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: 10,519,868 shares; 2024Q4: 10,327,515 shares; 2025Q1: 10,325,979 shares; 2025Q2: 10,243,192 shares 10,243,192 $1.62B 5.59% -82,787 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: 2,859,839 shares; 2024Q4: 2,881,830 shares; 2025Q1: 2,902,994 shares; 2025Q2: 2,918,425 shares 2,918,425 $1.45B 5.02% +15,431 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: 6,182,053 shares; 2024Q4: 6,159,063 shares; 2025Q1: 6,129,692 shares; 2025Q2: 6,063,214 shares 6,063,214 $1.24B 4.3% -66,478 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: 1,678,845 shares; 2024Q4: 1,705,415 shares; 2025Q1: 1,689,117 shares; 2025Q2: 1,685,482 shares 1,685,482 $1.05B 3.62% -3,635 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: 3,728,540 shares; 2024Q4: 3,751,189 shares; 2025Q1: 3,850,838 shares; 2025Q2: 3,910,686 shares 3,910,686 $858M 2.97% +59,848 Timeline OEF 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: 2,366,621 shares; 2024Q4: 2,363,968 shares; 2025Q1: 2,447,789 shares; 2025Q2: 2,682,128 shares 2,682,128 $816M 2.82% +234,339 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: 2,944,742 shares; 2024Q4: 2,938,060 shares; 2025Q1: 2,952,055 shares; 2025Q2: 2,946,233 shares 2,946,233 $812M 2.81% -5,822 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: 4,019,303 shares; 2024Q4: 4,016,525 shares; 2025Q1: 3,986,971 shares; 2025Q2: 3,956,257 shares 3,956,257 $697M 2.41% -30,714 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: 2,242,497 shares; 2024Q4: 2,201,007 shares; 2025Q1: 2,184,979 shares; 2025Q2: 2,269,020 shares 2,269,020 $658M 2.27% +84,041 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: 711,127 shares; 2024Q4: 736,387 shares; 2025Q1: 752,584 shares; 2025Q2: 769,408 shares 769,408 $568M 1.96% +16,824 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: 711,065 shares; 2024Q4: 709,327 shares; 2025Q1: 700,597 shares; 2025Q2: 702,429 shares 702,429 $395M 1.36% +1,832 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: 452,838 shares; 2024Q4: 445,662 shares; 2025Q1: 451,169 shares; 2025Q2: 462,578 shares 462,578 $361M 1.25% +11,409 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: 2,323,263 shares; 2024Q4: 2,270,871 shares; 2025Q1: 2,259,864 shares; 2025Q2: 2,213,502 shares 2,213,502 $353M 1.22% -46,362 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: 948,294 shares; 2024Q4: 950,990 shares; 2025Q1: 951,199 shares; 2025Q2: 941,304 shares 941,304 $345M 1.19% -9,895 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: 717,367 shares; 2024Q4: 670,115 shares; 2025Q1: 589,505 shares; 2025Q2: 602,096 shares 602,096 $342M 1.18% +12,591 Timeline SPHQ 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: 4,356,752 shares; 2024Q4: 4,332,764 shares; 2025Q1: 4,347,485 shares; 2025Q2: 4,250,785 shares 4,250,785 $303M 1.05% -96,700 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: 553,612 shares; 2024Q4: 520,523 shares; 2025Q1: 503,037 shares; 2025Q2: 487,535 shares 487,535 $301M 1.04% -15,502 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: 5,035,403 shares; 2024Q4: 4,944,371 shares; 2025Q1: 4,858,784 shares; 2025Q2: 4,695,686 shares 4,695,686 $291M 1.01% -163,098 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: 685,195 shares; 2024Q4: 1,374,653 shares; 2025Q1: 1,370,400 shares; 2025Q2: 1,378,156 shares 1,378,156 $282M 0.97% +7,756 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: 2,549,725 shares; 2024Q4: 2,456,834 shares; 2025Q1: 2,633,535 shares; 2025Q2: 3,270,318 shares 3,270,318 $273M 0.94% +636,783 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: 1,619,206 shares; 2024Q4: 1,468,193 shares; 2025Q1: 1,440,477 shares; 2025Q2: 1,454,878 shares 1,454,878 $270M 0.93% +14,401 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: 1,170,833 shares; 2024Q4: 1,174,621 shares; 2025Q1: 1,202,286 shares; 2025Q2: 1,218,157 shares 1,218,157 $266M 0.92% +15,871 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: 500,200 shares; 2024Q4: 504,569 shares; 2025Q1: 524,766 shares; 2025Q2: 535,086 shares 535,086 $260M 0.9% +10,320 Timeline VXF 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: 1,501,130 shares; 2024Q4: 1,159,940 shares; 2025Q1: 1,200,325 shares; 2025Q2: 1,243,904 shares 1,243,904 $240M 0.83% +43,579 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: 2,527,528 shares; 2024Q4: 2,550,517 shares; 2025Q1: 2,617,938 shares; 2025Q2: 2,431,478 shares 2,431,478 $238M 0.82% -186,460 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: 5,562,116 shares; 2024Q4: 5,560,687 shares; 2025Q1: 5,653,757 shares; 2025Q2: 4,971,249 shares 4,971,249 $235M 0.81% -682,508 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: 235,642 shares; 2024Q4: 228,641 shares; 2025Q1: 228,917 shares; 2025Q2: 231,821 shares 231,821 $229M 0.79% +2,904 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: 2,050,519 shares; 2024Q4: 2,071,113 shares; 2025Q1: 2,075,735 shares; 2025Q2: 2,078,078 shares 2,078,078 $224M 0.77% +2,343 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: 2,055,280 shares; 2024Q4: 2,175,313 shares; 2025Q1: 2,127,434 shares; 2025Q2: 1,989,900 shares 1,989,900 $217M 0.75% -137,534 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: 1,514,494 shares; 2024Q4: 1,506,337 shares; 2025Q1: 1,514,441 shares; 2025Q2: 1,513,135 shares 1,513,135 $213M 0.74% -1,306 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: 1,267,369 shares; 2024Q4: 1,255,669 shares; 2025Q1: 1,223,857 shares; 2025Q2: 1,190,424 shares 1,190,424 $211M 0.73% -33,433 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: 518,214 shares; 2024Q4: 510,018 shares; 2025Q1: 508,808 shares; 2025Q2: 501,210 shares 501,210 $195M 0.67% -7,598 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: 2,202,268 shares; 2024Q4: 2,152,033 shares; 2025Q1: 2,126,770 shares; 2025Q2: 2,088,913 shares 2,088,913 $192M 0.66% -37,857 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: 1,293,811 shares; 2024Q4: 1,293,982 shares; 2025Q1: 1,280,278 shares; 2025Q2: 1,326,375 shares 1,326,375 $180M 0.62% +46,097 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: 3,078,085 shares; 2024Q4: 2,990,041 shares; 2025Q1: 2,985,114 shares; 2025Q2: 3,022,399 shares 3,022,399 $172M 0.6% +37,285 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: 428,468 shares; 2024Q4: 421,558 shares; 2025Q1: 409,589 shares; 2025Q2: 396,411 shares 396,411 $168M 0.58% -13,178 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: 388,045 shares; 2024Q4: 406,199 shares; 2025Q1: 429,901 shares; 2025Q2: 464,278 shares 464,278 $166M 0.57% +34,377 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: 1,169,251 shares; 2024Q4: 1,127,777 shares; 2025Q1: 1,078,900 shares; 2025Q2: 1,062,739 shares 1,062,739 $162M 0.56% -16,161 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: 1,408,675 shares; 2024Q4: 1,895,031 shares; 2025Q1: 2,046,629 shares; 2025Q2: 2,691,908 shares 2,691,908 $162M 0.56% +645,279 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: 542,701 shares; 2024Q4: 543,713 shares; 2025Q1: 544,806 shares; 2025Q2: 548,735 shares 548,735 $160M 0.55% +3,929 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: 427,426 shares; 2024Q4: 411,889 shares; 2025Q1: 413,442 shares; 2025Q2: 417,752 shares 417,752 $148M 0.51% +4,310 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: 1,469,960 shares; 2024Q4: 1,443,425 shares; 2025Q1: 1,711,618 shares; 2025Q2: 2,093,402 shares 2,093,402 $145M 0.5% +381,784 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: 191,788 shares; 2024Q4: 205,747 shares; 2025Q1: 227,253 shares; 2025Q2: 203,628 shares 203,628 $144M 0.5% -23,625 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: 607,626 shares; 2024Q4: 599,438 shares; 2025Q1: 605,222 shares; 2025Q2: 631,275 shares 631,275 $141M 0.49% +26,053 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: 292,352 shares; 2024Q4: 291,039 shares; 2025Q1: 293,753 shares; 2025Q2: 298,082 shares 298,082 $140M 0.48% +4,329 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: 82,105 shares; 2024Q4: 84,456 shares; 2025Q1: 93,872 shares; 2025Q2: 104,095 shares 104,095 $139M 0.48% +10,223 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: 1,795,466 shares; 2024Q4: 1,739,438 shares; 2025Q1: 1,718,024 shares; 2025Q2: 1,563,702 shares 1,563,702 $139M 0.48% -154,322 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: 735,613 shares; 2024Q4: 702,984 shares; 2025Q1: 673,200 shares; 2025Q2: 629,487 shares 629,487 $136M 0.47% -43,713 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: 354,999 shares; 2024Q4: 374,723 shares; 2025Q1: 410,882 shares; 2025Q2: 427,488 shares 427,488 $136M 0.47% +16,606 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: 706,106 shares; 2024Q4: 705,400 shares; 2025Q1: 742,600 shares; 2025Q2: 720,961 shares 720,961 $134M 0.46% -21,639 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: 612,239 shares; 2024Q4: 611,224 shares; 2025Q1: 592,820 shares; 2025Q2: 574,826 shares 574,826 $132M 0.46% -17,994 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: 406,431 shares; 2024Q4: 398,558 shares; 2025Q1: 387,907 shares; 2025Q2: 387,523 shares 387,523 $132M 0.45% -384 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: 300,136 shares; 2024Q4: 335,053 shares; 2025Q1: 347,381 shares; 2025Q2: 321,225 shares 321,225 $130M 0.45% -26,156 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: 186,934 shares; 2024Q4: 199,932 shares; 2025Q1: 224,140 shares; 2025Q2: 232,533 shares 232,533 $126M 0.44% +8,393 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: 474,378 shares; 2024Q4: 476,285 shares; 2025Q1: 467,687 shares; 2025Q2: 404,680 shares 404,680 $126M 0.44% -63,007 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: 1,662,543 shares; 2024Q4: 1,672,567 shares; 2025Q1: 1,652,483 shares; 2025Q2: 1,701,701 shares 1,701,701 $120M 0.42% +49,218 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: 1,129,209 shares; 2024Q4: 1,130,735 shares; 2025Q1: 1,148,236 shares; 2025Q2: 1,125,112 shares 1,125,112 $120M 0.42% -23,124 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: 243,753 shares; 2024Q4: 235,836 shares; 2025Q1: 230,924 shares; 2025Q2: 234,645 shares 234,645 $119M 0.41% +3,721 