IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,042,709 shares; 2024Q4: 14,214,365 shares; 2025Q1: 14,053,090 shares; 2025Q2: 14,151,324 shares; 2025Q3: 13,765,060 shares 13,765,060 $1.2B 4.04% -386,264 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828,962 shares; 2024Q4: 2,755,299 shares; 2025Q1: 2,532,849 shares; 2025Q2: 2,560,776 shares; 2025Q3: 2,529,809 shares 2,529,809 $1.18B 3.98% -30,967 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546,502 shares; 2024Q4: 5,536,580 shares; 2025Q1: 5,147,202 shares; 2025Q2: 4,901,724 shares; 2025Q3: 4,646,711 shares 4,646,711 $1.18B 3.98% -255,013 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108,511 shares; 2024Q4: 3,083,704 shares; 2025Q1: 2,811,818 shares; 2025Q2: 2,923,970 shares; 2025Q3: 2,833,777 shares 2,833,777 $1.04B 3.48% -90,193 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391,500 shares; 2024Q4: 2,363,269 shares; 2025Q1: 2,193,682 shares; 2025Q2: 2,106,815 shares; 2025Q3: 1,966,750 shares 1,966,750 $1.02B 3.43% -140,065 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415,334 shares; 2024Q4: 1,353,402 shares; 2025Q1: 1,364,549 shares; 2025Q2: 1,326,911 shares; 2025Q3: 1,298,278 shares 1,298,278 $869M 2.92% -28,633 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547,779 shares; 2024Q4: 3,720,837 shares; 2025Q1: 3,804,155 shares; 2025Q2: 3,931,029 shares; 2025Q3: 3,752,351 shares 3,752,351 $764M 2.57% -178,678 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858,775 shares; 2024Q4: 3,867,334 shares; 2025Q1: 3,692,031 shares; 2025Q2: 3,664,654 shares; 2025Q3: 3,331,994 shares 3,331,994 $622M 2.09% -332,660 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050,192 shares; 2024Q4: 3,805,400 shares; 2025Q1: 3,351,948 shares; 2025Q2: 3,315,645 shares; 2025Q3: 3,180,978 shares 3,180,978 $619M 2.08% -134,667 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,981,849 shares; 2024Q4: 10,985,090 shares; 2025Q1: 9,869,201 shares; 2025Q2: 9,836,743 shares; 2025Q3: 9,193,276 shares 9,193,276 $606M 2.04% -643,467 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073,655 shares; 2024Q4: 2,050,096 shares; 2025Q1: 1,929,825 shares; 2025Q2: 1,851,758 shares; 2025Q3: 1,780,620 shares 1,780,620 $562M 1.89% -71,138 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036,807 shares; 2024Q4: 2,775,011 shares; 2025Q1: 2,357,060 shares; 2025Q2: 2,353,290 shares; 2025Q3: 2,255,781 shares 2,255,781 $546M 1.84% -97,509 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826,618 shares; 2024Q4: 1,808,093 shares; 2025Q1: 1,730,091 shares; 2025Q2: 1,706,662 shares; 2025Q3: 1,543,315 shares 1,543,315 $509M 1.71% -163,347 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667,296 shares; 2024Q4: 4,630,622 shares; 2025Q1: 4,509,559 shares; 2025Q2: 4,250,432 shares; 2025Q3: 4,116,504 shares 4,116,504 $497M 1.67% -133,928 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318,408 shares; 2024Q4: 2,305,667 shares; 2025Q1: 2,186,880 shares; 2025Q2: 2,098,491 shares; 2025Q3: 2,010,354 shares 2,010,354 $490M 1.65% -88,137 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420,354 shares; 2024Q4: 2,498,517 shares; 2025Q1: 2,295,071 shares; 2025Q2: 2,165,153 shares; 2025Q3: 1,997,860 shares 1,997,860 $439M 1.48% -167,293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,799 shares; 2024Q4: 534,193 shares; 2025Q1: 529,998 shares; 2025Q2: 558,566 shares; 2025Q3: 547,809 shares 547,809 $365M 1.23% -10,757 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965,058 shares; 2024Q4: 6,030,601 shares; 2025Q1: 6,022,792 shares; 2025Q2: 5,785,694 shares; 2025Q3: 5,629,496 shares 5,629,496 $337M 1.13% -156,198 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837,835 shares; 2024Q4: 1,709,339 shares; 2025Q1: 1,654,334 shares; 2025Q2: 1,651,181 shares; 2025Q3: 1,588,183 shares 1,588,183 $294M 0.99% -62,998 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,407 shares; 2024Q4: 462,417 shares; 2025Q1: 451,144 shares; 2025Q2: 479,022 shares; 2025Q3: 480,452 shares 480,452 $294M 0.99% +1,430 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697,340 shares; 2024Q4: 1,489,161 shares; 2025Q1: 1,487,373 shares; 2025Q2: 1,486,878 shares; 2025Q3: 1,486,712 shares 1,486,712 $294M 0.99% -166 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040,247 shares; 2024Q4: 3,216,078 shares; 2025Q1: 3,395,931 shares; 2025Q2: 3,467,056 shares; 2025Q3: 3,808,996 shares 3,808,996 $283M 0.95% +341,940 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,872 shares; 2024Q4: 528,288 shares; 2025Q1: 470,288 shares; 2025Q2: 409,859 shares; 2025Q3: 383,798 shares 383,798 $282M 0.95% -26,061 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,271 shares; 2025Q1: 4,916,092 shares; 2025Q2: 5,689,431 shares; 2025Q3: 5,824,182 shares 5,824,182 $244M 0.82% +134,751 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938,185 shares; 2024Q4: 942,808 shares; 2025Q1: 909,165 shares; 2025Q2: 872,967 shares; 2025Q3: 865,010 shares 865,010 $243M 0.82% -7,957 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,952 shares; 2024Q4: 632,820 shares; 2025Q1: 610,930 shares; 2025Q2: 598,258 shares; 2025Q3: 580,956 shares 580,956 $235M 0.79% -17,302 Timeline JMTG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,568,517 shares 4,568,517 $233M 0.78% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115,331 shares; 2024Q4: 1,122,899 shares; 2025Q1: 1,080,483 shares; 2025Q2: 1,070,547 shares; 2025Q3: 951,609 shares 951,609 $231M 0.78% -118,938 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,317 shares; 2024Q4: 977,395 shares; 2025Q1: 942,310 shares; 2025Q2: 922,338 shares; 2025Q3: 955,609 shares 955,609 $221M 0.74% +33,271 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,429 shares; 2024Q4: 430,401 shares; 2025Q1: 409,849 shares; 2025Q2: 405,689 shares; 2025Q3: 387,787 shares 387,787 $221M 0.74% -17,902 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012,472 shares; 2024Q4: 1,984,682 shares; 2025Q1: 1,863,199 shares; 2025Q2: 1,781,387 shares; 2025Q3: 1,808,590 shares 1,808,590 $204M 0.69% +27,203 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,940 shares; 2024Q4: 1,512,795 shares; 2025Q1: 1,420,537 shares; 2025Q2: 1,339,519 shares; 2025Q3: 1,268,758 shares 1,268,758 $195M 0.66% -70,761 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,911,421 shares; 2024Q4: 3,154,820 shares; 2025Q1: 3,240,447 shares; 2025Q2: 3,162,507 shares; 2025Q3: 3,304,516 shares 3,304,516 $194M 0.65% +142,009 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,822 shares; 2024Q4: 260,824 shares; 2025Q1: 246,654 shares; 2025Q2: 253,965 shares; 2025Q3: 244,152 shares 244,152 $186M 0.63% -9,813 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,633 shares; 2024Q4: 222,944 shares; 2025Q1: 207,048 shares; 2025Q2: 203,946 shares; 2025Q3: 194,745 shares 194,745 $180M 0.61% -9,201 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154,299 shares; 2024Q4: 1,045,357 shares; 2025Q1: 1,049,237 shares; 2025Q2: 1,012,549 shares; 2025Q3: 994,564 shares 994,564 $176M 0.59% -17,985 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,920 shares; 2024Q4: 957,583 shares; 2025Q1: 930,804 shares; 2025Q2: 864,195 shares; 2025Q3: 848,999 shares 848,999 $175M 0.59% -15,196 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,421 shares; 2025Q1: 156,116 shares; 2025Q2: 154,891 shares; 2025Q3: 147,803 shares 147,803 $172M 0.58% -7,088 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853,418 shares; 2024Q4: 2,818,869 shares; 2025Q1: 2,686,260 shares; 2025Q2: 2,660,825 shares; 2025Q3: 2,507,166 shares 2,507,166 $172M 0.58% -153,659 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486,840 shares; 2024Q4: 3,628,125 shares; 2025Q1: 3,492,101 shares; 2025Q2: 3,420,879 shares; 2025Q3: 3,218,606 shares 3,218,606 $166M 0.56% -202,273 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001,019 shares; 2024Q4: 2,073,154 shares; 2025Q1: 2,009,978 shares; 2025Q2: 1,991,117 shares; 2025Q3: 1,627,985 shares 1,627,985 $152M 0.51% -363,132 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216,128 shares; 2024Q4: 1,190,862 shares; 2025Q1: 1,125,368 shares; 2025Q2: 1,087,183 shares; 2025Q3: 1,056,567 shares 1,056,567 $148M 0.5% -30,616 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066,678 shares; 2024Q4: 1,054,788 shares; 2025Q1: 1,013,925 shares; 2025Q2: 984,545 shares; 2025Q3: 947,607 shares 947,607 $147M 0.49% -36,938 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,442 shares; 2024Q4: 356,388 shares; 2025Q1: 327,854 shares; 2025Q2: 331,039 shares; 2025Q3: 310,317 shares 310,317 $138M 0.46% -20,722 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705,788 shares; 2024Q4: 2,693,368 shares; 2025Q1: 2,641,863 shares; 2025Q2: 2,584,050 shares; 2025Q3: 2,511,078 shares 2,511,078 $136M 0.46% -72,972 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,947 shares; 2024Q4: 903,544 shares; 2025Q1: 883,601 shares; 2025Q2: 849,975 shares; 2025Q3: 806,050 shares 806,050 $134M 0.45% -43,925 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,860 shares; 2024Q4: not reported; 2025Q1: 296,904 shares; 2025Q2: 292,106 shares; 2025Q3: 261,099 shares 261,099 $131M 0.44% -31,007 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077,000 shares; 2024Q4: 2,052,722 shares; 2025Q1: 1,973,023 shares; 2025Q2: 1,943,148 shares; 2025Q3: 1,905,854 shares 1,905,854 $129M 0.43% -37,294 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,503 shares; 2024Q4: 1,724,523 shares; 2025Q1: 1,671,112 shares; 2025Q2: 1,663,459 shares; 2025Q3: 1,650,475 shares 1,650,475 $129M 0.43% -12,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204,554 shares; 2024Q4: 2,147,813 shares; 2025Q1: 1,997,919 shares; 2025Q2: 1,610,987 shares; 2025Q3: 1,498,837 shares 1,498,837 $126M 0.42% -112,150 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,699 shares; 2024Q4: 848,958 shares; 2025Q1: 814,633 shares; 2025Q2: 817,487 shares; 2025Q3: 772,076 shares 772,076 $123M 0.41% -45,411 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961,328 shares; 2024Q4: 4,481,366 shares; 2025Q1: 4,917,036 shares; 2025Q2: 4,912,571 shares; 2025Q3: 4,791,133 shares 4,791,133 $122M 0.41% -121,438 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,523 shares; 2024Q4: 1,141,600 shares; 2025Q1: 1,136,002 shares; 2025Q2: 1,044,957 shares; 2025Q3: 992,167 shares 992,167 $118M 0.4% -52,790 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,493 shares; 2024Q4: 978,067 shares; 2025Q1: 918,225 shares; 2025Q2: 883,084 shares; 2025Q3: 850,280 shares 850,280 $114M 0.38% -32,804 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,822 shares; 2024Q4: 420,058 shares; 2025Q1: 392,561 shares; 2025Q2: 366,505 shares; 2025Q3: 354,920 shares 354,920 $114M 0.38% -11,585 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,758 shares; 2024Q4: 443,006 shares; 2025Q1: 425,250 shares; 2025Q2: 422,817 shares; 2025Q3: 400,863 shares 400,863 $113M 0.38% -21,954 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,446 shares; 2024Q4: 532,754 shares; 2025Q1: 478,217 shares; 2025Q2: 417,709 shares; 2025Q3: 471,084 shares 471,084 $111M 0.37% +53,375 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,701 shares; 2024Q4: 165,965 shares; 2025Q1: 161,206 shares; 2025Q2: 149,059 shares; 2025Q3: 139,421 shares 139,421 $104M 0.35% -9,638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,054 shares; 2024Q4: 432,912 shares; 2025Q1: 404,741 shares; 2025Q2: 421,252 shares; 2025Q3: 421,444 shares 421,444 $104M 0.35% +192 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,747 shares; 