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: restricted; 2024Q2: restricted; 2024Q3: 2,047,347 shares; 2024Q4: 1,996,723 shares; 2025Q1: 1,958,594 shares; 2025Q2: 1,957,427 shares; 2025Q3: 1,939,068 shares 1,939,068 $1B 5.59% -18,359 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: restricted; 2024Q2: restricted; 2024Q3: 3,989,864 shares; 2024Q4: 3,937,572 shares; 2025Q1: 3,913,849 shares; 2025Q2: 3,901,311 shares; 2025Q3: 3,855,040 shares 3,855,040 $982M 5.46% -46,271 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: restricted; 2024Q2: restricted; 2024Q3: 5,033,200 shares; 2024Q4: 4,999,272 shares; 2025Q1: 4,945,648 shares; 2025Q2: 5,032,215 shares; 2025Q3: 4,810,046 shares 4,810,046 $897M 4.99% -222,169 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: restricted; 2024Q2: restricted; 2024Q3: 2,763,325 shares; 2024Q4: 2,761,974 shares; 2025Q1: 2,767,091 shares; 2025Q2: 2,641,904 shares; 2025Q3: 2,620,506 shares 2,620,506 $637M 3.54% -21,398 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: restricted; 2024Q2: restricted; 2024Q3: 2,280,871 shares; 2024Q4: 2,275,433 shares; 2025Q1: 2,282,106 shares; 2025Q2: 2,297,386 shares; 2025Q3: 2,289,440 shares 2,289,440 $503M 2.8% -7,946 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: restricted; 2024Q2: restricted; 2024Q3: 1,297,328 shares; 2024Q4: 1,291,433 shares; 2025Q1: 1,308,919 shares; 2025Q2: 1,336,216 shares; 2025Q3: 1,251,813 shares 1,251,813 $413M 2.3% -84,403 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: restricted; 2024Q2: restricted; 2024Q3: 1,219,680 shares; 2024Q4: 1,203,140 shares; 2025Q1: 1,198,021 shares; 2025Q2: 1,204,253 shares; 2025Q3: 1,188,697 shares 1,188,697 $375M 2.09% -15,556 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,960,645 shares; 2024Q4: 4,644,806 shares; 2025Q1: 4,629,792 shares; 2025Q2: 4,679,154 shares; 2025Q3: 5,291,187 shares 5,291,187 $316M 1.76% +612,033 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: restricted; 2024Q2: restricted; 2024Q3: 2,346,647 shares; 2024Q4: 2,290,432 shares; 2025Q1: 2,215,305 shares; 2025Q2: 2,087,646 shares; 2025Q3: 2,020,035 shares 2,020,035 $282M 1.57% -67,611 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: restricted; 2024Q2: restricted; 2024Q3: 271,056 shares; 2024Q4: 272,511 shares; 2025Q1: 331,278 shares; 2025Q2: 358,173 shares; 2025Q3: 361,603 shares 361,603 $266M 1.48% +3,430 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: restricted; 2024Q2: restricted; 2024Q3: 1,857,652 shares; 2024Q4: 1,808,625 shares; 2025Q1: 1,773,862 shares; 2025Q2: 1,722,755 shares; 2025Q3: 1,662,368 shares 1,662,368 $237M 1.32% -60,387 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: restricted; 2024Q2: restricted; 2024Q3: 700,436 shares; 2024Q4: 664,628 shares; 2025Q1: 657,943 shares; 2025Q2: 667,888 shares; 2025Q3: 656,099 shares 656,099 $224M 1.25% -11,789 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: restricted; 2024Q2: restricted; 2024Q3: 440,482 shares; 2024Q4: 442,364 shares; 2025Q1: 452,214 shares; 2025Q2: 456,075 shares; 2025Q3: 462,049 shares 462,049 $216M 1.2% +5,974 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: restricted; 2024Q2: restricted; 2024Q3: 1,428,874 shares; 2024Q4: 1,359,271 shares; 2025Q1: 1,359,698 shares; 2025Q2: 1,343,269 shares; 2025Q3: 1,335,590 shares 1,335,590 $205M 1.14% -7,679 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: restricted; 2024Q2: restricted; 2024Q3: 1,128,893 shares; 2024Q4: 1,148,566 shares; 2025Q1: 1,187,931 shares; 2025Q2: 1,175,100 shares; 2025Q3: 1,165,878 shares 1,165,878 $185M 1.03% -9,222 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: restricted; 2024Q2: restricted; 2024Q3: 1,506,238 shares; 2024Q4: 1,521,139 shares; 2025Q1: 1,538,474 shares; 2025Q2: 1,541,994 shares; 2025Q3: 1,518,038 shares 1,518,038 $171M 0.95% -23,956 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: restricted; 2024Q2: restricted; 2024Q3: 253,613 shares; 2024Q4: 258,042 shares; 2025Q1: 253,761 shares; 2025Q2: 250,972 shares; 2025Q3: 254,060 shares 254,060 $169M 0.94% +3,088 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: restricted; 2024Q2: restricted; 2024Q3: 914,385 shares; 2024Q4: 901,258 shares; 2025Q1: 893,836 shares; 2025Q2: 890,558 shares; 2025Q3: 878,855 shares 878,855 $163M 0.91% -11,703 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: restricted; 2024Q2: restricted; 2024Q3: 497,356 shares; 2024Q4: 496,974 shares; 2025Q1: 493,664 shares; 2025Q2: 496,268 shares; 2025Q3: 495,521 shares 495,521 $151M 0.84% -747 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: restricted; 2024Q2: restricted; 2024Q3: 229,561 shares; 2024Q4: 226,883 shares; 2025Q1: 239,283 shares; 2025Q2: 224,994 shares; 2025Q3: 223,832 shares 223,832 $150M 0.83% -1,162 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: restricted; 2024Q2: restricted; 2024Q3: 763,394 shares; 2024Q4: 750,734 shares; 2025Q1: 750,163 shares; 2025Q2: 757,671 shares; 2025Q3: 717,126 shares 717,126 $146M 0.81% -40,545 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: restricted; 2024Q2: restricted; 2024Q3: 1,566,542 shares; 2024Q4: 1,544,150 shares; 2025Q1: 1,523,372 shares; 2025Q2: 1,530,740 shares; 2025Q3: 1,498,045 shares 1,498,045 $145M 0.8% -32,695 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,977 shares; 2024Q4: 164,214 shares; 2025Q1: 176,376 shares; 2025Q2: 181,793 shares; 2025Q3: 174,257 shares 174,257 $133M 0.74% -7,536 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: restricted; 2024Q2: restricted; 2024Q3: 225,951 shares; 2024Q4: 227,805 shares; 2025Q1: 230,409 shares; 2025Q2: 245,937 shares; 2025Q3: 249,466 shares 249,466 $125M 0.7% +3,529 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: restricted; 2024Q2: restricted; 2024Q3: 634,040 shares; 2024Q4: 622,922 shares; 2025Q1: 621,268 shares; 2025Q2: 519,824 shares; 2025Q3: 514,829 shares 514,829 $125M 0.7% -4,995 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: restricted; 2024Q2: restricted; 2024Q3: 495,946 shares; 2024Q4: 498,156 shares; 2025Q1: 498,899 shares; 2025Q2: 497,676 shares; 2025Q3: 492,286 shares 492,286 $124M 0.69% -5,390 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: restricted; 2024Q2: restricted; 2024Q3: 713,194 shares; 2024Q4: 639,466 shares; 2025Q1: 528,163 shares; 2025Q2: 529,055 shares; 2025Q3: 515,672 shares 515,672 $123M 0.69% -13,383 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: restricted; 2024Q2: restricted; 2024Q3: 485,592 shares; 2024Q4: 483,770 shares; 2025Q1: 484,965 shares; 2025Q2: 479,585 shares; 2025Q3: 476,677 shares 476,677 $113M 0.63% -2,908 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: restricted; 2024Q2: restricted; 2024Q3: 525,661 shares; 2024Q4: 525,813 shares; 2025Q1: 511,260 shares; 2025Q2: 498,644 shares; 2025Q3: 485,917 shares 485,917 $113M 0.63% -12,727 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: restricted; 2024Q2: restricted; 2024Q3: 486,945 shares; 2024Q4: 482,819 shares; 2025Q1: 475,882 shares; 2025Q2: 467,128 shares; 2025Q3: 460,024 shares 460,024 $111M 0.62% -7,104 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: restricted; 2024Q2: restricted; 2024Q3: 141,106 shares; 2024Q4: 141,068 shares; 2025Q1: 142,476 shares; 2025Q2: 145,363 shares; 2025Q3: 146,001 shares 146,001 $111M 0.62% +638 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,042 shares; 2024Q4: 835,301 shares; 2025Q1: 841,945 shares; 2025Q2: 1,114,229 shares; 2025Q3: 1,114,929 shares 1,114,929 $110M 0.61% +700 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: restricted; 2024Q2: restricted; 2024Q3: 934,302 shares; 2024Q4: 1,080,173 shares; 2025Q1: 1,074,083 shares; 2025Q2: 1,066,335 shares; 2025Q3: 1,053,184 shares 1,053,184 $109M 0.6% -13,151 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: restricted; 2024Q2: restricted; 2024Q3: 156,781 shares; 2024Q4: 139,653 shares; 2025Q1: 137,691 shares; 2025Q2: 139,309 shares; 2025Q3: 139,802 shares 139,802 $108M 0.6% +493 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: restricted; 2024Q2: restricted; 2024Q3: 400,108 shares; 2024Q4: 392,017 shares; 2025Q1: 404,450 shares; 2025Q2: 370,830 shares; 2025Q3: 370,498 shares 370,498 $104M 0.58% -332 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: restricted; 2024Q2: restricted; 2024Q3: 114,697 shares; 2024Q4: 112,685 shares; 2025Q1: 111,344 shares; 2025Q2: 111,001 shares; 2025Q3: 111,059 shares 111,059 $103M 0.57% +58 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: restricted; 2024Q2: restricted; 2024Q3: 943,342 shares; 2024Q4: 924,687 shares; 2025Q1: 919,434 shares; 2025Q2: 859,240 shares; 2025Q3: 704,657 shares 704,657 $99M 0.55% -154,583 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: restricted; 2024Q2: restricted; 2024Q3: 229,601 shares; 2024Q4: 217,302 shares; 2025Q1: 213,750 shares; 2025Q2: 202,754 shares; 2025Q3: 200,070 shares 200,070 $97M 0.54% -2,684 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: restricted; 2024Q2: restricted; 2024Q3: 88,696 shares; 2024Q4: 92,935 shares; 2025Q1: 150,724 shares; 2025Q2: 155,213 shares; 2025Q3: 158,268 shares 158,268 $96.4M 0.54% +3,055 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: restricted; 2024Q2: restricted; 2024Q3: 131,915 shares; 2024Q4: 109,372 shares; 2025Q1: 110,323 shares; 2025Q2: 111,576 shares; 2025Q3: 103,989 shares 103,989 $95.7M 0.53% -7,587 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: restricted; 2024Q2: restricted; 2024Q3: 193,109 shares; 2024Q4: 192,811 shares; 2025Q1: 205,336 shares; 2025Q2: 200,608 shares; 2025Q3: 202,674 shares 202,674 $92.7M 0.52% +2,066 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: restricted; 2024Q2: restricted; 2024Q3: 986,491 shares; 2024Q4: 976,272 shares; 2025Q1: 974,312 shares; 2025Q2: 1,002,663 shares; 2025Q3: 917,414 shares 917,414 $89.9M 0.5% -85,249 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: restricted; 2024Q2: restricted; 2024Q3: 234,599 shares; 2024Q4: 227,079 shares; 2025Q1: 228,053 shares; 2025Q2: 221,011 shares; 2025Q3: 217,739 shares 217,739 $88.2M 0.49% -3,272 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: restricted; 2024Q2: restricted; 2024Q3: 667,906 shares; 2024Q4: 647,430 shares; 2025Q1: 620,644 shares; 2025Q2: 556,166 shares; 2025Q3: 567,010 shares 567,010 $88.1M 0.49% +10,844 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: restricted; 2024Q2: restricted; 2024Q3: 25,779 shares; 2024Q4: 46,759 shares; 2025Q1: 48,384 shares; 2025Q2: 300,964 shares; 2025Q3: 429,892 shares 429,892 $87.5M 0.49% +128,928 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: restricted; 2024Q2: restricted; 2024Q3: 570,589 shares; 2024Q4: 562,283 shares; 2025Q1: 546,772 shares; 2025Q2: 534,295 shares; 2025Q3: 515,136 shares 515,136 $86.2M 0.48% -19,159 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,981,530 shares; 2025Q2: 4,992,290 shares; 2025Q3: 4,994,115 shares 4,994,115 $85.7M 0.48% +1,825 Timeline IBB 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: restricted; 2024Q2: restricted; 2024Q3: 743,366 shares; 2024Q4: 626,331 shares; 2025Q1: 599,700 shares; 2025Q2: 559,240 shares; 2025Q3: 586,926 shares 586,926 $84.7M 0.47% +27,686 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: restricted; 2024Q2: restricted; 2024Q3: 483,136 shares; 2024Q4: 487,656 shares; 2025Q1: 465,233 shares; 2025Q2: 455,221 shares; 2025Q3: 457,845 shares 457,845 $84.1M 0.47% +2,624 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,016 shares; 2025Q1: 1,248,536 shares; 2025Q2: 1,584,040 shares; 2025Q3: 1,652,216 shares 1,652,216 $83.9M 0.47% +68,176 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: restricted; 2024Q2: restricted; 2024Q3: 334,025 shares; 2024Q4: 339,525 shares; 2025Q1: 353,354 shares; 2025Q2: 386,358 shares; 2025Q3: 391,868 shares 391,868 $83.3M 0.46% +5,510 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,318 shares; 2024Q4: 406,075 shares; 2025Q1: 381,872 shares; 2025Q2: 369,878 shares; 2025Q3: 373,143 shares 373,143 $81.9M 0.46% +3,265 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: restricted; 2024Q2: restricted; 2024Q3: 843,834 shares; 2024Q4: 848,734 shares; 2025Q1: 855,665 shares; 2025Q2: 859,633 shares; 2025Q3: 1,081,707 shares 1,081,707 $81.7M 0.45% +222,074 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: restricted; 2024Q2: restricted; 2024Q3: 13,552 shares; 2024Q4: 13,544 shares; 2025Q1: 14,289 shares; 2025Q2: 14,835 shares; 2025Q3: 14,863 shares 14,863 $80.2M 0.45% +28 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: restricted; 2024Q2: restricted; 2024Q3: 926,726 shares; 2024Q4: 944,548 shares; 2025Q1: 898,262 shares; 2025Q2: 724,377 shares; 2025Q3: 428,021 shares 428,021 $78.1M 0.43% -296,356 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: restricted; 2024Q2: restricted; 2024Q3: 1,247,708 shares; 2024Q4: 1,244,687 shares; 2025Q1: 1,262,702 shares; 2025Q2: 1,234,193 shares; 2025Q3: 1,254,635 shares 1,254,635 $75.2M 0.42% +20,442 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: restricted; 2024Q2: restricted; 2024Q3: 473,828 shares; 2024Q4: 477,927 shares; 2025Q1: 496,890 shares; 2025Q2: 646,119 shares; 2025Q3: 658,827 shares 