LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,494,762 shares 1,494,762 $1.14B 4.29% -7,898 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,749,955 shares 1,749,955 $906M 3.41% -83,892 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 3,387,334 shares 3,387,334 $863M 3.24% -176,995 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 4,071,982 shares 4,071,982 $760M 2.86% -181,759 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,013,373 shares 1,013,373 $678M 2.55% +61,748 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,952,729 shares 1,952,729 $429M 1.61% -79,009 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,104,797 shares 1,104,797 $348M 1.31% -58,571 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,361,988 shares 1,361,988 $331M 1.25% -71,589 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 997,638 shares 997,638 $329M 1.24% -115,045 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 455,256 shares; 2024Q2: 451,868 shares; 2024Q3: 453,438 shares; 2024Q4: 435,928 shares; 2025Q1: 429,015 shares; 2025Q2: 430,664 shares; 2025Q3: 413,985 shares 413,985 $304M 1.14% -16,679 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 543,389 shares; 2024Q2: 556,767 shares; 2024Q3: 546,507 shares; 2024Q4: 506,662 shares; 2025Q1: 521,000 shares; 2025Q2: 484,324 shares; 2025Q3: 433,918 shares 433,918 $289M 1.09% -50,406 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 631,223 shares; 2024Q2: 640,577 shares; 2024Q3: 640,801 shares; 2024Q4: 650,691 shares; 2025Q1: 638,403 shares; 2025Q2: 650,888 shares; 2025Q3: 614,880 shares 614,880 $288M 1.08% -36,008 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,045,565 shares 1,045,565 $255M 0.96% -35,567 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 620,035 shares; 2024Q2: 617,842 shares; 2024Q3: 610,179 shares; 2024Q4: 605,156 shares; 2025Q1: 592,206 shares; 2025Q2: 594,557 shares; 2025Q3: 582,588 shares 582,588 $236M 0.89% -11,969 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 639,136 shares; 2024Q2: 624,847 shares; 2024Q3: 625,334 shares; 2024Q4: 612,101 shares; 2025Q1: 592,661 shares; 2025Q2: 607,788 shares; 2025Q3: 574,913 shares 574,913 $196M 0.74% -32,875 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 960,531 shares 960,531 $196M 0.74% -45,720 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 683,658 shares; 2024Q2: 662,867 shares; 2024Q3: 573,298 shares; 2024Q4: 575,484 shares; 2025Q1: 570,148 shares; 2025Q2: 553,572 shares; 2025Q3: 534,606 shares 534,606 $195M 0.73% -18,966 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 879,358 shares; 2024Q2: 877,706 shares; 2024Q3: 861,858 shares; 2024Q4: 838,616 shares; 2025Q1: 830,395 shares; 2025Q2: 825,532 shares; 2025Q3: 784,608 shares 784,608 $182M 0.68% -40,924 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 2,780,962 shares 2,780,962 $181M 0.68% -18,816 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 604,783 shares; 2024Q2: 611,481 shares; 2024Q3: 659,630 shares; 2024Q4: 860,409 shares; 2025Q1: 658,246 shares; 2025Q2: 1,609,970 shares; 2025Q3: 1,684,804 shares 1,684,804 $169M 0.64% +74,834 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 401,195 shares; 2024Q2: 399,847 shares; 2024Q3: 403,199 shares; 2024Q4: 391,126 shares; 2025Q1: 384,390 shares; 2025Q2: 386,417 shares; 2025Q3: 377,244 shares 377,244 $168M 0.63% -9,173 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,725,481 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; 2025Q3: 1,784,194 shares 1,784,194 $167M 0.63% -222,917 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,433,833 shares 1,433,833 $162M 0.61% -61,062 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 374,085 shares; 2024Q2: 367,055 shares; 2024Q3: 357,551 shares; 2024Q4: 343,892 shares; 2025Q1: 344,789 shares; 2025Q2: 345,376 shares; 2025Q3: 316,597 shares 316,597 $159M 0.6% -28,779 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 934,973 shares; 2024Q2: 914,443 shares; 2024Q3: 919,272 shares; 2024Q4: 880,098 shares; 2025Q1: 880,446 shares; 2025Q2: 873,370 shares; 2025Q3: 851,226 shares 851,226 $158M 0.59% -22,144 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,430,245 shares 1,430,245 $147M 0.55% -85,490 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 555,807 shares; 2024Q2: 562,740 shares; 2024Q3: 570,660 shares; 2024Q4: 528,585 shares; 2025Q1: 537,492 shares; 2025Q2: 530,437 shares; 2025Q3: 511,111 shares 511,111 $144M 0.54% -19,326 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 84,440 shares; 2024Q2: 359,241 shares; 2024Q3: 394,458 shares; 2024Q4: 375,073 shares; 2025Q1: 392,539 shares; 2025Q2: 384,074 shares; 2025Q3: 348,315 shares 348,315 $140M 0.53% -35,759 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,143,144 shares 1,143,144 $136M 0.51% +20,508 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 103,730 shares; 2024Q2: 126,020 shares; 2024Q3: 137,374 shares; 2024Q4: 141,482 shares; 2025Q1: 146,194 shares; 2025Q2: 151,279 shares; 2025Q3: 158,406 shares 158,406 $131M 0.49% +7,127 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 882,679 shares; 2024Q2: 866,606 shares; 2024Q3: 851,297 shares; 2024Q4: 834,743 shares; 2025Q1: 823,842 shares; 2025Q2: 803,591 shares; 2025Q3: 830,298 shares 830,298 $129M 0.49% +26,707 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 837,630 shares; 2024Q2: 806,197 shares; 2024Q3: 772,462 shares; 2024Q4: 747,778 shares; 2025Q1: 737,875 shares; 2025Q2: 755,235 shares; 2025Q3: 716,292 shares 716,292 $120M 0.45% -38,943 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 802,075 shares; 2024Q2: 813,767 shares; 2024Q3: 812,489 shares; 2024Q4: 803,290 shares; 2025Q1: 780,658 shares; 2025Q2: 787,007 shares; 2025Q3: 754,385 shares 754,385 $116M 0.44% -32,622 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 952,775 shares 952,775 $115M 0.43% -32,681 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; 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; 2025Q3: 1,558,581 shares 1,558,581 $113M 0.42% -2,438 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 144,711 shares; 2024Q2: 141,024 shares; 2024Q3: 134,066 shares; 2024Q4: 126,561 shares; 2025Q1: 124,951 shares; 2025Q2: 126,329 shares; 2025Q3: 119,237 shares 119,237 $110M 0.42% -7,092 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 224,042 shares; 2024Q2: 219,892 shares; 2024Q3: 218,941 shares; 2024Q4: 210,845 shares; 2025Q1: 199,422 shares; 2025Q2: 197,734 shares; 2025Q3: 192,220 shares 192,220 $109M 0.41% -5,514 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,818,725 shares 1,818,725 $109M 0.41% +118,430 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; 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; 2025Q3: 3,421,443 shares 3,421,443 $107M 0.4% -38,112 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,227,200 shares 1,227,200 $107M 0.4% +15,437 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,552,451 shares 1,552,451 $106M 0.4% -80,278 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; 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; 2025Q3: 1,330,635 shares 1,330,635 $104M 0.39% +9,736 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 827,092 shares; 2024Q2: 827,080 shares; 2024Q3: 820,062 shares; 2024Q4: 802,196 shares; 2025Q1: 784,549 shares; 2025Q2: 787,851 shares; 2025Q3: 765,043 shares 765,043 $102M 0.39% -22,808 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 98,929 shares; 2024Q2: 98,501 shares; 2024Q3: 99,016 shares; 2024Q4: 92,597 shares; 2025Q1: 88,374 shares; 2025Q2: 86,421 shares; 2025Q3: 84,229 shares 84,229 $101M 0.38% -2,192 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,947,014 shares 1,947,014 $100M 0.38% -45,349 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 131,667 shares; 2024Q2: 124,319 shares; 2024Q3: 133,979 shares; 2024Q4: 136,753 shares; 2025Q1: 138,494 shares; 2025Q2: 159,710 shares; 2025Q3: 157,995 shares 157,995 $96.8M 0.36% -1,715 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 264,865 shares; 2024Q2: 263,510 shares; 2024Q3: 262,004 shares; 2024Q4: 275,479 shares; 2025Q1: 288,399 shares; 2025Q2: 303,022 shares; 2025Q3: 289,232 shares 289,232 $94.9M 0.36% -13,790 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,378,095 shares 1,378,095 $91.4M 0.34% -75,841 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 287,020 shares; 2024Q2: 282,226 shares; 2024Q3: 291,484 shares; 2024Q4: 297,412 shares; 2025Q1: 302,956 shares; 2025Q2: 316,725 shares; 2025Q3: 357,115 shares 357,115 $90.8M 0.34% +40,390 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 376,668 shares; 2024Q2: 139,554 shares; 2024Q3: 140,070 shares; 2024Q4: 105,085 shares; 2025Q1: 152,229 shares; 2025Q2: 135,197 shares; 2025Q3: 143,840 shares 143,840 $86.4M 0.32% +8,643 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 4,630,416 shares 4,630,416 $83.1M 0.31% +52,650 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 334,328 shares; 2024Q2: 330,367 shares; 2024Q3: 331,676 shares; 2024Q4: 312,724 shares; 2025Q1: 306,661 shares; 2025Q2: 299,964 shares; 2025Q3: 292,354 shares 292,354 $82.5M 0.31% -7,610 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; 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; 2025Q3: 676,807 shares 676,807 $81.6M 0.31% -54,066 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,102,603 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; 2025Q3: 966,673 shares 966,673 $81.1M 0.31% -38,732 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 303,057 shares; 2024Q2: 300,557 shares; 2024Q3: 300,470 shares; 2024Q4: 290,220 shares; 2025Q1: 276,394 shares; 2025Q2: 279,630 shares; 2025Q3: 270,753 shares 270,753 $79.5M 0.3% -8,877 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,204,751 shares 1,204,751 $79.4M 0.3% +121,542 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; 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; 2025Q3: 939,117 shares 939,117 $74.9M 0.28% +26,435 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 387,706 shares; 2024Q2: 384,215 shares; 2024Q3: 368,273 shares; 2024Q4: 369,889 shares; 2025Q1: 370,893 shares; 2025Q2: 371,035 shares; 2025Q3: 360,866 shares 360,866 $74.5M 0.28% -10,169 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; 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; 2025Q3: 972,353 shares 972,353 $72.3M 0.27% -79,349 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 327,917 shares; 2024Q2: 310,274 shares; 2024Q3: 297,593 shares; 2024Q4: 302,250 shares; 2025Q1: 295,735 shares; 2025Q2: 293,960 shares; 2025Q3: 296,480 shares 296,480 $71.7M 0.27% +2,520 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 277,091 shares; 2024Q2: 262,858 shares; 2024Q3: 260,375 shares; 2024Q4: 248,994 shares; 2025Q1: 249,080 shares; 2025Q2: 245,807 shares; 2025Q3: 231,255 shares 231,255 $70.3M 0.26% -14,552 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 248,628 shares; 2024Q2: 246,485 shares; 2024Q3: 242,268 shares; 2024Q4: 253,307 shares; 2025Q1: 257,630 shares; 2025Q2: 257,697 shares; 2025Q3: 222,225 shares 222,225 $68.8M 0.26% -35,472 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 482,249 shares; 2024Q2: 481,950 shares; 2024Q3: 464,198 shares; 2024Q4: 453,485 shares; 2025Q1: 432,990 shares; 2025Q2: 426,277 shares; 2025Q3: 423,177 shares 423,177 $68.6M 0.26% -3,100 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57,002 shares; 2024Q2: 61,510 shares; 2024Q3: 66,389 shares; 2024Q4: 784,589 shares; 2025Q1: 769,117 shares; 2025Q2: 767,357 shares; 2025Q3: 764,951 shares 764,951 $68.1M 0.26% -2,406 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 564,968 shares; 2024Q2: 559,198 shares; 2024Q3: 552,625 shares; 2024Q4: 537,378 shares; 2025Q1: 514,752 shares; 2025Q2: 505,623 shares; 2025Q3: 482,971 shares 482,971 $67.8M 0.26% -22,652 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 569,341 shares; 2024Q2: 563,585 shares; 2024Q3: 549,646 shares; 2024Q4: 549,660 shares; 2025Q1: 521,644 shares; 2025Q2: 509,019 shares; 2025Q3: 506,007 shares 506,007 $66.4M 0.25% -3,012 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 290,280 shares; 2024Q2: 281,592 shares; 2024Q3: 279,194 shares; 2024Q4: 263,385 shares; 2025Q1: 253,611 shares; 2025Q2: 207,952 shares; 2025Q3: 192,136 shares 192,136 $66.3M 0.25% -15,816 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; 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; 