NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,519,868 shares; 2024Q4: 10,327,515 shares; 2025Q1: 10,325,979 shares; 2025Q2: 10,243,192 shares; 2025Q3: 9,992,569 shares; 2025Q4: 9,850,597 shares 9,850,597 $1.84B 5.84% -141,972 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,182,053 shares; 2024Q4: 6,159,063 shares; 2025Q1: 6,129,692 shares; 2025Q2: 6,063,214 shares; 2025Q3: 6,014,377 shares; 2025Q4: 5,974,736 shares 5,974,736 $1.62B 5.16% -39,641 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859,839 shares; 2024Q4: 2,881,830 shares; 2025Q1: 2,902,994 shares; 2025Q2: 2,918,425 shares; 2025Q3: 2,877,416 shares; 2025Q4: 2,876,312 shares 2,876,312 $1.39B 4.42% -1,104 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019,303 shares; 2024Q4: 4,016,525 shares; 2025Q1: 3,986,971 shares; 2025Q2: 3,956,257 shares; 2025Q3: 3,932,180 shares; 2025Q4: 3,834,767 shares 3,834,767 $1.2B 3.81% -97,413 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678,845 shares; 2024Q4: 1,705,415 shares; 2025Q1: 1,689,117 shares; 2025Q2: 1,685,482 shares; 2025Q3: 1,723,778 shares; 2025Q4: 1,702,892 shares 1,702,892 $1.17B 3.7% -20,886 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944,742 shares; 2024Q4: 2,938,060 shares; 2025Q1: 2,952,055 shares; 2025Q2: 2,946,233 shares; 2025Q3: 2,878,654 shares; 2025Q4: 2,753,562 shares 2,753,562 $953M 3.03% -125,092 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728,540 shares; 2024Q4: 3,751,189 shares; 2025Q1: 3,850,838 shares; 2025Q2: 3,910,686 shares; 2025Q3: 3,961,734 shares; 2025Q4: 3,980,058 shares 3,980,058 $919M 2.92% +18,324 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366,621 shares; 2024Q4: 2,363,968 shares; 2025Q1: 2,447,789 shares; 2025Q2: 2,682,128 shares; 2025Q3: 2,562,221 shares; 2025Q4: 2,549,164 shares 2,549,164 $874M 2.78% -13,057 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242,497 shares; 2024Q4: 2,201,007 shares; 2025Q1: 2,184,979 shares; 2025Q2: 2,269,020 shares; 2025Q3: 2,267,583 shares; 2025Q4: 2,254,172 shares 2,254,172 $726M 2.31% -13,411 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,127 shares; 2024Q4: 736,387 shares; 2025Q1: 752,584 shares; 2025Q2: 769,408 shares; 2025Q3: 778,775 shares; 2025Q4: 800,858 shares 800,858 $529M 1.68% +22,083 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,838 shares; 2024Q4: 445,662 shares; 2025Q1: 451,169 shares; 2025Q2: 462,578 shares; 2025Q3: 463,582 shares; 2025Q4: 466,067 shares 466,067 $501M 1.59% +2,485 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,065 shares; 2024Q4: 709,327 shares; 2025Q1: 700,597 shares; 2025Q2: 702,429 shares; 2025Q3: 695,099 shares; 2025Q4: 693,163 shares 693,163 $396M 1.26% -1,936 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,369 shares; 2024Q4: 1,255,669 shares; 2025Q1: 1,223,857 shares; 2025Q2: 1,190,424 shares; 2025Q3: 1,185,382 shares; 2025Q4: 1,179,323 shares 1,179,323 $370M 1.18% -6,059 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717,367 shares; 2024Q4: 670,115 shares; 2025Q1: 589,505 shares; 2025Q2: 602,096 shares; 2025Q3: 581,906 shares; 2025Q4: 564,729 shares 564,729 $354M 1.12% -17,177 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619,206 shares; 2024Q4: 1,468,193 shares; 2025Q1: 1,440,477 shares; 2025Q2: 1,454,878 shares; 2025Q3: 1,479,061 shares; 2025Q4: 1,491,171 shares 1,491,171 $341M 1.08% +12,110 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549,725 shares; 2024Q4: 2,456,834 shares; 2025Q1: 2,633,535 shares; 2025Q2: 3,270,318 shares; 2025Q3: 3,516,761 shares; 2025Q4: 3,558,767 shares 3,558,767 $318M 1.01% +42,006 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,294 shares; 2024Q4: 950,990 shares; 2025Q1: 951,199 shares; 2025Q2: 941,304 shares; 2025Q3: 942,470 shares; 2025Q4: 915,904 shares 915,904 $315M 1% -26,566 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,612 shares; 2024Q4: 520,523 shares; 2025Q1: 503,037 shares; 2025Q2: 487,535 shares; 2025Q3: 478,063 shares; 2025Q4: 457,285 shares 457,285 $312M 0.99% -20,778 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035,403 shares; 2024Q4: 4,944,371 shares; 2025Q1: 4,858,784 shares; 2025Q2: 4,695,686 shares; 2025Q3: 4,688,718 shares; 2025Q4: 4,680,367 shares 4,680,367 $309M 0.98% -8,351 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323,263 shares; 2024Q4: 2,270,871 shares; 2025Q1: 2,259,864 shares; 2025Q2: 2,213,502 shares; 2025Q3: 2,198,227 shares; 2025Q4: 2,090,971 shares 2,090,971 $300M 0.95% -107,256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501,130 shares; 2024Q4: 1,159,940 shares; 2025Q1: 1,200,325 shares; 2025Q2: 1,243,904 shares; 2025Q3: 1,291,000 shares; 2025Q4: 1,393,717 shares 1,393,717 $291M 0.93% +102,717 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,214 shares; 2024Q4: 510,018 shares; 2025Q1: 508,808 shares; 2025Q2: 501,210 shares; 2025Q3: 500,429 shares; 2025Q4: 504,190 shares 504,190 $289M 0.92% +3,761 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514,494 shares; 2024Q4: 1,506,337 shares; 2025Q1: 1,514,441 shares; 2025Q2: 1,513,135 shares; 2025Q3: 1,531,436 shares; 2025Q4: 1,533,317 shares 1,533,317 $272M 0.86% +1,881 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562,116 shares; 2024Q4: 5,560,687 shares; 2025Q1: 5,653,757 shares; 2025Q2: 4,971,249 shares; 2025Q3: 5,013,784 shares; 2025Q4: 4,938,835 shares 4,938,835 $272M 0.86% -74,949 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527,528 shares; 2024Q4: 2,550,517 shares; 2025Q1: 2,617,938 shares; 2025Q2: 2,431,478 shares; 2025Q3: 2,394,887 shares; 2025Q4: 2,397,891 shares 2,397,891 $267M 0.85% +3,004 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,200 shares; 2024Q4: 504,569 shares; 2025Q1: 524,766 shares; 2025Q2: 535,086 shares; 2025Q3: 536,218 shares; 2025Q4: 521,324 shares 521,324 $262M 0.83% -14,894 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,195 shares; 2024Q4: 1,374,653 shares; 2025Q1: 1,370,400 shares; 2025Q2: 1,378,156 shares; 2025Q3: 1,435,149 shares; 2025Q4: 1,393,304 shares 1,393,304 $257M 0.82% -41,845 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050,519 shares; 2024Q4: 2,071,113 shares; 2025Q1: 2,075,735 shares; 2025Q2: 2,078,078 shares; 2025Q3: 2,061,378 shares; 2025Q4: 2,063,959 shares 2,063,959 $248M 0.79% +2,581 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055,280 shares; 2024Q4: 2,175,313 shares; 2025Q1: 2,127,434 shares; 2025Q2: 1,989,900 shares; 2025Q3: 2,021,456 shares; 2025Q4: 2,057,293 shares 2,057,293 $247M 0.79% +35,837 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,833 shares; 2024Q4: 1,174,621 shares; 2025Q1: 1,202,286 shares; 2025Q2: 1,218,157 shares; 2025Q3: 1,242,802 shares; 2025Q4: 1,253,794 shares 1,253,794 $244M 0.78% +10,992 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169,251 shares; 2024Q4: 1,127,777 shares; 2025Q1: 1,078,900 shares; 2025Q2: 1,062,739 shares; 2025Q3: 1,137,116 shares; 2025Q4: 1,165,469 shares 1,165,469 $241M 0.77% +28,353 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408,675 shares; 2024Q4: 1,895,031 shares; 2025Q1: 2,046,629 shares; 2025Q2: 2,691,908 shares; 2025Q3: 2,890,475 shares; 2025Q4: 3,064,674 shares 3,064,674 $206M 0.65% +174,199 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078,085 shares; 2024Q4: 2,990,041 shares; 2025Q1: 2,985,114 shares; 2025Q2: 3,022,399 shares; 2025Q3: 3,095,931 shares; 2025Q4: 3,193,149 shares 3,193,149 $199M 0.63% +97,218 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202,268 shares; 2024Q4: 2,152,033 shares; 2025Q1: 2,126,770 shares; 2025Q2: 2,088,913 shares; 2025Q3: 2,056,894 shares; 2025Q4: 2,026,270 shares 2,026,270 $195M 0.62% -30,624 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,642 shares; 2024Q4: 228,641 shares; 2025Q1: 228,917 shares; 2025Q2: 231,821 shares; 2025Q3: 228,919 shares; 2025Q4: 224,205 shares 224,205 $193M 0.61% -4,714 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,999 shares; 2024Q4: 374,723 shares; 2025Q1: 410,882 shares; 2025Q2: 427,488 shares; 2025Q3: 417,264 shares; 2025Q4: 429,593 shares 429,593 $193M 0.61% +12,329 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,136 shares; 2024Q4: 335,053 shares; 2025Q1: 347,381 shares; 2025Q2: 321,225 shares; 2025Q3: 327,665 shares; 2025Q4: 328,780 shares 328,780 $191M 0.61% +1,115 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,788 shares; 2024Q4: 205,747 shares; 2025Q1: 227,253 shares; 2025Q2: 203,628 shares; 2025Q3: 210,653 shares; 2025Q4: 216,355 shares 216,355 $190M 0.6% +5,702 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,468 shares; 2024Q4: 421,558 shares; 2025Q1: 409,589 shares; 2025Q2: 396,411 shares; 2025Q3: 390,671 shares; 2025Q4: 388,525 shares 388,525 $184M 0.58% -2,146 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469,960 shares; 2024Q4: 1,443,425 shares; 2025Q1: 1,711,618 shares; 2025Q2: 2,093,402 shares; 2025Q3: 2,158,535 shares; 2025Q4: 2,237,665 shares 2,237,665 $172M 0.55% +79,130 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,701 shares; 2024Q4: 543,713 shares; 2025Q1: 544,806 shares; 2025Q2: 548,735 shares; 2025Q3: 549,474 shares; 2025Q4: 549,651 shares 549,651 $168M 0.53% +177 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293,811 shares; 2024Q4: 1,293,982 shares; 2025Q1: 1,280,278 shares; 2025Q2: 1,326,375 shares; 2025Q3: 1,315,759 shares; 2025Q4: 1,278,539 shares 1,278,539 $160M 0.51% -37,220 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,045 shares; 2024Q4: 406,199 shares; 2025Q1: 429,901 shares; 2025Q2: 464,278 shares; 2025Q3: 487,750 shares; 2025Q4: 487,865 shares 487,865 $155M 0.49% +115 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,426 shares; 2024Q4: 411,889 shares; 2025Q1: 413,442 shares; 2025Q2: 417,752 shares; 2025Q3: 421,696 shares; 2025Q4: 416,733 shares 416,733 $146M 0.46% -4,963 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,613 shares; 2024Q4: 702,984 shares; 2025Q1: 673,200 shares; 2025Q2: 629,487 shares; 2025Q3: 621,005 shares; 2025Q4: 592,289 shares 592,289 $146M 0.46% -28,716 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,106 shares; 2024Q4: 705,400 shares; 2025Q1: 742,600 shares; 2025Q2: 720,961 shares; 2025Q3: 716,412 shares; 2025Q4: 695,703 shares 695,703 $145M 0.46% -20,709 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,943 shares; 2024Q4: 951,029 shares; 2025Q1: 918,711 shares; 2025Q2: 924,676 shares; 2025Q3: 905,188 shares; 2025Q4: 896,440 shares 896,440 $138M 0.44% -8,748 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795,466 shares; 2024Q4: 1,739,438 shares; 2025Q1: 1,718,024 shares; 2025Q2: 1,563,702 shares; 2025Q3: 1,526,134 shares; 2025Q4: 1,503,310 shares 1,503,310 $133M 0.42% -22,824 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,893 shares; 2024Q4: 149,811 shares; 2025Q1: 160,853 shares; 2025Q2: 155,738 shares; 2025Q3: 153,968 shares; 2025Q4: 151,066 shares 151,066 $133M 0.42% -2,902 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,460 shares; 2024Q4: 1,139,291 shares; 2025Q1: 1,180,318 shares; 2025Q2: 1,379,809 shares; 2025Q3: 1,376,347 shares; 2025Q4: 1,409,222 shares 1,409,222 $131M 0.42% +32,875 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,239 shares; 2024Q4: 611,224 shares; 2025Q1: 592,820 shares; 2025Q2: 574,826 shares; 2025Q3: 566,664 shares; 2025Q4: 565,228 shares 565,228 $131M 0.42% -1,436 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,366 shares; 2024Q4: 643,732 shares; 2025Q1: 668,296 shares; 2025Q2: 657,805 shares; 2025Q3: 828,084 shares; 2025Q4: 1,300,863 shares 1,300,863 $130M 0.41% +472,779 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,431 shares; 2024Q4: 398,558 shares; 2025Q1: 387,907 shares; 2025Q2: 387,523 shares; 2025Q3: 373,521 shares; 2025Q4: 345,935 shares 345,935 $129M 0.41% -27,586 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094,773 shares; 2024Q4: 2,044,780 shares; 2025Q1: 1,967,823 shares; 2025Q2: 1,665,881 shares; 2025Q3: 1,637,073 shares; 2025Q4: 1,600,458 shares 1,600,458 $128M 0.41% -36,615 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,541 shares; 2024Q4: 424,718 shares; 2025Q1: 326,197 shares; 2025Q2: 365,715 shares; 2025Q3: 398,391 shares; 2025Q4: 404,346 shares 404,346 $125M 0.4% +5,955 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,125 shares; 2024Q4: 572,077 shares; 2025Q1: 561,426 shares; 2025Q2: 490,447 shares; 2025Q3: 478,801 shares; 2025Q4: 478,125 shares 478,125 $123M 0.39% -676 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,978 shares; 2024Q4: 449,225 shares; 2025Q1: 433,459 shares; 2025Q2: 426,309 shares; 2025Q3: 423,536 shares; 2025Q4: 423,105 shares 423,105 $123M 0.39% -431 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,934 shares; 2024Q4: 199,932 shares; 2025Q1: 224,140 shares; 2025Q2: 232,533 shares; 2025Q3: 216,929 shares; 2025Q4: 216,036 shares 216,036 $122M 0.39% -893 