VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,899 shares; 2024Q4: 61,062 shares; 2025Q1: 66,876 shares; 2025Q2: 1,301,321 shares 1,301,321 $396M 3.83% +1,234,445 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,264 shares; 2024Q4: 792,773 shares; 2025Q1: 1,760,497 shares; 2025Q2: 1,922,034 shares 1,922,034 $394M 3.82% +161,537 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,114 shares; 2024Q4: 297,898 shares; 2025Q1: 411,872 shares; 2025Q2: 490,591 shares 490,591 $244M 2.36% +78,719 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,564 shares; 2024Q4: 872,857 shares; 2025Q1: 1,118,620 shares; 2025Q2: 1,275,965 shares 1,275,965 $202M 1.95% +157,345 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912,582 shares; 2024Q4: 2,866,169 shares; 2025Q1: 2,863,339 shares; 2025Q2: 2,879,565 shares 2,879,565 $151M 1.46% +16,226 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,275 shares; 2024Q4: 111,209 shares; 2025Q1: 138,330 shares; 2025Q2: 176,762 shares 176,762 $130M 1.26% +38,432 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,544 shares; 2024Q4: 673,041 shares; 2025Q1: 679,526 shares; 2025Q2: 715,904 shares 715,904 $130M 1.26% +36,378 Timeline JSI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,033 shares; 2024Q4: 1,019,806 shares; 2025Q1: 1,611,023 shares; 2025Q2: 2,281,029 shares 2,281,029 $120M 1.16% +670,006 Timeline JMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127,325 shares; 2024Q4: 2,057,576 shares; 2025Q1: 2,552,755 shares; 2025Q2: 2,631,676 shares 2,631,676 $119M 1.15% +78,921 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,983 shares; 2024Q4: 1,012,944 shares; 2025Q1: 1,002,268 shares; 2025Q2: 1,019,877 shares 1,019,877 $111M 1.07% +17,609 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,279 shares; 2024Q4: 69,774 shares; 2025Q1: 76,196 shares; 2025Q2: 190,320 shares 190,320 $108M 1.05% +114,124 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321,633 shares; 2024Q4: 1,319,743 shares; 2025Q1: 1,303,911 shares; 2025Q2: 1,319,578 shares 1,319,578 $90.4M 0.88% +15,667 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,527 shares; 2024Q4: 63,846 shares; 2025Q1: 129,323 shares; 2025Q2: 186,148 shares 186,148 $90.4M 0.88% +56,825 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,109 shares; 2024Q4: 127,414 shares; 2025Q1: 246,174 shares; 2025Q2: 305,952 shares 305,952 $84.3M 0.82% +59,778 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,039 shares; 2024Q4: 156,159 shares; 2025Q1: 185,045 shares; 2025Q2: 231,511 shares 231,511 $82.2M 0.8% +46,466 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,847 shares; 2024Q4: 1,287,604 shares; 2025Q1: 1,149,606 shares; 2025Q2: 1,159,362 shares 1,159,362 $82M 0.79% +9,756 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,018 shares; 2024Q4: 193,218 shares; 2025Q1: 242,757 shares; 2025Q2: 263,716 shares 263,716 $76.5M 0.74% +20,959 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,318 shares; 2024Q4: 294,268 shares; 2025Q1: 359,799 shares; 2025Q2: 425,231 shares 425,231 $74.9M 0.73% +65,432 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,166 shares; 2024Q4: 38,076 shares; 2025Q1: 42,105 shares; 2025Q2: 984,103 shares 984,103 $72.5M 0.7% +941,998 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,427 shares; 2024Q4: 40,591 shares; 2025Q1: 49,699 shares; 2025Q2: 918,429 shares 918,429 $72.3M 0.7% +868,730 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,435 shares; 2024Q4: 341,632 shares; 2025Q1: 496,404 shares; 2025Q2: 535,405 shares 535,405 $72.2M 0.7% +39,001 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,803 shares; 2024Q4: 330,139 shares; 2025Q1: 335,492 shares; 2025Q2: 346,053 shares 346,053 $70.8M 0.69% +10,561 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906,623 shares; 2024Q4: 2,235,748 shares; 2025Q1: 2,488,122 shares; 2025Q2: 2,715,409 shares 2,715,409 $67.7M 0.66% +227,287 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523,683 shares; 2024Q4: 2,505,963 shares; 2025Q1: 2,467,068 shares; 2025Q2: 2,511,689 shares 2,511,689 $66.8M 0.65% +44,621 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145,263 shares; 2024Q4: 1,124,194 shares; 2025Q1: 1,096,041 shares; 2025Q2: 947,412 shares 947,412 $62.1M 0.6% -148,629 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754,330 shares; 2024Q4: 1,703,194 shares; 2025Q1: 1,173,781 shares; 2025Q2: 1,401,130 shares 1,401,130 $61.1M 0.59% +227,349 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,257 shares; 2024Q4: 784,512 shares; 2025Q1: 801,253 shares; 2025Q2: 969,258 shares 969,258 $60.1M 0.58% +168,005 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,829 shares; 2024Q4: 171,675 shares; 2025Q1: 249,611 shares; 2025Q2: 336,042 shares 336,042 $59.6M 0.58% +86,431 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,537 shares; 2024Q4: 382,199 shares; 2025Q1: 424,493 shares; 2025Q2: 441,958 shares 441,958 $58.9M 0.57% +17,465 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,592,549 shares; 2025Q2: 6,786,466 shares 6,786,466 $58.6M 0.57% +193,917 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,473 shares; 2024Q4: 29,448 shares; 2025Q1: 119,836 shares; 2025Q2: 132,273 shares 132,273 $58M 0.56% +12,437 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,499 shares; 2024Q4: 17,731 shares; 2025Q1: 69,674 shares; 2025Q2: 836,166 shares 836,166 $57.8M 0.56% +766,492 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,109 shares; 2024Q4: 72,176 shares; 2025Q1: 74,170 shares; 2025Q2: 90,549 shares 90,549 $55.9M 0.54% +16,379 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,270 shares; 2024Q4: 330,921 shares; 2025Q1: 318,535 shares; 2025Q2: 316,228 shares 316,228 $54.8M 0.53% -2,307 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,592 shares; 2024Q4: 564,892 shares; 2025Q1: 550,732 shares; 2025Q2: 589,190 shares 589,190 $52.7M 0.51% +38,458 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,631 shares; 2024Q4: 483,337 shares; 2025Q1: 481,061 shares; 2025Q2: 469,420 shares 469,420 $51.2M 0.5% -11,641 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,741 shares; 2024Q4: 369,170 shares; 2025Q1: 620,791 shares; 2025Q2: 631,465 shares 631,465 $51.1M 0.5% +10,674 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,977 shares; 2024Q4: 395,517 shares; 2025Q1: 435,096 shares; 2025Q2: 465,815 shares 465,815 $50.9M 0.49% +30,719 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,613 shares; 2024Q4: 976,015 shares; 2025Q1: 955,843 shares; 2025Q2: 692,760 shares 692,760 $49.6M 0.48% -263,083 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,110 shares; 2024Q4: 106,270 shares; 2025Q1: 115,984 shares; 2025Q2: 135,063 shares 135,063 $49.5M 0.48% +19,079 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,940 shares; 2024Q4: 113,890 shares; 2025Q1: 209,929 shares; 2025Q2: 274,500 shares 274,500 $48.5M 0.47% +64,571 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,569 shares; 2024Q4: 124,192 shares; 2025Q1: 127,619 shares; 2025Q2: 127,921 shares 127,921 $45.7M 0.44% +302 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,624 shares; 2024Q4: 487,670 shares; 2025Q1: 510,014 shares; 2025Q2: 532,183 shares 532,183 $45.1M 0.44% +22,169 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 13,517 shares; 2025Q1: 21,364 shares; 2025Q2: 190,237 shares 190,237 $45.1M 0.44% +168,873 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837,357 shares; 2024Q4: 855,218 shares; 2025Q1: 870,067 shares; 2025Q2: 891,034 shares 891,034 $44.8M 0.43% +20,967 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,184 shares; 2025Q2: 540,490 shares 540,490 $44.1M 0.43% +530,306 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,610 shares; 2024Q4: 228,641 shares; 2025Q1: 347,450 shares; 2025Q2: 402,340 shares 402,340 $43.4M 0.42% +54,890 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,986 shares; 2024Q4: 723,800 shares; 2025Q1: 718,434 shares; 2025Q2: 723,322 shares 723,322 $43.2M 0.42% +4,888 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,719 shares; 2024Q4: 205,137 shares; 2025Q1: 207,306 shares; 2025Q2: 189,394 shares 189,394 $42.2M 0.41% -17,912 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,655 shares; 2024Q4: 300,307 shares; 2025Q1: 321,176 shares; 2025Q2: 334,787 shares 334,787 $41.3M 0.4% +13,611 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,742 shares; 2024Q4: 922,707 shares; 2025Q1: 937,989 shares; 2025Q2: 945,399 shares 945,399 $39.2M 0.38% +7,410 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,785 shares; 2024Q4: 651,787 shares; 2025Q1: 680,695 shares; 2025Q2: 702,311 shares 702,311 $38.8M 0.38% +21,616 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,303 shares; 2024Q4: 45,806 shares; 2025Q1: 46,353 shares; 2025Q2: 55,449 shares 55,449 $38.7M 0.38% +9,096 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,709 shares; 2024Q4: 48,606 shares; 2025Q1: 69,680 shares; 2025Q2: 49,047 shares 49,047 $38.2M 0.37% -20,633 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960,586 shares; 2024Q4: 608,710 shares; 2025Q1: 604,551 shares; 2025Q2: 633,054 shares 633,054 $37.6M 0.36% +28,503 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,241 shares; 2025Q2: 719,865 shares 719,865 $37.5M 0.36% +678,624 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,510 shares; 2024Q4: 22,722 shares; 2025Q1: 35,278 shares; 2025Q2: 66,452 shares 66,452 $37.3M 0.36% +31,174 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,085 