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: restricted; 2024Q4: 2,094,318 shares; 2025Q1: 2,108,951 shares; 2025Q2: 2,123,535 shares; 2025Q3: 2,131,519 shares; 2025Q4: 2,137,491 shares 2,137,491 $1.03B 5.51% +5,972 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: restricted; 2024Q4: 2,495,863 shares; 2025Q1: 2,653,344 shares; 2025Q2: 2,620,510 shares; 2025Q3: 2,703,680 shares; 2025Q4: 2,619,030 shares 2,619,030 $822M 4.38% -84,650 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: restricted; 2024Q4: 4,255,480 shares; 2025Q1: 4,252,480 shares; 2025Q2: 4,251,630 shares; 2025Q3: 4,252,321 shares; 2025Q4: 4,252,541 shares 4,252,541 $800M 4.26% +220 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: restricted; 2024Q4: 2,990,457 shares; 2025Q1: 2,825,561 shares; 2025Q2: 2,830,554 shares; 2025Q3: 2,827,926 shares; 2025Q4: 2,686,669 shares 2,686,669 $730M 3.89% -141,257 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: restricted; 2024Q4: 952,698 shares; 2025Q1: 936,148 shares; 2025Q2: 938,106 shares; 2025Q3: 922,897 shares; 2025Q4: 920,636 shares 920,636 $608M 3.24% -2,261 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,913,182 shares; 2025Q1: 2,313,126 shares; 2025Q2: 2,399,641 shares; 2025Q3: 2,473,428 shares; 2025Q4: 2,671,203 shares 2,671,203 $498M 2.65% +197,775 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: restricted; 2024Q4: 2,092,476 shares; 2025Q1: 2,088,172 shares; 2025Q2: 2,083,577 shares; 2025Q3: 2,131,993 shares; 2025Q4: 2,129,583 shares 2,129,583 $492M 2.62% -2,410 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: restricted; 2024Q4: 434,961 shares; 2025Q1: 486,168 shares; 2025Q2: 509,816 shares; 2025Q3: 509,507 shares; 2025Q4: 520,330 shares 520,330 $356M 1.9% +10,823 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: restricted; 2024Q4: 5,952,148 shares; 2025Q1: 5,909,940 shares; 2025Q2: 5,960,049 shares; 2025Q3: 5,772,087 shares; 2025Q4: 5,793,477 shares 5,793,477 $319M 1.7% +21,390 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: restricted; 2024Q4: 1,702,574 shares; 2025Q1: 1,489,208 shares; 2025Q2: 1,489,738 shares; 2025Q3: 1,489,943 shares; 2025Q4: 1,500,217 shares 1,500,217 $310M 1.65% +10,274 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: restricted; 2024Q4: 804,973 shares; 2025Q1: 795,257 shares; 2025Q2: 798,942 shares; 2025Q3: 815,456 shares; 2025Q4: 820,439 shares 820,439 $288M 1.53% +4,983 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: restricted; 2024Q4: 5,616,571 shares; 2025Q1: 5,616,571 shares; 2025Q2: 5,616,741 shares; 2025Q3: 5,616,741 shares; 2025Q4: 5,615,826 shares 5,615,826 $263M 1.4% -915 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: restricted; 2024Q4: 2,036,668 shares; 2025Q1: 2,027,511 shares; 2025Q2: 2,037,186 shares; 2025Q3: 2,074,239 shares; 2025Q4: 2,092,633 shares 2,092,633 $252M 1.34% +18,394 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: restricted; 2024Q4: 2,593,011 shares; 2025Q1: 2,598,783 shares; 2025Q2: 2,576,688 shares; 2025Q3: 2,495,446 shares; 2025Q4: 2,507,197 shares 2,507,197 $250M 1.33% +11,751 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: restricted; 2024Q4: 2,805,409 shares; 2025Q1: 2,678,243 shares; 2025Q2: 2,597,579 shares; 2025Q3: 2,561,597 shares; 2025Q4: 2,605,343 shares 2,605,343 $250M 1.33% +43,746 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: restricted; 2024Q4: 1,510,848 shares; 2025Q1: 1,502,095 shares; 2025Q2: 1,501,595 shares; 2025Q3: 1,499,400 shares; 2025Q4: 1,498,955 shares 1,498,955 $245M 1.3% -445 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: restricted; 2024Q4: 1,732,601 shares; 2025Q1: 1,671,461 shares; 2025Q2: 1,517,209 shares; 2025Q3: 1,522,509 shares; 2025Q4: 1,524,289 shares 1,524,289 $244M 1.3% +1,780 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: restricted; 2024Q4: 1,602,071 shares; 2025Q1: 1,556,866 shares; 2025Q2: 1,540,380 shares; 2025Q3: 1,247,434 shares; 2025Q4: 1,245,619 shares 1,245,619 $243M 1.29% -1,815 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: restricted; 2024Q4: 761,528 shares; 2025Q1: 761,947 shares; 2025Q2: 765,842 shares; 2025Q3: 842,842 shares; 2025Q4: 843,801 shares 843,801 $224M 1.19% +959 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: restricted; 2024Q4: 451,283 shares; 2025Q1: 413,235 shares; 2025Q2: 402,084 shares; 2025Q3: 338,295 shares; 2025Q4: 247,813 shares 247,813 $218M 1.16% -90,482 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: restricted; 2024Q4: 592,060 shares; 2025Q1: 649,777 shares; 2025Q2: 651,115 shares; 2025Q3: 652,047 shares; 2025Q4: 653,703 shares 653,703 $199M 1.06% +1,656 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: restricted; 2024Q4: 796,195 shares; 2025Q1: 798,354 shares; 2025Q2: 887,913 shares; 2025Q3: 905,757 shares; 2025Q4: 951,456 shares 951,456 $185M 0.98% +45,699 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: restricted; 2024Q4: 1,070,968 shares; 2025Q1: 1,071,818 shares; 2025Q2: 1,080,080 shares; 2025Q3: 1,044,910 shares; 2025Q4: 1,053,514 shares 1,053,514 $183M 0.97% +8,604 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,922 shares; 2025Q1: 79,777 shares; 2025Q2: 79,947 shares; 2025Q3: 80,005 shares; 2025Q4: 79,713 shares 79,713 $171M 0.91% -292 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: restricted; 2024Q4: 744,465 shares; 2025Q1: 747,098 shares; 2025Q2: 748,317 shares; 2025Q3: 750,930 shares; 2025Q4: 752,113 shares 752,113 $163M 0.87% +1,183 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: restricted; 2024Q4: 528,638 shares; 2025Q1: 530,103 shares; 2025Q2: 457,719 shares; 2025Q3: 465,048 shares; 2025Q4: 467,502 shares 467,502 $154M 0.82% +2,454 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: restricted; 2024Q4: 655,429 shares; 2025Q1: 635,300 shares; 2025Q2: 643,277 shares; 2025Q3: 492,892 shares; 2025Q4: 436,653 shares 436,653 $151M 0.8% -56,239 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,553,629 shares; 2025Q1: 1,705,337 shares; 2025Q2: 1,707,454 shares; 2025Q3: 1,708,717 shares; 2025Q4: 1,707,367 shares 1,707,367 $149M 0.79% -1,350 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,342,807 shares; 2025Q1: 5,455,966 shares; 2025Q2: 5,460,114 shares; 2025Q3: 5,668,683 shares; 2025Q4: 5,687,357 shares 5,687,357 $148M 0.79% +18,674 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: restricted; 2024Q4: 2,573,521 shares; 2025Q1: 2,592,397 shares; 2025Q2: 2,599,492 shares; 2025Q3: 2,686,511 shares; 2025Q4: 2,726,260 shares 2,726,260 $147M 0.78% +39,749 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: restricted; 2024Q4: 470,966 shares; 2025Q1: 350,969 shares; 2025Q2: 270,096 shares; 2025Q3: 288,727 shares; 2025Q4: 282,521 shares 282,521 $142M 0.76% -6,206 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412,090 shares; 2025Q1: 403,775 shares; 2025Q2: 405,109 shares; 2025Q3: 404,589 shares; 2025Q4: 404,656 shares 404,656 $136M 0.73% +67 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: restricted; 2024Q4: 10,079 shares; 2025Q1: 67,629 shares; 2025Q2: 84,863 shares; 2025Q3: 271,903 shares; 2025Q4: 284,023 shares 284,023 $132M 0.7% +12,120 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773,944 shares; 2025Q1: 897,942 shares; 2025Q2: 930,050 shares; 2025Q3: 962,551 shares; 2025Q4: 962,463 shares 962,463 $131M 0.7% -88 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: restricted; 2024Q4: 429,094 shares; 2025Q1: 443,840 shares; 2025Q2: 453,476 shares; 2025Q3: 478,867 shares; 2025Q4: 478,442 shares 478,442 $123M 0.65% -425 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: restricted; 2024Q4: 3,952,198 shares; 2025Q1: 3,942,139 shares; 2025Q2: 3,972,735 shares; 2025Q3: 4,005,957 shares; 2025Q4: 4,020,637 shares 4,020,637 $120M 0.64% +14,680 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,594,895 shares; 2025Q1: 1,493,253 shares; 2025Q2: 1,538,360 shares; 2025Q3: 1,553,709 shares; 2025Q4: 1,562,904 shares 1,562,904 $116M 0.62% +9,195 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: restricted; 2024Q4: 1,363,980 shares; 2025Q1: 1,504,650 shares; 2025Q2: 1,504,650 shares; 2025Q3: 1,504,650 shares; 2025Q4: 1,504,650 shares 1,504,650 $113M 0.6% 0 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: restricted; 2024Q4: 629,211 shares; 2025Q1: 633,490 shares; 2025Q2: 868,154 shares; 2025Q3: 940,725 shares; 2025Q4: 969,195 shares 969,195 $110M 0.59% +28,470 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,860,413 shares; 2025Q1: 3,825,413 shares; 2025Q2: 3,875,413 shares; 2025Q3: 3,875,413 shares; 2025Q4: 3,875,413 shares 3,875,413 $101M 0.54% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 876,500 shares; 2025Q1: 869,580 shares; 2025Q2: 1,498,091 shares; 2025Q3: 1,579,505 shares; 2025Q4: 1,547,277 shares 1,547,277 $101M 0.54% -32,228 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: restricted; 2024Q4: 460,036 shares; 2025Q1: 464,529 shares; 2025Q2: 499,651 shares; 2025Q3: 649,139 shares; 2025Q4: 695,922 shares 695,922 $99.7M 0.53% +46,783 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: restricted; 2024Q4: 194,855 shares; 2025Q1: 232,927 shares; 2025Q2: 237,324 shares; 2025Q3: 300,972 shares; 2025Q4: 305,769 shares 305,769 $98.5M 0.52% +4,797 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,366,218 shares; 2025Q1: 1,349,719 shares; 2025Q2: 1,362,648 shares; 2025Q3: 1,386,774 shares; 2025Q4: 1,389,850 shares 1,389,850 $93.7M 0.5% +3,076 