MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,787,457 shares; 2024Q2: 6,708,516 shares; 2024Q3: 6,864,415 shares; 2024Q4: 6,834,135 shares; 2025Q1: 6,937,468 shares; 2025Q2: 6,709,310 shares; 2025Q3: 6,595,287 shares 6,595,287 $3.42B 5.85% -114,023 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,161,364 shares; 2024Q2: 11,350,192 shares; 2024Q3: 11,385,366 shares; 2024Q4: 11,038,856 shares; 2025Q1: 10,897,899 shares; 2025Q2: 10,821,497 shares; 2025Q3: 10,698,436 shares 10,698,436 $2.72B 4.66% -123,061 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; 2023Q4: restricted; 2024Q1: 11,258,747 shares; 2024Q2: 11,144,859 shares; 2024Q3: 11,033,291 shares; 2024Q4: 10,695,476 shares; 2025Q1: 10,681,706 shares; 2025Q2: 10,635,297 shares; 2025Q3: 10,571,204 shares 10,571,204 $2.32B 3.97% -64,093 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,311,591 shares; 2024Q2: 13,888,795 shares; 2024Q3: 14,035,379 shares; 2024Q4: 13,470,218 shares; 2025Q1: 12,886,857 shares; 2025Q2: 12,343,698 shares; 2025Q3: 12,188,730 shares 12,188,730 $2.27B 3.89% -154,968 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,645,686 shares; 2024Q2: 7,627,934 shares; 2024Q3: 7,740,176 shares; 2024Q4: 8,130,382 shares; 2025Q1: 7,972,681 shares; 2025Q2: 7,183,959 shares; 2025Q3: 6,600,946 shares 6,600,946 $1.6B 2.75% -583,013 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; 2023Q4: restricted; 2024Q1: 3,152,147 shares; 2024Q2: 3,116,315 shares; 2024Q3: 3,312,554 shares; 2024Q4: 3,242,788 shares; 2025Q1: 3,250,085 shares; 2025Q2: 3,248,027 shares; 2025Q3: 3,192,322 shares 3,192,322 $1.01B 1.72% -55,705 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; 2023Q4: restricted; 2024Q1: 866,211 shares; 2024Q2: 948,152 shares; 2024Q3: 981,058 shares; 2024Q4: 989,825 shares; 2025Q1: 1,174,698 shares; 2025Q2: 1,185,366 shares; 2025Q3: 1,363,424 shares 1,363,424 $1B 1.71% +178,058 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,291,411 shares; 2024Q2: 3,252,993 shares; 2024Q3: 3,235,373 shares; 2024Q4: 3,159,796 shares; 2025Q1: 3,131,282 shares; 2025Q2: 2,789,285 shares; 2025Q3: 2,763,214 shares 2,763,214 $943M 1.61% -26,071 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 95,342 shares; 2024Q2: 109,148 shares; 2024Q3: 507,702 shares; 2024Q4: 496,628 shares; 2025Q1: 1,391,003 shares; 2025Q2: 1,774,563 shares; 2025Q3: 2,521,836 shares 2,521,836 $832M 1.42% +747,273 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,676,806 shares; 2024Q2: 4,547,812 shares; 2024Q3: 4,441,812 shares; 2024Q4: 4,271,333 shares; 2025Q1: 3,795,751 shares; 2025Q2: 3,286,135 shares; 2025Q3: 3,134,414 shares 3,134,414 $763M 1.31% -151,721 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,319,319 shares; 2024Q2: 3,281,262 shares; 2024Q3: 3,298,565 shares; 2024Q4: 3,234,563 shares; 2025Q1: 4,189,942 shares; 2025Q2: 4,216,484 shares; 2025Q3: 4,177,124 shares 4,177,124 $699M 1.2% -39,360 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,426,947 shares; 2024Q2: 5,374,962 shares; 2024Q3: 4,981,461 shares; 2024Q4: 4,837,549 shares; 2025Q1: 4,043,575 shares; 2025Q2: 4,084,704 shares; 2025Q3: 4,063,988 shares 4,063,988 $694M 1.19% -20,716 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; 2023Q4: restricted; 2024Q1: 9,294,783 shares; 2024Q2: 9,212,787 shares; 2024Q3: 9,090,358 shares; 2024Q4: 8,105,996 shares; 2025Q1: 8,218,863 shares; 2025Q2: 8,232,361 shares; 2025Q3: 8,154,148 shares 8,154,148 $626M 1.07% -78,213 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,364,077 shares; 2024Q2: 8,812,094 shares; 2024Q3: 8,805,629 shares; 2024Q4: 8,686,237 shares; 2025Q1: 8,675,751 shares; 2025Q2: 3,590,839 shares; 2025Q3: 4,366,843 shares 4,366,843 $615M 1.05% +776,004 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; 2023Q4: restricted; 2024Q1: 8,233,260 shares; 2024Q2: 7,622,993 shares; 2024Q3: 6,166,890 shares; 2024Q4: 6,626,486 shares; 2025Q1: 7,957,848 shares; 2025Q2: 7,444,585 shares; 2025Q3: 7,585,666 shares 7,585,666 $573M 0.98% +141,081 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; 2023Q4: restricted; 2024Q1: 1,222,632 shares; 2024Q2: 1,245,538 shares; 2024Q3: 1,238,831 shares; 2024Q4: 1,276,174 shares; 2025Q1: 1,597,952 shares; 2025Q2: 1,666,862 shares; 2025Q3: 1,850,065 shares 1,850,065 $543M 0.93% +183,203 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,875,225 shares; 2024Q2: 4,802,579 shares; 2024Q3: 4,787,076 shares; 2024Q4: 4,667,557 shares; 2025Q1: 4,005,824 shares; 2025Q2: 4,118,212 shares; 2025Q3: 4,016,091 shares 4,016,091 $538M 0.92% -102,121 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; 2023Q4: restricted; 2024Q1: 670,492 shares; 2024Q2: 717,598 shares; 2024Q3: 720,453 shares; 2024Q4: 740,112 shares; 2025Q1: 771,008 shares; 2025Q2: 777,889 shares; 2025Q3: 822,690 shares 822,690 $504M 0.86% +44,801 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,414,101 shares; 2024Q4: 2,357,118 shares; 2025Q1: 2,346,628 shares; 2025Q2: 2,360,884 shares; 2025Q3: 2,094,807 shares 2,094,807 $460M 0.79% -266,077 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; 2023Q4: restricted; 2024Q1: 1,841,121 shares; 2024Q2: 1,818,486 shares; 2024Q3: 1,784,794 shares; 2024Q4: 1,722,095 shares; 2025Q1: 1,726,315 shares; 2025Q2: 1,724,691 shares; 2025Q3: 1,701,897 shares 1,701,897 $460M 0.79% -22,794 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,486,681 shares; 2024Q2: 14,726,567 shares; 2024Q3: 14,964,942 shares; 2024Q4: 15,099,522 shares; 2025Q1: 15,551,337 shares; 2025Q2: 15,620,200 shares; 2025Q3: 15,934,426 shares 15,934,426 $459M 0.79% +314,226 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; 2023Q4: restricted; 2024Q1: 547,463 shares; 2024Q2: 4,145,962 shares; 2024Q3: 4,216,443 shares; 2024Q4: 4,122,822 shares; 2025Q1: 4,085,890 shares; 2025Q2: 4,099,966 shares; 2025Q3: 4,068,284 shares 4,068,284 $459M 0.79% -31,682 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; 2023Q4: restricted; 2024Q1: 2,134,982 shares; 2024Q2: 2,162,163 shares; 2024Q3: 2,158,533 shares; 2024Q4: 2,112,734 shares; 2025Q1: 2,350,643 shares; 2025Q2: 2,331,676 shares; 2025Q3: 2,317,207 shares 2,317,207 $455M 0.78% -14,469 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,134,340 shares; 2024Q2: 2,092,248 shares; 2024Q3: 2,762,291 shares; 2024Q4: 2,709,569 shares; 2025Q1: 2,709,228 shares; 2025Q2: 2,715,412 shares; 2025Q3: 2,697,229 shares 2,697,229 $449M 0.77% -18,183 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 730,267 shares; 2024Q2: 829,598 shares; 2024Q3: 917,226 shares; 2024Q4: 946,838 shares; 2025Q1: 866,018 shares; 2025Q2: 807,501 shares; 2025Q3: 942,196 shares 942,196 $441M 0.76% +134,695 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; 2023Q4: restricted; 2024Q1: 1,196,492 shares; 2024Q2: 1,191,349 shares; 2024Q3: 947,802 shares; 2024Q4: 925,446 shares; 2025Q1: 916,516 shares; 2025Q2: 913,782 shares; 2025Q3: 905,469 shares 905,469 $441M 0.75% -8,313 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; 2023Q4: restricted; 2024Q1: 2,937,287 shares; 2024Q2: 3,140,432 shares; 2024Q3: 3,111,301 shares; 2024Q4: 3,035,844 shares; 2025Q1: 3,356,086 shares; 2025Q2: 3,031,887 shares; 2025Q3: 2,991,066 shares 2,991,066 $432M 0.74% -40,821 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; 2023Q4: restricted; 2024Q1: 1,665,748 shares; 2024Q2: 1,642,386 shares; 2024Q3: 1,621,587 shares; 2024Q4: 1,567,936 shares; 2025Q1: 1,560,812 shares; 2025Q2: 1,804,920 shares; 2025Q3: 1,795,510 shares 1,795,510 $424M 0.73% -9,410 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; 2023Q4: restricted; 2024Q1: 753,121 shares; 2024Q2: 753,074 shares; 2024Q3: 628,847 shares; 2024Q4: 628,733 shares; 2025Q1: 582,456 shares; 2025Q2: 593,349 shares; 2025Q3: 553,367 shares 553,367 $422M 0.72% -39,982 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; 2023Q4: restricted; 2024Q1: 635,059 shares; 2024Q2: 626,568 shares; 2024Q3: 620,916 shares; 2024Q4: 602,729 shares; 2025Q1: 601,755 shares; 2025Q2: 585,794 shares; 2025Q3: 834,965 shares 834,965 $405M 0.69% +249,171 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; 2023Q4: restricted; 2024Q1: 2,276,025 shares; 2024Q2: 1,634,082 shares; 2024Q3: 1,627,602 shares; 2024Q4: 1,575,076 shares; 2025Q1: 2,081,159 shares; 2025Q2: 2,100,421 shares; 2025Q3: 2,029,727 shares 2,029,727 $402M 0.69% -70,694 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; 2023Q4: restricted; 2024Q1: 2,525,807 shares; 2024Q2: 2,501,271 shares; 2024Q3: 2,475,130 shares; 2024Q4: 2,405,596 shares; 2025Q1: 2,394,263 shares; 2025Q2: 2,404,711 shares; 2025Q3: 2,376,441 shares 2,376,441 $400M 0.69% -28,270 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,007,552 shares; 2024Q2: 849,857 shares; 2024Q3: 842,211 shares; 2024Q4: 823,220 shares; 2025Q1: 818,884 shares; 2025Q2: 818,364 shares; 2025Q3: 808,967 shares 808,967 $384M 0.66% -9,397 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,520,462 shares; 2024Q2: 1,530,714 shares; 2024Q3: 1,437,206 shares; 2024Q4: 1,271,644 shares; 2025Q1: 1,723,539 shares; 2025Q2: 1,616,126 shares; 2025Q3: 1,599,480 shares 1,599,480 $376M 0.64% -16,646 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; 2023Q4: restricted; 2024Q1: 114,311 shares; 2024Q2: 133,252 shares; 2024Q3: 151,613 shares; 2024Q4: 56,966 shares; 2025Q1: 63,198 shares; 2025Q2: 295,847 shares; 2025Q3: 371,092 shares 371,092 $359M 0.62% +75,245 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,471,933 shares; 2024Q2: 2,651,329 shares; 2024Q3: 2,920,417 shares; 2024Q4: 2,866,213 shares; 2025Q1: 2,831,770 shares; 2025Q2: 2,924,638 shares; 2025Q3: 2,896,146 shares 2,896,146 $358M 0.61% -28,492 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; 2023Q4: restricted; 2024Q1: 1,531,462 shares; 2024Q2: 1,496,502 shares; 2024Q3: 1,482,723 shares; 2024Q4: 1,438,738 shares; 2025Q1: 1,435,439 shares; 2025Q2: 1,043,600 shares; 2025Q3: 1,020,922 shares 1,020,922 $353M 0.6% -22,678 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; 2023Q4: restricted; 2024Q1: 1,706,582 shares; 2024Q2: 1,543,090 shares; 2024Q3: 1,533,088 shares; 2024Q4: 1,222,842 shares; 2025Q1: 974,244 shares; 2025Q2: 877,857 shares; 2025Q3: 864,589 shares 864,589 $350M 0.6% -13,268 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; 2023Q4: restricted; 2024Q1: 924,672 shares; 2024Q2: 914,264 shares; 2024Q3: 937,863 shares; 2024Q4: 913,968 shares; 2025Q1: 907,856 shares; 2025Q2: 902,762 shares; 2025Q3: 1,190,430 shares 1,190,430 $349M 0.6% +287,668 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,160,787 shares; 2024Q2: 1,151,840 shares; 2024Q3: 1,158,576 shares; 2024Q4: 1,130,160 shares; 2025Q1: 1,135,910 shares; 2025Q2: 1,140,543 shares; 2025Q3: 1,127,903 shares 1,127,903 $343M 0.59% -12,640 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 644,139 shares; 2024Q2: 642,838 shares; 2024Q3: 641,909 shares; 2024Q4: 4,872,972 shares; 2025Q1: 5,065,933 shares; 2025Q2: 5,103,587 shares; 2025Q3: 5,036,540 shares 5,036,540 $339M 0.58% -67,047 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 581,392 shares; 2024Q2: 626,673 shares; 2024Q3: 413,114 shares; 2024Q4: 1,158,549 shares; 2025Q1: 1,409,215 shares; 2025Q2: 1,412,605 shares; 2025Q3: 1,375,970 shares 1,375,970 $331M 0.57% -36,635 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 787,529 shares; 2024Q2: 780,486 shares; 2024Q3: 772,719 shares; 2024Q4: 752,832 shares; 2025Q1: 894,863 shares; 2025Q2: 893,191 shares; 2025Q3: 882,835 shares 882,835 $326M 0.56% -10,356 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; 2023Q4: restricted; 2024Q1: 1,321,145 shares; 2024Q2: 1,406,421 shares; 2024Q3: 1,459,731 shares; 2024Q4: 1,384,485 shares; 2025Q1: 1,213,660 shares; 2025Q2: 1,180,480 shares; 2025Q3: 1,269,344 shares 1,269,344 $323M 0.55% +88,864 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,724,942 shares; 2024Q2: 1,661,940 shares; 2024Q3: 1,619,834 shares; 2024Q4: 2,584,288 shares; 2025Q1: 2,709,696 shares; 2025Q2: 2,719,249 shares; 2025Q3: 2,684,296 shares 2,684,296 $307M 0.53% -34,953 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 265,301 shares; 2025Q2: 264,918 shares; 2025Q3: 261,678 shares 261,678 $305M 0.52% -3,240 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; 2023Q4: restricted; 2024Q1: 850,814 shares; 2024Q2: 761,988 shares; 2024Q3: 486,154 shares; 2024Q4: 473,612 shares; 2025Q1: 690,812 shares; 2025Q2: 696,888 shares; 2025Q3: 481,937 shares 481,937 $304M 0.52% -214,951 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 720,228 shares; 2024Q2: 723,198 shares; 2024Q3: 700,982 shares; 2024Q4: 674,905 shares; 2025Q1: 547,627 shares; 2025Q2: 539,665 shares; 2025Q3: 533,583 shares 533,583 $304M 0.52% -6,082 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; 2023Q4: restricted; 2024Q1: 3,071,484 shares; 2024Q2: 3,037,115 shares; 2024Q3: 3,004,669 shares; 2024Q4: 2,885,587 shares; 2025Q1: 2,904,901 shares; 2025Q2: 2,915,906 shares; 2025Q3: 4,765,388 shares 4,765,388 $298M 0.51% +1,849,482 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 848,478 shares; 2024Q2: 730,223 shares; 2024Q3: 638,690 shares; 2024Q4: 620,396 shares; 2025Q1: 615,573 shares; 2025Q2: 598,438 shares; 2025Q3: 589,327 shares 589,327 $294M 0.5% -9,111 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; 2023Q4: restricted; 2024Q1: 9,749,422 shares; 2024Q2: 9,597,051 shares; 2024Q3: 9,554,808 shares; 2024Q4: 9,507,036 shares; 2025Q1: 9,401,349 shares; 2025Q2: 9,359,631 shares; 2025Q3: 9,276,999 shares 9,276,999 $290M 0.5% -82,632 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,313,673 shares; 2024Q2: 2,278,843 shares; 2024Q3: 2,272,972 shares; 2024Q4: 2,351,713 shares; 2025Q1: 2,723,748 shares; 2025Q2: 2,945,315 shares; 2025Q3: 2,960,600 shares 2,960,600 $286M 0.49% +15,285 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 432,145 shares; 2024Q2: 430,736 shares; 2024Q3: 483,646 shares; 2024Q4: 477,366 shares; 2025Q1: 429,325 shares; 2025Q2: 425,390 shares; 2025Q3: 426,194 shares 426,194 $285M 0.49% +804 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; 2023Q4: restricted; 2024Q1: 3,016,199 shares; 2024Q2: 3,203,151 shares; 2024Q3: 3,605,647 shares; 2024Q4: 3,676,943 shares; 2025Q1: 3,683,852 shares; 2025Q2: 4,009,275 shares; 2025Q3: 4,697,113 shares 4,697,113 $281M 0.48% +687,838 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,942,916 shares; 2024Q2: 1,941,148 shares; 2024Q3: 1,941,260 shares; 2024Q4: 1,941,924 shares; 2025Q1: 1,931,554 shares; 2025Q2: 1,887,432 shares; 2025Q3: 1,887,341 shares 1,887,341 $281M 0.48% -91 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 94,642 shares; 2024Q2: 185,226 shares; 2024Q3: 188,831 shares; 2024Q4: 183,685 shares; 2025Q1: 196,626 shares; 2025Q2: 227,596 shares; 2025Q3: 230,909 shares 230,909 $277M 0.47% +3,313 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 83,794 shares; 2024Q2: 90,225 shares; 2024Q3: 101,035 shares; 2024Q4: 90,880 shares; 2025Q1: 615,997 shares; 2025Q2: 907,777 shares; 2025Q3: 909,698 shares 909,698 $274M 0.47% +1,921 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 830,365 shares; 2024Q2: 822,845 shares; 2024Q3: 1,077,817 shares; 2024Q4: 1,054,103 shares; 2025Q1: 1,023,964 shares; 2025Q2: 1,166,664 shares; 2025Q3: 1,179,751 shares 1,179,751 $273M 0.47% +13,087 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; 2023Q4: restricted; 2024Q1: 1,752,744 shares; 2024Q2: 1,814,933 shares; 