AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546,502 shares; 2024Q4: 5,536,580 shares; 2025Q1: 5,147,202 shares; 2025Q2: 4,901,724 shares; 2025Q3: 4,646,711 shares; 2025Q4: 4,780,670 shares 4,780,670 $1.3B 4.17% +133,959 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,042,709 shares; 2024Q4: 14,214,365 shares; 2025Q1: 14,053,090 shares; 2025Q2: 14,151,324 shares; 2025Q3: 13,765,060 shares; 2025Q4: 13,688,589 shares 13,688,589 $1.22B 3.93% -76,471 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828,962 shares; 2024Q4: 2,755,299 shares; 2025Q1: 2,532,849 shares; 2025Q2: 2,560,776 shares; 2025Q3: 2,529,809 shares; 2025Q4: 2,525,752 shares 2,525,752 $1.2B 3.84% -4,057 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108,511 shares; 2024Q4: 3,083,704 shares; 2025Q1: 2,811,818 shares; 2025Q2: 2,923,970 shares; 2025Q3: 2,833,777 shares; 2025Q4: 2,831,032 shares 2,831,032 $1.06B 3.39% -2,745 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391,500 shares; 2024Q4: 2,363,269 shares; 2025Q1: 2,193,682 shares; 2025Q2: 2,106,815 shares; 2025Q3: 1,966,750 shares; 2025Q4: 2,027,311 shares 2,027,311 $980M 3.15% +60,561 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415,334 shares; 2024Q4: 1,353,402 shares; 2025Q1: 1,364,549 shares; 2025Q2: 1,326,911 shares; 2025Q3: 1,298,278 shares; 2025Q4: 1,309,001 shares 1,309,001 $897M 2.88% +10,723 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547,779 shares; 2024Q4: 3,720,837 shares; 2025Q1: 3,804,155 shares; 2025Q2: 3,931,029 shares; 2025Q3: 3,752,351 shares; 2025Q4: 3,785,045 shares 3,785,045 $796M 2.56% +32,694 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858,775 shares; 2024Q4: 3,867,334 shares; 2025Q1: 3,692,031 shares; 2025Q2: 3,664,654 shares; 2025Q3: 3,331,994 shares; 2025Q4: 3,618,805 shares 3,618,805 $675M 2.17% +286,811 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,981,849 shares; 2024Q4: 10,985,090 shares; 2025Q1: 9,869,201 shares; 2025Q2: 9,836,743 shares; 2025Q3: 9,193,276 shares; 2025Q4: 9,739,323 shares 9,739,323 $655M 2.1% +546,047 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318,408 shares; 2024Q4: 2,305,667 shares; 2025Q1: 2,186,880 shares; 2025Q2: 2,098,491 shares; 2025Q3: 2,010,354 shares; 2025Q4: 2,025,228 shares 2,025,228 $636M 2.04% +14,874 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050,192 shares; 2024Q4: 3,805,400 shares; 2025Q1: 3,351,948 shares; 2025Q2: 3,315,645 shares; 2025Q3: 3,180,978 shares; 2025Q4: 3,114,818 shares 3,114,818 $619M 1.99% -66,160 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073,655 shares; 2024Q4: 2,050,096 shares; 2025Q1: 1,929,825 shares; 2025Q2: 1,851,758 shares; 2025Q3: 1,780,620 shares; 2025Q4: 1,798,010 shares 1,798,010 $579M 1.86% +17,390 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036,807 shares; 2024Q4: 2,775,011 shares; 2025Q1: 2,357,060 shares; 2025Q2: 2,353,290 shares; 2025Q3: 2,255,781 shares; 2025Q4: 2,229,744 shares 2,229,744 $549M 1.76% -26,037 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826,618 shares; 2024Q4: 1,808,093 shares; 2025Q1: 1,730,091 shares; 2025Q2: 1,706,662 shares; 2025Q3: 1,543,315 shares; 2025Q4: 1,571,477 shares 1,571,477 $544M 1.75% +28,162 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667,296 shares; 2024Q4: 4,630,622 shares; 2025Q1: 4,509,559 shares; 2025Q2: 4,250,432 shares; 2025Q3: 4,116,504 shares; 2025Q4: 4,050,582 shares 4,050,582 $499M 1.6% -65,922 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420,354 shares; 2024Q4: 2,498,517 shares; 2025Q1: 2,295,071 shares; 2025Q2: 2,165,153 shares; 2025Q3: 1,997,860 shares; 2025Q4: 2,116,071 shares 2,116,071 $488M 1.57% +118,211 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,799 shares; 2024Q4: 534,193 shares; 2025Q1: 529,998 shares; 2025Q2: 558,566 shares; 2025Q3: 547,809 shares; 2025Q4: 523,032 shares 523,032 $357M 1.15% -24,777 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965,058 shares; 2024Q4: 6,030,601 shares; 2025Q1: 6,022,792 shares; 2025Q2: 5,785,694 shares; 2025Q3: 5,629,496 shares; 2025Q4: 5,662,009 shares 5,662,009 $354M 1.14% +32,513 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,837,835 shares; 2024Q4: 1,709,339 shares; 2025Q1: 1,654,334 shares; 2025Q2: 1,651,181 shares; 2025Q3: 1,588,183 shares; 2025Q4: 1,579,067 shares 1,579,067 $327M 1.05% -9,116 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115,331 shares; 2024Q4: 1,122,899 shares; 2025Q1: 1,080,483 shares; 2025Q2: 1,070,547 shares; 2025Q3: 951,609 shares; 2025Q4: 1,020,091 shares 1,020,091 $319M 1.03% +68,482 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697,340 shares; 2024Q4: 1,489,161 shares; 2025Q1: 1,487,373 shares; 2025Q2: 1,486,878 shares; 2025Q3: 1,486,712 shares; 2025Q4: 1,490,449 shares 1,490,449 $300M 0.96% +3,737 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,407 shares; 2024Q4: 462,417 shares; 2025Q1: 451,144 shares; 2025Q2: 479,022 shares; 2025Q3: 480,452 shares; 2025Q4: 478,502 shares 478,502 $300M 0.96% -1,950 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040,247 shares; 2024Q4: 3,216,078 shares; 2025Q1: 3,395,931 shares; 2025Q2: 3,467,056 shares; 2025Q3: 3,808,996 shares; 2025Q4: 3,837,282 shares 3,837,282 $284M 0.91% +28,286 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,872 shares; 2024Q4: 528,288 shares; 2025Q1: 470,288 shares; 2025Q2: 409,859 shares; 2025Q3: 383,798 shares; 2025Q4: 411,293 shares 411,293 $271M 0.87% +27,495 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,822 shares; 2024Q4: 260,824 shares; 2025Q1: 246,654 shares; 2025Q2: 253,965 shares; 2025Q3: 244,152 shares; 2025Q4: 250,692 shares 250,692 $269M 0.86% +6,540 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,271 shares; 2025Q1: 4,916,092 shares; 2025Q2: 5,689,431 shares; 2025Q3: 5,824,182 shares; 2025Q4: 5,903,654 shares 5,903,654 $253M 0.81% +79,472 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,429 shares; 2024Q4: 430,401 shares; 2025Q1: 409,849 shares; 2025Q2: 405,689 shares; 2025Q3: 387,787 shares; 2025Q4: 398,166 shares 398,166 $227M 0.73% +10,379 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,317 shares; 2024Q4: 977,395 shares; 2025Q1: 942,310 shares; 2025Q2: 922,338 shares; 2025Q3: 955,609 shares; 2025Q4: 974,987 shares 974,987 $223M 0.72% +19,378 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012,472 shares; 2024Q4: 1,984,682 shares; 2025Q1: 1,863,199 shares; 2025Q2: 1,781,387 shares; 2025Q3: 1,808,590 shares; 2025Q4: 1,843,656 shares 1,843,656 $222M 0.71% +35,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,568,517 shares; 2025Q4: 4,235,792 shares 4,235,792 $216M 0.69% -332,725 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,952 shares; 2024Q4: 632,820 shares; 2025Q1: 610,930 shares; 2025Q2: 598,258 shares; 2025Q3: 580,956 shares; 2025Q4: 581,533 shares 581,533 $200M 0.64% +577 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; 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; 2025Q4: 3,389,876 shares 3,389,876 $199M 0.64% +85,360 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853,418 shares; 2024Q4: 2,818,869 shares; 2025Q1: 2,686,260 shares; 2025Q2: 2,660,825 shares; 2025Q3: 2,507,166 shares; 2025Q4: 2,577,304 shares 2,577,304 $199M 0.64% +70,138 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486,840 shares; 2024Q4: 3,628,125 shares; 2025Q1: 3,492,101 shares; 2025Q2: 3,420,879 shares; 2025Q3: 3,218,606 shares; 2025Q4: 3,369,067 shares 3,369,067 $185M 0.59% +150,461 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154,299 shares; 2024Q4: 1,045,357 shares; 2025Q1: 1,049,237 shares; 2025Q2: 1,012,549 shares; 2025Q3: 994,564 shares; 2025Q4: 1,018,005 shares 1,018,005 $184M 0.59% +23,441 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,940 shares; 2024Q4: 1,512,795 shares; 2025Q1: 1,420,537 shares; 2025Q2: 1,339,519 shares; 2025Q3: 1,268,758 shares; 2025Q4: 1,245,846 shares 1,245,846 $179M 0.57% -22,912 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,920 shares; 2024Q4: 957,583 shares; 2025Q1: 930,804 shares; 2025Q2: 864,195 shares; 2025Q3: 848,999 shares; 2025Q4: 819,173 shares 819,173 $174M 0.56% -29,826 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938,185 shares; 2024Q4: 942,808 shares; 2025Q1: 909,165 shares; 2025Q2: 872,967 shares; 2025Q3: 865,010 shares; 2025Q4: 881,649 shares 881,649 $172M 0.55% +16,639 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,633 shares; 2024Q4: 222,944 shares; 2025Q1: 207,048 shares; 2025Q2: 203,946 shares; 2025Q3: 194,745 shares; 2025Q4: 198,776 shares 198,776 $171M 0.55% +4,031 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,421 shares; 2025Q1: 156,116 shares; 2025Q2: 154,891 shares; 2025Q3: 147,803 shares; 2025Q4: 149,140 shares 149,140 $160M 0.51% +1,337 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001,019 shares; 2024Q4: 2,073,154 shares; 2025Q1: 2,009,978 shares; 2025Q2: 1,991,117 shares; 2025Q3: 1,627,985 shares; 2025Q4: 1,626,722 shares 1,626,722 $156M 0.5% -1,263 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204,554 shares; 2024Q4: 2,147,813 shares; 2025Q1: 1,997,919 shares; 2025Q2: 1,610,987 shares; 2025Q3: 1,498,837 shares; 2025Q4: 1,476,206 shares 1,476,206 $155M 0.5% -22,631 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,442 shares; 2024Q4: 356,388 shares; 2025Q1: 327,854 shares; 2025Q2: 331,039 shares; 2025Q3: 310,317 shares; 2025Q4: 342,603 shares 342,603 $154M 0.49% +32,286 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216,128 shares; 2024Q4: 1,190,862 shares; 2025Q1: 1,125,368 shares; 2025Q2: 1,087,183 shares; 2025Q3: 1,056,567 shares; 2025Q4: 1,063,851 shares 1,063,851 $153M 0.49% +7,284 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066,678 shares; 2024Q4: 1,054,788 shares; 2025Q1: 1,013,925 shares; 2025Q2: 984,545 shares; 2025Q3: 947,607 shares; 2025Q4: 965,402 shares 965,402 $147M 0.47% +17,795 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,699 shares; 2024Q4: 848,958 shares; 2025Q1: 814,633 shares; 2025Q2: 817,487 shares; 2025Q3: 772,076 shares; 2025Q4: 798,576 shares 798,576 $142M 0.46% +26,500 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,860 shares; 2024Q4: not reported; 2025Q1: 296,904 shares; 2025Q2: 292,106 shares; 2025Q3: 261,099 shares; 2025Q4: 281,923 shares 281,923 $142M 0.45% +20,824 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,947 shares; 2024Q4: 903,544 shares; 2025Q1: 883,601 shares; 2025Q2: 849,975 shares; 2025Q3: 806,050 shares; 2025Q4: 821,913 shares 821,913 $141M 0.45% +15,863 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705,788 shares; 2024Q4: 2,693,368 shares; 2025Q1: 2,641,863 shares; 2025Q2: 2,584,050 shares; 2025Q3: 2,511,078 shares; 2025Q4: 2,504,068 shares 2,504,068 $135M 0.43% -7,010 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077,000 shares; 2024Q4: 2,052,722 shares; 2025Q1: 1,973,023 shares; 2025Q2: 1,943,148 shares; 2025Q3: 1,905,854 shares; 2025Q4: 1,850,532 shares 1,850,532 $124M 0.4% -55,322 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961,328 shares; 2024Q4: 4,481,366 shares; 2025Q1: 4,917,036 shares; 2025Q2: 4,912,571 shares; 2025Q3: 4,791,133 shares; 2025Q4: 4,765,751 shares 4,765,751 $119M 0.38% -25,382 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,523 shares; 2024Q4: 1,141,600 shares; 2025Q1: 1,136,002 shares; 2025Q2: 1,044,957 shares; 2025Q3: 992,167 shares; 2025Q4: 983,702 shares 983,702 $118M 0.38% -8,465 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,054 shares; 2024Q4: 432,912 shares; 2025Q1: 404,741 shares; 2025Q2: 421,252 shares; 2025Q3: 421,444 shares; 2025Q4: 429,167 shares 429,167 $116M 0.37% +7,723 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,758 shares; 2024Q4: 443,006 shares; 2025Q1: 425,250 shares; 2025Q2: 422,817 shares; 2025Q3: 400,863 shares; 2025Q4: 392,852 shares 392,852 $116M 0.37% -8,011 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,822 shares; 2024Q4: 420,058 shares; 2025Q1: 392,561 shares; 2025Q2: 366,505 shares; 2025Q3: 354,920 shares; 2025Q4: 354,317 shares 354,317 $114M 0.37% -603 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,221 shares; 2024Q4: 209,683 shares; 2025Q1: 202,175 shares; 2025Q2: 209,922 shares; 2025Q3: 200,328 shares; 2025Q4: 199,603 shares 199,603 $114M 0.37% -725 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,446 