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,669 shares; 2024Q4: 850,793 shares; 2025Q1: 838,048 shares; 2025Q2: 796,576 shares; 2025Q3: 803,120 shares; 2025Q4: 788,145 shares 788,145 $120M 0.38% -14,975 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662,543 shares; 2024Q4: 1,672,567 shares; 2025Q1: 1,652,483 shares; 2025Q2: 1,701,701 shares; 2025Q3: 1,672,917 shares; 2025Q4: 1,699,048 shares 1,699,048 $119M 0.38% +26,131 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,352 shares; 2024Q4: 291,039 shares; 2025Q1: 293,753 shares; 2025Q2: 298,082 shares; 2025Q3: 281,036 shares; 2025Q4: 269,529 shares 269,529 $115M 0.37% -11,507 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,684 shares; 2024Q4: 386,591 shares; 2025Q1: 385,388 shares; 2025Q2: 397,331 shares; 2025Q3: 401,027 shares; 2025Q4: 791,865 shares 791,865 $114M 0.36% +390,838 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488,656 shares; 2024Q4: 1,410,002 shares; 2025Q1: 1,286,369 shares; 2025Q2: 1,202,742 shares; 2025Q3: 1,210,680 shares; 2025Q4: 1,186,474 shares 1,186,474 $114M 0.36% -24,206 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 717,251 shares; 2025Q1: 810,167 shares; 2025Q2: 838,000 shares; 2025Q3: 854,376 shares; 2025Q4: 847,271 shares 847,271 $111M 0.35% -7,105 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,378 shares; 2024Q4: 476,285 shares; 2025Q1: 467,687 shares; 2025Q2: 404,680 shares; 2025Q3: 302,916 shares; 2025Q4: 334,506 shares 334,506 $110M 0.35% +31,590 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,048 shares; 2024Q4: 522,526 shares; 2025Q1: 500,256 shares; 2025Q2: 494,141 shares; 2025Q3: 475,484 shares; 2025Q4: 478,094 shares 478,094 $109M 0.35% +2,610 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,105 shares; 2024Q4: 84,456 shares; 2025Q1: 93,872 shares; 2025Q2: 104,095 shares; 2025Q3: 111,361 shares; 2025Q4: 1,151,825 shares 1,151,825 $108M 0.34% +1,040,464 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,840 shares; 2024Q4: 556,177 shares; 2025Q1: 534,881 shares; 2025Q2: 523,458 shares; 2025Q3: 506,102 shares; 2025Q4: 488,974 shares 488,974 $107M 0.34% -17,128 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,753 shares; 2024Q4: 235,836 shares; 2025Q1: 230,924 shares; 2025Q2: 234,645 shares; 2025Q3: 230,118 shares; 2025Q4: 228,398 shares 228,398 $106M 0.34% -1,720 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129,209 shares; 2024Q4: 1,130,735 shares; 2025Q1: 1,148,236 shares; 2025Q2: 1,125,112 shares; 2025Q3: 961,950 shares; 2025Q4: 986,626 shares 986,626 $106M 0.34% +24,676 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,626 shares; 2024Q4: 599,438 shares; 2025Q1: 605,222 shares; 2025Q2: 631,275 shares; 2025Q3: 584,243 shares; 2025Q4: 557,977 shares 557,977 $105M 0.33% -26,266 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,212 shares; 2024Q4: 31,157 shares; 2025Q1: 31,181 shares; 2025Q2: 31,251 shares; 2025Q3: 31,299 shares; 2025Q4: 2,476,330 shares 2,476,330 $104M 0.33% +2,445,031 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,395 shares; 2024Q4: 334,918 shares; 2025Q1: 326,855 shares; 2025Q2: 302,657 shares; 2025Q3: 295,979 shares; 2025Q4: 287,504 shares 287,504 $96.4M 0.31% -8,475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,532 shares; 2024Q4: 600,202 shares; 2025Q1: 592,961 shares; 2025Q2: 602,963 shares; 2025Q3: 598,942 shares; 2025Q4: 589,873 shares 589,873 $96.3M 0.31% -9,069 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,127 shares; 2024Q4: 328,190 shares; 2025Q1: 346,656 shares; 2025Q2: 313,288 shares; 2025Q3: 307,521 shares; 2025Q4: 297,144 shares 297,144 $96.3M 0.31% -10,377 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,057 shares; 2024Q4: 331,302 shares; 2025Q1: 306,720 shares; 2025Q2: 301,333 shares; 2025Q3: 298,358 shares; 2025Q4: 293,372 shares 293,372 $96M 0.31% -4,986 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,941 shares; 2024Q4: 532,045 shares; 2025Q1: 514,857 shares; 2025Q2: 508,719 shares; 2025Q3: 502,745 shares; 2025Q4: 486,812 shares 486,812 $95M 0.3% -15,933 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683,867 shares; 2024Q4: 1,602,225 shares; 2025Q1: 1,601,980 shares; 2025Q2: 1,680,576 shares; 2025Q3: 1,718,090 shares; 2025Q4: 1,753,716 shares 1,753,716 $94.3M 0.3% +35,626 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,611 shares; 2024Q4: 518,970 shares; 2025Q1: 528,169 shares; 2025Q2: 517,071 shares; 2025Q3: 513,075 shares; 2025Q4: 505,673 shares 505,673 $92.7M 0.29% -7,402 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,798 shares; 2024Q4: 506,941 shares; 2025Q1: 542,502 shares; 2025Q2: 563,903 shares; 2025Q3: 559,571 shares; 2025Q4: 571,517 shares 571,517 $91.7M 0.29% +11,946 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,796 shares; 2024Q4: 320,806 shares; 2025Q1: 380,720 shares; 2025Q2: 369,590 shares; 2025Q3: 342,200 shares; 2025Q4: 335,578 shares 335,578 $90M 0.29% -6,622 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,369 shares; 2024Q4: 218,999 shares; 2025Q1: 212,101 shares; 2025Q2: 203,555 shares; 2025Q3: 198,683 shares; 2025Q4: 184,006 shares 184,006 $89.8M 0.29% -14,677 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,495 shares; 2024Q4: 306,657 shares; 2025Q1: 300,367 shares; 2025Q2: 295,334 shares; 2025Q3: 289,675 shares; 2025Q4: 283,597 shares 283,597 $89.3M 0.28% -6,078 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,061 shares; 2024Q4: 591,343 shares; 2025Q1: 563,170 shares; 2025Q2: 544,419 shares; 2025Q3: 536,024 shares; 2025Q4: 530,228 shares 530,228 $86.2M 0.27% -5,796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,764 shares; 2024Q4: 1,080,682 shares; 2025Q1: 1,224,663 shares; 2025Q2: 1,319,673 shares; 2025Q3: 1,381,543 shares; 2025Q4: 1,685,583 shares 1,685,583 $85.3M 0.27% +304,040 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228,796 shares; 2024Q4: 1,354,116 shares; 2025Q1: 1,342,373 shares; 2025Q2: 1,340,424 shares; 2025Q3: 1,349,344 shares; 2025Q4: 1,365,563 shares 1,365,563 $83.8M 0.27% +16,219 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,412 shares; 2024Q4: 631,065 shares; 2025Q1: 594,355 shares; 2025Q2: 559,285 shares; 2025Q3: 581,569 shares; 2025Q4: 569,877 shares 569,877 $81.8M 0.26% -11,692 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,634 shares; 2024Q4: 466,588 shares; 2025Q1: 472,379 shares; 2025Q2: 482,564 shares; 2025Q3: 461,765 shares; 2025Q4: 461,836 shares 461,836 $80.1M 0.25% +71 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817,595 shares; 2024Q4: 770,939 shares; 2025Q1: 738,402 shares; 2025Q2: 727,471 shares; 2025Q3: 666,244 shares; 2025Q4: 647,461 shares 647,461 $79.8M 0.25% -18,783 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,013 shares; 2024Q4: 345,185 shares; 2025Q1: 323,709 shares; 2025Q2: 308,790 shares; 2025Q3: 309,932 shares; 2025Q4: 309,381 shares 309,381 $79.8M 0.25% -551 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,945 shares; 2024Q4: 231,277 shares; 2025Q1: 232,778 shares; 2025Q2: 238,721 shares; 2025Q3: 226,599 shares; 2025Q4: 228,849 shares 228,849 $77M 0.24% +2,250 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,460 shares; 2024Q4: 445,540 shares; 2025Q1: 367,582 shares; 2025Q2: 357,003 shares; 2025Q3: 370,696 shares; 2025Q4: 359,021 shares 359,021 $76.9M 0.24% -11,675 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,341 shares; 2024Q4: 108,314 shares; 2025Q1: 270,568 shares; 2025Q2: 321,666 shares; 2025Q3: 338,884 shares; 2025Q4: 353,755 shares 353,755 $76.8M 0.24% +14,871 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,781 shares; 2024Q4: 318,057 shares; 2025Q1: 313,280 shares; 2025Q2: 307,748 shares; 2025Q3: 300,869 shares; 2025Q4: 296,228 shares 296,228 $76.2M 0.24% -4,641 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,964 shares; 2024Q4: 201,147 shares; 2025Q1: 194,763 shares; 2025Q2: 189,235 shares; 2025Q3: 180,095 shares; 2025Q4: 161,714 shares 161,714 $76M 0.24% -18,381 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,795 shares; 2025Q1: 71,488 shares; 2025Q2: 70,261 shares; 2025Q3: 70,496 shares; 2025Q4: 70,396 shares 70,396 $75.3M 0.24% -100 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,199 shares; 2024Q4: 712,618 shares; 2025Q1: 686,374 shares; 2025Q2: 689,039 shares; 2025Q3: 664,642 shares; 2025Q4: 657,230 shares 657,230 $74.8M 0.24% -7,412 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,960 shares; 2024Q4: 87,902 shares; 2025Q1: 95,436 shares; 2025Q2: 95,870 shares; 2025Q3: 96,868 shares; 2025Q4: 473,412 shares 473,412 $72.5M 0.23% +376,544 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,403 shares; 2024Q4: 470,453 shares; 2025Q1: 510,495 shares; 2025Q2: 576,752 shares; 2025Q3: 608,273 shares; 2025Q4: 589,417 shares 589,417 $71.8M 0.23% -18,856 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038,191 shares; 2024Q4: 3,038,718 shares; 2025Q1: 3,129,487 shares; 2025Q2: 2,988,956 shares; 2025Q3: 2,761,027 shares; 2025Q4: 2,550,170 shares 2,550,170 $70M 0.22% -210,857 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,897 shares; 2024Q4: 183,860 shares; 2025Q1: 185,152 shares; 2025Q2: 187,921 shares; 2025Q3: 186,774 shares; 2025Q4: 189,079 shares 189,079 $69.9M 0.22% +2,305 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,577 shares; 2024Q4: 866,932 shares; 2025Q1: 813,286 shares; 2025Q2: 847,680 shares; 2025Q3: 863,490 shares; 2025Q4: 880,727 shares 880,727 $69.4M 0.22% +17,237 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,590 shares; 2024Q4: 313,953 shares; 2025Q1: 305,643 shares; 2025Q2: 296,678 shares; 2025Q3: 294,181 shares; 2025Q4: 281,471 shares 281,471 $69.3M 0.22% -12,710 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,793 shares; 2024Q4: 87,578 shares; 2025Q1: 96,442 shares; 2025Q2: 91,748 shares; 2025Q3: 98,403 shares; 2025Q4: 102,592 shares 102,592 $67.1M 0.21% +4,189 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,245 shares; 2024Q4: 315,071 shares; 2025Q1: 305,356 shares; 2025Q2: 279,313 shares; 2025Q3: 281,876 shares; 2025Q4: 274,189 shares 274,189 $66.1M 0.21% -7,687 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,665 shares; 2024Q4: 416,970 shares; 2025Q1: 467,708 shares; 2025Q2: 497,457 shares; 2025Q3: 648,239 shares; 2025Q4: 787,033 shares 787,033 $64.8M 0.21% +138,794 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,714 shares; 2024Q4: 197,886 shares; 2025Q1: 187,622 shares; 2025Q2: 181,126 shares; 2025Q3: 177,049 shares; 2025Q4: 163,124 shares 163,124 $64.6M 0.21% -13,925 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785,936 shares; 2024Q4: 2,627,106 shares; 2025Q1: 2,778,113 shares; 2025Q2: 2,680,543 shares; 2025Q3: 2,586,928 shares; 2025Q4: 2,590,275 shares 2,590,275 $64.5M 0.2% +3,347 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,877 shares; 2024Q4: 629,246 shares; 2025Q1: 678,728 shares; 2025Q2: 697,439 shares; 2025Q3: 730,567 shares; 2025Q4: 731,100 shares 731,100 $62.1M 0.2% +533 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854,431 shares; 2024Q4: 740,633 shares; 2025Q1: 680,395 shares; 2025Q2: 622,977 shares; 2025Q3: 600,532 shares; 2025Q4: 588,969 shares 588,969 $62M 0.2% -11,563 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,824 shares; 2024Q4: 423,613 shares; 2025Q1: 410,449 shares; 2025Q2: 386,370 shares; 2025Q3: 373,475 shares; 2025Q4: 355,628 shares 355,628 $60.8M 0.19% -17,847 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,979 shares; 2024Q4: 238,731 shares; 2025Q1: 262,168 shares; 2025Q2: 250,348 shares; 2025Q3: 237,125 shares; 2025Q4: 229,488 shares 229,488 $60.8M 0.19% -7,637 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,695 shares; 2024Q4: 289,294 shares; 2025Q1: 297,704 shares; 2025Q2: 300,571 shares; 2025Q3: 294,857 shares; 2025Q4: 292,188 shares 292,188 $59.3M 0.19% -2,669 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,077 shares; 2024Q4: 337,280 shares; 2025Q1: 320,212 shares; 2025Q2: 312,802 shares; 2025Q3: 291,215 shares; 2025Q4: 280,879 shares 280,879 $59.1M 0.19% -10,336 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801,667 shares; 2024Q4: 1,380,210 shares; 2025Q1: 1,288,831 shares; 2025Q2: 695,850 shares; 2025Q3: 659,791 shares; 2025Q4: 610,365 shares 610,365 $58M 0.18% -49,426 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,453 shares; 2024Q4: 116,439 shares; 2025Q1: 110,784 shares; 2025Q2: 109,334 shares; 2025Q3: 109,077 shares; 2025Q4: 108,319 shares 108,319 $56.6M 0.18% -758 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,693 shares; 2024Q4: 489,291 shares; 2025Q1: 455,863 shares; 2025Q2: 442,294 shares; 2025Q3: 440,452 shares; 2025Q4: 424,537 shares 424,537 $56.3M 0.18% -15,915 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,393 shares; 2024Q4: 296,463 shares; 2025Q1: 312,210 shares; 2025Q2: 406,305 shares; 2025Q3: 466,142 shares; 2025Q4: 