2025Q3: 157,952 shares 157,952 $66.2M 0.25% -4,028 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 390,597 shares; 2024Q2: 477,337 shares; 2024Q3: 481,498 shares; 2024Q4: 496,582 shares; 2025Q1: 481,480 shares; 2025Q2: 476,852 shares; 2025Q3: 455,546 shares 455,546 $65.8M 0.25% -21,306 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 576,359 shares 576,359 $65.3M 0.25% -171,600 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 138,579 shares; 2024Q2: 146,989 shares; 2024Q3: 149,435 shares; 2024Q4: 155,147 shares; 2025Q1: 146,729 shares; 2025Q2: 137,652 shares; 2025Q3: 134,169 shares 134,169 $64.3M 0.24% -3,483 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 228,273 shares; 2024Q2: 230,202 shares; 2024Q3: 245,122 shares; 2024Q4: 303,385 shares; 2025Q1: 326,332 shares; 2025Q2: 341,167 shares; 2025Q3: 335,850 shares 335,850 $63.7M 0.24% -5,317 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; 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; 2025Q3: 1,634,047 shares 1,634,047 $63M 0.24% -61,944 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 94,216 shares; 2024Q2: 93,048 shares; 2024Q3: 93,001 shares; 2024Q4: 89,209 shares; 2025Q1: 87,298 shares; 2025Q2: 92,956 shares; 2025Q3: 92,211 shares 92,211 $63M 0.24% -745 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 935,555 shares; 2024Q2: 903,771 shares; 2024Q3: 864,775 shares; 2024Q4: 777,553 shares; 2025Q1: 801,315 shares; 2025Q2: 814,647 shares; 2025Q3: 748,447 shares 748,447 $62.7M 0.24% -66,200 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 988,261 shares; 2024Q2: 980,835 shares; 2024Q3: 945,194 shares; 2024Q4: 921,165 shares; 2025Q1: 872,661 shares; 2025Q2: 855,909 shares; 2025Q3: 828,839 shares 828,839 $62.6M 0.24% -27,070 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; 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; 2025Q3: 782,989 shares 782,989 $61.8M 0.23% -3,266 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 492,677 shares; 2024Q2: 491,226 shares; 2024Q3: 484,054 shares; 2024Q4: 493,235 shares; 2025Q1: 450,133 shares; 2025Q2: 440,550 shares; 2025Q3: 433,305 shares 433,305 $61.6M 0.23% -7,245 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 215,115 shares; 2024Q2: 215,386 shares; 2024Q3: 218,517 shares; 2024Q4: 209,528 shares; 2025Q1: 206,857 shares; 2025Q2: 209,226 shares; 2025Q3: 202,422 shares 202,422 $60.9M 0.23% -6,804 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 87,600 shares; 2024Q2: 93,454 shares; 2024Q3: 88,752 shares; 2024Q4: 85,998 shares; 2025Q1: 83,728 shares; 2025Q2: 80,039 shares; 2025Q3: 76,048 shares 76,048 $60.6M 0.23% -3,991 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; 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; 2025Q3: 1,058,963 shares 1,058,963 $60.2M 0.23% +105,808 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; 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; 2025Q3: 595,798 shares 595,798 $59.3M 0.22% -14,848 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,092,918 shares 1,092,918 $59.2M 0.22% -474,479 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200,308 shares; 2024Q2: 199,380 shares; 2024Q3: 194,145 shares; 2024Q4: 198,011 shares; 2025Q1: 193,322 shares; 2025Q2: 197,230 shares; 2025Q3: 200,467 shares 200,467 $58.9M 0.22% +3,237 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,809 shares; 2025Q2: 52,634 shares; 2025Q3: 50,125 shares 50,125 $58.4M 0.22% -2,509 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 113,462 shares; 2024Q2: 145,177 shares; 2024Q3: 159,142 shares; 2024Q4: 84,318 shares; 2025Q1: 91,215 shares; 2025Q2: 73,713 shares; 2025Q3: 77,426 shares 77,426 $55.6M 0.21% +3,713 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,937,644 shares 1,937,644 $54.7M 0.21% -65,741 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 66,579 shares; 2024Q2: 72,822 shares; 2024Q3: 71,391 shares; 2024Q4: 77,778 shares; 2025Q1: 74,921 shares; 2025Q2: 78,035 shares; 2025Q3: 72,454 shares 72,454 $54.1M 0.2% -5,581 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 556,168 shares; 2024Q2: 557,523 shares; 2024Q3: 530,594 shares; 2024Q4: 523,747 shares; 2025Q1: 544,935 shares; 2025Q2: 544,897 shares; 2025Q3: 556,927 shares 556,927 $53.8M 0.2% +12,030 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 187,336 shares; 2024Q2: 186,085 shares; 2024Q3: 178,379 shares; 2024Q4: 179,380 shares; 2025Q1: 182,589 shares; 2025Q2: 186,386 shares; 2025Q3: 189,366 shares 189,366 $53.4M 0.2% +2,980 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 283,938 shares; 2024Q2: 277,922 shares; 2024Q3: 279,466 shares; 2024Q4: 265,196 shares; 2025Q1: 260,039 shares; 2025Q2: 256,449 shares; 2025Q3: 224,891 shares 224,891 $53.2M 0.2% -31,558 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 83,117 shares; 2024Q2: 242,764 shares; 2024Q3: 472,808 shares; 2024Q4: 399,145 shares; 2025Q1: 445,270 shares; 2025Q2: 287,553 shares; 2025Q3: 288,630 shares 288,630 $52.7M 0.2% +1,077 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 156,911 shares; 2024Q2: 152,721 shares; 2024Q3: 163,730 shares; 2024Q4: 164,456 shares; 2025Q1: 167,832 shares; 2025Q2: 174,511 shares; 2025Q3: 158,136 shares 158,136 $52.5M 0.2% -16,375 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; 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; 2025Q3: 550,557 shares 550,557 $52.2M 0.2% +55,821 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 697,872 shares; 2024Q2: 681,813 shares; 2024Q3: 669,582 shares; 2024Q4: 645,969 shares; 2025Q1: 643,214 shares; 2025Q2: 629,180 shares; 2025Q3: 622,823 shares 622,823 $51.1M 0.19% -6,357 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 496,574 shares; 2024Q2: 487,424 shares; 2024Q3: 469,581 shares; 2024Q4: 457,646 shares; 2025Q1: 447,888 shares; 2025Q2: 464,972 shares; 2025Q3: 443,053 shares 443,053 $50.7M 0.19% -21,919 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 124,223 shares; 2024Q2: 125,444 shares; 2024Q3: 129,809 shares; 2024Q4: 129,121 shares; 2025Q1: 135,173 shares; 2025Q2: 140,043 shares; 2025Q3: 140,003 shares 140,003 $49.8M 0.19% -40 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 565,542 shares; 2024Q2: 562,330 shares; 2024Q3: 548,849 shares; 2024Q4: 525,941 shares; 2025Q1: 516,349 shares; 2025Q2: 507,181 shares; 2025Q3: 488,318 shares 488,318 $49.6M 0.19% -18,863 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 589,449 shares; 2024Q2: 585,498 shares; 2024Q3: 598,702 shares; 2024Q4: 540,278 shares; 2025Q1: 559,326 shares; 2025Q2: 619,763 shares; 2025Q3: 720,766 shares 720,766 $49.1M 0.18% +101,003 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 79,043 shares; 2024Q2: 102,696 shares; 2024Q3: 113,746 shares; 2024Q4: 125,544 shares; 2025Q1: 159,475 shares; 2025Q2: 149,175 shares; 2025Q3: 145,218 shares 145,218 $48.3M 0.18% -3,957 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; 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; 2025Q3: 1,036,510 shares 1,036,510 $48.1M 0.18% -26,541 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 334,715 shares; 2024Q2: 334,732 shares; 2024Q3: 339,808 shares; 2024Q4: 317,150 shares; 2025Q1: 319,314 shares; 2025Q2: 342,918 shares; 2025Q3: 300,424 shares 300,424 $47.8M 0.18% -42,494 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; 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; 2025Q3: 644,491 shares 644,491 $47.3M 0.18% -3,054 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 539,347 shares; 2024Q2: 532,938 shares; 2024Q3: 525,812 shares; 2024Q4: 517,734 shares; 2025Q1: 506,990 shares; 2025Q2: 520,638 shares; 2025Q3: 499,889 shares 499,889 $47.3M 0.18% -20,749 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 234,795 shares; 2024Q2: 230,656 shares; 2024Q3: 196,994 shares; 2024Q4: 187,014 shares; 2025Q1: 174,503 shares; 2025Q2: 177,659 shares; 2025Q3: 165,469 shares 165,469 $46.7M 0.18% -12,190 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,982,377 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; 2025Q3: 1,831,382 shares 1,831,382 $46.7M 0.18% -48,571 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 267,071 shares; 2024Q2: 259,898 shares; 2024Q3: 258,156 shares; 2024Q4: 256,719 shares; 2025Q1: 261,162 shares; 2025Q2: 262,208 shares; 2025Q3: 253,280 shares 253,280 $46.5M 0.18% -8,928 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 548,469 shares 548,469 $46M 0.17% +100,377 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 120,150 shares; 2024Q2: 115,427 shares; 2024Q3: 113,007 shares; 2024Q4: 109,883 shares; 2025Q1: 102,868 shares; 2025Q2: 100,102 shares; 2025Q3: 95,837 shares 95,837 $45.7M 0.17% -4,265 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 251,354 shares; 2024Q2: 244,169 shares; 2024Q3: 243,972 shares; 2024Q4: 232,699 shares; 2025Q1: 222,216 shares; 2025Q2: 188,270 shares; 2025Q3: 181,852 shares 181,852 $45.7M 0.17% -6,418 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 499,345 shares; 2024Q2: 515,521 shares; 2024Q3: 516,924 shares; 2024Q4: 437,318 shares; 2025Q1: 453,812 shares; 2025Q2: 486,026 shares; 2025Q3: 465,397 shares 465,397 $45.6M 0.17% -20,629 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 252,442 shares; 2024Q2: 251,677 shares; 2024Q3: 243,282 shares; 2024Q4: 242,369 shares; 2025Q1: 238,168 shares; 2025Q2: 235,215 shares; 2025Q3: 216,487 shares 216,487 $45.6M 0.17% -18,728 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 129,317 shares; 2024Q2: 128,153 shares; 2024Q3: 128,927 shares; 2024Q4: 126,729 shares; 2025Q1: 120,105 shares; 2025Q2: 125,644 shares; 2025Q3: 122,337 shares 122,337 $45.2M 0.17% -3,307 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,023,051 shares 1,023,051 $45M 0.17% -52,202 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 115,019 shares; 2024Q2: 112,276 shares; 2024Q3: 116,638 shares; 2024Q4: 110,856 shares; 2025Q1: 103,031 shares; 2025Q2: 95,301 shares; 2025Q3: 92,095 shares 92,095 $44.7M 0.17% -3,206 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 408,605 shares 408,605 $44M 0.17% +133,486 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 276,243 shares; 2024Q2: 283,763 shares; 2024Q3: 294,946 shares; 2024Q4: 273,314 shares; 2025Q1: 278,337 shares; 2025Q2: 273,638 shares; 2025Q3: 258,317 shares 258,317 $43M 0.16% -15,321 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 116,400 shares; 2024Q2: 107,268 shares; 2024Q3: 106,756 shares; 2024Q4: 212,860 shares; 2025Q1: 225,799 shares; 2025Q2: 241,655 shares; 2025Q3: 210,797 shares 210,797 $42.9M 0.16% -30,858 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 234,382 shares; 2024Q2: 230,351 shares; 2024Q3: 222,730 shares; 2024Q4: 211,681 shares; 2025Q1: 213,591 shares; 2025Q2: 209,080 shares; 2025Q3: 181,006 shares 181,006 $42.9M 0.16% -28,074 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 354,091 shares; 2024Q2: 357,312 shares; 2024Q3: 367,074 shares; 2024Q4: 434,512 shares; 2025Q1: 388,695 shares; 2025Q2: 381,745 shares; 2025Q3: 399,283 shares 399,283 $42.5M 0.16% +17,538 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 102,332 shares; 2024Q2: 101,541 shares; 2024Q3: 97,632 shares; 2024Q4: 95,390 shares; 2025Q1: 94,791 shares; 2025Q2: 97,426 shares; 2025Q3: 93,013 shares 93,013 $41.6M 0.16% -4,413 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 326,407 shares; 2024Q2: 508,237 shares; 2024Q3: 498,483 shares; 2024Q4: 656,304 shares; 2025Q1: 703,105 shares; 2025Q2: 659,387 shares; 2025Q3: 649,992 shares 649,992 $41.4M 0.16% -9,395 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 247,188 shares; 2024Q2: 242,662 shares; 2024Q3: 254,937 shares; 2024Q4: 254,193 shares; 2025Q1: 219,784 shares; 2025Q2: 219,008 shares; 2025Q3: 218,626 shares 218,626 $40.8M 0.15% -382 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 269,118 shares; 2024Q2: 266,067 shares; 2024Q3: 257,948 shares; 2024Q4: 285,771 shares; 2025Q1: 282,590 shares; 2025Q2: 274,988 shares; 2025Q3: 285,797 shares 285,797 $40.7M 0.15% +10,809 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 153,092 shares; 2024Q2: 405,932 shares; 2024Q3: 393,566 shares; 2024Q4: 381,997 shares; 2025Q1: 350,300 shares; 2025Q2: 336,570 shares; 2025Q3: 328,166 shares 328,166 $40.6M 0.15% -8,404 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; 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; 2025Q3: 158,531 shares 158,531 $40.3M 0.15% +24,683 