AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,813,198 shares 3,813,198 $1.04B 5.72% -41,842 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,930,121 shares 1,930,121 $933M 5.15% -8,947 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,720,931 shares 4,720,931 $880M 4.86% -89,115 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,608,042 shares 2,608,042 $816M 4.51% -12,464 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; 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; 2025Q4: 2,309,676 shares 2,309,676 $533M 2.94% +20,236 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,238,063 shares 1,238,063 $428M 2.37% -13,750 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; 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; 2025Q4: 1,182,082 shares 1,182,082 $381M 2.1% -6,615 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; 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; 2025Q4: 5,660,823 shares 5,660,823 $296M 1.64% +369,636 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,984,765 shares 1,984,765 $280M 1.55% -35,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,056 shares; 2024Q4: 272,511 shares; 2025Q1: 331,278 shares; 2025Q2: 358,173 shares; 2025Q3: 361,603 shares; 2025Q4: 362,363 shares 362,363 $239M 1.32% +760 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,436 shares; 2024Q4: 664,628 shares; 2025Q1: 657,943 shares; 2025Q2: 667,888 shares; 2025Q3: 656,099 shares; 2025Q4: 652,962 shares 652,962 $229M 1.26% -3,137 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,660,417 shares 1,660,417 $227M 1.26% -1,951 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,482 shares; 2024Q4: 442,364 shares; 2025Q1: 452,214 shares; 2025Q2: 456,075 shares; 2025Q3: 462,049 shares; 2025Q4: 453,533 shares 453,533 $215M 1.19% -8,516 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,159,874 shares 1,159,874 $206M 1.14% -6,004 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; 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; 2025Q4: 1,328,284 shares 1,328,284 $190M 1.05% -7,306 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,977 shares; 2024Q4: 164,214 shares; 2025Q1: 176,376 shares; 2025Q2: 181,793 shares; 2025Q3: 174,257 shares; 2025Q4: 175,563 shares 175,563 $189M 1.04% +1,306 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; 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; 2025Q4: 1,520,027 shares 1,520,027 $183M 1.01% +1,989 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,385 shares; 2024Q4: 901,258 shares; 2025Q1: 893,836 shares; 2025Q2: 890,558 shares; 2025Q3: 878,855 shares; 2025Q4: 873,935 shares 873,935 $181M 1% -4,920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,613 shares; 2024Q4: 258,042 shares; 2025Q1: 253,761 shares; 2025Q2: 250,972 shares; 2025Q3: 254,060 shares; 2025Q4: 250,647 shares 250,647 $171M 0.94% -3,413 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,040 shares; 2024Q4: 622,922 shares; 2025Q1: 621,268 shares; 2025Q2: 519,824 shares; 2025Q3: 514,829 shares; 2025Q4: 512,697 shares 512,697 $161M 0.89% -2,132 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,561 shares; 2024Q4: 226,883 shares; 2025Q1: 239,283 shares; 2025Q2: 224,994 shares; 2025Q3: 223,832 shares; 2025Q4: 232,275 shares 232,275 $159M 0.88% +8,443 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,394 shares; 2024Q4: 750,734 shares; 2025Q1: 750,163 shares; 2025Q2: 757,671 shares; 2025Q3: 717,126 shares; 2025Q4: 725,356 shares 725,356 $153M 0.84% +8,230 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,356 shares; 2024Q4: 496,974 shares; 2025Q1: 493,664 shares; 2025Q2: 496,268 shares; 2025Q3: 495,521 shares; 2025Q4: 491,495 shares 491,495 $150M 0.83% -4,026 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,483,919 shares 1,483,919 $143M 0.79% -14,126 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743,366 shares; 2024Q4: 626,331 shares; 2025Q1: 599,700 shares; 2025Q2: 559,240 shares; 2025Q3: 586,926 shares; 2025Q4: 825,694 shares 825,694 $139M 0.77% +238,768 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,601 shares; 2024Q4: 217,302 shares; 2025Q1: 213,750 shares; 2025Q2: 202,754 shares; 2025Q3: 200,070 shares; 2025Q4: 232,318 shares 232,318 $135M 0.74% +32,248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,106 shares; 2024Q4: 141,068 shares; 2025Q1: 142,476 shares; 2025Q2: 145,363 shares; 2025Q3: 146,001 shares; 2025Q4: 144,903 shares 144,903 $127M 0.7% -1,098 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,951 shares; 2024Q4: 227,805 shares; 2025Q1: 230,409 shares; 2025Q2: 245,937 shares; 2025Q3: 249,466 shares; 2025Q4: 242,484 shares 242,484 $122M 0.67% -6,982 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,088,783 shares 1,088,783 $121M 0.67% +35,599 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,698 shares; 2024Q4: 144,456 shares; 2025Q1: 130,885 shares; 2025Q2: 129,015 shares; 2025Q3: 121,852 shares; 2025Q4: 211,002 shares 211,002 $121M 0.67% +89,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,946 shares; 2024Q4: 498,156 shares; 2025Q1: 498,899 shares; 2025Q2: 497,676 shares; 2025Q3: 492,286 shares; 2025Q4: 491,125 shares 491,125 $118M 0.65% -1,161 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,781 shares; 2024Q4: 139,653 shares; 2025Q1: 137,691 shares; 2025Q2: 139,309 shares; 2025Q3: 139,802 shares; 2025Q4: 138,527 shares 138,527 $114M 0.63% -1,275 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; 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; 2025Q4: 1,112,915 shares 1,112,915 $113M 0.63% -2,014 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,945 shares; 2024Q4: 482,819 shares; 2025Q1: 475,882 shares; 2025Q2: 467,128 shares; 2025Q3: 460,024 shares; 2025Q4: 452,553 shares 452,553 $111M 0.62% -7,471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,592 shares; 2024Q4: 483,770 shares; 2025Q1: 484,965 shares; 2025Q2: 479,585 shares; 2025Q3: 476,677 shares; 2025Q4: 476,530 shares 476,530 $110M 0.61% -147 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,661 shares; 2024Q4: 525,813 shares; 2025Q1: 511,260 shares; 2025Q2: 498,644 shares; 2025Q3: 485,917 shares; 2025Q4: 464,407 shares 464,407 $106M 0.59% -21,510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,194 shares; 2024Q4: 639,466 shares; 2025Q1: 528,163 shares; 2025Q2: 529,055 shares; 2025Q3: 515,672 shares; 2025Q4: 492,085 shares 492,085 $99.9M 0.55% -23,587 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; 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; 2025Q4: 932,790 shares 932,790 $98.2M 0.54% +214,718 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,697 shares; 2024Q4: 112,685 shares; 2025Q1: 111,344 shares; 2025Q2: 111,001 shares; 2025Q3: 111,059 shares; 2025Q4: 111,935 shares 111,935 $96.5M 0.53% +876 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,025 shares; 2024Q4: 339,525 shares; 2025Q1: 353,354 shares; 2025Q2: 386,358 shares; 2025Q3: 391,868 shares; 2025Q4: 395,264 shares 395,264 $95.8M 0.53% +3,396 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; 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; 2025Q4: 1,868,306 shares 1,868,306 $94.5M 0.52% +216,090 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,342 shares; 2024Q4: 924,687 shares; 2025Q1: 919,434 shares; 2025Q2: 859,240 shares; 2025Q3: 704,657 shares; 2025Q4: 654,470 shares 654,470 $93.9M 0.52% -50,187 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; 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; 2025Q4: 1,159,809 shares 1,159,809 $93.1M 0.51% +78,102 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,589 shares; 2024Q4: 562,283 shares; 2025Q1: 546,772 shares; 2025Q2: 534,295 shares; 2025Q3: 515,136 shares; 2025Q4: 506,398 shares 506,398 $92.9M 0.51% -8,738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,696 shares; 2024Q4: 92,935 shares; 2025Q1: 150,724 shares; 2025Q2: 155,213 shares; 2025Q3: 158,268 shares; 2025Q4: 159,232 shares 159,232 $90.8M 0.5% +964 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,779 shares; 2024Q4: 46,759 shares; 2025Q1: 48,384 shares; 2025Q2: 300,964 shares; 2025Q3: 429,892 shares; 2025Q4: 492,848 shares 492,848 $90.8M 0.5% +62,956 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,318 shares; 2024Q4: 406,075 shares; 2025Q1: 381,872 shares; 2025Q2: 369,878 shares; 2025Q3: 373,143 shares; 2025Q4: 375,567 shares 375,567 $85.4M 0.47% +2,424 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; 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; 2025Q4: 1,045,222 shares 1,045,222 $85.4M 0.47% +127,808 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,906 shares; 2024Q4: 647,430 shares; 2025Q1: 620,644 shares; 2025Q2: 556,166 shares; 2025Q3: 567,010 shares; 2025Q4: 552,246 shares 552,246 $84.2M 0.46% -14,764 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,432 shares; 2024Q4: 236,084 shares; 2025Q1: 232,064 shares; 2025Q2: 239,083 shares; 2025Q3: 226,340 shares; 2025Q4: 258,330 shares 258,330 $83.4M 0.46% +31,990 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; 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; 2025Q4: 1,319,691 shares 1,319,691 $82.4M 0.46% +65,056 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; 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; 2025Q4: 4,992,394 shares 4,992,394 $82.3M 0.45% -1,721 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,828 shares; 2024Q4: 477,927 shares; 2025Q1: 496,890 shares; 2025Q2: 646,119 shares; 2025Q3: 658,827 shares; 2025Q4: 688,893 shares 688,893 $79.4M 0.44% +30,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,552 shares; 2024Q4: 13,544 shares; 2025Q1: 14,289 shares; 2025Q2: 14,835 shares; 2025Q3: 14,863 shares; 2025Q4: 14,612 shares 14,612 $78.3M 0.43% -251 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,109 shares; 2024Q4: 192,811 shares; 2025Q1: 205,336 shares; 2025Q2: 200,608 shares; 2025Q3: 202,674 shares; 2025Q4: 200,667 shares 200,667 $76.9M 0.42% -2,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,599 shares; 2024Q4: 227,079 shares; 2025Q1: 228,053 shares; 2025Q2: 221,011 shares; 2025Q3: 217,739 shares; 2025Q4: 218,093 shares 218,093 $75M 0.41% +354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,904 shares; 2024Q4: 197,493 shares; 2025Q1: 203,097 shares; 2025Q2: 237,791 shares; 2025Q3: 224,315 shares; 2025Q4: 223,742 shares 223,742 $75M 0.41% -573 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,682 shares; 2024Q4: 203,869 shares; 2025Q1: 203,354 shares; 2025Q2: 201,718 shares; 2025Q3: 197,007 shares; 2025Q4: 197,238 shares 197,238 $73.7M 0.41% +231 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,263 shares; 2024Q4: 365,111 shares; 2025Q1: 360,210 shares; 2025Q2: 248,491 shares; 2025Q3: 235,461 shares; 2025Q4: 223,709 shares 223,709 $73.2M 0.4% -11,752 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,430 shares; 2024Q4: 123,150 shares; 2025Q1: 121,924 shares; 2025Q2: 124,698 shares; 2025Q3: 124,877 shares; 2025Q4: 124,641 shares 124,641 $71.2M 0.39% -236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,224 shares; 2024Q4: 955,524 shares; 2025Q1: 826,214 shares; 2025Q2: 800,160 shares; 2025Q3: 791,421 shares; 2025Q4: 1,566,292 shares 1,566,292 $71M 0.39% +774,871 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,526 shares; 2024Q4: 216,252 shares; 2025Q1: 214,467 shares; 2025Q2: 205,664 shares; 2025Q3: 395,176 shares; 2025Q4: 624,051 shares 624,051 $71M 0.39% +228,875 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,452 shares; 2024Q4: 129,699 shares; 2025Q1: 133,490 shares; 2025Q2: 107,043 shares; 2025Q3: 107,185 shares; 2025Q4: 113,199 shares 113,199 $71M 0.39% +6,014 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,530 shares; 2024Q4: 176,013 shares; 2025Q1: 158,919 shares; 2025Q2: 153,275 shares; 2025Q3: 145,040 shares; 2025Q4: 146,020 shares 146,020 $70.6M 0.39% +980 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,435 shares; 2024Q4: 192,146 shares; 2025Q1: 389,791 shares; 2025Q2: 420,342 shares; 2025Q3: 426,713 shares; 2025Q4: 430,501 shares 430,501 $69.2M 0.38% +3,788 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,523 shares; 2024Q4: 183,427 shares; 2025Q1: 186,249 shares; 2025Q2: 193,554 shares; 2025Q3: 193,919 shares; 2025Q4: 193,624 shares 193,624 $68.1M 0.38% -295 