MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,839,670 shares; 2024Q4: 7,493,069 shares; 2025Q1: 7,605,536 shares; 2025Q2: 7,644,760 shares 7,644,760 $3.8B 6.17% +39,224 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,636,349 shares; 2024Q4: 23,564,391 shares; 2025Q1: 21,917,445 shares; 2025Q2: 22,110,948 shares 22,110,948 $3.49B 5.67% +193,503 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,115,732 shares; 2024Q4: 12,402,023 shares; 2025Q1: 11,214,851 shares; 2025Q2: 11,532,638 shares 11,532,638 $2.37B 3.84% +317,787 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,715,276 shares; 2024Q4: 10,688,148 shares; 2025Q1: 10,676,767 shares; 2025Q2: 10,430,533 shares 10,430,533 $2.29B 3.71% -246,234 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,461,205 shares; 2024Q4: 11,589,210 shares; 2025Q1: 10,938,062 shares; 2025Q2: 11,628,171 shares 11,628,171 $2.06B 3.35% +690,109 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635,011 shares; 2024Q4: 2,607,780 shares; 2025Q1: 2,409,317 shares; 2025Q2: 2,521,831 shares 2,521,831 $1.86B 3.02% +112,514 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115,749 shares; 2024Q4: 5,825,091 shares; 2025Q1: 4,836,319 shares; 2025Q2: 5,932,449 shares 5,932,449 $1.64B 2.65% +1,096,130 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906,710 shares; 2024Q4: 5,822,364 shares; 2025Q1: 5,441,020 shares; 2025Q2: 5,421,472 shares 5,421,472 $1.57B 2.55% -19,548 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804,866 shares; 2024Q4: 3,762,253 shares; 2025Q1: 3,159,778 shares; 2025Q2: 3,156,309 shares 3,156,309 $1.12B 1.82% -3,469 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,653 shares; 2024Q4: 775,364 shares; 2025Q1: 876,584 shares; 2025Q2: 884,557 shares 884,557 $876M 1.42% +7,973 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,696,062 shares; 2024Q4: 31,920,007 shares; 2025Q1: 30,148,013 shares; 2025Q2: 28,362,926 shares 28,362,926 $798M 1.29% -1,785,087 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,875,166 shares; 2024Q4: 15,659,499 shares; 2025Q1: 15,224,664 shares; 2025Q2: 15,182,118 shares 15,182,118 $718M 1.17% -42,546 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,421 shares; 2024Q4: 996,226 shares; 2025Q1: 992,734 shares; 2025Q2: 1,005,552 shares 1,005,552 $624M 1.01% +12,818 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181,428 shares; 2024Q4: 2,174,785 shares; 2025Q1: 2,167,805 shares; 2025Q2: 2,067,799 shares 2,067,799 $620M 1.01% -100,006 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,246,146 shares; 2024Q4: 7,706,442 shares; 2025Q1: 9,175,516 shares; 2025Q2: 8,831,711 shares 8,831,711 $613M 1% -343,805 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385,089 shares; 2024Q4: 1,360,443 shares; 2025Q1: 1,332,675 shares; 2025Q2: 1,329,057 shares 1,329,057 $559M 0.91% -3,618 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,117 shares; 2024Q4: 95,167 shares; 2025Q1: 113,832 shares; 2025Q2: 529,994 shares 529,994 $545M 0.88% +416,162 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082,547 shares; 2024Q4: 3,062,130 shares; 2025Q1: 2,433,829 shares; 2025Q2: 2,810,249 shares 2,810,249 $516M 0.84% +376,420 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285,767 shares; 2024Q4: 1,111,862 shares; 2025Q1: 2,752,953 shares; 2025Q2: 2,765,408 shares 2,765,408 $513M 0.83% +12,455 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842,423 shares; 2024Q4: 4,906,439 shares; 2025Q1: 4,839,274 shares; 2025Q2: 4,750,469 shares 4,750,469 $502M 0.82% -88,805 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518,469 shares; 2024Q4: 6,526,114 shares; 2025Q1: 5,267,626 shares; 2025Q2: 5,067,983 shares 5,067,983 $496M 0.8% -199,643 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065,494 shares; 2024Q4: 4,004,178 shares; 2025Q1: 3,570,421 shares; 2025Q2: 2,449,004 shares 2,449,004 $456M 0.74% -1,121,417 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050,302 shares; 2024Q4: 2,401,117 shares; 2025Q1: 2,540,818 shares; 2025Q2: 2,242,237 shares 2,242,237 $443M 0.72% -298,581 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040,594 shares; 2024Q4: 2,977,758 shares; 2025Q1: 3,062,544 shares; 2025Q2: 3,062,537 shares 3,062,537 $439M 0.71% -7 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835,037 shares; 2024Q4: 3,514,283 shares; 2025Q1: 2,886,492 shares; 2025Q2: 2,518,744 shares 2,518,744 $434M 0.7% -367,748 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,504 shares; 2024Q4: 333,379 shares; 2025Q1: 416,522 shares; 2025Q2: 788,328 shares 788,328 $428M 0.7% +371,806 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727,130 shares; 2024Q4: 2,524,345 shares; 2025Q1: 4,186,760 shares; 2025Q2: 3,969,370 shares 3,969,370 $428M 0.69% -217,390 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,318 shares; 2024Q4: 820,280 shares; 2025Q1: 788,754 shares; 2025Q2: 739,733 shares 739,733 $420M 0.68% -49,021 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,576 shares; 2024Q4: 670,146 shares; 2025Q1: 795,839 shares; 2025Q2: 798,097 shares 798,097 $399M 0.65% +2,258 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,983 shares; 2024Q4: 373,217 shares; 2025Q1: 262,704 shares; 2025Q2: 4,356,249 shares 4,356,249 $393M 0.64% +4,093,545 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 158,992 shares; 2025Q1: 160,281 shares; 2025Q2: 505,329 shares 505,329 $388M 0.63% +345,048 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229,944 shares; 2024Q4: 2,533,756 shares; 2025Q1: 1,609,254 shares; 2025Q2: 1,769,633 shares 1,769,633 $387M 0.63% +160,379 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,705 shares; 2024Q4: 561,961 shares; 2025Q1: 558,081 shares; 2025Q2: 524,801 shares 524,801 $385M 0.62% -33,280 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,009 shares; 2024Q4: 213,500 shares; 2025Q1: 191,990 shares; 2025Q2: 142,668 shares 142,668 $373M 0.61% -49,322 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,128 shares; 2024Q4: 667,272 shares; 2025Q1: 660,761 shares; 2025Q2: 657,997 shares 657,997 $370M 0.6% -2,764 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,503 shares; 2024Q4: 1,105,933 shares; 2025Q1: 984,938 shares; 2025Q2: 987,306 shares 987,306 $352M 0.57% +2,368 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 587,557 shares; 2025Q1: 590,892 shares; 2025Q2: 590,602 shares 590,602 $341M 0.55% -290 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104,642 shares; 2024Q4: 4,032,671 shares; 2025Q1: 3,682,835 shares; 2025Q2: 3,677,842 shares 3,677,842 $338M 0.55% -4,993 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,579,607 shares; 2024Q4: 3,603,574 shares; 2025Q1: 3,643,456 shares; 2025Q2: 3,640,376 shares 3,640,376 $327M 0.53% -3,080 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,212 shares; 2024Q4: 416,805 shares; 2025Q1: 589,329 shares; 2025Q2: 600,839 shares 600,839 $317M 0.51% +11,510 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563,499 shares; 2024Q4: 4,494,246 shares; 2025Q1: 4,032,089 shares; 2025Q2: 3,597,366 shares 3,597,366 $317M 0.51% -434,723 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,274 shares; 2024Q4: 69,246 shares; 2025Q1: 54,612 shares; 2025Q2: 54,536 shares 54,536 $316M 0.51% -76 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,712 shares; 2024Q4: 20,831 shares; 2025Q1: 20,148 shares; 2025Q2: 2,919,801 shares 2,919,801 $314M 0.51% +2,899,653 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,028 shares; 2024Q4: 752,212 shares; 2025Q1: 745,214 shares; 2025Q2: 740,284 shares 740,284 $299M 0.49% -4,930 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186,332 shares; 2024Q4: 4,839,267 shares; 2025Q1: 4,841,743 shares; 2025Q2: 4,828,867 shares 4,828,867 $299M 0.48% -12,876 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871,106 shares; 2024Q4: 4,515,909 shares; 2025Q1: 3,788,696 shares; 2025Q2: 3,777,995 shares 3,777,995 $291M 0.47% -10,701 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,317 shares; 2024Q4: 1,079,977 shares; 2025Q1: 1,056,775 shares; 2025Q2: 1,581,298 shares 1,581,298 $289M 0.47% +524,523 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085,760 shares; 2024Q4: 3,156,288 shares; 2025Q1: 3,383,076 shares; 2025Q2: 3,233,414 shares 3,233,414 $289M 0.47% -149,662 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134,064 shares; 2024Q4: 3,090,839 shares; 2025Q1: 3,616,067 shares; 2025Q2: 3,618,315 shares 3,618,315 $270M 0.44% +2,248 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844,621 shares; 2024Q4: 2,817,764 shares; 2025Q1: 2,815,887 shares; 2025Q2: 2,803,741 shares 2,803,741 $269M 0.44% -12,146 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,476 shares; 2024Q4: 73,926 shares; 2025Q1: 587,228 shares; 2025Q2: 893,051 shares 893,051 $263M 0.43% +305,823 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,252 shares; 2024Q4: 307,412 shares; 2025Q1: 283,154 shares; 2025Q2: 332,586 shares 332,586 $259M 0.42% +49,432 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310,722 shares; 2024Q4: 2,811,410 shares; 2025Q1: 2,875,560 shares; 2025Q2: 1,914,154 shares 1,914,154 $257M 0.42% -961,406 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135,691 shares; 2024Q4: 1,141,125 shares; 2025Q1: 1,066,839 shares; 2025Q2: 1,060,176 shares 1,060,176 $255M 0.41% -6,663 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,380 shares; 2024Q4: 922,805 shares; 2025Q1: 911,408 shares; 2025Q2: 916,457 shares 916,457 $253M 0.41% +5,049 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,194,652 shares; 2024Q4: 6,034,838 shares; 2025Q1: 6,058,759 shares; 2025Q2: 3,085,208 shares 3,085,208 $252M 0.41% -2,973,551 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727,121 shares; 2024Q4: 1,444,147 shares; 2025Q1: 1,373,293 shares; 2025Q2: 1,376,345 shares 1,376,345 $251M 0.41% +3,052 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,936 shares; 2024Q4: 825,056 shares; 2025Q1: 1,156,181 shares; 2025Q2: 1,154,802 shares 1,154,802 $242M 0.39% -1,379 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,363 shares; 