658,827 $74.1M 0.41% +12,708 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: restricted; 2024Q2: restricted; 2024Q3: 23,570 shares; 2024Q4: 22,161 shares; 2025Q1: 49,325 shares; 2025Q2: 59,223 shares; 2025Q3: 61,423 shares 61,423 $73.6M 0.41% +2,200 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: restricted; 2024Q2: restricted; 2024Q3: 195,904 shares; 2024Q4: 197,493 shares; 2025Q1: 203,097 shares; 2025Q2: 237,791 shares; 2025Q3: 224,315 shares 224,315 $73.6M 0.41% -13,476 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: restricted; 2024Q2: restricted; 2024Q3: 243,432 shares; 2024Q4: 236,084 shares; 2025Q1: 232,064 shares; 2025Q2: 239,083 shares; 2025Q3: 226,340 shares 226,340 $72.4M 0.4% -12,743 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: restricted; 2024Q2: restricted; 2024Q3: 163,530 shares; 2024Q4: 176,013 shares; 2025Q1: 158,919 shares; 2025Q2: 153,275 shares; 2025Q3: 145,040 shares 145,040 $72.4M 0.4% -8,235 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: restricted; 2024Q2: restricted; 2024Q3: 128,682 shares; 2024Q4: 203,869 shares; 2025Q1: 203,354 shares; 2025Q2: 201,718 shares; 2025Q3: 197,007 shares 197,007 $72M 0.4% -4,711 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: restricted; 2024Q2: restricted; 2024Q3: 180,523 shares; 2024Q4: 183,427 shares; 2025Q1: 186,249 shares; 2025Q2: 193,554 shares; 2025Q3: 193,919 shares 193,919 $71.7M 0.4% +365 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: restricted; 2024Q2: restricted; 2024Q3: 124,430 shares; 2024Q4: 123,150 shares; 2025Q1: 121,924 shares; 2025Q2: 124,698 shares; 2025Q3: 124,877 shares 124,877 $71M 0.4% +179 Timeline XLB 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: restricted; 2024Q2: restricted; 2024Q3: 537,224 shares; 2024Q4: 955,524 shares; 2025Q1: 826,214 shares; 2025Q2: 800,160 shares; 2025Q3: 791,421 shares 791,421 $70.9M 0.39% -8,739 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,319 shares; 2024Q4: 206,037 shares; 2025Q1: 201,392 shares; 2025Q2: 193,001 shares; 2025Q3: 188,916 shares 188,916 $70.7M 0.39% -4,085 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: restricted; 2024Q2: restricted; 2024Q3: 440,927 shares; 2024Q4: 446,071 shares; 2025Q1: 1,640,637 shares; 2025Q2: 2,346,461 shares; 2025Q3: 2,464,581 shares 2,464,581 $69.6M 0.39% +118,120 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: restricted; 2024Q2: restricted; 2024Q3: 594,104 shares; 2024Q4: 540,322 shares; 2025Q1: 533,738 shares; 2025Q2: 578,949 shares; 2025Q3: 535,808 shares 535,808 $69.1M 0.38% -43,141 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: restricted; 2024Q2: restricted; 2024Q3: 190,884 shares; 2024Q4: 184,365 shares; 2025Q1: 178,252 shares; 2025Q2: 309,285 shares; 2025Q3: 322,873 shares 322,873 $68M 0.38% +13,588 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: restricted; 2024Q2: restricted; 2024Q3: 677,922 shares; 2024Q4: 669,938 shares; 2025Q1: 651,367 shares; 2025Q2: 517,852 shares; 2025Q3: 517,798 shares 517,798 $67.9M 0.38% -54 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: restricted; 2024Q2: restricted; 2024Q3: 161,468 shares; 2024Q4: 158,258 shares; 2025Q1: 164,884 shares; 2025Q2: 164,459 shares; 2025Q3: 179,034 shares 179,034 $67.8M 0.38% +14,575 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: restricted; 2024Q2: restricted; 2024Q3: 14,435 shares; 2024Q4: 192,146 shares; 2025Q1: 389,791 shares; 2025Q2: 420,342 shares; 2025Q3: 426,713 shares 426,713 $67.2M 0.37% +6,371 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: restricted; 2024Q2: restricted; 2024Q3: 381,263 shares; 2024Q4: 365,111 shares; 2025Q1: 360,210 shares; 2025Q2: 248,491 shares; 2025Q3: 235,461 shares 235,461 $66.4M 0.37% -13,030 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: restricted; 2024Q2: restricted; 2024Q3: 132,452 shares; 2024Q4: 129,699 shares; 2025Q1: 133,490 shares; 2025Q2: 107,043 shares; 2025Q3: 107,185 shares 107,185 $65.6M 0.37% +142 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: restricted; 2024Q2: restricted; 2024Q3: 1,353,627 shares; 2024Q4: 1,150,944 shares; 2025Q1: 791,269 shares; 2025Q2: 730,936 shares; 2025Q3: 718,072 shares 718,072 $60.3M 0.34% -12,864 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: restricted; 2024Q2: restricted; 2024Q3: 365,226 shares; 2024Q4: 357,808 shares; 2025Q1: 343,112 shares; 2025Q2: 350,045 shares; 2025Q3: 336,913 shares 336,913 $59.6M 0.33% -13,132 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: restricted; 2024Q2: restricted; 2024Q3: 425,901 shares; 2024Q4: 420,892 shares; 2025Q1: 405,238 shares; 2025Q2: 394,323 shares; 2025Q3: 411,926 shares 411,926 $59.1M 0.33% +17,603 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,404 shares; 2024Q4: 311,841 shares; 2025Q1: 282,479 shares; 2025Q2: 279,797 shares; 2025Q3: 290,225 shares 290,225 $58.9M 0.33% +10,428 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: restricted; 2024Q2: restricted; 2024Q3: 135,039 shares; 2024Q4: 128,069 shares; 2025Q1: 128,445 shares; 2025Q2: 137,357 shares; 2025Q3: 132,213 shares 132,213 $58.8M 0.33% -5,144 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718,737 shares; 2025Q2: 757,842 shares; 2025Q3: 760,635 shares 760,635 $58.3M 0.32% +2,793 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: restricted; 2024Q2: restricted; 2024Q3: 142,698 shares; 2024Q4: 144,456 shares; 2025Q1: 130,885 shares; 2025Q2: 129,015 shares; 2025Q3: 121,852 shares 121,852 $58.1M 0.32% -7,163 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: restricted; 2024Q2: restricted; 2024Q3: 1,036,261 shares; 2024Q4: 1,009,424 shares; 2025Q1: 1,008,851 shares; 2025Q2: 1,012,014 shares; 2025Q3: 1,052,142 shares 1,052,142 $57M 0.32% +40,128 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: restricted; 2024Q2: restricted; 2024Q3: 81,260 shares; 2024Q4: 291,437 shares; 2025Q1: 320,156 shares; 2025Q2: 325,482 shares; 2025Q3: 332,091 shares 332,091 $56.7M 0.32% +6,609 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: restricted; 2024Q2: restricted; 2024Q3: 262,663 shares; 2024Q4: 258,029 shares; 2025Q1: 254,656 shares; 2025Q2: 255,501 shares; 2025Q3: 256,226 shares 256,226 $56.6M 0.31% +725 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: restricted; 2024Q2: restricted; 2024Q3: 1,175,795 shares; 2024Q4: 1,099,137 shares; 2025Q1: 1,124,755 shares; 2025Q2: 1,017,137 shares; 2025Q3: 1,090,588 shares 1,090,588 $56.3M 0.31% +73,451 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: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,562 shares; 2025Q1: 434,775 shares; 2025Q2: 469,322 shares; 2025Q3: 629,735 shares 629,735 $55.9M 0.31% +160,413 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: restricted; 2024Q2: restricted; 2024Q3: 221,565 shares; 2024Q4: 222,315 shares; 2025Q1: 230,854 shares; 2025Q2: 239,982 shares; 2025Q3: 240,233 shares 240,233 $55.1M 0.31% +251 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: restricted; 2024Q2: restricted; 2024Q3: 433,583 shares; 2024Q4: 428,587 shares; 2025Q1: 414,823 shares; 2025Q2: 405,919 shares; 2025Q3: 408,496 shares 408,496 $54.7M 0.3% +2,577 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: restricted; 2024Q2: restricted; 2024Q3: 170,149 shares; 2024Q4: 176,730 shares; 2025Q1: 179,782 shares; 2025Q2: 184,475 shares; 2025Q3: 183,913 shares 183,913 $51.8M 0.29% -562 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: restricted; 2024Q2: restricted; 2024Q3: 128,130 shares; 2024Q4: 121,493 shares; 2025Q1: 118,823 shares; 2025Q2: 117,110 shares; 2025Q3: 109,739 shares 109,739 $50.2M 0.28% -7,371 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: restricted; 2024Q2: restricted; 2024Q3: 790,611 shares; 2024Q4: 749,260 shares; 2025Q1: 728,072 shares; 2025Q2: 692,741 shares; 2025Q3: 694,081 shares 694,081 $47.5M 0.26% +1,340 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: restricted; 2024Q2: restricted; 2024Q3: 356,908 shares; 2024Q4: 375,697 shares; 2025Q1: 391,749 shares; 2025Q2: 407,454 shares; 2025Q3: 388,573 shares 388,573 $46.8M 0.26% -18,881 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: restricted; 2024Q2: restricted; 2024Q3: 217,526 shares; 2024Q4: 216,252 shares; 2025Q1: 214,467 shares; 2025Q2: 205,664 shares; 2025Q3: 395,176 shares 395,176 $45.2M 0.25% +189,512 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,720 shares; 2024Q4: 111,638 shares; 2025Q1: 110,132 shares; 2025Q2: 108,391 shares; 2025Q3: 106,715 shares 106,715 $45M 0.25% -1,676 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: restricted; 2024Q2: restricted; 2024Q3: 338,898 shares; 2024Q4: 351,668 shares; 2025Q1: 339,010 shares; 2025Q2: 340,562 shares; 2025Q3: 369,965 shares 369,965 $44.9M 0.25% +29,403 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232,013 shares; 2024Q4: 1,229,247 shares; 2025Q1: 1,214,149 shares; 2025Q2: 1,262,530 shares; 2025Q3: 1,244,377 shares 1,244,377 $44.7M 0.25% -18,153 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770,056 shares; 2025Q3: 762,227 shares 762,227 $43.8M 0.24% -7,829 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: restricted; 2024Q2: restricted; 2024Q3: 128,700 shares; 2024Q4: 127,976 shares; 2025Q1: 128,254 shares; 2025Q2: 132,148 shares; 2025Q3: 128,415 shares 128,415 $42.7M 0.24% -3,733 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: restricted; 2024Q2: restricted; 2024Q3: 290,285 shares; 2024Q4: 291,319 shares; 2025Q1: 287,913 shares; 2025Q2: 284,971 shares; 2025Q3: 283,675 shares 283,675 $40.3M 0.22% -1,296 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: restricted; 2024Q2: restricted; 2024Q3: 2,092,752 shares; 2024Q4: 1,632,160 shares; 2025Q1: 1,645,384 shares; 2025Q2: 1,606,977 shares; 2025Q3: 1,566,593 shares 1,566,593 $39.9M 0.22% -40,384 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: restricted; 2024Q2: restricted; 2024Q3: 247,047 shares; 2024Q4: 261,453 shares; 2025Q1: 274,387 shares; 2025Q2: 286,890 shares; 2025Q3: 166,990 shares 166,990 $39.6M 0.22% -119,900 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,424 shares; 2024Q4: 204,012 shares; 2025Q1: 206,569 shares; 2025Q2: 209,872 shares; 2025Q3: 138,481 shares 138,481 $39.1M 0.22% -71,391 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: restricted; 2024Q2: restricted; 2024Q3: 169,881 shares; 2024Q4: 162,900 shares; 2025Q1: 152,521 shares; 2025Q2: 144,358 shares; 2025Q3: 143,060 shares 143,060 $38.7M 0.22% -1,298 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: restricted; 2024Q2: restricted; 2024Q3: 159,982 shares; 2024Q4: 157,037 shares; 2025Q1: 153,602 shares; 2025Q2: 152,881 shares; 2025Q3: 136,908 shares 136,908 $38.6M 0.21% -15,973 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: restricted; 2024Q2: restricted; 2024Q3: 1,720,902 shares; 2024Q4: 1,695,017 shares; 2025Q1: 704,567 shares; 2025Q2: 642,069 shares; 2025Q3: 610,828 shares 610,828 $38.2M 0.21% -31,241 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: restricted; 2024Q2: restricted; 2024Q3: 581,264 shares; 2024Q4: 546,028 shares; 2025Q1: 559,232 shares; 2025Q2: 562,564 shares; 2025Q3: 576,746 shares 576,746 $38M 0.21% +14,182 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: restricted; 2024Q2: restricted; 2024Q3: 362,283 shares; 2024Q4: 360,850 shares; 2025Q1: 227,076 shares; 2025Q2: 193,882 shares; 2025Q3: 190,218 shares 190,218 $37.7M 0.21% -3,664 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,412 shares; 2025Q1: 33,030 shares; 2025Q2: 31,576 shares; 2025Q3: 32,029 shares 32,029 $37.3M 0.21% +453 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: restricted; 2024Q2: restricted; 2024Q3: 568,081 shares; 2024Q4: 562,814 shares; 2025Q1: 560,665 shares; 2025Q2: 560,263 shares; 2025Q3: 563,196 shares 563,196 $37.2M 0.21% +2,933 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 858,840 shares; 2025Q1: 980,424 shares; 2025Q2: 987,208 shares; 2025Q3: 1,000,483 shares 1,000,483 $36.5M 0.2% +13,275 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: restricted; 2024Q2: restricted; 2024Q3: 92,392 shares; 2024Q4: 92,048 shares; 2025Q1: 90,513 shares; 2025Q2: 89,262 shares; 2025Q3: 72,225 shares 72,225 $35.4M 0.2% -17,037 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: restricted; 2024Q2: restricted; 2024Q3: 156,199 shares; 2024Q4: 151,660 shares; 2025Q1: 150,493 shares; 2025Q2: 139,167 shares; 2025Q3: 134,215 shares 134,215 $35M 0.19% -4,952 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: restricted; 2024Q2: restricted; 2024Q3: 379,140 shares; 2024Q4: 378,860 shares; 2025Q1: 370,007 shares; 2025Q2: 364,489 shares; 2025Q3: 370,262 shares 370,262 $34.6M 0.19% +5,773 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: restricted; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 7,896 shares; 2025Q1: 7,894 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares 7,957 $34.1M 0.19% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,194 shares; 2024Q4: 394,777 shares; 2025Q1: 365,924 shares; 2025Q2: 366,247 shares; 2025Q3: 368,368 shares 368,368 $33.4M 0.19% +2,121 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: restricted; 2024Q2: restricted; 2024Q3: 254,064 shares; 2024Q4: 251,106 shares; 