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,108 shares; 2024Q4: 392,017 shares; 2025Q1: 404,450 shares; 2025Q2: 370,830 shares; 2025Q3: 370,498 shares; 2025Q4: 347,165 shares 347,165 $67.7M 0.37% -23,333 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,922 shares; 2024Q4: 669,938 shares; 2025Q1: 651,367 shares; 2025Q2: 517,852 shares; 2025Q3: 517,798 shares; 2025Q4: 495,948 shares 495,948 $65.8M 0.36% -21,850 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,915 shares; 2024Q4: 109,372 shares; 2025Q1: 110,323 shares; 2025Q2: 111,576 shares; 2025Q3: 103,989 shares; 2025Q4: 418,339 shares 418,339 $64.1M 0.35% +314,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,884 shares; 2024Q4: 184,365 shares; 2025Q1: 178,252 shares; 2025Q2: 309,285 shares; 2025Q3: 322,873 shares; 2025Q4: 324,105 shares 324,105 $63.2M 0.35% +1,232 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,570 shares; 2024Q4: 22,161 shares; 2025Q1: 49,325 shares; 2025Q2: 59,223 shares; 2025Q3: 61,423 shares; 2025Q4: 655,505 shares 655,505 $61.5M 0.34% +594,082 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,726 shares; 2024Q4: 944,548 shares; 2025Q1: 898,262 shares; 2025Q2: 724,377 shares; 2025Q3: 428,021 shares; 2025Q4: 343,136 shares 343,136 $61M 0.34% -84,885 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,039 shares; 2024Q4: 128,069 shares; 2025Q1: 128,445 shares; 2025Q2: 137,357 shares; 2025Q3: 132,213 shares; 2025Q4: 132,811 shares 132,811 $59.7M 0.33% +598 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,319 shares; 2024Q4: 206,037 shares; 2025Q1: 201,392 shares; 2025Q2: 193,001 shares; 2025Q3: 188,916 shares; 2025Q4: 186,945 shares 186,945 $59.5M 0.33% -1,971 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,226 shares; 2024Q4: 357,808 shares; 2025Q1: 343,112 shares; 2025Q2: 350,045 shares; 2025Q3: 336,913 shares; 2025Q4: 328,019 shares 328,019 $59.4M 0.33% -8,894 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; 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; 2025Q4: 1,071,322 shares 1,071,322 $58.9M 0.33% -19,266 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; 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; 2025Q4: 1,093,948 shares 1,093,948 $58.8M 0.32% +41,806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718,737 shares; 2025Q2: 757,842 shares; 2025Q3: 760,635 shares; 2025Q4: 763,928 shares 763,928 $57.5M 0.32% +3,293 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,562 shares; 2025Q1: 434,775 shares; 2025Q2: 469,322 shares; 2025Q3: 629,735 shares; 2025Q4: 645,081 shares 645,081 $56.4M 0.31% +15,346 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,468 shares; 2024Q4: 158,258 shares; 2025Q1: 164,884 shares; 2025Q2: 164,459 shares; 2025Q3: 179,034 shares; 2025Q4: 144,869 shares 144,869 $56M 0.31% -34,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,663 shares; 2024Q4: 258,029 shares; 2025Q1: 254,656 shares; 2025Q2: 255,501 shares; 2025Q3: 256,226 shares; 2025Q4: 253,404 shares 253,404 $55.7M 0.31% -2,822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,136 shares; 2024Q4: 487,656 shares; 2025Q1: 465,233 shares; 2025Q2: 455,221 shares; 2025Q3: 457,845 shares; 2025Q4: 308,703 shares 308,703 $53.6M 0.3% -149,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,611 shares; 2024Q4: 749,260 shares; 2025Q1: 728,072 shares; 2025Q2: 692,741 shares; 2025Q3: 694,081 shares; 2025Q4: 677,175 shares 677,175 $52.2M 0.29% -16,906 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,149 shares; 2024Q4: 176,730 shares; 2025Q1: 179,782 shares; 2025Q2: 184,475 shares; 2025Q3: 183,913 shares; 2025Q4: 357,260 shares 357,260 $51.4M 0.28% +173,347 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,583 shares; 2024Q4: 428,587 shares; 2025Q1: 414,823 shares; 2025Q2: 405,919 shares; 2025Q3: 408,496 shares; 2025Q4: 406,456 shares 406,456 $50.9M 0.28% -2,040 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,130 shares; 2024Q4: 121,493 shares; 2025Q1: 118,823 shares; 2025Q2: 117,110 shares; 2025Q3: 109,739 shares; 2025Q4: 108,985 shares 108,985 $50.7M 0.28% -754 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,404 shares; 2024Q4: 311,841 shares; 2025Q1: 282,479 shares; 2025Q2: 279,797 shares; 2025Q3: 290,225 shares; 2025Q4: 281,780 shares 281,780 $49.1M 0.27% -8,445 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,260 shares; 2024Q4: 291,437 shares; 2025Q1: 320,156 shares; 2025Q2: 325,482 shares; 2025Q3: 332,091 shares; 2025Q4: 316,515 shares 316,515 $48.8M 0.27% -15,576 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,700 shares; 2024Q4: 127,976 shares; 2025Q1: 128,254 shares; 2025Q2: 132,148 shares; 2025Q3: 128,415 shares; 2025Q4: 125,657 shares 125,657 $46.5M 0.26% -2,758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,908 shares; 2024Q4: 375,697 shares; 2025Q1: 391,749 shares; 2025Q2: 407,454 shares; 2025Q3: 388,573 shares; 2025Q4: 359,438 shares 359,438 $43.8M 0.24% -29,135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,283 shares; 2024Q4: 360,850 shares; 2025Q1: 227,076 shares; 2025Q2: 193,882 shares; 2025Q3: 190,218 shares; 2025Q4: 184,550 shares 184,550 $42.2M 0.23% -5,668 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,264 shares; 2024Q4: 546,028 shares; 2025Q1: 559,232 shares; 2025Q2: 562,564 shares; 2025Q3: 576,746 shares; 2025Q4: 618,689 shares 618,689 $41.6M 0.23% +41,943 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,720 shares; 2024Q4: 111,638 shares; 2025Q1: 110,132 shares; 2025Q2: 108,391 shares; 2025Q3: 106,715 shares; 2025Q4: 106,042 shares 106,042 $41.3M 0.23% -673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,881 shares; 2024Q4: 162,900 shares; 2025Q1: 152,521 shares; 2025Q2: 144,358 shares; 2025Q3: 143,060 shares; 2025Q4: 149,395 shares 149,395 $40.8M 0.23% +6,335 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,982 shares; 2024Q4: 157,037 shares; 2025Q1: 153,602 shares; 2025Q2: 152,881 shares; 2025Q3: 136,908 shares; 2025Q4: 136,977 shares 136,977 $40.6M 0.22% +69 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,898 shares; 2024Q4: 351,668 shares; 2025Q1: 339,010 shares; 2025Q2: 340,562 shares; 2025Q3: 369,965 shares; 2025Q4: 384,164 shares 384,164 $39.5M 0.22% +14,199 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,064 shares; 2024Q4: 251,106 shares; 2025Q1: 282,368 shares; 2025Q2: 365,626 shares; 2025Q3: 379,853 shares; 2025Q4: 441,216 shares 441,216 $39.5M 0.22% +61,363 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,285 shares; 2024Q4: 291,319 shares; 2025Q1: 287,913 shares; 2025Q2: 284,971 shares; 2025Q3: 283,675 shares; 2025Q4: 275,567 shares 275,567 $38.9M 0.21% -8,108 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; 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; 2025Q4: 1,540,253 shares 1,540,253 $38.3M 0.21% -924,328 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,519,380 shares 1,519,380 $37.8M 0.21% -47,213 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,424 shares; 2024Q4: 204,012 shares; 2025Q1: 206,569 shares; 2025Q2: 209,872 shares; 2025Q3: 138,481 shares; 2025Q4: 116,514 shares 116,514 $36.4M 0.2% -21,967 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,194 shares; 2024Q4: 394,777 shares; 2025Q1: 365,924 shares; 2025Q2: 366,247 shares; 2025Q3: 368,368 shares; 2025Q4: 373,334 shares 373,334 $35.8M 0.2% +4,966 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,140 shares; 2024Q4: 378,860 shares; 2025Q1: 370,007 shares; 2025Q2: 364,489 shares; 2025Q3: 370,262 shares; 2025Q4: 362,976 shares 362,976 $34.9M 0.19% -7,286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,189 shares; 2024Q4: 39,868 shares; 2025Q1: 39,432 shares; 2025Q2: 39,162 shares; 2025Q3: 39,427 shares; 2025Q4: 39,273 shares 39,273 $34.5M 0.19% -154 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770,056 shares; 2025Q3: 762,227 shares; 2025Q4: 748,950 shares 748,950 $34.3M 0.19% -13,277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 22,194 shares; 2025Q1: 22,400 shares; 2025Q2: 16,082 shares; 2025Q3: 16,017 shares; 2025Q4: 15,825 shares 15,825 $34M 0.19% -192 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,412 shares; 2025Q1: 33,030 shares; 2025Q2: 31,576 shares; 2025Q3: 32,029 shares; 2025Q4: 31,628 shares 31,628 $33.9M 0.19% -401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,565 shares; 2024Q4: 222,315 shares; 2025Q1: 230,854 shares; 2025Q2: 239,982 shares; 2025Q3: 240,233 shares; 2025Q4: 158,626 shares 158,626 $33.6M 0.19% -81,607 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,796 shares; 2024Q4: 44,847 shares; 2025Q1: 48,127 shares; 2025Q2: 50,279 shares; 2025Q3: 52,714 shares; 2025Q4: 53,925 shares 53,925 $33.1M 0.18% +1,211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,392 shares; 2024Q4: 92,048 shares; 2025Q1: 90,513 shares; 2025Q2: 89,262 shares; 2025Q3: 72,225 shares; 2025Q4: 69,900 shares 69,900 $32.8M 0.18% -2,325 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,081 shares; 2024Q4: 562,814 shares; 2025Q1: 560,665 shares; 2025Q2: 560,263 shares; 2025Q3: 563,196 shares; 2025Q4: 566,444 shares 566,444 $32.7M 0.18% +3,248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,322 shares; 2024Q4: 77,418 shares; 2025Q1: 76,931 shares; 2025Q2: 77,792 shares; 2025Q3: 75,983 shares; 2025Q4: 82,093 shares 82,093 $32.5M 0.18% +6,110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,765 shares; 2024Q4: 486,154 shares; 2025Q1: 482,384 shares; 2025Q2: 476,854 shares; 2025Q3: 470,273 shares; 2025Q4: 465,319 shares 465,319 $32.5M 0.18% -4,954 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,199 shares; 2024Q4: 151,660 shares; 2025Q1: 150,493 shares; 2025Q2: 139,167 shares; 2025Q3: 134,215 shares; 2025Q4: 129,221 shares 129,221 $31.8M 0.18% -4,994 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 25,652 shares; 2025Q1: 23,659 shares; 2025Q2: 9,372 shares; 2025Q3: 10,093 shares; 2025Q4: 47,222 shares 47,222 $31.8M 0.18% +37,129 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,372,690 shares 1,372,690 $31.6M 0.17% +294,313 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,925 shares; 2024Q4: 342,393 shares; 2025Q1: 344,520 shares; 2025Q2: 321,721 shares; 2025Q3: 296,651 shares; 2025Q4: 292,415 shares 292,415 $31.3M 0.17% -4,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,901 shares; 2024Q4: 420,892 shares; 2025Q1: 405,238 shares; 2025Q2: 394,323 shares; 2025Q3: 411,926 shares; 2025Q4: 220,509 shares 220,509 $30.9M 0.17% -191,417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,900 shares; 2024Q4: 194,118 shares; 2025Q1: 191,186 shares; 2025Q2: 190,912 shares; 2025Q3: 192,608 shares; 2025Q4: 192,860 shares 192,860 $30.9M 0.17% +252 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,337 shares; 2024Q4: 325,551 shares; 2025Q1: 316,663 shares; 2025Q2: 312,061 shares; 2025Q3: 312,420 shares; 2025Q4: 311,351 shares 311,351 $30.2M 0.17% -1,069 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 858,840 shares; 2025Q1: 980,424 shares; 2025Q2: 987,208 shares; 2025Q3: 1,000,483 shares; 2025Q4: 849,937 shares 849,937 $30.2M 0.17% -150,546 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,607 shares 173,607 $29.6M 0.16% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 57,302 shares; 2025Q1: 56,745 shares; 2025Q2: 57,017 shares; 2025Q3: 56,933 shares; 2025Q4: 60,632 shares 60,632 $29.6M 0.16% +3,699 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,106 shares; 2024Q4: 171,496 shares; 2025Q1: 166,928 shares; 2025Q2: 157,480 shares; 2025Q3: 152,572 shares; 2025Q4: 147,081 shares 147,081 $29.4M 0.16% -5,491 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; 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; 2025Q4: 542,674 shares 542,674 $29.2M 0.16% -68,154 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,021 shares; 2024Q4: 112,674 shares; 2025Q1: 111,080 shares; 2025Q2: 111,205 shares; 2025Q3: 110,521 shares; 2025Q4: 110,534 shares 110,534 $28.4M 0.16% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 698,092 shares; 2025Q2: 870,747 shares; 2025Q3: 877,255 shares; 2025Q4: 882,508 shares 882,508 $28.3M 0.16% +5,253 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,633 shares; 2024Q4: 125,375 shares; 2025Q1: 109,339 shares; 2025Q2: 100,781 shares; 2025Q3: 93,653 shares; 2025Q4: 80,264 shares 80,264 $28.1M 