2024Q4: 465,461 shares; 2025Q1: 504,790 shares; 2025Q2: 639,508 shares 639,508 $239M 0.39% +134,718 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,784 shares; 2024Q4: 1,186,332 shares; 2025Q1: 905,294 shares; 2025Q2: 894,184 shares 894,184 $238M 0.39% -11,110 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925,214 shares; 2024Q4: 1,944,665 shares; 2025Q1: 1,763,778 shares; 2025Q2: 1,623,584 shares 1,623,584 $238M 0.39% -140,194 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139,022 shares; 2024Q4: 1,119,523 shares; 2025Q1: 1,117,049 shares; 2025Q2: 942,981 shares 942,981 $237M 0.38% -174,068 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229,879 shares; 2024Q4: 1,417,437 shares; 2025Q1: 1,440,773 shares; 2025Q2: 1,433,680 shares 1,433,680 $235M 0.38% -7,093 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,568 shares; 2024Q4: 1,095,163 shares; 2025Q1: 1,012,822 shares; 2025Q2: 1,010,380 shares 1,010,380 $234M 0.38% -2,442 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985,724 shares; 2024Q4: 1,969,013 shares; 2025Q1: 1,967,301 shares; 2025Q2: 961,787 shares 961,787 $234M 0.38% -1,005,514 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992,096 shares; 2024Q4: 2,007,601 shares; 2025Q1: 1,717,100 shares; 2025Q2: 723,021 shares 723,021 $226M 0.37% -994,079 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,785 shares; 2024Q4: 749,560 shares; 2025Q1: 917,267 shares; 2025Q2: 453,772 shares 453,772 $220M 0.36% -463,495 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,902,017 shares; 2024Q4: 5,764,944 shares; 2025Q1: 6,536,158 shares; 2025Q2: 6,518,081 shares 6,518,081 $220M 0.36% -18,077 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,840 shares; 2024Q4: 634,039 shares; 2025Q1: 625,614 shares; 2025Q2: 538,431 shares 538,431 $218M 0.35% -87,183 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,282,665 shares; 2025Q2: 6,339,621 shares 6,339,621 $218M 0.35% +56,956 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,817 shares; 2024Q4: 305,656 shares; 2025Q1: 1,136,903 shares; 2025Q2: 983,243 shares 983,243 $217M 0.35% -153,660 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,553 shares; 2024Q4: 31,135 shares; 2025Q1: 15,050 shares; 2025Q2: 621,532 shares 621,532 $213M 0.35% +606,482 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,834 shares; 2024Q4: 627,502 shares; 2025Q1: 580,044 shares; 2025Q2: 579,558 shares 579,558 $212M 0.34% -486 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,429 shares; 2024Q4: 73,857 shares; 2025Q1: 75,016 shares; 2025Q2: 2,368,703 shares 2,368,703 $212M 0.34% +2,293,687 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,810 shares; 2024Q4: 1,126,491 shares; 2025Q1: 1,146,953 shares; 2025Q2: 1,147,744 shares 1,147,744 $205M 0.33% +791 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 229,246 shares; 2025Q1: 340,062 shares; 2025Q2: 381,828 shares 381,828 $205M 0.33% +41,766 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814,426 shares; 2024Q4: 3,835,182 shares; 2025Q1: 3,357,231 shares; 2025Q2: 3,371,475 shares 3,371,475 $203M 0.33% +14,244 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,368 shares; 2024Q4: 623,112 shares; 2025Q1: 359,499 shares; 2025Q2: 654,785 shares 654,785 $202M 0.33% +295,286 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146,678 shares; 2024Q4: 1,532,498 shares; 2025Q1: 1,469,593 shares; 2025Q2: 1,409,071 shares 1,409,071 $198M 0.32% -60,522 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203,240 shares; 2024Q4: 3,283,216 shares; 2025Q1: 2,877,081 shares; 2025Q2: 2,874,071 shares 2,874,071 $195M 0.32% -3,010 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,778 shares; 2024Q4: 186,894 shares; 2025Q1: 175,862 shares; 2025Q2: 145,522 shares 145,522 $195M 0.32% -30,340 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846,650 shares; 2024Q4: 2,846,650 shares; 2025Q1: 2,846,650 shares; 2025Q2: 2,846,650 shares 2,846,650 $192M 0.31% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061,724 shares; 2024Q4: 2,061,297 shares; 2025Q1: 2,061,297 shares; 2025Q2: 2,061,297 shares 2,061,297 $191M 0.31% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,499 shares; 2024Q4: 430,936 shares; 2025Q1: 797,676 shares; 2025Q2: 832,689 shares 832,689 $189M 0.31% +35,013 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,042 shares; 2024Q4: 709,155 shares; 2025Q1: 721,606 shares; 2025Q2: 720,162 shares 720,162 $187M 0.3% -1,444 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491,105 shares; 2024Q4: 1,384,148 shares; 2025Q1: 1,230,975 shares; 2025Q2: 1,232,340 shares 1,232,340 $186M 0.3% +1,365 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,477 shares; 2024Q4: 11,345 shares; 2025Q1: 557,252 shares; 2025Q2: 557,693 shares 557,693 $185M 0.3% +441 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,654 shares; 2024Q4: 37,809 shares; 2025Q1: 1,764,677 shares; 2025Q2: 1,763,020 shares 1,763,020 $183M 0.3% -1,657 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487,055 shares; 2024Q4: 1,483,420 shares; 2025Q1: 1,710,181 shares; 2025Q2: 1,705,594 shares 1,705,594 $178M 0.29% -4,587 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156,087 shares; 2024Q4: 1,177,122 shares; 2025Q1: 1,009,312 shares; 2025Q2: 1,003,136 shares 1,003,136 $177M 0.29% -6,176 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,798 shares; 2024Q4: 272,435 shares; 2025Q1: 257,292 shares; 2025Q2: 212,925 shares 212,925 $176M 0.29% -44,367 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,606,727 shares; 2024Q4: 6,440,089 shares; 2025Q1: 5,992,665 shares; 2025Q2: 5,981,800 shares 5,981,800 $176M 0.29% -10,865 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 1,226,684 shares; 2025Q1: 1,234,934 shares; 2025Q2: 1,234,030 shares 1,234,030 $175M 0.28% -904 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874,139 shares; 2024Q4: 2,825,948 shares; 2025Q1: 2,812,017 shares; 2025Q2: 3,541,866 shares 3,541,866 $174M 0.28% +729,849 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,168 shares; 2024Q4: 626,401 shares; 2025Q1: 626,919 shares; 2025Q2: 533,819 shares 533,819 $171M 0.28% -93,100 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,468 shares; 2024Q4: 17,594 shares; 2025Q1: 6,693 shares; 2025Q2: 540,222 shares 540,222 $169M 0.27% +533,529 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,885 shares; 2024Q4: 199,618 shares; 2025Q1: 186,618 shares; 2025Q2: 188,735 shares 188,735 $169M 0.27% +2,117 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320,178 shares; 2024Q4: 1,288,279 shares; 2025Q1: 1,185,096 shares; 2025Q2: 1,200,746 shares 1,200,746 $163M 0.27% +15,650 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554,843 shares; 2024Q4: 3,692,084 shares; 2025Q1: 3,461,700 shares; 2025Q2: 3,723,545 shares 3,723,545 $161M 0.26% +261,845 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,907 shares; 2024Q4: 1,055,872 shares; 2025Q1: 990,440 shares; 2025Q2: 992,335 shares 992,335 $160M 0.26% +1,895 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,769 shares; 2024Q4: 576,044 shares; 2025Q1: 582,269 shares; 2025Q2: 507,672 shares 507,672 $159M 0.26% -74,597 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,997 shares; 2024Q4: 1,140,315 shares; 2025Q1: 1,144,300 shares; 2025Q2: 1,137,014 shares 1,137,014 $159M 0.26% -7,286 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298,013 shares; 2024Q4: 3,706,315 shares; 2025Q1: 3,607,656 shares; 2025Q2: 2,086,440 shares 2,086,440 $159M 0.26% -1,521,216 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168,957 shares; 2024Q4: 2,120,327 shares; 2025Q1: 1,971,874 shares; 2025Q2: 1,970,436 shares 1,970,436 $158M 0.26% -1,438 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,607 shares; 2024Q4: 593,664 shares; 2025Q1: 422,471 shares; 2025Q2: 417,206 shares 417,206 $158M 0.26% -5,265 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,711 shares; 2024Q4: 356,376 shares; 2025Q1: 252,506 shares; 2025Q2: 247,141 shares 247,141 $153M 0.25% -5,365 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285,929 shares; 2024Q4: 1,005,241 shares; 2025Q1: 737,923 shares; 2025Q2: 947,960 shares 947,960 $151M 0.25% +210,037 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106,938 shares; 2024Q4: 1,021,961 shares; 2025Q1: 1,038,223 shares; 2025Q2: 1,039,200 shares 1,039,200 $150M 0.24% +977 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,221 shares; 2024Q4: 19,327 shares; 2025Q1: 19,335 shares; 2025Q2: 711,824 shares 711,824 $149M 0.24% +692,489 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,357 shares; 2024Q4: 542,335 shares; 2025Q1: 501,831 shares; 2025Q2: 503,813 shares 503,813 $147M 0.24% +1,982 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 2,878,285 shares; 2025Q2: 2,882,573 shares 2,882,573 $147M 0.24% +4,288 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331,482 shares; 2024Q4: 1,298,869 shares; 2025Q1: 1,230,644 shares; 2025Q2: 1,241,431 shares 1,241,431 $146M 0.24% +10,787 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,113 shares; 2024Q4: 583,517 shares; 2025Q1: 537,336 shares; 2025Q2: 695,131 shares 695,131 $144M 0.23% +157,795 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,985 shares; 2024Q4: 1,611,385 shares; 2025Q1: 1,077,920 shares; 2025Q2: 1,077,292 shares 1,077,292 $143M 0.23% -628 Timeline LNWO LIGHT & WONDER INC More: the full row for LIGHT & WONDER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,431 shares; 2024Q4: 372,809 shares; 2025Q1: 1,572,022 shares; 2025Q2: 1,469,749 shares 1,469,749 $141M 0.23% -102,273 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116,316 shares; 2024Q4: 9,758,786 shares; 2025Q1: 9,902,693 shares; 2025Q2: 14,805,779 shares 14,805,779 $139M 0.23% +4,903,086 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,849 shares; 2024Q4: 634,673 shares; 2025Q1: 588,588 shares; 2025Q2: 593,005 shares 593,005 $138M 0.22% +4,417 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,429,393 shares; 2025Q2: 1,889,787 shares 1,889,787 $138M 0.22% +460,394 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,475 