2024Q3: 1,778,005 shares; 2024Q4: 1,676,210 shares; 2025Q1: 1,451,613 shares; 2025Q2: 1,447,550 shares; 2025Q3: 1,419,295 shares 1,419,295 $273M 0.47% -28,255 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; 2023Q4: restricted; 2024Q1: 2,801,147 shares; 2024Q2: 2,778,279 shares; 2024Q3: 3,329,782 shares; 2024Q4: 3,204,881 shares; 2025Q1: 3,268,456 shares; 2025Q2: 2,384,014 shares; 2025Q3: 2,358,419 shares 2,358,419 $270M 0.46% -25,595 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,671,410 shares; 2024Q2: 1,937,387 shares; 2024Q3: 1,933,386 shares; 2024Q4: 1,865,635 shares; 2025Q1: 1,866,768 shares; 2025Q2: 1,898,621 shares; 2025Q3: 1,130,741 shares 1,130,741 $268M 0.46% -767,880 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,202,777 shares; 2024Q2: 3,158,849 shares; 2024Q3: 3,148,878 shares; 2024Q4: 3,066,278 shares; 2025Q1: 1,887,720 shares; 2025Q2: 1,876,606 shares; 2025Q3: 2,890,482 shares 2,890,482 $264M 0.45% +1,013,876 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,035,223 shares; 2024Q2: 13,362,446 shares; 2024Q3: 13,498,238 shares; 2024Q4: 13,518,334 shares; 2025Q1: 14,981,432 shares; 2025Q2: 15,314,866 shares; 2025Q3: 15,338,615 shares 15,338,615 $263M 0.45% +23,749 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,189,711 shares; 2024Q2: 2,164,247 shares; 2024Q3: 2,130,966 shares; 2024Q4: 2,075,563 shares; 2025Q1: 2,389,270 shares; 2025Q2: 2,045,397 shares; 2025Q3: 2,010,977 shares 2,010,977 $259M 0.44% -34,420 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,808,770 shares; 2024Q2: 1,790,324 shares; 2024Q3: 1,774,332 shares; 2024Q4: 1,731,893 shares; 2025Q1: 1,705,528 shares; 2025Q2: 1,697,209 shares; 2025Q3: 1,663,579 shares 1,663,579 $258M 0.44% -33,630 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,106,517 shares; 2024Q2: 1,404,861 shares; 2024Q3: 1,399,001 shares; 2024Q4: 1,186,464 shares; 2025Q1: 1,332,311 shares; 2025Q2: 1,333,665 shares; 2025Q3: 1,318,704 shares 1,318,704 $250M 0.43% -14,961 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,407,785 shares; 2024Q2: 999,845 shares; 2024Q3: 975,090 shares; 2024Q4: 949,714 shares; 2025Q1: 932,365 shares; 2025Q2: 926,854 shares; 2025Q3: 1,681,306 shares 1,681,306 $246M 0.42% +754,452 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; 2023Q4: restricted; 2024Q1: 1,566,648 shares; 2024Q2: 1,049,980 shares; 2024Q3: 1,039,516 shares; 2024Q4: 1,014,766 shares; 2025Q1: 1,008,048 shares; 2025Q2: 1,006,077 shares; 2025Q3: 990,237 shares 990,237 $243M 0.42% -15,840 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; 2023Q4: restricted; 2024Q1: 1,277,265 shares; 2024Q2: 1,253,002 shares; 2024Q3: 1,251,506 shares; 2024Q4: 1,220,278 shares; 2025Q1: 1,215,728 shares; 2025Q2: 1,221,335 shares; 2025Q3: 1,206,754 shares 1,206,754 $242M 0.42% -14,581 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; 2023Q4: restricted; 2024Q1: 24,977 shares; 2024Q2: 26,924 shares; 2024Q3: 27,402 shares; 2024Q4: 32,716 shares; 2025Q1: 628,976 shares; 2025Q2: 649,506 shares; 2025Q3: 647,067 shares 647,067 $242M 0.41% -2,439 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; 2023Q4: restricted; 2024Q1: 174,515 shares; 2024Q2: 232,460 shares; 2024Q3: 177,926 shares; 2024Q4: 80,476 shares; 2025Q1: 103,552 shares; 2025Q2: 374,745 shares; 2025Q3: 370,539 shares 370,539 $237M 0.41% -4,206 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; 2023Q4: restricted; 2024Q1: 171,763 shares; 2024Q2: 174,423 shares; 2024Q3: 173,530 shares; 2024Q4: 200,469 shares; 2025Q1: 204,030 shares; 2025Q2: 203,588 shares; 2025Q3: 174,683 shares 174,683 $230M 0.39% -28,905 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 18,892 shares; 2024Q3: 17,734 shares; 2024Q4: 17,369 shares; 2025Q1: 17,163 shares; 2025Q2: 178,594 shares; 2025Q3: 357,214 shares 357,214 $220M 0.38% +178,620 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,861,003 shares; 2024Q2: 9,444,682 shares; 2024Q3: 9,292,213 shares; 2024Q4: 7,310,275 shares; 2025Q1: 6,758,850 shares; 2025Q2: 6,755,506 shares; 2025Q3: 6,649,710 shares 6,649,710 $217M 0.37% -105,796 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; 2023Q4: restricted; 2024Q1: 8,702 shares; 2024Q2: 2,835 shares; 2024Q3: 7,785 shares; 2024Q4: 8,045 shares; 2025Q1: 394,359 shares; 2025Q2: 512,999 shares; 2025Q3: 515,568 shares 515,568 $214M 0.37% +2,569 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 674,968 shares; 2024Q2: 893,071 shares; 2024Q3: 917,416 shares; 2024Q4: 900,294 shares; 2025Q1: 881,723 shares; 2025Q2: 875,189 shares; 2025Q3: 605,610 shares 605,610 $214M 0.37% -269,579 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; 2023Q4: restricted; 2024Q1: 444,475 shares; 2024Q2: 502,003 shares; 2024Q3: 497,773 shares; 2024Q4: 482,830 shares; 2025Q1: 473,987 shares; 2025Q2: 471,318 shares; 2025Q3: 466,336 shares 466,336 $209M 0.36% -4,982 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,306,570 shares; 2024Q2: 3,279,479 shares; 2024Q3: 3,232,133 shares; 2024Q4: 3,138,767 shares; 2025Q1: 3,147,875 shares; 2025Q2: 3,169,660 shares; 2025Q3: 3,119,616 shares 3,119,616 $206M 0.35% -50,044 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; 2023Q4: restricted; 2024Q1: 364,560 shares; 2024Q2: 370,190 shares; 2024Q3: 444,544 shares; 2024Q4: 431,918 shares; 2025Q1: 428,554 shares; 2025Q2: 400,587 shares; 2025Q3: 399,485 shares 399,485 $201M 0.34% -1,102 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; 2023Q4: restricted; 2024Q1: 717,125 shares; 2024Q2: 730,056 shares; 2024Q3: 732,597 shares; 2024Q4: 1,046,899 shares; 2025Q1: 987,128 shares; 2025Q2: 992,976 shares; 2025Q3: 979,731 shares 979,731 $199M 0.34% -13,245 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 474,367 shares; 2024Q2: 569,660 shares; 2024Q3: 575,383 shares; 2024Q4: 395,940 shares; 2025Q1: 537,067 shares; 2025Q2: 613,092 shares; 2025Q3: 2,907,801 shares 2,907,801 $196M 0.33% +2,294,709 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; 2023Q4: restricted; 2024Q1: 15,326 shares; 2024Q2: 121,068 shares; 2024Q3: 123,129 shares; 2024Q4: 119,181 shares; 2025Q1: 119,263 shares; 2025Q2: 1,801,175 shares; 2025Q3: 1,795,044 shares 1,795,044 $194M 0.33% -6,131 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; 2023Q4: restricted; 2024Q1: 2,098,523 shares; 2024Q2: 2,245,091 shares; 2024Q3: 2,361,987 shares; 2024Q4: 2,510,086 shares; 2025Q1: 2,651,774 shares; 2025Q2: 2,552,621 shares; 2025Q3: 2,651,432 shares 2,651,432 $193M 0.33% +98,811 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,504 shares; 2024Q2: 19,103 shares; 2024Q3: 18,726 shares; 2024Q4: 17,968 shares; 2025Q1: 37,926 shares; 2025Q2: 36,342 shares; 2025Q3: 767,549 shares 767,549 $190M 0.32% +731,207 Timeline JEPI 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; 2023Q4: restricted; 2024Q1: 3,355,471 shares; 2024Q2: 3,405,740 shares; 2024Q3: 3,417,174 shares; 2024Q4: 3,440,098 shares; 2025Q1: 3,428,448 shares; 2025Q2: 3,371,709 shares; 2025Q3: 3,228,749 shares 3,228,749 $184M 0.32% -142,960 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 289,352 shares; 2024Q2: 266,382 shares; 2024Q3: 985,824 shares; 2024Q4: 958,386 shares; 2025Q1: 900,108 shares; 2025Q2: 892,824 shares; 2025Q3: 886,708 shares 886,708 $182M 0.31% -6,116 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,575 shares; 2024Q2: 37,524 shares; 2024Q3: 60,166 shares; 2024Q4: 83,407 shares; 2025Q1: 3,311,219 shares; 2025Q2: 1,571,625 shares; 2025Q3: 1,806,261 shares 1,806,261 $182M 0.31% +234,636 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; 2023Q4: restricted; 2024Q1: 992,418 shares; 2024Q2: 994,638 shares; 2024Q3: 1,000,849 shares; 2024Q4: 1,020,025 shares; 2025Q1: 1,000,306 shares; 2025Q2: 993,221 shares; 2025Q3: 952,759 shares 952,759 $178M 0.3% -40,462 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; 2023Q4: restricted; 2024Q1: 1,718,575 shares; 2024Q2: 1,963,714 shares; 2024Q3: 1,834,625 shares; 2024Q4: 1,795,392 shares; 2025Q1: 1,857,721 shares; 2025Q2: 1,839,392 shares; 2025Q3: 1,810,337 shares 1,810,337 $173M 0.3% -29,055 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; 2023Q4: restricted; 2024Q1: 2,022,272 shares; 2024Q2: 1,996,053 shares; 2024Q3: 2,252,391 shares; 2024Q4: 2,163,969 shares; 2025Q1: 2,649,529 shares; 2025Q2: 2,669,742 shares; 2025Q3: 2,354,725 shares 2,354,725 $172M 0.29% -315,017 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,488,565 shares; 2024Q2: 2,478,507 shares; 2024Q3: 2,426,472 shares; 2024Q4: 2,409,411 shares; 2025Q1: 2,472,005 shares; 2025Q2: 2,485,506 shares; 2025Q3: 2,490,688 shares 2,490,688 $171M 0.29% +5,182 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 925,507 shares; 2024Q2: 821,524 shares; 2024Q3: 844,285 shares; 2024Q4: 875,189 shares; 2025Q1: 865,345 shares; 2025Q2: 970,356 shares; 2025Q3: 1,007,421 shares 1,007,421 $169M 0.29% +37,065 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 546,293 shares; 2024Q2: 2,022,164 shares; 2024Q3: 2,186,956 shares; 2024Q4: 3,244,057 shares; 2025Q1: 5,039,705 shares; 2025Q2: 8,053,204 shares; 2025Q3: 9,804,222 shares 9,804,222 $166M 0.28% +1,751,018 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,835,221 shares; 2024Q2: 2,999,693 shares; 2024Q3: 3,033,549 shares; 2024Q4: 3,215,095 shares; 2025Q1: 3,293,984 shares; 2025Q2: 3,235,017 shares; 2025Q3: 3,422,644 shares 3,422,644 $163M 0.28% +187,627 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,885,435 shares; 2024Q2: 1,884,726 shares; 2024Q3: 1,864,605 shares; 2024Q4: 1,846,243 shares; 2025Q1: 1,009,029 shares; 2025Q2: 931,779 shares; 2025Q3: 1,007,852 shares 1,007,852 $161M 0.28% +76,073 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; 2023Q4: restricted; 2024Q1: 2,193,364 shares; 2024Q2: 1,686,447 shares; 2024Q3: 1,415,729 shares; 2024Q4: 1,069,742 shares; 2025Q1: 716,421 shares; 2025Q2: 693,185 shares; 2025Q3: 668,629 shares 668,629 $160M 0.27% -24,556 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 87,238 shares; 2024Q2: 88,614 shares; 2024Q3: 115,833 shares; 2024Q4: 76,880 shares; 2025Q1: 66,715 shares; 2025Q2: 67,588 shares; 2025Q3: 68,243 shares 68,243 $159M 0.27% +655 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; 2023Q4: restricted; 2024Q1: 399,215 shares; 2024Q2: 423,661 shares; 2024Q3: 437,987 shares; 2024Q4: 451,898 shares; 2025Q1: 535,471 shares; 2025Q2: 590,114 shares; 2025Q3: 564,893 shares 564,893 $158M 0.27% -25,221 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 631,224 shares; 2024Q2: 622,135 shares; 2024Q3: 620,866 shares; 2024Q4: 575,086 shares; 2025Q1: 601,114 shares; 2025Q2: 625,341 shares; 2025Q3: 640,622 shares 640,622 $155M 0.27% +15,281 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,063,239 shares; 2024Q2: 721,890 shares; 2024Q3: 318,053 shares; 2024Q4: 329,091 shares; 2025Q1: 1,827,003 shares; 2025Q2: 1,836,295 shares; 2025Q3: 1,823,106 shares 1,823,106 $154M 0.26% -13,189 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; 2023Q4: restricted; 2024Q1: 227,928 shares; 2024Q2: 241,008 shares; 2024Q3: 239,553 shares; 2024Q4: 344,180 shares; 2025Q1: 240,160 shares; 2025Q2: 229,971 shares; 2025Q3: 227,011 shares 227,011 $151M 0.26% -2,960 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; 2023Q4: restricted; 2024Q1: 3,603,476 shares; 2024Q2: 3,631,835 shares; 2024Q3: 3,790,766 shares; 2024Q4: 4,410,231 shares; 2025Q1: 2,839,805 shares; 2025Q2: 2,752,283 shares; 2025Q3: 2,737,361 shares 2,737,361 $148M 0.25% -14,922 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; 2023Q4: restricted; 2024Q1: 598,855 shares; 2024Q2: 596,748 shares; 2024Q3: 594,016 shares; 2024Q4: 564,134 shares; 2025Q1: 477,518 shares; 2025Q2: 477,414 shares; 2025Q3: 470,662 shares 470,662 $144M 0.25% -6,752 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; 2023Q4: restricted; 2024Q1: 150,393 shares; 2024Q2: 149,868 shares; 2024Q3: 225,447 shares; 2024Q4: 227,317 shares; 2025Q1: 193,282 shares; 2025Q2: 191,634 shares; 2025Q3: 189,055 shares 189,055 $143M 0.25% -2,579 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; 2023Q4: restricted; 2024Q1: 8,783,909 shares; 2024Q2: 8,684,152 shares; 2024Q3: 8,718,560 shares; 2024Q4: 8,452,485 shares; 2025Q1: 6,724,756 shares; 2025Q2: 6,702,907 shares; 2025Q3: 2,093,590 shares 2,093,590 $143M 0.25% -4,609,317 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 712,362 shares; 2024Q2: 703,791 shares; 2024Q3: 841,082 shares; 2024Q4: 823,980 shares; 2025Q1: 785,665 shares; 2025Q2: 767,487 shares; 2025Q3: 768,311 shares 768,311 $142M 0.24% +824 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 405,472 shares; 2024Q2: 395,171 shares; 2024Q3: 530,977 shares; 2024Q4: 526,006 shares; 2025Q1: 521,522 shares; 2025Q2: 505,046 shares; 2025Q3: 497,488 shares 497,488 $140M 0.24% -7,558 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; 2023Q4: restricted; 2024Q1: 473,930 shares; 2024Q2: 472,004 shares; 2024Q3: 473,909 shares; 2024Q4: 466,139 shares; 2025Q1: 479,827 shares; 2025Q2: 475,907 shares; 2025Q3: 495,792 shares 495,792 $140M 0.24% +19,885 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,985 shares; 2024Q2: 82,906 shares; 2024Q3: 90,310 shares; 2024Q4: 701,381 shares; 2025Q1: 754,363 shares; 2025Q2: 762,930 shares; 2025Q3: 940,867 shares 940,867 $140M 0.24% +177,937 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; 2023Q4: restricted; 2024Q1: 14,686 shares; 2024Q2: 15,216 shares; 2024Q3: 18,034 shares; 2024Q4: 17,945 shares; 2025Q1: 1,190,811 shares; 2025Q2: 1,378,016 shares; 2025Q3: 1,387,686 shares 1,387,686 $135M 0.23% +9,670 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,785,523 shares; 2024Q2: 2,697,307 shares; 2024Q3: 2,886,065 shares; 2024Q4: 2,907,006 shares; 2025Q1: 2,898,179 shares; 2025Q2: 2,724,069 shares; 2025Q3: 2,688,090 shares 2,688,090 $134M 0.23% -35,979 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; 2023Q4: restricted; 2024Q1: 1,308 shares; 2024Q2: 573 shares; 2024Q3: 93,890 shares; 2024Q4: 92,539 shares; 2025Q1: 91,611 shares; 2025Q2: 147,572 shares; 2025Q3: 186,538 shares 186,538 $134M 0.23% +38,966 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 167,641 shares; 2024Q2: 222,521 shares; 2024Q3: 295,521 shares; 2024Q4: 167,566 shares; 2025Q1: 130,725 shares; 2025Q2: 130,624 shares; 2025Q3: 1,256,987 shares 1,256,987 $134M 0.23% +1,126,363 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 397,386 shares; 2024Q2: 396,442 shares; 2024Q3: 391,659 shares; 2024Q4: 493,563 shares; 2025Q1: 374,850 shares; 2025Q2: 368,232 shares; 2025Q3: 364,064 shares 364,064 $133M 0.23% -4,168 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; 2023Q4: restricted; 2024Q1: 349,248 shares; 2024Q2: 347,607 shares; 2024Q3: 342,097 shares; 2024Q4: 337,965 shares; 2025Q1: 340,124 shares; 2025Q2: 269,432 shares; 2025Q3: 267,731 shares 267,731 $132M 0.23% -1,701 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 677,319 shares; 2024Q2: 658,283 shares; 2024Q3: 632,607 shares; 2024Q4: 839,892 shares; 2025Q1: 908,581 shares; 2025Q2: 1,001,432 shares; 2025Q3: 1,177,859 shares 1,177,859 $127M 0.22% +176,427 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; 2023Q4: restricted; 2024Q1: 208,251 shares; 2024Q2: 198,619 shares; 2024Q3: 345,798 shares; 2024Q4: 346,867 shares; 2025Q1: 362,166 shares; 2025Q2: 377,823 shares; 2025Q3: 379,055 shares 379,055 $124M 0.21% +1,232 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,765 