0.16% -13,389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,217 shares; 2024Q4: 258,719 shares; 2025Q1: 251,846 shares; 2025Q2: 233,794 shares; 2025Q3: 233,041 shares; 2025Q4: 232,770 shares 232,770 $27.3M 0.15% -271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,985 shares; 2024Q4: 215,974 shares; 2025Q1: 245,494 shares; 2025Q2: 250,964 shares; 2025Q3: 293,635 shares; 2025Q4: 289,407 shares 289,407 $26.7M 0.15% -4,228 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 7,896 shares; 2025Q1: 7,894 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 7,735 shares 7,735 $26.2M 0.14% -222 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,906 shares; 2024Q4: 205,068 shares; 2025Q1: 200,850 shares; 2025Q2: 196,625 shares; 2025Q3: 219,920 shares; 2025Q4: 280,900 shares 280,900 $26.2M 0.14% +60,980 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,790 shares; 2024Q4: 21,811 shares; 2025Q1: 20,256 shares; 2025Q2: 301,358 shares; 2025Q3: 289,220 shares; 2025Q4: 282,917 shares 282,917 $25.8M 0.14% -6,303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,230 shares; 2024Q4: 783,230 shares; 2025Q1: 783,230 shares; 2025Q2: 783,230 shares; 2025Q3: 783,230 shares; 2025Q4: 783,230 shares 783,230 $25.4M 0.14% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 832,497 shares; 2025Q2: 850,464 shares; 2025Q3: 969,957 shares; 2025Q4: 819,388 shares 819,388 $25.4M 0.14% -150,569 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,228 shares; 2024Q4: 530,704 shares; 2025Q1: 571,751 shares; 2025Q2: 246,252 shares; 2025Q3: 218,922 shares; 2025Q4: 185,550 shares 185,550 $23.7M 0.13% -33,372 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,767 shares; 2024Q4: 152,155 shares; 2025Q1: 150,381 shares; 2025Q2: 141,159 shares; 2025Q3: 124,742 shares; 2025Q4: 116,490 shares 116,490 $23.6M 0.13% -8,252 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,092 shares; 2024Q4: 9,196 shares; 2025Q1: 7,602 shares; 2025Q2: 13,822 shares; 2025Q3: 13,849 shares; 2025Q4: 182,403 shares 182,403 $23.3M 0.13% +168,554 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,952 shares; 2024Q4: 661,907 shares; 2025Q1: 612,984 shares; 2025Q2: 565,052 shares; 2025Q3: 576,563 shares; 2025Q4: 563,191 shares 563,191 $22.9M 0.13% -13,372 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,099 shares; 2024Q4: 120,415 shares; 2025Q1: 124,317 shares; 2025Q2: 94,590 shares; 2025Q3: 77,130 shares; 2025Q4: 68,837 shares 68,837 $22.7M 0.13% -8,293 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,244 shares; 2024Q4: 221,135 shares; 2025Q1: 218,796 shares; 2025Q2: 200,205 shares; 2025Q3: 196,865 shares; 2025Q4: 193,965 shares 193,965 $22.6M 0.12% -2,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,418 shares; 2024Q4: 156,442 shares; 2025Q1: 156,954 shares; 2025Q2: 155,224 shares; 2025Q3: 156,073 shares; 2025Q4: 156,641 shares 156,641 $22.5M 0.12% +568 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,741 shares; 2024Q4: 125,379 shares; 2025Q1: 123,938 shares; 2025Q2: 104,130 shares; 2025Q3: 105,767 shares; 2025Q4: 104,809 shares 104,809 $22.4M 0.12% -958 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,047 shares; 2024Q4: 261,453 shares; 2025Q1: 274,387 shares; 2025Q2: 286,890 shares; 2025Q3: 166,990 shares; 2025Q4: 82,950 shares 82,950 $22M 0.12% -84,040 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,024 shares; 2024Q4: 63,178 shares; 2025Q1: 63,953 shares; 2025Q2: 59,714 shares; 2025Q3: 70,274 shares; 2025Q4: 65,043 shares 65,043 $21.9M 0.12% -5,231 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 741,032 shares 741,032 $21.5M 0.12% -503,345 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,790 shares; 2024Q4: 189,838 shares; 2025Q1: 182,961 shares; 2025Q2: 187,832 shares; 2025Q3: 93,526 shares; 2025Q4: 56,709 shares 56,709 $19.9M 0.11% -36,817 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,940 shares; 2024Q4: 110,113 shares; 2025Q1: 136,824 shares; 2025Q2: 141,829 shares; 2025Q3: 141,369 shares; 2025Q4: 129,217 shares 129,217 $19.8M 0.11% -12,152 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,279 shares; 2024Q4: 146,545 shares; 2025Q1: 120,434 shares; 2025Q2: 108,300 shares; 2025Q3: 111,165 shares; 2025Q4: 113,991 shares 113,991 $19.5M 0.11% +2,826 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,047 shares; 2024Q4: 62,384 shares; 2025Q1: 60,576 shares; 2025Q2: 61,414 shares; 2025Q3: 60,501 shares; 2025Q4: 231,824 shares 231,824 $18.7M 0.1% +171,323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,298 shares; 2024Q4: 40,710 shares; 2025Q1: 62,053 shares; 2025Q2: 51,800 shares; 2025Q3: 52,226 shares; 2025Q4: 47,719 shares 47,719 $18.6M 0.1% -4,507 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,761 shares; 2024Q4: 103,073 shares; 2025Q1: 100,808 shares; 2025Q2: 96,951 shares; 2025Q3: 90,234 shares; 2025Q4: 89,553 shares 89,553 $18.4M 0.1% -681 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,350 shares; 2024Q4: 38,421 shares; 2025Q1: 48,166 shares; 2025Q2: 43,810 shares; 2025Q3: 41,270 shares; 2025Q4: 168,601 shares 168,601 $18.1M 0.1% +127,331 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,154 shares; 2025Q1: 153,665 shares; 2025Q2: 154,871 shares; 2025Q3: 138,621 shares; 2025Q4: 137,846 shares 137,846 $18.1M 0.1% -775 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,855 shares; 2024Q4: 160,160 shares; 2025Q1: 159,232 shares; 2025Q2: 159,358 shares; 2025Q3: 182,376 shares; 2025Q4: 180,785 shares 180,785 $18.1M 0.1% -1,591 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,441 shares; 2024Q4: 178,549 shares; 2025Q1: 116,615 shares; 2025Q2: 78,461 shares; 2025Q3: 74,409 shares; 2025Q4: 63,680 shares 63,680 $17.8M 0.1% -10,729 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,426 shares; 2024Q4: 127,319 shares; 2025Q1: 120,939 shares; 2025Q2: 116,082 shares; 2025Q3: 113,584 shares; 2025Q4: 111,174 shares 111,174 $17.1M 0.09% -2,410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,626 shares; 2024Q4: 34,626 shares; 2025Q1: 34,614 shares; 2025Q2: 34,727 shares; 2025Q3: 34,727 shares; 2025Q4: 34,727 shares 34,727 $16.7M 0.09% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,713 shares; 2024Q4: 47,809 shares; 2025Q1: 47,840 shares; 2025Q2: 47,116 shares; 2025Q3: 50,780 shares; 2025Q4: 54,985 shares 54,985 $16.6M 0.09% +4,205 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 24,644 shares; 2025Q1: 25,479 shares; 2025Q2: 24,259 shares; 2025Q3: 24,597 shares; 2025Q4: 24,854 shares 24,854 $16.5M 0.09% +257 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,829 shares; 2024Q4: 86,701 shares; 2025Q1: 82,621 shares; 2025Q2: 80,613 shares; 2025Q3: 78,783 shares; 2025Q4: 79,576 shares 79,576 $16.2M 0.09% +793 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,571 shares; 2024Q4: 52,739 shares; 2025Q1: 51,938 shares; 2025Q2: 52,062 shares; 2025Q3: 52,436 shares; 2025Q4: 52,998 shares 52,998 $16.1M 0.09% +562 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,872 shares; 2024Q4: 26,690 shares; 2025Q1: 26,289 shares; 2025Q2: 26,454 shares; 2025Q3: 26,513 shares; 2025Q4: 26,616 shares 26,616 $16.1M 0.09% +103 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,712 shares; 2024Q4: 169,888 shares; 2025Q1: 172,823 shares; 2025Q2: 138,807 shares; 2025Q3: 125,660 shares; 2025Q4: 117,406 shares 117,406 $15.9M 0.09% -8,254 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,763 shares; 2024Q4: 49,353 shares; 2025Q1: 52,811 shares; 2025Q2: 49,716 shares; 2025Q3: 50,610 shares; 2025Q4: 51,470 shares 51,470 $15.9M 0.09% +860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 14,756 shares; 2025Q1: 15,655 shares; 2025Q2: 15,705 shares; 2025Q3: 73,964 shares; 2025Q4: 95,199 shares 95,199 $15.2M 0.08% +21,235 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,099 shares; 2024Q4: 140,021 shares; 2025Q1: 138,861 shares; 2025Q2: 135,242 shares; 2025Q3: 135,135 shares; 2025Q4: 136,029 shares 136,029 $15M 0.08% +894 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,570 shares; 2025Q1: 5,680 shares; 2025Q2: 5,700 shares; 2025Q3: 6,737 shares; 2025Q4: 12,122 shares 12,122 $14.7M 0.08% +5,385 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,972 shares; 2024Q4: 122,446 shares; 2025Q1: 127,890 shares; 2025Q2: 131,580 shares; 2025Q3: 137,379 shares; 2025Q4: 146,429 shares 146,429 $14.6M 0.08% +9,050 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,625 shares; 2024Q4: 411,646 shares; 2025Q1: 384,620 shares; 2025Q2: 351,774 shares; 2025Q3: 373,545 shares; 2025Q4: 272,936 shares 272,936 $14.6M 0.08% -100,609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,110 shares; 2024Q4: 259,624 shares; 2025Q1: 271,558 shares; 2025Q2: 269,861 shares; 2025Q3: 276,805 shares; 2025Q4: 301,134 shares 301,134 $14.5M 0.08% +24,329 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,714 shares; 2024Q4: 171,912 shares; 2025Q1: 175,484 shares; 2025Q2: 169,978 shares; 2025Q3: 161,746 shares; 2025Q4: 219,158 shares 219,158 $14.5M 0.08% +57,412 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,366 shares; 2024Q4: 60,984 shares; 2025Q1: 62,181 shares; 2025Q2: 63,904 shares; 2025Q3: 65,224 shares; 2025Q4: 75,424 shares 75,424 $14.4M 0.08% +10,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,760 shares; 2024Q4: 39,217 shares; 2025Q1: 45,980 shares; 2025Q2: 48,305 shares; 2025Q3: 50,238 shares; 2025Q4: 49,315 shares 49,315 $14.3M 0.08% -923 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,455 shares; 2024Q4: 54,360 shares; 2025Q1: 69,401 shares; 2025Q2: 75,259 shares; 2025Q3: 71,689 shares; 2025Q4: 68,949 shares 68,949 $14.2M 0.08% -2,740 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,255 shares; 2024Q4: 22,346 shares; 2025Q1: 25,246 shares; 2025Q2: 28,902 shares; 2025Q3: 33,107 shares; 2025Q4: 39,638 shares 39,638 $14M 0.08% +6,531 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,989 shares; 2024Q4: 155,310 shares; 2025Q1: 161,758 shares; 2025Q2: 161,683 shares; 2025Q3: 163,178 shares; 2025Q4: 159,748 shares 159,748 $13.9M 0.08% -3,430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,902 shares; 2024Q4: 163,743 shares; 2025Q1: 169,273 shares; 2025Q2: 171,989 shares; 2025Q3: 172,050 shares; 2025Q4: 170,899 shares 170,899 $13.9M 0.08% -1,151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,470 shares; 2024Q4: 169,561 shares; 2025Q1: 166,089 shares; 2025Q2: 158,312 shares; 2025Q3: 153,282 shares; 2025Q4: 156,747 shares 156,747 $13.9M 0.08% +3,465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,062 shares; 2024Q4: 47,912 shares; 2025Q1: 47,531 shares; 2025Q2: 47,037 shares; 2025Q3: 47,723 shares; 2025Q4: 49,451 shares 49,451 $13.8M 0.08% +1,728 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,401 shares; 2024Q4: 55,671 shares; 2025Q1: 55,183 shares; 2025Q2: 53,127 shares; 2025Q3: 52,734 shares; 2025Q4: 52,862 shares 52,862 $13.7M 0.08% +128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,493 shares; 2024Q4: 414,942 shares; 2025Q1: 397,750 shares; 2025Q2: 238,240 shares; 2025Q3: 253,575 shares; 2025Q4: 265,365 shares 265,365 $13.5M 0.07% +11,790 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,512 shares; 2024Q4: 299,649 shares; 2025Q1: 295,505 shares; 2025Q2: 278,939 shares; 2025Q3: 267,039 shares; 2025Q4: 249,683 shares 249,683 $13.5M 0.07% -17,356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,653 shares; 2024Q4: 283,723 shares; 2025Q1: 283,723 shares; 2025Q2: 283,723 shares; 2025Q3: 283,723 shares; 2025Q4: 283,723 shares 283,723 $13.1M 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,446 shares; 2024Q4: 26,988 shares; 2025Q1: 26,292 shares; 2025Q2: 25,609 shares; 2025Q3: 25,620 shares; 2025Q4: 24,960 shares 24,960 $13M 0.07% -660 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,558 shares; 2024Q4: 241,021 shares; 2025Q1: 195,959 shares; 2025Q2: 174,166 shares; 2025Q3: 179,079 shares; 2025Q4: 174,588 shares 174,588 $12.9M 0.07% -4,491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231,375 shares; 2025Q2: 468,575 shares; 2025Q3: 468,575 shares; 2025Q4: 468,575 shares 468,575 $12.6M 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,177 shares; 2024Q4: 105,928 shares; 2025Q1: 101,328 shares; 2025Q2: 91,818 shares; 2025Q3: 64,398 shares; 2025Q4: 64,684 shares 64,684 $12.6M 0.07% +286 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,105 