shares; 2024Q4: 131,107 shares; 2025Q1: 150,773 shares; 2025Q2: 169,421 shares 169,421 $37M 0.36% +18,648 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,852 shares; 2024Q4: 134,754 shares; 2025Q1: 133,344 shares; 2025Q2: 183,033 shares 183,033 $36.8M 0.36% +49,689 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,271 shares; 2024Q4: 384,709 shares; 2025Q1: 429,218 shares; 2025Q2: 530,640 shares 530,640 $36.8M 0.36% +101,422 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,656 shares; 2024Q4: 228,295 shares; 2025Q1: 234,462 shares; 2025Q2: 242,677 shares 242,677 $35.8M 0.35% +8,215 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,006 shares; 2024Q4: 187,458 shares; 2025Q1: 193,011 shares; 2025Q2: 191,730 shares 191,730 $35.7M 0.35% -1,281 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,153 shares; 2024Q4: 18,924 shares; 2025Q1: 24,527 shares; 2025Q2: 26,580 shares 26,580 $35.6M 0.34% +2,053 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,620 shares; 2024Q4: 315,155 shares; 2025Q1: 319,415 shares; 2025Q2: 409,969 shares 409,969 $34.9M 0.34% +90,554 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,428 shares; 2024Q4: 104,688 shares; 2025Q1: 107,686 shares; 2025Q2: 185,495 shares 185,495 $34.6M 0.34% +77,809 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128,340 shares; 2024Q4: 1,145,172 shares; 2025Q1: 1,140,831 shares; 2025Q2: 1,179,900 shares 1,179,900 $34.5M 0.33% +39,069 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,289 shares; 2024Q4: 262,157 shares; 2025Q1: 253,133 shares; 2025Q2: 255,887 shares 255,887 $33.7M 0.33% +2,754 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,765 shares; 2024Q4: 75,793 shares; 2025Q1: 57,296 shares; 2025Q2: 377,695 shares 377,695 $33.6M 0.33% +320,399 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,562 shares; 2024Q4: 1,362,304 shares; 2025Q1: 1,361,342 shares; 2025Q2: 1,361,734 shares 1,361,734 $33.3M 0.32% +392 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 5,042 shares; 2025Q1: 40,889 shares; 2025Q2: 50,137 shares 50,137 $33.3M 0.32% +9,248 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,205 shares; 2024Q4: 211,257 shares; 2025Q1: 206,626 shares; 2025Q2: 187,919 shares 187,919 $32.8M 0.32% -18,707 Timeline ASIA MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,691 shares; 2024Q4: 1,106,336 shares; 2025Q1: 1,112,592 shares; 2025Q2: 1,118,740 shares 1,118,740 $32.7M 0.32% +6,148 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,358 shares; 2024Q4: 551,338 shares; 2025Q1: 584,493 shares; 2025Q2: 644,973 shares 644,973 $31.6M 0.31% +60,480 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,557 shares; 2024Q4: 42,095 shares; 2025Q1: 50,311 shares; 2025Q2: 98,480 shares 98,480 $31.4M 0.3% +48,169 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,389 shares; 2024Q4: 61,821 shares; 2025Q1: 62,847 shares; 2025Q2: 56,797 shares 56,797 $31.2M 0.3% -6,050 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,408 shares; 2024Q4: 501,904 shares; 2025Q1: 642,203 shares; 2025Q2: 718,943 shares 718,943 $31.1M 0.3% +76,740 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,094 shares; 2024Q4: 235,387 shares; 2025Q1: 241,289 shares; 2025Q2: 289,421 shares 289,421 $31.1M 0.3% +48,132 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,814 shares; 2024Q4: 102,674 shares; 2025Q1: 150,240 shares; 2025Q2: 194,084 shares 194,084 $30.9M 0.3% +43,844 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 204,275 shares; 2025Q1: 223,259 shares; 2025Q2: 250,914 shares 250,914 $30.8M 0.3% +27,655 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,092,802 shares 1,092,802 $30.7M 0.3% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,968 shares; 2024Q4: 75,811 shares; 2025Q1: 73,377 shares; 2025Q2: 71,209 shares 71,209 $30.2M 0.29% -2,168 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,601 shares; 2025Q2: 120,120 shares 120,120 $29.6M 0.29% +70,519 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,099 shares; 2024Q4: 77,086 shares; 2025Q1: 110,867 shares; 2025Q2: 119,011 shares 119,011 $29.6M 0.29% +8,144 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,497 shares; 2024Q4: 99,508 shares; 2025Q1: 107,309 shares; 2025Q2: 123,150 shares 123,150 $29.3M 0.28% +15,841 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,785 shares; 2024Q4: 382,819 shares; 2025Q1: 384,480 shares; 2025Q2: 390,466 shares 390,466 $29.3M 0.28% +5,986 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,003 shares; 2024Q4: 27,420 shares; 2025Q1: 28,003 shares; 2025Q2: 28,450 shares 28,450 $29.2M 0.28% +447 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,982 shares; 2024Q4: 60,640 shares; 2025Q1: 74,667 shares; 2025Q2: 73,224 shares 73,224 $28.4M 0.28% -1,443 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270,552 shares; 2025Q1: 270,225 shares; 2025Q2: 276,027 shares 276,027 $28.2M 0.27% +5,802 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,377 shares; 2024Q4: 306,341 shares; 2025Q1: 216,506 shares; 2025Q2: 127,955 shares 127,955 $27.8M 0.27% -88,551 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,904 shares; 2024Q4: 104,153 shares; 2025Q1: 107,626 shares; 2025Q2: 100,561 shares 100,561 $27.1M 0.26% -7,065 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204,246 shares; 2024Q4: 1,206,154 shares; 2025Q1: 843,537 shares; 2025Q2: 849,120 shares 849,120 $26.9M 0.26% +5,583 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878,813 shares; 2024Q4: 877,004 shares; 2025Q1: 867,123 shares; 2025Q2: 871,928 shares 871,928 $26.7M 0.26% +4,805 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,417 shares; 2024Q4: 45,073 shares; 2025Q1: 48,306 shares; 2025Q2: 48,971 shares 48,971 $26.6M 0.26% +665 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,241 shares; 2024Q4: 97,544 shares; 2025Q1: 106,882 shares; 2025Q2: 141,370 shares 141,370 $26.2M 0.25% +34,488 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,090 shares; 2025Q2: 24,448 shares 24,448 $25.8M 0.25% +358 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794,197 shares; 2024Q4: 1,761,386 shares; 2025Q1: 1,114,201 shares; 2025Q2: 596,772 shares 596,772 $25.4M 0.25% -517,429 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,966 shares; 2024Q4: 50,332 shares; 2025Q1: 63,404 shares; 2025Q2: 84,504 shares 84,504 $25.3M 0.24% +21,100 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 14,257 shares; 2025Q1: 18,303 shares; 2025Q2: 275,096 shares 275,096 $24.8M 0.24% +256,793 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,122 shares; 2024Q4: 70,644 shares; 2025Q1: 83,766 shares; 2025Q2: 84,271 shares 84,271 $24.6M 0.24% +505 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,172 shares; 2024Q4: 51,589 shares; 2025Q1: 61,118 shares; 2025Q2: 61,917 shares 61,917 $24.5M 0.24% +799 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,200 shares; 2024Q4: 106,635 shares; 2025Q1: 117,000 shares; 2025Q2: 118,269 shares 118,269 $24.2M 0.23% +1,269 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,101 shares; 2024Q4: 280,935 shares; 2025Q1: 300,467 shares; 2025Q2: 347,377 shares 347,377 $24.1M 0.23% +46,910 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,760 shares; 2024Q4: 273,749 shares; 2025Q1: 283,115 shares; 2025Q2: 288,092 shares 288,092 $24.1M 0.23% +4,977 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 152,746 shares 152,746 $23.5M 0.23% +150,687 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,533 shares; 2024Q4: 28,999 shares; 2025Q1: 233,362 shares; 2025Q2: 250,637 shares 250,637 $23.4M 0.23% +17,275 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,966 shares; 2024Q4: 466,653 shares; 2025Q1: 465,465 shares; 2025Q2: 468,324 shares 468,324 $23.3M 0.23% +2,859 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,726 shares; 2024Q4: 154,589 shares; 2025Q1: 157,083 shares; 2025Q2: 293,305 shares 293,305 $23.3M 0.23% +136,222 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,559 shares; 2024Q4: 133,344 shares; 2025Q1: 160,990 shares; 2025Q2: 162,342 shares 162,342 $23.2M 0.23% +1,352 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,443 shares; 2024Q4: 320,907 shares; 2025Q1: 318,683 shares; 2025Q2: 312,278 shares 312,278 $23.1M 0.22% -6,405 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,076 shares; 2024Q4: 412,353 shares; 2025Q1: 433,264 shares; 2025Q2: 437,626 shares 437,626 $23.1M 0.22% +4,362 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,375 shares; 2024Q4: 69,268 shares; 2025Q1: 72,198 shares; 2025Q2: 71,688 shares 71,688 $22.9M 0.22% -510 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,452 shares; 2024Q4: 42,096 shares; 2025Q1: 34,362 shares; 2025Q2: 36,604 shares 36,604 $22.7M 0.22% +2,242 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,296 shares; 2024Q4: 306,201 shares; 2025Q1: 397,642 shares; 2025Q2: 402,544 shares 402,544 $22.6M 0.22% +4,902 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,290 shares; 2024Q4: 368,385 shares; 2025Q1: 398,294 shares; 2025Q2: 439,652 shares 439,652 $22.5M 0.22% +41,358 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,352 shares; 2024Q4: 409,374 shares; 2025Q1: 422,101 shares; 2025Q2: 448,601 shares 448,601 $22.2M 0.21% +26,500 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,847 shares; 2024Q4: 72,966 shares; 2025Q1: 76,963 shares; 2025Q2: 79,149 shares 79,149 $22.1M 0.21% +2,186 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,825 shares; 