shares; 2024Q2: 4,322 shares; 2024Q3: 4,877 shares; 2024Q4: 5,032 shares; 2025Q1: 141,217 shares; 2025Q2: 538,042 shares; 2025Q3: 579,137 shares 579,137 $124M 0.21% +41,095 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; 2023Q4: restricted; 2024Q1: 413,269 shares; 2024Q2: 406,206 shares; 2024Q3: 393,824 shares; 2024Q4: 720,367 shares; 2025Q1: 1,136,041 shares; 2025Q2: 1,007,839 shares; 2025Q3: 383,300 shares 383,300 $124M 0.21% -624,539 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,155,611 shares; 2024Q2: 1,160,247 shares; 2024Q3: 1,185,861 shares; 2024Q4: 1,233,852 shares; 2025Q1: 1,249,661 shares; 2025Q2: 1,299,365 shares; 2025Q3: 1,618,796 shares 1,618,796 $121M 0.21% +319,431 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,196,235 shares; 2024Q2: 1,180,113 shares; 2024Q3: 1,177,680 shares; 2024Q4: 1,166,027 shares; 2025Q1: 1,142,476 shares; 2025Q2: 1,225,692 shares; 2025Q3: 1,272,311 shares 1,272,311 $119M 0.2% +46,619 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 225 shares; 2024Q2: 25 shares; 2024Q3: 9 shares; 2024Q4: 5,324 shares; 2025Q1: 5,521 shares; 2025Q2: 5,557 shares; 2025Q3: 640,878 shares 640,878 $115M 0.2% +635,321 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; 2023Q4: restricted; 2024Q1: 301,403 shares; 2024Q2: 379,892 shares; 2024Q3: 425,677 shares; 2024Q4: 436,961 shares; 2025Q1: 456,559 shares; 2025Q2: 478,308 shares; 2025Q3: 546,808 shares 546,808 $113M 0.19% +68,500 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; 2023Q4: restricted; 2024Q1: 119,124 shares; 2024Q2: 117,957 shares; 2024Q3: 134,929 shares; 2024Q4: 133,726 shares; 2025Q1: 142,705 shares; 2025Q2: 140,606 shares; 2025Q3: 141,153 shares 141,153 $112M 0.19% +547 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 89,960 shares; 2024Q2: 87,446 shares; 2024Q3: 26,031 shares; 2024Q4: 90,640 shares; 2025Q1: 21,071 shares; 2025Q2: 63,231 shares; 2025Q3: 120,720 shares 120,720 $111M 0.19% +57,489 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 55 shares; 2024Q2: 112,336 shares; 2024Q3: 114,662 shares; 2024Q4: 111,998 shares; 2025Q1: 331,467 shares; 2025Q2: 331,650 shares; 2025Q3: 227,429 shares 227,429 $110M 0.19% -104,221 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; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 58 shares; 2024Q3: 111 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 427,574 shares; 2025Q3: 425,641 shares 425,641 $108M 0.19% -1,933 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 883,811 shares; 2024Q2: 940,093 shares; 2024Q3: 1,062,913 shares; 2024Q4: 1,057,947 shares; 2025Q1: 1,030,783 shares; 2025Q2: 1,013,407 shares; 2025Q3: 1,013,053 shares 1,013,053 $104M 0.18% -354 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 463,200 shares; 2024Q2: 455,081 shares; 2024Q3: 441,353 shares; 2024Q4: 436,109 shares; 2025Q1: 444,433 shares; 2025Q2: 442,305 shares; 2025Q3: 436,784 shares 436,784 $104M 0.18% -5,521 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 187,145 shares; 2024Q2: 3,298,789 shares; 2024Q3: 3,227,630 shares; 2024Q4: 3,337,595 shares; 2025Q1: 3,396,366 shares; 2025Q2: 3,452,951 shares; 2025Q3: 3,506,137 shares 3,506,137 $104M 0.18% +53,186 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; 2023Q4: restricted; 2024Q1: 2,113 shares; 2024Q2: 6,699 shares; 2024Q3: 1,542 shares; 2024Q4: 1,481 shares; 2025Q1: 1,802 shares; 2025Q2: 148,809 shares; 2025Q3: 146,915 shares 146,915 $103M 0.18% -1,894 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; 2023Q4: restricted; 2024Q1: 136,008 shares; 2024Q2: 138,724 shares; 2024Q3: 130,472 shares; 2024Q4: 124,840 shares; 2025Q1: 121,876 shares; 2025Q2: 107,704 shares; 2025Q3: 110,032 shares 110,032 $102M 0.17% +2,328 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,584 shares; 2024Q2: 7,187 shares; 2024Q3: 7,261 shares; 2024Q4: 7,787 shares; 2025Q1: 265,972 shares; 2025Q2: 351,580 shares; 2025Q3: 447,457 shares 447,457 $101M 0.17% +95,877 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; 2023Q4: restricted; 2024Q1: 121,317 shares; 2024Q2: 125,331 shares; 2024Q3: 135,483 shares; 2024Q4: 136,665 shares; 2025Q1: 157,259 shares; 2025Q2: 169,576 shares; 2025Q3: 166,524 shares 166,524 $100M 0.17% -3,052 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,207 shares; 2024Q2: 1,215 shares; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 1,208 shares; 2025Q2: 1,268 shares; 2025Q3: 315,716 shares 315,716 $99.4M 0.17% +314,448 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,902,824 shares; 2025Q2: 2,900,900 shares; 2025Q3: 2,869,246 shares 2,869,246 $98.8M 0.17% -31,654 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 174,249 shares; 2024Q2: 206,391 shares; 2024Q3: 208,486 shares; 2024Q4: 203,368 shares; 2025Q1: 205,511 shares; 2025Q2: 218,329 shares; 2025Q3: 214,213 shares 214,213 $97.7M 0.17% -4,116 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; 2023Q4: restricted; 2024Q1: 471,925 shares; 2024Q2: 171,094 shares; 2024Q3: 167,227 shares; 2024Q4: 161,971 shares; 2025Q1: 224,892 shares; 2025Q2: 553,243 shares; 2025Q3: 585,304 shares 585,304 $95.6M 0.16% +32,061 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; 2023Q4: restricted; 2024Q1: 1,996,924 shares; 2024Q2: 1,859,989 shares; 2024Q3: 1,796,899 shares; 2024Q4: 1,311,055 shares; 2025Q1: 1,336,458 shares; 2025Q2: 1,243,981 shares; 2025Q3: 1,470,059 shares 1,470,059 $94.4M 0.16% +226,078 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,471,155 shares; 2024Q2: 10,581,675 shares; 2024Q3: 10,694,983 shares; 2024Q4: 10,557,999 shares; 2025Q1: 9,285,923 shares; 2025Q2: 8,605,849 shares; 2025Q3: 8,981,872 shares 8,981,872 $94.1M 0.16% +376,023 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 249,076 shares; 2024Q2: 249,519 shares; 2024Q3: 317,617 shares; 2024Q4: 328,563 shares; 2025Q1: 329,195 shares; 2025Q2: 328,955 shares; 2025Q3: 328,702 shares 328,702 $92.8M 0.16% -253 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 510,133 shares; 2024Q2: 422,764 shares; 2024Q3: 412,036 shares; 2024Q4: 404,116 shares; 2025Q1: 418,155 shares; 2025Q2: 412,879 shares; 2025Q3: 415,091 shares 415,091 $92.2M 0.16% +2,212 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 701,477 shares; 2024Q2: 699,065 shares; 2024Q3: 691,999 shares; 2024Q4: 778,500 shares; 2025Q1: 702,977 shares; 2025Q2: 651,452 shares; 2025Q3: 642,422 shares 642,422 $91.5M 0.16% -9,030 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,424,189 shares; 2024Q2: 2,392,626 shares; 2024Q3: 2,369,198 shares; 2024Q4: 2,285,181 shares; 2025Q1: 2,285,528 shares; 2025Q2: 2,276,292 shares; 2025Q3: 646,746 shares 646,746 $90.8M 0.16% -1,629,546 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; 2023Q4: restricted; 2024Q1: 155,007 shares; 2024Q2: 156,679 shares; 2024Q3: 158,026 shares; 2024Q4: 163,787 shares; 2025Q1: 167,977 shares; 2025Q2: 177,959 shares; 2025Q3: 183,917 shares 183,917 $89.1M 0.15% +5,958 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; 2023Q4: restricted; 2024Q1: 939,799 shares; 2024Q2: 1,169,395 shares; 2024Q3: 1,167,887 shares; 2024Q4: 1,138,912 shares; 2025Q1: 1,198,407 shares; 2025Q2: 1,240,383 shares; 2025Q3: 2,571,124 shares 2,571,124 $87.8M 0.15% +1,330,741 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,479,537 shares; 2024Q2: 3,481,629 shares; 2024Q3: 3,774,049 shares; 2024Q4: 4,936,982 shares; 2025Q1: 4,633,089 shares; 2025Q2: 4,952,995 shares; 2025Q3: 5,102,480 shares 5,102,480 $87M 0.15% +149,485 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,552 shares; 2024Q2: 21,476 shares; 2024Q3: 21,392 shares; 2024Q4: 20,769 shares; 2025Q1: 20,830 shares; 2025Q2: 20,269 shares; 2025Q3: 19,886 shares 19,886 $85.3M 0.15% -383 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; 2023Q4: restricted; 2024Q1: 11,991 shares; 2024Q2: 12,172 shares; 2024Q3: 121,415 shares; 2024Q4: 118,991 shares; 2025Q1: 305,200 shares; 2025Q2: 307,672 shares; 2025Q3: 273,659 shares 273,659 $84.8M 0.15% -34,013 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; 2023Q4: restricted; 2024Q1: 8,066 shares; 2024Q2: 7,515 shares; 2024Q3: 8,156 shares; 2024Q4: 8,848 shares; 2025Q1: 9,229 shares; 2025Q2: 228,209 shares; 2025Q3: 258,441 shares 258,441 $83.6M 0.14% +30,232 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 289,820 shares; 2024Q2: 317,267 shares; 2024Q3: 317,070 shares; 2024Q4: 308,718 shares; 2025Q1: 311,071 shares; 2025Q2: 304,456 shares; 2025Q3: 266,003 shares 266,003 $83.1M 0.14% -38,453 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 544,802 shares; 2024Q2: 726,110 shares; 2024Q3: 1,029,304 shares; 2024Q4: 1,029,865 shares; 2025Q1: 1,022,778 shares; 2025Q2: 1,020,586 shares; 2025Q3: 1,019,450 shares 1,019,450 $81.5M 0.14% -1,136 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; 2023Q4: restricted; 2024Q1: 453,388 shares; 2024Q2: 442,187 shares; 2024Q3: 519,682 shares; 2024Q4: 497,496 shares; 2025Q1: 541,235 shares; 2025Q2: 532,674 shares; 2025Q3: 530,077 shares 530,077 $81.4M 0.14% -2,597 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 540,478 shares; 2024Q2: 589,023 shares; 2024Q3: 592,229 shares; 2024Q4: 577,679 shares; 2025Q1: 573,586 shares; 2025Q2: 559,256 shares; 2025Q3: 548,801 shares 548,801 $78.1M 0.13% -10,455 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,242,971 shares; 2024Q2: 3,311,388 shares; 2024Q3: 3,367,360 shares; 2024Q4: 3,324,066 shares; 2025Q1: 3,203,463 shares; 2025Q2: 3,171,039 shares; 2025Q3: 3,115,413 shares 3,115,413 $77.9M 0.13% -55,626 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; 2023Q4: restricted; 2024Q1: 399 shares; 2024Q2: 350 shares; 2024Q3: 848,142 shares; 2024Q4: 1,198,845 shares; 2025Q1: 1,045,107 shares; 2025Q2: 1,035,349 shares; 2025Q3: 1,002,734 shares 1,002,734 $77.6M 0.13% -32,615 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 244,463 shares; 2024Q2: 278,344 shares; 2024Q3: 277,135 shares; 2024Q4: 269,860 shares; 2025Q1: 271,867 shares; 2025Q2: 265,201 shares; 2025Q3: 259,837 shares 259,837 $77.4M 0.13% -5,364 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; 2023Q4: restricted; 2024Q1: 214,754 shares; 2024Q2: 213,161 shares; 2024Q3: 216,430 shares; 2024Q4: 214,952 shares; 2025Q1: 213,597 shares; 2025Q2: 210,963 shares; 2025Q3: 226,643 shares 226,643 $75.3M 0.13% +15,680 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,056,807 shares; 2024Q2: 1,049,216 shares; 2024Q3: 1,024,943 shares; 2024Q4: 1,016,176 shares; 2025Q1: 736,855 shares; 2025Q2: 733,249 shares; 2025Q3: 721,087 shares 721,087 $73.5M 0.13% -12,162 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 810,544 shares; 2024Q2: 822,701 shares; 2024Q3: 934,809 shares; 2024Q4: 929,488 shares; 2025Q1: 967,351 shares; 2025Q2: 985,020 shares; 2025Q3: 1,021,995 shares 1,021,995 $73.1M 0.13% +36,975 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; 2023Q4: restricted; 2024Q1: 445,630 shares; 2024Q2: 449,550 shares; 2024Q3: 471,477 shares; 2024Q4: 438,333 shares; 2025Q1: 381,787 shares; 2025Q2: 400,210 shares; 2025Q3: 400,765 shares 400,765 $71.6M 0.12% +555 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; 2023Q4: restricted; 2024Q1: 83,115 shares; 2024Q2: 134,101 shares; 2024Q3: 221,035 shares; 2024Q4: 266,749 shares; 2025Q1: 361,484 shares; 2025Q2: 378,661 shares; 2025Q3: 377,069 shares 377,069 $71.5M 0.12% -1,592 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 433,114 shares; 2024Q2: 430,694 shares; 2024Q3: 430,088 shares; 2024Q4: 417,173 shares; 2025Q1: 484,656 shares; 2025Q2: 475,274 shares; 2025Q3: 464,526 shares 464,526 $70.8M 0.12% -10,748 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 451,177 shares; 2024Q2: 450,305 shares; 2024Q3: 437,983 shares; 2024Q4: 436,689 shares; 2025Q1: 446,250 shares; 2025Q2: 447,130 shares; 2025Q3: 441,788 shares 441,788 $69.3M 0.12% -5,342 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 104,702 shares; 2024Q2: 92,810 shares; 2024Q3: 89,629 shares; 2024Q4: 89,322 shares; 2025Q1: 1,155,179 shares; 2025Q2: 1,160,559 shares; 2025Q3: 1,154,138 shares 1,154,138 $67.8M 0.12% -6,421 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 795,605 shares; 2024Q2: 810,888 shares; 2024Q3: 781,058 shares; 2024Q4: 841,933 shares; 2025Q1: 756,819 shares; 2025Q2: 739,956 shares; 2025Q3: 733,327 shares 733,327 $66.9M 0.11% -6,629 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 152,240 shares; 2024Q2: 149,157 shares; 2024Q3: 145,111 shares; 2024Q4: 143,231 shares; 2025Q1: 88,146 shares; 2025Q2: 86,906 shares; 2025Q3: 84,368 shares 84,368 $66.1M 0.11% -2,538 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,259,027 shares; 2024Q2: 12,411,168 shares; 2024Q3: 12,555,182 shares; 2024Q4: 12,395,541 shares; 2025Q1: 13,065,283 shares; 2025Q2: 13,506,967 shares; 2025Q3: 14,129,519 shares 14,129,519 $64.1M 0.11% +622,552 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 495,680 shares; 2024Q2: 488,873 shares; 2024Q3: 492,656 shares; 2024Q4: 451,562 shares; 2025Q1: 467,485 shares; 2025Q2: 477,344 shares; 2025Q3: 495,791 shares 495,791 $63.6M 0.11% +18,447 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; 2023Q4: restricted; 2024Q1: 78,153 shares; 2024Q2: 78,782 shares; 2024Q3: 69,518 shares; 2024Q4: 62,697 shares; 2025Q1: 57,717 shares; 2025Q2: 288,643 shares; 2025Q3: 286,675 shares 286,675 $63.3M 0.11% -1,968 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 201,989 shares; 2024Q2: 202,510 shares; 2024Q3: 202,164 shares; 2024Q4: 197,186 shares; 2025Q1: 196,764 shares; 2025Q2: 193,009 shares; 2025Q3: 242,432 shares 242,432 $63.1M 0.11% +49,423 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,685 shares; 2024Q2: 222,417 shares; 2024Q3: 311,164 shares; 2024Q4: 304,779 shares; 2025Q1: 256,087 shares; 2025Q2: 299,171 shares; 2025Q3: 601,566 shares 601,566 $62.9M 0.11% +302,395 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528,140 shares; 2025Q2: 1,534,158 shares; 2025Q3: 1,485,063 shares 1,485,063 $61.1M 0.1% -49,095 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,111,100 shares; 2024Q4: 1,409,089 shares; 2025Q1: 511,504 shares; 2025Q2: 937,196 shares; 2025Q3: 934,299 shares 934,299 $61M 0.1% -2,897 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; 2023Q4: restricted; 2024Q1: 166 shares; 2024Q2: 393 shares; 2024Q3: 870,335 shares; 2024Q4: 870,335 shares; 2025Q1: 870,504 shares; 2025Q2: 1,353,585 shares; 2025Q3: 1,356,666 shares 1,356,666 $61M 0.1% +3,081 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,784 shares; 2024Q2: 7,142 shares; 2024Q3: 774,930 shares; 2024Q4: 985,926 shares; 2025Q1: 977,284 shares; 2025Q2: 1,653,448 shares; 2025Q3: 1,625,434 shares 1,625,434 $60.8M 0.1% -28,014 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 115,791 shares; 2024Q2: 122,118 shares; 2024Q3: 140,555 shares; 2024Q4: 137,054 shares; 2025Q1: 137,202 shares; 2025Q2: 131,894 shares; 2025Q3: 127,817 shares 127,817 $59.8M 0.1% -4,077 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; 2023Q4: restricted; 2024Q1: 343,231 shares; 2024Q2: 341,466 shares; 2024Q3: 345,284 shares; 2024Q4: 339,778 shares; 2025Q1: 333,659 shares; 2025Q2: 331,205 shares; 2025Q3: 322,368 shares 322,368 $59.2M 0.1% -8,837 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 189,093 shares; 2024Q2: 190,624 shares; 2024Q3: 187,760 shares; 2024Q4: 185,052 shares; 2025Q1: 195,222 shares; 2025Q2: 201,222 shares; 2025Q3: 209,489 shares 209,489 $59.1M 0.1% +8,267 