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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 881,671 shares; 2024Q2: 1,512,983 shares; 2024Q3: 1,511,620 shares; 2024Q4: 1,503,663 shares; 2025Q1: 1,501,080 shares 1,501,080 $1.24B 5.21% -2,583 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,041,190 shares; 2024Q2: 3,941,190 shares; 2024Q3: 3,854,007 shares; 2024Q4: 3,729,974 shares; 2025Q1: 3,646,913 shares 3,646,913 $810M 3.4% -83,061 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,974,398 shares; 2024Q2: 1,948,727 shares; 2024Q3: 1,915,338 shares; 2024Q4: 1,870,932 shares; 2025Q1: 1,820,734 shares 1,820,734 $683M 2.87% -50,198 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,045,286 shares; 2024Q2: 1,011,842 shares; 2024Q3: 1,004,260 shares; 2024Q4: 993,143 shares; 2025Q1: 977,700 shares 977,700 $549M 2.31% -15,443 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 461,665 shares; 2024Q2: 4,509,407 shares; 2024Q3: 4,527,219 shares; 2024Q4: 4,394,774 shares; 2025Q1: 4,276,763 shares 4,276,763 $464M 1.95% -118,011 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,110,801 shares; 2024Q2: 2,096,387 shares; 2024Q3: 2,105,136 shares; 2024Q4: 2,041,355 shares; 2025Q1: 2,025,051 shares 2,025,051 $385M 1.62% -16,304 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 543,389 shares; 2024Q2: 556,767 shares; 2024Q3: 546,507 shares; 2024Q4: 506,662 shares; 2025Q1: 521,000 shares 521,000 $291M 1.22% +14,338 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,257,855 shares; 2024Q2: 1,252,169 shares; 2024Q3: 1,240,920 shares; 2024Q4: 1,204,581 shares; 2025Q1: 1,166,594 shares 1,166,594 $286M 1.2% -37,987 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 455,256 shares; 2024Q2: 451,868 shares; 2024Q3: 453,438 shares; 2024Q4: 435,928 shares; 2025Q1: 429,015 shares 429,015 $247M 1.04% -6,913 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 631,223 shares; 2024Q2: 640,577 shares; 2024Q3: 640,801 shares; 2024Q4: 650,691 shares; 2025Q1: 638,403 shares 638,403 $231M 0.97% -12,288 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,515,071 shares; 2024Q2: 1,532,567 shares; 2024Q3: 1,483,113 shares; 2024Q4: 1,446,256 shares; 2025Q1: 1,422,531 shares 1,422,531 $220M 0.92% -23,725 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 620,035 shares; 2024Q2: 617,842 shares; 2024Q3: 610,179 shares; 2024Q4: 605,156 shares; 2025Q1: 592,206 shares 592,206 $217M 0.91% -12,950 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 639,136 shares; 2024Q2: 624,847 shares; 2024Q3: 625,334 shares; 2024Q4: 612,101 shares; 2025Q1: 592,661 shares 592,661 $208M 0.87% -19,440 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 989,703 shares; 2024Q2: 1,009,103 shares; 2024Q3: 1,014,517 shares; 2024Q4: 1,086,718 shares; 2025Q1: 1,003,989 shares 1,003,989 $189M 0.79% -82,729 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 374,085 shares; 2024Q2: 367,055 shares; 2024Q3: 357,551 shares; 2024Q4: 343,892 shares; 2025Q1: 344,789 shares 344,789 $184M 0.77% +897 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,147 shares; 2024Q2: 106,508 shares; 2024Q3: 1,094,981 shares; 2024Q4: 1,074,626 shares; 2025Q1: 1,077,601 shares 1,077,601 $180M 0.76% +2,975 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,489,949 shares; 2024Q2: 1,570,767 shares; 2024Q3: 1,571,372 shares; 2024Q4: 1,488,457 shares; 2025Q1: 1,487,101 shares 1,487,101 $177M 0.74% -1,356 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 683,658 shares; 2024Q2: 662,867 shares; 2024Q3: 573,298 shares; 2024Q4: 575,484 shares; 2025Q1: 570,148 shares 570,148 $175M 0.73% -5,336 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 879,358 shares; 2024Q2: 877,706 shares; 2024Q3: 861,858 shares; 2024Q4: 838,616 shares; 2025Q1: 830,395 shares 830,395 $174M 0.73% -8,221 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,218,051 shares; 2024Q2: 1,198,682 shares; 2024Q3: 1,184,616 shares; 2024Q4: 1,130,369 shares; 2025Q1: 1,112,876 shares 1,112,876 $174M 0.73% -17,493 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,807,806 shares; 2024Q2: 2,881,681 shares; 2024Q3: 2,827,195 shares; 2024Q4: 2,876,437 shares; 2025Q1: 2,862,493 shares 2,862,493 $167M 0.7% -13,944 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 934,973 shares; 2024Q2: 914,443 shares; 2024Q3: 919,272 shares; 2024Q4: 880,098 shares; 2025Q1: 880,446 shares 880,446 $146M 0.61% +348 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,725,481 shares; 2024Q2: 1,703,976 shares; 2024Q3: 1,817,929 shares; 2024Q4: 1,889,611 shares; 2025Q1: 1,772,621 shares 1,772,621 $145M 0.61% -116,990 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 882,679 shares; 2024Q2: 866,606 shares; 2024Q3: 851,297 shares; 2024Q4: 834,743 shares; 2025Q1: 823,842 shares 823,842 $138M 0.58% -10,901 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 802,075 shares; 2024Q2: 813,767 shares; 2024Q3: 812,489 shares; 2024Q4: 803,290 shares; 2025Q1: 780,658 shares 780,658 $133M 0.56% -22,632 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,855,622 shares; 2024Q2: 1,739,769 shares; 2024Q3: 1,631,035 shares; 2024Q4: 1,536,938 shares; 2025Q1: 1,515,321 shares 1,515,321 $133M 0.56% -21,617 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 290,280 shares; 2024Q2: 281,592 shares; 2024Q3: 279,194 shares; 2024Q4: 263,385 shares; 2025Q1: 253,611 shares 253,611 $133M 0.56% -9,774 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84,440 shares; 2024Q2: 359,241 shares; 2024Q3: 394,458 shares; 2024Q4: 375,073 shares; 2025Q1: 392,539 shares 392,539 $121M 0.51% +17,466 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,711 shares; 2024Q2: 141,024 shares; 2024Q3: 134,066 shares; 2024Q4: 126,561 shares; 2025Q1: 124,951 shares 124,951 $118M 0.5% -1,610 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,204,767 shares; 2024Q2: 1,227,557 shares; 2024Q3: 1,163,446 shares; 2024Q4: 1,159,654 shares; 2025Q1: 1,111,264 shares 1,111,264 $116M 0.49% -48,390 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 224,042 shares; 2024Q2: 219,892 shares; 2024Q3: 218,941 shares; 2024Q4: 210,845 shares; 2025Q1: 199,422 shares 199,422 $109M 0.46% -11,423 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,568,616 shares; 2024Q2: 1,562,281 shares; 2024Q3: 1,520,139 shares; 2024Q4: 1,474,046 shares; 2025Q1: 1,460,169 shares 1,460,169 $105M 0.44% -13,877 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 827,092 shares; 2024Q2: 827,080 shares; 2024Q3: 820,062 shares; 2024Q4: 802,196 shares; 2025Q1: 784,549 shares 784,549 $104M 0.44% -17,647 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,589 shares; 2024Q2: 1,673,480 shares; 2024Q3: 1,580,503 shares; 2024Q4: 1,525,473 shares; 2025Q1: 1,559,044 shares 1,559,044 $102M 0.43% +33,571 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,772,987 shares; 2024Q2: 1,725,248 shares; 2024Q3: 1,676,916 shares; 2024Q4: 1,662,536 shares; 2025Q1: 1,645,041 shares 1,645,041 $102M 0.43% -17,495 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 324,502 shares; 2024Q2: 320,958 shares; 2024Q3: 319,463 shares; 2024Q4: 318,546 shares; 2025Q1: 318,022 shares 318,022 $101M 0.42% -524 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 401,195 shares; 2024Q2: 399,847 shares; 2024Q3: 403,199 shares; 2024Q4: 391,126 shares; 2025Q1: 384,390 shares 384,390 $99.6M 0.42% -6,736 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 837,630 shares; 2024Q2: 806,197 shares; 2024Q3: 772,462 shares; 2024Q4: 747,778 shares; 2025Q1: 737,875 shares 737,875 $97.7M 0.41% -9,903 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,018,203 shares; 2024Q2: 1,068,843 shares; 2024Q3: 1,119,902 shares; 2024Q4: 1,229,131 shares; 2025Q1: 1,257,061 shares 1,257,061 $96.3M 0.4% +27,930 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,051,775 shares; 2024Q2: 1,685,486 shares; 2024Q3: 1,583,588 shares; 2024Q4: 1,581,125 shares; 2025Q1: 1,647,404 shares 1,647,404 $94.9M 0.4% +66,279 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,496,412 shares; 2024Q2: 4,259,587 shares; 2024Q3: 4,091,211 shares; 2024Q4: 3,818,106 shares; 2025Q1: 3,544,326 shares 3,544,326 $92.9M 0.39% -273,780 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,102,603 shares; 2024Q2: 1,102,025 shares; 2024Q3: 1,104,917 shares; 2024Q4: 1,064,968 shares; 2025Q1: 1,034,543 shares 1,034,543 $92.9M 0.39% -30,425 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,100,132 shares; 2024Q2: 1,085,249 shares; 2024Q3: 1,022,807 shares; 2024Q4: 989,191 shares; 2025Q1: 984,972 shares 984,972 $91.4M 0.38% -4,219 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,534,112 shares; 2024Q2: 1,499,874 shares; 2024Q3: 1,546,944 shares; 2024Q4: 1,233,590 shares; 2025Q1: 1,187,368 shares 1,187,368 $89.8M 0.38% -46,222 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 248,628 shares; 2024Q2: 246,485 shares; 2024Q3: 242,268 shares; 2024Q4: 253,307 shares; 2025Q1: 257,630 shares 257,630 $88.9M 0.37% +4,323 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,787,351 shares; 2024Q2: 1,787,768 shares; 2024Q3: 1,724,995 shares; 2024Q4: 1,804,534 shares; 2025Q1: 1,737,241 shares 1,737,241 $88.3M 0.37% -67,293 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,211,561 shares; 2024Q2: 2,205,639 shares; 2024Q3: 2,182,315 shares; 2024Q4: 2,079,015 shares; 2025Q1: 2,025,256 shares 2,025,256 $84.5M 0.35% -53,759 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 303,057 shares; 2024Q2: 300,557 shares; 2024Q3: 300,470 shares; 2024Q4: 290,220 shares; 2025Q1: 276,394 shares 276,394 $84.4M 0.35% -13,826 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,929 shares; 2024Q2: 98,501 shares; 2024Q3: 99,016 shares; 2024Q4: 92,597 shares; 2025Q1: 88,374 shares 88,374 $82.4M 0.35% -4,223 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 923,853 shares; 2024Q2: 972,178 shares; 2024Q3: 1,015,411 shares; 2024Q4: 1,160,351 shares; 2025Q1: 1,106,318 shares 1,106,318 $81.3M 0.34% -54,033 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 264,865 shares; 2024Q2: 263,510 shares; 2024Q3: 262,004 shares; 2024Q4: 275,479 shares; 2025Q1: 288,399 shares 288,399 $79.3M 0.33% +12,920 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,091 shares; 2024Q2: 262,858 shares; 2024Q3: 260,375 shares; 2024Q4: 248,994 shares; 2025Q1: 249,080 shares 249,080 $77.8M 0.33% +86 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 564,968 shares; 2024Q2: 559,198 shares; 2024Q3: 552,625 shares; 2024Q4: 537,378 shares; 2025Q1: 514,752 shares 514,752 $77.2M 0.32% -22,626 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334,328 shares; 2024Q2: 330,367 shares; 2024Q3: 331,676 shares; 2024Q4: 312,724 shares; 2025Q1: 306,661 shares 306,661 $76.3M 0.32% -6,063 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 555,807 shares; 2024Q2: 562,740 shares; 2024Q3: 570,660 shares; 2024Q4: 528,585 shares; 2025Q1: 537,492 shares 537,492 $75.1M 0.32% +8,907 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 376,668 shares; 2024Q2: 139,554 shares; 2024Q3: 140,070 shares; 2024Q4: 105,085 shares; 2025Q1: 152,229 shares 152,229 $71.4M 0.3% +47,144 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 131,667 shares; 2024Q2: 124,319 shares; 2024Q3: 133,979 shares; 2024Q4: 136,753 shares; 2025Q1: 138,494 shares 138,494 $71.2M 0.3% +1,741 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 387,706 shares; 2024Q2: 384,215 shares; 2024Q3: 368,273 shares; 2024Q4: 369,889 shares; 2025Q1: 370,893 shares 370,893 $70.7M 0.3% +1,004 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 482,249 shares; 2024Q2: 481,950 shares; 2024Q3: 464,198 shares; 2024Q4: 453,485 shares; 2025Q1: 432,990 shares 432,990 $68.7M 0.29% -20,495 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 775,145 shares; 2024Q2: 765,364 shares; 2024Q3: 767,518 shares; 2024Q4: 743,104 shares; 2025Q1: 733,250 shares 733,250 $68M 0.29% -9,854 