shares; 2024Q4: 532,754 shares; 2025Q1: 478,217 shares; 2025Q2: 417,709 shares; 2025Q3: 471,084 shares; 2025Q4: 475,107 shares 475,107 $110M 0.35% +4,023 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,493 shares; 2024Q4: 978,067 shares; 2025Q1: 918,225 shares; 2025Q2: 883,084 shares; 2025Q3: 850,280 shares; 2025Q4: 857,990 shares 857,990 $107M 0.35% +7,710 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,701 shares; 2024Q4: 165,965 shares; 2025Q1: 161,206 shares; 2025Q2: 149,059 shares; 2025Q3: 139,421 shares; 2025Q4: 139,299 shares 139,299 $105M 0.34% -122 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,714 shares; 2024Q4: 245,699 shares; 2025Q1: 253,257 shares; 2025Q2: 319,890 shares; 2025Q3: 331,320 shares; 2025Q4: 333,892 shares 333,892 $101M 0.33% +2,572 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,909 shares; 2024Q4: 317,486 shares; 2025Q1: 311,387 shares; 2025Q2: 302,019 shares; 2025Q3: 272,918 shares; 2025Q4: 288,366 shares 288,366 $101M 0.32% +15,448 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,497 shares; 2024Q4: 495,675 shares; 2025Q1: 459,054 shares; 2025Q2: 446,321 shares; 2025Q3: 432,783 shares; 2025Q4: 438,768 shares 438,768 $100M 0.32% +5,985 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937,635 shares; 2024Q4: 927,213 shares; 2025Q1: 857,045 shares; 2025Q2: 851,184 shares; 2025Q3: 791,908 shares; 2025Q4: 819,265 shares 819,265 $98.1M 0.31% +27,357 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743,097 shares; 2024Q4: 734,248 shares; 2025Q1: 705,317 shares; 2025Q2: 678,681 shares; 2025Q3: 598,222 shares; 2025Q4: 610,306 shares 610,306 $97.9M 0.31% +12,084 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,351 shares; 2024Q4: 594,990 shares; 2025Q1: 570,682 shares; 2025Q2: 555,191 shares; 2025Q3: 528,924 shares; 2025Q4: 525,035 shares 525,035 $96.3M 0.31% -3,889 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,747 shares; 2024Q4: 1,212,263 shares; 2025Q1: 1,173,709 shares; 2025Q2: 1,055,591 shares; 2025Q3: 1,027,475 shares; 2025Q4: 1,009,206 shares 1,009,206 $94.5M 0.3% -18,269 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,513 shares; 2024Q4: 354,978 shares; 2025Q1: 333,104 shares; 2025Q2: 319,078 shares; 2025Q3: 303,865 shares; 2025Q4: 306,500 shares 306,500 $93.7M 0.3% +2,635 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381,503 shares; 2024Q4: 1,558,050 shares; 2025Q1: 1,604,635 shares; 2025Q2: 1,573,707 shares; 2025Q3: 1,441,736 shares; 2025Q4: 1,398,363 shares 1,398,363 $92.3M 0.3% -43,373 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603,448 shares; 2024Q4: 2,578,657 shares; 2025Q1: 1,454,948 shares; 2025Q2: 1,417,626 shares; 2025Q3: 1,326,086 shares; 2025Q4: 1,288,135 shares 1,288,135 $92M 0.3% -37,951 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,791 shares; 2024Q4: 235,050 shares; 2025Q1: 192,941 shares; 2025Q2: 191,594 shares; 2025Q3: 179,653 shares; 2025Q4: 184,005 shares 184,005 $89M 0.29% +4,352 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,160 shares; 2024Q4: 137,576 shares; 2025Q1: 143,652 shares; 2025Q2: 138,319 shares; 2025Q3: 141,205 shares; 2025Q4: 143,305 shares 143,305 $88M 0.28% +2,100 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,326 shares; 2024Q4: 912,941 shares; 2025Q1: 841,461 shares; 2025Q2: 822,127 shares; 2025Q3: 772,377 shares; 2025Q4: 766,692 shares 766,692 $87.2M 0.28% -5,685 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,590 shares; 2024Q4: 225,622 shares; 2025Q1: 213,865 shares; 2025Q2: 283,249 shares; 2025Q3: 260,100 shares; 2025Q4: 263,728 shares 263,728 $87.1M 0.28% +3,628 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,191 shares; 2024Q4: 722,485 shares; 2025Q1: 729,416 shares; 2025Q2: 742,387 shares; 2025Q3: 702,611 shares; 2025Q4: 687,570 shares 687,570 $83.6M 0.27% -15,041 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,352 shares; 2024Q4: 1,430,807 shares; 2025Q1: 1,357,414 shares; 2025Q2: 1,318,677 shares; 2025Q3: 1,227,126 shares; 2025Q4: 1,181,651 shares 1,181,651 $82.6M 0.27% -45,475 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,721 shares; 2024Q4: 360,435 shares; 2025Q1: 360,634 shares; 2025Q2: 351,556 shares; 2025Q3: 338,086 shares; 2025Q4: 329,303 shares 329,303 $81.3M 0.26% -8,783 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,105 shares; 2024Q4: 281,072 shares; 2025Q1: 280,465 shares; 2025Q2: 311,926 shares; 2025Q3: 314,766 shares; 2025Q4: 313,812 shares 313,812 $80.9M 0.26% -954 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,610 shares; 2024Q4: 366,336 shares; 2025Q1: 348,475 shares; 2025Q2: 331,381 shares; 2025Q3: 320,726 shares; 2025Q4: 313,165 shares 313,165 $80.6M 0.26% -7,561 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032,082 shares; 2024Q4: 1,045,902 shares; 2025Q1: 1,039,265 shares; 2025Q2: 1,019,547 shares; 2025Q3: 978,843 shares; 2025Q4: 999,593 shares 999,593 $80.2M 0.26% +20,750 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,669 shares; 2024Q4: 694,501 shares; 2025Q1: 661,727 shares; 2025Q2: 694,026 shares; 2025Q3: 667,178 shares; 2025Q4: 681,813 shares 681,813 $78.6M 0.25% +14,635 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,488 shares; 2024Q4: 310,539 shares; 2025Q1: 289,389 shares; 2025Q2: 295,042 shares; 2025Q3: 283,863 shares; 2025Q4: 295,509 shares 295,509 $75.9M 0.24% +11,646 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,108 shares; 2024Q4: 468,485 shares; 2025Q1: 446,620 shares; 2025Q2: 419,261 shares; 2025Q3: 550,176 shares; 2025Q4: 536,272 shares 536,272 $75.7M 0.24% -13,904 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,136 shares; 2024Q4: 525,415 shares; 2025Q1: 516,050 shares; 2025Q2: 503,649 shares; 2025Q3: 522,356 shares; 2025Q4: 520,920 shares 520,920 $72.6M 0.23% -1,436 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,852 shares; 2024Q4: 718,531 shares; 2025Q1: 680,087 shares; 2025Q2: 656,728 shares; 2025Q3: 598,082 shares; 2025Q4: 649,809 shares 649,809 $72.4M 0.23% +51,727 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,532 shares; 2024Q4: 332,145 shares; 2025Q1: 310,484 shares; 2025Q2: 305,103 shares; 2025Q3: 285,421 shares; 2025Q4: 290,634 shares 290,634 $70.1M 0.23% +5,213 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,325 shares; 2024Q4: 161,205 shares; 2025Q1: 148,888 shares; 2025Q2: 150,084 shares; 2025Q3: 143,462 shares; 2025Q4: 146,004 shares 146,004 $68M 0.22% +2,542 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,874 shares; 2024Q4: 523,600 shares; 2025Q1: 480,574 shares; 2025Q2: 466,528 shares; 2025Q3: 437,622 shares; 2025Q4: 440,211 shares 440,211 $67.6M 0.22% +2,589 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,596 shares; 2024Q4: 705,145 shares; 2025Q1: 655,694 shares; 2025Q2: 618,385 shares; 2025Q3: 606,785 shares; 2025Q4: 592,013 shares 592,013 $67.4M 0.22% -14,772 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800,183 shares 800,183 $65.3M 0.21% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,503 shares; 2024Q4: 1,724,523 shares; 2025Q1: 1,671,112 shares; 2025Q2: 1,663,459 shares; 2025Q3: 1,650,475 shares; 2025Q4: 1,588,926 shares 1,588,926 $63.9M 0.21% -61,549 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890,051 shares; 2024Q4: 2,496,821 shares; 2025Q1: 2,528,356 shares; 2025Q2: 2,568,968 shares; 2025Q3: 2,355,610 shares; 2025Q4: 2,539,541 shares 2,539,541 $63.2M 0.2% +183,931 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,395 shares; 2024Q4: 1,216,170 shares; 2025Q1: 652,019 shares; 2025Q2: 595,125 shares; 2025Q3: 586,651 shares; 2025Q4: 553,768 shares 553,768 $63M 0.2% -32,883 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,795 shares; 2024Q4: 204,025 shares; 2025Q1: 190,501 shares; 2025Q2: 204,081 shares; 2025Q3: 194,450 shares; 2025Q4: 204,309 shares 204,309 $62.9M 0.2% +9,859 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,317 shares; 2024Q4: 521,390 shares; 2025Q1: 507,283 shares; 2025Q2: 493,201 shares; 2025Q3: 484,620 shares; 2025Q4: 479,039 shares 479,039 $61.8M 0.2% -5,581 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,382 shares; 2024Q4: 1,311,341 shares; 2025Q1: 1,420,730 shares; 2025Q2: 1,404,433 shares; 2025Q3: 1,278,055 shares; 2025Q4: 1,489,428 shares 1,489,428 $60.7M 0.19% +211,373 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 12,519 shares; 2025Q1: 11,387 shares; 2025Q2: 11,306 shares; 2025Q3: 10,821 shares; 2025Q4: 11,315 shares 11,315 $60.6M 0.19% +494 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,950 shares; 2024Q4: 174,598 shares; 2025Q1: 169,211 shares; 2025Q2: 164,364 shares; 2025Q3: 157,104 shares; 2025Q4: 161,213 shares 161,213 $59.6M 0.19% +4,109 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,655 shares; 2024Q4: 275,854 shares; 2025Q1: 297,069 shares; 2025Q2: 301,395 shares; 2025Q3: 312,819 shares; 2025Q4: 308,142 shares 308,142 $58.9M 0.19% -4,677 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,102 shares; 2024Q4: 791,610 shares; 2025Q1: 781,402 shares; 2025Q2: 773,766 shares; 2025Q3: 719,588 shares; 2025Q4: 740,420 shares 740,420 $58.4M 0.19% +20,832 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,967 shares; 2024Q4: 518,289 shares; 2025Q1: 490,211 shares; 2025Q2: 460,506 shares; 2025Q3: 448,956 shares; 2025Q4: 438,719 shares 438,719 $58.2M 0.19% -10,237 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,347 shares; 2024Q4: 110,969 shares; 2025Q1: 104,678 shares; 2025Q2: 99,360 shares; 2025Q3: 94,571 shares; 2025Q4: 98,502 shares 98,502 $57.1M 0.18% +3,931 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,236 shares; 2024Q4: 306,473 shares; 2025Q1: 292,841 shares; 2025Q2: 231,486 shares; 2025Q3: 170,870 shares; 2025Q4: 170,998 shares 170,998 $56M 0.18% +128 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,805 shares; 2024Q4: 109,882 shares; 2025Q1: 113,056 shares; 2025Q2: 99,497 shares; 2025Q3: 109,338 shares; 2025Q4: 113,131 shares 113,131 $55.2M 0.18% +3,793 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; 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; 2025Q4: 1,046,425 shares 1,046,425 $54.8M 0.18% +30,165 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,449 shares; 2024Q4: 928,084 shares; 2025Q1: 897,930 shares; 2025Q2: 880,514 shares; 2025Q3: 826,641 shares; 2025Q4: 645,905 shares 645,905 $54.7M 0.18% -180,736 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,463 shares; 2024Q4: 373,338 shares; 2025Q1: 356,155 shares; 2025Q2: 352,928 shares; 2025Q3: 339,871 shares; 2025Q4: 334,256 shares 334,256 $54.4M 0.17% -5,615 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,274 shares; 2024Q4: 593,504 shares; 2025Q1: 553,915 shares; 2025Q2: 546,464 shares; 2025Q3: 526,043 shares; 2025Q4: 516,482 shares 516,482 $54.2M 0.17% -9,561 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,380 shares; 2024Q4: 240,673 shares; 2025Q1: 239,393 shares; 2025Q2: 235,631 shares; 2025Q3: 223,347 shares; 2025Q4: 201,735 shares 201,735 $54.1M 0.17% -21,612 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,507 shares; 2024Q4: 534,326 shares; 2025Q1: 532,277 shares; 2025Q2: 530,265 shares; 2025Q3: 548,319 shares; 2025Q4: 566,945 shares 566,945 $53.9M 0.17% +18,626 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; 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; 2025Q4: 1,344,239 shares 1,344,239 $53.2M 0.17% +32,947 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,691 shares; 2024Q4: 550,996 shares; 2025Q1: 608,635 shares; 2025Q2: 558,748 shares; 2025Q3: 554,316 shares; 2025Q4: 532,245 shares 532,245 $53.2M 0.17% -22,071 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,613 shares; 2024Q4: 183,748 shares; 2025Q1: 171,115 shares; 2025Q2: 164,088 shares; 2025Q3: 159,351 shares; 2025Q4: 161,427 shares 161,427 $52.3M 0.17% +2,076 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,742 shares; 2024Q4: 423,071 shares; 2025Q1: 398,929 shares; 2025Q2: 517,672 shares; 2025Q3: 519,886 shares; 2025Q4: 523,496 shares 523,496 $51.2M 0.16% +3,610 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712,161 shares; 2024Q4: 729,316 shares; 2025Q1: 712,774 shares; 2025Q2: 504,487 shares; 2025Q3: 483,913 shares; 2025Q4: 479,423 shares 479,423 $48.9M 0.16% -4,490 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,210 shares; 2024Q4: 292,815 shares; 2025Q1: 250,073 shares; 2025Q2: 249,180 