LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 881,671 shares; 2024Q2: 1,512,983 shares; 2024Q3: 1,511,620 shares; 2024Q4: 1,503,663 shares; 2025Q1: 1,501,080 shares; 2025Q2: 1,502,660 shares 1,502,660 $1.17B 4.55% +1,580 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,974,398 shares; 2024Q2: 1,948,727 shares; 2024Q3: 1,915,338 shares; 2024Q4: 1,870,932 shares; 2025Q1: 1,820,734 shares; 2025Q2: 1,833,847 shares 1,833,847 $912M 3.54% +13,113 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,041,190 shares; 2024Q2: 3,941,190 shares; 2024Q3: 3,854,007 shares; 2024Q4: 3,729,974 shares; 2025Q1: 3,646,913 shares; 2025Q2: 3,564,329 shares 3,564,329 $731M 2.84% -82,584 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 461,665 shares; 2024Q2: 4,509,407 shares; 2024Q3: 4,527,219 shares; 2024Q4: 4,394,774 shares; 2025Q1: 4,276,763 shares; 2025Q2: 4,253,741 shares 4,253,741 $672M 2.61% -23,022 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,045,286 shares; 2024Q2: 1,011,842 shares; 2024Q3: 1,004,260 shares; 2024Q4: 993,143 shares; 2025Q1: 977,700 shares; 2025Q2: 951,625 shares 951,625 $591M 2.29% -26,075 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,110,801 shares; 2024Q2: 2,096,387 shares; 2024Q3: 2,105,136 shares; 2024Q4: 2,041,355 shares; 2025Q1: 2,025,051 shares; 2025Q2: 2,031,738 shares 2,031,738 $446M 1.73% +6,687 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,257,855 shares; 2024Q2: 1,252,169 shares; 2024Q3: 1,240,920 shares; 2024Q4: 1,204,581 shares; 2025Q1: 1,166,594 shares; 2025Q2: 1,163,368 shares 1,163,368 $337M 1.31% -3,226 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 455,256 shares; 2024Q2: 451,868 shares; 2024Q3: 453,438 shares; 2024Q4: 435,928 shares; 2025Q1: 429,015 shares; 2025Q2: 430,664 shares 430,664 $318M 1.23% +1,649 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,147 shares; 2024Q2: 106,508 shares; 2024Q3: 1,094,981 shares; 2024Q4: 1,074,626 shares; 2025Q1: 1,077,601 shares; 2025Q2: 1,112,683 shares 1,112,683 $307M 1.19% +35,082 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 543,389 shares; 2024Q2: 556,767 shares; 2024Q3: 546,507 shares; 2024Q4: 506,662 shares; 2025Q1: 521,000 shares; 2025Q2: 484,324 shares 484,324 $299M 1.16% -36,676 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 631,223 shares; 2024Q2: 640,577 shares; 2024Q3: 640,801 shares; 2024Q4: 650,691 shares; 2025Q1: 638,403 shares; 2025Q2: 650,888 shares 650,888 $276M 1.07% +12,485 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,515,071 shares; 2024Q2: 1,532,567 shares; 2024Q3: 1,483,113 shares; 2024Q4: 1,446,256 shares; 2025Q1: 1,422,531 shares; 2025Q2: 1,433,577 shares 1,433,577 $253M 0.98% +11,046 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 620,035 shares; 2024Q2: 617,842 shares; 2024Q3: 610,179 shares; 2024Q4: 605,156 shares; 2025Q1: 592,206 shares; 2025Q2: 594,557 shares 594,557 $218M 0.85% +2,351 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 639,136 shares; 2024Q2: 624,847 shares; 2024Q3: 625,334 shares; 2024Q4: 612,101 shares; 2025Q1: 592,661 shares; 2025Q2: 607,788 shares 607,788 $216M 0.84% +15,127 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 989,703 shares; 2024Q2: 1,009,103 shares; 2024Q3: 1,014,517 shares; 2024Q4: 1,086,718 shares; 2025Q1: 1,003,989 shares; 2025Q2: 1,006,251 shares 1,006,251 $195M 0.76% +2,262 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,218,051 shares; 2024Q2: 1,198,682 shares; 2024Q3: 1,184,616 shares; 2024Q4: 1,130,369 shares; 2025Q1: 1,112,876 shares; 2025Q2: 1,081,132 shares 1,081,132 $192M 0.74% -31,744 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 683,658 shares; 2024Q2: 662,867 shares; 2024Q3: 573,298 shares; 2024Q4: 575,484 shares; 2025Q1: 570,148 shares; 2025Q2: 553,572 shares 553,572 $188M 0.73% -16,576 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,725,481 shares; 2024Q2: 1,703,976 shares; 2024Q3: 1,817,929 shares; 2024Q4: 1,889,611 shares; 2025Q1: 1,772,621 shares; 2025Q2: 2,007,111 shares 2,007,111 $179M 0.7% +234,490 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,807,806 shares; 2024Q2: 2,881,681 shares; 2024Q3: 2,827,195 shares; 2024Q4: 2,876,437 shares; 2025Q1: 2,862,493 shares; 2025Q2: 2,799,778 shares 2,799,778 $174M 0.67% -62,715 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 374,085 shares; 2024Q2: 367,055 shares; 2024Q3: 357,551 shares; 2024Q4: 343,892 shares; 2025Q1: 344,789 shares; 2025Q2: 345,376 shares 345,376 $168M 0.65% +587 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,489,949 shares; 2024Q2: 1,570,767 shares; 2024Q3: 1,571,372 shares; 2024Q4: 1,488,457 shares; 2025Q1: 1,487,101 shares; 2025Q2: 1,494,895 shares 1,494,895 $161M 0.63% +7,794 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 604,783 shares; 2024Q2: 611,481 shares; 2024Q3: 659,630 shares; 2024Q4: 860,409 shares; 2025Q1: 658,246 shares; 2025Q2: 1,609,970 shares 1,609,970 $160M 0.62% +951,724 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 879,358 shares; 2024Q2: 877,706 shares; 2024Q3: 861,858 shares; 2024Q4: 838,616 shares; 2025Q1: 830,395 shares; 2025Q2: 825,532 shares 825,532 $153M 0.59% -4,863 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,855,622 shares; 2024Q2: 1,739,769 shares; 2024Q3: 1,631,035 shares; 2024Q4: 1,536,938 shares; 2025Q1: 1,515,321 shares; 2025Q2: 1,515,735 shares 1,515,735 $148M 0.58% +414 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84,440 shares; 2024Q2: 359,241 shares; 2024Q3: 394,458 shares; 2024Q4: 375,073 shares; 2025Q1: 392,539 shares; 2025Q2: 384,074 shares 384,074 $141M 0.55% -8,465 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 934,973 shares; 2024Q2: 914,443 shares; 2024Q3: 919,272 shares; 2024Q4: 880,098 shares; 2025Q1: 880,446 shares; 2025Q2: 873,370 shares 873,370 $133M 0.52% -7,076 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 802,075 shares; 2024Q2: 813,767 shares; 2024Q3: 812,489 shares; 2024Q4: 803,290 shares; 2025Q1: 780,658 shares; 2025Q2: 787,007 shares 787,007 $125M 0.49% +6,349 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,711 shares; 2024Q2: 141,024 shares; 2024Q3: 134,066 shares; 2024Q4: 126,561 shares; 2025Q1: 124,951 shares; 2025Q2: 126,329 shares 126,329 $125M 0.49% +1,378 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 401,195 shares; 2024Q2: 399,847 shares; 2024Q3: 403,199 shares; 2024Q4: 391,126 shares; 2025Q1: 384,390 shares; 2025Q2: 386,417 shares 386,417 $123M 0.48% +2,027 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,204,767 shares; 2024Q2: 1,227,557 shares; 2024Q3: 1,163,446 shares; 2024Q4: 1,159,654 shares; 2025Q1: 1,111,264 shares; 2025Q2: 1,122,636 shares 1,122,636 $123M 0.48% +11,372 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 555,807 shares; 2024Q2: 562,740 shares; 2024Q3: 570,660 shares; 2024Q4: 528,585 shares; 2025Q1: 537,492 shares; 2025Q2: 530,437 shares 530,437 $116M 0.45% -7,055 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,929 shares; 2024Q2: 98,501 shares; 2024Q3: 99,016 shares; 2024Q4: 92,597 shares; 2025Q1: 88,374 shares; 2025Q2: 86,421 shares 86,421 $116M 0.45% -1,953 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 882,679 shares; 2024Q2: 866,606 shares; 2024Q3: 851,297 shares; 2024Q4: 834,743 shares; 2025Q1: 823,842 shares; 2025Q2: 803,591 shares 803,591 $115M 0.45% -20,251 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,772,987 shares; 2024Q2: 1,725,248 shares; 2024Q3: 1,676,916 shares; 2024Q4: 1,662,536 shares; 2025Q1: 1,645,041 shares; 2025Q2: 1,632,729 shares 1,632,729 $113M 0.44% -12,312 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 324,502 shares; 2024Q2: 320,958 shares; 2024Q3: 319,463 shares; 2024Q4: 318,546 shares; 2025Q1: 318,022 shares; 2025Q2: 316,463 shares 316,463 $111M 0.43% -1,559 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 224,042 shares; 2024Q2: 219,892 shares; 2024Q3: 218,941 shares; 2024Q4: 210,845 shares; 2025Q1: 199,422 shares; 2025Q2: 197,734 shares 197,734 $111M 0.43% -1,688 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 837,630 shares; 2024Q2: 806,197 shares; 2024Q3: 772,462 shares; 2024Q4: 747,778 shares; 2025Q1: 737,875 shares; 2025Q2: 755,235 shares 755,235 $110M 0.43% +17,360 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,100,132 shares; 2024Q2: 1,085,249 shares; 2024Q3: 1,022,807 shares; 2024Q4: 989,191 shares; 2025Q1: 984,972 shares; 2025Q2: 985,456 shares 985,456 $108M 0.42% +484 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 827,092 shares; 2024Q2: 827,080 shares; 2024Q3: 820,062 shares; 2024Q4: 802,196 shares; 2025Q1: 784,549 shares; 2025Q2: 787,851 shares 787,851 $107M 0.42% +3,302 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; 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; 2025Q2: 1,561,019 shares 1,561,019 $106M 0.41% +1,975 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,568,616 shares; 2024Q2: 1,562,281 shares; 2024Q3: 1,520,139 shares; 2024Q4: 1,474,046 shares; 2025Q1: 1,460,169 shares; 2025Q2: 1,453,936 shares 1,453,936 $103M 0.4% -6,233 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,018,203 shares; 2024Q2: 1,068,843 shares; 2024Q3: 1,119,902 shares; 2024Q4: 1,229,131 shares; 2025Q1: 1,257,061 shares; 2025Q2: 1,320,899 shares 1,320,899 $102M 0.4% +63,838 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; 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; 2025Q2: 3,459,555 shares 3,459,555 $102M 0.39% -84,771 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,534,112 shares; 2024Q2: 1,499,874 shares; 2024Q3: 1,546,944 shares; 2024Q4: 1,233,590 shares; 2025Q1: 1,187,368 shares; 2025Q2: 1,211,763 shares 1,211,763 $101M 0.39% +24,395 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,787,351 shares; 2024Q2: 1,787,768 shares; 2024Q3: 1,724,995 shares; 2024Q4: 1,804,534 shares; 2025Q1: 1,737,241 shares; 2025Q2: 1,700,295 shares 1,700,295 $96.9M 0.38% -36,946 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,211,561 shares; 2024Q2: 2,205,639 shares; 2024Q3: 2,182,315 shares; 2024Q4: 2,079,015 shares; 2025Q1: 2,025,256 shares; 2025Q2: 1,992,363 shares 1,992,363 $94.3M 0.37% -32,893 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 264,865 shares; 2024Q2: 263,510 shares; 2024Q3: 262,004 shares; 2024Q4: 275,479 shares; 2025Q1: 288,399 shares; 2025Q2: 303,022 shares 303,022 $92.1M 0.36% +14,623 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 131,667 shares; 2024Q2: 124,319 shares; 2024Q3: 133,979 shares; 2024Q4: 136,753 shares; 2025Q1: 138,494 shares; 2025Q2: 159,710 shares 159,710 $90.7M 0.35% +21,216 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334,328 shares; 2024Q2: 330,367 shares; 2024Q3: 331,676 shares; 2024Q4: 312,724 shares; 2025Q1: 306,661 shares; 2025Q2: 299,964 shares 299,964 $88.4M 0.34% -6,697 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 303,057 shares; 2024Q2: 300,557 shares; 2024Q3: 300,470 shares; 2024Q4: 290,220 shares; 2025Q1: 276,394 shares; 2025Q2: 279,630 shares 279,630 $86.2M 0.33% +3,236 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 248,628 shares; 2024Q2: 246,485 shares; 2024Q3: 242,268 shares; 2024Q4: 253,307 shares; 2025Q1: 257,630 shares; 2025Q2: 257,697 shares 257,697 $82.5M 0.32% +67 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,730 shares; 2024Q2: 126,020 shares; 2024Q3: 137,374 shares; 2024Q4: 141,482 shares; 2025Q1: 146,194 shares; 2025Q2: 151,279 shares 151,279 $81.1M 0.31% +5,085 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 775,145 shares; 2024Q2: 765,364 shares; 2024Q3: 767,518 shares; 2024Q4: 743,104 shares; 2025Q1: 733,250 shares; 2025Q2: 730,873 shares 730,873 $79.8M 0.31% -2,377 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,102,603 shares; 2024Q2: 1,102,025 shares; 2024Q3: 1,104,917 shares; 2024Q4: 1,064,968 shares; 2025Q1: 1,034,543 shares; 2025Q2: 1,005,405 shares 1,005,405 $79.6M 0.31% -29,138 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; 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; 2025Q2: 4,577,766 shares 4,577,766 $78.1M 0.3% +626,002 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 482,249 shares; 2024Q2: 481,950 shares; 2024Q3: 464,198 shares; 2024Q4: 453,485 shares; 2025Q1: 432,990 shares; 2025Q2: 426,277 shares 426,277 $77.6M 0.3% -6,713 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,560,726 shares; 2024Q2: 1,102,150 shares; 2024Q3: 1,513,173 shares; 2024Q4: 1,083,003 shares; 2025Q1: 1,104,615 shares; 2025Q2: 1,567,397 shares 1,567,397 $77.5M 0.3% +462,782 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; 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; 2025Q2: 1,051,702 shares 1,051,702 $77.4M 0.3% -54,616 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 287,020 shares; 2024Q2: 282,226 shares; 2024Q3: 291,484 shares; 2024Q4: 297,412 shares; 2025Q1: 302,956 shares; 2025Q2: 316,725 shares 316,725 $75.1M 0.29% +13,769 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 376,668 shares; 2024Q2: 139,554 shares; 2024Q3: 140,070 shares; 2024Q4: 105,085 shares; 2025Q1: 152,229 shares; 2025Q2: 135,197 shares 135,197 $74.6M 0.29% -17,032 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 94,216 shares; 2024Q2: 93,048 shares; 2024Q3: 