shares; 2024Q4: 622,372 shares; 2025Q1: 590,348 shares; 2025Q2: 589,242 shares 589,242 $135M 0.22% -1,106 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,008 shares; 2024Q4: 780,101 shares; 2025Q1: 711,564 shares; 2025Q2: 835,740 shares 835,740 $133M 0.22% +124,176 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,461 shares; 2024Q4: 559,231 shares; 2025Q1: 586,535 shares; 2025Q2: 1,730,089 shares 1,730,089 $133M 0.22% +1,143,554 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993,955 shares; 2024Q4: 833,945 shares; 2025Q1: 1,400,953 shares; 2025Q2: 1,400,265 shares 1,400,265 $131M 0.21% -688 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406,393 shares; 2024Q4: 1,377,460 shares; 2025Q1: 1,221,215 shares; 2025Q2: 1,218,051 shares 1,218,051 $131M 0.21% -3,164 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789,967 shares; 2024Q4: 1,798,333 shares; 2025Q1: 1,830,561 shares; 2025Q2: 1,828,876 shares 1,828,876 $130M 0.21% -1,685 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194,063 shares; 2024Q4: 6,075,006 shares; 2025Q1: 6,018,807 shares; 2025Q2: 5,867,033 shares 5,867,033 $130M 0.21% -151,774 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,394 shares; 2024Q4: 617,777 shares; 2025Q1: 621,574 shares; 2025Q2: 522,714 shares 522,714 $129M 0.21% -98,860 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302,968 shares; 2024Q4: 1,376,834 shares; 2025Q1: 1,432,066 shares; 2025Q2: 1,494,666 shares 1,494,666 $124M 0.2% +62,600 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,395 shares; 2024Q4: 133,433 shares; 2025Q1: 240,725 shares; 2025Q2: 243,762 shares 243,762 $124M 0.2% +3,037 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,007 shares; 2024Q4: 234,709 shares; 2025Q1: 3,605 shares; 2025Q2: 163,552 shares 163,552 $123M 0.2% +159,947 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,321 shares; 2024Q4: 1,283,164 shares; 2025Q1: 1,203,320 shares; 2025Q2: 1,194,664 shares 1,194,664 $123M 0.2% -8,656 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,354 shares; 2024Q4: 935,946 shares; 2025Q1: 842,152 shares; 2025Q2: 797,146 shares 797,146 $122M 0.2% -45,006 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,014 shares; 2024Q4: 74,812 shares; 2025Q1: 2,547,255 shares; 2025Q2: 2,592,637 shares 2,592,637 $121M 0.2% +45,382 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444,235 shares; 2024Q4: 1,852,585 shares; 2025Q1: 1,620,419 shares; 2025Q2: 2,001,499 shares 2,001,499 $119M 0.19% +381,080 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,169 shares; 2024Q4: 665,608 shares; 2025Q1: 1,037,147 shares; 2025Q2: 1,363,264 shares 1,363,264 $119M 0.19% +326,117 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900,918 shares; 2024Q4: 1,628,133 shares; 2025Q1: 1,499,908 shares; 2025Q2: 1,490,702 shares 1,490,702 $118M 0.19% -9,206 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858,295 shares; 2024Q4: 1,784,711 shares; 2025Q1: 1,638,629 shares; 2025Q2: 1,644,033 shares 1,644,033 $116M 0.19% +5,404 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,997 shares; 2024Q4: 536,489 shares; 2025Q1: 499,335 shares; 2025Q2: 504,431 shares 504,431 $116M 0.19% +5,096 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,011 shares; 2024Q4: 444,011 shares; 2025Q1: 381,913 shares; 2025Q2: 414,596 shares 414,596 $114M 0.18% +32,683 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,502 shares; 2024Q4: 394,819 shares; 2025Q1: 397,297 shares; 2025Q2: 394,142 shares 394,142 $113M 0.18% -3,155 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 2,123 shares; 2025Q1: 2,221 shares; 2025Q2: 220,583 shares 220,583 $112M 0.18% +218,362 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 1,333,615 shares; 2025Q1: 1,356,605 shares; 2025Q2: 1,364,127 shares 1,364,127 $111M 0.18% +7,522 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424,068 shares; 2024Q4: 1,819,369 shares; 2025Q1: 952,518 shares; 2025Q2: 733,848 shares 733,848 $110M 0.18% -218,670 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,999 shares; 2024Q4: 781,424 shares; 2025Q1: 553,613 shares; 2025Q2: 548,838 shares 548,838 $108M 0.18% -4,775 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 23 shares; 2025Q1: 1,883,208 shares; 2025Q2: 1,951,363 shares 1,951,363 $105M 0.17% +68,155 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,671 shares; 2024Q4: 601,011 shares; 2025Q1: 572,122 shares; 2025Q2: 580,035 shares 580,035 $105M 0.17% +7,913 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,522 shares; 2024Q4: 975,885 shares; 2025Q1: 893,891 shares; 2025Q2: 886,587 shares 886,587 $105M 0.17% -7,304 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,504 shares; 2024Q4: 221,037 shares; 2025Q1: 244,981 shares; 2025Q2: 236,599 shares 236,599 $104M 0.17% -8,382 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,482 shares; 2024Q4: 645,796 shares; 2025Q1: 637,272 shares; 2025Q2: 808,418 shares 808,418 $98.1M 0.16% +171,146 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,373 shares; 2024Q4: 607,987 shares; 2025Q1: 344,725 shares; 2025Q2: 417,074 shares 417,074 $97.9M 0.16% +72,349 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 287,676 shares; 2025Q1: 184,585 shares; 2025Q2: 184,622 shares 184,622 $97.7M 0.16% +37 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,882 shares; 2024Q4: 931,732 shares; 2025Q1: 915,387 shares; 2025Q2: 923,107 shares 923,107 $96.2M 0.16% +7,720 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148,774 shares; 2024Q4: 1,121,531 shares; 2025Q1: 717,936 shares; 2025Q2: 568,588 shares 568,588 $96M 0.16% -149,348 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,650,314 shares; 2024Q4: 8,868,903 shares; 2025Q1: 9,232,884 shares; 2025Q2: 7,095,462 shares 7,095,462 $95.5M 0.16% -2,137,422 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,584 shares; 2024Q4: 1,138,584 shares; 2025Q1: 1,138,584 shares; 2025Q2: 1,131,346 shares 1,131,346 $93.5M 0.15% -7,238 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,302 shares; 2024Q4: 478,688 shares; 2025Q1: 449,281 shares; 2025Q2: 548,199 shares 548,199 $92.5M 0.15% +98,918 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,562 shares; 2024Q4: 896,243 shares; 2025Q1: 899,151 shares; 2025Q2: 840,922 shares 840,922 $91.9M 0.15% -58,229 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,756 shares; 2024Q4: 927,204 shares; 2025Q1: 858,240 shares; 2025Q2: 851,721 shares 851,721 $91.5M 0.15% -6,519 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144,047 shares; 2024Q4: 858,638 shares; 2025Q1: 868,877 shares; 2025Q2: 861,147 shares 861,147 $90.5M 0.15% -7,730 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,121 shares; 2024Q4: 594,219 shares; 2025Q1: 598,080 shares; 2025Q2: 460,702 shares 460,702 $90.2M 0.15% -137,378 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758,397 shares; 2024Q4: 1,631,407 shares; 2025Q1: 1,105,949 shares; 2025Q2: 1,107,905 shares 1,107,905 $89.4M 0.15% +1,956 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035,439 shares; 2024Q4: 1,020,969 shares; 2025Q1: 1,059,585 shares; 2025Q2: 761,619 shares 761,619 $87.9M 0.14% -297,966 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,281 shares; 2024Q4: 568,007 shares; 2025Q1: 574,053 shares; 2025Q2: 569,196 shares 569,196 $87.6M 0.14% -4,857 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,260 shares; 2024Q4: 240,417 shares; 2025Q1: 235,424 shares; 2025Q2: 281,812 shares 281,812 $85.7M 0.14% +46,388 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297,503 shares; 2024Q4: 1,328,315 shares; 2025Q1: 1,380,715 shares; 2025Q2: 1,397,553 shares 1,397,553 $83.9M 0.14% +16,838 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457,815 shares; 2024Q4: 1,485,895 shares; 2025Q1: 1,452,416 shares; 2025Q2: 1,347,898 shares 1,347,898 $83.6M 0.14% -104,518 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,908 shares; 2024Q4: 923,632 shares; 2025Q1: 949,091 shares; 2025Q2: 942,943 shares 942,943 $82.3M 0.13% -6,148 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918,556 shares; 2024Q4: 2,520,213 shares; 2025Q1: 2,305,685 shares; 2025Q2: 2,305,449 shares 2,305,449 $82.3M 0.13% -236 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700,243 shares; 2024Q4: 1,989,688 shares; 2025Q1: 1,886,777 shares; 2025Q2: 1,889,781 shares 1,889,781 $81.2M 0.13% +3,004 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732,301 shares; 2024Q4: 1,637,488 shares; 2025Q1: 1,629,887 shares; 2025Q2: 1,562,582 shares 1,562,582 $77.3M 0.13% -67,305 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,713 shares; 2024Q4: 183,558 shares; 2025Q1: 183,540 shares; 2025Q2: 184,533 shares 184,533 $75.4M 0.12% +993 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,027 shares; 2024Q4: 245,571 shares; 2025Q1: 229,587 shares; 2025Q2: 232,742 shares 232,742 $71.8M 0.12% +3,155 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502,279 shares; 2024Q4: 2,441,098 shares; 2025Q1: 2,361,176 shares; 2025Q2: 3,319,933 shares 3,319,933 $69.5M 0.11% +958,757 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,104 shares; 2024Q4: 499,702 shares; 2025Q1: 512,442 shares; 2025Q2: 511,340 shares 511,340 $64.3M 0.1% -1,102 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,310 shares; 2024Q4: 438,527 shares; 2025Q1: 315,569 shares; 2025Q2: 493,941 shares 493,941 $63.5M 0.1% +178,372 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,150 shares; 2024Q4: 173,962 shares; 2025Q1: 77,445 shares; 2025Q2: 78,630 shares 78,630 $63M 0.1% +1,185 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,710 shares; 2024Q4: 921,219 shares; 2025Q1: 927,051 shares; 2025Q2: 918,429 shares 918,429 $62.4M 0.1% -8,622 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,944 shares; 2024Q4: 246,585 shares; 2025Q1: 241,468 shares; 2025Q2: 242,542 shares 242,542 $60M 0.1% +1,074 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,928 shares; 2024Q4: 198,260 shares; 2025Q1: 210,097 shares; 2025Q2: 246,587 shares 246,587 $58.4M 0.09% +36,490 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,080 shares; 