2024Q4: 1,212,263 shares; 2025Q1: 1,173,709 shares; 2025Q2: 1,055,591 shares; 2025Q3: 1,027,475 shares 1,027,475 $97.2M 0.33% -28,116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743,097 shares; 2024Q4: 734,248 shares; 2025Q1: 705,317 shares; 2025Q2: 678,681 shares; 2025Q3: 598,222 shares 598,222 $97M 0.33% -80,459 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,221 shares; 2024Q4: 209,683 shares; 2025Q1: 202,175 shares; 2025Q2: 209,922 shares; 2025Q3: 200,328 shares 200,328 $95.6M 0.32% -9,594 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,610 shares; 2024Q4: 366,336 shares; 2025Q1: 348,475 shares; 2025Q2: 331,381 shares; 2025Q3: 320,726 shares 320,726 $94.1M 0.32% -10,655 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381,503 shares; 2024Q4: 1,558,050 shares; 2025Q1: 1,604,635 shares; 2025Q2: 1,573,707 shares; 2025Q3: 1,441,736 shares 1,441,736 $94.1M 0.32% -131,971 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,909 shares; 2024Q4: 317,486 shares; 2025Q1: 311,387 shares; 2025Q2: 302,019 shares; 2025Q3: 272,918 shares 272,918 $93.2M 0.31% -29,101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,714 shares; 2024Q4: 245,699 shares; 2025Q1: 253,257 shares; 2025Q2: 319,890 shares; 2025Q3: 331,320 shares 331,320 $92.5M 0.31% +11,430 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,513 shares; 2024Q4: 354,978 shares; 2025Q1: 333,104 shares; 2025Q2: 319,078 shares; 2025Q3: 303,865 shares 303,865 $92.3M 0.31% -15,213 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,721 shares; 2024Q4: 360,435 shares; 2025Q1: 360,634 shares; 2025Q2: 351,556 shares; 2025Q3: 338,086 shares 338,086 $92.2M 0.31% -13,470 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603,448 shares; 2024Q4: 2,578,657 shares; 2025Q1: 1,454,948 shares; 2025Q2: 1,417,626 shares; 2025Q3: 1,326,086 shares 1,326,086 $89.9M 0.3% -91,540 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,590 shares; 2024Q4: 225,622 shares; 2025Q1: 213,865 shares; 2025Q2: 283,249 shares; 2025Q3: 260,100 shares 260,100 $89.8M 0.3% -23,149 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,791 shares; 2024Q4: 235,050 shares; 2025Q1: 192,941 shares; 2025Q2: 191,594 shares; 2025Q3: 179,653 shares 179,653 $89.7M 0.3% -11,941 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,351 shares; 2024Q4: 594,990 shares; 2025Q1: 570,682 shares; 2025Q2: 555,191 shares; 2025Q3: 528,924 shares 528,924 $88.5M 0.3% -26,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,326 shares; 2024Q4: 912,941 shares; 2025Q1: 841,461 shares; 2025Q2: 822,127 shares; 2025Q3: 772,377 shares 772,377 $88.4M 0.3% -49,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937,635 shares; 2024Q4: 927,213 shares; 2025Q1: 857,045 shares; 2025Q2: 851,184 shares; 2025Q3: 791,908 shares 791,908 $87.1M 0.29% -59,276 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,191 shares; 2024Q4: 722,485 shares; 2025Q1: 729,416 shares; 2025Q2: 742,387 shares; 2025Q3: 702,611 shares 702,611 $86M 0.29% -39,776 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,497 shares; 2024Q4: 495,675 shares; 2025Q1: 459,054 shares; 2025Q2: 446,321 shares; 2025Q3: 432,783 shares 432,783 $85.8M 0.29% -13,538 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,160 shares; 2024Q4: 137,576 shares; 2025Q1: 143,652 shares; 2025Q2: 138,319 shares; 2025Q3: 141,205 shares 141,205 $84.8M 0.29% +2,886 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,352 shares; 2024Q4: 1,430,807 shares; 2025Q1: 1,357,414 shares; 2025Q2: 1,318,677 shares; 2025Q3: 1,227,126 shares 1,227,126 $81.4M 0.27% -91,551 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,105 shares; 2024Q4: 281,072 shares; 2025Q1: 280,465 shares; 2025Q2: 311,926 shares; 2025Q3: 314,766 shares 314,766 $80M 0.27% +2,840 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,108 shares; 2024Q4: 468,485 shares; 2025Q1: 446,620 shares; 2025Q2: 419,261 shares; 2025Q3: 550,176 shares 550,176 $77.9M 0.26% +130,915 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,669 shares; 2024Q4: 694,501 shares; 2025Q1: 661,727 shares; 2025Q2: 694,026 shares; 2025Q3: 667,178 shares 667,178 $75.1M 0.25% -26,848 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032,082 shares; 2024Q4: 1,045,902 shares; 2025Q1: 1,039,265 shares; 2025Q2: 1,019,547 shares; 2025Q3: 978,843 shares 978,843 $73.9M 0.25% -40,704 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,532 shares; 2024Q4: 332,145 shares; 2025Q1: 310,484 shares; 2025Q2: 305,103 shares; 2025Q3: 285,421 shares 285,421 $71.7M 0.24% -19,682 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,136 shares; 2024Q4: 525,415 shares; 2025Q1: 516,050 shares; 2025Q2: 503,649 shares; 2025Q3: 522,356 shares 522,356 $70.9M 0.24% +18,707 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,596 shares; 2024Q4: 705,145 shares; 2025Q1: 655,694 shares; 2025Q2: 618,385 shares; 2025Q3: 606,785 shares 606,785 $69.1M 0.23% -11,600 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,449 shares; 2024Q4: 928,084 shares; 2025Q1: 897,930 shares; 2025Q2: 880,514 shares; 2025Q3: 826,641 shares 826,641 $68.3M 0.23% -53,873 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,317 shares; 2024Q4: 521,390 shares; 2025Q1: 507,283 shares; 2025Q2: 493,201 shares; 2025Q3: 484,620 shares 484,620 $65.9M 0.22% -8,581 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,325 shares; 2024Q4: 161,205 shares; 2025Q1: 148,888 shares; 2025Q2: 150,084 shares; 2025Q3: 143,462 shares 143,462 $65.6M 0.22% -6,622 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,395 shares; 2024Q4: 1,216,170 shares; 2025Q1: 652,019 shares; 2025Q2: 595,125 shares; 2025Q3: 586,651 shares 586,651 $64.9M 0.22% -8,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,874 shares; 2024Q4: 523,600 shares; 2025Q1: 480,574 shares; 2025Q2: 466,528 shares; 2025Q3: 437,622 shares 437,622 $63.3M 0.21% -28,906 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,852 shares; 2024Q4: 718,531 shares; 2025Q1: 680,087 shares; 2025Q2: 656,728 shares; 2025Q3: 598,082 shares 598,082 $61.6M 0.21% -58,646 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890,051 shares; 2024Q4: 2,496,821 shares; 2025Q1: 2,528,356 shares; 2025Q2: 2,568,968 shares; 2025Q3: 2,355,610 shares 2,355,610 $60M 0.2% -213,358 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,102 shares; 2024Q4: 791,610 shares; 2025Q1: 781,402 shares; 2025Q2: 773,766 shares; 2025Q3: 719,588 shares 719,588 $59.3M 0.2% -54,178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,274 shares; 2024Q4: 593,504 shares; 2025Q1: 553,915 shares; 2025Q2: 546,464 shares; 2025Q3: 526,043 shares 526,043 $59M 0.2% -20,421 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,967 shares; 2024Q4: 518,289 shares; 2025Q1: 490,211 shares; 2025Q2: 460,506 shares; 2025Q3: 448,956 shares 448,956 $58.9M 0.2% -11,550 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,583 shares; 2024Q4: 644,489 shares; 2025Q1: 664,458 shares; 2025Q2: 707,667 shares; 2025Q3: 706,195 shares 706,195 $58.6M 0.2% -1,472 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,795 shares; 2024Q4: 204,025 shares; 2025Q1: 190,501 shares; 2025Q2: 204,081 shares; 2025Q3: 194,450 shares 194,450 $58.5M 0.2% -9,631 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 12,519 shares; 2025Q1: 11,387 shares; 2025Q2: 11,306 shares; 2025Q3: 10,821 shares 10,821 $58.4M 0.2% -485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,655 shares; 2024Q4: 275,854 shares; 2025Q1: 297,069 shares; 2025Q2: 301,395 shares; 2025Q3: 312,819 shares 312,819 $58.3M 0.2% +11,424 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,488 shares; 2024Q4: 310,539 shares; 2025Q1: 289,389 shares; 2025Q2: 295,042 shares; 2025Q3: 283,863 shares 283,863 $58.1M 0.2% -11,179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,463 shares; 2024Q4: 373,338 shares; 2025Q1: 356,155 shares; 2025Q2: 352,928 shares; 2025Q3: 339,871 shares 339,871 $57.9M 0.19% -13,057 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,382 shares; 2024Q4: 1,311,341 shares; 2025Q1: 1,420,730 shares; 2025Q2: 1,404,433 shares; 2025Q3: 1,278,055 shares 1,278,055 $56.2M 0.19% -126,378 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,691 shares; 2024Q4: 550,996 shares; 2025Q1: 608,635 shares; 2025Q2: 558,748 shares; 2025Q3: 554,316 shares 554,316 $55.6M 0.19% -4,432 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,613 shares; 2024Q4: 183,748 shares; 2025Q1: 171,115 shares; 2025Q2: 164,088 shares; 2025Q3: 159,351 shares 159,351 $55.2M 0.19% -4,737 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,380 shares; 2024Q4: 240,673 shares; 2025Q1: 239,393 shares; 2025Q2: 235,631 shares; 2025Q3: 223,347 shares 223,347 $55.1M 0.19% -12,284 Timeline JPLD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 855,538 shares; 2025Q1: 1,002,881 shares; 2025Q2: 972,751 shares; 2025Q3: 1,016,260 shares 1,016,260 $53.3M 0.18% +43,509 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,805 shares; 2024Q4: 109,882 shares; 2025Q1: 113,056 shares; 2025Q2: 99,497 shares; 2025Q3: 109,338 shares 109,338 $52.4M 0.18% +9,841 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156,777 shares; 2024Q4: 1,108,240 shares; 2025Q1: 1,298,264 shares; 2025Q2: 1,257,737 shares; 2025Q3: 1,311,292 shares 1,311,292 $52.2M 0.18% +53,555 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,950 shares; 2024Q4: 174,598 shares; 2025Q1: 169,211 shares; 2025Q2: 164,364 shares; 2025Q3: 157,104 shares 157,104 $52.2M 0.18% -7,260 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,507 shares; 2024Q4: 534,326 shares; 2025Q1: 532,277 shares; 2025Q2: 530,265 shares; 2025Q3: 548,319 shares 548,319 $51M 0.17% +18,054 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,210 shares; 2024Q4: 292,815 shares; 2025Q1: 250,073 shares; 2025Q2: 249,180 shares; 2025Q3: 232,979 shares 232,979 $49M 0.16% -16,201 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,236 shares; 2024Q4: 306,473 shares; 2025Q1: 292,841 shares; 2025Q2: 231,486 shares; 2025Q3: 170,870 shares 170,870 $48.2M 0.16% -60,616 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712,161 shares; 2024Q4: 729,316 shares; 2025Q1: 712,774 shares; 2025Q2: 504,487 shares; 2025Q3: 483,913 shares 483,913 $47.7M 0.16% -20,574 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,742 shares; 2024Q4: 423,071 shares; 2025Q1: 398,929 shares; 2025Q2: 517,672 shares; 2025Q3: 519,886 shares 519,886 $46.6M 0.16% +2,214 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,347 shares; 2024Q4: 110,969 shares; 2025Q1: 104,678 shares; 2025Q2: 99,360 shares; 2025Q3: 94,571 shares 94,571 $45.9M 0.15% -4,789 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,962 shares; 2024Q4: 535,760 shares; 2025Q1: 507,027 shares; 2025Q2: 528,620 shares; 2025Q3: 477,321 shares 477,321 $45.5M 0.15% -51,299 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,839 shares; 2024Q4: 335,736 shares; 2025Q1: 328,356 shares; 2025Q2: 318,390 shares; 2025Q3: 314,036 shares 314,036 $44.7M 0.15% -4,354 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,099 shares; 2024Q4: 266,855 shares; 2025Q1: 255,126 shares; 2025Q2: 240,706 shares; 2025Q3: 242,571 shares 242,571 $44.6M 0.15% +1,865 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015,749 shares; 2024Q4: 722,745 shares; 2025Q1: 555,779 shares; 2025Q2: 450,119 shares; 2025Q3: 355,487 shares 355,487 $44.5M 0.15% -94,632 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,069 shares; 2024Q4: 149,786 shares; 2025Q1: 173,625 shares; 2025Q2: 174,237 shares; 2025Q3: 163,020 shares 163,020 $44M 0.15% -11,217 