shares; 2025Q3: 232,979 shares; 2025Q4: 248,911 shares 248,911 $48.6M 0.16% +15,932 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,069 shares; 2024Q4: 149,786 shares; 2025Q1: 173,625 shares; 2025Q2: 174,237 shares; 2025Q3: 163,020 shares; 2025Q4: 177,647 shares 177,647 $48.5M 0.16% +14,627 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,962 shares; 2024Q4: 535,760 shares; 2025Q1: 507,027 shares; 2025Q2: 528,620 shares; 2025Q3: 477,321 shares; 2025Q4: 503,184 shares 503,184 $48.3M 0.16% +25,863 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,150 shares; 2024Q4: 612,030 shares; 2025Q1: 589,788 shares; 2025Q2: 557,176 shares; 2025Q3: 513,492 shares; 2025Q4: 540,174 shares 540,174 $45.5M 0.15% +26,682 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; 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; 2025Q4: 995,569 shares 995,569 $45.4M 0.15% +29,222 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,099 shares; 2024Q4: 266,855 shares; 2025Q1: 255,126 shares; 2025Q2: 240,706 shares; 2025Q3: 242,571 shares; 2025Q4: 259,845 shares 259,845 $45.1M 0.14% +17,274 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015,749 shares; 2024Q4: 722,745 shares; 2025Q1: 555,779 shares; 2025Q2: 450,119 shares; 2025Q3: 355,487 shares; 2025Q4: 327,315 shares 327,315 $44.8M 0.14% -28,172 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,779 shares; 2024Q4: 323,557 shares; 2025Q1: 311,652 shares; 2025Q2: 305,503 shares; 2025Q3: 298,678 shares; 2025Q4: 311,151 shares 311,151 $44.7M 0.14% +12,473 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,275 shares; 2024Q4: 827,918 shares; 2025Q1: 846,716 shares; 2025Q2: 822,178 shares; 2025Q3: 793,011 shares; 2025Q4: 782,807 shares 782,807 $42.8M 0.14% -10,204 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,292 shares; 2024Q4: 354,812 shares; 2025Q1: 336,319 shares; 2025Q2: 369,776 shares; 2025Q3: 346,900 shares; 2025Q4: 364,022 shares 364,022 $42.7M 0.14% +17,122 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,343 shares; 2024Q4: 91,560 shares; 2025Q1: 90,991 shares; 2025Q2: 91,684 shares; 2025Q3: 104,751 shares; 2025Q4: 106,228 shares 106,228 $42.1M 0.14% +1,477 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,347 shares; 2024Q4: 884,513 shares; 2025Q1: 836,263 shares; 2025Q2: 812,675 shares; 2025Q3: 763,376 shares; 2025Q4: 776,683 shares 776,683 $41.9M 0.13% +13,307 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,839 shares; 2024Q4: 335,736 shares; 2025Q1: 328,356 shares; 2025Q2: 318,390 shares; 2025Q3: 314,036 shares; 2025Q4: 304,628 shares 304,628 $41.7M 0.13% -9,408 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,526 shares; 2024Q4: 205,815 shares; 2025Q1: 196,808 shares; 2025Q2: 193,880 shares; 2025Q3: 183,400 shares; 2025Q4: 187,747 shares 187,747 $41.2M 0.13% +4,347 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,032 shares; 2024Q4: 273,195 shares; 2025Q1: 269,406 shares; 2025Q2: 265,978 shares; 2025Q3: 252,834 shares; 2025Q4: 255,405 shares 255,405 $40.9M 0.13% +2,571 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,701 shares; 2024Q4: 147,309 shares; 2025Q1: 144,335 shares; 2025Q2: 143,827 shares; 2025Q3: 139,069 shares; 2025Q4: 141,192 shares 141,192 $40.8M 0.13% +2,123 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,633 shares; 2024Q4: 506,678 shares; 2025Q1: 484,698 shares; 2025Q2: 451,557 shares; 2025Q3: 431,206 shares; 2025Q4: 423,095 shares 423,095 $40.7M 0.13% -8,111 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,823 shares; 2024Q4: 761,525 shares; 2025Q1: 761,250 shares; 2025Q2: 764,792 shares; 2025Q3: 787,249 shares; 2025Q4: 793,591 shares 793,591 $39.9M 0.13% +6,342 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,023 shares; 2024Q4: 707,490 shares; 2025Q1: 720,353 shares; 2025Q2: 696,903 shares; 2025Q3: 804,167 shares; 2025Q4: 828,955 shares 828,955 $39.7M 0.13% +24,788 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,314 shares; 2024Q4: 192,452 shares; 2025Q1: 175,840 shares; 2025Q2: 159,684 shares; 2025Q3: 146,083 shares; 2025Q4: 144,934 shares 144,934 $38.4M 0.12% -1,149 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,617 shares; 2024Q4: 69,396 shares; 2025Q1: 113,475 shares; 2025Q2: 111,681 shares; 2025Q3: 112,770 shares; 2025Q4: 113,690 shares 113,690 $38.1M 0.12% +920 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,379 shares; 2024Q4: 103,708 shares; 2025Q1: 98,824 shares; 2025Q2: 97,697 shares; 2025Q3: 94,003 shares; 2025Q4: 97,208 shares 97,208 $37.8M 0.12% +3,205 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,836 shares; 2024Q4: 417,390 shares; 2025Q1: 424,756 shares; 2025Q2: 401,571 shares; 2025Q3: 407,623 shares; 2025Q4: 426,207 shares 426,207 $37.7M 0.12% +18,584 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,946 shares; 2024Q4: 42,254 shares; 2025Q1: 41,901 shares; 2025Q2: 40,915 shares; 2025Q3: 34,335 shares; 2025Q4: 400,764 shares 400,764 $37.6M 0.12% +366,429 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,903 shares; 2024Q4: 219,418 shares; 2025Q1: 206,467 shares; 2025Q2: 197,053 shares; 2025Q3: 179,227 shares; 2025Q4: 178,448 shares 178,448 $37.2M 0.12% -779 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,110 shares; 2024Q4: 267,341 shares; 2025Q1: 237,588 shares; 2025Q2: 276,551 shares; 2025Q3: 207,878 shares; 2025Q4: 208,130 shares 208,130 $36.5M 0.12% +252 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,043 shares; 2024Q4: 201,305 shares; 2025Q1: 182,850 shares; 2025Q2: 191,386 shares; 2025Q3: 173,861 shares; 2025Q4: 204,462 shares 204,462 $36.3M 0.12% +30,601 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,441 shares; 2024Q4: 362,356 shares; 2025Q1: 353,901 shares; 2025Q2: 307,655 shares; 2025Q3: 273,782 shares; 2025Q4: 270,833 shares 270,833 $36.2M 0.12% -2,949 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545,813 shares 545,813 $35.7M 0.11% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,581 shares; 2024Q4: 69,396 shares; 2025Q1: 66,299 shares; 2025Q2: 65,839 shares; 2025Q3: 58,382 shares; 2025Q4: 62,741 shares 62,741 $35.5M 0.11% +4,359 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207,541 shares; 2024Q4: 1,067,927 shares; 2025Q1: 1,081,350 shares; 2025Q2: 1,071,307 shares; 2025Q3: 1,085,037 shares; 2025Q4: 1,057,047 shares 1,057,047 $35.4M 0.11% -27,990 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,104 shares; 2024Q4: 152,765 shares; 2025Q1: 374,161 shares; 2025Q2: 426,163 shares; 2025Q3: 399,688 shares; 2025Q4: 432,616 shares 432,616 $35.3M 0.11% +32,928 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,344 shares; 2024Q4: 1,158,848 shares; 2025Q1: 1,225,665 shares; 2025Q2: 710,091 shares; 2025Q3: 655,677 shares; 2025Q4: 654,909 shares 654,909 $34.9M 0.11% -768 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,830 shares; 2024Q4: 234,828 shares; 2025Q1: 234,371 shares; 2025Q2: 232,769 shares; 2025Q3: 237,649 shares; 2025Q4: 245,576 shares 245,576 $34.7M 0.11% +7,927 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,198 shares; 2024Q4: 151,083 shares; 2025Q1: 132,963 shares; 2025Q2: 121,310 shares; 2025Q3: 104,397 shares; 2025Q4: 96,823 shares 96,823 $33.9M 0.11% -7,574 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,078 shares; 2024Q4: 178,334 shares; 2025Q1: 171,352 shares; 2025Q2: 166,446 shares; 2025Q3: 159,705 shares; 2025Q4: 153,212 shares 153,212 $33.7M 0.11% -6,493 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,377 shares; 2024Q4: 284,216 shares; 2025Q1: 242,316 shares; 2025Q2: 235,401 shares; 2025Q3: 243,781 shares; 2025Q4: 247,629 shares 247,629 $33.5M 0.11% +3,848 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,217 shares; 2024Q4: 138,262 shares; 2025Q1: 123,849 shares; 2025Q2: 121,193 shares; 2025Q3: 114,088 shares; 2025Q4: 114,969 shares 114,969 $33.2M 0.11% +881 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,132 shares; 2024Q4: 358,737 shares; 2025Q1: 354,346 shares; 2025Q2: 363,611 shares; 2025Q3: 328,548 shares; 2025Q4: 352,938 shares 352,938 $32.9M 0.11% +24,390 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,785 shares; 2024Q4: 53,952 shares; 2025Q1: 51,761 shares; 2025Q2: 51,612 shares; 2025Q3: 45,248 shares; 2025Q4: 49,412 shares 49,412 $32.7M 0.11% +4,164 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,689 shares; 2024Q4: 666,441 shares; 2025Q1: 656,329 shares; 2025Q2: 681,931 shares; 2025Q3: 678,999 shares; 2025Q4: 686,681 shares 686,681 $31.6M 0.1% +7,682 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,873 shares; 2024Q4: 47,985 shares; 2025Q1: 42,397 shares; 2025Q2: 40,710 shares; 2025Q3: 35,094 shares; 2025Q4: 35,434 shares 35,434 $31.1M 0.1% +340 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,583 shares; 2024Q4: 644,489 shares; 2025Q1: 664,458 shares; 2025Q2: 707,667 shares; 2025Q3: 706,195 shares; 2025Q4: 371,484 shares 371,484 $30.8M 0.1% -334,711 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,304 shares; 2024Q4: 124,883 shares; 2025Q1: 118,859 shares; 2025Q2: 135,580 shares; 2025Q3: 122,233 shares; 2025Q4: 126,651 shares 126,651 $30.7M 0.1% +4,418 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,859 shares; 2024Q4: 165,157 shares; 2025Q1: 165,038 shares; 2025Q2: 424,250 shares; 2025Q3: 426,711 shares; 2025Q4: 416,465 shares 416,465 $30.6M 0.1% -10,246 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,500 shares; 2024Q4: 669,496 shares; 2025Q1: 662,660 shares; 2025Q2: 695,811 shares; 2025Q3: 705,352 shares; 2025Q4: 689,795 shares 689,795 $30.5M 0.1% -15,557 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,858 shares; 2024Q4: 443,100 shares; 2025Q1: 400,918 shares; 2025Q2: 374,825 shares; 2025Q3: 333,190 shares; 2025Q4: 372,066 shares 372,066 $30M 0.1% +38,876 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,870 shares; 2024Q4: 65,622 shares; 2025Q1: 77,623 shares; 2025Q2: 90,569 shares; 2025Q3: 110,794 shares; 2025Q4: 115,661 shares 115,661 $29M 0.09% +4,867 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,007 shares; 2024Q4: 332,722 shares; 2025Q1: 320,144 shares; 2025Q2: 556,853 shares; 2025Q3: 583,828 shares; 2025Q4: 604,092 shares 604,092 $28.9M 0.09% +20,264 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,900 shares; 2024Q4: 324,478 shares; 2025Q1: 301,237 shares; 2025Q2: 286,395 shares; 2025Q3: 276,676 shares; 2025Q4: 269,700 shares 269,700 $28.9M 0.09% -6,976 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,215 shares; 2024Q4: 475,951 shares; 2025Q1: 436,521 shares; 2025Q2: 433,275 shares; 2025Q3: 417,054 shares; 2025Q4: 412,106 shares 412,106 $28.8M 0.09% -4,948 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,101 shares; 2024Q4: 103,491 shares; 2025Q1: 103,948 shares; 2025Q2: 102,533 shares; 2025Q3: 98,114 shares; 2025Q4: 99,169 shares 99,169 $28.8M 0.09% +1,055 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,576 shares; 2024Q4: 35,857 shares; 2025Q1: 36,631 shares; 2025Q2: 39,938 shares; 2025Q3: 38,375 shares; 2025Q4: 184,908 shares 184,908 $28.3M 0.09% +146,533 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,738 shares; 2024Q4: 597,280 shares; 2025Q1: 566,786 shares; 2025Q2: 532,769 shares; 2025Q3: 517,286 shares; 2025Q4: 489,781 shares 489,781 $28.2M 0.09% -27,505 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,591 shares; 2024Q4: 472,246 shares; 2025Q1: 479,547 shares; 2025Q2: 466,620 shares; 2025Q3: 488,428 shares; 2025Q4: 472,463 shares 472,463 $28.2M 0.09% -15,965 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223,125 shares; 2024Q4: 1,024,073 shares; 2025Q1: 973,004 shares; 2025Q2: 897,883 shares; 2025Q3: 712,355 shares; 2025Q4: 758,717 shares 758,717 $28M 0.09% +46,362 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,352 shares; 2024Q4: 44,730 shares; 2025Q1: 43,092 shares; 2025Q2: 42,972 shares; 2025Q3: 39,263 shares; 2025Q4: 42,607 shares 42,607 $27.8M 0.09% +3,344 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,913 shares; 2024Q4: 64,877 shares; 2025Q1: 61,662 shares; 2025Q2: 60,133 shares; 2025Q3: 55,277 shares; 2025Q4: 54,467 shares 54,467 $27.8M 0.09% -810 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,652 shares; 2024Q4: 110,077 shares; 2025Q1: 102,158 shares; 2025Q2: 87,670 shares; 2025Q3: 85,886 shares; 2025Q4: 88,837 shares 88,837 $27.7M 0.09% +2,951 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,512 