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: 466,978 shares; 2024Q4: 449,225 shares; 2025Q1: 433,459 shares; 2025Q2: 426,309 shares 426,309 $119M 0.41% -7,150 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: 544,941 shares; 2024Q4: 532,045 shares; 2025Q1: 514,857 shares; 2025Q2: 508,719 shares 508,719 $118M 0.41% -6,138 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: 2,094,773 shares; 2024Q4: 2,044,780 shares; 2025Q1: 1,967,823 shares; 2025Q2: 1,665,881 shares 1,665,881 $116M 0.4% -301,942 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: 982,943 shares; 2024Q4: 951,029 shares; 2025Q1: 918,711 shares; 2025Q2: 924,676 shares 924,676 $114M 0.39% +5,965 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: 919,669 shares; 2024Q4: 850,793 shares; 2025Q1: 838,048 shares; 2025Q2: 796,576 shares 796,576 $114M 0.39% -41,472 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: 1,125,460 shares; 2024Q4: 1,139,291 shares; 2025Q1: 1,180,318 shares; 2025Q2: 1,379,809 shares 1,379,809 $111M 0.38% +199,491 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: 320,796 shares; 2024Q4: 320,806 shares; 2025Q1: 380,720 shares; 2025Q2: 369,590 shares 369,590 $110M 0.38% -11,130 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: 149,893 shares; 2024Q4: 149,811 shares; 2025Q1: 160,853 shares; 2025Q2: 155,738 shares 155,738 $109M 0.38% -5,115 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: 334,127 shares; 2024Q4: 328,190 shares; 2025Q1: 346,656 shares; 2025Q2: 313,288 shares 313,288 $108M 0.37% -33,368 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: 1,488,656 shares; 2024Q4: 1,410,002 shares; 2025Q1: 1,286,369 shares; 2025Q2: 1,202,742 shares 1,202,742 $108M 0.37% -83,627 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: 568,840 shares; 2024Q4: 556,177 shares; 2025Q1: 534,881 shares; 2025Q2: 523,458 shares 523,458 $107M 0.37% -11,423 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: 489,798 shares; 2024Q4: 506,941 shares; 2025Q1: 542,502 shares; 2025Q2: 563,903 shares 563,903 $103M 0.36% +21,401 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: 392,684 shares; 2024Q4: 386,591 shares; 2025Q1: 385,388 shares; 2025Q2: 397,331 shares 397,331 $101M 0.35% +11,943 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: 465,634 shares; 2024Q4: 466,588 shares; 2025Q1: 472,379 shares; 2025Q2: 482,564 shares 482,564 $100M 0.35% +10,185 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: 86,960 shares; 2024Q4: 87,902 shares; 2025Q1: 95,436 shares; 2025Q2: 95,870 shares 95,870 $98.6M 0.34% +434 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: 523,048 shares; 2024Q4: 522,526 shares; 2025Q1: 500,256 shares; 2025Q2: 494,141 shares 494,141 $97.6M 0.34% -6,115 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: 208,964 shares; 2024Q4: 201,147 shares; 2025Q1: 194,763 shares; 2025Q2: 189,235 shares 189,235 $97M 0.34% -5,528 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: 324,781 shares; 2024Q4: 318,057 shares; 2025Q1: 313,280 shares; 2025Q2: 307,748 shares 307,748 $94.9M 0.33% -5,532 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: 411,541 shares; 2024Q4: 424,718 shares; 2025Q1: 326,197 shares; 2025Q2: 365,715 shares 365,715 $94.1M 0.33% +39,518 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,395 shares; 2024Q4: 334,918 shares; 2025Q1: 326,855 shares; 2025Q2: 302,657 shares 302,657 $92M 0.32% -24,198 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,061 shares; 2024Q4: 591,343 shares; 2025Q1: 563,170 shares; 2025Q2: 544,419 shares 544,419 $90.4M 0.31% -18,751 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,532 shares; 2024Q4: 600,202 shares; 2025Q1: 592,961 shares; 2025Q2: 602,963 shares 602,963 $89.8M 0.31% +10,002 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: 603,125 shares; 2024Q4: 572,077 shares; 2025Q1: 561,426 shares; 2025Q2: 490,447 shares 490,447 $89.8M 0.31% -70,979 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: 231,369 shares; 2024Q4: 218,999 shares; 2025Q1: 212,101 shares; 2025Q2: 203,555 shares 203,555 $89.2M 0.31% -8,546 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: 717,251 shares; 2025Q1: 810,167 shares; 2025Q2: 838,000 shares 838,000 $85.7M 0.3% +27,833 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: 742,199 shares; 2024Q4: 712,618 shares; 2025Q1: 686,374 shares; 2025Q2: 689,039 shares 689,039 $85.4M 0.3% +2,665 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,495 shares; 2024Q4: 306,657 shares; 2025Q1: 300,367 shares; 2025Q2: 295,334 shares 295,334 $84.3M 0.29% -5,033 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: 349,057 shares; 2024Q4: 331,302 shares; 2025Q1: 306,720 shares; 2025Q2: 301,333 shares 301,333 $84.1M 0.29% -5,387 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: 1,683,867 shares; 2024Q4: 1,602,225 shares; 2025Q1: 1,601,980 shares; 2025Q2: 1,680,576 shares 1,680,576 $83.1M 0.29% +78,596 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: 817,595 shares; 2024Q4: 770,939 shares; 2025Q1: 738,402 shares; 2025Q2: 727,471 shares 727,471 $80.1M 0.28% -10,931 Timeline IGF 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: 1,228,796 shares; 2024Q4: 1,354,116 shares; 2025Q1: 1,342,373 shares; 2025Q2: 1,340,424 shares 1,340,424 $79.4M 0.27% -1,949 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: 1,038,191 shares; 2024Q4: 3,038,718 shares; 2025Q1: 3,129,487 shares; 2025Q2: 2,988,956 shares 2,988,956 $79.2M 0.27% -140,531 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: 519,611 shares; 2024Q4: 518,970 shares; 2025Q1: 528,169 shares; 2025Q2: 517,071 shares 517,071 $75.5M 0.26% -11,098 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: 663,412 shares; 2024Q4: 631,065 shares; 2025Q1: 594,355 shares; 2025Q2: 559,285 shares 559,285 $73.8M 0.26% -35,070 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: 73,795 shares; 2025Q1: 71,488 shares; 2025Q2: 70,261 shares 70,261 $73.7M 0.25% -1,227 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: 317,590 shares; 2024Q4: 313,953 shares; 2025Q1: 305,643 shares; 2025Q2: 296,678 shares 296,678 $73.4M 0.25% -8,965 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: 365,013 shares; 2024Q4: 345,185 shares; 2025Q1: 323,709 shares; 2025Q2: 308,790 shares 308,790 $73.2M 0.25% -14,919 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: 293,695 shares; 2024Q4: 289,294 shares; 2025Q1: 297,704 shares; 2025Q2: 300,571 shares 300,571 $71.6M 0.25% +2,867 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: 231,945 shares; 2024Q4: 231,277 shares; 2025Q1: 232,778 shares; 2025Q2: 238,721 shares 238,721 $69.6M 0.24% +5,943 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: 230,979 shares; 2024Q4: 238,731 shares; 2025Q1: 262,168 shares; 2025Q2: 250,348 shares 250,348 $68.3M 0.24% -11,820 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: 124,341 shares; 2024Q4: 108,314 shares; 2025Q1: 270,568 shares; 2025Q2: 321,666 shares 321,666 $67.4M 0.23% +51,098 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: 942,764 shares; 2024Q4: 1,080,682 shares; 2025Q1: 1,224,663 shares; 2025Q2: 1,319,673 shares 1,319,673 $66.9M 0.23% +95,010 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: 821,577 shares; 2024Q4: 866,932 shares; 2025Q1: 813,286 shares; 2025Q2: 847,680 shares 847,680 $66.7M 0.23% +34,394 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: 669,366 shares; 2024Q4: 643,732 shares; 2025Q1: 668,296 shares; 2025Q2: 657,805 shares 657,805 $65.3M 0.23% -10,491 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: 2,785,936 shares; 2024Q4: 2,627,106 shares; 2025Q1: 2,778,113 shares; 2025Q2: 2,680,543 shares 2,680,543 $65M 0.22% -97,570 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: 486,403 shares; 2024Q4: 470,453 shares; 2025Q1: 510,495 shares; 2025Q2: 576,752 shares 576,752 $63M 0.22% +66,257 Timeline ESGD 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: 1,801,667 shares; 2024Q4: 1,380,210 shares; 2025Q1: 1,288,831 shares; 2025Q2: 695,850 shares 695,850 $62.1M 0.21% -592,981 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: 321,245 shares; 2024Q4: 315,071 shares; 2025Q1: 305,356 shares; 2025Q2: 279,313 shares 279,313 $62M 0.21% -26,043 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: 437,824 shares; 2024Q4: 423,613 shares; 2025Q1: 410,449 shares; 2025Q2: 386,370 shares 386,370 $61.5M 0.21% -24,079 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: 356,077 shares; 2024Q4: 337,280 shares; 2025Q1: 320,212 shares; 2025Q2: 312,802 shares 312,802 $60.8M 0.21% -7,410 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: 197,897 shares; 2024Q4: 183,860 shares; 2025Q1: 185,152 shares; 2025Q2: 187,921 shares 187,921 $59.9M 0.21% +2,769 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: 530,693 shares; 2024Q4: 489,291 shares; 2025Q1: 455,863 shares; 2025Q2: 442,294 shares 442,294 $59M 0.2% -13,569 Timeline SPGP 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: 1,274,526 shares; 2024Q4: 1,052,461 shares; 2025Q1: 1,008,691 shares; 2025Q2: 545,151 shares 545,151 $58.7M 0.2% -463,540 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,453 shares; 2024Q4: 116,439 shares; 2025Q1: 110,784 shares; 2025Q2: 109,334 shares 109,334 $57.7M 0.2% -1,450 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,181 shares; 2024Q4: 236,462 shares; 2025Q1: 233,524 shares; 2025Q2: 242,954 shares 242,954 $55.6M 0.19% +9,430 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: 206,714 shares; 2024Q4: 197,886 shares; 2025Q1: 187,622 shares; 2025Q2: 181,126 shares 181,126 $55.2M 0.19% -6,496 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: 632,877 shares; 2024Q4: 629,246 shares; 2025Q1: 678,728 shares; 2025Q2: 697,439 shares 697,439 $54M 0.19% +18,711 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: 315,748 shares; 2024Q4: 309,729 shares; 2025Q1: 297,492 shares; 2025Q2: 290,480 shares 290,480 $51.3M 0.18% -7,012 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: 421,460 shares; 2024Q4: 445,540 shares; 2025Q1: 367,582 shares; 2025Q2: 357,003 shares 357,003 $50.7M 0.18% -10,579 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: 36,781 shares; 2024Q4: 36,795 shares; 2025Q1: 37,014 shares; 2025Q2: 558,884 shares 558,884 $50.4M 0.17% +521,870 