2024Q4: 147,771 shares; 2025Q1: 147,933 shares; 2025Q2: 111,313 shares 111,313 $22M 0.21% -36,620 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,456 shares; 2024Q4: 231,140 shares; 2025Q1: 294,544 shares; 2025Q2: 274,803 shares 274,803 $21.8M 0.21% -19,741 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,600 shares; 2024Q4: 186,650 shares; 2025Q1: 268,942 shares; 2025Q2: 298,025 shares 298,025 $21.5M 0.21% +29,083 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,949 shares; 2024Q4: 55,632 shares; 2025Q1: 52,537 shares; 2025Q2: 43,655 shares 43,655 $21.3M 0.21% -8,882 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,474 shares; 2024Q4: 88,452 shares; 2025Q1: 91,617 shares; 2025Q2: 92,177 shares 92,177 $21.3M 0.21% +560 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,833 shares; 2024Q4: 107,291 shares; 2025Q1: 106,324 shares; 2025Q2: 125,550 shares 125,550 $21.2M 0.21% +19,226 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,080 shares; 2024Q4: 39,278 shares; 2025Q1: 42,668 shares; 2025Q2: 44,181 shares 44,181 $20.7M 0.2% +1,513 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,071 shares; 2024Q4: 271,379 shares; 2025Q1: 236,222 shares; 2025Q2: 374,915 shares 374,915 $20.7M 0.2% +138,693 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,969 shares; 2024Q4: 37,161 shares; 2025Q1: 38,263 shares; 2025Q2: 38,991 shares 38,991 $20M 0.19% +728 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,874 shares; 2025Q2: 498,693 shares 498,693 $20M 0.19% +193,819 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807,532 shares 807,532 $19.9M 0.19% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,091 shares; 2024Q4: 77,242 shares; 2025Q1: 82,470 shares; 2025Q2: 81,531 shares 81,531 $19.8M 0.19% -939 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,815 shares; 2024Q4: 68,064 shares; 2025Q1: 67,923 shares; 2025Q2: 293,515 shares 293,515 $19.7M 0.19% +225,592 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 4,900 shares; 2025Q1: 207,471 shares; 2025Q2: 236,027 shares 236,027 $19.6M 0.19% +28,556 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,583 shares; 2024Q4: 263,449 shares; 2025Q1: 357,479 shares; 2025Q2: 88,614 shares 88,614 $19.4M 0.19% -268,865 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,034 shares; 2024Q4: 59,187 shares; 2025Q1: 93,822 shares; 2025Q2: 156,726 shares 156,726 $19.4M 0.19% +62,904 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,715 shares; 2024Q4: 18,080 shares; 2025Q1: 52,245 shares; 2025Q2: 47,628 shares 47,628 $19.4M 0.19% -4,617 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,329 shares; 2024Q4: 138,283 shares; 2025Q1: 144,412 shares; 2025Q2: 143,998 shares 143,998 $19.1M 0.19% -414 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,327 shares; 2024Q4: 14,774 shares; 2025Q1: 14,662 shares; 2025Q2: 43,002 shares 43,002 $18.8M 0.18% +28,340 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,095 shares; 2024Q4: 267,964 shares; 2025Q1: 294,830 shares; 2025Q2: 325,695 shares 325,695 $18.6M 0.18% +30,865 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,395 shares; 2024Q4: 72,057 shares; 2025Q1: 78,346 shares; 2025Q2: 33,593 shares 33,593 $18.5M 0.18% -44,753 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,095 shares; 2024Q4: 32,846 shares; 2025Q1: 36,314 shares; 2025Q2: 36,771 shares 36,771 $18.4M 0.18% +457 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,995 shares; 2025Q1: 285,909 shares; 2025Q2: 293,319 shares 293,319 $18.4M 0.18% +7,410 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,499 shares; 2024Q4: 92,096 shares; 2025Q1: 92,886 shares; 2025Q2: 94,854 shares 94,854 $18.3M 0.18% +1,968 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 588,415 shares; 2025Q2: 674,634 shares 674,634 $18.3M 0.18% +86,219 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,411 shares; 2024Q4: 46,075 shares; 2025Q1: 52,862 shares; 2025Q2: 80,718 shares 80,718 $17.9M 0.17% +27,856 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,489 shares 156,489 $17.7M 0.17% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,153 shares; 2024Q4: 65,264 shares; 2025Q1: 65,158 shares; 2025Q2: 63,787 shares 63,787 $17.6M 0.17% -1,371 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,053 shares; 2024Q4: 96,972 shares; 2025Q1: 105,762 shares; 2025Q2: 205,344 shares 205,344 $17.5M 0.17% +99,582 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,181 shares; 2024Q4: 22,995 shares; 2025Q1: 312,615 shares; 2025Q2: 344,711 shares 344,711 $17.5M 0.17% +32,096 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,802 shares; 2025Q1: 378,240 shares; 2025Q2: 439,158 shares 439,158 $17.3M 0.17% +60,918 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 4,558 shares; 2025Q1: 4,899 shares; 2025Q2: 41,214 shares 41,214 $17.3M 0.17% +36,315 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,248 shares; 2024Q4: 27,093 shares; 2025Q1: 34,114 shares; 2025Q2: 38,915 shares 38,915 $17.3M 0.17% +4,801 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,176 shares; 2024Q4: 338,742 shares; 2025Q1: 527,799 shares; 2025Q2: 708,407 shares 708,407 $17.2M 0.17% +180,608 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,866 shares; 2024Q4: 106,918 shares; 2025Q1: 94,087 shares; 2025Q2: 172,567 shares 172,567 $17.1M 0.17% +78,480 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,937 shares; 2024Q4: 190,377 shares; 2025Q1: 194,806 shares; 2025Q2: 247,450 shares 247,450 $17.1M 0.17% +52,644 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,461 shares; 2024Q4: 772,211 shares; 2025Q1: 777,786 shares; 2025Q2: 811,224 shares 811,224 $16.9M 0.16% +33,438 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,972 shares; 2024Q4: 80,155 shares; 2025Q1: 78,952 shares; 2025Q2: 159,722 shares 159,722 $16.8M 0.16% +80,770 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,354 shares; 2024Q4: 59,104 shares; 2025Q1: 68,458 shares; 2025Q2: 90,939 shares 90,939 $16.6M 0.16% +22,481 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,763 shares 128,763 $16.6M 0.16% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,014 shares; 2024Q4: 43,257 shares; 2025Q1: 37,368 shares; 2025Q2: 30,929 shares 30,929 $16.5M 0.16% -6,439 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,458 shares; 2024Q4: 79,868 shares; 2025Q1: 72,817 shares; 2025Q2: 64,346 shares 64,346 $16.5M 0.16% -8,471 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,409 shares; 2024Q4: 88,459 shares; 2025Q1: 131,221 shares; 2025Q2: 132,350 shares 132,350 $16.5M 0.16% +1,129 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,327 shares; 2024Q4: 26,827 shares; 2025Q1: 26,293 shares; 2025Q2: 34,387 shares 34,387 $16.4M 0.16% +8,094 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,269 shares; 2024Q4: 88,903 shares; 2025Q1: 94,289 shares; 2025Q2: 93,897 shares 93,897 $16.4M 0.16% -392 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,921 shares; 2024Q4: 60,903 shares; 2025Q1: 66,444 shares; 2025Q2: 66,221 shares 66,221 $16.2M 0.16% -223 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,478 shares; 2025Q1: 133,645 shares; 2025Q2: 139,613 shares 139,613 $16.1M 0.16% +5,968 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,692 shares; 2024Q4: 144,714 shares; 2025Q1: 166,897 shares; 2025Q2: 178,054 shares 178,054 $16M 0.15% +11,157 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,610 shares; 2024Q4: 121,889 shares; 2025Q1: 178,716 shares; 2025Q2: 101,880 shares 101,880 $15.6M 0.15% -76,836 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,277 shares; 2024Q4: 159,069 shares; 2025Q1: 171,158 shares; 2025Q2: 171,109 shares 171,109 $15.6M 0.15% -49 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,969 shares; 2024Q4: 167,347 shares; 2025Q1: 250,474 shares; 2025Q2: 334,309 shares 334,309 $15.5M 0.15% +83,835 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,153 shares; 2024Q4: 92,939 shares; 2025Q1: 80,054 shares; 2025Q2: 80,512 shares 80,512 $15.3M 0.15% +458 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,024 shares; 2024Q4: 54,145 shares; 2025Q1: 62,585 shares; 2025Q2: 63,437 shares 63,437 $15.2M 0.15% +852 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,267 shares; 2024Q4: 123,646 shares; 2025Q1: 122,844 shares; 2025Q2: 127,180 shares 127,180 $15.2M 0.15% +4,336 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,717 shares; 2024Q4: 462,267 shares; 2025Q1: 482,858 shares; 2025Q2: 489,122 shares 489,122 $15.2M 0.15% +6,264 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,194 shares; 2024Q4: 40,444 shares; 2025Q1: 34,063 shares; 2025Q2: 29,446 shares 29,446 $15M 0.15% -4,617 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,638 shares; 2024Q4: 23,710 shares; 2025Q1: 21,819 shares; 2025Q2: 135,078 shares 135,078 $14.9M 0.14% +113,259 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 8,589 shares; 2025Q1: 28,196 shares; 2025Q2: 46,694 shares 46,694 $14.8M 0.14% +18,498 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,093 shares; 2024Q4: 250,982 shares; 2025Q1: 229,872 shares; 2025Q2: 201,460 shares 201,460 $14.8M 0.14% -28,412 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,038 shares; 2024Q4: 50,322 shares; 2025Q1: 62,729 shares; 2025Q2: 98,764 shares 98,764 $14.4M 0.14% +36,035 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,790 shares; 2024Q4: 79,140 shares; 2025Q1: 98,642 shares; 2025Q2: 98,905 shares 98,905 $14.3M 0.14% +263 