shares; 2024Q4: 143,464 shares; 2025Q1: 125,042 shares; 2025Q2: 111,714 shares; 2025Q3: 97,977 shares; 2025Q4: 96,037 shares 96,037 $27.6M 0.09% -1,940 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,487 shares; 2024Q4: 821,303 shares; 2025Q1: 823,725 shares; 2025Q2: 817,719 shares; 2025Q3: 670,495 shares; 2025Q4: 977,991 shares 977,991 $27.5M 0.09% +307,496 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459,943 shares; 2024Q4: 2,029,515 shares; 2025Q1: 1,921,138 shares; 2025Q2: 1,874,764 shares; 2025Q3: 1,234,015 shares; 2025Q4: 1,155,075 shares 1,155,075 $27M 0.09% -78,940 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,737 shares; 2024Q4: 133,890 shares; 2025Q1: 123,102 shares; 2025Q2: 125,204 shares; 2025Q3: 134,296 shares; 2025Q4: 145,791 shares 145,791 $26.9M 0.09% +11,495 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,894 shares; 2024Q4: 294,730 shares; 2025Q1: 287,872 shares; 2025Q2: 300,016 shares; 2025Q3: 312,097 shares; 2025Q4: 320,976 shares 320,976 $26.1M 0.08% +8,879 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,635 shares; 2024Q4: 283,670 shares; 2025Q1: 252,414 shares; 2025Q2: 236,648 shares; 2025Q3: 216,537 shares; 2025Q4: 205,815 shares 205,815 $25.9M 0.08% -10,722 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,202 shares; 2024Q4: 95,417 shares; 2025Q1: 86,254 shares; 2025Q2: 81,585 shares; 2025Q3: 78,501 shares; 2025Q4: 79,936 shares 79,936 $25.5M 0.08% +1,435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,200 shares; 2024Q4: 218,994 shares; 2025Q1: 242,115 shares; 2025Q2: 272,084 shares; 2025Q3: 269,465 shares; 2025Q4: 273,490 shares 273,490 $25.2M 0.08% +4,025 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,915 shares; 2024Q4: 56,932 shares; 2025Q1: 232,283 shares; 2025Q2: 226,486 shares; 2025Q3: 201,512 shares; 2025Q4: 228,816 shares 228,816 $25.1M 0.08% +27,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,991 shares; 2024Q4: 950,880 shares; 2025Q1: 982,736 shares; 2025Q2: 955,381 shares; 2025Q3: 878,426 shares; 2025Q4: 924,634 shares 924,634 $25.1M 0.08% +46,208 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,271 shares; 2024Q4: 26,873 shares; 2025Q1: 26,009 shares; 2025Q2: 26,449 shares; 2025Q3: 24,352 shares; 2025Q4: 28,378 shares 28,378 $24.9M 0.08% +4,026 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 15,038 shares; 2025Q1: 14,212 shares; 2025Q2: 13,953 shares; 2025Q3: 4,251 shares; 2025Q4: 32,530 shares 32,530 $24.9M 0.08% +28,279 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,488 shares; 2024Q4: 103,344 shares; 2025Q1: 103,440 shares; 2025Q2: 102,763 shares; 2025Q3: 98,834 shares; 2025Q4: 88,453 shares 88,453 $24.5M 0.08% -10,381 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,746 shares; 2024Q4: 496,707 shares; 2025Q1: 497,185 shares; 2025Q2: 501,175 shares; 2025Q3: 182,721 shares; 2025Q4: 524,655 shares 524,655 $24.1M 0.08% +341,934 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,472 shares; 2024Q4: 79,900 shares; 2025Q1: 74,477 shares; 2025Q2: 63,580 shares; 2025Q3: 53,719 shares; 2025Q4: 56,317 shares 56,317 $24M 0.08% +2,598 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,227 shares; 2024Q4: 123,508 shares; 2025Q1: 121,856 shares; 2025Q2: 119,907 shares; 2025Q3: 121,745 shares; 2025Q4: 122,499 shares 122,499 $23.9M 0.08% +754 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,889 shares; 2024Q4: 118,678 shares; 2025Q1: 92,052 shares; 2025Q2: 94,044 shares; 2025Q3: 75,511 shares; 2025Q4: 111,368 shares 111,368 $23.9M 0.08% +35,857 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,952 shares; 2024Q4: 201,175 shares; 2025Q1: 196,168 shares; 2025Q2: 189,407 shares; 2025Q3: 170,636 shares; 2025Q4: 191,141 shares 191,141 $23.5M 0.08% +20,505 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,591 shares; 2024Q4: 1,045,639 shares; 2025Q1: 1,006,647 shares; 2025Q2: 994,954 shares; 2025Q3: 903,855 shares; 2025Q4: 936,967 shares 936,967 $23.3M 0.07% +33,112 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,978 shares; 2024Q4: 83,640 shares; 2025Q1: 82,353 shares; 2025Q2: 67,152 shares; 2025Q3: 59,486 shares; 2025Q4: 58,175 shares 58,175 $22.9M 0.07% -1,311 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,284 shares; 2024Q4: 182,813 shares; 2025Q1: 175,720 shares; 2025Q2: 170,528 shares; 2025Q3: 167,520 shares; 2025Q4: 158,476 shares 158,476 $22.4M 0.07% -9,044 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,902 shares; 2024Q4: 288,083 shares; 2025Q1: 251,437 shares; 2025Q2: 239,680 shares; 2025Q3: 215,667 shares; 2025Q4: 219,949 shares 219,949 $22M 0.07% +4,282 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,500 shares; 2024Q4: 1,046,400 shares; 2025Q1: 1,046,486 shares; 2025Q2: 1,046,400 shares; 2025Q3: not reported; 2025Q4: 1,046,422 shares 1,046,422 $21.9M 0.07% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005,499 shares; 2024Q4: 995,537 shares; 2025Q1: 1,090,002 shares; 2025Q2: 1,064,051 shares; 2025Q3: 922,501 shares; 2025Q4: 1,348,641 shares 1,348,641 $21.7M 0.07% +426,140 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,050 shares; 2024Q4: 287,938 shares; 2025Q1: 269,652 shares; 2025Q2: 284,265 shares; 2025Q3: 262,702 shares; 2025Q4: 273,237 shares 273,237 $21.6M 0.07% +10,535 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,066 shares; 2024Q4: 159,106 shares; 2025Q1: 159,225 shares; 2025Q2: 158,678 shares; 2025Q3: 152,462 shares; 2025Q4: 153,584 shares 153,584 $21.2M 0.07% +1,122 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,668 shares; 2024Q4: 347,029 shares; 2025Q1: 451,456 shares; 2025Q2: 446,419 shares; 2025Q3: 412,543 shares; 2025Q4: 425,705 shares 425,705 $20.6M 0.07% +13,162 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,024 shares; 2024Q4: 55,392 shares; 2025Q1: 58,425 shares; 2025Q2: 42,672 shares; 2025Q3: 36,442 shares; 2025Q4: 38,940 shares 38,940 $20.3M 0.07% +2,498 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 31,034 shares; 2025Q1: 28,727 shares; 2025Q2: 27,875 shares; 2025Q3: 22,991 shares; 2025Q4: 24,346 shares 24,346 $20M 0.06% +1,355 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,798 shares; 2024Q4: 81,589 shares; 2025Q1: 82,818 shares; 2025Q2: 77,512 shares; 2025Q3: 67,496 shares; 2025Q4: 66,768 shares 66,768 $19.9M 0.06% -728 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,724 shares; 2024Q4: 17,852 shares; 2025Q1: 17,202 shares; 2025Q2: 16,936 shares; 2025Q3: 14,985 shares; 2025Q4: 16,282 shares 16,282 $19.8M 0.06% +1,297 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,409 shares; 2024Q4: 633,682 shares; 2025Q1: 581,848 shares; 2025Q2: 591,532 shares; 2025Q3: 603,229 shares; 2025Q4: 616,748 shares 616,748 $19.8M 0.06% +13,519 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,109 shares; 2024Q4: 243,178 shares; 2025Q1: 254,850 shares; 2025Q2: 218,925 shares; 2025Q3: 217,650 shares; 2025Q4: 213,762 shares 213,762 $19.7M 0.06% -3,888 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,627 shares; 2024Q4: 39,230 shares; 2025Q1: 41,959 shares; 2025Q2: 41,246 shares; 2025Q3: 38,345 shares; 2025Q4: 38,180 shares 38,180 $19.5M 0.06% -165 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,188 shares; 2024Q4: 133,205 shares; 2025Q1: 67,023 shares; 2025Q2: 66,046 shares; 2025Q3: 65,512 shares; 2025Q4: 132,101 shares 132,101 $19M 0.06% +66,589 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,788 shares; 2024Q4: 32,437 shares; 2025Q1: 30,013 shares; 2025Q2: 27,098 shares; 2025Q3: 27,199 shares; 2025Q4: 31,325 shares 31,325 $18.9M 0.06% +4,126 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 28,697 shares; 2025Q1: 28,138 shares; 2025Q2: 28,631 shares; 2025Q3: 32,046 shares; 2025Q4: 40,210 shares 40,210 $18.8M 0.06% +8,164 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 37,368 shares; 2025Q1: 34,817 shares; 2025Q2: 34,685 shares; 2025Q3: 26,329 shares; 2025Q4: 27,775 shares 27,775 $18.7M 0.06% +1,446 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,335 shares; 2024Q4: 98,169 shares; 2025Q1: 86,453 shares; 2025Q2: 81,889 shares; 2025Q3: 71,054 shares; 2025Q4: 70,770 shares 70,770 $18.6M 0.06% -284 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,956 shares; 2025Q3: 194,186 shares; 2025Q4: 401,379 shares 401,379 $18.3M 0.06% +207,193 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,827 shares; 2024Q4: 121,586 shares; 2025Q1: 119,586 shares; 2025Q2: 108,941 shares; 2025Q3: 96,264 shares; 2025Q4: 94,333 shares 94,333 $18.3M 0.06% -1,931 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,493 shares; 2024Q4: 65,086 shares; 2025Q1: 62,928 shares; 2025Q2: 55,421 shares; 2025Q3: 42,363 shares; 2025Q4: 63,899 shares 63,899 $18.2M 0.06% +21,536 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278,756 shares 278,756 $18.2M 0.06% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,462 shares; 2024Q4: 886,596 shares; 2025Q1: 744,897 shares; 2025Q2: 723,463 shares; 2025Q3: 623,612 shares; 2025Q4: 595,442 shares 595,442 $17.8M 0.06% -28,170 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,365 shares; 2024Q4: 218,416 shares; 2025Q1: 224,234 shares; 2025Q2: 222,508 shares; 2025Q3: 222,824 shares; 2025Q4: 222,428 shares 222,428 $17.5M 0.06% -396 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,788 shares; 2024Q4: 87,204 shares; 2025Q1: 112,773 shares; 2025Q2: 119,906 shares; 2025Q3: 152,126 shares; 2025Q4: 162,906 shares 162,906 $17.5M 0.06% +10,780 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,858 shares; 2024Q4: 78,816 shares; 2025Q1: 79,925 shares; 2025Q2: 80,227 shares; 2025Q3: 18,507 shares; 2025Q4: 94,194 shares 94,194 $17.5M 0.06% +75,687 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,150 shares; 2024Q4: 113,806 shares; 2025Q1: 112,060 shares; 2025Q2: 112,524 shares; 2025Q3: 82,167 shares; 2025Q4: 112,476 shares 112,476 $17.4M 0.06% +30,309 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,222 shares; 2024Q4: 73,705 shares; 2025Q1: 66,295 shares; 2025Q2: 84,137 shares; 2025Q3: 69,256 shares; 2025Q4: 79,966 shares 79,966 $17.4M 0.06% +10,710 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 76,071 shares; 2025Q1: 69,186 shares; 2025Q2: 63,676 shares; 2025Q3: 58,813 shares; 2025Q4: 50,313 shares 50,313 $17.3M 0.06% -8,500 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,117 shares; 2024Q4: 394,825 shares; 2025Q1: 327,525 shares; 2025Q2: 351,070 shares; 2025Q3: 3,997 shares; 2025Q4: 312,466 shares 312,466 $16.9M 0.05% +308,469 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,820 shares; 2024Q4: 53,316 shares; 2025Q1: 54,658 shares; 2025Q2: 50,263 shares; 2025Q3: 42,873 shares; 2025Q4: 47,160 shares 47,160 $16.6M 0.05% +4,287 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,026 shares; 2025Q2: 109,502 shares; 2025Q3: 122,227 shares; 2025Q4: 126,314 shares 126,314 $16.6M 0.05% +4,087 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,404 shares; 2024Q4: 164,695 shares; 2025Q1: 153,153 shares; 2025Q2: 148,284 shares; 2025Q3: 143,197 shares; 2025Q4: 135,701 shares 135,701 $16.5M 0.05% -7,496 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,206 shares; 2024Q4: 117,674 shares; 2025Q1: 117,484 shares; 2025Q2: 116,766 shares; 2025Q3: 116,766 shares; 2025Q4: 116,904 shares 116,904 $16.5M 0.05% +138 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,318 shares; 2024Q4: 169,927 shares; 2025Q1: 160,568 shares; 2025Q2: 161,099 shares; 2025Q3: 154,154 shares; 2025Q4: 154,523 shares 154,523 $16.5M 0.05% +369 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,006 shares; 2024Q4: 292,271 shares; 2025Q1: 295,384 shares; 2025Q2: 134,204 shares; 2025Q3: 40,968 shares; 2025Q4: 128,063 shares 128,063 $16.3M 0.05% +87,095 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,566 shares; 2025Q1: 108,450 shares; 2025Q2: 100,150 shares; 2025Q3: 84,797 shares; 2025Q4: 94,704 shares 94,704 $16.2M 0.05% +9,907 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,836 shares; 2024Q4: 473,333 shares; 2025Q1: 449,922 shares; 2025Q2: 449,269 shares; 2025Q3: 425,908 shares; 2025Q4: 443,758 shares 443,758 $16.1M 0.05% +17,850 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 296,141 shares; 2025Q1: 36 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 21 shares 21 $15.9M 0.05% -2 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,626 shares; 2024Q4: 