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 287,020 shares; 2024Q2: 282,226 shares; 2024Q3: 291,484 shares; 2024Q4: 297,412 shares; 2025Q1: 302,956 shares 302,956 $67.2M 0.28% +5,544 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 604,783 shares; 2024Q2: 611,481 shares; 2024Q3: 659,630 shares; 2024Q4: 860,409 shares; 2025Q1: 658,246 shares 658,246 $65.1M 0.27% -202,163 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 178,126 shares; 2024Q2: 175,947 shares; 2024Q3: 167,838 shares; 2024Q4: 149,415 shares; 2025Q1: 913,261 shares 913,261 $64.1M 0.27% +763,846 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 988,261 shares; 2024Q2: 980,835 shares; 2024Q3: 945,194 shares; 2024Q4: 921,165 shares; 2025Q1: 872,661 shares 872,661 $61.9M 0.26% -48,504 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 283,938 shares; 2024Q2: 277,922 shares; 2024Q3: 279,466 shares; 2024Q4: 265,196 shares; 2025Q1: 260,039 shares 260,039 $61.4M 0.26% -5,157 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,002 shares; 2024Q2: 61,510 shares; 2024Q3: 66,389 shares; 2024Q4: 784,589 shares; 2025Q1: 769,117 shares 769,117 $61.4M 0.26% -15,472 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 492,677 shares; 2024Q2: 491,226 shares; 2024Q3: 484,054 shares; 2024Q4: 493,235 shares; 2025Q1: 450,133 shares 450,133 $60.4M 0.25% -43,102 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 327,917 shares; 2024Q2: 310,274 shares; 2024Q3: 297,593 shares; 2024Q4: 302,250 shares; 2025Q1: 295,735 shares 295,735 $59M 0.25% -6,515 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390,597 shares; 2024Q2: 477,337 shares; 2024Q3: 481,498 shares; 2024Q4: 496,582 shares; 2025Q1: 481,480 shares 481,480 $58.6M 0.25% -15,102 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,303,635 shares; 2024Q2: 2,255,636 shares; 2024Q3: 2,209,145 shares; 2024Q4: 2,140,351 shares; 2025Q1: 2,061,877 shares 2,061,877 $58.3M 0.24% -78,474 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 935,555 shares; 2024Q2: 903,771 shares; 2024Q3: 864,775 shares; 2024Q4: 777,553 shares; 2025Q1: 801,315 shares 801,315 $57.5M 0.24% +23,762 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 234,382 shares; 2024Q2: 230,351 shares; 2024Q3: 222,730 shares; 2024Q4: 211,681 shares; 2025Q1: 213,591 shares 213,591 $57.3M 0.24% +1,910 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,217,737 shares; 2024Q2: 1,232,491 shares; 2024Q3: 1,235,348 shares; 2024Q4: 1,102,874 shares; 2025Q1: 1,060,330 shares 1,060,330 $57.2M 0.24% -42,544 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 569,341 shares; 2024Q2: 563,585 shares; 2024Q3: 549,646 shares; 2024Q4: 549,660 shares; 2025Q1: 521,644 shares 521,644 $57.2M 0.24% -28,016 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 165,911 shares; 2024Q2: 160,865 shares; 2024Q3: 170,295 shares; 2024Q4: 174,647 shares; 2025Q1: 184,603 shares 184,603 $56.9M 0.24% +9,956 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 228,273 shares; 2024Q2: 230,202 shares; 2024Q3: 245,122 shares; 2024Q4: 303,385 shares; 2025Q1: 326,332 shares 326,332 $56.5M 0.24% +22,947 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,019,955 shares; 2024Q2: 1,891,607 shares; 2024Q3: 1,792,077 shares; 2024Q4: 1,721,618 shares; 2025Q1: 1,709,048 shares 1,709,048 $56.4M 0.24% -12,570 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 238,060 shares; 2024Q2: 396,876 shares; 2024Q3: 452,853 shares; 2024Q4: 722,433 shares; 2025Q1: 797,507 shares 797,507 $56.2M 0.24% +75,074 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 645,911 shares; 2024Q2: 636,277 shares; 2024Q3: 680,092 shares; 2024Q4: 709,015 shares; 2025Q1: 702,322 shares 702,322 $55M 0.23% -6,693 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 311,433 shares; 2024Q2: 321,453 shares; 2024Q3: 313,435 shares; 2024Q4: 432,896 shares; 2025Q1: 491,684 shares 491,684 $54.8M 0.23% +58,788 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138,579 shares; 2024Q2: 146,989 shares; 2024Q3: 149,435 shares; 2024Q4: 155,147 shares; 2025Q1: 146,729 shares 146,729 $54.4M 0.23% -8,418 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 234,795 shares; 2024Q2: 230,656 shares; 2024Q3: 196,994 shares; 2024Q4: 187,014 shares; 2025Q1: 174,503 shares 174,503 $54.4M 0.23% -12,511 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 94,216 shares; 2024Q2: 93,048 shares; 2024Q3: 93,001 shares; 2024Q4: 89,209 shares; 2025Q1: 87,298 shares 87,298 $53.6M 0.23% -1,911 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 539,347 shares; 2024Q2: 532,938 shares; 2024Q3: 525,812 shares; 2024Q4: 517,734 shares; 2025Q1: 506,990 shares 506,990 $53.2M 0.22% -10,744 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,285 shares; 2024Q2: 626,476 shares; 2024Q3: 549,440 shares; 2024Q4: 540,646 shares; 2025Q1: 604,058 shares 604,058 $52.7M 0.22% +63,412 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 79,043 shares; 2024Q2: 102,696 shares; 2024Q3: 113,746 shares; 2024Q4: 125,544 shares; 2025Q1: 159,475 shares 159,475 $52.2M 0.22% +33,931 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 251,354 shares; 2024Q2: 244,169 shares; 2024Q3: 243,972 shares; 2024Q4: 232,699 shares; 2025Q1: 222,216 shares 222,216 $51.8M 0.22% -10,483 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 115,019 shares; 2024Q2: 112,276 shares; 2024Q3: 116,638 shares; 2024Q4: 110,856 shares; 2025Q1: 103,031 shares 103,031 $51.3M 0.22% -7,825 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 252,442 shares; 2024Q2: 251,677 shares; 2024Q3: 243,282 shares; 2024Q4: 242,369 shares; 2025Q1: 238,168 shares 238,168 $50.4M 0.21% -4,201 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200,308 shares; 2024Q2: 199,380 shares; 2024Q3: 194,145 shares; 2024Q4: 198,011 shares; 2025Q1: 193,322 shares 193,322 $50M 0.21% -4,689 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,560,726 shares; 2024Q2: 1,102,150 shares; 2024Q3: 1,513,173 shares; 2024Q4: 1,083,003 shares; 2025Q1: 1,104,615 shares 1,104,615 $50M 0.21% +21,612 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,809 shares 52,809 $50M 0.21% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 953,986 shares; 2024Q2: 999,420 shares; 2024Q3: 1,045,217 shares; 2024Q4: 1,143,805 shares; 2025Q1: 1,150,225 shares 1,150,225 $49.8M 0.21% +6,420 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,257,195 shares; 2024Q2: 1,213,456 shares; 2024Q3: 1,195,072 shares; 2024Q4: 1,095,242 shares; 2025Q1: 1,087,140 shares 1,087,140 $49.3M 0.21% -8,102 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113,462 shares; 2024Q2: 145,177 shares; 2024Q3: 159,142 shares; 2024Q4: 84,318 shares; 2025Q1: 91,215 shares 91,215 $48M 0.2% +6,897 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,982,377 shares; 2024Q2: 2,027,833 shares; 2024Q3: 2,007,898 shares; 2024Q4: 1,831,158 shares; 2025Q1: 1,873,211 shares 1,873,211 $47.5M 0.2% +42,053 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,730 shares; 2024Q2: 126,020 shares; 2024Q3: 137,374 shares; 2024Q4: 141,482 shares; 2025Q1: 146,194 shares 146,194 $47.1M 0.2% +4,712 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,332 shares; 2024Q2: 101,541 shares; 2024Q3: 97,632 shares; 2024Q4: 95,390 shares; 2025Q1: 94,791 shares 94,791 $46.9M 0.2% -599 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267,071 shares; 2024Q2: 259,898 shares; 2024Q3: 258,156 shares; 2024Q4: 256,719 shares; 2025Q1: 261,162 shares 261,162 $46.9M 0.2% +4,443 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 556,168 shares; 2024Q2: 557,523 shares; 2024Q3: 530,594 shares; 2024Q4: 523,747 shares; 2025Q1: 544,935 shares 544,935 $46.4M 0.19% +21,188 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,600 shares; 2024Q2: 93,454 shares; 2024Q3: 88,752 shares; 2024Q4: 85,998 shares; 2025Q1: 83,728 shares 83,728 $45.7M 0.19% -2,270 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,911 shares; 2024Q2: 152,721 shares; 2024Q3: 163,730 shares; 2024Q4: 164,456 shares; 2025Q1: 167,832 shares 167,832 $45.2M 0.19% +3,376 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 129,317 shares; 2024Q2: 128,153 shares; 2024Q3: 128,927 shares; 2024Q4: 126,729 shares; 2025Q1: 120,105 shares 120,105 $44.7M 0.19% -6,624 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,485 shares; 2024Q2: 155,099 shares; 2024Q3: 154,350 shares; 2024Q4: 152,362 shares; 2025Q1: 150,466 shares 150,466 $44.4M 0.19% -1,896 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 496,574 shares; 2024Q2: 487,424 shares; 2024Q3: 469,581 shares; 2024Q4: 457,646 shares; 2025Q1: 447,888 shares 447,888 $44.2M 0.19% -9,758 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,037 shares; 2024Q2: 136,773 shares; 2024Q3: 135,026 shares; 2024Q4: 132,039 shares; 2025Q1: 122,509 shares 122,509 $42.8M 0.18% -9,530 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276,243 shares; 2024Q2: 283,763 shares; 2024Q3: 294,946 shares; 2024Q4: 273,314 shares; 2025Q1: 278,337 shares 278,337 $42.8M 0.18% +5,023 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215,115 shares; 2024Q2: 215,386 shares; 2024Q3: 218,517 shares; 2024Q4: 209,528 shares; 2025Q1: 206,857 shares 206,857 $41.4M 0.17% -2,671 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150,262 shares; 2024Q2: 152,341 shares; 2024Q3: 152,537 shares; 2024Q4: 145,507 shares; 2025Q1: 145,298 shares 145,298 $41.1M 0.17% -209 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 720,305 shares; 2024Q2: 687,085 shares; 2024Q3: 722,237 shares; 2024Q4: 707,633 shares; 2025Q1: 673,539 shares 673,539 $41.1M 0.17% -34,094 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135,088 shares; 2024Q2: 133,780 shares; 2024Q3: 127,519 shares; 2024Q4: 119,518 shares; 2025Q1: 107,008 shares 107,008 $41M 0.17% -12,510 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 354,091 shares; 2024Q2: 357,312 shares; 2024Q3: 367,074 shares; 2024Q4: 434,512 shares; 2025Q1: 388,695 shares 388,695 $41M 0.17% -45,817 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,579 shares; 2024Q2: 72,822 shares; 2024Q3: 71,391 shares; 2024Q4: 77,778 shares; 2025Q1: 74,921 shares 74,921 $40.6M 0.17% -2,857 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 672,680 shares; 2024Q2: 672,326 shares; 2024Q3: 663,927 shares; 2024Q4: 643,963 shares; 2025Q1: 644,268 shares 644,268 $40M 0.17% +305 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 446,951 shares; 2024Q2: 439,373 shares; 2024Q3: 434,849 shares; 2024Q4: 423,133 shares; 2025Q1: 418,354 shares 418,354 $39.2M 0.16% -4,779 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,223 shares; 2024Q2: 125,444 shares; 2024Q3: 129,809 shares; 2024Q4: 129,121 shares; 2025Q1: 135,173 shares 135,173 $38.9M 0.16% +6,052 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,641 shares; 2024Q2: 102,665 shares; 2024Q3: 103,173 shares; 2024Q4: 98,669 shares; 2025Q1: 76,565 shares 76,565 $38.9M 0.16% -22,104 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,636 shares; 2024Q2: 1,553,969 shares; 2024Q3: 1,518,080 shares; 2024Q4: 1,549,039 shares; 2025Q1: 1,652,739 shares 1,652,739 $38.7M 0.16% +103,700 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,400 shares; 2024Q2: 107,268 shares; 2024Q3: 106,756 shares; 2024Q4: 212,860 shares; 2025Q1: 225,799 shares 225,799 $38.5M 0.16% +12,939 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 477,664 shares; 2024Q2: 521,203 shares; 2024Q3: 559,867 shares; 2024Q4: 717,431 shares; 2025Q1: 744,400 shares 744,400 $38.3M 0.16% +26,969 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 189,400 shares; 2024Q2: 189,882 shares; 2024Q3: 182,071 shares; 2024Q4: 178,783 shares; 2025Q1: 173,420 shares 173,420 $38.3M 0.16% -5,363 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,304,111 shares; 2024Q2: 1,231,919 shares; 2024Q3: 1,189,383 shares; 2024Q4: 1,077,412 shares; 2025Q1: 1,030,522 shares 1,030,522 $38M 0.16% -46,890 