2025Q1: 282,368 shares; 2025Q2: 365,626 shares; 2025Q3: 379,853 shares 379,853 $33.2M 0.18% +14,227 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: restricted; 2024Q2: restricted; 2024Q3: 129,633 shares; 2024Q4: 125,375 shares; 2025Q1: 109,339 shares; 2025Q2: 100,781 shares; 2025Q3: 93,653 shares 93,653 $33M 0.18% -7,128 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: restricted; 2024Q2: restricted; 2024Q3: 113,021 shares; 2024Q4: 112,674 shares; 2025Q1: 111,080 shares; 2025Q2: 111,205 shares; 2025Q3: 110,521 shares 110,521 $32.4M 0.18% -684 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: restricted; 2024Q2: restricted; 2024Q3: 43,796 shares; 2024Q4: 44,847 shares; 2025Q1: 48,127 shares; 2025Q2: 50,279 shares; 2025Q3: 52,714 shares 52,714 $31.6M 0.18% +2,435 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: restricted; 2024Q2: restricted; 2024Q3: 305,925 shares; 2024Q4: 342,393 shares; 2025Q1: 344,520 shares; 2025Q2: 321,721 shares; 2025Q3: 296,651 shares 296,651 $31.6M 0.18% -25,070 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: restricted; 2024Q2: restricted; 2024Q3: 40,189 shares; 2024Q4: 39,868 shares; 2025Q1: 39,432 shares; 2025Q2: 39,162 shares; 2025Q3: 39,427 shares 39,427 $31.4M 0.17% +265 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: restricted; 2024Q2: restricted; 2024Q3: 195,900 shares; 2024Q4: 194,118 shares; 2025Q1: 191,186 shares; 2025Q2: 190,912 shares; 2025Q3: 192,608 shares 192,608 $31.2M 0.17% +1,696 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: restricted; 2024Q2: restricted; 2024Q3: 484,765 shares; 2024Q4: 486,154 shares; 2025Q1: 482,384 shares; 2025Q2: 476,854 shares; 2025Q3: 470,273 shares 470,273 $31.2M 0.17% -6,581 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: restricted; 2024Q2: restricted; 2024Q3: 21,790 shares; 2024Q4: 21,811 shares; 2025Q1: 20,256 shares; 2025Q2: 301,358 shares; 2025Q3: 289,220 shares 289,220 $31.2M 0.17% -12,138 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,767 shares; 2024Q4: 152,155 shares; 2025Q1: 150,381 shares; 2025Q2: 141,159 shares; 2025Q3: 124,742 shares 124,742 $30.7M 0.17% -16,417 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 832,497 shares; 2025Q2: 850,464 shares; 2025Q3: 969,957 shares 969,957 $30.7M 0.17% +119,493 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: restricted; 2024Q2: restricted; 2024Q3: 205,790 shares; 2024Q4: 189,838 shares; 2025Q1: 182,961 shares; 2025Q2: 187,832 shares; 2025Q3: 93,526 shares 93,526 $30.2M 0.17% -94,306 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,106 shares; 2024Q4: 171,496 shares; 2025Q1: 166,928 shares; 2025Q2: 157,480 shares; 2025Q3: 152,572 shares 152,572 $29.9M 0.17% -4,908 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: restricted; 2024Q2: restricted; 2024Q3: 269,217 shares; 2024Q4: 258,719 shares; 2025Q1: 251,846 shares; 2025Q2: 233,794 shares; 2025Q3: 233,041 shares 233,041 $28.8M 0.16% -753 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 22,194 shares; 2025Q1: 22,400 shares; 2025Q2: 16,082 shares; 2025Q3: 16,017 shares 16,017 $28.7M 0.16% -65 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: restricted; 2024Q2: restricted; 2024Q3: 329,337 shares; 2024Q4: 325,551 shares; 2025Q1: 316,663 shares; 2025Q2: 312,061 shares; 2025Q3: 312,420 shares 312,420 $27.6M 0.15% +359 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 698,092 shares; 2025Q2: 870,747 shares; 2025Q3: 877,255 shares 877,255 $27.4M 0.15% +6,508 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: restricted; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 57,302 shares; 2025Q1: 56,745 shares; 2025Q2: 57,017 shares; 2025Q3: 56,933 shares 56,933 $27.3M 0.15% -84 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: restricted; 2024Q2: restricted; 2024Q3: 80,322 shares; 2024Q4: 77,418 shares; 2025Q1: 76,931 shares; 2025Q2: 77,792 shares; 2025Q3: 75,983 shares 75,983 $27M 0.15% -1,809 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: restricted; 2024Q2: restricted; 2024Q3: 119,099 shares; 2024Q4: 120,415 shares; 2025Q1: 124,317 shares; 2025Q2: 94,590 shares; 2025Q3: 77,130 shares 77,130 $26.6M 0.15% -17,460 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: restricted; 2024Q2: restricted; 2024Q3: 193,985 shares; 2024Q4: 215,974 shares; 2025Q1: 245,494 shares; 2025Q2: 250,964 shares; 2025Q3: 293,635 shares 293,635 $26.2M 0.15% +42,671 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: restricted; 2024Q2: restricted; 2024Q3: 699,952 shares; 2024Q4: 661,907 shares; 2025Q1: 612,984 shares; 2025Q2: 565,052 shares; 2025Q3: 576,563 shares 576,563 $25.3M 0.14% +11,511 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,228 shares; 2024Q4: 530,704 shares; 2025Q1: 571,751 shares; 2025Q2: 246,252 shares; 2025Q3: 218,922 shares 218,922 $25.1M 0.14% -27,330 Timeline GOVT 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: restricted; 2024Q2: restricted; 2024Q3: 2,803,186 shares; 2024Q4: 2,549,661 shares; 2025Q1: 1,403,521 shares; 2025Q2: 1,176,832 shares; 2025Q3: 1,078,377 shares 1,078,377 $24.9M 0.14% -98,455 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,230 shares; 2024Q4: 783,230 shares; 2025Q1: 783,230 shares; 2025Q2: 783,230 shares; 2025Q3: 783,230 shares 783,230 $24.5M 0.14% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,441 shares; 2024Q4: 178,549 shares; 2025Q1: 116,615 shares; 2025Q2: 78,461 shares; 2025Q3: 74,409 shares 74,409 $24.1M 0.13% -4,052 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: restricted; 2024Q2: restricted; 2024Q3: 60,024 shares; 2024Q4: 63,178 shares; 2025Q1: 63,953 shares; 2025Q2: 59,714 shares; 2025Q3: 70,274 shares 70,274 $24M 0.13% +10,560 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 8,728 shares; 2025Q1: 204,892 shares; 2025Q2: 278,909 shares; 2025Q3: 276,388 shares 276,388 $22.1M 0.12% -2,521 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: restricted; 2024Q2: restricted; 2024Q3: 159,418 shares; 2024Q4: 156,442 shares; 2025Q1: 156,954 shares; 2025Q2: 155,224 shares; 2025Q3: 156,073 shares 156,073 $22M 0.12% +849 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,953 shares; 2025Q3: 81,098 shares 81,098 $20.6M 0.11% +72,145 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: restricted; 2024Q2: restricted; 2024Q3: 109,940 shares; 2024Q4: 110,113 shares; 2025Q1: 136,824 shares; 2025Q2: 141,829 shares; 2025Q3: 141,369 shares 141,369 $20.4M 0.11% -460 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,154 shares; 2025Q1: 153,665 shares; 2025Q2: 154,871 shares; 2025Q3: 138,621 shares 138,621 $20.2M 0.11% -16,250 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: restricted; 2024Q2: restricted; 2024Q3: 220,244 shares; 2024Q4: 221,135 shares; 2025Q1: 218,796 shares; 2025Q2: 200,205 shares; 2025Q3: 196,865 shares 196,865 $20M 0.11% -3,340 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,855 shares; 2024Q4: 160,160 shares; 2025Q1: 159,232 shares; 2025Q2: 159,358 shares; 2025Q3: 182,376 shares 182,376 $19M 0.11% +23,018 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: restricted; 2024Q2: restricted; 2024Q3: 171,279 shares; 2024Q4: 146,545 shares; 2025Q1: 120,434 shares; 2025Q2: 108,300 shares; 2025Q3: 111,165 shares 111,165 $18.5M 0.1% +2,865 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: restricted; 2024Q2: restricted; 2024Q3: 202,906 shares; 2024Q4: 205,068 shares; 2025Q1: 200,850 shares; 2025Q2: 196,625 shares; 2025Q3: 219,920 shares 219,920 $18.4M 0.1% +23,295 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: restricted; 2024Q2: restricted; 2024Q3: 55,298 shares; 2024Q4: 40,710 shares; 2025Q1: 62,053 shares; 2025Q2: 51,800 shares; 2025Q3: 52,226 shares 52,226 $18.3M 0.1% +426 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: restricted; 2024Q2: restricted; 2024Q3: 442,625 shares; 2024Q4: 411,646 shares; 2025Q1: 384,620 shares; 2025Q2: 351,774 shares; 2025Q3: 373,545 shares 373,545 $18.1M 0.1% +21,771 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006,099 shares; 2024Q4: 736,084 shares; 2025Q1: 687,352 shares; 2025Q2: 646,798 shares; 2025Q3: 622,002 shares 622,002 $17.4M 0.1% -24,796 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: restricted; 2024Q2: restricted; 2024Q3: 117,741 shares; 2024Q4: 125,379 shares; 2025Q1: 123,938 shares; 2025Q2: 104,130 shares; 2025Q3: 105,767 shares 105,767 $17.1M 0.1% +1,637 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: restricted; 2024Q2: restricted; 2024Q3: 107,761 shares; 2024Q4: 103,073 shares; 2025Q1: 100,808 shares; 2025Q2: 96,951 shares; 2025Q3: 90,234 shares 90,234 $17M 0.09% -6,717 Timeline IYM 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: restricted; 2024Q2: restricted; 2024Q3: 115,426 shares; 2024Q4: 127,319 shares; 2025Q1: 120,939 shares; 2025Q2: 116,082 shares; 2025Q3: 113,584 shares 113,584 $16.8M 0.09% -2,498 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: restricted; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 24,644 shares; 2025Q1: 25,479 shares; 2025Q2: 24,259 shares; 2025Q3: 24,597 shares 24,597 $16.8M 0.09% +338 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: restricted; 2024Q2: restricted; 2024Q3: 34,626 shares; 2024Q4: 34,626 shares; 2025Q1: 34,614 shares; 2025Q2: 34,727 shares; 2025Q3: 34,727 shares 34,727 $16.1M 0.09% 0 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: restricted; 2024Q2: restricted; 2024Q3: 26,872 shares; 2024Q4: 26,690 shares; 2025Q1: 26,289 shares; 2025Q2: 26,454 shares; 2025Q3: 26,513 shares 26,513 $15.8M 0.09% +59 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,455 shares; 2024Q4: 54,360 shares; 2025Q1: 69,401 shares; 2025Q2: 75,259 shares; 2025Q3: 71,689 shares 71,689 $15.6M 0.09% -3,570 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: restricted; 2024Q2: restricted; 2024Q3: 184,712 shares; 2024Q4: 169,888 shares; 2025Q1: 172,823 shares; 2025Q2: 138,807 shares; 2025Q3: 125,660 shares 125,660 $15.6M 0.09% -13,147 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: restricted; 2024Q2: restricted; 2024Q3: 150,989 shares; 2024Q4: 155,310 shares; 2025Q1: 161,758 shares; 2025Q2: 161,683 shares; 2025Q3: 163,178 shares 163,178 $15.5M 0.09% +1,495 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,401 shares; 2024Q4: 55,671 shares; 2025Q1: 55,183 shares; 2025Q2: 53,127 shares; 2025Q3: 52,734 shares 52,734 $15.2M 0.08% -393 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: restricted; 2024Q2: restricted; 2024Q3: 49,763 shares; 2024Q4: 49,353 shares; 2025Q1: 52,811 shares; 2025Q2: 49,716 shares; 2025Q3: 50,610 shares 50,610 $15.2M 0.08% +894 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,177 shares; 2024Q4: 105,928 shares; 2025Q1: 101,328 shares; 2025Q2: 91,818 shares; 2025Q3: 64,398 shares 64,398 $15.1M 0.08% -27,420 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: restricted; 2024Q2: restricted; 2024Q3: 141,099 shares; 2024Q4: 140,021 shares; 2025Q1: 138,861 shares; 2025Q2: 135,242 shares; 2025Q3: 135,135 shares 135,135 $15.1M 0.08% -107 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: restricted; 2024Q2: restricted; 2024Q3: 39,760 shares; 2024Q4: 39,217 shares; 2025Q1: 45,980 shares; 2025Q2: 48,305 shares; 2025Q3: 50,238 shares 50,238 $14.8M 0.08% +1,933 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: restricted; 2024Q2: restricted; 2024Q3: 256,558 shares; 2024Q4: 241,021 shares; 2025Q1: 195,959 shares; 2025Q2: 174,166 shares; 2025Q3: 179,079 shares 179,079 $14.7M 0.08% +4,913 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,571 shares; 2024Q4: 52,739 shares; 2025Q1: 51,938 shares; 2025Q2: 52,062 shares; 2025Q3: 52,436 shares 52,436 $14.6M 0.08% +374 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: restricted; 2024Q2: restricted; 2024Q3: 46,062 shares; 2024Q4: 47,912 shares; 2025Q1: 47,531 shares; 2025Q2: 47,037 shares; 2025Q3: 47,723 shares 47,723 $14M 0.08% +686 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: restricted; 2024Q2: restricted; 2024Q3: 176,470 shares; 2024Q4: 169,561 shares; 2025Q1: 166,089 shares; 2025Q2: 158,312 shares; 2025Q3: 153,282 shares 153,282 $14M 0.08% -5,030 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,829 shares; 2024Q4: 86,701 shares; 2025Q1: 82,621 shares; 2025Q2: 80,613 shares; 2025Q3: 78,783 shares 78,783 $13.8M 0.08% -1,830 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: restricted; 2024Q2: restricted; 2024Q3: 128,972 shares; 2024Q4: 122,446 shares; 2025Q1: 127,890 shares; 2025Q2: 131,580 shares; 2025Q3: 137,379 shares 137,379 $13.8M 0.08% +5,799 Timeline SOXX 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: restricted; 2024Q2: restricted; 2024Q3: 47,713 shares; 2024Q4: 47,809 shares; 2025Q1: 47,840 shares; 2025Q2: 47,116 shares; 2025Q3: 50,780 shares 50,780 $13.8M 0.08% +3,664 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,105 shares; 2024Q4: 143,555 shares; 2025Q1: 145,984 shares; 2025Q2: 133,863 shares; 2025Q3: 138,008 shares 138,008 $13.1M 0.07% +4,145 Timeline FVD 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: restricted; 2024Q2: restricted; 2024Q3: 284,653 shares; 2024Q4: 283,723 shares; 2025Q1: 283,723 shares; 2025Q2: 283,723 shares; 2025Q3: 283,723 