shares; 2024Q4: 143,555 shares; 2025Q1: 145,984 shares; 2025Q2: 133,863 shares; 2025Q3: 138,008 shares; 2025Q4: 130,449 shares 130,449 $12.5M 0.07% -7,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,916 shares; 2024Q4: 49,016 shares; 2025Q1: 48,474 shares; 2025Q2: 46,558 shares; 2025Q3: 48,468 shares; 2025Q4: 46,615 shares 46,615 $12.5M 0.07% -1,853 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 28,540 shares; 2025Q1: 18,540 shares; 2025Q2: 18,540 shares; 2025Q3: 18,540 shares; 2025Q4: 62,957 shares 62,957 $12.3M 0.07% +44,417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,367 shares; 2024Q4: 150,278 shares; 2025Q1: 150,094 shares; 2025Q2: 156,060 shares; 2025Q3: 157,163 shares; 2025Q4: 161,276 shares 161,276 $11.9M 0.07% +4,113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,340 shares; 2024Q4: 95,797 shares; 2025Q1: 87,781 shares; 2025Q2: 84,898 shares; 2025Q3: 83,854 shares; 2025Q4: 77,645 shares 77,645 $11.7M 0.06% -6,209 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,918 shares; 2024Q4: 60,915 shares; 2025Q1: 51,477 shares; 2025Q2: 55,278 shares; 2025Q3: 55,152 shares; 2025Q4: 53,784 shares 53,784 $11.7M 0.06% -1,368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,111 shares; 2024Q4: 44,646 shares; 2025Q1: 53,809 shares; 2025Q2: 54,536 shares; 2025Q3: 54,816 shares; 2025Q4: 51,549 shares 51,549 $11.5M 0.06% -3,267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,983 shares; 2024Q4: 168,242 shares; 2025Q1: 160,519 shares; 2025Q2: 160,364 shares; 2025Q3: 156,683 shares; 2025Q4: 153,740 shares 153,740 $11.4M 0.06% -2,943 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $11.3M 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,490 shares; 2025Q1: 68,161 shares; 2025Q2: 64,288 shares; 2025Q3: 65,899 shares; 2025Q4: 65,467 shares 65,467 $11.2M 0.06% -432 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,104 shares; 2024Q4: 540,322 shares; 2025Q1: 533,738 shares; 2025Q2: 578,949 shares; 2025Q3: 535,808 shares; 2025Q4: 166,274 shares 166,274 $11.2M 0.06% -369,534 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,735 shares; 2024Q4: 334,306 shares; 2025Q1: 138,923 shares; 2025Q2: 125,936 shares; 2025Q3: 121,611 shares; 2025Q4: 118,014 shares 118,014 $11M 0.06% -3,597 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,543 shares; 2024Q4: 35,986 shares; 2025Q1: 35,921 shares; 2025Q2: 35,330 shares; 2025Q3: 40,426 shares; 2025Q4: 39,870 shares 39,870 $11M 0.06% -556 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,518 shares; 2024Q4: 50,630 shares; 2025Q1: 49,671 shares; 2025Q2: 42,516 shares; 2025Q3: 42,754 shares; 2025Q4: 42,364 shares 42,364 $10.9M 0.06% -390 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,290 shares; 2025Q4: 141,290 shares 141,290 $10.8M 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,904 shares; 2024Q4: 41,044 shares; 2025Q1: 40,688 shares; 2025Q2: 43,528 shares; 2025Q3: 43,967 shares; 2025Q4: 37,614 shares 37,614 $10.8M 0.06% -6,353 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,111 shares; 2024Q4: 197,387 shares; 2025Q1: 195,052 shares; 2025Q2: 195,063 shares; 2025Q3: 194,346 shares; 2025Q4: 194,234 shares 194,234 $10.6M 0.06% -112 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,335 shares; 2024Q4: 38,104 shares; 2025Q1: 37,033 shares; 2025Q2: 36,598 shares; 2025Q3: 35,693 shares; 2025Q4: 36,620 shares 36,620 $10.6M 0.06% +927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,417 shares; 2024Q4: 52,589 shares; 2025Q1: 48,218 shares; 2025Q2: 36,053 shares; 2025Q3: 36,797 shares; 2025Q4: 37,010 shares 37,010 $10.6M 0.06% +213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,731 shares; 2024Q4: 71,898 shares; 2025Q1: 68,023 shares; 2025Q2: 50,838 shares; 2025Q3: 48,922 shares; 2025Q4: 46,115 shares 46,115 $10.4M 0.06% -2,807 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,990 shares; 2024Q4: 54,827 shares; 2025Q1: 54,017 shares; 2025Q2: 53,793 shares; 2025Q3: 53,782 shares; 2025Q4: 53,203 shares 53,203 $10.4M 0.06% -579 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,769 shares; 2024Q4: 106,363 shares; 2025Q1: 111,236 shares; 2025Q2: 104,797 shares; 2025Q3: 104,733 shares; 2025Q4: 107,801 shares 107,801 $10.4M 0.06% +3,068 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,555 shares; 2024Q4: 85,595 shares; 2025Q1: 125,645 shares; 2025Q2: 126,060 shares; 2025Q3: 126,060 shares; 2025Q4: 126,060 shares 126,060 $10.4M 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,487 shares; 2024Q4: 145,366 shares; 2025Q1: 143,746 shares; 2025Q2: 139,765 shares; 2025Q3: 137,167 shares; 2025Q4: 129,488 shares 129,488 $10.2M 0.06% -7,679 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,748 shares; 2024Q4: 43,748 shares; 2025Q1: 36,995 shares; 2025Q2: 41,235 shares; 2025Q3: 140,348 shares; 2025Q4: 138,425 shares 138,425 $9.88M 0.05% -1,923 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,189 shares; 2024Q4: 95,823 shares; 2025Q1: 92,568 shares; 2025Q2: 90,230 shares; 2025Q3: 89,357 shares; 2025Q4: 87,502 shares 87,502 $9.82M 0.05% -1,855 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,556 shares; 2024Q4: 21,051 shares; 2025Q1: 21,287 shares; 2025Q2: 21,421 shares; 2025Q3: 21,062 shares; 2025Q4: 19,982 shares 19,982 $9.8M 0.05% -1,080 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 19,631 shares; 2025Q1: 19,770 shares; 2025Q2: 19,139 shares; 2025Q3: 19,165 shares; 2025Q4: 17,013 shares 17,013 $9.76M 0.05% -2,152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,574 shares; 2024Q4: 59,400 shares; 2025Q1: 58,473 shares; 2025Q2: 56,665 shares; 2025Q3: 54,878 shares; 2025Q4: 54,515 shares 54,515 $9.67M 0.05% -363 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,373 shares; 2024Q4: 61,553 shares; 2025Q1: 61,661 shares; 2025Q2: 60,032 shares; 2025Q3: 59,491 shares; 2025Q4: 59,874 shares 59,874 $9.59M 0.05% +383 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,797 shares; 2024Q4: 87,894 shares; 2025Q1: 88,526 shares; 2025Q2: 85,722 shares; 2025Q3: 138,853 shares; 2025Q4: 114,013 shares 114,013 $9.56M 0.05% -24,840 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,314 shares; 2024Q4: 66,084 shares; 2025Q1: 63,973 shares; 2025Q2: 62,586 shares; 2025Q3: 64,960 shares; 2025Q4: 64,970 shares 64,970 $9.36M 0.05% +10 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,865 shares; 2024Q4: 51,954 shares; 2025Q1: 58,348 shares; 2025Q2: 57,468 shares; 2025Q3: 57,741 shares; 2025Q4: 58,116 shares 58,116 $9.35M 0.05% +375 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,511 shares; 2024Q4: 67,749 shares; 2025Q1: 154,957 shares; 2025Q2: 185,673 shares; 2025Q3: 189,545 shares; 2025Q4: 155,609 shares 155,609 $9.35M 0.05% -33,936 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,494 shares; 2024Q4: 73,195 shares; 2025Q1: 71,877 shares; 2025Q2: 77,923 shares; 2025Q3: 80,163 shares; 2025Q4: 76,022 shares 76,022 $9.33M 0.05% -4,141 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 20,096 shares; 2025Q1: 20,221 shares; 2025Q2: 19,580 shares; 2025Q3: 20,491 shares; 2025Q4: 21,598 shares 21,598 $9.21M 0.05% +1,107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,708 shares; 2024Q4: 216,451 shares; 2025Q1: 337,409 shares; 2025Q2: 367,860 shares; 2025Q3: 333,272 shares; 2025Q4: 305,533 shares 305,533 $9.13M 0.05% -27,739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,818 shares; 2024Q4: 159,902 shares; 2025Q1: 127,689 shares; 2025Q2: 118,824 shares; 2025Q3: 113,740 shares; 2025Q4: 110,794 shares 110,794 $9.08M 0.05% -2,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,179 shares; 2024Q4: 59,604 shares; 2025Q1: 55,287 shares; 2025Q2: 49,518 shares; 2025Q3: 48,962 shares; 2025Q4: 49,309 shares 49,309 $9.07M 0.05% +347 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 15,610 shares; 2025Q1: 15,713 shares; 2025Q2: 15,117 shares; 2025Q3: 15,759 shares; 2025Q4: 15,952 shares 15,952 $9.03M 0.05% +193 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,883 shares; 2024Q4: 131,174 shares; 2025Q1: 124,812 shares; 2025Q2: 123,175 shares; 2025Q3: 121,250 shares; 2025Q4: 106,576 shares 106,576 $8.97M 0.05% -14,674 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,320 shares; 2024Q4: 57,521 shares; 2025Q1: 61,099 shares; 2025Q2: 58,282 shares; 2025Q3: 57,714 shares; 2025Q4: 42,870 shares 42,870 $8.95M 0.05% -14,844 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,925 shares; 2024Q4: 52,853 shares; 2025Q1: 51,337 shares; 2025Q2: 37,865 shares; 2025Q3: 42,484 shares; 2025Q4: 42,736 shares 42,736 $8.9M 0.05% +252 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,642 shares; 2024Q4: 181,020 shares; 2025Q1: 193,143 shares; 2025Q2: 182,675 shares; 2025Q3: 185,384 shares; 2025Q4: 184,671 shares 184,671 $8.83M 0.05% -713 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,902 shares; 2024Q4: 32,676 shares; 2025Q1: 32,901 shares; 2025Q2: 33,136 shares; 2025Q3: 33,304 shares; 2025Q4: 33,556 shares 33,556 $8.81M 0.05% +252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,007 shares; 2024Q4: 40,587 shares; 2025Q1: 40,072 shares; 2025Q2: 37,517 shares; 2025Q3: 29,372 shares; 2025Q4: 29,250 shares 29,250 $8.78M 0.05% -122 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,369 shares; 2024Q4: 18,006 shares; 2025Q1: 17,790 shares; 2025Q2: 18,005 shares; 2025Q3: 17,563 shares; 2025Q4: 17,028 shares 17,028 $8.69M 0.05% -535 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,139 shares; 2024Q4: 101,507 shares; 2025Q1: 107,672 shares; 2025Q2: 127,852 shares; 2025Q3: 112,256 shares; 2025Q4: 118,029 shares 118,029 $8.68M 0.05% +5,773 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,238 shares; 2024Q4: 98,139 shares; 2025Q1: 97,463 shares; 2025Q2: 99,923 shares; 2025Q3: 102,545 shares; 2025Q4: 85,925 shares 85,925 $8.67M 0.05% -16,620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 11,690 shares; 2025Q1: 12,523 shares; 2025Q2: 16,751 shares; 2025Q3: 18,161 shares; 2025Q4: 15,414 shares 15,414 $8.52M 0.05% -2,747 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,634 shares; 2024Q4: 79,858 shares; 2025Q1: 108,365 shares; 2025Q2: 97,499 shares; 2025Q3: 102,786 shares; 2025Q4: 114,357 shares 114,357 $8.47M 0.05% +11,571 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,695 shares; 2024Q4: 42,338 shares; 2025Q1: 36,899 shares; 2025Q2: 32,603 shares; 2025Q3: 35,540 shares; 2025Q4: 33,776 shares 33,776 $8.34M 0.05% -1,764 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,570 shares; 2024Q4: 79,084 shares; 2025Q1: 77,438 shares; 2025Q2: 79,514 shares; 2025Q3: 78,561 shares; 2025Q4: 78,928 shares 78,928 $8.32M 0.05% +367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,350 shares; 2024Q4: 56,751 shares; 2025Q1: 50,735 shares; 2025Q2: 54,207 shares; 2025Q3: 52,508 shares; 2025Q4: 45,050 shares 45,050 $8.31M 0.05% -7,458 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,944 shares; 2024Q4: 115,798 shares; 2025Q1: 114,469 shares; 2025Q2: 107,521 shares; 2025Q3: 108,946 shares; 2025Q4: 104,239 shares 104,239 $8.23M 0.05% -4,707 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 27,784 shares; 2025Q1: 30,206 shares; 2025Q2: 47,079 shares; 2025Q3: 45,509 shares; 2025Q4: 39,109 shares 39,109 $8.17M 0.05% -6,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,791 shares; 2024Q4: 320,056 shares; 2025Q1: 256,432 shares; 2025Q2: 222,886 shares; 2025Q3: 208,447 shares; 2025Q4: 197,221 shares 197,221 $8.06M 0.04% -11,226 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,206 shares; 2024Q4: 51,719 shares; 2025Q1: 54,723 shares; 2025Q2: 51,743 shares; 2025Q3: 51,868 shares; 2025Q4: 65,813 shares 65,813 $7.91M 0.04% +13,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,983 shares; 2024Q4: 85,733 shares; 2025Q1: 80,650 shares; 2025Q2: 79,632 shares; 2025Q3: 80,146 shares; 2025Q4: 79,537 shares 79,537 $7.88M 0.04% -609 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,208 shares; 2024Q4: 33,992 shares; 2025Q1: 33,993 shares; 2025Q2: 34,079 shares; 2025Q3: 34,404 shares; 2025Q4: 34,386 shares 34,386 $7.83M 0.04% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,334 shares; 2024Q4: 149,239 shares; 2025Q1: 162,775 shares; 2025Q2: 106,004 shares; 2025Q3: 107,513 shares; 2025Q4: 98,747 shares 98,747 $7.78M 0.04% -8,766 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,432 shares; 