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: restricted; 2024Q4: 1,910,630 shares; 2025Q1: 1,580,943 shares; 2025Q2: 1,212,523 shares; 2025Q3: 1,212,254 shares; 2025Q4: 1,196,998 shares 1,196,998 $91.8M 0.49% -15,256 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 383,078 shares; 2025Q1: 383,063 shares; 2025Q2: 386,508 shares; 2025Q3: 404,855 shares; 2025Q4: 425,449 shares 425,449 $91.4M 0.49% +20,594 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,065 shares; 2025Q1: 65,925 shares; 2025Q2: 69,247 shares; 2025Q3: 223,144 shares; 2025Q4: 251,397 shares 251,397 $89.8M 0.48% +28,253 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: restricted; 2024Q4: 1,225,100 shares; 2025Q1: 1,175,842 shares; 2025Q2: 1,053,731 shares; 2025Q3: 916,490 shares; 2025Q4: 940,133 shares 940,133 $87.6M 0.47% +23,643 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: restricted; 2024Q4: 518,274 shares; 2025Q1: 500,099 shares; 2025Q2: 277,360 shares; 2025Q3: 232,710 shares; 2025Q4: 187,628 shares 187,628 $87.6M 0.47% -45,082 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: restricted; 2024Q4: 367,589 shares; 2025Q1: 311,524 shares; 2025Q2: 311,918 shares; 2025Q3: 298,345 shares; 2025Q4: 285,236 shares 285,236 $84.5M 0.45% -13,109 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: restricted; 2024Q4: 1,413,080 shares; 2025Q1: 1,214,011 shares; 2025Q2: 964,878 shares; 2025Q3: 831,245 shares; 2025Q4: 459,737 shares 459,737 $84.3M 0.45% -371,508 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: restricted; 2024Q4: 188,938 shares; 2025Q1: 188,938 shares; 2025Q2: 188,938 shares; 2025Q3: 188,998 shares; 2025Q4: 188,578 shares 188,578 $83.9M 0.45% -420 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 607,677 shares; 2025Q1: 607,677 shares; 2025Q2: 607,687 shares; 2025Q3: 607,572 shares; 2025Q4: 614,129 shares 614,129 $83.9M 0.45% +6,557 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: restricted; 2024Q4: 1,391,718 shares; 2025Q1: 1,200,994 shares; 2025Q2: 1,200,329 shares; 2025Q3: 1,056,703 shares; 2025Q4: 1,086,087 shares 1,086,087 $83.7M 0.45% +29,384 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: restricted; 2024Q4: 463,018 shares; 2025Q1: 455,289 shares; 2025Q2: 457,837 shares; 2025Q3: 479,303 shares; 2025Q4: 485,116 shares 485,116 $83M 0.44% +5,813 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: restricted; 2024Q4: 1,663,562 shares; 2025Q1: 1,620,859 shares; 2025Q2: 1,631,379 shares; 2025Q3: 1,605,357 shares; 2025Q4: 1,530,942 shares 1,530,942 $81.7M 0.44% -74,415 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: restricted; 2024Q4: 1,140,119 shares; 2025Q1: 1,094,976 shares; 2025Q2: 1,100,441 shares; 2025Q3: 992,361 shares; 2025Q4: 962,445 shares 962,445 $81M 0.43% -29,916 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: restricted; 2024Q4: 216,955 shares; 2025Q1: 215,093 shares; 2025Q2: 219,102 shares; 2025Q3: 227,665 shares; 2025Q4: 233,723 shares 233,723 $80.4M 0.43% +6,058 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: restricted; 2024Q4: 192,454 shares; 2025Q1: 177,818 shares; 2025Q2: 178,420 shares; 2025Q3: 178,427 shares; 2025Q4: 177,693 shares 177,693 $78.9M 0.42% -734 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: restricted; 2024Q4: 506,134 shares; 2025Q1: 481,553 shares; 2025Q2: 487,295 shares; 2025Q3: 475,258 shares; 2025Q4: 484,927 shares 484,927 $73.9M 0.39% +9,669 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: restricted; 2024Q4: 72,392 shares; 2025Q1: 70,294 shares; 2025Q2: 69,327 shares; 2025Q3: 63,352 shares; 2025Q4: 64,888 shares 64,888 $69.5M 0.37% +1,536 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,751,717 shares; 2025Q1: 2,751,469 shares; 2025Q2: 2,751,469 shares; 2025Q3: 2,751,469 shares; 2025Q4: 2,751,469 shares 2,751,469 $68.8M 0.37% 0 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: restricted; 2024Q4: 212,433 shares; 2025Q1: 210,328 shares; 2025Q2: 211,429 shares; 2025Q3: 217,389 shares; 2025Q4: 220,978 shares 220,978 $67.5M 0.36% +3,589 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: restricted; 2024Q4: 546,802 shares; 2025Q1: 534,391 shares; 2025Q2: 540,281 shares; 2025Q3: 612,688 shares; 2025Q4: 628,768 shares 628,768 $66.2M 0.35% +16,080 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: restricted; 2024Q4: 377,347 shares; 2025Q1: 390,584 shares; 2025Q2: 543,019 shares; 2025Q3: 554,526 shares; 2025Q4: 566,026 shares 566,026 $66M 0.35% +11,500 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: restricted; 2024Q4: 166,724 shares; 2025Q1: 166,418 shares; 2025Q2: 163,677 shares; 2025Q3: 157,730 shares; 2025Q4: 115,166 shares 115,166 $66M 0.35% -42,564 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: restricted; 2024Q4: 474,635 shares; 2025Q1: 474,625 shares; 2025Q2: 452,769 shares; 2025Q3: 452,807 shares; 2025Q4: 452,807 shares 452,807 $63.9M 0.34% 0 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: restricted; 2024Q4: 263,367 shares; 2025Q1: 259,678 shares; 2025Q2: 260,495 shares; 2025Q3: 228,935 shares; 2025Q4: 233,417 shares 233,417 $63.3M 0.34% +4,482 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: restricted; 2024Q4: not reported; 2025Q1: 532,117 shares; 2025Q2: 759,077 shares; 2025Q3: 765,236 shares; 2025Q4: 764,642 shares 764,642 $62.5M 0.33% -594 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: restricted; 2024Q4: 1,756,413 shares; 2025Q1: 1,657,798 shares; 2025Q2: 1,544,939 shares; 2025Q3: 1,450,757 shares; 2025Q4: 1,505,530 shares 1,505,530 $61.3M 0.33% +54,773 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: restricted; 2024Q4: 369,177 shares; 2025Q1: 351,739 shares; 2025Q2: 352,575 shares; 2025Q3: 341,699 shares; 2025Q4: 345,638 shares 345,638 $60.7M 0.32% +3,939 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: restricted; 2024Q4: 87,672 shares; 2025Q1: 86,274 shares; 2025Q2: 83,575 shares; 2025Q3: 69,832 shares; 2025Q4: 49,685 shares 49,685 $60.4M 0.32% -20,147 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,107,157 shares; 2025Q1: 2,225,407 shares; 2025Q2: 2,196,132 shares; 2025Q3: 2,200,792 shares; 2025Q4: 2,377,112 shares 2,377,112 $60.2M 0.32% +176,320 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: restricted; 2024Q4: 726,840 shares; 2025Q1: 747,531 shares; 2025Q2: 757,353 shares; 2025Q3: 730,549 shares; 2025Q4: 744,600 shares 744,600 $59.8M 0.32% +14,051 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: restricted; 2024Q4: 3,096,289 shares; 2025Q1: 2,798,044 shares; 2025Q2: 2,516,932 shares; 2025Q3: 2,286,173 shares; 2025Q4: 2,332,110 shares 2,332,110 $57.9M 0.31% +45,937 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: restricted; 2024Q4: 448,646 shares; 2025Q1: 355,694 shares; 2025Q2: 359,812 shares; 2025Q3: 354,191 shares; 2025Q4: 360,600 shares 360,600 $57.7M 0.31% +6,409 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: restricted; 2024Q4: 1,089,654 shares; 2025Q1: 903,826 shares; 2025Q2: 783,692 shares; 2025Q3: 704,972 shares; 2025Q4: 725,189 shares 725,189 $57.6M 0.31% +20,217 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: restricted; 2024Q4: 392,044 shares; 2025Q1: 397,843 shares; 2025Q2: 403,330 shares; 2025Q3: 397,620 shares; 2025Q4: 400,545 shares 400,545 $57.5M 0.31% +2,925 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274,130 shares; 2025Q1: 517,086 shares; 2025Q2: 518,682 shares; 2025Q3: 706,312 shares; 2025Q4: 716,997 shares 716,997 $57.5M 0.31% +10,685 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: restricted; 2024Q4: 1,078,883 shares; 2025Q1: 1,122,705 shares; 2025Q2: 1,140,991 shares; 2025Q3: 1,124,191 shares; 2025Q4: 1,150,611 shares 1,150,611 $56.6M 0.3% +26,420 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: restricted; 2024Q4: 118,758 shares; 2025Q1: 118,200 shares; 2025Q2: 114,641 shares; 2025Q3: 115,534 shares; 2025Q4: 115,873 shares 115,873 $56M 0.3% +339 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: restricted; 2024Q4: 565,624 shares; 2025Q1: 554,073 shares; 2025Q2: 505,512 shares; 2025Q3: 457,971 shares; 2025Q4: 469,948 shares 469,948 $55.1M 0.29% +11,977 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: restricted; 2024Q4: 626,879 shares; 2025Q1: 664,703 shares; 2025Q2: 609,518 shares; 2025Q3: 617,113 shares; 2025Q4: 628,228 shares 628,228 $54.8M 0.29% +11,115 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: restricted; 2024Q4: 289,779 shares; 2025Q1: 300,302 shares; 2025Q2: 307,946 shares; 2025Q3: 302,721 shares; 2025Q4: 307,865 shares 307,865 $54.7M 0.29% +5,144 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: restricted; 2024Q4: 82,484 shares; 2025Q1: 72,637 shares; 2025Q2: 54,310 shares; 2025Q3: 59,256 shares; 2025Q4: 581,984 shares 581,984 $54.6M 0.29% +522,728 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: restricted; 2024Q4: 887,855 shares; 2025Q1: 759,836 shares; 2025Q2: 724,449 shares; 2025Q3: 727,885 shares; 2025Q4: 729,190 shares 729,190 $53.7M 0.29% +1,305 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: restricted; 2024Q4: 2,226 shares; 2025Q1: 2,533 shares; 2025Q2: 34,614 shares; 2025Q3: 48,915 shares; 2025Q4: 49,968 shares 49,968 $53.7M 0.29% +1,053 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: restricted; 2024Q4: 1,864,723 shares; 2025Q1: 1,806,897 shares; 2025Q2: 1,833,836 shares; 2025Q3: 1,832,433 shares; 2025Q4: 1,934,131 shares 1,934,131 $53.2M 0.28% +101,698 