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,150 shares; 2024Q4: 612,030 shares; 2025Q1: 589,788 shares; 2025Q2: 557,176 shares; 2025Q3: 513,492 shares 513,492 $43.4M 0.15% -43,684 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,897 shares; 2024Q4: 267,361 shares; 2025Q1: 253,980 shares; 2025Q2: 251,725 shares; 2025Q3: 223,701 shares 223,701 $43.2M 0.15% -28,024 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,292 shares; 2024Q4: 354,812 shares; 2025Q1: 336,319 shares; 2025Q2: 369,776 shares; 2025Q3: 346,900 shares 346,900 $42.9M 0.14% -22,876 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,275 shares; 2024Q4: 827,918 shares; 2025Q1: 846,716 shares; 2025Q2: 822,178 shares; 2025Q3: 793,011 shares 793,011 $42.3M 0.14% -29,167 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,779 shares; 2024Q4: 323,557 shares; 2025Q1: 311,652 shares; 2025Q2: 305,503 shares; 2025Q3: 298,678 shares 298,678 $42.1M 0.14% -6,825 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,701 shares; 2024Q4: 147,309 shares; 2025Q1: 144,335 shares; 2025Q2: 143,827 shares; 2025Q3: 139,069 shares 139,069 $41.8M 0.14% -4,758 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,633 shares; 2024Q4: 506,678 shares; 2025Q1: 484,698 shares; 2025Q2: 451,557 shares; 2025Q3: 431,206 shares 431,206 $41.6M 0.14% -20,351 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,946 shares; 2024Q4: 42,254 shares; 2025Q1: 41,901 shares; 2025Q2: 40,915 shares; 2025Q3: 34,335 shares 34,335 $41.2M 0.14% -6,580 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,698 shares; 2024Q4: 1,051,784 shares; 2025Q1: 1,048,903 shares; 2025Q2: 1,030,911 shares; 2025Q3: 966,347 shares 966,347 $41M 0.14% -64,564 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,526 shares; 2024Q4: 205,815 shares; 2025Q1: 196,808 shares; 2025Q2: 193,880 shares; 2025Q3: 183,400 shares 183,400 $40.5M 0.14% -10,480 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,110 shares; 2024Q4: 267,341 shares; 2025Q1: 237,588 shares; 2025Q2: 276,551 shares; 2025Q3: 207,878 shares 207,878 $40M 0.13% -68,673 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,379 shares; 2024Q4: 103,708 shares; 2025Q1: 98,824 shares; 2025Q2: 97,697 shares; 2025Q3: 94,003 shares 94,003 $39.7M 0.13% -3,694 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,823 shares; 2024Q4: 761,525 shares; 2025Q1: 761,250 shares; 2025Q2: 764,792 shares; 2025Q3: 787,249 shares 787,249 $39.4M 0.13% +22,457 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,032 shares; 2024Q4: 273,195 shares; 2025Q1: 269,406 shares; 2025Q2: 265,978 shares; 2025Q3: 252,834 shares 252,834 $39.2M 0.13% -13,144 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,104 shares; 2024Q4: 152,765 shares; 2025Q1: 374,161 shares; 2025Q2: 426,163 shares; 2025Q3: 399,688 shares 399,688 $39.2M 0.13% -26,475 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,023 shares; 2024Q4: 707,490 shares; 2025Q1: 720,353 shares; 2025Q2: 696,903 shares; 2025Q3: 804,167 shares 804,167 $38.6M 0.13% +107,264 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,836 shares; 2024Q4: 417,390 shares; 2025Q1: 424,756 shares; 2025Q2: 401,571 shares; 2025Q3: 407,623 shares 407,623 $37.3M 0.13% +6,052 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,343 shares; 2024Q4: 91,560 shares; 2025Q1: 90,991 shares; 2025Q2: 91,684 shares; 2025Q3: 104,751 shares 104,751 $37.2M 0.13% +13,067 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,617 shares; 2024Q4: 69,396 shares; 2025Q1: 113,475 shares; 2025Q2: 111,681 shares; 2025Q3: 112,770 shares 112,770 $37M 0.12% +1,089 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,198 shares; 2024Q4: 151,083 shares; 2025Q1: 132,963 shares; 2025Q2: 121,310 shares; 2025Q3: 104,397 shares 104,397 $36.8M 0.12% -16,913 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207,541 shares; 2024Q4: 1,067,927 shares; 2025Q1: 1,081,350 shares; 2025Q2: 1,071,307 shares; 2025Q3: 1,085,037 shares 1,085,037 $36.5M 0.12% +13,730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,903 shares; 2024Q4: 219,418 shares; 2025Q1: 206,467 shares; 2025Q2: 197,053 shares; 2025Q3: 179,227 shares 179,227 $36M 0.12% -17,826 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,441 shares; 2024Q4: 362,356 shares; 2025Q1: 353,901 shares; 2025Q2: 307,655 shares; 2025Q3: 273,782 shares 273,782 $35.9M 0.12% -33,873 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,576 shares; 2024Q4: 35,857 shares; 2025Q1: 36,631 shares; 2025Q2: 39,938 shares; 2025Q3: 38,375 shares 38,375 $35.3M 0.12% -1,563 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,518 shares; 2024Q4: 654,910 shares; 2025Q1: 648,601 shares; 2025Q2: 634,266 shares; 2025Q3: 588,657 shares 588,657 $34.9M 0.12% -45,609 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,314 shares; 2024Q4: 192,452 shares; 2025Q1: 175,840 shares; 2025Q2: 159,684 shares; 2025Q3: 146,083 shares 146,083 $34.6M 0.12% -13,601 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,078 shares; 2024Q4: 178,334 shares; 2025Q1: 171,352 shares; 2025Q2: 166,446 shares; 2025Q3: 159,705 shares 159,705 $34.5M 0.12% -6,741 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,347 shares; 2024Q4: 884,513 shares; 2025Q1: 836,263 shares; 2025Q2: 812,675 shares; 2025Q3: 763,376 shares 763,376 $34.4M 0.12% -49,299 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,738 shares; 2024Q4: 597,280 shares; 2025Q1: 566,786 shares; 2025Q2: 532,769 shares; 2025Q3: 517,286 shares 517,286 $34.2M 0.11% -15,483 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,830 shares; 2024Q4: 234,828 shares; 2025Q1: 234,371 shares; 2025Q2: 232,769 shares; 2025Q3: 237,649 shares 237,649 $33.8M 0.11% +4,880 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,043 shares; 2024Q4: 201,305 shares; 2025Q1: 182,850 shares; 2025Q2: 191,386 shares; 2025Q3: 173,861 shares 173,861 $31.7M 0.11% -17,525 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,344 shares; 2024Q4: 1,158,848 shares; 2025Q1: 1,225,665 shares; 2025Q2: 710,091 shares; 2025Q3: 655,677 shares 655,677 $31.7M 0.11% -54,414 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,635 shares; 2024Q4: 283,670 shares; 2025Q1: 252,414 shares; 2025Q2: 236,648 shares; 2025Q3: 216,537 shares 216,537 $31.7M 0.11% -20,111 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,785 shares; 2024Q4: 53,952 shares; 2025Q1: 51,761 shares; 2025Q2: 51,612 shares; 2025Q3: 45,248 shares 45,248 $30.9M 0.1% -6,364 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,500 shares; 2024Q4: 669,496 shares; 2025Q1: 662,660 shares; 2025Q2: 695,811 shares; 2025Q3: 705,352 shares 705,352 $30.6M 0.1% +9,541 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,689 shares; 2024Q4: 666,441 shares; 2025Q1: 656,329 shares; 2025Q2: 681,931 shares; 2025Q3: 678,999 shares 678,999 $30.6M 0.1% -2,932 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,215 shares; 2024Q4: 475,951 shares; 2025Q1: 436,521 shares; 2025Q2: 433,275 shares; 2025Q3: 417,054 shares 417,054 $30.6M 0.1% -16,221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,859 shares; 2024Q4: 165,157 shares; 2025Q1: 165,038 shares; 2025Q2: 424,250 shares; 2025Q3: 426,711 shares 426,711 $30.5M 0.1% +2,461 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,377 shares; 2024Q4: 284,216 shares; 2025Q1: 242,316 shares; 2025Q2: 235,401 shares; 2025Q3: 243,781 shares 243,781 $30.2M 0.1% +8,380 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,591 shares; 2024Q4: 472,246 shares; 2025Q1: 479,547 shares; 2025Q2: 466,620 shares; 2025Q3: 488,428 shares 488,428 $30.1M 0.1% +21,808 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,900 shares; 2024Q4: 324,478 shares; 2025Q1: 301,237 shares; 2025Q2: 286,395 shares; 2025Q3: 276,676 shares 276,676 $29.5M 0.1% -9,719 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,007 shares; 2024Q4: 332,722 shares; 2025Q1: 320,144 shares; 2025Q2: 556,853 shares; 2025Q3: 583,828 shares 583,828 $29.5M 0.1% +26,975 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,202 shares; 2024Q4: 95,417 shares; 2025Q1: 86,254 shares; 2025Q2: 81,585 shares; 2025Q3: 78,501 shares 78,501 $29.4M 0.1% -3,084 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,870 shares; 2024Q4: 65,622 shares; 2025Q1: 77,623 shares; 2025Q2: 90,569 shares; 2025Q3: 110,794 shares 110,794 $28.4M 0.1% +20,225 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459,943 shares; 2024Q4: 2,029,515 shares; 2025Q1: 1,921,138 shares; 2025Q2: 1,874,764 shares; 2025Q3: 1,234,015 shares 1,234,015 $28.3M 0.1% -640,749 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,132 shares; 2024Q4: 358,737 shares; 2025Q1: 354,346 shares; 2025Q2: 363,611 shares; 2025Q3: 328,548 shares 328,548 $27.5M 0.09% -35,063 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,101 shares; 2024Q4: 103,491 shares; 2025Q1: 103,948 shares; 2025Q2: 102,533 shares; 2025Q3: 98,114 shares 98,114 $27.4M 0.09% -4,419 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,737 shares; 2024Q4: 133,890 shares; 2025Q1: 123,102 shares; 2025Q2: 125,204 shares; 2025Q3: 134,296 shares 134,296 $27.3M 0.09% +9,092 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,858 shares; 2024Q4: 443,100 shares; 2025Q1: 400,918 shares; 2025Q2: 374,825 shares; 2025Q3: 333,190 shares 333,190 $27.2M 0.09% -41,635 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,488 shares; 2024Q4: 103,344 shares; 2025Q1: 103,440 shares; 2025Q2: 102,763 shares; 2025Q3: 98,834 shares 98,834 $27M 0.09% -3,929 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,217 shares; 2024Q4: 138,262 shares; 2025Q1: 123,849 shares; 2025Q2: 121,193 shares; 2025Q3: 114,088 shares 114,088 $26.9M 0.09% -7,105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,873 shares; 2024Q4: 47,985 shares; 2025Q1: 42,397 shares; 2025Q2: 40,710 shares; 2025Q3: 35,094 shares 35,094 $26.6M 0.09% -5,616 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,913 shares; 2024Q4: 64,877 shares; 2025Q1: 61,662 shares; 2025Q2: 60,133 shares; 2025Q3: 55,277 shares 55,277 $26.3M 0.09% -4,856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,581 shares; 2024Q4: 69,396 shares; 2025Q1: 66,299 shares; 2025Q2: 65,839 shares; 2025Q3: 58,382 shares 58,382 $26.1M 0.09% -7,457 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,304 shares; 2024Q4: 124,883 shares; 2025Q1: 118,859 shares; 2025Q2: 135,580 shares; 2025Q3: 122,233 shares 122,233 $26M 0.09% -13,347 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,591 shares; 2024Q4: 1,045,639 shares; 2025Q1: 1,006,647 shares; 2025Q2: 994,954 shares; 2025Q3: 903,855 shares 903,855 $25.5M 0.09% -91,099 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,472 shares; 2024Q4: 79,900 shares; 2025Q1: 74,477 shares; 2025Q2: 63,580 shares; 2025Q3: 53,719 shares 53,719 $25.5M 0.09% -9,861 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,512 shares; 2024Q4: 143,464 shares; 2025Q1: 125,042 shares; 2025Q2: 111,714 shares; 2025Q3: 97,977 shares 97,977 $25.4M 0.09% -13,737 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,652 shares; 2024Q4: 110,077 shares; 2025Q1: 102,158 shares; 2025Q2: 87,670 shares; 2025Q3: 85,886 shares 85,886 $24.2M 0.08% -1,784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,352 shares; 2024Q4: 44,730 shares; 2025Q1: 43,092 shares; 2025Q2: 42,972 shares; 2025Q3: 39,263 shares 39,263 $24.1M 0.08% -3,709 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,200 shares; 2024Q4: 218,994 shares; 2025Q1: 242,115 shares; 2025Q2: 272,084 shares; 2025Q3: 269,465 shares 269,465 $24.1M 0.08% -2,619 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223,125 