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,663 shares; 2024Q4: 65,326 shares; 2025Q1: 94,134 shares; 2025Q2: 72,688 shares 72,688 $14.2M 0.14% -21,446 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,733 shares; 2024Q4: 133,714 shares; 2025Q1: 55,777 shares; 2025Q2: 100,550 shares 100,550 $13.9M 0.14% +44,773 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,710 shares; 2024Q4: 647,411 shares; 2025Q1: 614,202 shares; 2025Q2: 596,702 shares 596,702 $13.9M 0.13% -17,500 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,991 shares; 2024Q4: 116,208 shares; 2025Q1: 99,673 shares; 2025Q2: 89,696 shares 89,696 $13.8M 0.13% -9,977 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 28,872 shares; 2025Q1: 29,194 shares; 2025Q2: 47,124 shares 47,124 $13.7M 0.13% +17,930 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,574 shares; 2025Q2: 106,552 shares 106,552 $13.7M 0.13% +978 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,767 shares; 2024Q4: 84,635 shares; 2025Q1: 85,739 shares; 2025Q2: 86,506 shares 86,506 $13.5M 0.13% +767 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,184 shares; 2024Q4: 293,119 shares; 2025Q1: 483,242 shares; 2025Q2: 507,927 shares 507,927 $13.5M 0.13% +24,685 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,643 shares 109,643 $13.4M 0.13% new Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,003 shares; 2024Q4: 615,549 shares; 2025Q1: 612,158 shares; 2025Q2: 653,282 shares 653,282 $13.4M 0.13% +41,124 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,406 shares 72,406 $13.2M 0.13% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,725 shares; 2024Q4: 190,074 shares; 2025Q1: 201,338 shares; 2025Q2: 231,985 shares 231,985 $13.1M 0.13% +30,647 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,210 shares; 2024Q4: 147,715 shares; 2025Q1: 162,656 shares; 2025Q2: 163,185 shares 163,185 $13M 0.13% +529 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368,101 shares 368,101 $13M 0.13% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,743 shares; 2024Q4: 21,572 shares; 2025Q1: 31,136 shares; 2025Q2: 41,639 shares 41,639 $13M 0.13% +10,503 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513,564 shares 513,564 $12.9M 0.13% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,882 shares; 2024Q4: 93,074 shares; 2025Q1: 88,731 shares; 2025Q2: 133,377 shares 133,377 $12.9M 0.12% +44,646 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,013 shares; 2025Q2: 34,944 shares 34,944 $12.8M 0.12% -69 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,047 shares; 2024Q4: 126,081 shares; 2025Q1: 347,945 shares; 2025Q2: 446,629 shares 446,629 $12.8M 0.12% +98,684 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,425 shares; 2024Q4: 229,765 shares; 2025Q1: 280,740 shares; 2025Q2: 245,177 shares 245,177 $12.8M 0.12% -35,563 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,947 shares; 2024Q4: 142,872 shares; 2025Q1: 423,845 shares; 2025Q2: 579,322 shares 579,322 $12.7M 0.12% +155,477 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,882 shares; 2024Q4: 178,332 shares; 2025Q1: 224,517 shares; 2025Q2: 224,820 shares 224,820 $12.6M 0.12% +303 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,702 shares; 2024Q4: 66,562 shares; 2025Q1: 74,859 shares; 2025Q2: 76,340 shares 76,340 $12.6M 0.12% +1,481 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,380 shares; 2024Q4: 38,975 shares; 2025Q1: 39,166 shares; 2025Q2: 137,925 shares 137,925 $12.6M 0.12% +98,759 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,286 shares; 2024Q4: 45,956 shares; 2025Q1: 46,061 shares; 2025Q2: 43,450 shares 43,450 $12.4M 0.12% -2,611 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,051 shares; 2024Q4: 20,835 shares; 2025Q1: 22,367 shares; 2025Q2: 23,080 shares 23,080 $12.4M 0.12% +713 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,978 shares; 2024Q4: 17,279 shares; 2025Q1: 28,960 shares; 2025Q2: 30,432 shares 30,432 $12.3M 0.12% +1,472 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196,566 shares 196,566 $12.3M 0.12% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,910 shares; 2024Q4: 293,530 shares; 2025Q1: 314,178 shares; 2025Q2: 236,147 shares 236,147 $12.3M 0.12% -78,031 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,528 shares; 2024Q4: 53,199 shares; 2025Q1: 55,906 shares; 2025Q2: 17,305 shares 17,305 $12.2M 0.12% -38,601 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,733 shares; 2025Q1: 182,656 shares; 2025Q2: 191,225 shares 191,225 $12.2M 0.12% +8,569 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,008 shares; 2024Q4: 141,783 shares; 2025Q1: 125,781 shares; 2025Q2: 112,312 shares 112,312 $12.2M 0.12% -13,469 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,260 shares; 2024Q4: 66,488 shares; 2025Q1: 75,252 shares; 2025Q2: 44,467 shares 44,467 $12.1M 0.12% -30,785 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,661 shares; 2024Q4: 171,593 shares; 2025Q1: 179,554 shares; 2025Q2: 199,572 shares 199,572 $12M 0.12% +20,018 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,743 shares; 2024Q4: 21,730 shares; 2025Q1: 41,974 shares; 2025Q2: 44,219 shares 44,219 $12M 0.12% +2,245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,602 shares; 2024Q4: 67,969 shares; 2025Q1: 69,148 shares; 2025Q2: 165,688 shares 165,688 $11.9M 0.12% +96,540 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,556 shares; 2024Q4: 24,625 shares; 2025Q1: 27,548 shares; 2025Q2: 52,344 shares 52,344 $11.9M 0.12% +24,796 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,071 shares; 2024Q4: 18,436 shares; 2025Q1: 16,256 shares; 2025Q2: 16,227 shares 16,227 $11.9M 0.12% -29 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272,506 shares; 2025Q2: 269,931 shares 269,931 $11.7M 0.11% -2,575 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,177 shares; 2024Q4: 191,228 shares; 2025Q1: 86,674 shares; 2025Q2: 70,724 shares 70,724 $11.6M 0.11% -15,950 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481,186 shares; 2025Q2: 470,486 shares 470,486 $11.5M 0.11% -10,700 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,260 shares; 2024Q4: 21,441 shares; 2025Q1: 31,798 shares; 2025Q2: 37,851 shares 37,851 $11.5M 0.11% +6,053 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,331 shares; 2024Q4: 19,597 shares; 2025Q1: 21,140 shares; 2025Q2: 34,675 shares 34,675 $11.5M 0.11% +13,535 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,836 shares; 2025Q1: 111,290 shares; 2025Q2: 343,728 shares 343,728 $11.4M 0.11% +232,438 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 11,875 shares; 2025Q1: 57,683 shares; 2025Q2: 62,434 shares 62,434 $11.4M 0.11% +4,751 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: 56,989 shares; 2025Q2: 48,104 shares 48,104 $11.3M 0.11% -8,885 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,217 shares; 2024Q4: 54,812 shares; 2025Q1: 54,370 shares; 2025Q2: 54,204 shares 54,204 $11.3M 0.11% -166 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,952 shares; 2024Q4: 40,530 shares; 2025Q1: 44,260 shares; 2025Q2: 46,147 shares 46,147 $11.3M 0.11% +1,887 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,261 shares; 2024Q4: 58,629 shares; 2025Q1: 59,629 shares; 2025Q2: 58,509 shares 58,509 $11.2M 0.11% -1,120 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,608 shares; 2024Q4: 24,718 shares; 2025Q1: 24,615 shares; 2025Q2: 100,734 shares 100,734 $11.2M 0.11% +76,119 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,896 shares; 2024Q4: 234,173 shares; 2025Q1: 201,026 shares; 2025Q2: 144,423 shares 144,423 $11.1M 0.11% -56,603 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,830 shares; 2024Q4: 150,617 shares; 2025Q1: 208,017 shares; 2025Q2: 207,000 shares 207,000 $11M 0.11% -1,017 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,961 shares; 2024Q4: 138,090 shares; 2025Q1: 183,400 shares; 2025Q2: 161,695 shares 161,695 $10.9M 0.11% -21,705 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,145 shares; 2024Q4: 21,157 shares; 2025Q1: 44,299 shares; 2025Q2: 75,656 shares 75,656 $10.8M 0.1% +31,357 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,321 shares; 2024Q4: 94,335 shares; 2025Q1: 96,314 shares; 2025Q2: 94,417 shares 94,417 $10.7M 0.1% -1,897 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,372 shares; 2024Q4: 108,142 shares; 2025Q1: 106,147 shares; 2025Q2: 85,695 shares 85,695 $10.7M 0.1% -20,452 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 6,115 shares; 2025Q1: 94,156 shares; 2025Q2: 108,654 shares 108,654 $10.7M 0.1% +14,498 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,131 shares 54,131 $10.6M 0.1% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,459 shares; 2024Q4: 108,551 shares; 2025Q1: 109,637 shares; 2025Q2: 214,406 shares 214,406 $10.5M 0.1% +104,769 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,945 shares; 2024Q4: 49,836 shares; 2025Q1: 54,781 shares; 2025Q2: 77,317 shares 77,317 $10.5M 0.1% +22,536 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,837 shares; 2024Q4: 350,712 shares; 2025Q1: 371,241 shares; 2025Q2: 463,356 shares 463,356 $10.4M 0.1% +92,115 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,532 shares; 2024Q4: 36,974 shares; 2025Q1: 38,225 shares; 2025Q2: 37,665 shares 37,665 $10.4M 0.1% -560 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,483 shares; 2024Q4: 330,057 shares; 2025Q1: 325,232 shares; 2025Q2: 321,981 shares 321,981 $10.4M 0.1% -3,251 