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: 198,101 shares; 2024Q4: 189,359 shares; 2025Q1: 174,550 shares; 2025Q2: 171,611 shares 171,611 $49.7M 0.17% -2,939 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: 854,431 shares; 2024Q4: 740,633 shares; 2025Q1: 680,395 shares; 2025Q2: 622,977 shares 622,977 $49.3M 0.17% -57,418 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,940 shares; 2024Q4: 263,429 shares; 2025Q1: 252,233 shares; 2025Q2: 250,958 shares 250,958 $49M 0.17% -1,275 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: 84,793 shares; 2024Q4: 87,578 shares; 2025Q1: 96,442 shares; 2025Q2: 91,748 shares 91,748 $48.5M 0.17% -4,694 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: 287,393 shares; 2024Q4: 296,463 shares; 2025Q1: 312,210 shares; 2025Q2: 406,305 shares 406,305 $47.9M 0.17% +94,095 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: 168,019 shares; 2024Q4: 162,914 shares; 2025Q1: 167,613 shares; 2025Q2: 162,375 shares 162,375 $47.9M 0.17% -5,238 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: 185,964 shares; 2024Q4: 175,453 shares; 2025Q1: 176,099 shares; 2025Q2: 172,741 shares 172,741 $46.5M 0.16% -3,358 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: 31,286 shares; 2024Q4: 44,609 shares; 2025Q1: 68,241 shares; 2025Q2: 88,113 shares 88,113 $44.9M 0.16% +19,872 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: 450,510 shares; 2024Q4: 472,487 shares; 2025Q1: 494,104 shares; 2025Q2: 586,234 shares 586,234 $42.6M 0.15% +92,130 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: 247,058 shares; 2024Q4: 239,532 shares; 2025Q1: 206,262 shares; 2025Q2: 192,430 shares 192,430 $42.1M 0.15% -13,832 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: 293,668 shares; 2024Q4: 293,094 shares; 2025Q1: 369,101 shares; 2025Q2: 378,923 shares 378,923 $42M 0.15% +9,822 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: 703,039 shares; 2024Q4: 705,262 shares; 2025Q1: 763,005 shares; 2025Q2: 744,931 shares 744,931 $41.8M 0.14% -18,074 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,562 shares; 2024Q4: 685,696 shares; 2025Q1: 659,628 shares; 2025Q2: 580,134 shares 580,134 $41.2M 0.14% -79,494 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333,136 shares; 2024Q4: 3,579,117 shares; 2025Q1: 3,802,658 shares; 2025Q2: 3,831,334 shares 3,831,334 $40M 0.14% +28,676 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: 88,562 shares; 2024Q4: 89,407 shares; 2025Q1: 95,843 shares; 2025Q2: 99,633 shares 99,633 $39.4M 0.14% +3,790 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: 1,212,473 shares; 2024Q4: 1,190,393 shares; 2025Q1: 1,334,055 shares; 2025Q2: 1,267,323 shares 1,267,323 $38.9M 0.13% -66,732 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: 215,622 shares; 2024Q4: 212,316 shares; 2025Q1: 115,061 shares; 2025Q2: 99,773 shares 99,773 $38.6M 0.13% -15,288 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: 48,840 shares; 2024Q4: 47,575 shares; 2025Q1: 48,168 shares; 2025Q2: 48,031 shares 48,031 $37.8M 0.13% -137 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: 153,959 shares; 2024Q4: 150,179 shares; 2025Q1: 146,748 shares; 2025Q2: 132,951 shares 132,951 $37.5M 0.13% -13,797 Timeline AVDE 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: 309,665 shares; 2024Q4: 416,970 shares; 2025Q1: 467,708 shares; 2025Q2: 497,457 shares 497,457 $36.8M 0.13% +29,749 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: 609,894 shares; 2024Q4: 602,938 shares; 2025Q1: 617,712 shares; 2025Q2: 700,340 shares 700,340 $36.7M 0.13% +82,628 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,231 shares; 2024Q4: 933,481 shares; 2025Q1: 803,863 shares; 2025Q2: 755,646 shares 755,646 $36.5M 0.13% -48,217 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: 493,189 shares; 2024Q4: 474,190 shares; 2025Q1: 469,050 shares; 2025Q2: 429,646 shares 429,646 $36.4M 0.13% -39,404 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: 89,259 shares; 2024Q4: 87,552 shares; 2025Q1: 78,163 shares; 2025Q2: 77,534 shares 77,534 $35.9M 0.12% -629 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: 848,638 shares; 2024Q4: 815,094 shares; 2025Q1: 797,897 shares; 2025Q2: 787,479 shares 787,479 $35.6M 0.12% -10,418 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,083 shares; 2024Q4: 288,110 shares; 2025Q1: 273,525 shares; 2025Q2: 267,631 shares 267,631 $35.5M 0.12% -5,894 Timeline SMMD 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: 562,560 shares; 2024Q4: 555,258 shares; 2025Q1: 548,480 shares; 2025Q2: 520,073 shares 520,073 $35.3M 0.12% -28,407 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: 490,843 shares; 2024Q4: 413,432 shares; 2025Q1: 401,605 shares; 2025Q2: 383,262 shares 383,262 $34.4M 0.12% -18,343 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: 290,983 shares; 2024Q4: 402,540 shares; 2025Q1: 456,267 shares; 2025Q2: 495,052 shares 495,052 $33.9M 0.12% +38,785 Timeline BGDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,331,674 shares; 2025Q1: 1,332,099 shares; 2025Q2: 1,331,429 shares 1,331,429 $33.7M 0.12% -670 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: 135,889 shares; 2024Q4: 133,596 shares; 2025Q1: 131,094 shares; 2025Q2: 151,095 shares 151,095 $33.4M 0.12% +20,001 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,662 shares; 2024Q4: 235,400 shares; 2025Q1: 219,903 shares; 2025Q2: 221,593 shares 221,593 $32.8M 0.11% +1,690 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: 679,841 shares; 2024Q4: 735,644 shares; 2025Q1: 734,190 shares; 2025Q2: 691,488 shares 691,488 $32M 0.11% -42,702 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,745 shares; 2024Q4: 42,501 shares; 2025Q1: 49,342 shares; 2025Q2: 48,218 shares 48,218 $32M 0.11% -1,124 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: 218,946 shares; 2024Q4: 228,556 shares; 2025Q1: 271,489 shares; 2025Q2: 296,046 shares 296,046 $31.8M 0.11% +24,557 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: 792,638 shares; 2024Q4: 777,172 shares; 2025Q1: 784,950 shares; 2025Q2: 771,022 shares 771,022 $31.7M 0.11% -13,928 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: 22,289 shares; 2024Q4: 27,390 shares; 2025Q1: 31,899 shares; 2025Q2: 146,694 shares 146,694 $31.2M 0.11% +114,795 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,070 shares; 2024Q4: 182,409 shares; 2025Q1: 246,574 shares; 2025Q2: 341,371 shares 341,371 $31.1M 0.11% +94,797 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 4,576 shares; 2025Q1: 4,921 shares; 2025Q2: 5,329 shares 5,329 $30.9M 0.11% +408 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: 458,884 shares; 2024Q4: 455,936 shares; 2025Q1: 455,914 shares; 2025Q2: 454,002 shares 454,002 $30.5M 0.11% -1,912 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,832 shares; 2024Q4: 592,113 shares; 2025Q1: 534,851 shares; 2025Q2: 433,493 shares 433,493 $30.5M 0.11% -101,358 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: 113,786 shares; 2024Q4: 111,771 shares; 2025Q1: 118,314 shares; 2025Q2: 112,563 shares 112,563 $30M 0.1% -5,751 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,624 shares; 2024Q4: 93,386 shares; 2025Q1: 93,635 shares; 2025Q2: 90,272 shares 90,272 $29.6M 0.1% -3,363 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: 221,745 shares; 2024Q4: 219,501 shares; 2025Q1: 215,432 shares; 2025Q2: 211,556 shares 211,556 $29.3M 0.1% -3,876 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: 262,471 shares; 2024Q4: 257,770 shares; 2025Q1: 254,662 shares; 2025Q2: 257,549 shares 257,549 $28M 0.1% +2,887 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,676 shares; 2024Q4: 744,889 shares; 2025Q1: 701,571 shares; 2025Q2: 642,755 shares 642,755 $27.9M 0.1% -58,816 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,280 shares; 2024Q4: 117,024 shares; 2025Q1: 112,539 shares; 2025Q2: 108,344 shares 108,344 $27.7M 0.1% -4,195 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: 78,845 shares; 2024Q4: 75,740 shares; 2025Q1: 72,398 shares; 2025Q2: 100,483 shares 100,483 $27.7M 0.1% +28,085 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: 259,342 shares; 2024Q4: 250,505 shares; 2025Q1: 234,810 shares; 2025Q2: 229,784 shares 229,784 $27.5M 0.1% -5,026 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: 103,345 shares; 2024Q4: 98,965 shares; 2025Q1: 179,584 shares; 2025Q2: 182,843 shares 182,843 $27M 0.09% +3,259 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: 924,420 shares; 2024Q4: 920,855 shares; 2025Q1: 933,782 shares; 2025Q2: 929,992 shares 929,992 $26.9M 0.09% -3,790 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: 191,978 shares; 2024Q4: 179,019 shares; 2025Q1: 192,422 shares; 2025Q2: 170,777 shares 170,777 $26.6M 0.09% -21,645 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: 998,617 shares; 2024Q4: 945,853 shares; 2025Q1: 792,610 shares; 2025Q2: 728,955 shares 728,955 $26M 0.09% -63,655 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,175 shares; 2024Q4: 305,471 shares; 2025Q1: 308,473 shares; 2025Q2: 309,962 shares 309,962 $25.7M 0.09% +1,489 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: 100,756 shares; 2024Q4: 188,403 shares; 2025Q1: 229,900 shares; 2025Q2: 275,264 shares 275,264 $25.7M 0.09% +45,364 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,990 shares; 2024Q4: 94,760 shares; 2025Q1: 99,593 shares; 2025Q2: 93,916 shares 93,916 $25.7M 0.09% -5,677 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,863 shares; 2024Q4: 73,601 shares; 2025Q1: 73,346 shares; 2025Q2: 70,182 shares 70,182 $24.6M 0.09% -3,164 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,576 shares; 2024Q4: 202,764 shares; 2025Q1: 218,045 shares; 2025Q2: 236,504 shares 236,504 $24.5M 0.08% +18,459 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,496 shares; 2024Q4: 463,490 shares; 2025Q1: 574,557 shares; 2025Q2: 705,180 shares 705,180 $23.3M 0.08% +130,623 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,950 shares; 2024Q4: 276,870 shares; 2025Q1: 263,641 shares; 2025Q2: 250,677 shares 250,677 $23M 0.08% -12,964 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: 433,429 shares; 2024Q4: 381,685 shares; 2025Q1: 348,806 shares; 2025Q2: 337,848 shares 337,848 $22.8M 0.08% -10,958 