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; 2023Q4: restricted; 2024Q1: 226,160 shares; 2024Q2: 225,213 shares; 2024Q3: 224,269 shares; 2024Q4: 1,089,542 shares; 2025Q1: 1,082,317 shares; 2025Q2: 1,046,657 shares; 2025Q3: 1,029,700 shares 1,029,700 $58.6M 0.1% -16,957 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 236,879 shares; 2024Q2: 236,875 shares; 2024Q3: 408,765 shares; 2024Q4: 631,123 shares; 2025Q1: 356,364 shares; 2025Q2: 1,037,283 shares; 2025Q3: 1,688,612 shares 1,688,612 $58.3M 0.1% +651,329 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 146,484 shares; 2024Q2: 243,613 shares; 2024Q3: 294,615 shares; 2024Q4: 171,145 shares; 2025Q1: 66,854 shares; 2025Q2: 63,640 shares; 2025Q3: 62,363 shares 62,363 $57.4M 0.1% -1,277 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 65 shares; 2024Q2: 94 shares; 2024Q3: 526,292 shares; 2024Q4: 524,079 shares; 2025Q1: 699,514 shares; 2025Q2: 726,005 shares; 2025Q3: 760,366 shares 760,366 $57.2M 0.1% +34,361 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; 2023Q4: restricted; 2024Q1: 343,973 shares; 2024Q2: 363,512 shares; 2024Q3: 451,191 shares; 2024Q4: 483,434 shares; 2025Q1: 619,968 shares; 2025Q2: 1,739,380 shares; 2025Q3: 2,018,014 shares 2,018,014 $57.1M 0.1% +278,634 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43,284 shares; 2024Q2: 47,086 shares; 2024Q3: 47,547 shares; 2024Q4: 51,983 shares; 2025Q1: 62,010 shares; 2025Q2: 46,105 shares; 2025Q3: 259,573 shares 259,573 $56M 0.1% +213,468 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; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 48 shares; 2024Q4: 49 shares; 2025Q1: 102 shares; 2025Q2: 75 shares; 2025Q3: 73 shares 73 $55.1M 0.09% -2 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,340 shares; 2024Q2: 18,394 shares; 2024Q3: 7,999 shares; 2024Q4: 846,471 shares; 2025Q1: 226,483 shares; 2025Q2: 222,238 shares; 2025Q3: 364,756 shares 364,756 $55M 0.09% +142,518 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; 2023Q4: restricted; 2024Q1: 927,897 shares; 2024Q2: 839,520 shares; 2024Q3: 837,856 shares; 2024Q4: 833,775 shares; 2025Q1: 826,189 shares; 2025Q2: 772,644 shares; 2025Q3: 830,587 shares 830,587 $52.6M 0.09% +57,943 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 447,468 shares; 2024Q2: 451,244 shares; 2024Q3: 448,837 shares; 2024Q4: 487,185 shares; 2025Q1: 492,516 shares; 2025Q2: 523,872 shares; 2025Q3: 551,349 shares 551,349 $52.5M 0.09% +27,477 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 780 shares; 2024Q2: 994 shares; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 1,758 shares; 2025Q2: 7,420,346 shares; 2025Q3: 7,797,023 shares 7,797,023 $52.2M 0.09% +376,677 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 129,066 shares; 2024Q2: 128,909 shares; 2024Q3: 129,129 shares; 2024Q4: 125,932 shares; 2025Q1: 125,922 shares; 2025Q2: 123,517 shares; 2025Q3: 121,316 shares 121,316 $52.2M 0.09% -2,201 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,332 shares; 2024Q2: 2,711 shares; 2024Q3: 6,937 shares; 2024Q4: 1,198 shares; 2025Q1: 2,025 shares; 2025Q2: 1,840 shares; 2025Q3: 898,042 shares 898,042 $51.6M 0.09% +896,202 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 305,991 shares; 2024Q2: 306,705 shares; 2024Q3: 309,294 shares; 2024Q4: 1,530,235 shares; 2025Q1: 1,622,717 shares; 2025Q2: 1,680,684 shares; 2025Q3: 1,762,209 shares 1,762,209 $50.7M 0.09% +81,525 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 254,541 shares; 2024Q2: 259,492 shares; 2024Q3: 259,505 shares; 2024Q4: 346,229 shares; 2025Q1: 378,456 shares; 2025Q2: 393,329 shares; 2025Q3: 511,704 shares 511,704 $50.5M 0.09% +118,375 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 162,424 shares; 2024Q2: 158,136 shares; 2024Q3: 154,667 shares; 2024Q4: 144,896 shares; 2025Q1: 318,746 shares; 2025Q2: 617,110 shares; 2025Q3: 592,746 shares 592,746 $49.5M 0.08% -24,364 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 296,262 shares; 2024Q2: 288,450 shares; 2024Q3: 288,305 shares; 2024Q4: 300,015 shares; 2025Q1: 295,433 shares; 2025Q2: 294,909 shares; 2025Q3: 301,124 shares 301,124 $47.9M 0.08% +6,215 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 265,679 shares; 2024Q2: 264,132 shares; 2024Q3: 265,371 shares; 2024Q4: 257,791 shares; 2025Q1: 259,906 shares; 2025Q2: 253,575 shares; 2025Q3: 249,678 shares 249,678 $46.9M 0.08% -3,897 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 161,399 shares; 2024Q2: 205,200 shares; 2024Q3: 224,841 shares; 2024Q4: 218,402 shares; 2025Q1: 221,389 shares; 2025Q2: 190,020 shares; 2025Q3: 154,157 shares 154,157 $46.2M 0.08% -35,863 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; 2023Q4: restricted; 2024Q1: 226,025 shares; 2024Q2: 277,161 shares; 2024Q3: 277,143 shares; 2024Q4: 272,674 shares; 2025Q1: 275,495 shares; 2025Q2: 268,802 shares; 2025Q3: 262,316 shares 262,316 $46.1M 0.08% -6,486 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,415 shares; 2024Q2: 6,164 shares; 2024Q3: 5,902 shares; 2024Q4: 5,479 shares; 2025Q1: 110,534 shares; 2025Q2: 217,029 shares; 2025Q3: 207,543 shares 207,543 $45.8M 0.08% -9,486 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; 2023Q4: restricted; 2024Q1: 269,821 shares; 2024Q2: 457,867 shares; 2024Q3: 345,892 shares; 2024Q4: 240,139 shares; 2025Q1: 215,051 shares; 2025Q2: 127,330 shares; 2025Q3: 125,719 shares 125,719 $44.2M 0.08% -1,611 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; 2023Q4: restricted; 2024Q1: 341 shares; 2024Q2: 335 shares; 2024Q3: 298 shares; 2024Q4: 309 shares; 2025Q1: 626 shares; 2025Q2: 179,286 shares; 2025Q3: 189,033 shares 189,033 $43.5M 0.07% +9,747 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 421,732 shares; 2024Q2: 417,792 shares; 2024Q3: 414,146 shares; 2024Q4: 402,703 shares; 2025Q1: 535,854 shares; 2025Q2: 383,010 shares; 2025Q3: 383,225 shares 383,225 $43.3M 0.07% +215 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; 2023Q4: restricted; 2024Q1: 417,927 shares; 2024Q2: 500,416 shares; 2024Q3: 500,736 shares; 2024Q4: 488,561 shares; 2025Q1: 491,692 shares; 2025Q2: 395,919 shares; 2025Q3: 387,017 shares 387,017 $43M 0.07% -8,902 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 175,110 shares; 2024Q2: 157,747 shares; 2024Q3: 183,474 shares; 2024Q4: 179,371 shares; 2025Q1: 180,402 shares; 2025Q2: 151,627 shares; 2025Q3: 147,886 shares 147,886 $42.6M 0.07% -3,741 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 295,917 shares; 2024Q2: 300,828 shares; 2024Q3: 303,686 shares; 2024Q4: 303,579 shares; 2025Q1: 321,961 shares; 2025Q2: 334,370 shares; 2025Q3: 350,648 shares 350,648 $42.5M 0.07% +16,278 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 538,488 shares; 2024Q2: 547,511 shares; 2024Q3: 678,872 shares; 2024Q4: 614,004 shares; 2025Q1: 704,764 shares; 2025Q2: 724,351 shares; 2025Q3: 757,688 shares 757,688 $42.2M 0.07% +33,337 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; 2023Q4: restricted; 2024Q1: 705,448 shares; 2024Q2: 703,072 shares; 2024Q3: 704,505 shares; 2024Q4: 684,348 shares; 2025Q1: 689,711 shares; 2025Q2: 539,627 shares; 2025Q3: 527,094 shares 527,094 $40.4M 0.07% -12,533 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; 2023Q4: restricted; 2024Q1: 180,564 shares; 2024Q2: 177,203 shares; 2024Q3: 177,415 shares; 2024Q4: 172,617 shares; 2025Q1: 170,405 shares; 2025Q2: 128,650 shares; 2025Q3: 157,564 shares 157,564 $39.6M 0.07% +28,914 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; 2023Q4: restricted; 2024Q1: 255 shares; 2024Q2: 233 shares; 2024Q3: 316 shares; 2024Q4: 521 shares; 2025Q1: 687 shares; 2025Q2: 91,144 shares; 2025Q3: 244,383 shares 244,383 $39.6M 0.07% +153,239 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 283,206 shares; 2024Q2: 454,289 shares; 2024Q3: 393,519 shares; 2024Q4: 393,697 shares; 2025Q1: 325,324 shares; 2025Q2: 433,324 shares; 2025Q3: 377,905 shares 377,905 $39.4M 0.07% -55,419 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 450,299 shares; 2024Q2: 360,507 shares; 2024Q3: 261,896 shares; 2024Q4: 240,148 shares; 2025Q1: 252,835 shares; 2025Q2: 214,590 shares; 2025Q3: 223,811 shares 223,811 $39.2M 0.07% +9,221 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 209,678 shares; 2024Q2: 247,763 shares; 2024Q3: 270,750 shares; 2024Q4: 272,207 shares; 2025Q1: 275,753 shares; 2025Q2: 247,306 shares; 2025Q3: 247,439 shares 247,439 $38.4M 0.07% +133 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 496,545 shares; 2024Q2: 537,533 shares; 2024Q3: 596,783 shares; 2024Q4: 1,494,622 shares; 2025Q1: 537,691 shares; 2025Q2: 466,759 shares; 2025Q3: 453,589 shares 453,589 $38.1M 0.07% -13,170 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; 2023Q4: restricted; 2024Q1: 77,781 shares; 2024Q2: 152,575 shares; 2024Q3: 152,674 shares; 2024Q4: 555,929 shares; 2025Q1: 437,796 shares; 2025Q2: 438,873 shares; 2025Q3: 195,551 shares 195,551 $37.9M 0.06% -243,322 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 167,141 shares; 2024Q2: 164,586 shares; 2024Q3: 169,697 shares; 2024Q4: 173,510 shares; 2025Q1: 178,920 shares; 2025Q2: 183,652 shares; 2025Q3: 184,923 shares 184,923 $37.6M 0.06% +1,271 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; 2023Q4: restricted; 2024Q1: 795 shares; 2024Q2: 840 shares; 2024Q3: 1,078 shares; 2024Q4: 44,593 shares; 2025Q1: 71,824 shares; 2025Q2: 70,694 shares; 2025Q3: 69,265 shares 69,265 $37.6M 0.06% -1,429 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; 2023Q4: restricted; 2024Q1: 74,337 shares; 2024Q2: 3,589,614 shares; 2024Q3: 3,606,627 shares; 2024Q4: 3,510,992 shares; 2025Q1: 3,438,016 shares; 2025Q2: 3,396,540 shares; 2025Q3: 954,366 shares 954,366 $37.4M 0.06% -2,442,174 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 322,634 shares; 2024Q2: 452,004 shares; 2024Q3: 452,387 shares; 2024Q4: 452,140 shares; 2025Q1: 477,551 shares; 2025Q2: 550,620 shares; 2025Q3: 481,685 shares 481,685 $36.6M 0.06% -68,935 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; 2023Q4: restricted; 2024Q1: 165,398 shares; 2024Q2: 163,615 shares; 2024Q3: 162,924 shares; 2024Q4: 151,566 shares; 2025Q1: 142,460 shares; 2025Q2: 142,659 shares; 2025Q3: 140,087 shares 140,087 $36.5M 0.06% -2,572 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,640,081 shares; 2024Q2: 3,268,630 shares; 2024Q3: 3,146,224 shares; 2024Q4: 1,391,604 shares; 2025Q1: 1,258,723 shares; 2025Q2: 1,114,830 shares; 2025Q3: 1,139,622 shares 1,139,622 $36.4M 0.06% +24,792 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 138,198 shares; 2024Q2: 139,615 shares; 2024Q3: 139,814 shares; 2024Q4: 134,972 shares; 2025Q1: 131,448 shares; 2025Q2: 130,106 shares; 2025Q3: 128,836 shares 128,836 $35.3M 0.06% -1,270 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 163,169 shares; 2024Q2: 166,126 shares; 2024Q3: 165,040 shares; 2024Q4: 161,417 shares; 2025Q1: 32,461 shares; 2025Q2: 31,672 shares; 2025Q3: 50,187 shares 50,187 $34.3M 0.06% +18,515 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,056,575 shares; 2024Q2: 826,882 shares; 2024Q3: 822,837 shares; 2024Q4: 802,257 shares; 2025Q1: 807,924 shares; 2025Q2: 785,563 shares; 2025Q3: 762,101 shares 762,101 $34.3M 0.06% -23,462 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 535,153 shares; 2024Q2: 531,914 shares; 2024Q3: 549,507 shares; 2024Q4: 536,902 shares; 2025Q1: 538,456 shares; 2025Q2: 522,234 shares; 2025Q3: 511,429 shares 511,429 $33.4M 0.06% -10,805 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; 2023Q4: restricted; 2024Q1: 1,136,760 shares; 2024Q2: 1,122,939 shares; 2024Q3: 1,079,458 shares; 2024Q4: 1,027,178 shares; 2025Q1: 1,013,832 shares; 2025Q2: 408,873 shares; 2025Q3: 392,779 shares 392,779 $33M 0.06% -16,094 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,280 shares; 2024Q2: 2,296 shares; 2024Q3: 2,381 shares; 2024Q4: 2,327 shares; 2025Q1: 5,769 shares; 2025Q2: 105,824 shares; 2025Q3: 122,977 shares 122,977 $32.9M 0.06% +17,153 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 421,477 shares; 2024Q2: 412,493 shares; 2024Q3: 409,313 shares; 2024Q4: 407,941 shares; 2025Q1: 411,077 shares; 2025Q2: 409,417 shares; 2025Q3: 327,224 shares 327,224 $32.8M 0.06% -82,193 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,158,092 shares; 2024Q2: 1,332,164 shares; 2024Q3: 505,101 shares; 2024Q4: 382,426 shares; 2025Q1: 378,006 shares; 2025Q2: 361,572 shares; 2025Q3: 354,435 shares 354,435 $32.8M 0.06% -7,137 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856,845 shares 856,845 $32.7M 0.06% new 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; 2023Q4: restricted; 2024Q1: 637,413 shares; 2024Q2: 625,218 shares; 2024Q3: 640,377 shares; 2024Q4: 644,156 shares; 2025Q1: 652,357 shares; 2025Q2: 484,425 shares; 2025Q3: 489,921 shares 489,921 $32.5M 0.06% +5,496 Timeline BKLN 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; 2023Q4: restricted; 2024Q1: 237,711 shares; 2024Q2: 277,137 shares; 2024Q3: 1,267,467 shares; 2024Q4: 1,380,535 shares; 2025Q1: 1,334,445 shares; 2025Q2: 1,520,029 shares; 2025Q3: 1,545,493 shares 1,545,493 $32.3M 0.06% +25,464 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; 2023Q4: restricted; 2024Q1: 310,264 shares; 2024Q2: 316,983 shares; 2024Q3: 312,507 shares; 2024Q4: 298,711 shares; 2025Q1: 317,968 shares; 2025Q2: 325,865 shares; 2025Q3: 340,708 shares 340,708 $32.1M 0.06% +14,843 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 956,377 shares; 2024Q2: 874,554 shares; 2024Q3: 1,065,763 shares; 2024Q4: 1,024,147 shares; 2025Q1: 846,520 shares; 2025Q2: 809,284 shares; 2025Q3: 809,068 shares 809,068 $31.8M 0.05% -216 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 301,076 shares; 2024Q2: 437,815 shares; 2024Q3: 100,626 shares; 2024Q4: 68,493 shares; 2025Q1: 60,273 shares; 2025Q2: 58,732 shares; 2025Q3: 57,444 shares 57,444 $31.4M 0.05% -1,288 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 205,412 shares; 2024Q2: 134,801 shares; 2024Q3: 1,141,207 shares; 2024Q4: 856,465 shares; 2025Q1: 671,242 shares; 2025Q2: 617,882 shares; 2025Q3: 572,301 shares 572,301 $31.2M 0.05% -45,581 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 216,341 shares; 2024Q2: 218,119 shares; 2024Q3: 293,141 shares; 2024Q4: 250,283 shares; 2025Q1: 303,136 shares; 2025Q2: 311,328 shares; 2025Q3: 324,473 shares 324,473 $31M 0.05% +13,145 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 406,678 shares; 2024Q2: 350,043 shares; 2024Q3: 423,160 shares; 2024Q4: 413,297 shares; 2025Q1: 396,553 shares; 2025Q2: 376,638 shares; 2025Q3: 368,216 shares 368,216 $30.8M 0.05% -8,422 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 91,347 shares; 2024Q2: 94,383 shares; 2024Q3: 97,931 shares; 2024Q4: 88,203 shares; 2025Q1: 58,368 shares; 2025Q2: 64,491 shares; 2025Q3: 69,280 shares 69,280 $30.8M 0.05% +4,789 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,549 shares; 2024Q2: 104 shares; 2024Q3: 250,256 shares; 2024Q4: 366,618 shares; 2025Q1: 316,646 shares; 2025Q2: 267,734 shares; 2025Q3: 913,158 shares 913,158 $30.6M 0.05% +645,424 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 795 shares; 2024Q2: 930 shares; 2024Q3: 931 shares; 2024Q4: 544 shares; 2025Q1: 328 shares; 2025Q2: 33,998 shares; 2025Q3: 47,058 shares 47,058 $30.6M 0.05% +13,060 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 996,480 shares; 2024Q2: 962,511 shares; 