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 247,188 shares; 2024Q2: 242,662 shares; 2024Q3: 254,937 shares; 2024Q4: 254,193 shares; 2025Q1: 219,784 shares 219,784 $38M 0.16% -34,409 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 187,336 shares; 2024Q2: 186,085 shares; 2024Q3: 178,379 shares; 2024Q4: 179,380 shares; 2025Q1: 182,589 shares 182,589 $37.7M 0.16% +3,209 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,117 shares; 2024Q2: 242,764 shares; 2024Q3: 472,808 shares; 2024Q4: 399,145 shares; 2025Q1: 445,270 shares 445,270 $37.6M 0.16% +46,125 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334,715 shares; 2024Q2: 334,732 shares; 2024Q3: 339,808 shares; 2024Q4: 317,150 shares; 2025Q1: 319,314 shares 319,314 $37.3M 0.16% +2,164 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 565,542 shares; 2024Q2: 562,330 shares; 2024Q3: 548,849 shares; 2024Q4: 525,941 shares; 2025Q1: 516,349 shares 516,349 $36.7M 0.15% -9,592 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,126 shares; 2024Q2: 151,228 shares; 2024Q3: 148,796 shares; 2024Q4: 139,270 shares; 2025Q1: 134,544 shares 134,544 $35.9M 0.15% -4,726 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,516 shares; 2024Q2: 53,461 shares; 2024Q3: 51,668 shares; 2024Q4: 47,385 shares; 2025Q1: 44,384 shares 44,384 $35.3M 0.15% -3,001 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390,004 shares; 2024Q2: 385,443 shares; 2024Q3: 451,945 shares; 2024Q4: 433,183 shares; 2025Q1: 426,400 shares 426,400 $35.3M 0.15% -6,783 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,569 shares; 2024Q2: 154,257 shares; 2024Q3: 151,885 shares; 2024Q4: 149,660 shares; 2025Q1: 144,496 shares 144,496 $35.3M 0.15% -5,164 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 291,828 shares; 2024Q4: 795,067 shares; 2025Q1: 756,303 shares 756,303 $35.2M 0.15% -38,764 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 589,449 shares; 2024Q2: 585,498 shares; 2024Q3: 598,702 shares; 2024Q4: 540,278 shares; 2025Q1: 559,326 shares 559,326 $34.6M 0.15% +19,048 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 417,933 shares; 2024Q2: 438,213 shares; 2024Q3: 418,589 shares; 2024Q4: 415,961 shares; 2025Q1: 418,541 shares 418,541 $34.5M 0.15% +2,580 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153,537 shares; 2024Q2: 142,269 shares; 2024Q3: 136,820 shares; 2024Q4: 133,235 shares; 2025Q1: 133,073 shares 133,073 $34.2M 0.14% -162 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 120,150 shares; 2024Q2: 115,427 shares; 2024Q3: 113,007 shares; 2024Q4: 109,883 shares; 2025Q1: 102,868 shares 102,868 $33.9M 0.14% -7,015 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 326,407 shares; 2024Q2: 508,237 shares; 2024Q3: 498,483 shares; 2024Q4: 656,304 shares; 2025Q1: 703,105 shares 703,105 $33.4M 0.14% +46,801 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 269,118 shares; 2024Q2: 266,067 shares; 2024Q3: 257,948 shares; 2024Q4: 285,771 shares; 2025Q1: 282,590 shares 282,590 $33.2M 0.14% -3,181 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 555,934 shares; 2024Q2: 537,524 shares; 2024Q3: 529,071 shares; 2024Q4: 559,925 shares; 2025Q1: 552,845 shares 552,845 $33.2M 0.14% -7,080 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 499,345 shares; 2024Q2: 515,521 shares; 2024Q3: 516,924 shares; 2024Q4: 437,318 shares; 2025Q1: 453,812 shares 453,812 $33.1M 0.14% +16,494 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 577,154 shares; 2024Q2: 561,784 shares; 2024Q3: 560,794 shares; 2024Q4: 531,343 shares; 2025Q1: 482,244 shares 482,244 $32.7M 0.14% -49,099 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 219,877 shares; 2024Q2: 226,178 shares; 2024Q3: 224,150 shares; 2024Q4: 228,331 shares; 2025Q1: 232,594 shares 232,594 $32.5M 0.14% +4,263 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,103 shares; 2024Q2: 61,349 shares; 2024Q3: 59,798 shares; 2024Q4: 55,848 shares; 2025Q1: 53,251 shares 53,251 $32.4M 0.14% -2,597 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209,431 shares; 2024Q2: 213,683 shares; 2024Q3: 216,403 shares; 2024Q4: 204,115 shares; 2025Q1: 192,939 shares 192,939 $31.8M 0.13% -11,176 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,380 shares; 2024Q2: 52,730 shares; 2024Q3: 53,623 shares; 2024Q4: 49,578 shares; 2025Q1: 65,421 shares 65,421 $31.7M 0.13% +15,843 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 284,938 shares; 2024Q2: 304,098 shares; 2024Q3: 286,852 shares; 2024Q4: 265,849 shares; 2025Q1: 258,867 shares 258,867 $31.6M 0.13% -6,982 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,284 shares; 2024Q2: 27,498 shares; 2024Q3: 30,688 shares; 2024Q4: 94,866 shares; 2025Q1: 207,782 shares 207,782 $31M 0.13% +112,916 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 329,689 shares; 2024Q2: 317,846 shares; 2024Q3: 320,901 shares; 2024Q4: 311,144 shares; 2025Q1: 294,033 shares 294,033 $30.7M 0.13% -17,111 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,572 shares; 2024Q2: 77,861 shares; 2024Q3: 82,449 shares; 2024Q4: 83,367 shares; 2025Q1: 68,648 shares 68,648 $30.7M 0.13% -14,719 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233,163 shares; 2024Q2: 219,804 shares; 2024Q3: 214,254 shares; 2024Q4: 178,210 shares; 2025Q1: 209,504 shares 209,504 $30.4M 0.13% +31,294 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,516 shares; 2024Q2: 106,033 shares; 2024Q3: 134,832 shares; 2024Q4: 122,334 shares; 2025Q1: 114,324 shares 114,324 $30M 0.13% -8,010 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267,040 shares; 2024Q2: 296,872 shares; 2024Q3: 311,050 shares; 2024Q4: 265,186 shares; 2025Q1: 304,160 shares 304,160 $29.7M 0.12% +38,974 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 172,768 shares; 2024Q2: 172,131 shares; 2024Q3: 163,737 shares; 2024Q4: 158,347 shares; 2025Q1: 144,806 shares 144,806 $29.7M 0.12% -13,541 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 697,872 shares; 2024Q2: 681,813 shares; 2024Q3: 669,582 shares; 2024Q4: 645,969 shares; 2025Q1: 643,214 shares 643,214 $29.4M 0.12% -2,755 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276,388 shares; 2024Q2: 271,176 shares; 2024Q3: 272,615 shares; 2024Q4: 276,689 shares; 2025Q1: 288,756 shares 288,756 $29.1M 0.12% +12,067 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,675 shares; 2024Q2: 99,243 shares; 2024Q3: 97,497 shares; 2024Q4: 95,836 shares; 2025Q1: 91,402 shares 91,402 $29M 0.12% -4,434 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 332,394 shares; 2024Q2: 323,358 shares; 2024Q3: 286,674 shares; 2024Q4: 272,635 shares; 2025Q1: 258,836 shares 258,836 $29M 0.12% -13,799 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,053 shares; 2024Q2: 39,283 shares; 2024Q3: 35,012 shares; 2024Q4: 45,212 shares; 2025Q1: 53,998 shares 53,998 $28.8M 0.12% +8,786 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 147,612 shares; 2024Q2: 171,895 shares; 2024Q3: 152,141 shares; 2024Q4: 147,918 shares; 2025Q1: 142,681 shares 142,681 $28.8M 0.12% -5,237 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,436,868 shares; 2024Q2: 2,451,080 shares; 2024Q3: 3,951,378 shares; 2024Q4: 4,001,378 shares; 2025Q1: 3,951,764 shares 3,951,764 $28.6M 0.12% -49,614 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188,748 shares; 2024Q2: 189,320 shares; 2024Q3: 196,649 shares; 2024Q4: 193,207 shares; 2025Q1: 193,313 shares 193,313 $28.4M 0.12% +106 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 366,519 shares; 2024Q2: 358,050 shares; 2024Q3: 327,996 shares; 2024Q4: 313,822 shares; 2025Q1: 359,348 shares 359,348 $28.1M 0.12% +45,526 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148,090 shares; 2024Q2: 189,042 shares; 2024Q3: 211,682 shares; 2024Q4: 213,190 shares; 2025Q1: 220,482 shares 220,482 $28M 0.12% +7,292 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450,997 shares; 2024Q2: 313,698 shares; 2024Q3: 322,007 shares; 2024Q4: 293,376 shares; 2025Q1: 284,100 shares 284,100 $27.9M 0.12% -9,276 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 760,915 shares; 2024Q2: 1,009,816 shares; 2024Q3: 1,200,430 shares; 2024Q4: 1,357,628 shares; 2025Q1: 796,245 shares 796,245 $27.8M 0.12% -561,383 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,177 shares; 2024Q2: 7,039 shares; 2024Q3: 6,797 shares; 2024Q4: 6,329 shares; 2025Q1: 6,028 shares 6,028 $27.8M 0.12% -301 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,131 shares; 2024Q2: 55,347 shares; 2024Q3: 62,465 shares; 2024Q4: 68,590 shares; 2025Q1: 78,903 shares 78,903 $27.6M 0.12% +10,313 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,488 shares; 2024Q2: 63,518 shares; 2024Q3: 60,336 shares; 2024Q4: 57,520 shares; 2025Q1: 57,209 shares 57,209 $26.9M 0.11% -311 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,324 shares; 2024Q2: 71,325 shares; 2024Q3: 74,507 shares; 2024Q4: 76,377 shares; 2025Q1: 82,600 shares 82,600 $26.6M 0.11% +6,223 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 225,864 shares; 2024Q2: 218,344 shares; 2024Q3: 208,681 shares; 2024Q4: 195,876 shares; 2025Q1: 185,109 shares 185,109 $26.3M 0.11% -10,767 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 136,987 shares; 2024Q2: 134,099 shares; 2024Q3: 129,046 shares; 2024Q4: 140,899 shares; 2025Q1: 140,535 shares 140,535 $26.2M 0.11% -364 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,914 shares; 2024Q2: 118,117 shares; 2024Q3: 158,753 shares; 2024Q4: 153,474 shares; 2025Q1: 176,203 shares 176,203 $26.2M 0.11% +22,729 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 198,185 shares; 2024Q2: 183,238 shares; 2024Q3: 203,136 shares; 2024Q4: 199,818 shares; 2025Q1: 202,392 shares 202,392 $26.1M 0.11% +2,574 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,226 shares; 2024Q2: 28,181 shares; 2024Q3: 27,655 shares; 2024Q4: 27,571 shares; 2025Q1: 129,085 shares 129,085 $26M 0.11% +101,514 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 367,152 shares; 2024Q2: 441,163 shares; 2024Q3: 537,147 shares; 2024Q4: 531,539 shares; 2025Q1: 545,798 shares 545,798 $25.7M 0.11% +14,259 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 309,833 shares; 2024Q2: 309,156 shares; 2024Q3: 304,935 shares; 2024Q4: 279,225 shares; 2025Q1: 249,329 shares 249,329 $25.6M 0.11% -29,896 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,617 shares; 2024Q2: 21,629 shares; 2024Q3: 20,842 shares; 2024Q4: 17,847 shares; 2025Q1: 18,442 shares 18,442 $25.5M 0.11% +595 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,652 shares; 2024Q2: 104,494 shares; 2024Q3: 95,558 shares; 2024Q4: 94,243 shares; 2025Q1: 94,220 shares 94,220 $24.9M 0.1% -23 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 517,312 shares; 2024Q2: 487,753 shares; 2024Q3: 469,542 shares; 2024Q4: 442,337 shares; 2025Q1: 416,631 shares 416,631 $24.9M 0.1% -25,706 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,596 shares; 2024Q2: 124,335 shares; 2024Q3: 124,234 shares; 2024Q4: 117,315 shares; 2025Q1: 462,545 shares 462,545 $24.7M 0.1% +345,230 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,123 shares; 2024Q2: 126,057 shares; 2024Q3: 126,110 shares; 2024Q4: 144,125 shares; 2025Q1: 144,392 shares 144,392 $24.6M 0.1% +267 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,095 shares; 2024Q2: 94,745 shares; 2024Q3: 108,776 shares; 2024Q4: 106,239 shares; 2025Q1: 135,941 shares 135,941 $24.6M 0.1% +29,702 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 614 shares; 2024Q2: 37,912 shares; 2024Q3: 31,562 shares; 2024Q4: 209,079 shares; 2025Q1: 332,741 shares 332,741 $24.6M 0.1% +123,662 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,507 shares; 2024Q2: 45,588 shares; 2024Q3: 46,190 shares; 2024Q4: 43,295 shares; 2025Q1: 41,557 shares 41,557 $24.5M 0.1% -1,738 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,489 shares; 2024Q2: 138,281 shares; 2024Q3: 175,828 