shares 283,723 $13.1M 0.07% 0 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: restricted; 2024Q2: restricted; 2024Q3: 46,111 shares; 2024Q4: 44,646 shares; 2025Q1: 53,809 shares; 2025Q2: 54,536 shares; 2025Q3: 54,816 shares 54,816 $13.1M 0.07% +280 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: restricted; 2024Q2: restricted; 2024Q3: 245,110 shares; 2024Q4: 259,624 shares; 2025Q1: 271,558 shares; 2025Q2: 269,861 shares; 2025Q3: 276,805 shares 276,805 $12.8M 0.07% +6,944 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: restricted; 2024Q2: restricted; 2024Q3: 102,238 shares; 2024Q4: 98,139 shares; 2025Q1: 97,463 shares; 2025Q2: 99,923 shares; 2025Q3: 102,545 shares 102,545 $12.8M 0.07% +2,622 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: restricted; 2024Q2: restricted; 2024Q3: 100,340 shares; 2024Q4: 95,797 shares; 2025Q1: 87,781 shares; 2025Q2: 84,898 shares; 2025Q3: 83,854 shares 83,854 $12.7M 0.07% -1,044 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: restricted; 2024Q2: restricted; 2024Q3: 176,983 shares; 2024Q4: 168,242 shares; 2025Q1: 160,519 shares; 2025Q2: 160,364 shares; 2025Q3: 156,683 shares 156,683 $12.6M 0.07% -3,681 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: restricted; 2024Q2: restricted; 2024Q3: 162,902 shares; 2024Q4: 163,743 shares; 2025Q1: 169,273 shares; 2025Q2: 171,989 shares; 2025Q3: 172,050 shares 172,050 $12.5M 0.07% +61 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: restricted; 2024Q2: restricted; 2024Q3: 27,446 shares; 2024Q4: 26,988 shares; 2025Q1: 26,292 shares; 2025Q2: 25,609 shares; 2025Q3: 25,620 shares 25,620 $12.5M 0.07% +11 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,797 shares; 2024Q4: 87,894 shares; 2025Q1: 88,526 shares; 2025Q2: 85,722 shares; 2025Q3: 138,853 shares 138,853 $12.2M 0.07% +53,131 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: restricted; 2024Q2: restricted; 2024Q3: 59,366 shares; 2024Q4: 60,984 shares; 2025Q1: 62,181 shares; 2025Q2: 63,904 shares; 2025Q3: 65,224 shares 65,224 $12.2M 0.07% +1,320 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231,375 shares; 2025Q2: 468,575 shares; 2025Q3: 468,575 shares 468,575 $12.1M 0.07% 0 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: restricted; 2024Q2: restricted; 2024Q3: 318,512 shares; 2024Q4: 299,649 shares; 2025Q1: 295,505 shares; 2025Q2: 278,939 shares; 2025Q3: 267,039 shares 267,039 $12M 0.07% -11,900 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: restricted; 2024Q2: restricted; 2024Q3: 69,511 shares; 2024Q4: 67,749 shares; 2025Q1: 154,957 shares; 2025Q2: 185,673 shares; 2025Q3: 189,545 shares 189,545 $12M 0.07% +3,872 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,916 shares; 2024Q4: 49,016 shares; 2025Q1: 48,474 shares; 2025Q2: 46,558 shares; 2025Q3: 48,468 shares 48,468 $12M 0.07% +1,910 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: restricted; 2024Q2: restricted; 2024Q3: 63,918 shares; 2024Q4: 60,915 shares; 2025Q1: 51,477 shares; 2025Q2: 55,278 shares; 2025Q3: 55,152 shares 55,152 $11.9M 0.07% -126 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: restricted; 2024Q2: restricted; 2024Q3: 36,543 shares; 2024Q4: 35,986 shares; 2025Q1: 35,921 shares; 2025Q2: 35,330 shares; 2025Q3: 40,426 shares 40,426 $11.7M 0.06% +5,096 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: restricted; 2024Q2: restricted; 2024Q3: 61,320 shares; 2024Q4: 57,521 shares; 2025Q1: 61,099 shares; 2025Q2: 58,282 shares; 2025Q3: 57,714 shares 57,714 $11.6M 0.06% -568 Timeline VTWV 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: restricted; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 14,756 shares; 2025Q1: 15,655 shares; 2025Q2: 15,705 shares; 2025Q3: 73,964 shares 73,964 $11.5M 0.06% +58,259 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: restricted; 2024Q2: restricted; 2024Q3: 448,735 shares; 2024Q4: 334,306 shares; 2025Q1: 138,923 shares; 2025Q2: 125,936 shares; 2025Q3: 121,611 shares 121,611 $11.5M 0.06% -4,325 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: restricted; 2024Q2: restricted; 2024Q3: 156,367 shares; 2024Q4: 150,278 shares; 2025Q1: 150,094 shares; 2025Q2: 156,060 shares; 2025Q3: 157,163 shares 157,163 $11.5M 0.06% +1,103 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: restricted; 2024Q2: restricted; 2024Q3: 44,904 shares; 2024Q4: 41,044 shares; 2025Q1: 40,688 shares; 2025Q2: 43,528 shares; 2025Q3: 43,967 shares 43,967 $11.4M 0.06% +439 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: restricted; 2024Q2: restricted; 2024Q3: 96,189 shares; 2024Q4: 95,823 shares; 2025Q1: 92,568 shares; 2025Q2: 90,230 shares; 2025Q3: 89,357 shares 89,357 $11.3M 0.06% -873 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: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 15 shares 15 $11.3M 0.06% -1 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: restricted; 2024Q2: restricted; 2024Q3: 68,314 shares; 2024Q4: 66,084 shares; 2025Q1: 63,973 shares; 2025Q2: 62,586 shares; 2025Q3: 64,960 shares 64,960 $11M 0.06% +2,374 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: restricted; 2024Q2: restricted; 2024Q3: 145,487 shares; 2024Q4: 145,366 shares; 2025Q1: 143,746 shares; 2025Q2: 139,765 shares; 2025Q3: 137,167 shares 137,167 $11M 0.06% -2,598 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: restricted; 2024Q2: restricted; 2024Q3: 22,255 shares; 2024Q4: 22,346 shares; 2025Q1: 25,246 shares; 2025Q2: 28,902 shares; 2025Q3: 33,107 shares 33,107 $10.9M 0.06% +4,205 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: restricted; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 19,631 shares; 2025Q1: 19,770 shares; 2025Q2: 19,139 shares; 2025Q3: 19,165 shares 19,165 $10.9M 0.06% +26 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: restricted; 2024Q2: restricted; 2024Q3: 39,335 shares; 2024Q4: 38,104 shares; 2025Q1: 37,033 shares; 2025Q2: 36,598 shares; 2025Q3: 35,693 shares 35,693 $10.7M 0.06% -905 Timeline SPGM 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,290 shares 141,290 $10.6M 0.06% new 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: restricted; 2024Q2: restricted; 2024Q3: 174,714 shares; 2024Q4: 171,912 shares; 2025Q1: 175,484 shares; 2025Q2: 169,978 shares; 2025Q3: 161,746 shares 161,746 $10.6M 0.06% -8,232 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: restricted; 2024Q2: restricted; 2024Q3: 251,708 shares; 2024Q4: 216,451 shares; 2025Q1: 337,409 shares; 2025Q2: 367,860 shares; 2025Q3: 333,272 shares 333,272 $10.5M 0.06% -34,588 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: restricted; 2024Q2: restricted; 2024Q3: 212,111 shares; 2024Q4: 197,387 shares; 2025Q1: 195,052 shares; 2025Q2: 195,063 shares; 2025Q3: 194,346 shares 194,346 $10.4M 0.06% -717 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: restricted; 2024Q2: restricted; 2024Q3: 22,556 shares; 2024Q4: 21,051 shares; 2025Q1: 21,287 shares; 2025Q2: 21,421 shares; 2025Q3: 21,062 shares 21,062 $10.3M 0.06% -359 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 11,690 shares; 2025Q1: 12,523 shares; 2025Q2: 16,751 shares; 2025Q3: 18,161 shares 18,161 $10.3M 0.06% +1,410 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: restricted; 2024Q2: restricted; 2024Q3: 133,883 shares; 2024Q4: 131,174 shares; 2025Q1: 124,812 shares; 2025Q2: 123,175 shares; 2025Q3: 121,250 shares 121,250 $10.3M 0.06% -1,925 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,555 shares; 2024Q4: 85,595 shares; 2025Q1: 125,645 shares; 2025Q2: 126,060 shares; 2025Q3: 126,060 shares 126,060 $10.2M 0.06% 0 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: restricted; 2024Q2: restricted; 2024Q3: 94,387 shares; 2024Q4: 93,110 shares; 2025Q1: 89,854 shares; 2025Q2: 89,237 shares; 2025Q3: 69,525 shares 69,525 $10.2M 0.06% -19,712 Timeline EMB 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: restricted; 2024Q2: restricted; 2024Q3: 104,769 shares; 2024Q4: 106,363 shares; 2025Q1: 111,236 shares; 2025Q2: 104,797 shares; 2025Q3: 104,733 shares 104,733 $9.97M 0.06% -64 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: restricted; 2024Q2: restricted; 2024Q3: 412,493 shares; 2024Q4: 414,942 shares; 2025Q1: 397,750 shares; 2025Q2: 238,240 shares; 2025Q3: 253,575 shares 253,575 $9.95M 0.06% +15,335 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 20,096 shares; 2025Q1: 20,221 shares; 2025Q2: 19,580 shares; 2025Q3: 20,491 shares 20,491 $9.73M 0.05% +911 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: restricted; 2024Q2: restricted; 2024Q3: 44,695 shares; 2024Q4: 42,338 shares; 2025Q1: 36,899 shares; 2025Q2: 32,603 shares; 2025Q3: 35,540 shares 35,540 $9.69M 0.05% +2,937 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: restricted; 2024Q2: restricted; 2024Q3: 55,574 shares; 2024Q4: 59,400 shares; 2025Q1: 58,473 shares; 2025Q2: 56,665 shares; 2025Q3: 54,878 shares 54,878 $9.58M 0.05% -1,787 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: restricted; 2024Q2: restricted; 2024Q3: 40,748 shares; 2024Q4: 43,748 shares; 2025Q1: 36,995 shares; 2025Q2: 41,235 shares; 2025Q3: 140,348 shares 140,348 $9.52M 0.05% +99,113 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 159,213 shares; 2025Q1: 154,136 shares; 2025Q2: 161,769 shares; 2025Q3: 164,880 shares 164,880 $9.38M 0.05% +3,111 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,642 shares; 2024Q4: 181,020 shares; 2025Q1: 193,143 shares; 2025Q2: 182,675 shares; 2025Q3: 185,384 shares 185,384 $9.35M 0.05% +2,709 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,179 shares; 2024Q4: 59,604 shares; 2025Q1: 55,287 shares; 2025Q2: 49,518 shares; 2025Q3: 48,962 shares 48,962 $9.32M 0.05% -556 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,731 shares; 2024Q4: 71,898 shares; 2025Q1: 68,023 shares; 2025Q2: 50,838 shares; 2025Q3: 48,922 shares 48,922 $9.29M 0.05% -1,916 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: restricted; 2024Q2: restricted; 2024Q3: 61,373 shares; 2024Q4: 61,553 shares; 2025Q1: 61,661 shares; 2025Q2: 60,032 shares; 2025Q3: 59,491 shares 59,491 $9.23M 0.05% -541 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 27,784 shares; 2025Q1: 30,206 shares; 2025Q2: 47,079 shares; 2025Q3: 45,509 shares 45,509 $9.19M 0.05% -1,570 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: restricted; 2024Q2: restricted; 2024Q3: 32,902 shares; 2024Q4: 32,676 shares; 2025Q1: 32,901 shares; 2025Q2: 33,136 shares; 2025Q3: 33,304 shares 33,304 $9.12M 0.05% +168 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: restricted; 2024Q2: restricted; 2024Q3: 53,925 shares; 2024Q4: 52,853 shares; 2025Q1: 51,337 shares; 2025Q2: 37,865 shares; 2025Q3: 42,484 shares 42,484 $9.12M 0.05% +4,619 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: restricted; 2024Q2: restricted; 2024Q3: 79,570 shares; 2024Q4: 79,084 shares; 2025Q1: 77,438 shares; 2025Q2: 79,514 shares; 2025Q3: 78,561 shares 78,561 $9M 0.05% -953 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: restricted; 2024Q2: restricted; 2024Q3: 124,944 shares; 2024Q4: 115,798 shares; 2025Q1: 114,469 shares; 2025Q2: 107,521 shares; 2025Q3: 108,946 shares 108,946 $8.97M 0.05% +1,425 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,990 shares; 2024Q4: 54,827 shares; 2025Q1: 54,017 shares; 2025Q2: 53,793 shares; 2025Q3: 53,782 shares 53,782 $8.97M 0.05% -11 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: restricted; 2024Q2: restricted; 2024Q3: 72,494 shares; 2024Q4: 73,195 shares; 2025Q1: 71,877 shares; 2025Q2: 77,923 shares; 2025Q3: 80,163 shares 80,163 $8.9M 0.05% +2,240 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,490 shares; 2025Q1: 68,161 shares; 2025Q2: 64,288 shares; 2025Q3: 65,899 shares 65,899 $8.82M 0.05% +1,611 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: restricted; 2024Q2: restricted; 2024Q3: 67,350 shares; 2024Q4: 56,751 shares; 2025Q1: 50,735 shares; 2025Q2: 54,207 shares; 2025Q3: 52,508 shares 52,508 $8.8M 0.05% -1,699 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: restricted; 2024Q2: restricted; 2024Q3: 52,518 shares; 2024Q4: 50,630 shares; 2025Q1: 49,671 shares; 2025Q2: 42,516 shares; 2025Q3: 42,754 shares 42,754 $8.75M 0.05% +238 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: restricted; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,449 shares; 2025Q1: 9,626 shares; 2025Q2: 43,432 shares; 2025Q3: 44,272 shares 44,272 $8.67M 0.05% +840 Timeline VTHR 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: restricted; 2024Q2: restricted; 2024Q3: 39,007 shares; 2024Q4: 40,587 shares; 2025Q1: 40,072 shares; 2025Q2: 37,517 shares; 2025Q3: 29,372 shares 29,372 $8.64M 0.05% -8,145 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,983 shares; 2024Q4: 85,733 shares; 2025Q1: 80,650 shares; 2025Q2: 79,632 shares; 2025Q3: 80,146 shares 80,146 $8.61M 0.05% +514 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,865 shares; 2024Q4: 51,954 shares; 2025Q1: 58,348 shares; 2025Q2: 57,468 shares; 2025Q3: 57,741 shares 57,741 $8.58M 0.05% +273 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: restricted; 2024Q2: restricted; 2024Q3: 35,208 shares; 2024Q4: 33,992 shares; 2025Q1: 33,993 