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: 99,480 shares; 2024Q4: 98,365 shares; 2025Q1: 98,912 shares; 2025Q2: 95,104 shares 95,104 $22.6M 0.08% -3,808 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,160 shares; 2024Q4: 177,458 shares; 2025Q1: 179,214 shares; 2025Q2: 175,674 shares 175,674 $21.7M 0.07% -3,540 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,808 shares; 2024Q4: 825,744 shares; 2025Q1: 760,040 shares; 2025Q2: 617,256 shares 617,256 $20.9M 0.07% -142,784 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,682 shares; 2024Q4: 658,282 shares; 2025Q1: 649,963 shares; 2025Q2: 557,239 shares 557,239 $20.6M 0.07% -92,724 Timeline SPYG 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: 45,673 shares; 2024Q4: 111,860 shares; 2025Q1: 179,449 shares; 2025Q2: 203,294 shares 203,294 $19.4M 0.07% +23,845 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: 73,236 shares; 2024Q4: 72,786 shares; 2025Q1: 71,463 shares; 2025Q2: 69,882 shares 69,882 $19.4M 0.07% -1,581 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,692 shares; 2024Q4: 382,866 shares; 2025Q1: 322,071 shares; 2025Q2: 302,842 shares 302,842 $19.2M 0.07% -19,229 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: 486,097 shares; 2024Q4: 462,220 shares; 2025Q1: 457,611 shares; 2025Q2: 439,646 shares 439,646 $19M 0.07% -17,965 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: 175,616 shares; 2024Q4: 209,408 shares; 2025Q1: 255,866 shares; 2025Q2: 334,757 shares 334,757 $18.5M 0.06% +78,891 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: 210,977 shares; 2024Q4: 199,725 shares; 2025Q1: 183,207 shares; 2025Q2: 136,099 shares 136,099 $18.3M 0.06% -47,108 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: 103,640 shares; 2024Q4: 206,861 shares; 2025Q1: 242,599 shares; 2025Q2: 289,807 shares 289,807 $18.2M 0.06% +47,208 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,382 shares; 2024Q4: 260,043 shares; 2025Q1: 243,992 shares; 2025Q2: 224,180 shares 224,180 $18.1M 0.06% -19,812 Timeline ESGE 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: 510,761 shares; 2024Q4: 477,342 shares; 2025Q1: 496,066 shares; 2025Q2: 450,727 shares 450,727 $17.7M 0.06% -45,339 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: 101,152 shares; 2024Q4: 67,114 shares; 2025Q1: 80,096 shares; 2025Q2: 128,098 shares 128,098 $17.5M 0.06% +48,002 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: 106,830 shares; 2024Q4: 104,834 shares; 2025Q1: 104,449 shares; 2025Q2: 100,479 shares 100,479 $17.3M 0.06% -3,970 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: 112,885 shares; 2024Q4: 101,962 shares; 2025Q1: 94,140 shares; 2025Q2: 88,474 shares 88,474 $17.3M 0.06% -5,666 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: 28,939 shares; 2024Q4: 28,643 shares; 2025Q1: 34,845 shares; 2025Q2: 34,227 shares 34,227 $17.2M 0.06% -618 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,345 shares; 2024Q4: 252,572 shares; 2025Q1: 266,348 shares; 2025Q2: 268,371 shares 268,371 $16.8M 0.06% +2,023 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,341 shares; 2024Q4: 53,465 shares; 2025Q1: 52,013 shares; 2025Q2: 54,355 shares 54,355 $16.7M 0.06% +2,342 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,562 shares; 2024Q4: 11,399 shares; 2025Q1: 11,368 shares; 2025Q2: 10,944 shares 10,944 $16.6M 0.06% -424 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: 199,337 shares; 2024Q4: 191,468 shares; 2025Q1: 198,673 shares; 2025Q2: 188,522 shares 188,522 $16.4M 0.06% -10,151 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,655 shares; 2024Q4: 127,189 shares; 2025Q1: 130,529 shares; 2025Q2: 119,792 shares 119,792 $15.8M 0.05% -10,737 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: 69,454 shares; 2024Q4: 62,720 shares; 2025Q1: 61,548 shares; 2025Q2: 68,288 shares 68,288 $15.5M 0.05% +6,740 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,595 shares; 2024Q4: 51,411 shares; 2025Q1: 50,922 shares; 2025Q2: 51,381 shares 51,381 $15.1M 0.05% +459 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: 155,044 shares; 2025Q1: 157,781 shares; 2025Q2: 153,605 shares 153,605 $15M 0.05% -4,176 Timeline SCZ 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: 293,130 shares; 2024Q4: 214,997 shares; 2025Q1: 200,122 shares; 2025Q2: 204,007 shares 204,007 $14.8M 0.05% +3,885 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,735 shares; 2024Q4: 78,922 shares; 2025Q1: 77,780 shares; 2025Q2: 78,214 shares 78,214 $14.7M 0.05% +434 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: 266,800 shares; 2024Q4: 267,950 shares; 2025Q1: 223,309 shares; 2025Q2: 194,396 shares 194,396 $14.7M 0.05% -28,913 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,260 shares; 2024Q4: 295,661 shares; 2025Q1: 303,230 shares; 2025Q2: 264,020 shares 264,020 $14.6M 0.05% -39,210 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 21 shares; 2025Q2: 20 shares 20 $14.6M 0.05% -1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,313 shares; 2024Q4: 94,070 shares; 2025Q1: 89,852 shares; 2025Q2: 88,250 shares 88,250 $14.5M 0.05% -1,602 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: 165,951 shares; 2024Q4: 144,958 shares; 2025Q1: 142,361 shares; 2025Q2: 158,051 shares 158,051 $14.4M 0.05% +15,690 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: 53,021 shares; 2024Q4: 52,079 shares; 2025Q1: 51,217 shares; 2025Q2: 49,970 shares 49,970 $14.3M 0.05% -1,247 Timeline IEF 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: 57,467 shares; 2024Q4: 74,773 shares; 2025Q1: 140,918 shares; 2025Q2: 145,013 shares 145,013 $13.9M 0.05% +4,095 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,820 shares; 2024Q4: 82,974 shares; 2025Q1: 80,427 shares; 2025Q2: 75,437 shares 75,437 $13.8M 0.05% -4,990 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: 83,069 shares; 2024Q4: 81,587 shares; 2025Q1: 82,305 shares; 2025Q2: 90,386 shares 90,386 $13.8M 0.05% +8,081 Timeline SPYV 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: 149,638 shares; 2024Q4: 231,880 shares; 2025Q1: 263,500 shares; 2025Q2: 262,582 shares 262,582 $13.7M 0.05% -918 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: 98,376 shares; 2024Q4: 96,218 shares; 2025Q1: 90,351 shares; 2025Q2: 86,281 shares 86,281 $13.6M 0.05% -4,070 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: 93,533 shares; 2024Q4: 113,274 shares; 2025Q1: 115,736 shares; 2025Q2: 90,738 shares 90,738 $13.6M 0.05% -24,998 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: 39,075 shares; 2024Q4: 157,602 shares; 2025Q1: 193,219 shares; 2025Q2: 181,594 shares 181,594 $13.5M 0.05% -11,625 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: 97,714 shares; 2024Q4: 96,841 shares; 2025Q1: 118,975 shares; 2025Q2: 136,405 shares 136,405 $13.5M 0.05% +17,430 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,270 shares; 2024Q4: 105,204 shares; 2025Q1: 105,505 shares; 2025Q2: 103,523 shares 103,523 $13.3M 0.05% -1,982 Timeline LQD 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: 135,401 shares; 2024Q4: 129,643 shares; 2025Q1: 122,353 shares; 2025Q2: 119,303 shares 119,303 $13.1M 0.05% -3,050 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: 58,086 shares; 2024Q4: 58,472 shares; 2025Q1: 80,460 shares; 2025Q2: 84,905 shares 84,905 $13.1M 0.05% +4,445 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,537 shares; 2024Q4: 134,686 shares; 2025Q1: 139,520 shares; 2025Q2: 121,686 shares 121,686 $12.8M 0.04% -17,834 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: 23,483 shares; 2024Q4: 22,678 shares; 2025Q1: 23,196 shares; 2025Q2: 23,076 shares 23,076 $12.7M 0.04% -120 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: 136,354 shares; 2024Q4: 136,197 shares; 2025Q1: 215,039 shares; 2025Q2: 296,551 shares 296,551 $12.6M 0.04% +81,512 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 6,499 shares; 2025Q1: 40,267 shares; 2025Q2: 64,217 shares 64,217 $12.4M 0.04% +23,950 Timeline ICF 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: 220,045 shares; 2024Q4: 213,097 shares; 2025Q1: 209,671 shares; 2025Q2: 202,818 shares 202,818 $12.4M 0.04% -6,853 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,041 shares; 2024Q4: 143,391 shares; 2025Q1: 139,545 shares; 2025Q2: 135,855 shares 135,855 $12.4M 0.04% -3,690 Timeline SPMD 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: 365,033 shares; 2024Q4: 357,330 shares; 2025Q1: 387,252 shares; 2025Q2: 224,694 shares 224,694 $12.2M 0.04% -162,558 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: 949,513 shares; 2024Q4: 662,388 shares; 2025Q1: 575,366 shares; 2025Q2: 543,128 shares 543,128 $12.2M 0.04% -32,238 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: 76,016 shares; 2024Q4: 73,698 shares; 2025Q1: 71,658 shares; 2025Q2: 42,389 shares 42,389 $12.1M 0.04% -29,269 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: 95,439 shares; 2024Q4: 96,832 shares; 2025Q1: 95,775 shares; 2025Q2: 92,960 shares 92,960 $11.8M 0.04% -2,815 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: 177,058 shares; 2024Q4: 162,339 shares; 2025Q1: 169,749 shares; 2025Q2: 168,970 shares 168,970 $11.7M 0.04% -779 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: 56,071 shares; 2024Q4: 53,973 shares; 2025Q1: 52,799 shares; 2025Q2: 53,034 shares 53,034 $11.5M 0.04% +235 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: 170,269 shares; 2024Q4: 152,923 shares; 2025Q1: 143,822 shares; 2025Q2: 148,900 shares 148,900 $11.1M 0.04% +5,078 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: 27,040 shares; 2024Q4: 26,103 shares; 2025Q1: 25,809 shares; 2025Q2: 24,224 shares 24,224 $10.8M 0.04% -1,585 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,697 shares; 2024Q4: 9,759 shares; 2025Q1: 13,447 shares; 2025Q2: 13,432 shares 13,432 $10.8M 0.04% -15 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,562 shares; 2024Q4: 133,533 shares; 2025Q1: 128,217 shares; 2025Q2: 121,381 shares 121,381 $10.7M 0.04% -6,836 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: 141,034 shares; 2024Q4: 130,030 shares; 2025Q1: 128,727 shares; 2025Q2: 124,864 shares 124,864 $10.6M 0.04% -3,863 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: 179,008 shares; 