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,931 shares; 2024Q4: 150,206 shares; 2025Q1: 124,479 shares; 2025Q2: 101,566 shares 101,566 $10.3M 0.1% -22,913 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,765 shares; 2024Q4: 85,198 shares; 2025Q1: 161,458 shares; 2025Q2: 70,865 shares 70,865 $10.3M 0.1% -90,593 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,580 shares; 2024Q4: 68,998 shares; 2025Q1: 68,601 shares; 2025Q2: 67,458 shares 67,458 $10.3M 0.1% -1,143 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 8,826 shares; 2025Q1: 38,883 shares; 2025Q2: 39,051 shares 39,051 $10.1M 0.1% +168 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,729 shares; 2024Q4: 47,038 shares; 2025Q1: 86,706 shares; 2025Q2: 102,491 shares 102,491 $10M 0.1% +15,785 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,023 shares; 2024Q4: 159,116 shares; 2025Q1: 158,624 shares; 2025Q2: 140,687 shares 140,687 $10M 0.1% -17,937 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,351 shares; 2024Q4: 65,443 shares; 2025Q1: 84,805 shares; 2025Q2: 82,691 shares 82,691 $9.87M 0.1% -2,114 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,952 shares; 2024Q4: 412,485 shares; 2025Q1: 414,078 shares; 2025Q2: 352,275 shares 352,275 $9.75M 0.09% -61,803 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,062 shares; 2025Q1: 3,962 shares; 2025Q2: 29,646 shares 29,646 $9.72M 0.09% +25,684 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,488 shares; 2024Q4: 33,158 shares; 2025Q1: 40,862 shares; 2025Q2: 61,027 shares 61,027 $9.72M 0.09% +20,165 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 929 shares; 2025Q1: 867 shares; 2025Q2: 5,316 shares 5,316 $9.72M 0.09% +4,449 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,130 shares; 2024Q4: 79,094 shares; 2025Q1: 80,835 shares; 2025Q2: 79,012 shares 79,012 $9.72M 0.09% -1,823 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 5,627 shares; 2025Q1: 185,855 shares; 2025Q2: 176,126 shares 176,126 $9.7M 0.09% -9,729 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,888 shares; 2024Q4: 35,825 shares; 2025Q1: 39,287 shares; 2025Q2: 60,935 shares 60,935 $9.61M 0.09% +21,648 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,486 shares; 2024Q4: 37,772 shares; 2025Q1: 37,659 shares; 2025Q2: 74,701 shares 74,701 $9.61M 0.09% +37,042 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 62,118 shares; 2025Q2: 50,646 shares 50,646 $9.49M 0.09% -11,472 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,680 shares; 2024Q4: 109,264 shares; 2025Q1: 123,065 shares; 2025Q2: 127,318 shares 127,318 $9.49M 0.09% +4,253 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,237 shares; 2024Q4: 242,673 shares; 2025Q1: 208,461 shares; 2025Q2: 164,768 shares 164,768 $9.49M 0.09% -43,693 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 13 shares 13 $9.47M 0.09% +2 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,984 shares; 2024Q4: 141,131 shares; 2025Q1: 36,642 shares; 2025Q2: 40,374 shares 40,374 $9.4M 0.09% +3,732 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 778 shares; 2025Q1: 11,449 shares; 2025Q2: 11,320 shares 11,320 $9.37M 0.09% -129 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 6,725 shares; 2025Q1: 6,128 shares; 2025Q2: 12,402 shares 12,402 $9.34M 0.09% +6,274 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 10,667 shares; 2025Q1: 41,706 shares; 2025Q2: 52,667 shares 52,667 $9.3M 0.09% +10,961 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,680 shares; 2024Q4: 88,074 shares; 2025Q1: 74,966 shares; 2025Q2: 59,118 shares 59,118 $9.25M 0.09% -15,848 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,284 shares; 2025Q1: 3,532 shares; 2025Q2: 219,388 shares 219,388 $9.21M 0.09% +215,856 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,776 shares; 2024Q4: 106,691 shares; 2025Q1: 139,948 shares; 2025Q2: 194,244 shares 194,244 $9.19M 0.09% +54,296 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,528 shares; 2024Q4: 42,029 shares; 2025Q1: 49,331 shares; 2025Q2: 75,340 shares 75,340 $9.12M 0.09% +26,009 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,820 shares; 2024Q4: 25,568 shares; 2025Q1: 152,151 shares; 2025Q2: 154,334 shares 154,334 $9.05M 0.09% +2,183 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,750 shares; 2025Q2: 49,941 shares 49,941 $8.99M 0.09% -13,809 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 13,235 shares; 2025Q1: 29,171 shares; 2025Q2: 29,025 shares 29,025 $8.95M 0.09% -146 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,094 shares; 2025Q2: 94,783 shares 94,783 $8.89M 0.09% -311 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,633 shares; 2024Q4: 34,513 shares; 2025Q1: 31,711 shares; 2025Q2: 30,965 shares 30,965 $8.88M 0.09% -746 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,690 shares; 2024Q4: 108,429 shares; 2025Q1: 113,802 shares; 2025Q2: 164,414 shares 164,414 $8.86M 0.09% +50,612 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,631 shares; 2024Q4: 91,330 shares; 2025Q1: 88,171 shares; 2025Q2: 82,170 shares 82,170 $8.69M 0.08% -6,001 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,508 shares; 2024Q4: 101,466 shares; 2025Q1: 93,842 shares; 2025Q2: 84,212 shares 84,212 $8.68M 0.08% -9,630 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,915 shares 241,915 $8.68M 0.08% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,172 shares; 2024Q4: 227,567 shares; 2025Q1: 253,012 shares; 2025Q2: 252,032 shares 252,032 $8.61M 0.08% -980 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,046 shares; 2025Q1: 60,506 shares; 2025Q2: 47,574 shares 47,574 $8.57M 0.08% -12,932 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251,653 shares 251,653 $8.53M 0.08% new Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,344 shares; 2024Q4: 202,031 shares; 2025Q1: 247,317 shares; 2025Q2: 272,040 shares 272,040 $8.48M 0.08% +24,723 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,946 shares; 2024Q4: 180,660 shares; 2025Q1: 185,107 shares; 2025Q2: 189,558 shares 189,558 $8.47M 0.08% +4,451 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,026 shares; 2024Q4: 91,214 shares; 2025Q1: 91,893 shares; 2025Q2: 90,244 shares 90,244 $8.44M 0.08% -1,649 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 3,370 shares; 2025Q1: 48,592 shares; 2025Q2: 39,994 shares 39,994 $8.35M 0.08% -8,598 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,949 shares; 2024Q4: 102,792 shares; 2025Q1: 110,548 shares; 2025Q2: 110,966 shares 110,966 $8.33M 0.08% +418 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,650 shares; 2025Q2: 27,116 shares 27,116 $8.13M 0.08% +17,466 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,426 shares; 2024Q4: 295,006 shares; 2025Q1: 306,041 shares; 2025Q2: 321,415 shares 321,415 $8.13M 0.08% +15,374 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,859 shares; 2024Q4: 339,697 shares; 2025Q1: 374,020 shares; 2025Q2: 374,436 shares 374,436 $8.13M 0.08% +416 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,774 shares; 2024Q4: 30,261 shares; 2025Q1: 32,323 shares; 2025Q2: 38,184 shares 38,184 $8.12M 0.08% +5,861 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,207 shares; 2025Q1: 73,605 shares; 2025Q2: 60,481 shares 60,481 $8.12M 0.08% -13,124 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,274 shares; 2024Q4: 125,442 shares; 2025Q1: 127,057 shares; 2025Q2: 125,071 shares 125,071 $8.09M 0.08% -1,986 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,619 shares; 2025Q1: 2,878 shares; 2025Q2: 11,008 shares 11,008 $8.07M 0.08% +8,130 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,321 shares; 2024Q4: 16,024 shares; 2025Q1: 19,115 shares; 2025Q2: 28,092 shares 28,092 $7.92M 0.08% +8,977 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,787 shares; 2024Q4: 30,189 shares; 2025Q1: 34,897 shares; 2025Q2: 61,457 shares 61,457 $7.92M 0.08% +26,560 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,414 shares; 2024Q4: 102,232 shares; 2025Q1: 87,585 shares; 2025Q2: 75,686 shares 75,686 $7.88M 0.08% -11,899 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,809 shares; 2024Q4: 114,088 shares; 2025Q1: 97,262 shares; 2025Q2: 94,779 shares 94,779 $7.87M 0.08% -2,483 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,318 shares; 2024Q4: 50,711 shares; 2025Q1: 50,408 shares; 2025Q2: 49,425 shares 49,425 $7.87M 0.08% -983 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,431 shares; 2024Q4: 64,386 shares; 2025Q1: 179,457 shares; 2025Q2: 173,847 shares 173,847 $7.83M 0.08% -5,610 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 2,551 shares; 2025Q1: 11,478 shares; 2025Q2: 13,794 shares 13,794 $7.81M 0.08% +2,316 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,074 shares; 2024Q4: 33,636 shares; 2025Q1: 38,255 shares; 2025Q2: 27,932 shares 27,932 $7.74M 0.07% -10,323 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,628 shares; 2024Q4: 133,632 shares; 2025Q1: 215,824 shares; 2025Q2: 263,011 shares 263,011 $7.68M 0.07% +47,187 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 8,544 shares; 2025Q1: 30,896 shares; 2025Q2: 35,455 shares 35,455 $7.65M 0.07% +4,559 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,635 shares; 2024Q4: 89,248 shares; 2025Q1: 95,310 shares; 2025Q2: 93,504 shares 93,504 $7.63M 0.07% -1,806 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,988 shares; 2024Q4: 11,404 shares; 2025Q1: 17,796 shares; 2025Q2: 129,567 shares 