81,578 shares; 2025Q1: 76,872 shares; 2025Q2: 76,699 shares; 2025Q3: 54,746 shares; 2025Q4: 55,755 shares 55,755 $15.8M 0.05% +1,009 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,812 shares; 2024Q4: 140,316 shares; 2025Q1: 139,083 shares; 2025Q2: 129,582 shares; 2025Q3: 110,373 shares; 2025Q4: 134,419 shares 134,419 $15.7M 0.05% +24,046 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,759 shares; 2024Q4: 142,045 shares; 2025Q1: 140,123 shares; 2025Q2: 164,215 shares; 2025Q3: 161,788 shares; 2025Q4: 192,057 shares 192,057 $15M 0.05% +30,269 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,520 shares; 2024Q4: 214,525 shares; 2025Q1: 214,283 shares; 2025Q2: 214,093 shares; 2025Q3: 207,057 shares; 2025Q4: 201,918 shares 201,918 $14.8M 0.05% -5,139 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,376 shares; 2024Q4: 171,998 shares; 2025Q1: 154,441 shares; 2025Q2: 116,060 shares; 2025Q3: 109,506 shares; 2025Q4: 108,465 shares 108,465 $14.8M 0.05% -1,041 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,356 shares; 2024Q4: 52,320 shares; 2025Q1: 47,430 shares; 2025Q2: 46,077 shares; 2025Q3: 40,992 shares; 2025Q4: 43,622 shares 43,622 $14.7M 0.05% +2,630 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,036 shares; 2024Q4: 244,868 shares; 2025Q1: 180,580 shares; 2025Q2: 124,947 shares; 2025Q3: 105,113 shares; 2025Q4: 95,078 shares 95,078 $14.7M 0.05% -10,035 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,632 shares; 2024Q4: 43,360 shares; 2025Q1: 39,886 shares; 2025Q2: 34,765 shares; 2025Q3: 30,266 shares; 2025Q4: 29,614 shares 29,614 $14.5M 0.05% -652 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,983 shares; 2024Q4: 258,899 shares; 2025Q1: 201,871 shares; 2025Q2: 198,264 shares; 2025Q3: 191,893 shares; 2025Q4: 194,667 shares 194,667 $14.3M 0.05% +2,774 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,662 shares; 2024Q4: 104,060 shares; 2025Q1: 112,678 shares; 2025Q2: 110,581 shares; 2025Q3: 110,709 shares; 2025Q4: 118,319 shares 118,319 $14.1M 0.05% +7,610 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,751 shares; 2024Q4: 296,054 shares; 2025Q1: 281,629 shares; 2025Q2: 251,427 shares; 2025Q3: 222,851 shares; 2025Q4: 221,389 shares 221,389 $14.1M 0.05% -1,462 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,453 shares; 2024Q4: 306,051 shares; 2025Q1: 299,009 shares; 2025Q2: 293,648 shares; 2025Q3: 269,246 shares; 2025Q4: 262,022 shares 262,022 $13.8M 0.04% -7,224 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,983 shares; 2024Q4: 164,768 shares; 2025Q1: 153,223 shares; 2025Q2: 156,555 shares; 2025Q3: 147,761 shares; 2025Q4: 158,292 shares 158,292 $13.8M 0.04% +10,531 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,745 shares; 2024Q4: 265,060 shares; 2025Q1: 248,305 shares; 2025Q2: 235,776 shares; 2025Q3: 218,097 shares; 2025Q4: 216,093 shares 216,093 $13.8M 0.04% -2,004 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,343 shares; 2024Q4: 16,749 shares; 2025Q1: 17,166 shares; 2025Q2: 17,682 shares; 2025Q3: 13,898 shares; 2025Q4: 12,845 shares 12,845 $13.7M 0.04% -1,053 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,691 shares; 2024Q4: 294,549 shares; 2025Q1: 292,119 shares; 2025Q2: 291,458 shares; 2025Q3: 258,541 shares; 2025Q4: 252,490 shares 252,490 $13.6M 0.04% -6,051 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,098 shares; 2024Q4: 128,482 shares; 2025Q1: 128,378 shares; 2025Q2: 128,378 shares; 2025Q3: 128,427 shares; 2025Q4: 128,378 shares 128,378 $13.5M 0.04% -49 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,246 shares; 2024Q4: 163,559 shares; 2025Q1: 152,582 shares; 2025Q2: 154,552 shares; 2025Q3: 141,671 shares; 2025Q4: 153,704 shares 153,704 $13.5M 0.04% +12,033 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,323 shares; 2024Q4: 62,577 shares; 2025Q1: 59,310 shares; 2025Q2: 56,016 shares; 2025Q3: 48,291 shares; 2025Q4: 58,647 shares 58,647 $13.4M 0.04% +10,356 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,051 shares; 2024Q4: 41,816 shares; 2025Q1: 55,406 shares; 2025Q2: 63,772 shares; 2025Q3: 59,137 shares; 2025Q4: 81,082 shares 81,082 $13.1M 0.04% +21,945 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,817 shares; 2024Q4: 123,050 shares; 2025Q1: 117,815 shares; 2025Q2: 117,564 shares; 2025Q3: 112,018 shares; 2025Q4: 115,966 shares 115,966 $13M 0.04% +3,948 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,984 shares; 2024Q4: 187,161 shares; 2025Q1: 180,230 shares; 2025Q2: 157,575 shares; 2025Q3: 153,085 shares; 2025Q4: 148,063 shares 148,063 $12.9M 0.04% -5,022 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 10,853 shares; 2025Q1: 10,111 shares; 2025Q2: 146,014 shares; 2025Q3: 130,059 shares; 2025Q4: 141,674 shares 141,674 $12.9M 0.04% +11,615 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,137 shares; 2024Q4: 70,526 shares; 2025Q1: 69,972 shares; 2025Q2: 68,424 shares; 2025Q3: 59,833 shares; 2025Q4: 61,960 shares 61,960 $12.9M 0.04% +2,127 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,062 shares; 2024Q4: 48,379 shares; 2025Q1: 44,645 shares; 2025Q2: 43,842 shares; 2025Q3: 41,220 shares; 2025Q4: 41,538 shares 41,538 $12.9M 0.04% +318 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,998 shares; 2024Q4: 496,701 shares; 2025Q1: 194,608 shares; 2025Q2: 182,123 shares; 2025Q3: 133,877 shares; 2025Q4: 128,551 shares 128,551 $12.8M 0.04% -5,326 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,474 shares; 2024Q4: 37,837 shares; 2025Q1: 38,029 shares; 2025Q2: 67,247 shares; 2025Q3: 63,847 shares; 2025Q4: 63,642 shares 63,642 $12.7M 0.04% -205 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,713 shares; 2024Q4: 65,898 shares; 2025Q1: 79,700 shares; 2025Q2: 88,830 shares; 2025Q3: 87,882 shares; 2025Q4: 118,032 shares 118,032 $12.6M 0.04% +30,150 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,413 shares; 2024Q4: 87,085 shares; 2025Q1: 85,801 shares; 2025Q2: 76,488 shares; 2025Q3: 73,094 shares; 2025Q4: 75,927 shares 75,927 $12.4M 0.04% +2,833 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,300 shares; 2024Q4: 173,112 shares; 2025Q1: 170,164 shares; 2025Q2: 171,546 shares; 2025Q3: 167,883 shares; 2025Q4: 170,714 shares 170,714 $12.4M 0.04% +2,831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,010 shares; 2024Q4: 54,987 shares; 2025Q1: 60,297 shares; 2025Q2: 60,434 shares; 2025Q3: 90,748 shares; 2025Q4: 88,451 shares 88,451 $12.3M 0.04% -2,297 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,003 shares; 2024Q4: 116,804 shares; 2025Q1: 108,967 shares; 2025Q2: 102,980 shares; 2025Q3: 96,164 shares; 2025Q4: 96,378 shares 96,378 $12.2M 0.04% +214 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,904 shares; 2024Q4: 81,382 shares; 2025Q1: 79,358 shares; 2025Q2: 79,604 shares; 2025Q3: 75,765 shares; 2025Q4: 80,266 shares 80,266 $12.1M 0.04% +4,501 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 26,333 shares; 2025Q1: 25,288 shares; 2025Q2: 25,157 shares; 2025Q3: 22,967 shares; 2025Q4: 20,837 shares 20,837 $12.1M 0.04% -2,130 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,242 shares; 2024Q4: 26,161 shares; 2025Q1: 25,774 shares; 2025Q2: 26,558 shares; 2025Q3: 25,438 shares; 2025Q4: 27,215 shares 27,215 $12.1M 0.04% +1,777 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,784 shares; 2024Q4: 198,301 shares; 2025Q1: 181,289 shares; 2025Q2: 164,643 shares; 2025Q3: 137,825 shares; 2025Q4: 151,768 shares 151,768 $12M 0.04% +13,943 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,971 shares; 2024Q4: 145,432 shares; 2025Q1: 142,975 shares; 2025Q2: 133,314 shares; 2025Q3: 125,093 shares; 2025Q4: 117,223 shares 117,223 $11.8M 0.04% -7,870 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,143 shares; 2024Q4: 60,168 shares; 2025Q1: 58,524 shares; 2025Q2: 59,018 shares; 2025Q3: 55,833 shares; 2025Q4: 57,344 shares 57,344 $11.8M 0.04% +1,511 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,949 shares; 2024Q4: 108,021 shares; 2025Q1: 106,687 shares; 2025Q2: 105,348 shares; 2025Q3: 112,078 shares; 2025Q4: 112,145 shares 112,145 $11.5M 0.04% +67 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,131 shares; 2024Q4: 53,369 shares; 2025Q1: 51,488 shares; 2025Q2: 50,526 shares; 2025Q3: 45,429 shares; 2025Q4: 41,085 shares 41,085 $11.3M 0.04% -4,344 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,012 shares; 2024Q4: 23,685 shares; 2025Q1: 22,365 shares; 2025Q2: 20,630 shares; 2025Q3: 23,230 shares; 2025Q4: 23,245 shares 23,245 $11.2M 0.04% +15 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,725 shares; 2025Q1: 3,791 shares; 2025Q2: 3,605 shares; 2025Q3: 3,087 shares; 2025Q4: 3,288 shares 3,288 $11.2M 0.04% +201 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,840 shares; 2024Q4: 50,637 shares; 2025Q1: 47,369 shares; 2025Q2: 46,836 shares; 2025Q3: 43,085 shares; 2025Q4: 45,031 shares 45,031 $11.1M 0.04% +1,946 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,018 shares; 2024Q4: 102,222 shares; 2025Q1: 102,361 shares; 2025Q2: 102,044 shares; 2025Q3: 94,618 shares; 2025Q4: 100,287 shares 100,287 $11.1M 0.04% +5,669 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,189 shares; 2024Q4: 31,690 shares; 2025Q1: 36,229 shares; 2025Q2: 35,266 shares; 2025Q3: 27,517 shares; 2025Q4: 31,206 shares 31,206 $11M 0.04% +3,689 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,897 shares; 2024Q4: 267,361 shares; 2025Q1: 253,980 shares; 2025Q2: 251,725 shares; 2025Q3: 223,701 shares; 2025Q4: 60,797 shares 60,797 $11M 0.04% -162,904 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,941 shares; 2024Q4: 57,760 shares; 2025Q1: 56,842 shares; 2025Q2: 57,671 shares; 2025Q3: 25,071 shares; 2025Q4: 59,493 shares 59,493 $11M 0.04% +34,422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,153 shares; 2024Q4: 313,399 shares; 2025Q1: 311,255 shares; 2025Q2: 273,046 shares; 2025Q3: 273,046 shares; 2025Q4: 270,846 shares 270,846 $10.6M 0.03% -2,200 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,921 shares; 2024Q4: 153,556 shares; 2025Q1: 149,193 shares; 2025Q2: 153,209 shares; 2025Q3: 134,126 shares; 2025Q4: 143,525 shares 143,525 $10.5M 0.03% +9,399 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,006 shares; 2024Q4: 10,851 shares; 2025Q1: 10,438 shares; 2025Q2: 10,325 shares; 2025Q3: 9,483 shares; 2025Q4: 10,447 shares 10,447 $10.5M 0.03% +964 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,699 shares; 2024Q4: 59,689 shares; 2025Q1: 49,396 shares; 2025Q2: 58,070 shares; 2025Q3: 55,036 shares; 2025Q4: 49,517 shares 49,517 $10.5M 0.03% -5,519 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,922 shares; 2024Q4: 312,137 shares; 2025Q1: 309,707 shares; 2025Q2: 302,403 shares; 2025Q3: 300,081 shares; 2025Q4: 301,468 shares 301,468 $10.5M 0.03% +1,387 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,916 shares; 2024Q4: 268,116 shares; 2025Q1: 270,566 shares; 2025Q2: 271,359 shares; 2025Q3: 238,547 shares; 2025Q4: 218,034 shares 218,034 $10.2M 0.03% -20,513 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,058 shares; 2024Q4: 201,803 shares; 2025Q1: 195,676 shares; 2025Q2: 194,981 shares; 2025Q3: 174,067 shares; 2025Q4: 179,259 shares 179,259 $10.2M 0.03% +5,192 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,301 shares; 2024Q4: 85,900 shares; 2025Q1: 83,740 shares; 2025Q2: 79,510 shares; 2025Q3: 75,474 shares; 2025Q4: 78,879 shares 78,879 $10.2M 0.03% +3,405 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,120 shares; 2024Q4: 53,624 shares; 2025Q1: 51,268 shares; 2025Q2: 50,153 shares; 2025Q3: 48,570 shares; 2025Q4: 41,364 shares 41,364 $10M 0.03% -7,206 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,302 shares; 2024Q4: 137,982 shares; 2025Q1: 136,916 shares; 2025Q2: 137,224 shares; 2025Q3: 128,063 shares; 2025Q4: 128,044 shares 128,044 $9.93M 0.03% -19 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,312 shares; 2024Q4: 124,017 shares; 2025Q1: 120,676 shares; 2025Q2: 119,257 shares; 2025Q3: 115,998 shares; 2025Q4: 117,634 shares 117,634 $9.86M 0.03% +1,636 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,127 shares; 2024Q4: 112,083 shares; 2025Q1: 101,763 shares; 2025Q2: 108,464 shares; 2025Q3: 80,899 shares; 2025Q4: 103,113 shares 103,113 $9.83M 0.03% +22,214 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,007 