93,001 shares; 2024Q4: 89,209 shares; 2025Q1: 87,298 shares; 2025Q2: 92,956 shares 92,956 $73.2M 0.28% +5,658 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 387,706 shares; 2024Q2: 384,215 shares; 2024Q3: 368,273 shares; 2024Q4: 369,889 shares; 2025Q1: 370,893 shares; 2025Q2: 371,035 shares 371,035 $72.5M 0.28% +142 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,091 shares; 2024Q2: 262,858 shares; 2024Q3: 260,375 shares; 2024Q4: 248,994 shares; 2025Q1: 249,080 shares; 2025Q2: 245,807 shares 245,807 $71.8M 0.28% -3,273 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 178,126 shares; 2024Q2: 175,947 shares; 2024Q3: 167,838 shares; 2024Q4: 149,415 shares; 2025Q1: 913,261 shares; 2025Q2: 912,682 shares 912,682 $70.7M 0.27% -579 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 569,341 shares; 2024Q2: 563,585 shares; 2024Q3: 549,646 shares; 2024Q4: 549,660 shares; 2025Q1: 521,644 shares; 2025Q2: 509,019 shares 509,019 $67.9M 0.26% -12,625 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 564,968 shares; 2024Q2: 559,198 shares; 2024Q3: 552,625 shares; 2024Q4: 537,378 shares; 2025Q1: 514,752 shares; 2025Q2: 505,623 shares 505,623 $66.8M 0.26% -9,129 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 238,060 shares; 2024Q2: 396,876 shares; 2024Q3: 452,853 shares; 2024Q4: 722,433 shares; 2025Q1: 797,507 shares; 2025Q2: 747,959 shares 747,959 $65.7M 0.25% -49,548 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 935,555 shares; 2024Q2: 903,771 shares; 2024Q3: 864,775 shares; 2024Q4: 777,553 shares; 2025Q1: 801,315 shares; 2025Q2: 814,647 shares 814,647 $65.3M 0.25% +13,332 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,217,737 shares; 2024Q2: 1,232,491 shares; 2024Q3: 1,235,348 shares; 2024Q4: 1,102,874 shares; 2025Q1: 1,060,330 shares; 2025Q2: 1,083,209 shares 1,083,209 $65M 0.25% +22,879 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 290,280 shares; 2024Q2: 281,592 shares; 2024Q3: 279,194 shares; 2024Q4: 263,385 shares; 2025Q1: 253,611 shares; 2025Q2: 207,952 shares 207,952 $64.9M 0.25% -45,659 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,002 shares; 2024Q2: 61,510 shares; 2024Q3: 66,389 shares; 2024Q4: 784,589 shares; 2025Q1: 769,117 shares; 2025Q2: 767,357 shares 767,357 $64.3M 0.25% -1,760 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 327,917 shares; 2024Q2: 310,274 shares; 2024Q3: 297,593 shares; 2024Q4: 302,250 shares; 2025Q1: 295,735 shares; 2025Q2: 293,960 shares 293,960 $63.4M 0.25% -1,775 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 228,273 shares; 2024Q2: 230,202 shares; 2024Q3: 245,122 shares; 2024Q4: 303,385 shares; 2025Q1: 326,332 shares; 2025Q2: 341,167 shares 341,167 $62M 0.24% +14,835 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 645,911 shares; 2024Q2: 636,277 shares; 2024Q3: 680,092 shares; 2024Q4: 709,015 shares; 2025Q1: 702,322 shares; 2025Q2: 786,255 shares 786,255 $61.9M 0.24% +83,933 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113,462 shares; 2024Q2: 145,177 shares; 2024Q3: 159,142 shares; 2024Q4: 84,318 shares; 2025Q1: 91,215 shares; 2025Q2: 73,713 shares 73,713 $61M 0.24% -17,502 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; 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; 2025Q2: 1,695,991 shares 1,695,991 $60.8M 0.24% -13,057 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138,579 shares; 2024Q2: 146,989 shares; 2024Q3: 149,435 shares; 2024Q4: 155,147 shares; 2025Q1: 146,729 shares; 2025Q2: 137,652 shares 137,652 $60.3M 0.23% -9,077 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 988,261 shares; 2024Q2: 980,835 shares; 2024Q3: 945,194 shares; 2024Q4: 921,165 shares; 2025Q1: 872,661 shares; 2025Q2: 855,909 shares 855,909 $59.4M 0.23% -16,752 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 283,938 shares; 2024Q2: 277,922 shares; 2024Q3: 279,466 shares; 2024Q4: 265,196 shares; 2025Q1: 260,039 shares; 2025Q2: 256,449 shares 256,449 $59M 0.23% -3,590 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390,597 shares; 2024Q2: 477,337 shares; 2024Q3: 481,498 shares; 2024Q4: 496,582 shares; 2025Q1: 481,480 shares; 2025Q2: 476,852 shares 476,852 $58.9M 0.23% -4,628 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 492,677 shares; 2024Q2: 491,226 shares; 2024Q3: 484,054 shares; 2024Q4: 493,235 shares; 2025Q1: 450,133 shares; 2025Q2: 440,550 shares 440,550 $58.5M 0.23% -9,583 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,303,635 shares; 2024Q2: 2,255,636 shares; 2024Q3: 2,209,145 shares; 2024Q4: 2,140,351 shares; 2025Q1: 2,061,877 shares; 2025Q2: 2,003,385 shares 2,003,385 $58M 0.23% -58,492 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 496,574 shares; 2024Q2: 487,424 shares; 2024Q3: 469,581 shares; 2024Q4: 457,646 shares; 2025Q1: 447,888 shares; 2025Q2: 464,972 shares 464,972 $57.7M 0.22% +17,084 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 311,433 shares; 2024Q2: 321,453 shares; 2024Q3: 313,435 shares; 2024Q4: 432,896 shares; 2025Q1: 491,684 shares; 2025Q2: 494,736 shares 494,736 $57.1M 0.22% +3,052 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 234,382 shares; 2024Q2: 230,351 shares; 2024Q3: 222,730 shares; 2024Q4: 211,681 shares; 2025Q1: 213,591 shares; 2025Q2: 209,080 shares 209,080 $57M 0.22% -4,511 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,600 shares; 2024Q2: 93,454 shares; 2024Q3: 88,752 shares; 2024Q4: 85,998 shares; 2025Q1: 83,728 shares; 2025Q2: 80,039 shares 80,039 $56.6M 0.22% -3,689 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 79,043 shares; 2024Q2: 102,696 shares; 2024Q3: 113,746 shares; 2024Q4: 125,544 shares; 2025Q1: 159,475 shares; 2025Q2: 149,175 shares 149,175 $55.9M 0.22% -10,300 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,911 shares; 2024Q2: 152,721 shares; 2024Q3: 163,730 shares; 2024Q4: 164,456 shares; 2025Q1: 167,832 shares; 2025Q2: 174,511 shares 174,511 $55.7M 0.22% +6,679 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,285 shares; 2024Q2: 626,476 shares; 2024Q3: 549,440 shares; 2024Q4: 540,646 shares; 2025Q1: 604,058 shares; 2025Q2: 610,646 shares 610,646 $55.6M 0.22% +6,588 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,809 shares; 2025Q2: 52,634 shares 52,634 $55.2M 0.21% -175 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200,308 shares; 2024Q2: 199,380 shares; 2024Q3: 194,145 shares; 2024Q4: 198,011 shares; 2025Q1: 193,322 shares; 2025Q2: 197,230 shares 197,230 $55.2M 0.21% +3,908 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 252,442 shares; 2024Q2: 251,677 shares; 2024Q3: 243,282 shares; 2024Q4: 242,369 shares; 2025Q1: 238,168 shares; 2025Q2: 235,215 shares 235,215 $54.8M 0.21% -2,953 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267,071 shares; 2024Q2: 259,898 shares; 2024Q3: 258,156 shares; 2024Q4: 256,719 shares; 2025Q1: 261,162 shares; 2025Q2: 262,208 shares 262,208 $54.4M 0.21% +1,046 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 215,115 shares; 2024Q2: 215,386 shares; 2024Q3: 218,517 shares; 2024Q4: 209,528 shares; 2025Q1: 206,857 shares; 2025Q2: 209,226 shares 209,226 $53.9M 0.21% +2,369 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; 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; 2025Q2: 953,155 shares 953,155 $53.5M 0.21% -694,249 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,332 shares; 2024Q2: 101,541 shares; 2024Q3: 97,632 shares; 2024Q4: 95,390 shares; 2025Q1: 94,791 shares; 2025Q2: 97,426 shares 97,426 $52.9M 0.21% +2,635 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,579 shares; 2024Q2: 72,822 shares; 2024Q3: 71,391 shares; 2024Q4: 77,778 shares; 2025Q1: 74,921 shares; 2025Q2: 78,035 shares 78,035 $51.8M 0.2% +3,114 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 556,168 shares; 2024Q2: 557,523 shares; 2024Q3: 530,594 shares; 2024Q4: 523,747 shares; 2025Q1: 544,935 shares; 2025Q2: 544,897 shares 544,897 $50.1M 0.19% -38 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 129,317 shares; 2024Q2: 128,153 shares; 2024Q3: 128,927 shares; 2024Q4: 126,729 shares; 2025Q1: 120,105 shares; 2025Q2: 125,644 shares 125,644 $49.7M 0.19% +5,539 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 234,795 shares; 2024Q2: 230,656 shares; 2024Q3: 196,994 shares; 2024Q4: 187,014 shares; 2025Q1: 174,503 shares; 2025Q2: 177,659 shares 177,659 $49.6M 0.19% +3,156 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,400 shares; 2024Q2: 107,268 shares; 2024Q3: 106,756 shares; 2024Q4: 212,860 shares; 2025Q1: 225,799 shares; 2025Q2: 241,655 shares 241,655 $49.5M 0.19% +15,856 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334,715 shares; 2024Q2: 334,732 shares; 2024Q3: 339,808 shares; 2024Q4: 317,150 shares; 2025Q1: 319,314 shares; 2025Q2: 342,918 shares 342,918 $48.3M 0.19% +23,604 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 477,664 shares; 2024Q2: 521,203 shares; 2024Q3: 559,867 shares; 2024Q4: 717,431 shares; 2025Q1: 744,400 shares; 2025Q2: 852,942 shares 852,942 $47.5M 0.18% +108,542 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 187,336 shares; 2024Q2: 186,085 shares; 2024Q3: 178,379 shares; 2024Q4: 179,380 shares; 2025Q1: 182,589 shares; 2025Q2: 186,386 shares 186,386 $47.2M 0.18% +3,797 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 539,347 shares; 2024Q2: 532,938 shares; 2024Q3: 525,812 shares; 2024Q4: 517,734 shares; 2025Q1: 506,990 shares; 2025Q2: 520,638 shares 520,638 $46.7M 0.18% +13,648 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 165,911 shares; 2024Q2: 160,865 shares; 2024Q3: 170,295 shares; 2024Q4: 174,647 shares; 2025Q1: 184,603 shares; 2025Q2: 161,980 shares 161,980 $46.5M 0.18% -22,623 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,257,195 shares; 2024Q2: 1,213,456 shares; 2024Q3: 1,195,072 shares; 2024Q4: 1,095,242 shares; 2025Q1: 1,087,140 shares; 2025Q2: 1,075,253 shares 1,075,253 $46.5M 0.18% -11,887 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; 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; 2025Q2: 1,063,051 shares 1,063,051 $46.5M 0.18% -87,174 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,982,377 shares; 2024Q2: 2,027,833 shares; 2024Q3: 2,007,898 shares; 2024Q4: 1,831,158 shares; 2025Q1: 1,873,211 shares; 2025Q2: 1,879,953 shares 1,879,953 $45.6M 0.18% +6,742 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,516 shares; 2024Q2: 53,461 shares; 2024Q3: 51,668 shares; 2024Q4: 47,385 shares; 2025Q1: 44,384 shares; 2025Q2: 44,208 shares 44,208 $45.4M 0.18% -176 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 499,345 shares; 2024Q2: 515,521 shares; 2024Q3: 516,924 shares; 2024Q4: 437,318 shares; 2025Q1: 453,812 shares; 2025Q2: 486,026 shares 486,026 $45.3M 0.18% +32,214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 672,680 shares; 2024Q2: 672,326 shares; 2024Q3: 663,927 shares; 2024Q4: 643,963 shares; 2025Q1: 644,268 shares; 2025Q2: 647,545 shares 647,545 $44.7M 0.17% +3,277 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276,243 shares; 2024Q2: 283,763 shares; 2024Q3: 294,946 shares; 2024Q4: 273,314 shares; 2025Q1: 278,337 shares; 2025Q2: 273,638 shares 273,638 $43.6M 0.17% -4,699 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 565,542 shares; 2024Q2: 562,330 shares; 2024Q3: 548,849 shares; 2024Q4: 525,941 shares; 2025Q1: 516,349 shares; 2025Q2: 507,181 shares 507,181 $43.2M 0.17% -9,168 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,223 shares; 2024Q2: 125,444 shares; 2024Q3: 129,809 shares; 2024Q4: 129,121 shares; 2025Q1: 135,173 shares; 2025Q2: 140,043 shares 140,043 $42.7M 0.17% +4,870 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,037 shares; 2024Q2: 136,773 shares; 2024Q3: 135,026 shares; 2024Q4: 132,039 shares; 2025Q1: 122,509 shares; 2025Q2: 122,743 shares 122,743 $42.1M 0.16% +234 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,485 shares; 2024Q2: 155,099 shares; 2024Q3: 154,350 shares; 2024Q4: 152,362 shares; 2025Q1: 150,466 shares; 2025Q2: 148,445 shares 148,445 $41.9M 0.16% -2,021 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 251,354 shares; 2024Q2: 244,169 shares; 2024Q3: 243,972 shares; 2024Q4: 232,699 shares; 2025Q1: 222,216 shares; 2025Q2: 188,270 shares 188,270 $41.8M 0.16% -33,946 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 354,091 shares; 2024Q2: 357,312 shares; 2024Q3: 367,074 shares; 2024Q4: 434,512 shares; 2025Q1: 388,695 shares; 2025Q2: 381,745 shares 381,745 $39.9M 0.15% -6,950 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 589,449 shares; 2024Q2: 585,498 shares; 2024Q3: 598,702 shares; 2024Q4: 540,278 shares; 2025Q1: 559,326 shares; 2025Q2: 619,763 shares 619,763 $39.6M 0.15% +60,437 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,117 shares; 2024Q2: 242,764 shares; 2024Q3: 472,808 shares; 2024Q4: 399,145 shares; 2025Q1: 445,270 shares; 2025Q2: 287,553 shares 287,553 $39.2M 0.15% -157,717 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 120,150 shares; 2024Q2: 115,427 shares; 2024Q3: 113,007 shares; 2024Q4: 109,883 shares; 2025Q1: 102,868 shares; 2025Q2: 100,102 shares 100,102 $38.9M 0.15% -2,766 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 150,262 shares; 2024Q2: 152,341 shares; 2024Q3: 152,537 