479,284 shares 479,284 $56.2M 0.18% +13,142 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,668 shares; 2024Q4: 293,094 shares; 2025Q1: 369,101 shares; 2025Q2: 378,923 shares; 2025Q3: 393,565 shares; 2025Q4: 442,151 shares 442,151 $54.3M 0.17% +48,586 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,101 shares; 2024Q4: 189,359 shares; 2025Q1: 174,550 shares; 2025Q2: 171,611 shares; 2025Q3: 170,456 shares; 2025Q4: 171,279 shares 171,279 $53.5M 0.17% +823 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,510 shares; 2024Q4: 472,487 shares; 2025Q1: 494,104 shares; 2025Q2: 586,234 shares; 2025Q3: 588,106 shares; 2025Q4: 649,465 shares 649,465 $52.1M 0.17% +61,359 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,181 shares; 2024Q4: 236,462 shares; 2025Q1: 233,524 shares; 2025Q2: 242,954 shares; 2025Q3: 235,857 shares; 2025Q4: 237,131 shares 237,131 $52.1M 0.17% +1,274 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,940 shares; 2024Q4: 263,429 shares; 2025Q1: 252,233 shares; 2025Q2: 250,958 shares; 2025Q3: 245,888 shares; 2025Q4: 239,291 shares 239,291 $50.7M 0.16% -6,597 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,781 shares; 2024Q4: 36,795 shares; 2025Q1: 37,014 shares; 2025Q2: 558,884 shares; 2025Q3: 556,236 shares; 2025Q4: 555,098 shares 555,098 $50.6M 0.16% -1,138 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,748 shares; 2024Q4: 309,729 shares; 2025Q1: 297,492 shares; 2025Q2: 290,480 shares; 2025Q3: 279,555 shares; 2025Q4: 264,030 shares 264,030 $50.4M 0.16% -15,525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,526 shares; 2024Q4: 1,052,461 shares; 2025Q1: 1,008,691 shares; 2025Q2: 545,151 shares; 2025Q3: 477,082 shares; 2025Q4: 439,630 shares 439,630 $50.1M 0.16% -37,452 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,983 shares; 2024Q4: 402,540 shares; 2025Q1: 456,267 shares; 2025Q2: 495,052 shares; 2025Q3: 529,303 shares; 2025Q4: 635,746 shares 635,746 $49M 0.16% +106,443 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,160 shares; 2024Q4: 177,458 shares; 2025Q1: 179,214 shares; 2025Q2: 175,674 shares; 2025Q3: 174,020 shares; 2025Q4: 171,261 shares 171,261 $48.9M 0.16% -2,759 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,019 shares; 2024Q4: 162,914 shares; 2025Q1: 167,613 shares; 2025Q2: 162,375 shares; 2025Q3: 157,388 shares; 2025Q4: 157,122 shares 157,122 $46.5M 0.15% -266 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,624 shares; 2024Q4: 93,386 shares; 2025Q1: 93,635 shares; 2025Q2: 90,272 shares; 2025Q3: 89,405 shares; 2025Q4: 90,653 shares 90,653 $46.3M 0.15% +1,248 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,286 shares; 2024Q4: 44,609 shares; 2025Q1: 68,241 shares; 2025Q2: 88,113 shares; 2025Q3: 93,134 shares; 2025Q4: 97,042 shares 97,042 $45.5M 0.14% +3,908 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,964 shares; 2024Q4: 175,453 shares; 2025Q1: 176,099 shares; 2025Q2: 172,741 shares; 2025Q3: 174,134 shares; 2025Q4: 171,130 shares 171,130 $44.9M 0.14% -3,004 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,289 shares; 2024Q4: 27,390 shares; 2025Q1: 31,899 shares; 2025Q2: 146,694 shares; 2025Q3: 168,142 shares; 2025Q4: 183,335 shares 183,335 $44.4M 0.14% +15,193 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848,638 shares; 2024Q4: 815,094 shares; 2025Q1: 797,897 shares; 2025Q2: 787,479 shares; 2025Q3: 766,841 shares; 2025Q4: 755,366 shares 755,366 $40.3M 0.13% -11,475 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,676 shares; 2024Q4: 744,889 shares; 2025Q1: 701,571 shares; 2025Q2: 642,755 shares; 2025Q3: 730,336 shares; 2025Q4: 790,190 shares 790,190 $40.1M 0.13% +59,854 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,070 shares; 2024Q4: 182,409 shares; 2025Q1: 246,574 shares; 2025Q2: 341,371 shares; 2025Q3: 386,276 shares; 2025Q4: 389,628 shares 389,628 $39.7M 0.13% +3,352 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,560 shares; 2024Q4: 555,258 shares; 2025Q1: 548,480 shares; 2025Q2: 520,073 shares; 2025Q3: 522,223 shares; 2025Q4: 522,588 shares 522,588 $39.2M 0.12% +365 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,231 shares; 2024Q4: 933,481 shares; 2025Q1: 803,863 shares; 2025Q2: 755,646 shares; 2025Q3: 750,286 shares; 2025Q4: 712,243 shares 712,243 $39M 0.12% -38,043 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,562 shares; 2024Q4: 89,407 shares; 2025Q1: 95,843 shares; 2025Q2: 99,633 shares; 2025Q3: 113,533 shares; 2025Q4: 109,828 shares 109,828 $38.6M 0.12% -3,705 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212,473 shares; 2024Q4: 1,190,393 shares; 2025Q1: 1,334,055 shares; 2025Q2: 1,267,323 shares; 2025Q3: 1,241,490 shares; 2025Q4: 1,230,373 shares 1,230,373 $38.1M 0.12% -11,117 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,562 shares; 2024Q4: 685,696 shares; 2025Q1: 659,628 shares; 2025Q2: 580,134 shares; 2025Q3: 602,915 shares; 2025Q4: 587,292 shares 587,292 $37.4M 0.12% -15,623 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,894 shares; 2024Q4: 602,938 shares; 2025Q1: 617,712 shares; 2025Q2: 700,340 shares; 2025Q3: 700,779 shares; 2025Q4: 682,554 shares 682,554 $37.4M 0.12% -18,225 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,745 shares; 2024Q4: 42,501 shares; 2025Q1: 49,342 shares; 2025Q2: 48,218 shares; 2025Q3: 47,331 shares; 2025Q4: 48,853 shares 48,853 $36.8M 0.12% +1,522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,331,674 shares; 2025Q1: 1,332,099 shares; 2025Q2: 1,331,429 shares; 2025Q3: 1,342,363 shares; 2025Q4: 1,342,363 shares 1,342,363 $36.8M 0.12% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,990 shares; 2024Q4: 94,760 shares; 2025Q1: 99,593 shares; 2025Q2: 93,916 shares; 2025Q3: 98,531 shares; 2025Q4: 117,558 shares 117,558 $36.5M 0.12% +19,027 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,152 shares; 2024Q4: 67,114 shares; 2025Q1: 80,096 shares; 2025Q2: 128,098 shares; 2025Q3: 173,745 shares; 2025Q4: 198,145 shares 198,145 $35.2M 0.11% +24,400 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,189 shares; 2024Q4: 474,190 shares; 2025Q1: 469,050 shares; 2025Q2: 429,646 shares; 2025Q3: 411,689 shares; 2025Q4: 783,414 shares 783,414 $35M 0.11% +371,725 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,259 shares; 2024Q4: 87,552 shares; 2025Q1: 78,163 shares; 2025Q2: 77,534 shares; 2025Q3: 73,233 shares; 2025Q4: 71,827 shares 71,827 $34.7M 0.11% -1,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,496 shares; 2024Q4: 463,490 shares; 2025Q1: 574,557 shares; 2025Q2: 705,180 shares; 2025Q3: 762,747 shares; 2025Q4: 797,069 shares 797,069 $34.3M 0.11% +34,322 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,884 shares; 2024Q4: 455,936 shares; 2025Q1: 455,914 shares; 2025Q2: 454,002 shares; 2025Q3: 453,785 shares; 2025Q4: 453,761 shares 453,761 $33.4M 0.11% -24 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,840 shares; 2024Q4: 47,575 shares; 2025Q1: 48,168 shares; 2025Q2: 48,031 shares; 2025Q3: 48,121 shares; 2025Q4: 49,854 shares 49,854 $33M 0.1% +1,733 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,083 shares; 2024Q4: 288,110 shares; 2025Q1: 273,525 shares; 2025Q2: 267,631 shares; 2025Q3: 253,981 shares; 2025Q4: 231,776 shares 231,776 $32.7M 0.1% -22,205 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,843 shares; 2024Q4: 413,432 shares; 2025Q1: 401,605 shares; 2025Q2: 383,262 shares; 2025Q3: 374,399 shares; 2025Q4: 349,409 shares 349,409 $32.7M 0.1% -24,990 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,638 shares; 2024Q4: 777,172 shares; 2025Q1: 784,950 shares; 2025Q2: 771,022 shares; 2025Q3: 713,418 shares; 2025Q4: 686,240 shares 686,240 $32.1M 0.1% -27,178 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,756 shares; 2024Q4: 188,403 shares; 2025Q1: 229,900 shares; 2025Q2: 275,264 shares; 2025Q3: 331,679 shares; 2025Q4: 377,719 shares 377,719 $30.9M 0.1% +46,040 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,662 shares; 2024Q4: 235,400 shares; 2025Q1: 219,903 shares; 2025Q2: 221,593 shares; 2025Q3: 215,771 shares; 2025Q4: 203,099 shares 203,099 $30.7M 0.1% -12,672 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,841 shares; 2024Q4: 735,644 shares; 2025Q1: 734,190 shares; 2025Q2: 691,488 shares; 2025Q3: 668,154 shares; 2025Q4: 566,644 shares 566,644 $30.6M 0.1% -101,510 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 4,576 shares; 2025Q1: 4,921 shares; 2025Q2: 5,329 shares; 2025Q3: 5,578 shares; 2025Q4: 5,638 shares 5,638 $30.2M 0.1% +60 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,959 shares; 2024Q4: 150,179 shares; 2025Q1: 146,748 shares; 2025Q2: 132,951 shares; 2025Q3: 128,174 shares; 2025Q4: 121,960 shares 121,960 $30.1M 0.1% -6,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,471 shares; 2024Q4: 257,770 shares; 2025Q1: 254,662 shares; 2025Q2: 257,549 shares; 2025Q3: 251,984 shares; 2025Q4: 246,468 shares 246,468 $29M 0.09% -5,516 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,946 shares; 2024Q4: 228,556 shares; 2025Q1: 271,489 shares; 2025Q2: 296,046 shares; 2025Q3: 304,656 shares; 2025Q4: 302,509 shares 302,509 $28.8M 0.09% -2,147 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,576 shares; 2024Q4: 202,764 shares; 2025Q1: 218,045 shares; 2025Q2: 236,504 shares; 2025Q3: 243,824 shares; 2025Q4: 249,481 shares 249,481 $28.8M 0.09% +5,657 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,280 shares; 2024Q4: 117,024 shares; 2025Q1: 112,539 shares; 2025Q2: 108,344 shares; 2025Q3: 107,720 shares; 2025Q4: 96,494 shares 96,494 $27.9M 0.09% -11,226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356,752 shares; 2024Q4: 4,332,764 shares; 2025Q1: 4,347,485 shares; 2025Q2: 4,250,785 shares; 2025Q3: 3,886,866 shares; 2025Q4: 369,246 shares 369,246 $27.7M 0.09% -3,517,620 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,745 shares; 2024Q4: 219,501 shares; 2025Q1: 215,432 shares; 2025Q2: 211,556 shares; 2025Q3: 206,409 shares; 2025Q4: 201,949 shares 201,949 $27.7M 0.09% -4,460 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,622 shares; 2024Q4: 212,316 shares; 2025Q1: 115,061 shares; 2025Q2: 99,773 shares; 2025Q3: 88,333 shares; 2025Q4: 76,579 shares 76,579 $26.8M 0.09% -11,754 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,673 shares; 2024Q4: 111,860 shares; 2025Q1: 179,449 shares; 2025Q2: 203,294 shares; 2025Q3: 224,286 shares; 2025Q4: 246,777 shares 246,777 $26.3M 0.08% +22,491 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,345 shares; 2024Q4: 98,965 shares; 2025Q1: 179,584 shares; 2025Q2: 182,843 shares; 2025Q3: 188,228 shares; 2025Q4: 167,285 shares 167,285 $25.9M 0.08% -20,943 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,863 shares; 2024Q4: 73,601 shares; 2025Q1: 73,346 shares; 2025Q2: 70,182 shares; 2025Q3: 67,272 shares; 2025Q4: 67,068 shares 67,068 $25.9M 0.08% -204 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,845 shares; 2024Q4: 75,740 shares; 2025Q1: 72,398 shares; 2025Q2: 100,483 shares; 2025Q3: 96,913 shares; 2025Q4: 94,912 shares 94,912 $25.9M 0.08% -2,001 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,480 shares; 2024Q4: 98,365 shares; 2025Q1: 98,912 shares; 2025Q2: 95,104 shares; 2025Q3: 96,088 shares; 2025Q4: 94,952 shares 94,952 $25.8M 0.08% -1,136 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,044 shares; 2025Q1: 157,781 shares; 2025Q2: 153,605 shares; 2025Q3: 153,453 shares; 2025Q4: 148,615 shares 148,615 $25.4M 0.08% -4,838 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,832 shares; 2024Q4: 592,113 shares; 2025Q1: 534,851 shares; 2025Q2: 433,493 shares; 2025Q3: 424,302 shares; 2025Q4: 398,174 shares 398,174 $25.4M 0.08% -26,128 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,058 shares; 2024Q4: 239,532 shares; 2025Q1: 206,262 shares; 2025Q2: 192,430 shares; 2025Q3: 164,318 shares; 2025Q4: 134,772 shares 134,772 $25M 0.08% -29,546 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,682 shares; 2024Q4: 658,282 shares; 2025Q1: 649,963 shares; 2025Q2: 557,239 shares; 2025Q3: 588,079 shares; 2025Q4: 657,542 shares 657,542 $24.2M 0.08% +69,463 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,420 shares; 2024Q4: 920,855 shares; 2025Q1: 933,782 shares; 2025Q2: 929,992 shares; 2025Q3: 948,290 shares; 2025Q4: 974,753 shares 974,753 $24.2M 0.08% +26,463 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,175 shares; 2024Q4: 305,471 shares; 2025Q1: 308,473 shares; 2025Q2: 309,962 shares; 2025Q3: 316,415 shares; 2025Q4: 291,499 shares 291,499 $24.1M 0.08% -24,916 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,786 shares; 2024Q4: 111,771 shares; 2025Q1: 118,314 shares; 2025Q2: 112,563 shares; 2025Q3: 109,821 shares; 2025Q4: 104,879 shares 104,879 $23.9M 0.08% -4,942 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,714 shares; 2024Q4: 96,841 