129,567 $7.62M 0.07% +111,771 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,090 shares; 2024Q4: 30,106 shares; 2025Q1: 29,948 shares; 2025Q2: 62,355 shares 62,355 $7.56M 0.07% +32,407 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,458 shares; 2024Q4: 55,196 shares; 2025Q1: 54,149 shares; 2025Q2: 54,256 shares 54,256 $7.55M 0.07% +107 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,335 shares; 2024Q4: 258,684 shares; 2025Q1: 329,457 shares; 2025Q2: 339,667 shares 339,667 $7.51M 0.07% +10,210 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,199 shares; 2024Q4: 99,481 shares; 2025Q1: 134,107 shares; 2025Q2: 209,871 shares 209,871 $7.49M 0.07% +75,764 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,577 shares; 2025Q1: 14,265 shares; 2025Q2: 26,744 shares 26,744 $7.48M 0.07% +12,479 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 11,339 shares; 2025Q1: 14,724 shares; 2025Q2: 150,987 shares 150,987 $7.43M 0.07% +136,263 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158,158 shares; 2025Q1: 163,878 shares; 2025Q2: 161,542 shares 161,542 $7.42M 0.07% -2,336 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,383 shares 87,383 $7.36M 0.07% new Timeline BRNY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,217 shares 161,217 $7.28M 0.07% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,234 shares; 2025Q2: 153,696 shares 153,696 $7.23M 0.07% +93,462 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,753 shares; 2024Q4: 189,080 shares; 2025Q1: 180,132 shares; 2025Q2: 177,017 shares 177,017 $7.17M 0.07% -3,115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,189 shares; 2024Q4: 10,347 shares; 2025Q1: 18,551 shares; 2025Q2: 55,463 shares 55,463 $7.15M 0.07% +36,912 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,039 shares; 2025Q1: 89,175 shares; 2025Q2: 91,649 shares 91,649 $7.14M 0.07% +2,474 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,154 shares; 2024Q4: 91,862 shares; 2025Q1: 105,102 shares; 2025Q2: 102,327 shares 102,327 $7.02M 0.07% -2,775 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,965 shares; 2025Q1: 38,296 shares; 2025Q2: 31,389 shares 31,389 $7.01M 0.07% -6,907 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,219 shares; 2024Q4: 43,044 shares; 2025Q1: 43,499 shares; 2025Q2: 43,402 shares 43,402 $7M 0.07% -97 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,889 shares; 2024Q4: 31,989 shares; 2025Q1: 57,309 shares; 2025Q2: 80,164 shares 80,164 $6.99M 0.07% +22,855 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 24,524 shares; 2025Q1: 121,579 shares; 2025Q2: 131,814 shares 131,814 $6.97M 0.07% +10,235 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,303 shares; 2024Q4: 44,362 shares; 2025Q1: 94,997 shares; 2025Q2: 95,382 shares 95,382 $6.93M 0.07% +385 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,340 shares; 2024Q4: 100,805 shares; 2025Q1: 100,907 shares; 2025Q2: 199,783 shares 199,783 $6.91M 0.07% +98,876 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,768 shares 213,768 $6.91M 0.07% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,311 shares; 2024Q4: 211,986 shares; 2025Q1: 228,155 shares; 2025Q2: 234,179 shares 234,179 $6.88M 0.07% +6,024 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,922 shares; 2025Q2: 327,903 shares 327,903 $6.86M 0.07% +14,981 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,646 shares; 2024Q4: 37,247 shares; 2025Q1: 38,696 shares; 2025Q2: 37,896 shares 37,896 $6.86M 0.07% -800 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,429 shares; 2025Q1: 10,904 shares; 2025Q2: 13,436 shares 13,436 $6.84M 0.07% +2,532 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,117 shares; 2024Q4: 43,903 shares; 2025Q1: 44,599 shares; 2025Q2: 72,611 shares 72,611 $6.73M 0.07% +28,012 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,554 shares; 2024Q4: 137,973 shares; 2025Q1: 126,207 shares; 2025Q2: 48,828 shares 48,828 $6.65M 0.06% -77,379 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,898 shares 54,898 $6.6M 0.06% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 6,081 shares; 2025Q1: 146,689 shares; 2025Q2: 144,076 shares 144,076 $6.59M 0.06% -2,613 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,069 shares; 2024Q4: 86,075 shares; 2025Q1: 87,745 shares; 2025Q2: 86,498 shares 86,498 $6.52M 0.06% -1,247 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,384 shares; 2025Q2: 49,960 shares 49,960 $6.48M 0.06% +15,576 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,590 shares; 2024Q4: 44,910 shares; 2025Q1: 57,296 shares; 2025Q2: 59,900 shares 59,900 $6.46M 0.06% +2,604 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,380 shares 60,380 $6.43M 0.06% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,585 shares; 2024Q4: 133,424 shares; 2025Q1: 135,308 shares; 2025Q2: 133,034 shares 133,034 $6.43M 0.06% -2,274 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,981 shares; 2024Q4: 197,856 shares; 2025Q1: 230,460 shares; 2025Q2: 228,624 shares 228,624 $6.41M 0.06% -1,836 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,068 shares; 2024Q4: 7,471 shares; 2025Q1: 27,241 shares; 2025Q2: 27,749 shares 27,749 $6.38M 0.06% +508 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,533 shares; 2024Q4: 558,802 shares; 2025Q1: 52,443 shares; 2025Q2: 67,938 shares 67,938 $6.38M 0.06% +15,495 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,038 shares; 2025Q2: 125,731 shares 125,731 $6.31M 0.06% +7,693 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,561 shares; 2025Q2: 10,772 shares 10,772 $6.21M 0.06% +211 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,340 shares; 2024Q4: 267,845 shares; 2025Q1: 258,225 shares; 2025Q2: 269,152 shares 269,152 $6.19M 0.06% +10,927 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,657 shares; 2024Q4: 68,548 shares; 2025Q1: 61,045 shares; 2025Q2: 61,517 shares 61,517 $6.16M 0.06% +472 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 9,055 shares; 2025Q1: 11,947 shares; 2025Q2: 25,857 shares 25,857 $6.16M 0.06% +13,910 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,663 shares; 2025Q1: 94,036 shares; 2025Q2: 95,908 shares 95,908 $6.13M 0.06% +1,872 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,288 shares; 2024Q4: 10,598 shares; 2025Q1: 32,759 shares; 2025Q2: 60,614 shares 60,614 $6.12M 0.06% +27,855 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,060 shares 76,060 $6.1M 0.06% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,093 shares; 2024Q4: 14,077 shares; 2025Q1: 18,413 shares; 2025Q2: 19,336 shares 19,336 $6.08M 0.06% +923 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,587 shares; 2025Q2: 116,026 shares 116,026 $6.03M 0.06% -7,561 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,554 shares; 2024Q4: 97,999 shares; 2025Q1: 98,791 shares; 2025Q2: 96,289 shares 96,289 $6.03M 0.06% -2,502 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 12,257 shares; 2025Q1: 44,827 shares; 2025Q2: 54,546 shares 54,546 $6.01M 0.06% +9,719 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,947 shares; 2024Q4: 156,019 shares; 2025Q1: 150,766 shares; 2025Q2: 139,418 shares 139,418 $5.96M 0.06% -11,348 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,799 shares; 2024Q4: 348,428 shares; 2025Q1: 339,046 shares; 2025Q2: 121,095 shares 121,095 $5.94M 0.06% -217,951 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,391 shares; 2024Q4: 43,083 shares; 2025Q1: 24,005 shares; 2025Q2: 20,700 shares 20,700 $5.92M 0.06% -3,305 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,096 shares; 2024Q4: 299,512 shares; 2025Q1: 296,950 shares; 2025Q2: 282,677 shares 282,677 $5.91M 0.06% -14,273 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,084 shares; 2024Q4: 24,123 shares; 2025Q1: 24,347 shares; 2025Q2: 26,095 shares 26,095 $5.91M 0.06% +1,748 Timeline CAML PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,276 shares; 2025Q1: 135,351 shares; 2025Q2: 155,305 shares 155,305 $5.7M 0.06% +19,954 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,307 shares; 2024Q4: 32,906 shares; 2025Q1: 29,559 shares; 2025Q2: 54,950 shares 54,950 $5.64M 0.05% +25,391 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,013 shares; 2024Q4: 12,749 shares; 2025Q1: 27,524 shares; 2025Q2: 28,492 shares 28,492 $5.63M 0.05% +968 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,290 shares; 2024Q4: 160,965 shares; 2025Q1: 192,157 shares; 2025Q2: 212,070 shares 212,070 $5.62M 0.05% +19,913 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,157 shares; 2024Q4: 25,126 shares; 2025Q1: 37,931 shares; 2025Q2: 42,458 shares 42,458 $5.61M 0.05% +4,527 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,421 shares 108,421 $5.47M 0.05% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,071 shares; 2024Q4: 10,951 shares; 2025Q1: 20,986 shares; 2025Q2: 24,025 shares 24,025 $5.46M 0.05% +3,039 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,054 shares; 2024Q4: 79,027 shares; 2025Q1: 72,782 shares; 2025Q2: 119,983 shares 119,983 $5.43M 0.05% +47,201 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 10,971 shares; 2025Q1: 14,056 shares; 2025Q2: 16,482 shares 16,482 $5.38M 0.05% +2,426 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,877 shares; 2024Q4: 28,115 shares; 2025Q1: 28,417 shares; 2025Q2: 59,806 shares 59,806 $5.34M 0.05% +31,389 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,992 shares; 2025Q1: 4,136 shares; 2025Q2: 