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 139,037 shares; 2024Q2: 136,773 shares; 2024Q3: 135,026 shares; 2024Q4: 132,039 shares; 2025Q1: 122,509 shares; 2025Q2: 122,743 shares; 2025Q3: 115,802 shares 115,802 $40.1M 0.15% -6,941 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 477,664 shares; 2024Q2: 521,203 shares; 2024Q3: 559,867 shares; 2024Q4: 717,431 shares; 2025Q1: 744,400 shares; 2025Q2: 852,942 shares; 2025Q3: 768,837 shares 768,837 $40M 0.15% -84,105 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 157,485 shares; 2024Q2: 155,099 shares; 2024Q3: 154,350 shares; 2024Q4: 152,362 shares; 2025Q1: 150,466 shares; 2025Q2: 148,445 shares; 2025Q3: 142,390 shares 142,390 $38.8M 0.15% -6,055 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 535,612 shares 535,612 $38.3M 0.14% +3,822 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 53,516 shares; 2024Q2: 53,461 shares; 2024Q3: 51,668 shares; 2024Q4: 47,385 shares; 2025Q1: 44,384 shares; 2025Q2: 44,208 shares; 2025Q3: 41,417 shares 41,417 $38.1M 0.14% -2,791 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 219,877 shares; 2024Q2: 226,178 shares; 2024Q3: 224,150 shares; 2024Q4: 228,331 shares; 2025Q1: 232,594 shares; 2025Q2: 234,874 shares; 2025Q3: 220,283 shares 220,283 $37.6M 0.14% -14,591 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 555,934 shares; 2024Q2: 537,524 shares; 2024Q3: 529,071 shares; 2024Q4: 559,925 shares; 2025Q1: 552,845 shares; 2025Q2: 586,085 shares; 2025Q3: 569,690 shares 569,690 $37.6M 0.14% -16,395 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 52,136 shares 52,136 $37.5M 0.14% +24,241 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 309,833 shares; 2024Q2: 309,156 shares; 2024Q3: 304,935 shares; 2024Q4: 279,225 shares; 2025Q1: 249,329 shares; 2025Q2: 241,800 shares; 2025Q3: 229,021 shares 229,021 $37.1M 0.14% -12,779 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 65,103 shares; 2024Q2: 61,349 shares; 2024Q3: 59,798 shares; 2024Q4: 55,848 shares; 2025Q1: 53,251 shares; 2025Q2: 52,536 shares; 2025Q3: 48,584 shares 48,584 $36.8M 0.14% -3,952 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 106,489 shares; 2024Q2: 138,281 shares; 2024Q3: 175,828 shares; 2024Q4: 192,841 shares; 2025Q1: 214,771 shares; 2025Q2: 227,648 shares; 2025Q3: 253,088 shares 253,088 $36.3M 0.14% +25,440 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,859 shares; 2024Q2: 18,425 shares; 2024Q3: 202,934 shares; 2024Q4: 235,839 shares; 2025Q1: 236,795 shares; 2025Q2: 280,699 shares; 2025Q3: 428,750 shares 428,750 $35.9M 0.14% +148,051 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 349,398 shares 349,398 $35M 0.13% +28,318 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 220,355 shares; 2025Q1: 239,780 shares; 2025Q2: 222,924 shares; 2025Q3: 239,042 shares 239,042 $34.8M 0.13% +16,118 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248,159 shares; 2025Q2: 244,627 shares; 2025Q3: 260,120 shares 260,120 $34.8M 0.13% +15,493 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 233,427 shares 233,427 $34.4M 0.13% +43,605 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 147,612 shares; 2024Q2: 171,895 shares; 2024Q3: 152,141 shares; 2024Q4: 147,918 shares; 2025Q1: 142,681 shares; 2025Q2: 141,169 shares; 2025Q3: 140,086 shares 140,086 $34.4M 0.13% -1,083 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 390,004 shares; 2024Q2: 385,443 shares; 2024Q3: 451,945 shares; 2024Q4: 433,183 shares; 2025Q1: 426,400 shares; 2025Q2: 420,530 shares; 2025Q3: 414,823 shares 414,823 $34.4M 0.13% -5,707 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 233,163 shares; 2024Q2: 219,804 shares; 2024Q3: 214,254 shares; 2024Q4: 178,210 shares; 2025Q1: 209,504 shares; 2025Q2: 177,939 shares; 2025Q3: 166,305 shares 166,305 $34M 0.13% -11,634 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 102,641 shares; 2024Q2: 102,665 shares; 2024Q3: 103,173 shares; 2024Q4: 98,669 shares; 2025Q1: 76,565 shares; 2025Q2: 72,023 shares; 2025Q3: 69,627 shares 69,627 $33.9M 0.13% -2,396 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; 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; 2025Q3: 109,634 shares 109,634 $33.8M 0.13% -2,715 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150,262 shares; 2024Q2: 152,341 shares; 2024Q3: 152,537 shares; 2024Q4: 145,507 shares; 2025Q1: 145,298 shares; 2025Q2: 145,181 shares; 2025Q3: 134,280 shares 134,280 $33.2M 0.12% -10,901 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 679,322 shares 679,322 $32.9M 0.12% +124,454 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 366,519 shares; 2024Q2: 358,050 shares; 2024Q3: 327,996 shares; 2024Q4: 313,822 shares; 2025Q1: 359,348 shares; 2025Q2: 343,221 shares; 2025Q3: 344,264 shares 344,264 $32.9M 0.12% +1,043 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 81,675 shares; 2024Q2: 99,243 shares; 2024Q3: 97,497 shares; 2024Q4: 95,836 shares; 2025Q1: 91,402 shares; 2025Q2: 90,958 shares; 2025Q3: 86,390 shares 86,390 $32.7M 0.12% -4,568 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57,575 shares; 2024Q2: 54,048 shares; 2024Q3: 50,283 shares; 2024Q4: 48,915 shares; 2025Q1: 70,153 shares; 2025Q2: 237,668 shares; 2025Q3: 343,270 shares 343,270 $32.5M 0.12% +105,602 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 66,739 shares; 2024Q2: 66,929 shares; 2024Q3: 66,299 shares; 2024Q4: 70,603 shares; 2025Q1: 132,227 shares; 2025Q2: 156,631 shares; 2025Q3: 164,309 shares 164,309 $32.2M 0.12% +7,678 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; 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; 2025Q3: 358,049 shares 358,049 $32M 0.12% -56,713 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 446,951 shares; 2024Q2: 439,373 shares; 2024Q3: 434,849 shares; 2024Q4: 423,133 shares; 2025Q1: 418,354 shares; 2025Q2: 420,798 shares; 2025Q3: 399,707 shares 399,707 $32M 0.12% -21,091 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 162,123 shares; 2024Q2: 335,383 shares; 2024Q3: 345,606 shares; 2024Q4: 359,670 shares; 2025Q1: 102,256 shares; 2025Q2: 191,353 shares; 2025Q3: 393,505 shares 393,505 $31.9M 0.12% +202,152 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,177 shares; 2024Q2: 7,039 shares; 2024Q3: 6,797 shares; 2024Q4: 6,329 shares; 2025Q1: 6,028 shares; 2025Q2: 6,581 shares; 2025Q3: 5,911 shares 5,911 $31.9M 0.12% -670 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 103,787 shares; 2024Q2: 104,256 shares; 2024Q3: 97,163 shares; 2024Q4: 95,684 shares; 2025Q1: 104,324 shares; 2025Q2: 165,581 shares; 2025Q3: 149,395 shares 149,395 $31.8M 0.12% -16,186 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 284,938 shares; 2024Q2: 304,098 shares; 2024Q3: 286,852 shares; 2024Q4: 265,849 shares; 2025Q1: 258,867 shares; 2025Q2: 256,682 shares; 2025Q3: 251,787 shares 251,787 $31.2M 0.12% -4,895 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 130,123 shares; 2024Q2: 126,057 shares; 2024Q3: 126,110 shares; 2024Q4: 144,125 shares; 2025Q1: 144,392 shares; 2025Q2: 146,809 shares; 2025Q3: 142,945 shares 142,945 $30.9M 0.12% -3,864 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,240 shares; 2024Q2: 17,441 shares; 2024Q3: 15,726 shares; 2024Q4: 16,323 shares; 2025Q1: 89,959 shares; 2025Q2: 276,637 shares; 2025Q3: 331,085 shares 331,085 $30.6M 0.12% +54,448 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 157,126 shares; 2024Q2: 151,228 shares; 2024Q3: 148,796 shares; 2024Q4: 139,270 shares; 2025Q1: 134,544 shares; 2025Q2: 130,298 shares; 2025Q3: 126,985 shares 126,985 $30.4M 0.11% -3,313 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 135,088 shares; 2024Q2: 133,780 shares; 2024Q3: 127,519 shares; 2024Q4: 119,518 shares; 2025Q1: 107,008 shares; 2025Q2: 95,921 shares; 2025Q3: 86,015 shares 86,015 $30.3M 0.11% -9,906 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,623,058 shares 1,623,058 $30.3M 0.11% +21,439 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,927 shares; 2025Q3: 49,153 shares 49,153 $30.2M 0.11% -4,774 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 720,305 shares; 2024Q2: 687,085 shares; 2024Q3: 722,237 shares; 2024Q4: 707,633 shares; 2025Q1: 673,539 shares; 2025Q2: 660,927 shares; 2025Q3: 663,123 shares 663,123 $29.9M 0.11% +2,196 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; 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; 2025Q3: 75,536 shares 75,536 $29.5M 0.11% -629 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 540,916 shares; 2024Q2: 507,264 shares; 2024Q3: 575,150 shares; 2024Q4: 567,951 shares; 2025Q1: 526,133 shares; 2025Q2: 556,114 shares; 2025Q3: 550,179 shares 550,179 $29.4M 0.11% -5,935 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 577,154 shares; 2024Q2: 561,784 shares; 2024Q3: 560,794 shares; 2024Q4: 531,343 shares; 2025Q1: 482,244 shares; 2025Q2: 482,514 shares; 2025Q3: 470,107 shares 470,107 $29.4M 0.11% -12,407 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 198,185 shares; 2024Q2: 183,238 shares; 2024Q3: 203,136 shares; 2024Q4: 199,818 shares; 2025Q1: 202,392 shares; 2025Q2: 203,057 shares; 2025Q3: 207,957 shares 207,957 $29.3M 0.11% +4,900 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 188,748 shares; 2024Q2: 189,320 shares; 2024Q3: 196,649 shares; 2024Q4: 193,207 shares; 2025Q1: 193,313 shares; 2025Q2: 193,616 shares; 2025Q3: 187,915 shares 187,915 $29.2M 0.11% -5,701 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 864,908 shares 864,908 $29M 0.11% -146,684 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25,881 shares; 2024Q2: 21,121 shares; 2024Q3: 31,452 shares; 2024Q4: 27,172 shares; 2025Q1: 24,186 shares; 2025Q2: 24,520 shares; 2025Q3: 225,616 shares 225,616 $28.9M 0.11% +201,096 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,122 shares; 2024Q2: 26,174 shares; 2024Q3: 22,752 shares; 2024Q4: 35,658 shares; 2025Q1: 36,798 shares; 2025Q2: 38,326 shares; 2025Q3: 218,227 shares 218,227 $28.9M 0.11% +179,901 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 775,439 shares 775,439 $28.9M 0.11% +178,014 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 221,654 shares 221,654 $28.7M 0.11% +73,775 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,304,111 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; 2025Q3: 899,515 shares 899,515 $28.3M 0.11% -95,439 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; 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; 2025Q3: 135,364 shares 135,364 $28.3M 0.11% -5,777 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 211,434 shares; 2024Q2: 38,496 shares; 2024Q3: 51,424 shares; 2024Q4: 28,884 shares; 2025Q1: 46,763 shares; 2025Q2: 37,053 shares; 2025Q3: 232,212 shares 232,212 $28.2M 0.11% +195,159 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,251 shares; 2024Q2: 4,342 shares; 2024Q3: 4,045 shares; 2024Q4: 4,262 shares; 2025Q1: 3,839 shares; 2025Q2: 6,328 shares; 2025Q3: 6,546 shares 6,546 $28.1M 0.11% +218 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; 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; 2025Q3: 604,672 shares 604,672 $28.1M 0.11% +37,996 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 155,122 shares; 2024Q2: 154,890 shares; 2024Q3: 142,660 shares; 2024Q4: 246,526 shares; 2025Q1: 342,008 shares; 2025Q2: 410,757 shares; 2025Q3: 343,973 shares 343,973 $27.6M 0.1% -66,784 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,813 shares; 2024Q2: 31,309 shares; 2024Q3: 30,652 shares; 2024Q4: 30,367 shares; 2025Q1: 29,620 shares; 2025Q2: 28,278 shares; 2025Q3: 25,432 shares 25,432 $27.4M 0.1% -2,846 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 62,565 shares; 2024Q2: 61,854 shares; 2024Q3: 61,578 shares; 2024Q4: 64,760 shares; 2025Q1: 70,771 shares; 2025Q2: 74,512 shares; 2025Q3: 91,939 shares 91,939 $27.4M 0.1% +17,427 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 276,388 shares; 2024Q2: 271,176 shares; 2024Q3: 272,615 shares; 2024Q4: 276,689 shares; 2025Q1: 288,756 shares; 2025Q2: 282,122 shares; 2025Q3: 277,899 shares 277,899 $27.1M 0.1% -4,223 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; 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; 2025Q3: 395,943 shares 395,943 $27.1M 0.1% -2,151 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 124,785 shares 124,785 $27.1M 0.1% +79,119 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; 