shares; 2024Q4: 192,841 shares; 2025Q1: 214,771 shares 214,771 $24.5M 0.1% +21,930 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 69,527 shares; 2024Q2: 69,648 shares; 2024Q3: 68,403 shares; 2024Q4: 65,331 shares; 2025Q1: 87,147 shares 87,147 $24.2M 0.1% +21,816 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200,897 shares; 2024Q2: 204,723 shares; 2024Q3: 202,513 shares; 2024Q4: 211,500 shares; 2025Q1: 226,805 shares 226,805 $24M 0.1% +15,305 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 824,067 shares; 2024Q2: 1,253,853 shares; 2024Q3: 1,487,694 shares; 2024Q4: 1,215,909 shares; 2025Q1: 1,194,172 shares 1,194,172 $23.9M 0.1% -21,737 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,163,459 shares; 2024Q2: 1,429,312 shares; 2024Q3: 1,606,528 shares; 2024Q4: 1,593,079 shares; 2025Q1: 1,718,072 shares 1,718,072 $23.8M 0.1% +124,993 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 166,278 shares; 2024Q2: 512,082 shares; 2024Q3: 584,549 shares; 2024Q4: 579,001 shares; 2025Q1: 617,373 shares 617,373 $23.7M 0.1% +38,372 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,724 shares; 2024Q2: 40,270 shares; 2024Q3: 39,262 shares; 2024Q4: 48,068 shares; 2025Q1: 46,165 shares 46,165 $23.6M 0.1% -1,903 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,122 shares; 2024Q2: 154,890 shares; 2024Q3: 142,660 shares; 2024Q4: 246,526 shares; 2025Q1: 342,008 shares 342,008 $23.4M 0.1% +95,482 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 525,272 shares; 2024Q2: 499,373 shares; 2024Q3: 474,296 shares; 2024Q4: 400,433 shares; 2025Q1: 390,478 shares 390,478 $23.3M 0.1% -9,955 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,217 shares; 2024Q2: 92,467 shares; 2024Q3: 92,658 shares; 2024Q4: 88,318 shares; 2025Q1: 87,676 shares 87,676 $23.3M 0.1% -642 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,226 shares; 2024Q2: 155,351 shares; 2024Q3: 114,575 shares; 2024Q4: 132,914 shares; 2025Q1: 139,153 shares 139,153 $23.2M 0.1% +6,239 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,337,255 shares; 2024Q2: 1,271,496 shares; 2024Q3: 1,127,608 shares; 2024Q4: 1,049,279 shares; 2025Q1: 1,020,741 shares 1,020,741 $23.2M 0.1% -28,538 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 540,916 shares; 2024Q2: 507,264 shares; 2024Q3: 575,150 shares; 2024Q4: 567,951 shares; 2025Q1: 526,133 shares 526,133 $23M 0.1% -41,818 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 149,146 shares; 2024Q2: 150,259 shares; 2024Q3: 148,573 shares; 2024Q4: 144,164 shares; 2025Q1: 133,228 shares 133,228 $23M 0.1% -10,936 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153,092 shares; 2024Q2: 405,932 shares; 2024Q3: 393,566 shares; 2024Q4: 381,997 shares; 2025Q1: 350,300 shares 350,300 $23M 0.1% -31,697 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,695 shares; 2024Q2: 190,685 shares; 2024Q3: 245,081 shares; 2024Q4: 141,378 shares; 2025Q1: 137,855 shares 137,855 $23M 0.1% -3,523 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 265,325 shares; 2024Q2: 264,924 shares; 2024Q3: 261,321 shares; 2024Q4: 251,191 shares; 2025Q1: 249,037 shares 249,037 $22.9M 0.1% -2,154 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,233 shares; 2024Q2: 3,132 shares; 2024Q3: 4,520 shares; 2024Q4: 197,733 shares; 2025Q1: 231,690 shares 231,690 $22.7M 0.1% +33,957 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,092 shares; 2024Q2: 35,377 shares; 2024Q3: 34,801 shares; 2024Q4: 33,539 shares; 2025Q1: 48,593 shares 48,593 $22.6M 0.1% +15,054 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 282,098 shares; 2024Q2: 260,793 shares; 2024Q3: 236,217 shares; 2024Q4: 208,000 shares; 2025Q1: 205,268 shares 205,268 $22.6M 0.09% -2,732 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 181,235 shares; 2024Q2: 216,201 shares; 2024Q3: 213,088 shares; 2024Q4: 126,519 shares; 2025Q1: 130,394 shares 130,394 $22.3M 0.09% +3,875 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,540 shares; 2024Q2: 53,775 shares; 2024Q3: 62,094 shares; 2024Q4: 170,780 shares; 2025Q1: 290,275 shares 290,275 $22.1M 0.09% +119,495 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,721 shares; 2024Q2: 108,270 shares; 2024Q3: 108,063 shares; 2024Q4: 97,897 shares; 2025Q1: 95,016 shares 95,016 $22M 0.09% -2,881 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,481 shares; 2024Q2: 278,402 shares; 2024Q3: 278,370 shares; 2024Q4: 278,325 shares; 2025Q1: 260,454 shares 260,454 $22M 0.09% -17,871 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 310,348 shares; 2024Q2: 317,738 shares; 2024Q3: 269,223 shares; 2024Q4: 266,807 shares; 2025Q1: 304,438 shares 304,438 $21.9M 0.09% +37,631 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 94,348 shares; 2024Q2: 126,131 shares; 2024Q3: 144,898 shares; 2024Q4: 117,874 shares; 2025Q1: 122,631 shares 122,631 $21.8M 0.09% +4,757 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,423 shares; 2024Q2: 37,821 shares; 2024Q3: 34,583 shares; 2024Q4: 30,914 shares; 2025Q1: 32,061 shares 32,061 $21.6M 0.09% +1,147 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,226 shares; 2024Q2: 161,278 shares; 2024Q3: 244,622 shares; 2024Q4: 291,855 shares; 2025Q1: 304,788 shares 304,788 $21.5M 0.09% +12,933 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 272,506 shares; 2024Q2: 256,288 shares; 2024Q3: 212,848 shares; 2024Q4: 436,527 shares; 2025Q1: 484,720 shares 484,720 $21.5M 0.09% +48,193 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 564,443 shares; 2024Q2: 541,437 shares; 2024Q3: 563,459 shares; 2024Q4: 558,574 shares; 2025Q1: 503,994 shares 503,994 $21.3M 0.09% -54,580 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,467 shares; 2024Q2: 53,756 shares; 2024Q3: 55,973 shares; 2024Q4: 46,513 shares; 2025Q1: 48,233 shares 48,233 $21M 0.09% +1,720 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,439 shares; 2024Q2: 32,977 shares; 2024Q3: 31,934 shares; 2024Q4: 47,918 shares; 2025Q1: 47,816 shares 47,816 $20.9M 0.09% -102 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 231,131 shares; 2024Q2: 236,517 shares; 2024Q3: 232,907 shares; 2024Q4: 239,337 shares; 2025Q1: 257,366 shares 257,366 $20.9M 0.09% +18,029 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,895 shares; 2024Q2: 122,317 shares; 2024Q3: 118,230 shares; 2024Q4: 115,439 shares; 2025Q1: 118,563 shares 118,563 $20.8M 0.09% +3,124 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,373 shares; 2024Q2: 105,025 shares; 2024Q3: 108,510 shares; 2024Q4: 109,668 shares; 2025Q1: 107,246 shares 107,246 $20.8M 0.09% -2,422 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 362,870 shares; 2024Q2: 354,067 shares; 2024Q3: 358,712 shares; 2024Q4: 324,813 shares; 2025Q1: 328,045 shares 328,045 $20.8M 0.09% +3,232 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,759 shares; 2024Q2: 70,276 shares; 2024Q3: 78,295 shares; 2024Q4: 81,927 shares; 2025Q1: 80,960 shares 80,960 $20.7M 0.09% -967 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,869 shares; 2024Q2: 55,551 shares; 2024Q3: 63,297 shares; 2024Q4: 57,133 shares; 2025Q1: 58,616 shares 58,616 $20.7M 0.09% +1,483 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 292,493 shares; 2024Q2: 332,104 shares; 2024Q3: 341,096 shares; 2024Q4: 333,028 shares; 2025Q1: 360,662 shares 360,662 $20.6M 0.09% +27,634 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76,494 shares; 2024Q2: 74,214 shares; 2024Q3: 80,525 shares; 2024Q4: 75,040 shares; 2025Q1: 75,203 shares 75,203 $20.5M 0.09% +163 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 207,747 shares; 2024Q2: 192,418 shares; 2024Q3: 188,814 shares; 2024Q4: 185,114 shares; 2025Q1: 168,407 shares 168,407 $20.4M 0.09% -16,707 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 284,995 shares; 2024Q2: 284,221 shares; 2024Q3: 347,758 shares; 2024Q4: 369,174 shares; 2025Q1: 408,085 shares 408,085 $20.3M 0.09% +38,911 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 338,567 shares; 2024Q2: 310,514 shares; 2024Q3: 311,724 shares; 2024Q4: 289,982 shares; 2025Q1: 257,304 shares 257,304 $20.3M 0.09% -32,678 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,018 shares; 2024Q2: 74,717 shares; 2024Q3: 70,357 shares; 2024Q4: 63,630 shares; 2025Q1: 61,319 shares 61,319 $20.2M 0.08% -2,311 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,813 shares; 2024Q2: 31,309 shares; 2024Q3: 30,652 shares; 2024Q4: 30,367 shares; 2025Q1: 29,620 shares 29,620 $20.1M 0.08% -747 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,365 shares; 2024Q2: 136,139 shares; 2024Q3: 132,116 shares; 2024Q4: 130,382 shares; 2025Q1: 137,877 shares 137,877 $20.1M 0.08% +7,495 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 85,083 shares; 2024Q2: 99,686 shares; 2024Q3: 78,283 shares; 2024Q4: 67,595 shares; 2025Q1: 337,376 shares 337,376 $20M 0.08% +269,781 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,866 shares; 2024Q2: 13,236 shares; 2024Q3: 11,342 shares; 2024Q4: 113,727 shares; 2025Q1: 141,106 shares 141,106 $20M 0.08% +27,379 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 383,308 shares; 2024Q2: 316,759 shares; 2024Q3: 303,161 shares; 2024Q4: 274,438 shares; 2025Q1: 291,508 shares 291,508 $19.7M 0.08% +17,070 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,859 shares; 2024Q2: 18,425 shares; 2024Q3: 202,934 shares; 2024Q4: 235,839 shares; 2025Q1: 236,795 shares 236,795 $19.7M 0.08% +956 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,345 shares; 2024Q2: 18,918 shares; 2024Q3: 19,823 shares; 2024Q4: 151,538 shares; 2025Q1: 199,301 shares 199,301 $19.6M 0.08% +47,763 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,099 shares; 2024Q2: 90,441 shares; 2024Q3: 86,798 shares; 2024Q4: 84,207 shares; 2025Q1: 82,813 shares 82,813 $19.6M 0.08% -1,394 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,960 shares; 2024Q2: 16,800 shares; 2024Q3: 13,805 shares; 2024Q4: 13,947 shares; 2025Q1: 13,468 shares 13,468 $19.3M 0.08% -479 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 117,358 shares; 2024Q2: 115,498 shares; 2024Q3: 124,113 shares; 2024Q4: 127,183 shares; 2025Q1: 126,325 shares 126,325 $19.1M 0.08% -858 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,499 shares; 2024Q2: 21,918 shares; 2024Q3: 86,631 shares; 2024Q4: 83,776 shares; 2025Q1: 91,991 shares 91,991 $18.9M 0.08% +8,215 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,721 shares; 2024Q2: 45,828 shares; 2024Q3: 44,853 shares; 2024Q4: 42,879 shares; 2025Q1: 39,015 shares 39,015 $18.9M 0.08% -3,864 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,824 shares; 2024Q2: 128,193 shares; 2024Q3: 126,888 shares; 2024Q4: 119,734 shares; 2025Q1: 119,108 shares 119,108 $18.7M 0.08% -626 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,787 shares; 2024Q2: 104,256 shares; 2024Q3: 97,163 shares; 2024Q4: 95,684 shares; 2025Q1: 104,324 shares 104,324 $18.7M 0.08% +8,640 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72,286 shares; 2024Q2: 365,835 shares; 2024Q3: 367,064 shares; 2024Q4: 364,164 shares; 2025Q1: 365,793 shares 365,793 $18.7M 0.08% +1,629 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 220,355 shares; 2025Q1: 239,780 shares 239,780 $18.6M 0.08% +19,425 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177,376 shares; 2024Q2: 158,573 shares; 2024Q3: 166,878 shares; 2024Q4: 168,303 shares; 2025Q1: 169,448 shares 169,448 $18.5M 0.08% +1,145 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,620 shares; 2024Q2: 99,499 shares; 2024Q3: 98,774 shares; 2024Q4: 101,144 shares; 2025Q1: 110,925 shares 110,925 $18.4M 0.08% +9,781 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,670 shares; 2024Q2: 2,945 shares; 2024Q3: 1,595 shares; 2024Q4: 177,358 shares; 2025Q1: 174,617 shares 174,617 $18.4M 0.08% -2,741 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 23 shares 23 $18.4M 0.08% -2 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 