shares; 2025Q1: 118,975 shares; 2025Q2: 136,405 shares; 2025Q3: 167,821 shares; 2025Q4: 169,949 shares 169,949 $23M 0.07% +2,128 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,342 shares; 2024Q4: 250,505 shares; 2025Q1: 234,810 shares; 2025Q2: 229,784 shares; 2025Q3: 223,136 shares; 2025Q4: 209,285 shares 209,285 $22M 0.07% -13,851 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,616 shares; 2024Q4: 209,408 shares; 2025Q1: 255,866 shares; 2025Q2: 334,757 shares; 2025Q3: 340,480 shares; 2025Q4: 362,608 shares 362,608 $20.8M 0.07% +22,128 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,345 shares; 2024Q4: 252,572 shares; 2025Q1: 266,348 shares; 2025Q2: 268,371 shares; 2025Q3: 271,061 shares; 2025Q4: 270,042 shares 270,042 $20.7M 0.07% -1,019 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,236 shares; 2024Q4: 72,786 shares; 2025Q1: 71,463 shares; 2025Q2: 69,882 shares; 2025Q3: 69,047 shares; 2025Q4: 68,272 shares 68,272 $20.6M 0.07% -775 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,454 shares; 2024Q4: 62,720 shares; 2025Q1: 61,548 shares; 2025Q2: 68,288 shares; 2025Q3: 67,858 shares; 2025Q4: 67,433 shares 67,433 $20.5M 0.07% -425 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,692 shares; 2024Q4: 382,866 shares; 2025Q1: 322,071 shares; 2025Q2: 302,842 shares; 2025Q3: 293,610 shares; 2025Q4: 285,095 shares 285,095 $20.4M 0.06% -8,515 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,950 shares; 2024Q4: 276,870 shares; 2025Q1: 263,641 shares; 2025Q2: 250,677 shares; 2025Q3: 242,408 shares; 2025Q4: 236,617 shares 236,617 $19.9M 0.06% -5,791 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,761 shares; 2024Q4: 477,342 shares; 2025Q1: 496,066 shares; 2025Q2: 450,727 shares; 2025Q3: 441,384 shares; 2025Q4: 450,502 shares 450,502 $19.9M 0.06% +9,118 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,640 shares; 2024Q4: 206,861 shares; 2025Q1: 242,599 shares; 2025Q2: 289,807 shares; 2025Q3: 309,561 shares; 2025Q4: 322,641 shares 322,641 $19.4M 0.06% +13,080 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,337 shares; 2024Q4: 191,468 shares; 2025Q1: 198,673 shares; 2025Q2: 188,522 shares; 2025Q3: 200,328 shares; 2025Q4: 201,581 shares 201,581 $19.4M 0.06% +1,253 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,513 shares; 2024Q4: 662,388 shares; 2025Q1: 575,366 shares; 2025Q2: 543,128 shares; 2025Q3: 511,821 shares; 2025Q4: 519,965 shares 519,965 $19.2M 0.06% +8,144 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,467 shares; 2024Q4: 74,773 shares; 2025Q1: 140,918 shares; 2025Q2: 145,013 shares; 2025Q3: 189,171 shares; 2025Q4: 196,986 shares 196,986 $18.9M 0.06% +7,815 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,977 shares; 2024Q4: 199,725 shares; 2025Q1: 183,207 shares; 2025Q2: 136,099 shares; 2025Q3: 123,034 shares; 2025Q4: 117,952 shares 117,952 $18.3M 0.06% -5,082 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,808 shares; 2024Q4: 825,744 shares; 2025Q1: 760,040 shares; 2025Q2: 617,256 shares; 2025Q3: 499,669 shares; 2025Q4: 471,585 shares 471,585 $18.1M 0.06% -28,084 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 706 shares; 2025Q2: 460 shares; 2025Q3: 287,772 shares; 2025Q4: 340,678 shares 340,678 $18M 0.06% +52,906 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,885 shares; 2024Q4: 101,962 shares; 2025Q1: 94,140 shares; 2025Q2: 88,474 shares; 2025Q3: 85,084 shares; 2025Q4: 84,411 shares 84,411 $17.9M 0.06% -673 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,341 shares; 2024Q4: 53,465 shares; 2025Q1: 52,013 shares; 2025Q2: 54,355 shares; 2025Q3: 55,944 shares; 2025Q4: 55,647 shares 55,647 $17.4M 0.06% -297 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,130 shares; 2024Q4: 214,997 shares; 2025Q1: 200,122 shares; 2025Q2: 204,007 shares; 2025Q3: 218,856 shares; 2025Q4: 221,491 shares 221,491 $17.2M 0.05% +2,635 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,939 shares; 2024Q4: 28,643 shares; 2025Q1: 34,845 shares; 2025Q2: 34,227 shares; 2025Q3: 33,512 shares; 2025Q4: 33,587 shares 33,587 $17.2M 0.05% +75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,638 shares; 2024Q4: 231,880 shares; 2025Q1: 263,500 shares; 2025Q2: 262,582 shares; 2025Q3: 275,282 shares; 2025Q4: 297,500 shares 297,500 $16.9M 0.05% +22,218 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,034 shares; 2024Q4: 130,030 shares; 2025Q1: 128,727 shares; 2025Q2: 124,864 shares; 2025Q3: 144,179 shares; 2025Q4: 144,484 shares 144,484 $16.9M 0.05% +305 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,382 shares; 2024Q4: 260,043 shares; 2025Q1: 243,992 shares; 2025Q2: 224,180 shares; 2025Q3: 213,653 shares; 2025Q4: 208,543 shares 208,543 $16.8M 0.05% -5,110 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,655 shares; 2024Q4: 127,189 shares; 2025Q1: 130,529 shares; 2025Q2: 119,792 shares; 2025Q3: 118,272 shares; 2025Q4: 119,012 shares 119,012 $16.8M 0.05% +740 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,097 shares; 2024Q4: 462,220 shares; 2025Q1: 457,611 shares; 2025Q2: 439,646 shares; 2025Q3: 417,657 shares; 2025Q4: 399,976 shares 399,976 $16.3M 0.05% -17,681 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 58,472 shares; 2025Q1: 80,460 shares; 2025Q2: 84,905 shares; 2025Q3: 85,953 shares; 2025Q4: 87,286 shares 87,286 $16.2M 0.05% +1,333 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,429 shares; 2024Q4: 381,685 shares; 2025Q1: 348,806 shares; 2025Q2: 337,848 shares; 2025Q3: 332,329 shares; 2025Q4: 299,302 shares 299,302 $16.1M 0.05% -33,027 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,889 shares; 2024Q4: 133,596 shares; 2025Q1: 131,094 shares; 2025Q2: 151,095 shares; 2025Q3: 141,418 shares; 2025Q4: 91,394 shares 91,394 $16M 0.05% -50,024 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,021 shares; 2024Q4: 52,079 shares; 2025Q1: 51,217 shares; 2025Q2: 49,970 shares; 2025Q3: 49,791 shares; 2025Q4: 49,331 shares 49,331 $15.9M 0.05% -460 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,735 shares; 2024Q4: 78,922 shares; 2025Q1: 77,780 shares; 2025Q2: 78,214 shares; 2025Q3: 75,833 shares; 2025Q4: 75,901 shares 75,901 $15.7M 0.05% +68 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,260 shares; 2024Q4: 295,661 shares; 2025Q1: 303,230 shares; 2025Q2: 264,020 shares; 2025Q3: 251,855 shares; 2025Q4: 250,282 shares 250,282 $15.6M 0.05% -1,573 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,354 shares; 2024Q4: 136,197 shares; 2025Q1: 215,039 shares; 2025Q2: 296,551 shares; 2025Q3: 319,263 shares; 2025Q4: 333,329 shares 333,329 $15.6M 0.05% +14,066 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,617 shares; 2024Q4: 945,853 shares; 2025Q1: 792,610 shares; 2025Q2: 728,955 shares; 2025Q3: 644,055 shares; 2025Q4: 521,037 shares 521,037 $15.6M 0.05% -123,018 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,376 shares; 2024Q4: 96,218 shares; 2025Q1: 90,351 shares; 2025Q2: 86,281 shares; 2025Q3: 85,791 shares; 2025Q4: 84,281 shares 84,281 $15.3M 0.05% -1,510 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 7,234 shares; 2025Q1: 9,405 shares; 2025Q2: 12,621 shares; 2025Q3: 14,935 shares; 2025Q4: 16,824 shares 16,824 $15.2M 0.05% +1,889 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 21 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $15.1M 0.05% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,537 shares; 2024Q4: 134,686 shares; 2025Q1: 139,520 shares; 2025Q2: 121,686 shares; 2025Q3: 117,754 shares; 2025Q4: 117,652 shares 117,652 $15M 0.05% -102 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,039 shares; 2024Q4: 705,262 shares; 2025Q1: 763,005 shares; 2025Q2: 744,931 shares; 2025Q3: 533,523 shares; 2025Q4: 401,062 shares 401,062 $14.8M 0.05% -132,461 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,069 shares; 2024Q4: 81,587 shares; 2025Q1: 82,305 shares; 2025Q2: 90,386 shares; 2025Q3: 91,218 shares; 2025Q4: 92,039 shares 92,039 $14.7M 0.05% +821 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 6,499 shares; 2025Q1: 40,267 shares; 2025Q2: 64,217 shares; 2025Q3: 69,656 shares; 2025Q4: 90,806 shares 90,806 $14.6M 0.05% +21,150 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,483 shares; 2024Q4: 22,678 shares; 2025Q1: 23,196 shares; 2025Q2: 23,076 shares; 2025Q3: 22,367 shares; 2025Q4: 23,725 shares 23,725 $14.6M 0.05% +1,358 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,313 shares; 2024Q4: 94,070 shares; 2025Q1: 89,852 shares; 2025Q2: 88,250 shares; 2025Q3: 83,021 shares; 2025Q4: 81,461 shares 81,461 $14.4M 0.05% -1,560 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,016 shares; 2024Q4: 73,698 shares; 2025Q1: 71,658 shares; 2025Q2: 42,389 shares; 2025Q3: 47,155 shares; 2025Q4: 51,344 shares 51,344 $14.3M 0.05% +4,189 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,800 shares; 2024Q4: 267,950 shares; 2025Q1: 223,309 shares; 2025Q2: 194,396 shares; 2025Q3: 190,056 shares; 2025Q4: 192,598 shares 192,598 $14.2M 0.05% +2,542 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,951 shares; 2024Q4: 144,958 shares; 2025Q1: 142,361 shares; 2025Q2: 158,051 shares; 2025Q3: 150,996 shares; 2025Q4: 141,558 shares 141,558 $14.1M 0.04% -9,438 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,041 shares; 2024Q4: 143,391 shares; 2025Q1: 139,545 shares; 2025Q2: 135,855 shares; 2025Q3: 138,780 shares; 2025Q4: 143,786 shares 143,786 $13.9M 0.04% +5,006 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 1,024 shares; 2025Q2: 99,424 shares; 2025Q3: 218,538 shares; 2025Q4: 436,313 shares 436,313 $13.6M 0.04% +217,775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,033 shares; 2024Q4: 357,330 shares; 2025Q1: 387,252 shares; 2025Q2: 224,694 shares; 2025Q3: 230,892 shares; 2025Q4: 230,526 shares 230,526 $13.3M 0.04% -366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,270 shares; 2024Q4: 105,204 shares; 2025Q1: 105,505 shares; 2025Q2: 103,523 shares; 2025Q3: 100,200 shares; 2025Q4: 93,687 shares 93,687 $13.2M 0.04% -6,513 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,562 shares; 2024Q4: 11,399 shares; 2025Q1: 11,368 shares; 2025Q2: 10,944 shares; 2025Q3: 10,687 shares; 2025Q4: 9,876 shares 9,876 $13.1M 0.04% -811 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,697 shares; 2024Q4: 9,759 shares; 2025Q1: 13,447 shares; 2025Q2: 13,432 shares; 2025Q3: 11,274 shares; 2025Q4: 12,157 shares 12,157 $13M 0.04% +883 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,619 shares; 2024Q4: 10,479 shares; 2025Q1: 10,567 shares; 2025Q2: 10,057 shares; 2025Q3: 11,537 shares; 2025Q4: 10,694 shares 10,694 $13M 0.04% -843 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,071 shares; 2024Q4: 53,973 shares; 2025Q1: 52,799 shares; 2025Q2: 53,034 shares; 2025Q3: 51,974 shares; 2025Q4: 104,215 shares 104,215 $12.4M 0.04% +52,241 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,510 shares; 2024Q4: 27,023 shares; 2025Q1: 67,815 shares; 2025Q2: 144,433 shares; 2025Q3: 163,007 shares; 2025Q4: 190,371 shares 190,371 $12.2M 0.04% +27,364 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,401 shares; 2024Q4: 129,643 shares; 2025Q1: 122,353 shares; 2025Q2: 119,303 shares; 2025Q3: 115,372 shares; 2025Q4: 110,630 shares 110,630 $12.2M 0.04% -4,742 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,439 shares; 2024Q4: 96,832 shares; 2025Q1: 95,775 shares; 2025Q2: 92,960 shares; 2025Q3: 91,656 shares; 2025Q4: 91,204 shares 91,204 $12.2M 0.04% -452 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,595 shares; 2024Q4: 51,411 shares; 2025Q1: 50,922 shares; 2025Q2: 51,381 shares; 2025Q3: 50,411 shares; 2025Q4: 46,752 shares 46,752 $12.1M 0.04% -3,659 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,111 shares; 2024Q4: 94,046 shares; 2025Q1: 107,490 shares; 2025Q2: 109,016 shares; 2025Q3: 111,250 shares; 2025Q4: 103,730 shares 103,730 $12M 0.04% -7,520 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,142 shares; 2024Q4: 108,128 shares; 2025Q1: 96,035 shares; 2025Q2: 96,642 shares; 2025Q3: 105,054 shares; 2025Q4: 112,409 shares 112,409 $12M 0.04% +7,355 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,269 shares; 2024Q4: 152,923 shares; 2025Q1: 143,822 shares; 2025Q2: 148,900 shares; 2025Q3: 155,587 shares; 2025Q4: 178,392 shares 178,392 $12M 0.04% +22,805 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 8,643 shares; 2025Q1: 7,691 shares; 2025Q2: 10,134 shares; 2025Q3: 12,063 shares; 2025Q4: 15,425 shares 15,425 $11.9M 0.04% +3,362 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,045 shares; 2024Q4: 213,097 shares; 2025Q1: 209,671 shares; 2025Q2: 202,818 shares; 2025Q3: 200,156 shares; 2025Q4: 197,007 shares 197,007 $11.8M 0.04% -3,149 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,058 shares; 2024Q4: 162,339 shares; 2025Q1: 169,749 shares; 2025Q2: 168,970 