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; 2025Q3: 68,025 shares 68,025 $26.6M 0.1% +3,350 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 226,419 shares; 2024Q2: 282,186 shares; 2024Q3: 183,990 shares; 2024Q4: 202,108 shares; 2025Q1: 193,738 shares; 2025Q2: 286,220 shares; 2025Q3: 290,409 shares 290,409 $26.5M 0.1% +4,189 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 156,569 shares; 2024Q2: 154,257 shares; 2024Q3: 151,885 shares; 2024Q4: 149,660 shares; 2025Q1: 144,496 shares; 2025Q2: 129,482 shares; 2025Q3: 131,172 shares 131,172 $26.4M 0.1% +1,690 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 332,394 shares; 2024Q2: 323,358 shares; 2024Q3: 286,674 shares; 2024Q4: 272,635 shares; 2025Q1: 258,836 shares; 2025Q2: 251,629 shares; 2025Q3: 238,082 shares 238,082 $26.4M 0.1% -13,547 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 436,413 shares; 2024Q2: 285,623 shares; 2024Q3: 319,058 shares; 2024Q4: 318,713 shares; 2025Q1: 146,322 shares; 2025Q2: 180,448 shares; 2025Q3: 175,131 shares 175,131 $26.4M 0.1% -5,317 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; 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; 2025Q3: 157,135 shares 157,135 $26.3M 0.1% -12,678 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 223,747 shares; 2024Q2: 135,209 shares; 2024Q3: 144,766 shares; 2024Q4: 143,938 shares; 2025Q1: 119,546 shares; 2025Q2: 133,607 shares; 2025Q3: 133,937 shares 133,937 $26.2M 0.1% +330 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 69,527 shares; 2024Q2: 69,648 shares; 2024Q3: 68,403 shares; 2024Q4: 65,331 shares; 2025Q1: 87,147 shares; 2025Q2: 79,838 shares; 2025Q3: 83,785 shares 83,785 $26.2M 0.1% +3,947 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 172,768 shares; 2024Q2: 172,131 shares; 2024Q3: 163,737 shares; 2024Q4: 158,347 shares; 2025Q1: 144,806 shares; 2025Q2: 137,713 shares; 2025Q3: 130,734 shares 130,734 $25.9M 0.1% -6,979 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 78,572 shares; 2024Q2: 77,861 shares; 2024Q3: 82,449 shares; 2024Q4: 83,367 shares; 2025Q1: 68,648 shares; 2025Q2: 54,279 shares; 2025Q3: 51,727 shares 51,727 $25.8M 0.1% -2,552 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367,566 shares; 2025Q3: 538,693 shares 538,693 $25.8M 0.1% +171,127 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 174,784 shares; 2024Q2: 186,341 shares; 2024Q3: 123,028 shares; 2024Q4: 203,372 shares; 2025Q1: 215,125 shares; 2025Q2: 366,302 shares; 2025Q3: 390,224 shares 390,224 $25.7M 0.1% +23,922 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 181,235 shares; 2024Q2: 216,201 shares; 2024Q3: 213,088 shares; 2024Q4: 126,519 shares; 2025Q1: 130,394 shares; 2025Q2: 125,015 shares; 2025Q3: 130,746 shares 130,746 $25.4M 0.1% +5,731 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; 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; 2025Q3: 107,198 shares 107,198 $25.3M 0.1% +20,057 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; 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; 2025Q3: 196,731 shares 196,731 $25M 0.09% -47,601 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; 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; 2025Q3: 443,168 shares 443,168 $25M 0.09% +86,780 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 517,312 shares; 2024Q2: 487,753 shares; 2024Q3: 469,542 shares; 2024Q4: 442,337 shares; 2025Q1: 416,631 shares; 2025Q2: 418,314 shares; 2025Q3: 392,319 shares 392,319 $24.9M 0.09% -25,995 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 225,864 shares; 2024Q2: 218,344 shares; 2024Q3: 208,681 shares; 2024Q4: 195,876 shares; 2025Q1: 185,109 shares; 2025Q2: 201,965 shares; 2025Q3: 199,556 shares 199,556 $24.8M 0.09% -2,409 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,053 shares; 2024Q2: 39,283 shares; 2024Q3: 35,012 shares; 2024Q4: 45,212 shares; 2025Q1: 53,998 shares; 2025Q2: 44,311 shares; 2025Q3: 41,552 shares 41,552 $24.8M 0.09% -2,759 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 105,652 shares; 2024Q2: 104,494 shares; 2024Q3: 95,558 shares; 2024Q4: 94,243 shares; 2025Q1: 94,220 shares; 2025Q2: 92,659 shares; 2025Q3: 87,573 shares 87,573 $24.5M 0.09% -5,086 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 566,941 shares; 2024Q2: 528,229 shares; 2024Q3: 239,917 shares; 2024Q4: 247,330 shares; 2025Q1: 296,406 shares; 2025Q2: 293,064 shares; 2025Q3: 330,866 shares 330,866 $24.1M 0.09% +37,802 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 87,563 shares 87,563 $23.8M 0.09% +5,783 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,865 shares; 2024Q2: 49,713 shares; 2024Q3: 65,926 shares; 2024Q4: 69,529 shares; 2025Q1: 81,729 shares; 2025Q2: 650,717 shares; 2025Q3: 738,847 shares 738,847 $23.8M 0.09% +88,130 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; 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; 2025Q3: 387,844 shares 387,844 $23.7M 0.09% -10,146 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 209,431 shares; 2024Q2: 213,683 shares; 2024Q3: 216,403 shares; 2024Q4: 204,115 shares; 2025Q1: 192,939 shares; 2025Q2: 178,068 shares; 2025Q3: 161,743 shares 161,743 $23.7M 0.09% -16,325 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,636 shares; 2024Q2: 104,535 shares; 2024Q3: 118,267 shares; 2024Q4: 126,501 shares; 2025Q1: 130,697 shares; 2025Q2: 111,880 shares; 2025Q3: 258,911 shares 258,911 $23.7M 0.09% +147,031 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 111,923 shares; 2024Q2: 31,381 shares; 2024Q3: 23,560 shares; 2024Q4: 25,873 shares; 2025Q1: 26,914 shares; 2025Q2: 70,732 shares; 2025Q3: 191,131 shares 191,131 $23.7M 0.09% +120,399 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 654,369 shares 654,369 $23.6M 0.09% +174,859 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 76,494 shares; 2024Q2: 74,214 shares; 2024Q3: 80,525 shares; 2024Q4: 75,040 shares; 2025Q1: 75,203 shares; 2025Q2: 74,924 shares; 2025Q3: 69,095 shares 69,095 $23.6M 0.09% -5,829 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 127,895 shares; 2024Q2: 122,317 shares; 2024Q3: 118,230 shares; 2024Q4: 115,439 shares; 2025Q1: 118,563 shares; 2025Q2: 124,881 shares; 2025Q3: 116,506 shares 116,506 $23.4M 0.09% -8,375 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 93,217 shares; 2024Q2: 92,467 shares; 2024Q3: 92,658 shares; 2024Q4: 88,318 shares; 2025Q1: 87,676 shares; 2025Q2: 95,349 shares; 2025Q3: 86,497 shares 86,497 $23.4M 0.09% -8,852 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,657 shares; 2024Q4: 62,416 shares; 2025Q1: 69,331 shares; 2025Q2: 60,231 shares; 2025Q3: 54,839 shares 54,839 $23.3M 0.09% -5,392 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 161,804 shares 161,804 $23.3M 0.09% -70,595 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37,092 shares; 2024Q2: 35,377 shares; 2024Q3: 34,801 shares; 2024Q4: 33,539 shares; 2025Q1: 48,593 shares; 2025Q2: 49,534 shares; 2025Q3: 48,432 shares 48,432 $23.1M 0.09% -1,102 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; 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; 2025Q3: 252,971 shares 252,971 $23M 0.09% -2,961 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 228,994 shares 228,994 $22.9M 0.09% -14,911 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; 2023Q4: restricted; 2024Q1: 563 shares; 2024Q2: 317 shares; 2024Q3: 459 shares; 2024Q4: 452 shares; 2025Q1: 193,719 shares; 2025Q2: 284,959 shares; 2025Q3: 490,216 shares 490,216 $22.9M 0.09% +205,257 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 39,423 shares; 2024Q2: 37,821 shares; 2024Q3: 34,583 shares; 2024Q4: 30,914 shares; 2025Q1: 32,061 shares; 2025Q2: 32,093 shares; 2025Q3: 29,574 shares 29,574 $22.8M 0.09% -2,519 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 74,095 shares; 2024Q2: 94,745 shares; 2024Q3: 108,776 shares; 2024Q4: 106,239 shares; 2025Q1: 135,941 shares; 2025Q2: 142,008 shares; 2025Q3: 140,050 shares 140,050 $22.8M 0.09% -1,958 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 106,373 shares; 2024Q2: 105,025 shares; 2024Q3: 108,510 shares; 2024Q4: 109,668 shares; 2025Q1: 107,246 shares; 2025Q2: 102,728 shares; 2025Q3: 105,520 shares 105,520 $22.8M 0.09% +2,792 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,617 shares; 2024Q2: 21,629 shares; 2024Q3: 20,842 shares; 2024Q4: 17,847 shares; 2025Q1: 18,442 shares; 2025Q2: 18,042 shares; 2025Q3: 17,211 shares 17,211 $22.7M 0.09% -831 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; 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; 2025Q3: 53,298 shares 53,298 $22.7M 0.09% +10,525 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70,759 shares; 2024Q2: 70,276 shares; 2024Q3: 78,295 shares; 2024Q4: 81,927 shares; 2025Q1: 80,960 shares; 2025Q2: 82,420 shares; 2025Q3: 70,801 shares 70,801 $22.7M 0.09% -11,619 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 63,488 shares; 2024Q2: 63,518 shares; 2024Q3: 60,336 shares; 2024Q4: 57,520 shares; 2025Q1: 57,209 shares; 2025Q2: 56,360 shares; 2025Q3: 49,223 shares 49,223 $22.5M 0.08% -7,137 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 450,997 shares; 2024Q2: 313,698 shares; 2024Q3: 322,007 shares; 2024Q4: 293,376 shares; 2025Q1: 284,100 shares; 2025Q2: 287,718 shares; 2025Q3: 263,853 shares 263,853 $22.3M 0.08% -23,865 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,884 shares; 2024Q2: 17,311 shares; 2024Q3: 12,670 shares; 2024Q4: 83,669 shares; 2025Q1: 88,554 shares; 2025Q2: 87,098 shares; 2025Q3: 262,526 shares 262,526 $22.2M 0.08% +175,428 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 88,099 shares; 2024Q2: 90,441 shares; 2024Q3: 86,798 shares; 2024Q4: 84,207 shares; 2025Q1: 82,813 shares; 2025Q2: 81,111 shares; 2025Q3: 73,855 shares 73,855 $22.2M 0.08% -7,256 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 246,249 shares; 2024Q2: 266,797 shares; 2024Q3: 259,037 shares; 2024Q4: 258,005 shares; 2025Q1: 280,355 shares; 2025Q2: 275,763 shares; 2025Q3: 275,026 shares 275,026 $22M 0.08% -737 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 383,308 shares; 2024Q2: 316,759 shares; 2024Q3: 303,161 shares; 2024Q4: 274,438 shares; 2025Q1: 291,508 shares; 2025Q2: 312,703 shares; 2025Q3: 291,178 shares 291,178 $22M 0.08% -21,525 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 149,146 shares; 2024Q2: 150,259 shares; 2024Q3: 148,573 shares; 2024Q4: 144,164 shares; 2025Q1: 133,228 shares; 2025Q2: 131,633 shares; 2025Q3: 130,288 shares 130,288 $22M 0.08% -1,345 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 244,311 shares 244,311 $21.9M 0.08% -21,241 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; 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; 2025Q3: 94,192 shares 94,192 $21.9M 0.08% +19,815 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,164 shares; 2024Q2: 19,466 shares; 2024Q3: 19,182 shares; 2024Q4: 16,980 shares; 2025Q1: 16,195 shares; 2025Q2: 15,813 shares; 2025Q3: 152,662 shares 152,662 $21.8M 0.08% +136,849 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 265,325 shares; 2024Q2: 264,924 shares; 2024Q3: 261,321 shares; 2024Q4: 251,191 shares; 2025Q1: 249,037 shares; 2025Q2: 247,869 shares; 2025Q3: 229,892 shares 229,892 $21.8M 0.08% -17,977 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,866 shares; 2024Q2: 13,236 shares; 2024Q3: 11,342 shares; 2024Q4: 113,727 shares; 2025Q1: 141,106 shares; 2025Q2: 145,785 shares; 2025Q3: 134,255 shares 134,255 $21.6M 0.08% -11,530 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,960 shares; 2024Q2: 16,800 shares; 2024Q3: 13,805 shares; 2024Q4: 13,947 shares; 2025Q1: 13,468 shares; 2025Q2: 211,776 shares; 2025Q3: 199,450 shares 199,450 $21.5M 0.08% -12,326 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 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; 2025Q3: 1,266,911 shares 1,266,911 $21.4M 0.08% +39,267 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 86,019 shares; 2024Q2: 75,173 shares; 2024Q3: 71,194 shares; 2024Q4: 70,139 shares; 2025Q1: 68,054 shares; 2025Q2: 73,037 shares; 2025Q3: 70,087 shares 70,087 $21.4M 0.08% -2,950 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 284,995 shares; 2024Q2: 284,221 shares; 2024Q3: 347,758 shares; 2024Q4: 369,174 shares; 2025Q1: 408,085 shares; 2025Q2: 412,311 shares; 2025Q3: 393,611 shares 393,611 $21.2M 0.08% -18,700 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; 