shares; 2024Q4: 1,024,073 shares; 2025Q1: 973,004 shares; 2025Q2: 897,883 shares; 2025Q3: 712,355 shares 712,355 $23.9M 0.08% -185,528 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,978 shares; 2024Q4: 83,640 shares; 2025Q1: 82,353 shares; 2025Q2: 67,152 shares; 2025Q3: 59,486 shares 59,486 $23.6M 0.08% -7,666 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,284 shares; 2024Q4: 182,813 shares; 2025Q1: 175,720 shares; 2025Q2: 170,528 shares; 2025Q3: 167,520 shares 167,520 $23.4M 0.08% -3,008 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,991 shares; 2024Q4: 950,880 shares; 2025Q1: 982,736 shares; 2025Q2: 955,381 shares; 2025Q3: 878,426 shares 878,426 $23.2M 0.08% -76,955 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,894 shares; 2024Q4: 294,730 shares; 2025Q1: 287,872 shares; 2025Q2: 300,016 shares; 2025Q3: 312,097 shares 312,097 $22.7M 0.08% +12,081 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,487 shares; 2024Q4: 821,303 shares; 2025Q1: 823,725 shares; 2025Q2: 817,719 shares; 2025Q3: 670,495 shares 670,495 $21.9M 0.07% -147,224 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,050 shares; 2024Q4: 287,938 shares; 2025Q1: 269,652 shares; 2025Q2: 284,265 shares; 2025Q3: 262,702 shares 262,702 $21M 0.07% -21,563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,902 shares; 2024Q4: 288,083 shares; 2025Q1: 251,437 shares; 2025Q2: 239,680 shares; 2025Q3: 215,667 shares 215,667 $20.6M 0.07% -24,013 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,227 shares; 2024Q4: 123,508 shares; 2025Q1: 121,856 shares; 2025Q2: 119,907 shares; 2025Q3: 121,745 shares 121,745 $20.3M 0.07% +1,838 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,798 shares; 2024Q4: 81,589 shares; 2025Q1: 82,818 shares; 2025Q2: 77,512 shares; 2025Q3: 67,496 shares 67,496 $20M 0.07% -10,016 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,915 shares; 2024Q4: 56,932 shares; 2025Q1: 232,283 shares; 2025Q2: 226,486 shares; 2025Q3: 201,512 shares 201,512 $19.8M 0.07% -24,974 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,462 shares; 2024Q4: 886,596 shares; 2025Q1: 744,897 shares; 2025Q2: 723,463 shares; 2025Q3: 623,612 shares 623,612 $19.6M 0.07% -99,851 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 76,071 shares; 2025Q1: 69,186 shares; 2025Q2: 63,676 shares; 2025Q3: 58,813 shares 58,813 $19.6M 0.07% -4,863 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,066 shares; 2024Q4: 159,106 shares; 2025Q1: 159,225 shares; 2025Q2: 158,678 shares; 2025Q3: 152,462 shares 152,462 $19.6M 0.07% -6,216 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,668 shares; 2024Q4: 347,029 shares; 2025Q1: 451,456 shares; 2025Q2: 446,419 shares; 2025Q3: 412,543 shares 412,543 $19.5M 0.07% -33,876 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,335 shares; 2024Q4: 98,169 shares; 2025Q1: 86,453 shares; 2025Q2: 81,889 shares; 2025Q3: 71,054 shares 71,054 $19.5M 0.07% -10,835 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,271 shares; 2024Q4: 26,873 shares; 2025Q1: 26,009 shares; 2025Q2: 26,449 shares; 2025Q3: 24,352 shares 24,352 $19.4M 0.07% -2,097 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,952 shares; 2024Q4: 201,175 shares; 2025Q1: 196,168 shares; 2025Q2: 189,407 shares; 2025Q3: 170,636 shares 170,636 $18.9M 0.06% -18,771 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 37,368 shares; 2025Q1: 34,817 shares; 2025Q2: 34,685 shares; 2025Q3: 26,329 shares 26,329 $18.9M 0.06% -8,356 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,409 shares; 2024Q4: 633,682 shares; 2025Q1: 581,848 shares; 2025Q2: 591,532 shares; 2025Q3: 603,229 shares 603,229 $18.9M 0.06% +11,697 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,188 shares; 2024Q4: 133,205 shares; 2025Q1: 67,023 shares; 2025Q2: 66,046 shares; 2025Q3: 65,512 shares 65,512 $18.5M 0.06% -534 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,827 shares; 2024Q4: 121,586 shares; 2025Q1: 119,586 shares; 2025Q2: 108,941 shares; 2025Q3: 96,264 shares 96,264 $18.1M 0.06% -12,677 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,036 shares; 2024Q4: 244,868 shares; 2025Q1: 180,580 shares; 2025Q2: 124,947 shares; 2025Q3: 105,113 shares 105,113 $18M 0.06% -19,834 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,026 shares; 2025Q2: 109,502 shares; 2025Q3: 122,227 shares 122,227 $17.8M 0.06% +12,725 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 31,034 shares; 2025Q1: 28,727 shares; 2025Q2: 27,875 shares; 2025Q3: 22,991 shares 22,991 $17.8M 0.06% -4,884 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,024 shares; 2024Q4: 55,392 shares; 2025Q1: 58,425 shares; 2025Q2: 42,672 shares; 2025Q3: 36,442 shares 36,442 $17.7M 0.06% -6,230 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005,499 shares; 2024Q4: 995,537 shares; 2025Q1: 1,090,002 shares; 2025Q2: 1,064,051 shares; 2025Q3: 922,501 shares 922,501 $17.7M 0.06% -141,550 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,365 shares; 2024Q4: 218,416 shares; 2025Q1: 224,234 shares; 2025Q2: 222,508 shares; 2025Q3: 222,824 shares 222,824 $17.6M 0.06% +316 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 296,141 shares; 2025Q1: 36 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $17.3M 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,404 shares; 2024Q4: 164,695 shares; 2025Q1: 153,153 shares; 2025Q2: 148,284 shares; 2025Q3: 143,197 shares 143,197 $17.3M 0.06% -5,087 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,109 shares; 2024Q4: 243,178 shares; 2025Q1: 254,850 shares; 2025Q2: 218,925 shares; 2025Q3: 217,650 shares 217,650 $16.7M 0.06% -1,275 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,788 shares; 2024Q4: 87,204 shares; 2025Q1: 112,773 shares; 2025Q2: 119,906 shares; 2025Q3: 152,126 shares 152,126 $16.3M 0.05% +32,220 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,788 shares; 2024Q4: 32,437 shares; 2025Q1: 30,013 shares; 2025Q2: 27,098 shares; 2025Q3: 27,199 shares 27,199 $16.2M 0.05% +101 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,627 shares; 2024Q4: 39,230 shares; 2025Q1: 41,959 shares; 2025Q2: 41,246 shares; 2025Q3: 38,345 shares 38,345 $16.2M 0.05% -2,901 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,724 shares; 2024Q4: 17,852 shares; 2025Q1: 17,202 shares; 2025Q2: 16,936 shares; 2025Q3: 14,985 shares 14,985 $16.2M 0.05% -1,951 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,376 shares; 2024Q4: 171,998 shares; 2025Q1: 154,441 shares; 2025Q2: 116,060 shares; 2025Q3: 109,506 shares 109,506 $16.2M 0.05% -6,554 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,691 shares; 2024Q4: 294,549 shares; 2025Q1: 292,119 shares; 2025Q2: 291,458 shares; 2025Q3: 258,541 shares 258,541 $16.2M 0.05% -32,917 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,318 shares; 2024Q4: 169,927 shares; 2025Q1: 160,568 shares; 2025Q2: 161,099 shares; 2025Q3: 154,154 shares 154,154 $16.1M 0.05% -6,945 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,206 shares; 2024Q4: 117,674 shares; 2025Q1: 117,484 shares; 2025Q2: 116,766 shares; 2025Q3: 116,766 shares 116,766 $16.1M 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,453 shares; 2024Q4: 306,051 shares; 2025Q1: 299,009 shares; 2025Q2: 293,648 shares; 2025Q3: 269,246 shares 269,246 $16.1M 0.05% -24,402 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 26,333 shares; 2025Q1: 25,288 shares; 2025Q2: 25,157 shares; 2025Q3: 22,967 shares 22,967 $16M 0.05% -2,190 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,820 shares; 2024Q4: 53,316 shares; 2025Q1: 54,658 shares; 2025Q2: 50,263 shares; 2025Q3: 42,873 shares 42,873 $15.8M 0.05% -7,390 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,983 shares; 2024Q4: 258,899 shares; 2025Q1: 201,871 shares; 2025Q2: 198,264 shares; 2025Q3: 191,893 shares 191,893 $15.8M 0.05% -6,371 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 28,697 shares; 2025Q1: 28,138 shares; 2025Q2: 28,631 shares; 2025Q3: 32,046 shares 32,046 $15.7M 0.05% +3,415 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,971 shares; 2024Q4: 145,432 shares; 2025Q1: 142,975 shares; 2025Q2: 133,314 shares; 2025Q3: 125,093 shares 125,093 $15.6M 0.05% -8,221 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,751 shares; 2024Q4: 296,054 shares; 2025Q1: 281,629 shares; 2025Q2: 251,427 shares; 2025Q3: 222,851 shares 222,851 $15.5M 0.05% -28,576 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,836 shares; 2024Q4: 473,333 shares; 2025Q1: 449,922 shares; 2025Q2: 449,269 shares; 2025Q3: 425,908 shares 425,908 $15.1M 0.05% -23,361 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,222 shares; 2024Q4: 73,705 shares; 2025Q1: 66,295 shares; 2025Q2: 84,137 shares; 2025Q3: 69,256 shares 69,256 $14.9M 0.05% -14,881 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,632 shares; 2024Q4: 43,360 shares; 2025Q1: 39,886 shares; 2025Q2: 34,765 shares; 2025Q3: 30,266 shares 30,266 $14.9M 0.05% -4,499 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,520 shares; 2024Q4: 214,525 shares; 2025Q1: 214,283 shares; 2025Q2: 214,093 shares; 2025Q3: 207,057 shares 207,057 $14.8M 0.05% -7,036 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,460 shares; 2024Q4: 141,654 shares; 2025Q1: 142,089 shares; 2025Q2: 139,313 shares; 2025Q3: 114,104 shares 114,104 $14.7M 0.05% -25,209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,150 shares; 2024Q4: 113,806 shares; 2025Q1: 112,060 shares; 2025Q2: 112,524 shares; 2025Q3: 82,167 shares 82,167 $14.2M 0.05% -30,357 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,817 shares; 2024Q4: 123,050 shares; 2025Q1: 117,815 shares; 2025Q2: 117,564 shares; 2025Q3: 112,018 shares 112,018 $14.2M 0.05% -5,546 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 10,853 shares; 2025Q1: 10,111 shares; 2025Q2: 146,014 shares; 2025Q3: 130,059 shares 130,059 $14M 0.05% -15,955 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,745 shares; 2024Q4: 265,060 shares; 2025Q1: 248,305 shares; 2025Q2: 235,776 shares; 2025Q3: 218,097 shares 218,097 $14M 0.05% -17,679 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,983 shares; 2024Q4: 164,768 shares; 2025Q1: 153,223 shares; 2025Q2: 156,555 shares; 2025Q3: 147,761 shares 147,761 $14M 0.05% -8,794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,984 shares; 2024Q4: 187,161 shares; 2025Q1: 180,230 shares; 2025Q2: 157,575 shares; 2025Q3: 153,085 shares 153,085 $14M 0.05% -4,490 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,356 shares; 2024Q4: 52,320 shares; 2025Q1: 47,430 shares; 2025Q2: 46,077 shares; 2025Q3: 40,992 shares 40,992 $14M 0.05% -5,085 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,343 shares; 2024Q4: 16,749 shares; 2025Q1: 17,166 shares; 2025Q2: 17,682 shares; 2025Q3: 13,898 shares 13,898 $13.5M 0.05% -3,784 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,098 shares; 2024Q4: 128,482 shares; 2025Q1: 128,378 shares; 2025Q2: 128,378 shares; 2025Q3: 128,427 shares 128,427 $13.3M 0.04% +49 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,725 shares; 2025Q1: 3,791 shares; 2025Q2: 3,605 shares; 2025Q3: 3,087 shares 3,087 $13.2M 0.04% -518 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,858 shares; 2024Q4: 267,182 shares; 2025Q1: 260,478 shares; 2025Q2: 253,216 shares; 2025Q3: 221,844 shares 221,844 $13.2M 0.04% -31,372 IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,662 shares; 2024Q4: 104,060 shares; 2025Q1: 112,678 shares; 2025Q2: 110,581 shares; 2025Q3: 110,709 shares 110,709 $13.2M 0.04% +128 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,131 