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: 2,660,421 shares; 2024Q4: 2,659,052 shares; 2025Q1: 2,681,759 shares; 2025Q2: 2,986,888 shares; 2025Q3: 3,116,790 shares; 2025Q4: 3,151,754 shares 3,151,754 $2.16B 7.73% +34,964 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769,827 shares; 2024Q4: 2,769,470 shares; 2025Q1: 2,721,486 shares; 2025Q2: 2,654,336 shares; 2025Q3: 2,624,499 shares; 2025Q4: 2,775,813 shares 2,775,813 $1.34B 4.81% +151,314 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: 5,423,118 shares; 2024Q4: 5,330,040 shares; 2025Q1: 5,109,182 shares; 2025Q2: 4,928,727 shares; 2025Q3: 4,854,658 shares; 2025Q4: 4,849,893 shares 4,849,893 $1.32B 4.72% -4,765 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: 6,187,564 shares; 2024Q4: 6,129,084 shares; 2025Q1: 5,893,520 shares; 2025Q2: 5,623,731 shares; 2025Q3: 5,423,460 shares; 2025Q4: 5,331,643 shares 5,331,643 $994M 3.56% -91,817 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: 3,318,703 shares; 2024Q4: 3,359,455 shares; 2025Q1: 3,265,667 shares; 2025Q2: 3,127,988 shares; 2025Q3: 3,060,171 shares; 2025Q4: 3,053,967 shares 3,053,967 $956M 3.42% -6,204 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: 6,629,571 shares; 2024Q4: 6,933,051 shares; 2025Q1: 7,221,923 shares; 2025Q2: 8,239,461 shares; 2025Q3: 8,668,135 shares; 2025Q4: 9,364,809 shares 9,364,809 $838M 3% +696,674 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204,296 shares; 2024Q4: 3,216,046 shares; 2025Q1: 3,163,783 shares; 2025Q2: 3,128,005 shares; 2025Q3: 3,090,559 shares; 2025Q4: 3,079,223 shares 3,079,223 $711M 2.55% -11,336 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: 9,083,690 shares; 2024Q4: 9,240,107 shares; 2025Q1: 9,118,210 shares; 2025Q2: 9,041,121 shares; 2025Q3: 9,302,044 shares; 2025Q4: 9,057,211 shares 9,057,211 $598M 2.14% -244,833 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981,802 shares; 2024Q4: 1,932,096 shares; 2025Q1: 1,884,949 shares; 2025Q2: 1,811,881 shares; 2025Q3: 1,754,298 shares; 2025Q4: 1,713,996 shares 1,713,996 $593M 2.12% -40,302 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733,904 shares; 2024Q4: 1,718,019 shares; 2025Q1: 1,701,615 shares; 2025Q2: 1,695,961 shares; 2025Q3: 1,670,744 shares; 2025Q4: 1,799,357 shares 1,799,357 $580M 2.08% +128,613 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: 3,899,565 shares; 2024Q4: 3,964,384 shares; 2025Q1: 3,555,712 shares; 2025Q2: 3,174,983 shares; 2025Q3: 2,868,882 shares; 2025Q4: 2,660,811 shares 2,660,811 $528M 1.89% -208,071 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: 3,764,664 shares; 2024Q4: 3,888,275 shares; 2025Q1: 3,799,295 shares; 2025Q2: 3,834,308 shares; 2025Q3: 3,777,756 shares; 2025Q4: 3,813,247 shares 3,813,247 $458M 1.64% +35,491 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079,920 shares; 2024Q4: 6,063,030 shares; 2025Q1: 6,069,431 shares; 2025Q2: 5,531,918 shares; 2025Q3: 5,057,039 shares; 2025Q4: 4,912,457 shares 4,912,457 $449M 1.61% -144,582 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,841,933 shares; 2024Q4: 3,936,591 shares; 2025Q1: 3,953,423 shares; 2025Q2: 3,843,692 shares; 2025Q3: 3,616,565 shares; 2025Q4: 2,320,620 shares 2,320,620 $445M 1.59% -1,295,945 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: 7,161,622 shares; 2024Q4: 6,908,531 shares; 2025Q1: 6,653,247 shares; 2025Q2: 6,647,285 shares; 2025Q3: 6,582,903 shares; 2025Q4: 6,283,595 shares 6,283,595 $393M 1.41% -299,308 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: 519,314 shares; 2024Q4: 505,726 shares; 2025Q1: 482,017 shares; 2025Q2: 442,585 shares; 2025Q3: 416,978 shares; 2025Q4: 407,149 shares 407,149 $358M 1.28% -9,829 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: 560,467 shares; 2024Q4: 567,320 shares; 2025Q1: 551,880 shares; 2025Q2: 562,657 shares; 2025Q3: 558,188 shares; 2025Q4: 569,337 shares 569,337 $357M 1.28% +11,149 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157,953 shares; 2024Q4: 3,262,769 shares; 2025Q1: 3,420,214 shares; 2025Q2: 3,623,080 shares; 2025Q3: 3,660,199 shares; 2025Q4: 3,708,150 shares 3,708,150 $301M 1.08% +47,951 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: 342,433 shares; 2024Q4: 340,017 shares; 2025Q1: 335,696 shares; 2025Q2: 329,911 shares; 2025Q3: 334,610 shares; 2025Q4: 335,004 shares 335,004 $289M 1.03% +394 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258,419 shares; 2024Q4: 1,174,588 shares; 2025Q1: 1,140,610 shares; 2025Q2: 1,111,120 shares; 2025Q3: 1,171,414 shares; 2025Q4: 1,354,595 shares 1,354,595 $280M 1% +183,181 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355,392 shares; 2024Q4: 1,343,736 shares; 2025Q1: 1,318,031 shares; 2025Q2: 1,305,550 shares; 2025Q3: 1,275,965 shares; 2025Q4: 1,267,055 shares 1,267,055 $247M 0.88% -8,910 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: 840,453 shares; 2024Q4: 834,007 shares; 2025Q1: 1,060,933 shares; 2025Q2: 1,051,771 shares; 2025Q3: 1,044,828 shares; 2025Q4: 1,053,057 shares 1,053,057 $241M 0.86% +8,229 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: 444,594 shares; 2024Q4: 441,517 shares; 2025Q1: 429,031 shares; 2025Q2: 427,686 shares; 2025Q3: 419,477 shares; 2025Q4: 418,519 shares 418,519 $239M 0.86% -958 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: 2,494,683 shares; 2024Q4: 2,565,074 shares; 2025Q1: 2,661,893 shares; 2025Q2: 2,996,972 shares; 2025Q3: 3,147,806 shares; 2025Q4: 3,540,233 shares 3,540,233 $238M 0.85% +392,427 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: 793,395 shares; 2024Q4: 793,101 shares; 2025Q1: 780,311 shares; 2025Q2: 764,221 shares; 2025Q3: 796,341 shares; 2025Q4: 730,817 shares 730,817 $229M 0.82% -65,524 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395,429 shares; 2024Q4: 3,573,779 shares; 2025Q1: 4,069,173 shares; 2025Q2: 4,347,755 shares; 2025Q3: 4,608,768 shares; 2025Q4: 4,503,887 shares 4,503,887 $228M 0.82% -104,881 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,303 shares; 2025Q3: 25,129 shares; 2025Q4: 8,291,741 shares 8,291,741 $226M 0.81% +8,266,612 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: 696,914 shares; 2024Q4: 680,400 shares; 2025Q1: 687,227 shares; 2025Q2: 653,857 shares; 2025Q3: 1,402,565 shares; 2025Q4: 1,474,710 shares 1,474,710 $225M 0.81% +72,145 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: 3,420,358 shares; 2024Q4: 3,458,616 shares; 2025Q1: 3,859,585 shares; 2025Q2: 3,808,627 shares; 2025Q3: 3,846,802 shares; 2025Q4: 3,905,829 shares 3,905,829 $215M 0.77% +59,027 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296,455 shares; 2024Q4: 1,299,024 shares; 2025Q1: 1,281,553 shares; 2025Q2: 1,249,558 shares; 2025Q3: 1,212,535 shares; 2025Q4: 1,455,947 shares 1,455,947 $209M 0.75% +243,412 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: 315,795 shares; 2024Q4: 314,668 shares; 2025Q1: 314,528 shares; 2025Q2: 304,407 shares; 2025Q3: 296,446 shares; 2025Q4: 289,098 shares 289,098 $197M 0.71% -7,348 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: 827,198 shares; 2024Q4: 822,424 shares; 2025Q1: 824,111 shares; 2025Q2: 813,724 shares; 2025Q3: 799,292 shares; 2025Q4: 792,488 shares 792,488 $195M 0.7% -6,804 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964,019 shares; 2024Q4: 1,949,912 shares; 2025Q1: 1,997,341 shares; 2025Q2: 1,915,569 shares; 2025Q3: 1,878,949 shares; 2025Q4: 1,920,748 shares 1,920,748 $179M 0.64% +41,799 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285,559 shares; 2024Q4: 1,284,048 shares; 2025Q1: 1,278,180 shares; 2025Q2: 1,277,554 shares; 2025Q3: 1,256,268 shares; 2025Q4: 1,420,276 shares 1,420,276 $171M 0.61% +164,008 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: 331,449 shares; 2024Q4: 327,671 shares; 2025Q1: 314,900 shares; 2025Q2: 301,404 shares; 2025Q3: 290,694 shares; 2025Q4: 292,395 shares 292,395 $169M 0.61% +1,701 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: 984,028 shares; 2024Q4: 974,064 shares; 2025Q1: 1,325,495 shares; 2025Q2: 1,318,355 shares; 2025Q3: 1,309,672 shares; 2025Q4: 1,306,493 shares 1,306,493 $164M 0.59% -3,179 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674,767 shares; 2024Q4: 1,701,258 shares; 2025Q1: 1,697,673 shares; 2025Q2: 1,626,319 shares; 2025Q3: 1,593,260 shares; 2025Q4: 1,585,269 shares 1,585,269 $152M 0.55% -7,991 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730,657 shares; 2024Q4: 1,716,663 shares; 2025Q1: 1,698,074 shares; 2025Q2: 1,643,054 shares; 2025Q3: 1,578,799 shares; 2025Q4: 1,569,761 shares 1,569,761 $151M 0.54% -9,038 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: 981,155 shares; 2024Q4: 949,892 shares; 2025Q1: 961,703 shares; 2025Q2: 934,416 shares; 2025Q3: 929,139 shares; 2025Q4: 1,037,841 shares 1,037,841 $149M 0.53% +108,702 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: 1,561,932 shares; 2024Q4: 1,527,161 shares; 2025Q1: 1,491,692 shares; 2025Q2: 1,464,361 shares; 2025Q3: 1,424,130 shares; 2025Q4: 1,776,791 shares 1,776,791 $143M 0.51% +352,661 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: 425,850 shares; 2024Q4: 421,368 shares; 2025Q1: 413,086 shares; 2025Q2: 404,630 shares; 2025Q3: 406,113 shares; 2025Q4: 412,495 shares 412,495 $142M 0.51% +6,382 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,532 shares; 2024Q4: 708,933 shares; 2025Q1: 700,923 shares; 2025Q2: 660,091 shares; 2025Q3: 602,296 shares; 2025Q4: 586,109 shares 586,109 $140M 0.5% -16,187 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: 2,828,667 shares; 2024Q4: 2,709,369 shares; 2025Q1: 2,621,603 shares; 2025Q2: 2,591,543 shares; 2025Q3: 2,559,355 shares; 2025Q4: 2,581,041 shares 2,581,041 $139M 0.5% +21,686 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: 136,454 shares; 2024Q4: 135,206 shares; 2025Q1: 134,482 shares; 2025Q2: 191,239 shares; 2025Q3: 220,875 shares; 2025Q4: 237,373 shares 237,373 $136M 0.49% +16,498 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: 337,573 shares; 2024Q4: 349,937 shares; 2025Q1: 360,418 shares; 2025Q2: 349,888 shares; 2025Q3: 348,766 shares; 2025Q4: 359,261 shares 359,261 $133M 0.48% +10,495 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: 528,661 shares; 2024Q4: 522,680 shares; 2025Q1: 516,445 shares; 2025Q2: 659,774 shares; 2025Q3: 729,641 shares; 2025Q4: 985,640 shares 985,640 $131M 0.47% +255,999 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805,463 shares; 2024Q4: 1,790,535 shares; 2025Q1: 1,773,865 shares; 2025Q2: 1,743,664 shares; 2025Q3: 1,706,483 shares; 2025Q4: 1,695,359 shares 1,695,359 $131M 0.47% -11,124 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: 230,158 shares; 2024Q4: 230,455 shares; 2025Q1: 232,394 shares; 2025Q2: 236,841 shares; 2025Q3: 237,501 shares; 2025Q4: 240,269 shares 240,269 $121M 0.43% +2,768 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509,827 shares; 2024Q4: 2,492,190 shares; 2025Q1: 2,491,413 shares; 2025Q2: 2,370,703 shares; 2025Q3: 2,321,933 shares; 2025Q4: 2,349,630 shares 2,349,630 $119M 0.43% +27,697 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: 1,625,092 shares; 2024Q4: 1,469,285 shares; 2025Q1: 1,099,125 shares; 2025Q2: 984,751 shares; 2025Q3: 905,577 shares; 2025Q4: 876,440 shares 876,440 $118M 0.42% -29,137 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: 161,337 shares; 2024Q4: 164,035 shares; 2025Q1: 134,842 shares; 2025Q2: 120,361 shares; 2025Q3: 111,928 shares; 2025Q4: 107,485 shares 107,485 $116M 0.41% -4,443 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: 687,289 shares; 2024Q4: 679,866 shares; 2025Q1: 668,582 shares; 2025Q2: 658,523 shares; 2025Q3: 636,761 shares; 2025Q4: 627,396 shares 627,396 $115M 0.41% -9,365 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: 411,631 shares; 2024Q4: 406,221 shares; 2025Q1: 394,700 shares; 2025Q2: 388,606 shares; 2025Q3: 376,395 shares; 2025Q4: 370,150 shares 370,150 $113M 0.41% -6,245 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: 901,674 shares; 2024Q4: 991,774 shares; 2025Q1: 974,589 shares; 2025Q2: 988,788 shares; 2025Q3: 1,017,268 shares; 2025Q4: 1,089,035 shares 1,089,035 $109M 0.39% +71,767 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981,931 shares; 2024Q4: 1,008,427 shares; 2025Q1: 883,968 shares; 2025Q2: 960,611 shares; 2025Q3: 995,472 shares; 2025Q4: 1,005,322 shares 1,005,322 $108M 0.39% +9,850 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196,340 shares; 2024Q4: 2,296,423 shares; 2025Q1: 2,221,640 shares; 2025Q2: 2,177,505 shares; 2025Q3: 2,246,461 shares; 2025Q4: 2,274,493 shares 2,274,493 $107M 0.38% +28,032 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: 468,673 shares; 2024Q4: 477,851 shares; 2025Q1: 539,598 shares; 2025Q2: 533,091 shares; 2025Q3: 526,136 shares; 2025Q4: 526,556 shares 526,556 $103M 0.37% +420 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: 943,930 shares; 2024Q4: 941,134 shares; 2025Q1: 922,807 shares; 