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; 2025Q3: 209,325 shares 209,325 $21.1M 0.08% -92,336 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 292,493 shares; 2024Q2: 332,104 shares; 2024Q3: 341,096 shares; 2024Q4: 333,028 shares; 2025Q1: 360,662 shares; 2025Q2: 369,693 shares; 2025Q3: 366,283 shares 366,283 $20.9M 0.08% -3,410 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 32,439 shares; 2024Q2: 32,977 shares; 2024Q3: 31,934 shares; 2024Q4: 47,918 shares; 2025Q1: 47,816 shares; 2025Q2: 47,327 shares; 2025Q3: 45,705 shares 45,705 $20.9M 0.08% -1,622 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60,930 shares; 2024Q2: 59,804 shares; 2024Q3: 63,937 shares; 2024Q4: 63,804 shares; 2025Q1: 66,550 shares; 2025Q2: 64,819 shares; 2025Q3: 62,880 shares 62,880 $20.7M 0.08% -1,939 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,869 shares; 2024Q2: 55,551 shares; 2024Q3: 63,297 shares; 2024Q4: 57,133 shares; 2025Q1: 58,616 shares; 2025Q2: 44,639 shares; 2025Q3: 42,131 shares 42,131 $20.7M 0.08% -2,508 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 36,921 shares; 2024Q2: 36,874 shares; 2024Q3: 36,381 shares; 2024Q4: 37,832 shares; 2025Q1: 35,652 shares; 2025Q2: 50,635 shares; 2025Q3: 49,259 shares 49,259 $20.4M 0.08% -1,376 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 75,183 shares; 2024Q2: 74,336 shares; 2024Q3: 76,845 shares; 2024Q4: 73,309 shares; 2025Q1: 68,287 shares; 2025Q2: 61,956 shares; 2025Q3: 57,956 shares 57,956 $20.4M 0.08% -4,000 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 207,747 shares; 2024Q2: 192,418 shares; 2024Q3: 188,814 shares; 2024Q4: 185,114 shares; 2025Q1: 168,407 shares; 2025Q2: 159,974 shares; 2025Q3: 164,945 shares 164,945 $20.2M 0.08% +4,971 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 41,724 shares; 2024Q2: 40,270 shares; 2024Q3: 39,262 shares; 2024Q4: 48,068 shares; 2025Q1: 46,165 shares; 2025Q2: 36,971 shares; 2025Q3: 33,029 shares 33,029 $20.1M 0.08% -3,942 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 126,499 shares; 2024Q2: 127,754 shares; 2024Q3: 127,420 shares; 2024Q4: 131,212 shares; 2025Q1: 132,244 shares; 2025Q2: 134,503 shares; 2025Q3: 137,906 shares 137,906 $20.1M 0.08% +3,403 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 133,599 shares; 2024Q2: 122,653 shares; 2024Q3: 141,606 shares; 2024Q4: 172,992 shares; 2025Q1: 138,231 shares; 2025Q2: 182,529 shares; 2025Q3: 180,783 shares 180,783 $20M 0.08% -1,746 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; 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; 2025Q3: 159,431 shares 159,431 $19.8M 0.07% -5,988 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 338,567 shares; 2024Q2: 310,514 shares; 2024Q3: 311,724 shares; 2024Q4: 289,982 shares; 2025Q1: 257,304 shares; 2025Q2: 244,249 shares; 2025Q3: 247,034 shares 247,034 $19.7M 0.07% +2,785 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 46,507 shares; 2024Q2: 45,588 shares; 2024Q3: 46,190 shares; 2024Q4: 43,295 shares; 2025Q1: 41,557 shares; 2025Q2: 40,798 shares; 2025Q3: 39,541 shares 39,541 $19.7M 0.07% -1,257 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 241,646 shares 241,646 $19.7M 0.07% +16,456 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 182,211 shares; 2024Q2: 173,150 shares; 2024Q3: 174,806 shares; 2024Q4: 160,911 shares; 2025Q1: 158,994 shares; 2025Q2: 194,536 shares; 2025Q3: 184,157 shares 184,157 $19.7M 0.07% -10,379 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,572 shares; 2024Q2: 3,236 shares; 2024Q3: 4,450 shares; 2024Q4: 11,894 shares; 2025Q1: 106,180 shares; 2025Q2: 74,533 shares; 2025Q3: 136,898 shares 136,898 $19.6M 0.07% +62,365 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 440,094 shares; 2024Q2: 371,390 shares; 2024Q3: 334,026 shares; 2024Q4: 276,970 shares; 2025Q1: 281,486 shares; 2025Q2: 299,383 shares; 2025Q3: 280,196 shares 280,196 $19.5M 0.07% -19,187 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 177,376 shares; 2024Q2: 158,573 shares; 2024Q3: 166,878 shares; 2024Q4: 168,303 shares; 2025Q1: 169,448 shares; 2025Q2: 169,881 shares; 2025Q3: 172,577 shares 172,577 $19.4M 0.07% +2,696 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 564,443 shares; 2024Q2: 541,437 shares; 2024Q3: 563,459 shares; 2024Q4: 558,574 shares; 2025Q1: 503,994 shares; 2025Q2: 408,077 shares; 2025Q3: 399,917 shares 399,917 $19.3M 0.07% -8,160 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 222,552 shares; 2024Q2: 215,941 shares; 2024Q3: 208,744 shares; 2024Q4: 202,155 shares; 2025Q1: 194,925 shares; 2025Q2: 202,422 shares; 2025Q3: 202,847 shares 202,847 $19.3M 0.07% +425 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 424,950 shares; 2024Q2: 422,708 shares; 2024Q3: 417,807 shares; 2024Q4: 519,964 shares; 2025Q1: 558,337 shares; 2025Q2: 531,580 shares; 2025Q3: 542,035 shares 542,035 $19.2M 0.07% +10,455 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 362,870 shares; 2024Q2: 354,067 shares; 2024Q3: 358,712 shares; 2024Q4: 324,813 shares; 2025Q1: 328,045 shares; 2025Q2: 339,398 shares; 2025Q3: 320,459 shares 320,459 $19.1M 0.07% -18,939 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 72,286 shares; 2024Q2: 365,835 shares; 2024Q3: 367,064 shares; 2024Q4: 364,164 shares; 2025Q1: 365,793 shares; 2025Q2: 370,096 shares; 2025Q3: 371,276 shares 371,276 $19M 0.07% +1,180 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 105,721 shares; 2024Q2: 108,270 shares; 2024Q3: 108,063 shares; 2024Q4: 97,897 shares; 2025Q1: 95,016 shares; 2025Q2: 92,964 shares; 2025Q3: 85,675 shares 85,675 $18.9M 0.07% -7,289 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 76,279 shares; 2024Q2: 75,026 shares; 2024Q3: 73,498 shares; 2024Q4: 71,626 shares; 2025Q1: 70,415 shares; 2025Q2: 69,377 shares; 2025Q3: 68,161 shares 68,161 $18.7M 0.07% -1,216 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; 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; 2025Q3: 407,615 shares 407,615 $18.6M 0.07% +237 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; 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; 2025Q3: 222,675 shares 222,675 $18.5M 0.07% -4,285 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 117,358 shares; 2024Q2: 115,498 shares; 2024Q3: 124,113 shares; 2024Q4: 127,183 shares; 2025Q1: 126,325 shares; 2025Q2: 129,501 shares; 2025Q3: 104,093 shares 104,093 $18.4M 0.07% -25,408 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 121,490 shares 121,490 $18.2M 0.07% +10,397 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; 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; 2025Q3: 215,271 shares 215,271 $18.1M 0.07% +3,600 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 192,802 shares 192,802 $18M 0.07% -9,710 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; 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; 2025Q3: 51,144 shares 51,144 $17.9M 0.07% -322 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,915 shares; 2024Q2: 54,677 shares; 2024Q3: 52,854 shares; 2024Q4: 50,462 shares; 2025Q1: 57,758 shares; 2025Q2: 58,355 shares; 2025Q3: 56,083 shares 56,083 $17.8M 0.07% -2,272 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; 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; 2025Q3: 1,380,703 shares 1,380,703 $17.7M 0.07% +63,069 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 254,300 shares 254,300 $17.7M 0.07% -2,827 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 260,311 shares 260,311 $17.6M 0.07% -27,988 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 99,595 shares; 2024Q2: 181,381 shares; 2024Q3: 195,784 shares; 2024Q4: 325,378 shares; 2025Q1: 265,361 shares; 2025Q2: 295,256 shares; 2025Q3: 269,054 shares 269,054 $17.5M 0.07% -26,202 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,357 shares; 2024Q2: 8,882 shares; 2024Q3: 8,134 shares; 2024Q4: 7,145 shares; 2025Q1: 13,566 shares; 2025Q2: 105,411 shares; 2025Q3: 125,690 shares 125,690 $17.4M 0.07% +20,279 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 81,655 shares; 2024Q2: 80,246 shares; 2024Q3: 75,303 shares; 2024Q4: 70,522 shares; 2025Q1: 70,068 shares; 2025Q2: 69,326 shares; 2025Q3: 66,713 shares 66,713 $17.4M 0.07% -2,613 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; 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; 2025Q3: 66,941 shares 66,941 $17.4M 0.07% -6,012 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 189,400 shares; 2024Q2: 189,882 shares; 2024Q3: 182,071 shares; 2024Q4: 178,783 shares; 2025Q1: 173,420 shares; 2025Q2: 162,769 shares; 2025Q3: 134,471 shares 134,471 $17.3M 0.07% -28,298 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29,041 shares; 2024Q2: 26,313 shares; 2024Q3: 18,551 shares; 2024Q4: 16,462 shares; 2025Q1: 16,738 shares; 2025Q2: 19,104 shares; 2025Q3: 27,132 shares 27,132 $17.3M 0.07% +8,028 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; 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; 2025Q3: 221,865 shares 221,865 $17.2M 0.06% -21,405 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; 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; 2025Q3: 81,286 shares 81,286 $17.2M 0.06% -9,446 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 78,018 shares; 2024Q2: 74,717 shares; 2024Q3: 70,357 shares; 2024Q4: 63,630 shares; 2025Q1: 61,319 shares; 2025Q2: 59,881 shares; 2025Q3: 59,416 shares 59,416 $17.1M 0.06% -465 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; 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; 2025Q3: 91,128 shares 91,128 $17M 0.06% -626 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; 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; 2025Q3: 101,486 shares 101,486 $17M 0.06% -17,120 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; 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; 2025Q3: 230,292 shares 230,292 $16.8M 0.06% +18,943 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 203,552 shares 203,552 $16.8M 0.06% -7,362 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 44,721 shares; 2024Q2: 45,828 shares; 2024Q3: 44,853 shares; 2024Q4: 42,879 shares; 2025Q1: 39,015 shares; 2025Q2: 38,575 shares; 2025Q3: 34,080 shares 34,080 $16.7M 0.06% -4,495 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,770 shares; 2024Q2: 33,933 shares; 2024Q3: 33,822 shares; 2024Q4: 30,873 shares; 2025Q1: 34,197 shares; 2025Q2: 30,454 shares; 2025Q3: 33,771 shares 33,771 $16.7M 0.06% +3,317 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 117,865 shares; 2024Q2: 122,575 shares; 2024Q3: 123,301 shares; 2024Q4: 148,255 shares; 2025Q1: 161,252 shares; 2025Q2: 198,207 shares; 2025Q3: 362,526 shares 362,526 $16.6M 0.06% +164,319 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; 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; 2025Q3: 118,785 shares 118,785 $16.5M 0.06% -11,618 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; 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; 2025Q3: 328,026 shares 328,026 $16.4M 0.06% +1,815 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 137,326 shares; 2024Q2: 136,908 shares; 2024Q3: 134,813 shares; 2024Q4: 132,918 shares; 2025Q1: 126,715 shares; 2025Q2: 117,933 shares; 2025Q3: 116,937 shares 116,937 $16.4M 0.06% -996 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 262 shares; 2024Q2: 175 shares; 2024Q3: 1,804 shares; 2024Q4: 24,562 shares; 2025Q1: 25,508 shares; 2025Q2: 38,342 shares; 2025Q3: 119,086 shares 119,086 $16.4M 0.06% +80,744 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; 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; 2025Q3: 588,480 shares 588,480 $16.3M 0.06% -78,302 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 139,721 shares; 2024Q2: 135,647 shares; 2024Q3: 146,435 shares; 2024Q4: 146,273 shares; 2025Q1: 159,880 shares; 2025Q2: 159,978 shares; 2025Q3: 149,842 shares 149,842 $16.3M 0.06% -10,136 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,206 shares; 2024Q2: 24,050 shares; 2024Q3: 25,898 shares; 2024Q4: 25,493 shares; 2025Q1: 27,368 shares; 2025Q2: 25,103 shares; 2025Q3: 28,743 shares 28,743 $16.3M 0.06% +3,640 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,499 shares; 2024Q2: 21,918 shares; 2024Q3: 86,631 shares; 2024Q4: 83,776 shares; 2025Q1: 91,991 shares; 2025Q2: 98,113 shares; 2025Q3: 79,160 shares 79,160 $16.2M 0.06% -18,953 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; 