2024Q4: 48,491 shares; 2025Q1: 47,385 shares; 2025Q2: 42,234 shares; 2025Q3: 41,242 shares; 2025Q4: 41,295 shares 41,295 $7.77M 0.04% +53 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,681 shares; 2024Q4: 27,586 shares; 2025Q1: 25,467 shares; 2025Q2: 26,699 shares; 2025Q3: 28,598 shares; 2025Q4: 25,783 shares 25,783 $7.76M 0.04% -2,815 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,521 shares; 2024Q4: 66,835 shares; 2025Q1: 67,026 shares; 2025Q2: 66,725 shares; 2025Q3: 62,248 shares; 2025Q4: 59,834 shares 59,834 $7.72M 0.04% -2,414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,137 shares; 2024Q4: 29,140 shares; 2025Q1: 28,588 shares; 2025Q2: 41,374 shares; 2025Q3: 42,847 shares; 2025Q4: 37,097 shares 37,097 $7.62M 0.04% -5,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 159,213 shares; 2025Q1: 154,136 shares; 2025Q2: 161,769 shares; 2025Q3: 164,880 shares; 2025Q4: 151,706 shares 151,706 $7.59M 0.04% -13,174 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,210 shares; 2024Q4: 61,935 shares; 2025Q1: 62,992 shares; 2025Q2: 66,697 shares; 2025Q3: 64,798 shares; 2025Q4: 65,211 shares 65,211 $7.43M 0.04% +413 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,387 shares; 2024Q4: 93,110 shares; 2025Q1: 89,854 shares; 2025Q2: 89,237 shares; 2025Q3: 69,525 shares; 2025Q4: 58,309 shares 58,309 $7.34M 0.04% -11,216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,108 shares; 2024Q4: 27,551 shares; 2025Q1: 26,413 shares; 2025Q2: 26,188 shares; 2025Q3: 25,665 shares; 2025Q4: 26,955 shares 26,955 $7.31M 0.04% +1,290 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,142 shares; 2024Q4: 77,289 shares; 2025Q1: 76,341 shares; 2025Q2: 71,237 shares; 2025Q3: 73,668 shares; 2025Q4: 72,291 shares 72,291 $7.22M 0.04% -1,377 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 11,510 shares; 2025Q1: 12,300 shares; 2025Q2: 10,423 shares; 2025Q3: 10,510 shares; 2025Q4: 11,003 shares 11,003 $7.19M 0.04% +493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,710 shares; 2024Q4: 146,336 shares; 2025Q1: 142,214 shares; 2025Q2: 138,816 shares; 2025Q3: 136,711 shares; 2025Q4: 134,580 shares 134,580 $7.11M 0.04% -2,131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,350 shares; 2024Q4: 149,145 shares; 2025Q1: 151,295 shares; 2025Q2: 149,872 shares; 2025Q3: 150,142 shares; 2025Q4: 150,502 shares 150,502 $7.08M 0.04% +360 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,705 shares; 2024Q4: 86,374 shares; 2025Q1: 81,484 shares; 2025Q2: 83,385 shares; 2025Q3: 84,048 shares; 2025Q4: 80,595 shares 80,595 $7.06M 0.04% -3,453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,240 shares; 2024Q4: 62,696 shares; 2025Q1: 59,000 shares; 2025Q2: 40,298 shares; 2025Q3: 40,094 shares; 2025Q4: 36,058 shares 36,058 $7M 0.04% -4,036 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,354 shares; 2024Q4: 51,397 shares; 2025Q1: 52,305 shares; 2025Q2: 50,386 shares; 2025Q3: 50,234 shares; 2025Q4: 55,583 shares 55,583 $6.85M 0.04% +5,349 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,319 shares; 2024Q4: 89,439 shares; 2025Q1: 85,472 shares; 2025Q2: 75,227 shares; 2025Q3: 73,399 shares; 2025Q4: 69,748 shares 69,748 $6.82M 0.04% -3,651 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,799 shares; 2024Q4: 153,422 shares; 2025Q1: 136,168 shares; 2025Q2: 127,667 shares; 2025Q3: 131,612 shares; 2025Q4: 113,145 shares 113,145 $6.79M 0.04% -18,467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,506 shares; 2024Q4: 23,182 shares; 2025Q1: 23,341 shares; 2025Q2: 21,033 shares; 2025Q3: 20,106 shares; 2025Q4: 21,671 shares 21,671 $6.77M 0.04% +1,565 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,971 shares; 2024Q4: 22,867 shares; 2025Q1: 24,993 shares; 2025Q2: 22,125 shares; 2025Q3: 22,182 shares; 2025Q4: 23,272 shares 23,272 $6.75M 0.04% +1,090 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,365 shares; 2024Q4: 134,463 shares; 2025Q1: 132,194 shares; 2025Q2: 113,073 shares; 2025Q3: 113,985 shares; 2025Q4: 115,139 shares 115,139 $6.75M 0.04% +1,154 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,038 shares; 2024Q4: 197,303 shares; 2025Q1: 187,837 shares; 2025Q2: 186,221 shares; 2025Q3: 189,066 shares; 2025Q4: 185,694 shares 185,694 $6.73M 0.04% -3,372 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 8,028 shares; 2025Q1: 17,735 shares; 2025Q2: 34,890 shares; 2025Q3: 33,188 shares; 2025Q4: 34,018 shares 34,018 $6.52M 0.04% +830 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 19,265 shares; 2025Q1: 19,855 shares; 2025Q2: 18,888 shares; 2025Q3: 18,798 shares; 2025Q4: 18,434 shares 18,434 $6.5M 0.04% -364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,991 shares; 2024Q4: 61,596 shares; 2025Q1: 59,550 shares; 2025Q2: 64,642 shares; 2025Q3: 67,564 shares; 2025Q4: 67,902 shares 67,902 $6.47M 0.04% +338 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,995 shares; 2024Q4: 49,223 shares; 2025Q1: 47,512 shares; 2025Q2: 47,402 shares; 2025Q3: 47,221 shares; 2025Q4: 47,277 shares 47,277 $6.46M 0.04% +56 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,929 shares; 2024Q4: 15,269 shares; 2025Q1: 16,725 shares; 2025Q2: 15,601 shares; 2025Q3: 18,111 shares; 2025Q4: 20,534 shares 20,534 $6.35M 0.04% +2,423 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,507 shares; 2024Q4: 22,597 shares; 2025Q1: 19,692 shares; 2025Q2: 21,856 shares; 2025Q3: 21,745 shares; 2025Q4: 18,729 shares 18,729 $6.33M 0.03% -3,016 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,785 shares; 2024Q4: 89,147 shares; 2025Q1: 91,487 shares; 2025Q2: 84,750 shares; 2025Q3: 80,696 shares; 2025Q4: 70,219 shares 70,219 $6.31M 0.03% -10,477 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,942 shares; 2024Q4: 23,980 shares; 2025Q1: 23,668 shares; 2025Q2: 23,649 shares; 2025Q3: 23,777 shares; 2025Q4: 43,859 shares 43,859 $6.29M 0.03% +20,082 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,735 shares; 2024Q4: 20,323 shares; 2025Q1: 20,387 shares; 2025Q2: 20,509 shares; 2025Q3: 19,332 shares; 2025Q4: 19,343 shares 19,343 $6.27M 0.03% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,805 shares; 2024Q4: 86,100 shares; 2025Q1: 63,674 shares; 2025Q2: 56,267 shares; 2025Q3: 37,861 shares; 2025Q4: 30,554 shares 30,554 $6.2M 0.03% -7,307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,491 shares; 2025Q1: 12,326 shares; 2025Q2: 13,766 shares; 2025Q3: 14,741 shares; 2025Q4: 13,424 shares 13,424 $6.09M 0.03% -1,317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,281 shares; 2024Q4: 150,323 shares; 2025Q1: 148,380 shares; 2025Q2: 137,297 shares; 2025Q3: 137,297 shares; 2025Q4: 137,297 shares 137,297 $6.09M 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,506 shares; 2024Q4: 175,062 shares; 2025Q1: 170,338 shares; 2025Q2: 222,293 shares; 2025Q3: 252,426 shares; 2025Q4: 247,632 shares 247,632 $6.03M 0.03% -4,794 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,236 shares; 2024Q4: 69,151 shares; 2025Q1: 47,894 shares; 2025Q2: 39,352 shares; 2025Q3: 63,648 shares; 2025Q4: 56,132 shares 56,132 $6.01M 0.03% -7,516 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,752 shares; 2024Q4: 20,605 shares; 2025Q1: 20,739 shares; 2025Q2: 19,593 shares; 2025Q3: 19,997 shares; 2025Q4: 37,011 shares 37,011 $6M 0.03% +17,014 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,553 shares; 2024Q4: 55,342 shares; 2025Q1: 53,588 shares; 2025Q2: 49,632 shares; 2025Q3: 48,270 shares; 2025Q4: 46,315 shares 46,315 $5.98M 0.03% -1,955 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,065 shares; 2024Q4: 104,185 shares; 2025Q1: 203,052 shares; 2025Q2: 242,355 shares; 2025Q3: 241,176 shares; 2025Q4: 214,789 shares 214,789 $5.97M 0.03% -26,387 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,636 shares; 2025Q1: 6,373 shares; 2025Q2: 6,422 shares; 2025Q3: 5,946 shares; 2025Q4: 5,886 shares 5,886 $5.94M 0.03% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,895 shares; 2024Q4: 75,167 shares; 2025Q1: 73,527 shares; 2025Q2: 69,600 shares; 2025Q3: 65,467 shares; 2025Q4: 131,927 shares 131,927 $5.9M 0.03% +66,460 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,925 shares; 2024Q4: 18,383 shares; 2025Q1: 17,721 shares; 2025Q2: 17,411 shares; 2025Q3: 19,040 shares; 2025Q4: 19,516 shares 19,516 $5.9M 0.03% +476 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,769 shares; 2024Q4: 10,733 shares; 2025Q1: 9,859 shares; 2025Q2: 9,529 shares; 2025Q3: 9,867 shares; 2025Q4: 10,145 shares 10,145 $5.89M 0.03% +278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,879 shares; 2024Q4: 23,717 shares; 2025Q1: 23,390 shares; 2025Q2: 22,890 shares; 2025Q3: 18,650 shares; 2025Q4: 18,595 shares 18,595 $5.85M 0.03% -55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,035 shares; 2024Q4: 22,037 shares; 2025Q1: 22,045 shares; 2025Q2: 22,338 shares; 2025Q3: 22,357 shares; 2025Q4: 22,611 shares 22,611 $5.83M 0.03% +254 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,213 shares; 2024Q4: 20,820 shares; 2025Q1: 19,687 shares; 2025Q2: 19,472 shares; 2025Q3: 20,689 shares; 2025Q4: 19,785 shares 19,785 $5.81M 0.03% -904 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,588 shares; 2024Q4: 95,407 shares; 2025Q1: 90,270 shares; 2025Q2: 98,126 shares; 2025Q3: 98,874 shares; 2025Q4: 105,704 shares 105,704 $5.79M 0.03% +6,830 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,213 shares; 2024Q4: 128,328 shares; 2025Q1: 129,542 shares; 2025Q2: 136,801 shares; 2025Q3: 147,726 shares; 2025Q4: 131,163 shares 131,163 $5.68M 0.03% -16,563 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,398 shares; 2024Q4: 21,017 shares; 2025Q1: 20,941 shares; 2025Q2: 22,134 shares; 2025Q3: 21,472 shares; 2025Q4: 19,487 shares 19,487 $5.63M 0.03% -1,985 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,130 shares; 2024Q4: 44,510 shares; 2025Q1: 42,377 shares; 2025Q2: 39,363 shares; 2025Q3: 35,560 shares; 2025Q4: 35,801 shares 35,801 $5.54M 0.03% +241 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,888 shares; 2025Q1: 6,920 shares; 2025Q2: 9,735 shares; 2025Q3: 10,060 shares; 2025Q4: 24,034 shares 24,034 $5.48M 0.03% +13,974 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,995 shares; 2024Q4: 29,892 shares; 2025Q1: 30,923 shares; 2025Q2: 29,695 shares; 2025Q3: 29,728 shares; 2025Q4: 46,910 shares 46,910 $5.45M 0.03% +17,182 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,796 shares; 2024Q4: 35,270 shares; 2025Q1: 30,128 shares; 2025Q2: 32,511 shares; 2025Q3: 32,345 shares; 2025Q4: 26,281 shares 26,281 $5.39M 0.03% -6,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,342 shares; 2024Q4: 39,777 shares; 2025Q1: 51,996 shares; 2025Q2: 56,169 shares; 2025Q3: 59,483 shares; 2025Q4: 64,054 shares 64,054 $5.36M 0.03% +4,571 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,743 shares; 2024Q4: 93,322 shares; 2025Q1: 94,634 shares; 2025Q2: 97,237 shares; 2025Q3: 95,459 shares; 2025Q4: 90,247 shares 90,247 $5.29M 0.03% -5,212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,236 shares; 2024Q4: 85,226 shares; 2025Q1: 85,698 shares; 2025Q2: 85,700 shares; 2025Q3: 85,289 shares; 2025Q4: 85,250 shares 85,250 $5.28M 0.03% -39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,580 shares; 2024Q4: 12,388 shares; 2025Q1: 5,673 shares; 2025Q2: 5,760 shares; 2025Q3: 5,628 shares; 2025Q4: 7,806 shares 7,806 $5.28M 0.03% +2,178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,990 shares; 2024Q4: 23,389 shares; 2025Q1: 23,121 shares; 2025Q2: 23,178 shares; 2025Q3: 23,545 shares; 2025Q4: 24,919 shares 24,919 $5.28M 0.03% +1,374 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,737 shares; 2024Q4: 35,052 shares; 2025Q1: 37,523 shares; 2025Q2: 36,713 shares; 2025Q3: 35,637 shares; 2025Q4: 32,381 shares 32,381 $5.27M 0.03% -3,256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 18,816 shares; 2025Q1: 15,632 shares; 2025Q2: 15,156 shares; 2025Q3: 14,946 shares; 2025Q4: 14,678 shares 14,678 $5.24M 0.03% -268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,082 shares; 2024Q4: 122,032 shares; 2025Q1: 48,439 shares; 2025Q2: 47,447 shares; 2025Q3: 41,553 shares; 2025Q4: 36,508 shares 36,508 $5.23M 0.03% -5,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,592 shares; 2024Q4: 8,603 shares; 2025Q1: 8,603 shares; 2025Q2: 8,456 shares; 2025Q3: 