306,562 shares; 2024Q2: 308,166 shares; 2024Q3: 302,410 shares; 2024Q4: 297,341 shares; 2025Q1: 290,435 shares 290,435 $18.3M 0.08% -6,906 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 222,552 shares; 2024Q2: 215,941 shares; 2024Q3: 208,744 shares; 2024Q4: 202,155 shares; 2025Q1: 194,925 shares 194,925 $18.3M 0.08% -7,230 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 849,551 shares; 2024Q2: 877,503 shares; 2024Q3: 833,721 shares; 2024Q4: 971,889 shares; 2025Q1: 1,135,235 shares 1,135,235 $18.2M 0.08% +163,346 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,117 shares; 2024Q2: 558,794 shares; 2024Q3: 775,773 shares; 2024Q4: 851,880 shares; 2025Q1: 577,110 shares 577,110 $18.1M 0.08% -274,770 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248,159 shares 248,159 $18M 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,718 shares; 2024Q2: 165,103 shares; 2024Q3: 156,862 shares; 2024Q4: 150,786 shares; 2025Q1: 145,826 shares 145,826 $18M 0.08% -4,960 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 431,622 shares; 2024Q2: 418,964 shares; 2024Q3: 433,985 shares; 2024Q4: 449,484 shares; 2025Q1: 436,985 shares 436,985 $18M 0.08% -12,499 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 440,094 shares; 2024Q2: 371,390 shares; 2024Q3: 334,026 shares; 2024Q4: 276,970 shares; 2025Q1: 281,486 shares 281,486 $17.9M 0.08% +4,516 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76,279 shares; 2024Q2: 75,026 shares; 2024Q3: 73,498 shares; 2024Q4: 71,626 shares; 2025Q1: 70,415 shares 70,415 $17.9M 0.07% -1,211 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,565 shares; 2024Q2: 61,854 shares; 2024Q3: 61,578 shares; 2024Q4: 64,760 shares; 2025Q1: 70,771 shares 70,771 $17.8M 0.07% +6,011 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,744 shares; 2024Q2: 133,923 shares; 2024Q3: 126,229 shares; 2024Q4: 125,093 shares; 2025Q1: 115,349 shares 115,349 $17.8M 0.07% -9,744 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 226,419 shares; 2024Q2: 282,186 shares; 2024Q3: 183,990 shares; 2024Q4: 202,108 shares; 2025Q1: 193,738 shares 193,738 $17.5M 0.07% -8,370 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 516,562 shares; 2024Q2: 536,980 shares; 2024Q3: 538,797 shares; 2024Q4: 539,445 shares; 2025Q1: 652,370 shares 652,370 $17.5M 0.07% +112,925 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 566,941 shares; 2024Q2: 528,229 shares; 2024Q3: 239,917 shares; 2024Q4: 247,330 shares; 2025Q1: 296,406 shares 296,406 $17.5M 0.07% +49,076 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,208 shares; 2024Q2: 40,650 shares; 2024Q3: 48,653 shares; 2024Q4: 46,977 shares; 2025Q1: 114,338 shares 114,338 $17.5M 0.07% +67,361 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,430 shares; 2024Q2: 33,057 shares; 2024Q3: 32,110 shares; 2024Q4: 30,864 shares; 2025Q1: 34,204 shares 34,204 $17.4M 0.07% +3,340 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,655 shares; 2024Q2: 80,246 shares; 2024Q3: 75,303 shares; 2024Q4: 70,522 shares; 2025Q1: 70,068 shares 70,068 $17.4M 0.07% -454 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,183 shares; 2024Q2: 74,336 shares; 2024Q3: 76,845 shares; 2024Q4: 73,309 shares; 2025Q1: 68,287 shares 68,287 $17.4M 0.07% -5,022 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175,276 shares; 2024Q2: 201,398 shares; 2024Q3: 221,513 shares; 2024Q4: 197,313 shares; 2025Q1: 211,538 shares 211,538 $17.3M 0.07% +14,225 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,353 shares; 2024Q2: 79,371 shares; 2024Q3: 75,399 shares; 2024Q4: 70,398 shares; 2025Q1: 75,938 shares 75,938 $17.3M 0.07% +5,540 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,326 shares; 2024Q2: 136,908 shares; 2024Q3: 134,813 shares; 2024Q4: 132,918 shares; 2025Q1: 126,715 shares 126,715 $17.2M 0.07% -6,203 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,739 shares; 2024Q2: 66,929 shares; 2024Q3: 66,299 shares; 2024Q4: 70,603 shares; 2025Q1: 132,227 shares 132,227 $17.2M 0.07% +61,624 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 218,476 shares; 2024Q2: 222,364 shares; 2024Q3: 224,620 shares; 2024Q4: 204,853 shares; 2025Q1: 210,808 shares 210,808 $16.9M 0.07% +5,955 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182,211 shares; 2024Q2: 173,150 shares; 2024Q3: 174,806 shares; 2024Q4: 160,911 shares; 2025Q1: 158,994 shares 158,994 $16.8M 0.07% -1,917 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,209 shares; 2024Q2: 19,872 shares; 2024Q3: 19,098 shares; 2024Q4: 18,538 shares; 2025Q1: 16,918 shares 16,918 $16.7M 0.07% -1,620 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,194 shares; 2024Q2: 12,167 shares; 2024Q3: 11,596 shares; 2024Q4: 11,405 shares; 2025Q1: 87,538 shares 87,538 $16.7M 0.07% +76,133 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 723,774 shares; 2024Q2: 705,111 shares; 2024Q3: 714,001 shares; 2024Q4: 655,807 shares; 2025Q1: 579,807 shares 579,807 $16.5M 0.07% -76,000 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,255 shares; 2024Q2: 745,079 shares; 2024Q3: 876,355 shares; 2024Q4: 902,445 shares; 2025Q1: 908,604 shares 908,604 $16.5M 0.07% +6,159 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 79,265 shares; 2024Q2: 78,710 shares; 2024Q3: 77,937 shares; 2024Q4: 79,400 shares; 2025Q1: 79,575 shares 79,575 $16.5M 0.07% +175 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 424,950 shares; 2024Q2: 422,708 shares; 2024Q3: 417,807 shares; 2024Q4: 519,964 shares; 2025Q1: 558,337 shares 558,337 $16.4M 0.07% +38,373 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267,056 shares; 2024Q2: 257,316 shares; 2024Q3: 302,177 shares; 2024Q4: 361,480 shares; 2025Q1: 377,976 shares 377,976 $16.4M 0.07% +16,496 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,034 shares; 2024Q2: 43,483 shares; 2024Q3: 49,393 shares; 2024Q4: 48,776 shares; 2025Q1: 56,054 shares 56,054 $16.3M 0.07% +7,278 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,450 shares; 2024Q2: 79,119 shares; 2024Q3: 71,298 shares; 2024Q4: 69,729 shares; 2025Q1: 67,344 shares 67,344 $16.3M 0.07% -2,385 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 396,669 shares; 2024Q2: 523,948 shares; 2024Q3: 494,335 shares; 2024Q4: 481,734 shares; 2025Q1: 584,412 shares 584,412 $16.2M 0.07% +102,678 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 159,515 shares; 2024Q2: 153,776 shares; 2024Q3: 146,643 shares; 2024Q4: 129,098 shares; 2025Q1: 125,975 shares 125,975 $16.2M 0.07% -3,123 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,499 shares; 2024Q2: 127,754 shares; 2024Q3: 127,420 shares; 2024Q4: 131,212 shares; 2025Q1: 132,244 shares 132,244 $16.1M 0.07% +1,032 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 107,918 shares; 2024Q2: 108,431 shares; 2024Q3: 107,635 shares; 2024Q4: 111,984 shares; 2025Q1: 120,783 shares 120,783 $16M 0.07% +8,799 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,899 shares; 2024Q2: 195,675 shares; 2024Q3: 228,870 shares; 2024Q4: 194,431 shares; 2025Q1: 159,257 shares 159,257 $16M 0.07% -35,174 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,763 shares; 2024Q2: 11,340 shares; 2024Q3: 8,979 shares; 2024Q4: 7,288 shares; 2025Q1: 8,636 shares 8,636 $15.9M 0.07% +1,348 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 253,097 shares; 2024Q2: 254,290 shares; 2024Q3: 258,760 shares; 2024Q4: 250,938 shares; 2025Q1: 244,009 shares 244,009 $15.9M 0.07% -6,929 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,755 shares; 2024Q2: 149,517 shares; 2024Q3: 186,181 shares; 2024Q4: 114,000 shares; 2025Q1: 177,327 shares 177,327 $15.9M 0.07% +63,327 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,515 shares; 2024Q2: 76,529 shares; 2024Q3: 82,581 shares; 2024Q4: 81,171 shares; 2025Q1: 83,509 shares 83,509 $15.8M 0.07% +2,338 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 699,045 shares; 2024Q2: 685,088 shares; 2024Q3: 685,345 shares; 2024Q4: 658,963 shares; 2025Q1: 646,869 shares 646,869 $15.5M 0.07% -12,094 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,206 shares; 2024Q2: 24,050 shares; 2024Q3: 25,898 shares; 2024Q4: 25,493 shares; 2025Q1: 27,368 shares 27,368 $15.5M 0.06% +1,875 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 258,879 shares; 2024Q2: 227,949 shares; 2024Q3: 196,140 shares; 2024Q4: 184,623 shares; 2025Q1: 176,532 shares 176,532 $15.3M 0.06% -8,091 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,299 shares; 2024Q2: 73,706 shares; 2024Q3: 68,607 shares; 2024Q4: 62,915 shares; 2025Q1: 66,785 shares 66,785 $15.3M 0.06% +3,870 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 208,818 shares; 2024Q2: 192,453 shares; 2024Q3: 172,856 shares; 2024Q4: 166,477 shares; 2025Q1: 158,812 shares 158,812 $15.3M 0.06% -7,665 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 133,599 shares; 2024Q2: 122,653 shares; 2024Q3: 141,606 shares; 2024Q4: 172,992 shares; 2025Q1: 138,231 shares 138,231 $15.3M 0.06% -34,761 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,640 shares; 2024Q2: 361,834 shares; 2024Q3: 375,230 shares; 2024Q4: 373,555 shares; 2025Q1: 302,176 shares 302,176 $15.2M 0.06% -71,379 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 246,249 shares; 2024Q2: 266,797 shares; 2024Q3: 259,037 shares; 2024Q4: 258,005 shares; 2025Q1: 280,355 shares 280,355 $15.2M 0.06% +22,350 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,323 shares; 2024Q2: 138,303 shares; 2024Q3: 134,522 shares; 2024Q4: 153,788 shares; 2025Q1: 165,034 shares 165,034 $15.1M 0.06% +11,246 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,915 shares; 2024Q2: 54,677 shares; 2024Q3: 52,854 shares; 2024Q4: 50,462 shares; 2025Q1: 57,758 shares 57,758 $15.1M 0.06% +7,296 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,595 shares; 2024Q2: 181,381 shares; 2024Q3: 195,784 shares; 2024Q4: 325,378 shares; 2025Q1: 265,361 shares 265,361 $14.7M 0.06% -60,017 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 288,441 shares; 2024Q2: 272,587 shares; 2024Q3: 252,945 shares; 2024Q4: 190,634 shares; 2025Q1: 169,039 shares 169,039 $14.7M 0.06% -21,595 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,770 shares; 2024Q2: 33,933 shares; 2024Q3: 33,822 shares; 2024Q4: 30,873 shares; 2025Q1: 34,197 shares 34,197 $14.7M 0.06% +3,324 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,251 shares; 2024Q2: 4,342 shares; 2024Q3: 4,045 shares; 2024Q4: 4,262 shares; 2025Q1: 3,839 shares 3,839 $14.6M 0.06% -423 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,664 shares; 2024Q2: 39,351 shares; 2024Q3: 40,243 shares; 2024Q4: 61,864 shares; 2025Q1: 62,566 shares 62,566 $14.6M 0.06% +702 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 280,749 shares; 2024Q2: 207,648 shares; 2024Q3: 215,316 shares; 2024Q4: 228,318 shares; 2025Q1: 291,836 shares 291,836 $14.5M 0.06% +63,518 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 165,196 shares; 2024Q2: 186,084 shares; 2024Q3: 233,698 shares; 2024Q4: 276,524 shares; 2025Q1: 177,205 shares 177,205 $14.5M 0.06% -99,319 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 85,124 shares; 2024Q2: 84,580 shares; 2024Q3: 84,130 shares; 2024Q4: 87,351 shares; 2025Q1: 90,467 shares 90,467 $14.4M 0.06% +3,116 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 224,648 shares; 2024Q2: 190,712 shares; 2024Q3: 186,342 shares; 2024Q4: 270,056 shares; 2025Q1: 184,118 shares 184,118 $14.4M 0.06% -85,938 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175,475 shares; 2024Q2: 169,283 shares; 2024Q3: 159,223 shares; 2024Q4: 145,608 shares; 2025Q1: 129,215 shares 129,215 $14.4M 0.06% -16,393 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 162,864 shares; 2024Q2: 160,114 shares; 2024Q3: 157,430 shares; 2024Q4: 153,239 shares; 2025Q1: 147,148 shares 147,148 $14.3M 0.06% -6,091 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 207,362 