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; 2025Q3: 177,019 shares 177,019 $16.2M 0.06% -11,727 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 215,062 shares 215,062 $15.9M 0.06% +8,384 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 207,362 shares; 2024Q2: 202,053 shares; 2024Q3: 200,198 shares; 2024Q4: 169,926 shares; 2025Q1: 171,244 shares; 2025Q2: 167,734 shares; 2025Q3: 164,008 shares 164,008 $15.7M 0.06% -3,726 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 156,718 shares; 2024Q2: 165,103 shares; 2024Q3: 156,862 shares; 2024Q4: 150,786 shares; 2025Q1: 145,826 shares; 2025Q2: 127,340 shares; 2025Q3: 115,244 shares 115,244 $15.7M 0.06% -12,096 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,209 shares; 2024Q2: 19,872 shares; 2024Q3: 19,098 shares; 2024Q4: 18,538 shares; 2025Q1: 16,918 shares; 2025Q2: 16,881 shares; 2025Q3: 16,442 shares 16,442 $15.7M 0.06% -439 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 723,774 shares; 2024Q2: 705,111 shares; 2024Q3: 714,001 shares; 2024Q4: 655,807 shares; 2025Q1: 579,807 shares; 2025Q2: 545,788 shares; 2025Q3: 550,467 shares 550,467 $15.6M 0.06% +4,679 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; 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; 2025Q3: 1,338,167 shares 1,338,167 $15.6M 0.06% 0 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,819 shares; 2024Q2: 12,646 shares; 2024Q3: 11,189 shares; 2024Q4: 10,717 shares; 2025Q1: 31,825 shares; 2025Q2: 9,293 shares; 2025Q3: 118,262 shares 118,262 $15.5M 0.06% +108,969 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,350 shares; 2024Q2: 18,939 shares; 2024Q3: 19,023 shares; 2024Q4: 17,365 shares; 2025Q1: 15,828 shares; 2025Q2: 16,800 shares; 2025Q3: 16,133 shares 16,133 $15.4M 0.06% -667 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 78,299 shares; 2024Q2: 73,706 shares; 2024Q3: 68,607 shares; 2024Q4: 62,915 shares; 2025Q1: 66,785 shares; 2025Q2: 62,723 shares; 2025Q3: 81,573 shares 81,573 $15.3M 0.06% +18,850 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 113,034 shares 113,034 $15.1M 0.06% +13,494 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 191,525 shares; 2024Q2: 193,382 shares; 2024Q3: 220,756 shares; 2024Q4: 301,612 shares; 2025Q1: 294,475 shares; 2025Q2: 319,266 shares; 2025Q3: 322,934 shares 322,934 $15.1M 0.06% +3,668 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 282,098 shares; 2024Q2: 260,793 shares; 2024Q3: 236,217 shares; 2024Q4: 208,000 shares; 2025Q1: 205,268 shares; 2025Q2: 194,119 shares; 2025Q3: 179,157 shares 179,157 $15M 0.06% -14,962 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; 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; 2025Q3: 222,241 shares 222,241 $14.9M 0.06% -18,817 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; 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; 2025Q3: 128,370 shares 128,370 $14.9M 0.06% -3,916 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; 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; 2025Q3: 347,572 shares 347,572 $14.9M 0.06% +5,946 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 38 shares; 2024Q3: 263,253 shares; 2024Q4: 15,916 shares; 2025Q1: 157,229 shares; 2025Q2: 36,867 shares; 2025Q3: 75,739 shares 75,739 $14.8M 0.06% +38,872 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 79,265 shares; 2024Q2: 78,710 shares; 2024Q3: 77,937 shares; 2024Q4: 79,400 shares; 2025Q1: 79,575 shares; 2025Q2: 72,978 shares; 2025Q3: 68,609 shares 68,609 $14.7M 0.06% -4,369 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 182,199 shares; 2024Q2: 165,345 shares; 2024Q3: 173,279 shares; 2024Q4: 183,408 shares; 2025Q1: 154,139 shares; 2025Q2: 211,030 shares; 2025Q3: 216,965 shares 216,965 $14.7M 0.06% +5,935 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 162,861 shares 162,861 $14.7M 0.06% -13,637 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 170,370 shares; 2024Q2: 164,393 shares; 2024Q3: 161,184 shares; 2024Q4: 153,030 shares; 2025Q1: 152,663 shares; 2025Q2: 302,925 shares; 2025Q3: 297,967 shares 297,967 $14.6M 0.05% -4,958 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 44,460 shares; 2024Q2: 43,131 shares; 2024Q3: 37,963 shares; 2024Q4: 35,856 shares; 2025Q1: 36,571 shares; 2025Q2: 35,364 shares; 2025Q3: 34,108 shares 34,108 $14.5M 0.05% -1,256 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 163,860 shares 163,860 $14.5M 0.05% +4,532 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; 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; 2025Q3: 290,184 shares 290,184 $14.5M 0.05% +19,346 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 90,450 shares; 2024Q2: 79,119 shares; 2024Q3: 71,298 shares; 2024Q4: 69,729 shares; 2025Q1: 67,344 shares; 2025Q2: 65,346 shares; 2025Q3: 62,951 shares 62,951 $14.4M 0.05% -2,395 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 19 shares 19 $14.3M 0.05% -4 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 32,625 shares; 2024Q2: 34,555 shares; 2024Q3: 33,123 shares; 2024Q4: 33,689 shares; 2025Q1: 33,510 shares; 2025Q2: 32,524 shares; 2025Q3: 33,874 shares 33,874 $14.3M 0.05% +1,350 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 99,202 shares; 2024Q2: 90,852 shares; 2024Q3: 89,944 shares; 2024Q4: 94,047 shares; 2025Q1: 88,388 shares; 2025Q2: 82,289 shares; 2025Q3: 73,567 shares 73,567 $14.2M 0.05% -8,722 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; 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; 2025Q3: 278,393 shares 278,393 $14.1M 0.05% +2,294 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; 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; 2025Q3: 45,547 shares 45,547 $14M 0.05% +638 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 139,744 shares; 2024Q2: 133,923 shares; 2024Q3: 126,229 shares; 2024Q4: 125,093 shares; 2025Q1: 115,349 shares; 2025Q2: 112,365 shares; 2025Q3: 110,208 shares 110,208 $14M 0.05% -2,157 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; 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; 2025Q3: 101,326 shares 101,326 $14M 0.05% +15,495 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; 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; 2025Q3: 108,280 shares 108,280 $13.9M 0.05% +74 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 140,543 shares 140,543 $13.8M 0.05% -3,670 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; 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; 2025Q3: 226,435 shares 226,435 $13.8M 0.05% +37,296 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 146,300 shares; 2024Q4: 121,158 shares; 2025Q1: 235,803 shares; 2025Q2: 368,584 shares; 2025Q3: 386,416 shares 386,416 $13.8M 0.05% +17,832 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 114,030 shares; 2024Q2: 106,097 shares; 2024Q3: 106,291 shares; 2024Q4: 103,515 shares; 2025Q1: 105,447 shares; 2025Q2: 103,045 shares; 2025Q3: 98,579 shares 98,579 $13.8M 0.05% -4,466 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; 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; 2025Q3: 189,275 shares 189,275 $13.7M 0.05% +15,971 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60,266 shares; 2024Q2: 56,135 shares; 2024Q3: 34,390 shares; 2024Q4: 45,786 shares; 2025Q1: 53,217 shares; 2025Q2: 81,730 shares; 2025Q3: 83,604 shares 83,604 $13.7M 0.05% +1,874 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,086 shares; 2024Q2: 5,702 shares; 2024Q3: 4,689 shares; 2024Q4: 4,623 shares; 2025Q1: 7,376 shares; 2025Q2: 4,551 shares; 2025Q3: 67,153 shares 67,153 $13.6M 0.05% +62,602 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; 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; 2025Q3: 79,190 shares 79,190 $13.6M 0.05% -1,689 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,430 shares; 2024Q2: 33,057 shares; 2024Q3: 32,110 shares; 2024Q4: 30,864 shares; 2025Q1: 34,204 shares; 2025Q2: 34,233 shares; 2025Q3: 33,566 shares 33,566 $13.6M 0.05% -667 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 128,612 shares; 2024Q2: 126,382 shares; 2024Q3: 134,868 shares; 2024Q4: 135,440 shares; 2025Q1: 128,118 shares; 2025Q2: 126,933 shares; 2025Q3: 134,233 shares 134,233 $13.5M 0.05% +7,300 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; 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; 2025Q3: 55,288 shares 55,288 $13.4M 0.05% -842 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 140,801 shares; 2024Q2: 142,115 shares; 2024Q3: 161,784 shares; 2024Q4: 213,968 shares; 2025Q1: 243,680 shares; 2025Q2: 236,567 shares; 2025Q3: 247,719 shares 247,719 $13.4M 0.05% +11,152 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 206,361 shares; 2024Q2: 208,240 shares; 2024Q3: 206,709 shares; 2024Q4: 213,936 shares; 2025Q1: 200,081 shares; 2025Q2: 194,333 shares; 2025Q3: 187,049 shares 187,049 $13.3M 0.05% -7,284 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; 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; 2025Q3: 112,123 shares 112,123 $13.3M 0.05% -20,592 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 61,807 shares; 2024Q2: 110,774 shares; 2024Q3: 109,311 shares; 2024Q4: 124,063 shares; 2025Q1: 117,272 shares; 2025Q2: 132,477 shares; 2025Q3: 140,162 shares 140,162 $13.3M 0.05% +7,685 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; 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; 2025Q3: 102,026 shares 102,026 $13.3M 0.05% +3,457 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; 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; 2025Q3: 54,820 shares 54,820 $13.1M 0.05% -2,318 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; 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; 2025Q3: 69,050 shares 69,050 $13M 0.05% +15,443 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 356,525 shares 356,525 $13M 0.05% -150,774 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 152,342 shares 152,342 $12.8M 0.05% -15,960 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,233 shares; 2024Q2: 44,914 shares; 2024Q3: 46,146 shares; 2024Q4: 49,185 shares; 2025Q1: 74,229 shares; 2025Q2: 74,467 shares; 2025Q3: 79,524 shares 79,524 $12.7M 0.05% +5,057 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; 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; 2025Q3: 121,903 shares 121,903 $12.7M 0.05% +917 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; 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; 2025Q3: 89,501 shares 89,501 $12.7M 0.05% -4,745 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; 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; 2025Q3: 112,947 shares 112,947 $12.7M 0.05% -7,039 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200,094 shares; 2024Q2: 198,625 shares; 2024Q3: 200,850 shares; 2024Q4: 187,462 shares; 2025Q1: 164,895 shares; 2025Q2: 162,547 shares; 2025Q3: 152,232 shares 152,232 $12.5M 0.05% -10,315 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 74,825 shares; 2024Q2: 68,055 shares; 2024Q3: 66,183 shares; 2024Q4: 59,675 shares; 2025Q1: 69,259 shares; 2025Q2: 67,480 shares; 2025Q3: 66,502 shares 66,502 $12.5M 0.05% -978 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; 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; 2025Q3: 142,832 shares 142,832 $12.5M 0.05% -1,366 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; 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; 2025Q3: 79,241 shares 79,241 $12.5M 0.05% +3,843 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; 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; 2025Q3: 158,900 shares 158,900 $12.5M 0.05% -2,797 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; 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; 2025Q3: 1,368,310 shares 1,368,310 $12.5M 0.05% +4,142 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 45,875 shares; 2024Q2: 66,688 shares; 2024Q3: 60,873 shares; 2024Q4: 56,428 shares; 2025Q1: 65,532 shares; 2025Q2: 60,790 shares; 2025Q3: 148,039 shares 148,039 $12.4M 0.05% +87,249 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28,556 shares; 2024Q2: 11,600 shares; 2024Q3: 8,092 shares; 2024Q4: 8,856 shares; 2025Q1: 12,947 shares; 2025Q2: 49,695 shares; 2025Q3: 57,973 shares 57,973 $12.4M 0.05% +8,278 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 125,411 shares; 2024Q2: 124,509 shares; 2024Q3: 120,911 shares; 2024Q4: 95,107 shares; 2025Q1: 97,961 shares; 2025Q2: 96,826 shares; 