8,348 shares; 2025Q4: 6,878 shares 6,878 $5.18M 0.03% -1,470 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,644 shares; 2024Q4: 65,549 shares; 2025Q1: 63,035 shares; 2025Q2: 61,777 shares; 2025Q3: 60,256 shares; 2025Q4: 59,241 shares 59,241 $5.17M 0.03% -1,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,212 shares; 2024Q4: 24,006 shares; 2025Q1: 23,779 shares; 2025Q2: 23,560 shares; 2025Q3: 22,918 shares; 2025Q4: 19,827 shares 19,827 $5.13M 0.03% -3,091 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,079 shares; 2024Q4: 29,100 shares; 2025Q1: 28,281 shares; 2025Q2: 27,990 shares; 2025Q3: 27,731 shares; 2025Q4: 27,531 shares 27,531 $5.02M 0.03% -200 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,382 shares; 2024Q4: 60,794 shares; 2025Q1: 57,964 shares; 2025Q2: 58,040 shares; 2025Q3: 58,226 shares; 2025Q4: 56,599 shares 56,599 $5M 0.03% -1,627 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 10,273 shares; 2025Q1: 10,293 shares; 2025Q2: 28,847 shares; 2025Q3: 28,926 shares; 2025Q4: 25,100 shares 25,100 $4.95M 0.03% -3,826 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,302 shares; 2024Q4: 149,388 shares; 2025Q1: 128,329 shares; 2025Q2: 122,650 shares; 2025Q3: 117,881 shares; 2025Q4: 106,410 shares 106,410 $4.95M 0.03% -11,471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,327 shares; 2024Q4: 162,817 shares; 2025Q1: 95,059 shares; 2025Q2: 75,263 shares; 2025Q3: 71,926 shares; 2025Q4: 77,422 shares 77,422 $4.93M 0.03% +5,496 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 6,804 shares; 2025Q1: 6,778 shares; 2025Q2: 6,153 shares; 2025Q3: 6,210 shares; 2025Q4: 6,270 shares 6,270 $4.84M 0.03% +60 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,678 shares; 2024Q4: 38,064 shares; 2025Q1: 44,740 shares; 2025Q2: 46,787 shares; 2025Q3: 47,577 shares; 2025Q4: 50,017 shares 50,017 $4.81M 0.03% +2,440 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,537 shares; 2024Q4: 16,694 shares; 2025Q1: 16,763 shares; 2025Q2: 16,259 shares; 2025Q3: 16,218 shares; 2025Q4: 16,222 shares 16,222 $4.8M 0.03% +4 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 10,103 shares; 2025Q1: 10,209 shares; 2025Q2: 8,296 shares; 2025Q3: 13,218 shares; 2025Q4: 10,152 shares 10,152 $4.77M 0.03% -3,066 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,513 shares; 2024Q4: 49,726 shares; 2025Q1: 50,088 shares; 2025Q2: 60,781 shares; 2025Q3: 64,903 shares; 2025Q4: 65,233 shares 65,233 $4.74M 0.03% +330 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 21,690 shares; 2025Q1: 20,790 shares; 2025Q2: 21,117 shares; 2025Q3: 21,097 shares; 2025Q4: 21,337 shares 21,337 $4.69M 0.03% +240 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,525 shares; 2024Q4: 54,138 shares; 2025Q1: 53,900 shares; 2025Q2: 53,712 shares; 2025Q3: 53,673 shares; 2025Q4: 53,734 shares 53,734 $4.68M 0.03% +61 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,285 shares; 2024Q4: 74,297 shares; 2025Q1: 72,785 shares; 2025Q2: 137,785 shares; 2025Q3: 134,028 shares; 2025Q4: 115,822 shares 115,822 $4.65M 0.03% -18,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,876 shares; 2024Q4: 72,043 shares; 2025Q1: 67,774 shares; 2025Q2: 77,447 shares; 2025Q3: 77,180 shares; 2025Q4: 61,536 shares 61,536 $4.57M 0.03% -15,644 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 4,377 shares; 2025Q1: 4,446 shares; 2025Q2: 4,533 shares; 2025Q3: 4,741 shares; 2025Q4: 10,761 shares 10,761 $4.54M 0.03% +6,020 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,754 shares; 2025Q1: 13,462 shares; 2025Q2: 12,226 shares; 2025Q3: 15,807 shares; 2025Q4: 38,022 shares 38,022 $4.54M 0.03% +22,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 4,183 shares; 2025Q1: 4,278 shares; 2025Q2: 4,301 shares; 2025Q3: 4,382 shares; 2025Q4: 4,209 shares 4,209 $4.5M 0.02% -173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,198 shares; 2024Q4: 88,440 shares; 2025Q1: 93,221 shares; 2025Q2: 50,058 shares; 2025Q3: 47,346 shares; 2025Q4: 43,844 shares 43,844 $4.49M 0.02% -3,502 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,311 shares; 2024Q4: 41,460 shares; 2025Q1: 42,360 shares; 2025Q2: 41,805 shares; 2025Q3: 40,953 shares; 2025Q4: 40,814 shares 40,814 $4.49M 0.02% -139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,881 shares; 2024Q4: 25,476 shares; 2025Q1: 24,047 shares; 2025Q2: 23,979 shares; 2025Q3: 23,846 shares; 2025Q4: 24,081 shares 24,081 $4.47M 0.02% +235 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,147 shares; 2024Q4: 165,372 shares; 2025Q1: 145,086 shares; 2025Q2: 133,708 shares; 2025Q3: 125,846 shares; 2025Q4: 120,806 shares 120,806 $4.46M 0.02% -5,040 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,863 shares; 2024Q4: 101,313 shares; 2025Q1: 90,785 shares; 2025Q2: 76,221 shares; 2025Q3: 75,898 shares; 2025Q4: 68,926 shares 68,926 $4.39M 0.02% -6,972 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 20,655 shares; 2025Q1: 19,293 shares; 2025Q2: 19,530 shares; 2025Q3: 21,304 shares; 2025Q4: 23,482 shares 23,482 $4.36M 0.02% +2,178 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,449 shares; 2025Q1: 9,626 shares; 2025Q2: 43,432 shares; 2025Q3: 44,272 shares; 2025Q4: 26,913 shares 26,913 $4.34M 0.02% -17,359 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,716 shares; 2024Q4: 65,320 shares; 2025Q1: 66,342 shares; 2025Q2: 66,010 shares; 2025Q3: 65,515 shares; 2025Q4: 64,211 shares 64,211 $4.32M 0.02% -1,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,763 shares; 2024Q4: 75,253 shares; 2025Q1: 76,747 shares; 2025Q2: 69,948 shares; 2025Q3: 69,814 shares; 2025Q4: 64,622 shares 64,622 $4.32M 0.02% -5,192 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,441 shares; 2024Q4: 42,416 shares; 2025Q1: 39,878 shares; 2025Q2: 38,456 shares; 2025Q3: 46,034 shares; 2025Q4: 45,828 shares 45,828 $4.32M 0.02% -206 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 15,416 shares; 2025Q1: 17,249 shares; 2025Q2: 21,506 shares; 2025Q3: 21,567 shares; 2025Q4: 19,883 shares 19,883 $4.27M 0.02% -1,684 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,836 shares; 2024Q4: 367,365 shares; 2025Q1: 360,843 shares; 2025Q2: 279,584 shares; 2025Q3: 271,455 shares; 2025Q4: 191,358 shares 191,358 $4.26M 0.02% -80,097 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,190 shares; 2024Q4: 62,115 shares; 2025Q1: 61,115 shares; 2025Q2: 61,065 shares; 2025Q3: 60,644 shares; 2025Q4: 60,007 shares 60,007 $4.23M 0.02% -637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,502 shares; 2025Q1: 4,557 shares; 2025Q2: 4,536 shares; 2025Q3: 4,531 shares; 2025Q4: 10,533 shares 10,533 $4.19M 0.02% +6,002 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,540 shares; 2024Q4: 27,714 shares; 2025Q1: 27,109 shares; 2025Q2: 27,063 shares; 2025Q3: 26,777 shares; 2025Q4: 25,583 shares 25,583 $4.16M 0.02% -1,194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 23,498 shares; 2025Q1: 24,352 shares; 2025Q2: 24,150 shares; 2025Q3: 26,499 shares; 2025Q4: 25,436 shares 25,436 $4.12M 0.02% -1,063 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,832 shares; 2025Q1: 4,097 shares; 2025Q2: 5,719 shares; 2025Q3: 5,758 shares; 2025Q4: 16,162 shares 16,162 $4.09M 0.02% +10,404 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,389 shares; 2024Q4: 7,743 shares; 2025Q1: 7,793 shares; 2025Q2: 45,658 shares; 2025Q3: 45,410 shares; 2025Q4: 50,627 shares 50,627 $4.08M 0.02% +5,217 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,953 shares; 2025Q3: 81,098 shares; 2025Q4: 18,921 shares 18,921 $4.07M 0.02% -62,177 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,597 shares; 2024Q4: 20,528 shares; 2025Q1: 20,778 shares; 2025Q2: 20,933 shares; 2025Q3: 21,463 shares; 2025Q4: 21,687 shares 21,687 $4.01M 0.02% +224 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 6,512 shares; 2025Q1: 6,229 shares; 2025Q2: 6,370 shares; 2025Q3: 7,631 shares; 2025Q4: 7,837 shares 7,837 $4M 0.02% +206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,490 shares; 2024Q4: 97,043 shares; 2025Q1: 93,306 shares; 2025Q2: 83,270 shares; 2025Q3: 90,118 shares; 2025Q4: 81,176 shares 81,176 $3.99M 0.02% -8,942 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,397 shares; 2025Q1: 9,830 shares; 2025Q2: 9,078 shares; 2025Q3: 8,692 shares; 2025Q4: 8,501 shares 8,501 $3.97M 0.02% -191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,788 shares; 2024Q4: 30,558 shares; 2025Q1: 31,654 shares; 2025Q2: 30,969 shares; 2025Q3: 30,970 shares; 2025Q4: 22,002 shares 22,002 $3.96M 0.02% -8,968 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,095 shares; 2024Q4: 70,095 shares; 2025Q1: 70,095 shares; 2025Q2: 69,877 shares; 2025Q3: 71,476 shares; 2025Q4: 70,366 shares 70,366 $3.93M 0.02% -1,110 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,298 shares; 2024Q4: 144,688 shares; 2025Q1: 132,341 shares; 2025Q2: 108,045 shares; 2025Q3: 107,676 shares; 2025Q4: 89,519 shares 89,519 $3.92M 0.02% -18,157 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,057 shares; 2024Q4: 17,215 shares; 2025Q1: 17,039 shares; 2025Q2: 16,619 shares; 2025Q3: 16,629 shares; 2025Q4: 17,850 shares 17,850 $3.87M 0.02% +1,221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 8,728 shares; 2025Q1: 204,892 shares; 2025Q2: 278,909 shares; 2025Q3: 276,388 shares; 2025Q4: 50,448 shares 50,448 $3.81M 0.02% -225,940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 13,127 shares; 2025Q1: 13,823 shares; 2025Q2: 10,368 shares; 2025Q3: 11,375 shares; 2025Q4: 8,973 shares 8,973 $3.79M 0.02% -2,402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,481 shares; 2025Q1: 6,408 shares; 2025Q2: 7,360 shares; 2025Q3: 8,495 shares; 2025Q4: 8,362 shares 8,362 $3.72M 0.02% -133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,079 shares; 2024Q4: 72,012 shares; 2025Q1: 74,704 shares; 2025Q2: 68,322 shares; 2025Q3: 67,806 shares; 2025Q4: 55,755 shares 55,755 $3.71M 0.02% -12,051 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,329 shares; 2024Q4: 135,987 shares; 2025Q1: 134,962 shares; 2025Q2: 135,058 shares; 2025Q3: 132,144 shares; 2025Q4: 137,349 shares 137,349 $3.7M 0.02% +5,205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 26,822 shares; 2025Q1: 28,913 shares; 2025Q2: 37,394 shares; 2025Q3: 39,810 shares; 2025Q4: 39,730 shares 39,730 $3.67M 0.02% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,595 shares; 2024Q4: 122,908 shares; 2025Q1: 126,386 shares; 2025Q2: 121,125 shares; 2025Q3: 128,824 shares; 2025Q4: 131,531 shares 131,531 $3.62M 0.02% +2,707 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,879 shares; 2024Q4: 43,588 shares; 2025Q1: 43,956 shares; 2025Q2: 42,313 shares; 2025Q3: 45,059 shares; 2025Q4: 44,975 shares 44,975 $3.61M 0.02% -84 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,887 shares; 2025Q1: 13,192 shares; 2025Q2: 13,502 shares; 2025Q3: 14,717 shares; 2025Q4: 12,698 shares 12,698 $3.61M 0.02% -2,019 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 37,762 shares; 2025Q1: 36,686 shares; 2025Q2: 36,541 shares; 2025Q3: 36,367 shares; 2025Q4: 36,094 shares 36,094 $3.58M 0.02% -273 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,647 shares; 2024Q4: 59,006 shares; 2025Q1: 56,260 shares; 2025Q2: 54,455 shares; 2025Q3: 55,268 shares; 2025Q4: 52,944 shares 52,944 $3.55M 0.02% -2,324 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,086 shares; 2024Q4: 122,812 shares; 2025Q1: 113,002 shares; 2025Q2: 106,524 shares; 2025Q3: 127,678 shares; 2025Q4: 128,154 shares 128,154 $3.52M 0.02% +476 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 9,425 shares; 2025Q1: 9,425 shares; 2025Q2: 9,425 shares; 2025Q3: 9,447 shares; 2025Q4: 9,459 shares 9,459 $3.49M 0.02% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,928 shares; 2024Q4: 21,666 shares; 2025Q1: 19,301 shares; 2025Q2: 16,878 shares; 2025Q3: 16,473 shares; 2025Q4: 13,565 shares 13,565 $3.47M 0.02% -2,908 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 13,449 shares; 2025Q1: 14,160 shares; 2025Q2: 14,253 shares; 2025Q3: 13,459 shares; 2025Q4: 14,619 shares 14,619 $3.45M 0.02% +1,160 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,448 shares; 2025Q1: 6,937 shares; 2025Q2: 16,465 shares; 2025Q3: 16,576 shares; 2025Q4: 14,317 shares 14,317 $3.45M 0.02% -2,259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 