2025Q2: 910,624 shares; 2025Q3: 903,861 shares; 2025Q4: 900,983 shares 900,983 $100M 0.36% -2,878 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,213 shares; 2024Q4: 808,078 shares; 2025Q1: 1,034,293 shares; 2025Q2: 963,061 shares; 2025Q3: 976,733 shares; 2025Q4: 998,601 shares 998,601 $99.7M 0.36% +21,868 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: 234,230 shares; 2024Q4: 228,760 shares; 2025Q1: 231,191 shares; 2025Q2: 217,498 shares; 2025Q3: 212,723 shares; 2025Q4: 210,655 shares 210,655 $99.7M 0.36% -2,068 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: 324,572 shares; 2024Q4: 321,027 shares; 2025Q1: 316,855 shares; 2025Q2: 313,884 shares; 2025Q3: 308,502 shares; 2025Q4: 305,877 shares 305,877 $99.1M 0.35% -2,625 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,789 shares; 2024Q4: 3,827,693 shares; 2025Q1: 3,799,101 shares; 2025Q2: 3,808,299 shares; 2025Q3: 3,668,759 shares; 2025Q4: 3,556,662 shares 3,556,662 $97.6M 0.35% -112,097 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: 1,492,935 shares; 2024Q4: 1,538,734 shares; 2025Q1: 1,610,524 shares; 2025Q2: 1,647,114 shares; 2025Q3: 1,735,682 shares; 2025Q4: 1,807,194 shares 1,807,194 $95.6M 0.34% +71,512 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,592 shares; 2024Q4: 466,899 shares; 2025Q1: 458,120 shares; 2025Q2: 450,767 shares; 2025Q3: 440,453 shares; 2025Q4: 433,885 shares 433,885 $92M 0.33% -6,568 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,774 shares; 2024Q4: 784,449 shares; 2025Q1: 757,854 shares; 2025Q2: 773,788 shares; 2025Q3: 761,658 shares; 2025Q4: 736,360 shares 736,360 $90.8M 0.33% -25,298 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: 1,175,831 shares; 2024Q4: 1,118,980 shares; 2025Q1: 1,093,343 shares; 2025Q2: 1,075,599 shares; 2025Q3: 1,089,560 shares; 2025Q4: 1,127,354 shares 1,127,354 $89.9M 0.32% +37,794 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: 107,751 shares; 2024Q4: 108,701 shares; 2025Q1: 111,170 shares; 2025Q2: 114,239 shares; 2025Q3: 115,629 shares; 2025Q4: 133,798 shares 133,798 $88.3M 0.32% +18,169 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: 935,682 shares; 2024Q4: 923,657 shares; 2025Q1: 892,173 shares; 2025Q2: 865,580 shares; 2025Q3: 836,940 shares; 2025Q4: 830,095 shares 830,095 $87.4M 0.31% -6,845 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163,534 shares; 2024Q4: 2,173,082 shares; 2025Q1: 2,229,133 shares; 2025Q2: 2,481,977 shares; 2025Q3: 2,661,852 shares; 2025Q4: 2,860,205 shares 2,860,205 $87M 0.31% +198,353 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,291 shares; 2024Q4: 451,172 shares; 2025Q1: 448,084 shares; 2025Q2: 433,488 shares; 2025Q3: 423,046 shares; 2025Q4: 415,417 shares 415,417 $84.3M 0.3% -7,629 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,349 shares; 2024Q4: 118,381 shares; 2025Q1: 131,534 shares; 2025Q2: 131,768 shares; 2025Q3: 133,889 shares; 2025Q4: 138,408 shares 138,408 $83.7M 0.3% +4,519 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: 184,227 shares; 2024Q4: 185,041 shares; 2025Q1: 184,351 shares; 2025Q2: 183,583 shares; 2025Q3: 181,556 shares; 2025Q4: 247,506 shares 247,506 $81M 0.29% +65,950 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: 423,403 shares; 2024Q4: 411,784 shares; 2025Q1: 392,718 shares; 2025Q2: 372,793 shares; 2025Q3: 357,778 shares; 2025Q4: 350,172 shares 350,172 $80.2M 0.29% -7,606 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: 160,836 shares; 2024Q4: 163,325 shares; 2025Q1: 165,288 shares; 2025Q2: 158,466 shares; 2025Q3: 155,890 shares; 2025Q4: 152,180 shares 152,180 $79.5M 0.28% -3,710 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,007 shares; 2024Q4: 1,152,727 shares; 2025Q1: 1,135,710 shares; 2025Q2: 1,137,116 shares; 2025Q3: 1,123,902 shares; 2025Q4: 1,101,983 shares 1,101,983 $77M 0.28% -21,919 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,084 shares; 2024Q4: 680,243 shares; 2025Q1: 700,143 shares; 2025Q2: 725,224 shares; 2025Q3: 741,325 shares; 2025Q4: 756,026 shares 756,026 $75.9M 0.27% +14,701 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: 249,831 shares; 2024Q4: 246,932 shares; 2025Q1: 243,022 shares; 2025Q2: 241,767 shares; 2025Q3: 238,926 shares; 2025Q4: 233,479 shares 233,479 $74.4M 0.27% -5,447 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: 790,520 shares; 2024Q4: 758,161 shares; 2025Q1: 737,705 shares; 2025Q2: 715,093 shares; 2025Q3: 671,688 shares; 2025Q4: 653,061 shares 653,061 $74.3M 0.27% -18,627 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: 177,451 shares; 2024Q4: 179,931 shares; 2025Q1: 179,536 shares; 2025Q2: 179,249 shares; 2025Q3: 207,782 shares; 2025Q4: 211,466 shares 211,466 $74.2M 0.27% +3,684 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,532 shares; 2024Q4: 351,242 shares; 2025Q1: 352,951 shares; 2025Q2: 350,170 shares; 2025Q3: 727,777 shares; 2025Q4: 857,235 shares 857,235 $72.1M 0.26% +129,458 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: 310,168 shares; 2024Q4: 304,521 shares; 2025Q1: 298,593 shares; 2025Q2: 290,588 shares; 2025Q3: 278,941 shares; 2025Q4: 267,074 shares 267,074 $71.7M 0.26% -11,867 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,334 shares; 2025Q1: 4,591 shares; 2025Q2: 41,686 shares; 2025Q3: 53,895 shares; 2025Q4: 65,354 shares 65,354 $69.9M 0.25% +11,459 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,425 shares; 2024Q4: 583,887 shares; 2025Q1: 592,317 shares; 2025Q2: 596,704 shares; 2025Q3: 616,754 shares; 2025Q4: 635,191 shares 635,191 $69.8M 0.25% +18,437 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: 235,244 shares; 2024Q4: 233,354 shares; 2025Q1: 236,385 shares; 2025Q2: 233,468 shares; 2025Q3: 231,731 shares; 2025Q4: 233,369 shares 233,369 $69.1M 0.25% +1,638 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: 940,308 shares; 2024Q4: 954,906 shares; 2025Q1: 1,011,339 shares; 2025Q2: 937,846 shares; 2025Q3: 905,518 shares; 2025Q4: 810,475 shares 810,475 $66.5M 0.24% -95,043 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: 128,884 shares; 2024Q4: 126,778 shares; 2025Q1: 125,994 shares; 2025Q2: 124,602 shares; 2025Q3: 122,247 shares; 2025Q4: 127,235 shares 127,235 $64.9M 0.23% +4,988 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,888 shares; 2024Q4: 718,415 shares; 2025Q1: 715,764 shares; 2025Q2: 704,638 shares; 2025Q3: 750,172 shares; 2025Q4: 774,720 shares 774,720 $64.9M 0.23% +24,548 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: 280,923 shares; 2024Q4: 280,898 shares; 2025Q1: 288,141 shares; 2025Q2: 283,787 shares; 2025Q3: 279,884 shares; 2025Q4: 278,419 shares 278,419 $64.4M 0.23% -1,465 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,005 shares; 2024Q4: 350,314 shares; 2025Q1: 353,042 shares; 2025Q2: 355,792 shares; 2025Q3: 352,223 shares; 2025Q4: 713,730 shares 713,730 $62.5M 0.22% +361,507 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: 1,161,491 shares; 2024Q4: 1,198,426 shares; 2025Q1: 1,088,483 shares; 2025Q2: 1,075,021 shares; 2025Q3: 1,102,380 shares; 2025Q4: 1,156,847 shares 1,156,847 $62.3M 0.22% +54,467 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: 317,854 shares; 2024Q4: 317,666 shares; 2025Q1: 286,150 shares; 2025Q2: 281,779 shares; 2025Q3: 277,079 shares; 2025Q4: 379,108 shares 379,108 $60.7M 0.22% +102,029 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: 12,091 shares; 2024Q4: 11,909 shares; 2025Q1: 11,688 shares; 2025Q2: 11,235 shares; 2025Q3: 10,921 shares; 2025Q4: 10,783 shares 10,783 $57.7M 0.21% -138 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,586 shares; 2024Q4: 365,774 shares; 2025Q1: 363,874 shares; 2025Q2: 359,034 shares; 2025Q3: 356,059 shares; 2025Q4: 351,824 shares 351,824 $57M 0.2% -4,235 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: 248,199 shares; 2024Q4: 246,859 shares; 2025Q1: 245,030 shares; 2025Q2: 239,415 shares; 2025Q3: 233,481 shares; 2025Q4: 236,064 shares 236,064 $56.9M 0.2% +2,583 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: 1,944,974 shares; 2024Q4: 1,828,239 shares; 2025Q1: 1,722,924 shares; 2025Q2: 1,657,585 shares; 2025Q3: 1,540,121 shares; 2025Q4: 1,510,540 shares 1,510,540 $55.7M 0.2% -29,581 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,152 shares; 2024Q4: 392,014 shares; 2025Q1: 395,066 shares; 2025Q2: 339,246 shares; 2025Q3: 399,621 shares; 2025Q4: 417,988 shares 417,988 $54.8M 0.2% +18,367 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,144 shares; 2024Q4: 596,406 shares; 2025Q1: 585,594 shares; 2025Q2: 580,119 shares; 2025Q3: 564,752 shares; 2025Q4: 563,270 shares 563,270 $54.6M 0.2% -1,482 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 246,734 shares; 2025Q1: 334,919 shares; 2025Q2: 312,538 shares; 2025Q3: 313,204 shares; 2025Q4: 264,473 shares 264,473 $54.5M 0.2% -48,731 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: 976,800 shares; 2024Q4: 1,006,631 shares; 2025Q1: 976,273 shares; 2025Q2: 964,661 shares; 2025Q3: 949,185 shares; 2025Q4: 975,221 shares 975,221 $53.4M 0.19% +26,036 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,764,238 shares; 2024Q4: 11,807,393 shares; 2025Q1: 13,480,351 shares; 2025Q2: 10,837,010 shares; 2025Q3: 11,273,454 shares; 2025Q4: 12,251,077 shares 12,251,077 $50.6M 0.18% +977,623 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: 97,553 shares; 2024Q4: 96,673 shares; 2025Q1: 94,700 shares; 2025Q2: 91,577 shares; 2025Q3: 87,448 shares; 2025Q4: 87,257 shares 87,257 $49.4M 0.18% -191 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,789 shares; 2024Q4: 82,819 shares; 2025Q1: 77,343 shares; 2025Q2: 75,488 shares; 2025Q3: 74,237 shares; 2025Q4: 74,047 shares 74,047 $49.1M 0.18% -190 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: 178,068 shares; 2024Q4: 176,155 shares; 2025Q1: 173,147 shares; 2025Q2: 171,131 shares; 2025Q3: 185,195 shares; 2025Q4: 190,565 shares 190,565 $49M 0.18% +5,370 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,088 shares; 2024Q4: 132,393 shares; 2025Q1: 135,378 shares; 2025Q2: 131,041 shares; 2025Q3: 125,755 shares; 2025Q4: 122,451 shares 122,451 $48.5M 0.17% -3,304 Timeline MTUM 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: 217,368 shares; 2024Q4: 211,578 shares; 2025Q1: 204,484 shares; 2025Q2: 201,067 shares; 2025Q3: 196,940 shares; 2025Q4: 193,003 shares 193,003 $48.3M 0.17% -3,937 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,328 shares; 2024Q4: 399,078 shares; 2025Q1: 381,733 shares; 2025Q2: 382,772 shares; 2025Q3: 392,735 shares; 2025Q4: 396,641 shares 396,641 $47.3M 0.17% +3,906 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: 152,692 shares; 2024Q4: 151,621 shares; 2025Q1: 154,205 shares; 2025Q2: 152,868 shares; 2025Q3: 145,321 shares; 2025Q4: 146,115 shares 146,115 $47.2M 0.17% +794 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: 196,424 shares; 2024Q4: 197,617 shares; 2025Q1: 207,524 shares; 2025Q2: 182,420 shares; 2025Q3: 160,983 shares; 2025Q4: 139,738 shares 139,738 $46.1M 0.17% -21,245 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: 93,159 shares; 2024Q4: 94,516 shares; 2025Q1: 94,879 shares; 2025Q2: 327,323 shares; 2025Q3: 371,248 shares; 2025Q4: 391,761 shares 391,761 $45.9M 0.16% +20,513 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: 4,779 shares; 2024Q4: 4,873 shares; 2025Q1: 4,823 shares; 2025Q2: 183,924 shares; 2025Q3: 184,377 shares; 2025Q4: 184,445 shares 184,445 $44.7M 0.16% +68 Timeline IUSB 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: 898,844 shares; 2024Q4: 951,816 shares; 2025Q1: 947,390 shares; 2025Q2: 921,006 shares; 2025Q3: 915,200 shares; 2025Q4: 952,366 shares 952,366 $44.3M 0.16% +37,166 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,803 shares; 2025Q1: 62,537 shares; 2025Q2: 78,105 shares; 2025Q3: 84,310 shares; 2025Q4: 86,120 shares 86,120 $44M 0.16% +1,810 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,845 shares; 2024Q4: 320,060 shares; 2025Q1: 319,837 shares; 2025Q2: 320,037 shares; 2025Q3: 280,872 shares; 2025Q4: 281,375 shares 281,375 $43.9M 0.16% +503 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,734 shares; 2024Q4: 555,070 shares; 2025Q1: 554,644 shares; 2025Q2: 559,223 shares; 2025Q3: 544,229 shares; 2025Q4: 539,920 shares 539,920 $43.6M 0.16% -4,309 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: 250,853 shares; 2024Q4: 249,848 shares; 2025Q1: 246,435 shares; 2025Q2: 241,886 shares; 2025Q3: 239,714 shares; 2025Q4: 244,291 shares 244,291 $43.4M 0.16% +4,577 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,910 shares; 2024Q4: 245,156 shares; 2025Q1: 233,102 shares; 2025Q2: 232,226 shares; 2025Q3: 220,085 shares; 2025Q4: 202,369 shares 202,369 $42.9M 0.15% -17,716 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: 146,760 shares; 2024Q4: 145,570 shares; 2025Q1: 137,092 shares; 2025Q2: 133,148 shares; 2025Q3: 153,625 shares; 2025Q4: 151,404 shares 151,404 $41.3M 