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: restricted; 2024Q4: 178,175 shares; 2025Q1: 181,991 shares; 2025Q2: 212,965 shares; 2025Q3: 222,024 shares; 2025Q4: 227,115 shares 227,115 $52.5M 0.28% +5,091 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,190,255 shares; 2025Q1: 1,240,723 shares; 2025Q2: 1,258,993 shares; 2025Q3: 1,243,271 shares; 2025Q4: 1,256,165 shares 1,256,165 $51.9M 0.28% +12,894 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: restricted; 2024Q4: 82,640 shares; 2025Q1: 86,958 shares; 2025Q2: 78,813 shares; 2025Q3: 79,297 shares; 2025Q4: 81,402 shares 81,402 $51M 0.27% +2,105 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 743,990 shares; 2025Q1: 667,029 shares; 2025Q2: 610,518 shares; 2025Q3: 528,403 shares; 2025Q4: 544,323 shares 544,323 $50.3M 0.27% +15,920 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: restricted; 2024Q4: 656,782 shares; 2025Q1: 672,979 shares; 2025Q2: 668,182 shares; 2025Q3: 676,527 shares; 2025Q4: 680,341 shares 680,341 $50M 0.27% +3,814 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: restricted; 2024Q4: 9,444 shares; 2025Q1: 9,962 shares; 2025Q2: 10,136 shares; 2025Q3: 10,882 shares; 2025Q4: 9,276 shares 9,276 $49.7M 0.26% -1,606 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: restricted; 2024Q4: 438,050 shares; 2025Q1: 320,504 shares; 2025Q2: 316,796 shares; 2025Q3: 321,909 shares; 2025Q4: 327,910 shares 327,910 $49.6M 0.26% +6,001 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,559 shares; 2025Q4: 152,921 shares 152,921 $49.6M 0.26% +5,362 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: restricted; 2024Q4: 1,629,388 shares; 2025Q1: 1,682,821 shares; 2025Q2: 1,701,717 shares; 2025Q3: 1,892,663 shares; 2025Q4: 1,939,029 shares 1,939,029 $48.3M 0.26% +46,366 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: restricted; 2024Q4: 80,520 shares; 2025Q1: 83,667 shares; 2025Q2: 85,024 shares; 2025Q3: 107,360 shares; 2025Q4: 111,431 shares 111,431 $47.5M 0.25% +4,071 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: restricted; 2024Q4: 502,374 shares; 2025Q1: 501,247 shares; 2025Q2: 389,866 shares; 2025Q3: 223,629 shares; 2025Q4: 166,191 shares 166,191 $47.4M 0.25% -57,438 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,467,780 shares; 2025Q1: 1,261,480 shares; 2025Q2: 1,244,163 shares; 2025Q3: 1,656,558 shares; 2025Q4: 1,834,104 shares 1,834,104 $47.1M 0.25% +177,546 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 513,570 shares; 2025Q1: 513,570 shares; 2025Q2: 496,545 shares; 2025Q3: 496,545 shares; 2025Q4: 494,907 shares 494,907 $46.9M 0.25% -1,638 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 943,300 shares; 2025Q1: 790,420 shares; 2025Q2: 883,404 shares; 2025Q3: 1,270,685 shares; 2025Q4: 1,437,411 shares 1,437,411 $45.8M 0.24% +166,726 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: restricted; 2024Q4: 124,510 shares; 2025Q1: 129,896 shares; 2025Q2: 132,802 shares; 2025Q3: 145,220 shares; 2025Q4: 176,568 shares 176,568 $45.7M 0.24% +31,348 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: restricted; 2024Q4: 269,228 shares; 2025Q1: 226,891 shares; 2025Q2: 223,140 shares; 2025Q3: 196,513 shares; 2025Q4: 198,654 shares 198,654 $45.4M 0.24% +2,141 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319,787 shares; 2025Q1: 309,434 shares; 2025Q2: 314,057 shares; 2025Q3: 323,819 shares; 2025Q4: 329,848 shares 329,848 $43.8M 0.23% +6,029 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 601,136 shares; 2025Q1: 599,730 shares; 2025Q2: 530,226 shares; 2025Q3: 627,791 shares; 2025Q4: 744,513 shares 744,513 $43M 0.23% +116,722 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 715,500 shares; 2025Q1: 715,049 shares; 2025Q2: 713,846 shares; 2025Q3: 713,956 shares; 2025Q4: 713,979 shares 713,979 $42.4M 0.23% +23 Timeline LCF TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000,006 shares; 2025Q1: 1,000,006 shares; 2025Q2: 1,000,006 shares; 2025Q3: 1,000,006 shares; 2025Q4: 1,000,005 shares 1,000,005 $42.3M 0.23% -1 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784,830 shares; 2025Q1: 997,402 shares; 2025Q2: 971,576 shares; 2025Q3: 1,285,444 shares; 2025Q4: 1,431,189 shares 1,431,189 $42M 0.22% +145,745 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: restricted; 2024Q4: 137,985 shares; 2025Q1: 145,907 shares; 2025Q2: 148,443 shares; 2025Q3: 158,016 shares; 2025Q4: 160,231 shares 160,231 $41.2M 0.22% +2,215 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: restricted; 2024Q4: 124,135 shares; 2025Q1: 130,338 shares; 2025Q2: 132,649 shares; 2025Q3: 143,339 shares; 2025Q4: 147,471 shares 147,471 $39.6M 0.21% +4,132 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985,790 shares; 2025Q1: 938,609 shares; 2025Q2: 1,002,696 shares; 2025Q3: 1,104,847 shares; 2025Q4: 1,023,631 shares 1,023,631 $39.3M 0.21% -81,216 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550,304 shares; 2025Q1: 783,742 shares; 2025Q2: 995,888 shares; 2025Q3: 1,224,090 shares; 2025Q4: 1,316,598 shares 1,316,598 $38M 0.2% +92,508 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: restricted; 2024Q4: 327,525 shares; 2025Q1: 343,644 shares; 2025Q2: 327,739 shares; 2025Q3: 330,270 shares; 2025Q4: 329,585 shares 329,585 $37M 0.2% -685 Timeline DVND TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004,547 shares; 2025Q1: 1,018,299 shares; 2025Q2: 1,016,699 shares; 2025Q3: 1,016,669 shares; 2025Q4: 1,025,290 shares 1,025,290 $36.1M 0.19% +8,621 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: restricted; 2024Q4: 593,047 shares; 2025Q1: 617,675 shares; 2025Q2: 624,393 shares; 2025Q3: 546,734 shares; 2025Q4: 553,788 shares 553,788 $35.3M 0.19% +7,054 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,019,770 shares; 2025Q1: 1,114,640 shares; 2025Q2: 1,115,742 shares; 2025Q3: 1,530,286 shares; 2025Q4: 2,051,930 shares 2,051,930 $35.1M 0.19% +521,644 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: restricted; 2024Q4: 282,074 shares; 2025Q1: 303,833 shares; 2025Q2: 307,785 shares; 2025Q3: 286,238 shares; 2025Q4: 342,186 shares 342,186 $35M 0.19% +55,948 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,197 shares; 2025Q1: 310,103 shares; 2025Q2: 314,354 shares; 2025Q3: 312,165 shares; 2025Q4: 393,629 shares 393,629 $34.7M 0.18% +81,464 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,264 shares; 2025Q1: 221,190 shares; 2025Q2: 225,559 shares; 2025Q3: 245,359 shares; 2025Q4: 250,525 shares 250,525 $34.6M 0.18% +5,166 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,076 shares; 2025Q4: 807,883 shares 807,883 $34.6M 0.18% +85,807 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: restricted; 2024Q4: 105,434 shares; 2025Q1: 105,284 shares; 2025Q2: 105,284 shares; 2025Q3: 105,284 shares; 2025Q4: 106,920 shares 106,920 $34.5M 0.18% +1,636 Timeline VTWO 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: restricted; 2024Q4: 375,277 shares; 2025Q1: 372,703 shares; 2025Q2: 372,987 shares; 2025Q3: 343,541 shares; 2025Q4: 345,054 shares 345,054 $34.3M 0.18% +1,513 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: restricted; 2024Q4: 182,040 shares; 2025Q1: 190,145 shares; 2025Q2: 192,295 shares; 2025Q3: 174,344 shares; 2025Q4: 183,094 shares 183,094 $33.9M 0.18% +8,750 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355,887 shares; 2025Q1: 355,967 shares; 2025Q2: 355,940 shares; 2025Q3: 356,968 shares; 2025Q4: 355,751 shares 355,751 $33.9M 0.18% -1,217 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: restricted; 2024Q4: 137,665 shares; 2025Q1: 133,278 shares; 2025Q2: 135,333 shares; 2025Q3: 138,601 shares; 2025Q4: 137,162 shares 137,162 $33.9M 0.18% -1,439 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,711 shares; 2025Q3: 394,563 shares; 2025Q4: 454,169 shares 454,169 $33.7M 0.18% +59,606 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376,701 shares; 2025Q1: 395,316 shares; 2025Q2: 402,044 shares; 2025Q3: 411,899 shares; 2025Q4: 416,769 shares 416,769 $33.7M 0.18% +4,870 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: restricted; 2024Q4: 4,440 shares; 2025Q1: 70,699 shares; 2025Q2: 70,159 shares; 2025Q3: 70,174 shares; 2025Q4: 70,146 shares 70,146 $33.2M 0.18% -28 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: restricted; 2024Q4: 322,885 shares; 2025Q1: 336,568 shares; 2025Q2: 340,009 shares; 2025Q3: 329,587 shares; 2025Q4: 334,649 shares 334,649 $32.7M 0.17% +5,062 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: restricted; 2024Q4: 358,997 shares; 2025Q1: 373,339 shares; 2025Q2: 447,599 shares; 2025Q3: 475,404 shares; 2025Q4: 502,558 shares 502,558 $32M 0.17% +27,154 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: restricted; 2024Q4: 238,300 shares; 2025Q1: 248,069 shares; 2025Q2: 248,902 shares; 2025Q3: 234,940 shares; 2025Q4: 242,425 shares 242,425 $31.3M 0.17% +7,485 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: restricted; 2024Q4: 182,581 shares; 2025Q1: 189,785 shares; 2025Q2: 192,127 shares; 2025Q3: 178,657 shares; 2025Q4: 184,728 shares 184,728 $30.1M 0.16% +6,071 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 296,476 shares; 2025Q1: 240,983 shares; 2025Q2: 241,263 shares; 2025Q3: 329,547 shares; 2025Q4: 343,727 shares 343,727 $29.7M 0.16% +14,180 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 695,541 shares; 2025Q1: 741,830 shares; 2025Q2: 606,013 shares; 2025Q3: 662,247 shares; 2025Q4: 403,769 shares 403,769 $29.5M 