shares; 2024Q4: 53,369 shares; 2025Q1: 51,488 shares; 2025Q2: 50,526 shares; 2025Q3: 45,429 shares 45,429 $13.1M 0.04% -5,097 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,120 shares; 2024Q4: 53,624 shares; 2025Q1: 51,268 shares; 2025Q2: 50,153 shares; 2025Q3: 48,570 shares 48,570 $13M 0.04% -1,583 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,137 shares; 2024Q4: 70,526 shares; 2025Q1: 69,972 shares; 2025Q2: 68,424 shares; 2025Q3: 59,833 shares 59,833 $12.8M 0.04% -8,591 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,300 shares; 2024Q4: 173,112 shares; 2025Q1: 170,164 shares; 2025Q2: 171,546 shares; 2025Q3: 167,883 shares 167,883 $12.8M 0.04% -3,663 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,010 shares; 2024Q4: 54,987 shares; 2025Q1: 60,297 shares; 2025Q2: 60,434 shares; 2025Q3: 90,748 shares 90,748 $12.7M 0.04% +30,314 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,999 shares; 2024Q4: 35,294 shares; 2025Q1: 30,203 shares; 2025Q2: 27,933 shares; 2025Q3: 25,378 shares 25,378 $12.7M 0.04% -2,555 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,759 shares; 2024Q4: 142,045 shares; 2025Q1: 140,123 shares; 2025Q2: 164,215 shares; 2025Q3: 161,788 shares 161,788 $12.6M 0.04% -2,427 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,474 shares; 2024Q4: 37,837 shares; 2025Q1: 38,029 shares; 2025Q2: 67,247 shares; 2025Q3: 63,847 shares 63,847 $12.5M 0.04% -3,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,889 shares; 2024Q4: 118,678 shares; 2025Q1: 92,052 shares; 2025Q2: 94,044 shares; 2025Q3: 75,511 shares 75,511 $12.2M 0.04% -18,533 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,003 shares; 2024Q4: 116,804 shares; 2025Q1: 108,967 shares; 2025Q2: 102,980 shares; 2025Q3: 96,164 shares 96,164 $12.2M 0.04% -6,816 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,143 shares; 2024Q4: 60,168 shares; 2025Q1: 58,524 shares; 2025Q2: 59,018 shares; 2025Q3: 55,833 shares 55,833 $12.2M 0.04% -3,185 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,323 shares; 2024Q4: 62,577 shares; 2025Q1: 59,310 shares; 2025Q2: 56,016 shares; 2025Q3: 48,291 shares 48,291 $11.9M 0.04% -7,725 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,626 shares; 2024Q4: 81,578 shares; 2025Q1: 76,872 shares; 2025Q2: 76,699 shares; 2025Q3: 54,746 shares 54,746 $11.7M 0.04% -21,953 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,246 shares; 2024Q4: 163,559 shares; 2025Q1: 152,582 shares; 2025Q2: 154,552 shares; 2025Q3: 141,671 shares 141,671 $11.6M 0.04% -12,881 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,904 shares; 2024Q4: 81,382 shares; 2025Q1: 79,358 shares; 2025Q2: 79,604 shares; 2025Q3: 75,765 shares 75,765 $11.5M 0.04% -3,839 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,949 shares; 2024Q4: 108,021 shares; 2025Q1: 106,687 shares; 2025Q2: 105,348 shares; 2025Q3: 112,078 shares 112,078 $11.5M 0.04% +6,730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,699 shares; 2024Q4: 59,689 shares; 2025Q1: 49,396 shares; 2025Q2: 58,070 shares; 2025Q3: 55,036 shares 55,036 $11.5M 0.04% -3,034 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,566 shares; 2025Q1: 108,450 shares; 2025Q2: 100,150 shares; 2025Q3: 84,797 shares 84,797 $11.4M 0.04% -15,353 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,840 shares; 2024Q4: 50,637 shares; 2025Q1: 47,369 shares; 2025Q2: 46,836 shares; 2025Q3: 43,085 shares 43,085 $11.2M 0.04% -3,751 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,812 shares; 2024Q4: 140,316 shares; 2025Q1: 139,083 shares; 2025Q2: 129,582 shares; 2025Q3: 110,373 shares 110,373 $11.2M 0.04% -19,209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,998 shares; 2024Q4: 496,701 shares; 2025Q1: 194,608 shares; 2025Q2: 182,123 shares; 2025Q3: 133,877 shares 133,877 $11.2M 0.04% -48,246 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,916 shares; 2024Q4: 268,116 shares; 2025Q1: 270,566 shares; 2025Q2: 271,359 shares; 2025Q3: 238,547 shares 238,547 $11M 0.04% -32,812 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,242 shares; 2024Q4: 26,161 shares; 2025Q1: 25,774 shares; 2025Q2: 26,558 shares; 2025Q3: 25,438 shares 25,438 $10.9M 0.04% -1,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,012 shares; 2024Q4: 23,685 shares; 2025Q1: 22,365 shares; 2025Q2: 20,630 shares; 2025Q3: 23,230 shares 23,230 $10.8M 0.04% +2,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,062 shares; 2024Q4: 48,379 shares; 2025Q1: 44,645 shares; 2025Q2: 43,842 shares; 2025Q3: 41,220 shares 41,220 $10.7M 0.04% -2,622 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,080 shares; 2024Q4: 637,513 shares; 2025Q1: 629,238 shares; 2025Q2: 611,471 shares; 2025Q3: 643,234 shares 643,234 $10.7M 0.04% +31,763 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,153 shares; 2024Q4: 313,399 shares; 2025Q1: 311,255 shares; 2025Q2: 273,046 shares; 2025Q3: 273,046 shares 273,046 $10.6M 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,018 shares; 2024Q4: 102,222 shares; 2025Q1: 102,361 shares; 2025Q2: 102,044 shares; 2025Q3: 94,618 shares 94,618 $10.6M 0.04% -7,426 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,014 shares; 2024Q4: 32,014 shares; 2025Q1: 32,014 shares; 2025Q2: 34,268 shares; 2025Q3: 34,628 shares 34,628 $10.5M 0.04% +360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,784 shares; 2024Q4: 198,301 shares; 2025Q1: 181,289 shares; 2025Q2: 164,643 shares; 2025Q3: 137,825 shares 137,825 $10.4M 0.03% -26,818 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,505 shares; 2024Q4: 73,103 shares; 2025Q1: 64,646 shares; 2025Q2: 64,876 shares; 2025Q3: 57,930 shares 57,930 $10.4M 0.03% -6,946 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,922 shares; 2024Q4: 312,137 shares; 2025Q1: 309,707 shares; 2025Q2: 302,403 shares; 2025Q3: 300,081 shares 300,081 $10.3M 0.03% -2,322 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,312 shares; 2024Q4: 124,017 shares; 2025Q1: 120,676 shares; 2025Q2: 119,257 shares; 2025Q3: 115,998 shares 115,998 $10.2M 0.03% -3,259 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,218 shares; 2024Q4: 37,529 shares; 2025Q1: 35,343 shares; 2025Q2: 31,419 shares; 2025Q3: 28,678 shares 28,678 $10.1M 0.03% -2,741 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,413 shares; 2024Q4: 87,085 shares; 2025Q1: 85,801 shares; 2025Q2: 76,488 shares; 2025Q3: 73,094 shares 73,094 $9.9M 0.03% -3,394 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,626 shares; 2024Q4: 148,281 shares; 2025Q1: 150,828 shares; 2025Q2: 158,682 shares; 2025Q3: 158,977 shares 158,977 $9.9M 0.03% +295 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 19,099 shares; 2025Q1: 15,761 shares; 2025Q2: 16,675 shares; 2025Q3: 16,231 shares 16,231 $9.89M 0.03% -444 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,302 shares; 2024Q4: 137,982 shares; 2025Q1: 136,916 shares; 2025Q2: 137,224 shares; 2025Q3: 128,063 shares 128,063 $9.82M 0.03% -9,161 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,921 shares; 2024Q4: 153,556 shares; 2025Q1: 149,193 shares; 2025Q2: 153,209 shares; 2025Q3: 134,126 shares 134,126 $9.79M 0.03% -19,083 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,058 shares; 2024Q4: 201,803 shares; 2025Q1: 195,676 shares; 2025Q2: 194,981 shares; 2025Q3: 174,067 shares 174,067 $9.63M 0.03% -20,914 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,007 shares; 2024Q4: 201,778 shares; 2025Q1: 195,108 shares; 2025Q2: 199,365 shares; 2025Q3: 190,859 shares 190,859 $9.62M 0.03% -8,506 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,896 shares; 2024Q4: 158,266 shares; 2025Q1: 141,793 shares; 2025Q2: 132,924 shares; 2025Q3: 100,730 shares 100,730 $9.58M 0.03% -32,194 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,713 shares; 2024Q4: 65,898 shares; 2025Q1: 79,700 shares; 2025Q2: 88,830 shares; 2025Q3: 87,882 shares 87,882 $9.38M 0.03% -948 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,348 shares; 2024Q4: 29,695 shares; 2025Q1: 30,777 shares; 2025Q2: 30,711 shares; 2025Q3: 31,551 shares 31,551 $9.27M 0.03% +840 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,102 shares; 2024Q4: 55,001 shares; 2025Q1: 53,439 shares; 2025Q2: 48,011 shares; 2025Q3: 49,289 shares 49,289 $9.23M 0.03% +1,278 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,590 shares; 2024Q4: 29,245 shares; 2025Q1: 30,854 shares; 2025Q2: 29,474 shares; 2025Q3: 25,778 shares 25,778 $9.19M 0.03% -3,696 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,189 shares; 2024Q4: 31,690 shares; 2025Q1: 36,229 shares; 2025Q2: 35,266 shares; 2025Q3: 27,517 shares 27,517 $9.05M 0.03% -7,749 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,006 shares; 2024Q4: 10,851 shares; 2025Q1: 10,438 shares; 2025Q2: 10,325 shares; 2025Q3: 9,483 shares 9,483 $9.04M 0.03% -842 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,427 shares; 2024Q4: 19,837 shares; 2025Q1: 17,372 shares; 2025Q2: 16,831 shares; 2025Q3: 14,290 shares 14,290 $9.01M 0.03% -2,541 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,051 shares; 2024Q4: 41,816 shares; 2025Q1: 55,406 shares; 2025Q2: 63,772 shares; 2025Q3: 59,137 shares 59,137 $8.79M 0.03% -4,635 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,301 shares; 2024Q4: 85,900 shares; 2025Q1: 83,740 shares; 2025Q2: 79,510 shares; 2025Q3: 75,474 shares 75,474 $8.76M 0.03% -4,036 Timeline VNQI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,746 shares; 2024Q4: 496,707 shares; 2025Q1: 497,185 shares; 2025Q2: 501,175 shares; 2025Q3: 182,721 shares 182,721 $8.72M 0.03% -318,454 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,090 shares; 2024Q4: 572,209 shares; 2025Q1: 527,275 shares; 2025Q2: 512,230 shares; 2025Q3: 535,240 shares 535,240 $8.68M 0.03% +23,010 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,776 shares; 2024Q4: 115,454 shares; 2025Q1: 117,004 shares; 2025Q2: 119,757 shares; 2025Q3: 120,239 shares 120,239 $8.53M 0.03% +482 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,339 shares; 2024Q4: 88,607 shares; 2025Q1: 99,162 shares; 2025Q2: 98,662 shares; 2025Q3: 101,514 shares 101,514 $8.46M 0.03% +2,852 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,232 shares; 2024Q4: 101,233 shares; 2025Q1: 95,502 shares; 2025Q2: 194,197 shares; 2025Q3: 171,257 shares 171,257 $8.4M 0.03% -22,940 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,555 shares; 2024Q4: 402,298 shares; 2025Q1: 354,221 shares; 2025Q2: 349,846 shares; 2025Q3: 259,958 shares 259,958 $8.37M 0.03% -89,888 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: 18,332 shares; 2025Q1: 16,201 shares; 2025Q2: 19,223 shares; 2025Q3: 18,186 shares 18,186 $8.32M 0.03% -1,037 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,956 shares; 2025Q3: 194,186 shares 194,186 $8.29M 0.03% +97,230 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,034 shares; 2024Q4: 51,639 shares; 2025Q1: 51,127 shares; 2025Q2: 46,041 shares; 2025Q3: 38,425 shares 38,425 $8.21M 0.03% -7,616 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,056 shares; 2024Q4: 156,073 shares; 2025Q1: 149,965 shares; 2025Q2: 143,131 shares; 2025Q3: 131,491 shares 131,491 $8.04M 0.03% -11,640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,016 shares; 2024Q4: 92,371 shares; 2025Q1: 93,629 shares; 2025Q2: 89,277 shares; 2025Q3: 73,416 shares 73,416 $8M 0.03% -15,861 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,162 shares; 2024Q4: 77,586 shares; 2025Q1: 72,484 shares; 2025Q2: 67,206 shares; 2025Q3: 46,549 shares 46,549 $7.95M 0.03% -20,657 