0.15% -2,221 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: 249,514 shares; 2024Q4: 273,228 shares; 2025Q1: 271,923 shares; 2025Q2: 255,841 shares; 2025Q3: 251,809 shares; 2025Q4: 480,245 shares 480,245 $40.4M 0.14% +228,436 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: 256,897 shares; 2024Q4: 253,172 shares; 2025Q1: 248,618 shares; 2025Q2: 253,426 shares; 2025Q3: 253,310 shares; 2025Q4: 279,427 shares 279,427 $40.1M 0.14% +26,117 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: 46,989 shares; 2024Q4: 49,904 shares; 2025Q1: 51,119 shares; 2025Q2: 51,529 shares; 2025Q3: 52,193 shares; 2025Q4: 129,337 shares 129,337 $39.8M 0.14% +77,144 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,016 shares; 2025Q1: 38,362 shares; 2025Q2: 37,555 shares; 2025Q3: 36,765 shares; 2025Q4: 36,866 shares 36,866 $39.5M 0.14% +101 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,014 shares; 2024Q4: 286,500 shares; 2025Q1: 310,752 shares; 2025Q2: 260,560 shares; 2025Q3: 242,957 shares; 2025Q4: 169,727 shares 169,727 $38.2M 0.14% -73,230 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: 638,507 shares; 2024Q4: 647,679 shares; 2025Q1: 764,550 shares; 2025Q2: 810,858 shares; 2025Q3: 900,798 shares; 2025Q4: 776,192 shares 776,192 $37.1M 0.13% -124,606 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: 98,130 shares; 2024Q4: 95,449 shares; 2025Q1: 90,616 shares; 2025Q2: 88,800 shares; 2025Q3: 84,970 shares; 2025Q4: 83,143 shares 83,143 $37M 0.13% -1,827 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,944 shares; 2024Q4: 74,442 shares; 2025Q1: 68,097 shares; 2025Q2: 65,199 shares; 2025Q3: 63,977 shares; 2025Q4: 119,094 shares 119,094 $36.8M 0.13% +55,117 Timeline FLRN 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: 1,278,294 shares; 2024Q4: 1,114,389 shares; 2025Q1: 1,079,032 shares; 2025Q2: 1,047,458 shares; 2025Q3: 1,086,812 shares; 2025Q4: 1,157,419 shares 1,157,419 $35.6M 0.13% +70,607 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,483 shares; 2024Q4: 131,216 shares; 2025Q1: 132,390 shares; 2025Q2: 132,298 shares; 2025Q3: 131,496 shares; 2025Q4: 128,435 shares 128,435 $35.3M 0.13% -3,061 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: 1,685,794 shares; 2024Q4: 1,609,917 shares; 2025Q1: 1,544,764 shares; 2025Q2: 1,388,420 shares; 2025Q3: 1,350,537 shares; 2025Q4: 1,409,179 shares 1,409,179 $35.1M 0.13% +58,642 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116,474 shares 1,116,474 $34.5M 0.12% new 2026-09-30, 13G/A 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: 137,164 shares; 2024Q4: 133,294 shares; 2025Q1: 135,610 shares; 2025Q2: 137,381 shares; 2025Q3: 136,653 shares; 2025Q4: 358,230 shares 358,230 $34.4M 0.12% +221,577 Timeline ESGU 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: 283,798 shares; 2024Q4: 292,527 shares; 2025Q1: 317,836 shares; 2025Q2: 315,332 shares; 2025Q3: 227,061 shares; 2025Q4: 226,075 shares 226,075 $33.7M 0.12% -986 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: 1,169,484 shares; 2024Q4: 1,143,220 shares; 2025Q1: 1,151,415 shares; 2025Q2: 1,180,563 shares; 2025Q3: 1,170,865 shares; 2025Q4: 1,351,048 shares 1,351,048 $33.6M 0.12% +180,183 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 8,149 shares; 2025Q1: 7,969 shares; 2025Q2: 88,048 shares; 2025Q3: 128,831 shares; 2025Q4: 139,177 shares 139,177 $33.5M 0.12% +10,346 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: 128,984 shares; 2024Q4: 127,119 shares; 2025Q1: 123,678 shares; 2025Q2: 120,823 shares; 2025Q3: 115,552 shares; 2025Q4: 114,449 shares 114,449 $33M 0.12% -1,103 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: 225,981 shares; 2024Q4: 226,758 shares; 2025Q1: 222,952 shares; 2025Q2: 219,758 shares; 2025Q3: 209,466 shares; 2025Q4: 198,820 shares 198,820 $32.5M 0.12% -10,646 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: 132,416 shares; 2024Q4: 132,394 shares; 2025Q1: 131,733 shares; 2025Q2: 130,460 shares; 2025Q3: 127,477 shares; 2025Q4: 126,495 shares 126,495 $31.2M 0.11% -982 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,676 shares; 2024Q4: 407,642 shares; 2025Q1: 403,057 shares; 2025Q2: 401,767 shares; 2025Q3: 395,274 shares; 2025Q4: 394,160 shares 394,160 $31.1M 0.11% -1,114 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: 149,959 shares; 2024Q4: 150,092 shares; 2025Q1: 153,814 shares; 2025Q2: 146,580 shares; 2025Q3: 142,754 shares; 2025Q4: 147,287 shares 147,287 $31M 0.11% +4,533 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: 452,961 shares; 2024Q4: 342,198 shares; 2025Q1: 282,665 shares; 2025Q2: 266,952 shares; 2025Q3: 248,432 shares; 2025Q4: 236,685 shares 236,685 $30.9M 0.11% -11,747 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: 108,471 shares; 2024Q4: 109,013 shares; 2025Q1: 108,895 shares; 2025Q2: 88,780 shares; 2025Q3: 89,725 shares; 2025Q4: 91,077 shares 91,077 $30.5M 0.11% +1,352 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: 369,965 shares; 2024Q4: 357,314 shares; 2025Q1: 365,200 shares; 2025Q2: 359,795 shares; 2025Q3: 367,438 shares; 2025Q4: 322,060 shares 322,060 $30.3M 0.11% -45,378 Timeline DVYE 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: 737,322 shares; 2024Q4: 731,520 shares; 2025Q1: 745,480 shares; 2025Q2: 836,637 shares; 2025Q3: 885,184 shares; 2025Q4: 972,150 shares 972,150 $30.3M 0.11% +86,966 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: 323,977 shares; 2024Q4: 298,401 shares; 2025Q1: 337,405 shares; 2025Q2: 335,435 shares; 2025Q3: 348,017 shares; 2025Q4: 363,069 shares 363,069 $30.1M 0.11% +15,052 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: 302,362 shares; 2024Q4: 310,972 shares; 2025Q1: 317,068 shares; 2025Q2: 323,036 shares; 2025Q3: 323,356 shares; 2025Q4: 321,047 shares 321,047 $30.1M 0.11% -2,309 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,368 shares; 2024Q4: 377,728 shares; 2025Q1: 317,860 shares; 2025Q2: 295,572 shares; 2025Q3: 265,017 shares; 2025Q4: 254,461 shares 254,461 $29.9M 0.11% -10,556 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: 339,089 shares; 2024Q4: 344,875 shares; 2025Q1: 210,615 shares; 2025Q2: 182,832 shares; 2025Q3: 153,262 shares; 2025Q4: 142,247 shares 142,247 $29.6M 0.11% -11,015 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: 111,984 shares; 2024Q4: 117,456 shares; 2025Q1: 116,976 shares; 2025Q2: 116,860 shares; 2025Q3: 109,572 shares; 2025Q4: 113,990 shares 113,990 $29.3M 0.1% +4,418 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,222 shares; 2024Q4: 202,911 shares; 2025Q1: 202,402 shares; 2025Q2: 201,451 shares; 2025Q3: 199,731 shares; 2025Q4: 199,661 shares 199,661 $28.2M 0.1% -70 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158,061 shares; 2024Q4: 4,675,727 shares; 2025Q1: 4,973,410 shares; 2025Q2: 4,884,962 shares; 2025Q3: 4,628,939 shares; 2025Q4: 1,627,412 shares 1,627,412 $28.1M 0.1% -3,001,527 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901,375 shares; 2025Q1: 901,375 shares; 2025Q2: 901,375 shares; 2025Q3: 901,375 shares; 2025Q4: 901,375 shares 901,375 $27.6M 0.1% 0 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: 158,192 shares; 2024Q4: 164,261 shares; 2025Q1: 156,326 shares; 2025Q2: 148,727 shares; 2025Q3: 160,620 shares; 2025Q4: 160,736 shares 160,736 $27.5M 0.1% +116 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: 575,685 shares; 2024Q4: 568,897 shares; 2025Q1: 559,598 shares; 2025Q2: 557,572 shares; 2025Q3: 510,354 shares; 2025Q4: 508,509 shares 508,509 $27.4M 0.1% -1,845 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,591 shares; 2024Q4: 123,044 shares; 2025Q1: 122,790 shares; 2025Q2: 411,003 shares; 2025Q3: 409,707 shares; 2025Q4: 533,422 shares 533,422 $27.2M 0.1% +123,715 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,626 shares; 2024Q4: 703,304 shares; 2025Q1: 809,103 shares; 2025Q2: 711,292 shares; 2025Q3: 661,113 shares; 2025Q4: 720,566 shares 720,566 $27M 0.1% +59,453 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,620 shares; 2025Q1: 143,808 shares; 2025Q2: 141,784 shares; 2025Q3: 209,214 shares; 2025Q4: 205,148 shares 205,148 $26.9M 0.1% -4,066 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,782 shares; 2024Q4: 477,868 shares; 2025Q1: 488,190 shares; 2025Q2: 496,979 shares; 2025Q3: 499,724 shares; 2025Q4: 508,256 shares 508,256 $26.2M 0.09% +8,532 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,171 shares; 2024Q4: 242,345 shares; 2025Q1: 247,799 shares; 2025Q2: 265,077 shares; 2025Q3: 274,324 shares; 2025Q4: 273,481 shares 273,481 $26M 0.09% -843 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092,901 shares; 2024Q4: 4,092,901 shares; 2025Q1: 4,092,901 shares; 2025Q2: 4,092,901 shares; 2025Q3: 4,092,901 shares; 2025Q4: 4,092,901 shares 4,092,901 $26M 0.09% 0 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: 689,038 shares; 2024Q4: 668,340 shares; 2025Q1: 652,885 shares; 2025Q2: 650,813 shares; 2025Q3: 636,738 shares; 2025Q4: 627,296 shares 627,296 $25.5M 0.09% -9,442 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: 125,270 shares; 2024Q4: 123,349 shares; 2025Q1: 133,750 shares; 2025Q2: 140,935 shares; 2025Q3: 160,708 shares; 2025Q4: 156,740 shares 156,740 $25.1M 0.09% -3,968 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,996 shares; 2024Q4: 567,850 shares; 2025Q1: 738,230 shares; 2025Q2: 707,601 shares; 2025Q3: 690,502 shares; 2025Q4: 565,972 shares 565,972 $24.5M 0.09% -124,530 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,921 shares; 2024Q4: 171,580 shares; 2025Q1: 126,116 shares; 2025Q2: 108,668 shares; 2025Q3: 92,168 shares; 2025Q4: 85,957 shares 85,957 $24.5M 0.09% -6,211 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: 56,567 shares; 2024Q4: 56,023 shares; 2025Q1: 53,996 shares; 2025Q2: 53,201 shares; 2025Q3: 52,386 shares; 2025Q4: 52,507 shares 52,507 $24.4M 0.09% +121 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,968 shares; 2024Q4: 49,001 shares; 2025Q1: 48,020 shares; 2025Q2: 48,607 shares; 2025Q3: 50,476 shares; 2025Q4: 53,548 shares 53,548 $24.1M 0.09% +3,072 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: 58,177 shares; 2024Q4: 57,078 shares; 2025Q1: 54,351 shares; 2025Q2: 52,548 shares; 2025Q3: 50,428 shares; 2025Q4: 48,897 shares 48,897 $24M 0.09% -1,531 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,588 shares; 2024Q4: 177,352 shares; 2025Q1: 190,700 shares; 2025Q2: 187,734 shares; 2025Q3: 183,438 shares; 2025Q4: 181,526 shares 181,526 $23.9M 0.09% -1,912 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,969 shares; 2024Q4: 685,403 shares; 2025Q1: 686,900 shares; 2025Q2: 711,068 shares; 2025Q3: 707,650 shares; 2025Q4: 711,178 shares 711,178 $23.8M 0.09% +3,528 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: 188,481 shares; 2024Q4: 186,197 shares; 2025Q1: 192,874 shares; 2025Q2: 190,308 shares; 2025Q3: 175,839 shares; 2025Q4: 171,633 shares 171,633 $23.5M 0.08% -4,206 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,364 shares; 2024Q4: 204,360 shares; 2025Q1: 203,772 shares; 2025Q2: 203,885 shares; 2025Q3: 204,304 shares; 2025Q4: 202,311 shares 202,311 $22.3M 0.08% -1,993 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: 259,021 shares; 2024Q4: 249,592 shares; 2025Q1: 238,919 shares; 2025Q2: 221,950 shares; 2025Q3: 208,867 shares; 2025Q4: 198,015 shares 198,015 $21.8M 0.08% -10,852 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,296 shares; 2024Q4: 73,842 shares; 2025Q1: 73,683 shares; 2025Q2: 98,676 shares; 2025Q3: 106,969 shares; 2025Q4: 92,375 shares 92,375 $21M 0.08% -14,594 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,848 shares; 2024Q4: 233,235 shares; 2025Q1: 216,016 shares; 2025Q2: 198,865 shares; 2025Q3: 178,250 shares; 2025Q4: 161,676 shares 161,676 $20.3M 0.07% -16,574 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,203 shares; 2024Q4: 73,103 shares; 2025Q1: 69,637 shares; 2025Q2: 69,774 shares; 2025Q3: 70,157 shares; 2025Q4: 139,724 shares 139,724 $20.1M 0.07% +69,567 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,554 shares; 2024Q4: 642,752 shares; 2025Q1: 559,110 shares; 2025Q2: 507,547 shares; 2025Q3: 472,613 shares; 2025Q4: 401,553 shares 401,553 $20.1M 0.07% -71,060 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: 10,070 shares; 2024Q4: 9,894 shares; 2025Q1: 10,615 shares; 2025Q2: 11,575 shares; 2025Q3: 11,363 shares; 2025Q4: 30,551 shares 30,551 $20M 0.07% +19,188 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975,346 shares; 2024Q4: 729,235 shares; 2025Q1: 711,720 shares; 2025Q2: 686,775 shares; 2025Q3: 672,705 shares; 2025Q4: 643,295 shares 643,295 $19.9M 0.07% -29,410 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: 117,748 shares; 2024Q4: 118,053 shares; 2025Q1: 115,112 shares; 2025Q2: 117,745 shares; 2025Q3: 113,542 shares; 2025Q4: 113,714 shares 113,714 $19.7M 0.07% +172 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: 37,185 shares; 