0.16% -258,478 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 704,583 shares; 2025Q1: 472,163 shares; 2025Q2: 511,955 shares; 2025Q3: 813,389 shares; 2025Q4: 985,887 shares 985,887 $29.5M 0.16% +172,498 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 643,830 shares; 2025Q1: 578,971 shares; 2025Q2: 579,613 shares; 2025Q3: 584,610 shares; 2025Q4: 693,008 shares 693,008 $29.4M 0.16% +108,398 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,109 shares; 2025Q1: 119,409 shares; 2025Q2: 128,766 shares; 2025Q3: 161,618 shares; 2025Q4: 197,135 shares 197,135 $29M 0.15% +35,517 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,307 shares; 2025Q1: 262,973 shares; 2025Q2: 234,239 shares; 2025Q3: 185,203 shares; 2025Q4: 123,893 shares 123,893 $29M 0.15% -61,310 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: restricted; 2024Q4: 78,815 shares; 2025Q1: 83,647 shares; 2025Q2: 84,530 shares; 2025Q3: 86,188 shares; 2025Q4: 87,531 shares 87,531 $28.6M 0.15% +1,343 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: restricted; 2024Q4: 93,269 shares; 2025Q1: 93,266 shares; 2025Q2: 92,730 shares; 2025Q3: 92,817 shares; 2025Q4: 92,770 shares 92,770 $28.6M 0.15% -47 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,047 shares; 2025Q1: 176,957 shares; 2025Q2: 137,131 shares; 2025Q3: 150,529 shares; 2025Q4: 163,131 shares 163,131 $28.4M 0.15% +12,602 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,272 shares; 2025Q1: 301,022 shares; 2025Q2: 216,676 shares; 2025Q3: 208,456 shares; 2025Q4: 267,658 shares 267,658 $28.4M 0.15% +59,202 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688,157 shares; 2025Q1: 763,547 shares; 2025Q2: 721,724 shares; 2025Q3: 1,001,514 shares; 2025Q4: 1,017,860 shares 1,017,860 $28.3M 0.15% +16,346 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,140 shares; 2025Q1: 194,350 shares; 2025Q2: 177,806 shares; 2025Q3: 301,718 shares; 2025Q4: 321,023 shares 321,023 $28.3M 0.15% +19,305 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 363,951 shares; 2025Q1: 393,801 shares; 2025Q2: 499,291 shares; 2025Q3: 490,924 shares; 2025Q4: 616,788 shares 616,788 $28.2M 0.15% +125,864 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251,287 shares; 2025Q1: 296,993 shares; 2025Q2: 239,384 shares; 2025Q3: 375,502 shares; 2025Q4: 388,843 shares 388,843 $28M 0.15% +13,341 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575,156 shares; 2025Q1: 616,866 shares; 2025Q2: 570,874 shares; 2025Q3: 706,670 shares; 2025Q4: 760,083 shares 760,083 $27.9M 0.15% +53,413 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415,241 shares; 2025Q1: 296,010 shares; 2025Q2: 385,374 shares; 2025Q3: 446,413 shares; 2025Q4: 319,591 shares 319,591 $27.9M 0.15% -126,822 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,440 shares; 2025Q1: 153,820 shares; 2025Q2: 156,614 shares; 2025Q3: 190,121 shares; 2025Q4: 208,832 shares 208,832 $27.8M 0.15% +18,711 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431,392 shares; 2025Q4: 607,136 shares 607,136 $27.7M 0.15% +175,744 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,853,183 shares; 2025Q1: 1,845,423 shares; 2025Q2: 1,722,442 shares; 2025Q3: 2,201,974 shares; 2025Q4: 3,456,893 shares 3,456,893 $27.5M 0.15% +1,254,919 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,880 shares; 2025Q1: 123,777 shares; 2025Q2: 106,292 shares; 2025Q3: 84,695 shares; 2025Q4: 140,255 shares 140,255 $27.4M 0.15% +55,560 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285,418 shares 285,418 $27.3M 0.15% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,684 shares 223,684 $27.1M 0.14% new 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: restricted; 2024Q4: 74,260 shares; 2025Q1: 72,726 shares; 2025Q2: 71,571 shares; 2025Q3: 88,017 shares; 2025Q4: 86,060 shares 86,060 $26.9M 0.14% -1,957 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,599 shares; 2025Q1: 184,939 shares; 2025Q2: 186,573 shares; 2025Q3: 140,057 shares; 2025Q4: 247,531 shares 247,531 $26.9M 0.14% +107,474 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: restricted; 2024Q4: 72,780 shares; 2025Q1: 79,480 shares; 2025Q2: 82,670 shares; 2025Q3: 77,082 shares; 2025Q4: 78,805 shares 78,805 $26.8M 0.14% +1,723 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192,464 shares; 2025Q1: 213,944 shares; 2025Q2: 216,262 shares; 2025Q3: 334,977 shares; 2025Q4: 314,708 shares 314,708 $26.6M 0.14% -20,269 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: restricted; 2024Q4: 405,612 shares; 2025Q1: 414,500 shares; 2025Q2: 413,357 shares; 2025Q3: 412,372 shares; 2025Q4: 422,088 shares 422,088 $26.4M 0.14% +9,716 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,710 shares 144,710 $26.2M 0.14% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,586 shares; 2025Q1: 119,106 shares; 2025Q2: 97,637 shares; 2025Q3: 107,264 shares; 2025Q4: 156,076 shares 156,076 $26M 0.14% +48,812 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,455 shares; 2025Q1: 162,653 shares; 2025Q2: 162,823 shares; 2025Q3: 195,205 shares; 2025Q4: 164,115 shares 164,115 $25.9M 0.14% -31,090 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554,863 shares; 2025Q1: 531,251 shares; 2025Q2: 536,812 shares; 2025Q3: 517,769 shares; 2025Q4: 522,868 shares 522,868 $25.6M 0.14% +5,099 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: restricted; 2024Q4: 1,459,083 shares; 2025Q1: 1,455,508 shares; 2025Q2: 1,455,208 shares; 2025Q3: 1,464,473 shares; 2025Q4: 1,465,369 shares 1,465,369 $25.4M 0.14% +896 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: restricted; 2024Q4: 422,457 shares; 2025Q1: 394,253 shares; 2025Q2: 391,602 shares; 2025Q3: 369,298 shares; 2025Q4: 383,433 shares 383,433 $25.3M 0.13% +14,135 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: restricted; 2024Q4: 56,440 shares; 2025Q1: 44,191 shares; 2025Q2: 37,598 shares; 2025Q3: 36,452 shares; 2025Q4: 35,844 shares 35,844 $24.4M 0.13% -608 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295,532 shares; 2025Q1: 216,630 shares; 2025Q2: 185,875 shares; 2025Q3: 232,153 shares; 2025Q4: 369,928 shares 369,928 $24M 0.13% +137,775 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: restricted; 2024Q4: 355,414 shares; 2025Q1: 357,378 shares; 2025Q2: 360,351 shares; 2025Q3: 382,456 shares; 2025Q4: 382,468 shares 382,468 $23.9M 0.13% +12 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,023 shares; 2025Q1: 118,390 shares; 2025Q2: 90,398 shares; 2025Q3: 123,511 shares; 2025Q4: 139,245 shares 139,245 $23.1M 0.12% +15,734 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 505,530 shares; 2025Q1: 503,390 shares; 2025Q2: 503,941 shares; 2025Q3: 505,411 shares; 2025Q4: 517,910 shares 517,910 $22.9M 0.12% +12,499 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,927 shares; 2025Q4: 108,889 shares 108,889 $22.6M 0.12% +7,962 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367,600 shares; 2025Q3: 492,041 shares; 2025Q4: 484,084 shares 484,084 $22.3M 0.12% -7,957 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,052 shares; 2025Q4: 158,582 shares 158,582 $22.3M 0.12% +62,530 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,898 shares; 2025Q1: 39,755 shares; 2025Q2: 38,392 shares; 2025Q3: 55,979 shares; 2025Q4: 51,766 shares 51,766 $22.1M 0.12% -4,213 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,800 shares; 2025Q1: 145,932 shares; 2025Q2: 131,988 shares; 2025Q3: 150,061 shares; 2025Q4: 127,631 shares 127,631 $22.1M 0.12% -22,430 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434,020 shares 434,020 $21.9M 0.12% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360,614 shares; 2025Q1: 386,084 shares; 2025Q2: 401,504 shares; 2025Q3: 425,218 shares; 2025Q4: 346,465 shares 346,465 $21.8M 0.12% -78,753 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: restricted; 2024Q4: 333,380 shares; 2025Q1: 333,307 shares; 2025Q2: 358,820 shares; 2025Q3: 403,881 shares; 2025Q4: 294,644 shares 294,644 $21.8M 0.12% -109,237 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,005 shares; 2025Q1: 52,972 shares; 2025Q2: 44,843 shares; 2025Q3: 51,194 shares; 2025Q4: 40,722 shares 40,722 $21.7M 0.12% -10,472 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010,596 shares; 2025Q1: 750,192 shares; 2025Q2: 1,497,444 shares; 2025Q3: 1,653,132 shares; 2025Q4: 1,882,832 shares 1,882,832 $21.5M 0.11% +229,700 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,805 shares; 2025Q1: 109,425 shares; 2025Q2: 91,407 shares; 2025Q3: 114,787 shares; 2025Q4: 91,726 shares 91,726 $21.5M 0.11% -23,061 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523,891 shares; 2025Q1: 396,492 shares; 2025Q2: 439,360 shares; 2025Q3: 721,012 shares; 2025Q4: 606,259 shares 606,259 $21.4M 0.11% -114,753 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,673 shares; 2025Q1: 172,297 shares; 2025Q2: 234,504 shares; 2025Q3: 234,504 shares; 2025Q4: 350,723 shares 350,723 $21.4M 0.11% +116,219 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246,298 shares; 2025Q1: 246,608 shares; 2025Q2: 247,258 shares; 2025Q3: 247,416 shares; 2025Q4: 247,470 shares 247,470 $21.3M 0.11% +54 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: restricted; 2024Q4: 277,277 shares; 2025Q1: 268,905 shares; 2025Q2: 281,547 shares; 2025Q3: 120,359 shares; 2025Q4: 106,924 shares 106,924 $21.2M 0.11% -13,435 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640,810 shares 640,810 $21M 0.11% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,772 shares; 2025Q1: 116,302 shares; 2025Q2: 108,332 shares; 2025Q3: 130,517 shares; 2025Q4: 166,236 shares 166,236 $20.8M 0.11% +35,719 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 854,749 shares; 2025Q1: 984,542 shares; 2025Q2: 1,134,244 shares; 2025Q3: 1,301,792 shares; 2025Q4: 856,644 shares 856,644 $20.6M 0.11% -445,148 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,083 shares; 2025Q4: 216,925 shares 216,925 $20.4M 0.11% -33,158 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,110 shares 282,110 $20.4M 0.11% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,000 shares; 2025Q1: 213,330 shares; 2025Q2: 257,641 shares; 2025Q3: 224,911 shares; 2025Q4: 456,701 shares 456,701 $20.2M 0.11% +231,790 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,473 shares; 2025Q1: 129,773 shares; 2025Q2: 129,932 shares; 2025Q3: 236,886 shares; 2025Q4: 226,016 shares 226,016 $20.1M 0.11% -10,870 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973,714 shares; 2025Q4: 2,272,823 shares 2,272,823 $20M 0.11% +1,299,109 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,092 shares; 2025Q1: 88,742 shares; 2025Q2: 88,522 shares; 2025Q3: 92,974 shares; 2025Q4: 107,804 shares 107,804 $19.9M 0.11% +14,830 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,096 shares; 2025Q1: 40,946 shares; 2025Q2: 29,783 shares; 2025Q3: 31,751 shares; 2025Q4: 35,910 shares 35,910 $19.8M 0.11% +4,159 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385,710 shares; 2025Q1: 441,360 shares; 2025Q2: 493,654 shares; 2025Q3: 587,179 shares; 2025Q4: 489,825 shares 489,825 $19.8M 0.11% -97,354 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,000 shares; 2025Q1: 368,060 shares; 2025Q2: 332,809 shares; 2025Q3: 312,296 shares; 2025Q4: 226,979 shares 226,979 $19.8M 0.11% -85,317 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725,572 shares; 2025Q1: 701,603 shares; 2025Q2: 702,383 shares; 2025Q3: 713,618 shares; 2025Q4: 699,055 shares 699,055 $19.4M 0.1% -14,563 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254,034 shares; 2025Q1: 333,784 shares; 2025Q2: 439,155 shares; 2025Q3: 474,320 shares; 2025Q4: 327,553 shares 327,553 $19.3M 0.1% -146,767 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,159 shares; 2025Q1: 46,979 shares; 2025Q2: 47,036 shares; 2025Q3: 42,741 shares; 2025Q4: 45,575 shares 45,575 $19M 0.1% +2,834 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,670 shares; 2025Q1: 184,186 shares; 2025Q2: 184,140 shares; 2025Q3: 221,091 shares; 2025Q4: 221,796 shares 221,796 $19M 0.1% +705 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 563,825 shares; 2025Q1: 561,455 shares; 2025Q2: 385,336 shares; 2025Q3: 535,236 shares; 2025Q4: 467,256 shares 467,256 $18.8M 0.1% -67,980 Timeline MBUU MALIBU BOATS INC More: the full row for MALIBU BOATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394,288 shares; 2025Q1: 392,638 shares; 2025Q2: 393,064 shares; 2025Q3: 505,625 shares; 2025Q4: 665,373 shares 665,373 $18.8M 0.1% +159,748 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,565 shares 229,565 $18.7M 0.1% new Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350,604 shares; 2025Q1: 365,450 shares; 2025Q2: 414,105 shares; 2025Q3: 571,754 shares; 2025Q4: 533,137 shares 533,137 $18.7M 0.1% -38,617 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,090 shares; 2025Q1: 209,460 shares; 2025Q2: 242,525 shares; 2025Q3: 233,799 shares; 2025Q4: 279,228 shares 279,228 $18.7M 0.1% +45,429 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,378 shares; 2025Q1: 92,178 shares; 2025Q2: 80,851 shares; 2025Q3: 108,961 shares; 2025Q4: 90,311 shares 90,311 $18.7M 0.1% -18,650 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 462,786 shares; 2025Q1: 491,626 shares; 2025Q2: 490,164 shares; 2025Q3: 537,277 shares; 2025Q4: 446,053 shares 446,053 $18.6M 0.1% -91,224 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367,769 shares; 2025Q1: 533,849 shares; 2025Q2: 534,876 shares; 2025Q3: 367,787 shares; 2025Q4: 396,549 shares 396,549 $18.4M 0.1% +28,762 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,556 shares; 2025Q1: 126,745 shares; 2025Q2: 136,017 shares; 2025Q3: 100,518 shares; 2025Q4: 85,162 shares 85,162 $17.8M 0.09% -15,356 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: restricted; 2024Q4: 15,799 shares; 2025Q1: 15,799 shares; 2025Q2: 15,666 shares; 2025Q3: 24,475 shares; 2025Q4: 24,473 shares 24,473 $16M 0.09% -2 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: restricted; 2024Q4: 25,456 shares; 2025Q1: 105,525 shares; 2025Q2: 119,037 shares; 2025Q3: 123,707 shares; 2025Q4: 130,168 shares 130,168 $15.8M 0.08% +6,461 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686,760 shares 686,760 $14M 0.07% new 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: restricted; 2024Q4: 134,352 shares; 2025Q1: 138,103 shares; 2025Q2: 142,830 shares; 2025Q3: 144,150 shares; 2025Q4: 146,948 shares 146,948 $12.1M 0.06% +2,798 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: restricted; 2024Q4: 77,618 shares; 2025Q1: 78,680 shares; 2025Q2: 80,504 shares; 2025Q3: 103,107 shares; 2025Q4: 105,469 shares 105,469 $11.8M 0.06% +2,362 Timeline USHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572,228 shares; 2025Q3: 198,842 shares; 2025Q4: 286,153 shares 286,153 $10.7M 0.06% +87,311 Timeline TLCI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 380,000 shares 380,000 $9.91M 0.05% -20,000 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: restricted; 2024Q4: 63,721 shares; 2025Q1: 61,539 shares; 2025Q2: 60,829 shares; 2025Q3: 59,456 shares; 2025Q4: 58,797 shares 58,797 $9.03M 0.05% -659 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: restricted; 2024Q4: 24,156 shares; 2025Q1: 24,156 shares; 2025Q2: 24,156 shares; 2025Q3: 33,583 shares; 2025Q4: 33,602 shares 33,602 $7.61M 0.04% +19 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 16,559 shares; 2025Q4: 16,563 shares 16,563 $6.99M 0.04% +4 Timeline TEMX TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000 $5.93M 0.03% 0 Timeline TSEL TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200,040 shares; 2025Q2: 200,040 shares; 2025Q3: 200,040 shares; 2025Q4: 200,040 shares 200,040 $5.67M 0.03% 0 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: restricted; 2024Q4: 7,229 shares; 2025Q1: 6,825 shares; 2025Q2: 6,660 shares; 2025Q3: 6,407 shares; 2025Q4: 6,493 shares 6,493 $5.6M 0.03% +86 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: restricted; 2024Q4: 355,625 shares; 2025Q1: 332,618 shares; 2025Q2: 417,575 shares; 2025Q3: 430,948 shares; 2025Q4: 338,545 shares 338,545 $5.58M 0.03% -92,403 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,515 shares; 2025Q1: 182,506 shares; 2025Q2: 179,609 shares; 2025Q3: 185,925 shares; 2025Q4: 167,064 shares 167,064 $5.36M 0.03% -18,861 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: restricted; 2024Q4: 36,761 shares; 2025Q1: 36,331 shares; 2025Q2: 36,864 shares; 2025Q3: 35,009 shares; 2025Q4: 27,319 shares 27,319 $5.31M 0.03% -7,690 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: restricted; 2024Q4: 6,926 shares; 2025Q1: 6,926 shares; 2025Q2: 17,899 shares; 2025Q3: 34,632 shares; 2025Q4: 25,956 shares 25,956 $4.79M 0.03% -8,676 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,575 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares; 2025Q4: 8,525 shares 8,525 $4.79M 0.03% 0 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: restricted; 2024Q4: 26,123 shares; 2025Q1: 25,666 shares; 2025Q2: 20,243 shares; 2025Q3: 19,275 shares; 2025Q4: 19,251 shares 19,251 $4.74M 0.03% -24 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: restricted; 2024Q4: 17,802 shares; 2025Q1: 37,764 shares; 2025Q2: 38,614 shares; 2025Q3: not reported; 2025Q4: 76,980 shares 76,980 $4.63M 0.02% new 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: restricted; 2024Q4: 39,788 shares; 2025Q1: 37,238 shares; 2025Q2: 34,891 shares; 2025Q3: 34,082 shares; 2025Q4: 33,333 shares 33,333 $4.35M 0.02% -749 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,466 shares; 2025Q3: 30,958 shares; 2025Q4: 36,227 shares 36,227 $4.34M 0.02% +5,269 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: restricted; 2024Q4: 3,774 shares; 2025Q1: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 5,650 shares; 2025Q4: 28,265 shares 28,265 $4.33M 0.02% +22,615 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,462 shares; 2025Q1: 19,462 shares; 2025Q2: 19,462 shares; 2025Q3: 19,456 shares; 2025Q4: 19,460 shares 19,460 $4.27M 0.02% +4 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: restricted; 2024Q4: 16,243 shares; 2025Q1: 14,668 shares; 2025Q2: 13,716 shares; 2025Q3: 13,128 shares; 2025Q4: 14,521 shares 14,521 $4.21M 0.02% +1,393 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,856 shares; 2025Q1: 20,943 shares; 2025Q2: not reported; 2025Q3: 19,828 shares; 2025Q4: 76,557 shares 76,557 $4.09M 0.02% +56,729 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: restricted; 2024Q4: 32,835 shares; 2025Q1: 31,225 shares; 2025Q2: 30,175 shares; 2025Q3: 29,528 shares; 2025Q4: 29,337 shares 29,337 $4.04M 0.02% -191 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: restricted; 2024Q4: 63,664 shares; 2025Q1: 63,364 shares; 2025Q2: 60,882 shares; 2025Q3: 58,064 shares; 2025Q4: 57,375 shares 57,375 $4.01M 0.02% -689 