2024Q3: 965,065 shares; 2024Q4: 972,291 shares; 2025Q1: 622,050 shares; 2025Q2: 584,513 shares; 2025Q3: 565,456 shares 565,456 $30.2M 0.05% -19,057 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; 2023Q4: restricted; 2024Q1: 343,277 shares; 2024Q2: 240,594 shares; 2024Q3: 233,330 shares; 2024Q4: 230,075 shares; 2025Q1: 294,336 shares; 2025Q2: 289,981 shares; 2025Q3: 118,539 shares 118,539 $29.2M 0.05% -171,442 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 62,384 shares; 2024Q2: 68,246 shares; 2024Q3: 68,482 shares; 2024Q4: 67,395 shares; 2025Q1: 67,047 shares; 2025Q2: 52,364 shares; 2025Q3: 50,810 shares 50,810 $28.8M 0.05% -1,554 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; 2023Q4: restricted; 2024Q1: 8,969 shares; 2024Q2: 8,006 shares; 2024Q3: 7,539 shares; 2024Q4: 7,515 shares; 2025Q1: 7,555 shares; 2025Q2: 205,695 shares; 2025Q3: 273,939 shares 273,939 $28.4M 0.05% +68,244 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,695 shares; 2024Q2: 140,153 shares; 2024Q3: 163,504 shares; 2024Q4: 165,305 shares; 2025Q1: 177,649 shares; 2025Q2: 312,179 shares; 2025Q3: 299,361 shares 299,361 $28.4M 0.05% -12,818 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 471,000 shares; 2024Q2: 664,124 shares; 2024Q3: 664,096 shares; 2024Q4: 822,818 shares; 2025Q1: 592,151 shares; 2025Q2: 589,398 shares; 2025Q3: 999,397 shares 999,397 $28.2M 0.05% +409,999 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 188,637 shares; 2024Q2: 186,682 shares; 2024Q3: 185,671 shares; 2024Q4: 181,294 shares; 2025Q1: 179,527 shares; 2025Q2: 177,024 shares; 2025Q3: 172,312 shares 172,312 $28M 0.05% -4,712 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,371 shares; 2024Q2: 2,386 shares; 2024Q3: 15,355 shares; 2024Q4: 10,618 shares; 2025Q1: 3,431 shares; 2025Q2: 120,002 shares; 2025Q3: 173,088 shares 173,088 $27.9M 0.05% +53,086 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 236,346 shares; 2024Q2: 211,406 shares; 2024Q3: 201,653 shares; 2024Q4: 190,136 shares; 2025Q1: 224,639 shares; 2025Q2: 263,397 shares; 2025Q3: 249,354 shares 249,354 $27.8M 0.05% -14,043 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; 2023Q4: restricted; 2024Q1: 216,799 shares; 2024Q2: 215,795 shares; 2024Q3: 215,338 shares; 2024Q4: 208,694 shares; 2025Q1: 208,527 shares; 2025Q2: 161,347 shares; 2025Q3: 158,100 shares 158,100 $27.7M 0.05% -3,247 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376,194 shares; 2025Q2: 429,644 shares; 2025Q3: 643,338 shares 643,338 $27.5M 0.05% +213,694 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; 2023Q4: restricted; 2024Q1: 450,561 shares; 2024Q2: 337,745 shares; 2024Q3: 332,330 shares; 2024Q4: 323,524 shares; 2025Q1: 269,950 shares; 2025Q2: 266,561 shares; 2025Q3: 78,295 shares 78,295 $27.1M 0.05% -188,266 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; 2023Q4: restricted; 2024Q1: 11,301 shares; 2024Q2: 11,160 shares; 2024Q3: 77,846 shares; 2024Q4: 77,245 shares; 2025Q1: 77,144 shares; 2025Q2: 76,857 shares; 2025Q3: 77,654 shares 77,654 $26.5M 0.05% +797 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 199,181 shares; 2024Q2: 200,065 shares; 2024Q3: 280,346 shares; 2024Q4: 244,608 shares; 2025Q1: 254,691 shares; 2025Q2: 185,457 shares; 2025Q3: 182,138 shares 182,138 $26.1M 0.04% -3,319 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; 2023Q4: restricted; 2024Q1: 2,220,624 shares; 2024Q2: 1,826,576 shares; 2024Q3: 1,805,284 shares; 2024Q4: 1,198,006 shares; 2025Q1: 150,462 shares; 2025Q2: 125,190 shares; 2025Q3: 120,699 shares 120,699 $25.4M 0.04% -4,491 Timeline TXO TXO PARTNERS LP More: the full row for TXO PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 510,762 shares; 2024Q2: 623,421 shares; 2024Q3: 746,779 shares; 2024Q4: 1,059,828 shares; 2025Q1: 1,059,599 shares; 2025Q2: 1,755,064 shares; 2025Q3: 1,807,967 shares 1,807,967 $25.4M 0.04% +52,903 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 468,324 shares; 2024Q2: 670,777 shares; 2024Q3: 559,551 shares; 2024Q4: 516,416 shares; 2025Q1: 740,002 shares; 2025Q2: 720,473 shares; 2025Q3: 707,363 shares 707,363 $25.4M 0.04% -13,110 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 52,770 shares; 2024Q2: 52,227 shares; 2024Q3: 51,350 shares; 2024Q4: 50,721 shares; 2025Q1: 51,599 shares; 2025Q2: 50,856 shares; 2025Q3: 50,731 shares 50,731 $24.2M 0.04% -125 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 303,064 shares; 2024Q2: 302,774 shares; 2024Q3: 302,879 shares; 2024Q4: 293,614 shares; 2025Q1: 290,424 shares; 2025Q2: 279,680 shares; 2025Q3: 273,207 shares 273,207 $23.9M 0.04% -6,473 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,179 shares; 2024Q2: 59,056 shares; 2024Q3: 58,731 shares; 2024Q4: 57,098 shares; 2025Q1: 57,553 shares; 2025Q2: 55,988 shares; 2025Q3: 54,718 shares 54,718 $23.6M 0.04% -1,270 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 114,090 shares; 2024Q2: 107,405 shares; 2024Q3: 108,645 shares; 2024Q4: 208,751 shares; 2025Q1: 211,503 shares; 2025Q2: 333,263 shares; 2025Q3: 221,047 shares 221,047 $23.6M 0.04% -112,216 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,341 shares; 2024Q2: 8,307 shares; 2024Q3: 289,452 shares; 2024Q4: 292,681 shares; 2025Q1: 300,522 shares; 2025Q2: 297,153 shares; 2025Q3: 293,883 shares 293,883 $23.5M 0.04% -3,270 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 528,171 shares; 2024Q2: 527,210 shares; 2024Q3: 529,871 shares; 2024Q4: 515,604 shares; 2025Q1: 517,683 shares; 2025Q2: 504,932 shares; 2025Q3: 494,162 shares 494,162 $23.2M 0.04% -10,770 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 172,473 shares; 2024Q2: 171,930 shares; 2024Q3: 171,312 shares; 2024Q4: 166,847 shares; 2025Q1: 165,349 shares; 2025Q2: 161,021 shares; 2025Q3: 158,317 shares 158,317 $22.7M 0.04% -2,704 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 117,017 shares; 2024Q2: 116,439 shares; 2024Q3: 116,448 shares; 2024Q4: 113,325 shares; 2025Q1: 112,546 shares; 2025Q2: 109,193 shares; 2025Q3: 106,998 shares 106,998 $22.6M 0.04% -2,195 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 155,081 shares; 2024Q2: 165,896 shares; 2024Q3: 161,842 shares; 2024Q4: 159,303 shares; 2025Q1: 164,091 shares; 2025Q2: 178,509 shares; 2025Q3: 236,774 shares 236,774 $22.5M 0.04% +58,265 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 496,363 shares; 2024Q2: 487,965 shares; 2024Q3: 486,759 shares; 2024Q4: 472,140 shares; 2025Q1: 281,499 shares; 2025Q2: 277,083 shares; 2025Q3: 270,517 shares 270,517 $22.4M 0.04% -6,566 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 871,644 shares; 2024Q2: 1,036,661 shares; 2024Q3: 814,555 shares; 2024Q4: 988,403 shares; 2025Q1: 718,768 shares; 2025Q2: 699,448 shares; 2025Q3: 686,566 shares 686,566 $22.1M 0.04% -12,882 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 338,236 shares; 2024Q2: 324,594 shares; 2024Q3: 454,010 shares; 2024Q4: 458,916 shares; 2025Q1: 451,775 shares; 2025Q2: 437,179 shares; 2025Q3: 434,540 shares 434,540 $21.9M 0.04% -2,639 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 330,680 shares; 2024Q2: 301,018 shares; 2024Q3: 284,028 shares; 2024Q4: 256,277 shares; 2025Q1: 270,803 shares; 2025Q2: 267,195 shares; 2025Q3: 257,960 shares 257,960 $21.8M 0.04% -9,235 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,558 shares; 2024Q2: 18,666 shares; 2024Q3: 493,894 shares; 2024Q4: 494,300 shares; 2025Q1: 490,973 shares; 2025Q2: 490,973 shares; 2025Q3: 490,973 shares 490,973 $21.7M 0.04% 0 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; 2023Q4: restricted; 2024Q1: 177,577 shares; 2024Q2: 148,297 shares; 2024Q3: 245,159 shares; 2024Q4: 249,469 shares; 2025Q1: 241,203 shares; 2025Q2: 240,823 shares; 2025Q3: 256,567 shares 256,567 $21.5M 0.04% +15,744 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 775,147 shares; 2024Q2: 788,574 shares; 2024Q3: 794,320 shares; 2024Q4: 727,732 shares; 2025Q1: 814,875 shares; 2025Q2: 838,717 shares; 2025Q3: 877,191 shares 877,191 $21.4M 0.04% +38,474 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; 2023Q4: restricted; 2024Q1: 61,446 shares; 2024Q2: 61,287 shares; 2024Q3: 114,727 shares; 2024Q4: 111,727 shares; 2025Q1: 111,162 shares; 2025Q2: 108,792 shares; 2025Q3: 111,993 shares 111,993 $21M 0.04% +3,201 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 176,949 shares; 2024Q2: 176,444 shares; 2024Q3: 175,709 shares; 2024Q4: 169,056 shares; 2025Q1: 168,557 shares; 2025Q2: 164,203 shares; 2025Q3: 160,939 shares 160,939 $20.9M 0.04% -3,264 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 395,977 shares; 2024Q2: 390,003 shares; 2024Q3: 377,013 shares; 2024Q4: 373,515 shares; 2025Q1: 377,282 shares; 2025Q2: 375,098 shares; 2025Q3: 366,175 shares 366,175 $20.9M 0.04% -8,923 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; 2023Q4: restricted; 2024Q1: 311,184 shares; 2024Q2: 323,304 shares; 2024Q3: 315,564 shares; 2024Q4: 352,111 shares; 2025Q1: 391,375 shares; 2025Q2: 382,427 shares; 2025Q3: 381,203 shares 381,203 $20.7M 0.04% -1,224 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 142,310 shares; 2024Q2: 140,733 shares; 2024Q3: 142,809 shares; 2024Q4: 709,944 shares; 2025Q1: 754,209 shares; 2025Q2: 347,827 shares; 2025Q3: 335,455 shares 335,455 $20.5M 0.04% -12,372 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 195,682 shares; 2024Q2: 195,029 shares; 2024Q3: 194,315 shares; 2024Q4: 189,887 shares; 2025Q1: 191,098 shares; 2025Q2: 186,244 shares; 2025Q3: 183,164 shares 183,164 $20.3M 0.03% -3,080 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70,964 shares; 2024Q2: 65,952 shares; 2024Q3: 63,622 shares; 2024Q4: 63,853 shares; 2025Q1: 978,314 shares; 2025Q2: 1,127,054 shares; 2025Q3: 213,406 shares 213,406 $20.2M 0.03% -913,648 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 41,947 shares; 2024Q2: 42,747 shares; 2024Q3: 42,427 shares; 2024Q4: 41,279 shares; 2025Q1: 40,999 shares; 2025Q2: 41,026 shares; 2025Q3: 42,305 shares 42,305 $20.2M 0.03% +1,279 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; 2023Q4: restricted; 2024Q1: 418,490 shares; 2024Q2: 438,496 shares; 2024Q3: 440,906 shares; 2024Q4: 431,307 shares; 2025Q1: 425,321 shares; 2025Q2: 357,937 shares; 2025Q3: 388,725 shares 388,725 $20.1M 0.03% +30,788 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; 2023Q4: restricted; 2024Q1: 62,893 shares; 2024Q2: 58,105 shares; 2024Q3: 59,704 shares; 2024Q4: 61,098 shares; 2025Q1: 56,172 shares; 2025Q2: 56,110 shares; 2025Q3: 56,401 shares 56,401 $20M 0.03% +291 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,145,778 shares; 2024Q2: 1,097,980 shares; 2024Q3: 916,486 shares; 2024Q4: 838,639 shares; 2025Q1: 832,364 shares; 2025Q2: 815,093 shares; 2025Q3: 777,310 shares 777,310 $20M 0.03% -37,783 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; 2023Q4: restricted; 2024Q1: 62,578 shares; 2024Q2: 59,607 shares; 2024Q3: 57,612 shares; 2024Q4: 43,879 shares; 2025Q1: 331,663 shares; 2025Q2: 345,067 shares; 2025Q3: 352,471 shares 352,471 $19.6M 0.03% +7,404 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; 2023Q4: restricted; 2024Q1: 83,799 shares; 2024Q2: 87,869 shares; 2024Q3: 89,516 shares; 2024Q4: 84,817 shares; 2025Q1: 80,215 shares; 2025Q2: 85,498 shares; 2025Q3: 92,761 shares 92,761 $19.4M 0.03% +7,263 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; 2023Q4: restricted; 2024Q1: 41,493 shares; 2024Q2: 41,949 shares; 2024Q3: 42,435 shares; 2024Q4: 42,797 shares; 2025Q1: 41,101 shares; 2025Q2: 39,594 shares; 2025Q3: 40,185 shares 40,185 $19.3M 0.03% +591 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,756 shares; 2024Q2: 1,015 shares; 2024Q3: 1,056 shares; 2024Q4: 925 shares; 2025Q1: 911 shares; 2025Q2: 906 shares; 2025Q3: 137,347 shares 137,347 $19M 0.03% +136,441 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,515 shares; 2024Q2: 68,526 shares; 2024Q3: 68,926 shares; 2024Q4: 67,172 shares; 2025Q1: 66,014 shares; 2025Q2: 64,165 shares; 2025Q3: 63,230 shares 63,230 $18.9M 0.03% -935 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 549 shares; 2024Q2: 173 shares; 2024Q3: 333,676 shares; 2024Q4: 259,401 shares; 2025Q1: 271,330 shares; 2025Q2: 263,305 shares; 2025Q3: 258,407 shares 258,407 $18.8M 0.03% -4,898 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 141,319 shares; 2024Q2: 138,637 shares; 2024Q3: 138,238 shares; 2024Q4: 135,852 shares; 2025Q1: 134,123 shares; 2025Q2: 134,055 shares; 2025Q3: 134,156 shares 134,156 $18.7M 0.03% +101 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 323,794 shares; 2024Q2: 322,617 shares; 2024Q3: 245,754 shares; 2024Q4: 192,667 shares; 2025Q1: 174,834 shares; 2025Q2: 164,623 shares; 2025Q3: 154,067 shares 154,067 $18.3M 0.03% -10,556 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; 2023Q4: restricted; 2024Q1: 144,834 shares; 2024Q2: 135,495 shares; 2024Q3: 139,258 shares; 2024Q4: 138,586 shares; 2025Q1: 137,599 shares; 2025Q2: 137,823 shares; 2025Q3: 137,844 shares 137,844 $18.1M 0.03% +21 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; 2023Q4: restricted; 2024Q1: 256,703 shares; 2024Q2: 252,521 shares; 2024Q3: 290,692 shares; 2024Q4: 260,526 shares; 2025Q1: 267,685 shares; 2025Q2: 260,251 shares; 2025Q3: 266,267 shares 266,267 $17.6M 0.03% +6,016 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; 2023Q4: restricted; 2024Q1: 34,778 shares; 2024Q2: 35,520 shares; 2024Q3: 39,134 shares; 2024Q4: 37,896 shares; 2025Q1: 38,647 shares; 2025Q2: 38,382 shares; 2025Q3: 33,947 shares 33,947 $16.9M 0.03% -4,435 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 727,964 shares; 2024Q2: 701,325 shares; 2024Q3: 614,002 shares; 2024Q4: 595,704 shares; 2025Q1: 572,938 shares; 2025Q2: 533,323 shares; 2025Q3: 508,849 shares 508,849 $16.7M 0.03% -24,474 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; 2023Q4: restricted; 2024Q1: 82,285 shares; 2024Q2: 84,685 shares; 2024Q3: 92,383 shares; 2024Q4: 108,862 shares; 2025Q1: 90,136 shares; 2025Q2: 92,107 shares; 2025Q3: 90,341 shares 90,341 $16.5M 0.03% -1,766 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; 2023Q4: restricted; 2024Q1: 1,834 shares; 2024Q2: 2,751 shares; 2024Q3: 2,516 shares; 2024Q4: 2,394 shares; 2025Q1: 2,421 shares; 2025Q2: 3,032 shares; 2025Q3: 3,051 shares 3,051 $16.5M 0.03% +19 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 65,214 shares; 2024Q2: 64,553 shares; 2024Q3: 113,859 shares; 2024Q4: 129,244 shares; 2025Q1: 213,645 shares; 2025Q2: 179,630 shares; 2025Q3: 121,078 shares 121,078 $16.5M 0.03% -58,552 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,306 shares; 2024Q2: 43,798 shares; 2024Q3: 145,851 shares; 2024Q4: 146,627 shares; 2025Q1: 152,317 shares; 2025Q2: 151,798 shares; 2025Q3: 151,076 shares 151,076 $16.5M 0.03% -722 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; 2023Q4: restricted; 2024Q1: 69,023 shares; 2024Q2: 67,149 shares; 2024Q3: 67,171 shares; 2024Q4: 67,008 shares; 2025Q1: 58,823 shares; 2025Q2: 57,505 shares; 2025Q3: 57,107 shares 57,107 $16.5M 0.03% -398 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,650 shares; 2024Q2: 39,214 shares; 2024Q3: 38,864 shares; 2024Q4: 38,900 shares; 2025Q1: 39,315 shares; 2025Q2: 39,445 shares; 2025Q3: 38,646 shares 38,646 $16.3M 0.03% -799 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; 2023Q4: restricted; 2024Q1: 114,149 shares; 2024Q2: 114,638 shares; 2024Q3: 80,402 shares; 