shares; 2024Q2: 202,053 shares; 2024Q3: 200,198 shares; 2024Q4: 169,926 shares; 2025Q1: 171,244 shares 171,244 $14.3M 0.06% +1,318 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,019 shares; 2024Q2: 75,173 shares; 2024Q3: 71,194 shares; 2024Q4: 70,139 shares; 2025Q1: 68,054 shares 68,054 $14.2M 0.06% -2,085 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 223,747 shares; 2024Q2: 135,209 shares; 2024Q3: 144,766 shares; 2024Q4: 143,938 shares; 2025Q1: 119,546 shares 119,546 $14M 0.06% -24,392 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 336,206 shares; 2024Q2: 309,460 shares; 2024Q3: 273,780 shares; 2024Q4: 247,255 shares; 2025Q1: 245,286 shares 245,286 $13.9M 0.06% -1,969 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,657 shares; 2024Q4: 62,416 shares; 2025Q1: 69,331 shares 69,331 $13.8M 0.06% +6,915 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 172,251 shares; 2024Q2: 177,122 shares; 2024Q3: 177,525 shares; 2024Q4: 148,881 shares; 2025Q1: 172,142 shares 172,142 $13.8M 0.06% +23,261 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,019 shares; 2024Q2: 55,054 shares; 2024Q3: 46,159 shares; 2024Q4: 45,727 shares; 2025Q1: 53,191 shares 53,191 $13.7M 0.06% +7,464 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 146,300 shares; 2024Q4: 121,158 shares; 2025Q1: 235,803 shares 235,803 $13.7M 0.06% +114,645 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,424 shares; 2024Q2: 137,245 shares; 2024Q3: 146,816 shares; 2024Q4: 141,287 shares; 2025Q1: 137,742 shares 137,742 $13.7M 0.06% -3,545 Timeline XLE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,119 shares; 2024Q2: 130,325 shares; 2024Q3: 124,764 shares; 2024Q4: 129,482 shares; 2025Q1: 146,050 shares 146,050 $13.6M 0.06% +16,568 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188,084 shares; 2024Q2: 273,025 shares; 2024Q3: 273,022 shares; 2024Q4: 339,095 shares; 2025Q1: 360,186 shares 360,186 $13.6M 0.06% +21,091 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191,525 shares; 2024Q2: 193,382 shares; 2024Q3: 220,756 shares; 2024Q4: 301,612 shares; 2025Q1: 294,475 shares 294,475 $13.6M 0.06% -7,137 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 217,435 shares; 2024Q2: 217,137 shares; 2024Q3: 210,491 shares; 2024Q4: 209,641 shares; 2025Q1: 231,538 shares 231,538 $13.5M 0.06% +21,897 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,390 shares; 2024Q4: 121,213 shares; 2025Q1: 188,093 shares 188,093 $13.4M 0.06% +66,880 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,930 shares; 2024Q2: 59,804 shares; 2024Q3: 63,937 shares; 2024Q4: 63,804 shares; 2025Q1: 66,550 shares 66,550 $13.4M 0.06% +2,746 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,721 shares; 2024Q2: 135,647 shares; 2024Q3: 146,435 shares; 2024Q4: 146,273 shares; 2025Q1: 159,880 shares 159,880 $13.4M 0.06% +13,607 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114,030 shares; 2024Q2: 106,097 shares; 2024Q3: 106,291 shares; 2024Q4: 103,515 shares; 2025Q1: 105,447 shares 105,447 $13.3M 0.06% +1,932 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175,883 shares; 2024Q2: 167,900 shares; 2024Q3: 158,819 shares; 2024Q4: 140,835 shares; 2025Q1: 49,955 shares 49,955 $13.2M 0.06% -90,880 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,977 shares; 2024Q2: 94,200 shares; 2024Q3: 96,561 shares; 2024Q4: 96,453 shares; 2025Q1: 108,203 shares 108,203 $13.1M 0.06% +11,750 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125,807 shares; 2024Q2: 123,111 shares; 2024Q3: 127,305 shares; 2024Q4: 122,497 shares; 2025Q1: 119,689 shares 119,689 $13.1M 0.05% -2,808 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,118 shares; 2024Q2: 20,399 shares; 2024Q3: 17,560 shares; 2024Q4: 17,113 shares; 2025Q1: 244,754 shares 244,754 $13M 0.05% +227,641 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,612 shares; 2024Q2: 126,382 shares; 2024Q3: 134,868 shares; 2024Q4: 135,440 shares; 2025Q1: 128,118 shares 128,118 $12.9M 0.05% -7,322 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,202 shares; 2024Q2: 90,852 shares; 2024Q3: 89,944 shares; 2024Q4: 94,047 shares; 2025Q1: 88,388 shares 88,388 $12.9M 0.05% -5,659 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,199 shares; 2024Q2: 69,194 shares; 2024Q3: 71,258 shares; 2024Q4: 68,391 shares; 2025Q1: 112,204 shares 112,204 $12.8M 0.05% +43,813 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 140,801 shares; 2024Q2: 142,115 shares; 2024Q3: 161,784 shares; 2024Q4: 213,968 shares; 2025Q1: 243,680 shares 243,680 $12.8M 0.05% +29,712 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 413,282 shares; 2024Q2: 404,447 shares; 2024Q3: 408,331 shares; 2024Q4: 349,570 shares; 2025Q1: 364,916 shares 364,916 $12.7M 0.05% +15,346 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 123,021 shares; 2024Q2: 147,910 shares; 2024Q3: 85,023 shares; 2024Q4: 84,392 shares; 2025Q1: 99,800 shares 99,800 $12.7M 0.05% +15,408 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,460 shares; 2024Q2: 43,131 shares; 2024Q3: 37,963 shares; 2024Q4: 35,856 shares; 2025Q1: 36,571 shares 36,571 $12.6M 0.05% +715 Timeline JPST 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 305,901 shares; 2024Q2: 291,467 shares; 2024Q3: 284,635 shares; 2024Q4: 286,907 shares; 2025Q1: 249,001 shares 249,001 $12.6M 0.05% -37,906 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 259,866 shares; 2024Q2: 276,392 shares; 2024Q3: 256,478 shares; 2024Q4: 238,196 shares; 2025Q1: 256,061 shares 256,061 $12.5M 0.05% +17,865 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,163 shares; 2024Q2: 88,390 shares; 2024Q3: 89,425 shares; 2024Q4: 88,867 shares; 2025Q1: 101,962 shares 101,962 $12.5M 0.05% +13,095 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200,094 shares; 2024Q2: 198,625 shares; 2024Q3: 200,850 shares; 2024Q4: 187,462 shares; 2025Q1: 164,895 shares 164,895 $12.4M 0.05% -22,567 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,437 shares; 2024Q2: 51,146 shares; 2024Q3: 68,795 shares; 2024Q4: 86,267 shares; 2025Q1: 94,739 shares 94,739 $12.2M 0.05% +8,472 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,511 shares; 2024Q2: 188,061 shares; 2024Q3: 226,713 shares; 2024Q4: 249,955 shares; 2025Q1: 245,133 shares 245,133 $12.2M 0.05% -4,822 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,575 shares; 2024Q2: 72,993 shares; 2024Q3: 76,085 shares; 2024Q4: 16,255 shares; 2025Q1: 69,251 shares 69,251 $12.1M 0.05% +52,996 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,361 shares; 2024Q2: 208,240 shares; 2024Q3: 206,709 shares; 2024Q4: 213,936 shares; 2025Q1: 200,081 shares 200,081 $12.1M 0.05% -13,855 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,147 shares; 2024Q2: 125,300 shares; 2024Q3: 124,662 shares; 2024Q4: 123,282 shares; 2025Q1: 118,453 shares 118,453 $12.1M 0.05% -4,829 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,041 shares; 2024Q2: 153,959 shares; 2024Q3: 153,621 shares; 2024Q4: 136,914 shares; 2025Q1: 144,038 shares 144,038 $12.1M 0.05% +7,124 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,249 shares; 2024Q2: 107,280 shares; 2024Q3: 108,863 shares; 2024Q4: 98,115 shares; 2025Q1: 103,424 shares 103,424 $12M 0.05% +5,309 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182,526 shares; 2024Q2: 190,787 shares; 2024Q3: 191,911 shares; 2024Q4: 191,375 shares; 2025Q1: 167,387 shares 167,387 $11.9M 0.05% -23,988 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,825 shares; 2024Q2: 68,055 shares; 2024Q3: 66,183 shares; 2024Q4: 59,675 shares; 2025Q1: 69,259 shares 69,259 $11.9M 0.05% +9,584 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,203 shares; 2024Q2: 38,530 shares; 2024Q3: 45,894 shares; 2024Q4: 57,701 shares; 2025Q1: 80,878 shares 80,878 $11.9M 0.05% +23,177 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,879 shares; 2024Q2: 90,429 shares; 2024Q3: 88,125 shares; 2024Q4: 86,280 shares; 2025Q1: 75,300 shares 75,300 $11.8M 0.05% -10,980 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170,370 shares; 2024Q2: 164,393 shares; 2024Q3: 161,184 shares; 2024Q4: 153,030 shares; 2025Q1: 152,663 shares 152,663 $11.8M 0.05% -367 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,241 shares; 2024Q2: 127,770 shares; 2024Q3: 129,113 shares; 2024Q4: 133,280 shares; 2025Q1: 172,259 shares 172,259 $11.8M 0.05% +38,979 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151,865 shares; 2024Q2: 154,718 shares; 2024Q3: 146,628 shares; 2024Q4: 135,593 shares; 2025Q1: 131,090 shares 131,090 $11.7M 0.05% -4,503 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125,411 shares; 2024Q2: 124,509 shares; 2024Q3: 120,911 shares; 2024Q4: 95,107 shares; 2025Q1: 97,961 shares 97,961 $11.7M 0.05% +2,854 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 174,784 shares; 2024Q2: 186,341 shares; 2024Q3: 123,028 shares; 2024Q4: 203,372 shares; 2025Q1: 215,125 shares 215,125 $11.7M 0.05% +11,753 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,887 shares; 2024Q2: 17,853 shares; 2024Q3: 17,856 shares; 2024Q4: 16,991 shares; 2025Q1: 20,085 shares 20,085 $11.7M 0.05% +3,094 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 287,135 shares; 2024Q2: 293,231 shares; 2024Q3: 302,393 shares; 2024Q4: 283,612 shares; 2025Q1: 302,038 shares 302,038 $11.4M 0.05% +18,426 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,093 shares; 2024Q2: 65,707 shares; 2024Q3: 64,417 shares; 2024Q4: 59,478 shares; 2025Q1: 71,430 shares 71,430 $11.4M 0.05% +11,952 Timeline XLY 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,970 shares; 2024Q2: 62,320 shares; 2024Q3: 58,916 shares; 2024Q4: 59,041 shares; 2025Q1: 57,582 shares 57,582 $11.4M 0.05% -1,459 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 242,724 shares; 2024Q2: 222,706 shares; 2024Q3: 220,884 shares; 2024Q4: 202,528 shares; 2025Q1: 193,266 shares 193,266 $11.3M 0.05% -9,262 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,427 shares; 2024Q2: 25,367 shares; 2024Q3: 24,504 shares; 2024Q4: 26,349 shares; 2025Q1: 26,907 shares 26,907 $11.3M 0.05% +558 Timeline XLI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,422 shares; 2024Q2: 83,247 shares; 2024Q3: 85,049 shares; 2024Q4: 85,344 shares; 2025Q1: 85,088 shares 85,088 $11.2M 0.05% -256 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,483 shares; 2024Q2: 48,395 shares; 2024Q3: 47,815 shares; 2024Q4: 44,542 shares; 2025Q1: 45,344 shares 45,344 $11.1M 0.05% +802 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,620 shares; 2024Q2: 22,735 shares; 2024Q3: 26,436 shares; 2024Q4: 23,520 shares; 2025Q1: 23,950 shares 23,950 $11M 0.05% +430 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,807 shares; 2024Q2: 110,774 shares; 2024Q3: 109,311 shares; 2024Q4: 124,063 shares; 2025Q1: 117,272 shares 117,272 $11M 0.05% -6,791 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,004 shares; 2024Q2: 16,615 shares; 2024Q3: 48,283 shares; 2024Q4: 40,975 shares; 2025Q1: 22,526 shares 22,526 $11M 0.05% -18,449 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,209 shares; 2024Q2: 47,149 shares; 2024Q3: 42,637 shares; 2024Q4: 41,738 shares; 2025Q1: 46,886 shares 46,886 $10.9M 0.05% +5,148 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,233 shares; 2024Q2: 44,914 shares; 2024Q3: 46,146 shares; 2024Q4: 49,185 shares; 2025Q1: 74,229 shares 74,229 $10.9M 0.05% +25,044 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,420 shares; 2024Q2: 165,207 shares; 2024Q3: 99,199 shares; 2024Q4: 199,879 shares; 2025Q1: 248,534 shares 248,534 $10.8M 0.05% +48,655 Timeline PZA 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 521,466 shares; 2024Q2: 532,473 shares; 2024Q3: 501,033 shares; 2024Q4: 500,006 shares; 2025Q1: 470,189 shares 470,189 $10.8M 0.05% -29,817 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 900 shares; 2024Q3: 132,742 shares; 2024Q4: 218,506 shares; 