shares; 2025Q3: 156,143 shares; 2025Q4: 146,289 shares 146,289 $11.6M 0.04% -9,854 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,820 shares; 2024Q4: 82,974 shares; 2025Q1: 80,427 shares; 2025Q2: 75,437 shares; 2025Q3: 74,953 shares; 2025Q4: 69,204 shares 69,204 $11.2M 0.04% -5,749 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,533 shares; 2024Q4: 113,274 shares; 2025Q1: 115,736 shares; 2025Q2: 90,738 shares; 2025Q3: 85,968 shares; 2025Q4: 71,780 shares 71,780 $11.1M 0.04% -14,188 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,652 shares; 2024Q4: 37,020 shares; 2025Q1: 36,901 shares; 2025Q2: 46,742 shares; 2025Q3: 45,867 shares; 2025Q4: 55,741 shares 55,741 $10.7M 0.03% +9,874 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,349 shares; 2024Q4: 24,190 shares; 2025Q1: 20,743 shares; 2025Q2: 18,942 shares; 2025Q3: 18,721 shares; 2025Q4: 18,286 shares 18,286 $10.4M 0.03% -435 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,562 shares; 2024Q4: 133,533 shares; 2025Q1: 128,217 shares; 2025Q2: 121,381 shares; 2025Q3: 117,804 shares; 2025Q4: 227,068 shares 227,068 $10.3M 0.03% +109,264 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,948 shares; 2024Q4: 54,860 shares; 2025Q1: 77,271 shares; 2025Q2: 91,692 shares; 2025Q3: 107,797 shares; 2025Q4: 116,829 shares 116,829 $10.2M 0.03% +9,032 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,040 shares; 2024Q4: 26,103 shares; 2025Q1: 25,809 shares; 2025Q2: 24,224 shares; 2025Q3: 22,223 shares; 2025Q4: 22,158 shares 22,158 $10M 0.03% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,008 shares; 2024Q4: 148,491 shares; 2025Q1: 143,117 shares; 2025Q2: 135,656 shares; 2025Q3: 134,305 shares; 2025Q4: 127,137 shares 127,137 $9.9M 0.03% -7,168 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,309 shares; 2024Q4: 142,691 shares; 2025Q1: 129,992 shares; 2025Q2: 126,773 shares; 2025Q3: 124,569 shares; 2025Q4: 124,809 shares 124,809 $9.85M 0.03% +240 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,397 shares; 2024Q4: 43,644 shares; 2025Q1: 43,216 shares; 2025Q2: 43,942 shares; 2025Q3: 43,694 shares; 2025Q4: 43,266 shares 43,266 $9.84M 0.03% -428 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,084 shares; 2024Q4: 65,984 shares; 2025Q1: 62,968 shares; 2025Q2: 36,363 shares; 2025Q3: 35,287 shares; 2025Q4: 33,985 shares 33,985 $9.82M 0.03% -1,302 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,287 shares; 2024Q4: 109,826 shares; 2025Q1: 119,578 shares; 2025Q2: 118,288 shares; 2025Q3: 131,630 shares; 2025Q4: 129,162 shares 129,162 $9.57M 0.03% -2,468 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 17,148 shares; 2025Q1: 25,591 shares; 2025Q2: 31,338 shares; 2025Q3: 32,596 shares; 2025Q4: 37,166 shares 37,166 $9.52M 0.03% +4,570 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,681 shares; 2024Q4: 73,160 shares; 2025Q1: 70,470 shares; 2025Q2: 69,354 shares; 2025Q3: 69,830 shares; 2025Q4: 72,078 shares 72,078 $9.48M 0.03% +2,248 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,276 shares; 2024Q4: 107,487 shares; 2025Q1: 108,360 shares; 2025Q2: 108,279 shares; 2025Q3: 108,374 shares; 2025Q4: 106,623 shares 106,623 $9.3M 0.03% -1,751 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,978 shares; 2024Q4: 179,019 shares; 2025Q1: 192,422 shares; 2025Q2: 170,777 shares; 2025Q3: 162,140 shares; 2025Q4: 73,357 shares 73,357 $9.23M 0.03% -88,783 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,462 shares; 2024Q4: 60,767 shares; 2025Q1: 47,064 shares; 2025Q2: 45,253 shares; 2025Q3: 46,807 shares; 2025Q4: 44,662 shares 44,662 $9.13M 0.03% -2,145 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,645 shares; 2024Q4: 72,321 shares; 2025Q1: 71,877 shares; 2025Q2: 71,297 shares; 2025Q3: 68,997 shares; 2025Q4: 70,604 shares 70,604 $9.11M 0.03% +1,607 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,739 shares; 2024Q4: 289,921 shares; 2025Q1: 270,215 shares; 2025Q2: 260,291 shares; 2025Q3: 262,011 shares; 2025Q4: 249,831 shares 249,831 $9.06M 0.03% -12,180 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,828 shares; 2024Q4: 25,766 shares; 2025Q1: 38,828 shares; 2025Q2: 47,446 shares; 2025Q3: 63,475 shares; 2025Q4: 71,909 shares 71,909 $8.61M 0.03% +8,434 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,915 shares; 2024Q4: 24,612 shares; 2025Q1: 24,818 shares; 2025Q2: 25,447 shares; 2025Q3: 24,985 shares; 2025Q4: 24,313 shares 24,313 $8.58M 0.03% -672 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,331 shares; 2024Q4: 67,742 shares; 2025Q1: 64,521 shares; 2025Q2: 61,125 shares; 2025Q3: 59,958 shares; 2025Q4: 59,125 shares 59,125 $8.35M 0.03% -833 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,345 shares; 2024Q4: 40,702 shares; 2025Q1: 30,555 shares; 2025Q2: 28,530 shares; 2025Q3: 28,326 shares; 2025Q4: 27,793 shares 27,793 $8.16M 0.03% -533 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,186 shares; 2024Q4: 84,335 shares; 2025Q1: 82,722 shares; 2025Q2: 82,321 shares; 2025Q3: 81,177 shares; 2025Q4: 77,114 shares 77,114 $8.13M 0.03% -4,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,335 shares; 2024Q4: 34,214 shares; 2025Q1: 35,449 shares; 2025Q2: 40,262 shares; 2025Q3: 30,580 shares; 2025Q4: 29,059 shares 29,059 $8M 0.03% -1,521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,356 shares; 2024Q4: 114,315 shares; 2025Q1: 92,196 shares; 2025Q2: 69,944 shares; 2025Q3: 65,718 shares; 2025Q4: 65,601 shares 65,601 $8M 0.03% -117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,303 shares; 2024Q4: 121,101 shares; 2025Q1: 122,499 shares; 2025Q2: 122,482 shares; 2025Q3: 119,650 shares; 2025Q4: 116,694 shares 116,694 $7.95M 0.03% -2,956 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,814 shares; 2024Q4: 152,326 shares; 2025Q1: 167,861 shares; 2025Q2: 153,332 shares; 2025Q3: 152,042 shares; 2025Q4: 148,607 shares 148,607 $7.86M 0.02% -3,435 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 759 shares; 2025Q2: 1,458 shares; 2025Q3: 18,699 shares; 2025Q4: 99,409 shares 99,409 $7.53M 0.02% +80,710 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,447 shares; 2024Q4: 111,448 shares; 2025Q1: 107,382 shares; 2025Q2: 96,628 shares; 2025Q3: 91,251 shares; 2025Q4: 85,038 shares 85,038 $7.45M 0.02% -6,213 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 381,547 shares 381,547 $7.43M 0.02% +381,475 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,990 shares; 2024Q4: 80,373 shares; 2025Q1: 58,915 shares; 2025Q2: 56,906 shares; 2025Q3: 54,802 shares; 2025Q4: 50,894 shares 50,894 $7.33M 0.02% -3,908 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,216 shares; 2024Q4: 59,726 shares; 2025Q1: 56,538 shares; 2025Q2: 52,515 shares; 2025Q3: 49,720 shares; 2025Q4: 45,536 shares 45,536 $7.32M 0.02% -4,184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,135 shares; 2024Q4: 106,047 shares; 2025Q1: 88,172 shares; 2025Q2: 86,961 shares; 2025Q3: 83,647 shares; 2025Q4: 82,382 shares 82,382 $7.05M 0.02% -1,265 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,717 shares; 2024Q4: 28,648 shares; 2025Q1: 28,715 shares; 2025Q2: 28,505 shares; 2025Q3: 28,308 shares; 2025Q4: 28,082 shares 28,082 $7.05M 0.02% -226 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 11,019 shares; 2025Q1: 11,059 shares; 2025Q2: 10,774 shares; 2025Q3: 9,675 shares; 2025Q4: 9,181 shares 9,181 $7.03M 0.02% -494 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 19,224 shares; 2025Q1: 18,469 shares; 2025Q2: 18,229 shares; 2025Q3: 17,734 shares; 2025Q4: 20,611 shares 20,611 $6.96M 0.02% +2,877 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,391 shares; 2024Q4: 9,310 shares; 2025Q1: 9,059 shares; 2025Q2: 8,962 shares; 2025Q3: 8,523 shares; 2025Q4: 8,475 shares 8,475 $6.95M 0.02% -48 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,665 shares; 2024Q4: 49,661 shares; 2025Q1: 49,867 shares; 2025Q2: 47,818 shares; 2025Q3: 47,893 shares; 2025Q4: 47,903 shares 47,903 $6.94M 0.02% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 962 shares; 2025Q1: 90,480 shares; 2025Q2: 83,297 shares; 2025Q3: 107,198 shares; 2025Q4: 116,874 shares 116,874 $6.91M 0.02% +9,676 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,089 shares; 2024Q4: 51,868 shares; 2025Q1: 30,713 shares; 2025Q2: 45,223 shares; 2025Q3: 40,548 shares; 2025Q4: 37,198 shares 37,198 $6.77M 0.02% -3,350 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,179 shares; 2024Q4: 25,440 shares; 2025Q1: 26,314 shares; 2025Q2: 26,508 shares; 2025Q3: 26,298 shares; 2025Q4: 24,582 shares 24,582 $6.77M 0.02% -1,716 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,093 shares; 2024Q4: 93,113 shares; 2025Q1: 73,979 shares; 2025Q2: 71,276 shares; 2025Q3: 62,654 shares; 2025Q4: 60,377 shares 60,377 $6.66M 0.02% -2,277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,908 shares; 2024Q4: 219,564 shares; 2025Q1: 212,467 shares; 2025Q2: 136,940 shares; 2025Q3: 126,081 shares; 2025Q4: 109,184 shares 109,184 $6.57M 0.02% -16,897 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,735 shares; 2024Q4: 91,834 shares; 2025Q1: 87,745 shares; 2025Q2: 85,187 shares; 2025Q3: 77,533 shares; 2025Q4: 82,990 shares 82,990 $6.56M 0.02% +5,457 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,331 shares; 2024Q4: 62,251 shares; 2025Q1: 151,317 shares; 2025Q2: 145,926 shares; 2025Q3: 137,554 shares; 2025Q4: 130,762 shares 130,762 $6.25M 0.02% -6,792 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,395 shares; 2024Q4: 38,233 shares; 2025Q1: 38,161 shares; 2025Q2: 35,532 shares; 2025Q3: 33,775 shares; 2025Q4: 31,802 shares 31,802 $6.21M 0.02% -1,973 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,873 shares; 2024Q4: 39,048 shares; 2025Q1: 42,924 shares; 2025Q2: 44,451 shares; 2025Q3: 41,711 shares; 2025Q4: 39,899 shares 39,899 $6.17M 0.02% -1,812 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,655 shares; 2024Q4: 68,168 shares; 2025Q1: 64,094 shares; 2025Q2: 59,309 shares; 2025Q3: 57,649 shares; 2025Q4: 54,095 shares 54,095 $6.15M 0.02% -3,554 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,444 shares; 2024Q4: 93,421 shares; 2025Q1: 91,832 shares; 2025Q2: 94,666 shares; 2025Q3: 90,876 shares; 2025Q4: 95,139 shares 95,139 $6.13M 0.02% +4,263 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,691 shares; 2024Q4: 27,094 shares; 2025Q1: 27,671 shares; 2025Q2: 25,678 shares; 2025Q3: 25,407 shares; 2025Q4: 23,606 shares 23,606 $6.11M 0.02% -1,801 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,680 shares; 2024Q4: 97,445 shares; 2025Q1: 95,925 shares; 2025Q2: 91,058 shares; 2025Q3: 82,742 shares; 2025Q4: 81,969 shares 81,969 $6.02M 0.02% -773 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,640 shares; 2025Q1: 1,663 shares; 2025Q2: 1,331 shares; 2025Q3: 792 shares; 2025Q4: 52,649 shares 52,649 $5.99M 0.02% +51,857 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 6,810 shares; 2025Q1: 29,736 shares; 2025Q2: 38,718 shares; 2025Q3: 37,708 shares; 2025Q4: 37,205 shares 37,205 $5.99M 0.02% -503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,246 shares; 2024Q4: 110,156 shares; 2025Q1: 102,589 shares; 2025Q2: 100,782 shares; 2025Q3: 94,240 shares; 2025Q4: 93,507 shares 93,507 $5.94M 0.02% -733 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 15,356 shares; 2025Q1: 15,534 shares; 2025Q2: 19,699 shares; 2025Q3: 20,357 shares; 2025Q4: 21,000 shares 21,000 $5.86M 0.02% +643 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,570 shares; 2024Q4: 136,707 shares; 2025Q1: 138,356 shares; 2025Q2: 137,436 shares; 2025Q3: 134,063 shares; 2025Q4: 132,559 shares 132,559 $5.78M 0.02% -1,504 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,697 shares; 2025Q1: 1,709 shares; 2025Q2: 1,679 shares; 2025Q3: 1,700 shares; 2025Q4: 1,697 shares 1,697 $5.76M 0.02% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,359 shares; 2024Q4: 26,328 shares; 2025Q1: 24,622 shares; 2025Q2: 22,232 shares; 2025Q3: 20,937 shares; 2025Q4: 19,897 shares 19,897 $5.73M 0.02% -1,040 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,372 shares; 2024Q4: 33,205 shares; 2025Q1: 32,296 shares; 2025Q2: 28,273 shares; 2025Q3: 28,269 shares; 2025Q4: 26,698 shares 26,698 $5.66M 0.02% -1,571 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,849 shares; 2024Q4: 17,748 shares; 2025Q1: 17,416 shares; 2025Q2: 17,666 shares; 2025Q3: 18,212 shares; 2025Q4: 19,139 shares 19,139 $5.55M 0.02% +927 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,934 shares; 2024Q4: 89,708 shares; 2025Q1: 103,263 shares; 2025Q2: 102,017 shares; 2025Q3: 98,134 shares; 2025Q4: 104,046 shares 104,046 $5.5M 0.02% +5,912 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,013 shares; 2024Q4: 47,549 shares; 2025Q1: 49,378 shares; 2025Q2: 46,974 shares; 2025Q3: 40,670 shares; 2025Q4: 39,761 shares 39,761 $5.41M 