2024Q4: 148,491 shares; 2025Q1: 143,117 shares; 2025Q2: 135,656 shares 135,656 $10.5M 0.04% -7,461 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: 160,309 shares; 2024Q4: 142,691 shares; 2025Q1: 129,992 shares; 2025Q2: 126,773 shares 126,773 $10.2M 0.04% -3,219 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: 95,142 shares; 2024Q4: 108,128 shares; 2025Q1: 96,035 shares; 2025Q2: 96,642 shares 96,642 $10.1M 0.03% +607 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,276 shares; 2024Q4: 107,487 shares; 2025Q1: 108,360 shares; 2025Q2: 108,279 shares 108,279 $9.94M 0.03% -81 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: 86,111 shares; 2024Q4: 94,046 shares; 2025Q1: 107,490 shares; 2025Q2: 109,016 shares 109,016 $9.93M 0.03% +1,526 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,349 shares; 2024Q4: 24,190 shares; 2025Q1: 20,743 shares; 2025Q2: 18,942 shares 18,942 $9.47M 0.03% -1,801 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,303 shares; 2024Q4: 121,101 shares; 2025Q1: 122,499 shares; 2025Q2: 122,482 shares 122,482 $9.29M 0.03% -17 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: 9,121 shares; 2024Q4: 7,234 shares; 2025Q1: 9,405 shares; 2025Q2: 12,621 shares 12,621 $9.23M 0.03% +3,216 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: 24,915 shares; 2024Q4: 24,612 shares; 2025Q1: 24,818 shares; 2025Q2: 25,447 shares 25,447 $9.08M 0.03% +629 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,619 shares; 2024Q4: 10,479 shares; 2025Q1: 10,567 shares; 2025Q2: 10,057 shares 10,057 $9.01M 0.03% -510 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: 25,179 shares; 2024Q4: 25,440 shares; 2025Q1: 26,314 shares; 2025Q2: 26,508 shares 26,508 $8.76M 0.03% +194 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: 100,287 shares; 2024Q4: 109,826 shares; 2025Q1: 119,578 shares; 2025Q2: 118,288 shares 118,288 $8.71M 0.03% -1,290 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,186 shares; 2024Q4: 84,335 shares; 2025Q1: 82,722 shares; 2025Q2: 82,321 shares 82,321 $8.58M 0.03% -401 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,681 shares; 2024Q4: 73,160 shares; 2025Q1: 70,470 shares; 2025Q2: 69,354 shares 69,354 $8.57M 0.03% -1,116 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: 8,392 shares; 2024Q4: 11,019 shares; 2025Q1: 11,059 shares; 2025Q2: 10,774 shares 10,774 $8.57M 0.03% -285 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: 24,652 shares; 2024Q4: 37,020 shares; 2025Q1: 36,901 shares; 2025Q2: 46,742 shares 46,742 $8.49M 0.03% +9,841 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,739 shares; 2024Q4: 289,921 shares; 2025Q1: 270,215 shares; 2025Q2: 260,291 shares 260,291 $8.49M 0.03% -9,924 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: 68,084 shares; 2024Q4: 65,984 shares; 2025Q1: 62,968 shares; 2025Q2: 36,363 shares 36,363 $8.27M 0.03% -26,605 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: 26,691 shares; 2024Q4: 27,094 shares; 2025Q1: 27,671 shares; 2025Q2: 25,678 shares 25,678 $8.22M 0.03% -1,993 Timeline IJT 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: 68,331 shares; 2024Q4: 67,742 shares; 2025Q1: 64,521 shares; 2025Q2: 61,125 shares 61,125 $8.13M 0.03% -3,396 Timeline TLT 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: 43,948 shares; 2024Q4: 54,860 shares; 2025Q1: 77,271 shares; 2025Q2: 91,692 shares 91,692 $8.09M 0.03% +14,421 Timeline IGSB 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: 164,814 shares; 2024Q4: 152,326 shares; 2025Q1: 167,861 shares; 2025Q2: 153,332 shares 153,332 $8.09M 0.03% -14,529 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,510 shares; 2024Q4: 27,023 shares; 2025Q1: 67,815 shares; 2025Q2: 144,433 shares 144,433 $8M 0.03% +76,618 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,873 shares; 2024Q4: 39,048 shares; 2025Q1: 42,924 shares; 2025Q2: 44,451 shares 44,451 $7.75M 0.03% +1,527 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: 98,735 shares; 2024Q4: 91,834 shares; 2025Q1: 87,745 shares; 2025Q2: 85,187 shares 85,187 $7.74M 0.03% -2,558 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 17,148 shares; 2025Q1: 25,591 shares; 2025Q2: 31,338 shares 31,338 $7.61M 0.03% +5,747 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,645 shares; 2024Q4: 72,321 shares; 2025Q1: 71,877 shares; 2025Q2: 71,297 shares 71,297 $7.58M 0.03% -580 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: 205,908 shares; 2024Q4: 219,564 shares; 2025Q1: 212,467 shares; 2025Q2: 136,940 shares 136,940 $7.55M 0.03% -75,527 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: 95,093 shares; 2024Q4: 93,113 shares; 2025Q1: 73,979 shares; 2025Q2: 71,276 shares 71,276 $7.52M 0.03% -2,703 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,089 shares; 2024Q4: 51,868 shares; 2025Q1: 30,713 shares; 2025Q2: 45,223 shares 45,223 $7.5M 0.03% +14,510 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,717 shares; 2024Q4: 28,648 shares; 2025Q1: 28,715 shares; 2025Q2: 28,505 shares 28,505 $7.48M 0.03% -210 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,934 shares; 2024Q4: 89,708 shares; 2025Q1: 103,263 shares; 2025Q2: 102,017 shares 102,017 $7.47M 0.03% -1,246 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,135 shares; 2024Q4: 106,047 shares; 2025Q1: 88,172 shares; 2025Q2: 86,961 shares 86,961 $7.44M 0.03% -1,211 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: 43,397 shares; 2024Q4: 43,644 shares; 2025Q1: 43,216 shares; 2025Q2: 43,942 shares 43,942 $7.41M 0.03% +726 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 16,198 shares; 2025Q1: 16,607 shares; 2025Q2: 18,936 shares 18,936 $7.37M 0.03% +2,329 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,216 shares; 2024Q4: 59,726 shares; 2025Q1: 56,538 shares; 2025Q2: 52,515 shares 52,515 $7.36M 0.03% -4,023 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: 87,990 shares; 2024Q4: 80,373 shares; 2025Q1: 58,915 shares; 2025Q2: 56,906 shares 56,906 $7.34M 0.03% -2,009 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,034 shares; 2024Q4: 30,907 shares; 2025Q1: 29,481 shares; 2025Q2: 30,804 shares 30,804 $7.23M 0.03% +1,323 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: 60,462 shares; 2024Q4: 60,767 shares; 2025Q1: 47,064 shares; 2025Q2: 45,253 shares 45,253 $7.23M 0.02% -1,811 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,345 shares; 2024Q4: 40,702 shares; 2025Q1: 30,555 shares; 2025Q2: 28,530 shares 28,530 $7.16M 0.02% -2,025 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: 112,906 shares; 2024Q4: 106,833 shares; 2025Q1: 137,822 shares; 2025Q2: 69,642 shares 69,642 $7.03M 0.02% -68,180 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,142 shares; 2025Q1: 12,487 shares; 2025Q2: 12,326 shares 12,326 $6.99M 0.02% -161 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,372 shares; 2024Q4: 33,205 shares; 2025Q1: 32,296 shares; 2025Q2: 28,273 shares 28,273 $6.97M 0.02% -4,023 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,331 shares; 2024Q4: 62,251 shares; 2025Q1: 151,317 shares; 2025Q2: 145,926 shares 145,926 $6.61M 0.02% -5,391 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: 9,391 shares; 2024Q4: 9,310 shares; 2025Q1: 9,059 shares; 2025Q2: 8,962 shares 8,962 $6.57M 0.02% -97 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,395 shares; 2024Q4: 38,233 shares; 2025Q1: 38,161 shares; 2025Q2: 35,532 shares 35,532 $6.51M 0.02% -2,629 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,680 shares; 2024Q4: 97,445 shares; 2025Q1: 95,925 shares; 2025Q2: 91,058 shares 91,058 $6.41M 0.02% -4,867 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,697 shares; 2025Q1: 1,709 shares; 2025Q2: 1,679 shares 1,679 $6.23M 0.02% -30 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 15,356 shares; 2025Q1: 15,534 shares; 2025Q2: 19,699 shares 19,699 $6.17M 0.02% +4,165 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,013 shares; 2024Q4: 47,549 shares; 2025Q1: 49,378 shares; 2025Q2: 46,974 shares 46,974 $6.08M 0.02% -2,404 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,570 shares; 2024Q4: 136,707 shares; 2025Q1: 138,356 shares; 2025Q2: 137,436 shares 137,436 $5.97M 0.02% -920 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: 71,655 shares; 2024Q4: 68,168 shares; 2025Q1: 64,094 shares; 2025Q2: 59,309 shares 59,309 $5.9M 0.02% -4,785 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: 6,981 shares; 2024Q4: 14,532 shares; 2025Q1: 13,861 shares; 2025Q2: 13,902 shares 13,902 $5.85M 0.02% +41 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,335 shares; 2024Q4: 34,214 shares; 2025Q1: 35,449 shares; 2025Q2: 40,262 shares 40,262 $5.81M 0.02% +4,813 Timeline XBI 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: 114,356 shares; 2024Q4: 114,315 shares; 2025Q1: 92,196 shares; 2025Q2: 69,944 shares 69,944 $5.8M 0.02% -22,252 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,246 shares; 2024Q4: 110,156 shares; 2025Q1: 102,589 shares; 2025Q2: 100,782 shares 100,782 $5.73M 0.02% -1,807 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 8,450 shares; 2025Q1: 77,794 shares; 2025Q2: 91,144 shares 91,144 $5.58M 0.02% +13,350 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: 30,635 shares; 2024Q4: 23,027 shares; 2025Q1: 23,185 shares; 2025Q2: 22,859 shares 22,859 $5.56M 0.02% -326 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: 26,359 shares; 2024Q4: 26,328 shares; 2025Q1: 24,622 shares; 2025Q2: 22,232 shares 22,232 $5.52M 0.02% -2,390 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,665 shares; 2024Q4: 49,661 shares; 2025Q1: 49,867 shares; 2025Q2: 47,818 shares 47,818 $5.49M 0.02% -2,049 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: 18,057 shares; 2024Q4: 19,224 shares; 2025Q1: 18,469 shares; 2025Q2: 18,229 shares 18,229 $5.47M 0.02% -240 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,552 shares; 2024Q4: 44,120 shares; 2025Q1: 30,321 shares; 2025Q2: 31,072 shares 31,072 $5.35M 0.02% +751 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: 43,647 shares; 2024Q4: 41,272 shares; 2025Q1: 50,429 shares; 2025Q2: 51,105 shares 51,105 $5.32M 0.02% +676 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 8,643 shares; 2025Q1: 7,691 shares; 2025Q2: 10,134 