2024Q4: 76,628 shares; 2025Q1: 59,316 shares; 2025Q2: 54,883 shares; 2025Q3: 54,603 shares 54,603 $16.3M 0.03% -280 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; 2023Q4: restricted; 2024Q1: 57,229 shares; 2024Q2: 56,773 shares; 2024Q3: 75,719 shares; 2024Q4: 72,071 shares; 2025Q1: 70,036 shares; 2025Q2: 71,066 shares; 2025Q3: 100,171 shares 100,171 $16.2M 0.03% +29,105 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; 2023Q4: restricted; 2024Q1: 94,544 shares; 2024Q2: 93,507 shares; 2024Q3: 91,003 shares; 2024Q4: 88,939 shares; 2025Q1: 88,554 shares; 2025Q2: 69,478 shares; 2025Q3: 69,799 shares 69,799 $16M 0.03% +321 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; 2023Q4: restricted; 2024Q1: 84,338 shares; 2024Q2: 85,960 shares; 2024Q3: 79,154 shares; 2024Q4: 66,072 shares; 2025Q1: 71,356 shares; 2025Q2: 69,212 shares; 2025Q3: 69,852 shares 69,852 $15.1M 0.03% +640 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; 2023Q4: restricted; 2024Q1: 7,470 shares; 2024Q2: 13,167 shares; 2024Q3: 15,472 shares; 2024Q4: 15,804 shares; 2025Q1: 155,184 shares; 2025Q2: 220,955 shares; 2025Q3: 45,470 shares 45,470 $15M 0.03% -175,485 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,732 shares; 2024Q2: not reported; 2024Q3: 809,891 shares; 2024Q4: 809,891 shares; 2025Q1: 824,891 shares; 2025Q2: 809,891 shares; 2025Q3: 809,899 shares 809,899 $14.5M 0.02% +8 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; 2023Q4: restricted; 2024Q1: 98,151 shares; 2024Q2: 104,316 shares; 2024Q3: 104,209 shares; 2024Q4: 104,121 shares; 2025Q1: 101,784 shares; 2025Q2: 93,325 shares; 2025Q3: 93,341 shares 93,341 $14.2M 0.02% +16 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; 2023Q4: restricted; 2024Q1: 1,863,310 shares; 2024Q2: 1,786,968 shares; 2024Q3: 1,742,216 shares; 2024Q4: 1,674,064 shares; 2025Q1: 1,702,473 shares; 2025Q2: 1,697,109 shares; 2025Q3: 446,781 shares 446,781 $14M 0.02% -1,250,328 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 209,789 shares; 2024Q2: 207,306 shares; 2024Q3: 205,423 shares; 2024Q4: 199,329 shares; 2025Q1: 196,441 shares; 2025Q2: 190,142 shares; 2025Q3: 186,829 shares 186,829 $13.8M 0.02% -3,313 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 48,690 shares; 2024Q2: 48,882 shares; 2024Q3: 48,054 shares; 2024Q4: 46,314 shares; 2025Q1: 144,744 shares; 2025Q2: 138,701 shares; 2025Q3: 134,906 shares 134,906 $13.6M 0.02% -3,795 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 135,492 shares; 2024Q2: 104,910 shares; 2024Q3: 105,918 shares; 2024Q4: 106,556 shares; 2025Q1: 103,625 shares; 2025Q2: 217,783 shares; 2025Q3: 125,920 shares 125,920 $13.4M 0.02% -91,863 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 137,376 shares; 2024Q2: 139,430 shares; 2024Q3: 141,041 shares; 2024Q4: 137,823 shares; 2025Q1: 141,816 shares; 2025Q2: 139,372 shares; 2025Q3: 141,179 shares 141,179 $13.4M 0.02% +1,807 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; 2023Q4: restricted; 2024Q1: 30,399 shares; 2024Q2: 30,129 shares; 2024Q3: 42,823 shares; 2024Q4: 42,716 shares; 2025Q1: 42,257 shares; 2025Q2: 42,190 shares; 2025Q3: 43,699 shares 43,699 $13.1M 0.02% +1,509 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 87,085 shares; 2024Q2: 85,388 shares; 2024Q3: 85,952 shares; 2024Q4: 83,898 shares; 2025Q1: 73,360 shares; 2025Q2: 67,450 shares; 2025Q3: 66,692 shares 66,692 $13.1M 0.02% -758 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 36,918 shares; 2024Q2: 51,858 shares; 2024Q3: 51,034 shares; 2024Q4: 44,412 shares; 2025Q1: 41,549 shares; 2025Q2: 40,538 shares; 2025Q3: 41,081 shares 41,081 $13M 0.02% +543 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 192,756 shares; 2024Q2: 192,692 shares; 2024Q3: 191,838 shares; 2024Q4: 185,308 shares; 2025Q1: 190,899 shares; 2025Q2: 176,434 shares; 2025Q3: 170,243 shares 170,243 $12.8M 0.02% -6,191 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; 2023Q4: restricted; 2024Q1: 211,840 shares; 2024Q2: 198,767 shares; 2024Q3: 296,525 shares; 2024Q4: 307,582 shares; 2025Q1: 297,084 shares; 2025Q2: 284,752 shares; 2025Q3: 279,227 shares 279,227 $12.6M 0.02% -5,525 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,385 shares; 2024Q2: 84,421 shares; 2024Q3: 90,499 shares; 2024Q4: 102,887 shares; 2025Q1: 114,613 shares; 2025Q2: 147,345 shares; 2025Q3: 205,666 shares 205,666 $12.6M 0.02% +58,321 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,410,288 shares; 2024Q2: 1,278,740 shares; 2024Q3: 1,297,993 shares; 2024Q4: 978,632 shares; 2025Q1: 1,061,906 shares; 2025Q2: 904,770 shares; 2025Q3: 483,199 shares 483,199 $12.3M 0.02% -421,571 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 211,934 shares; 2024Q2: 193,885 shares; 2024Q3: 200,483 shares; 2024Q4: 206,785 shares; 2025Q1: 197,323 shares; 2025Q2: 200,053 shares; 2025Q3: 232,140 shares 232,140 $12.3M 0.02% +32,087 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 192,500 shares; 2024Q4: 192,500 shares; 2025Q1: 192,500 shares; 2025Q2: 192,500 shares; 2025Q3: 192,500 shares 192,500 $12.2M 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,612 shares; 2024Q2: 20,091 shares; 2024Q3: 20,323 shares; 2024Q4: 24,396 shares; 2025Q1: 29,538 shares; 2025Q2: 32,058 shares; 2025Q3: 31,686 shares 31,686 $12M 0.02% -372 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,120 shares; 2024Q2: 31,136 shares; 2024Q3: 28,823 shares; 2024Q4: 28,229 shares; 2025Q1: 28,365 shares; 2025Q2: 27,351 shares; 2025Q3: 25,979 shares 25,979 $11.9M 0.02% -1,372 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 312 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 250,283 shares 250,283 $11.9M 0.02% +250,000 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; 2023Q4: restricted; 2024Q1: 622,405 shares; 2024Q2: 809,000 shares; 2024Q3: 814,437 shares; 2024Q4: 81,618 shares; 2025Q1: 71,502 shares; 2025Q2: 70,112 shares; 2025Q3: 71,735 shares 71,735 $11.6M 0.02% +1,623 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; 2023Q4: restricted; 2024Q1: 12,413 shares; 2024Q2: 12,239 shares; 2024Q3: 12,398 shares; 2024Q4: 12,499 shares; 2025Q1: 20,954 shares; 2025Q2: 11,975 shares; 2025Q3: 12,090 shares 12,090 $11.5M 0.02% +115 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 351,912 shares; 2024Q2: 329,350 shares; 2024Q3: 463,348 shares; 2024Q4: 490,880 shares; 2025Q1: 487,433 shares; 2025Q2: 504,368 shares; 2025Q3: 340,427 shares 340,427 $11.4M 0.02% -163,941 Timeline TMCI TREACE MED CONCEPTS INC More: the full row for TREACE MED CONCEPTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,854,916 shares; 2024Q2: 1,928,016 shares; 2024Q3: 1,888,266 shares; 2024Q4: 1,888,266 shares; 2025Q1: 2,293,523 shares; 2025Q2: 1,687,521 shares; 2025Q3: 1,686,521 shares 1,686,521 $11.3M 0.02% -1,000 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 136,111 shares; 2024Q2: 134,366 shares; 2024Q3: 104,899 shares; 2024Q4: 104,369 shares; 2025Q1: 105,027 shares; 2025Q2: 134,125 shares; 2025Q3: 135,668 shares 135,668 $11.3M 0.02% +1,543 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,209,656 shares; 2024Q2: 2,198,985 shares; 2024Q3: 2,179,655 shares; 2024Q4: 2,068,845 shares; 2025Q1: 2,104,889 shares; 2025Q2: 129,681 shares; 2025Q3: 119,275 shares 119,275 $11.3M 0.02% -10,406 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,154 shares; 2024Q2: 2,373 shares; 2024Q3: 1,156 shares; 2024Q4: 1,385 shares; 2025Q1: 108,662 shares; 2025Q2: 122,311 shares; 2025Q3: 91,427 shares 91,427 $11M 0.02% -30,884 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 166,921 shares; 2024Q2: 181,336 shares; 2024Q3: 170,272 shares; 2024Q4: 169,266 shares; 2025Q1: 175,512 shares; 2025Q2: 183,619 shares; 2025Q3: 197,409 shares 197,409 $10.9M 0.02% +13,790 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 359,082 shares 359,082 $10.9M 0.02% +353,027 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 257,831 shares; 2024Q2: 288,174 shares; 2024Q3: 281,573 shares; 2024Q4: 284,829 shares; 2025Q1: 279,426 shares; 2025Q2: 274,378 shares; 2025Q3: 267,724 shares 267,724 $10.8M 0.02% -6,654 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,820 shares; 2024Q2: 17,562 shares; 2024Q3: 96,851 shares; 2024Q4: 106,985 shares; 2025Q1: 104,239 shares; 2025Q2: 62,895 shares; 2025Q3: 63,339 shares 63,339 $10.8M 0.02% +444 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 686 shares; 2024Q2: 609 shares; 2024Q3: 659 shares; 2024Q4: 584 shares; 2025Q1: 73 shares; 2025Q2: 43,048 shares; 2025Q3: 42,304 shares 42,304 $10.6M 0.02% -744 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; 2023Q4: restricted; 2024Q1: 86,377 shares; 2024Q2: 80,640 shares; 2024Q3: 84,776 shares; 2024Q4: 83,514 shares; 2025Q1: 81,698 shares; 2025Q2: 77,548 shares; 2025Q3: 74,364 shares 74,364 $10.5M 0.02% -3,184 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; 2023Q4: restricted; 2024Q1: 47,226 shares; 2024Q2: 46,600 shares; 2024Q3: 44,645 shares; 2024Q4: 45,048 shares; 2025Q1: 41,149 shares; 2025Q2: 36,085 shares; 2025Q3: 36,776 shares 36,776 $10.4M 0.02% +691 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 159,851 shares; 2024Q2: 157,703 shares; 2024Q3: 154,098 shares; 2024Q4: 170,685 shares; 2025Q1: 170,706 shares; 2025Q2: 181,896 shares; 2025Q3: 335,471 shares 335,471 $10.3M 0.02% +153,575 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; 2023Q4: restricted; 2024Q1: 54,431 shares; 2024Q2: 53,843 shares; 2024Q3: 48,671 shares; 2024Q4: 49,086 shares; 2025Q1: 46,484 shares; 2025Q2: 49,246 shares; 2025Q3: 49,608 shares 49,608 $10M 0.02% +362 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 946 shares; 2024Q2: 904 shares; 2024Q3: 4,806 shares; 2024Q4: 4,896 shares; 2025Q1: 5,611 shares; 2025Q2: 2,276 shares; 2025Q3: 98,607 shares 98,607 $10M 0.02% +96,331 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 480,907 shares; 2024Q2: 456,747 shares; 2024Q3: 440,006 shares; 2024Q4: 443,747 shares; 2025Q1: 442,588 shares; 2025Q2: 448,952 shares; 2025Q3: 484,972 shares 484,972 $9.9M 0.02% +36,020 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,857 shares; 2024Q2: 236,052 shares; 2024Q3: 165,859 shares; 2024Q4: 164,993 shares; 2025Q1: 164,195 shares; 2025Q2: 208,127 shares; 2025Q3: 144,176 shares 144,176 $9.72M 0.02% -63,951 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; 2023Q4: restricted; 2024Q1: 15,314 shares; 2024Q2: 16,964 shares; 2024Q3: 16,889 shares; 2024Q4: 17,343 shares; 2025Q1: 20,414 shares; 2025Q2: 14,940 shares; 2025Q3: 13,004 shares 13,004 $9.71M 0.02% -1,936 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27,304 shares; 2024Q2: 27,304 shares; 2024Q3: 136,905 shares; 2024Q4: 328,454 shares; 2025Q1: 327,904 shares; 2025Q2: 527,904 shares; 2025Q3: 527,904 shares 527,904 $9.63M 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 104,736 shares; 2024Q2: 97,195 shares; 2024Q3: 96,856 shares; 2024Q4: 94,845 shares; 2025Q1: 91,317 shares; 2025Q2: 89,057 shares; 2025Q3: 78,944 shares 78,944 $9.53M 0.02% -10,113 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 55,968 shares; 2024Q2: 52,637 shares; 2024Q3: 52,105 shares; 2024Q4: 51,747 shares; 2025Q1: 51,054 shares; 2025Q2: 48,596 shares; 2025Q3: 53,182 shares 53,182 $9.4M 0.02% +4,586 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; 2023Q4: restricted; 2024Q1: 15,935 shares; 2024Q2: 16,226 shares; 2024Q3: 16,934 shares; 2024Q4: 17,108 shares; 2025Q1: 18,090 shares; 2025Q2: 42,572 shares; 2025Q3: 43,193 shares 43,193 $9.18M 0.02% +621 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 233,610 shares; 2024Q2: 209,035 shares; 2024Q3: 168,296 shares; 2024Q4: 165,406 shares; 2025Q1: 154,683 shares; 2025Q2: 134,434 shares; 2025Q3: 131,565 shares 131,565 $9.17M 0.02% -2,869 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 94,734 shares; 2024Q2: 76,466 shares; 2024Q3: 65,198 shares; 2024Q4: 64,300 shares; 2025Q1: 57,859 shares; 2025Q2: 55,455 shares; 2025Q3: 51,527 shares 51,527 $9.15M 0.02% -3,928 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 102,890 shares; 2024Q2: 105,809 shares; 2024Q3: 102,851 shares; 2024Q4: 96,100 shares; 2025Q1: 94,559 shares; 2025Q2: 190,964 shares; 2025Q3: 184,902 shares 184,902 $9.07M 0.02% -6,062 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700,000 shares; 2025Q2: 280,630 shares; 2025Q3: 183,631 shares 183,631 $8.94M 0.02% -96,999 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; 2023Q4: restricted; 2024Q1: 560,815 shares; 2024Q2: 553,777 shares; 2024Q3: 539,719 shares; 2024Q4: 545,157 shares; 2025Q1: 599,238 shares; 2025Q2: 628,379 shares; 2025Q3: 544,401 shares 544,401 $8.72M 0.01% -83,978 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,301 shares; 2024Q2: 9,330 shares; 2024Q3: 9,464 shares; 2024Q4: 58,400 shares; 2025Q1: 59,517 shares; 2025Q2: 60,814 shares; 2025Q3: 60,820 shares 60,820 $8.6M 0.01% +6 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,812 shares; 2024Q2: 27,152 shares; 2024Q3: 27,428 shares; 2024Q4: 26,277 shares; 2025Q1: 26,127 shares; 2025Q2: 26,455 shares; 2025Q3: 26,807 shares 26,807 $8.58M 0.01% +352 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 550 shares; 2024Q2: 540 shares; 2024Q3: 105,490 shares; 2024Q4: 105,490 shares; 2025Q1: 105,265 shares; 2025Q2: 105,265 shares; 2025Q3: 105,265 shares 105,265 $8.43M 0.01% 0 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; 2023Q4: restricted; 2024Q1: 76,632 shares; 2024Q2: 74,485 shares; 2024Q3: 70,212 shares; 2024Q4: 70,009 shares; 2025Q1: 69,128 shares; 2025Q2: 72,437 shares; 2025Q3: 74,517 shares 74,517 $8.38M 0.01% +2,080 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 54,043 shares; 2024Q2: 62,352 shares; 2024Q3: 62,029 shares; 2024Q4: 60,075 shares; 2025Q1: 60,437 shares; 2025Q2: 58,172 shares; 2025Q3: 58,940 shares 58,940 $8.38M 0.01% +768 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 101,325 shares; 2024Q2: 102,514 shares; 2024Q3: 103,701 shares; 2024Q4: 19,011 shares; 2025Q1: 23,902 shares; 2025Q2: 22,678 shares; 2025Q3: 22,930 shares 22,930 $8.18M 0.01% +252 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27,516 shares; 2024Q2: 28,206 shares; 2024Q3: 34,745 shares; 2024Q4: 34,431 shares; 2025Q1: 34,331 shares; 2025Q2: 33,764 shares; 2025Q3: 34,671 shares 34,671 $8.18M 0.01% +907 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,136,128 shares; 2024Q2: 3,501,718 shares; 2024Q3: 3,800,663 shares; 2024Q4: 3,724,591 shares; 2025Q1: 77,218 shares; 2025Q2: 55,642 shares; 2025Q3: 48,829 shares 48,829 $8.15M 0.01% -6,813 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,583 shares; 2025Q2: 64,876 shares; 2025Q3: 55,912 shares 55,912 $8.15M 0.01% -8,964 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,127 shares; 2024Q2: 20,046 shares; 2024Q3: 19,939 shares; 2024Q4: 20,059 shares; 2025Q1: 18,934 shares; 2025Q2: 18,979 shares; 2025Q3: 19,084 shares 19,084 $8.13M 0.01% +105 Timeline PXF 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; 2023Q4: restricted; 2024Q1: 4,349 shares; 2024Q2: 4,343 shares; 2024Q3: 4,199 shares; 2024Q4: 139,147 shares; 2025Q1: 139,147 shares; 2025Q2: 130,455 shares; 2025Q3: 131,755 shares 131,755 $8.06M 0.01% +1,300 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 342,776 shares; 2024Q2: 342,776 shares; 2024Q3: 342,776 shares; 2024Q4: 192,774 shares; 2025Q1: 192,774 shares; 2025Q2: 192,774 shares; 2025Q3: 297,774 shares 297,774 $8.02M 0.01% +105,000 