2024Q4: 36,192 shares; 2025Q1: 35,778 shares; 2025Q2: 34,951 shares; 2025Q3: 34,420 shares; 2025Q4: 34,405 shares 34,405 $19.6M 0.07% -15 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: 166,892 shares; 2024Q4: 173,093 shares; 2025Q1: 178,645 shares; 2025Q2: 182,886 shares; 2025Q3: 178,914 shares; 2025Q4: 161,087 shares 161,087 $19.6M 0.07% -17,827 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: 31,516 shares; 2024Q4: 34,355 shares; 2025Q1: 34,162 shares; 2025Q2: 34,888 shares; 2025Q3: 34,740 shares; 2025Q4: 31,791 shares 31,791 $19.5M 0.07% -2,949 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,911 shares; 2024Q4: 652,984 shares; 2025Q1: 648,747 shares; 2025Q2: 661,199 shares; 2025Q3: 642,459 shares; 2025Q4: 648,345 shares 648,345 $19.4M 0.07% +5,886 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,747 shares; 2024Q4: 69,704 shares; 2025Q1: 68,270 shares; 2025Q2: 67,571 shares; 2025Q3: 66,095 shares; 2025Q4: 66,612 shares 66,612 $19.3M 0.07% +517 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: 227,471 shares; 2024Q4: 239,907 shares; 2025Q1: 243,154 shares; 2025Q2: 236,653 shares; 2025Q3: 234,808 shares; 2025Q4: 320,641 shares 320,641 $19.1M 0.07% +85,833 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,173 shares; 2024Q4: 200,759 shares; 2025Q1: 201,070 shares; 2025Q2: 200,631 shares; 2025Q3: 200,005 shares; 2025Q4: 200,042 shares 200,042 $18.4M 0.07% +37 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: 20,653 shares; 2024Q4: 30,746 shares; 2025Q1: 231,047 shares; 2025Q2: 234,060 shares; 2025Q3: 241,860 shares; 2025Q4: 308,077 shares 308,077 $18M 0.06% +66,217 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: 44,307 shares; 2024Q4: 44,848 shares; 2025Q1: 44,297 shares; 2025Q2: 44,116 shares; 2025Q3: 42,833 shares; 2025Q4: 41,401 shares 41,401 $17.7M 0.06% -1,432 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,108 shares; 2024Q4: 128,992 shares; 2025Q1: 128,192 shares; 2025Q2: 128,186 shares; 2025Q3: 128,228 shares; 2025Q4: 128,415 shares 128,415 $17.5M 0.06% +187 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,720 shares; 2024Q4: 550,048 shares; 2025Q1: 535,077 shares; 2025Q2: 509,840 shares; 2025Q3: 478,893 shares; 2025Q4: 482,067 shares 482,067 $17.5M 0.06% +3,174 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: 335,543 shares; 2024Q4: 324,620 shares; 2025Q1: 307,144 shares; 2025Q2: 283,904 shares; 2025Q3: 278,056 shares; 2025Q4: 271,270 shares 271,270 $17.3M 0.06% -6,786 Timeline MBB 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: 213,600 shares; 2024Q4: 203,610 shares; 2025Q1: 184,269 shares; 2025Q2: 182,302 shares; 2025Q3: 180,259 shares; 2025Q4: 180,716 shares 180,716 $17.2M 0.06% +457 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: 155,144 shares; 2024Q4: 144,643 shares; 2025Q1: 140,226 shares; 2025Q2: 138,307 shares; 2025Q3: 135,812 shares; 2025Q4: 132,788 shares 132,788 $17.1M 0.06% -3,024 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: 118,388 shares; 2024Q4: 118,974 shares; 2025Q1: 118,921 shares; 2025Q2: 113,449 shares; 2025Q3: 110,872 shares; 2025Q4: 110,296 shares 110,296 $16.9M 0.06% -576 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,145 shares; 2024Q4: 99,218 shares; 2025Q1: 95,371 shares; 2025Q2: 92,615 shares; 2025Q3: 90,872 shares; 2025Q4: 89,545 shares 89,545 $16.6M 0.06% -1,327 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,854 shares; 2024Q4: 32,432 shares; 2025Q1: 30,945 shares; 2025Q2: 29,452 shares; 2025Q3: 27,673 shares; 2025Q4: 166,080 shares 166,080 $16.2M 0.06% +138,407 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,400 shares; 2024Q4: 142,644 shares; 2025Q1: 142,641 shares; 2025Q2: 142,675 shares; 2025Q3: 142,447 shares; 2025Q4: 142,506 shares 142,506 $16.1M 0.06% +59 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,901 shares; 2024Q4: 128,915 shares; 2025Q1: 130,568 shares; 2025Q2: 146,374 shares; 2025Q3: 143,495 shares; 2025Q4: 141,133 shares 141,133 $16M 0.06% -2,362 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,208 shares; 2024Q4: 44,693 shares; 2025Q1: 43,037 shares; 2025Q2: 42,053 shares; 2025Q3: 40,538 shares; 2025Q4: 40,351 shares 40,351 $15.7M 0.06% -187 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,048 shares; 2024Q4: 393,724 shares; 2025Q1: 192,331 shares; 2025Q2: 153,326 shares; 2025Q3: 127,044 shares; 2025Q4: 114,021 shares 114,021 $15.5M 0.06% -13,023 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,273 shares; 2024Q4: 56,949 shares; 2025Q1: 54,940 shares; 2025Q2: 52,636 shares; 2025Q3: 52,351 shares; 2025Q4: 44,751 shares 44,751 $15.3M 0.05% -7,600 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: 63,053 shares; 2024Q4: 65,226 shares; 2025Q1: 67,716 shares; 2025Q2: 60,723 shares; 2025Q3: 59,247 shares; 2025Q4: 70,818 shares 70,818 $15.2M 0.05% +11,571 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: 193,768 shares; 2024Q4: 186,789 shares; 2025Q1: 182,322 shares; 2025Q2: 173,293 shares; 2025Q3: 155,442 shares; 2025Q4: 150,803 shares 150,803 $14.7M 0.05% -4,639 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: 178,305 shares; 2024Q4: 169,330 shares; 2025Q1: 164,637 shares; 2025Q2: 158,105 shares; 2025Q3: 160,273 shares; 2025Q4: 148,242 shares 148,242 $14.7M 0.05% -12,031 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,744 shares; 2024Q4: 240,049 shares; 2025Q1: 264,553 shares; 2025Q2: 271,092 shares; 2025Q3: 249,990 shares; 2025Q4: 258,799 shares 258,799 $14.4M 0.05% +8,809 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,767 shares; 2025Q1: 4,061 shares; 2025Q2: 3,985 shares; 2025Q3: 20,810 shares; 2025Q4: 21,217 shares 21,217 $14.4M 0.05% +407 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: 115,794 shares; 2024Q4: 106,531 shares; 2025Q1: 105,609 shares; 2025Q2: 107,257 shares; 2025Q3: 107,776 shares; 2025Q4: 115,279 shares 115,279 $14.1M 0.05% +7,503 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,452 shares; 2024Q4: 44,694 shares; 2025Q1: 44,640 shares; 2025Q2: 44,715 shares; 2025Q3: 44,715 shares; 2025Q4: 44,715 shares 44,715 $14.1M 0.05% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,261 shares; 2024Q4: 234,866 shares; 2025Q1: 221,545 shares; 2025Q2: 214,282 shares; 2025Q3: 205,715 shares; 2025Q4: 201,168 shares 201,168 $14.1M 0.05% -4,547 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,731 shares; 2024Q4: 27,670 shares; 2025Q1: 27,112 shares; 2025Q2: 63,753 shares; 2025Q3: 79,860 shares; 2025Q4: 89,453 shares 89,453 $13.8M 0.05% +9,593 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: 370,098 shares; 2024Q4: 348,526 shares; 2025Q1: 310,067 shares; 2025Q2: 293,556 shares; 2025Q3: 270,319 shares; 2025Q4: 255,014 shares 255,014 $13.7M 0.05% -15,305 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,148 shares; 2024Q4: 95,508 shares; 2025Q1: 95,093 shares; 2025Q2: 98,169 shares; 2025Q3: 95,120 shares; 2025Q4: 95,622 shares 95,622 $13.5M 0.05% +502 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,195 shares; 2024Q4: 168,481 shares; 2025Q1: 79,955 shares; 2025Q2: 59,258 shares; 2025Q3: 50,969 shares; 2025Q4: 48,336 shares 48,336 $13.3M 0.05% -2,633 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: 27,925 shares; 2024Q4: 27,723 shares; 2025Q1: 27,456 shares; 2025Q2: 28,526 shares; 2025Q3: 27,100 shares; 2025Q4: 27,342 shares 27,342 $13.2M 0.05% +242 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: 71,616 shares; 2024Q4: 70,554 shares; 2025Q1: 70,145 shares; 2025Q2: 65,912 shares; 2025Q3: 63,466 shares; 2025Q4: 62,356 shares 62,356 $13M 0.05% -1,110 Timeline IXUS 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: 151,201 shares; 2024Q4: 158,006 shares; 2025Q1: 154,994 shares; 2025Q2: 157,913 shares; 2025Q3: 160,527 shares; 2025Q4: 153,234 shares 153,234 $13M 0.05% -7,293 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,941 shares; 2024Q4: 135,359 shares; 2025Q1: 133,705 shares; 2025Q2: 132,880 shares; 2025Q3: 128,105 shares; 2025Q4: 125,732 shares 125,732 $12.7M 0.05% -2,373 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: 152,588 shares; 2024Q4: 147,954 shares; 2025Q1: 140,828 shares; 2025Q2: 132,509 shares; 2025Q3: 124,944 shares; 2025Q4: 123,829 shares 123,829 $12.7M 0.05% -1,115 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,053 shares; 2024Q4: 27,884 shares; 2025Q1: 31,018 shares; 2025Q2: 31,643 shares; 2025Q3: 32,766 shares; 2025Q4: 32,546 shares 32,546 $12.7M 0.05% -220 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: 9,289 shares; 2024Q4: 9,881 shares; 2025Q1: 10,215 shares; 2025Q2: 10,891 shares; 2025Q3: 12,252 shares; 2025Q4: 13,482 shares 13,482 $11.9M 0.04% +1,230 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: 48,074 shares; 2024Q4: 51,139 shares; 2025Q1: 51,141 shares; 2025Q2: 51,096 shares; 2025Q3: 48,228 shares; 2025Q4: 47,783 shares 47,783 $11.8M 0.04% -445 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,508 shares; 2024Q4: 129,249 shares; 2025Q1: 125,691 shares; 2025Q2: 120,667 shares; 2025Q3: 116,972 shares; 2025Q4: 115,607 shares 115,607 $11.5M 0.04% -1,365 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: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 3,919 shares; 2025Q2: 40,961 shares; 2025Q3: 40,968 shares; 2025Q4: 44,661 shares 44,661 $11.3M 0.04% +3,693 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879,558 shares; 2024Q4: 1,004,022 shares; 2025Q1: 994,397 shares; 2025Q2: 997,612 shares; 2025Q3: 1,041,990 shares; 2025Q4: 1,050,678 shares 1,050,678 $11.3M 0.04% +8,688 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: 39,637 shares; 2024Q4: 38,449 shares; 2025Q1: 40,751 shares; 2025Q2: 40,726 shares; 2025Q3: 37,670 shares; 2025Q4: 35,975 shares 35,975 $10.9M 0.04% -1,695 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: 479,249 shares; 2024Q4: 478,441 shares; 2025Q1: 441,385 shares; 2025Q2: 427,456 shares; 2025Q3: 407,299 shares; 2025Q4: 396,926 shares 396,926 $10.9M 0.04% -10,373 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: 126,213 shares; 2024Q4: 125,996 shares; 2025Q1: 127,606 shares; 2025Q2: 127,022 shares; 2025Q3: 125,144 shares; 2025Q4: 124,557 shares 124,557 $10.9M 0.04% -587 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: 52,939 shares; 2024Q4: 173,024 shares; 2025Q1: 159,046 shares; 2025Q2: 286,941 shares; 2025Q3: 188,009 shares; 2025Q4: 215,539 shares 215,539 $10.8M 0.04% +27,530 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,433 shares 208,433 $10.7M 0.04% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,005 shares; 2024Q4: 61,479 shares; 2025Q1: 58,817 shares; 2025Q2: 57,835 shares; 2025Q3: 55,881 shares; 2025Q4: 57,991 shares 57,991 $10.5M 0.04% +2,110 Timeline AGZ 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: 99,537 shares; 2024Q4: 97,348 shares; 2025Q1: 96,560 shares; 2025Q2: 94,451 shares; 2025Q3: 92,522 shares; 2025Q4: 94,353 shares 94,353 $10.4M 0.04% +1,831 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: 92,786 shares; 2024Q4: 87,570 shares; 2025Q1: 75,310 shares; 2025Q2: 69,480 shares; 2025Q3: 59,575 shares; 2025Q4: 58,430 shares 58,430 $10.3M 0.04% -1,145 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: 35,754 shares; 2024Q4: 36,259 shares; 2025Q1: 33,836 shares; 2025Q2: 33,183 shares; 2025Q3: 32,303 shares; 2025Q4: 32,364 shares 32,364 $10.1M 0.04% +61 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,467 shares; 2024Q4: 883,524 shares; 2025Q1: 910,140 shares; 2025Q2: 881,574 shares; 2025Q3: 881,698 shares; 2025Q4: 930,742 shares 930,742 $10.1M 0.04% +49,044 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: 120,744 shares; 2024Q4: 130,826 shares; 2025Q1: 122,473 shares; 2025Q2: 117,598 shares; 2025Q3: 113,527 shares; 2025Q4: 218,056 shares 218,056 $9.75M 0.03% +104,529 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: 35,450 shares; 2024Q4: 35,141 shares; 2025Q1: 34,980 shares; 2025Q2: 34,791 shares; 2025Q3: 32,992 shares; 2025Q4: 33,185 shares 33,185 $9.59M 0.03% +193 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: 13,172 shares; 2024Q4: 28,942 shares; 2025Q1: 59,361 shares; 2025Q2: 24,740 shares; 2025Q3: 24,455 shares; 2025Q4: 24,467 shares 24,467 $9.47M 0.03% +12 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: 30,207 shares; 2024Q4: 32,140 shares; 2025Q1: 32,070 shares; 2025Q2: 32,127 shares; 2025Q3: 32,848 shares; 2025Q4: 31,629 shares 31,629 $9.18M 0.03% -1,219 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,287 shares; 2024Q4: 31,244 shares; 2025Q1: 29,927 shares; 2025Q2: 35,002 shares; 2025Q3: 36,911 shares; 2025Q4: 41,511 shares 41,511 $9.12M 0.03% +4,600 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: 8,862 shares; 2024Q4: 8,372 shares; 2025Q1: 7,712 shares; 2025Q2: 6,823 shares; 2025Q3: 6,401 shares; 2025Q4: 8,851 shares 8,851 $8.93M 0.03% +2,450 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,130 shares; 2024Q4: 108,099 shares; 2025Q1: 107,988 shares; 