shares; 2024Q4: 201,778 shares; 2025Q1: 195,108 shares; 2025Q2: 199,365 shares; 2025Q3: 190,859 shares; 2025Q4: 208,274 shares 208,274 $9.68M 0.03% +17,415 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,179 shares; 2024Q4: 23,253 shares; 2025Q1: 37,461 shares; 2025Q2: 36,674 shares; 2025Q3: 36,108 shares; 2025Q4: 125,996 shares 125,996 $9.51M 0.03% +89,888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,039 shares; 2024Q4: 355,899 shares; 2025Q1: 341,392 shares; 2025Q2: 337,952 shares; 2025Q3: 239,321 shares; 2025Q4: 318,884 shares 318,884 $9.5M 0.03% +79,563 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,162 shares; 2024Q4: 77,586 shares; 2025Q1: 72,484 shares; 2025Q2: 67,206 shares; 2025Q3: 46,549 shares; 2025Q4: 56,567 shares 56,567 $9.48M 0.03% +10,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,776 shares; 2024Q4: 115,454 shares; 2025Q1: 117,004 shares; 2025Q2: 119,757 shares; 2025Q3: 120,239 shares; 2025Q4: 120,296 shares 120,296 $9.46M 0.03% +57 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,218 shares; 2024Q4: 37,529 shares; 2025Q1: 35,343 shares; 2025Q2: 31,419 shares; 2025Q3: 28,678 shares; 2025Q4: 30,237 shares 30,237 $9.45M 0.03% +1,559 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,102 shares; 2024Q4: 55,001 shares; 2025Q1: 53,439 shares; 2025Q2: 48,011 shares; 2025Q3: 49,289 shares; 2025Q4: 48,588 shares 48,588 $9.43M 0.03% -701 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,590 shares; 2024Q4: 29,245 shares; 2025Q1: 30,854 shares; 2025Q2: 29,474 shares; 2025Q3: 25,778 shares; 2025Q4: 26,503 shares 26,503 $9.35M 0.03% +725 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 19,099 shares; 2025Q1: 15,761 shares; 2025Q2: 16,675 shares; 2025Q3: 16,231 shares; 2025Q4: 16,160 shares 16,160 $9.21M 0.03% -71 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,896 shares; 2024Q4: 158,266 shares; 2025Q1: 141,793 shares; 2025Q2: 132,924 shares; 2025Q3: 100,730 shares; 2025Q4: 96,455 shares 96,455 $9.08M 0.03% -4,275 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,016 shares; 2024Q4: 92,371 shares; 2025Q1: 93,629 shares; 2025Q2: 89,277 shares; 2025Q3: 73,416 shares; 2025Q4: 78,211 shares 78,211 $9.08M 0.03% +4,795 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,543 shares; 2024Q4: 181,174 shares; 2025Q1: 170,853 shares; 2025Q2: 175,555 shares; 2025Q3: 160,112 shares; 2025Q4: 183,038 shares 183,038 $9.01M 0.03% +22,926 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,427 shares; 2024Q4: 19,837 shares; 2025Q1: 17,372 shares; 2025Q2: 16,831 shares; 2025Q3: 14,290 shares; 2025Q4: 14,345 shares 14,345 $8.93M 0.03% +55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,228 shares; 2024Q4: 291,764 shares; 2025Q1: 280,806 shares; 2025Q2: 298,111 shares; 2025Q3: 137,409 shares; 2025Q4: 191,650 shares 191,650 $8.87M 0.03% +54,241 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,695 shares; 2024Q4: 33,577 shares; 2025Q1: 31,759 shares; 2025Q2: 29,445 shares; 2025Q3: 24,558 shares; 2025Q4: 42,975 shares 42,975 $8.81M 0.03% +18,417 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,014 shares; 2024Q4: 32,014 shares; 2025Q1: 32,014 shares; 2025Q2: 34,268 shares; 2025Q3: 34,628 shares; 2025Q4: 28,230 shares 28,230 $8.72M 0.03% -6,398 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,771 shares; 2024Q4: 39,265 shares; 2025Q1: 36,759 shares; 2025Q2: 37,524 shares; 2025Q3: 27,600 shares; 2025Q4: 42,857 shares 42,857 $8.7M 0.03% +15,257 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,339 shares; 2024Q4: 88,607 shares; 2025Q1: 99,162 shares; 2025Q2: 98,662 shares; 2025Q3: 101,514 shares; 2025Q4: 105,340 shares 105,340 $8.67M 0.03% +3,826 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,056 shares; 2024Q4: 156,073 shares; 2025Q1: 149,965 shares; 2025Q2: 143,131 shares; 2025Q3: 131,491 shares; 2025Q4: 145,217 shares 145,217 $8.51M 0.03% +13,726 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,348 shares; 2024Q4: 29,695 shares; 2025Q1: 30,777 shares; 2025Q2: 30,711 shares; 2025Q3: 31,551 shares; 2025Q4: 29,297 shares 29,297 $8.5M 0.03% -2,254 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,626 shares; 2024Q4: 148,281 shares; 2025Q1: 150,828 shares; 2025Q2: 158,682 shares; 2025Q3: 158,977 shares; 2025Q4: 129,015 shares 129,015 $8.5M 0.03% -29,962 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,999 shares; 2024Q4: 35,294 shares; 2025Q1: 30,203 shares; 2025Q2: 27,933 shares; 2025Q3: 25,378 shares; 2025Q4: 18,774 shares 18,774 $8.36M 0.03% -6,604 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,925 shares; 2024Q4: 134,415 shares; 2025Q1: 133,839 shares; 2025Q2: 133,839 shares; 2025Q3: 137,704 shares; 2025Q4: 304,250 shares 304,250 $8.35M 0.03% +166,546 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,505 shares; 2024Q4: 73,103 shares; 2025Q1: 64,646 shares; 2025Q2: 64,876 shares; 2025Q3: 57,930 shares; 2025Q4: 64,790 shares 64,790 $8.27M 0.03% +6,860 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,442 shares; 2024Q4: 11,937 shares; 2025Q1: 12,193 shares; 2025Q2: 12,474 shares; 2025Q3: 29,955 shares; 2025Q4: 29,649 shares 29,649 $8.17M 0.03% -306 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,369 shares; 2024Q4: 20,999 shares; 2025Q1: 18,833 shares; 2025Q2: 20,173 shares; 2025Q3: 18,797 shares; 2025Q4: 28,405 shares 28,405 $8.16M 0.03% +9,608 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,196 shares; 2024Q4: 47,887 shares; 2025Q1: 47,811 shares; 2025Q2: 47,765 shares; 2025Q3: 47,170 shares; 2025Q4: 47,606 shares 47,606 $8.12M 0.03% +436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,080 shares; 2024Q4: 637,513 shares; 2025Q1: 629,238 shares; 2025Q2: 611,471 shares; 2025Q3: 643,234 shares; 2025Q4: 497,237 shares 497,237 $8.11M 0.03% -145,997 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,689 shares; 2024Q4: 47,877 shares; 2025Q1: 41,874 shares; 2025Q2: 41,033 shares; 2025Q3: 35,022 shares; 2025Q4: 48,597 shares 48,597 $7.87M 0.03% +13,575 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,048 shares; 2024Q4: 82,528 shares; 2025Q1: 79,670 shares; 2025Q2: 75,500 shares; 2025Q3: 64,974 shares; 2025Q4: 69,360 shares 69,360 $7.83M 0.03% +4,386 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: 18,332 shares; 2025Q1: 16,201 shares; 2025Q2: 19,223 shares; 2025Q3: 18,186 shares; 2025Q4: 20,420 shares 20,420 $7.83M 0.03% +2,234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,034 shares; 2024Q4: 51,639 shares; 2025Q1: 51,127 shares; 2025Q2: 46,041 shares; 2025Q3: 38,425 shares; 2025Q4: 36,931 shares 36,931 $7.8M 0.03% -1,494 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 6,831 shares; 2025Q1: 5,958 shares; 2025Q2: 5,966 shares; 2025Q3: 5,111 shares; 2025Q4: 5,860 shares 5,860 $7.79M 0.03% +749 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,782 shares; 2024Q4: 30,038 shares; 2025Q1: 27,382 shares; 2025Q2: 25,420 shares; 2025Q3: 19,385 shares; 2025Q4: 21,931 shares 21,931 $7.69M 0.02% +2,546 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,445 shares; 2024Q4: 121,431 shares; 2025Q1: 121,431 shares; 2025Q2: 121,431 shares; 2025Q3: 3,951 shares; 2025Q4: 123,251 shares 123,251 $7.66M 0.02% +119,300 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 34,249 shares; 2025Q1: 33,580 shares; 2025Q2: 33,552 shares; 2025Q3: 33,567 shares; 2025Q4: 33,654 shares 33,654 $7.66M 0.02% +87 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 7,118 shares; 2025Q1: 6,170 shares; 2025Q2: 13,895 shares; 2025Q3: 16,262 shares; 2025Q4: 18,033 shares 18,033 $7.61M 0.02% +1,771 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,541 shares; 2024Q4: 37,486 shares; 2025Q1: 37,492 shares; 2025Q2: 37,714 shares; 2025Q3: 37,787 shares; 2025Q4: 38,036 shares 38,036 $7.61M 0.02% +249 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,555 shares; 2024Q4: 402,298 shares; 2025Q1: 354,221 shares; 2025Q2: 349,846 shares; 2025Q3: 259,958 shares; 2025Q4: 318,971 shares 318,971 $7.52M 0.02% +59,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,623 shares; 2024Q4: 59,465 shares; 2025Q1: 58,420 shares; 2025Q2: 58,087 shares; 2025Q3: 57,189 shares; 2025Q4: 57,622 shares 57,622 $7.48M 0.02% +433 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,078 shares; 2024Q4: 41,866 shares; 2025Q1: 38,494 shares; 2025Q2: 40,034 shares; 2025Q3: 42,247 shares; 2025Q4: 52,823 shares 52,823 $7.47M 0.02% +10,576 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,969 shares; 2024Q4: 128,029 shares; 2025Q1: 118,243 shares; 2025Q2: 121,928 shares; 2025Q3: 39,433 shares; 2025Q4: 130,918 shares 130,918 $7.38M 0.02% +91,485 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,764 shares; 2024Q4: 36,475 shares; 2025Q1: 41,722 shares; 2025Q2: 42,804 shares; 2025Q3: 39,683 shares; 2025Q4: 44,908 shares 44,908 $7.25M 0.02% +5,225 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 25,262 shares; 2025Q1: 19,732 shares; 2025Q2: 20,670 shares; 2025Q3: 19,196 shares; 2025Q4: 24,416 shares 24,416 $7.23M 0.02% +5,220 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,614 shares; 2024Q4: 88,852 shares; 2025Q1: 89,346 shares; 2025Q2: 75,660 shares; 2025Q3: 71,050 shares; 2025Q4: 65,017 shares 65,017 $7.16M 0.02% -6,033 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,676 shares; 2024Q4: 24,478 shares; 2025Q1: 22,895 shares; 2025Q2: 22,417 shares; 2025Q3: 20,755 shares; 2025Q4: 20,765 shares 20,765 $7.16M 0.02% +10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 10,605 shares; 2025Q1: 10,148 shares; 2025Q2: 11,370 shares; 2025Q3: 13,940 shares; 2025Q4: 15,152 shares 15,152 $7.12M 0.02% +1,212 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,170 shares; 2024Q4: 63,505 shares; 2025Q1: 59,463 shares; 2025Q2: 61,774 shares; 2025Q3: 58,009 shares; 2025Q4: 71,191 shares 71,191 $7.11M 0.02% +13,182 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,215 shares; 2024Q4: 87,062 shares; 2025Q1: 85,195 shares; 2025Q2: 86,327 shares; 2025Q3: 58,861 shares; 2025Q4: 83,551 shares 83,551 $6.93M 0.02% +24,690 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,341 shares; 2024Q4: 32,435 shares; 2025Q1: 32,964 shares; 2025Q2: 22,269 shares; 2025Q3: 21,945 shares; 2025Q4: 22,814 shares 22,814 $6.87M 0.02% +869 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,963 shares; 2024Q4: 24,996 shares; 2025Q1: 22,294 shares; 2025Q2: 15,759 shares; 2025Q3: 13,417 shares; 2025Q4: 13,209 shares 13,209 $6.75M 0.02% -208 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,867 shares; 2024Q4: 18,526 shares; 2025Q1: 18,364 shares; 2025Q2: 17,683 shares; 2025Q3: 12,324 shares; 2025Q4: 14,732 shares 14,732 $6.68M 0.02% +2,408 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,770 shares; 2024Q4: 178,844 shares; 2025Q1: 186,722 shares; 2025Q2: 180,383 shares; 2025Q3: 164,379 shares; 2025Q4: 172,849 shares 172,849 $6.63M 0.02% +8,470 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,696 shares; 2024Q4: 154,946 shares; 2025Q1: 147,069 shares; 2025Q2: 161,477 shares; 2025Q3: 155,020 shares; 2025Q4: 147,775 shares 147,775 $6.62M 0.02% -7,245 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 15,592 shares; 2025Q1: 16,627 shares; 2025Q2: 20,254 shares; 2025Q3: 16,342 shares; 2025Q4: 19,393 shares 19,393 $6.55M 0.02% +3,051 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,468 shares; 2024Q4: 31,823 shares; 2025Q1: 36,507 shares; 2025Q2: 35,408 shares; 2025Q3: 34,795 shares; 2025Q4: 35,751 shares 35,751 $6.51M 0.02% +956 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,108 shares; 2024Q4: 75,503 shares; 2025Q1: 71,243 shares; 2025Q2: 69,559 shares; 2025Q3: 57,604 shares; 2025Q4: 49,323 shares 49,323 $6.49M 0.02% -8,281 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,460 shares; 2024Q4: 141,654 shares; 2025Q1: 142,089 shares; 2025Q2: 139,313 shares; 2025Q3: 114,104 shares; 2025Q4: 96,603 shares 96,603 $6.49M 0.02% -17,501 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,005 shares; 2025Q1: 2,953 shares; 2025Q2: 3,065 shares; 2025Q3: 3,169 shares; 2025Q4: 3,208 shares 3,208 $6.46M 0.02% +39 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,565 shares; 2024Q4: 244,436 shares; 2025Q1: 246,494 shares; 2025Q2: 272,776 shares; 2025Q3: 266,808 shares; 2025Q4: 270,965 shares 270,965 $6.42M 0.02% +4,157 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 