11,179 shares; 2025Q1: 10,291 shares; 2025Q2: 10,068 shares; 2025Q3: 10,382 shares; 2025Q4: 11,098 shares 11,098 $3.44M 0.02% +716 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,708 shares; 2024Q4: 41,502 shares; 2025Q1: 38,950 shares; 2025Q2: 38,950 shares; 2025Q3: 38,693 shares; 2025Q4: 29,901 shares 29,901 $3.44M 0.02% -8,792 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,944 shares; 2024Q4: 148,212 shares; 2025Q1: 144,898 shares; 2025Q2: 138,033 shares; 2025Q3: 138,194 shares; 2025Q4: 90,057 shares 90,057 $3.44M 0.02% -48,137 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,922 shares; 2024Q4: 11,826 shares; 2025Q1: 11,100 shares; 2025Q2: 11,770 shares; 2025Q3: 11,493 shares; 2025Q4: 9,034 shares 9,034 $3.43M 0.02% -2,459 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 936 shares; 2025Q1: 1,010 shares; 2025Q2: 760 shares; 2025Q3: 822 shares; 2025Q4: 1,594 shares 1,594 $3.43M 0.02% +772 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,805 shares; 2024Q4: 32,399 shares; 2025Q1: 33,402 shares; 2025Q2: 14,121 shares; 2025Q3: 14,504 shares; 2025Q4: 13,610 shares 13,610 $3.41M 0.02% -894 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,372 shares; 2024Q4: 209,028 shares; 2025Q1: 199,758 shares; 2025Q2: 188,582 shares; 2025Q3: 113,090 shares; 2025Q4: 86,781 shares 86,781 $3.4M 0.02% -26,309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 9,068 shares; 2025Q1: 9,072 shares; 2025Q2: 6,892 shares; 2025Q3: 6,911 shares; 2025Q4: 5,528 shares 5,528 $3.38M 0.02% -1,383 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,632 shares; 2024Q4: 173,632 shares; 2025Q1: 172,810 shares; 2025Q2: 167,419 shares; 2025Q3: 168,887 shares; 2025Q4: 167,619 shares 167,619 $3.33M 0.02% -1,268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,104 shares; 2024Q4: 36,448 shares; 2025Q1: 27,113 shares; 2025Q2: 27,005 shares; 2025Q3: 26,884 shares; 2025Q4: 22,945 shares 22,945 $3.32M 0.02% -3,939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,119 shares; 2024Q4: 51,955 shares; 2025Q1: 49,751 shares; 2025Q2: 48,274 shares; 2025Q3: 48,274 shares; 2025Q4: 44,951 shares 44,951 $3.31M 0.02% -3,323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 22,845 shares; 2025Q1: 20,194 shares; 2025Q2: 18,062 shares; 2025Q3: 18,087 shares; 2025Q4: 16,420 shares 16,420 $3.3M 0.02% -1,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,984 shares; 2024Q4: 28,661 shares; 2025Q1: 28,031 shares; 2025Q2: 26,794 shares; 2025Q3: 27,099 shares; 2025Q4: 27,488 shares 27,488 $3.29M 0.02% +389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,302 shares; 2024Q4: 40,594 shares; 2025Q1: 36,953 shares; 2025Q2: 36,447 shares; 2025Q3: 38,841 shares; 2025Q4: 41,109 shares 41,109 $3.26M 0.02% +2,268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,513 shares; 2024Q4: 35,182 shares; 2025Q1: 32,606 shares; 2025Q2: 25,221 shares; 2025Q3: 25,226 shares; 2025Q4: 20,161 shares 20,161 $3.21M 0.02% -5,065 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,199 shares; 2024Q4: 24,633 shares; 2025Q1: 24,529 shares; 2025Q2: 23,949 shares; 2025Q3: 24,406 shares; 2025Q4: 24,591 shares 24,591 $3.21M 0.02% +185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 26,645 shares; 2025Q1: 30,245 shares; 2025Q2: 30,838 shares; 2025Q3: 39,982 shares; 2025Q4: 31,623 shares 31,623 $3.19M 0.02% -8,359 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,070 shares; 2024Q4: 57,282 shares; 2025Q1: 51,129 shares; 2025Q2: 51,207 shares; 2025Q3: 30,044 shares; 2025Q4: 29,617 shares 29,617 $3.19M 0.02% -427 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,443 shares; 2024Q4: 8,638 shares; 2025Q1: 8,343 shares; 2025Q2: 7,490 shares; 2025Q3: 6,932 shares; 2025Q4: 6,999 shares 6,999 $3.17M 0.02% +67 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,445 shares; 2024Q4: 25,482 shares; 2025Q1: 48,970 shares; 2025Q2: 55,994 shares; 2025Q3: 55,414 shares; 2025Q4: 118,963 shares 118,963 $3.15M 0.02% +63,549 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,221 shares; 2024Q4: 37,797 shares; 2025Q1: 33,429 shares; 2025Q2: 36,068 shares; 2025Q3: 39,922 shares; 2025Q4: 42,841 shares 42,841 $3.15M 0.02% +2,919 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,034 shares; 2024Q4: 26,094 shares; 2025Q1: 32,024 shares; 2025Q2: 32,300 shares; 2025Q3: 32,607 shares; 2025Q4: 37,927 shares 37,927 $3.14M 0.02% +5,320 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 8,718 shares; 2025Q1: 7,992 shares; 2025Q2: 7,884 shares; 2025Q3: 7,836 shares; 2025Q4: 7,522 shares 7,522 $3.14M 0.02% -314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,171 shares; 2025Q3: 5,246 shares; 2025Q4: 5,510 shares 5,510 $3.13M 0.02% +264 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,637 shares; 2024Q4: 21,232 shares; 2025Q1: 23,813 shares; 2025Q2: 21,785 shares; 2025Q3: 22,143 shares; 2025Q4: 22,604 shares 22,604 $3.12M 0.02% +461 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 14,540 shares; 2025Q1: 55,600 shares; 2025Q2: 50,482 shares; 2025Q3: 51,906 shares; 2025Q4: 37,659 shares 37,659 $3.09M 0.02% -14,247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 15,092 shares; 2025Q3: 15,092 shares; 2025Q4: 8,711 shares 8,711 $3.08M 0.02% -6,381 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,132 shares; 2024Q4: 83,867 shares; 2025Q1: 72,147 shares; 2025Q2: 75,007 shares; 2025Q3: 79,994 shares; 2025Q4: 78,059 shares 78,059 $3.08M 0.02% -1,935 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 16,546 shares; 2025Q1: 16,507 shares; 2025Q2: 8,699 shares; 2025Q3: 9,056 shares; 2025Q4: 8,964 shares 8,964 $3.07M 0.02% -92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,143 shares; 2024Q4: 41,459 shares; 2025Q1: 40,625 shares; 2025Q2: 39,001 shares; 2025Q3: 36,800 shares; 2025Q4: 37,762 shares 37,762 $3.07M 0.02% +962 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,235 shares; 2024Q4: 89,054 shares; 2025Q1: 83,775 shares; 2025Q2: 71,845 shares; 2025Q3: 99,697 shares; 2025Q4: 74,345 shares 74,345 $3.06M 0.02% -25,352 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,202 shares; 2024Q4: 26,459 shares; 2025Q1: 26,295 shares; 2025Q2: 29,388 shares; 2025Q3: 29,107 shares; 2025Q4: 27,884 shares 27,884 $3.05M 0.02% -1,223 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,160 shares; 2025Q1: 9,968 shares; 2025Q2: 12,427 shares; 2025Q3: 13,818 shares; 2025Q4: 9,769 shares 9,769 $3.04M 0.02% -4,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 4,499 shares; 2025Q1: 4,759 shares; 2025Q2: 3,285 shares; 2025Q3: 3,282 shares; 2025Q4: 1,788 shares 1,788 $3.02M 0.02% -1,494 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,849 shares; 2024Q4: 29,699 shares; 2025Q1: 27,759 shares; 2025Q2: 27,967 shares; 2025Q3: 27,899 shares; 2025Q4: 27,224 shares 27,224 $3M 0.02% -675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 14,064 shares; 2025Q1: 13,242 shares; 2025Q2: 11,567 shares; 2025Q3: 11,559 shares; 2025Q4: 9,188 shares 9,188 $2.97M 0.02% -2,371 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,258 shares; 2025Q1: 6,218 shares; 2025Q2: 5,923 shares; 2025Q3: 5,594 shares; 2025Q4: 13,275 shares 13,275 $2.96M 0.02% +7,681 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,066 shares; 2025Q1: 7,257 shares; 2025Q2: 41,307 shares; 2025Q3: 41,257 shares; 2025Q4: 36,569 shares 36,569 $2.96M 0.02% -4,688 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 45,801 shares; 2025Q1: 47,301 shares; 2025Q2: 47,506 shares; 2025Q3: 48,356 shares; 2025Q4: 48,151 shares 48,151 $2.93M 0.02% -205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,364 shares; 2024Q4: 21,867 shares; 2025Q1: 20,900 shares; 2025Q2: 20,970 shares; 2025Q3: 21,686 shares; 2025Q4: 23,081 shares 23,081 $2.91M 0.02% +1,395 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: 12,045 shares; 2025Q3: 12,055 shares; 2025Q4: 12,156 shares 12,156 $2.89M 0.02% +101 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,686 shares; 2024Q4: 34,535 shares; 2025Q1: 33,185 shares; 2025Q2: 31,357 shares; 2025Q3: 29,078 shares; 2025Q4: 28,815 shares 28,815 $2.88M 0.02% -263 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,361 shares; 2025Q1: 4,702 shares; 2025Q2: 4,977 shares; 2025Q3: 4,955 shares; 2025Q4: 5,180 shares 5,180 $2.86M 0.02% +225 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 45,819 shares; 2025Q4: 50,014 shares 50,014 $2.85M 0.02% +4,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,194 shares; 2024Q4: 22,702 shares; 2025Q1: 22,559 shares; 2025Q2: 22,492 shares; 2025Q3: 22,328 shares; 2025Q4: 22,076 shares 22,076 $2.85M 0.02% -252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,509 shares; 2024Q4: 21,469 shares; 2025Q1: 20,953 shares; 2025Q2: 20,953 shares; 2025Q3: 20,766 shares; 2025Q4: 20,456 shares 20,456 $2.84M 0.02% -310 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 20,755 shares; 2025Q1: 26,532 shares; 2025Q2: 23,161 shares; 2025Q3: 23,567 shares; 2025Q4: 20,868 shares 20,868 $2.84M 0.02% -2,699 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,711 shares; 2025Q1: 1,953 shares; 2025Q2: 2,068 shares; 2025Q3: 2,327 shares; 2025Q4: 2,121 shares 2,121 $2.82M 0.02% -206 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,543 shares; 2024Q4: 27,671 shares; 2025Q1: 26,336 shares; 2025Q2: 26,624 shares; 2025Q3: 27,886 shares; 2025Q4: 28,093 shares 28,093 $2.81M 0.02% +207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,549 shares; 2024Q4: 41,643 shares; 2025Q1: 39,174 shares; 2025Q2: 37,770 shares; 2025Q3: 35,428 shares; 2025Q4: 35,131 shares 35,131 $2.78M 0.02% -297 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,796 shares; 2024Q4: 15,796 shares; 2025Q1: 15,796 shares; 2025Q2: 15,459 shares; 2025Q3: 15,889 shares; 2025Q4: 16,096 shares 16,096 $2.77M 0.02% +207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 17,672 shares; 2025Q1: 18,081 shares; 2025Q2: 16,190 shares; 2025Q3: 17,101 shares; 2025Q4: 15,741 shares 15,741 $2.76M 0.02% -1,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,377 shares; 2024Q4: 74,991 shares; 2025Q1: 74,514 shares; 2025Q2: 72,023 shares; 2025Q3: 71,687 shares; 2025Q4: 71,677 shares 71,677 $2.75M 0.02% -10 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,235 shares; 2024Q4: 25,584 shares; 2025Q1: 25,507 shares; 2025Q2: 22,567 shares; 2025Q3: 21,605 shares; 2025Q4: 20,735 shares 20,735 $2.73M 0.02% -870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,617 shares; 2024Q4: 26,616 shares; 2025Q1: 25,586 shares; 2025Q2: 19,687 shares; 2025Q3: 18,366 shares; 2025Q4: 18,284 shares 18,284 $2.72M 0.02% -82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,451 shares; 2024Q4: 66,511 shares; 2025Q1: 68,633 shares; 2025Q2: 44,927 shares; 2025Q3: 43,556 shares; 2025Q4: 26,137 shares 26,137 $2.72M 0.02% -17,419 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 33,410 shares; 2025Q1: 12,469 shares; 2025Q2: 17,050 shares; 2025Q3: 20,151 shares; 2025Q4: 19,906 shares 19,906 $2.71M 0.01% -245 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,776 shares; 2024Q4: 57,131 shares; 2025Q1: 57,231 shares; 2025Q2: 55,135 shares; 2025Q3: 67,981 shares; 2025Q4: 112,762 shares 112,762 $2.71M 0.01% +44,781 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,338 shares; 2024Q4: 20,106 shares; 2025Q1: 19,953 shares; 2025Q2: 20,881 shares; 2025Q3: 21,280 shares; 2025Q4: 19,771 shares 19,771 $2.68M 0.01% -1,509 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,975 shares; 2024Q4: 115,952 shares; 2025Q1: 115,935 shares; 2025Q2: 115,789 shares; 2025Q3: 113,107 shares; 2025Q4: 111,978 shares 111,978 $2.68M 0.01% -1,129 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 2,066 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 1,940 shares; 2025Q4: 11,493 shares 11,493 $2.67M 0.01% +9,553 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,690 shares; 2024Q4: 31,538 shares; 2025Q1: 31,869 shares; 2025Q2: 32,875 shares; 2025Q3: 31,366 shares; 2025Q4: 31,415 shares 31,415 $2.67M 0.01% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 9,604 shares; 2025Q1: 43,824 shares; 2025Q2: 47,574 shares; 2025Q3: 34,995 shares; 2025Q4: 35,195 shares 35,195 $2.66M 0.01% +200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,518 shares; 2024Q4: 28,488 shares; 2025Q1: 29,011 shares; 2025Q2: 27,414 shares; 2025Q3: 27,733 shares; 