2025Q2: 116,017 shares; 2025Q3: 119,623 shares; 2025Q4: 121,587 shares 121,587 $8.84M 0.03% +1,964 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: 659,352 shares; 2024Q4: 591,464 shares; 2025Q1: 440,350 shares; 2025Q2: 389,127 shares; 2025Q3: 336,036 shares; 2025Q4: 292,861 shares 292,861 $8.75M 0.03% -43,175 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: 25,808 shares; 2024Q4: 26,991 shares; 2025Q1: 26,674 shares; 2025Q2: 24,831 shares; 2025Q3: 25,246 shares; 2025Q4: 24,841 shares 24,841 $8.73M 0.03% -405 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: 80,853 shares; 2024Q4: 80,127 shares; 2025Q1: 80,183 shares; 2025Q2: 79,452 shares; 2025Q3: 75,506 shares; 2025Q4: 74,637 shares 74,637 $8.66M 0.03% -869 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 636 shares; 2025Q1: 540 shares; 2025Q2: 709 shares; 2025Q3: 6,391 shares; 2025Q4: 6,208 shares 6,208 $8.66M 0.03% -183 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,375 shares; 2024Q4: 178,648 shares; 2025Q1: 164,082 shares; 2025Q2: 155,673 shares; 2025Q3: 149,911 shares; 2025Q4: 146,670 shares 146,670 $8.59M 0.03% -3,241 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,862 shares; 2025Q1: 5,752 shares; 2025Q2: 5,825 shares; 2025Q3: 5,907 shares; 2025Q4: 6,338 shares 6,338 $8.43M 0.03% +431 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,643 shares; 2024Q4: 127,817 shares; 2025Q1: 128,607 shares; 2025Q2: 133,756 shares; 2025Q3: 144,372 shares; 2025Q4: 146,039 shares 146,039 $8.42M 0.03% +1,667 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: 114,431 shares; 2024Q4: 115,667 shares; 2025Q1: 114,288 shares; 2025Q2: 110,306 shares; 2025Q3: 115,337 shares; 2025Q4: 112,688 shares 112,688 $8.28M 0.03% -2,649 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: 33,012 shares; 2024Q4: 34,299 shares; 2025Q1: 31,941 shares; 2025Q2: 31,286 shares; 2025Q3: 30,289 shares; 2025Q4: 31,006 shares 31,006 $8.21M 0.03% +717 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,476 shares; 2024Q4: 150,539 shares; 2025Q1: 138,007 shares; 2025Q2: 131,958 shares; 2025Q3: 130,590 shares; 2025Q4: 131,816 shares 131,816 $8.09M 0.03% +1,226 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: 8,700 shares; 2024Q4: 8,785 shares; 2025Q1: 8,575 shares; 2025Q2: 8,115 shares; 2025Q3: 8,944 shares; 2025Q4: 85,868 shares 85,868 $8.05M 0.03% +76,924 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,935 shares; 2024Q4: 147,034 shares; 2025Q1: 129,798 shares; 2025Q2: 127,109 shares; 2025Q3: 122,248 shares; 2025Q4: 117,172 shares 117,172 $7.98M 0.03% -5,076 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,668 shares; 2025Q1: 105,779 shares; 2025Q2: 114,721 shares; 2025Q3: 137,936 shares; 2025Q4: 163,311 shares 163,311 $7.96M 0.03% +25,375 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,814 shares; 2025Q1: 39,818 shares; 2025Q2: 49,654 shares; 2025Q3: 46,348 shares; 2025Q4: 45,857 shares 45,857 $7.85M 0.03% -491 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,662 shares; 2024Q4: 78,593 shares; 2025Q1: 70,939 shares; 2025Q2: 64,623 shares; 2025Q3: 62,051 shares; 2025Q4: 61,310 shares 61,310 $7.83M 0.03% -741 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: 18,749 shares; 2024Q4: 18,363 shares; 2025Q1: 17,905 shares; 2025Q2: 17,231 shares; 2025Q3: 16,393 shares; 2025Q4: 17,480 shares 17,480 $7.76M 0.03% +1,087 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 9,771 shares; 2025Q1: 9,776 shares; 2025Q2: 10,607 shares; 2025Q3: 11,779 shares; 2025Q4: 17,243 shares 17,243 $7.67M 0.03% +5,464 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,451 shares; 2024Q4: 154,122 shares; 2025Q1: 156,200 shares; 2025Q2: 153,565 shares; 2025Q3: 145,569 shares; 2025Q4: 144,107 shares 144,107 $7.61M 0.03% -1,462 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,218 shares; 2024Q4: 60,180 shares; 2025Q1: 56,244 shares; 2025Q2: 54,281 shares; 2025Q3: 53,770 shares; 2025Q4: 54,325 shares 54,325 $7.57M 0.03% +555 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,948 shares; 2024Q4: 212,692 shares; 2025Q1: 205,538 shares; 2025Q2: 196,846 shares; 2025Q3: 196,247 shares; 2025Q4: 186,764 shares 186,764 $7.54M 0.03% -9,483 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: 48,734 shares; 2024Q4: 43,593 shares; 2025Q1: 37,540 shares; 2025Q2: 32,963 shares; 2025Q3: 25,938 shares; 2025Q4: 21,500 shares 21,500 $7.52M 0.03% -4,438 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: 43,120 shares; 2024Q4: 43,435 shares; 2025Q1: 43,635 shares; 2025Q2: 49,377 shares; 2025Q3: 50,525 shares; 2025Q4: 53,013 shares 53,013 $7.31M 0.03% +2,488 Timeline IGLB 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: 102,101 shares; 2024Q4: 171,732 shares; 2025Q1: 155,928 shares; 2025Q2: 154,294 shares; 2025Q3: 144,229 shares; 2025Q4: 144,309 shares 144,309 $7.28M 0.03% +80 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: 8,815 shares; 2024Q4: 9,173 shares; 2025Q1: 9,128 shares; 2025Q2: 9,693 shares; 2025Q3: 9,871 shares; 2025Q4: 47,387 shares 47,387 $7.26M 0.03% +37,516 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,909 shares 206,909 $7.16M 0.03% new 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: 92,840 shares; 2024Q4: 89,697 shares; 2025Q1: 91,100 shares; 2025Q2: 89,818 shares; 2025Q3: 90,952 shares; 2025Q4: 94,916 shares 94,916 $6.97M 0.02% +3,964 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 6,814 shares; 2025Q1: 6,638 shares; 2025Q2: 10,825 shares; 2025Q3: 9,265 shares; 2025Q4: 9,219 shares 9,219 $6.95M 0.02% -46 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 9,308 shares; 2025Q1: 10,400 shares; 2025Q2: 10,850 shares; 2025Q3: 12,276 shares; 2025Q4: 13,595 shares 13,595 $6.95M 0.02% +1,319 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,451 shares; 2024Q4: 138,311 shares; 2025Q1: 138,311 shares; 2025Q2: 138,311 shares; 2025Q3: 139,903 shares; 2025Q4: 143,663 shares 143,663 $6.86M 0.02% +3,760 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: 17,503 shares; 2024Q4: 16,947 shares; 2025Q1: 16,748 shares; 2025Q2: 16,108 shares; 2025Q3: 15,552 shares; 2025Q4: 18,339 shares 18,339 $6.85M 0.02% +2,787 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: 157,657 shares; 2024Q4: 112,977 shares; 2025Q1: 102,180 shares; 2025Q2: 98,680 shares; 2025Q3: 85,115 shares; 2025Q4: 85,728 shares 85,728 $6.8M 0.02% +613 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 22,383 shares; 2025Q1: 17,329 shares; 2025Q2: 81,965 shares; 2025Q3: 81,965 shares; 2025Q4: 87,849 shares 87,849 $6.63M 0.02% +5,884 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,658 shares 80,658 $6.59M 0.02% new 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: 12,459 shares; 2024Q4: 14,572 shares; 2025Q1: 27,077 shares; 2025Q2: 27,286 shares; 2025Q3: 23,341 shares; 2025Q4: 23,797 shares 23,797 $6.45M 0.02% +456 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: 30,443 shares; 2024Q4: 29,996 shares; 2025Q1: 28,496 shares; 2025Q2: 29,045 shares; 2025Q3: 29,380 shares; 2025Q4: 29,466 shares 29,466 $6.4M 0.02% +86 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,314 shares; 2024Q4: 90,543 shares; 2025Q1: 85,469 shares; 2025Q2: 83,565 shares; 2025Q3: 82,328 shares; 2025Q4: 158,712 shares 158,712 $6.38M 0.02% +76,384 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: 29,661 shares; 2024Q4: 29,904 shares; 2025Q1: 29,821 shares; 2025Q2: 29,620 shares; 2025Q3: 31,600 shares; 2025Q4: 33,909 shares 33,909 $6.38M 0.02% +2,309 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: 4,590 shares; 2024Q4: 5,035 shares; 2025Q1: 5,278 shares; 2025Q2: 5,301 shares; 2025Q3: 4,955 shares; 2025Q4: 5,202 shares 5,202 $6.32M 0.02% +247 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: 12,138 shares; 2024Q4: 29,268 shares; 2025Q1: 30,013 shares; 2025Q2: 35,414 shares; 2025Q3: 34,296 shares; 2025Q4: 33,967 shares 33,967 $6.26M 0.02% -329 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: 29,110 shares; 2024Q4: 29,381 shares; 2025Q1: 24,986 shares; 2025Q2: 24,744 shares; 2025Q3: 24,705 shares; 2025Q4: 23,753 shares 23,753 $6.24M 0.02% -952 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 66,178 shares; 2025Q1: 62,881 shares; 2025Q2: 57,883 shares; 2025Q3: 55,611 shares; 2025Q4: 54,642 shares 54,642 $6.17M 0.02% -969 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: 136,671 shares; 2024Q4: 137,793 shares; 2025Q1: 134,257 shares; 2025Q2: 132,537 shares; 2025Q3: 130,412 shares; 2025Q4: 130,432 shares 130,432 $6.07M 0.02% +20 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,528 shares; 2024Q4: 51,480 shares; 2025Q1: 49,019 shares; 2025Q2: 48,031 shares; 2025Q3: 49,383 shares; 2025Q4: 50,632 shares 50,632 $5.84M 0.02% +1,249 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,982 shares; 2024Q4: 16,496 shares; 2025Q1: 16,208 shares; 2025Q2: 15,523 shares; 2025Q3: 15,543 shares; 2025Q4: 17,295 shares 17,295 $5.82M 0.02% +1,752 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: 11,999 shares; 2024Q4: 12,957 shares; 2025Q1: 12,703 shares; 2025Q2: 11,204 shares; 2025Q3: 12,066 shares; 2025Q4: 11,929 shares 11,929 $5.82M 0.02% -137 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: 38,368 shares; 2024Q4: 43,504 shares; 2025Q1: 45,206 shares; 2025Q2: 45,139 shares; 2025Q3: 45,266 shares; 2025Q4: 26,331 shares 26,331 $5.78M 0.02% -18,935 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: 402,011 shares; 2024Q4: 401,923 shares; 2025Q1: 401,923 shares; 2025Q2: 350,357 shares; 2025Q3: 350,330 shares; 2025Q4: 350,868 shares 350,868 $5.75M 0.02% +538 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,857 shares; 2024Q4: 30,742 shares; 2025Q1: 30,138 shares; 2025Q2: 30,043 shares; 2025Q3: 29,561 shares; 2025Q4: 29,177 shares 29,177 $5.7M 0.02% -384 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: 41,234 shares; 2024Q4: 43,906 shares; 2025Q1: 52,291 shares; 2025Q2: 46,923 shares; 2025Q3: 47,518 shares; 2025Q4: 48,699 shares 48,699 $5.68M 0.02% +1,181 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,353 shares; 2024Q4: 502,667 shares; 2025Q1: 479,795 shares; 2025Q2: 458,755 shares; 2025Q3: 399,840 shares; 2025Q4: 84,337 shares 84,337 $5.66M 0.02% -315,503 Timeline BAB 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: 218,861 shares; 2024Q4: 216,122 shares; 2025Q1: 181,490 shares; 2025Q2: 180,630 shares; 2025Q3: 215,063 shares; 2025Q4: 206,910 shares 206,910 $5.63M 0.02% -8,153 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,841 shares; 2025Q1: 192,905 shares; 2025Q2: 206,462 shares; 2025Q3: 333,655 shares; 2025Q4: 90,136 shares 90,136 $5.57M 0.02% -243,519 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,551 shares; 2024Q4: 76,375 shares; 2025Q1: 74,884 shares; 2025Q2: 74,798 shares; 2025Q3: 71,248 shares; 2025Q4: 69,854 shares 69,854 $5.51M 0.02% -1,394 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,358 shares; 2024Q4: 23,651 shares; 2025Q1: 22,327 shares; 2025Q2: 22,681 shares; 2025Q3: 22,534 shares; 2025Q4: 44,256 shares 44,256 $5.28M 0.02% +21,722 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: 63,616 shares; 2024Q4: 63,062 shares; 2025Q1: 49,608 shares; 2025Q2: 50,131 shares; 2025Q3: 50,847 shares; 2025Q4: 52,382 shares 52,382 $5.23M 0.02% +1,535 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,574 shares; 2024Q4: 227,300 shares; 2025Q1: 205,907 shares; 2025Q2: 194,967 shares; 2025Q3: 169,867 shares; 2025Q4: 140,990 shares 140,990 $5.22M 0.02% -28,877 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: 35,501 shares; 2024Q4: 38,190 shares; 2025Q1: 40,842 shares; 2025Q2: 40,114 shares; 2025Q3: 46,066 shares; 2025Q4: 40,721 shares 40,721 $5.2M 0.02% -5,345 Timeline SHV 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: 38,965 shares; 2024Q4: 37,473 shares; 2025Q1: 34,029 shares; 2025Q2: 38,785 shares; 2025Q3: 39,202 shares; 2025Q4: 46,835 shares 46,835 $5.16M 0.02% +7,633 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,612 shares; 2024Q4: 65,325 shares; 2025Q1: 64,951 shares; 2025Q2: 65,890 shares; 2025Q3: 64,540 shares; 2025Q4: 63,712 shares 63,712 $5.14M 0.02% -828 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,829 shares; 2024Q4: 115,207 shares; 2025Q1: 115,886 shares; 2025Q2: 116,809 shares; 2025Q3: 118,498 shares; 2025Q4: 176,651 shares 176,651 $5.09M 0.02% +58,153 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,208 shares; 2024Q4: 48,315 shares; 2025Q1: 54,109 shares; 2025Q2: 54,913 shares; 2025Q3: 51,585 shares; 2025Q4: 54,039 shares 54,039 $4.97M 0.02% +2,454 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: 7,706 shares; 2024Q4: 7,901 shares; 2025Q1: 8,034 shares; 2025Q2: 6,779 shares; 2025Q3: 11,089 shares; 2025Q4: 14,543 shares 14,543 $4.91M 0.02% +3,454 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: 39,510 shares; 2024Q4: 30,117 shares; 2025Q1: 24,737 shares; 2025Q2: 25,994 shares; 2025Q3: 30,101 shares; 2025Q4: 27,339 shares 