shares; 2024Q4: 145,507 shares; 2025Q1: 145,298 shares; 2025Q2: 145,181 shares 145,181 $38.7M 0.15% -117 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 247,188 shares; 2024Q2: 242,662 shares; 2024Q3: 254,937 shares; 2024Q4: 254,193 shares; 2025Q1: 219,784 shares; 2025Q2: 219,008 shares 219,008 $38.7M 0.15% -776 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 115,019 shares; 2024Q2: 112,276 shares; 2024Q3: 116,638 shares; 2024Q4: 110,856 shares; 2025Q1: 103,031 shares; 2025Q2: 95,301 shares 95,301 $38.6M 0.15% -7,730 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 446,951 shares; 2024Q2: 439,373 shares; 2024Q3: 434,849 shares; 2024Q4: 423,133 shares; 2025Q1: 418,354 shares; 2025Q2: 420,798 shares 420,798 $38.3M 0.15% +2,444 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 269,118 shares; 2024Q2: 266,067 shares; 2024Q3: 257,948 shares; 2024Q4: 285,771 shares; 2025Q1: 282,590 shares; 2025Q2: 274,988 shares 274,988 $38.1M 0.15% -7,602 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,177 shares; 2024Q2: 7,039 shares; 2024Q3: 6,797 shares; 2024Q4: 6,329 shares; 2025Q1: 6,028 shares; 2025Q2: 6,581 shares 6,581 $38.1M 0.15% +553 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,641 shares; 2024Q2: 102,665 shares; 2024Q3: 103,173 shares; 2024Q4: 98,669 shares; 2025Q1: 76,565 shares; 2025Q2: 72,023 shares 72,023 $38M 0.15% -4,542 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 326,407 shares; 2024Q2: 508,237 shares; 2024Q3: 498,483 shares; 2024Q4: 656,304 shares; 2025Q1: 703,105 shares; 2025Q2: 659,387 shares 659,387 $37.8M 0.15% -43,718 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135,088 shares; 2024Q2: 133,780 shares; 2024Q3: 127,519 shares; 2024Q4: 119,518 shares; 2025Q1: 107,008 shares; 2025Q2: 95,921 shares 95,921 $37.1M 0.14% -11,087 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,103 shares; 2024Q2: 61,349 shares; 2024Q3: 59,798 shares; 2024Q4: 55,848 shares; 2025Q1: 53,251 shares; 2025Q2: 52,536 shares 52,536 $36.7M 0.14% -715 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,284 shares; 2024Q2: 27,498 shares; 2024Q3: 30,688 shares; 2024Q4: 94,866 shares; 2025Q1: 207,782 shares; 2025Q2: 202,790 shares 202,790 $36.6M 0.14% -4,992 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,304,111 shares; 2024Q2: 1,231,919 shares; 2024Q3: 1,189,383 shares; 2024Q4: 1,077,412 shares; 2025Q1: 1,030,522 shares; 2025Q2: 994,954 shares 994,954 $35.5M 0.14% -35,568 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 417,933 shares; 2024Q2: 438,213 shares; 2024Q3: 418,589 shares; 2024Q4: 415,961 shares; 2025Q1: 418,541 shares; 2025Q2: 414,762 shares 414,762 $35.3M 0.14% -3,779 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,787 shares; 2024Q2: 104,256 shares; 2024Q3: 97,163 shares; 2024Q4: 95,684 shares; 2025Q1: 104,324 shares; 2025Q2: 165,581 shares 165,581 $35.2M 0.14% +61,257 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 219,877 shares; 2024Q2: 226,178 shares; 2024Q3: 224,150 shares; 2024Q4: 228,331 shares; 2025Q1: 232,594 shares; 2025Q2: 234,874 shares 234,874 $35.1M 0.14% +2,280 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390,004 shares; 2024Q2: 385,443 shares; 2024Q3: 451,945 shares; 2024Q4: 433,183 shares; 2025Q1: 426,400 shares; 2025Q2: 420,530 shares 420,530 $34.8M 0.14% -5,870 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,087 shares; 2024Q2: 25,501 shares; 2024Q3: 25,515 shares; 2024Q4: 25,654 shares; 2025Q1: 33,608 shares; 2025Q2: 133,848 shares 133,848 $34.6M 0.13% +100,240 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 555,934 shares; 2024Q2: 537,524 shares; 2024Q3: 529,071 shares; 2024Q4: 559,925 shares; 2025Q1: 552,845 shares; 2025Q2: 586,085 shares 586,085 $34.4M 0.13% +33,240 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 309,833 shares; 2024Q2: 309,156 shares; 2024Q3: 304,935 shares; 2024Q4: 279,225 shares; 2025Q1: 249,329 shares; 2025Q2: 241,800 shares 241,800 $34.3M 0.13% -7,529 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 147,612 shares; 2024Q2: 171,895 shares; 2024Q3: 152,141 shares; 2024Q4: 147,918 shares; 2025Q1: 142,681 shares; 2025Q2: 141,169 shares 141,169 $33.6M 0.13% -1,512 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153,092 shares; 2024Q2: 405,932 shares; 2024Q3: 393,566 shares; 2024Q4: 381,997 shares; 2025Q1: 350,300 shares; 2025Q2: 336,570 shares 336,570 $33.2M 0.13% -13,730 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 697,872 shares; 2024Q2: 681,813 shares; 2024Q3: 669,582 shares; 2024Q4: 645,969 shares; 2025Q1: 643,214 shares; 2025Q2: 629,180 shares 629,180 $33.1M 0.13% -14,034 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,489 shares; 2024Q2: 138,281 shares; 2024Q3: 175,828 shares; 2024Q4: 192,841 shares; 2025Q1: 214,771 shares; 2025Q2: 227,648 shares 227,648 $33M 0.13% +12,877 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233,163 shares; 2024Q2: 219,804 shares; 2024Q3: 214,254 shares; 2024Q4: 178,210 shares; 2025Q1: 209,504 shares; 2025Q2: 177,939 shares 177,939 $32.6M 0.13% -31,565 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 577,154 shares; 2024Q2: 561,784 shares; 2024Q3: 560,794 shares; 2024Q4: 531,343 shares; 2025Q1: 482,244 shares; 2025Q2: 482,514 shares 482,514 $32.5M 0.13% +270 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153,537 shares; 2024Q2: 142,269 shares; 2024Q3: 136,820 shares; 2024Q4: 133,235 shares; 2025Q1: 133,073 shares; 2025Q2: 112,349 shares 112,349 $32.1M 0.12% -20,724 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,695 shares; 2024Q2: 190,685 shares; 2024Q3: 245,081 shares; 2024Q4: 141,378 shares; 2025Q1: 137,855 shares; 2025Q2: 189,822 shares 189,822 $31.9M 0.12% +51,967 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,675 shares; 2024Q2: 99,243 shares; 2024Q3: 97,497 shares; 2024Q4: 95,836 shares; 2025Q1: 91,402 shares; 2025Q2: 90,958 shares 90,958 $31.9M 0.12% -444 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 366,519 shares; 2024Q2: 358,050 shares; 2024Q3: 327,996 shares; 2024Q4: 313,822 shares; 2025Q1: 359,348 shares; 2025Q2: 343,221 shares 343,221 $31.3M 0.12% -16,127 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,126 shares; 2024Q2: 151,228 shares; 2024Q3: 148,796 shares; 2024Q4: 139,270 shares; 2025Q1: 134,544 shares; 2025Q2: 130,298 shares 130,298 $31M 0.12% -4,246 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,122 shares; 2024Q2: 154,890 shares; 2024Q3: 142,660 shares; 2024Q4: 246,526 shares; 2025Q1: 342,008 shares; 2025Q2: 410,757 shares 410,757 $30.8M 0.12% +68,749 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,123 shares; 2024Q2: 126,057 shares; 2024Q3: 126,110 shares; 2024Q4: 144,125 shares; 2025Q1: 144,392 shares; 2025Q2: 146,809 shares 146,809 $30.8M 0.12% +2,417 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 367,152 shares; 2024Q2: 441,163 shares; 2024Q3: 537,147 shares; 2024Q4: 531,539 shares; 2025Q1: 545,798 shares; 2025Q2: 554,868 shares 554,868 $30.6M 0.12% +9,070 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 720,305 shares; 2024Q2: 687,085 shares; 2024Q3: 722,237 shares; 2024Q4: 707,633 shares; 2025Q1: 673,539 shares; 2025Q2: 660,927 shares 660,927 $30.6M 0.12% -12,612 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,233 shares; 2024Q2: 3,132 shares; 2024Q3: 4,520 shares; 2024Q4: 197,733 shares; 2025Q1: 231,690 shares; 2025Q2: 243,905 shares 243,905 $30.3M 0.12% +12,215 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276,388 shares; 2024Q2: 271,176 shares; 2024Q3: 272,615 shares; 2024Q4: 276,689 shares; 2025Q1: 288,756 shares; 2025Q2: 282,122 shares 282,122 $30.3M 0.12% -6,634 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 284,938 shares; 2024Q2: 304,098 shares; 2024Q3: 286,852 shares; 2024Q4: 265,849 shares; 2025Q1: 258,867 shares; 2025Q2: 256,682 shares 256,682 $30.3M 0.12% -2,185 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,496 shares; 2024Q2: 153,261 shares; 2024Q3: 149,745 shares; 2024Q4: 145,796 shares; 2025Q1: 180,707 shares; 2025Q2: 532,646 shares 532,646 $30.1M 0.12% +351,939 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188,748 shares; 2024Q2: 189,320 shares; 2024Q3: 196,649 shares; 2024Q4: 193,207 shares; 2025Q1: 193,313 shares; 2025Q2: 193,616 shares 193,616 $29.5M 0.11% +303 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,324 shares; 2024Q2: 71,325 shares; 2024Q3: 74,507 shares; 2024Q4: 76,377 shares; 2025Q1: 82,600 shares; 2025Q2: 76,165 shares 76,165 $29.3M 0.11% -6,435 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148,090 shares; 2024Q2: 189,042 shares; 2024Q3: 211,682 shares; 2024Q4: 213,190 shares; 2025Q1: 220,482 shares; 2025Q2: 237,112 shares 237,112 $29.3M 0.11% +16,630 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,739 shares; 2024Q2: 66,929 shares; 2024Q3: 66,299 shares; 2024Q4: 70,603 shares; 2025Q1: 132,227 shares; 2025Q2: 156,631 shares 156,631 $29.2M 0.11% +24,404 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,380 shares; 2024Q2: 52,730 shares; 2024Q3: 53,623 shares; 2024Q4: 49,578 shares; 2025Q1: 65,421 shares; 2025Q2: 64,675 shares 64,675 $28.8M 0.11% -746 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,488 shares; 2024Q2: 63,518 shares; 2024Q3: 60,336 shares; 2024Q4: 57,520 shares; 2025Q1: 57,209 shares; 2025Q2: 56,360 shares 56,360 $28.7M 0.11% -849 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,927 shares 53,927 $28.5M 0.11% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,569 shares; 2024Q2: 154,257 shares; 2024Q3: 151,885 shares; 2024Q4: 149,660 shares; 2025Q1: 144,496 shares; 2025Q2: 129,482 shares 129,482 $28.3M 0.11% -15,014 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,226 shares; 2024Q2: 161,278 shares; 2024Q3: 244,622 shares; 2024Q4: 291,855 shares; 2025Q1: 304,788 shares; 2025Q2: 321,080 shares 321,080 $28.2M 0.11% +16,292 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 189,400 shares; 2024Q2: 189,882 shares; 2024Q3: 182,071 shares; 2024Q4: 178,783 shares; 2025Q1: 173,420 shares; 2025Q2: 162,769 shares 162,769 $28.1M 0.11% -10,651 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,601,619 shares 1,601,619 $27.9M 0.11% +466,384 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 332,394 shares; 2024Q2: 323,358 shares; 2024Q3: 286,674 shares; 2024Q4: 272,635 shares; 2025Q1: 258,836 shares; 2025Q2: 251,629 shares 251,629 $27.9M 0.11% -7,207 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209,431 shares; 2024Q2: 213,683 shares; 2024Q3: 216,403 shares; 2024Q4: 204,115 shares; 2025Q1: 192,939 shares; 2025Q2: 178,068 shares 178,068 $27.8M 0.11% -14,871 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 136,987 shares; 2024Q2: 134,099 shares; 2024Q3: 129,046 shares; 2024Q4: 140,899 shares; 2025Q1: 140,535 shares; 2025Q2: 141,141 shares 141,141 $27.5M 0.11% +606 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,617 shares; 2024Q2: 21,629 shares; 2024Q3: 20,842 shares; 2024Q4: 17,847 shares; 2025Q1: 18,442 shares; 2025Q2: 18,042 shares 18,042 $27.4M 0.11% -400 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 172,768 shares; 2024Q2: 172,131 shares; 2024Q3: 163,737 shares; 2024Q4: 158,347 shares; 2025Q1: 144,806 shares; 2025Q2: 137,713 shares 137,713 $27.2M 0.11% -7,093 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 198,185 shares; 2024Q2: 183,238 shares; 2024Q3: 203,136 shares; 2024Q4: 199,818 shares; 2025Q1: 202,392 shares; 2025Q2: 203,057 shares 203,057 $27.1M 0.11% +665 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 540,916 shares; 2024Q2: 507,264 shares; 2024Q3: 575,150 shares; 2024Q4: 567,951 shares; 2025Q1: 526,133 shares; 2025Q2: 556,114 shares 556,114 $26.8M 0.1% +29,981 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,226 shares; 2024Q2: 155,351 shares; 2024Q3: 114,575 shares; 2024Q4: 132,914 shares; 2025Q1: 139,153 shares; 2025Q2: 142,735 shares 142,735 $26.7M 0.1% +3,582 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,596 shares; 2024Q2: 124,335 shares; 2024Q3: 124,234 shares; 2024Q4: 117,315 shares; 2025Q1: 462,545 shares; 2025Q2: 566,676 shares 566,676 $26.5M 0.1% +104,131 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450,997 shares; 2024Q2: 313,698 shares; 2024Q3: 322,007 shares; 2024Q4: 293,376 shares; 2025Q1: 284,100 shares; 2025Q2: 287,718 shares 287,718 $26.4M 0.1% +3,618 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,217 shares; 2024Q2: 92,467 shares; 2024Q3: 92,658 shares; 2024Q4: 88,318 shares; 2025Q1: 87,676 shares; 2025Q2: 95,349 shares 95,349 $26.3M 0.1% +7,673 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 517,312 shares; 2024Q2: 487,753 shares; 2024Q3: 469,542 shares; 2024Q4: 442,337 shares; 2025Q1: 416,631 shares; 2025Q2: 418,314 shares 418,314 $26.3M 0.1% +1,683 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 329,689 shares; 2024Q2: 317,846 shares; 2024Q3: 320,901 shares; 2024Q4: 311,144 shares; 2025Q1: 294,033 shares; 2025Q2: 265,552 shares 265,552 $26.2M 0.1% -28,481 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 225,864 shares; 2024Q2: 218,344 shares; 2024Q3: 208,681 shares; 2024Q4: 195,876 shares; 2025Q1: 185,109 shares; 2025Q2: 201,965 shares 201,965 $26M 0.1% +16,856 