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,614 shares; 2024Q4: 88,852 shares; 2025Q1: 89,346 shares; 2025Q2: 75,660 shares; 2025Q3: 71,050 shares 71,050 $7.92M 0.03% -4,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,127 shares; 2024Q4: 112,083 shares; 2025Q1: 101,763 shares; 2025Q2: 108,464 shares; 2025Q3: 80,899 shares 80,899 $7.9M 0.03% -27,565 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,963 shares; 2024Q4: 24,996 shares; 2025Q1: 22,294 shares; 2025Q2: 15,759 shares; 2025Q3: 13,417 shares 13,417 $7.86M 0.03% -2,342 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,764 shares; 2024Q4: 36,475 shares; 2025Q1: 41,722 shares; 2025Q2: 42,804 shares; 2025Q3: 39,683 shares 39,683 $7.77M 0.03% -3,121 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,108 shares; 2024Q4: 75,503 shares; 2025Q1: 71,243 shares; 2025Q2: 69,559 shares; 2025Q3: 57,604 shares 57,604 $7.47M 0.03% -11,955 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,976 shares; 2024Q4: 79,432 shares; 2025Q1: 71,243 shares; 2025Q2: 66,562 shares; 2025Q3: 59,271 shares 59,271 $7.47M 0.03% -7,291 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,623 shares; 2024Q4: 59,465 shares; 2025Q1: 58,420 shares; 2025Q2: 58,087 shares; 2025Q3: 57,189 shares 57,189 $7.45M 0.03% -898 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,005 shares; 2025Q1: 2,953 shares; 2025Q2: 3,065 shares; 2025Q3: 3,169 shares 3,169 $7.41M 0.02% +104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 34,249 shares; 2025Q1: 33,580 shares; 2025Q2: 33,552 shares; 2025Q3: 33,567 shares 33,567 $7.37M 0.02% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,543 shares; 2024Q4: 181,174 shares; 2025Q1: 170,853 shares; 2025Q2: 175,555 shares; 2025Q3: 160,112 shares 160,112 $7.32M 0.02% -15,443 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,136 shares; 2024Q4: 65,249 shares; 2025Q1: 60,330 shares; 2025Q2: 58,222 shares; 2025Q3: 52,085 shares 52,085 $7.25M 0.02% -6,137 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,039 shares; 2024Q4: 355,899 shares; 2025Q1: 341,392 shares; 2025Q2: 337,952 shares; 2025Q3: 239,321 shares 239,321 $7.23M 0.02% -98,631 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,676 shares; 2024Q4: 24,478 shares; 2025Q1: 22,895 shares; 2025Q2: 22,417 shares; 2025Q3: 20,755 shares 20,755 $7.19M 0.02% -1,662 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,858 shares; 2024Q4: 380,418 shares; 2025Q1: 324,389 shares; 2025Q2: 287,882 shares; 2025Q3: 248,388 shares 248,388 $7.15M 0.02% -39,494 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 23,433 shares; 2025Q1: 22,534 shares; 2025Q2: 15,200 shares; 2025Q3: 14,692 shares 14,692 $7.13M 0.02% -508 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,696 shares; 2024Q4: 154,946 shares; 2025Q1: 147,069 shares; 2025Q2: 161,477 shares; 2025Q3: 155,020 shares 155,020 $7.1M 0.02% -6,457 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,493 shares; 2024Q4: 65,086 shares; 2025Q1: 62,928 shares; 2025Q2: 55,421 shares; 2025Q3: 42,363 shares 42,363 $7.09M 0.02% -13,058 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,442 shares; 2024Q4: 11,937 shares; 2025Q1: 12,193 shares; 2025Q2: 12,474 shares; 2025Q3: 29,955 shares 29,955 $7.07M 0.02% +17,481 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,541 shares; 2024Q4: 37,486 shares; 2025Q1: 37,492 shares; 2025Q2: 37,714 shares; 2025Q3: 37,787 shares 37,787 $7.06M 0.02% +73 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,196 shares; 2024Q4: 47,887 shares; 2025Q1: 47,811 shares; 2025Q2: 47,765 shares; 2025Q3: 47,170 shares 47,170 $6.95M 0.02% -595 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,343 shares; 2024Q4: 487,645 shares; 2025Q1: 440,153 shares; 2025Q2: 442,102 shares; 2025Q3: 436,454 shares 436,454 $6.91M 0.02% -5,648 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 10,605 shares; 2025Q1: 10,148 shares; 2025Q2: 11,370 shares; 2025Q3: 13,940 shares 13,940 $6.88M 0.02% +2,570 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,048 shares; 2024Q4: 82,528 shares; 2025Q1: 79,670 shares; 2025Q2: 75,500 shares; 2025Q3: 64,974 shares 64,974 $6.74M 0.02% -10,526 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 6,831 shares; 2025Q1: 5,958 shares; 2025Q2: 5,966 shares; 2025Q3: 5,111 shares 5,111 $6.74M 0.02% -855 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,271 shares; 2024Q4: 34,237 shares; 2025Q1: 30,315 shares; 2025Q2: 28,556 shares; 2025Q3: 25,560 shares 25,560 $6.72M 0.02% -2,996 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,565 shares; 2024Q4: 244,436 shares; 2025Q1: 246,494 shares; 2025Q2: 272,776 shares; 2025Q3: 266,808 shares 266,808 $6.61M 0.02% -5,968 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,771 shares; 2024Q4: 39,265 shares; 2025Q1: 36,759 shares; 2025Q2: 37,524 shares; 2025Q3: 27,600 shares 27,600 $6.61M 0.02% -9,924 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,073 shares; 2024Q4: 29,959 shares; 2025Q1: 30,478 shares; 2025Q2: 30,344 shares; 2025Q3: 21,223 shares 21,223 $6.57M 0.02% -9,121 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,468 shares; 2024Q4: 31,823 shares; 2025Q1: 36,507 shares; 2025Q2: 35,408 shares; 2025Q3: 34,795 shares 34,795 $6.51M 0.02% -613 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,345 shares; 2024Q4: 30,379 shares; 2025Q1: 34,042 shares; 2025Q2: 47,510 shares; 2025Q3: 45,408 shares 45,408 $6.5M 0.02% -2,102 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,615 shares; 2024Q4: 99,693 shares; 2025Q1: 87,064 shares; 2025Q2: 64,072 shares; 2025Q3: 54,654 shares 54,654 $6.44M 0.02% -9,418 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,005 shares; 2024Q4: 94,422 shares; 2025Q1: 89,212 shares; 2025Q2: 81,645 shares; 2025Q3: 75,503 shares 75,503 $6.35M 0.02% -6,142 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,341 shares; 2024Q4: 32,435 shares; 2025Q1: 32,964 shares; 2025Q2: 22,269 shares; 2025Q3: 21,945 shares 21,945 $6.32M 0.02% -324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,782 shares; 2024Q4: 30,038 shares; 2025Q1: 27,382 shares; 2025Q2: 25,420 shares; 2025Q3: 19,385 shares 19,385 $6.26M 0.02% -6,035 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,998 shares; 2024Q4: 68,798 shares; 2025Q1: 70,769 shares; 2025Q2: 68,058 shares; 2025Q3: 58,426 shares 58,426 $6.23M 0.02% -9,632 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 45,359 shares; 2025Q1: 46,639 shares; 2025Q2: 39,229 shares; 2025Q3: 30,665 shares 30,665 $6.18M 0.02% -8,564 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,225 shares; 2024Q4: 26,320 shares; 2025Q1: 30,514 shares; 2025Q2: 26,786 shares; 2025Q3: 25,822 shares 25,822 $6.15M 0.02% -964 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 7,118 shares; 2025Q1: 6,170 shares; 2025Q2: 13,895 shares; 2025Q3: 16,262 shares 16,262 $6.13M 0.02% +2,367 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 25,262 shares; 2025Q1: 19,732 shares; 2025Q2: 20,670 shares; 2025Q3: 19,196 shares 19,196 $6.1M 0.02% -1,474 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,165 shares; 2024Q4: 73,353 shares; 2025Q1: 74,687 shares; 2025Q2: 74,168 shares; 2025Q3: 66,327 shares 66,327 $6.02M 0.02% -7,841 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,215 shares; 2024Q4: 87,062 shares; 2025Q1: 85,195 shares; 2025Q2: 86,327 shares; 2025Q3: 58,861 shares 58,861 $6M 0.02% -27,466 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,675 shares; 2024Q4: 530,503 shares; 2025Q1: 478,230 shares; 2025Q2: 426,160 shares; 2025Q3: 373,955 shares 373,955 $5.96M 0.02% -52,205 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,777 shares; 2024Q4: 47,899 shares; 2025Q1: 54,922 shares; 2025Q2: 63,373 shares; 2025Q3: 70,121 shares 70,121 $5.93M 0.02% +6,748 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,530 shares; 2024Q4: 81,125 shares; 2025Q1: 77,888 shares; 2025Q2: 64,609 shares; 2025Q3: 47,112 shares 47,112 $5.93M 0.02% -17,497 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,689 shares; 2024Q4: 47,877 shares; 2025Q1: 41,874 shares; 2025Q2: 41,033 shares; 2025Q3: 35,022 shares 35,022 $5.9M 0.02% -6,011 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,814 shares; 2024Q4: 134,975 shares; 2025Q1: 123,269 shares; 2025Q2: 114,798 shares; 2025Q3: 87,043 shares 87,043 $5.84M 0.02% -27,755 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 13,903 shares; 2025Q1: 12,681 shares; 2025Q2: 20,346 shares; 2025Q3: 21,339 shares 21,339 $5.8M 0.02% +993 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,174 shares; 2024Q4: 39,069 shares; 2025Q1: 36,179 shares; 2025Q2: 35,660 shares; 2025Q3: 28,566 shares 28,566 $5.76M 0.02% -7,094 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,950 shares; 2024Q4: 35,618 shares; 2025Q1: 35,243 shares; 2025Q2: 34,667 shares; 2025Q3: 30,037 shares 30,037 $5.72M 0.02% -4,630 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,476 shares; 2024Q4: 18,689 shares; 2025Q1: 17,889 shares; 2025Q2: 21,660 shares; 2025Q3: 39,024 shares 39,024 $5.68M 0.02% +17,364 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,770 shares; 2024Q4: 178,844 shares; 2025Q1: 186,722 shares; 2025Q2: 180,383 shares; 2025Q3: 164,379 shares 164,379 $5.65M 0.02% -16,004 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,228 shares; 2024Q4: 291,764 shares; 2025Q1: 280,806 shares; 2025Q2: 298,111 shares; 2025Q3: 137,409 shares 137,409 $5.63M 0.02% -160,702 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,485 shares; 2024Q4: 78,267 shares; 2025Q1: 79,527 shares; 2025Q2: 77,095 shares; 2025Q3: 75,462 shares 75,462 $5.62M 0.02% -1,633 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,216 shares; 2024Q4: 313,266 shares; 2025Q1: 312,318 shares; 2025Q2: 317,600 shares; 2025Q3: 315,349 shares 315,349 $5.62M 0.02% -2,251 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,284 shares; 2024Q4: 38,584 shares; 2025Q1: 39,553 shares; 2025Q2: 44,550 shares; 2025Q3: 36,434 shares 36,434 $5.55M 0.02% -8,116 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 58,806 shares; 2025Q1: 55,772 shares; 2025Q2: 61,062 shares; 2025Q3: 55,149 shares 55,149 $5.54M 0.02% -5,913 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,410 shares; 2024Q4: 50,962 shares; 2025Q1: 37,090 shares; 2025Q2: 32,273 shares; 2025Q3: 28,610 shares 28,610 $5.43M 0.02% -3,663 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,825 shares; 2024Q4: 79,474 shares; 2025Q1: 78,000 shares; 2025Q2: 21,814 shares; 2025Q3: 20,625 shares 20,625 $5.41M 0.02% -1,189 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,083 shares; 2024Q4: 28,513 shares; 2025Q1: 26,900 shares; 2025Q2: 26,351 shares; 2025Q3: 23,566 shares 23,566 $5.41M 0.02% -2,785 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,166 shares; 2024Q4: 46,868 shares; 2025Q1: 47,255 shares; 2025Q2: 44,395 shares; 2025Q3: 40,472 shares 40,472 $5.4M 0.02% -3,923 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,542 shares; 2024Q4: 74,580 shares; 2025Q1: 69,280 shares; 2025Q2: 70,274 shares; 2025Q3: 69,994 shares 69,994 $5.38M 0.02% -280 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,559 shares; 2024Q4: 209,677 shares; 2025Q1: 162,421 shares; 2025Q2: 147,818 shares; 2025Q3: 157,398 shares 157,398 $5.33M 0.02% +9,580 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,911 shares; 2024Q4: 36,936 shares; 2025Q1: 41,242 shares; 2025Q2: 40,144 shares; 2025Q3: 35,255 shares 35,255 $5.32M 0.02% -4,889 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,044 shares; 2024Q4: 49,872 shares; 2025Q1: 47,091 shares; 2025Q2: 46,101 shares; 2025Q3: 48,609 shares 48,609 $5.28M 0.02% +2,508 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 41,467 shares; 2025Q1: 39,122 shares; 2025Q2: 36,836 shares; 2025Q3: 33,450 shares 33,450 $5.27M 0.02% -3,386 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,575 shares; 2024Q4: 84,090 shares; 2025Q1: 82,589 shares; 2025Q2: 66,002 shares; 2025Q3: 64,637 shares 64,637 $5.25M 0.02% -1,365 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,571 shares; 2025Q1: 4,003 shares; 2025Q2: 4,534 shares; 2025Q3: 4,263 shares 4,263 $5.23M 0.02% -271 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 5,171 shares; 2025Q1: 3,989 shares; 2025Q2: 4,115 shares; 2025Q3: 3,482 shares 3,482 $5.21M 0.02% -633 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,420 shares; 2024Q4: 35,847 shares; 2025Q1: 31,100 shares; 2025Q2: 32,424 shares; 2025Q3: 31,630 shares 31,630 $5.2M 0.02% -794 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,213 shares; 2024Q4: 38,217 shares; 2025Q1: 37,111 shares; 2025Q2: 34,968 shares; 2025Q3: 31,582 shares 31,582 $5.11M 0.02% -3,386 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 15,592 shares; 2025Q1: 16,627 shares; 2025Q2: 20,254 shares; 2025Q3: 16,342 shares 16,342 $5.11M 0.02% -3,912 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,349 shares; 2024Q4: 34,809 shares; 2025Q1: 28,316 shares; 2025Q2: 30,189 shares; 2025Q3: 26,442 shares 26,442 $5.1M 0.02% -3,747 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,640 shares; 2024Q4: 27,593 shares; 2025Q1: 24,979 shares; 2025Q2: 26,371 shares; 2025Q3: 24,755 shares 24,755 $5.08M 0.02% -1,616 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,287 shares; 2024Q4: 39,590 shares; 2025Q1: 38,313 shares; 2025Q2: 22,291 shares; 2025Q3: 21,323 shares 21,323 $5.03M 0.02% -968 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 12,229 shares; 2025Q1: 11,614 shares; 2025Q2: 9,907 shares; 2025Q3: 8,838 shares 8,838 $5.02M 0.02% -1,069 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,399 shares; 2024Q4: 30,610 shares; 2025Q1: 33,988 shares; 2025Q2: 63,576 shares; 2025Q3: 62,631 shares 62,631 $5.01M 0.02% -945 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,632 shares; 2024Q4: 75,620 shares; 2025Q1: 66,773 shares; 2025Q2: 64,241 shares; 2025Q3: 51,885 shares 51,885 $5.01M 0.02% -12,356 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,368 shares; 2024Q4: 182,179 shares; 2025Q1: 399,366 shares; 2025Q2: 464,936 shares; 2025Q3: 291,041 shares 291,041 $4.99M 0.02% -173,895 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,553 shares; 2024Q4: 377,222 shares; 2025Q1: 376,873 shares; 2025Q2: 377,203 shares; 2025Q3: 377,326 shares 377,326 $4.96M 0.02% +123 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,531 shares; 2024Q4: 16,791 shares; 2025Q1: 15,686 shares; 2025Q2: 16,099 shares; 2025Q3: 16,609 shares 16,609 $4.95M 0.02% +510 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,964 shares; 2024Q4: 93,684 shares; 2025Q1: 90,776 shares; 2025Q2: 87,002 shares; 2025Q3: 62,698 shares 62,698 $4.92M 0.02% -24,304 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,170 shares; 2024Q4: 63,505 shares; 2025Q1: 59,463 shares; 2025Q2: 61,774 shares; 2025Q3: 58,009 shares 58,009 $4.89M 0.02% -3,765 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,369 shares; 2024Q4: 20,999 shares; 2025Q1: 18,833 shares; 2025Q2: 20,173 shares; 2025Q3: 18,797 shares 18,797 $4.88M 0.02% -1,376 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,760 shares; 2024Q4: 246,272 shares; 2025Q1: 237,443 shares; 2025Q2: 180,405 shares; 2025Q3: 124,286 shares 124,286 $4.87M 0.02% -56,119 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,342 shares; 2024Q4: 104,901 shares; 2025Q1: 95,629 shares; 2025Q2: 76,490 shares; 2025Q3: 60,281 shares 60,281 $4.86M 0.02% -16,209 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,651 shares; 2024Q4: 66,126 shares; 2025Q1: 66,375 shares; 2025Q2: 67,547 shares; 2025Q3: 66,811 shares 66,811 $4.85M 0.02% -736 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,867 shares; 2024Q4: 18,526 shares; 2025Q1: 18,364 shares; 2025Q2: 17,683 shares; 2025Q3: 12,324 shares 12,324 $4.83M 0.02% -5,359 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,695 shares; 2024Q4: 33,577 shares; 2025Q1: 31,759 shares; 2025Q2: 29,445 shares; 2025Q3: 24,558 shares 24,558 $4.82M 0.02% -4,887 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,742 shares; 2024Q4: 34,833 shares; 2025Q1: 30,976 shares; 2025Q2: 29,253 shares; 2025Q3: 25,327 shares 25,327 $4.76M 0.02% -3,926 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,329 shares; 2024Q4: 123,692 shares; 2025Q1: 107,639 shares; 2025Q2: 100,349 shares; 2025Q3: 91,100 shares 91,100 $4.76M 0.02% -9,249 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,941 shares; 2024Q4: 57,760 shares; 2025Q1: 56,842 shares; 2025Q2: 57,671 shares; 2025Q3: 25,071 shares 25,071 $4.7M 0.02% -32,600 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,006 shares; 2024Q4: 292,271 shares; 2025Q1: 295,384 shares; 2025Q2: 134,204 shares; 2025Q3: 40,968 shares 40,968 $4.69M 0.02% -93,236 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,941 shares; 2024Q4: 44,934 shares; 2025Q1: 40,746 shares; 2025Q2: 43,006 shares; 2025Q3: 40,649 shares 40,649 $4.52M 0.02% -2,357 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,778 shares; 2024Q4: 39,781 shares; 2025Q1: 25,520 shares; 2025Q2: 22,404 shares; 2025Q3: 17,763 shares 17,763 $4.51M 0.02% -4,641 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,422 shares; 2024Q4: 93,118 shares; 2025Q1: 81,403 shares; 2025Q2: 72,060 shares; 2025Q3: 67,235 shares 67,235 $4.5M 0.02% -4,825 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,467 shares; 2024Q4: 299,422 shares; 2025Q1: 334,512 shares; 2025Q2: 329,496 shares; 2025Q3: 279,868 shares 279,868 $4.48M 0.02% -49,628 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,301 shares; 2024Q4: 62,118 shares; 2025Q1: 62,008 shares; 2025Q2: 61,842 shares; 2025Q3: 46,724 shares 46,724 $4.48M 0.02% -15,118 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,349 shares; 2024Q4: 113,587 shares; 2025Q1: 110,534 shares; 2025Q2: 110,885 shares; 2025Q3: 110,653 shares 110,653 $4.48M 0.02% -232 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,904 shares; 2024Q4: 27,908 shares; 2025Q1: 25,983 shares; 2025Q2: 19,963 shares; 2025Q3: 18,100 shares 18,100 $4.46M 0.01% -1,863 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,677 shares; 2024Q4: 46,678 shares; 2025Q1: 45,136 shares; 2025Q2: 45,838 shares; 2025Q3: 44,305 shares 44,305 $4.45M 0.01% -1,533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,262 shares; 2024Q4: 20,069 shares; 2025Q1: 18,655 shares; 2025Q2: 15,062 shares; 2025Q3: 12,592 shares 12,592 $4.4M 0.01% -2,470 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,385 shares; 2024Q4: 63,284 shares; 2025Q1: 65,966 shares; 2025Q2: 65,715 shares; 2025Q3: 66,307 shares 66,307 $4.38M 0.01% +592 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,349 shares; 2024Q4: 379,658 shares; 2025Q1: 251,085 shares; 2025Q2: 82,638 shares; 2025Q3: 78,784 shares 78,784 $4.37M 0.01% -3,854 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,369 shares; 2024Q4: 31,943 shares; 2025Q1: 31,317 shares; 2025Q2: 30,680 shares; 2025Q3: 24,833 shares 24,833 $4.36M 0.01% -5,847 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,970 shares; 2024Q4: 97,492 shares; 2025Q1: 92,729 shares; 2025Q2: 106,715 shares; 2025Q3: 68,719 shares 68,719 $4.35M 0.01% -37,996 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,607 shares; 2024Q4: 61,955 shares; 2025Q1: 69,498 shares; 2025Q2: 70,228 shares; 2025Q3: 64,874 shares 64,874 $4.35M 0.01% -5,354 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 9,731 shares; 2025Q1: 7,218 shares; 2025Q2: 14,662 shares; 2025Q3: 14,447 shares 14,447 $4.3M 0.01% -215 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,005 shares; 2024Q4: 105,454 shares; 2025Q1: 88,683 shares; 2025Q2: 66,734 shares; 2025Q3: 57,553 shares 57,553 $4.29M 0.01% -9,181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,495 shares; 2024Q4: 64,434 shares; 2025Q1: 56,344 shares; 2025Q2: 68,831 shares; 2025Q3: 75,415 shares 75,415 $4.29M 0.01% +6,584 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,875 shares; 2024Q4: 28,647 shares; 2025Q1: 28,533 shares; 2025Q2: 26,109 shares; 2025Q3: 22,567 shares 22,567 $4.27M 0.01% -3,542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,947 shares; 2024Q4: 40,934 shares; 2025Q1: 35,382 shares; 2025Q2: 34,796 shares; 2025Q3: 40,639 shares 40,639 $4.27M 0.01% +5,843 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,054 shares; 2024Q4: 49,874 shares; 2025Q1: 49,822 shares; 2025Q2: 55,006 shares; 2025Q3: 47,916 shares 47,916 $4.24M 0.01% -7,090 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,493 shares; 2024Q4: 155,210 shares; 2025Q1: 130,836 shares; 2025Q2: 77,291 shares; 2025Q3: 70,591 shares 70,591 $4.24M 0.01% -6,700 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 13,490 shares; 2025Q1: 12,194 shares; 2025Q2: 11,965 shares; 2025Q3: 10,201 shares 10,201 $4.23M 0.01% -1,764 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,577 shares; 2024Q4: 27,268 shares; 2025Q1: 23,073 shares; 2025Q2: 22,972 shares; 2025Q3: 21,575 shares 21,575 $4.22M 0.01% -1,397 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,254 shares; 2024Q4: 46,583 shares; 2025Q1: 43,225 shares; 2025Q2: 44,585 shares; 2025Q3: 41,828 shares 41,828 $4.18M 0.01% -2,757 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,295 shares; 2024Q4: 70,055 shares; 2025Q1: 71,251 shares; 2025Q2: 80,081 shares; 2025Q3: 61,431 shares 61,431 $4.14M 0.01% -18,650 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,638 shares; 2024Q4: 31,238 shares; 2025Q1: 31,607 shares; 2025Q2: 21,971 shares; 2025Q3: 16,684 shares 16,684 $4.13M 0.01% -5,287 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,386 shares; 2024Q4: 37,621 shares; 2025Q1: 38,977 shares; 2025Q2: 38,539 shares; 2025Q3: 38,383 shares 38,383 $4.11M 0.01% -156 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,817 shares; 2024Q4: 99,937 shares; 2025Q1: 95,899 shares; 2025Q2: 107,886 shares; 2025Q3: 90,707 shares 90,707 $4.08M 0.01% -17,179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,619 shares; 2024Q4: 174,068 shares; 2025Q1: 168,058 shares; 2025Q2: 170,577 shares; 2025Q3: 154,844 shares 154,844 $4.03M 0.01% -15,733 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,935 shares; 2024Q4: 20,818 shares; 2025Q1: 19,197 shares; 2025Q2: 17,940 shares; 2025Q3: 15,807 shares 15,807 $3.97M 0.01% -2,133 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,186 shares; 2024Q4: 17,837 shares; 2025Q1: 8,253 shares; 2025Q2: 7,847 shares; 2025Q3: 7,944 shares 7,944 $3.96M 0.01% +97 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 15,077 shares; 2025Q1: 14,105 shares; 2025Q2: 14,288 shares; 2025Q3: 12,872 shares 12,872 $3.96M 0.01% -1,416 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 5,040 shares; 2025Q1: 5,025 shares; 2025Q2: 4,977 shares; 2025Q3: 4,760 shares 4,760 $3.94M 0.01% -217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,558 shares; 2024Q4: 274,705 shares; 2025Q1: 379,182 shares; 2025Q2: 362,189 shares; 2025Q3: 328,391 shares 328,391 $3.93M 0.01% -33,798 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,432 shares; 2024Q4: 179,124 shares; 2025Q1: 85,574 shares; 2025Q2: 82,579 shares; 2025Q3: 72,729 shares 72,729 $3.92M 0.01% -9,850 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 4,262 shares; 2025Q1: 5,606 shares; 2025Q2: 6,023 shares; 