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77,216 shares; 2024Q2: 62,084 shares; 2024Q3: 56,048 shares; 2024Q4: 69,164 shares; 2025Q1: 119,318 shares; 2025Q2: 107,610 shares; 2025Q3: 122,385 shares 122,385 $7.96M 0.01% +14,775 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600,000 shares; 2025Q2: 601,400 shares; 2025Q3: 601,400 shares 601,400 $7.93M 0.01% 0 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; 2023Q4: restricted; 2024Q1: 236,325 shares; 2024Q2: 239,193 shares; 2024Q3: 240,020 shares; 2024Q4: 274,643 shares; 2025Q1: 273,525 shares; 2025Q2: 276,988 shares; 2025Q3: 280,135 shares 280,135 $7.91M 0.01% +3,147 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; 2023Q4: restricted; 2024Q1: 118,289 shares; 2024Q2: 120,139 shares; 2024Q3: 182,325 shares; 2024Q4: 188,757 shares; 2025Q1: 181,361 shares; 2025Q2: 173,944 shares; 2025Q3: 176,673 shares 176,673 $7.76M 0.01% +2,729 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77,528 shares; 2024Q2: 61,654 shares; 2024Q3: 62,079 shares; 2024Q4: 73,226 shares; 2025Q1: 70,197 shares; 2025Q2: 69,676 shares; 2025Q3: 70,576 shares 70,576 $7.76M 0.01% +900 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; 2023Q4: restricted; 2024Q1: 134,146 shares; 2024Q2: 131,190 shares; 2024Q3: 129,533 shares; 2024Q4: 123,007 shares; 2025Q1: 45,470 shares; 2025Q2: 43,600 shares; 2025Q3: 40,101 shares 40,101 $7.75M 0.01% -3,499 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; 2023Q4: restricted; 2024Q1: 9,957 shares; 2024Q2: 10,881 shares; 2024Q3: 13,885 shares; 2024Q4: 14,472 shares; 2025Q1: 14,596 shares; 2025Q2: 16,084 shares; 2025Q3: 16,876 shares 16,876 $7.72M 0.01% +792 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; 2023Q4: restricted; 2024Q1: 58,787 shares; 2024Q2: 65,123 shares; 2024Q3: 59,560 shares; 2024Q4: 58,215 shares; 2025Q1: 53,340 shares; 2025Q2: 53,638 shares; 2025Q3: 54,417 shares 54,417 $7.62M 0.01% +779 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,495 shares; 2024Q2: 10,423 shares; 2024Q3: 11,503 shares; 2024Q4: 10,451 shares; 2025Q1: 10,168 shares; 2025Q2: 10,257 shares; 2025Q3: 9,859 shares 9,859 $7.62M 0.01% -398 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; 2023Q4: restricted; 2024Q1: 90,028 shares; 2024Q2: 91,817 shares; 2024Q3: 105,791 shares; 2024Q4: 12,512 shares; 2025Q1: 7,556 shares; 2025Q2: 7,324 shares; 2025Q3: 7,947 shares 7,947 $7.59M 0.01% +623 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; 2023Q4: restricted; 2024Q1: 424 shares; 2024Q2: 777 shares; 2024Q3: 740 shares; 2024Q4: 732 shares; 2025Q1: 15,443 shares; 2025Q2: 11,600 shares; 2025Q3: 9,131 shares 9,131 $7.53M 0.01% -2,469 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,832,910 shares; 2024Q2: 2,810,745 shares; 2024Q3: 2,529,013 shares; 2024Q4: 226,172 shares; 2025Q1: 110,023 shares; 2025Q2: 102,424 shares; 2025Q3: 95,541 shares 95,541 $7.43M 0.01% -6,883 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; 2023Q4: restricted; 2024Q1: 145,925 shares; 2024Q2: 143,303 shares; 2024Q3: 125,597 shares; 2024Q4: 104,481 shares; 2025Q1: 100,236 shares; 2025Q2: 97,739 shares; 2025Q3: 103,707 shares 103,707 $7.4M 0.01% +5,968 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,600 shares; 2024Q2: 145,757 shares; 2024Q3: 166,778 shares; 2024Q4: 163,892 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 135,703 shares 135,703 $7.3M 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,275,412 shares; 2024Q2: 5,231,809 shares; 2024Q3: 5,196,514 shares; 2024Q4: 5,072,059 shares; 2025Q1: 209,556 shares; 2025Q2: 163,829 shares; 2025Q3: 147,711 shares 147,711 $7.14M 0.01% -16,118 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 300 shares; 2024Q3: 717 shares; 2024Q4: 231,351 shares; 2025Q1: 125,189 shares; 2025Q2: 126,245 shares; 2025Q3: 142,055 shares 142,055 $7.1M 0.01% +15,810 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,774 shares; 2024Q2: 9,073 shares; 2024Q3: 10,693 shares; 2024Q4: 18,732 shares; 2025Q1: 28,935 shares; 2025Q2: 32,850 shares; 2025Q3: 35,147 shares 35,147 $6.89M 0.01% +2,297 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 426 shares; 2024Q2: 218 shares; 2024Q3: 53,331 shares; 2024Q4: 38,117 shares; 2025Q1: 29,203 shares; 2025Q2: 81,234 shares; 2025Q3: 79,093 shares 79,093 $6.81M 0.01% -2,141 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; 2023Q4: restricted; 2024Q1: 274,988 shares; 2024Q2: 277,309 shares; 2024Q3: 229,309 shares; 2024Q4: 381,223 shares; 2025Q1: 156,644 shares; 2025Q2: 54,249 shares; 2025Q3: 54,991 shares 54,991 $6.81M 0.01% +742 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,949 shares; 2024Q2: 45,620 shares; 2024Q3: 46,243 shares; 2024Q4: 46,159 shares; 2025Q1: 44,159 shares; 2025Q2: 44,938 shares; 2025Q3: 45,793 shares 45,793 $6.75M 0.01% +855 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; 2023Q4: restricted; 2024Q1: 45,260 shares; 2024Q2: 44,230 shares; 2024Q3: 42,222 shares; 2024Q4: 45,205 shares; 2025Q1: 45,469 shares; 2025Q2: 67,237 shares; 2025Q3: 60,311 shares 60,311 $6.69M 0.01% -6,926 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; 2023Q4: restricted; 2024Q1: 15,754 shares; 2024Q2: 15,602 shares; 2024Q3: 14,235 shares; 2024Q4: 13,519 shares; 2025Q1: 13,210 shares; 2025Q2: 11,984 shares; 2025Q3: 11,164 shares 11,164 $6.65M 0.01% -820 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,394 shares; 2024Q2: 19,363 shares; 2024Q3: 21,519 shares; 2024Q4: 19,714 shares; 2025Q1: 19,915 shares; 2025Q2: 22,346 shares; 2025Q3: 22,433 shares 22,433 $6.59M 0.01% +87 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37,124 shares; 2024Q2: 37,124 shares; 2024Q3: 37,124 shares; 2024Q4: 37,124 shares; 2025Q1: 37,124 shares; 2025Q2: 37,124 shares; 2025Q3: 36,860 shares 36,860 $6.56M 0.01% -264 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 52,668 shares; 2024Q2: 52,677 shares; 2024Q3: 53,669 shares; 2024Q4: 54,204 shares; 2025Q1: 54,215 shares; 2025Q2: 54,182 shares; 2025Q3: 45,758 shares 45,758 $6.54M 0.01% -8,424 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; 2023Q4: restricted; 2024Q1: 116,239 shares; 2024Q2: 114,090 shares; 2024Q3: 121,182 shares; 2024Q4: 109,757 shares; 2025Q1: 108,511 shares; 2025Q2: 108,019 shares; 2025Q3: 108,352 shares 108,352 $6.47M 0.01% +333 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; 2023Q4: restricted; 2024Q1: 180,146 shares; 2024Q2: 181,498 shares; 2024Q3: 183,850 shares; 2024Q4: 205,747 shares; 2025Q1: 206,721 shares; 2025Q2: 269,701 shares; 2025Q3: 233,675 shares 233,675 $6.38M 0.01% -36,026 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,549 shares; 2024Q2: 24,446 shares; 2024Q3: 24,446 shares; 2024Q4: 24,446 shares; 2025Q1: 24,446 shares; 2025Q2: 24,446 shares; 2025Q3: 37,411 shares 37,411 $6.25M 0.01% +12,965 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; 2023Q4: restricted; 2024Q1: 22,666 shares; 2024Q2: 26,003 shares; 2024Q3: 25,170 shares; 2024Q4: 25,448 shares; 2025Q1: 23,390 shares; 2025Q2: 23,801 shares; 2025Q3: 30,458 shares 30,458 $6.24M 0.01% +6,657 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35,651 shares; 2024Q2: 34,171 shares; 2024Q3: 48,108 shares; 2024Q4: 55,002 shares; 2025Q1: 65,689 shares; 2025Q2: 61,125 shares; 2025Q3: 70,344 shares 70,344 $6.14M 0.01% +9,219 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,712 shares; 2024Q2: 6,984 shares; 2024Q3: 350,474 shares; 2024Q4: 350,557 shares; 2025Q1: 349,557 shares; 2025Q2: 350,983 shares; 2025Q3: 354,431 shares 354,431 $6.12M 0.01% +3,448 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,105 shares; 2024Q2: 5,105 shares; 2024Q3: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: 71,410 shares 71,410 $6.07M 0.01% +66,505 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; 2023Q4: restricted; 2024Q1: 61,753 shares; 2024Q2: 70,342 shares; 2024Q3: 68,472 shares; 2024Q4: 70,130 shares; 2025Q1: 69,197 shares; 2025Q2: 68,981 shares; 2025Q3: 69,498 shares 69,498 $6.06M 0.01% +517 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 156,765 shares; 2024Q2: 149,505 shares; 2024Q3: 143,941 shares; 2024Q4: 154,844 shares; 2025Q1: 154,027 shares; 2025Q2: 157,069 shares; 2025Q3: 167,148 shares 167,148 $5.94M 0.01% +10,079 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,229 shares 76,229 $5.81M 0.01% new 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; 2023Q4: restricted; 2024Q1: 1,392,466 shares; 2024Q2: 1,415,763 shares; 2024Q3: 1,412,678 shares; 2024Q4: 1,391,002 shares; 2025Q1: 1,405,429 shares; 2025Q2: 1,421,189 shares; 2025Q3: 61,653 shares 61,653 $5.78M 0.01% -1,359,536 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,614 shares; 2024Q2: 6,092 shares; 2024Q3: 77,451 shares; 2024Q4: 85,519 shares; 2025Q1: 120,173 shares; 2025Q2: 20,225 shares; 2025Q3: 18,589 shares 18,589 $5.77M 0.01% -1,636 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 213,229 shares; 2024Q2: 196,145 shares; 2024Q3: 193,527 shares; 2024Q4: 187,284 shares; 2025Q1: 187,621 shares; 2025Q2: 189,441 shares; 2025Q3: 196,230 shares 196,230 $5.76M 0.01% +6,789 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 588,511 shares; 2024Q4: 588,511 shares; 2025Q1: 588,511 shares; 2025Q2: 588,511 shares; 2025Q3: 588,511 shares 588,511 $5.74M 0.01% 0 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57,846 shares; 2024Q2: 72,228 shares; 2024Q3: 41,647 shares; 2024Q4: 11,818 shares; 2025Q1: 63,374 shares; 2025Q2: 106,283 shares; 2025Q3: 105,614 shares 105,614 $5.59M 0.01% -669 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; 2023Q4: restricted; 2024Q1: 14,052 shares; 2024Q2: 12,128 shares; 2024Q3: 11,625 shares; 2024Q4: 11,068 shares; 2025Q1: 10,662 shares; 2025Q2: 10,597 shares; 2025Q3: 10,569 shares 10,569 $5.53M 0.01% -28 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,071 shares; 2024Q2: 48,014 shares; 2024Q3: 62,869 shares; 2024Q4: 63,711 shares; 2025Q1: 56,161 shares; 2025Q2: 58,105 shares; 2025Q3: 59,799 shares 59,799 $5.47M 0.01% +1,694 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 574,627 shares; 2024Q2: 522,136 shares; 2024Q3: 332,932 shares; 2024Q4: 485,910 shares; 2025Q1: 537,763 shares; 2025Q2: 512,598 shares; 2025Q3: 496,712 shares 496,712 $5.42M 0.01% -15,886 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; 2023Q4: restricted; 2024Q1: 18,813 shares; 2024Q2: 19,090 shares; 2024Q3: 19,400 shares; 2024Q4: 19,250 shares; 2025Q1: 18,302 shares; 2025Q2: 18,354 shares; 2025Q3: 19,320 shares 19,320 $5.39M 0.01% +966 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,774 shares; 2024Q2: 1,484 shares; 2024Q3: 1,498 shares; 2024Q4: 1,153 shares; 2025Q1: 1,293 shares; 2025Q2: 85,916 shares; 2025Q3: 47,358 shares 47,358 $5.32M 0.01% -38,558 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43,682 shares; 2024Q2: 195,131 shares; 2024Q3: 198,633 shares; 2024Q4: 164,371 shares; 2025Q1: 160,811 shares; 2025Q2: 190,384 shares; 2025Q3: 186,777 shares 186,777 $5.31M 0.01% -3,607 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 441,364 shares; 2024Q4: 441,364 shares; 2025Q1: 441,364 shares; 2025Q2: 441,364 shares; 2025Q3: 441,364 shares 441,364 $5.31M 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 260,844 shares; 2024Q2: 259,450 shares; 2024Q3: 202,667 shares; 2024Q4: 195,928 shares; 2025Q1: 190,320 shares; 2025Q2: 24,445 shares; 2025Q3: 20,118 shares 20,118 $5.29M 0.01% -4,327 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 246,741 shares; 2024Q2: 226,612 shares; 2024Q3: 194,761 shares; 2024Q4: 182,177 shares; 2025Q1: 172,146 shares; 2025Q2: 168,957 shares; 2025Q3: 97,616 shares 97,616 $5.28M 0.01% -71,341 Timeline 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,386 shares; 2025Q2: 46,386 shares; 2025Q3: 39,048 shares 39,048 $5.23M 0.01% -7,338 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; 2023Q4: restricted; 2024Q1: 82,955 shares; 2024Q2: 85,422 shares; 2024Q3: 96,422 shares; 2024Q4: 135,404 shares; 2025Q1: 124,367 shares; 2025Q2: 92,207 shares; 2025Q3: 96,572 shares 96,572 $5.2M 0.01% +4,365 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,675 shares; 2024Q2: 20,603 shares; 2024Q3: 22,711 shares; 2024Q4: 23,343 shares; 2025Q1: 25,344 shares; 2025Q2: 28,690 shares; 2025Q3: 29,750 shares 29,750 $5.19M 0.01% +1,060 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,572 shares; 2024Q2: 24,711 shares; 2024Q3: 25,044 shares; 2024Q4: 25,024 shares; 2025Q1: 24,902 shares; 2025Q2: 14,839 shares; 2025Q3: 15,016 shares 15,016 $5.17M 0.01% +177 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,515 shares; 2024Q2: 9,066 shares; 2024Q3: 8,143 shares; 2024Q4: 7,197 shares; 2025Q1: 6,320 shares; 2025Q2: 133,239 shares; 2025Q3: 137,643 shares 137,643 $5.17M 0.01% +4,404 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 341,923 shares; 2024Q2: 465,484 shares; 2024Q3: 488,252 shares; 2024Q4: 481,115 shares; 2025Q1: 471,725 shares; 2025Q2: 450,425 shares; 2025Q3: 438,691 shares 438,691 $5.16M 0.01% -11,734 Timeline RPG 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; 2023Q4: restricted; 2024Q1: 96,705 shares; 2024Q2: 96,705 shares; 2024Q3: 96,705 shares; 2024Q4: 101,925 shares; 2025Q1: 101,925 shares; 2025Q2: 102,686 shares; 2025Q3: 107,695 shares 107,695 $5.14M 0.01% +5,009 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,734 shares; 2024Q2: 43,216 shares; 2024Q3: 49,802 shares; 2024Q4: 48,859 shares; 2025Q1: 46,974 shares; 2025Q2: 47,586 shares; 2025Q3: 45,928 shares 45,928 $5.13M 0.01% -1,658 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 334,663 shares; 2024Q2: 63,792 shares; 2024Q3: 55,292 shares; 2024Q4: 52,963 shares; 2025Q1: 56,795 shares; 2025Q2: 55,680 shares; 2025Q3: 62,109 shares 62,109 $5.11M 0.01% +6,429 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43,273 shares; 2024Q2: 20,376 shares; 2024Q3: 20,543 shares; 2024Q4: 19,900 shares; 2025Q1: 18,103 shares; 2025Q2: 16,871 shares; 2025Q3: 16,088 shares 16,088 $5.11M 0.01% -783 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; 2023Q4: restricted; 2024Q1: 312,549 shares; 2024Q2: 177,463 shares; 2024Q3: 87,902 shares; 2024Q4: 85,778 shares; 2025Q1: 84,757 shares; 2025Q2: 66,093 shares; 2025Q3: 10,360 shares 10,360 $5.08M 0.01% -55,733 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,479 shares; 2024Q2: 3,365 shares; 2024Q3: 3,145 shares; 2024Q4: 3,607 shares; 2025Q1: 2,894 shares; 2025Q2: 2,423 shares; 2025Q3: 4,695 shares 4,695 $5.06M 0.01% +2,272 Timeline INR INFINITY NAT RES INC More: the full row for INFINITY NAT RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 480,500 shares; 2025Q2: 250,000 shares; 2025Q3: 381,590 shares 381,590 $5M 0.01% +131,590 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; 2023Q4: restricted; 2024Q1: 1,268,462 shares; 2024Q2: 1,281,672 shares; 2024Q3: 1,190,545 shares; 2024Q4: 1,113,239 shares; 2025Q1: 54,489 shares; 2025Q2: 48,506 shares; 2025Q3: 43,570 shares 43,570 $4.99M 0.01% -4,936 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,271 shares; 2024Q2: 6,799 shares; 2024Q3: 6,678 shares; 2024Q4: 7,904 shares; 2025Q1: 10,642 shares; 2025Q2: 11,910 shares; 2025Q3: 18,153 shares 18,153 $4.97M 0.01% +6,243 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,287 shares; 2024Q2: 24,196 shares; 2024Q3: 25,440 shares; 2024Q4: 23,948 shares; 2025Q1: 23,974 shares; 2025Q2: 23,398 shares; 2025Q3: 23,752 shares 23,752 $4.91M 0.01% +354 