2024Q4: 165,850 shares; 2025Q1: 165,850 shares; 2025Q2: 165,833 shares 165,833 $58.2M 0.09% -17 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,665 shares; 2024Q4: 280,483 shares; 2025Q1: 301,648 shares; 2025Q2: 325,614 shares 325,614 $57.5M 0.09% +23,966 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 1,080,530 shares; 2025Q2: 1,442,129 shares 1,442,129 $57.4M 0.09% +361,599 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,638 shares; 2024Q4: 558,358 shares; 2025Q1: 528,884 shares; 2025Q2: 544,110 shares 544,110 $56.8M 0.09% +15,226 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,309 shares; 2024Q4: 460,631 shares; 2025Q1: 420,053 shares; 2025Q2: 418,274 shares 418,274 $55.2M 0.09% -1,779 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 436 shares; 2025Q1: 173 shares; 2025Q2: 3,428,972 shares 3,428,972 $55M 0.09% +3,428,799 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,627 shares; 2024Q4: 170,310 shares; 2025Q1: 168,679 shares; 2025Q2: 193,818 shares 193,818 $54.2M 0.09% +25,139 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,535 shares; 2024Q4: 146,750 shares; 2025Q1: 138,727 shares; 2025Q2: 139,220 shares 139,220 $54.2M 0.09% +493 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,600 shares; 2024Q4: 306,093 shares; 2025Q1: 307,767 shares; 2025Q2: 258,788 shares 258,788 $52.6M 0.09% -48,979 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,773 shares; 2024Q4: 66,554 shares; 2025Q1: 121,161 shares; 2025Q2: 691,479 shares 691,479 $50.8M 0.08% +570,318 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,121 shares; 2024Q4: 64,366 shares; 2025Q1: 148,098 shares; 2025Q2: 207,224 shares 207,224 $44.7M 0.07% +59,126 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 832,727 shares 832,727 $43.3M 0.07% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,977 shares; 2024Q4: 282,974 shares; 2025Q1: 295,939 shares; 2025Q2: 308,929 shares 308,929 $41.7M 0.07% +12,990 Timeline AENA SME S.A. EUR 1.0 AENA SME S.A. EUR 1.0 More: the full row for AENA SME S.A. EUR 1.0 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,533,813 shares 1,533,813 $40.7M 0.07% new BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515,548 shares; 2024Q4: 1,908,651 shares; 2025Q1: 1,590,532 shares; 2025Q2: 2,424,001 shares 2,424,001 $40.4M 0.07% +833,469 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,582 shares; 2024Q4: 35,582 shares; 2025Q1: 85,802 shares; 2025Q2: 818,550 shares 818,550 $39.9M 0.06% +732,748 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,853 shares; 2024Q4: 221,143 shares; 2025Q1: 198,911 shares; 2025Q2: 207,485 shares 207,485 $39.4M 0.06% +8,574 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,889 shares; 2024Q4: 77,937 shares; 2025Q1: 97,070 shares; 2025Q2: 102,085 shares 102,085 $39.3M 0.06% +5,015 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,120 shares; 2024Q4: 204,004 shares; 2025Q1: 242,940 shares; 2025Q2: 253,711 shares 253,711 $39.1M 0.06% +10,771 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482,215 shares; 2024Q4: 3,482,215 shares; 2025Q1: 3,482,215 shares; 2025Q2: 3,483,513 shares 3,483,513 $38.8M 0.06% +1,298 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,203 shares; 2024Q4: 151,841 shares; 2025Q1: 154,765 shares; 2025Q2: 161,369 shares 161,369 $37.5M 0.06% +6,604 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,034 shares; 2024Q4: 248,818 shares; 2025Q1: 443,281 shares; 2025Q2: 465,426 shares 465,426 $37M 0.06% +22,145 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,548 shares; 2024Q4: 351,730 shares; 2025Q1: 359,755 shares; 2025Q2: 335,362 shares 335,362 $36.6M 0.06% -24,393 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,090 shares; 2024Q4: 219,763 shares; 2025Q1: 270,062 shares; 2025Q2: 368,981 shares 368,981 $36.6M 0.06% +98,919 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,764 shares; 2024Q4: 176,065 shares; 2025Q1: 183,710 shares; 2025Q2: 191,919 shares 191,919 $36M 0.06% +8,209 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,660 shares; 2024Q4: 815,939 shares; 2025Q1: 779,023 shares; 2025Q2: 970,018 shares 970,018 $34.9M 0.06% +190,995 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,339 shares; 2024Q4: 155,961 shares; 2025Q1: 166,205 shares; 2025Q2: 192,351 shares 192,351 $33.6M 0.05% +26,146 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,814 shares; 2024Q4: 277,917 shares; 2025Q1: 289,884 shares; 2025Q2: 269,234 shares 269,234 $33.3M 0.05% -20,650 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,008 shares; 2024Q4: 214,403 shares; 2025Q1: 197,811 shares; 2025Q2: 196,772 shares 196,772 $32.7M 0.05% -1,039 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,791 shares; 2024Q4: 315,746 shares; 2025Q1: 328,625 shares; 2025Q2: 343,350 shares 343,350 $32.1M 0.05% +14,725 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,204 shares; 2024Q4: 411,703 shares; 2025Q1: 427,923 shares; 2025Q2: 447,844 shares 447,844 $32.1M 0.05% +19,921 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253,905 shares; 2025Q2: 325,800 shares 325,800 $31.8M 0.05% +71,895 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,191 shares; 2024Q4: 248,689 shares; 2025Q1: 253,014 shares; 2025Q2: 250,529 shares 250,529 $31.2M 0.05% -2,485 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,269 shares; 2024Q4: 223,720 shares; 2025Q1: 288,424 shares; 2025Q2: 269,509 shares 269,509 $31.1M 0.05% -18,915 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,247 shares; 2024Q4: 286,687 shares; 2025Q1: 245,122 shares; 2025Q2: 290,506 shares 290,506 $30.9M 0.05% +45,384 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,151 shares; 2024Q4: 68,062 shares; 2025Q1: 70,888 shares; 2025Q2: 75,739 shares 75,739 $30.8M 0.05% +4,851 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,007 shares; 2024Q4: 270,457 shares; 2025Q1: 307,486 shares; 2025Q2: 397,040 shares 397,040 $30.8M 0.05% +89,554 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,786 shares; 2024Q4: 57,063 shares; 2025Q1: 66,321 shares; 2025Q2: 55,339 shares 55,339 $30.5M 0.05% -10,982 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,972 shares; 2024Q4: 450,782 shares; 2025Q1: 387,435 shares; 2025Q2: 365,666 shares 365,666 $30.3M 0.05% -21,769 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 295,050 shares; 2025Q1: 361,958 shares; 2025Q2: 378,220 shares 378,220 $30.2M 0.05% +16,262 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,964 shares; 2024Q4: 630,568 shares; 2025Q1: 784,450 shares; 2025Q2: 817,896 shares 817,896 $30.2M 0.05% +33,446 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,963 shares; 2024Q4: 296,828 shares; 2025Q1: 400,394 shares; 2025Q2: 288,025 shares 288,025 $30.2M 0.05% -112,369 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,814 shares; 2024Q4: 793,135 shares; 2025Q1: 648,851 shares; 2025Q2: 677,197 shares 677,197 $29.7M 0.05% +28,346 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,467 shares; 2024Q4: 126,483 shares; 2025Q1: 240,856 shares; 2025Q2: 279,347 shares 279,347 $29.3M 0.05% +38,491 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164,128 shares; 2024Q4: 1,206,531 shares; 2025Q1: 1,257,039 shares; 2025Q2: 1,360,733 shares 1,360,733 $29M 0.05% +103,694 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,731 shares; 2024Q4: 323,301 shares; 2025Q1: 297,827 shares; 2025Q2: 316,508 shares 316,508 $28.9M 0.05% +18,681 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,295 shares; 2024Q4: 156,660 shares; 2025Q1: 165,642 shares; 2025Q2: 172,338 shares 172,338 $28.9M 0.05% +6,696 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,807 shares; 2025Q1: 1,871 shares; 2025Q2: 1,130,799 shares 1,130,799 $28.7M 0.05% +1,128,928 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 75 shares; 2025Q1: 114,622 shares; 2025Q2: 121,627 shares 121,627 $27.3M 0.04% +7,005 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,080 shares; 2024Q4: 445,054 shares; 2025Q1: 464,691 shares; 2025Q2: 484,731 shares 484,731 $27.2M 0.04% +20,040 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,022 shares; 2024Q4: 198,217 shares; 2025Q1: 198,175 shares; 2025Q2: 210,792 shares 210,792 $27.1M 0.04% +12,617 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 308 shares; 2025Q1: 731,595 shares; 2025Q2: 777,062 shares 777,062 $26M 0.04% +45,467 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,846 shares; 2024Q4: 241,698 shares; 2025Q1: 251,730 shares; 2025Q2: 262,699 shares 262,699 $25.9M 0.04% +10,969 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,829 shares; 2024Q4: 129,209 shares; 2025Q1: 88,747 shares; 2025Q2: 105,354 shares 105,354 $25.7M 0.04% +16,607 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,416 shares; 2024Q4: 277,630 shares; 2025Q1: 264,969 shares; 2025Q2: 276,002 shares 276,002 $25.4M 0.04% +11,033 KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,129 shares; 2024Q4: 58,383 shares; 2025Q1: 49,382 shares; 2025Q2: 51,646 shares 51,646 $25M 0.04% +2,264 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,294 shares; 2024Q4: 214,736 shares; 2025Q1: 235,879 shares; 2025Q2: 245,286 shares 245,286 $24.9M 0.04% +9,407 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157,195 shares; 2025Q2: 177,820 shares 177,820 $24.9M 0.04% +20,625 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,607 shares; 2024Q4: 623,085 shares; 2025Q1: 656,977 shares; 2025Q2: 685,301 shares 685,301 $24.9M 0.04% +28,324 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,946 shares; 2024Q4: 142,171 shares; 2025Q1: 179,355 shares; 2025Q2: 187,345 shares 187,345 $24.6M 0.04% +7,990 Timeline AZEK CO INC AZEK CO INC More: the full row for AZEK CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,541 shares; 2024Q4: 278,533 shares; 2025Q1: 424,382 shares; 2025Q2: 444,385 shares 444,385 $24.2M 0.04% +20,003 CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,977 shares; 2024Q4: 50,017 shares; 2025Q1: 52,193 shares; 2025Q2: 54,618 shares 54,618 $23.7M 0.04% +2,425 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,499 shares; 