0.02% -909 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,558 shares; 2024Q4: 85,328 shares; 2025Q1: 86,333 shares; 2025Q2: 88,694 shares; 2025Q3: 90,390 shares; 2025Q4: 92,277 shares 92,277 $5.41M 0.02% +1,887 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,540 shares; 2024Q4: 148,540 shares; 2025Q1: 165,540 shares; 2025Q2: 169,712 shares; 2025Q3: 185,012 shares; 2025Q4: 186,512 shares 186,512 $5.37M 0.02% +1,500 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,552 shares; 2024Q4: 44,120 shares; 2025Q1: 30,321 shares; 2025Q2: 31,072 shares; 2025Q3: 31,050 shares; 2025Q4: 27,550 shares 27,550 $5.35M 0.02% -3,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 8,450 shares; 2025Q1: 77,794 shares; 2025Q2: 91,144 shares; 2025Q3: 102,322 shares; 2025Q4: 107,347 shares 107,347 $5.33M 0.02% +5,025 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,142 shares; 2025Q1: 12,487 shares; 2025Q2: 12,326 shares; 2025Q3: 11,424 shares; 2025Q4: 11,826 shares 11,826 $5.26M 0.02% +402 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,379 shares; 2024Q4: 205,998 shares; 2025Q1: 189,826 shares; 2025Q2: 189,835 shares; 2025Q3: 192,071 shares; 2025Q4: 198,479 shares 198,479 $5.26M 0.02% +6,408 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 14,532 shares; 2025Q1: 13,861 shares; 2025Q2: 13,902 shares; 2025Q3: 13,957 shares; 2025Q4: 13,594 shares 13,594 $5.21M 0.02% -363 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,658 shares; 2024Q4: 13,179 shares; 2025Q1: 16,013 shares; 2025Q2: 24,116 shares; 2025Q3: 23,623 shares; 2025Q4: 22,604 shares 22,604 $5.1M 0.02% -1,019 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 3,004 shares; 2025Q1: 6,075 shares; 2025Q2: 5,982 shares; 2025Q3: 7,374 shares; 2025Q4: 7,516 shares 7,516 $5.08M 0.02% +142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,034 shares; 2024Q4: 30,907 shares; 2025Q1: 29,481 shares; 2025Q2: 30,804 shares; 2025Q3: 28,215 shares; 2025Q4: 26,020 shares 26,020 $5.03M 0.02% -2,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 7,005 shares; 2025Q1: 7,357 shares; 2025Q2: 8,088 shares; 2025Q3: 8,454 shares; 2025Q4: 8,045 shares 8,045 $5.01M 0.02% -409 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,817 shares; 2024Q4: 22,047 shares; 2025Q1: 20,002 shares; 2025Q2: 19,565 shares; 2025Q3: 18,561 shares; 2025Q4: 16,562 shares 16,562 $5.01M 0.02% -1,999 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,374 shares; 2024Q4: 77,246 shares; 2025Q1: 66,940 shares; 2025Q2: 71,987 shares; 2025Q3: 71,487 shares; 2025Q4: 71,453 shares 71,453 $4.96M 0.02% -34 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,929 shares; 2024Q4: 60,648 shares; 2025Q1: 60,648 shares; 2025Q2: 61,009 shares; 2025Q3: 61,009 shares; 2025Q4: 59,762 shares 59,762 $4.91M 0.02% -1,247 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 12,443 shares; 2025Q1: 12,867 shares; 2025Q2: 13,428 shares; 2025Q3: 13,774 shares; 2025Q4: 13,661 shares 13,661 $4.83M 0.02% -113 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,635 shares; 2024Q4: 23,027 shares; 2025Q1: 23,185 shares; 2025Q2: 22,859 shares; 2025Q3: 22,698 shares; 2025Q4: 21,556 shares 21,556 $4.81M 0.02% -1,142 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,392 shares; 2025Q1: 7,386 shares; 2025Q2: 7,326 shares; 2025Q3: 8,258 shares; 2025Q4: 7,898 shares 7,898 $4.76M 0.02% -360 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,573 shares; 2024Q4: 51,198 shares; 2025Q1: 55,005 shares; 2025Q2: 53,543 shares; 2025Q3: 57,492 shares; 2025Q4: 57,583 shares 57,583 $4.68M 0.01% +91 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,075 shares; 2024Q4: 72,557 shares; 2025Q1: 78,321 shares; 2025Q2: 78,785 shares; 2025Q3: 80,131 shares; 2025Q4: 80,316 shares 80,316 $4.63M 0.01% +185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,027 shares; 2024Q4: 46,114 shares; 2025Q1: 41,285 shares; 2025Q2: 39,251 shares; 2025Q3: 38,000 shares; 2025Q4: 36,086 shares 36,086 $4.54M 0.01% -1,914 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,826 shares; 2024Q4: 19,420 shares; 2025Q1: 19,732 shares; 2025Q2: 45,116 shares; 2025Q3: 44,048 shares; 2025Q4: 46,523 shares 46,523 $4.52M 0.01% +2,475 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: 9,225 shares; 2025Q1: 9,164 shares; 2025Q2: 9,350 shares; 2025Q3: 9,405 shares; 2025Q4: 9,580 shares 9,580 $4.47M 0.01% +175 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,750 shares; 2024Q4: 48,828 shares; 2025Q1: 48,958 shares; 2025Q2: 52,801 shares; 2025Q3: 51,897 shares; 2025Q4: 104,698 shares 104,698 $4.47M 0.01% +52,801 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,830 shares; 2024Q4: 104,834 shares; 2025Q1: 104,449 shares; 2025Q2: 100,479 shares; 2025Q3: 101,525 shares; 2025Q4: 66,418 shares 66,418 $4.46M 0.01% -35,107 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,073 shares 91,073 $4.42M 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,937 shares; 2025Q1: 2,038 shares; 2025Q2: 2,021 shares; 2025Q3: 2,119 shares; 2025Q4: 2,179 shares 2,179 $4.39M 0.01% +60 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 360 shares; 2025Q1: 15,233 shares; 2025Q2: 20,056 shares; 2025Q3: 18,412 shares; 2025Q4: 19,360 shares 19,360 $4.38M 0.01% +948 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,692 shares; 2025Q1: 9,223 shares; 2025Q2: 9,710 shares; 2025Q3: 9,789 shares; 2025Q4: 9,840 shares 9,840 $4.37M 0.01% +51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,269 shares; 2024Q4: 23,407 shares; 2025Q1: 22,980 shares; 2025Q2: 23,285 shares; 2025Q3: 23,599 shares; 2025Q4: 21,371 shares 21,371 $4.35M 0.01% -2,228 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,667 shares; 2024Q4: 33,809 shares; 2025Q1: 38,414 shares; 2025Q2: 42,634 shares; 2025Q3: 41,578 shares; 2025Q4: 43,255 shares 43,255 $4.32M 0.01% +1,677 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,301 shares; 2024Q4: 44,342 shares; 2025Q1: 23,925 shares; 2025Q2: 24,839 shares; 2025Q3: 32,559 shares; 2025Q4: 30,989 shares 30,989 $4.27M 0.01% -1,570 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,204 shares; 2024Q4: 11,061 shares; 2025Q1: 12,777 shares; 2025Q2: 14,871 shares; 2025Q3: 14,936 shares; 2025Q4: 20,832 shares 20,832 $4.27M 0.01% +5,896 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 35,792 shares; 2025Q1: 32,799 shares; 2025Q2: 32,757 shares; 2025Q3: 31,480 shares; 2025Q4: 26,575 shares 26,575 $4.27M 0.01% -4,905 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,884 shares; 2024Q4: 29,559 shares; 2025Q1: 24,802 shares; 2025Q2: 27,771 shares; 2025Q3: 28,760 shares; 2025Q4: 29,905 shares 29,905 $4.23M 0.01% +1,145 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,204 shares; 2024Q4: 68,529 shares; 2025Q1: 71,616 shares; 2025Q2: 71,786 shares; 2025Q3: 69,199 shares; 2025Q4: 67,039 shares 67,039 $4.19M 0.01% -2,160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,075 shares; 2024Q4: 157,602 shares; 2025Q1: 193,219 shares; 2025Q2: 181,594 shares; 2025Q3: 153,075 shares; 2025Q4: 70,708 shares 70,708 $4.13M 0.01% -82,367 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 98 shares; 2025Q1: 269 shares; 2025Q2: 292 shares; 2025Q3: 1,486 shares; 2025Q4: 6,123 shares 6,123 $4.13M 0.01% +4,637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 16,653 shares; 2025Q1: 18,377 shares; 2025Q2: 20,664 shares; 2025Q3: 20,365 shares; 2025Q4: 18,956 shares 18,956 $4.11M 0.01% -1,409 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,551 shares; 2025Q1: 9,952 shares; 2025Q2: 10,125 shares; 2025Q3: 10,114 shares; 2025Q4: 10,511 shares 10,511 $4.09M 0.01% +397 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,821 shares; 2024Q4: 56,352 shares; 2025Q1: 49,284 shares; 2025Q2: 43,411 shares; 2025Q3: 36,238 shares; 2025Q4: 87,060 shares 87,060 $4.05M 0.01% +50,822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,042 shares; 2024Q4: 59,415 shares; 2025Q1: 59,439 shares; 2025Q2: 58,274 shares; 2025Q3: 112,129 shares; 2025Q4: 110,464 shares 110,464 $4.04M 0.01% -1,665 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,643 shares; 2024Q4: 45,818 shares; 2025Q1: 43,809 shares; 2025Q2: 41,342 shares; 2025Q3: 36,081 shares; 2025Q4: 36,798 shares 36,798 $4.03M 0.01% +717 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,616 shares; 2024Q4: 34,539 shares; 2025Q1: 35,854 shares; 2025Q2: 35,215 shares; 2025Q3: 33,731 shares; 2025Q4: 35,289 shares 35,289 $3.96M 0.01% +1,558 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 16,198 shares; 2025Q1: 16,607 shares; 2025Q2: 18,936 shares; 2025Q3: 11,574 shares; 2025Q4: 11,271 shares 11,271 $3.95M 0.01% -303 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,773 shares; 2024Q4: 225,715 shares; 2025Q1: 236,875 shares; 2025Q2: 238,928 shares; 2025Q3: 191,300 shares; 2025Q4: 225,399 shares 225,399 $3.89M 0.01% +34,099 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,552 shares; 2024Q4: 43,597 shares; 2025Q1: 40,629 shares; 2025Q2: 36,930 shares; 2025Q3: 34,254 shares; 2025Q4: 33,989 shares 33,989 $3.84M 0.01% -265 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,704 shares; 2024Q4: 31,744 shares; 2025Q1: 31,190 shares; 2025Q2: 31,304 shares; 2025Q3: 30,855 shares; 2025Q4: 29,187 shares 29,187 $3.81M 0.01% -1,668 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,672 shares; 2024Q4: 88,226 shares; 2025Q1: 158,035 shares; 2025Q2: 128,592 shares; 2025Q3: 141,343 shares; 2025Q4: 158,223 shares 158,223 $3.8M 0.01% +16,880 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,342 shares; 2024Q4: 33,310 shares; 2025Q1: 38,784 shares; 2025Q2: 77,800 shares; 2025Q3: 89,069 shares; 2025Q4: 93,314 shares 93,314 $3.74M 0.01% +4,245 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,949 shares; 2024Q4: 53,997 shares; 2025Q1: 48,738 shares; 2025Q2: 45,912 shares; 2025Q3: 42,470 shares; 2025Q4: 37,477 shares 37,477 $3.74M 0.01% -4,993 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 21,139 shares; 2025Q1: 23,190 shares; 2025Q2: 22,766 shares; 2025Q3: 25,632 shares; 2025Q4: 26,805 shares 26,805 $3.69M 0.01% +1,173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,726 shares; 2024Q4: 132,261 shares; 2025Q1: 127,601 shares; 2025Q2: 126,398 shares; 2025Q3: 125,665 shares; 2025Q4: 152,545 shares 152,545 $3.62M 0.01% +26,880 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 25,790 shares; 2025Q1: 25,163 shares; 2025Q2: 22,862 shares; 2025Q3: 21,078 shares; 2025Q4: 19,589 shares 19,589 $3.6M 0.01% -1,489 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 12,081 shares; 2025Q1: 11,982 shares; 2025Q2: 12,211 shares; 2025Q3: 12,266 shares; 2025Q4: 12,536 shares 12,536 $3.6M 0.01% +270 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,114 shares; 2024Q4: 59,420 shares; 2025Q1: 57,682 shares; 2025Q2: 60,307 shares; 2025Q3: 71,404 shares; 2025Q4: 87,210 shares 87,210 $3.59M 0.01% +15,806 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,932 shares; 2024Q4: 22,151 shares; 2025Q1: 20,719 shares; 2025Q2: 20,011 shares; 2025Q3: 20,415 shares; 2025Q4: 17,936 shares 17,936 $3.56M 0.01% -2,479 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,292 shares; 2024Q4: 24,026 shares; 2025Q1: 22,142 shares; 2025Q2: 21,560 shares; 2025Q3: 20,047 shares; 2025Q4: 19,151 shares 19,151 $3.55M 0.01% -896 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,962 shares; 2024Q4: 42,654 shares; 2025Q1: 41,044 shares; 2025Q2: 41,249 shares; 2025Q3: 39,546 shares; 2025Q4: 40,068 shares 40,068 $3.54M 0.01% +522 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 13,269 shares; 2025Q1: 14,998 shares; 2025Q2: 21,101 shares; 2025Q3: 21,186 shares; 2025Q4: 20,333 shares 20,333 $3.5M 0.01% -853 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,048 shares; 2024Q4: 16,101 shares; 2025Q1: 16,279 shares; 2025Q2: 18,801 shares; 2025Q3: 18,450 shares; 2025Q4: 17,225 shares 17,225 $3.5M 0.01% -1,225 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 231 shares; 2025Q1: 302 shares; 2025Q2: 1,072 shares; 2025Q3: 5,866 shares; 2025Q4: 5,982 shares 5,982 $3.47M 0.01% +116 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,171 shares; 2024Q4: 119,961 shares; 2025Q1: 116,831 shares; 2025Q2: 65,651 shares; 2025Q3: 65,770 shares; 2025Q4: 69,064 shares 69,064 $3.4M 0.01% +3,294 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,452 shares; 2024Q4: 49,238 shares; 2025Q1: 49,276 shares; 2025Q2: 48,886 shares; 2025Q3: 49,027 shares; 2025Q4: 45,527 shares 45,527 $3.35M 0.01% -3,500 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,413 shares; 2024Q4: 43,192 shares; 2025Q1: 43,309 shares; 2025Q2: 43,951 shares; 2025Q3: 43,239 shares; 2025Q4: 43,025 shares 43,025 $3.33M 0.01% -214 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 75 shares; 2025Q1: 348 shares; 2025Q2: 15,698 shares; 2025Q3: 16,678 shares; 2025Q4: 29,237 shares 29,237 $3.31M 