shares; 2025Q2: 34,079 shares; 2025Q3: 34,404 shares 34,404 $8.5M 0.05% +325 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: restricted; 2024Q2: restricted; 2024Q3: 149,334 shares; 2024Q4: 149,239 shares; 2025Q1: 162,775 shares; 2025Q2: 106,004 shares; 2025Q3: 107,513 shares 107,513 $8.48M 0.05% +1,509 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: restricted; 2024Q2: restricted; 2024Q3: 49,432 shares; 2024Q4: 48,491 shares; 2025Q1: 47,385 shares; 2025Q2: 42,234 shares; 2025Q3: 41,242 shares 41,242 $8.47M 0.05% -992 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,785 shares; 2024Q4: 89,147 shares; 2025Q1: 91,487 shares; 2025Q2: 84,750 shares; 2025Q3: 80,696 shares 80,696 $8.4M 0.05% -4,054 Timeline GWX 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: restricted; 2024Q2: restricted; 2024Q3: 433,791 shares; 2024Q4: 320,056 shares; 2025Q1: 256,432 shares; 2025Q2: 222,886 shares; 2025Q3: 208,447 shares 208,447 $8.38M 0.05% -14,439 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,681 shares; 2024Q4: 27,586 shares; 2025Q1: 25,467 shares; 2025Q2: 26,699 shares; 2025Q3: 28,598 shares 28,598 $8.24M 0.05% +1,899 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: restricted; 2024Q2: restricted; 2024Q3: 147,710 shares; 2024Q4: 146,336 shares; 2025Q1: 142,214 shares; 2025Q2: 138,816 shares; 2025Q3: 136,711 shares 136,711 $8.16M 0.05% -2,105 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: restricted; 2024Q2: restricted; 2024Q3: 93,139 shares; 2024Q4: 101,507 shares; 2025Q1: 107,672 shares; 2025Q2: 127,852 shares; 2025Q3: 112,256 shares 112,256 $8.01M 0.04% -15,596 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,818 shares; 2024Q4: 159,902 shares; 2025Q1: 127,689 shares; 2025Q2: 118,824 shares; 2025Q3: 113,740 shares 113,740 $7.8M 0.04% -5,084 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: restricted; 2024Q2: restricted; 2024Q3: 150,799 shares; 2024Q4: 153,422 shares; 2025Q1: 136,168 shares; 2025Q2: 127,667 shares; 2025Q3: 131,612 shares 131,612 $7.73M 0.04% +3,945 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: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,491 shares; 2025Q1: 12,326 shares; 2025Q2: 13,766 shares; 2025Q3: 14,741 shares 14,741 $7.71M 0.04% +975 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: restricted; 2024Q2: restricted; 2024Q3: 91,634 shares; 2024Q4: 79,858 shares; 2025Q1: 108,365 shares; 2025Q2: 97,499 shares; 2025Q3: 102,786 shares 102,786 $7.64M 0.04% +5,287 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: restricted; 2024Q2: restricted; 2024Q3: 72,236 shares; 2024Q4: 69,151 shares; 2025Q1: 47,894 shares; 2025Q2: 39,352 shares; 2025Q3: 63,648 shares 63,648 $7.54M 0.04% +24,296 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: restricted; 2024Q2: restricted; 2024Q3: 74,240 shares; 2024Q4: 62,696 shares; 2025Q1: 59,000 shares; 2025Q2: 40,298 shares; 2025Q3: 40,094 shares 40,094 $7.5M 0.04% -204 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,805 shares; 2024Q4: 86,100 shares; 2025Q1: 63,674 shares; 2025Q2: 56,267 shares; 2025Q3: 37,861 shares 37,861 $7.49M 0.04% -18,406 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: restricted; 2024Q2: restricted; 2024Q3: 18,369 shares; 2024Q4: 18,006 shares; 2025Q1: 17,790 shares; 2025Q2: 18,005 shares; 2025Q3: 17,563 shares 17,563 $7.42M 0.04% -442 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,836 shares; 2024Q4: 367,365 shares; 2025Q1: 360,843 shares; 2025Q2: 279,584 shares; 2025Q3: 271,455 shares 271,455 $7.39M 0.04% -8,129 Timeline EFG 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: restricted; 2024Q2: restricted; 2024Q3: 61,210 shares; 2024Q4: 61,935 shares; 2025Q1: 62,992 shares; 2025Q2: 66,697 shares; 2025Q3: 64,798 shares 64,798 $7.38M 0.04% -1,899 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: restricted; 2024Q2: restricted; 2024Q3: 124,065 shares; 2024Q4: 104,185 shares; 2025Q1: 203,052 shares; 2025Q2: 242,355 shares; 2025Q3: 241,176 shares 241,176 $7.29M 0.04% -1,179 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: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,570 shares; 2025Q1: 5,680 shares; 2025Q2: 5,700 shares; 2025Q3: 6,737 shares 6,737 $7.27M 0.04% +1,037 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: restricted; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 25,652 shares; 2025Q1: 23,659 shares; 2025Q2: 9,372 shares; 2025Q3: 10,093 shares 10,093 $7.25M 0.04% +721 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: restricted; 2024Q2: restricted; 2024Q3: 67,521 shares; 2024Q4: 66,835 shares; 2025Q1: 67,026 shares; 2025Q2: 66,725 shares; 2025Q3: 62,248 shares 62,248 $7.22M 0.04% -4,477 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: restricted; 2024Q2: restricted; 2024Q3: 124,213 shares; 2024Q4: 128,328 shares; 2025Q1: 129,542 shares; 2025Q2: 136,801 shares; 2025Q3: 147,726 shares 147,726 $7.16M 0.04% +10,925 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,944 shares; 2024Q4: 148,212 shares; 2025Q1: 144,898 shares; 2025Q2: 138,033 shares; 2025Q3: 138,194 shares 138,194 $7.11M 0.04% +161 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: restricted; 2024Q2: restricted; 2024Q3: 23,212 shares; 2024Q4: 24,006 shares; 2025Q1: 23,779 shares; 2025Q2: 23,560 shares; 2025Q3: 22,918 shares 22,918 $7.1M 0.04% -642 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: restricted; 2024Q2: restricted; 2024Q3: 24,506 shares; 2024Q4: 23,182 shares; 2025Q1: 23,341 shares; 2025Q2: 21,033 shares; 2025Q3: 20,106 shares 20,106 $7.06M 0.04% -927 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: restricted; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 15,610 shares; 2025Q1: 15,713 shares; 2025Q2: 15,117 shares; 2025Q3: 15,759 shares 15,759 $7.05M 0.04% +642 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,350 shares; 2024Q4: 149,145 shares; 2025Q1: 151,295 shares; 2025Q2: 149,872 shares; 2025Q3: 150,142 shares 150,142 $7.05M 0.04% +270 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: restricted; 2024Q2: restricted; 2024Q3: 77,142 shares; 2024Q4: 77,289 shares; 2025Q1: 76,341 shares; 2025Q2: 71,237 shares; 2025Q3: 73,668 shares 73,668 $7.03M 0.04% +2,431 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: restricted; 2024Q2: restricted; 2024Q3: 131,365 shares; 2024Q4: 134,463 shares; 2025Q1: 132,194 shares; 2025Q2: 113,073 shares; 2025Q3: 113,985 shares 113,985 $6.97M 0.04% +912 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: restricted; 2024Q2: restricted; 2024Q3: 87,705 shares; 2024Q4: 86,374 shares; 2025Q1: 81,484 shares; 2025Q2: 83,385 shares; 2025Q3: 84,048 shares 84,048 $6.89M 0.04% +663 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,769 shares; 2024Q4: 10,733 shares; 2025Q1: 9,859 shares; 2025Q2: 9,529 shares; 2025Q3: 9,867 shares 9,867 $6.89M 0.04% +338 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: restricted; 2024Q2: restricted; 2024Q3: 35,737 shares; 2024Q4: 35,052 shares; 2025Q1: 37,523 shares; 2025Q2: 36,713 shares; 2025Q3: 35,637 shares 35,637 $6.87M 0.04% -1,076 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: restricted; 2024Q2: restricted; 2024Q3: 22,507 shares; 2024Q4: 22,597 shares; 2025Q1: 19,692 shares; 2025Q2: 21,856 shares; 2025Q3: 21,745 shares 21,745 $6.8M 0.04% -111 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: restricted; 2024Q2: restricted; 2024Q3: 29,137 shares; 2024Q4: 29,140 shares; 2025Q1: 28,588 shares; 2025Q2: 41,374 shares; 2025Q3: 42,847 shares 42,847 $6.73M 0.04% +1,473 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: restricted; 2024Q2: restricted; 2024Q3: 201,038 shares; 2024Q4: 197,303 shares; 2025Q1: 187,837 shares; 2025Q2: 186,221 shares; 2025Q3: 189,066 shares 189,066 $6.71M 0.04% +2,845 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 19,265 shares; 2025Q1: 19,855 shares; 2025Q2: 18,888 shares; 2025Q3: 18,798 shares 18,798 $6.7M 0.04% -90 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: restricted; 2024Q2: restricted; 2024Q3: 20,735 shares; 2024Q4: 20,323 shares; 2025Q1: 20,387 shares; 2025Q2: 20,509 shares; 2025Q3: 19,332 shares 19,332 $6.69M 0.04% -1,177 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: restricted; 2024Q2: restricted; 2024Q3: 61,991 shares; 2024Q4: 61,596 shares; 2025Q1: 59,550 shares; 2025Q2: 64,642 shares; 2025Q3: 67,564 shares 67,564 $6.6M 0.04% +2,922 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: restricted; 2024Q2: restricted; 2024Q3: 96,319 shares; 2024Q4: 89,439 shares; 2025Q1: 85,472 shares; 2025Q2: 75,227 shares; 2025Q3: 73,399 shares 73,399 $6.58M 0.04% -1,828 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: restricted; 2024Q2: restricted; 2024Q3: 78,285 shares; 2024Q4: 74,297 shares; 2025Q1: 72,785 shares; 2025Q2: 137,785 shares; 2025Q3: 134,028 shares 134,028 $6.57M 0.04% -3,757 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: restricted; 2024Q2: restricted; 2024Q3: 55,553 shares; 2024Q4: 55,342 shares; 2025Q1: 53,588 shares; 2025Q2: 49,632 shares; 2025Q3: 48,270 shares 48,270 $6.57M 0.04% -1,362 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: restricted; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 10,103 shares; 2025Q1: 10,209 shares; 2025Q2: 8,296 shares; 2025Q3: 13,218 shares 13,218 $6.52M 0.04% +4,922 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: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 11,510 shares; 2025Q1: 12,300 shares; 2025Q2: 10,423 shares; 2025Q3: 10,510 shares 10,510 $6.46M 0.04% +87 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,995 shares; 2024Q4: 49,223 shares; 2025Q1: 47,512 shares; 2025Q2: 47,402 shares; 2025Q3: 47,221 shares 47,221 $6.36M 0.04% -181 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: restricted; 2024Q2: restricted; 2024Q3: 39,796 shares; 2024Q4: 35,270 shares; 2025Q1: 30,128 shares; 2025Q2: 32,511 shares; 2025Q3: 32,345 shares 32,345 $6.35M 0.04% -166 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,231 shares; 2024Q4: 40,911 shares; 2025Q1: 41,593 shares; 2025Q2: 42,062 shares; 2025Q3: 46,186 shares 46,186 $6.32M 0.04% +4,124 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: restricted; 2024Q2: restricted; 2024Q3: 19,213 shares; 2024Q4: 20,820 shares; 2025Q1: 19,687 shares; 2025Q2: 19,472 shares; 2025Q3: 20,689 shares 20,689 $6.32M 0.04% +1,217 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: restricted; 2024Q2: restricted; 2024Q3: 28,108 shares; 2024Q4: 27,551 shares; 2025Q1: 26,413 shares; 2025Q2: 26,188 shares; 2025Q3: 25,665 shares 25,665 $6.31M 0.04% -523 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: restricted; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 8,028 shares; 2025Q1: 17,735 shares; 2025Q2: 34,890 shares; 2025Q3: 33,188 shares 33,188 $6.3M 0.04% -1,702 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: restricted; 2024Q2: restricted; 2024Q3: 8,592 shares; 2024Q4: 8,603 shares; 2025Q1: 8,603 shares; 2025Q2: 8,456 shares; 2025Q3: 8,348 shares 8,348 $6.23M 0.03% -108 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: restricted; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 10,273 shares; 2025Q1: 10,293 shares; 2025Q2: 28,847 shares; 2025Q3: 28,926 shares 28,926 $6.21M 0.03% +79 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: restricted; 2024Q2: restricted; 2024Q3: 22,971 shares; 2024Q4: 22,867 shares; 2025Q1: 24,993 shares; 2025Q2: 22,125 shares; 2025Q3: 22,182 shares 22,182 $6.19M 0.03% +57 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: restricted; 2024Q2: restricted; 2024Q3: 49,206 shares; 2024Q4: 51,719 shares; 2025Q1: 54,723 shares; 2025Q2: 51,743 shares; 2025Q3: 51,868 shares 51,868 $6.16M 0.03% +125 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,506 shares; 2024Q4: 175,062 shares; 2025Q1: 170,338 shares; 2025Q2: 222,293 shares; 2025Q3: 252,426 shares 252,426 $6.16M 0.03% +30,133 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: restricted; 2024Q2: restricted; 2024Q3: 53,417 shares; 2024Q4: 52,589 shares; 2025Q1: 48,218 shares; 2025Q2: 36,053 shares; 2025Q3: 36,797 shares 36,797 $6.16M 0.03% +744 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: restricted; 2024Q2: restricted; 2024Q3: 47,354 shares; 2024Q4: 51,397 shares; 2025Q1: 52,305 shares; 2025Q2: 50,386 shares; 2025Q3: 50,234 shares 50,234 $6.06M 0.03% -152 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,302 shares; 2024Q4: 149,388 shares; 2025Q1: 128,329 shares; 2025Q2: 122,650 shares; 2025Q3: 117,881 shares 117,881 $5.94M 0.03% -4,769 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,082 shares; 2024Q4: 122,032 shares; 2025Q1: 48,439 shares; 2025Q2: 47,447 shares; 2025Q3: 41,553 shares 41,553 $5.92M 0.03% -5,894 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 346,753 shares; 2025Q1: 221,090 shares; 2025Q2: 136,960 shares; 2025Q3: 122,804 shares 122,804 $5.89M 0.03% -14,156 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: restricted; 2024Q2: restricted; 2024Q3: 69,895 shares; 2024Q4: 75,167 shares; 2025Q1: 73,527 shares; 2025Q2: 69,600 shares; 2025Q3: 65,467 shares 65,467 $5.85M 0.03% -4,133 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,281 shares; 2024Q4: 150,323 