shares 10,134 $5.32M 0.02% +2,443 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,937 shares; 2025Q1: 2,038 shares; 2025Q2: 2,021 shares 2,021 $5.28M 0.02% -17 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,204 shares; 2024Q4: 68,529 shares; 2025Q1: 71,616 shares; 2025Q2: 71,786 shares 71,786 $5.15M 0.02% +170 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: 34,616 shares; 2024Q4: 34,539 shares; 2025Q1: 35,854 shares; 2025Q2: 35,215 shares 35,215 $5.12M 0.02% -639 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,447 shares; 2024Q4: 111,448 shares; 2025Q1: 107,382 shares; 2025Q2: 96,628 shares 96,628 $5.08M 0.02% -10,754 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: 112,379 shares; 2024Q4: 205,998 shares; 2025Q1: 189,826 shares; 2025Q2: 189,835 shares 189,835 $5.06M 0.02% +9 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,124 shares; 2024Q4: 40,023 shares; 2025Q1: 39,376 shares; 2025Q2: 39,264 shares 39,264 $5.05M 0.02% -112 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: 43,076 shares; 2024Q4: 35,792 shares; 2025Q1: 32,799 shares; 2025Q2: 32,757 shares 32,757 $5.02M 0.02% -42 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: 84,558 shares; 2024Q4: 85,328 shares; 2025Q1: 86,333 shares; 2025Q2: 88,694 shares 88,694 $5.01M 0.02% +2,361 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: 25,828 shares; 2024Q4: 25,766 shares; 2025Q1: 38,828 shares; 2025Q2: 47,446 shares 47,446 $5.01M 0.02% +8,618 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: 220,773 shares; 2024Q4: 225,715 shares; 2025Q1: 236,875 shares; 2025Q2: 238,928 shares 238,928 $5M 0.02% +2,053 Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 14,723 shares; 2025Q1: 14,355 shares; 2025Q2: 14,225 shares 14,225 $5M 0.02% -130 DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 25,790 shares; 2025Q1: 25,163 shares; 2025Q2: 22,862 shares 22,862 $4.98M 0.02% -2,301 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 360 shares; 2025Q1: 15,233 shares; 2025Q2: 20,056 shares 20,056 $4.94M 0.02% +4,823 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,540 shares; 2024Q4: 148,540 shares; 2025Q1: 165,540 shares; 2025Q2: 169,712 shares 169,712 $4.9M 0.02% +4,172 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 16,180 shares; 2025Q1: 16,419 shares; 2025Q2: 16,076 shares 16,076 $4.89M 0.02% -343 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,817 shares; 2024Q4: 22,047 shares; 2025Q1: 20,002 shares; 2025Q2: 19,565 shares 19,565 $4.8M 0.02% -437 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: 32,364 shares; 2024Q4: 28,821 shares; 2025Q1: 27,510 shares; 2025Q2: 26,770 shares 26,770 $4.78M 0.02% -740 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: 19,849 shares; 2024Q4: 17,748 shares; 2025Q1: 17,416 shares; 2025Q2: 17,666 shares 17,666 $4.73M 0.02% +250 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: 50,027 shares; 2024Q4: 46,114 shares; 2025Q1: 41,285 shares; 2025Q2: 39,251 shares 39,251 $4.68M 0.02% -2,034 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,949 shares; 2024Q4: 53,997 shares; 2025Q1: 48,738 shares; 2025Q2: 45,912 shares 45,912 $4.63M 0.02% -2,826 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: 75,075 shares; 2024Q4: 72,557 shares; 2025Q1: 78,321 shares; 2025Q2: 78,785 shares 78,785 $4.62M 0.02% +464 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,269 shares; 2024Q4: 23,407 shares; 2025Q1: 22,980 shares; 2025Q2: 23,285 shares 23,285 $4.62M 0.02% +305 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,929 shares; 2024Q4: 60,648 shares; 2025Q1: 60,648 shares; 2025Q2: 61,009 shares 61,009 $4.6M 0.02% +361 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,181 shares; 2024Q4: 36,923 shares; 2025Q1: 36,100 shares; 2025Q2: 34,039 shares 34,039 $4.53M 0.02% -2,061 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 16,653 shares; 2025Q1: 18,377 shares; 2025Q2: 20,664 shares 20,664 $4.51M 0.02% +2,287 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,042 shares; 2024Q4: 59,415 shares; 2025Q1: 59,439 shares; 2025Q2: 58,274 shares 58,274 $4.47M 0.02% -1,165 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: 8,359 shares; 2024Q4: 6,810 shares; 2025Q1: 29,736 shares; 2025Q2: 38,718 shares 38,718 $4.47M 0.02% +8,982 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: 5,623 shares; 2024Q4: 7,005 shares; 2025Q1: 7,357 shares; 2025Q2: 8,088 shares 8,088 $4.44M 0.02% +731 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: 9,700 shares; 2024Q4: 9,551 shares; 2025Q1: 9,952 shares; 2025Q2: 10,125 shares 10,125 $4.43M 0.02% +173 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,704 shares; 2024Q4: 31,744 shares; 2025Q1: 31,190 shares; 2025Q2: 31,304 shares 31,304 $4.35M 0.02% +114 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: 12,935 shares; 2024Q4: 12,443 shares; 2025Q1: 12,867 shares; 2025Q2: 13,428 shares 13,428 $4.33M 0.01% +561 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: 51,750 shares; 2024Q4: 48,828 shares; 2025Q1: 48,958 shares; 2025Q2: 52,801 shares 52,801 $4.31M 0.01% +3,843 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: 625 shares; 2024Q4: 962 shares; 2025Q1: 90,480 shares; 2025Q2: 83,297 shares 83,297 $4.28M 0.01% -7,183 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: 7,525 shares; 2024Q4: 7,392 shares; 2025Q1: 7,386 shares; 2025Q2: 7,326 shares 7,326 $4.15M 0.01% -60 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,340 shares; 2024Q4: 157,702 shares; 2025Q1: 165,303 shares; 2025Q2: 157,030 shares 157,030 $4.09M 0.01% -8,273 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: 26,796 shares; 2024Q4: 26,278 shares; 2025Q1: 28,579 shares; 2025Q2: 31,345 shares 31,345 $4.04M 0.01% +2,766 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,826 shares; 2024Q4: 19,420 shares; 2025Q1: 19,732 shares; 2025Q2: 45,116 shares 45,116 $4.03M 0.01% +25,384 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,552 shares; 2024Q4: 43,597 shares; 2025Q1: 40,629 shares; 2025Q2: 36,930 shares 36,930 $3.97M 0.01% -3,699 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,692 shares; 2025Q1: 9,223 shares; 2025Q2: 9,710 shares 9,710 $3.97M 0.01% +487 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,643 shares; 2024Q4: 45,818 shares; 2025Q1: 43,809 shares; 2025Q2: 41,342 shares 41,342 $3.93M 0.01% -2,467 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: 50,452 shares; 2024Q4: 49,238 shares; 2025Q1: 49,276 shares; 2025Q2: 48,886 shares 48,886 $3.88M 0.01% -390 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: 57,013 shares; 2024Q4: 53,461 shares; 2025Q1: 49,152 shares; 2025Q2: 47,319 shares 47,319 $3.83M 0.01% -1,833 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,726 shares; 2024Q4: 132,261 shares; 2025Q1: 127,601 shares; 2025Q2: 126,398 shares 126,398 $3.82M 0.01% -1,203 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,658 shares; 2024Q4: 13,179 shares; 2025Q1: 16,013 shares; 2025Q2: 24,116 shares 24,116 $3.8M 0.01% +8,103 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,172 shares; 2024Q4: 24,847 shares; 2025Q1: 24,007 shares; 2025Q2: 21,873 shares 21,873 $3.79M 0.01% -2,134 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,881 shares; 2025Q1: 3,578 shares; 2025Q2: 3,584 shares 3,584 $3.73M 0.01% +6 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,510 shares; 2024Q4: 113,352 shares; 2025Q1: 117,629 shares; 2025Q2: 115,636 shares 115,636 $3.7M 0.01% -1,993 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: 21,932 shares; 2024Q4: 22,151 shares; 2025Q1: 20,719 shares; 2025Q2: 20,011 shares 20,011 $3.66M 0.01% -708 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: 9,127 shares; 2024Q4: 9,225 shares; 2025Q1: 9,164 shares; 2025Q2: 9,350 shares 9,350 $3.58M 0.01% +186 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: 16,122 shares; 2024Q4: 13,000 shares; 2025Q1: 11,886 shares; 2025Q2: 11,508 shares 11,508 $3.58M 0.01% -378 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,698 shares; 2024Q4: 74,194 shares; 2025Q1: 60,758 shares; 2025Q2: 68,165 shares 68,165 $3.57M 0.01% +7,407 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: 88,374 shares; 2024Q4: 77,246 shares; 2025Q1: 66,940 shares; 2025Q2: 71,987 shares 71,987 $3.54M 0.01% +5,047 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: 63,419 shares; 2024Q4: 57,705 shares; 2025Q1: 54,344 shares; 2025Q2: 51,335 shares 51,335 $3.52M 0.01% -3,009 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,960 shares; 2024Q4: 26,438 shares; 2025Q1: 23,529 shares; 2025Q2: 22,897 shares 22,897 $3.52M 0.01% -632 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,081 shares; 2024Q4: 52,678 shares; 2025Q1: 49,104 shares; 2025Q2: 51,684 shares 51,684 $3.49M 0.01% +2,580 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,995 shares; 2024Q4: 53,215 shares; 2025Q1: 42,485 shares; 2025Q2: 35,319 shares 35,319 $3.48M 0.01% -7,166 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,292 shares; 2024Q4: 24,026 shares; 2025Q1: 22,142 shares; 2025Q2: 21,560 shares 21,560 $3.47M 0.01% -582 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: 41,454 shares; 2024Q4: 32,507 shares; 2025Q1: 19,371 shares; 2025Q2: 18,904 shares 18,904 $3.4M 0.01% -467 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: 103,192 shares; 2024Q4: 103,305 shares; 2025Q1: 109,267 shares; 2025Q2: 114,769 shares 114,769 $3.37M 0.01% +5,502 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,454 shares; 2024Q4: 22,357 shares; 2025Q1: 49,695 shares; 2025Q2: 49,543 shares 49,543 $3.32M 0.01% -152 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,908 shares; 2024Q4: 33,385 shares; 2025Q1: 27,828 shares; 2025Q2: 32,135 shares 32,135 $3.3M 0.01% +4,307 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: 6,569 shares; 2024Q4: 5,964 shares; 2025Q1: 6,304 shares; 2025Q2: 6,182 shares 6,182 $3.3M 0.01% -122 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,445 shares; 2025Q1: 15,264 shares; 2025Q2: 40,259 shares 40,259 $3.28M 0.01% +24,995 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,114 shares; 2024Q4: 59,420 shares; 2025Q1: 57,682 shares; 2025Q2: 60,307 shares 60,307 $3.27M 0.01% +2,625 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: 33,342 