2025Q3: 5,454 shares 5,454 $3.91M 0.01% -569 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,319 shares; 2024Q4: 57,713 shares; 2025Q1: 33,153 shares; 2025Q2: 33,056 shares; 2025Q3: 31,978 shares 31,978 $3.91M 0.01% -1,078 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,092 shares; 2024Q4: 300,210 shares; 2025Q1: 278,680 shares; 2025Q2: 260,375 shares; 2025Q3: 165,119 shares 165,119 $3.9M 0.01% -95,256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,927 shares; 2024Q4: 88,582 shares; 2025Q1: 74,396 shares; 2025Q2: 73,611 shares; 2025Q3: 57,756 shares 57,756 $3.87M 0.01% -15,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,520 shares; 2025Q1: 4,804 shares; 2025Q2: 4,485 shares; 2025Q3: 4,051 shares 4,051 $3.87M 0.01% -434 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 13,503 shares; 2025Q1: 13,432 shares; 2025Q2: 14,073 shares; 2025Q3: 12,663 shares 12,663 $3.87M 0.01% -1,410 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,257 shares; 2024Q4: 30,119 shares; 2025Q1: 31,375 shares; 2025Q2: 29,968 shares; 2025Q3: 27,703 shares 27,703 $3.84M 0.01% -2,265 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 8,425 shares; 2025Q1: 13,330 shares; 2025Q2: 13,556 shares; 2025Q3: 13,091 shares 13,091 $3.77M 0.01% -465 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 15,336 shares; 2025Q1: 15,110 shares; 2025Q2: 14,467 shares; 2025Q3: 13,130 shares 13,130 $3.77M 0.01% -1,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,925 shares; 2024Q4: 134,415 shares; 2025Q1: 133,839 shares; 2025Q2: 133,839 shares; 2025Q3: 137,704 shares 137,704 $3.76M 0.01% +3,865 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 12,481 shares; 2025Q1: 12,067 shares; 2025Q2: 14,139 shares; 2025Q3: 11,565 shares 11,565 $3.73M 0.01% -2,574 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,914 shares; 2024Q4: 18,590 shares; 2025Q1: 17,378 shares; 2025Q2: 16,186 shares; 2025Q3: 15,468 shares 15,468 $3.72M 0.01% -718 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,379 shares; 2024Q4: 113,009 shares; 2025Q1: 124,950 shares; 2025Q2: 123,139 shares; 2025Q3: 117,061 shares 117,061 $3.69M 0.01% -6,078 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 11,952 shares; 2025Q1: 10,833 shares; 2025Q2: 13,071 shares; 2025Q3: 8,550 shares 8,550 $3.64M 0.01% -4,521 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,257 shares; 2024Q4: 15,924 shares; 2025Q1: 15,607 shares; 2025Q2: 10,851 shares; 2025Q3: 10,493 shares 10,493 $3.61M 0.01% -358 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,326 shares; 2024Q4: 28,684 shares; 2025Q1: 27,350 shares; 2025Q2: 26,239 shares; 2025Q3: 22,837 shares 22,837 $3.58M 0.01% -3,402 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,268 shares; 2024Q4: 38,025 shares; 2025Q1: 34,351 shares; 2025Q2: 35,768 shares; 2025Q3: 31,639 shares 31,639 $3.58M 0.01% -4,129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 14,037 shares; 2025Q1: 14,932 shares; 2025Q2: 14,982 shares; 2025Q3: 11,055 shares 11,055 $3.58M 0.01% -3,927 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,090 shares; 2024Q4: 166,436 shares; 2025Q1: 165,563 shares; 2025Q2: 165,510 shares; 2025Q3: 165,510 shares 165,510 $3.48M 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,668 shares; 2024Q4: 19,838 shares; 2025Q1: 18,301 shares; 2025Q2: 17,170 shares; 2025Q3: 14,709 shares 14,709 $3.46M 0.01% -2,461 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,383 shares; 2024Q4: 41,046 shares; 2025Q1: 33,250 shares; 2025Q2: 28,266 shares; 2025Q3: 24,301 shares 24,301 $3.45M 0.01% -3,965 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,078 shares; 2024Q4: 41,866 shares; 2025Q1: 38,494 shares; 2025Q2: 40,034 shares; 2025Q3: 42,247 shares 42,247 $3.42M 0.01% +2,213 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 33,479 shares; 2025Q1: 31,264 shares; 2025Q2: 29,274 shares; 2025Q3: 20,421 shares 20,421 $3.42M 0.01% -8,853 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,328 shares; 2025Q1: 5,066 shares; 2025Q2: 4,831 shares; 2025Q3: 4,124 shares 4,124 $3.4M 0.01% -707 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,752 shares; 2024Q4: 115,574 shares; 2025Q1: 69,437 shares; 2025Q2: 69,744 shares; 2025Q3: 69,895 shares 69,895 $3.4M 0.01% +151 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 11,497 shares; 2025Q1: 8,958 shares; 2025Q2: 8,958 shares; 2025Q3: 8,944 shares 8,944 $3.39M 0.01% -14 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,483 shares; 2024Q4: 59,091 shares; 2025Q1: 55,860 shares; 2025Q2: 53,927 shares; 2025Q3: 49,776 shares 49,776 $3.36M 0.01% -4,151 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 15,038 shares; 2025Q1: 14,212 shares; 2025Q2: 13,953 shares; 2025Q3: 4,251 shares 4,251 $3.33M 0.01% -9,702 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,783 shares; 2024Q4: 20,551 shares; 2025Q1: 21,176 shares; 2025Q2: 19,726 shares; 2025Q3: 16,130 shares 16,130 $3.3M 0.01% -3,596 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,858 shares; 2024Q4: 78,816 shares; 2025Q1: 79,925 shares; 2025Q2: 80,227 shares; 2025Q3: 18,507 shares 18,507 $3.3M 0.01% -61,720 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,350 shares; 2024Q4: 51,350 shares; 2025Q1: 51,350 shares; 2025Q2: 51,350 shares; 2025Q3: 51,350 shares 51,350 $3.27M 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,181 shares; 2024Q4: 675,381 shares; 2025Q1: 674,196 shares; 2025Q2: 656,885 shares; 2025Q3: 176,763 shares 176,763 $3.24M 0.01% -480,122 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,420 shares; 2024Q4: 19,626 shares; 2025Q1: 18,020 shares; 2025Q2: 19,794 shares; 2025Q3: 12,552 shares 12,552 $3.22M 0.01% -7,242 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,132 shares; 2024Q4: 33,098 shares; 2025Q1: 30,965 shares; 2025Q2: 30,869 shares; 2025Q3: 29,059 shares 29,059 $3.22M 0.01% -1,810 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,284 shares; 2025Q1: 36,377 shares; 2025Q2: 38,071 shares; 2025Q3: 37,251 shares 37,251 $3.19M 0.01% -820 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,635 shares; 2024Q4: 140,343 shares; 2025Q1: 131,303 shares; 2025Q2: 139,052 shares; 2025Q3: 129,378 shares 129,378 $3.18M 0.01% -9,674 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,825 shares; 2024Q4: 46,771 shares; 2025Q1: 41,631 shares; 2025Q2: 41,779 shares; 2025Q3: 26,299 shares 26,299 $3.15M 0.01% -15,480 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,278 shares; 2024Q4: 77,435 shares; 2025Q1: 47,604 shares; 2025Q2: 42,084 shares; 2025Q3: 39,436 shares 39,436 $3.15M 0.01% -2,648 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,159 shares; 2024Q4: 37,015 shares; 2025Q1: 29,493 shares; 2025Q2: 72,432 shares; 2025Q3: 68,329 shares 68,329 $3.13M 0.01% -4,103 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,407 shares; 2024Q4: 142,767 shares; 2025Q1: 131,488 shares; 2025Q2: 129,448 shares; 2025Q3: 114,691 shares 114,691 $3.12M 0.01% -14,757 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,805 shares; 2024Q4: 50,906 shares; 2025Q1: 53,205 shares; 2025Q2: 54,489 shares; 2025Q3: 58,817 shares 58,817 $3.12M 0.01% +4,328 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,447 shares; 2024Q4: 45,909 shares; 2025Q1: 31,883 shares; 2025Q2: 33,885 shares; 2025Q3: 32,746 shares 32,746 $3.1M 0.01% -1,139 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,645 shares; 2024Q4: 8,608 shares; 2025Q1: 7,868 shares; 2025Q2: 8,203 shares; 2025Q3: 6,802 shares 6,802 $3.1M 0.01% -1,401 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,174 shares; 2024Q4: 44,128 shares; 2025Q1: 40,467 shares; 2025Q2: 39,453 shares; 2025Q3: 33,937 shares 33,937 $3.09M 0.01% -5,516 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,681 shares; 2024Q4: 81,482 shares; 2025Q1: 99,351 shares; 2025Q2: 89,064 shares; 2025Q3: 82,190 shares 82,190 $3.05M 0.01% -6,874 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,146 shares; 2024Q4: 95,598 shares; 2025Q1: 87,108 shares; 2025Q2: 84,528 shares; 2025Q3: 67,904 shares 67,904 $3.05M 0.01% -16,624 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 8,760 shares; 2025Q1: 8,408 shares; 2025Q2: 9,853 shares; 2025Q3: 9,031 shares 9,031 $3.05M 0.01% -822 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,052 shares; 2024Q4: 30,360 shares; 2025Q1: 11,156 shares; 2025Q2: 10,098 shares; 2025Q3: 12,695 shares 12,695 $3.04M 0.01% +2,597 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,830 shares; 2024Q4: 57,660 shares; 2025Q1: 45,549 shares; 2025Q2: 46,738 shares; 2025Q3: 48,920 shares 48,920 $3.01M 0.01% +2,182 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,703 shares; 2024Q4: 57,871 shares; 2025Q1: 18,167 shares; 2025Q2: 17,554 shares; 2025Q3: 16,294 shares 16,294 $3M 0.01% -1,260 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,368 shares; 2025Q1: 5,086 shares; 2025Q2: 5,929 shares; 2025Q3: 5,339 shares 5,339 $3M 0.01% -590 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,819 shares; 2024Q4: 23,856 shares; 2025Q1: 21,569 shares; 2025Q2: 19,988 shares; 2025Q3: 18,428 shares 18,428 $2.99M 0.01% -1,560 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,266 shares; 2024Q4: 104,280 shares; 2025Q1: 98,541 shares; 2025Q2: 85,730 shares; 2025Q3: 70,892 shares 70,892 $2.99M 0.01% -14,838 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,184 shares; 2024Q4: 116,255 shares; 2025Q1: 97,680 shares; 2025Q2: 95,340 shares; 2025Q3: 75,561 shares 75,561 $2.96M 0.01% -19,779 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 8,829 shares; 2025Q1: 8,485 shares; 2025Q2: 8,651 shares; 2025Q3: 9,445 shares 9,445 $2.92M 0.01% +794 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,615 shares; 2024Q4: 15,932 shares; 2025Q1: 14,130 shares; 2025Q2: 15,485 shares; 2025Q3: 12,872 shares 12,872 $2.9M 0.01% -2,613 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,765 shares; 2024Q4: 52,540 shares; 2025Q1: 59,992 shares; 2025Q2: 54,164 shares; 2025Q3: 50,065 shares 50,065 $2.88M 0.01% -4,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,873 shares; 2024Q4: 60,593 shares; 2025Q1: 51,313 shares; 2025Q2: 52,662 shares; 2025Q3: 42,354 shares 42,354 $2.85M 0.01% -10,308 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,437 shares; 2024Q4: 31,423 shares; 2025Q1: 30,780 shares; 2025Q2: 29,171 shares; 2025Q3: 29,746 shares 29,746 $2.84M 0.01% +575 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,826 shares; 2024Q4: 6,425 shares; 2025Q1: 5,514 shares; 2025Q2: 5,769 shares; 2025Q3: 5,422 shares 5,422 $2.84M 0.01% -347 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 27,704 shares; 2025Q1: 24,300 shares; 2025Q2: 24,300 shares; 2025Q3: 24,300 shares 24,300 $2.84M 0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,602 shares; 2024Q4: 72,753 shares; 2025Q1: 68,054 shares; 2025Q2: 56,659 shares; 2025Q3: 50,222 shares 50,222 $2.83M 0.01% -6,437 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,047 shares; 2024Q4: 30,058 shares; 2025Q1: 27,499 shares; 2025Q2: 26,500 shares; 2025Q3: 22,012 shares 22,012 $2.83M 0.01% -4,488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,247 shares; 2024Q4: 42,200 shares; 2025Q1: 20,492 shares; 2025Q2: 21,526 shares; 2025Q3: 20,290 shares 20,290 $2.82M 0.01% -1,236 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,520 shares; 2025Q1: 13,416 shares; 2025Q2: 13,803 shares; 2025Q3: 14,767 shares 14,767 $2.82M 0.01% +964 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 14,590 shares; 2025Q1: 14,590 shares; 2025Q2: 14,175 shares; 2025Q3: 26,265 shares 26,265 $2.82M 0.01% +12,090 Timeline