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: restricted; 2024Q4: 17,118 shares; 2025Q1: 12,094 shares; 2025Q2: 12,108 shares; 2025Q3: 12,914 shares; 2025Q4: 11,158 shares 11,158 $3.77M 0.02% -1,756 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: restricted; 2024Q4: 6,370 shares; 2025Q1: 6,220 shares; 2025Q2: 5,945 shares; 2025Q3: 5,781 shares; 2025Q4: 37,802 shares 37,802 $3.64M 0.02% +32,021 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: restricted; 2024Q4: 9,419 shares; 2025Q1: 9,390 shares; 2025Q2: 9,366 shares; 2025Q3: 9,403 shares; 2025Q4: 9,405 shares 9,405 $3.64M 0.02% +2 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: restricted; 2024Q4: 3,960 shares; 2025Q1: 3,872 shares; 2025Q2: 3,872 shares; 2025Q3: 6,389 shares; 2025Q4: 6,419 shares 6,419 $3.64M 0.02% +30 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,800 shares; 2025Q1: 14,100 shares; 2025Q2: 54,160 shares; 2025Q3: 81,694 shares; 2025Q4: 63,714 shares 63,714 $3.58M 0.02% -17,980 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,342 shares; 2025Q1: 14,823 shares; 2025Q2: 14,611 shares; 2025Q3: 17,857 shares; 2025Q4: 17,854 shares 17,854 $3.57M 0.02% -3 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602,727 shares; 2025Q1: 802,727 shares; 2025Q2: 852,422 shares; 2025Q3: 529,882 shares; 2025Q4: 642,182 shares 642,182 $3.38M 0.02% +112,300 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: restricted; 2024Q4: 12,369 shares; 2025Q1: 11,188 shares; 2025Q2: 9,356 shares; 2025Q3: 9,408 shares; 2025Q4: 9,021 shares 9,021 $3.37M 0.02% -387 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,110 shares; 2025Q1: 58,053 shares; 2025Q2: 44,473 shares; 2025Q3: 113,607 shares; 2025Q4: 42,100 shares 42,100 $3.09M 0.02% -71,507 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: restricted; 2024Q4: 35,736 shares; 2025Q1: 31,711 shares; 2025Q2: 26,810 shares; 2025Q3: 23,966 shares; 2025Q4: 24,145 shares 24,145 $3.03M 0.02% +179 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: restricted; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 534 shares; 2025Q3: 3,998 shares; 2025Q4: 4,849 shares 4,849 $2.98M 0.02% +851 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: restricted; 2024Q4: 17,170 shares; 2025Q1: 27,931 shares; 2025Q2: 27,651 shares; 2025Q3: 26,892 shares; 2025Q4: 30,932 shares 30,932 $2.97M 0.02% +4,040 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,942 shares; 2025Q1: 165,942 shares; 2025Q2: 165,942 shares; 2025Q3: 165,942 shares; 2025Q4: 165,942 shares 165,942 $2.78M 0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 370,496 shares; 2025Q1: 226,275 shares; 2025Q2: 177,331 shares; 2025Q3: 216,763 shares; 2025Q4: 139,344 shares 139,344 $2.67M 0.01% -77,419 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,844 shares; 2025Q1: 114,844 shares; 2025Q2: 114,844 shares; 2025Q3: 114,844 shares; 2025Q4: 114,844 shares 114,844 $2.55M 0.01% 0 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: restricted; 2024Q4: 19,077 shares; 2025Q1: 18,656 shares; 2025Q2: 17,647 shares; 2025Q3: 15,772 shares; 2025Q4: 11,591 shares 11,591 $2.55M 0.01% -4,181 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: restricted; 2024Q4: 9,523 shares; 2025Q1: 9,523 shares; 2025Q2: 8,717 shares; 2025Q3: 8,023 shares; 2025Q4: 8,155 shares 8,155 $2.55M 0.01% +132 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: restricted; 2024Q4: 5,109 shares; 2025Q1: 5,011 shares; 2025Q2: 4,629 shares; 2025Q3: 4,117 shares; 2025Q4: 4,155 shares 4,155 $2.41M 0.01% +38 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: restricted; 2024Q4: 1,644 shares; 2025Q1: 1,243 shares; 2025Q2: 1,207 shares; 2025Q3: 2,519 shares; 2025Q4: 2,552 shares 2,552 $2.24M 0.01% +33 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: restricted; 2024Q4: 11,883 shares; 2025Q1: 11,981 shares; 2025Q2: 12,739 shares; 2025Q3: 10,891 shares; 2025Q4: 10,781 shares 10,781 $2.22M 0.01% -110 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,237 shares; 2025Q1: 29,180 shares; 2025Q2: 29,180 shares; 2025Q3: 54,246 shares; 2025Q4: 54,246 shares 54,246 $2.14M 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,710 shares; 2025Q1: 20,055 shares; 2025Q2: 15,653 shares; 2025Q3: 14,160 shares; 2025Q4: 12,425 shares 12,425 $2.13M 0.01% -1,735 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: restricted; 2024Q4: 5,499 shares; 2025Q1: 5,426 shares; 2025Q2: 5,884 shares; 2025Q3: 6,168 shares; 2025Q4: 5,887 shares 5,887 $2.06M 0.01% -281 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,935 shares; 2025Q1: 173,020 shares; 2025Q2: 194,446 shares; 2025Q3: 16,836 shares; 2025Q4: 115,977 shares 115,977 $2.06M 0.01% +99,141 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: restricted; 2024Q4: 10,944 shares; 2025Q1: 10,765 shares; 2025Q2: 9,858 shares; 2025Q3: 8,943 shares; 2025Q4: 8,981 shares 8,981 $2.06M 0.01% +38 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 4,777 shares; 2025Q3: 4,777 shares; 2025Q4: 4,777 shares 4,777 $2M 0.01% 0 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: restricted; 2024Q4: 5,476 shares; 2025Q1: 5,710 shares; 2025Q2: 6,077 shares; 2025Q3: 5,551 shares; 2025Q4: 5,461 shares 5,461 $1.92M 0.01% -90 Timeline USIG 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: restricted; 2024Q4: 34,045 shares; 2025Q1: 34,045 shares; 2025Q2: 38,584 shares; 2025Q3: 38,584 shares; 2025Q4: 36,654 shares 36,654 $1.9M 0.01% -1,930 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,296 shares; 2025Q1: 65,145 shares; 2025Q2: 67,715 shares; 2025Q3: 60,025 shares; 2025Q4: 52,850 shares 52,850 $1.82M 0.01% -7,175 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: restricted; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 6,850 shares; 2025Q3: 6,575 shares; 2025Q4: 6,664 shares 6,664 $1.82M 0.01% +89 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: restricted; 2024Q4: 9,340 shares; 2025Q1: 9,500 shares; 2025Q2: 8,890 shares; 2025Q3: 8,640 shares; 2025Q4: 8,460 shares 8,460 $1.81M 0.01% -180 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,010 shares; 2025Q1: 10,810 shares; 2025Q2: 10,844 shares; 2025Q3: 9,264 shares; 2025Q4: 9,509 shares 9,509 $1.65M 0.01% +245 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: restricted; 2024Q4: 11,010 shares; 2025Q1: 11,360 shares; 2025Q2: 11,090 shares; 2025Q3: 11,390 shares; 2025Q4: 11,480 shares 11,480 $1.52M 0.01% +90 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: restricted; 2024Q4: 6,453 shares; 2025Q1: 6,388 shares; 2025Q2: 5,643 shares; 2025Q3: 6,066 shares; 2025Q4: 6,086 shares 6,086 $1.47M 0.01% +20 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28,829 shares; 2025Q2: 31,309 shares; 2025Q3: 45,815 shares; 2025Q4: 35,815 shares 35,815 $1.42M 0.01% -10,000 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: restricted; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,057 shares; 2025Q3: 5,305 shares; 2025Q4: 5,385 shares 5,385 $1.41M 0.01% +80 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: restricted; 2024Q4: 141,601 shares; 2025Q1: 111,255 shares; 2025Q2: 5,199 shares; 2025Q3: 4,963 shares; 2025Q4: 4,889 shares 4,889 $1.41M 0.01% -74 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,645 shares; 2025Q1: 85,290 shares; 2025Q2: 85,290 shares; 2025Q3: 85,290 shares; 2025Q4: 85,290 shares 85,290 $1.4M 0.01% 0 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: restricted; 2024Q4: 8,692 shares; 2025Q1: 8,022 shares; 2025Q2: 7,507 shares; 2025Q3: 12,501 shares; 2025Q4: 11,178 shares 11,178 $1.34M 0.01% -1,323 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,705 shares 9,705 $1.33M 0.01% new 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: restricted; 2024Q4: 4,174 shares; 2025Q1: 4,174 shares; 2025Q2: 4,139 shares; 2025Q3: 4,035 shares; 2025Q4: 4,070 shares 4,070 $1.3M 0.01% +35 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,614 shares; 2025Q1: 28,614 shares; 2025Q2: 25,664 shares; 2025Q3: 25,146 shares; 2025Q4: 25,746 shares 25,746 $1.29M 0.01% +600 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,868 shares 184,868 $1.26M 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $1.26M 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,402 shares; 2025Q1: 13,956 shares; 2025Q2: 13,894 shares; 2025Q3: 13,917 shares; 2025Q4: 13,917 shares 13,917 $1.25M 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,859 shares 4,859 $1.23M 0.01% new 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: restricted; 2024Q4: 6,548 shares; 2025Q1: 6,548 shares; 2025Q2: 6,375 shares; 2025Q3: 6,115 shares; 2025Q4: 13,636 shares 13,636 $1.22M 0.01% +7,521 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: restricted; 2024Q4: 8,389 shares; 2025Q1: 8,608 shares; 2025Q2: 9,463 shares; 2025Q3: 10,901 shares; 2025Q4: 12,181 shares 12,181 $1.22M 0.01% +1,280 Timeline EAGG 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: restricted; 2024Q4: 76,124 shares; 2025Q1: 50,334 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares 24,416 $1.17M 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,904 shares; 2025Q1: 13,954 shares; 2025Q2: 13,498 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares 13,498 $1.17M 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 13,444 shares 13,444 $1.15M 0.01% +7,324 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: restricted; 2024Q4: 8,891 shares; 2025Q1: 8,791 shares; 2025Q2: 8,351 