shares; 2024Q4: 33,310 shares; 2025Q1: 38,784 shares; 2025Q2: 77,800 shares 77,800 $3.27M 0.01% +39,016 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 12,081 shares; 2025Q1: 11,982 shares; 2025Q2: 12,211 shares 12,211 $3.25M 0.01% +229 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 3,004 shares; 2025Q1: 6,075 shares; 2025Q2: 5,982 shares 5,982 $3.21M 0.01% -93 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,559 shares; 2024Q4: 303,549 shares; 2025Q1: 307,192 shares; 2025Q2: 303,411 shares 303,411 $3.15M 0.01% -3,781 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,962 shares; 2024Q4: 42,654 shares; 2025Q1: 41,044 shares; 2025Q2: 41,249 shares 41,249 $3.13M 0.01% +205 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,444 shares; 2024Q4: 93,421 shares; 2025Q1: 91,832 shares; 2025Q2: 94,666 shares 94,666 $3.11M 0.01% +2,834 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,048 shares; 2024Q4: 16,101 shares; 2025Q1: 16,279 shares; 2025Q2: 18,801 shares 18,801 $3.08M 0.01% +2,522 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 18,831 shares; 2025Q1: 18,769 shares; 2025Q2: 44,381 shares 44,381 $3.06M 0.01% +25,612 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: 47,301 shares; 2024Q4: 44,342 shares; 2025Q1: 23,925 shares; 2025Q2: 24,839 shares 24,839 $3.01M 0.01% +914 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: 48,414 shares; 2024Q4: 48,243 shares; 2025Q1: 46,071 shares; 2025Q2: 43,261 shares 43,261 $2.99M 0.01% -2,810 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: 4,197 shares; 2024Q4: 3,962 shares; 2025Q1: 3,850 shares; 2025Q2: 3,956 shares 3,956 $2.98M 0.01% +106 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 13,330 shares; 2025Q1: 25,049 shares; 2025Q2: 23,772 shares 23,772 $2.95M 0.01% -1,277 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,210 shares; 2024Q4: 42,038 shares; 2025Q1: 42,748 shares; 2025Q2: 43,164 shares 43,164 $2.94M 0.01% +416 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,857 shares; 2024Q4: 46,597 shares; 2025Q1: 43,380 shares; 2025Q2: 45,661 shares 45,661 $2.94M 0.01% +2,281 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,396 shares; 2025Q1: 6,502 shares; 2025Q2: 6,489 shares 6,489 $2.92M 0.01% -13 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,311 shares; 2024Q4: 47,090 shares; 2025Q1: 47,897 shares; 2025Q2: 50,489 shares 50,489 $2.91M 0.01% +2,592 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 1,024 shares; 2025Q2: 99,424 shares 99,424 $2.9M 0.01% +98,400 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. 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: 55,445 shares; 2025Q2: 60,171 shares 60,171 $2.89M 0.01% +4,726 HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 21,139 shares; 2025Q1: 23,190 shares; 2025Q2: 22,766 shares 22,766 $2.89M 0.01% -424 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,410 shares; 2024Q4: 15,985 shares; 2025Q1: 16,921 shares; 2025Q2: 36,908 shares 36,908 $2.88M 0.01% +19,987 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: 15,810 shares; 2024Q4: 15,806 shares; 2025Q1: 13,840 shares; 2025Q2: 14,275 shares 14,275 $2.87M 0.01% +435 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,153 shares; 2024Q4: 32,790 shares; 2025Q1: 26,428 shares; 2025Q2: 24,279 shares 24,279 $2.87M 0.01% -2,149 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: 8,365 shares; 2024Q4: 8,180 shares; 2025Q1: 8,414 shares; 2025Q2: 9,222 shares 9,222 $2.85M 0.01% +808 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,245 shares; 2024Q4: 35,384 shares; 2025Q1: 35,755 shares; 2025Q2: 33,836 shares 33,836 $2.85M 0.01% -1,919 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,316 shares; 2024Q4: 11,088 shares; 2025Q1: 10,150 shares; 2025Q2: 9,131 shares 9,131 $2.84M 0.01% -1,019 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,171 shares; 2024Q4: 119,961 shares; 2025Q1: 116,831 shares; 2025Q2: 65,651 shares 65,651 $2.82M 0.01% -51,180 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,413 shares; 2024Q4: 43,192 shares; 2025Q1: 43,309 shares; 2025Q2: 43,951 shares 43,951 $2.78M 0.01% +642 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: 64,419 shares; 2024Q4: 58,464 shares; 2025Q1: 59,575 shares; 2025Q2: 56,530 shares 56,530 $2.77M 0.01% -3,045 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: 11,204 shares; 2024Q4: 11,061 shares; 2025Q1: 12,777 shares; 2025Q2: 14,871 shares 14,871 $2.77M 0.01% +2,094 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,914 shares; 2024Q4: 114,914 shares; 2025Q1: 114,914 shares; 2025Q2: 114,914 shares 114,914 $2.75M 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,053 shares; 2024Q4: 37,653 shares; 2025Q1: 34,905 shares; 2025Q2: 34,348 shares 34,348 $2.74M 0.01% -557 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: 8,444 shares; 2024Q4: 8,560 shares; 2025Q1: 8,798 shares; 2025Q2: 8,677 shares 8,677 $2.73M 0.01% -121 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,228 shares; 2024Q4: 21,699 shares; 2025Q1: 20,605 shares; 2025Q2: 36,550 shares 36,550 $2.72M 0.01% +15,945 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,849 shares; 2024Q4: 35,449 shares; 2025Q1: 25,548 shares; 2025Q2: 23,930 shares 23,930 $2.72M 0.01% -1,618 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,590 shares; 2024Q4: 72,590 shares; 2025Q1: 72,247 shares; 2025Q2: 71,752 shares 71,752 $2.71M 0.01% -495 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 10,952 shares; 2025Q1: 12,463 shares; 2025Q2: 12,341 shares 12,341 $2.7M 0.01% -122 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 16,204 shares; 2025Q1: 15,638 shares; 2025Q2: 15,607 shares 15,607 $2.7M 0.01% -31 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,938 shares; 2024Q4: 26,134 shares; 2025Q1: 26,474 shares; 2025Q2: 26,019 shares 26,019 $2.68M 0.01% -455 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 16,512 shares; 2025Q1: 17,493 shares; 2025Q2: 16,674 shares 16,674 $2.68M 0.01% -819 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 5,831 shares; 2025Q1: 5,149 shares; 2025Q2: 5,147 shares 5,147 $2.64M 0.01% -2 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 23,310 shares; 2025Q1: 21,210 shares; 2025Q2: 20,692 shares 20,692 $2.64M 0.01% -518 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 600 shares; 2025Q1: 6,736 shares; 2025Q2: 6,521 shares 6,521 $2.64M 0.01% -215 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: 1,516 shares; 2024Q4: 1,529 shares; 2025Q1: 2,923 shares; 2025Q2: 3,183 shares 3,183 $2.64M 0.01% +260 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,573 shares; 2024Q4: 51,198 shares; 2025Q1: 55,005 shares; 2025Q2: 53,543 shares 53,543 $2.63M 0.01% -1,462 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,672 shares; 2024Q4: 88,226 shares; 2025Q1: 158,035 shares; 2025Q2: 128,592 shares 128,592 $2.63M 0.01% -29,443 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,862 shares; 2024Q4: 33,585 shares; 2025Q1: 36,304 shares; 2025Q2: 37,819 shares 37,819 $2.62M 0.01% +1,515 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: 32,570 shares; 2024Q4: 25,239 shares; 2025Q1: 25,567 shares; 2025Q2: 21,823 shares 21,823 $2.6M 0.01% -3,744 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,754 shares; 2025Q1: 13,847 shares; 2025Q2: 25,661 shares 25,661 $2.59M 0.01% +11,814 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,151 shares; 2024Q4: 6,974 shares; 2025Q1: 7,108 shares; 2025Q2: 9,527 shares 9,527 $2.57M 0.01% +2,419 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,342 shares; 2025Q1: 10,336 shares; 2025Q2: 9,970 shares 9,970 $2.57M 0.01% -366 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,541 shares; 2025Q1: 8,970 shares; 2025Q2: 8,892 shares 8,892 $2.56M 0.01% -78 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,496 shares; 2024Q4: 45,958 shares; 2025Q1: 54,363 shares; 2025Q2: 78,112 shares 78,112 $2.55M 0.01% +23,749 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,268 shares; 2024Q4: 34,972 shares; 2025Q1: 32,644 shares; 2025Q2: 33,381 shares 33,381 $2.49M 0.01% +737 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,951 shares; 2024Q4: 31,975 shares; 2025Q1: 27,658 shares; 2025Q2: 27,080 shares 27,080 $2.49M 0.01% -578 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,667 shares; 2024Q4: 33,809 shares; 2025Q1: 38,414 shares; 2025Q2: 42,634 shares 42,634 $2.48M 0.01% +4,220 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: 20,542 shares; 2024Q4: 20,328 shares; 2025Q1: 22,847 shares; 2025Q2: 23,492 shares 23,492 $2.48M 0.01% +645 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,442 shares; 2024Q4: 40,975 shares; 2025Q1: 37,324 shares; 2025Q2: 43,744 shares 43,744 $2.47M 0.01% +6,420 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 19,644 shares; 2025Q1: 19,804 shares; 2025Q2: 19,334 shares 19,334 $2.47M 0.01% -470 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,187 shares; 2024Q4: 30,638 shares; 2025Q1: 41,419 shares; 2025Q2: 40,697 shares 40,697 $2.46M 0.01% -722 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,797 shares; 2024Q4: 26,940 shares; 2025Q1: 29,252 shares; 2025Q2: 30,075 shares 30,075 $2.46M 0.01% +823 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: 16,899 shares; 2024Q4: 31,534 shares; 2025Q1: 53,200 shares; 2025Q2: 34,076 shares 34,076 $2.45M 0.01% -19,124 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,310 shares; 2025Q1: 4,324 shares; 2025Q2: 5,227 shares 5,227 $2.45M 0.01% +903 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: 13,607 shares; 2024Q4: 13,458 shares; 2025Q1: 14,190 shares; 2025Q2: 14,458 shares 14,458 $2.43M 0.01% +268 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,821 shares; 2024Q4: 32,306 shares; 2025Q1: 33,227 shares; 2025Q2: 32,631 shares 32,631 $2.42M 0.01% -596 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,392 shares; 2024Q4: 7,794 shares; 2025Q1: 9,757 shares; 2025Q2: 9,997 shares 9,997 $2.41M 0.01% +240 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,628 shares; 2024Q4: 22,270 shares; 2025Q1: 22,999 shares; 2025Q2: 18,080 shares 18,080 $2.39M 0.01% -4,919 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,562 shares; 2024Q4: 7,194 shares; 2025Q1: 8,228 shares; 2025Q2: 