2024Q4: 29,801 shares; 2025Q1: 83,832 shares; 2025Q2: 133,921 shares 133,921 $23.7M 0.04% +50,089 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,353 shares; 2024Q4: 895,442 shares; 2025Q1: 796,660 shares; 2025Q2: 1,041,454 shares 1,041,454 $23.6M 0.04% +244,794 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,348 shares; 2024Q4: 375,675 shares; 2025Q1: 350,600 shares; 2025Q2: 348,848 shares 348,848 $23.4M 0.04% -1,752 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,473 shares; 2024Q4: 145,612 shares; 2025Q1: 151,430 shares; 2025Q2: 178,139 shares 178,139 $23M 0.04% +26,709 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,793 shares; 2024Q4: 398,227 shares; 2025Q1: 612,618 shares; 2025Q2: 196,506 shares 196,506 $22.9M 0.04% -416,112 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,393 shares; 2024Q4: 186,706 shares; 2025Q1: 194,655 shares; 2025Q2: 203,534 shares 203,534 $22.5M 0.04% +8,879 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,247 shares; 2024Q4: 51,628 shares; 2025Q1: 40,326 shares; 2025Q2: 39,232 shares 39,232 $22.2M 0.04% -1,094 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,127 shares; 2024Q4: 333,148 shares; 2025Q1: 347,164 shares; 2025Q2: 362,490 shares 362,490 $22M 0.04% +15,326 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,985 shares; 2024Q4: 52,990 shares; 2025Q1: 55,132 shares; 2025Q2: 57,819 shares 57,819 $21.8M 0.04% +2,687 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,810 shares; 2024Q4: 193,573 shares; 2025Q1: 186,787 shares; 2025Q2: 90,728 shares 90,728 $21.4M 0.03% -96,059 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,109 shares; 2024Q4: 68,456 shares; 2025Q1: 59,376 shares; 2025Q2: 63,390 shares 63,390 $21.3M 0.03% +4,014 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,233 shares; 2024Q4: 317,348 shares; 2025Q1: 358,093 shares; 2025Q2: 374,347 shares 374,347 $21.3M 0.03% +16,254 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: 30 shares; 2025Q2: 29 shares 29 $21.1M 0.03% -1 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,047 shares; 2024Q4: 99,783 shares; 2025Q1: 105,078 shares; 2025Q2: 135,447 shares 135,447 $21M 0.03% +30,369 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 109,608 shares; 2025Q1: 180,069 shares; 2025Q2: 244,491 shares 244,491 $21M 0.03% +64,422 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 805 shares; 2025Q1: 615,718 shares; 2025Q2: 644,359 shares 644,359 $20.6M 0.03% +28,641 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,862 shares; 2024Q4: 237,463 shares; 2025Q1: 247,416 shares; 2025Q2: 258,756 shares 258,756 $20.5M 0.03% +11,340 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,821 shares; 2024Q4: 561,161 shares; 2025Q1: 694,702 shares; 2025Q2: 580,802 shares 580,802 $20.5M 0.03% -113,900 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,409 shares; 2024Q4: 349,482 shares; 2025Q1: 363,799 shares; 2025Q2: 379,882 shares 379,882 $20.5M 0.03% +16,083 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,188 shares; 2024Q4: 168,188 shares; 2025Q1: 168,188 shares; 2025Q2: 168,188 shares 168,188 $19.9M 0.03% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,065 shares; 2024Q4: 412,144 shares; 2025Q1: 380,491 shares; 2025Q2: 382,005 shares 382,005 $19.8M 0.03% +1,514 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,971 shares; 2024Q4: 800,811 shares; 2025Q1: 836,386 shares; 2025Q2: 874,024 shares 874,024 $19.6M 0.03% +37,638 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 60 shares; 2025Q1: 94,326 shares; 2025Q2: 134,116 shares 134,116 $19.1M 0.03% +39,790 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,950 shares; 2024Q4: 363,813 shares; 2025Q1: 379,168 shares; 2025Q2: 396,979 shares 396,979 $18.9M 0.03% +17,811 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,246 shares; 2024Q4: 162,387 shares; 2025Q1: 173,490 shares; 2025Q2: 132,505 shares 132,505 $18.8M 0.03% -40,985 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197,165 shares; 2024Q4: 4,419,708 shares; 2025Q1: 5,052,355 shares; 2025Q2: 6,072,541 shares 6,072,541 $18.8M 0.03% +1,020,186 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,925 shares; 2024Q4: 146,812 shares; 2025Q1: 147,302 shares; 2025Q2: 136,777 shares 136,777 $18.2M 0.03% -10,525 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,433 shares; 2024Q4: 9,680 shares; 2025Q1: 165,594 shares; 2025Q2: 194,911 shares 194,911 $17.5M 0.03% +29,317 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,188 shares; 2024Q4: 75,947 shares; 2025Q1: 79,035 shares; 2025Q2: 35,563 shares 35,563 $17.4M 0.03% -43,472 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 147 shares; 2025Q1: 78 shares; 2025Q2: 70,368 shares 70,368 $17.2M 0.03% +70,290 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,213 shares; 2024Q4: 233,455 shares; 2025Q1: 143,082 shares; 2025Q2: 149,019 shares 149,019 $16.9M 0.03% +5,937 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,064 shares; 2024Q4: 13,065 shares; 2025Q1: 106,417 shares; 2025Q2: 108,938 shares 108,938 $16.8M 0.03% +2,521 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,744 shares; 2024Q4: 148,699 shares; 2025Q1: 154,707 shares; 2025Q2: 157,181 shares 157,181 $16.8M 0.03% +2,474 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,321 shares; 2024Q4: 776,891 shares; 2025Q1: 809,365 shares; 2025Q2: 846,204 shares 846,204 $16.7M 0.03% +36,839 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,596 shares; 2024Q4: 63,251 shares; 2025Q1: 29,143 shares; 2025Q2: 31,160 shares 31,160 $16.7M 0.03% +2,017 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331,322 shares 331,322 $16.5M 0.03% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,646 shares; 2024Q4: 584,536 shares; 2025Q1: 331,722 shares; 2025Q2: 318,118 shares 318,118 $16.3M 0.03% -13,604 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,723 shares; 2024Q4: 234,042 shares; 2025Q1: 244,149 shares; 2025Q2: 254,862 shares 254,862 $16M 0.03% +10,713 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,600 shares; 2024Q4: 146,736 shares; 2025Q1: 134,073 shares; 2025Q2: 156,496 shares 156,496 $15.5M 0.03% +22,423 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,991 shares; 2024Q4: 782,856 shares; 2025Q1: 863,880 shares; 2025Q2: 1,032,367 shares 1,032,367 $15.5M 0.03% +168,487 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,088 shares; 2024Q4: 311,960 shares; 2025Q1: 325,721 shares; 2025Q2: 340,551 shares 340,551 $15.3M 0.02% +14,830 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,869 shares; 2024Q4: 88,768 shares; 2025Q1: 70,708 shares; 2025Q2: 77,856 shares 77,856 $15M 0.02% +7,148 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,137 shares; 2024Q4: 31,597 shares; 2025Q1: 31,625 shares; 2025Q2: 35,143 shares 35,143 $14.9M 0.02% +3,518 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,939 shares; 2024Q4: 331,555 shares; 2025Q1: 345,044 shares; 2025Q2: 431,321 shares 431,321 $14.8M 0.02% +86,277 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,484 shares; 2024Q4: 310,711 shares; 2025Q1: 323,075 shares; 2025Q2: 337,899 shares 337,899 $14.8M 0.02% +14,824 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,121 shares; 2024Q4: 43,130 shares; 2025Q1: 43,404 shares; 2025Q2: 43,406 shares 43,406 $14.7M 0.02% +2 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 594,012 shares; 2025Q1: 621,575 shares; 2025Q2: 648,518 shares 648,518 $14.6M 0.02% +26,943 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,776 shares; 2024Q4: 540,618 shares; 2025Q1: 595,275 shares; 2025Q2: 771,196 shares 771,196 $14.3M 0.02% +175,921 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,455 shares; 2024Q4: 389,161 shares; 2025Q1: 401,760 shares; 2025Q2: 467,468 shares 467,468 $14.2M 0.02% +65,708 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,766 shares; 2024Q4: 141,568 shares; 2025Q1: 168,639 shares; 2025Q2: 206,182 shares 206,182 $14.2M 0.02% +37,543 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 923,811 shares; 2025Q1: 964,058 shares; 2025Q2: 1,006,968 shares 1,006,968 $14M 0.02% +42,910 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,964 shares; 2024Q4: 179,276 shares; 2025Q1: 191,303 shares; 2025Q2: 241,266 shares 241,266 $13.8M 0.02% +49,963 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 395 shares; 2025Q1: 441 shares; 2025Q2: 109,445 shares 109,445 $13.4M 0.02% +109,004 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 560 shares; 2025Q1: 218,818 shares; 2025Q2: 232,948 shares 232,948 $13.1M 0.02% +14,130 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,199 shares; 2024Q4: 65,315 shares; 2025Q1: 68,932 shares; 2025Q2: 72,195 shares 72,195 $13M 0.02% +3,263 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,384 shares; 2024Q4: 128,746 shares; 2025Q1: 82,279 shares; 2025Q2: 124,649 shares 124,649 $12.6M 0.02% +42,370 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 238 shares; 2025Q1: 149,096 shares; 2025Q2: 158,801 shares 158,801 $12.2M 0.02% +9,705 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,268 shares; 2024Q4: 90,690 shares; 2025Q1: 39,384 shares; 2025Q2: 38,203 shares 38,203 $12.1M 0.02% -1,181 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302,500 shares; 2025Q2: 322,450 shares 322,450 $12.1M 0.02% +19,950 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,536 shares; 2024Q4: 70,589 shares; 2025Q1: 158,028 shares; 2025Q2: 157,868 shares 157,868 $11.2M 0.02% -160 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,955 shares; 2024Q4: 43,209 shares; 2025Q1: 57,106 shares; 2025Q2: 53,414 shares 53,414 $10.9M 0.02% -3,692 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 1,671,194 shares; 2025Q1: 1,748,421 shares; 2025Q2: 1,822,608 shares 1,822,608 $10.8M 0.02% +74,187 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,076 shares; 2024Q4: 208,322 shares; 2025Q1: 208,322 shares; 2025Q2: 230,554 shares 230,554 $10.7M 0.02% +22,232 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,674 shares; 2024Q4: 65,611 shares; 2025Q1: 33,760 shares; 2025Q2: 34,673 shares 34,673 $10.4M 0.02% +913 