2025Q1: 358,359 shares 358,359 $10.8M 0.05% +139,853 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 165,726 shares; 2024Q2: 159,593 shares; 2024Q3: 158,369 shares; 2024Q4: 151,501 shares; 2025Q1: 144,616 shares 144,616 $10.8M 0.05% -6,885 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135,334 shares; 2024Q2: 120,827 shares; 2024Q3: 113,783 shares; 2024Q4: 113,179 shares; 2025Q1: 110,106 shares 110,106 $10.7M 0.05% -3,073 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,797 shares; 2024Q2: 46,353 shares; 2024Q3: 45,803 shares; 2024Q4: 45,771 shares; 2025Q1: 43,863 shares 43,863 $10.6M 0.04% -1,908 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97,213 shares; 2024Q2: 74,749 shares; 2024Q3: 91,039 shares; 2024Q4: 76,245 shares; 2025Q1: 76,868 shares 76,868 $10.6M 0.04% +623 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,007 shares; 2024Q2: 63,371 shares; 2024Q3: 66,839 shares; 2024Q4: 66,330 shares; 2025Q1: 61,973 shares 61,973 $10.6M 0.04% -4,357 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,850 shares; 2024Q2: 118,684 shares; 2024Q3: 104,588 shares; 2024Q4: 107,823 shares; 2025Q1: 130,919 shares 130,919 $10.6M 0.04% +23,096 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,134 shares; 2024Q2: 124,328 shares; 2024Q3: 116,780 shares; 2024Q4: 114,288 shares; 2025Q1: 126,516 shares 126,516 $10.6M 0.04% +12,228 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 436,413 shares; 2024Q2: 285,623 shares; 2024Q3: 319,058 shares; 2024Q4: 318,713 shares; 2025Q1: 146,322 shares 146,322 $10.6M 0.04% -172,391 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,596 shares; 2024Q2: 40,649 shares; 2024Q3: 38,740 shares; 2024Q4: 74,910 shares; 2025Q1: 77,142 shares 77,142 $10.6M 0.04% +2,232 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,518 shares; 2024Q2: 91,258 shares; 2024Q3: 84,273 shares; 2024Q4: 93,645 shares; 2025Q1: 80,700 shares 80,700 $10.6M 0.04% -12,945 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,183 shares; 2024Q2: 93,853 shares; 2024Q3: 100,110 shares; 2024Q4: 96,106 shares; 2025Q1: 96,411 shares 96,411 $10.5M 0.04% +305 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,625 shares; 2024Q2: 34,555 shares; 2024Q3: 33,123 shares; 2024Q4: 33,689 shares; 2025Q1: 33,510 shares 33,510 $10.5M 0.04% -179 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,381 shares; 2024Q2: 101,414 shares; 2024Q3: 98,134 shares; 2024Q4: 98,422 shares; 2025Q1: 95,381 shares 95,381 $10.5M 0.04% -3,041 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,717 shares; 2024Q2: 131,505 shares; 2024Q3: 117,056 shares; 2024Q4: 118,504 shares; 2025Q1: 154,601 shares 154,601 $10.5M 0.04% +36,097 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 296,454 shares; 2024Q2: 291,887 shares; 2024Q3: 250,282 shares; 2024Q4: 259,937 shares; 2025Q1: 255,001 shares 255,001 $10.4M 0.04% -4,936 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,868 shares; 2024Q2: 265,547 shares; 2024Q3: 254,860 shares; 2024Q4: 233,989 shares; 2025Q1: 220,186 shares 220,186 $10.4M 0.04% -13,803 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141,813 shares; 2024Q2: 146,911 shares; 2024Q3: 161,070 shares; 2024Q4: 148,645 shares; 2025Q1: 146,276 shares 146,276 $10.4M 0.04% -2,369 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 111,358 shares; 2024Q2: 107,260 shares; 2024Q3: 101,244 shares; 2024Q4: 97,554 shares; 2025Q1: 125,788 shares 125,788 $10.4M 0.04% +28,234 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209,802 shares; 2024Q2: 154,446 shares; 2024Q3: 165,906 shares; 2024Q4: 100,460 shares; 2025Q1: 113,678 shares 113,678 $10.3M 0.04% +13,218 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 774,261 shares; 2024Q2: 951,516 shares; 2024Q3: 1,064,988 shares; 2024Q4: 1,003,804 shares; 2025Q1: 1,144,678 shares 1,144,678 $10.3M 0.04% +140,874 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135,220 shares; 2024Q2: 137,999 shares; 2024Q3: 110,577 shares; 2024Q4: 100,537 shares; 2025Q1: 88,839 shares 88,839 $10.3M 0.04% -11,698 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,135 shares; 2024Q2: 88,577 shares; 2024Q3: 85,171 shares; 2024Q4: 93,890 shares; 2025Q1: 85,918 shares 85,918 $10.3M 0.04% -7,972 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100,035 shares; 2024Q2: 100,341 shares; 2024Q3: 104,047 shares; 2024Q4: 90,232 shares; 2025Q1: 91,756 shares 91,756 $10.2M 0.04% +1,524 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100,565 shares; 2024Q2: 91,771 shares; 2024Q3: 89,569 shares; 2024Q4: 92,972 shares; 2025Q1: 92,729 shares 92,729 $10.2M 0.04% -243 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,024 shares; 2024Q2: 27,663 shares; 2024Q3: 24,278 shares; 2024Q4: 23,517 shares; 2025Q1: 54,133 shares 54,133 $10.1M 0.04% +30,616 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,007 shares; 2024Q2: 90,622 shares; 2024Q3: 79,119 shares; 2024Q4: 81,449 shares; 2025Q1: 81,384 shares 81,384 $10.1M 0.04% -65 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,806 shares; 2024Q2: 14,802 shares; 2024Q3: 13,385 shares; 2024Q4: 13,886 shares; 2025Q1: 17,453 shares 17,453 $9.97M 0.04% +3,567 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,727 shares; 2024Q2: 46,887 shares; 2024Q3: 44,989 shares; 2024Q4: 41,651 shares; 2025Q1: 40,707 shares 40,707 $9.96M 0.04% -944 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 291,683 shares; 2024Q2: 268,124 shares; 2024Q3: 261,680 shares; 2024Q4: 312,466 shares; 2025Q1: 510,632 shares 510,632 $9.92M 0.04% +198,166 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,350 shares; 2024Q2: 18,939 shares; 2024Q3: 19,023 shares; 2024Q4: 17,365 shares; 2025Q1: 15,828 shares 15,828 $9.92M 0.04% -1,537 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 203,913 shares; 2024Q2: 201,646 shares; 2024Q3: 203,992 shares; 2024Q4: 195,212 shares; 2025Q1: 212,037 shares 212,037 $9.77M 0.04% +16,825 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,806 shares; 2024Q2: 166,180 shares; 2024Q3: 237,022 shares; 2024Q4: 235,464 shares; 2025Q1: 243,109 shares 243,109 $9.77M 0.04% +7,645 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,496 shares; 2024Q2: 153,261 shares; 2024Q3: 149,745 shares; 2024Q4: 145,796 shares; 2025Q1: 180,707 shares 180,707 $9.76M 0.04% +34,911 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170,800 shares; 2024Q2: 134,736 shares; 2024Q3: 131,126 shares; 2024Q4: 129,095 shares; 2025Q1: 129,889 shares 129,889 $9.76M 0.04% +794 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,843 shares; 2024Q2: 107,736 shares; 2024Q3: 106,368 shares; 2024Q4: 100,722 shares; 2025Q1: 94,038 shares 94,038 $9.7M 0.04% -6,684 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,599 shares; 2024Q2: 24,944 shares; 2024Q3: 27,701 shares; 2024Q4: 31,728 shares; 2025Q1: 45,221 shares 45,221 $9.6M 0.04% +13,493 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,514 shares; 2024Q2: 87,983 shares; 2024Q3: 82,044 shares; 2024Q4: 89,450 shares; 2025Q1: 82,437 shares 82,437 $9.59M 0.04% -7,013 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113,657 shares; 2024Q2: 109,408 shares; 2024Q3: 108,076 shares; 2024Q4: 105,339 shares; 2025Q1: 80,493 shares 80,493 $9.59M 0.04% -24,846 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,182 shares; 2024Q2: 83,418 shares; 2024Q3: 81,532 shares; 2024Q4: 71,283 shares; 2025Q1: 72,541 shares 72,541 $9.58M 0.04% +1,258 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,159 shares; 2024Q2: 19,982 shares; 2024Q3: 18,628 shares; 2024Q4: 19,764 shares; 2025Q1: 52,168 shares 52,168 $9.53M 0.04% +32,404 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,456 shares; 2024Q2: 57,463 shares; 2024Q3: 53,932 shares; 2024Q4: 50,376 shares; 2025Q1: 55,667 shares 55,667 $9.52M 0.04% +5,291 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,296 shares; 2024Q2: 124,176 shares; 2024Q3: 123,112 shares; 2024Q4: 122,870 shares; 2025Q1: 129,142 shares 129,142 $9.5M 0.04% +6,272 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,306 shares; 2024Q2: 15,360 shares; 2024Q3: 15,551 shares; 2024Q4: 14,187 shares; 2025Q1: 14,976 shares 14,976 $9.5M 0.04% +789 Timeline LMBS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 171,415 shares; 2024Q2: 173,987 shares; 2024Q3: 178,308 shares; 2024Q4: 169,992 shares; 2025Q1: 193,195 shares 193,195 $9.5M 0.04% +23,203 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125,806 shares; 2024Q2: 126,114 shares; 2024Q3: 124,435 shares; 2024Q4: 182,232 shares; 2025Q1: 218,362 shares 218,362 $9.41M 0.04% +36,130 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,506 shares; 2024Q2: 36,035 shares; 2024Q3: 29,303 shares; 2024Q4: 30,606 shares; 2025Q1: 33,069 shares 33,069 $9.41M 0.04% +2,463 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 38 shares; 2024Q3: 263,253 shares; 2024Q4: 15,916 shares; 2025Q1: 157,229 shares 157,229 $9.38M 0.04% +141,313 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,257 shares; 2024Q2: 136,169 shares; 2024Q3: 127,582 shares; 2024Q4: 124,482 shares; 2025Q1: 113,015 shares 113,015 $9.3M 0.04% -11,467 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 82,047 shares; 2024Q2: 34,595 shares; 2024Q3: 56,912 shares; 2024Q4: 52,804 shares; 2025Q1: 51,510 shares 51,510 $9.28M 0.04% -1,294 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,380 shares; 2024Q2: 69,005 shares; 2024Q3: 53,471 shares; 2024Q4: 50,783 shares; 2025Q1: 51,184 shares 51,184 $9.27M 0.04% +401 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,341 shares; 2024Q2: 22,650 shares; 2024Q3: 22,861 shares; 2024Q4: 24,704 shares; 2025Q1: 29,111 shares 29,111 $9.27M 0.04% +4,407 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,937 shares; 2024Q2: 37,684 shares; 2024Q3: 39,460 shares; 2024Q4: 39,158 shares; 2025Q1: 41,269 shares 41,269 $9.24M 0.04% +2,111 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 395,784 shares; 2024Q2: 390,085 shares; 2024Q3: 384,608 shares; 2024Q4: 374,665 shares; 2025Q1: 456,370 shares 456,370 $9.23M 0.04% +81,705 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,105 shares; 2024Q2: 88,255 shares; 2024Q3: 87,513 shares; 2024Q4: 85,637 shares; 2025Q1: 83,297 shares 83,297 $9.21M 0.04% -2,340 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,066 shares; 2024Q2: 97,397 shares; 2024Q3: 90,061 shares; 2024Q4: 85,287 shares; 2025Q1: 74,422 shares 74,422 $9.21M 0.04% -10,865 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 193,108 shares; 2024Q2: 203,233 shares; 2024Q3: 184,123 shares; 2024Q4: 169,634 shares; 2025Q1: 164,028 shares 164,028 $9.2M 0.04% -5,606 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,227 shares; 2024Q2: 40,731 shares; 2024Q3: 70,234 shares; 2024Q4: 131,316 shares; 2025Q1: 139,232 shares 139,232 $9.19M 0.04% +7,916 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,773 shares; 2024Q2: 121,235 shares; 2024Q3: 113,245 shares; 2024Q4: 107,339 shares; 2025Q1: 119,616 shares 119,616 $9.15M 0.04% +12,277 Timeline PAYCOR HCM INC PAYCOR HCM INC More: the full row for PAYCOR HCM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 487,747 shares; 2024Q2: 500,071 shares; 2024Q3: 499,893 shares; 2024Q4: 516,533 shares; 2025Q1: 406,354 shares 406,354 $9.12M 0.04% -110,179 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 169,840 shares; 2024Q2: 167,055 shares; 2024Q3: 135,949 shares; 2024Q4: 126,262 shares; 2025Q1: 125,690 shares 125,690 $9.11M 0.04% -572 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,890 shares; 2024Q2: 173,963 shares; 2024Q3: 176,216 shares; 2024Q4: 246,583 shares; 2025Q1: 250,129 shares 250,129 $9.11M 0.04% +3,546 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182,199 shares; 2024Q2: 165,345 shares; 2024Q3: 173,279 shares; 2024Q4: 183,408 shares; 2025Q1: 154,139 shares 154,139 $9.08M 0.04% -29,269 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,935 shares; 2024Q2: 3,984 