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 310,348 shares; 2024Q2: 317,738 shares; 2024Q3: 269,223 shares; 2024Q4: 266,807 shares; 2025Q1: 304,438 shares; 2025Q2: 244,332 shares 244,332 $26M 0.1% -60,106 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 223,747 shares; 2024Q2: 135,209 shares; 2024Q3: 144,766 shares; 2024Q4: 143,938 shares; 2025Q1: 119,546 shares; 2025Q2: 133,607 shares 133,607 $25.9M 0.1% +14,061 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,194 shares; 2024Q2: 12,167 shares; 2024Q3: 11,596 shares; 2024Q4: 11,405 shares; 2025Q1: 87,538 shares; 2025Q2: 105,381 shares 105,381 $25.8M 0.1% +17,843 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 272,506 shares; 2024Q2: 256,288 shares; 2024Q3: 212,848 shares; 2024Q4: 436,527 shares; 2025Q1: 484,720 shares; 2025Q2: 448,092 shares 448,092 $25.8M 0.1% -36,628 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 226,419 shares; 2024Q2: 282,186 shares; 2024Q3: 183,990 shares; 2024Q4: 202,108 shares; 2025Q1: 193,738 shares; 2025Q2: 286,220 shares 286,220 $25.5M 0.1% +92,482 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 525,272 shares; 2024Q2: 499,373 shares; 2024Q3: 474,296 shares; 2024Q4: 400,433 shares; 2025Q1: 390,478 shares; 2025Q2: 398,094 shares 398,094 $25.4M 0.1% +7,616 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,813 shares; 2024Q2: 31,309 shares; 2024Q3: 30,652 shares; 2024Q4: 30,367 shares; 2025Q1: 29,620 shares; 2025Q2: 28,278 shares 28,278 $25.3M 0.1% -1,342 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,572 shares; 2024Q2: 77,861 shares; 2024Q3: 82,449 shares; 2024Q4: 83,367 shares; 2025Q1: 68,648 shares; 2025Q2: 54,279 shares 54,279 $25.1M 0.1% -14,369 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,053 shares; 2024Q2: 39,283 shares; 2024Q3: 35,012 shares; 2024Q4: 45,212 shares; 2025Q1: 53,998 shares; 2025Q2: 44,311 shares 44,311 $25.1M 0.1% -9,687 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,095 shares; 2024Q2: 94,745 shares; 2024Q3: 108,776 shares; 2024Q4: 106,239 shares; 2025Q1: 135,941 shares; 2025Q2: 142,008 shares 142,008 $24.9M 0.1% +6,067 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,575 shares; 2024Q2: 54,048 shares; 2024Q3: 50,283 shares; 2024Q4: 48,915 shares; 2025Q1: 70,153 shares; 2025Q2: 237,668 shares 237,668 $24.9M 0.1% +167,515 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,092 shares; 2024Q2: 35,377 shares; 2024Q3: 34,801 shares; 2024Q4: 33,539 shares; 2025Q1: 48,593 shares; 2025Q2: 49,534 shares 49,534 $24.8M 0.1% +941 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 362,870 shares; 2024Q2: 354,067 shares; 2024Q3: 358,712 shares; 2024Q4: 324,813 shares; 2025Q1: 328,045 shares; 2025Q2: 339,398 shares 339,398 $24.8M 0.1% +11,353 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,652 shares; 2024Q2: 104,494 shares; 2024Q3: 95,558 shares; 2024Q4: 94,243 shares; 2025Q1: 94,220 shares; 2025Q2: 92,659 shares 92,659 $24.8M 0.1% -1,561 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,859 shares; 2024Q2: 18,425 shares; 2024Q3: 202,934 shares; 2024Q4: 235,839 shares; 2025Q1: 236,795 shares; 2025Q2: 280,699 shares 280,699 $24.7M 0.1% +43,904 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,866 shares; 2024Q2: 13,236 shares; 2024Q3: 11,342 shares; 2024Q4: 113,727 shares; 2025Q1: 141,106 shares; 2025Q2: 145,785 shares 145,785 $24.6M 0.1% +4,679 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 320,805 shares; 2024Q2: 318,528 shares; 2024Q3: 101,152 shares; 2024Q4: 48,612 shares; 2025Q1: 102,629 shares; 2025Q2: 275,119 shares 275,119 $24.5M 0.1% +172,490 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 614 shares; 2024Q2: 37,912 shares; 2024Q3: 31,562 shares; 2024Q4: 209,079 shares; 2025Q1: 332,741 shares; 2025Q2: 356,388 shares 356,388 $24.2M 0.09% +23,647 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 149,146 shares; 2024Q2: 150,259 shares; 2024Q3: 148,573 shares; 2024Q4: 144,164 shares; 2025Q1: 133,228 shares; 2025Q2: 131,633 shares 131,633 $24.2M 0.09% -1,595 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,383 shares; 2024Q2: 24,424 shares; 2024Q3: 55,921 shares; 2024Q4: 55,887 shares; 2025Q1: 138,838 shares; 2025Q2: 531,790 shares 531,790 $24M 0.09% +392,952 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 69,527 shares; 2024Q2: 69,648 shares; 2024Q3: 68,403 shares; 2024Q4: 65,331 shares; 2025Q1: 87,147 shares; 2025Q2: 79,838 shares 79,838 $23.9M 0.09% -7,309 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248,159 shares; 2025Q2: 244,627 shares 244,627 $23.8M 0.09% -3,532 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 166,278 shares; 2024Q2: 512,082 shares; 2024Q3: 584,549 shares; 2024Q4: 579,001 shares; 2025Q1: 617,373 shares; 2025Q2: 597,425 shares 597,425 $23.8M 0.09% -19,948 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,899 shares; 2024Q2: 195,675 shares; 2024Q3: 228,870 shares; 2024Q4: 194,431 shares; 2025Q1: 159,257 shares; 2025Q2: 165,419 shares 165,419 $23.7M 0.09% +6,162 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; 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; 2025Q2: 1,227,644 shares 1,227,644 $23.6M 0.09% +33,472 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 70,759 shares; 2024Q2: 70,276 shares; 2024Q3: 78,295 shares; 2024Q4: 81,927 shares; 2025Q1: 80,960 shares; 2025Q2: 82,420 shares 82,420 $23.6M 0.09% +1,460 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,423 shares; 2024Q2: 37,821 shares; 2024Q3: 34,583 shares; 2024Q4: 30,914 shares; 2025Q1: 32,061 shares; 2025Q2: 32,093 shares 32,093 $23.5M 0.09% +32 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,251 shares; 2024Q2: 4,342 shares; 2024Q3: 4,045 shares; 2024Q4: 4,262 shares; 2025Q1: 3,839 shares; 2025Q2: 6,328 shares 6,328 $23.5M 0.09% +2,489 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267,040 shares; 2024Q2: 296,872 shares; 2024Q3: 311,050 shares; 2024Q4: 265,186 shares; 2025Q1: 304,160 shares; 2025Q2: 286,394 shares 286,394 $23.4M 0.09% -17,766 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,540 shares; 2024Q2: 53,775 shares; 2024Q3: 62,094 shares; 2024Q4: 170,780 shares; 2025Q1: 290,275 shares; 2025Q2: 232,399 shares 232,399 $23.4M 0.09% -57,876 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,865 shares; 2024Q2: 49,713 shares; 2024Q3: 65,926 shares; 2024Q4: 69,529 shares; 2025Q1: 81,729 shares; 2025Q2: 650,717 shares 650,717 $23.3M 0.09% +568,988 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,895 shares; 2024Q2: 122,317 shares; 2024Q3: 118,230 shares; 2024Q4: 115,439 shares; 2025Q1: 118,563 shares; 2025Q2: 124,881 shares 124,881 $23.3M 0.09% +6,318 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,345 shares; 2024Q2: 18,918 shares; 2024Q3: 19,823 shares; 2024Q4: 151,538 shares; 2025Q1: 199,301 shares; 2025Q2: 225,190 shares 225,190 $23.3M 0.09% +25,889 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 436,413 shares; 2024Q2: 285,623 shares; 2024Q3: 319,058 shares; 2024Q4: 318,713 shares; 2025Q1: 146,322 shares; 2025Q2: 180,448 shares 180,448 $23.2M 0.09% +34,126 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,507 shares; 2024Q2: 45,588 shares; 2024Q3: 46,190 shares; 2024Q4: 43,295 shares; 2025Q1: 41,557 shares; 2025Q2: 40,798 shares 40,798 $23.1M 0.09% -759 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 181,235 shares; 2024Q2: 216,201 shares; 2024Q3: 213,088 shares; 2024Q4: 126,519 shares; 2025Q1: 130,394 shares; 2025Q2: 125,015 shares 125,015 $22.9M 0.09% -5,379 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 220,355 shares; 2025Q1: 239,780 shares; 2025Q2: 222,924 shares 222,924 $22.8M 0.09% -16,856 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 265,325 shares; 2024Q2: 264,924 shares; 2024Q3: 261,321 shares; 2024Q4: 251,191 shares; 2025Q1: 249,037 shares; 2025Q2: 247,869 shares 247,869 $22.8M 0.09% -1,168 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,869 shares; 2024Q2: 55,551 shares; 2024Q3: 63,297 shares; 2024Q4: 57,133 shares; 2025Q1: 58,616 shares; 2025Q2: 44,639 shares 44,639 $22.7M 0.09% -13,977 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,011,592 shares 1,011,592 $22.7M 0.09% -9,149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,481 shares; 2024Q2: 278,402 shares; 2024Q3: 278,370 shares; 2024Q4: 278,325 shares; 2025Q1: 260,454 shares; 2025Q2: 255,932 shares 255,932 $22.5M 0.09% -4,522 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,167 shares; 2024Q2: 6,932 shares; 2024Q3: 8,528 shares; 2024Q4: 34,378 shares; 2025Q1: 76,644 shares; 2025Q2: 507,299 shares 507,299 $22.5M 0.09% +430,655 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,240 shares; 2024Q2: 17,441 shares; 2024Q3: 15,726 shares; 2024Q4: 16,323 shares; 2025Q1: 89,959 shares; 2025Q2: 276,637 shares 276,637 $22.3M 0.09% +186,678 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,670 shares; 2024Q2: 2,945 shares; 2024Q3: 1,595 shares; 2024Q4: 177,358 shares; 2025Q1: 174,617 shares; 2025Q2: 222,266 shares 222,266 $22.2M 0.09% +47,649 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,117 shares; 2024Q2: 558,794 shares; 2024Q3: 775,773 shares; 2024Q4: 851,880 shares; 2025Q1: 577,110 shares; 2025Q2: 526,588 shares 526,588 $22.1M 0.09% -50,522 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,499 shares; 2024Q2: 21,918 shares; 2024Q3: 86,631 shares; 2024Q4: 83,776 shares; 2025Q1: 91,991 shares; 2025Q2: 98,113 shares 98,113 $21.9M 0.08% +6,122 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76,494 shares; 2024Q2: 74,214 shares; 2024Q3: 80,525 shares; 2024Q4: 75,040 shares; 2025Q1: 75,203 shares; 2025Q2: 74,924 shares 74,924 $21.9M 0.08% -279 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; 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; 2025Q2: 666,782 shares 666,782 $21.7M 0.08% -129,463 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 284,995 shares; 2024Q2: 284,221 shares; 2024Q3: 347,758 shares; 2024Q4: 369,174 shares; 2025Q1: 408,085 shares; 2025Q2: 412,311 shares 412,311 $21.6M 0.08% +4,226 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 383,308 shares; 2024Q2: 316,759 shares; 2024Q3: 303,161 shares; 2024Q4: 274,438 shares; 2025Q1: 291,508 shares; 2025Q2: 312,703 shares 312,703 $21.6M 0.08% +21,195 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 306,562 shares; 2024Q2: 308,166 shares; 2024Q3: 302,410 shares; 2024Q4: 297,341 shares; 2025Q1: 290,435 shares; 2025Q2: 288,299 shares 288,299 $21.5M 0.08% -2,136 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,721 shares; 2024Q2: 108,270 shares; 2024Q3: 108,063 shares; 2024Q4: 97,897 shares; 2025Q1: 95,016 shares; 2025Q2: 92,964 shares 92,964 $21.3M 0.08% -2,052 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 440,094 shares; 2024Q2: 371,390 shares; 2024Q3: 334,026 shares; 2024Q4: 276,970 shares; 2025Q1: 281,486 shares; 2025Q2: 299,383 shares 299,383 $21.3M 0.08% +17,897 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 146,300 shares; 2024Q4: 121,158 shares; 2025Q1: 235,803 shares; 2025Q2: 368,584 shares 368,584 $21.2M 0.08% +132,781 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200,897 shares; 2024Q2: 204,723 shares; 2024Q3: 202,513 shares; 2024Q4: 211,500 shares; 2025Q1: 226,805 shares; 2025Q2: 226,960 shares 226,960 $21.2M 0.08% +155 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,373 shares; 2024Q2: 105,025 shares; 2024Q3: 108,510 shares; 2024Q4: 109,668 shares; 2025Q1: 107,246 shares; 2025Q2: 102,728 shares 102,728 $21M 0.08% -4,518 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 292,493 shares; 2024Q2: 332,104 shares; 2024Q3: 341,096 shares; 2024Q4: 333,028 shares; 2025Q1: 360,662 shares; 2025Q2: 369,693 shares 369,693 $21M 0.08% +9,031 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 258,879 shares; 2024Q2: 227,949 shares; 2024Q3: 196,140 shares; 2024Q4: 184,623 shares; 2025Q1: 176,532 shares; 2025Q2: 169,813 shares 169,813 $20.9M 0.08% -6,719 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,930 shares; 2024Q2: 59,804 shares; 2024Q3: 63,937 shares; 2024Q4: 63,804 shares; 2025Q1: 66,550 shares; 2025Q2: 64,819 shares 64,819 $20.9M 0.08% -1,731 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,099 shares; 2024Q2: 90,441 shares; 2024Q3: 86,798 shares; 2024Q4: 84,207 shares; 2025Q1: 82,813 shares; 2025Q2: 81,111 shares 81,111 $20.8M 0.08% -1,702 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 267,056 shares; 2024Q2: 257,316 shares; 2024Q3: 302,177 shares; 2024Q4: 361,480 shares; 2025Q1: 377,976 shares; 2025Q2: 397,990 shares 397,990 $20.7M 0.08% +20,014 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,004 shares; 2024Q2: 16,615 shares; 2024Q3: 48,283 shares; 2024Q4: 40,975 shares; 2025Q1: 22,526 shares; 2025Q2: 42,773 shares 42,773 $20.7M 0.08% +20,247 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182,211 shares; 2024Q2: 173,150 shares; 2024Q3: 174,806 shares; 2024Q4: 160,911 shares; 2025Q1: 158,994 shares; 2025Q2: 194,536 shares 194,536 $20.7M 0.08% +35,542 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,565 shares; 2024Q2: 61,854 shares; 2024Q3: 61,578 shares; 2024Q4: 64,760 shares; 2025Q1: 70,771 shares; 2025Q2: 74,512 shares 74,512 $20.6M 0.08% +3,741 