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,978 shares; 2024Q4: 35,788 shares; 2025Q1: 36,760 shares; 2025Q2: 33,784 shares 33,784 $10.3M 0.02% -2,976 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,867 shares; 2024Q4: 41,828 shares; 2025Q1: 27,002 shares; 2025Q2: 32,160 shares 32,160 $10.3M 0.02% +5,158 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,101 shares; 2024Q4: 49,796 shares; 2025Q1: 53,211 shares; 2025Q2: 52,620 shares 52,620 $10.2M 0.02% -591 Timeline TITN TITAN MACHY INC More: the full row for TITAN MACHY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: not reported; 2025Q1: 628,806 shares; 2025Q2: 506,986 shares 506,986 $10M 0.02% -121,820 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,419 shares; 2024Q4: 417,181 shares; 2025Q1: 71,519 shares; 2025Q2: 71,077 shares 71,077 $9.35M 0.02% -442 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,898 shares; 2024Q4: 113,198 shares; 2025Q1: 74,287 shares; 2025Q2: 72,847 shares 72,847 $8.99M 0.01% -1,440 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,558 shares; 2024Q4: 243,558 shares; 2025Q1: 243,571 shares; 2025Q2: 243,571 shares 243,571 $8.96M 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,765 shares; 2024Q4: 33,412 shares; 2025Q1: 17,809 shares; 2025Q2: 18,864 shares 18,864 $8.85M 0.01% +1,055 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,233 shares; 2024Q4: 228,003 shares; 2025Q1: 130,468 shares; 2025Q2: 124,509 shares 124,509 $8.64M 0.01% -5,959 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 24,451 shares; 2025Q1: 11,652 shares; 2025Q2: 11,824 shares 11,824 $8.37M 0.01% +172 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,007 shares; 2024Q4: 60,722 shares; 2025Q1: 31,334 shares; 2025Q2: 30,487 shares 30,487 $8.31M 0.01% -847 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,052 shares; 2024Q4: 18,808 shares; 2025Q1: 10,034 shares; 2025Q2: 10,323 shares 10,323 $8.13M 0.01% +289 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,752 shares; 2024Q4: 90,916 shares; 2025Q1: 170,097 shares; 2025Q2: 169,926 shares 169,926 $7.69M 0.01% -171 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,663 shares; 2024Q4: 378,824 shares; 2025Q1: 349,672 shares; 2025Q2: 19,808 shares 19,808 $7.69M 0.01% -329,864 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,143 shares; 2024Q4: 67,942 shares; 2025Q1: 40,401 shares; 2025Q2: 40,421 shares 40,421 $7.53M 0.01% +20 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,737 shares; 2024Q4: 28,714 shares; 2025Q1: 30,693 shares; 2025Q2: 29,096 shares 29,096 $7.49M 0.01% -1,597 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,307 shares; 2024Q4: 66,746 shares; 2025Q1: 82,672 shares; 2025Q2: 88,428 shares 88,428 $7.38M 0.01% +5,756 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,082 shares; 2024Q4: 579,782 shares; 2025Q1: 607,431 shares; 2025Q2: 636,634 shares 636,634 $7.31M 0.01% +29,203 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,112 shares; 2024Q4: 127,797 shares; 2025Q1: 116,680 shares; 2025Q2: 116,623 shares 116,623 $7.21M 0.01% -57 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,242 shares; 2024Q4: 11,981 shares; 2025Q1: 658,485 shares; 2025Q2: 32,523 shares 32,523 $7.2M 0.01% -625,962 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,045 shares; 2024Q4: 40,256 shares; 2025Q1: 24,444 shares; 2025Q2: 25,644 shares 25,644 $7.16M 0.01% +1,200 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,766 shares; 2024Q4: 42,860 shares; 2025Q1: 47,624 shares; 2025Q2: 48,617 shares 48,617 $7.1M 0.01% +993 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,302 shares; 2024Q4: 115,187 shares; 2025Q1: 121,851 shares; 2025Q2: 101,245 shares 101,245 $7.07M 0.01% -20,606 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,311 shares; 2024Q4: 100,601 shares; 2025Q1: 100,695 shares; 2025Q2: 96,559 shares 96,559 $7.02M 0.01% -4,136 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,092 shares; 2024Q4: 60,817 shares; 2025Q1: 77,427 shares; 2025Q2: 76,065 shares 76,065 $7M 0.01% -1,362 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,380 shares; 2024Q4: 54,562 shares; 2025Q1: 53,075 shares; 2025Q2: 54,846 shares 54,846 $6.8M 0.01% +1,771 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,678 shares; 2024Q4: 39,369 shares; 2025Q1: 40,148 shares; 2025Q2: 42,354 shares 42,354 $6.77M 0.01% +2,206 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,107 shares; 2024Q4: 35,109 shares; 2025Q1: 18,206 shares; 2025Q2: 17,423 shares 17,423 $6.74M 0.01% -783 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,960 shares; 2024Q4: 48,706 shares; 2025Q1: 47,322 shares; 2025Q2: 47,723 shares 47,723 $6.62M 0.01% +401 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,161 shares; 2024Q4: 68,269 shares; 2025Q1: 68,269 shares; 2025Q2: 68,269 shares 68,269 $6.54M 0.01% 0 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,661 shares; 2024Q4: 217,673 shares; 2025Q1: 210,780 shares; 2025Q2: 206,636 shares 206,636 $6.53M 0.01% -4,144 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,879 shares; 2024Q4: 1,092,201 shares; 2025Q1: 1,093,165 shares; 2025Q2: 241,505 shares 241,505 $6.5M 0.01% -851,660 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 24,111 shares; 2025Q1: 323,226 shares; 2025Q2: 58,548 shares 58,548 $6.48M 0.01% -264,678 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,029 shares; 2024Q4: 9,108 shares; 2025Q1: 32,310 shares; 2025Q2: 32,210 shares 32,210 $6.46M 0.01% -100 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,489 shares; 2024Q4: 89,489 shares; 2025Q1: 1,086,145 shares; 2025Q2: 193,047 shares 193,047 $6.16M 0.01% -893,098 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,267 shares; 2025Q1: 19,247 shares; 2025Q2: 106,726 shares 106,726 $6.15M 0.01% +87,479 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,140 shares; 2024Q4: 39,627 shares; 2025Q1: 39,494 shares; 2025Q2: 33,364 shares 33,364 $6.06M 0.01% -6,130 Timeline MAZE MAZE THERAPEUTICS INC More: the full row for MAZE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481,790 shares; 2025Q2: 481,790 shares 481,790 $5.91M 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,422 shares; 2024Q4: 27,133 shares; 2025Q1: 18,288 shares; 2025Q2: 17,842 shares 17,842 $5.9M 0.01% -446 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,310 shares; 2024Q4: 37,111 shares; 2025Q1: 25,462 shares; 2025Q2: 24,195 shares 24,195 $5.76M 0.01% -1,267 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,768 shares; 2024Q4: 8,876 shares; 2025Q1: 8,652 shares; 2025Q2: 8,636 shares 8,636 $5.73M 0.01% -16 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,724 shares; 2024Q4: 98,182 shares; 2025Q1: 99,127 shares; 2025Q2: 91,693 shares 91,693 $5.72M 0.01% -7,434 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 4,619 shares; 2025Q1: 9,114 shares; 2025Q2: 11,307 shares 11,307 $5.67M 0.01% +2,193 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,077 shares; 2024Q4: 32,616 shares; 2025Q1: 17,318 shares; 2025Q2: 26,608 shares 26,608 $5.66M 0.01% +9,290 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,594 shares; 2024Q4: 97,167 shares; 2025Q1: 54,995 shares; 2025Q2: 50,818 shares 50,818 $5.63M 0.01% -4,177 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,478 shares; 2024Q4: 20,860 shares; 2025Q1: 70,278 shares; 2025Q2: 83,450 shares 83,450 $5.54M 0.01% +13,172 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,760 shares; 2024Q4: 113,579 shares; 2025Q1: 113,675 shares; 2025Q2: 113,675 shares 113,675 $5.48M 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916,653 shares; 2024Q4: 81,921 shares; 2025Q1: 57,243 shares; 2025Q2: 58,284 shares 58,284 $5.34M 0.01% +1,041 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,902 shares; 2025Q1: 39,096 shares; 2025Q2: 44,226 shares 44,226 $5.26M 0.01% +5,130 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,958 shares; 2024Q4: 312,211 shares; 2025Q1: 356,442 shares; 2025Q2: 382,291 shares 382,291 $5.25M 0.01% +25,849 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,209 shares; 2024Q4: 169,491 shares; 2025Q1: 64,247 shares; 2025Q2: 65,049 shares 65,049 $5.21M 0.01% +802 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,714 shares; 2024Q4: 42,088 shares; 2025Q1: 103,414 shares; 2025Q2: 92,641 shares 92,641 $5.11M 0.01% -10,773 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940,088 shares; 2024Q4: 1,918,747 shares; 2025Q1: 1,681,398 shares; 2025Q2: 23,034 shares 23,034 $5.11M 0.01% -1,658,364 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,370 shares; 2024Q4: 74,153 shares; 2025Q1: 74,980 shares; 2025Q2: 74,133 shares 74,133 $5.08M 0.01% -847 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,213 shares; 2024Q4: 119,332 shares; 2025Q1: 117,032 shares; 2025Q2: 125,667 shares 125,667 $5.04M 0.01% +8,635 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,216 shares; 2024Q4: 35,320 shares; 2025Q1: 78,227 shares; 2025Q2: 47,831 shares 47,831 $4.97M 0.01% -30,396 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,443 shares; 2024Q4: 208,138 shares; 2025Q1: 99,441 shares; 2025Q2: 76,188 shares 76,188 $4.79M 0.01% -23,253 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,946 shares; 2024Q4: 17,369 shares; 2025Q1: 10,219 shares; 2025Q2: 10,076 shares 10,076 $4.67M 0.01% -143 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 3,938 shares; 2025Q1: 34,238 shares; 2025Q2: 34,328 shares 34,328 $4.66M 0.01% +90 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 13,963 shares; 2025Q1: 15,128 shares; 2025Q2: 15,162 shares 15,162 $4.61M 0.01% +34 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,425 shares; 2025Q1: 1,440 shares; 2025Q2: 17,991 shares 17,991 $4.56M 0.01% +16,551 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,071 shares; 2024Q4: 30,785 shares; 2025Q1: 27,017 shares; 2025Q2: 27,174 shares 27,174 $4.51M 0.01% +157 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,864 shares; 2025Q1: 12,899 shares; 2025Q2: 33,797 shares 33,797 $4.49M 0.01% +20,898 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,085 