9,768 shares 9,768 $2.39M 0.01% +1,540 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,508 shares; 2024Q4: 128,308 shares; 2025Q1: 128,427 shares; 2025Q2: 129,708 shares 129,708 $2.35M 0.01% +1,281 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 25,925 shares; 2025Q1: 49,800 shares; 2025Q2: 46,000 shares 46,000 $2.33M 0.01% -3,800 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: 13,587 shares; 2024Q4: 13,516 shares; 2025Q1: 12,946 shares; 2025Q2: 13,193 shares 13,193 $2.33M 0.01% +247 Timeline IEI 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: 29,924 shares; 2024Q4: 24,197 shares; 2025Q1: 22,783 shares; 2025Q2: 19,386 shares 19,386 $2.31M 0.01% -3,397 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 9,251 shares; 2025Q1: 11,517 shares; 2025Q2: 9,571 shares 9,571 $2.3M 0.01% -1,946 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,802 shares; 2024Q4: 80,241 shares; 2025Q1: 83,498 shares; 2025Q2: 89,869 shares 89,869 $2.28M 0.01% +6,371 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,038 shares; 2025Q1: 5,491 shares; 2025Q2: 6,011 shares 6,011 $2.27M 0.01% +520 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,653 shares; 2024Q4: 112,942 shares; 2025Q1: 94,484 shares; 2025Q2: 91,275 shares 91,275 $2.27M 0.01% -3,209 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,821 shares; 2024Q4: 56,352 shares; 2025Q1: 49,284 shares; 2025Q2: 43,411 shares 43,411 $2.25M 0.01% -5,873 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,739 shares; 2024Q4: 16,895 shares; 2025Q1: 14,439 shares; 2025Q2: 13,955 shares 13,955 $2.22M 0.01% -484 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,547 shares; 2025Q1: 9,068 shares; 2025Q2: 9,016 shares 9,016 $2.2M 0.01% -52 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,927 shares; 2024Q4: 36,378 shares; 2025Q1: 37,346 shares; 2025Q2: 37,005 shares 37,005 $2.16M 0.01% -341 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: 23,710 shares; 2024Q4: 20,810 shares; 2025Q1: 20,591 shares; 2025Q2: 21,090 shares 21,090 $2.16M 0.01% +499 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 5,410 shares; 2025Q1: 11,113 shares; 2025Q2: 15,243 shares 15,243 $2.16M 0.01% +4,130 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: 11,534 shares; 2024Q4: 11,616 shares; 2025Q1: 11,543 shares; 2025Q2: 12,637 shares 12,637 $2.16M 0.01% +1,094 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 5,664 shares; 2025Q1: 5,708 shares; 2025Q2: 4,901 shares 4,901 $2.16M 0.01% -807 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,577 shares; 2024Q4: 28,400 shares; 2025Q1: 24,946 shares; 2025Q2: 22,222 shares 22,222 $2.14M 0.01% -2,724 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 5,126 shares; 2025Q1: 5,264 shares; 2025Q2: 15,812 shares 15,812 $2.13M 0.01% +10,548 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,794 shares; 2024Q4: 31,347 shares; 2025Q1: 31,656 shares; 2025Q2: 24,276 shares 24,276 $2.12M 0.01% -7,380 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: 16,181 shares; 2024Q4: 14,945 shares; 2025Q1: 15,628 shares; 2025Q2: 17,076 shares 17,076 $2.07M 0.01% +1,448 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: 46,301 shares; 2024Q4: 27,408 shares; 2025Q1: 28,248 shares; 2025Q2: 30,935 shares 30,935 $2.06M 0.01% +2,687 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 26,149 shares; 2025Q1: 27,779 shares; 2025Q2: 27,609 shares 27,609 $2.06M 0.01% -170 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,649 shares; 2024Q4: 35,748 shares; 2025Q1: 35,785 shares; 2025Q2: 35,242 shares 35,242 $2.06M 0.01% -543 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 19,463 shares; 2025Q1: 19,669 shares; 2025Q2: 19,544 shares 19,544 $2.03M 0.01% -125 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,233 shares; 2024Q4: 39,479 shares; 2025Q1: 36,984 shares; 2025Q2: 40,885 shares 40,885 $2.02M 0.01% +3,901 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: 2,203 shares; 2024Q4: 11,255 shares; 2025Q1: 13,622 shares; 2025Q2: 14,962 shares 14,962 $2.01M 0.01% +1,340 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: 26,993 shares; 2024Q4: 30,809 shares; 2025Q1: 30,136 shares; 2025Q2: 16,312 shares 16,312 $2M 0.01% -13,824 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: 19,477 shares; 2024Q4: 13,583 shares; 2025Q1: 11,356 shares; 2025Q2: 10,967 shares 10,967 $1.98M 0.01% -389 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,529 shares; 2024Q4: 10,777 shares; 2025Q1: 8,747 shares; 2025Q2: 12,871 shares 12,871 $1.95M 0.01% +4,124 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 9,425 shares; 2025Q1: 8,271 shares; 2025Q2: 8,065 shares 8,065 $1.95M 0.01% -206 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 9,460 shares; 2025Q1: 9,851 shares; 2025Q2: 10,029 shares 10,029 $1.95M 0.01% +178 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,924 shares; 2024Q4: 22,526 shares; 2025Q1: 22,618 shares; 2025Q2: 21,957 shares 21,957 $1.94M 0.01% -661 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: 24,022 shares; 2024Q4: 21,535 shares; 2025Q1: 21,751 shares; 2025Q2: 15,513 shares 15,513 $1.93M 0.01% -6,238 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,369 shares; 2024Q4: 235,902 shares; 2025Q1: 126,947 shares; 2025Q2: 125,331 shares 125,331 $1.93M 0.01% -1,616 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 576 shares; 2025Q1: 608 shares; 2025Q2: 5,451 shares 5,451 $1.91M 0.01% +4,843 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 8,668 shares; 2025Q1: 9,343 shares; 2025Q2: 10,934 shares 10,934 $1.9M 0.01% +1,591 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,669 shares; 2024Q4: 39,874 shares; 2025Q1: 50,636 shares; 2025Q2: 57,205 shares 57,205 $1.89M 0.01% +6,569 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: 14,827 shares; 2024Q4: 14,718 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares 14,519 $1.87M 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,181 shares; 2024Q4: 14,218 shares; 2025Q1: 14,085 shares; 2025Q2: 13,890 shares 13,890 $1.87M 0.01% -195 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,615 shares; 2024Q4: 22,052 shares; 2025Q1: 22,005 shares; 2025Q2: 23,870 shares 23,870 $1.87M 0.01% +1,865 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,477 shares; 2024Q4: 17,582 shares; 2025Q1: 18,178 shares; 2025Q2: 18,571 shares 18,571 $1.86M 0.01% +393 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,865 shares; 2024Q4: 19,789 shares; 2025Q1: 24,134 shares; 2025Q2: 31,193 shares 31,193 $1.8M 0.01% +7,059 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,424 shares; 2024Q4: 16,352 shares; 2025Q1: 16,574 shares; 2025Q2: 16,373 shares 16,373 $1.8M 0.01% -201 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,620 shares; 2024Q4: 88,904 shares; 2025Q1: 125,450 shares; 2025Q2: 106,212 shares 106,212 $1.78M 0.01% -19,238 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: 14,064 shares; 2024Q4: 13,485 shares; 2025Q1: 13,241 shares; 2025Q2: 13,225 shares 13,225 $1.76M 0.01% -16 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,357 shares; 2024Q4: 32,577 shares; 2025Q1: 25,478 shares; 2025Q2: 26,974 shares 26,974 $1.76M 0.01% +1,496 Timeline VCR 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: 3,805 shares; 2024Q4: 3,757 shares; 2025Q1: 3,838 shares; 2025Q2: 4,825 shares 4,825 $1.75M 0.01% +987 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,997 shares; 2024Q4: 31,335 shares; 2025Q1: 27,246 shares; 2025Q2: 26,571 shares 26,571 $1.74M 0.01% -675 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,884 shares; 2024Q4: 29,559 shares; 2025Q1: 24,802 shares; 2025Q2: 27,771 shares 27,771 $1.74M 0.01% +2,969 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 4,676 shares; 2025Q1: 9,843 shares; 2025Q2: 9,645 shares 9,645 $1.73M 0.01% -198 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,695 shares; 2024Q4: 123,643 shares; 2025Q1: 140,849 shares; 2025Q2: 159,519 shares 159,519 $1.73M 0.01% +18,670 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: 42,861 shares; 2024Q4: 48,646 shares; 2025Q1: 48,195 shares; 2025Q2: 48,195 shares 48,195 $1.73M 0.01% 0 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: 16,481 shares; 2024Q4: 16,348 shares; 2025Q1: 13,538 shares; 2025Q2: 21,338 shares 21,338 $1.72M 0.01% +7,800 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,883 shares; 2024Q4: 20,230 shares; 2025Q1: 18,873 shares; 2025Q2: 16,477 shares 16,477 $1.72M 0.01% -2,396 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: 6,587 shares; 2024Q4: 5,868 shares; 2025Q1: 5,192 shares; 2025Q2: 2,966 shares 2,966 $1.71M 0.01% -2,226 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,262 shares; 2024Q4: 41,050 shares; 2025Q1: 38,416 shares; 2025Q2: 42,374 shares 42,374 $1.71M 0.01% +3,958 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,022 shares; 2024Q4: 54,624 shares; 2025Q1: 55,492 shares; 2025Q2: 60,513 shares 60,513 $1.7M 0.01% +5,021 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: 40,426 shares; 2024Q4: 40,305 shares; 2025Q1: 40,382 shares; 2025Q2: 41,058 shares 41,058 $1.7M 0.01% +676 Timeline IBB 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: 13,727 shares; 2024Q4: 13,394 shares; 2025Q1: 13,351 shares; 2025Q2: 13,277 shares 13,277 $1.68M 0.01% -74 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,578 shares; 2024Q4: 42,899 shares; 2025Q1: 46,007 shares; 2025Q2: 43,411 shares 43,411 $1.66M 0.01% -2,596 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: 5,992 shares; 2024Q4: 5,992 shares; 2025Q1: 6,060 shares; 2025Q2: 5,932 shares 5,932 $1.66M 0.01% -128 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,403 shares; 2024Q4: 15,502 shares; 2025Q1: 15,087 shares; 2025Q2: 16,369 shares 16,369 $1.62M 0.01% +1,282 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,723 shares; 2024Q4: 9,438 shares; 2025Q1: 11,835 shares; 2025Q2: 10,986 shares 10,986 $1.62M 0.01% -849 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: 83,063 shares; 2024Q4: 58,516 shares; 2025Q1: 49,049 shares; 2025Q2: 47,344 shares 47,344 $1.62M 0.01% -1,705 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,821 shares; 2024Q4: 80,208 shares; 2025Q1: 79,772 shares; 2025Q2: 80,146 shares 80,146 $1.61M 0.01% +374 Timeline