12,164 shares 12,164 $5.32M 0.05% +8,028 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,411 shares; 2024Q4: 114,949 shares; 2025Q1: 142,940 shares; 2025Q2: 252,980 shares 252,980 $5.29M 0.05% +110,040 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,093 shares; 2024Q4: 49,574 shares; 2025Q1: 69,531 shares; 2025Q2: 68,223 shares 68,223 $5.28M 0.05% -1,308 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,756 shares; 2025Q1: 114,086 shares; 2025Q2: 229,406 shares 229,406 $5.27M 0.05% +115,320 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 4,235 shares; 2025Q1: 8,599 shares; 2025Q2: 10,309 shares 10,309 $5.24M 0.05% +1,710 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,074 shares; 2024Q4: 47,481 shares; 2025Q1: 32,352 shares; 2025Q2: 41,103 shares 41,103 $5.23M 0.05% +8,751 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,575 shares; 2024Q4: 8,295 shares; 2025Q1: 27,468 shares; 2025Q2: 50,823 shares 50,823 $5.15M 0.05% +23,355 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,116 shares; 2025Q2: 72,925 shares 72,925 $5.14M 0.05% +809 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 9,989 shares; 2025Q1: 11,402 shares; 2025Q2: 11,093 shares 11,093 $5.14M 0.05% -309 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,565 shares; 2025Q1: 10,476 shares; 2025Q2: 10,579 shares 10,579 $5.12M 0.05% +103 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,618 shares; 2025Q2: 14,578 shares 14,578 $5.11M 0.05% +10,960 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 43,280 shares; 2025Q1: 42,076 shares; 2025Q2: 47,822 shares 47,822 $5.11M 0.05% +5,746 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,932 shares; 2024Q4: 114,671 shares; 2025Q1: 117,548 shares; 2025Q2: 137,784 shares 137,784 $5.1M 0.05% +20,236 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,702 shares; 2025Q1: 9,195 shares; 2025Q2: 41,739 shares 41,739 $5.07M 0.05% +32,544 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,153 shares; 2024Q4: 6,538 shares; 2025Q1: 6,730 shares; 2025Q2: 16,223 shares 16,223 $5.05M 0.05% +9,493 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,837 shares; 2024Q4: 154,940 shares; 2025Q1: 157,486 shares; 2025Q2: 160,051 shares 160,051 $5.04M 0.05% +2,565 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,945 shares; 2024Q4: 122,204 shares; 2025Q1: 106,456 shares; 2025Q2: 108,132 shares 108,132 $5.01M 0.05% +1,676 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,603 shares; 2024Q4: 93,919 shares; 2025Q1: 27,784 shares; 2025Q2: 28,797 shares 28,797 $4.96M 0.05% +1,013 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,619 shares; 2024Q4: 27,361 shares; 2025Q1: 29,516 shares; 2025Q2: 35,125 shares 35,125 $4.95M 0.05% +5,609 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,401 shares; 2024Q4: 69,074 shares; 2025Q1: 69,549 shares; 2025Q2: 131,856 shares 131,856 $4.94M 0.05% +62,307 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 2,947 shares; 2025Q2: 4,701 shares 4,701 $4.93M 0.05% +1,754 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 5,210 shares; 2025Q1: 6,060 shares; 2025Q2: 49,061 shares 49,061 $4.88M 0.05% +43,001 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,870 shares; 2024Q4: 41,210 shares; 2025Q1: 47,656 shares; 2025Q2: 91,281 shares 91,281 $4.85M 0.05% +43,625 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,208 shares; 2024Q4: 9,736 shares; 2025Q1: 11,865 shares; 2025Q2: 17,969 shares 17,969 $4.81M 0.05% +6,104 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,352 shares; 2024Q4: 8,338 shares; 2025Q1: 72,061 shares; 2025Q2: 40,225 shares 40,225 $4.79M 0.05% -31,836 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,826 shares; 2024Q4: 10,767 shares; 2025Q1: 10,961 shares; 2025Q2: 17,944 shares 17,944 $4.78M 0.05% +6,983 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,624 shares; 2025Q2: 11,571 shares 11,571 $4.74M 0.05% +947 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,079 shares; 2025Q2: 22,426 shares 22,426 $4.71M 0.05% +2,347 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,948 shares; 2025Q1: 69,839 shares; 2025Q2: 183,992 shares 183,992 $4.66M 0.05% +114,153 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,775 shares; 2024Q4: 104,123 shares; 2025Q1: 97,693 shares; 2025Q2: 100,599 shares 100,599 $4.65M 0.05% +2,906 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,608 shares; 2025Q1: 8,214 shares; 2025Q2: 8,745 shares 8,745 $4.63M 0.04% +531 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,563 shares; 2024Q4: 61,099 shares; 2025Q1: 57,290 shares; 2025Q2: 56,332 shares 56,332 $4.63M 0.04% -958 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,176 shares; 2025Q1: 53,530 shares; 2025Q2: 59,693 shares 59,693 $4.62M 0.04% +6,163 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,608 shares 89,608 $4.61M 0.04% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,999 shares 34,999 $4.59M 0.04% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,677 shares 28,677 $4.58M 0.04% new Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,687 shares; 2024Q4: 69,895 shares; 2025Q1: 85,748 shares; 2025Q2: 81,894 shares 81,894 $4.58M 0.04% -3,854 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,179 shares; 2024Q4: 28,543 shares; 2025Q1: 44,507 shares; 2025Q2: 43,606 shares 43,606 $4.56M 0.04% -901 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,980 shares; 2025Q1: 20,357 shares; 2025Q2: 49,823 shares 49,823 $4.55M 0.04% +29,466 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,876 shares; 2025Q1: 5,867 shares; 2025Q2: 15,636 shares 15,636 $4.53M 0.04% +9,769 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 18,079 shares; 2025Q1: 64,914 shares; 2025Q2: 64,859 shares 64,859 $4.48M 0.04% -55 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,288 shares; 2025Q1: 14,034 shares; 2025Q2: 14,258 shares 14,258 $4.48M 0.04% +224 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,993 shares; 2024Q4: 15,378 shares; 2025Q1: 20,992 shares; 2025Q2: 25,016 shares 25,016 $4.47M 0.04% +4,024 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,571 shares; 2024Q4: 57,122 shares; 2025Q1: 54,792 shares; 2025Q2: 53,167 shares 53,167 $4.45M 0.04% -1,625 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,388 shares; 2024Q4: 20,723 shares; 2025Q1: 35,818 shares; 2025Q2: 59,767 shares 59,767 $4.44M 0.04% +23,949 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,877 shares; 2024Q4: 79,037 shares; 2025Q1: 104,658 shares; 2025Q2: 109,147 shares 109,147 $4.44M 0.04% +4,489 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 10,010 shares; 2025Q1: 13,260 shares; 2025Q2: 14,043 shares 14,043 $4.41M 0.04% +783 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,208 shares; 2024Q4: 12,021 shares; 2025Q1: 12,078 shares; 2025Q2: 58,161 shares 58,161 $4.41M 0.04% +46,083 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 17,988 shares; 2025Q1: 14,946 shares; 2025Q2: 25,692 shares 25,692 $4.39M 0.04% +10,746 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,123 shares; 2024Q4: 56,503 shares; 2025Q1: 62,746 shares; 2025Q2: 4,407 shares 4,407 $4.36M 0.04% -58,339 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,281 shares 77,281 $4.36M 0.04% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,555 shares; 2024Q4: 120,919 shares; 2025Q1: 128,384 shares; 2025Q2: 126,661 shares 126,661 $4.34M 0.04% -1,723 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,460 shares; 2024Q4: 10,101 shares; 2025Q1: 23,486 shares; 2025Q2: 28,458 shares 28,458 $4.33M 0.04% +4,972 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,086 shares; 2024Q4: 213,829 shares; 2025Q1: 148,567 shares; 2025Q2: 140,007 shares 140,007 $4.3M 0.04% -8,560 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 14,518 shares; 2025Q1: 18,136 shares; 2025Q2: 20,488 shares 20,488 $4.25M 0.04% +2,352 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,138 shares; 2025Q1: 3,789 shares; 2025Q2: 31,811 shares 31,811 $4.24M 0.04% +28,022 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 12,401 shares; 2025Q1: 12,506 shares; 2025Q2: 22,595 shares 22,595 $4.09M 0.04% +10,089 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,062 shares; 2024Q4: 87,961 shares; 2025Q1: 90,722 shares; 2025Q2: 83,538 shares 83,538 $4.08M 0.04% -7,184 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,929 shares; 2024Q4: 79,042 shares; 2025Q1: 78,959 shares; 2025Q2: 71,839 shares 71,839 $4.06M 0.04% -7,120 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,501 shares; 2024Q4: 19,923 shares; 2025Q1: 22,505 shares; 2025Q2: 38,215 shares 38,215 $4.04M 0.04% +15,710 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 7,128 shares; 2025Q1: 9,825 shares; 2025Q2: 10,419 shares 10,419 $4.03M 0.04% +594 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,623 shares; 2024Q4: 30,207 shares; 2025Q1: 4,088 shares; 2025Q2: 5,099 shares 5,099 $4.01M 0.04% +1,011 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 11,530 shares; 2025Q1: 66,277 shares; 2025Q2: 69,793 shares 69,793 $3.97M 0.04% +3,516 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,524 shares; 2024Q4: 30,964 shares; 2025Q1: 30,124 shares; 2025Q2: 28,516 shares 28,516 $3.87M 0.04% -1,608 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,605 shares; 2024Q4: 113,484 shares; 2025Q1: 108,586 shares; 2025Q2: 143,806 shares 143,806 $3.84M 0.04% +35,220 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,661 shares; 