0.01% +12,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,698 shares; 2024Q4: 74,194 shares; 2025Q1: 60,758 shares; 2025Q2: 68,165 shares; 2025Q3: 64,799 shares; 2025Q4: 60,999 shares 60,999 $3.3M 0.01% -3,800 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,210 shares; 2024Q4: 42,038 shares; 2025Q1: 42,748 shares; 2025Q2: 43,164 shares; 2025Q3: 42,097 shares; 2025Q4: 44,720 shares 44,720 $3.3M 0.01% +2,623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,454 shares; 2024Q4: 22,357 shares; 2025Q1: 49,695 shares; 2025Q2: 49,543 shares; 2025Q3: 49,604 shares; 2025Q4: 49,604 shares 49,604 $3.26M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 13,000 shares; 2025Q1: 11,886 shares; 2025Q2: 11,508 shares; 2025Q3: 10,604 shares; 2025Q4: 9,468 shares 9,468 $3.26M 0.01% -1,136 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,881 shares; 2025Q1: 3,578 shares; 2025Q2: 3,584 shares; 2025Q3: 3,279 shares; 2025Q4: 3,228 shares 3,228 $3.26M 0.01% -51 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,081 shares; 2024Q4: 52,678 shares; 2025Q1: 49,104 shares; 2025Q2: 51,684 shares; 2025Q3: 52,427 shares; 2025Q4: 47,926 shares 47,926 $3.23M 0.01% -4,501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,181 shares; 2024Q4: 36,923 shares; 2025Q1: 36,100 shares; 2025Q2: 34,039 shares; 2025Q3: 28,392 shares; 2025Q4: 25,163 shares 25,163 $3.21M 0.01% -3,229 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,013 shares; 2024Q4: 53,461 shares; 2025Q1: 49,152 shares; 2025Q2: 47,319 shares; 2025Q3: 42,649 shares; 2025Q4: 40,839 shares 40,839 $3.17M 0.01% -1,810 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,151 shares; 2024Q4: 6,974 shares; 2025Q1: 7,108 shares; 2025Q2: 9,527 shares; 2025Q3: 9,248 shares; 2025Q4: 9,227 shares 9,227 $3.14M 0.01% -21 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 3,962 shares; 2025Q1: 3,850 shares; 2025Q2: 3,956 shares; 2025Q3: 3,840 shares; 2025Q4: 3,868 shares 3,868 $3.13M 0.01% +28 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 18,831 shares; 2025Q1: 18,769 shares; 2025Q2: 44,381 shares; 2025Q3: 44,780 shares; 2025Q4: 43,099 shares 43,099 $3.12M 0.01% -1,681 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,906 shares; 2024Q4: 106,833 shares; 2025Q1: 137,822 shares; 2025Q2: 69,642 shares; 2025Q3: 25,198 shares; 2025Q4: 31,387 shares 31,387 $3.11M 0.01% +6,189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,392 shares; 2024Q4: 7,794 shares; 2025Q1: 9,757 shares; 2025Q2: 9,997 shares; 2025Q3: 9,496 shares; 2025Q4: 9,044 shares 9,044 $3.08M 0.01% -452 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,180 shares; 2025Q1: 8,414 shares; 2025Q2: 9,222 shares; 2025Q3: 9,611 shares; 2025Q4: 10,384 shares 10,384 $3.07M 0.01% +773 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,938 shares; 2024Q4: 26,134 shares; 2025Q1: 26,474 shares; 2025Q2: 26,019 shares; 2025Q3: 25,103 shares; 2025Q4: 30,189 shares 30,189 $3.05M 0.01% +5,086 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,153 shares; 2024Q4: 32,790 shares; 2025Q1: 26,428 shares; 2025Q2: 24,279 shares; 2025Q3: 23,848 shares; 2025Q4: 22,401 shares 22,401 $3.05M 0.01% -1,447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,340 shares; 2024Q4: 157,702 shares; 2025Q1: 165,303 shares; 2025Q2: 157,030 shares; 2025Q3: 123,380 shares; 2025Q4: 118,601 shares 118,601 $3.04M 0.01% -4,779 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 13,330 shares; 2025Q1: 25,049 shares; 2025Q2: 23,772 shares; 2025Q3: 23,824 shares; 2025Q4: 21,655 shares 21,655 $3.03M 0.01% -2,169 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 19,644 shares; 2025Q1: 19,804 shares; 2025Q2: 19,334 shares; 2025Q3: 17,691 shares; 2025Q4: 16,763 shares 16,763 $3.02M 0.01% -928 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,510 shares; 2024Q4: 113,352 shares; 2025Q1: 117,629 shares; 2025Q2: 115,636 shares; 2025Q3: 84,137 shares; 2025Q4: 82,612 shares 82,612 $3M 0.01% -1,525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,649 shares; 2024Q4: 35,748 shares; 2025Q1: 35,785 shares; 2025Q2: 35,242 shares; 2025Q3: 33,253 shares; 2025Q4: 37,382 shares 37,382 $2.99M 0.01% +4,129 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 126,256 shares; 2025Q4: 154,282 shares 154,282 $2.99M 0.01% +28,026 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 15,806 shares; 2025Q1: 13,840 shares; 2025Q2: 14,275 shares; 2025Q3: 14,281 shares; 2025Q4: 14,149 shares 14,149 $2.95M 0.01% -132 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,607 shares; 2024Q4: 13,458 shares; 2025Q1: 14,190 shares; 2025Q2: 14,458 shares; 2025Q3: 13,700 shares; 2025Q4: 14,265 shares 14,265 $2.93M 0.01% +565 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,796 shares; 2024Q4: 26,278 shares; 2025Q1: 28,579 shares; 2025Q2: 31,345 shares; 2025Q3: 31,083 shares; 2025Q4: 28,855 shares 28,855 $2.91M 0.01% -2,228 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,192 shares; 2024Q4: 103,305 shares; 2025Q1: 109,267 shares; 2025Q2: 114,769 shares; 2025Q3: 111,282 shares; 2025Q4: 104,818 shares 104,818 $2.88M 0.01% -6,464 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,914 shares; 2024Q4: 114,914 shares; 2025Q1: 114,914 shares; 2025Q2: 114,914 shares; 2025Q3: 114,914 shares; 2025Q4: 114,914 shares 114,914 $2.87M 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,995 shares; 2024Q4: 53,215 shares; 2025Q1: 42,485 shares; 2025Q2: 35,319 shares; 2025Q3: 32,434 shares; 2025Q4: 29,319 shares 29,319 $2.87M 0.01% -3,115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,410 shares; 2024Q4: 15,985 shares; 2025Q1: 16,921 shares; 2025Q2: 36,908 shares; 2025Q3: 36,948 shares; 2025Q4: 34,507 shares 34,507 $2.86M 0.01% -2,441 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,445 shares; 2025Q1: 15,264 shares; 2025Q2: 40,259 shares; 2025Q3: 38,307 shares; 2025Q4: 42,723 shares 42,723 $2.84M 0.01% +4,416 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,562 shares; 2024Q4: 7,194 shares; 2025Q1: 8,228 shares; 2025Q2: 9,768 shares; 2025Q3: 11,392 shares; 2025Q4: 11,049 shares 11,049 $2.83M 0.01% -343 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,960 shares; 2024Q4: 26,438 shares; 2025Q1: 23,529 shares; 2025Q2: 22,897 shares; 2025Q3: 21,674 shares; 2025Q4: 16,683 shares 16,683 $2.83M 0.01% -4,991 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,590 shares; 2024Q4: 72,590 shares; 2025Q1: 72,247 shares; 2025Q2: 71,752 shares; 2025Q3: 71,752 shares; 2025Q4: 71,769 shares 71,769 $2.82M 0.01% +17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,454 shares; 2024Q4: 32,507 shares; 2025Q1: 19,371 shares; 2025Q2: 18,904 shares; 2025Q3: 17,881 shares; 2025Q4: 16,070 shares 16,070 $2.8M 0.01% -1,811 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,639 shares; 2024Q4: 66,008 shares; 2025Q1: 77,801 shares; 2025Q2: 80,668 shares; 2025Q3: 86,272 shares; 2025Q4: 97,090 shares 97,090 $2.8M 0.01% +10,818 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,924 shares; 2024Q4: 24,197 shares; 2025Q1: 22,783 shares; 2025Q2: 19,386 shares; 2025Q3: 22,656 shares; 2025Q4: 23,220 shares 23,220 $2.77M 0.01% +564 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,821 shares; 2024Q4: 32,306 shares; 2025Q1: 33,227 shares; 2025Q2: 32,631 shares; 2025Q3: 33,128 shares; 2025Q4: 33,468 shares 33,468 $2.75M 0.01% +340 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,172 shares; 2024Q4: 24,847 shares; 2025Q1: 24,007 shares; 2025Q2: 21,873 shares; 2025Q3: 19,300 shares; 2025Q4: 16,842 shares 16,842 $2.72M 0.01% -2,458 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,442 shares; 2024Q4: 40,975 shares; 2025Q1: 37,324 shares; 2025Q2: 43,744 shares; 2025Q3: 41,478 shares; 2025Q4: 36,694 shares 36,694 $2.71M 0.01% -4,784 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,310 shares; 2025Q1: 4,324 shares; 2025Q2: 5,227 shares; 2025Q3: 5,298 shares; 2025Q4: 4,481 shares 4,481 $2.71M 0.01% -817 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 5,964 shares; 2025Q1: 6,304 shares; 2025Q2: 6,182 shares; 2025Q3: 5,542 shares; 2025Q4: 5,497 shares 5,497 $2.7M 0.01% -45 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,038 shares; 2025Q1: 5,491 shares; 2025Q2: 6,011 shares; 2025Q3: 6,216 shares; 2025Q4: 6,386 shares 6,386 $2.7M 0.01% +170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,187 shares; 2024Q4: 30,638 shares; 2025Q1: 41,419 shares; 2025Q2: 40,697 shares; 2025Q3: 40,308 shares; 2025Q4: 41,395 shares 41,395 $2.69M 0.01% +1,087 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,369 shares; 2024Q4: 235,902 shares; 2025Q1: 126,947 shares; 2025Q2: 125,331 shares; 2025Q3: 116,714 shares; 2025Q4: 114,067 shares 114,067 $2.66M 0.01% -2,647 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,311 shares; 2024Q4: 47,090 shares; 2025Q1: 47,897 shares; 2025Q2: 50,489 shares; 2025Q3: 47,845 shares; 2025Q4: 46,982 shares 46,982 $2.65M 0.01% -863 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,862 shares; 2024Q4: 33,585 shares; 2025Q1: 36,304 shares; 2025Q2: 37,819 shares; 2025Q3: 36,782 shares; 2025Q4: 37,768 shares 37,768 $2.64M 0.01% +986 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 11,616 shares; 2025Q1: 11,543 shares; 2025Q2: 12,637 shares; 2025Q3: 13,024 shares; 2025Q4: 13,540 shares 13,540 $2.62M 0.01% +516 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 13,485 shares; 2025Q1: 13,241 shares; 2025Q2: 13,225 shares; 2025Q3: 15,673 shares; 2025Q4: 18,238 shares 18,238 $2.62M 0.01% +2,565 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 5,410 shares; 2025Q1: 11,113 shares; 2025Q2: 15,243 shares; 2025Q3: 17,107 shares; 2025Q4: 17,950 shares 17,950 $2.6M 0.01% +843 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 10,952 shares; 2025Q1: 12,463 shares; 2025Q2: 12,341 shares; 2025Q3: 11,355 shares; 2025Q4: 9,412 shares 9,412 $2.59M 0.01% -1,943 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,857 shares; 2024Q4: 46,597 shares; 2025Q1: 43,380 shares; 2025Q2: 45,661 shares; 2025Q3: 43,699 shares; 2025Q4: 40,609 shares 40,609 $2.58M 0.01% -3,090 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 25,239 shares; 2025Q1: 25,567 shares; 2025Q2: 21,823 shares; 2025Q3: 21,290 shares; 2025Q4: 19,908 shares 19,908 $2.57M 0.01% -1,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,053 shares; 2024Q4: 37,653 shares; 2025Q1: 34,905 shares; 2025Q2: 34,348 shares; 2025Q3: 32,619 shares; 2025Q4: 29,339 shares 29,339 $2.56M 0.01% -3,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,695 shares; 2024Q4: 123,643 shares; 2025Q1: 140,849 shares; 2025Q2: 159,519 shares; 2025Q3: 165,813 shares; 2025Q4: 194,623 shares 194,623 $2.55M 0.01% +28,810 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,587 shares; 2024Q4: 13,516 shares; 2025Q1: 12,946 shares; 2025Q2: 13,193 shares; 2025Q3: 13,506 shares; 2025Q4: 13,769 shares 13,769 $2.55M 0.01% +263 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,821 shares; 2024Q4: 80,208 shares; 2025Q1: 79,772 shares; 2025Q2: 80,146 shares; 2025Q3: 80,012 shares; 2025Q4: 80,064 shares 80,064 $2.54M 0.01% +52 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 25,925 shares; 2025Q1: 49,800 shares; 2025Q2: 46,000 shares; 2025Q3: 48,436 shares; 2025Q4: 49,700 shares 49,700 $2.51M 0.01% +1,264 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,301 shares; 2024Q4: 27,408 shares; 2025Q1: 28,248 shares; 2025Q2: 30,935 shares; 2025Q3: 29,856 shares; 2025Q4: 29,987 shares 29,987 $2.5M 0.01% +131 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,908 shares; 2024Q4: 33,385 shares; 2025Q1: 27,828 shares; 2025Q2: 32,135 shares; 2025Q3: 33,712 shares; 2025Q4: 27,941 shares 27,941 $2.48M 0.01% -5,771 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,754 shares; 2025Q1: 13,847 shares; 2025Q2: 25,661 shares; 2025Q3: 24,429 shares; 2025Q4: 22,023 shares 22,023 $2.48M 0.01% -2,406 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 16,204 shares; 2025Q1: 15,638 shares; 2025Q2: 15,607 shares; 2025Q3: 15,027 shares; 2025Q4: 15,046 shares 15,046 $2.47M 0.01% +19 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 8,560 shares; 2025Q1: 8,798 shares; 2025Q2: 8,677 shares; 2025Q3: 8,510 shares; 2025Q4: 8,584 shares 8,584 $2.44M 0.01% +74 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,037 shares; 2024Q4: 11,410 shares; 2025Q1: 11,411 shares; 2025Q2: 11,424 shares; 2025Q3: 11,933 shares; 2025Q4: 12,218 shares 12,218 $2.36M 0.01% +285 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,342 shares; 2025Q1: 10,336 shares; 2025Q2: 9,970 shares; 2025Q3: 9,890 shares; 2025Q4: 9,791 shares 9,791 $2.36M 0.01% -99 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 16,512 shares; 2025Q1: 17,493 shares; 2025Q2: 16,674 shares; 2025Q3: 14,758 shares; 2025Q4: 14,710 shares 14,710 $2.34M 0.01% -48 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,529 