2025Q3: 94,929 shares 94,929 $12.3M 0.05% -1,897 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; 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; 2025Q3: 60,993 shares 60,993 $12.3M 0.05% -7,972 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; 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; 2025Q3: 152,202 shares 152,202 $12.3M 0.05% -6,492 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; 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; 2025Q3: 79,576 shares 79,576 $12.3M 0.05% +2,030 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 128,241 shares; 2024Q2: 127,770 shares; 2024Q3: 129,113 shares; 2024Q4: 133,280 shares; 2025Q1: 172,259 shares; 2025Q2: 169,557 shares; 2025Q3: 180,494 shares 180,494 $12.1M 0.05% +10,937 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 63,106 shares; 2024Q2: 58,039 shares; 2024Q3: 63,594 shares; 2024Q4: 68,511 shares; 2025Q1: 69,112 shares; 2025Q2: 73,999 shares; 2025Q3: 72,987 shares 72,987 $12M 0.05% -1,012 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; 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; 2025Q3: 51,168 shares 51,168 $11.9M 0.04% +9,232 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; 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; 2025Q3: 267,356 shares 267,356 $11.9M 0.04% +36,296 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25,024 shares; 2024Q2: 27,663 shares; 2024Q3: 24,278 shares; 2024Q4: 23,517 shares; 2025Q1: 54,133 shares; 2025Q2: 53,505 shares; 2025Q3: 51,747 shares 51,747 $11.9M 0.04% -1,758 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 230,151 shares 230,151 $11.9M 0.04% -1,067 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 115,191 shares 115,191 $11.9M 0.04% -1,120 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 86,182 shares; 2024Q2: 83,418 shares; 2024Q3: 81,532 shares; 2024Q4: 71,283 shares; 2025Q1: 72,541 shares; 2025Q2: 71,383 shares; 2025Q3: 69,600 shares 69,600 $11.8M 0.04% -1,783 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 54,467 shares; 2024Q2: 53,756 shares; 2024Q3: 55,973 shares; 2024Q4: 46,513 shares; 2025Q1: 48,233 shares; 2025Q2: 47,071 shares; 2025Q3: 36,387 shares 36,387 $11.8M 0.04% -10,684 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; 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; 2025Q3: 89,893 shares 89,893 $11.7M 0.04% +12 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; 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; 2025Q3: 185,959 shares 185,959 $11.7M 0.04% +26,457 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; 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; 2025Q3: 294,831 shares 294,831 $11.6M 0.04% -15,787 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27,269 shares; 2024Q2: 21,038 shares; 2024Q3: 16,269 shares; 2024Q4: 15,466 shares; 2025Q1: 23,552 shares; 2025Q2: 22,002 shares; 2025Q3: 21,132 shares 21,132 $11.5M 0.04% -870 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 142,496 shares; 2024Q2: 153,261 shares; 2024Q3: 149,745 shares; 2024Q4: 145,796 shares; 2025Q1: 180,707 shares; 2025Q2: 532,646 shares; 2025Q3: 193,261 shares 193,261 $11.4M 0.04% -339,385 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 81,564 shares; 2024Q4: 81,119 shares; 2025Q1: 79,917 shares; 2025Q2: 83,806 shares; 2025Q3: 772,634 shares 772,634 $11.3M 0.04% +688,828 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25,427 shares; 2024Q2: 25,367 shares; 2024Q3: 24,504 shares; 2024Q4: 26,349 shares; 2025Q1: 26,907 shares; 2025Q2: 26,274 shares; 2025Q3: 24,407 shares 24,407 $11.3M 0.04% -1,867 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; 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; 2025Q3: 43,013 shares 43,013 $11.3M 0.04% -1,951 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; 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; 2025Q3: 95,308 shares 95,308 $11.3M 0.04% -5,331 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,390 shares; 2024Q4: 121,213 shares; 2025Q1: 188,093 shares; 2025Q2: 245,349 shares; 2025Q3: 166,826 shares 166,826 $11.3M 0.04% -78,523 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 90,879 shares; 2024Q2: 90,429 shares; 2024Q3: 88,125 shares; 2024Q4: 86,280 shares; 2025Q1: 75,300 shares; 2025Q2: 76,748 shares; 2025Q3: 74,178 shares 74,178 $11.3M 0.04% -2,570 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; 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; 2025Q3: 612,535 shares 612,535 $11M 0.04% -39,253 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; 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; 2025Q3: 148,014 shares 148,014 $11M 0.04% +4,116 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,640 shares; 2024Q2: 361,834 shares; 2024Q3: 375,230 shares; 2024Q4: 373,555 shares; 2025Q1: 302,176 shares; 2025Q2: 316,318 shares; 2025Q3: 279,191 shares 279,191 $10.9M 0.04% -37,127 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; 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; 2025Q3: 162,895 shares 162,895 $10.9M 0.04% +4,511 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 98,183 shares; 2024Q2: 93,853 shares; 2024Q3: 100,110 shares; 2024Q4: 96,106 shares; 2025Q1: 96,411 shares; 2025Q2: 99,297 shares; 2025Q3: 95,170 shares 95,170 $10.9M 0.04% -4,127 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 166 shares; 2024Q2: 1,938 shares; 2024Q3: 2,480 shares; 2024Q4: 2,638 shares; 2025Q1: 2,619 shares; 2025Q2: 71,805 shares; 2025Q3: 436,747 shares 436,747 $10.8M 0.04% +364,942 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 175,475 shares; 2024Q2: 169,283 shares; 2024Q3: 159,223 shares; 2024Q4: 145,608 shares; 2025Q1: 129,215 shares; 2025Q2: 126,700 shares; 2025Q3: 96,940 shares 96,940 $10.8M 0.04% -29,760 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 97,213 shares; 2024Q2: 74,749 shares; 2024Q3: 91,039 shares; 2024Q4: 76,245 shares; 2025Q1: 76,868 shares; 2025Q2: 75,822 shares; 2025Q3: 68,893 shares 68,893 $10.8M 0.04% -6,929 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; 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; 2025Q3: 218,568 shares 218,568 $10.8M 0.04% -6,391 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; 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; 2025Q3: 101,970 shares 101,970 $10.7M 0.04% -4,091 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; 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; 2025Q3: 119,232 shares 119,232 $10.7M 0.04% -50,404 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 83,514 shares; 2024Q2: 87,983 shares; 2024Q3: 82,044 shares; 2024Q4: 89,450 shares; 2025Q1: 82,437 shares; 2025Q2: 77,595 shares; 2025Q3: 76,994 shares 76,994 $10.6M 0.04% -601 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,504 shares; 2024Q2: 50,053 shares; 2024Q3: 52,241 shares; 2024Q4: 54,119 shares; 2025Q1: 74,036 shares; 2025Q2: 33,206 shares; 2025Q3: 76,175 shares 76,175 $10.5M 0.04% +42,969 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 88,455 shares 88,455 $10.5M 0.04% -5,608 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 55,836 shares 55,836 $10.4M 0.04% -1,457 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 46,727 shares; 2024Q2: 46,887 shares; 2024Q3: 44,989 shares; 2024Q4: 41,651 shares; 2025Q1: 40,707 shares; 2025Q2: 41,105 shares; 2025Q3: 35,466 shares 35,466 $10.4M 0.04% -5,639 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,575 shares; 2024Q2: 72,993 shares; 2024Q3: 76,085 shares; 2024Q4: 16,255 shares; 2025Q1: 69,251 shares; 2025Q2: 49,693 shares; 2025Q3: 33,309 shares 33,309 $10.3M 0.04% -16,384 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 57,633 shares 57,633 $10.3M 0.04% -5,099 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 123,005 shares; 2024Q2: 127,476 shares; 2024Q3: 117,309 shares; 2024Q4: 69,516 shares; 2025Q1: 67,337 shares; 2025Q2: 66,656 shares; 2025Q3: 67,570 shares 67,570 $10.3M 0.04% +914 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; 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; 2025Q3: 6,875 shares 6,875 $10.3M 0.04% -974 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; 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; 2025Q3: 77,056 shares 77,056 $10.3M 0.04% +2,575 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 112,714 shares 112,714 $10.3M 0.04% -26,234 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29,267 shares; 2024Q2: 20,832 shares; 2024Q3: 19,982 shares; 2024Q4: 20,763 shares; 2025Q1: 16,740 shares; 2025Q2: 40,406 shares; 2025Q3: 45,325 shares 45,325 $10.2M 0.04% +4,919 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 88,135 shares; 2024Q2: 88,577 shares; 2024Q3: 85,171 shares; 2024Q4: 93,890 shares; 2025Q1: 85,918 shares; 2025Q2: 86,359 shares; 2025Q3: 84,139 shares 84,139 $10.2M 0.04% -2,220 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; 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; 2025Q3: 115,078 shares 115,078 $10.2M 0.04% +6,796 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; 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; 2025Q3: 76,348 shares 76,348 $10.2M 0.04% -478 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; 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; 2025Q3: 278,233 shares 278,233 $10.1M 0.04% -2,371 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 87,999 shares; 2024Q2: 89,854 shares; 2024Q3: 89,401 shares; 2024Q4: 89,130 shares; 2025Q1: 104,277 shares; 2025Q2: 104,354 shares; 2025Q3: 117,488 shares 117,488 $10.1M 0.04% +13,134 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; 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; 2025Q3: 49,155 shares 49,155 $10.1M 0.04% +3,950 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; 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; 2025Q3: 72,798 shares 72,798 $10.1M 0.04% -3,025 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 67,093 shares; 2024Q2: 65,707 shares; 2024Q3: 64,417 shares; 2024Q4: 59,478 shares; 2025Q1: 71,430 shares; 2025Q2: 70,157 shares; 2025Q3: 70,456 shares 70,456 $10.1M 0.04% +299 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,013 shares; 2024Q2: 10,588 shares; 2024Q3: 10,640 shares; 2024Q4: 10,509 shares; 2025Q1: 7,690 shares; 2025Q2: 9,906 shares; 2025Q3: 10,906 shares 10,906 $10M 0.04% +1,000 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 68,388 shares; 2024Q2: 68,440 shares; 2024Q3: 65,727 shares; 2024Q4: 68,430 shares; 2025Q1: 65,439 shares; 2025Q2: 64,642 shares; 2025Q3: 70,837 shares 70,837 $10M 0.04% +6,195 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 144,424 shares; 2024Q2: 137,245 shares; 2024Q3: 146,816 shares; 2024Q4: 141,287 shares; 2025Q1: 137,742 shares; 2025Q2: 142,516 shares; 2025Q3: 136,360 shares 136,360 $9.95M 0.04% -6,156 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,306 shares; 2024Q2: 15,360 shares; 2024Q3: 15,551 shares; 2024Q4: 14,187 shares; 2025Q1: 14,976 shares; 2025Q2: 14,907 shares; 2025Q3: 17,690 shares 17,690 $9.95M 0.04% +2,783 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; 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; 2025Q3: 48,901 shares 48,901 $9.93M 0.04% -2,800 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 193,108 shares; 2024Q2: 203,233 shares; 2024Q3: 184,123 shares; 2024Q4: 169,634 shares; 2025Q1: 164,028 shares; 2025Q2: 174,909 shares; 2025Q3: 161,985 shares 161,985 $9.91M 0.04% -12,924 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 135,334 shares; 2024Q2: 120,827 shares; 2024Q3: 113,783 shares; 2024Q4: 113,179 shares; 2025Q1: 110,106 shares; 2025Q2: 91,876 shares; 2025Q3: 89,554 shares 89,554 $9.9M 0.04% -2,322 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,609 shares; 2024Q2: 17,940 shares; 2024Q3: 16,199 shares; 2024Q4: 14,912 shares; 2025Q1: 12,831 shares; 2025Q2: 30,736 shares; 2025Q3: 33,178 shares 33,178 $9.88M 0.04% +2,442 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 45,797 shares; 2024Q2: 46,353 shares; 2024Q3: 45,803 shares; 2024Q4: 45,771 shares; 2025Q1: 43,863 shares; 2025Q2: 43,338 shares; 2025Q3: 41,184 shares 41,184 $9.81M 0.04% -2,154 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; 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; 2025Q3: 90,035 shares 90,035 $9.78M 0.04% -147,077 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; 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; 2025Q3: 