shares; 2025Q3: 8,108 shares; 2025Q4: 8,108 shares 8,108 $1.14M 0.01% 0 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,147 shares; 2025Q1: 6,647 shares; 2025Q2: 6,352 shares; 2025Q3: 6,352 shares; 2025Q4: 7,418 shares 7,418 $1.13M 0.01% +1,066 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: restricted; 2024Q4: 4,458 shares; 2025Q1: 4,038 shares; 2025Q2: 4,038 shares; 2025Q3: 6,053 shares; 2025Q4: 6,061 shares 6,061 $1.12M 0.01% +8 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: restricted; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 10,165 shares; 2025Q3: 10,865 shares; 2025Q4: 9,109 shares 9,109 $1.06M 0.01% -1,756 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,392 shares; 2025Q3: 61,695 shares; 2025Q4: 28,697 shares 28,697 $1.03M 0.01% -32,998 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,316 shares; 2025Q1: 6,990 shares; 2025Q2: 6,990 shares; 2025Q3: 7,494 shares; 2025Q4: 7,465 shares 7,465 $1.02M 0.01% -29 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,805 shares; 2025Q4: 38,073 shares 38,073 $1.01M 0.01% +21,268 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: restricted; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,729 shares; 2025Q4: 10,729 shares 10,729 $912K <0.01% 0 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: restricted; 2024Q4: 3,843 shares; 2025Q1: 3,816 shares; 2025Q2: 3,936 shares; 2025Q3: 4,014 shares; 2025Q4: 3,532 shares 3,532 $911K <0.01% -482 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: restricted; 2024Q4: 27,961 shares; 2025Q1: 21,989 shares; 2025Q2: 20,071 shares; 2025Q3: 18,630 shares; 2025Q4: 16,553 shares 16,553 $891K <0.01% -2,077 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,122 shares 12,122 $866K <0.01% new Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,500 shares; 2025Q1: 29,500 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares 29,500 $858K <0.01% 0 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,533 shares; 2025Q1: 34,233 shares; 2025Q2: 34,233 shares; 2025Q3: 34,233 shares; 2025Q4: 34,233 shares 34,233 $846K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 2,920 shares 2,920 $839K <0.01% -200 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: restricted; 2024Q4: 11,916 shares; 2025Q1: 12,420 shares; 2025Q2: 8,392 shares; 2025Q3: 8,192 shares; 2025Q4: 8,192 shares 8,192 $813K <0.01% 0 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K <0.01% 0 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: restricted; 2024Q4: 10,173 shares; 2025Q1: 10,173 shares; 2025Q2: 10,173 shares; 2025Q3: 9,673 shares; 2025Q4: 9,673 shares 9,673 $753K <0.01% 0 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: restricted; 2024Q4: 3,455 shares; 2025Q1: 3,152 shares; 2025Q2: 2,538 shares; 2025Q3: 2,975 shares; 2025Q4: 3,015 shares 3,015 $743K <0.01% +40 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: restricted; 2024Q4: 14,141 shares; 2025Q1: 14,141 shares; 2025Q2: 13,564 shares; 2025Q3: 13,564 shares; 2025Q4: 14,036 shares 14,036 $742K <0.01% +472 Timeline IBDY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,355 shares; 2025Q4: 28,270 shares 28,270 $739K <0.01% +10,915 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: restricted; 2024Q4: 5,946 shares; 2025Q1: 4,870 shares; 2025Q2: 3,230 shares; 2025Q3: 3,464 shares; 2025Q4: 3,492 shares 3,492 $729K <0.01% +28 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,926 shares; 2025Q2: 21,926 shares; 2025Q3: 21,926 shares; 2025Q4: 21,926 shares 21,926 $712K <0.01% 0 Timeline IBDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,741 shares; 2025Q4: 27,868 shares 27,868 $711K <0.01% +10,127 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: restricted; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 4,766 shares; 2025Q4: 4,829 shares 4,829 $699K <0.01% +63 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,175 shares; 2025Q4: 17,175 shares 17,175 $666K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,438 shares; 2025Q1: 8,438 shares; 2025Q2: 8,438 shares; 2025Q3: 9,264 shares; 2025Q4: 9,434 shares 9,434 $662K <0.01% +170 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: restricted; 2024Q4: 2,428 shares; 2025Q1: 2,421 shares; 2025Q2: 2,291 shares; 2025Q3: 2,304 shares; 2025Q4: 2,270 shares 2,270 $655K <0.01% -34 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,210 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares 18,210 $646K <0.01% 0 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: restricted; 2024Q4: 519 shares; 2025Q1: 455 shares; 2025Q2: 469 shares; 2025Q3: 584 shares; 2025Q4: 637 shares 637 $643K <0.01% +53 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,870 shares; 2025Q1: 8,870 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares; 2025Q4: 11,000 shares 11,000 $637K <0.01% +2,130 Timeline IBDW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,347 shares; 2025Q4: 30,036 shares 30,036 $635K <0.01% +8,689 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: restricted; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,379 shares; 2025Q3: 1,554 shares; 2025Q4: 1,626 shares 1,626 $602K <0.01% +72 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: restricted; 2024Q4: 13,390 shares; 2025Q1: 13,151 shares; 2025Q2: 11,807 shares; 2025Q3: 10,984 shares; 2025Q4: 11,043 shares 11,043 $594K <0.01% +59 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares 3,175 $564K <0.01% new 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: restricted; 2024Q4: 5,380 shares; 2025Q1: 4,680 shares; 2025Q2: 4,010 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $557K <0.01% 0 Timeline IYE 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: restricted; 2024Q4: 11,960 shares; 2025Q1: 11,960 shares; 2025Q2: 11,960 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares 11,700 $556K <0.01% 0 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: restricted; 2024Q4: 10,765 shares; 2025Q1: 10,765 shares; 2025Q2: 9,939 shares; 2025Q3: 7,239 shares; 2025Q4: 6,639 shares 6,639 $550K <0.01% -600 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: restricted; 2024Q4: 1,318,482 shares; 2025Q1: 894,304 shares; 2025Q2: 899,221 shares; 2025Q3: 14,922 shares; 2025Q4: 14,772 shares 14,772 $545K <0.01% -150 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: restricted; 2024Q4: 39,941 shares; 2025Q1: 22,950 shares; 2025Q2: 18,662 shares; 2025Q3: 18,501 shares; 2025Q4: 9,281 shares 9,281 $542K <0.01% -9,220 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,270 shares; 2025Q1: 7,247 shares; 2025Q2: 7,247 shares; 2025Q3: 7,247 shares; 2025Q4: 7,247 shares 7,247 $535K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares; 2025Q4: 2,400 shares 2,400 $534K <0.01% -316 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,850 shares 11,850 $520K <0.01% new 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: restricted; 2024Q4: 597,951 shares; 2025Q1: 598,272 shares; 2025Q2: 596,264 shares; 2025Q3: 23,598 shares; 2025Q4: 13,430 shares 13,430 $515K <0.01% -10,168 Timeline IBDZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,393 shares 19,393 $511K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 580 shares; 2025Q3: 584 shares; 2025Q4: 576 shares 576 $472K <0.01% -8 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: restricted; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares 968 $472K <0.01% 0 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: restricted; 2024Q4: 8,782 shares; 2025Q1: 11,121 shares; 2025Q2: 10,265 shares; 2025Q3: 10,265 shares; 2025Q4: 10,107 shares 10,107 $470K <0.01% -158 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: restricted; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 7,376 shares; 2025Q4: 7,982 shares 7,982 $466K <0.01% +606 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,770 shares; 2025Q4: 23,770 shares 23,770 $460K <0.01% 0 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: restricted; 2024Q4: 4,540 shares; 2025Q1: 4,040 shares; 2025Q2: 3,750 shares; 2025Q3: 3,675 shares; 2025Q4: 3,183 shares 3,183 $457K <0.01% -492 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: restricted; 2024Q4: 3,641 shares; 2025Q1: 3,606 shares; 2025Q2: 3,584 shares; 2025Q3: 2,197 shares; 2025Q4: 1,302 shares 1,302 $456K <0.01% -895 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: restricted; 2024Q4: 6,176 shares; 2025Q1: 4,937 shares; 2025Q2: 4,937 shares; 2025Q3: 3,615 shares; 2025Q4: 3,532 shares 3,532 $451K <0.01% -83 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,328 shares; 2025Q1: 2,306 shares; 2025Q2: 2,228 shares; 2025Q3: 2,016 shares; 2025Q4: 1,971 shares 1,971 $449K <0.01% -45 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: restricted; 2024Q4: 3,974 shares; 2025Q1: 4,069 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 3,446 shares 3,446 $434K <0.01% -528 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,874 shares; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 1,672 shares; 2025Q4: 1,634 shares 1,634 $427K <0.01% -38 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: restricted; 2024Q4: 5,775 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 5,775 shares; 2025Q4: 5,775 shares 5,775 $425K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: 554 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 513 shares 513 $415K <0.01% -12 Timeline IDU 