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,721 shares; 2024Q2: 45,828 shares; 2024Q3: 44,853 shares; 2024Q4: 42,879 shares; 2025Q1: 39,015 shares; 2025Q2: 38,575 shares 38,575 $20.6M 0.08% -440 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,390 shares; 2024Q4: 121,213 shares; 2025Q1: 188,093 shares; 2025Q2: 245,349 shares 245,349 $20.6M 0.08% +57,256 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 117,358 shares; 2024Q2: 115,498 shares; 2024Q3: 124,113 shares; 2024Q4: 127,183 shares; 2025Q1: 126,325 shares; 2025Q2: 129,501 shares 129,501 $20.4M 0.08% +3,176 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 174,784 shares; 2024Q2: 186,341 shares; 2024Q3: 123,028 shares; 2024Q4: 203,372 shares; 2025Q1: 215,125 shares; 2025Q2: 366,302 shares 366,302 $20.2M 0.08% +151,177 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,159 shares; 2024Q2: 19,982 shares; 2024Q3: 18,628 shares; 2024Q4: 19,764 shares; 2025Q1: 52,168 shares; 2025Q2: 81,780 shares 81,780 $20.2M 0.08% +29,612 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 133,599 shares; 2024Q2: 122,653 shares; 2024Q3: 141,606 shares; 2024Q4: 172,992 shares; 2025Q1: 138,231 shares; 2025Q2: 182,529 shares 182,529 $20.2M 0.08% +44,298 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,439 shares; 2024Q2: 32,977 shares; 2024Q3: 31,934 shares; 2024Q4: 47,918 shares; 2025Q1: 47,816 shares; 2025Q2: 47,327 shares 47,327 $19.9M 0.08% -489 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,018 shares; 2024Q2: 74,717 shares; 2024Q3: 70,357 shares; 2024Q4: 63,630 shares; 2025Q1: 61,319 shares; 2025Q2: 59,881 shares 59,881 $19.8M 0.08% -1,438 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 246,249 shares; 2024Q2: 266,797 shares; 2024Q3: 259,037 shares; 2024Q4: 258,005 shares; 2025Q1: 280,355 shares; 2025Q2: 275,763 shares 275,763 $19.8M 0.08% -4,592 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,914 shares; 2024Q2: 118,117 shares; 2024Q3: 158,753 shares; 2024Q4: 153,474 shares; 2025Q1: 176,203 shares; 2025Q2: 134,071 shares 134,071 $19.6M 0.08% -42,132 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 282,098 shares; 2024Q2: 260,793 shares; 2024Q3: 236,217 shares; 2024Q4: 208,000 shares; 2025Q1: 205,268 shares; 2025Q2: 194,119 shares 194,119 $19.6M 0.08% -11,149 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,353 shares; 2024Q2: 79,371 shares; 2024Q3: 75,399 shares; 2024Q4: 70,398 shares; 2025Q1: 75,938 shares; 2025Q2: 72,953 shares 72,953 $19.4M 0.08% -2,985 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 338,567 shares; 2024Q2: 310,514 shares; 2024Q3: 311,724 shares; 2024Q4: 289,982 shares; 2025Q1: 257,304 shares; 2025Q2: 244,249 shares 244,249 $19.4M 0.08% -13,055 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 231,131 shares; 2024Q2: 236,517 shares; 2024Q3: 232,907 shares; 2024Q4: 239,337 shares; 2025Q1: 257,366 shares; 2025Q2: 257,127 shares 257,127 $19.2M 0.07% -239 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,921 shares; 2024Q2: 36,874 shares; 2024Q3: 36,381 shares; 2024Q4: 37,832 shares; 2025Q1: 35,652 shares; 2025Q2: 50,635 shares 50,635 $19.1M 0.07% +14,983 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,183 shares; 2024Q2: 74,336 shares; 2024Q3: 76,845 shares; 2024Q4: 73,309 shares; 2025Q1: 68,287 shares; 2025Q2: 61,956 shares 61,956 $19.1M 0.07% -6,331 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,960 shares; 2024Q2: 16,800 shares; 2024Q3: 13,805 shares; 2024Q4: 13,947 shares; 2025Q1: 13,468 shares; 2025Q2: 211,776 shares 211,776 $19.1M 0.07% +198,308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,118 shares; 2024Q2: 20,399 shares; 2024Q3: 17,560 shares; 2024Q4: 17,113 shares; 2025Q1: 244,754 shares; 2025Q2: 301,661 shares 301,661 $19.1M 0.07% +56,907 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 222,552 shares; 2024Q2: 215,941 shares; 2024Q3: 208,744 shares; 2024Q4: 202,155 shares; 2025Q1: 194,925 shares; 2025Q2: 202,422 shares 202,422 $19M 0.07% +7,497 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72,286 shares; 2024Q2: 365,835 shares; 2024Q3: 367,064 shares; 2024Q4: 364,164 shares; 2025Q1: 365,793 shares; 2025Q2: 370,096 shares 370,096 $18.9M 0.07% +4,303 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 207,747 shares; 2024Q2: 192,418 shares; 2024Q3: 188,814 shares; 2024Q4: 185,114 shares; 2025Q1: 168,407 shares; 2025Q2: 159,974 shares 159,974 $18.7M 0.07% -8,433 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 76,279 shares; 2024Q2: 75,026 shares; 2024Q3: 73,498 shares; 2024Q4: 71,626 shares; 2025Q1: 70,415 shares; 2025Q2: 69,377 shares 69,377 $18.7M 0.07% -1,038 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,529 shares; 2024Q2: 46,399 shares; 2024Q3: 51,725 shares; 2024Q4: 56,607 shares; 2025Q1: 48,216 shares; 2025Q2: 147,879 shares 147,879 $18.7M 0.07% +99,663 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,724 shares; 2024Q2: 40,270 shares; 2024Q3: 39,262 shares; 2024Q4: 48,068 shares; 2025Q1: 46,165 shares; 2025Q2: 36,971 shares 36,971 $18.5M 0.07% -9,194 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 564,443 shares; 2024Q2: 541,437 shares; 2024Q3: 563,459 shares; 2024Q4: 558,574 shares; 2025Q1: 503,994 shares; 2025Q2: 408,077 shares 408,077 $18.5M 0.07% -95,917 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,824 shares; 2024Q2: 128,193 shares; 2024Q3: 126,888 shares; 2024Q4: 119,734 shares; 2025Q1: 119,108 shares; 2025Q2: 118,606 shares 118,606 $18.4M 0.07% -502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,208 shares; 2024Q2: 40,650 shares; 2024Q3: 48,653 shares; 2024Q4: 46,977 shares; 2025Q1: 114,338 shares; 2025Q2: 111,604 shares 111,604 $18.4M 0.07% -2,734 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,019 shares; 2024Q2: 75,173 shares; 2024Q3: 71,194 shares; 2024Q4: 70,139 shares; 2025Q1: 68,054 shares; 2025Q2: 73,037 shares 73,037 $18.3M 0.07% +4,983 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,467 shares; 2024Q2: 53,756 shares; 2024Q3: 55,973 shares; 2024Q4: 46,513 shares; 2025Q1: 48,233 shares; 2025Q2: 47,071 shares 47,071 $18.3M 0.07% -1,162 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 566,941 shares; 2024Q2: 528,229 shares; 2024Q3: 239,917 shares; 2024Q4: 247,330 shares; 2025Q1: 296,406 shares; 2025Q2: 293,064 shares 293,064 $18.3M 0.07% -3,342 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,499 shares; 2024Q2: 127,754 shares; 2024Q3: 127,420 shares; 2024Q4: 131,212 shares; 2025Q1: 132,244 shares; 2025Q2: 134,503 shares 134,503 $18.2M 0.07% +2,259 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,515 shares; 2024Q2: 76,529 shares; 2024Q3: 82,581 shares; 2024Q4: 81,171 shares; 2025Q1: 83,509 shares; 2025Q2: 87,141 shares 87,141 $18.1M 0.07% +3,632 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,915 shares; 2024Q2: 54,677 shares; 2024Q3: 52,854 shares; 2024Q4: 50,462 shares; 2025Q1: 57,758 shares; 2025Q2: 58,355 shares 58,355 $18.1M 0.07% +597 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,595 shares; 2024Q2: 181,381 shares; 2024Q3: 195,784 shares; 2024Q4: 325,378 shares; 2025Q1: 265,361 shares; 2025Q2: 295,256 shares 295,256 $18M 0.07% +29,895 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; 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; 2025Q2: 1,317,634 shares 1,317,634 $17.9M 0.07% -400,438 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 253,097 shares; 2024Q2: 254,290 shares; 2024Q3: 258,760 shares; 2024Q4: 250,938 shares; 2025Q1: 244,009 shares; 2025Q2: 241,058 shares 241,058 $17.9M 0.07% -2,951 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,640 shares; 2024Q2: 361,834 shares; 2024Q3: 375,230 shares; 2024Q4: 373,555 shares; 2025Q1: 302,176 shares; 2025Q2: 316,318 shares 316,318 $17.8M 0.07% +14,142 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,620 shares; 2024Q2: 99,499 shares; 2024Q3: 98,774 shares; 2024Q4: 101,144 shares; 2025Q1: 110,925 shares; 2025Q2: 111,093 shares 111,093 $17.7M 0.07% +168 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177,376 shares; 2024Q2: 158,573 shares; 2024Q3: 166,878 shares; 2024Q4: 168,303 shares; 2025Q1: 169,448 shares; 2025Q2: 169,881 shares 169,881 $17.6M 0.07% +433 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,365 shares; 2024Q2: 136,139 shares; 2024Q3: 132,116 shares; 2024Q4: 130,382 shares; 2025Q1: 137,877 shares; 2025Q2: 130,403 shares 130,403 $17.6M 0.07% -7,474 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,209 shares; 2024Q2: 19,872 shares; 2024Q3: 19,098 shares; 2024Q4: 18,538 shares; 2025Q1: 16,918 shares; 2025Q2: 16,881 shares 16,881 $17.6M 0.07% -37 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175,276 shares; 2024Q2: 201,398 shares; 2024Q3: 221,513 shares; 2024Q4: 197,313 shares; 2025Q1: 211,538 shares; 2025Q2: 211,671 shares 211,671 $17.6M 0.07% +133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,657 shares; 2024Q4: 62,416 shares; 2025Q1: 69,331 shares; 2025Q2: 60,231 shares 60,231 $17.5M 0.07% -9,100 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 431,622 shares; 2024Q2: 418,964 shares; 2024Q3: 433,985 shares; 2024Q4: 449,484 shares; 2025Q1: 436,985 shares; 2025Q2: 407,378 shares 407,378 $17.5M 0.07% -29,607 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 85,124 shares; 2024Q2: 84,580 shares; 2024Q3: 84,130 shares; 2024Q4: 87,351 shares; 2025Q1: 90,467 shares; 2025Q2: 90,732 shares 90,732 $17.4M 0.07% +265 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 424,950 shares; 2024Q2: 422,708 shares; 2024Q3: 417,807 shares; 2024Q4: 519,964 shares; 2025Q1: 558,337 shares; 2025Q2: 531,580 shares 531,580 $17.3M 0.07% -26,757 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 127,323 shares; 2024Q2: 138,303 shares; 2024Q3: 134,522 shares; 2024Q4: 153,788 shares; 2025Q1: 165,034 shares; 2025Q2: 188,746 shares 188,746 $17.3M 0.07% +23,712 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,040 shares; 2024Q2: 19,869 shares; 2024Q3: 18,356 shares; 2024Q4: 17,646 shares; 2025Q1: 17,229 shares; 2025Q2: 74,377 shares 74,377 $17.2M 0.07% +57,148 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 81,655 shares; 2024Q2: 80,246 shares; 2024Q3: 75,303 shares; 2024Q4: 70,522 shares; 2025Q1: 70,068 shares; 2025Q2: 69,326 shares 69,326 $17.1M 0.07% -742 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,019 shares; 2024Q2: 55,054 shares; 2024Q3: 46,159 shares; 2024Q4: 45,727 shares; 2025Q1: 53,191 shares; 2025Q2: 51,466 shares 51,466 $17.1M 0.07% -1,725 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 218,476 shares; 2024Q2: 222,364 shares; 2024Q3: 224,620 shares; 2024Q4: 204,853 shares; 2025Q1: 210,808 shares; 2025Q2: 210,914 shares 210,914 $17M 0.07% +106 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 208,818 shares; 2024Q2: 192,453 shares; 2024Q3: 172,856 shares; 2024Q4: 166,477 shares; 2025Q1: 158,812 shares; 2025Q2: 160,296 shares 160,296 $16.9M 0.07% +1,484 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 658,593 shares; 2024Q2: 6,740 shares; 2024Q3: 5,070 shares; 2024Q4: 5,805 shares; 2025Q1: 5,020 shares; 2025Q2: 791,121 shares 791,121 $16.9M 0.07% +786,101 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 23 shares; 2025Q2: 23 shares 23 $16.8M 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 396,669 shares; 2024Q2: 523,948 shares; 2024Q3: 494,335 shares; 2024Q4: 481,734 shares; 2025Q1: 584,412 shares; 2025Q2: 603,631 shares 603,631 $16.5M 0.06% +19,219 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 107,918 shares; 2024Q2: 108,431 shares; 2024Q3: 107,635 shares; 2024Q4: 111,984 shares; 2025Q1: 120,783 shares; 2025Q2: 120,986 shares 120,986 $16.5M 0.06% +203 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,744 shares; 2024Q2: 133,923 shares; 2024Q3: 126,229 shares; 2024Q4: 125,093 shares; 2025Q1: 115,349 shares; 2025Q2: 112,365 shares 112,365 $16.3M 0.06% -2,984 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 172,251 shares; 2024Q2: 177,122 shares; 2024Q3: 177,525 shares; 2024Q4: 148,881 shares; 2025Q1: 172,142 shares; 2025Q2: 173,304 shares 173,304 $16.2M 0.06% +1,162 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,450 shares; 2024Q2: 79,119 shares; 2024Q3: 71,298 shares; 2024Q4: 69,729 shares; 2025Q1: 67,344 shares; 2025Q2: 65,346 shares 65,346 $16.1M 0.06% -1,998 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,034 shares; 2024Q2: 43,483 shares; 2024Q3: 49,393 shares; 2024Q4: 48,776 shares; 2025Q1: 56,054 shares; 2025Q2: 56,130 shares 56,130 $16.1M 0.06% +76 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 723,774 shares; 2024Q2: 705,111 shares; 2024Q3: 714,001 shares; 2024Q4: 655,807 shares; 2025Q1: 579,807 shares; 2025Q2: 545,788 shares 545,788 $16M 0.06% -34,019 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,326 shares; 2024Q2: 136,908 shares; 2024Q3: 134,813 shares; 2024Q4: 132,918 shares; 2025Q1: 126,715 shares; 2025Q2: 117,933 shares 117,933 $16M 0.06% -8,782 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 280,749 shares; 2024Q2: 207,648 shares; 2024Q3: 215,316 shares; 2024Q4: 228,318 shares; 2025Q1: 291,836 shares; 2025Q2: 326,211 shares 326,211 $16M 0.06% +34,375 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,629 shares; 2024Q2: 