45,359 shares; 2025Q1: 46,639 shares; 2025Q2: 39,229 shares; 2025Q3: 30,665 shares; 2025Q4: 34,279 shares 34,279 $6.36M 0.02% +3,614 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,136 shares; 2024Q4: 65,249 shares; 2025Q1: 60,330 shares; 2025Q2: 58,222 shares; 2025Q3: 52,085 shares; 2025Q4: 48,704 shares 48,704 $6.36M 0.02% -3,381 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,005 shares; 2024Q4: 94,422 shares; 2025Q1: 89,212 shares; 2025Q2: 81,645 shares; 2025Q3: 75,503 shares; 2025Q4: 74,144 shares 74,144 $6.3M 0.02% -1,359 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,950 shares; 2024Q4: 35,618 shares; 2025Q1: 35,243 shares; 2025Q2: 34,667 shares; 2025Q3: 30,037 shares; 2025Q4: 33,907 shares 33,907 $6.24M 0.02% +3,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,090 shares; 2024Q4: 572,209 shares; 2025Q1: 527,275 shares; 2025Q2: 512,230 shares; 2025Q3: 535,240 shares; 2025Q4: 394,002 shares 394,002 $6.22M 0.02% -141,238 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,345 shares; 2024Q4: 30,379 shares; 2025Q1: 34,042 shares; 2025Q2: 47,510 shares; 2025Q3: 45,408 shares; 2025Q4: 55,026 shares 55,026 $6.22M 0.02% +9,618 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,166 shares; 2024Q4: 46,868 shares; 2025Q1: 47,255 shares; 2025Q2: 44,395 shares; 2025Q3: 40,472 shares; 2025Q4: 45,104 shares 45,104 $6.22M 0.02% +4,632 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,976 shares; 2024Q4: 79,432 shares; 2025Q1: 71,243 shares; 2025Q2: 66,562 shares; 2025Q3: 59,271 shares; 2025Q4: 60,281 shares 60,281 $6.2M 0.02% +1,010 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,216 shares; 2024Q4: 313,266 shares; 2025Q1: 312,318 shares; 2025Q2: 317,600 shares; 2025Q3: 315,349 shares; 2025Q4: 317,375 shares 317,375 $6.2M 0.02% +2,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,165 shares; 2024Q4: 73,353 shares; 2025Q1: 74,687 shares; 2025Q2: 74,168 shares; 2025Q3: 66,327 shares; 2025Q4: 64,571 shares 64,571 $6.19M 0.02% -1,756 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,032 shares; 2024Q4: 82,281 shares; 2025Q1: 80,518 shares; 2025Q2: 83,642 shares; 2025Q3: 37,867 shares; 2025Q4: 79,887 shares 79,887 $6.18M 0.02% +42,020 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,911 shares; 2024Q4: 36,936 shares; 2025Q1: 41,242 shares; 2025Q2: 40,144 shares; 2025Q3: 35,255 shares; 2025Q4: 37,960 shares 37,960 $6.15M 0.02% +2,705 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,174 shares; 2024Q4: 39,069 shares; 2025Q1: 36,179 shares; 2025Q2: 35,660 shares; 2025Q3: 28,566 shares; 2025Q4: 29,861 shares 29,861 $6.1M 0.02% +1,295 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,284 shares; 2024Q4: 38,584 shares; 2025Q1: 39,553 shares; 2025Q2: 44,550 shares; 2025Q3: 36,434 shares; 2025Q4: 32,942 shares 32,942 $5.93M 0.02% -3,492 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,640 shares; 2024Q4: 27,593 shares; 2025Q1: 24,979 shares; 2025Q2: 26,371 shares; 2025Q3: 24,755 shares; 2025Q4: 31,545 shares 31,545 $5.93M 0.02% +6,790 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,054 shares; 2024Q4: 49,874 shares; 2025Q1: 49,822 shares; 2025Q2: 55,006 shares; 2025Q3: 47,916 shares; 2025Q4: 61,076 shares 61,076 $5.93M 0.02% +13,160 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,927 shares; 2024Q4: 88,582 shares; 2025Q1: 74,396 shares; 2025Q2: 73,611 shares; 2025Q3: 57,756 shares; 2025Q4: 71,335 shares 71,335 $5.92M 0.02% +13,579 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,073 shares; 2024Q4: 29,959 shares; 2025Q1: 30,478 shares; 2025Q2: 30,344 shares; 2025Q3: 21,223 shares; 2025Q4: 22,873 shares 22,873 $5.92M 0.02% +1,650 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,858 shares; 2024Q4: 380,418 shares; 2025Q1: 324,389 shares; 2025Q2: 287,882 shares; 2025Q3: 248,388 shares; 2025Q4: 229,422 shares 229,422 $5.87M 0.02% -18,966 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 41,467 shares; 2025Q1: 39,122 shares; 2025Q2: 36,836 shares; 2025Q3: 33,450 shares; 2025Q4: 36,477 shares 36,477 $5.86M 0.02% +3,027 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,410 shares; 2024Q4: 50,962 shares; 2025Q1: 37,090 shares; 2025Q2: 32,273 shares; 2025Q3: 28,610 shares; 2025Q4: 25,974 shares 25,974 $5.85M 0.02% -2,636 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,271 shares; 2024Q4: 34,237 shares; 2025Q1: 30,315 shares; 2025Q2: 28,556 shares; 2025Q3: 25,560 shares; 2025Q4: 23,015 shares 23,015 $5.81M 0.02% -2,545 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 58,806 shares; 2025Q1: 55,772 shares; 2025Q2: 61,062 shares; 2025Q3: 55,149 shares; 2025Q4: 58,370 shares 58,370 $5.8M 0.02% +3,221 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,998 shares; 2024Q4: 68,798 shares; 2025Q1: 70,769 shares; 2025Q2: 68,058 shares; 2025Q3: 58,426 shares; 2025Q4: 57,781 shares 57,781 $5.77M 0.02% -645 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 12,229 shares; 2025Q1: 11,614 shares; 2025Q2: 9,907 shares; 2025Q3: 8,838 shares; 2025Q4: 9,995 shares 9,995 $5.73M 0.02% +1,157 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,530 shares; 2024Q4: 81,125 shares; 2025Q1: 77,888 shares; 2025Q2: 64,609 shares; 2025Q3: 47,112 shares; 2025Q4: 45,033 shares 45,033 $5.67M 0.02% -2,079 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,825 shares; 2024Q4: 79,474 shares; 2025Q1: 78,000 shares; 2025Q2: 21,814 shares; 2025Q3: 20,625 shares; 2025Q4: 20,455 shares 20,455 $5.63M 0.02% -170 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,083 shares; 2024Q4: 28,513 shares; 2025Q1: 26,900 shares; 2025Q2: 26,351 shares; 2025Q3: 23,566 shares; 2025Q4: 26,368 shares 26,368 $5.59M 0.02% +2,802 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,385 shares; 2024Q4: 63,284 shares; 2025Q1: 65,966 shares; 2025Q2: 65,715 shares; 2025Q3: 66,307 shares; 2025Q4: 69,422 shares 69,422 $5.56M 0.02% +3,115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,675 shares; 2024Q4: 530,503 shares; 2025Q1: 478,230 shares; 2025Q2: 426,160 shares; 2025Q3: 373,955 shares; 2025Q4: 350,181 shares 350,181 $5.55M 0.02% -23,774 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,964 shares; 2024Q4: 93,684 shares; 2025Q1: 90,776 shares; 2025Q2: 87,002 shares; 2025Q3: 62,698 shares; 2025Q4: 64,890 shares 64,890 $5.55M 0.02% +2,192 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,225 shares; 2024Q4: 26,320 shares; 2025Q1: 30,514 shares; 2025Q2: 26,786 shares; 2025Q3: 25,822 shares; 2025Q4: 24,846 shares 24,846 $5.54M 0.02% -976 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,123 shares; 2024Q4: 27,040 shares; 2025Q1: 7,146 shares; 2025Q2: 7,574 shares; 2025Q3: 6,513 shares; 2025Q4: 24,859 shares 24,859 $5.53M 0.02% +18,346 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,349 shares; 2024Q4: 34,809 shares; 2025Q1: 28,316 shares; 2025Q2: 30,189 shares; 2025Q3: 26,442 shares; 2025Q4: 33,676 shares 33,676 $5.48M 0.02% +7,234 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 11,952 shares; 2025Q1: 10,833 shares; 2025Q2: 13,071 shares; 2025Q3: 8,550 shares; 2025Q4: 11,623 shares 11,623 $5.43M 0.02% +3,073 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,742 shares; 2024Q4: 34,833 shares; 2025Q1: 30,976 shares; 2025Q2: 29,253 shares; 2025Q3: 25,327 shares; 2025Q4: 26,370 shares 26,370 $5.41M 0.02% +1,043 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,092 shares; 2024Q4: 300,210 shares; 2025Q1: 278,680 shares; 2025Q2: 260,375 shares; 2025Q3: 165,119 shares; 2025Q4: 205,686 shares 205,686 $5.41M 0.02% +40,567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,615 shares; 2024Q4: 99,693 shares; 2025Q1: 87,064 shares; 2025Q2: 64,072 shares; 2025Q3: 54,654 shares; 2025Q4: 51,672 shares 51,672 $5.37M 0.02% -2,982 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,213 shares; 2024Q4: 38,217 shares; 2025Q1: 37,111 shares; 2025Q2: 34,968 shares; 2025Q3: 31,582 shares; 2025Q4: 33,566 shares 33,566 $5.34M 0.02% +1,984 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,368 shares; 2024Q4: 182,179 shares; 2025Q1: 399,366 shares; 2025Q2: 464,936 shares; 2025Q3: 291,041 shares; 2025Q4: 321,471 shares 321,471 $5.3M 0.02% +30,430 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,326 shares; 2024Q4: 28,684 shares; 2025Q1: 27,350 shares; 2025Q2: 26,239 shares; 2025Q3: 22,837 shares; 2025Q4: 25,681 shares 25,681 $5.28M 0.02% +2,844 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,970 shares; 2024Q4: 97,492 shares; 2025Q1: 92,729 shares; 2025Q2: 106,715 shares; 2025Q3: 68,719 shares; 2025Q4: 87,750 shares 87,750 $5.27M 0.02% +19,031 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,575 shares; 2024Q4: 84,090 shares; 2025Q1: 82,589 shares; 2025Q2: 66,002 shares; 2025Q3: 64,637 shares; 2025Q4: 65,291 shares 65,291 $5.26M 0.02% +654 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,287 shares; 2024Q4: 39,590 shares; 2025Q1: 38,313 shares; 2025Q2: 22,291 shares; 2025Q3: 21,323 shares; 2025Q4: 21,913 shares 21,913 $5.25M 0.02% +590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,651 shares; 2024Q4: 66,126 shares; 2025Q1: 66,375 shares; 2025Q2: 67,547 shares; 2025Q3: 66,811 shares; 2025Q4: 67,443 shares 67,443 $5.22M 0.02% +632 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,232 shares; 2024Q4: 101,233 shares; 2025Q1: 95,502 shares; 2025Q2: 194,197 shares; 2025Q3: 171,257 shares; 2025Q4: 127,920 shares 127,920 $5.13M 0.02% -43,337 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,814 shares; 2024Q4: 134,975 shares; 2025Q1: 123,269 shares; 2025Q2: 114,798 shares; 2025Q3: 87,043 shares; 2025Q4: 87,833 shares 87,833 $5.13M 0.02% +790 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,922 shares; 2024Q4: 21,757 shares; 2025Q1: 20,528 shares; 2025Q2: 19,925 shares; 2025Q3: 4,676 shares; 2025Q4: 19,647 shares 19,647 $5.1M 0.02% +14,971 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,571 shares; 2025Q1: 4,003 shares; 2025Q2: 4,534 shares; 2025Q3: 4,263 shares; 2025Q4: 3,653 shares 3,653 $5.09M 0.02% -610 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 13,903 shares; 2025Q1: 12,681 shares; 2025Q2: 20,346 shares; 2025Q3: 21,339 shares; 2025Q4: 22,481 shares 22,481 $5.09M 0.02% +1,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,559 shares; 2024Q4: 209,677 shares; 2025Q1: 162,421 shares; 2025Q2: 147,818 shares; 2025Q3: 157,398 shares; 2025Q4: 150,111 shares 150,111 $5.08M 0.02% -7,287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 23,433 shares; 2025Q1: 22,534 shares; 2025Q2: 15,200 shares; 2025Q3: 14,692 shares; 2025Q4: 13,610 shares 13,610 $5.03M 0.02% -1,082 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,399 shares; 2024Q4: 30,610 shares; 2025Q1: 33,988 shares; 2025Q2: 63,576 shares; 2025Q3: 62,631 shares; 2025Q4: 62,927 shares 62,927 $5.02M 0.02% +296 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,420 shares; 2024Q4: 35,847 shares; 2025Q1: 31,100 shares; 2025Q2: 32,424 shares; 2025Q3: 31,630 shares; 2025Q4: 29,834 shares 29,834 $5.01M 0.02% -1,796 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,262 shares; 2024Q4: 20,069 shares; 2025Q1: 18,655 shares; 2025Q2: 15,062 shares; 2025Q3: 12,592 shares; 2025Q4: 12,856 shares 12,856 $5M 0.02% +264 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 13,490 shares; 2025Q1: 12,194 shares; 2025Q2: 11,965 shares; 2025Q3: 10,201 shares; 2025Q4: 11,845 shares 11,845 $5M 0.02% +1,644 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,743 shares; 2024Q4: 18,104 shares; 2025Q1: 15,292 shares; 2025Q2: 14,441 shares; 2025Q3: 12,812 shares; 2025Q4: 13,498 shares 13,498 $4.98M 0.02% +686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,542 shares; 2024Q4: 74,580 shares; 2025Q1: 69,280 shares; 2025Q2: 70,274 shares; 2025Q3: 69,994 shares; 2025Q4: 70,700 shares 70,700 $4.97M 0.02% +706 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,368 shares; 2025Q1: 5,086 shares; 2025Q2: 5,929 shares; 2025Q3: 5,339 shares; 2025Q4: 6,435 shares 6,435 $4.97M 0.02% +1,096 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,947 shares; 2024Q4: 40,934 shares; 2025Q1: 35,382 shares; 2025Q2: 34,796 shares; 2025Q3: 40,639 shares; 2025Q4: 48,402 shares 48,402 $4.96M 0.02% +7,763 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 5,171 shares; 2025Q1: 3,989 shares; 2025Q2: 4,115 shares; 2025Q3: 