shares; 2024Q4: 62,706 shares; 2025Q1: 86,798 shares; 2025Q2: 85,618 shares 85,618 $4.48M 0.01% -1,180 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,102 shares; 2024Q4: 40,562 shares; 2025Q1: 27,989 shares; 2025Q2: 22,946 shares 22,946 $4.45M 0.01% -5,043 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,770 shares; 2024Q4: 142,645 shares; 2025Q1: 51,016 shares; 2025Q2: 44,060 shares 44,060 $4.4M 0.01% -6,956 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,381 shares; 2024Q4: 46,074 shares; 2025Q1: 54,249 shares; 2025Q2: 56,499 shares 56,499 $4.37M 0.01% +2,250 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,848 shares; 2024Q4: 19,930 shares; 2025Q1: 11,363 shares; 2025Q2: 10,923 shares 10,923 $4.32M 0.01% -440 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,630 shares; 2024Q4: 95,321 shares; 2025Q1: 59,258 shares; 2025Q2: 63,822 shares 63,822 $4.31M 0.01% +4,564 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903,557 shares; 2024Q4: 26,855 shares; 2025Q1: 32,416 shares; 2025Q2: 46,008 shares 46,008 $4.29M 0.01% +13,592 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,065 shares; 2024Q4: 22,364 shares; 2025Q1: 25,414 shares; 2025Q2: 31,432 shares 31,432 $4.28M 0.01% +6,018 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,642 shares; 2024Q4: 15,897 shares; 2025Q1: 18,012 shares; 2025Q2: 16,693 shares 16,693 $4.27M 0.01% -1,319 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 3,630 shares; 2025Q1: 25,993 shares; 2025Q2: 59,403 shares 59,403 $4.26M 0.01% +33,410 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 2,137 shares; 2025Q1: 2,658 shares; 2025Q2: 2,738 shares 2,738 $4.16M 0.01% +80 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,253 shares; 2024Q4: 128,901 shares; 2025Q1: 58,668 shares; 2025Q2: 98,256 shares 98,256 $4.13M 0.01% +39,588 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,774 shares; 2024Q4: 28,676 shares; 2025Q1: 18,696 shares; 2025Q2: 18,810 shares 18,810 $4.11M 0.01% +114 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,024 shares; 2024Q4: 71,480 shares; 2025Q1: 3,586,926 shares; 2025Q2: 50,335 shares 50,335 $4.08M 0.01% -3,536,591 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,931 shares; 2024Q4: 75,753 shares; 2025Q1: 75,758 shares; 2025Q2: 58,986 shares 58,986 $4.07M 0.01% -16,772 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 19,128 shares; 2025Q1: 10,273 shares; 2025Q2: 11,258 shares 11,258 $4.02M 0.01% +985 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,630 shares; 2024Q4: 111,096 shares; 2025Q1: 52,631 shares; 2025Q2: 46,314 shares 46,314 $3.94M 0.01% -6,317 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999,286 shares; 2024Q4: 67,858 shares; 2025Q1: 59,125 shares; 2025Q2: 49,363 shares 49,363 $3.91M 0.01% -9,762 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,967 shares; 2024Q4: 522,458 shares; 2025Q1: 181,121 shares; 2025Q2: 123,854 shares 123,854 $3.89M 0.01% -57,267 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,640 shares; 2024Q4: 28,274 shares; 2025Q1: 28,165 shares; 2025Q2: 28,165 shares 28,165 $3.8M 0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,368 shares; 2024Q4: 176,669 shares; 2025Q1: 211,641 shares; 2025Q2: 172,364 shares 172,364 $3.77M 0.01% -39,277 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,576 shares; 2024Q4: 24,705 shares; 2025Q1: 25,767 shares; 2025Q2: 18,113 shares 18,113 $3.71M 0.01% -7,654 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,293 shares; 2024Q4: 22,423 shares; 2025Q1: 23,706 shares; 2025Q2: 26,009 shares 26,009 $3.69M 0.01% +2,303 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,366 shares; 2024Q4: 101,224 shares; 2025Q1: 52,517 shares; 2025Q2: 37,289 shares 37,289 $3.68M 0.01% -15,228 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,401 shares; 2024Q4: 25,287 shares; 2025Q1: 13,880 shares; 2025Q2: 12,629 shares 12,629 $3.66M 0.01% -1,251 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,041 shares; 2024Q4: 30,623 shares; 2025Q1: 1,221 shares; 2025Q2: 982 shares 982 $3.64M 0.01% -239 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,311 shares; 2024Q4: 327,074 shares; 2025Q1: 128,055 shares; 2025Q2: 125,689 shares 125,689 $3.64M 0.01% -2,366 Timeline TNGX TANGO THERAPEUTICS INC More: the full row for TANGO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,384 shares; 2024Q4: 708,384 shares; 2025Q1: 708,384 shares; 2025Q2: 708,384 shares 708,384 $3.63M 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634,476 shares; 2024Q4: 14,686 shares; 2025Q1: 14,828 shares; 2025Q2: 26,342 shares 26,342 $3.55M 0.01% +11,514 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,331 shares; 2024Q4: 46,483 shares; 2025Q1: 95,093 shares; 2025Q2: 93,825 shares 93,825 $3.51M 0.01% -1,268 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,520 shares; 2024Q4: 16,408 shares; 2025Q1: 7,465 shares; 2025Q2: 6,565 shares 6,565 $3.5M 0.01% -900 Timeline NRIX NURIX THERAPEUTICS INC More: the full row for NURIX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,053 shares; 2024Q4: 306,003 shares; 2025Q1: 306,003 shares; 2025Q2: 306,003 shares 306,003 $3.48M 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 9,858 shares; 2025Q1: 4,896 shares; 2025Q2: 4,977 shares 4,977 $3.48M 0.01% +81 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,111 shares; 2024Q4: 108,333 shares; 2025Q1: 108,333 shares; 2025Q2: 129,988 shares 129,988 $3.44M 0.01% +21,655 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: 7,177 shares; 2025Q1: 7,484 shares; 2025Q2: 7,465 shares 7,465 $3.32M 0.01% -19 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,383 shares; 2024Q4: 34,535 shares; 2025Q1: 35,170 shares; 2025Q2: 36,411 shares 36,411 $3.32M 0.01% +1,241 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,201 shares; 2025Q1: 3,559 shares; 2025Q2: 3,146 shares 3,146 $3.3M 0.01% -413 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 7,854 shares; 2025Q1: 3,916 shares; 2025Q2: 3,160 shares 3,160 $3.29M 0.01% -756 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,527 shares; 2024Q4: 22,527 shares; 2025Q1: 22,620 shares; 2025Q2: 29,667 shares 29,667 $3.27M 0.01% +7,047 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,789 shares; 2024Q4: 23,983 shares; 2025Q1: 29,030 shares; 2025Q2: 24,204 shares 24,204 $3.23M 0.01% -4,826 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,113 shares; 2024Q4: 86,776 shares; 2025Q1: 88,236 shares; 2025Q2: 94,628 shares 94,628 $3.18M 0.01% +6,392 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,914 shares; 2024Q4: 162,780 shares; 2025Q1: 111,624 shares; 2025Q2: 102,339 shares 102,339 $3.17M 0.01% -9,285 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,223 shares; 2024Q4: 37,657 shares; 2025Q1: 13,549 shares; 2025Q2: 13,064 shares 13,064 $3.11M 0.01% -485 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,889 shares; 2024Q4: 61,503 shares; 2025Q1: 27,655 shares; 2025Q2: 20,811 shares 20,811 $3.08M 0.01% -6,844 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,187 shares; 2024Q4: 42,217 shares; 2025Q1: 17,642 shares; 2025Q2: 8,600 shares 8,600 $3.01M <0.01% -9,042 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,621 shares; 2024Q4: 119,250 shares; 2025Q1: 132,478 shares; 2025Q2: 122,865 shares 122,865 $2.98M <0.01% -9,613 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,190 shares; 2025Q1: 44,470 shares; 2025Q2: 37,010 shares 37,010 $2.96M <0.01% -7,460 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,459 shares; 2024Q4: 35,579 shares; 2025Q1: 17,147 shares; 2025Q2: 17,157 shares 17,157 $2.95M <0.01% +10 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,658 shares; 2024Q4: 16,403 shares; 2025Q1: 10,713 shares; 2025Q2: 10,951 shares 10,951 $2.93M <0.01% +238 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,089 shares; 2024Q4: 18,389 shares; 2025Q1: 6,726 shares; 2025Q2: 6,680 shares 6,680 $2.92M <0.01% -46 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,829 shares; 2024Q4: 155,781 shares; 2025Q1: 64,672 shares; 2025Q2: 64,112 shares 64,112 $2.9M <0.01% -560 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,518 shares; 2025Q1: 10,583 shares; 2025Q2: 10,688 shares 10,688 $2.85M <0.01% +105 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,220 shares; 2024Q4: 774,428 shares; 2025Q1: 740,828 shares; 2025Q2: 39,985 shares 39,985 $2.84M <0.01% -700,843 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,925 shares; 2024Q4: 8,581 shares; 2025Q1: 8,885 shares; 2025Q2: 5,772 shares 5,772 $2.83M <0.01% -3,113 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,113 shares; 2024Q4: 13,678 shares; 2025Q1: 14,899 shares; 2025Q2: 15,138 shares 15,138 $2.83M <0.01% +239 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,529 shares; 2024Q4: 102,752 shares; 2025Q1: 53,490 shares; 2025Q2: 52,914 shares 52,914 $2.79M <0.01% -576 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,175 shares; 2024Q4: 104,800 shares; 2025Q1: 66,560 shares; 2025Q2: 59,520 shares 59,520 $2.75M <0.01% -7,040 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 10,135 shares; 2025Q1: 10,135 shares; 2025Q2: 9,577 shares 9,577 $2.73M <0.01% -558 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: 10,283 shares; 2025Q1: 11,779 shares; 2025Q2: 9,788 shares 9,788 $2.71M <0.01% -1,991 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,302 shares; 2024Q4: 40,302 shares; 2025Q1: 40,494 shares; 2025Q2: 40,302 shares 40,302 $2.67M <0.01% -192 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 3,787 shares; 2025Q1: 2,271 shares; 2025Q2: 2,271 shares 2,271 $2.67M <0.01% 0 LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,609 shares; 2025Q1: 34,042 shares; 2025Q2: 27,371 shares 27,371 $2.66M <0.01% -6,671 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 821 shares; 2025Q1: 7,293 shares; 2025Q2: 23,358 shares 23,358 $2.65M <0.01% +16,065 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,568 shares; 2024Q4: 53,568 shares; 2025Q1: 53,568 shares; 2025Q2: 53,568 shares 53,568 $2.63M <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,901 shares; 2024Q4: 15,480 shares; 2025Q1: 15,688 shares; 2025Q2: 15,146 shares 15,146 $2.61M <0.01% -542 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,412 shares; 2024Q4: 34,484 shares; 2025Q1: 33,366 shares; 2025Q2: 34,112 shares 34,112 $2.56M <0.01% +746 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880,815 shares; 2024Q4: 3,829,965 shares; 2025Q1: 61,296 shares; 2025Q2: 44,859 shares 44,859 $2.52M <0.01% -16,437 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 9,197 shares; 2025Q1: 31,195 shares; 2025Q2: 31,051 shares 31,051 $2.5M <0.01% -144 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,960 shares; 2024Q4: 47,638 shares; 2025Q1: 24,928 shares; 2025Q2: 17,133 shares 17,133 $2.49M <0.01% -7,795 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,925 shares; 2025Q1: 23,690 shares; 2025Q2: 31,278 shares 31,278 $2.48M <0.01% +7,588 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,887 shares; 2025Q2: 51,518 shares 51,518 $2.48M <0.01% -12,369 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,117 shares; 2024Q4: 34,399 shares; 2025Q1: 19,751 shares; 2025Q2: 15,812 shares 15,812 $2.47M <0.01% -3,939 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 42,622 shares; 2025Q1: 155,422 shares; 2025Q2: 155,566 shares 155,566 $2.43M <0.01% +144 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,850 shares; 2024Q4: 27,850 shares; 2025Q1: 26,989 shares; 2025Q2: 26,685 shares 26,685 $2.39M <0.01% -304 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 7,528 shares; 2025Q1: 7,389 shares; 2025Q2: 7,579 shares 7,579 $2.38M <0.01% +190 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,341 shares; 2025Q1: 4,279 shares; 2025Q2: 4,333 shares 4,333 $2.38M <0.01% +54 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,474 shares 6,474 $2.37M <0.01% +74 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,530 shares; 2024Q4: 87,856 shares; 2025Q1: 54,021 shares; 2025Q2: 40,994 shares 40,994 $2.36M <0.01% -13,027 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,909 shares; 2024Q4: 208,416 shares; 2025Q1: 88,756 shares; 2025Q2: 43,291 shares 43,291 $2.35M <0.01% -45,465 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,324 shares; 2024Q4: 26,094 shares; 2025Q1: 9,888 shares; 2025Q2: 9,505 shares 9,505 $2.34M <0.01% -383 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,828 shares; 2024Q4: 23,019 shares; 2025Q1: 20,607 shares; 2025Q2: 21,083 shares 21,083 $2.34M <0.01% +476 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,356 shares; 2024Q4: 16,777 shares; 2025Q1: 7,839 shares; 2025Q2: 7,539 shares 7,539 $2.33M <0.01% -300 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,592 shares; 2024Q4: 24,868 shares; 2025Q1: 28,768 shares; 2025Q2: 31,767 shares 31,767 $2.33M <0.01% +2,999 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,272 shares 21,272 $2.32M <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,340 shares; 2024Q4: 8,623 shares; 2025Q1: 8,409 shares; 2025Q2: 8,894 shares 8,894 $2.32M <0.01% +485 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,239 shares; 2024Q4: 58,777 shares; 2025Q1: 63,761 shares; 2025Q2: 67,727 shares 67,727 $2.29M <0.01% +3,966 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 4,439 shares; 2025Q1: 6,967 shares; 2025Q2: 7,056 shares 7,056 $2.28M <0.01% +89 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,865 shares; 2024Q4: 14,599 shares; 2025Q1: 8,313 shares; 2025Q2: 7,773 shares 7,773 $2.27M <0.01% -540 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,058 shares 63,058 $2.25M <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,274 shares; 2024Q4: 133,621 shares; 2025Q1: 104,751 shares; 2025Q2: 68,780 shares 68,780 $2.24M <0.01% -35,971 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,266 shares; 2024Q4: 39,036 shares; 2025Q1: 22,336 shares; 2025Q2: 23,122 shares 23,122 $2.23M <0.01% +786 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,309 shares; 2025Q1: 27,379 shares; 2025Q2: 21,718 shares 21,718 $2.22M <0.01% -5,661 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,678 shares; 2024Q4: 7,246 shares; 2025Q1: 8,791 shares; 2025Q2: 7,865 shares 7,865 $2.22M <0.01% -926 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,751 shares 84,751 $2.21M <0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares 7,250 $2.21M <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,573 shares; 2024Q4: 52,630 shares; 2025Q1: 24,078 shares; 2025Q2: 13,445 shares 13,445 $2.16M <0.01% -10,633 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 780 shares; 2025Q1: 13,130 shares; 2025Q2: 13,044 shares 13,044 $2.14M <0.01% -86 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,926 shares; 2024Q4: 64,649 shares; 2025Q1: 34,410 shares; 2025Q2: 36,459 shares 36,459 $2.14M <0.01% +2,049 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,472 shares; 2024Q4: 22,560 shares; 2025Q1: 22,296 shares; 2025Q2: 26,107 shares 26,107 $2.13M <0.01% +3,811 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,866 shares; 2024Q4: 67,290 shares; 2025Q1: 27,633 shares; 2025Q2: 20,044 shares 20,044 $2.11M <0.01% -7,589 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,890 shares; 2024Q4: 19,290 shares; 2025Q1: 23,264 shares; 2025Q2: 23,240 shares 23,240 $2.11M <0.01% -24 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,735 shares; 2024Q4: 46,501 shares; 2025Q1: 24,308 shares; 2025Q2: 22,528 shares 22,528 $2.07M <0.01% -1,780 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 11,189 shares; 2025Q1: 12,441 shares; 2025Q2: 10,595 shares 10,595 $2.07M <0.01% -1,846 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 18,447 shares; 2025Q1: 16,530 shares; 2025Q2: 16,668 shares 16,668 $2.05M <0.01% +138 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,118 shares; 2024Q4: 25,837 shares; 2025Q1: 12,445 shares; 2025Q2: 13,483 shares 13,483 $2.05M <0.01% +1,038 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,055 shares; 2024Q4: 141,860 shares; 2025Q1: 144,919 shares; 2025Q2: 148,464 shares 148,464 $2.04M <0.01% +3,545 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 9,649 shares; 2025Q1: 10,678 shares; 2025Q2: 10,120 shares 10,120 $2.04M <0.01% -558 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 3,691 shares; 2025Q1: 3,887 shares; 2025Q2: 3,948 shares 3,948 $2.02M <0.01% +61 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,633 shares; 2024Q4: 584,463 shares; 2025Q1: 584,530 shares; 2025Q2: 584,530 shares 584,530 $2.02M <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,150 shares; 2025Q1: 5,072 shares; 2025Q2: 3,404 shares 3,404 $2.02M <0.01% -1,668 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 15,914 shares; 2025Q1: 15,127 shares; 2025Q2: 15,034 shares 15,034 $1.99M <0.01% -93 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,988 shares; 2024Q4: 286,988 shares; 2025Q1: 286,988 shares; 2025Q2: 286,988 shares 286,988 $1.98M <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,945 shares; 2024Q4: 30,945 shares; 2025Q1: 35,499 shares; 2025Q2: 44,348 shares 44,348 $1.96M <0.01% +8,849 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 11,644 shares; 2025Q1: 12,246 shares; 2025Q2: 12,498 shares 12,498 $1.96M <0.01% +252 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,400 shares; 2024Q4: 19,400 shares; 2025Q1: 19,400 shares; 2025Q2: 19,400 shares 19,400 $1.92M <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 10,184 shares; 2025Q1: 11,289 shares; 2025Q2: 15,573 shares 15,573 $1.88M <0.01% +4,284 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,822 shares; 2024Q4: 80,550 shares; 2025Q1: 22,170 shares; 2025Q2: 26,748 shares 26,748 $1.88M <0.01% +4,578 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 16,954 shares; 2025Q2: 17,696 shares 17,696 $1.88M <0.01% +742 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,515 shares; 2024Q4: 134,965 shares; 2025Q1: 45,781 shares; 2025Q2: 36,158 shares 36,158 $1.87M <0.01% -9,623 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,189 shares; 2024Q4: 14,338 shares; 2025Q1: 14,844 shares; 2025Q2: 15,349 shares 15,349 $1.85M <0.01% +505 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,123 shares; 2024Q4: 9,123 shares; 2025Q1: 9,508 shares; 2025Q2: 9,456 shares 9,456 $1.85M <0.01% -52 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,851 shares; 2024Q4: 42,906 shares; 2025Q1: 19,004 shares; 2025Q2: 15,440 shares 15,440 $1.85M <0.01% -3,564 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,543 shares; 2025Q1: 7,547 shares; 2025Q2: 7,121 shares 7,121 $1.84M <0.01% -426 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,010 shares; 2025Q1: 64,893 shares; 2025Q2: 64,913 shares 64,913 $1.84M <0.01% +20 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: 18,044 shares; 2025Q1: 7,938 shares; 2025Q2: 8,073 shares 8,073 $1.83M <0.01% +135 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 494 shares; 2025Q1: 736 shares; 2025Q2: 917 shares 917 $1.83M <0.01% +181 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 19,536 shares; 2025Q1: 20,141 shares; 2025Q2: 19,561 shares 19,561 $1.81M <0.01% -580 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,577 shares; 2024Q4: 20,640 shares; 2025Q1: 21,961 shares; 2025Q2: 23,369 shares 23,369 $1.81M <0.01% +1,408 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,675 shares; 2024Q4: 31,580 shares; 2025Q1: 43,065 shares; 2025Q2: 41,805 shares 41,805 $1.79M <0.01% -1,260 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,180 shares; 2024Q4: 42,115 shares; 2025Q1: 18,883 shares; 2025Q2: 13,831 shares 13,831 $1.78M <0.01% -5,052 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,457 shares; 2024Q4: 16,415 shares; 2025Q1: 16,482 shares; 2025Q2: 16,194 shares 16,194 $1.77M <0.01% -288 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 14,666 shares; 2025Q1: 7,810 shares; 2025Q2: 5,397 shares 5,397 $1.77M <0.01% -2,413 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,715 shares; 2024Q4: 258,233 shares; 2025Q1: 22,001 shares; 2025Q2: 14,191 shares 14,191 $1.77M <0.01% -7,810 Timeline