13,009 shares; 2024Q3: 17,041 shares; 2024Q4: 50,274 shares; 2025Q1: 129,947 shares; 2025Q2: 236,207 shares 236,207 $15.7M 0.06% +106,260 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,770 shares; 2024Q2: 33,933 shares; 2024Q3: 33,822 shares; 2024Q4: 30,873 shares; 2025Q1: 34,197 shares; 2025Q2: 30,454 shares 30,454 $15.6M 0.06% -3,743 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188,084 shares; 2024Q2: 273,025 shares; 2024Q3: 273,022 shares; 2024Q4: 339,095 shares; 2025Q1: 360,186 shares; 2025Q2: 479,510 shares 479,510 $15.6M 0.06% +119,324 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 162,123 shares; 2024Q2: 335,383 shares; 2024Q3: 345,606 shares; 2024Q4: 359,670 shares; 2025Q1: 102,256 shares; 2025Q2: 191,353 shares 191,353 $15.4M 0.06% +89,097 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,437 shares; 2024Q2: 51,146 shares; 2024Q3: 68,795 shares; 2024Q4: 86,267 shares; 2025Q1: 94,739 shares; 2025Q2: 91,754 shares 91,754 $15.4M 0.06% -2,985 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 207,362 shares; 2024Q2: 202,053 shares; 2024Q3: 200,198 shares; 2024Q4: 169,926 shares; 2025Q1: 171,244 shares; 2025Q2: 167,734 shares 167,734 $15.3M 0.06% -3,510 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 156,718 shares; 2024Q2: 165,103 shares; 2024Q3: 156,862 shares; 2024Q4: 150,786 shares; 2025Q1: 145,826 shares; 2025Q2: 127,340 shares 127,340 $15.2M 0.06% -18,486 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,430 shares; 2024Q2: 33,057 shares; 2024Q3: 32,110 shares; 2024Q4: 30,864 shares; 2025Q1: 34,204 shares; 2025Q2: 34,233 shares 34,233 $15.1M 0.06% +29 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 224,648 shares; 2024Q2: 190,712 shares; 2024Q3: 186,342 shares; 2024Q4: 270,056 shares; 2025Q1: 184,118 shares; 2025Q2: 202,512 shares 202,512 $14.9M 0.06% +18,394 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,241 shares; 2024Q2: 127,770 shares; 2024Q3: 129,113 shares; 2024Q4: 133,280 shares; 2025Q1: 172,259 shares; 2025Q2: 169,557 shares 169,557 $14.8M 0.06% -2,702 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,664 shares; 2024Q2: 39,351 shares; 2024Q3: 40,243 shares; 2024Q4: 61,864 shares; 2025Q1: 62,566 shares; 2025Q2: 61,518 shares 61,518 $14.8M 0.06% -1,048 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 191,525 shares; 2024Q2: 193,382 shares; 2024Q3: 220,756 shares; 2024Q4: 301,612 shares; 2025Q1: 294,475 shares; 2025Q2: 319,266 shares 319,266 $14.8M 0.06% +24,791 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 79,265 shares; 2024Q2: 78,710 shares; 2024Q3: 77,937 shares; 2024Q4: 79,400 shares; 2025Q1: 79,575 shares; 2025Q2: 72,978 shares 72,978 $14.7M 0.06% -6,597 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,109 shares; 2024Q2: 7,806 shares; 2024Q3: 7,626 shares; 2024Q4: 5,226 shares; 2025Q1: 5,513 shares; 2025Q2: 211,349 shares 211,349 $14.6M 0.06% +205,836 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,721 shares; 2024Q2: 135,647 shares; 2024Q3: 146,435 shares; 2024Q4: 146,273 shares; 2025Q1: 159,880 shares; 2025Q2: 159,978 shares 159,978 $14.6M 0.06% +98 Timeline CORZW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,338,167 shares; 2024Q2: 1,338,167 shares; 2024Q3: 1,338,167 shares; 2024Q4: 1,388,167 shares; 2025Q1: 1,338,167 shares; 2025Q2: 1,338,167 shares 1,338,167 $14.5M 0.06% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,206 shares; 2024Q2: 24,050 shares; 2024Q3: 25,898 shares; 2024Q4: 25,493 shares; 2025Q1: 27,368 shares; 2025Q2: 25,103 shares 25,103 $14.5M 0.06% -2,265 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,119 shares; 2024Q2: 130,325 shares; 2024Q3: 124,764 shares; 2024Q4: 129,482 shares; 2025Q1: 146,050 shares; 2025Q2: 169,636 shares 169,636 $14.4M 0.06% +23,586 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 159,515 shares; 2024Q2: 153,776 shares; 2024Q3: 146,643 shares; 2024Q4: 129,098 shares; 2025Q1: 125,975 shares; 2025Q2: 119,986 shares 119,986 $14.4M 0.06% -5,989 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,763 shares; 2024Q2: 11,340 shares; 2024Q3: 8,979 shares; 2024Q4: 7,288 shares; 2025Q1: 8,636 shares; 2025Q2: 7,849 shares 7,849 $14.3M 0.06% -787 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 516,562 shares; 2024Q2: 536,980 shares; 2024Q3: 538,797 shares; 2024Q4: 539,445 shares; 2025Q1: 652,370 shares; 2025Q2: 651,788 shares 651,788 $14.3M 0.06% -582 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72,526 shares; 2024Q2: 74,005 shares; 2024Q3: 77,892 shares; 2024Q4: 84,126 shares; 2025Q1: 83,099 shares; 2025Q2: 159,328 shares 159,328 $14.2M 0.06% +76,229 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,296 shares; 2024Q2: 124,176 shares; 2024Q3: 123,112 shares; 2024Q4: 122,870 shares; 2025Q1: 129,142 shares; 2025Q2: 132,715 shares 132,715 $14.1M 0.05% +3,573 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151,865 shares; 2024Q2: 154,718 shares; 2024Q3: 146,628 shares; 2024Q4: 135,593 shares; 2025Q1: 131,090 shares; 2025Q2: 132,286 shares 132,286 $14.1M 0.05% +1,196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 305,901 shares; 2024Q2: 291,467 shares; 2024Q3: 284,635 shares; 2024Q4: 286,907 shares; 2025Q1: 249,001 shares; 2025Q2: 276,099 shares 276,099 $14M 0.05% +27,098 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 288,441 shares; 2024Q2: 272,587 shares; 2024Q3: 252,945 shares; 2024Q4: 190,634 shares; 2025Q1: 169,039 shares; 2025Q2: 161,697 shares 161,697 $13.8M 0.05% -7,342 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 139,890 shares; 2024Q2: 173,963 shares; 2024Q3: 176,216 shares; 2024Q4: 246,583 shares; 2025Q1: 250,129 shares; 2025Q2: 341,626 shares 341,626 $13.8M 0.05% +91,497 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 162,864 shares; 2024Q2: 160,114 shares; 2024Q3: 157,430 shares; 2024Q4: 153,239 shares; 2025Q1: 147,148 shares; 2025Q2: 144,213 shares 144,213 $13.7M 0.05% -2,935 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,202 shares; 2024Q2: 90,852 shares; 2024Q3: 89,944 shares; 2024Q4: 94,047 shares; 2025Q1: 88,388 shares; 2025Q2: 82,289 shares 82,289 $13.7M 0.05% -6,099 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114,030 shares; 2024Q2: 106,097 shares; 2024Q3: 106,291 shares; 2024Q4: 103,515 shares; 2025Q1: 105,447 shares; 2025Q2: 103,045 shares 103,045 $13.6M 0.05% -2,402 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,203 shares; 2024Q2: 38,530 shares; 2024Q3: 45,894 shares; 2024Q4: 57,701 shares; 2025Q1: 80,878 shares; 2025Q2: 80,879 shares 80,879 $13.5M 0.05% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,460 shares; 2024Q2: 43,131 shares; 2024Q3: 37,963 shares; 2024Q4: 35,856 shares; 2025Q1: 36,571 shares; 2025Q2: 35,364 shares 35,364 $13.5M 0.05% -1,207 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,511 shares; 2024Q2: 188,061 shares; 2024Q3: 226,713 shares; 2024Q4: 249,955 shares; 2025Q1: 245,133 shares; 2025Q2: 270,838 shares 270,838 $13.5M 0.05% +25,705 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 287,135 shares; 2024Q2: 293,231 shares; 2024Q3: 302,393 shares; 2024Q4: 283,612 shares; 2025Q1: 302,038 shares; 2025Q2: 310,618 shares 310,618 $13.5M 0.05% +8,580 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182,199 shares; 2024Q2: 165,345 shares; 2024Q3: 173,279 shares; 2024Q4: 183,408 shares; 2025Q1: 154,139 shares; 2025Q2: 211,030 shares 211,030 $13.4M 0.05% +56,891 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182,526 shares; 2024Q2: 190,787 shares; 2024Q3: 191,911 shares; 2024Q4: 191,375 shares; 2025Q1: 167,387 shares; 2025Q2: 176,498 shares 176,498 $13.4M 0.05% +9,111 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175,475 shares; 2024Q2: 169,283 shares; 2024Q3: 159,223 shares; 2024Q4: 145,608 shares; 2025Q1: 129,215 shares; 2025Q2: 126,700 shares 126,700 $13.4M 0.05% -2,515 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367,566 shares 367,566 $13.1M 0.05% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,249 shares; 2024Q2: 107,280 shares; 2024Q3: 108,863 shares; 2024Q4: 98,115 shares; 2025Q1: 103,424 shares; 2025Q2: 98,569 shares 98,569 $13.1M 0.05% -4,855 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125,806 shares; 2024Q2: 126,114 shares; 2024Q3: 124,435 shares; 2024Q4: 182,232 shares; 2025Q1: 218,362 shares; 2025Q2: 243,270 shares 243,270 $13.1M 0.05% +24,908 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,977 shares; 2024Q2: 94,200 shares; 2024Q3: 96,561 shares; 2024Q4: 96,453 shares; 2025Q1: 108,203 shares; 2025Q2: 108,206 shares 108,206 $13.1M 0.05% +3 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,361 shares; 2024Q2: 208,240 shares; 2024Q3: 206,709 shares; 2024Q4: 213,936 shares; 2025Q1: 200,081 shares; 2025Q2: 194,333 shares 194,333 $13.1M 0.05% -5,748 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,233 shares; 2024Q2: 44,914 shares; 2024Q3: 46,146 shares; 2024Q4: 49,185 shares; 2025Q1: 74,229 shares; 2025Q2: 74,467 shares 74,467 $12.9M 0.05% +238 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 774,261 shares; 2024Q2: 951,516 shares; 2024Q3: 1,064,988 shares; 2024Q4: 1,003,804 shares; 2025Q1: 1,144,678 shares; 2025Q2: 1,364,168 shares 1,364,168 $12.8M 0.05% +219,490 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,612 shares; 2024Q2: 126,382 shares; 2024Q3: 134,868 shares; 2024Q4: 135,440 shares; 2025Q1: 128,118 shares; 2025Q2: 126,933 shares 126,933 $12.8M 0.05% -1,185 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,758 shares; 2024Q2: 31,934 shares; 2024Q3: 28,353 shares; 2024Q4: 26,835 shares; 2025Q1: 15,139 shares; 2025Q2: 31,528 shares 31,528 $12.7M 0.05% +16,389 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97,213 shares; 2024Q2: 74,749 shares; 2024Q3: 91,039 shares; 2024Q4: 76,245 shares; 2025Q1: 76,868 shares; 2025Q2: 75,822 shares 75,822 $12.7M 0.05% -1,046 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170,370 shares; 2024Q2: 164,393 shares; 2024Q3: 161,184 shares; 2024Q4: 153,030 shares; 2025Q1: 152,663 shares; 2025Q2: 302,925 shares 302,925 $12.7M 0.05% +150,262 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,350 shares; 2024Q2: 18,939 shares; 2024Q3: 19,023 shares; 2024Q4: 17,365 shares; 2025Q1: 15,828 shares; 2025Q2: 16,800 shares 16,800 $12.7M 0.05% +972 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 140,801 shares; 2024Q2: 142,115 shares; 2024Q3: 161,784 shares; 2024Q4: 213,968 shares; 2025Q1: 243,680 shares; 2025Q2: 236,567 shares 236,567 $12.6M 0.05% -7,113 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,024 shares; 2024Q2: 27,663 shares; 2024Q3: 24,278 shares; 2024Q4: 23,517 shares; 2025Q1: 54,133 shares; 2025Q2: 53,505 shares 53,505 $12.6M 0.05% -628 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 217,435 shares; 2024Q2: 217,137 shares; 2024Q3: 210,491 shares; 2024Q4: 209,641 shares; 2025Q1: 231,538 shares; 2025Q2: 231,218 shares 231,218 $12.6M 0.05% -320 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,807 shares; 2024Q2: 110,774 shares; 2024Q3: 109,311 shares; 2024Q4: 124,063 shares; 2025Q1: 117,272 shares; 2025Q2: 132,477 shares 132,477 $12.4M 0.05% +15,205 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,970 shares; 2024Q2: 62,320 shares; 2024Q3: 58,916 shares; 2024Q4: 59,041 shares; 2025Q1: 57,582 shares; 2025Q2: 57,138 shares 57,138 $12.4M 0.05% -444 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 123,021 shares; 2024Q2: 147,910 shares; 2024Q3: 85,023 shares; 2024Q4: 84,392 shares; 2025Q1: 99,800 shares; 2025Q2: 99,540 shares 99,540 $12.4M 0.05% -260 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,266 shares; 2024Q2: 56,135 shares; 2024Q3: 34,390 shares; 2024Q4: 45,786 shares; 2025Q1: 53,217 shares; 2025Q2: 81,730 shares 81,730 $12.4M 0.05% +28,513 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,773 shares; 2024Q2: 121,235 shares; 2024Q3: 113,245 shares; 2024Q4: 107,339 shares; 2025Q1: 119,616 shares; 2025Q2: 158,384 shares 158,384 $12.4M 0.05% +38,768 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200,094 shares; 2024Q2: 198,625 shares; 2024Q3: 200,850 shares; 2024Q4: 187,462 shares; 2025Q1: 164,895 shares; 2025Q2: 162,547 shares 162,547 $12.3M 0.05% -2,348 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,825 shares; 2024Q2: 68,055 shares; 2024Q3: 66,183 shares; 2024Q4: 59,675 shares; 2025Q1: 69,259 shares; 2025Q2: 67,480 shares 67,480 $12.2M 0.05% -1,779 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125,807 shares; 2024Q2: 123,111 shares; 2024Q3: 127,305 shares; 2024Q4: 122,497 shares; 2025Q1: 119,689 shares; 2025Q2: 106,061 shares 106,061 $12.1M 0.05% -13,628 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,041 shares; 2024Q2: 153,959 shares; 2024Q3: 153,621 shares; 2024Q4: 136,914 shares; 2025Q1: 144,038 shares; 2025Q2: 144,198 shares 144,198 $12M 0.05% +160 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 125,411 shares; 2024Q2: 124,509 shares; 2024Q3: 120,911 shares; 2024Q4: 95,107 shares; 2025Q1: 97,961 shares; 2025Q2: 96,826 shares 96,826 $12M 0.05% -1,135 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 699,045 shares; 2024Q2: 685,088 shares; 2024Q3: 685,345 shares; 2024Q4: 658,963 shares; 2025Q1: 646,869 shares; 