shares; 2025Q1: 148,380 shares; 2025Q2: 137,297 shares; 2025Q3: 137,297 shares 137,297 $5.8M 0.03% 0 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: restricted; 2024Q2: restricted; 2024Q3: 24,879 shares; 2024Q4: 23,717 shares; 2025Q1: 23,390 shares; 2025Q2: 22,890 shares; 2025Q3: 18,650 shares 18,650 $5.74M 0.03% -4,240 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: restricted; 2024Q2: restricted; 2024Q3: 67,876 shares; 2024Q4: 72,043 shares; 2025Q1: 67,774 shares; 2025Q2: 77,447 shares; 2025Q3: 77,180 shares 77,180 $5.74M 0.03% -267 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: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,066 shares; 2025Q1: 7,257 shares; 2025Q2: 41,307 shares; 2025Q3: 41,257 shares 41,257 $5.71M 0.03% -50 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: restricted; 2024Q2: restricted; 2024Q3: 22,035 shares; 2024Q4: 22,037 shares; 2025Q1: 22,045 shares; 2025Q2: 22,338 shares; 2025Q3: 22,357 shares 22,357 $5.68M 0.03% +19 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: restricted; 2024Q2: restricted; 2024Q3: 17,925 shares; 2024Q4: 18,383 shares; 2025Q1: 17,721 shares; 2025Q2: 17,411 shares; 2025Q3: 19,040 shares 19,040 $5.67M 0.03% +1,629 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: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,636 shares; 2025Q1: 6,373 shares; 2025Q2: 6,422 shares; 2025Q3: 5,946 shares 5,946 $5.67M 0.03% -476 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,236 shares; 2024Q4: 85,226 shares; 2025Q1: 85,698 shares; 2025Q2: 85,700 shares; 2025Q3: 85,289 shares 85,289 $5.58M 0.03% -411 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,644 shares; 2024Q4: 65,549 shares; 2025Q1: 63,035 shares; 2025Q2: 61,777 shares; 2025Q3: 60,256 shares 60,256 $5.51M 0.03% -1,521 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: restricted; 2024Q2: restricted; 2024Q3: 11,929 shares; 2024Q4: 15,269 shares; 2025Q1: 16,725 shares; 2025Q2: 15,601 shares; 2025Q3: 18,111 shares 18,111 $5.48M 0.03% +2,510 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: restricted; 2024Q2: restricted; 2024Q3: 92,588 shares; 2024Q4: 95,407 shares; 2025Q1: 90,270 shares; 2025Q2: 98,126 shares; 2025Q3: 98,874 shares 98,874 $5.33M 0.03% +748 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: restricted; 2024Q2: restricted; 2024Q3: 126,863 shares; 2024Q4: 101,313 shares; 2025Q1: 90,785 shares; 2025Q2: 76,221 shares; 2025Q3: 75,898 shares 75,898 $5.29M 0.03% -323 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: restricted; 2024Q2: restricted; 2024Q3: 59,382 shares; 2024Q4: 60,794 shares; 2025Q1: 57,964 shares; 2025Q2: 58,040 shares; 2025Q3: 58,226 shares 58,226 $5.24M 0.03% +186 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: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 15,416 shares; 2025Q1: 17,249 shares; 2025Q2: 21,506 shares; 2025Q3: 21,567 shares 21,567 $5.19M 0.03% +61 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,743 shares; 2024Q4: 93,322 shares; 2025Q1: 94,634 shares; 2025Q2: 97,237 shares; 2025Q3: 95,459 shares 95,459 $5.18M 0.03% -1,778 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: restricted; 2024Q2: restricted; 2024Q3: 16,537 shares; 2024Q4: 16,694 shares; 2025Q1: 16,763 shares; 2025Q2: 16,259 shares; 2025Q3: 16,218 shares 16,218 $5.15M 0.03% -41 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,451 shares; 2024Q4: 66,511 shares; 2025Q1: 68,633 shares; 2025Q2: 44,927 shares; 2025Q3: 43,556 shares 43,556 $5.13M 0.03% -1,371 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,763 shares; 2024Q4: 75,253 shares; 2025Q1: 76,747 shares; 2025Q2: 69,948 shares; 2025Q3: 69,814 shares 69,814 $5.13M 0.03% -134 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,372 shares; 2024Q4: 209,028 shares; 2025Q1: 199,758 shares; 2025Q2: 188,582 shares; 2025Q3: 113,090 shares 113,090 $5.09M 0.03% -75,492 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: restricted; 2024Q2: restricted; 2024Q3: 21,398 shares; 2024Q4: 21,017 shares; 2025Q1: 20,941 shares; 2025Q2: 22,134 shares; 2025Q3: 21,472 shares 21,472 $5.06M 0.03% -662 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: restricted; 2024Q2: restricted; 2024Q3: 24,342 shares; 2024Q4: 39,777 shares; 2025Q1: 51,996 shares; 2025Q2: 56,169 shares; 2025Q3: 59,483 shares 59,483 $5M 0.03% +3,314 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: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 18,816 shares; 2025Q1: 15,632 shares; 2025Q2: 15,156 shares; 2025Q3: 14,946 shares 14,946 $4.97M 0.03% -210 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: restricted; 2024Q2: restricted; 2024Q3: 44,130 shares; 2024Q4: 44,510 shares; 2025Q1: 42,377 shares; 2025Q2: 39,363 shares; 2025Q3: 35,560 shares 35,560 $4.95M 0.03% -3,803 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,047 shares; 2024Q4: 62,384 shares; 2025Q1: 60,576 shares; 2025Q2: 61,414 shares; 2025Q3: 60,501 shares 60,501 $4.93M 0.03% -913 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 26,645 shares; 2025Q1: 30,245 shares; 2025Q2: 30,838 shares; 2025Q3: 39,982 shares 39,982 $4.93M 0.03% +9,144 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: restricted; 2024Q2: restricted; 2024Q3: 22,990 shares; 2024Q4: 23,389 shares; 2025Q1: 23,121 shares; 2025Q2: 23,178 shares; 2025Q3: 23,545 shares 23,545 $4.91M 0.03% +367 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: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 4,499 shares; 2025Q1: 4,759 shares; 2025Q2: 3,285 shares; 2025Q3: 3,282 shares 3,282 $4.91M 0.03% -3 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,198 shares; 2024Q4: 88,440 shares; 2025Q1: 93,221 shares; 2025Q2: 50,058 shares; 2025Q3: 47,346 shares 47,346 $4.86M 0.03% -2,712 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: restricted; 2024Q2: restricted; 2024Q3: 25,881 shares; 2024Q4: 25,476 shares; 2025Q1: 24,047 shares; 2025Q2: 23,979 shares; 2025Q3: 23,846 shares 23,846 $4.81M 0.03% -133 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 15,092 shares; 2025Q3: 15,092 shares 15,092 $4.73M 0.03% 0 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: restricted; 2024Q2: restricted; 2024Q3: 30,788 shares; 2024Q4: 30,558 shares; 2025Q1: 31,654 shares; 2025Q2: 30,969 shares; 2025Q3: 30,970 shares 30,970 $4.72M 0.03% +1 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: restricted; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 13,127 shares; 2025Q1: 13,823 shares; 2025Q2: 10,368 shares; 2025Q3: 11,375 shares 11,375 $4.71M 0.03% +1,007 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,716 shares; 2024Q4: 65,320 shares; 2025Q1: 66,342 shares; 2025Q2: 66,010 shares; 2025Q3: 65,515 shares 65,515 $4.66M 0.03% -495 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: restricted; 2024Q2: restricted; 2024Q3: 156,327 shares; 2024Q4: 162,817 shares; 2025Q1: 95,059 shares; 2025Q2: 75,263 shares; 2025Q3: 71,926 shares 71,926 $4.62M 0.03% -3,337 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: restricted; 2024Q2: restricted; 2024Q3: 43,678 shares; 2024Q4: 38,064 shares; 2025Q1: 44,740 shares; 2025Q2: 46,787 shares; 2025Q3: 47,577 shares 47,577 $4.59M 0.03% +790 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,708 shares; 2024Q4: 41,502 shares; 2025Q1: 38,950 shares; 2025Q2: 38,950 shares; 2025Q3: 38,693 shares 38,693 $4.58M 0.03% -257 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: restricted; 2024Q2: restricted; 2024Q3: 29,540 shares; 2024Q4: 27,714 shares; 2025Q1: 27,109 shares; 2025Q2: 27,063 shares; 2025Q3: 26,777 shares 26,777 $4.56M 0.03% -286 Timeline TIP 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: restricted; 2024Q2: restricted; 2024Q3: 44,311 shares; 2024Q4: 41,460 shares; 2025Q1: 42,360 shares; 2025Q2: 41,805 shares; 2025Q3: 40,953 shares 40,953 $4.55M 0.03% -852 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: restricted; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 21,690 shares; 2025Q1: 20,790 shares; 2025Q2: 21,117 shares; 2025Q3: 21,097 shares 21,097 $4.55M 0.03% -20 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: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,887 shares; 2025Q1: 13,192 shares; 2025Q2: 13,502 shares; 2025Q3: 14,717 shares 14,717 $4.54M 0.03% +1,215 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,448 shares; 2025Q1: 6,937 shares; 2025Q2: 16,465 shares; 2025Q3: 16,576 shares 16,576 $4.54M 0.03% +111 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,525 shares; 2024Q4: 54,138 shares; 2025Q1: 53,900 shares; 2025Q2: 53,712 shares; 2025Q3: 53,673 shares 53,673 $4.53M 0.03% -39 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 9,068 shares; 2025Q1: 9,072 shares; 2025Q2: 6,892 shares; 2025Q3: 6,911 shares 6,911 $4.49M 0.02% +19 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,079 shares; 2024Q4: 72,012 shares; 2025Q1: 74,704 shares; 2025Q2: 68,322 shares; 2025Q3: 67,806 shares 67,806 $4.47M 0.02% -516 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: restricted; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 23,498 shares; 2025Q1: 24,352 shares; 2025Q2: 24,150 shares; 2025Q3: 26,499 shares 26,499 $4.46M 0.02% +2,349 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,298 shares; 2024Q4: 144,688 shares; 2025Q1: 132,341 shares; 2025Q2: 108,045 shares; 2025Q3: 107,676 shares 107,676 $4.45M 0.02% -369 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,350 shares; 2024Q4: 38,421 shares; 2025Q1: 48,166 shares; 2025Q2: 43,810 shares; 2025Q3: 41,270 shares 41,270 $4.43M 0.02% -2,540 Timeline EMXC 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: restricted; 2024Q2: restricted; 2024Q3: 47,513 shares; 2024Q4: 49,726 shares; 2025Q1: 50,088 shares; 2025Q2: 60,781 shares; 2025Q3: 64,903 shares 64,903 $4.38M 0.02% +4,122 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: restricted; 2024Q2: restricted; 2024Q3: 43,441 shares; 2024Q4: 42,416 shares; 2025Q1: 39,878 shares; 2025Q2: 38,456 shares; 2025Q3: 46,034 shares 46,034 $4.38M 0.02% +7,578 Timeline PHO 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: restricted; 2024Q2: restricted; 2024Q3: 87,190 shares; 2024Q4: 62,115 shares; 2025Q1: 61,115 shares; 2025Q2: 61,065 shares; 2025Q3: 60,644 shares 60,644 $4.37M 0.02% -421 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 52,686 shares; 2025Q1: 63,357 shares; 2025Q2: 68,719 shares; 2025Q3: 68,502 shares 68,502 $4.32M 0.02% -217 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,372 shares; 2024Q4: 46,268 shares; 2025Q1: 44,332 shares; 2025Q2: 44,454 shares; 2025Q3: 44,604 shares 44,604 $4.3M 0.02% +150 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,057 shares; 2024Q4: 17,215 shares; 2025Q1: 17,039 shares; 2025Q2: 16,619 shares; 2025Q3: 16,629 shares 16,629 $4.27M 0.02% +10 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,928 shares; 2024Q4: 21,666 shares; 2025Q1: 19,301 shares; 2025Q2: 16,878 shares; 2025Q3: 16,473 shares 16,473 $4.26M 0.02% -405 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 4,183 shares; 2025Q1: 4,278 shares; 2025Q2: 4,301 shares; 2025Q3: 4,382 shares 4,382 $4.24M 0.02% +81 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: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,481 shares; 2025Q1: 6,408 shares; 2025Q2: 7,360 shares; 2025Q3: 8,495 shares 8,495 $4.24M 0.02% +1,135 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: restricted; 2024Q2: restricted; 2024Q3: 203,147 shares; 2024Q4: 165,372 shares; 2025Q1: 145,086 shares; 2025Q2: 133,708 shares; 2025Q3: 125,846 shares 125,846 $4.22M 0.02% -7,862 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,632 shares; 2024Q4: 173,632 shares; 2025Q1: 172,810 shares; 2025Q2: 167,419 shares; 2025Q3: 168,887 shares 168,887 $4.2M 0.02% +1,468 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: restricted; 2024Q2: restricted; 2024Q3: 32,805 shares; 2024Q4: 32,399 shares; 2025Q1: 33,402 shares; 2025Q2: 14,121 shares; 2025Q3: 14,504 shares 14,504 $4.16M 0.02% +383 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: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 22,845 shares; 2025Q1: 20,194 shares; 2025Q2: 18,062 shares; 2025Q3: 18,087 shares 18,087 $4.16M 0.02% +25 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,079 shares; 2024Q4: 29,100 shares; 2025Q1: 28,281 shares; 2025Q2: 27,990 shares; 2025Q3: 27,731 shares 27,731 $4.13M 0.02% -259 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: restricted; 2024Q2: restricted; 2024Q3: 101,490 shares; 2024Q4: 97,043 shares; 2025Q1: 93,306 shares; 2025Q2: 83,270 shares; 2025Q3: 90,118 shares 90,118 $4.12M 0.02% +6,848 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,513 shares; 2024Q4: 35,182 shares; 2025Q1: 32,606 shares; 2025Q2: 25,221 shares; 2025Q3: 25,226 shares 25,226 $4.09M 0.02% +5 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 10,671 shares; 2025Q1: 10,833 shares; 2025Q2: 12,327 shares; 2025Q3: 12,362 shares 12,362 $4.07M 0.02% +35 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: restricted; 2024Q2: restricted; 2024Q3: 70,095 shares; 2024Q4: 70,095 shares; 2025Q1: 70,095 shares; 2025Q2: 69,877 shares; 2025Q3: 71,476 shares 71,476 $4.06M 