73,955 shares 73,955 $9.77M 0.04% -2,815 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 42,664 shares; 2024Q2: 39,351 shares; 2024Q3: 40,243 shares; 2024Q4: 61,864 shares; 2025Q1: 62,566 shares; 2025Q2: 61,518 shares; 2025Q3: 40,565 shares 40,565 $9.76M 0.04% -20,953 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,559 shares; 2024Q2: 14,361 shares; 2024Q3: 12,235 shares; 2024Q4: 11,322 shares; 2025Q1: 12,936 shares; 2025Q2: 12,993 shares; 2025Q3: 24,927 shares 24,927 $9.74M 0.04% +11,934 Timeline SPEM 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; 2023Q4: restricted; 2024Q1: 82,371 shares; 2024Q2: 68,647 shares; 2024Q3: 88,955 shares; 2024Q4: 141,437 shares; 2025Q1: 156,170 shares; 2025Q2: 186,765 shares; 2025Q3: 207,344 shares 207,344 $9.71M 0.04% +20,579 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57,094 shares; 2024Q2: 54,924 shares; 2024Q3: 42,599 shares; 2024Q4: 37,772 shares; 2025Q1: 37,109 shares; 2025Q2: 37,091 shares; 2025Q3: 37,080 shares 37,080 $9.66M 0.04% -11 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,595 shares; 2024Q2: 58,272 shares; 2024Q3: 54,079 shares; 2024Q4: 52,425 shares; 2025Q1: 50,633 shares; 2025Q2: 50,968 shares; 2025Q3: 54,974 shares 54,974 $9.6M 0.04% +4,006 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 31,065 shares 31,065 $9.59M 0.04% -95 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43,131 shares; 2024Q2: 55,347 shares; 2024Q3: 62,465 shares; 2024Q4: 68,590 shares; 2025Q1: 78,903 shares; 2025Q2: 24,468 shares; 2025Q3: 32,030 shares 32,030 $9.59M 0.04% +7,562 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; 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; 2025Q3: 191,951 shares 191,951 $9.56M 0.04% +1,793 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 124,397 shares; 2024Q2: 140,675 shares; 2024Q3: 139,377 shares; 2024Q4: 185,144 shares; 2025Q1: 250,596 shares; 2025Q2: 259,980 shares; 2025Q3: 255,050 shares 255,050 $9.54M 0.04% -4,930 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 137,257 shares; 2024Q2: 136,169 shares; 2024Q3: 127,582 shares; 2024Q4: 124,482 shares; 2025Q1: 113,015 shares; 2025Q2: 122,274 shares; 2025Q3: 114,212 shares 114,212 $9.53M 0.04% -8,062 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 111,842 shares 111,842 $9.5M 0.04% -3,879 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; 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; 2025Q3: 37,316 shares 37,316 $9.5M 0.04% -269 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 112,411 shares 112,411 $9.45M 0.04% -47,885 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; 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; 2025Q3: 90,478 shares 90,478 $9.39M 0.04% -5,573 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 283,637 shares; 2024Q2: 268,183 shares; 2024Q3: 261,666 shares; 2024Q4: 255,060 shares; 2025Q1: 251,643 shares; 2025Q2: 255,951 shares; 2025Q3: 256,280 shares 256,280 $9.37M 0.04% +329 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; 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; 2025Q3: 162,738 shares 162,738 $9.36M 0.04% +10,426 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 175,477 shares 175,477 $9.32M 0.04% -3,255 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 242,724 shares; 2024Q2: 222,706 shares; 2024Q3: 220,884 shares; 2024Q4: 202,528 shares; 2025Q1: 193,266 shares; 2025Q2: 178,114 shares; 2025Q3: 137,563 shares 137,563 $9.26M 0.03% -40,551 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,887 shares; 2024Q2: 17,853 shares; 2024Q3: 17,856 shares; 2024Q4: 16,991 shares; 2025Q1: 20,085 shares; 2025Q2: 18,964 shares; 2025Q3: 17,682 shares 17,682 $9.25M 0.03% -1,282 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; 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; 2025Q3: 83,968 shares 83,968 $9.21M 0.03% -5,902 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 53,227 shares; 2024Q2: 40,731 shares; 2024Q3: 70,234 shares; 2024Q4: 131,316 shares; 2025Q1: 139,232 shares; 2025Q2: 127,929 shares; 2025Q3: 125,805 shares 125,805 $9.17M 0.03% -2,124 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; 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; 2025Q3: 477,410 shares 477,410 $9.14M 0.03% +17,116 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 104,210 shares; 2024Q2: 107,914 shares; 2024Q3: 106,128 shares; 2024Q4: 110,870 shares; 2025Q1: 107,143 shares; 2025Q2: 109,857 shares; 2025Q3: 107,322 shares 107,322 $9.1M 0.03% -2,535 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 169,840 shares; 2024Q2: 167,055 shares; 2024Q3: 135,949 shares; 2024Q4: 126,262 shares; 2025Q1: 125,690 shares; 2025Q2: 119,955 shares; 2025Q3: 116,352 shares 116,352 $9.05M 0.03% -3,603 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; 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; 2025Q3: 312,494 shares 312,494 $9.03M 0.03% +2,527 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 200,053 shares 200,053 $9M 0.03% -22,057 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; 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; 2025Q3: 122,871 shares 122,871 $9M 0.03% -5,162 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 56,302 shares; 2024Q2: 51,407 shares; 2024Q3: 117,274 shares; 2024Q4: 122,522 shares; 2025Q1: 83,674 shares; 2025Q2: 81,085 shares; 2025Q3: 119,361 shares 119,361 $8.75M 0.03% +38,276 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 157,179 shares; 2024Q2: 187,895 shares; 2024Q3: 152,819 shares; 2024Q4: 137,853 shares; 2025Q1: 138,288 shares; 2025Q2: 141,809 shares; 2025Q3: 136,037 shares 136,037 $8.74M 0.03% -5,772 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150,608 shares; 2024Q2: 153,460 shares; 2024Q3: 146,672 shares; 2024Q4: 131,952 shares; 2025Q1: 129,590 shares; 2025Q2: 127,970 shares; 2025Q3: 127,139 shares 127,139 $8.71M 0.03% -831 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; 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; 2025Q3: 89,009 shares 89,009 $8.71M 0.03% -3,576 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 184,755 shares; 2024Q2: 149,517 shares; 2024Q3: 186,181 shares; 2024Q4: 114,000 shares; 2025Q1: 177,327 shares; 2025Q2: 75,498 shares; 2025Q3: 81,739 shares 81,739 $8.7M 0.03% +6,241 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; 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; 2025Q3: 111,367 shares 111,367 $8.68M 0.03% -30,244 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27,992 shares; 2024Q2: 26,443 shares; 2024Q3: 26,122 shares; 2024Q4: 26,530 shares; 2025Q1: 35,676 shares; 2025Q2: 41,257 shares; 2025Q3: 40,715 shares 40,715 $8.61M 0.03% -542 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,973 shares; 2024Q2: 19,785 shares; 2024Q3: 28,120 shares; 2024Q4: 27,823 shares; 2025Q1: 30,538 shares; 2025Q2: 29,768 shares; 2025Q3: 32,911 shares 32,911 $8.59M 0.03% +3,143 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 133,422 shares; 2024Q2: 77,455 shares; 2024Q3: 90,263 shares; 2024Q4: 73,517 shares; 2025Q1: 79,874 shares; 2025Q2: 78,779 shares; 2025Q3: 89,052 shares 89,052 $8.59M 0.03% +10,273 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; 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; 2025Q3: 145,149 shares 145,149 $8.54M 0.03% -14,007 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 52,453 shares; 2024Q2: 50,063 shares; 2024Q3: 47,907 shares; 2024Q4: 41,686 shares; 2025Q1: 32,076 shares; 2025Q2: 49,269 shares; 2025Q3: 50,278 shares 50,278 $8.42M 0.03% +1,009 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 30,070 shares 30,070 $8.35M 0.03% +749 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 56,648 shares; 2024Q2: 46,789 shares; 2024Q3: 48,195 shares; 2024Q4: 56,293 shares; 2025Q1: 63,733 shares; 2025Q2: 60,903 shares; 2025Q3: 62,907 shares 62,907 $8.33M 0.03% +2,004 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 117,018 shares 117,018 $8.31M 0.03% -15,071 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 174,178 shares; 2024Q2: 156,464 shares; 2024Q3: 128,620 shares; 2024Q4: 122,534 shares; 2025Q1: 80,487 shares; 2025Q2: 106,189 shares; 2025Q3: 166,805 shares 166,805 $8.3M 0.03% +60,616 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; 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; 2025Q3: 24,594 shares 24,594 $8.3M 0.03% -388 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; 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; 2025Q3: 136,889 shares 136,889 $8.28M 0.03% -8,303 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 422,159 shares; 2024Q2: 438,048 shares; 2024Q3: 437,755 shares; 2024Q4: 490,716 shares; 2025Q1: 431,930 shares; 2025Q2: 435,679 shares; 2025Q3: 451,629 shares 451,629 $8.24M 0.03% +15,950 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 136,259 shares; 2024Q2: 127,202 shares; 2024Q3: 116,989 shares; 2024Q4: 100,883 shares; 2025Q1: 250,946 shares; 2025Q2: 266,888 shares; 2025Q3: 271,196 shares 271,196 $8.19M 0.03% +4,308 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; 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; 2025Q3: 28,379 shares 28,379 $8.15M 0.03% -2,212 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; 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; 2025Q3: 64,274 shares 64,274 $8.14M 0.03% -138,516 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,316 shares; 2024Q2: 30,513 shares; 2024Q3: 29,686 shares; 2024Q4: 29,422 shares; 2025Q1: 28,033 shares; 2025Q2: 27,343 shares; 2025Q3: 26,733 shares 26,733 $8.08M 0.03% -610 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 69,103 shares; 2024Q2: 69,163 shares; 2024Q3: 67,288 shares; 2024Q4: 72,154 shares; 2025Q1: 67,722 shares; 2025Q2: 64,757 shares; 2025Q3: 64,157 shares 64,157 $8.08M 0.03% -600 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,591 shares; 2024Q2: 13,189 shares; 2024Q3: 12,773 shares; 2024Q4: 12,411 shares; 2025Q1: 12,152 shares; 2025Q2: 13,023 shares; 2025Q3: 12,782 shares 12,782 $8.06M 0.03% -241 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 207,044 shares; 2024Q2: 211,463 shares; 2024Q3: 199,968 shares; 2024Q4: 183,856 shares; 2025Q1: 186,919 shares; 2025Q2: 178,236 shares; 2025Q3: 163,544 shares 163,544 $7.97M 0.03% -14,692 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,483 shares; 2024Q2: 48,395 shares; 2024Q3: 47,815 shares; 2024Q4: 44,542 shares; 2025Q1: 45,344 shares; 2025Q2: 35,015 shares; 2025Q3: 33,743 shares 33,743 $7.96M 0.03% -1,272 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 172,165 shares; 2024Q2: 164,599 shares; 2024Q3: 154,134 shares; 2024Q4: 116,864 shares; 2025Q1: 56,543 shares; 2025Q2: 52,570 shares; 2025Q3: 46,888 shares 46,888 $7.95M 0.03% -5,682 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; 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; 2025Q3: 118,062 shares 118,062 $7.94M 0.03% -17,220 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 52,818 shares; 2024Q2: 55,470 shares; 2024Q3: 93,058 shares; 2024Q4: 89,404 shares; 2025Q1: 112,028 shares; 2025Q2: 116,498 shares; 2025Q3: 103,926 shares 103,926 $7.94M 0.03% -12,572 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 75,152 shares; 2024Q2: 70,300 shares; 2024Q3: 63,379 shares; 2024Q4: 58,906 shares; 2025Q1: 57,804 shares; 2025Q2: 59,110 shares; 2025Q3: 60,625 shares 60,625 $7.91M 0.03% +1,515 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 86,003 shares; 2024Q2: 89,178 shares; 2024Q3: 80,050 shares; 2024Q4: 73,767 shares; 2025Q1: 69,986 shares; 2025Q2: 66,470 shares; 2025Q3: 70,812 shares 70,812 $7.89M 0.03% +4,342 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 198,165 shares; 2024Q2: 200,969 shares; 2024Q3: 201,902 shares; 2024Q4: 206,155 shares; 2025Q1: 211,686 shares; 2025Q2: 219,248 shares; 2025Q3: 211,907 shares 211,907 $7.87M 0.03% -7,341 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 26,263 shares 26,263 $7.82M 0.03% -658 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 250,295 shares; 2024Q2: 250,000 shares; 2024Q3: 250,000 shares; 2024Q4: 800,000 shares; 2025Q1: 3,000,000 shares; 2025Q2: 4,600,000 shares; 2025Q3: 4,600,000 shares 4,600,000 $7.77M 0.03% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,009 shares; 2024Q2: 29,925 shares; 2024Q3: 29,560 shares; 2024Q4: 27,792 shares; 2025Q1: 25,702 shares; 2025Q2: 32,200 shares; 2025Q3: 31,655 shares 31,655 $7.76M 0.03% -545 Timeline