shares; 2024Q4: 10,777 shares; 2025Q1: 8,747 shares; 2025Q2: 12,871 shares; 2025Q3: 12,392 shares; 2025Q4: 11,731 shares 11,731 $2.34M 0.01% -661 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 5,831 shares; 2025Q1: 5,149 shares; 2025Q2: 5,147 shares; 2025Q3: 4,966 shares; 2025Q4: 4,559 shares 4,559 $2.33M 0.01% -407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,496 shares; 2024Q4: 45,958 shares; 2025Q1: 54,363 shares; 2025Q2: 78,112 shares; 2025Q3: 86,130 shares; 2025Q4: 82,615 shares 82,615 $2.32M 0.01% -3,515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 5,126 shares; 2025Q1: 5,264 shares; 2025Q2: 15,812 shares; 2025Q3: 14,744 shares; 2025Q4: 16,844 shares 16,844 $2.32M 0.01% +2,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,445 shares; 2025Q2: 60,171 shares; 2025Q3: 57,129 shares; 2025Q4: 51,390 shares 51,390 $2.31M 0.01% -5,739 CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 6,544 shares; 2025Q1: 6,868 shares; 2025Q2: 6,222 shares; 2025Q3: 6,211 shares; 2025Q4: 14,257 shares 14,257 $2.29M 0.01% +8,046 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,577 shares; 2024Q4: 28,400 shares; 2025Q1: 24,946 shares; 2025Q2: 22,222 shares; 2025Q3: 21,830 shares; 2025Q4: 22,189 shares 22,189 $2.27M 0.01% +359 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,727 shares; 2024Q4: 13,394 shares; 2025Q1: 13,351 shares; 2025Q2: 13,277 shares; 2025Q3: 13,215 shares; 2025Q4: 13,255 shares 13,255 $2.24M 0.01% +40 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,559 shares; 2024Q4: 303,549 shares; 2025Q1: 307,192 shares; 2025Q2: 303,411 shares; 2025Q3: 227,648 shares; 2025Q4: 220,585 shares 220,585 $2.23M 0.01% -7,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,849 shares; 2024Q4: 35,449 shares; 2025Q1: 25,548 shares; 2025Q2: 23,930 shares; 2025Q3: 22,864 shares; 2025Q4: 21,220 shares 21,220 $2.17M 0.01% -1,644 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,181 shares; 2024Q4: 14,218 shares; 2025Q1: 14,085 shares; 2025Q2: 13,890 shares; 2025Q3: 15,858 shares; 2025Q4: 13,348 shares 13,348 $2.17M 0.01% -2,510 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 26,149 shares; 2025Q1: 27,779 shares; 2025Q2: 27,609 shares; 2025Q3: 25,105 shares; 2025Q4: 24,640 shares 24,640 $2.15M 0.01% -465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,414 shares; 2024Q4: 48,243 shares; 2025Q1: 46,071 shares; 2025Q2: 43,261 shares; 2025Q3: 41,182 shares; 2025Q4: 42,160 shares 42,160 $2.15M 0.01% +978 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 17,503 shares; 2025Q1: 18,834 shares; 2025Q2: 18,025 shares; 2025Q3: 18,981 shares; 2025Q4: 16,735 shares 16,735 $2.14M 0.01% -2,246 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,245 shares; 2024Q4: 35,384 shares; 2025Q1: 35,755 shares; 2025Q2: 33,836 shares; 2025Q3: 33,330 shares; 2025Q4: 26,581 shares 26,581 $2.13M 0.01% -6,749 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 5,664 shares; 2025Q1: 5,708 shares; 2025Q2: 4,901 shares; 2025Q3: 4,443 shares; 2025Q4: 4,411 shares 4,411 $2.12M 0.01% -32 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 8,668 shares; 2025Q1: 9,343 shares; 2025Q2: 10,934 shares; 2025Q3: 11,645 shares; 2025Q4: 11,472 shares 11,472 $2.12M 0.01% -173 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,508 shares; 2024Q4: 128,308 shares; 2025Q1: 128,427 shares; 2025Q2: 129,708 shares; 2025Q3: 124,708 shares; 2025Q4: 127,208 shares 127,208 $2.1M 0.01% +2,500 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,827 shares; 2024Q4: 14,718 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 14,819 shares; 2025Q4: 14,819 shares 14,819 $2.1M 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 9,460 shares; 2025Q1: 9,851 shares; 2025Q2: 10,029 shares; 2025Q3: 10,161 shares; 2025Q4: 10,185 shares 10,185 $2.05M 0.01% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 9,425 shares; 2025Q1: 8,271 shares; 2025Q2: 8,065 shares; 2025Q3: 7,688 shares; 2025Q4: 6,757 shares 6,757 $2.05M 0.01% -931 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,547 shares; 2025Q1: 9,068 shares; 2025Q2: 9,016 shares; 2025Q3: 9,952 shares; 2025Q4: 10,513 shares 10,513 $2.04M 0.01% +561 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 576 shares; 2025Q1: 608 shares; 2025Q2: 5,451 shares; 2025Q3: 7,744 shares; 2025Q4: 8,997 shares 8,997 $2.03M 0.01% +1,253 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,615 shares; 2024Q4: 22,052 shares; 2025Q1: 22,005 shares; 2025Q2: 23,870 shares; 2025Q3: 25,307 shares; 2025Q4: 23,810 shares 23,810 $2.03M 0.01% -1,497 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,228 shares; 2024Q4: 21,699 shares; 2025Q1: 20,605 shares; 2025Q2: 36,550 shares; 2025Q3: 35,337 shares; 2025Q4: 31,564 shares 31,564 $2M 0.01% -3,773 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,105 shares; 2025Q1: 1,023 shares; 2025Q2: 1,092 shares; 2025Q3: 3,190 shares; 2025Q4: 14,024 shares 14,024 $1.99M 0.01% +10,834 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,419 shares; 2024Q4: 57,705 shares; 2025Q1: 54,344 shares; 2025Q2: 51,335 shares; 2025Q3: 50,555 shares; 2025Q4: 49,378 shares 49,378 $1.98M 0.01% -1,177 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 14,213 shares; 2025Q1: 9,725 shares; 2025Q2: 8,790 shares; 2025Q3: 8,819 shares; 2025Q4: 13,272 shares 13,272 $1.97M 0.01% +4,453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,757 shares; 2025Q1: 3,838 shares; 2025Q2: 4,825 shares; 2025Q3: 4,904 shares; 2025Q4: 5,008 shares 5,008 $1.97M 0.01% +104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,578 shares; 2024Q4: 42,899 shares; 2025Q1: 46,007 shares; 2025Q2: 43,411 shares; 2025Q3: 39,242 shares; 2025Q4: 42,740 shares 42,740 $1.95M 0.01% +3,498 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,620 shares; 2024Q4: 46,584 shares; 2025Q1: 34,336 shares; 2025Q2: 47,424 shares; 2025Q3: 86,521 shares; 2025Q4: 79,961 shares 79,961 $1.92M 0.01% -6,560 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 23,310 shares; 2025Q1: 21,210 shares; 2025Q2: 20,692 shares; 2025Q3: 19,634 shares; 2025Q4: 17,346 shares 17,346 $1.91M 0.01% -2,288 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,679 shares; 2024Q4: 27,679 shares; 2025Q1: 27,679 shares; 2025Q2: 27,679 shares; 2025Q3: 36,522 shares; 2025Q4: 42,890 shares 42,890 $1.9M 0.01% +6,368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,710 shares; 2024Q4: 20,810 shares; 2025Q1: 20,591 shares; 2025Q2: 21,090 shares; 2025Q3: 22,162 shares; 2025Q4: 22,790 shares 22,790 $1.89M 0.01% +628 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 30,809 shares; 2025Q1: 30,136 shares; 2025Q2: 16,312 shares; 2025Q3: 15,711 shares; 2025Q4: 14,978 shares 14,978 $1.89M 0.01% -733 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,541 shares; 2025Q1: 8,970 shares; 2025Q2: 8,892 shares; 2025Q3: 8,118 shares; 2025Q4: 8,404 shares 8,404 $1.88M 0.01% +286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,124 shares; 2024Q4: 40,023 shares; 2025Q1: 39,376 shares; 2025Q2: 39,264 shares; 2025Q3: 42,446 shares; 2025Q4: 14,813 shares 14,813 $1.88M 0.01% -27,633 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 5,866 shares; 2025Q1: 6,009 shares; 2025Q2: 6,413 shares; 2025Q3: 6,420 shares; 2025Q4: 6,608 shares 6,608 $1.87M 0.01% +188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,861 shares; 2024Q4: 48,646 shares; 2025Q1: 48,195 shares; 2025Q2: 48,195 shares; 2025Q3: 48,078 shares; 2025Q4: 47,196 shares 47,196 $1.87M 0.01% -882 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,529 shares; 2025Q1: 2,923 shares; 2025Q2: 3,183 shares; 2025Q3: 3,284 shares; 2025Q4: 3,256 shares 3,256 $1.85M 0.01% -28 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,316 shares; 2024Q4: 11,088 shares; 2025Q1: 10,150 shares; 2025Q2: 9,131 shares; 2025Q3: 9,540 shares; 2025Q4: 8,259 shares 8,259 $1.85M 0.01% -1,281 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,739 shares; 2024Q4: 16,895 shares; 2025Q1: 14,439 shares; 2025Q2: 13,955 shares; 2025Q3: 12,695 shares; 2025Q4: 9,643 shares 9,643 $1.85M 0.01% -3,052 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,015 shares; 2025Q1: 8 shares; 2025Q2: 22 shares; 2025Q3: 6,637 shares; 2025Q4: 16,326 shares 16,326 $1.85M 0.01% +9,689 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,951 shares; 2024Q4: 31,975 shares; 2025Q1: 27,658 shares; 2025Q2: 27,080 shares; 2025Q3: 26,025 shares; 2025Q4: 23,831 shares 23,831 $1.84M 0.01% -2,194 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,001 shares; 2025Q1: 5,424 shares; 2025Q2: 4,525 shares; 2025Q3: 5,640 shares; 2025Q4: 4,733 shares 4,733 $1.84M 0.01% -907 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,419 shares; 2024Q4: 58,464 shares; 2025Q1: 59,575 shares; 2025Q2: 56,530 shares; 2025Q3: 51,258 shares; 2025Q4: 46,944 shares 46,944 $1.84M 0.01% -4,314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,233 shares; 2024Q4: 39,479 shares; 2025Q1: 36,984 shares; 2025Q2: 40,885 shares; 2025Q3: 39,787 shares; 2025Q4: 37,732 shares 37,732 $1.82M 0.01% -2,055 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,357 shares; 2024Q4: 32,577 shares; 2025Q1: 25,478 shares; 2025Q2: 26,974 shares; 2025Q3: 25,923 shares; 2025Q4: 24,250 shares 24,250 $1.81M 0.01% -1,673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,181 shares; 2024Q4: 14,945 shares; 2025Q1: 15,628 shares; 2025Q2: 17,076 shares; 2025Q3: 13,995 shares; 2025Q4: 14,661 shares 14,661 $1.8M 0.01% +666 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,262 shares; 2024Q4: 41,050 shares; 2025Q1: 38,416 shares; 2025Q2: 42,374 shares; 2025Q3: 39,125 shares; 2025Q4: 40,086 shares 40,086 $1.79M 0.01% +961 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,477 shares; 2024Q4: 17,582 shares; 2025Q1: 18,178 shares; 2025Q2: 18,571 shares; 2025Q3: 18,394 shares; 2025Q4: 18,047 shares 18,047 $1.79M 0.01% -347 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,477 shares; 2024Q4: 13,583 shares; 2025Q1: 11,356 shares; 2025Q2: 10,967 shares; 2025Q3: 10,394 shares; 2025Q4: 7,355 shares 7,355 $1.79M 0.01% -3,039 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,802 shares; 2024Q4: 80,241 shares; 2025Q1: 83,498 shares; 2025Q2: 89,869 shares; 2025Q3: 75,338 shares; 2025Q4: 67,900 shares 67,900 $1.79M 0.01% -7,438 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,587 shares; 2024Q4: 5,868 shares; 2025Q1: 5,192 shares; 2025Q2: 2,966 shares; 2025Q3: 2,991 shares; 2025Q4: 3,106 shares 3,106 $1.78M 0.01% +115 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 4,528 shares; 2025Q1: 5,586 shares; 2025Q2: 6,812 shares; 2025Q3: 9,657 shares; 2025Q4: 21,879 shares 21,879 $1.78M 0.01% +12,222 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,370 shares; 2025Q1: 4,625 shares; 2025Q2: 4,595 shares; 2025Q3: 4,659 shares; 2025Q4: 5,396 shares 5,396 $1.77M 0.01% +737 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,992 shares; 2025Q1: 6,060 shares; 2025Q2: 5,932 shares; 2025Q3: 5,689 shares; 2025Q4: 5,890 shares 5,890 $1.76M 0.01% +201 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,213 shares; 2024Q4: 25,473 shares; 2025Q1: 26,812 shares; 2025Q2: 28,851 shares; 2025Q3: 30,267 shares; 2025Q4: 30,035 shares 30,035 $1.75M 0.01% -232 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 19,463 shares; 2025Q1: 19,669 shares; 2025Q2: 19,544 shares; 2025Q3: 18,766 shares; 2025Q4: 13,951 shares 13,951 $1.75M 0.01% -4,815 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,620 shares; 2024Q4: 88,904 shares; 2025Q1: 125,450 shares; 2025Q2: 106,212 shares; 2025Q3: 102,175 shares; 2025Q4: 100,562 shares 100,562 $1.74M 0.01% -1,613 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,022 shares; 2024Q4: 54,624 shares; 2025Q1: 55,492 shares; 2025Q2: 60,513 shares; 2025Q3: 57,835 shares; 2025Q4: 57,090 shares 57,090 $1.74M 0.01% -745 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 8,469 shares; 2025Q1: 11,275 shares; 2025Q2: 13,517 shares; 2025Q3: 20,289 shares; 2025Q4: 64,666 shares 64,666 $1.74M 0.01% +44,377 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,924 shares; 2024Q4: 22,526 shares; 2025Q1: 22,618 shares; 2025Q2: 21,957 shares; 2025Q3: 21,505 shares; 2025Q4: 22,048 shares 22,048 $1.74M 0.01% +543 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,880 shares; 2024Q4: 28,832 shares; 2025Q1: 27,915 shares; 2025Q2: 53,905 shares; 2025Q3: 52,393 shares; 2025Q4: 74,180 shares 74,180 $1.73M 0.01% +21,787 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,018 shares; 2024Q4: 147,433 shares; 2025Q1: 76,791 shares; 2025Q2: 78,987 shares; 2025Q3: 84,170 shares; 2025Q4: 84,017 shares 84,017 $1.73M 0.01% -153 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 6,544 shares; 2025Q1: 6,645 shares; 2025Q2: 6,488 shares; 2025Q3: 6,191 shares; 2025Q4: 6,032 shares 6,032 $1.73M 0.01% -159 Timeline