2024Q4: 100,211 shares; 2025Q1: 108,499 shares; 2025Q2: 77,838 shares 77,838 $3.82M 0.04% -30,661 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,863 shares; 2025Q1: 45,613 shares; 2025Q2: 73,312 shares 73,312 $3.81M 0.04% +27,699 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,563 shares; 2025Q1: 22,075 shares; 2025Q2: 27,874 shares 27,874 $3.8M 0.04% +5,799 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,291 shares; 2024Q4: 100,446 shares; 2025Q1: 120,123 shares; 2025Q2: 132,848 shares 132,848 $3.8M 0.04% +12,725 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,039 shares; 2024Q4: 7,367 shares; 2025Q1: 12,042 shares; 2025Q2: 12,253 shares 12,253 $3.79M 0.04% +211 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,514 shares; 2024Q4: 6,436 shares; 2025Q1: 4,469 shares; 2025Q2: 17,038 shares 17,038 $3.73M 0.04% +12,569 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,862 shares; 2024Q4: 44,748 shares; 2025Q1: 42,875 shares; 2025Q2: 46,894 shares 46,894 $3.72M 0.04% +4,019 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,521 shares 158,521 $3.7M 0.04% new PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,967 shares; 2025Q1: 54,370 shares; 2025Q2: 162,187 shares 162,187 $3.7M 0.04% +107,817 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,711 shares 31,711 $3.68M 0.04% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,952 shares; 2024Q4: 49,043 shares; 2025Q1: 57,219 shares; 2025Q2: 115,435 shares 115,435 $3.67M 0.04% +58,216 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 8,726 shares; 2025Q1: 15,934 shares; 2025Q2: 16,569 shares 16,569 $3.66M 0.04% +635 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,009 shares; 2025Q2: 99,278 shares 99,278 $3.65M 0.04% +9,269 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 11,452 shares; 2025Q1: 15,952 shares; 2025Q2: 17,452 shares 17,452 $3.62M 0.04% +1,500 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 22,086 shares; 2025Q1: 22,010 shares; 2025Q2: 24,139 shares 24,139 $3.61M 0.03% +2,129 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 9,535 shares; 2025Q1: 9,576 shares; 2025Q2: 22,921 shares 22,921 $3.59M 0.03% +13,345 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,410 shares 53,410 $3.56M 0.03% new Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,923 shares 24,923 $3.54M 0.03% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,304 shares; 2024Q4: 27,764 shares; 2025Q1: not reported; 2025Q2: 7,885 shares 7,885 $3.53M 0.03% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,773 shares; 2024Q4: 116,589 shares; 2025Q1: 132,782 shares; 2025Q2: 142,602 shares 142,602 $3.52M 0.03% +9,820 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,608 shares; 2024Q4: 61,052 shares; 2025Q1: 77,988 shares; 2025Q2: 80,562 shares 80,562 $3.52M 0.03% +2,574 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,811 shares; 2025Q2: 12,276 shares 12,276 $3.49M 0.03% +2,465 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,049 shares 74,049 $3.45M 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,724 shares; 2025Q1: 11,705 shares; 2025Q2: 18,742 shares 18,742 $3.43M 0.03% +7,037 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 13,991 shares; 2025Q1: 18,556 shares; 2025Q2: 19,513 shares 19,513 $3.42M 0.03% +957 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,855 shares; 2024Q4: 14,367 shares; 2025Q1: 26,668 shares; 2025Q2: 42,311 shares 42,311 $3.4M 0.03% +15,643 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 5,139 shares; 2025Q1: 5,861 shares; 2025Q2: 6,314 shares 6,314 $3.37M 0.03% +453 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,706 shares; 2025Q2: 93,885 shares 93,885 $3.36M 0.03% +4,179 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,125 shares; 2024Q4: 15,950 shares; 2025Q1: 16,121 shares; 2025Q2: 29,680 shares 29,680 $3.33M 0.03% +13,559 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,844 shares; 2025Q2: 9,564 shares 9,564 $3.33M 0.03% +3,720 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,451 shares; 2025Q2: 73,488 shares 73,488 $3.32M 0.03% +6,037 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 4,636 shares; 2025Q1: 3,743 shares; 2025Q2: 9,771 shares 9,771 $3.32M 0.03% +6,028 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,039 shares; 2025Q1: 1,277 shares; 2025Q2: 8,644 shares 8,644 $3.31M 0.03% +7,367 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 4,268 shares; 2025Q1: 5,708 shares; 2025Q2: 9,214 shares 9,214 $3.29M 0.03% +3,506 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,470 shares 140,470 $3.28M 0.03% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,253 shares; 2024Q4: 119,565 shares; 2025Q1: 121,773 shares; 2025Q2: 112,063 shares 112,063 $3.28M 0.03% -9,710 Timeline INDE MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,264 shares; 2024Q4: 109,584 shares; 2025Q1: 112,329 shares; 2025Q2: 108,360 shares 108,360 $3.27M 0.03% -3,969 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,088 shares; 2025Q1: 52,316 shares; 2025Q2: 98,064 shares 98,064 $3.26M 0.03% +45,748 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,600 shares; 2025Q2: 78,755 shares 78,755 $3.24M 0.03% +10,155 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,848 shares; 2024Q4: 82,181 shares; 2025Q1: 53,781 shares; 2025Q2: 54,133 shares 54,133 $3.24M 0.03% +352 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,853 shares; 2024Q4: 9,853 shares; 2025Q1: 33,243 shares; 2025Q2: 35,178 shares 35,178 $3.24M 0.03% +1,935 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,998 shares; 2024Q4: 30,437 shares; 2025Q1: 38,734 shares; 2025Q2: 41,391 shares 41,391 $3.23M 0.03% +2,657 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,504 shares; 2025Q2: 35,684 shares 35,684 $3.22M 0.03% +180 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,983 shares; 2024Q4: 154,127 shares; 2025Q1: 149,940 shares; 2025Q2: 151,668 shares 151,668 $3.21M 0.03% +1,728 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 19,624 shares; 2025Q1: 20,349 shares; 2025Q2: 22,425 shares 22,425 $3.18M 0.03% +2,076 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,487 shares; 2024Q4: 994,002 shares; 2025Q1: 1,003,072 shares; 2025Q2: 12,448 shares 12,448 $3.15M 0.03% -990,624 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,005 shares; 2024Q4: 32,900 shares; 2025Q1: 32,191 shares; 2025Q2: 31,858 shares 31,858 $3.15M 0.03% -333 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,394 shares; 2025Q2: 11,215 shares 11,215 $3.14M 0.03% +821 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,458 shares; 2024Q4: 7,897 shares; 2025Q1: 8,091 shares; 2025Q2: 18,656 shares 18,656 $3.13M 0.03% +10,565 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,440 shares; 2024Q4: 62,429 shares; 2025Q1: 54,380 shares; 2025Q2: 52,434 shares 52,434 $3.12M 0.03% -1,946 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,081 shares; 2024Q4: 12,246 shares; 2025Q1: 14,405 shares; 2025Q2: 12,616 shares 12,616 $3.12M 0.03% -1,789 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 29,663 shares; 2025Q1: 38,094 shares; 2025Q2: 38,446 shares 38,446 $3.1M 0.03% +352 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,287 shares; 2024Q4: 15,998 shares; 2025Q1: 17,004 shares; 2025Q2: 28,016 shares 28,016 $3.1M 0.03% +11,012 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,879 shares; 2025Q1: 7,889 shares; 2025Q2: 9,541 shares 9,541 $3.08M 0.03% +1,652 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 10,167 shares; 2025Q1: 25,849 shares; 2025Q2: 27,143 shares 27,143 $3.08M 0.03% +1,294 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares 27,000 $3.05M 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 3,866 shares; 2025Q1: 3,798 shares; 2025Q2: 3,830 shares 3,830 $3.05M 0.03% +32 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,486 shares; 2024Q4: 52,849 shares; 2025Q1: 8,733 shares; 2025Q2: 8,837 shares 8,837 $3.03M 0.03% +104 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,675 shares; 2025Q1: 26,910 shares; 2025Q2: 31,103 shares 31,103 $3.03M 0.03% +4,193 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 6,177 shares; 2025Q1: 33,511 shares; 2025Q2: 29,834 shares 29,834 $3M 0.03% -3,677 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,749 shares; 2024Q4: 98,350 shares; 2025Q1: 75,701 shares; 2025Q2: 71,537 shares 71,537 $2.98M 0.03% -4,164 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,265 shares; 2024Q4: 18,832 shares; 2025Q1: 18,402 shares; 2025Q2: 20,347 shares 20,347 $2.96M 0.03% +1,945 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,844 shares; 2024Q4: 7,829 shares; 2025Q1: 9,473 shares; 2025Q2: 10,027 shares 10,027 $2.92M 0.03% +554 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 7,452 shares; 2025Q1: 28,654 shares; 2025Q2: 36,034 shares 36,034 $2.89M 0.03% +7,380 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,221 shares; 2024Q4: 58,296 shares; 2025Q1: 59,373 shares; 2025Q2: 70,139 shares 70,139 $2.88M 0.03% +10,766 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,889 shares; 2024Q4: 19,392 shares; 2025Q1: 23,649 shares; 2025Q2: 13,581 shares 13,581 $2.85M 0.03% -10,068 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 8,688 shares; 2025Q1: 12,370 shares; 2025Q2: 12,918 shares 12,918 $2.82M 0.03% +548 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,706 shares; 2025Q1: 13,733 shares; 2025Q2: 16,317 shares 16,317 $2.81M 0.03% +2,584 Timeline