shares; 2024Q3: 4,322 shares; 2024Q4: 12,717 shares; 2025Q1: 26,960 shares 26,960 $9.08M 0.04% +14,243 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,921 shares; 2024Q2: 36,874 shares; 2024Q3: 36,381 shares; 2024Q4: 37,832 shares; 2025Q1: 35,652 shares 35,652 $9.06M 0.04% -2,180 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 202,303 shares; 2024Q2: 199,522 shares; 2024Q3: 163,145 shares; 2024Q4: 156,867 shares; 2025Q1: 151,463 shares 151,463 $9.06M 0.04% -5,404 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,388 shares; 2024Q2: 68,440 shares; 2024Q3: 65,727 shares; 2024Q4: 68,430 shares; 2025Q1: 65,439 shares 65,439 $9.05M 0.04% -2,991 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,213 shares; 2024Q2: 38,342 shares; 2024Q3: 38,467 shares; 2024Q4: 41,521 shares; 2025Q1: 49,020 shares 49,020 $8.95M 0.04% +7,499 Timeline BEACON ROOFING SUPPLY INC BEACON ROOFING SUPPLY INC More: the full row for BEACON ROOFING SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89,967 shares; 2024Q2: 71,730 shares; 2024Q3: 80,888 shares; 2024Q4: 117,323 shares; 2025Q1: 72,088 shares 72,088 $8.92M 0.04% -45,235 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,094 shares; 2024Q2: 54,924 shares; 2024Q3: 42,599 shares; 2024Q4: 37,772 shares; 2025Q1: 37,109 shares 37,109 $8.84M 0.04% -663 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,691 shares; 2024Q2: 32,142 shares; 2024Q3: 30,158 shares; 2024Q4: 23,797 shares; 2025Q1: 23,888 shares 23,888 $8.83M 0.04% +91 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,106 shares; 2024Q2: 58,039 shares; 2024Q3: 63,594 shares; 2024Q4: 68,511 shares; 2025Q1: 69,112 shares 69,112 $8.78M 0.04% +601 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,473 shares; 2024Q2: 21,373 shares; 2024Q3: 28,556 shares; 2024Q4: 36,295 shares; 2025Q1: 29,887 shares 29,887 $8.77M 0.04% -6,408 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,569 shares; 2024Q2: 79,659 shares; 2024Q3: 76,218 shares; 2024Q4: 75,647 shares; 2025Q1: 67,909 shares 67,909 $8.77M 0.04% -7,738 Timeline XLC 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,168 shares; 2024Q2: 86,456 shares; 2024Q3: 84,295 shares; 2024Q4: 87,947 shares; 2025Q1: 90,175 shares 90,175 $8.7M 0.04% +2,228 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,266 shares; 2024Q2: 121,031 shares; 2024Q3: 141,438 shares; 2024Q4: 168,230 shares; 2025Q1: 178,344 shares 178,344 $8.64M 0.04% +10,114 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 123,005 shares; 2024Q2: 127,476 shares; 2024Q3: 117,309 shares; 2024Q4: 69,516 shares; 2025Q1: 67,337 shares 67,337 $8.61M 0.04% -2,179 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 286,423 shares; 2024Q2: 260,150 shares; 2024Q3: 278,221 shares; 2024Q4: 287,457 shares; 2025Q1: 300,238 shares 300,238 $8.58M 0.04% +12,781 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,977 shares; 2024Q2: 55,986 shares; 2024Q3: 57,406 shares; 2024Q4: 52,610 shares; 2025Q1: 53,587 shares 53,587 $8.56M 0.04% +977 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 122,532 shares; 2024Q2: 116,246 shares; 2024Q3: 111,932 shares; 2024Q4: 105,884 shares; 2025Q1: 114,458 shares 114,458 $8.55M 0.04% +8,574 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,857 shares; 2024Q2: 33,554 shares; 2024Q3: 30,506 shares; 2024Q4: 28,743 shares; 2025Q1: 28,651 shares 28,651 $8.53M 0.04% -92 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 216,060 shares; 2024Q2: 192,478 shares; 2024Q3: 191,975 shares; 2024Q4: 193,610 shares; 2025Q1: 190,877 shares 190,877 $8.52M 0.04% -2,733 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,748 shares; 2024Q2: 41,933 shares; 2024Q3: 30,815 shares; 2024Q4: 57,634 shares; 2025Q1: 105,570 shares 105,570 $8.48M 0.04% +47,936 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,210 shares; 2024Q2: 107,914 shares; 2024Q3: 106,128 shares; 2024Q4: 110,870 shares; 2025Q1: 107,143 shares 107,143 $8.35M 0.04% -3,727 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,629 shares; 2024Q2: 13,009 shares; 2024Q3: 17,041 shares; 2024Q4: 50,274 shares; 2025Q1: 129,947 shares 129,947 $8.33M 0.03% +79,673 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,397 shares; 2024Q2: 140,675 shares; 2024Q3: 139,377 shares; 2024Q4: 185,144 shares; 2025Q1: 250,596 shares 250,596 $8.32M 0.03% +65,452 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 145,409 shares; 2024Q2: 133,349 shares; 2024Q3: 125,167 shares; 2024Q4: 171,481 shares; 2025Q1: 159,494 shares 159,494 $8.31M 0.03% -11,987 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 207,044 shares; 2024Q2: 211,463 shares; 2024Q3: 199,968 shares; 2024Q4: 183,856 shares; 2025Q1: 186,919 shares 186,919 $8.22M 0.03% +3,063 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 173,566 shares; 2024Q2: 170,647 shares; 2024Q3: 145,860 shares; 2024Q4: 137,098 shares; 2025Q1: 125,966 shares 125,966 $8.2M 0.03% -11,132 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,619 shares; 2024Q2: 82,825 shares; 2024Q3: 73,104 shares; 2024Q4: 71,026 shares; 2025Q1: 70,640 shares 70,640 $8.17M 0.03% -386 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,595 shares; 2024Q2: 58,272 shares; 2024Q3: 54,079 shares; 2024Q4: 52,425 shares; 2025Q1: 50,633 shares 50,633 $8.13M 0.03% -1,792 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 162,123 shares; 2024Q2: 335,383 shares; 2024Q3: 345,606 shares; 2024Q4: 359,670 shares; 2025Q1: 102,256 shares 102,256 $8.07M 0.03% -257,414 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,556 shares; 2024Q2: 28,910 shares; 2024Q3: 64,514 shares; 2024Q4: 71,203 shares; 2025Q1: 88,496 shares 88,496 $8.07M 0.03% +17,293 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,775 shares; 2024Q2: 55,376 shares; 2024Q3: 58,117 shares; 2024Q4: 96,644 shares; 2025Q1: 94,124 shares 94,124 $8.05M 0.03% -2,520 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,176 shares; 2024Q2: 74,751 shares; 2024Q3: 74,372 shares; 2024Q4: 74,458 shares; 2025Q1: 75,687 shares 75,687 $8.02M 0.03% +1,229 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110,086 shares; 2024Q2: 112,033 shares; 2024Q3: 103,664 shares; 2024Q4: 120,608 shares; 2025Q1: 135,749 shares 135,749 $7.97M 0.03% +15,141 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,535 shares; 2024Q2: 32,289 shares; 2024Q3: 30,807 shares; 2024Q4: 30,053 shares; 2025Q1: 280,993 shares 280,993 $7.95M 0.03% +250,940 Timeline FTSM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,009 shares; 2024Q2: 101,964 shares; 2024Q3: 120,840 shares; 2024Q4: 138,432 shares; 2025Q1: 132,678 shares 132,678 $7.94M 0.03% -5,754 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,999 shares; 2024Q2: 89,854 shares; 2024Q3: 89,401 shares; 2024Q4: 89,130 shares; 2025Q1: 104,277 shares 104,277 $7.92M 0.03% +15,147 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 230,848 shares; 2024Q2: 232,158 shares; 2024Q3: 195,275 shares; 2024Q4: 194,337 shares; 2025Q1: 225,865 shares 225,865 $7.91M 0.03% +31,528 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 149,131 shares; 2024Q2: 132,824 shares; 2024Q3: 139,797 shares; 2024Q4: 119,793 shares; 2025Q1: 116,711 shares 116,711 $7.9M 0.03% -3,082 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,952 shares; 2024Q2: 63,174 shares; 2024Q3: 54,608 shares; 2024Q4: 56,388 shares; 2025Q1: 58,592 shares 58,592 $7.88M 0.03% +2,204 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,240 shares; 2024Q2: 17,441 shares; 2024Q3: 15,726 shares; 2024Q4: 16,323 shares; 2025Q1: 89,959 shares 89,959 $7.87M 0.03% +73,636 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,687 shares; 2024Q2: 135,902 shares; 2024Q3: 120,830 shares; 2024Q4: 108,075 shares; 2025Q1: 96,374 shares 96,374 $7.85M 0.03% -11,701 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,382 shares; 2024Q2: 43,112 shares; 2024Q3: 40,919 shares; 2024Q4: 45,957 shares; 2025Q1: 44,659 shares 44,659 $7.85M 0.03% -1,298 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 283,637 shares; 2024Q2: 268,183 shares; 2024Q3: 261,666 shares; 2024Q4: 255,060 shares; 2025Q1: 251,643 shares 251,643 $7.81M 0.03% -3,417 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276,755 shares; 2024Q2: 276,594 shares; 2024Q3: 275,109 shares; 2024Q4: 266,148 shares; 2025Q1: 280,362 shares 280,362 $7.8M 0.03% +14,214 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58,091 shares; 2024Q2: 89,812 shares; 2024Q3: 106,975 shares; 2024Q4: 114,543 shares; 2025Q1: 115,048 shares 115,048 $7.69M 0.03% +505 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58,688 shares; 2024Q2: 56,907 shares; 2024Q3: 55,786 shares; 2024Q4: 53,089 shares; 2025Q1: 51,926 shares 51,926 $7.67M 0.03% -1,163 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177,186 shares; 2024Q2: 185,239 shares; 2024Q3: 189,552 shares; 2024Q4: 146,944 shares; 2025Q1: 158,767 shares 158,767 $7.67M 0.03% +11,823 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150,608 shares; 2024Q2: 153,460 shares; 2024Q3: 146,672 shares; 2024Q4: 131,952 shares; 2025Q1: 129,590 shares 129,590 $7.65M 0.03% -2,362 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141,243 shares; 2024Q2: 134,217 shares; 2024Q3: 125,097 shares; 2024Q4: 186,749 shares; 2025Q1: 146,994 shares 146,994 $7.65M 0.03% -39,755 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 198,165 shares; 2024Q2: 200,969 shares; 2024Q3: 201,902 shares; 2024Q4: 206,155 shares; 2025Q1: 211,686 shares 211,686 $7.64M 0.03% +5,531 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,217 shares; 2024Q2: 30,646 shares; 2024Q3: 28,319 shares; 2024Q4: 26,898 shares; 2025Q1: 26,402 shares 26,402 $7.62M 0.03% -496 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 133,422 shares; 2024Q2: 77,455 shares; 2024Q3: 90,263 shares; 2024Q4: 73,517 shares; 2025Q1: 79,874 shares 79,874 $7.62M 0.03% +6,357 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,003 shares; 2024Q2: 89,178 shares; 2024Q3: 80,050 shares; 2024Q4: 73,767 shares; 2025Q1: 69,986 shares 69,986 $7.61M 0.03% -3,781 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 422,159 shares; 2024Q2: 438,048 shares; 2024Q3: 437,755 shares; 2024Q4: 490,716 shares; 2025Q1: 431,930 shares 431,930 $7.6M 0.03% -58,786 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,185 shares; 2024Q2: 32,377 shares; 2024Q3: 39,036 shares; 2024Q4: 35,072 shares; 2025Q1: 60,059 shares 60,059 $7.6M 0.03% +24,987 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,371 shares; 2024Q2: 46,640 shares; 2024Q3: 47,213 shares; 2024Q4: 48,394 shares; 2025Q1: 41,621 shares 41,621 $7.55M 0.03% -6,773 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,720 shares; 2024Q2: 131,080 shares; 2024Q3: 132,607 shares; 2024Q4: 137,777 shares; 2025Q1: 147,716 shares 147,716 $7.55M 0.03% +9,939 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,486 shares; 2024Q2: 51,112 shares; 2024Q3: 48,220 shares; 2024Q4: 38,357 shares; 2025Q1: 36,165 shares 36,165 $7.51M 0.03% -2,192 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,862 shares; 2024Q2: 29,113 shares; 2024Q3: 28,769 shares; 2024Q4: 28,558 shares; 2025Q1: 30,682 shares 30,682 $7.49M 0.03% +2,124 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,269 shares; 2024Q2: 21,038 shares; 2024Q3: 16,269 shares; 2024Q4: 15,466 shares; 2025Q1: 23,552 shares 23,552 $7.47M 0.03% +8,086 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,600 shares; 2024Q2: 90,201 shares; 2024Q3: 82,712 shares; 2024Q4: 84,398 shares; 2025Q1: 84,976 shares 84,976 $7.46M 0.03% +578 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,120 shares; 2024Q2: 42,893 shares; 2024Q3: 41,769 shares; 2024Q4: 40,492 shares; 2025Q1: 42,722 shares 42,722 $7.36M 0.03% +2,230 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 73,602 shares; 2024Q2: 75,239 shares; 2024Q3: 67,635 shares; 2024Q4: 46,940 shares; 2025Q1: 39,785 shares 39,785 $7.3M 0.03% -7,155 Timeline