0.02% +1,599 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,597 shares; 2024Q4: 20,528 shares; 2025Q1: 20,778 shares; 2025Q2: 20,933 shares; 2025Q3: 21,463 shares 21,463 $4.03M 0.02% +530 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,465 shares; 2024Q4: 2,936 shares; 2025Q1: 1,527 shares; 2025Q2: 27,432 shares; 2025Q3: 27,618 shares 27,618 $3.97M 0.02% +186 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 14,540 shares; 2025Q1: 55,600 shares; 2025Q2: 50,482 shares; 2025Q3: 51,906 shares 51,906 $3.94M 0.02% +1,424 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: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 28,540 shares; 2025Q1: 18,540 shares; 2025Q2: 18,540 shares; 2025Q3: 18,540 shares 18,540 $3.91M 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 20,655 shares; 2025Q1: 19,293 shares; 2025Q2: 19,530 shares; 2025Q3: 21,304 shares 21,304 $3.8M 0.02% +1,774 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: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,754 shares; 2025Q1: 13,462 shares; 2025Q2: 12,226 shares; 2025Q3: 15,807 shares 15,807 $3.79M 0.02% +3,581 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,171 shares; 2025Q3: 5,246 shares 5,246 $3.76M 0.02% +75 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: restricted; 2024Q2: restricted; 2024Q3: 44,879 shares; 2024Q4: 43,588 shares; 2025Q1: 43,956 shares; 2025Q2: 42,313 shares; 2025Q3: 45,059 shares 45,059 $3.76M 0.02% +2,746 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: restricted; 2024Q2: restricted; 2024Q3: 61,647 shares; 2024Q4: 59,006 shares; 2025Q1: 56,260 shares; 2025Q2: 54,455 shares; 2025Q3: 55,268 shares 55,268 $3.74M 0.02% +813 Timeline HEI 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: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 14,064 shares; 2025Q1: 13,242 shares; 2025Q2: 11,567 shares; 2025Q3: 11,559 shares 11,559 $3.73M 0.02% -8 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,389 shares; 2024Q4: 7,743 shares; 2025Q1: 7,793 shares; 2025Q2: 45,658 shares; 2025Q3: 45,410 shares 45,410 $3.73M 0.02% -248 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 26,822 shares; 2025Q1: 28,913 shares; 2025Q2: 37,394 shares; 2025Q3: 39,810 shares 39,810 $3.71M 0.02% +2,416 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: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,397 shares; 2025Q1: 9,830 shares; 2025Q2: 9,078 shares; 2025Q3: 8,692 shares 8,692 $3.7M 0.02% -386 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 37,762 shares; 2025Q1: 36,686 shares; 2025Q2: 36,541 shares; 2025Q3: 36,367 shares 36,367 $3.66M 0.02% -174 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: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 10,403 shares; 2025Q1: 10,361 shares; 2025Q2: 10,489 shares; 2025Q3: 10,831 shares 10,831 $3.66M 0.02% +342 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: restricted; 2024Q2: restricted; 2024Q3: 122,595 shares; 2024Q4: 122,908 shares; 2025Q1: 126,386 shares; 2025Q2: 121,125 shares; 2025Q3: 128,824 shares 128,824 $3.65M 0.02% +7,699 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: restricted; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 6,512 shares; 2025Q1: 6,229 shares; 2025Q2: 6,370 shares; 2025Q3: 7,631 shares 7,631 $3.64M 0.02% +1,261 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: restricted; 2024Q2: restricted; 2024Q3: 54,298 shares; 2024Q4: 53,602 shares; 2025Q1: 52,394 shares; 2025Q2: 46,292 shares; 2025Q3: 46,516 shares 46,516 $3.62M 0.02% +224 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,119 shares; 2024Q4: 51,955 shares; 2025Q1: 49,751 shares; 2025Q2: 48,274 shares; 2025Q3: 48,274 shares 48,274 $3.6M 0.02% 0 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: restricted; 2024Q2: restricted; 2024Q3: 11,580 shares; 2024Q4: 12,388 shares; 2025Q1: 5,673 shares; 2025Q2: 5,760 shares; 2025Q3: 5,628 shares 5,628 $3.6M 0.02% -132 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: restricted; 2024Q2: restricted; 2024Q3: 100,104 shares; 2024Q4: 36,448 shares; 2025Q1: 27,113 shares; 2025Q2: 27,005 shares; 2025Q3: 26,884 shares 26,884 $3.58M 0.02% -121 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,235 shares; 2024Q4: 89,054 shares; 2025Q1: 83,775 shares; 2025Q2: 71,845 shares; 2025Q3: 99,697 shares 99,697 $3.56M 0.02% +27,852 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,160 shares; 2025Q1: 9,968 shares; 2025Q2: 12,427 shares; 2025Q3: 13,818 shares 13,818 $3.5M 0.02% +1,391 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: restricted; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 6,804 shares; 2025Q1: 6,778 shares; 2025Q2: 6,153 shares; 2025Q3: 6,210 shares 6,210 $3.49M 0.02% +57 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,086 shares; 2024Q4: 122,812 shares; 2025Q1: 113,002 shares; 2025Q2: 106,524 shares; 2025Q3: 127,678 shares 127,678 $3.49M 0.02% +21,154 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,329 shares; 2024Q4: 135,987 shares; 2025Q1: 134,962 shares; 2025Q2: 135,058 shares; 2025Q3: 132,144 shares 132,144 $3.48M 0.02% -2,914 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,920 shares; 2024Q4: 95,904 shares; 2025Q1: 96,238 shares; 2025Q2: 95,577 shares; 2025Q3: 95,076 shares 95,076 $3.46M 0.02% -501 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,922 shares; 2024Q4: 11,826 shares; 2025Q1: 11,100 shares; 2025Q2: 11,770 shares; 2025Q3: 11,493 shares 11,493 $3.45M 0.02% -277 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: restricted; 2024Q2: restricted; 2024Q3: 20,121 shares; 2024Q4: 16,406 shares; 2025Q1: 15,261 shares; 2025Q2: 14,395 shares; 2025Q3: 14,406 shares 14,406 $3.4M 0.02% +11 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,199 shares; 2024Q4: 24,633 shares; 2025Q1: 24,529 shares; 2025Q2: 23,949 shares; 2025Q3: 24,406 shares 24,406 $3.4M 0.02% +457 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,518 shares; 2024Q4: 28,488 shares; 2025Q1: 29,011 shares; 2025Q2: 27,414 shares; 2025Q3: 27,733 shares 27,733 $3.4M 0.02% +319 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 8,718 shares; 2025Q1: 7,992 shares; 2025Q2: 7,884 shares; 2025Q3: 7,836 shares 7,836 $3.38M 0.02% -48 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 48,841 shares; 2025Q1: 50,578 shares; 2025Q2: 39,886 shares; 2025Q3: 39,886 shares 39,886 $3.38M 0.02% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 20,755 shares; 2025Q1: 26,532 shares; 2025Q2: 23,161 shares; 2025Q3: 23,567 shares 23,567 $3.36M 0.02% +406 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,933 shares; 2024Q4: 43,868 shares; 2025Q1: 42,990 shares; 2025Q2: 40,851 shares; 2025Q3: 40,851 shares 40,851 $3.34M 0.02% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,070 shares; 2024Q4: 57,282 shares; 2025Q1: 51,129 shares; 2025Q2: 51,207 shares; 2025Q3: 30,044 shares 30,044 $3.33M 0.02% -21,163 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 17,672 shares; 2025Q1: 18,081 shares; 2025Q2: 16,190 shares; 2025Q3: 17,101 shares 17,101 $3.29M 0.02% +911 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,474 shares; 2024Q4: 47,512 shares; 2025Q1: 49,339 shares; 2025Q2: 23,976 shares; 2025Q3: 22,961 shares 22,961 $3.26M 0.02% -1,015 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,705 shares; 2024Q4: 11,102 shares; 2025Q1: 11,289 shares; 2025Q2: 11,386 shares; 2025Q3: 11,349 shares 11,349 $3.25M 0.02% -37 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: restricted; 2024Q2: restricted; 2024Q3: 29,995 shares; 2024Q4: 29,892 shares; 2025Q1: 30,923 shares; 2025Q2: 29,695 shares; 2025Q3: 29,728 shares 29,728 $3.24M 0.02% +33 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 38,787 shares; 2025Q1: 37,905 shares; 2025Q2: 44,197 shares; 2025Q3: 44,192 shares 44,192 $3.19M 0.02% -5 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: restricted; 2024Q2: restricted; 2024Q3: 23,194 shares; 2024Q4: 22,702 shares; 2025Q1: 22,559 shares; 2025Q2: 22,492 shares; 2025Q3: 22,328 shares 22,328 $3.16M 0.02% -164 Timeline VTWG 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: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 13,449 shares; 2025Q1: 14,160 shares; 2025Q2: 14,253 shares; 2025Q3: 13,459 shares 13,459 $3.15M 0.02% -794 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 15,629 shares; 2025Q1: 14,956 shares; 2025Q2: 19,625 shares; 2025Q3: 19,598 shares 19,598 $3.12M 0.02% -27 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: restricted; 2024Q2: restricted; 2024Q3: 29,849 shares; 2024Q4: 29,699 shares; 2025Q1: 27,759 shares; 2025Q2: 27,967 shares; 2025Q3: 27,899 shares 27,899 $3.11M 0.02% -68 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,370 shares; 2024Q4: 41,678 shares; 2025Q1: 41,098 shares; 2025Q2: 39,713 shares; 2025Q3: 39,526 shares 39,526 $3.11M 0.02% -187 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,686 shares; 2024Q4: 34,535 shares; 2025Q1: 33,185 shares; 2025Q2: 31,357 shares; 2025Q3: 29,078 shares 29,078 $3.1M 0.02% -2,279 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: restricted; 2024Q2: restricted; 2024Q3: 21,364 shares; 2024Q4: 21,867 shares; 2025Q1: 20,900 shares; 2025Q2: 20,970 shares; 2025Q3: 21,686 shares 21,686 $3.07M 0.02% +716 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: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,711 shares; 2025Q1: 1,953 shares; 2025Q2: 2,068 shares; 2025Q3: 2,327 shares 2,327 $3.07M 0.02% +259 Timeline CMRC COMMERCE.COM INC More: the full row for COMMERCE.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares; 2025Q3: 608,841 shares 608,841 $3.04M 0.02% +358,841 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: restricted; 2024Q2: restricted; 2024Q3: 20,752 shares; 2024Q4: 20,605 shares; 2025Q1: 20,739 shares; 2025Q2: 19,593 shares; 2025Q3: 19,997 shares 19,997 $3.02M 0.02% +404 Timeline OEF 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: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 16,546 shares; 2025Q1: 16,507 shares; 2025Q2: 8,699 shares; 2025Q3: 9,056 shares 9,056 $3.01M 0.02% +357 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,984 shares; 2024Q4: 28,661 shares; 2025Q1: 28,031 shares; 2025Q2: 26,794 shares; 2025Q3: 27,099 shares 27,099 $2.98M 0.02% +305 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: restricted; 2024Q2: restricted; 2024Q3: 65,302 shares; 2024Q4: 40,594 shares; 2025Q1: 36,953 shares; 2025Q2: 36,447 shares; 2025Q3: 38,841 shares 38,841 $2.93M 0.02% +2,394 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,549 shares; 2024Q4: 41,643 shares; 2025Q1: 39,174 shares; 2025Q2: 37,770 shares; 2025Q3: 35,428 shares 35,428 $2.93M 0.02% -2,342 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: restricted; 2024Q2: restricted; 2024Q3: 79,132 shares; 2024Q4: 83,867 shares; 2025Q1: 72,147 shares; 2025Q2: 75,007 shares; 2025Q3: 79,994 shares 79,994 $2.92M 0.02% +4,987 Timeline GMF 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: restricted; 2024Q2: restricted; 2024Q3: 21,509 shares; 2024Q4: 21,469 shares; 2025Q1: 20,953 shares; 2025Q2: 20,953 shares; 2025Q3: 20,766 shares 20,766 $2.89M 0.02% -187 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,942 shares; 2024Q4: 23,980 shares; 2025Q1: 23,668 shares; 2025Q2: 23,649 shares; 2025Q3: 23,777 shares 23,777 $2.89M 0.02% +128 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: restricted; 2024Q2: restricted; 2024Q3: 86,054 shares; 2024Q4: 87,477 shares; 2025Q1: 88,796 shares; 2025Q2: 72,316 shares; 2025Q3: 73,609 shares 73,609 $2.88M 0.02% +1,293 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: restricted; 2024Q2: restricted; 2024Q3: 27,202 shares; 2024Q4: 26,459 shares; 2025Q1: 26,295 shares; 2025Q2: 29,388 shares; 2025Q3: 29,107 shares 29,107 $2.86M 0.02% -281 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,554 shares; 2025Q3: 44,592 shares 44,592 $2.86M 0.02% +38 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,221 shares; 2024Q4: 37,797 shares; 2025Q1: 33,429 shares; 2025Q2: 36,068 shares; 2025Q3: 39,922 shares 39,922 $2.86M 0.02% +3,854 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,273 shares; 2024Q4: 142,973 shares; 2025Q1: 142,713 shares; 2025Q2: 142,038 shares; 2025Q3: 139,765 shares 139,765 $2.85M 0.02% -2,273 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,637 shares; 2024Q4: 21,232 shares; 2025Q1: 23,813 shares; 2025Q2: 21,785 shares; 2025Q3: 22,143 shares 22,143 $2.84M 0.02% +358 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: restricted; 2024Q2: restricted; 2024Q3: 25,235 shares; 2024Q4: 25,584 shares; 2025Q1: 25,507 shares; 2025Q2: 22,567 shares; 2025Q3: 21,605 shares 21,605 $2.8M 0.02% -962 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: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,900 shares; 2025Q1: 5,024 shares; 2025Q2: 19,430 shares; 2025Q3: 18,891 shares 18,891 $2.79M 0.02% -539 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,377 shares; 2024Q4: 74,991 shares; 2025Q1: 74,514 shares; 2025Q2: 72,023 shares; 2025Q3: 71,687 shares 71,687 $2.78M 0.02% -336 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,734 shares; 2025Q1: 3,623 shares; 2025Q2: 3,592 shares; 