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: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $412K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,940 shares 5,940 $399K <0.01% new 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: restricted; 2024Q4: 3,815 shares; 2025Q1: 3,969 shares; 2025Q2: 3,969 shares; 2025Q3: 4,875 shares; 2025Q4: 4,763 shares 4,763 $395K <0.01% -112 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,686 shares; 2025Q1: 8,686 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 8,488 shares 8,488 $382K <0.01% -198 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: restricted; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,706 shares 4,706 $377K <0.01% -109 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,816 shares 1,816 $373K <0.01% +51 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,493 shares; 2025Q2: 10,473 shares; 2025Q3: 10,473 shares; 2025Q4: 13,472 shares 13,472 $366K <0.01% +2,999 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: restricted; 2024Q4: 1,057 shares; 2025Q1: 1,067 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares 1,085 $364K <0.01% 0 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: restricted; 2024Q4: 2,096 shares; 2025Q1: 1,911 shares; 2025Q2: 1,599 shares; 2025Q3: 1,817 shares; 2025Q4: 1,863 shares 1,863 $363K <0.01% +46 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,844 shares; 2025Q4: 11,466 shares 11,466 $358K <0.01% -378 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: restricted; 2024Q4: 5,451 shares; 2025Q1: 5,451 shares; 2025Q2: 5,378 shares; 2025Q3: 4,978 shares; 2025Q4: 4,863 shares 4,863 $357K <0.01% -115 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: restricted; 2024Q4: 3,773 shares; 2025Q1: 3,773 shares; 2025Q2: 3,223 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares 3,223 $355K <0.01% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 5,610 shares 5,610 $354K <0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,300 shares; 2025Q1: 22,300 shares; 2025Q2: 22,300 shares; 2025Q3: 22,300 shares; 2025Q4: 9,000 shares 9,000 $352K <0.01% -13,300 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: restricted; 2024Q4: 5,426 shares; 2025Q1: 5,451 shares; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,920 shares 3,920 $346K <0.01% +177 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: restricted; 2024Q4: 12,016 shares; 2025Q1: 9,429 shares; 2025Q2: 7,080 shares; 2025Q3: 6,323 shares; 2025Q4: 6,291 shares 6,291 $344K <0.01% -32 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: restricted; 2024Q4: 3,482 shares; 2025Q1: 3,414 shares; 2025Q2: 3,557 shares; 2025Q3: 4,298 shares; 2025Q4: 4,189 shares 4,189 $344K <0.01% -109 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,435 shares; 2025Q1: 6,435 shares; 2025Q2: 6,435 shares; 2025Q3: 6,435 shares; 2025Q4: 6,435 shares 6,435 $342K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 560 shares; 2025Q4: 643 shares 643 $336K <0.01% +83 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,707 shares; 2025Q4: 1,668 shares 1,668 $330K <0.01% -39 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,441 shares; 2025Q1: 2,441 shares; 2025Q2: 2,441 shares; 2025Q3: 2,303 shares; 2025Q4: 2,303 shares 2,303 $330K <0.01% 0 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: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,196 shares; 2025Q2: 1,399 shares; 2025Q3: 1,241 shares; 2025Q4: 1,358 shares 1,358 $329K <0.01% +117 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: restricted; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,737 shares 3,737 $326K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 8,571 shares; 2025Q4: 6,563 shares 6,563 $326K <0.01% -2,008 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,997 shares; 2025Q1: 12,997 shares; 2025Q2: 12,997 shares; 2025Q3: 19,283 shares; 2025Q4: 24,923 shares 24,923 $325K <0.01% +5,640 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 1,071 shares; 2025Q4: 1,117 shares 1,117 $324K <0.01% +46 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: restricted; 2024Q4: 2,255 shares; 2025Q1: 2,155 shares; 2025Q2: 1,740 shares; 2025Q3: 1,675 shares; 2025Q4: 1,550 shares 1,550 $323K <0.01% -125 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $320K <0.01% 0 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: restricted; 2024Q4: 753 shares; 2025Q1: 821 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 625 shares 625 $319K <0.01% -128 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: restricted; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 639 shares 639 $313K <0.01% -204 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: restricted; 2024Q4: 7,876 shares; 2025Q1: 6,546 shares; 2025Q2: 6,421 shares; 2025Q3: 5,921 shares; 2025Q4: 5,221 shares 5,221 $312K <0.01% -700 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares 1,815 $297K <0.01% 0 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: restricted; 2024Q4: 13,647 shares; 2025Q1: 8,997 shares; 2025Q2: 3,574 shares; 2025Q3: 2,915 shares; 2025Q4: 3,130 shares 3,130 $293K <0.01% +215 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,795 shares 1,795 $290K <0.01% +175 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,005 shares; 2025Q4: 1,112 shares 1,112 $287K <0.01% +107 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: restricted; 2024Q4: 376,047 shares; 2025Q1: 309,891 shares; 2025Q2: 1,934 shares; 2025Q3: 2,188 shares; 2025Q4: 2,232 shares 2,232 $274K <0.01% +44 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares 1,756 $271K <0.01% 0 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: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 379 shares; 2025Q4: 474 shares 474 $271K <0.01% +95 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 885 shares; 2025Q4: 980 shares 980 $270K <0.01% +95 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: restricted; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $259K <0.01% 0 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: restricted; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,260 shares; 2025Q4: 1,230 shares 1,230 $259K <0.01% -30 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,641 shares 5,641 $252K <0.01% new 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: restricted; 2024Q4: 557 shares; 2025Q1: 538 shares; 2025Q2: 523 shares; 2025Q3: 475 shares; 2025Q4: 441 shares 441 $251K <0.01% -34 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: restricted; 2024Q4: 4,284 shares; 2025Q1: 4,001 shares; 2025Q2: 3,500 shares; 2025Q3: 3,095 shares; 2025Q4: 5,616 shares 5,616 $251K <0.01% +2,521 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,369 shares 1,369 $250K <0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares 3,065 $244K <0.01% 0 Timeline KRE 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: restricted; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 4,130 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares 3,730 $242K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,401 shares 1,401 $239K <0.01% +162 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,729 shares; 2025Q1: 6,729 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 5,729 shares 5,729 $239K <0.01% 0 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: restricted; 2024Q4: 8,090 shares; 2025Q1: 8,040 shares; 2025Q2: 3,877 shares; 2025Q3: 3,267 shares; 2025Q4: 3,017 shares 3,017 $238K <0.01% -250 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 5,670 shares 5,670 $237K <0.01% -1,280 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,618 shares; 2025Q4: 2,930 shares 2,930 $234K <0.01% +312 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,830 shares; 2025Q1: 38,630 shares; 2025Q2: 37,931 shares; 2025Q3: 406 shares; 2025Q4: 379 shares 379 $232K <0.01% -27 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares 1,764 $228K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares 657 $223K <0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares 2,372 $223K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $223K <0.01% 0 Timeline IGIB 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: restricted; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares 4,105 $221K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,839 shares; 2025Q4: 2,804 shares 2,804 $221K <0.01% -35 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: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $220K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,082 shares 2,082 $214K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares 1,547 $209K <0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,638 shares; 2025Q1: not reported; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 5,638 shares 5,638 $208K <0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $204K <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,538 shares 1,538 $204K <0.01% -61 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: restricted; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 2,970 shares; 2025Q3: 2,555 shares; 2025Q4: 2,205 shares 2,205 $201K <0.01% -350 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares 1,900 $200K <0.01% new Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,021 shares; 2025Q1: 36,021 shares; 2025Q2: 36,021 shares; 2025Q3: 36,021 shares; 2025Q4: 36,021 shares 36,021 $18K <0.01% 0 Timeline