2025Q4: 20,954 shares 20,954 $2.65M 0.01% -6,779 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,632 shares; 2024Q4: 30,177 shares; 2025Q1: 29,922 shares; 2025Q2: 29,112 shares; 2025Q3: 28,475 shares; 2025Q4: 27,155 shares 27,155 $2.63M 0.01% -1,320 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,734 shares; 2025Q1: 3,623 shares; 2025Q2: 3,592 shares; 2025Q3: 3,521 shares; 2025Q4: 3,407 shares 3,407 $2.61M 0.01% -114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,205 shares; 2024Q4: 33,233 shares; 2025Q1: 35,452 shares; 2025Q2: 30,671 shares; 2025Q3: 28,957 shares; 2025Q4: 26,122 shares 26,122 $2.59M 0.01% -2,835 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,609 shares; 2024Q4: 23,058 shares; 2025Q1: 21,941 shares; 2025Q2: 32,868 shares; 2025Q3: 33,532 shares; 2025Q4: 33,382 shares 33,382 $2.56M 0.01% -150 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,280 shares; 2025Q2: 18,280 shares; 2025Q3: 18,280 shares; 2025Q4: 18,280 shares 18,280 $2.55M 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,602 shares; 2024Q4: 35,741 shares; 2025Q1: 36,104 shares; 2025Q2: 33,022 shares; 2025Q3: 35,105 shares; 2025Q4: 35,014 shares 35,014 $2.54M 0.01% -91 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,474 shares; 2024Q4: 47,512 shares; 2025Q1: 49,339 shares; 2025Q2: 23,976 shares; 2025Q3: 22,961 shares; 2025Q4: 15,698 shares 15,698 $2.52M 0.01% -7,263 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,963 shares; 2024Q4: 43,742 shares; 2025Q1: 43,843 shares; 2025Q2: 45,771 shares; 2025Q3: 47,401 shares; 2025Q4: 87,009 shares 87,009 $2.51M 0.01% +39,608 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,295 shares; 2025Q1: 28,648 shares; 2025Q2: 27,899 shares; 2025Q3: 28,939 shares; 2025Q4: 29,254 shares 29,254 $2.49M 0.01% +315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,372 shares; 2024Q4: 46,268 shares; 2025Q1: 44,332 shares; 2025Q2: 44,454 shares; 2025Q3: 44,604 shares; 2025Q4: 27,939 shares 27,939 $2.48M 0.01% -16,665 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,413 shares; 2024Q4: 20,574 shares; 2025Q1: 19,624 shares; 2025Q2: 19,727 shares; 2025Q3: 24,582 shares; 2025Q4: 26,906 shares 26,906 $2.47M 0.01% +2,324 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 32,930 shares; 2025Q1: 31,631 shares; 2025Q2: 28,673 shares; 2025Q3: 28,181 shares; 2025Q4: 28,313 shares 28,313 $2.47M 0.01% +132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 2,766 shares; 2025Q1: 2,626 shares; 2025Q2: 2,628 shares; 2025Q3: 2,666 shares; 2025Q4: 2,705 shares 2,705 $2.45M 0.01% +39 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,193 shares; 2024Q4: 39,789 shares; 2025Q1: 43,819 shares; 2025Q2: 39,398 shares; 2025Q3: 39,160 shares; 2025Q4: 48,613 shares 48,613 $2.44M 0.01% +9,453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,920 shares; 2024Q4: 95,904 shares; 2025Q1: 96,238 shares; 2025Q2: 95,577 shares; 2025Q3: 95,076 shares; 2025Q4: 90,995 shares 90,995 $2.43M 0.01% -4,081 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,165 shares; 2024Q4: 14,415 shares; 2025Q1: 13,478 shares; 2025Q2: 13,934 shares; 2025Q3: 14,342 shares; 2025Q4: 13,928 shares 13,928 $2.42M 0.01% -414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 10,403 shares; 2025Q1: 10,361 shares; 2025Q2: 10,489 shares; 2025Q3: 10,831 shares; 2025Q4: 10,678 shares 10,678 $2.41M 0.01% -153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,325 shares; 2024Q4: 234,126 shares; 2025Q1: 273,032 shares; 2025Q2: 93,959 shares; 2025Q3: 92,646 shares; 2025Q4: 88,540 shares 88,540 $2.4M 0.01% -4,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 20,291 shares; 2025Q1: 20,091 shares; 2025Q2: 20,091 shares; 2025Q3: 20,209 shares; 2025Q4: 20,023 shares 20,023 $2.4M 0.01% -186 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,975 shares; 2024Q4: 26,575 shares; 2025Q1: 25,445 shares; 2025Q2: 24,800 shares; 2025Q3: 25,120 shares; 2025Q4: 23,510 shares 23,510 $2.39M 0.01% -1,610 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,910 shares; 2024Q4: 26,987 shares; 2025Q1: 29,118 shares; 2025Q2: 28,476 shares; 2025Q3: 27,993 shares; 2025Q4: 55,734 shares 55,734 $2.38M 0.01% +27,741 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 9,455 shares; 2025Q2: 9,519 shares; 2025Q3: 44,683 shares; 2025Q4: 63,691 shares 63,691 $2.35M 0.01% +19,008 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,087 shares; 2024Q4: 12,936 shares; 2025Q1: 14,324 shares; 2025Q2: 13,025 shares; 2025Q3: 13,019 shares; 2025Q4: 12,869 shares 12,869 $2.34M 0.01% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares; 2025Q3: 608,841 shares; 2025Q4: 566,591 shares 566,591 $2.33M 0.01% -42,250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,121 shares; 2024Q4: 16,406 shares; 2025Q1: 15,261 shares; 2025Q2: 14,395 shares; 2025Q3: 14,406 shares; 2025Q4: 9,723 shares 9,723 $2.33M 0.01% -4,683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,273 shares; 2024Q4: 142,973 shares; 2025Q1: 142,713 shares; 2025Q2: 142,038 shares; 2025Q3: 139,765 shares; 2025Q4: 136,588 shares 136,588 $2.33M 0.01% -3,177 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,900 shares; 2025Q1: 5,024 shares; 2025Q2: 19,430 shares; 2025Q3: 18,891 shares; 2025Q4: 17,876 shares 17,876 $2.32M 0.01% -1,015 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,938 shares; 2024Q4: 26,446 shares; 2025Q1: 26,042 shares; 2025Q2: 25,907 shares; 2025Q3: 24,811 shares; 2025Q4: 24,811 shares 24,811 $2.31M 0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,143 shares; 2025Q3: 28,460 shares; 2025Q4: 26,867 shares 26,867 $2.3M 0.01% -1,593 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 22,707 shares; 2025Q1: 22,606 shares; 2025Q2: 31,273 shares; 2025Q3: 34,001 shares; 2025Q4: 35,521 shares 35,521 $2.29M 0.01% +1,520 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,907 shares; 2024Q4: 50,128 shares; 2025Q1: 45,885 shares; 2025Q2: 45,137 shares; 2025Q3: 42,729 shares; 2025Q4: 41,303 shares 41,303 $2.28M 0.01% -1,426 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,746 shares; 2024Q4: 63,046 shares; 2025Q1: 58,746 shares; 2025Q2: 56,446 shares; 2025Q3: 54,654 shares; 2025Q4: 54,772 shares 54,772 $2.27M 0.01% +118 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,933 shares; 2024Q4: 43,868 shares; 2025Q1: 42,990 shares; 2025Q2: 40,851 shares; 2025Q3: 40,851 shares; 2025Q4: 25,411 shares 25,411 $2.25M 0.01% -15,440 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,020 shares; 2024Q4: 20,816 shares; 2025Q1: 20,799 shares; 2025Q2: 20,685 shares; 2025Q3: 20,685 shares; 2025Q4: 20,685 shares 20,685 $2.25M 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,661 shares; 2025Q1: 2,697 shares; 2025Q2: 2,802 shares; 2025Q3: 2,823 shares; 2025Q4: 10,029 shares 10,029 $2.23M 0.01% +7,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,554 shares; 2025Q3: 44,592 shares; 2025Q4: 32,564 shares 32,564 $2.22M 0.01% -12,028 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 48,841 shares; 2025Q1: 50,578 shares; 2025Q2: 39,886 shares; 2025Q3: 39,886 shares; 2025Q4: 22,482 shares 22,482 $2.22M 0.01% -17,404 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,910 shares; 2024Q4: 28,912 shares; 2025Q1: 28,825 shares; 2025Q2: 28,283 shares; 2025Q3: 31,772 shares; 2025Q4: 31,696 shares 31,696 $2.2M 0.01% -76 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,054 shares; 2024Q4: 87,477 shares; 2025Q1: 88,796 shares; 2025Q2: 72,316 shares; 2025Q3: 73,609 shares; 2025Q4: 59,055 shares 59,055 $2.19M 0.01% -14,554 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,231 shares; 2024Q4: 40,911 shares; 2025Q1: 41,593 shares; 2025Q2: 42,062 shares; 2025Q3: 46,186 shares; 2025Q4: 17,591 shares 17,591 $2.18M 0.01% -28,595 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,833 shares; 2025Q1: 7,541 shares; 2025Q2: 7,541 shares; 2025Q3: 7,541 shares; 2025Q4: 7,552 shares 7,552 $2.18M 0.01% +11 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,953 shares; 2024Q4: 150,888 shares; 2025Q1: 126,363 shares; 2025Q2: 114,434 shares; 2025Q3: 114,582 shares; 2025Q4: 105,304 shares 105,304 $2.17M 0.01% -9,278 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,039 shares; 2024Q4: 30,563 shares; 2025Q1: 28,625 shares; 2025Q2: 29,005 shares; 2025Q3: 34,036 shares; 2025Q4: 34,702 shares 34,702 $2.17M 0.01% +666 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 10,197 shares; 2025Q1: 10,387 shares; 2025Q2: 9,984 shares; 2025Q3: 10,188 shares; 2025Q4: 10,188 shares 10,188 $2.16M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,768 shares; 2024Q4: 90,798 shares; 2025Q1: 48,425 shares; 2025Q2: 23,737 shares; 2025Q3: 21,101 shares; 2025Q4: 20,469 shares 20,469 $2.15M 0.01% -632 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,613 shares; 2025Q1: 2,579 shares; 2025Q2: 2,635 shares; 2025Q3: 2,597 shares; 2025Q4: 2,631 shares 2,631 $2.13M 0.01% +34 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,995 shares; 2024Q4: 23,995 shares; 2025Q1: 22,631 shares; 2025Q2: 22,428 shares; 2025Q3: 24,744 shares; 2025Q4: 25,513 shares 25,513 $2.13M 0.01% +769 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,631 shares; 2024Q4: 143,023 shares; 2025Q1: 137,459 shares; 2025Q2: 136,370 shares; 2025Q3: 131,303 shares; 2025Q4: 122,886 shares 122,886 $2.12M 0.01% -8,417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,144 shares; 2024Q4: 25,144 shares; 2025Q1: 25,144 shares; 2025Q2: 25,144 shares; 2025Q3: 25,144 shares; 2025Q4: 25,144 shares 25,144 $2.11M 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,440 shares; 2024Q4: 60,201 shares; 2025Q1: 56,665 shares; 2025Q2: 49,009 shares; 2025Q3: 54,763 shares; 2025Q4: 60,333 shares 60,333 $2.1M 0.01% +5,570 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,605 shares; 2024Q4: 52,707 shares; 2025Q1: 58,566 shares; 2025Q2: 47,148 shares; 2025Q3: 55,794 shares; 2025Q4: 54,081 shares 54,081 $2.08M 0.01% -1,713 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,699 shares 22,699 $2.07M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 24,881 shares; 2025Q1: 20,932 shares; 2025Q2: 18,619 shares; 2025Q3: 18,074 shares; 2025Q4: 17,632 shares 17,632 $2.07M 0.01% -442 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 12,184 shares; 2025Q1: 12,193 shares; 2025Q2: 12,532 shares; 2025Q3: 12,626 shares; 2025Q4: 12,607 shares 12,607 $2.06M 0.01% -19 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,290 shares; 2024Q4: 49,895 shares; 2025Q1: 49,808 shares; 2025Q2: 46,737 shares; 2025Q3: 48,100 shares; 2025Q4: 46,985 shares 46,985 $2.05M 0.01% -1,115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 9,658 shares; 2025Q1: 9,144 shares; 2025Q2: 9,052 shares; 2025Q3: 8,968 shares; 2025Q4: 9,119 shares 9,119 $2.04M 0.01% +151 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 15,629 shares; 2025Q1: 15,565 shares; 2025Q2: 12,157 shares; 2025Q3: 12,020 shares; 2025Q4: 12,749 shares 12,749 $2.03M 0.01% +729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,465 shares; 2024Q4: 13,941 shares; 2025Q1: 13,931 shares; 2025Q2: 14,615 shares; 2025Q3: 14,434 shares; 2025Q4: 14,170 shares 14,170 $2.02M 0.01% -264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 13,545 shares; 2025Q1: 12,860 shares; 2025Q2: 13,030 shares; 2025Q3: 12,754 shares; 2025Q4: 13,000 shares 13,000 $2.02M 0.01% +246 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 11,337 shares; 2025Q1: 11,495 shares; 2025Q2: 11,294 shares; 2025Q3: 10,999 shares; 2025Q4: 11,502 shares 11,502 $2M 0.01% +503 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,459 shares; 2025Q1: 1,471 shares; 2025Q2: 1,496 shares; 2025Q3: 1,521 shares; 2025Q4: 8,867 shares 8,867 $1.99M 0.01% +7,346 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,142 shares; 2024Q4: 45,962 shares; 2025Q1: 60,642 shares; 2025Q2: 66,142 shares; 2025Q3: 76,757 shares; 2025Q4: 160,927 shares 160,927 $1.99M 0.01% +84,170 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,133 shares; 2024Q4: 48,395 shares; 2025Q1: 47,262 shares; 2025Q2: 45,516 shares; 2025Q3: 43,588 shares; 2025Q4: 41,605 shares 41,605 $1.99M 0.01% -1,983 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 11,964 shares; 2025Q1: 10,719 shares; 2025Q2: 10,162 shares; 2025Q3: 10,167 shares; 2025Q4: 76,698 shares 76,698 $1.99M 0.01% +66,531 Timeline