2025Q2: 562,331 shares 562,331 $11.8M 0.05% -84,538 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 48,209 shares; 2024Q2: 47,149 shares; 2024Q3: 42,637 shares; 2024Q4: 41,738 shares; 2025Q1: 46,886 shares; 2025Q2: 44,909 shares 44,909 $11.7M 0.05% -1,977 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,147 shares; 2024Q2: 125,300 shares; 2024Q3: 124,662 shares; 2024Q4: 123,282 shares; 2025Q1: 118,453 shares; 2025Q2: 116,311 shares 116,311 $11.7M 0.05% -2,142 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,727 shares; 2024Q2: 46,887 shares; 2024Q3: 44,989 shares; 2024Q4: 41,651 shares; 2025Q1: 40,707 shares; 2025Q2: 41,105 shares 41,105 $11.7M 0.05% +398 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,380 shares; 2024Q2: 69,005 shares; 2024Q3: 53,471 shares; 2024Q4: 50,783 shares; 2025Q1: 51,184 shares; 2025Q2: 42,249 shares 42,249 $11.7M 0.05% -8,935 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,424 shares; 2024Q2: 137,245 shares; 2024Q3: 146,816 shares; 2024Q4: 141,287 shares; 2025Q1: 137,742 shares; 2025Q2: 142,516 shares 142,516 $11.6M 0.05% +4,774 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,427 shares; 2024Q2: 25,367 shares; 2024Q3: 24,504 shares; 2024Q4: 26,349 shares; 2025Q1: 26,907 shares; 2025Q2: 26,274 shares 26,274 $11.6M 0.04% -633 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,556 shares; 2024Q2: 28,910 shares; 2024Q3: 64,514 shares; 2024Q4: 71,203 shares; 2025Q1: 88,496 shares; 2025Q2: 94,246 shares 94,246 $11.6M 0.04% +5,750 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,422 shares; 2024Q2: 83,247 shares; 2024Q3: 85,049 shares; 2024Q4: 85,344 shares; 2025Q1: 85,088 shares; 2025Q2: 77,546 shares 77,546 $11.4M 0.04% -7,542 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,135 shares; 2024Q2: 88,577 shares; 2024Q3: 85,171 shares; 2024Q4: 93,890 shares; 2025Q1: 85,918 shares; 2025Q2: 86,359 shares 86,359 $11.4M 0.04% +441 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,879 shares; 2024Q2: 90,429 shares; 2024Q3: 88,125 shares; 2024Q4: 86,280 shares; 2025Q1: 75,300 shares; 2025Q2: 76,748 shares 76,748 $11.4M 0.04% +1,448 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,887 shares; 2024Q2: 17,853 shares; 2024Q3: 17,856 shares; 2024Q4: 16,991 shares; 2025Q1: 20,085 shares; 2025Q2: 18,964 shares 18,964 $11.2M 0.04% -1,121 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 92,531 shares; 2024Q2: 144,079 shares; 2024Q3: 145,332 shares; 2024Q4: 141,544 shares; 2025Q1: 141,959 shares; 2025Q2: 206,678 shares 206,678 $11.2M 0.04% +64,719 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 336,206 shares; 2024Q2: 309,460 shares; 2024Q3: 273,780 shares; 2024Q4: 247,255 shares; 2025Q1: 245,286 shares; 2025Q2: 228,632 shares 228,632 $11.2M 0.04% -16,654 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 242,724 shares; 2024Q2: 222,706 shares; 2024Q3: 220,884 shares; 2024Q4: 202,528 shares; 2025Q1: 193,266 shares; 2025Q2: 178,114 shares 178,114 $11.2M 0.04% -15,152 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,397 shares; 2024Q2: 140,675 shares; 2024Q3: 139,377 shares; 2024Q4: 185,144 shares; 2025Q1: 250,596 shares; 2025Q2: 259,980 shares 259,980 $11.2M 0.04% +9,384 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 259,866 shares; 2024Q2: 276,392 shares; 2024Q3: 256,478 shares; 2024Q4: 238,196 shares; 2025Q1: 256,061 shares; 2025Q2: 224,959 shares 224,959 $11.1M 0.04% -31,102 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,106 shares; 2024Q2: 58,039 shares; 2024Q3: 63,594 shares; 2024Q4: 68,511 shares; 2025Q1: 69,112 shares; 2025Q2: 73,999 shares 73,999 $11.1M 0.04% +4,887 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,357 shares; 2024Q2: 8,882 shares; 2024Q3: 8,134 shares; 2024Q4: 7,145 shares; 2025Q1: 13,566 shares; 2025Q2: 105,411 shares 105,411 $11.1M 0.04% +91,845 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135,220 shares; 2024Q2: 137,999 shares; 2024Q3: 110,577 shares; 2024Q4: 100,537 shares; 2025Q1: 88,839 shares; 2025Q2: 85,831 shares 85,831 $11M 0.04% -3,008 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,562 shares; 2024Q2: 56,899 shares; 2024Q3: 55,786 shares; 2024Q4: 55,023 shares; 2025Q1: 50,126 shares; 2025Q2: 68,965 shares 68,965 $11M 0.04% +18,839 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,168 shares; 2024Q2: 86,456 shares; 2024Q3: 84,295 shares; 2024Q4: 87,947 shares; 2025Q1: 90,175 shares; 2025Q2: 100,639 shares 100,639 $10.9M 0.04% +10,464 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100,565 shares; 2024Q2: 91,771 shares; 2024Q3: 89,569 shares; 2024Q4: 92,972 shares; 2025Q1: 92,729 shares; 2025Q2: 89,881 shares 89,881 $10.9M 0.04% -2,848 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,596 shares; 2024Q2: 40,649 shares; 2024Q3: 38,740 shares; 2024Q4: 74,910 shares; 2025Q1: 77,142 shares; 2025Q2: 76,826 shares 76,826 $10.9M 0.04% -316 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141,813 shares; 2024Q2: 146,911 shares; 2024Q3: 161,070 shares; 2024Q4: 148,645 shares; 2025Q1: 146,276 shares; 2025Q2: 158,694 shares 158,694 $10.8M 0.04% +12,418 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,299 shares; 2024Q2: 73,706 shares; 2024Q3: 68,607 shares; 2024Q4: 62,915 shares; 2025Q1: 66,785 shares; 2025Q2: 62,723 shares 62,723 $10.8M 0.04% -4,062 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,269 shares; 2024Q2: 21,038 shares; 2024Q3: 16,269 shares; 2024Q4: 15,466 shares; 2025Q1: 23,552 shares; 2025Q2: 22,002 shares 22,002 $10.7M 0.04% -1,550 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,620 shares; 2024Q2: 22,735 shares; 2024Q3: 26,436 shares; 2024Q4: 23,520 shares; 2025Q1: 23,950 shares; 2025Q2: 23,780 shares 23,780 $10.7M 0.04% -170 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,625 shares; 2024Q2: 34,555 shares; 2024Q3: 33,123 shares; 2024Q4: 33,689 shares; 2025Q1: 33,510 shares; 2025Q2: 32,524 shares 32,524 $10.7M 0.04% -986 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,691 shares; 2024Q2: 32,142 shares; 2024Q3: 30,158 shares; 2024Q4: 23,797 shares; 2025Q1: 23,888 shares; 2025Q2: 19,854 shares 19,854 $10.6M 0.04% -4,034 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,518 shares; 2024Q2: 91,258 shares; 2024Q3: 84,273 shares; 2024Q4: 93,645 shares; 2025Q1: 80,700 shares; 2025Q2: 75,398 shares 75,398 $10.6M 0.04% -5,302 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,797 shares; 2024Q2: 46,353 shares; 2024Q3: 45,803 shares; 2024Q4: 45,771 shares; 2025Q1: 43,863 shares; 2025Q2: 43,338 shares 43,338 $10.5M 0.04% -525 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 563 shares; 2024Q2: 317 shares; 2024Q3: 459 shares; 2024Q4: 452 shares; 2025Q1: 193,719 shares; 2025Q2: 284,959 shares 284,959 $10.5M 0.04% +91,240 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,199 shares; 2024Q2: 69,194 shares; 2024Q3: 71,258 shares; 2024Q4: 68,391 shares; 2025Q1: 112,204 shares; 2025Q2: 96,945 shares 96,945 $10.5M 0.04% -15,259 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,575 shares; 2024Q2: 72,993 shares; 2024Q3: 76,085 shares; 2024Q4: 16,255 shares; 2025Q1: 69,251 shares; 2025Q2: 49,693 shares 49,693 $10.4M 0.04% -19,558 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 98,183 shares; 2024Q2: 93,853 shares; 2024Q3: 100,110 shares; 2024Q4: 96,106 shares; 2025Q1: 96,411 shares; 2025Q2: 99,297 shares 99,297 $10.3M 0.04% +2,886 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,717 shares; 2024Q2: 131,505 shares; 2024Q3: 117,056 shares; 2024Q4: 118,504 shares; 2025Q1: 154,601 shares; 2025Q2: 138,948 shares 138,948 $10.3M 0.04% -15,653 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 216,060 shares; 2024Q2: 192,478 shares; 2024Q3: 191,975 shares; 2024Q4: 193,610 shares; 2025Q1: 190,877 shares; 2025Q2: 242,786 shares 242,786 $10.3M 0.04% +51,909 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 100,035 shares; 2024Q2: 100,341 shares; 2024Q3: 104,047 shares; 2024Q4: 90,232 shares; 2025Q1: 91,756 shares; 2025Q2: 96,051 shares 96,051 $10.3M 0.04% +4,295 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,257 shares; 2024Q2: 136,169 shares; 2024Q3: 127,582 shares; 2024Q4: 124,482 shares; 2025Q1: 113,015 shares; 2025Q2: 122,274 shares 122,274 $10.3M 0.04% +9,259 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,041 shares; 2024Q2: 26,313 shares; 2024Q3: 18,551 shares; 2024Q4: 16,462 shares; 2025Q1: 16,738 shares; 2025Q2: 19,104 shares 19,104 $10.2M 0.04% +2,366 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,094 shares; 2024Q2: 54,924 shares; 2024Q3: 42,599 shares; 2024Q4: 37,772 shares; 2025Q1: 37,109 shares; 2025Q2: 37,091 shares 37,091 $10.1M 0.04% -18 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 124,266 shares; 2024Q2: 121,031 shares; 2024Q3: 141,438 shares; 2024Q4: 168,230 shares; 2025Q1: 178,344 shares; 2025Q2: 178,732 shares 178,732 $10.1M 0.04% +388 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,600 shares; 2024Q2: 90,201 shares; 2024Q3: 82,712 shares; 2024Q4: 84,398 shares; 2025Q1: 84,976 shares; 2025Q2: 94,063 shares 94,063 $10M 0.04% +9,087 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 157,179 shares; 2024Q2: 187,895 shares; 2024Q3: 152,819 shares; 2024Q4: 137,853 shares; 2025Q1: 138,288 shares; 2025Q2: 141,809 shares 141,809 $9.98M 0.04% +3,521 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 83,514 shares; 2024Q2: 87,983 shares; 2024Q3: 82,044 shares; 2024Q4: 89,450 shares; 2025Q1: 82,437 shares; 2025Q2: 77,595 shares 77,595 $9.98M 0.04% -4,842 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 141,243 shares; 2024Q2: 134,217 shares; 2024Q3: 125,097 shares; 2024Q4: 186,749 shares; 2025Q1: 146,994 shares; 2025Q2: 115,452 shares 115,452 $9.97M 0.04% -31,542 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,709 shares; 2024Q2: 39,704 shares; 2024Q3: 20,239 shares; 2024Q4: 22,438 shares; 2025Q1: 45,885 shares; 2025Q2: 45,666 shares 45,666 $9.96M 0.04% -219 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,134 shares; 2024Q2: 124,328 shares; 2024Q3: 116,780 shares; 2024Q4: 114,288 shares; 2025Q1: 126,516 shares; 2025Q2: 115,721 shares 115,721 $9.95M 0.04% -10,795 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 900 shares; 2024Q3: 132,742 shares; 2024Q4: 218,506 shares; 2025Q1: 358,359 shares; 2025Q2: 326,139 shares 326,139 $9.89M 0.04% -32,220 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 193,108 shares; 2024Q2: 203,233 shares; 2024Q3: 184,123 shares; 2024Q4: 169,634 shares; 2025Q1: 164,028 shares; 2025Q2: 174,909 shares 174,909 $9.89M 0.04% +10,881 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 111,358 shares; 2024Q2: 107,260 shares; 2024Q3: 101,244 shares; 2024Q4: 97,554 shares; 2025Q1: 125,788 shares; 2025Q2: 129,958 shares 129,958 $9.85M 0.04% +4,170 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 90,569 shares; 2024Q2: 79,659 shares; 2024Q3: 76,218 shares; 2024Q4: 75,647 shares; 2025Q1: 67,909 shares; 2025Q2: 62,732 shares 62,732 $9.84M 0.04% -5,177 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,937 shares; 2024Q2: 37,684 shares; 2024Q3: 39,460 shares; 2024Q4: 39,158 shares; 2025Q1: 41,269 shares; 2025Q2: 44,964 shares 44,964 $9.84M 0.04% +3,695 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 413,282 shares; 2024Q2: 404,447 shares; 2024Q3: 408,331 shares; 2024Q4: 349,570 shares; 2025Q1: 364,916 shares; 2025Q2: 371,233 shares 371,233 $9.83M 0.04% +6,317 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 291,683 shares; 2024Q2: 268,124 shares; 2024Q3: 261,680 shares; 2024Q4: 312,466 shares; 2025Q1: 510,632 shares; 2025Q2: 497,533 shares 497,533 $9.81M 0.04% -13,099 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 177,186 shares; 2024Q2: 185,239 shares; 2024Q3: 189,552 shares; 2024Q4: 146,944 shares; 2025Q1: 158,767 shares; 2025Q2: 168,302 shares 168,302 $9.81M 0.04% +9,535 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,516 shares; 2024Q2: 106,033 shares; 2024Q3: 134,832 shares; 2024Q4: 122,334 shares; 2025Q1: 114,324 shares; 2025Q2: 31,160 shares 31,160 $9.79M 0.04% -83,164 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 276,755 shares; 2024Q2: 276,594 shares; 2024Q3: 275,109 shares; 2024Q4: 266,148 shares; 2025Q1: 280,362 shares; 2025Q2: 280,604 shares 280,604 $9.78M 0.04% +242 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 230,848 shares; 2024Q2: 232,158 shares; 2024Q3: 195,275 shares; 2024Q4: 194,337 shares; 2025Q1: 225,865 shares; 2025Q2: 276,673 shares 276,673 $9.78M 0.04% +50,808 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175,883 shares; 2024Q2: 167,900 shares; 2024Q3: 158,819 shares; 2024Q4: 140,835 shares; 2025Q1: 49,955 shares; 2025Q2: 27,895 shares 27,895 $9.77M 0.04% -22,060 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,478 shares; 2024Q2: 44,282 shares; 2024Q3: 45,086 shares; 2024Q4: 39,518 shares; 2025Q1: 52,083 shares; 2025Q2: 143,898 shares 143,898 $9.75M 0.04% +91,815 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,556 shares; 2024Q2: 11,600 shares; 2024Q3: 8,092 shares; 2024Q4: 8,856 shares; 2025Q1: 12,947 shares; 2025Q2: 49,695 shares 49,695 $9.73M 0.04% +36,748 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 165,726 