27,339 $4.86M 0.02% -2,762 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: 35,968 shares; 2024Q4: 35,762 shares; 2025Q1: 35,302 shares; 2025Q2: 35,191 shares; 2025Q3: 35,133 shares; 2025Q4: 35,785 shares 35,785 $4.86M 0.02% +652 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,957 shares; 2024Q4: 27,454 shares; 2025Q1: 31,319 shares; 2025Q2: 31,402 shares; 2025Q3: 30,664 shares; 2025Q4: 29,430 shares 29,430 $4.79M 0.02% -1,234 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: 21,489 shares; 2024Q4: 21,192 shares; 2025Q1: 21,118 shares; 2025Q2: 24,978 shares; 2025Q3: 23,620 shares; 2025Q4: 23,484 shares 23,484 $4.69M 0.02% -136 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,989 shares; 2024Q4: 59,218 shares; 2025Q1: 59,227 shares; 2025Q2: 58,150 shares; 2025Q3: 55,063 shares; 2025Q4: 53,582 shares 53,582 $4.68M 0.02% -1,481 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000 $4.65M 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 12,118 shares; 2025Q1: 12,201 shares; 2025Q2: 10,678 shares; 2025Q3: 10,039 shares; 2025Q4: 10,130 shares 10,130 $4.59M 0.02% +91 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: 25,414 shares; 2024Q4: 25,071 shares; 2025Q1: 22,591 shares; 2025Q2: 26,231 shares; 2025Q3: 26,098 shares; 2025Q4: 20,673 shares 20,673 $4.54M 0.02% -5,425 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,389 shares; 2025Q4: 17,381 shares 17,381 $4.51M 0.02% -8 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: 35,116 shares; 2024Q4: 35,893 shares; 2025Q1: 35,413 shares; 2025Q2: 38,114 shares; 2025Q3: 34,884 shares; 2025Q4: 31,441 shares 31,441 $4.44M 0.02% -3,443 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 7,672 shares; 2025Q1: 7,509 shares; 2025Q2: 7,448 shares; 2025Q3: 7,249 shares; 2025Q4: 7,327 shares 7,327 $4.42M 0.02% +78 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: 119,480 shares; 2024Q4: 110,826 shares; 2025Q1: 115,699 shares; 2025Q2: 109,895 shares; 2025Q3: 105,988 shares; 2025Q4: 113,951 shares 113,951 $4.37M 0.02% +7,963 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,435 shares; 2024Q4: 30,704 shares; 2025Q1: 24,431 shares; 2025Q2: 20,077 shares; 2025Q3: 20,183 shares; 2025Q4: 17,051 shares 17,051 $4.32M 0.02% -3,132 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,425 shares 228,425 $4.3M 0.02% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,838 shares; 2024Q4: 21,571 shares; 2025Q1: 21,583 shares; 2025Q2: 21,235 shares; 2025Q3: 21,227 shares; 2025Q4: 20,925 shares 20,925 $4.29M 0.02% -302 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: 99,256 shares; 2024Q4: 93,994 shares; 2025Q1: 96,474 shares; 2025Q2: 90,250 shares; 2025Q3: 103,308 shares; 2025Q4: 86,698 shares 86,698 $4.27M 0.02% -16,610 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: 17,205 shares; 2024Q4: 17,653 shares; 2025Q1: 16,272 shares; 2025Q2: 16,903 shares; 2025Q3: 16,842 shares; 2025Q4: 16,131 shares 16,131 $4.16M 0.01% -711 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,106 shares; 2024Q4: 22,976 shares; 2025Q1: 22,576 shares; 2025Q2: 22,409 shares; 2025Q3: 22,254 shares; 2025Q4: 22,416 shares 22,416 $4.16M 0.01% +162 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: 14,513 shares; 2024Q4: 14,257 shares; 2025Q1: 14,374 shares; 2025Q2: 14,729 shares; 2025Q3: 14,588 shares; 2025Q4: 14,389 shares 14,389 $4.13M 0.01% -199 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: 73,144 shares; 2024Q4: 78,253 shares; 2025Q1: 77,704 shares; 2025Q2: 75,801 shares; 2025Q3: 76,977 shares; 2025Q4: 79,369 shares 79,369 $4.11M 0.01% +2,392 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,866 shares; 2024Q4: 65,828 shares; 2025Q1: 65,620 shares; 2025Q2: 62,973 shares; 2025Q3: 63,158 shares; 2025Q4: 61,130 shares 61,130 $4.1M 0.01% -2,028 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,803 shares; 2024Q4: 38,192 shares; 2025Q1: 35,924 shares; 2025Q2: 36,219 shares; 2025Q3: 40,862 shares; 2025Q4: 42,200 shares 42,200 $4.06M 0.01% +1,338 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: 17,073 shares; 2024Q4: 18,316 shares; 2025Q1: 12,396 shares; 2025Q2: 11,116 shares; 2025Q3: 11,904 shares; 2025Q4: 14,151 shares 14,151 $4.04M 0.01% +2,247 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 34,292 shares; 2025Q1: 35,232 shares; 2025Q2: 35,652 shares; 2025Q3: 36,512 shares; 2025Q4: 35,584 shares 35,584 $3.99M 0.01% -928 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,662 shares; 2025Q1: 5,904 shares; 2025Q2: 6,679 shares; 2025Q3: 6,884 shares; 2025Q4: 8,483 shares 8,483 $3.98M 0.01% +1,599 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: 71,925 shares; 2024Q4: 72,221 shares; 2025Q1: 73,657 shares; 2025Q2: 73,269 shares; 2025Q3: 69,234 shares; 2025Q4: 73,894 shares 73,894 $3.94M 0.01% +4,660 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 30,398 shares; 2025Q1: 30,815 shares; 2025Q2: 30,938 shares; 2025Q3: 31,951 shares; 2025Q4: 32,698 shares 32,698 $3.92M 0.01% +747 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 16,277 shares; 2025Q1: 16,152 shares; 2025Q2: 16,369 shares; 2025Q3: 16,384 shares; 2025Q4: 16,026 shares 16,026 $3.85M 0.01% -358 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,717 shares; 2024Q4: 21,213 shares; 2025Q1: 20,893 shares; 2025Q2: 21,098 shares; 2025Q3: 22,575 shares; 2025Q4: 28,153 shares 28,153 $3.83M 0.01% +5,578 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: not reported; 2024Q4: 2,171 shares; 2025Q1: 12,778 shares; 2025Q2: 16,098 shares; 2025Q3: 16,755 shares; 2025Q4: 18,595 shares 18,595 $3.82M 0.01% +1,840 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,355 shares; 2024Q4: 28,547 shares; 2025Q1: 28,466 shares; 2025Q2: 29,786 shares; 2025Q3: 29,883 shares; 2025Q4: 31,617 shares 31,617 $3.8M 0.01% +1,734 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,923 shares 57,923 $3.79M 0.01% 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: 116,577 shares; 2024Q4: 117,126 shares; 2025Q1: 51,871 shares; 2025Q2: 48,145 shares; 2025Q3: 46,613 shares; 2025Q4: 45,982 shares 45,982 $3.78M 0.01% -631 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 9,986 shares; 2025Q1: 10,955 shares; 2025Q2: 11,751 shares; 2025Q3: 11,893 shares; 2025Q4: 29,635 shares 29,635 $3.75M 0.01% +17,742 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,609 shares; 2024Q4: 18,021 shares; 2025Q1: 17,333 shares; 2025Q2: 47,045 shares; 2025Q3: 46,385 shares; 2025Q4: 92,844 shares 92,844 $3.73M 0.01% +46,459 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 2,036 shares; 2025Q1: 1,894 shares; 2025Q2: 1,863 shares; 2025Q3: 1,784 shares; 2025Q4: 1,837 shares 1,837 $3.7M 0.01% +53 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,278 shares; 2024Q4: 15,621 shares; 2025Q1: 15,884 shares; 2025Q2: 11,478 shares; 2025Q3: 11,069 shares; 2025Q4: 12,418 shares 12,418 $3.65M 0.01% +1,349 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 9,922 shares; 2025Q1: 10,902 shares; 2025Q2: 11,123 shares; 2025Q3: 11,990 shares; 2025Q4: 11,634 shares 11,634 $3.64M 0.01% -356 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,850 shares; 2025Q1: not reported; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares; 2025Q4: 77,244 shares 77,244 $3.62M 0.01% +68,482 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: 192,700 shares; 2024Q4: 197,981 shares; 2025Q1: 193,149 shares; 2025Q2: 211,648 shares; 2025Q3: 251,372 shares; 2025Q4: 218,676 shares 218,676 $3.61M 0.01% -32,696 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,869 shares; 2024Q4: 20,403 shares; 2025Q1: 20,445 shares; 2025Q2: 20,946 shares; 2025Q3: 20,909 shares; 2025Q4: 22,997 shares 22,997 $3.57M 0.01% +2,088 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,561 shares; 2025Q4: 40,152 shares 40,152 $3.56M 0.01% -409 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,019 shares; 2024Q4: 14,537 shares; 2025Q1: 13,821 shares; 2025Q2: 14,758 shares; 2025Q3: 17,025 shares; 2025Q4: 18,231 shares 18,231 $3.48M 0.01% +1,206 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: 3,771 shares; 2024Q4: 3,823 shares; 2025Q1: 3,936 shares; 2025Q2: 3,854 shares; 2025Q3: 3,825 shares; 2025Q4: 4,242 shares 4,242 $3.48M 0.01% +417 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: 29,433 shares; 2024Q4: 34,504 shares; 2025Q1: 36,161 shares; 2025Q2: 39,611 shares; 2025Q3: 43,009 shares; 2025Q4: 42,028 shares 42,028 $3.43M 0.01% -981 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,085 shares; 2024Q4: 61,085 shares; 2025Q1: 61,085 shares; 2025Q2: 68,357 shares; 2025Q3: 68,357 shares; 2025Q4: 68,357 shares 68,357 $3.4M 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,414 shares; 2025Q1: 23,708 shares; 2025Q2: 23,896 shares; 2025Q3: 8,952 shares; 2025Q4: 4,416 shares 4,416 $3.38M 0.01% -4,536 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,234 shares; 2024Q4: 106,317 shares; 2025Q1: 104,011 shares; 2025Q2: 144,644 shares; 2025Q3: 93,675 shares; 2025Q4: 143,221 shares 143,221 $3.35M 0.01% +49,546 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: 46,556 shares; 2024Q4: 45,080 shares; 2025Q1: 44,602 shares; 2025Q2: 44,611 shares; 2025Q3: 45,340 shares; 2025Q4: 44,952 shares 44,952 $3.31M 0.01% -388 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,608 shares; 2024Q4: 156,888 shares; 2025Q1: 163,164 shares; 2025Q2: 158,531 shares; 2025Q3: 154,845 shares; 2025Q4: 146,722 shares 146,722 $3.27M 0.01% -8,123 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,398 shares; 2024Q4: 24,922 shares; 2025Q1: 22,823 shares; 2025Q2: 19,775 shares; 2025Q3: 23,210 shares; 2025Q4: 22,161 shares 22,161 $3.19M 0.01% -1,049 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: 11,580 shares; 2024Q4: 10,388 shares; 2025Q1: 10,112 shares; 2025Q2: 10,065 shares; 2025Q3: 8,972 shares; 2025Q4: 9,104 shares 9,104 $3.19M 0.01% +132 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: 19,942 shares; 2024Q4: 19,771 shares; 2025Q1: 19,390 shares; 2025Q2: 19,079 shares; 2025Q3: 18,879 shares; 2025Q4: 18,849 shares 18,849 $3.18M 0.01% -30 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,347 shares; 2024Q4: 50,480 shares; 2025Q1: 44,609 shares; 2025Q2: 36,931 shares; 2025Q3: 38,084 shares; 2025Q4: 42,344 shares 42,344 $3.18M 0.01% +4,260 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,608 shares; 2024Q4: 33,969 shares; 2025Q1: 33,422 shares; 2025Q2: 33,149 shares; 2025Q3: 32,678 shares; 2025Q4: 32,535 shares 32,535 $3.13M 0.01% -143 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 22,251 shares; 2025Q1: 22,479 shares; 2025Q2: 21,707 shares; 2025Q3: 21,504 shares; 2025Q4: 20,223 shares 20,223 $3.13M 0.01% -1,281 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,272 shares; 2024Q4: 15,841 shares; 2025Q1: 15,608 shares; 2025Q2: 16,142 shares; 2025Q3: 16,086 shares; 2025Q4: 16,987 shares 16,987 $3.13M 0.01% +901 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,481 shares; 2024Q4: 58,194 shares; 2025Q1: 57,943 shares; 2025Q2: 59,210 shares; 2025Q3: 57,605 shares; 2025Q4: 56,674 shares 56,674 $3.1M 0.01% -931 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: 6,818 shares; 2024Q4: 6,726 shares; 2025Q1: 6,350 shares; 2025Q2: 5,825 shares; 2025Q3: 7,300 shares; 2025Q4: 7,307 shares 7,307 $3.08M 0.01% +7 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 37,737 shares; 2025Q1: 37,833 shares; 2025Q2: 39,312 shares; 2025Q3: 37,706 shares; 2025Q4: 71,716 shares 71,716 $3.06M 0.01% +34,010 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: 73,268 shares; 2024Q4: 76,996 shares; 2025Q1: 82,015 shares; 2025Q2: 81,676 shares; 2025Q3: 64,202 shares; 2025Q4: 64,416 shares 64,416 $3.02M 0.01% +214 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,824 shares; 2024Q4: 48,931 shares; 2025Q1: 42,055 shares; 2025Q2: 39,722 shares; 2025Q3: 39,605 shares; 2025Q4: 35,714 shares 35,714 $2.99M 0.01% -3,891 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,297 shares; 2024Q4: 55,361 shares; 2025Q1: 53,608 shares; 2025Q2: 48,007 shares; 2025Q3: 45,091 shares; 2025Q4: 37,359 shares 37,359 $2.99M 0.01% -7,732 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: 14,705 shares; 2024Q4: 15,847 shares; 2025Q1: 16,197 shares; 2025Q2: 16,170 shares; 2025Q3: 19,098 shares; 2025Q4: 19,738 shares 19,738 $2.99M 0.01% +640 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: 14,123 shares; 2024Q4: 14,744 shares; 2025Q1: 16,007 shares; 2025Q2: 16,479 shares; 2025Q3: 17,243 shares; 2025Q4: 19,181 shares 19,181 $2.96M 0.01% +1,938 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: 2,076 shares; 2024Q4: 2,067 shares; 2025Q1: 1,945 shares; 2025Q2: 24,754 shares; 2025Q3: 24,385 shares; 2025Q4: 32,361 shares 32,361 $2.95M 0.01% +7,976 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,640 shares; 2024Q4: 114,754 shares; 2025Q1: 142,274 shares; 2025Q2: 138,509 shares; 2025Q3: 127,025 shares; 2025Q4: 131,445 shares 131,445 $2.94M 