2025Q3: 3,521 shares 3,521 $2.76M 0.02% -71 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,165 shares; 2024Q4: 14,415 shares; 2025Q1: 13,478 shares; 2025Q2: 13,934 shares; 2025Q3: 14,342 shares 14,342 $2.73M 0.02% +408 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: restricted; 2024Q2: restricted; 2024Q3: 30,632 shares; 2024Q4: 30,177 shares; 2025Q1: 29,922 shares; 2025Q2: 29,112 shares; 2025Q3: 28,475 shares 28,475 $2.73M 0.02% -637 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: restricted; 2024Q2: restricted; 2024Q3: 7,443 shares; 2024Q4: 8,638 shares; 2025Q1: 8,343 shares; 2025Q2: 7,490 shares; 2025Q3: 6,932 shares 6,932 $2.71M 0.02% -558 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: restricted; 2024Q2: restricted; 2024Q3: 26,034 shares; 2024Q4: 26,094 shares; 2025Q1: 32,024 shares; 2025Q2: 32,300 shares; 2025Q3: 32,607 shares 32,607 $2.71M 0.02% +307 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: restricted; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 11,179 shares; 2025Q1: 10,291 shares; 2025Q2: 10,068 shares; 2025Q3: 10,382 shares 10,382 $2.7M 0.02% +314 Timeline USRT 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 45,819 shares 45,819 $2.69M 0.01% +34,890 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: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,361 shares; 2025Q1: 4,702 shares; 2025Q2: 4,977 shares; 2025Q3: 4,955 shares 4,955 $2.69M 0.01% -22 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,535 shares; 2025Q2: 25,865 shares; 2025Q3: 25,885 shares 25,885 $2.67M 0.01% +20 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,602 shares; 2024Q4: 35,741 shares; 2025Q1: 36,104 shares; 2025Q2: 33,022 shares; 2025Q3: 35,105 shares 35,105 $2.67M 0.01% +2,083 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 45,801 shares; 2025Q1: 47,301 shares; 2025Q2: 47,506 shares; 2025Q3: 48,356 shares 48,356 $2.66M 0.01% +850 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: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 27,273 shares; 2025Q1: 27,537 shares; 2025Q2: 25,280 shares; 2025Q3: 26,455 shares 26,455 $2.65M 0.01% +1,175 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: restricted; 2024Q2: restricted; 2024Q3: 30,690 shares; 2024Q4: 31,538 shares; 2025Q1: 31,869 shares; 2025Q2: 32,875 shares; 2025Q3: 31,366 shares 31,366 $2.64M 0.01% -1,509 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,740 shares; 2025Q2: 19,724 shares; 2025Q3: 19,724 shares 19,724 $2.62M 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,975 shares; 2024Q4: 115,952 shares; 2025Q1: 115,935 shares; 2025Q2: 115,789 shares; 2025Q3: 113,107 shares 113,107 $2.62M 0.01% -2,682 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 33,410 shares; 2025Q1: 12,469 shares; 2025Q2: 17,050 shares; 2025Q3: 20,151 shares 20,151 $2.59M 0.01% +3,101 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: restricted; 2024Q2: restricted; 2024Q3: 21,338 shares; 2024Q4: 20,106 shares; 2025Q1: 19,953 shares; 2025Q2: 20,881 shares; 2025Q3: 21,280 shares 21,280 $2.58M 0.01% +399 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,360 shares; 2024Q4: 74,721 shares; 2025Q1: 93,806 shares; 2025Q2: 76,924 shares; 2025Q3: 77,265 shares 77,265 $2.58M 0.01% +341 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: restricted; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 9,604 shares; 2025Q1: 43,824 shares; 2025Q2: 47,574 shares; 2025Q3: 34,995 shares 34,995 $2.57M 0.01% -12,579 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: restricted; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 32,930 shares; 2025Q1: 31,631 shares; 2025Q2: 28,673 shares; 2025Q3: 28,181 shares 28,181 $2.56M 0.01% -492 Timeline DHS 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: restricted; 2024Q2: restricted; 2024Q3: 23,975 shares; 2024Q4: 26,575 shares; 2025Q1: 25,445 shares; 2025Q2: 24,800 shares; 2025Q3: 25,120 shares 25,120 $2.53M 0.01% +320 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,103 shares; 2025Q3: 24,179 shares 24,179 $2.51M 0.01% +76 Timeline SUSA 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: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,280 shares; 2025Q2: 18,280 shares; 2025Q3: 18,280 shares 18,280 $2.48M 0.01% 0 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: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,613 shares; 2025Q1: 2,579 shares; 2025Q2: 2,635 shares; 2025Q3: 2,597 shares 2,597 $2.48M 0.01% -38 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: restricted; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 2,766 shares; 2025Q1: 2,626 shares; 2025Q2: 2,628 shares; 2025Q3: 2,666 shares 2,666 $2.45M 0.01% +38 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,325 shares; 2024Q4: 234,126 shares; 2025Q1: 273,032 shares; 2025Q2: 93,959 shares; 2025Q3: 92,646 shares 92,646 $2.44M 0.01% -1,313 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,910 shares; 2024Q4: 26,987 shares; 2025Q1: 29,118 shares; 2025Q2: 28,476 shares; 2025Q3: 27,993 shares 27,993 $2.44M 0.01% -483 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: restricted; 2024Q2: restricted; 2024Q3: 44,205 shares; 2024Q4: 33,233 shares; 2025Q1: 35,452 shares; 2025Q2: 30,671 shares; 2025Q3: 28,957 shares 28,957 $2.42M 0.01% -1,714 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: restricted; 2024Q2: restricted; 2024Q3: 172,057 shares; 2024Q4: 123,647 shares; 2025Q1: 128,861 shares; 2025Q2: 138,868 shares; 2025Q3: 142,838 shares 142,838 $2.42M 0.01% +3,970 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: restricted; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 24,881 shares; 2025Q1: 20,932 shares; 2025Q2: 18,619 shares; 2025Q3: 18,074 shares 18,074 $2.39M 0.01% -545 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 1,505 shares; 2025Q1: 5,216 shares; 2025Q2: 5,788 shares; 2025Q3: 5,305 shares 5,305 $2.38M 0.01% -483 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: restricted; 2024Q2: restricted; 2024Q3: 92,768 shares; 2024Q4: 90,798 shares; 2025Q1: 48,425 shares; 2025Q2: 23,737 shares; 2025Q3: 21,101 shares 21,101 $2.37M 0.01% -2,636 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: restricted; 2024Q2: restricted; 2024Q3: 29,245 shares; 2024Q4: 28,940 shares; 2025Q1: 25,068 shares; 2025Q2: 28,119 shares; 2025Q3: 28,133 shares 28,133 $2.37M 0.01% +14 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: restricted; 2024Q2: restricted; 2024Q3: 15,465 shares; 2024Q4: 13,941 shares; 2025Q1: 13,931 shares; 2025Q2: 14,615 shares; 2025Q3: 14,434 shares 14,434 $2.36M 0.01% -181 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 8,379 shares; 2025Q1: 8,894 shares; 2025Q2: 9,126 shares; 2025Q3: 8,965 shares 8,965 $2.36M 0.01% -161 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: restricted; 2024Q2: restricted; 2024Q3: 31,543 shares; 2024Q4: 27,671 shares; 2025Q1: 26,336 shares; 2025Q2: 26,624 shares; 2025Q3: 27,886 shares 27,886 $2.35M 0.01% +1,262 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,184 shares; 2024Q4: 10,166 shares; 2025Q1: 10,771 shares; 2025Q2: 10,015 shares; 2025Q3: 10,044 shares 10,044 $2.33M 0.01% +29 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,168 shares; 2024Q4: 45,414 shares; 2025Q1: 32,401 shares; 2025Q2: 82,586 shares; 2025Q3: 35,846 shares 35,846 $2.33M 0.01% -46,740 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,039 shares; 2024Q4: 30,563 shares; 2025Q1: 28,625 shares; 2025Q2: 29,005 shares; 2025Q3: 34,036 shares 34,036 $2.29M 0.01% +5,031 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 20,291 shares; 2025Q1: 20,091 shares; 2025Q2: 20,091 shares; 2025Q3: 20,209 shares 20,209 $2.28M 0.01% +118 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,938 shares; 2024Q4: 26,446 shares; 2025Q1: 26,042 shares; 2025Q2: 25,907 shares; 2025Q3: 24,811 shares 24,811 $2.26M 0.01% -1,096 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: restricted; 2024Q2: restricted; 2024Q3: 23,609 shares; 2024Q4: 23,058 shares; 2025Q1: 21,941 shares; 2025Q2: 32,868 shares; 2025Q3: 33,532 shares 33,532 $2.26M 0.01% +664 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 9,658 shares; 2025Q1: 9,144 shares; 2025Q2: 9,052 shares; 2025Q3: 8,968 shares 8,968 $2.26M 0.01% -84 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,617 shares; 2024Q4: 26,616 shares; 2025Q1: 25,586 shares; 2025Q2: 19,687 shares; 2025Q3: 18,366 shares 18,366 $2.25M 0.01% -1,321 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: restricted; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,295 shares; 2025Q1: 28,648 shares; 2025Q2: 27,899 shares; 2025Q3: 28,939 shares 28,939 $2.25M 0.01% +1,040 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: restricted; 2024Q2: restricted; 2024Q3: 41,143 shares; 2024Q4: 41,459 shares; 2025Q1: 40,625 shares; 2025Q2: 39,001 shares; 2025Q3: 36,800 shares 36,800 $2.24M 0.01% -2,201 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,450 shares; 2024Q4: 151,310 shares; 2025Q1: 22,481 shares; 2025Q2: 18,485 shares; 2025Q3: 16,492 shares 16,492 $2.22M 0.01% -1,993 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,079 shares; 2024Q4: 55,029 shares; 2025Q1: 55,747 shares; 2025Q2: 43,110 shares; 2025Q3: 43,703 shares 43,703 $2.21M 0.01% +593 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: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,888 shares; 2025Q1: 6,920 shares; 2025Q2: 9,735 shares; 2025Q3: 10,060 shares 10,060 $2.18M 0.01% +325 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,144 shares; 2024Q4: 25,144 shares; 2025Q1: 25,144 shares; 2025Q2: 25,144 shares; 2025Q3: 25,144 shares 25,144 $2.18M 0.01% 0 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: restricted; 2024Q2: restricted; 2024Q3: 49,290 shares; 2024Q4: 49,895 shares; 2025Q1: 49,808 shares; 2025Q2: 46,737 shares; 2025Q3: 48,100 shares 48,100 $2.16M 0.01% +1,363 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 15,677 shares; 2025Q1: 15,979 shares; 2025Q2: 15,942 shares; 2025Q3: 15,355 shares 15,355 $2.16M 0.01% -587 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,746 shares; 2024Q4: 63,046 shares; 2025Q1: 58,746 shares; 2025Q2: 56,446 shares; 2025Q3: 54,654 shares 54,654 $2.15M 0.01% -1,792 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: restricted; 2024Q2: restricted; 2024Q3: 183,953 shares; 2024Q4: 150,888 shares; 2025Q1: 126,363 shares; 2025Q2: 114,434 shares; 2025Q3: 114,582 shares 114,582 $2.14M 0.01% +148 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: restricted; 2024Q2: restricted; 2024Q3: 27,364 shares; 2024Q4: 24,335 shares; 2025Q1: 24,652 shares; 2025Q2: 19,110 shares; 2025Q3: 20,357 shares 20,357 $2.14M 0.01% +1,247 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 15,629 shares; 2025Q1: 15,565 shares; 2025Q2: 12,157 shares; 2025Q3: 12,020 shares 12,020 $2.13M 0.01% -137 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,631 shares; 2024Q4: 143,023 shares; 2025Q1: 137,459 shares; 2025Q2: 136,370 shares; 2025Q3: 131,303 shares 131,303 $2.13M 0.01% -5,067 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,369 shares; 2024Q4: 31,956 shares; 2025Q1: 30,964 shares; 2025Q2: 31,402 shares; 2025Q3: 31,414 shares 31,414 $2.12M 0.01% +12 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,087 shares; 2024Q4: 12,936 shares; 2025Q1: 14,324 shares; 2025Q2: 13,025 shares; 2025Q3: 13,019 shares 13,019 $2.11M 0.01% -6 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: restricted; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 10,197 shares; 2025Q1: 10,387 shares; 2025Q2: 9,984 shares; 2025Q3: 10,188 shares 10,188 $2.1M 0.01% +204 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 28,855 shares; 2025Q1: 26,735 shares; 2025Q2: 24,048 shares; 2025Q3: 23,865 shares 23,865 $2.1M 0.01% -183 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,907 shares; 2024Q4: 50,128 shares; 2025Q1: 45,885 shares; 2025Q2: 45,137 shares; 2025Q3: 42,729 shares 42,729 $2.09M 0.01% -2,408 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,157 shares; 2025Q3: 49,158 shares 49,158 $2.08M 0.01% +1 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,502 shares; 2025Q1: 4,557 shares; 2025Q2: 4,536 shares; 2025Q3: 4,531 shares 4,531 $2.07M 0.01% -5 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 255 shares; 2025Q3: 255 shares 255 $2.05M 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,457 shares; 2024Q4: 77,409 shares; 2025Q1: 75,280 shares; 2025Q2: 27,390 shares; 2025Q3: 26,949 shares 26,949 $2.04M 0.01% -441 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,839 shares; 2024Q4: 90,587 shares; 2025Q1: 82,446 shares; 2025Q2: 82,853 shares; 2025Q3: 80,047 shares 80,047 $1.98M 0.01% -2,806 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: restricted; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 13,545 shares; 2025Q1: 12,860 shares; 2025Q2: 13,030 shares; 2025Q3: 12,754 shares 12,754 $1.97M 0.01% -276 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: restricted; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 11,337 shares; 2025Q1: 11,495 shares; 2025Q2: 11,294 shares; 2025Q3: 10,999 shares 10,999 $1.97M 0.01% -295 Timeline