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 113,245 shares; 2024Q2: 111,088 shares; 2024Q3: 110,242 shares; 2024Q4: 110,011 shares; 2025Q1: 110,383 shares; 2025Q2: 118,877 shares; 2025Q3: 115,412 shares 115,412 $4.9M 0.01% -3,465 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; 2023Q4: restricted; 2024Q1: 312,134 shares; 2024Q2: 317,622 shares; 2024Q3: 47,096 shares; 2024Q4: 40,034 shares; 2025Q1: 41,210 shares; 2025Q2: 28,745 shares; 2025Q3: 49,664 shares 49,664 $4.87M 0.01% +20,919 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,177 shares; 2024Q2: 10,906 shares; 2024Q3: 10,963 shares; 2024Q4: 11,201 shares; 2025Q1: 11,333 shares; 2025Q2: 11,202 shares; 2025Q3: 11,809 shares 11,809 $4.77M 0.01% +607 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; 2023Q4: restricted; 2024Q1: 16,662 shares; 2024Q2: 17,243 shares; 2024Q3: 16,752 shares; 2024Q4: 15,712 shares; 2025Q1: 16,309 shares; 2025Q2: 16,998 shares; 2025Q3: 17,480 shares 17,480 $4.77M 0.01% +482 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,378 shares; 2024Q2: 10,378 shares; 2024Q3: 30,611 shares; 2024Q4: 45,915 shares; 2025Q1: 45,701 shares; 2025Q2: 45,683 shares; 2025Q3: 45,683 shares 45,683 $4.72M 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 36,654 shares; 2024Q2: 37,828 shares; 2024Q3: 38,210 shares; 2024Q4: 38,292 shares; 2025Q1: 39,719 shares; 2025Q2: 37,783 shares; 2025Q3: 37,137 shares 37,137 $4.71M 0.01% -646 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; 2023Q4: restricted; 2024Q1: 26,254 shares; 2024Q2: 24,430 shares; 2024Q3: 83,063 shares; 2024Q4: 137,188 shares; 2025Q1: 116,895 shares; 2025Q2: 23,050 shares; 2025Q3: 24,262 shares 24,262 $4.68M 0.01% +1,212 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,129 shares 47,129 $4.66M 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,348 shares; 2024Q2: 13,249 shares; 2024Q3: 13,491 shares; 2024Q4: 13,270 shares; 2025Q1: 13,427 shares; 2025Q2: 13,460 shares; 2025Q3: 13,421 shares 13,421 $4.65M 0.01% -39 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; 2023Q4: restricted; 2024Q1: 5,209 shares; 2024Q2: 4,517 shares; 2024Q3: 4,204 shares; 2024Q4: 17,410 shares; 2025Q1: 21,352 shares; 2025Q2: 19,961 shares; 2025Q3: 24,304 shares 24,304 $4.56M 0.01% +4,343 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 750 shares; 2024Q2: 539 shares; 2024Q3: 539 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 832 shares; 2025Q3: 108,084 shares 108,084 $4.54M 0.01% +107,252 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; 2023Q4: restricted; 2024Q1: 4,594 shares; 2024Q2: 6,791 shares; 2024Q3: 7,998 shares; 2024Q4: 9,510 shares; 2025Q1: 9,745 shares; 2025Q2: 9,937 shares; 2025Q3: 11,249 shares 11,249 $4.53M 0.01% +1,312 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; 2023Q4: restricted; 2024Q1: 8,982 shares; 2024Q2: 5,125 shares; 2024Q3: 5,568 shares; 2024Q4: 5,797 shares; 2025Q1: 5,755 shares; 2025Q2: 88,974 shares; 2025Q3: 35,131 shares 35,131 $4.45M 0.01% -53,843 Timeline MBOT MICROBOT MED INC More: the full row for MICROBOT MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612,000 shares; 2025Q3: 1,454,000 shares 1,454,000 $4.43M 0.01% +842,000 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70,708 shares; 2024Q2: 60,467 shares; 2024Q3: 61,985 shares; 2024Q4: 54,536 shares; 2025Q1: 53,449 shares; 2025Q2: 52,701 shares; 2025Q3: 53,724 shares 53,724 $4.41M 0.01% +1,023 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35,779 shares; 2024Q2: 36,505 shares; 2024Q3: 37,858 shares; 2024Q4: 36,636 shares; 2025Q1: 36,227 shares; 2025Q2: 35,171 shares; 2025Q3: 35,355 shares 35,355 $4.4M 0.01% +184 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,703 shares; 2024Q2: 25,863 shares; 2024Q3: 28,101 shares; 2024Q4: 49,019 shares; 2025Q1: 52,046 shares; 2025Q2: 39,154 shares; 2025Q3: 43,142 shares 43,142 $4.38M 0.01% +3,988 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 32,836 shares; 2024Q2: 40,291 shares; 2024Q3: 47,519 shares; 2024Q4: 129,483 shares; 2025Q1: 147,910 shares; 2025Q2: 131,646 shares; 2025Q3: 165,455 shares 165,455 $4.36M 0.01% +33,809 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; 2023Q4: restricted; 2024Q1: 41,720 shares; 2024Q2: 42,042 shares; 2024Q3: 54,341 shares; 2024Q4: 41,948 shares; 2025Q1: 42,367 shares; 2025Q2: 42,882 shares; 2025Q3: 42,401 shares 42,401 $4.35M 0.01% -481 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 185,381 shares; 2024Q2: 182,825 shares; 2024Q3: 159,592 shares; 2024Q4: 177,199 shares; 2025Q1: 257,665 shares; 2025Q2: 245,087 shares; 2025Q3: 437,781 shares 437,781 $4.34M 0.01% +192,694 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 226,688 shares; 2024Q2: 199,708 shares; 2024Q3: 156,452 shares; 2024Q4: 151,251 shares; 2025Q1: 151,294 shares; 2025Q2: 154,381 shares; 2025Q3: 136,517 shares 136,517 $4.32M 0.01% -17,864 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,171 shares; 2024Q2: 4,484 shares; 2024Q3: 4,434 shares; 2024Q4: 4,221 shares; 2025Q1: 4,235 shares; 2025Q2: 3,777 shares; 2025Q3: 8,737 shares 8,737 $4.31M 0.01% +4,960 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 112,286 shares; 2024Q2: 102,199 shares; 2024Q3: 105,283 shares; 2024Q4: 104,282 shares; 2025Q1: 104,781 shares; 2025Q2: 104,084 shares; 2025Q3: 124,001 shares 124,001 $4.26M 0.01% +19,917 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60,513 shares; 2024Q2: 52,035 shares; 2024Q3: 45,554 shares; 2024Q4: 42,881 shares; 2025Q1: 42,536 shares; 2025Q2: 43,207 shares; 2025Q3: 34,790 shares 34,790 $4.22M 0.01% -8,417 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 631,975 shares; 2024Q2: 629,575 shares; 2024Q3: 629,575 shares; 2024Q4: 539,256 shares; 2025Q1: 457,786 shares; 2025Q2: 389,661 shares; 2025Q3: 381,549 shares 381,549 $4.22M 0.01% -8,112 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 51,979 shares; 2024Q2: 46,833 shares; 2024Q3: 62,774 shares; 2024Q4: 53,576 shares; 2025Q1: 52,171 shares; 2025Q2: 52,123 shares; 2025Q3: 50,549 shares 50,549 $4.19M 0.01% -1,574 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,560 shares; 2024Q2: 7,698 shares; 2024Q3: 13,002 shares; 2024Q4: 8,025 shares; 2025Q1: 6,329 shares; 2025Q2: 12,803 shares; 2025Q3: 12,530 shares 12,530 $4.17M 0.01% -273 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 988 shares; 2024Q2: 958 shares; 2024Q3: 62,974 shares; 2024Q4: 63,050 shares; 2025Q1: 63,079 shares; 2025Q2: 63,064 shares; 2025Q3: 63,932 shares 63,932 $4.14M 0.01% +868 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 635,142 shares; 2024Q2: 55,118 shares; 2024Q3: 54,893 shares; 2024Q4: 50,769 shares; 2025Q1: 43,376 shares; 2025Q2: 40,428 shares; 2025Q3: 38,332 shares 38,332 $4.09M 0.01% -2,096 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 107,974 shares; 2024Q2: 94,842 shares; 2024Q3: 94,094 shares; 2024Q4: 89,835 shares; 2025Q1: 46,272 shares; 2025Q2: 50,831 shares; 2025Q3: 50,050 shares 50,050 $4.06M 0.01% -781 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48 shares; 2024Q4: 11,643 shares; 2025Q1: 9,853 shares; 2025Q2: 9,188 shares; 2025Q3: 9,419 shares 9,419 $4.01M 0.01% +231 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 154,749 shares; 2024Q2: 153,796 shares; 2024Q3: 120,463 shares; 2024Q4: 89,505 shares; 2025Q1: 87,812 shares; 2025Q2: 105,870 shares; 2025Q3: 103,715 shares 103,715 $3.98M 0.01% -2,155 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 135,889 shares; 2024Q2: 115,751 shares; 2024Q3: 85,579 shares; 2024Q4: 77,829 shares; 2025Q1: 69,310 shares; 2025Q2: 63,403 shares; 2025Q3: 52,357 shares 52,357 $3.95M 0.01% -11,046 Timeline CULP CULP INC More: the full row for CULP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 879,844 shares; 2024Q2: 879,844 shares; 2024Q3: 879,844 shares; 2024Q4: 879,844 shares; 2025Q1: 879,844 shares; 2025Q2: 879,844 shares; 2025Q3: 879,844 shares 879,844 $3.92M 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,418 shares; 2024Q2: 16,486 shares; 2024Q3: 14,033 shares; 2024Q4: 13,977 shares; 2025Q1: 13,803 shares; 2025Q2: 13,639 shares; 2025Q3: 14,271 shares 14,271 $3.91M 0.01% +632 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 46,504 shares; 2024Q2: 46,664 shares; 2024Q3: 45,938 shares; 2024Q4: 47,521 shares; 2025Q1: 46,906 shares; 2025Q2: 48,270 shares; 2025Q3: 46,534 shares 46,534 $3.88M 0.01% -1,736 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,525 shares; 2024Q2: 2,808 shares; 2024Q3: 5,089 shares; 2024Q4: 15,486 shares; 2025Q1: 14,194 shares; 2025Q2: 14,180 shares; 2025Q3: 11,940 shares 11,940 $3.85M 0.01% -2,240 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 56,950 shares; 2024Q2: 57,300 shares; 2024Q3: 57,614 shares; 2024Q4: 57,851 shares; 2025Q1: 58,032 shares; 2025Q2: 58,202 shares; 2025Q3: 58,744 shares 58,744 $3.84M 0.01% +542 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,859 shares; 2024Q2: 9,467 shares; 2024Q3: 9,531 shares; 2024Q4: 9,253 shares; 2025Q1: 9,257 shares; 2025Q2: 8,295 shares; 2025Q3: 8,286 shares 8,286 $3.84M 0.01% -9 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60,290 shares; 2024Q2: 68,373 shares; 2024Q3: 84,030 shares; 2024Q4: 91,452 shares; 2025Q1: 80,887 shares; 2025Q2: 85,579 shares; 2025Q3: 82,356 shares 82,356 $3.81M 0.01% -3,223 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; 2023Q4: restricted; 2024Q1: 4,885 shares; 2024Q2: 6,195 shares; 2024Q3: 6,519 shares; 2024Q4: 6,631 shares; 2025Q1: 6,384 shares; 2025Q2: 6,259 shares; 2025Q3: 6,234 shares 6,234 $3.8M 0.01% -25 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,952 shares; 2024Q2: 21,634 shares; 2024Q3: 22,183 shares; 2024Q4: 22,167 shares; 2025Q1: 21,842 shares; 2025Q2: 21,950 shares; 2025Q3: 22,757 shares 22,757 $3.8M 0.01% +807 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 516,880 shares; 2024Q2: 381,192 shares; 2024Q3: 342,527 shares; 2024Q4: 206,757 shares; 2025Q1: 126,838 shares; 2025Q2: 91,872 shares; 2025Q3: 90,031 shares 90,031 $3.78M 0.01% -1,841 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 53,965 shares; 2024Q2: 80,454 shares; 2024Q3: 107,766 shares; 2024Q4: 118,689 shares; 2025Q1: 138,121 shares; 2025Q2: 137,581 shares; 2025Q3: 146,834 shares 146,834 $3.71M 0.01% +9,253 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; 2023Q4: restricted; 2024Q1: 80,629 shares; 2024Q2: 76,790 shares; 2024Q3: 78,247 shares; 2024Q4: 76,697 shares; 2025Q1: 73,982 shares; 2025Q2: 72,369 shares; 2025Q3: 73,311 shares 73,311 $3.7M 0.01% +942 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,791 shares; 2024Q2: 24,461 shares; 2024Q3: 23,662 shares; 2024Q4: 19,226 shares; 2025Q1: 16,392 shares; 2025Q2: 15,463 shares; 2025Q3: 17,204 shares 17,204 $3.69M 0.01% +1,741 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,979 shares; 2024Q2: 19,978 shares; 2024Q3: 19,718 shares; 2024Q4: 19,194 shares; 2025Q1: 18,797 shares; 2025Q2: 18,442 shares; 2025Q3: 18,413 shares 18,413 $3.69M 0.01% -29 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 167,417 shares; 2024Q2: 211,723 shares; 2024Q3: 325,728 shares; 2024Q4: 413,065 shares; 2025Q1: 398,549 shares; 2025Q2: 434,211 shares; 2025Q3: 437,119 shares 437,119 $3.69M 0.01% +2,908 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 115,530 shares; 2024Q2: 118,700 shares; 2024Q3: 112,210 shares; 2024Q4: 112,733 shares; 2025Q1: 125,253 shares; 2025Q2: 128,754 shares; 2025Q3: 70,142 shares 70,142 $3.58M 0.01% -58,612 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 32,852 shares; 2024Q2: 32,860 shares; 2024Q3: 37,917 shares; 2024Q4: 37,599 shares; 2025Q1: 38,242 shares; 2025Q2: 27,558 shares; 2025Q3: 31,944 shares 31,944 $3.57M 0.01% +4,386 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 63,198 shares; 2024Q2: 65,185 shares; 2024Q3: 62,019 shares; 2024Q4: 60,392 shares; 2025Q1: 59,412 shares; 2025Q2: 65,154 shares; 2025Q3: 59,986 shares 59,986 $3.57M 0.01% -5,168 Timeline BKV BKV CORP More: the full row for BKV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550,000 shares; 2024Q4: 360,848 shares; 2025Q1: 300,200 shares; 2025Q2: 222,086 shares; 2025Q3: 150,000 shares 150,000 $3.47M 0.01% -72,086 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,168 shares; 2025Q2: 194,051 shares; 2025Q3: 188,137 shares 188,137 $3.47M 0.01% -5,914 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 436,902 shares; 2024Q2: 784,246 shares; 2024Q3: 602,176 shares; 2024Q4: 565,751 shares; 2025Q1: 761,164 shares; 2025Q2: 761,164 shares; 2025Q3: 472,278 shares 472,278 $3.42M 0.01% -288,886 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,026 shares; 2024Q2: 56,420 shares; 2024Q3: 59,569 shares; 2024Q4: 73,077 shares; 2025Q1: 68,216 shares; 2025Q2: 67,574 shares; 2025Q3: 57,243 shares 57,243 $3.39M 0.01% -10,331 GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 61,150 shares; 2024Q2: 60,968 shares; 2024Q3: 59,935 shares; 2024Q4: 59,845 shares; 2025Q1: 61,313 shares; 2025Q2: 57,083 shares; 2025Q3: 55,322 shares 55,322 $3.37M 0.01% -1,761 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35,659 shares; 2024Q2: 35,677 shares; 2024Q3: 42,549 shares; 2024Q4: 119,609 shares; 2025Q1: 136,915 shares; 2025Q2: 117,919 shares; 2025Q3: 129,375 shares 129,375 $3.33M 0.01% +11,456 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; 2023Q4: restricted; 2024Q1: 60,710 shares; 2024Q2: 61,063 shares; 2024Q3: 58,428 shares; 2024Q4: 62,551 shares; 2025Q1: 46,622 shares; 2025Q2: 463,616 shares; 2025Q3: 44,314 shares 44,314 $3.3M 0.01% -419,302 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,388 shares; 2024Q2: 56,761 shares; 2024Q3: 72,313 shares; 2024Q4: 76,753 shares; 2025Q1: 72,375 shares; 2025Q2: 73,012 shares; 2025Q3: 77,752 shares 77,752 $3.29M 0.01% +4,740 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 86,876 shares; 2024Q4: 31,656 shares; 2025Q1: 14,117 shares; 2025Q2: 13,098 shares; 2025Q3: 14,247 shares 14,247 $3.28M 0.01% +1,149 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,277 shares; 2025Q3: 23,920 shares 23,920 $3.27M 0.01% +16,643 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 924,269 shares; 2024Q2: 935,647 shares; 2024Q3: 82,966 shares; 2024Q4: 80,297 shares; 2025Q1: 77,141 shares; 2025Q2: 76,689 shares; 2025Q3: 76,218 shares 76,218 $3.27M 0.01% -471 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,752 shares; 2024Q2: 17,130 shares; 2024Q3: 22,180 shares; 2024Q4: 21,890 shares; 2025Q1: 21,358 shares; 2025Q2: 20,980 shares; 2025Q3: 20,076 shares 20,076 $3.26M 0.01% -904 Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 50,010 shares; 2024Q4: not reported; 2025Q1: 2,240,000 shares; 2025Q2: 2,450,400 shares; 2025Q3: 2,400,257 shares 2,400,257 $3.24M 0.01% -50,143 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,576 shares; 2024Q2: 26,130 shares; 2024Q3: 43,172 shares; 2024Q4: 43,860 shares; 2025Q1: 41,383 shares; 2025Q2: 40,892 shares; 2025Q3: 41,757 shares 41,757 $3.2M 0.01% +865 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,767 shares; 2024Q2: 15,022 shares; 2024Q3: 15,523 shares; 2024Q4: 17,019 shares; 2025Q1: 18,009 shares; 2025Q2: 17,501 shares; 2025Q3: 16,773 shares 16,773 $3.19M 0.01% -728 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,477 shares; 2024Q2: 34,002 shares; 2024Q3: 50,813 shares; 2024Q4: 51,542 shares; 2025Q1: 66,716 shares; 2025Q2: 65,876 shares; 2025Q3: 67,350 shares 67,350 $3.18M 0.01% +1,474 Timeline