0.01% +4,420 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: 39,668 shares; 2024Q4: 45,389 shares; 2025Q1: 35,241 shares; 2025Q2: 32,803 shares; 2025Q3: 32,581 shares; 2025Q4: 33,198 shares 33,198 $2.93M 0.01% +617 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,644 shares; 2024Q4: 42,386 shares; 2025Q1: 38,629 shares; 2025Q2: 33,485 shares; 2025Q3: 37,566 shares; 2025Q4: 36,960 shares 36,960 $2.93M 0.01% -606 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: 41,848 shares; 2024Q4: 42,214 shares; 2025Q1: 39,773 shares; 2025Q2: 39,481 shares; 2025Q3: 38,675 shares; 2025Q4: 39,749 shares 39,749 $2.93M 0.01% +1,074 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,689 shares; 2025Q1: 576,835 shares; 2025Q2: 514,722 shares; 2025Q3: 187,026 shares; 2025Q4: 43,631 shares 43,631 $2.9M 0.01% -143,395 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: 119,727 shares; 2024Q4: 120,053 shares; 2025Q1: 116,997 shares; 2025Q2: 103,856 shares; 2025Q3: 98,362 shares; 2025Q4: 90,187 shares 90,187 $2.89M 0.01% -8,175 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,227 shares; 2024Q4: 42,873 shares; 2025Q1: 35,939 shares; 2025Q2: 36,172 shares; 2025Q3: 35,715 shares; 2025Q4: 33,908 shares 33,908 $2.89M 0.01% -1,807 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,407 shares; 2024Q4: 169,987 shares; 2025Q1: 117,048 shares; 2025Q2: 117,500 shares; 2025Q3: 117,038 shares; 2025Q4: 123,870 shares 123,870 $2.89M 0.01% +6,832 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: 30,530 shares; 2024Q4: 30,633 shares; 2025Q1: 30,722 shares; 2025Q2: 30,244 shares; 2025Q3: 30,857 shares; 2025Q4: 36,014 shares 36,014 $2.88M 0.01% +5,157 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,325 shares; 2024Q4: 35,913 shares; 2025Q1: 29,737 shares; 2025Q2: 27,139 shares; 2025Q3: 30,402 shares; 2025Q4: 27,250 shares 27,250 $2.85M 0.01% -3,152 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,210 shares; 2024Q4: 20,764 shares; 2025Q1: 20,862 shares; 2025Q2: 23,085 shares; 2025Q3: 21,742 shares; 2025Q4: 23,151 shares 23,151 $2.85M 0.01% +1,409 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 9,251 shares 9,251 $2.79M 0.01% 0 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,304 shares; 2025Q3: 27,304 shares; 2025Q4: 27,304 shares 27,304 $2.77M 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,703 shares; 2024Q4: 31,353 shares; 2025Q1: 31,353 shares; 2025Q2: 31,353 shares; 2025Q3: 31,345 shares; 2025Q4: 31,345 shares 31,345 $2.76M 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,940 shares; 2024Q4: 43,687 shares; 2025Q1: 38,588 shares; 2025Q2: 33,261 shares; 2025Q3: 29,641 shares; 2025Q4: 27,602 shares 27,602 $2.75M 0.01% -2,039 Timeline DSI 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: 28,409 shares; 2024Q4: 28,409 shares; 2025Q1: 27,096 shares; 2025Q2: 26,580 shares; 2025Q3: 21,586 shares; 2025Q4: 21,063 shares 21,063 $2.71M 0.01% -523 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,791 shares 55,791 $2.71M 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,544 shares; 2024Q4: 22,963 shares; 2025Q1: 20,378 shares; 2025Q2: 19,800 shares; 2025Q3: 16,723 shares; 2025Q4: 16,774 shares 16,774 $2.7M 0.01% +51 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: 8,529 shares; 2024Q4: 11,260 shares; 2025Q1: 12,498 shares; 2025Q2: 14,100 shares; 2025Q3: 15,096 shares; 2025Q4: 16,506 shares 16,506 $2.69M 0.01% +1,410 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 23,418 shares; 2025Q1: 21,268 shares; 2025Q2: 23,365 shares; 2025Q3: 23,378 shares; 2025Q4: 24,841 shares 24,841 $2.66M 0.01% +1,463 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,108 shares; 2024Q4: 104,856 shares; 2025Q1: 106,778 shares; 2025Q2: 107,918 shares; 2025Q3: 94,467 shares; 2025Q4: 103,229 shares 103,229 $2.64M 0.01% +8,762 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,781 shares; 2025Q1: 8,280 shares; 2025Q2: 9,459 shares; 2025Q3: 16,716 shares; 2025Q4: 15,166 shares 15,166 $2.64M 0.01% -1,550 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,273 shares; 2024Q4: 31,584 shares; 2025Q1: 28,738 shares; 2025Q2: 27,140 shares; 2025Q3: 25,022 shares; 2025Q4: 23,420 shares 23,420 $2.62M 0.01% -1,602 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: 19,370 shares; 2024Q4: 19,440 shares; 2025Q1: 16,880 shares; 2025Q2: 16,766 shares; 2025Q3: 15,519 shares; 2025Q4: 14,063 shares 14,063 $2.59M 0.01% -1,456 Timeline PWZ 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: 109,940 shares; 2024Q4: 117,990 shares; 2025Q1: 112,239 shares; 2025Q2: 117,570 shares; 2025Q3: 106,946 shares; 2025Q4: 107,379 shares 107,379 $2.59M 0.01% +433 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 11,100 shares; 2025Q1: 10,386 shares; 2025Q2: 12,615 shares; 2025Q3: 12,826 shares; 2025Q4: 14,236 shares 14,236 $2.59M 0.01% +1,410 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,314 shares; 2024Q4: 29,587 shares; 2025Q1: 30,054 shares; 2025Q2: 28,556 shares; 2025Q3: 27,537 shares; 2025Q4: 25,147 shares 25,147 $2.58M 0.01% -2,390 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,453 shares; 2024Q4: 15,729 shares; 2025Q1: 15,726 shares; 2025Q2: 16,219 shares; 2025Q3: 23,211 shares; 2025Q4: 26,996 shares 26,996 $2.57M 0.01% +3,785 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,531 shares; 2024Q4: 29,513 shares; 2025Q1: 28,517 shares; 2025Q2: 30,693 shares; 2025Q3: 20,282 shares; 2025Q4: 23,868 shares 23,868 $2.56M 0.01% +3,586 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,490 shares; 2024Q4: 66,497 shares; 2025Q1: 59,775 shares; 2025Q2: 58,324 shares; 2025Q3: 57,017 shares; 2025Q4: 50,211 shares 50,211 $2.55M 0.01% -6,806 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,548 shares; 2024Q4: 72,129 shares; 2025Q1: 72,923 shares; 2025Q2: 73,382 shares; 2025Q3: 49,095 shares; 2025Q4: 48,202 shares 48,202 $2.55M 0.01% -893 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,350 shares; 2024Q4: 33,986 shares; 2025Q1: 36,582 shares; 2025Q2: 36,569 shares; 2025Q3: 70,720 shares; 2025Q4: 69,699 shares 69,699 $2.55M 0.01% -1,021 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,918 shares; 2024Q4: 24,500 shares; 2025Q1: 22,963 shares; 2025Q2: 28,712 shares; 2025Q3: 28,637 shares; 2025Q4: 28,184 shares 28,184 $2.52M 0.01% -453 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: 20,596 shares; 2024Q4: 21,490 shares; 2025Q1: 19,962 shares; 2025Q2: 49,142 shares; 2025Q3: 53,704 shares; 2025Q4: 42,631 shares 42,631 $2.49M 0.01% -11,073 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 11,066 shares; 2025Q1: 10,695 shares; 2025Q2: 10,524 shares; 2025Q3: 10,322 shares; 2025Q4: 9,562 shares 9,562 $2.48M 0.01% -760 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: 5,081 shares; 2024Q4: 5,378 shares; 2025Q1: 5,392 shares; 2025Q2: 6,077 shares; 2025Q3: 6,625 shares; 2025Q4: 6,445 shares 6,445 $2.47M 0.01% -180 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,999 shares; 2024Q4: 25,849 shares; 2025Q1: 24,244 shares; 2025Q2: 21,037 shares; 2025Q3: 19,626 shares; 2025Q4: 23,355 shares 23,355 $2.46M 0.01% +3,729 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,809 shares; 2024Q4: 20,953 shares; 2025Q1: 17,217 shares; 2025Q2: 11,406 shares; 2025Q3: 9,780 shares; 2025Q4: 8,844 shares 8,844 $2.43M 0.01% -936 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: 111,263 shares; 2024Q4: 100,677 shares; 2025Q1: 115,320 shares; 2025Q2: 109,276 shares; 2025Q3: 132,985 shares; 2025Q4: 139,906 shares 139,906 $2.43M 0.01% +6,921 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,636 shares; 2024Q4: 58,908 shares; 2025Q1: 58,908 shares; 2025Q2: 96,393 shares; 2025Q3: 92,758 shares; 2025Q4: 91,991 shares 91,991 $2.41M 0.01% -767 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,221 shares; 2024Q4: 51,239 shares; 2025Q1: 50,608 shares; 2025Q2: 55,149 shares; 2025Q3: 54,199 shares; 2025Q4: 54,546 shares 54,546 $2.41M 0.01% +347 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,665 shares; 2025Q1: 7,274 shares; 2025Q2: 7,033 shares; 2025Q3: 7,304 shares; 2025Q4: 6,823 shares 6,823 $2.41M 0.01% -481 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,099 shares; 2025Q1: 5,103 shares; 2025Q2: 5,904 shares; 2025Q3: 5,871 shares; 2025Q4: 5,704 shares 5,704 $2.41M 0.01% -167 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 9,839 shares; 2025Q1: 6,918 shares; 2025Q2: 8,914 shares; 2025Q3: 8,838 shares; 2025Q4: 9,342 shares 9,342 $2.39M 0.01% +504 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 783 shares; 2025Q1: 871 shares; 2025Q2: 1,310 shares; 2025Q3: 1,336 shares; 2025Q4: 1,411 shares 1,411 $2.39M 0.01% +75 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: 15,970 shares; 2024Q4: 15,511 shares; 2025Q1: 15,381 shares; 2025Q2: 13,534 shares; 2025Q3: 14,294 shares; 2025Q4: 12,250 shares 12,250 $2.38M 0.01% -2,044 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,776 shares; 2024Q4: 85,069 shares; 2025Q1: 92,372 shares; 2025Q2: 96,529 shares; 2025Q3: 100,840 shares; 2025Q4: 114,577 shares 114,577 $2.38M 0.01% +13,737 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,586 shares; 2025Q2: 20,509 shares; 2025Q3: 11,956 shares; 2025Q4: 10,297 shares 10,297 $2.37M 0.01% -1,659 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: 43,209 shares; 2024Q4: 45,740 shares; 2025Q1: 43,409 shares; 2025Q2: 40,646 shares; 2025Q3: 42,824 shares; 2025Q4: 43,951 shares 43,951 $2.35M 0.01% +1,127 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,226 shares; 2025Q1: 6,583 shares; 2025Q2: 5,578 shares; 2025Q3: 4,954 shares; 2025Q4: 4,852 shares 4,852 $2.33M 0.01% -102 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,086 shares; 2025Q2: 68,686 shares; 2025Q3: 67,640 shares; 2025Q4: 69,697 shares 69,697 $2.32M 0.01% +2,057 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,566 shares; 2024Q4: 17,421 shares; 2025Q1: 16,733 shares; 2025Q2: 16,384 shares; 2025Q3: 16,106 shares; 2025Q4: 15,401 shares 15,401 $2.32M 0.01% -705 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,394 shares; 2024Q4: 44,820 shares; 2025Q1: 45,543 shares; 2025Q2: 43,468 shares; 2025Q3: 42,193 shares; 2025Q4: 40,800 shares 40,800 $2.3M 0.01% -1,393 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,844 shares; 2024Q4: 26,592 shares; 2025Q1: 29,827 shares; 2025Q2: 27,674 shares; 2025Q3: 25,252 shares; 2025Q4: 25,944 shares 25,944 $2.3M 0.01% +692 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,752 shares; 2024Q4: 27,104 shares; 2025Q1: 22,696 shares; 2025Q2: 24,149 shares; 2025Q3: 24,410 shares; 2025Q4: 50,564 shares 50,564 $2.29M 0.01% +26,154 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 12,438 shares; 2025Q1: 14,639 shares; 2025Q2: 14,076 shares; 2025Q3: 13,920 shares; 2025Q4: 14,187 shares 14,187 $2.28M 0.01% +267 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 18,156 shares; 2025Q1: 17,911 shares; 2025Q2: 16,726 shares; 2025Q3: 16,779 shares; 2025Q4: 15,316 shares 15,316 $2.28M 0.01% -1,463 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 23,299 shares; 2025Q1: 23,278 shares; 2025Q2: 22,754 shares; 2025Q3: 22,417 shares; 2025Q4: 21,686 shares 21,686 $2.28M 0.01% -731 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,498 shares; 2024Q4: 62,988 shares; 2025Q1: 58,486 shares; 2025Q2: 49,655 shares; 2025Q3: 44,549 shares; 2025Q4: 41,179 shares 41,179 $2.27M 0.01% -3,370 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,797 shares; 2024Q4: 24,894 shares; 2025Q1: 24,894 shares; 2025Q2: 25,457 shares; 2025Q3: 26,482 shares; 2025Q4: 26,482 shares 26,482 $2.27M 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 26,511 shares; 2025Q1: 126,309 shares; 2025Q2: 150,955 shares; 2025Q3: 157,911 shares; 2025Q4: 180,432 shares 180,432 $2.25M 0.01% +22,521 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,599 shares; 2025Q1: 5,421 shares; 2025Q2: 5,449 shares; 2025Q3: 5,544 shares; 2025Q4: 5,440 shares 5,440 $2.25M 0.01% -104 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,661 shares; 2024Q4: 38,585 shares; 2025Q1: 37,721 shares; 2025Q2: 37,157 shares; 2025Q3: 36,935 shares; 2025Q4: 33,379 shares 33,379 $2.24M 0.01% -3,556 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,849 shares; 2024Q4: 10,402 shares; 2025Q1: 10,582 shares; 2025Q2: 10,573 shares; 2025Q3: 10,663 shares; 2025Q4: 10,528 shares 10,528 $2.23M 0.01% -135 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 23,132 shares; 2025Q1: 24,640 shares; 2025Q2: 24,418 shares; 2025Q3: 22,025 shares; 2025Q4: 22,304 shares 22,304 $2.2M 0.01% +279 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,297 shares; 2024Q4: 29,551 shares; 2025Q1: 26,449 shares; 2025Q2: 27,572 shares; 2025Q3: 27,049 shares; 2025Q4: 28,039 shares 28,039 $2.18M 0.01% +990 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,605 shares; 2024Q4: 13,227 shares; 2025Q1: 13,551 shares; 2025Q2: 16,779 shares; 2025Q3: 18,109 shares; 2025Q4: 