shares; 2024Q2: 159,593 shares; 2024Q3: 158,369 shares; 2024Q4: 151,501 shares; 2025Q1: 144,616 shares; 2025Q2: 141,611 shares 141,611 $9.71M 0.04% -3,005 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 203,913 shares; 2024Q2: 201,646 shares; 2024Q3: 203,992 shares; 2024Q4: 195,212 shares; 2025Q1: 212,037 shares; 2025Q2: 222,110 shares 222,110 $9.64M 0.04% +10,073 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,093 shares; 2024Q2: 65,707 shares; 2024Q3: 64,417 shares; 2024Q4: 59,478 shares; 2025Q1: 71,430 shares; 2025Q2: 70,157 shares 70,157 $9.64M 0.04% -1,273 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,182 shares; 2024Q2: 83,418 shares; 2024Q3: 81,532 shares; 2024Q4: 71,283 shares; 2025Q1: 72,541 shares; 2025Q2: 71,383 shares 71,383 $9.6M 0.04% -1,158 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,456 shares; 2024Q2: 57,463 shares; 2024Q3: 53,932 shares; 2024Q4: 50,376 shares; 2025Q1: 55,667 shares; 2025Q2: 57,293 shares 57,293 $9.51M 0.04% +1,626 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 133,062 shares; 2024Q2: 136,694 shares; 2024Q3: 133,901 shares; 2024Q4: 128,293 shares; 2025Q1: 126,095 shares; 2025Q2: 231,060 shares 231,060 $9.5M 0.04% +104,965 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,436 shares; 2024Q2: 49,723 shares; 2024Q3: 45,513 shares; 2024Q4: 43,070 shares; 2025Q1: 41,132 shares; 2025Q2: 170,809 shares 170,809 $9.46M 0.04% +129,677 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 88,066 shares; 2024Q2: 97,397 shares; 2024Q3: 90,061 shares; 2024Q4: 85,287 shares; 2025Q1: 74,422 shares; 2025Q2: 74,481 shares 74,481 $9.45M 0.04% +59 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 105,850 shares; 2024Q2: 118,684 shares; 2024Q3: 104,588 shares; 2024Q4: 107,823 shares; 2025Q1: 130,919 shares; 2025Q2: 126,666 shares 126,666 $9.38M 0.04% -4,253 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 169,840 shares; 2024Q2: 167,055 shares; 2024Q3: 135,949 shares; 2024Q4: 126,262 shares; 2025Q1: 125,690 shares; 2025Q2: 119,955 shares 119,955 $9.38M 0.04% -5,735 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 171,415 shares; 2024Q2: 173,987 shares; 2024Q3: 178,308 shares; 2024Q4: 169,992 shares; 2025Q1: 193,195 shares; 2025Q2: 190,158 shares 190,158 $9.37M 0.04% -3,037 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 110,086 shares; 2024Q2: 112,033 shares; 2024Q3: 103,664 shares; 2024Q4: 120,608 shares; 2025Q1: 135,749 shares; 2025Q2: 159,156 shares 159,156 $9.36M 0.04% +23,407 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,028 shares; 2024Q2: 20,627 shares; 2024Q3: 19,107 shares; 2024Q4: 18,330 shares; 2025Q1: 38,682 shares; 2025Q2: 53,607 shares 53,607 $9.35M 0.04% +14,925 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 277,868 shares; 2024Q2: 265,547 shares; 2024Q3: 254,860 shares; 2024Q4: 233,989 shares; 2025Q1: 220,186 shares; 2025Q2: 189,139 shares 189,139 $9.31M 0.04% -31,047 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,210 shares; 2024Q2: 107,914 shares; 2024Q3: 106,128 shares; 2024Q4: 110,870 shares; 2025Q1: 107,143 shares; 2025Q2: 109,857 shares 109,857 $9.23M 0.04% +2,714 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 66,075 shares; 2024Q2: 81,490 shares; 2024Q3: 113,509 shares; 2024Q4: 155,365 shares; 2025Q1: 140,074 shares; 2025Q2: 243,049 shares 243,049 $9.22M 0.04% +102,975 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113,657 shares; 2024Q2: 109,408 shares; 2024Q3: 108,076 shares; 2024Q4: 105,339 shares; 2025Q1: 80,493 shares; 2025Q2: 75,823 shares 75,823 $9.2M 0.04% -4,670 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,843 shares; 2024Q2: 107,736 shares; 2024Q3: 106,368 shares; 2024Q4: 100,722 shares; 2025Q1: 94,038 shares; 2025Q2: 92,886 shares 92,886 $9.2M 0.04% -1,152 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 122,532 shares; 2024Q2: 116,246 shares; 2024Q3: 111,932 shares; 2024Q4: 105,884 shares; 2025Q1: 114,458 shares; 2025Q2: 112,720 shares 112,720 $9.18M 0.04% -1,738 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 135,334 shares; 2024Q2: 120,827 shares; 2024Q3: 113,783 shares; 2024Q4: 113,179 shares; 2025Q1: 110,106 shares; 2025Q2: 91,876 shares 91,876 $9.14M 0.04% -18,230 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,952 shares; 2024Q2: 63,174 shares; 2024Q3: 54,608 shares; 2024Q4: 56,388 shares; 2025Q1: 58,592 shares; 2025Q2: 51,701 shares 51,701 $9.1M 0.04% -6,891 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,267 shares; 2024Q2: 20,832 shares; 2024Q3: 19,982 shares; 2024Q4: 20,763 shares; 2025Q1: 16,740 shares; 2025Q2: 40,406 shares 40,406 $9.04M 0.04% +23,666 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 154,365 shares; 2024Q2: 103,768 shares; 2024Q3: 72,437 shares; 2024Q4: 71,681 shares; 2025Q1: 137,391 shares; 2025Q2: 140,461 shares 140,461 $8.99M 0.03% +3,070 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,531 shares; 2024Q2: 52,675 shares; 2024Q3: 31,887 shares; 2024Q4: 34,730 shares; 2025Q1: 74,836 shares; 2025Q2: 108,282 shares 108,282 $8.97M 0.03% +33,446 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 286,423 shares; 2024Q2: 260,150 shares; 2024Q3: 278,221 shares; 2024Q4: 287,457 shares; 2025Q1: 300,238 shares; 2025Q2: 309,967 shares 309,967 $8.92M 0.03% +9,729 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 170,800 shares; 2024Q2: 134,736 shares; 2024Q3: 131,126 shares; 2024Q4: 129,095 shares; 2025Q1: 129,889 shares; 2025Q2: 128,033 shares 128,033 $8.87M 0.03% -1,856 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,381 shares; 2024Q2: 101,414 shares; 2024Q3: 98,134 shares; 2024Q4: 98,422 shares; 2025Q1: 95,381 shares; 2025Q2: 92,117 shares 92,117 $8.85M 0.03% -3,264 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,609 shares; 2024Q2: 17,940 shares; 2024Q3: 16,199 shares; 2024Q4: 14,912 shares; 2025Q1: 12,831 shares; 2025Q2: 30,736 shares 30,736 $8.85M 0.03% +17,905 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 283,637 shares; 2024Q2: 268,183 shares; 2024Q3: 261,666 shares; 2024Q4: 255,060 shares; 2025Q1: 251,643 shares; 2025Q2: 255,951 shares 255,951 $8.83M 0.03% +4,308 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 168,242 shares; 2024Q2: 166,213 shares; 2024Q3: 147,062 shares; 2024Q4: 128,896 shares; 2025Q1: 130,476 shares; 2025Q2: 132,089 shares 132,089 $8.82M 0.03% +1,613 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,185 shares; 2024Q2: 32,377 shares; 2024Q3: 39,036 shares; 2024Q4: 35,072 shares; 2025Q1: 60,059 shares; 2025Q2: 60,587 shares 60,587 $8.8M 0.03% +528 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,807 shares; 2024Q2: 13,704 shares; 2024Q3: 23,263 shares; 2024Q4: 23,505 shares; 2025Q1: 31,088 shares; 2025Q2: 24,982 shares 24,982 $8.76M 0.03% -6,106 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,227 shares; 2024Q2: 40,731 shares; 2024Q3: 70,234 shares; 2024Q4: 131,316 shares; 2025Q1: 139,232 shares; 2025Q2: 127,929 shares 127,929 $8.75M 0.03% -11,303 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,764 shares; 2024Q2: 25,041 shares; 2024Q3: 24,274 shares; 2024Q4: 22,931 shares; 2025Q1: 19,913 shares; 2025Q2: 37,585 shares 37,585 $8.74M 0.03% +17,672 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,371 shares; 2024Q2: 46,640 shares; 2024Q3: 47,213 shares; 2024Q4: 48,394 shares; 2025Q1: 41,621 shares; 2025Q2: 41,226 shares 41,226 $8.63M 0.03% -395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,213 shares; 2024Q2: 38,342 shares; 2024Q3: 38,467 shares; 2024Q4: 41,521 shares; 2025Q1: 49,020 shares; 2025Q2: 47,867 shares 47,867 $8.62M 0.03% -1,153 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,453 shares; 2024Q2: 50,063 shares; 2024Q3: 47,907 shares; 2024Q4: 41,686 shares; 2025Q1: 32,076 shares; 2025Q2: 49,269 shares 49,269 $8.58M 0.03% +17,193 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 68,388 shares; 2024Q2: 68,440 shares; 2024Q3: 65,727 shares; 2024Q4: 68,430 shares; 2025Q1: 65,439 shares; 2025Q2: 64,642 shares 64,642 $8.56M 0.03% -797 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71,174 shares; 2024Q2: 59,936 shares; 2024Q3: 55,445 shares; 2024Q4: 54,781 shares; 2025Q1: 50,349 shares; 2025Q2: 49,415 shares 49,415 $8.56M 0.03% -934 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,935 shares; 2024Q2: 3,984 shares; 2024Q3: 4,322 shares; 2024Q4: 12,717 shares; 2025Q1: 26,960 shares; 2025Q2: 26,921 shares 26,921 $8.55M 0.03% -39 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,787 shares; 2025Q1: 248,718 shares; 2025Q2: 361,862 shares 361,862 $8.54M 0.03% +113,144 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,300 shares; 2024Q2: 44,089 shares; 2024Q3: 50,251 shares; 2024Q4: 49,939 shares; 2025Q1: 47,782 shares; 2025Q2: 82,807 shares 82,807 $8.54M 0.03% +35,025 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,857 shares; 2024Q2: 33,554 shares; 2024Q3: 30,506 shares; 2024Q4: 28,743 shares; 2025Q1: 28,651 shares; 2025Q2: 27,353 shares 27,353 $8.52M 0.03% -1,298 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 123,005 shares; 2024Q2: 127,476 shares; 2024Q3: 117,309 shares; 2024Q4: 69,516 shares; 2025Q1: 67,337 shares; 2025Q2: 66,656 shares 66,656 $8.5M 0.03% -681 Timeline RDVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 109,156 shares; 2024Q2: 101,309 shares; 2024Q3: 101,735 shares; 2024Q4: 113,398 shares; 2025Q1: 124,546 shares; 2025Q2: 135,282 shares 135,282 $8.49M 0.03% +10,736 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,772 shares; 2024Q2: 24,960 shares; 2024Q3: 36,531 shares; 2024Q4: 30,465 shares; 2025Q1: 28,551 shares; 2025Q2: 41,936 shares 41,936 $8.48M 0.03% +13,385 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113,514 shares; 2024Q2: 114,683 shares; 2024Q3: 110,994 shares; 2024Q4: 106,199 shares; 2025Q1: 88,318 shares; 2025Q2: 89,870 shares 89,870 $8.4M 0.03% +1,552 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 72,452 shares; 2024Q2: 62,579 shares; 2024Q3: 60,779 shares; 2024Q4: 82,257 shares; 2025Q1: 77,230 shares; 2025Q2: 85,772 shares 85,772 $8.39M 0.03% +8,542 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,595 shares; 2024Q2: 58,272 shares; 2024Q3: 54,079 shares; 2024Q4: 52,425 shares; 2025Q1: 50,633 shares; 2025Q2: 50,968 shares 50,968 $8.38M 0.03% +335 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,007 shares; 2024Q2: 90,622 shares; 2024Q3: 79,119 shares; 2024Q4: 81,449 shares; 2025Q1: 81,384 shares; 2025Q2: 75,164 shares 75,164 $8.33M 0.03% -6,220 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 75,489 shares; 2024Q2: 83,579 shares; 2024Q3: 97,394 shares; 2024Q4: 104,178 shares; 2025Q1: 126,175 shares; 2025Q2: 152,312 shares 152,312 $8.29M 0.03% +26,137 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,068 shares; 2024Q2: 1,939 shares; 2024Q3: 1,959 shares; 2024Q4: 2,398 shares; 2025Q1: 2,660 shares; 2025Q2: 3,142 shares 3,142 $8.21M 0.03% +482 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 184,420 shares; 2024Q2: 165,207 shares; 2024Q3: 99,199 shares; 2024Q4: 199,879 shares; 2025Q1: 248,534 shares; 2025Q2: 159,502 shares 159,502 $8.2M 0.03% -89,032 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 128,720 shares; 2024Q2: 131,080 shares; 2024Q3: 132,607 shares; 2024Q4: 137,777 shares; 2025Q1: 147,716 shares; 2025Q2: 158,659 shares 158,659 $8.16M 0.03% +10,943 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 173,566 shares; 2024Q2: 170,647 shares; 2024Q3: 145,860 shares; 2024Q4: 137,098 shares; 2025Q1: 125,966 shares; 2025Q2: 145,192 shares 145,192 $8.14M 0.03% +19,226 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,263 shares; 2024Q2: 28,442 shares; 2024Q3: 26,424 shares; 2024Q4: 25,888 shares; 2025Q1: 44,397 shares; 2025Q2: 45,205 shares 45,205 $8.13M 0.03% +808 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,486 shares; 2024Q2: 51,112 shares; 2024Q3: 48,220 shares; 2024Q4: 38,357 shares; 2025Q1: 36,165 shares; 2025Q2: 37,224 shares 37,224 $8.11M 0.03% +1,059 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,788 shares; 2024Q2: 97,949 shares; 2024Q3: 120,976 shares; 2024Q4: 71,286 shares; 2025Q1: 68,248 shares; 2025Q2: 76,770 shares 76,770 $8.1M 0.03% +8,522 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,373 shares; 2024Q2: 85,984 shares; 2024Q3: 78,958 shares; 2024Q4: 78,957 shares; 2025Q1: 79,575 shares; 2025Q2: 92,585 shares 92,585 $8.08M 0.03% +13,010 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 395,784 shares; 2024Q2: 390,085 shares; 2024Q3: 384,608 shares; 2024Q4: 374,665 shares; 2025Q1: 456,370 shares; 2025Q2: 460,294 shares 460,294 $8.06M 0.03% +3,924 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 45,018 shares; 2024Q3: 38,748 shares; 2024Q4: 33,712 shares; 2025Q1: 30,801 shares; 2025Q2: 30,591 shares 30,591 $8.03M 0.03% -210 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,506 shares; 2024Q2: 36,035 shares; 2024Q3: 29,303 shares; 2024Q4: 30,606 shares; 2025Q1: 33,069 shares; 2025Q2: 29,321 shares 29,321 $8.02M 0.03% -3,748 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 91,105 shares; 2024Q2: 88,255 shares; 2024Q3: 87,513 shares; 2024Q4: 85,637 shares; 2025Q1: 83,297 shares; 2025Q2: 79,698 shares 79,698 $8M 0.03% -3,599 Timeline