18,316 shares 18,316 $2.16M 0.01% +207 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,895 shares; 2024Q4: 18,908 shares; 2025Q1: 18,651 shares; 2025Q2: 17,323 shares; 2025Q3: 17,659 shares; 2025Q4: 19,545 shares 19,545 $2.14M 0.01% +1,886 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,537 shares; 2024Q4: 18,365 shares; 2025Q1: 17,011 shares; 2025Q2: 14,509 shares; 2025Q3: 14,466 shares; 2025Q4: 13,102 shares 13,102 $2.14M 0.01% -1,364 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,416 shares; 2025Q2: 12,024 shares; 2025Q3: 10,929 shares; 2025Q4: 10,838 shares 10,838 $2.14M 0.01% -91 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,225 shares; 2024Q4: 231,848 shares; 2025Q1: 236,878 shares; 2025Q2: 236,458 shares; 2025Q3: 196,731 shares; 2025Q4: 210,154 shares 210,154 $2.12M 0.01% +13,423 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: 21,907 shares; 2024Q4: 22,460 shares; 2025Q1: 30,666 shares; 2025Q2: 32,716 shares; 2025Q3: 33,072 shares; 2025Q4: 35,044 shares 35,044 $2.11M 0.01% +1,972 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,456 shares; 2024Q4: 13,573 shares; 2025Q1: 13,830 shares; 2025Q2: 14,076 shares; 2025Q3: 13,938 shares; 2025Q4: 8,644 shares 8,644 $2.1M 0.01% -5,294 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,786 shares; 2024Q4: 56,188 shares; 2025Q1: 61,964 shares; 2025Q2: 55,325 shares; 2025Q3: 56,523 shares; 2025Q4: 60,457 shares 60,457 $2.1M 0.01% +3,934 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: 17,628 shares; 2024Q4: 21,465 shares; 2025Q1: 21,987 shares; 2025Q2: 21,320 shares; 2025Q3: 21,152 shares; 2025Q4: 25,095 shares 25,095 $2.08M 0.01% +3,943 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,656 shares; 2024Q4: 18,408 shares; 2025Q1: 18,761 shares; 2025Q2: 18,629 shares; 2025Q3: 17,450 shares; 2025Q4: 20,578 shares 20,578 $2.08M 0.01% +3,128 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 33,402 shares; 2025Q1: 31,711 shares; 2025Q2: 29,874 shares; 2025Q3: 28,921 shares; 2025Q4: 17,259 shares 17,259 $2.08M 0.01% -11,662 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,483 shares; 2024Q4: 55,449 shares; 2025Q1: 56,128 shares; 2025Q2: 48,524 shares; 2025Q3: 60,644 shares; 2025Q4: 77,149 shares 77,149 $2.08M 0.01% +16,505 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,682 shares; 2024Q4: 9,021 shares; 2025Q1: 8,819 shares; 2025Q2: 8,739 shares; 2025Q3: 9,036 shares; 2025Q4: 9,103 shares 9,103 $2.05M 0.01% +67 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,680 shares; 2024Q4: 122,266 shares; 2025Q1: 125,563 shares; 2025Q2: 129,971 shares; 2025Q3: 134,459 shares; 2025Q4: 155,849 shares 155,849 $2.04M 0.01% +21,390 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 7,350 shares; 2025Q1: 10,957 shares; 2025Q2: 10,021 shares; 2025Q3: 9,078 shares; 2025Q4: 9,900 shares 9,900 $2.03M 0.01% +822 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 43,042 shares; 2025Q1: 55,785 shares; 2025Q2: 124,353 shares; 2025Q3: 133,215 shares; 2025Q4: 77,088 shares 77,088 $2.03M 0.01% -56,127 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 7,181 shares; 2025Q1: 7,788 shares; 2025Q2: 7,459 shares; 2025Q3: 7,536 shares; 2025Q4: 8,918 shares 8,918 $2.03M 0.01% +1,382 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,362 shares; 2024Q4: 34,137 shares; 2025Q1: 30,520 shares; 2025Q2: 26,365 shares; 2025Q3: 31,991 shares; 2025Q4: 31,022 shares 31,022 $2M 0.01% -969 Timeline ICLN 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: 172,099 shares; 2024Q4: 144,646 shares; 2025Q1: 121,666 shares; 2025Q2: 122,957 shares; 2025Q3: 122,266 shares; 2025Q4: 121,607 shares 121,607 $2M 0.01% -659 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,388 shares; 2024Q4: 79,682 shares; 2025Q1: 79,005 shares; 2025Q2: 71,941 shares; 2025Q3: 54,541 shares; 2025Q4: 54,448 shares 54,448 $1.98M 0.01% -93 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 19,301 shares; 2025Q1: 20,145 shares; 2025Q2: 26,265 shares; 2025Q3: 27,955 shares; 2025Q4: 33,377 shares 33,377 $1.96M 0.01% +5,422 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,645 shares; 2024Q4: 124,572 shares; 2025Q1: 137,039 shares; 2025Q2: 56,784 shares; 2025Q3: 18,893 shares; 2025Q4: 9,335 shares 9,335 $1.94M 0.01% -9,558 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,498 shares; 2024Q4: 934,490 shares; 2025Q1: 1,112,499 shares; 2025Q2: 497,597 shares; 2025Q3: 207,706 shares; 2025Q4: 120,494 shares 120,494 $1.94M 0.01% -87,212 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 9,756 shares; 2025Q1: 13,323 shares; 2025Q2: 13,030 shares; 2025Q3: 13,664 shares; 2025Q4: 14,242 shares 14,242 $1.94M 0.01% +578 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,402 shares; 2024Q4: 185,788 shares; 2025Q1: 80,353 shares; 2025Q2: 54,336 shares; 2025Q3: 38,083 shares; 2025Q4: 33,565 shares 33,565 $1.93M 0.01% -4,518 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,575 shares; 2025Q1: 3,726 shares; 2025Q2: 3,869 shares; 2025Q3: 4,141 shares; 2025Q4: 4,087 shares 4,087 $1.92M 0.01% -54 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,841 shares; 2025Q1: 4,318 shares; 2025Q2: 4,366 shares; 2025Q3: 4,977 shares; 2025Q4: 5,417 shares 5,417 $1.91M 0.01% +440 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 11,062 shares; 2025Q1: 11,387 shares; 2025Q2: 30,037 shares; 2025Q3: 30,522 shares; 2025Q4: 14,839 shares 14,839 $1.89M 0.01% -15,683 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 14,380 shares; 2025Q1: 16,176 shares; 2025Q2: 17,913 shares; 2025Q3: 18,332 shares; 2025Q4: 21,131 shares 21,131 $1.88M 0.01% +2,799 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: 25,090 shares; 2024Q4: 30,051 shares; 2025Q1: 28,021 shares; 2025Q2: 27,227 shares; 2025Q3: 25,243 shares; 2025Q4: 26,061 shares 26,061 $1.86M 0.01% +818 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,979 shares 94,979 $1.86M 0.01% new 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: 21,494 shares; 2024Q4: 21,480 shares; 2025Q1: 21,417 shares; 2025Q2: 21,387 shares; 2025Q3: 21,393 shares; 2025Q4: 21,498 shares 21,498 $1.86M 0.01% +105 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,283 shares; 2024Q4: 18,258 shares; 2025Q1: 17,483 shares; 2025Q2: 17,465 shares; 2025Q3: 17,851 shares; 2025Q4: 17,909 shares 17,909 $1.81M 0.01% +58 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,172 shares; 2024Q4: 11,248 shares; 2025Q1: 11,114 shares; 2025Q2: 10,964 shares; 2025Q3: 10,863 shares; 2025Q4: 10,853 shares 10,853 $1.74M 0.01% -10 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 9,174 shares; 2025Q1: 10,484 shares; 2025Q2: 9,588 shares; 2025Q3: 10,336 shares; 2025Q4: 10,363 shares 10,363 $1.74M 0.01% +27 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,941 shares; 2024Q4: 23,309 shares; 2025Q1: 17,909 shares; 2025Q2: 16,912 shares; 2025Q3: 16,816 shares; 2025Q4: 15,334 shares 15,334 $1.73M 0.01% -1,482 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,026 shares; 2025Q1: 6,354 shares; 2025Q2: 6,188 shares; 2025Q3: 6,155 shares; 2025Q4: 9,575 shares 9,575 $1.72M 0.01% +3,420 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 6,300 shares; 2025Q1: 5,287 shares; 2025Q2: 5,361 shares; 2025Q3: 5,403 shares; 2025Q4: 5,809 shares 5,809 $1.72M 0.01% +406 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: 10,036 shares; 2024Q4: 10,036 shares; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 10,040 shares; 2025Q4: 10,047 shares 10,047 $1.71M 0.01% +7 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,882 shares; 2024Q4: 8,837 shares; 2025Q1: 8,914 shares; 2025Q2: 8,437 shares; 2025Q3: 8,318 shares; 2025Q4: 8,166 shares 8,166 $1.71M 0.01% -152 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: 21,171 shares; 2024Q4: 23,323 shares; 2025Q1: 25,878 shares; 2025Q2: 23,888 shares; 2025Q3: 20,794 shares; 2025Q4: 22,183 shares 22,183 $1.7M 0.01% +1,389 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: 1,588 shares; 2024Q4: 1,975 shares; 2025Q1: 1,944 shares; 2025Q2: 1,634 shares; 2025Q3: 1,826 shares; 2025Q4: 2,098 shares 2,098 $1.7M 0.01% +272 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: 2,554 shares; 2024Q4: 2,755 shares; 2025Q1: 2,939 shares; 2025Q2: 2,936 shares; 2025Q3: 3,527 shares; 2025Q4: 3,627 shares 3,627 $1.69M 0.01% +100 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: 18,738 shares; 2024Q4: 21,824 shares; 2025Q1: 24,425 shares; 2025Q2: 24,569 shares; 2025Q3: 22,860 shares; 2025Q4: 22,941 shares 22,941 $1.69M 0.01% +81 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,867 shares 22,867 $1.68M 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,809 shares; 2024Q4: 25,918 shares; 2025Q1: 24,128 shares; 2025Q2: 23,837 shares; 2025Q3: 20,674 shares; 2025Q4: 18,705 shares 18,705 $1.66M 0.01% -1,969 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 13,852 shares; 2025Q1: 13,813 shares; 2025Q2: 14,382 shares; 2025Q3: 11,927 shares; 2025Q4: 11,945 shares 11,945 $1.65M 0.01% +18 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: 768 shares; 2024Q4: 721 shares; 2025Q1: 700 shares; 2025Q2: 692 shares; 2025Q3: 760 shares; 2025Q4: 765 shares 765 $1.64M 0.01% +5 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,649 shares; 2025Q1: 4,623 shares; 2025Q2: 4,715 shares; 2025Q3: 4,752 shares; 2025Q4: 5,231 shares 5,231 $1.62M 0.01% +479 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,211 shares; 2024Q4: 5,092 shares; 2025Q1: 4,994 shares; 2025Q2: 5,028 shares; 2025Q3: 4,969 shares; 2025Q4: 5,802 shares 5,802 $1.62M 0.01% +833 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,637 shares; 2025Q1: 2,598 shares; 2025Q2: 2,433 shares; 2025Q3: 2,739 shares; 2025Q4: 2,578 shares 2,578 $1.61M 0.01% -161 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,824 shares; 2025Q1: 1,718 shares; 2025Q2: 1,845 shares; 2025Q3: 1,749 shares; 2025Q4: 1,771 shares 1,771 $1.61M 0.01% +22 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: 5,102 shares; 2024Q4: 5,271 shares; 2025Q1: 5,175 shares; 2025Q2: 5,552 shares; 2025Q3: 5,678 shares; 2025Q4: 6,141 shares 6,141 $1.6M 0.01% +463 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,699 shares; 2025Q1: 1,672 shares; 2025Q2: 1,653 shares; 2025Q3: 2,221 shares; 2025Q4: 1,900 shares 1,900 $1.6M 0.01% -321 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,730 shares; 2024Q4: 24,024 shares; 2025Q1: 23,356 shares; 2025Q2: 22,144 shares; 2025Q3: 21,294 shares; 2025Q4: 21,294 shares 21,294 $1.57M 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,419 shares; 2024Q4: 126,935 shares; 2025Q1: 116,636 shares; 2025Q2: 132,738 shares; 2025Q3: 119,295 shares; 2025Q4: 64,559 shares 64,559 $1.57M 0.01% -54,736 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,337 shares; 2024Q4: 627,917 shares; 2025Q1: 214,341 shares; 2025Q2: 125,731 shares; 2025Q3: 65,463 shares; 2025Q4: 43,235 shares 43,235 $1.56M 0.01% -22,228 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,471 shares; 2024Q4: 24,958 shares; 2025Q1: 22,682 shares; 2025Q2: 23,943 shares; 2025Q3: 21,680 shares; 2025Q4: 22,458 shares 22,458 $1.56M 0.01% +778 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,364 shares; 2024Q4: 49,841 shares; 2025Q1: 58,674 shares; 2025Q2: 62,924 shares; 2025Q3: 64,669 shares; 2025Q4: 65,048 shares 65,048 $1.54M 0.01% +379 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,553 shares; 2024Q4: 471,028 shares; 2025Q1: 273,558 shares; 2025Q2: 193,627 shares; 2025Q3: 123,475 shares; 2025Q4: 95,501 shares 95,501 $1.53M 0.01% -27,974 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: 11,513 shares; 2024Q4: 19,383 shares; 2025Q1: 19,202 shares; 2025Q2: 29,332 shares; 2025Q3: 29,840 shares; 2025Q4: 30,870 shares 30,870 $1.53M 0.01% +1,030 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: 2,967 shares; 2024Q4: 4,028 shares; 2025Q1: 5,809 shares; 2025Q2: 5,750 shares; 2025Q3: 6,052 shares; 2025Q4: 5,918 shares 5,918 $1.53M 0.01% -134 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,311 shares; 2024Q4: 22,211 shares; 2025Q1: 21,061 shares; 2025Q2: 20,581 shares; 2025Q3: 20,581 shares; 2025Q4: 20,531 shares 20,531 $1.52M 0.01% -50 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,195 shares; 2025Q1: 4,438 shares; 2025Q2: 3,715 shares; 2025Q3: 3,106 shares; 2025Q4: 2,741 shares 2,741 $1.51M 0.01% -365 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,900 shares; 2025Q1: 5,947 shares; 2025Q2: 5,856 shares; 2025Q3: 5,306 shares; 2025Q4: 5,405 shares 5,405 $1.51M 0.01% +99 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,064 shares; 2024Q4: 16,943 shares; 2025Q1: 19,037 shares; 2025Q2: 18,850 shares; 2025Q3: 17,651 shares; 2025Q4: 17,212 shares 17,212 $1.5M 0.01% -439 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,647 shares; 2024Q4: 28,152 shares; 2025Q1: 32,818 shares; 2025Q2: 33,139 shares; 2025Q3: 35,212 shares; 2025Q4: 38,726 shares 38,726 $1.5M 0.01% +3,514 Timeline