3,482 shares; 2025Q4: 2,914 shares 2,914 $4.93M 0.02% -568 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,184 shares; 2024Q4: 116,255 shares; 2025Q1: 97,680 shares; 2025Q2: 95,340 shares; 2025Q3: 75,561 shares; 2025Q4: 96,732 shares 96,732 $4.91M 0.02% +21,171 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,485 shares; 2024Q4: 78,267 shares; 2025Q1: 79,527 shares; 2025Q2: 77,095 shares; 2025Q3: 75,462 shares; 2025Q4: 66,709 shares 66,709 $4.91M 0.02% -8,753 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,558 shares; 2024Q4: 274,705 shares; 2025Q1: 379,182 shares; 2025Q2: 362,189 shares; 2025Q3: 328,391 shares; 2025Q4: 372,925 shares 372,925 $4.89M 0.02% +44,534 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,677 shares; 2024Q4: 46,678 shares; 2025Q1: 45,136 shares; 2025Q2: 45,838 shares; 2025Q3: 44,305 shares; 2025Q4: 46,165 shares 46,165 $4.86M 0.02% +1,860 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,247 shares; 2024Q4: 42,200 shares; 2025Q1: 20,492 shares; 2025Q2: 21,526 shares; 2025Q3: 20,290 shares; 2025Q4: 31,072 shares 31,072 $4.81M 0.02% +10,782 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,422 shares; 2024Q4: 93,118 shares; 2025Q1: 81,403 shares; 2025Q2: 72,060 shares; 2025Q3: 67,235 shares; 2025Q4: 70,223 shares 70,223 $4.78M 0.02% +2,988 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,760 shares; 2024Q4: 246,272 shares; 2025Q1: 237,443 shares; 2025Q2: 180,405 shares; 2025Q3: 124,286 shares; 2025Q4: 128,124 shares 128,124 $4.74M 0.02% +3,838 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,577 shares; 2024Q4: 27,268 shares; 2025Q1: 23,073 shares; 2025Q2: 22,972 shares; 2025Q3: 21,575 shares; 2025Q4: 26,541 shares 26,541 $4.74M 0.02% +4,966 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,467 shares; 2024Q4: 299,422 shares; 2025Q1: 334,512 shares; 2025Q2: 329,496 shares; 2025Q3: 279,868 shares; 2025Q4: 282,863 shares 282,863 $4.74M 0.02% +2,995 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,432 shares; 2024Q4: 179,124 shares; 2025Q1: 85,574 shares; 2025Q2: 82,579 shares; 2025Q3: 72,729 shares; 2025Q4: 85,924 shares 85,924 $4.71M 0.02% +13,195 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,632 shares; 2024Q4: 75,620 shares; 2025Q1: 66,773 shares; 2025Q2: 64,241 shares; 2025Q3: 51,885 shares; 2025Q4: 52,793 shares 52,793 $4.69M 0.02% +908 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,301 shares; 2024Q4: 62,118 shares; 2025Q1: 62,008 shares; 2025Q2: 61,842 shares; 2025Q3: 46,724 shares; 2025Q4: 48,418 shares 48,418 $4.69M 0.02% +1,694 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,175 shares; 2024Q4: 53,122 shares; 2025Q1: 26,904 shares; 2025Q2: 29,255 shares; 2025Q3: 25,493 shares; 2025Q4: 25,411 shares 25,411 $4.69M 0.02% -82 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,023 shares; 2024Q4: 38,984 shares; 2025Q1: 34,957 shares; 2025Q2: 35,448 shares; 2025Q3: 13,557 shares; 2025Q4: 36,009 shares 36,009 $4.69M 0.02% +22,452 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 33,479 shares; 2025Q1: 31,264 shares; 2025Q2: 29,274 shares; 2025Q3: 20,421 shares; 2025Q4: 25,290 shares 25,290 $4.67M 0.01% +4,869 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 8,425 shares; 2025Q1: 13,330 shares; 2025Q2: 13,556 shares; 2025Q3: 13,091 shares; 2025Q4: 13,513 shares 13,513 $4.6M 0.01% +422 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,343 shares; 2024Q4: 487,645 shares; 2025Q1: 440,153 shares; 2025Q2: 442,102 shares; 2025Q3: 436,454 shares; 2025Q4: 389,632 shares 389,632 $4.59M 0.01% -46,822 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,213 shares; 2024Q4: 62,906 shares; 2025Q1: 49,529 shares; 2025Q2: 51,996 shares; 2025Q3: 43,008 shares; 2025Q4: 65,745 shares 65,745 $4.56M 0.01% +22,737 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,044 shares; 2024Q4: 49,872 shares; 2025Q1: 47,091 shares; 2025Q2: 46,101 shares; 2025Q3: 48,609 shares; 2025Q4: 46,417 shares 46,417 $4.54M 0.01% -2,192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,369 shares; 2024Q4: 31,943 shares; 2025Q1: 31,317 shares; 2025Q2: 30,680 shares; 2025Q3: 24,833 shares; 2025Q4: 25,863 shares 25,863 $4.54M 0.01% +1,030 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,257 shares; 2024Q4: 30,119 shares; 2025Q1: 31,375 shares; 2025Q2: 29,968 shares; 2025Q3: 27,703 shares; 2025Q4: 36,456 shares 36,456 $4.48M 0.01% +8,753 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,342 shares; 2024Q4: 104,901 shares; 2025Q1: 95,629 shares; 2025Q2: 76,490 shares; 2025Q3: 60,281 shares; 2025Q4: 60,446 shares 60,446 $4.46M 0.01% +165 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,935 shares; 2024Q4: 20,818 shares; 2025Q1: 19,197 shares; 2025Q2: 17,940 shares; 2025Q3: 15,807 shares; 2025Q4: 19,591 shares 19,591 $4.38M 0.01% +3,784 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,329 shares; 2024Q4: 123,692 shares; 2025Q1: 107,639 shares; 2025Q2: 100,349 shares; 2025Q3: 91,100 shares; 2025Q4: 84,641 shares 84,641 $4.38M 0.01% -6,459 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 9,731 shares; 2025Q1: 7,218 shares; 2025Q2: 14,662 shares; 2025Q3: 14,447 shares; 2025Q4: 14,413 shares 14,413 $4.35M 0.01% -34 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,941 shares; 2024Q4: 44,934 shares; 2025Q1: 40,746 shares; 2025Q2: 43,006 shares; 2025Q3: 40,649 shares; 2025Q4: 39,367 shares 39,367 $4.33M 0.01% -1,282 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 13,503 shares; 2025Q1: 13,432 shares; 2025Q2: 14,073 shares; 2025Q3: 12,663 shares; 2025Q4: 14,704 shares 14,704 $4.32M 0.01% +2,041 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,268 shares; 2024Q4: 38,025 shares; 2025Q1: 34,351 shares; 2025Q2: 35,768 shares; 2025Q3: 31,639 shares; 2025Q4: 33,598 shares 33,598 $4.29M 0.01% +1,959 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,113 shares; 2024Q4: 16,917 shares; 2025Q1: 15,869 shares; 2025Q2: 18,156 shares; 2025Q3: 9,849 shares; 2025Q4: 26,526 shares 26,526 $4.29M 0.01% +16,677 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,254 shares; 2024Q4: 46,583 shares; 2025Q1: 43,225 shares; 2025Q2: 44,585 shares; 2025Q3: 41,828 shares; 2025Q4: 41,581 shares 41,581 $4.26M 0.01% -247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,349 shares; 2024Q4: 113,587 shares; 2025Q1: 110,534 shares; 2025Q2: 110,885 shares; 2025Q3: 110,653 shares; 2025Q4: 111,253 shares 111,253 $4.23M 0.01% +600 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,817 shares; 2024Q4: 99,937 shares; 2025Q1: 95,899 shares; 2025Q2: 107,886 shares; 2025Q3: 90,707 shares; 2025Q4: 96,692 shares 96,692 $4.22M 0.01% +5,985 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,479 shares; 2024Q4: 70,058 shares; 2025Q1: 66,864 shares; 2025Q2: 69,476 shares; 2025Q3: 12,960 shares; 2025Q4: 115,126 shares 115,126 $4.21M 0.01% +102,166 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,186 shares; 2024Q4: 17,837 shares; 2025Q1: 8,253 shares; 2025Q2: 7,847 shares; 2025Q3: 7,944 shares; 2025Q4: 7,889 shares 7,889 $4.2M 0.01% -55 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,520 shares; 2025Q1: 4,804 shares; 2025Q2: 4,485 shares; 2025Q3: 4,051 shares; 2025Q4: 5,176 shares 5,176 $4.19M 0.01% +1,125 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,269 shares; 2025Q1: 4,296 shares; 2025Q2: 4,307 shares; 2025Q3: 3,694 shares; 2025Q4: 4,980 shares 4,980 $4.19M 0.01% +1,286 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,873 shares; 2024Q4: 60,593 shares; 2025Q1: 51,313 shares; 2025Q2: 52,662 shares; 2025Q3: 42,354 shares; 2025Q4: 54,374 shares 54,374 $4.17M 0.01% +12,020 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,904 shares; 2024Q4: 27,908 shares; 2025Q1: 25,983 shares; 2025Q2: 19,963 shares; 2025Q3: 18,100 shares; 2025Q4: 20,523 shares 20,523 $4.16M 0.01% +2,423 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,141 shares; 2024Q4: 65,073 shares; 2025Q1: 56,636 shares; 2025Q2: 50,390 shares; 2025Q3: 39,588 shares; 2025Q4: 51,086 shares 51,086 $4.15M 0.01% +11,498 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,875 shares; 2024Q4: 28,647 shares; 2025Q1: 28,533 shares; 2025Q2: 26,109 shares; 2025Q3: 22,567 shares; 2025Q4: 22,395 shares 22,395 $4.14M 0.01% -172 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,528 shares; 2025Q3: 37,528 shares; 2025Q4: 107,432 shares 107,432 $4.07M 0.01% +69,904 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,005 shares; 2024Q4: 105,454 shares; 2025Q1: 88,683 shares; 2025Q2: 66,734 shares; 2025Q3: 57,553 shares; 2025Q4: 51,397 shares 51,397 $4.05M 0.01% -6,156 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,280 shares; 2025Q1: 4,396 shares; 2025Q2: 4,564 shares; 2025Q3: 3,517 shares; 2025Q4: 5,982 shares 5,982 $4.05M 0.01% +2,465 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,386 shares; 2024Q4: 37,621 shares; 2025Q1: 38,977 shares; 2025Q2: 38,539 shares; 2025Q3: 38,383 shares; 2025Q4: 38,692 shares 38,692 $4.04M 0.01% +309 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 15,077 shares; 2025Q1: 14,105 shares; 2025Q2: 14,288 shares; 2025Q3: 12,872 shares; 2025Q4: 14,087 shares 14,087 $4.02M 0.01% +1,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,778 shares; 2024Q4: 39,781 shares; 2025Q1: 25,520 shares; 2025Q2: 22,404 shares; 2025Q3: 17,763 shares; 2025Q4: 15,861 shares 15,861 $4M 0.01% -1,902 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,531 shares; 2024Q4: 16,791 shares; 2025Q1: 15,686 shares; 2025Q2: 16,099 shares; 2025Q3: 16,609 shares; 2025Q4: 17,877 shares 17,877 $3.99M 0.01% +1,268 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,295 shares; 2024Q4: 70,055 shares; 2025Q1: 71,251 shares; 2025Q2: 80,081 shares; 2025Q3: 61,431 shares; 2025Q4: 63,821 shares 63,821 $3.99M 0.01% +2,390 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,495 shares; 2024Q4: 64,434 shares; 2025Q1: 56,344 shares; 2025Q2: 68,831 shares; 2025Q3: 75,415 shares; 2025Q4: 79,686 shares 79,686 $3.99M 0.01% +4,271 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,638 shares; 2024Q4: 31,238 shares; 2025Q1: 31,607 shares; 2025Q2: 21,971 shares; 2025Q3: 16,684 shares; 2025Q4: 15,331 shares 15,331 $3.89M 0.01% -1,353 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,349 shares; 2024Q4: 379,658 shares; 2025Q1: 251,085 shares; 2025Q2: 82,638 shares; 2025Q3: 78,784 shares; 2025Q4: 76,319 shares 76,319 $3.88M 0.01% -2,465 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,257 shares; 2024Q4: 15,924 shares; 2025Q1: 15,607 shares; 2025Q2: 10,851 shares; 2025Q3: 10,493 shares; 2025Q4: 10,714 shares 10,714 $3.86M 0.01% +221 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,914 shares; 2024Q4: 18,590 shares; 2025Q1: 17,378 shares; 2025Q2: 16,186 shares; 2025Q3: 15,468 shares; 2025Q4: 17,857 shares 17,857 $3.84M 0.01% +2,389 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,605 shares; 2024Q4: 102,366 shares; 2025Q1: 100,519 shares; 2025Q2: 92,357 shares; 2025Q3: 84,642 shares; 2025Q4: 92,569 shares 92,569 $3.83M 0.01% +7,927 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,383 shares; 2024Q4: 41,046 shares; 2025Q1: 33,250 shares; 2025Q2: 28,266 shares; 2025Q3: 24,301 shares; 2025Q4: 30,320 shares 30,320 $3.82M 0.01% +6,019 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,328 shares; 2025Q1: 5,066 shares; 2025Q2: 4,831 shares; 2025Q3: 4,124 shares; 2025Q4: 4,085 shares 4,085 $3.81M 0.01% -39 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,615 shares; 2024Q4: 15,932 shares; 2025Q1: 14,130 shares; 2025Q2: 15,485 shares; 2025Q3: 12,872 shares; 2025Q4: 17,241 shares 17,241 $3.78M 0.01% +4,369 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,830 shares; 2024Q4: 57,660 shares; 2025Q1: 45,549 shares; 2025Q2: 46,738 shares; 2025Q3: 48,920 shares; 2025Q4: 56,039 shares 56,039 $3.78M 0.01% +7,119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,278 shares; 2024Q4: 77,435 shares; 2025Q1: 47,604 shares; 2025Q2: 42,084 shares; 2025Q3: 39,436 shares; 2025Q4: 39,658 shares 39,658 $3.74M 0.01% +222 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,681 shares; 2024Q4: 21,532 shares; 2025Q1: 27,319 shares; 2025Q2: 32,264 shares; 2025Q3: 34,760 shares; 2025Q4: 51,260 shares 51,260 $3.73M 0.01% +16,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,777 shares; 2024Q4: 47,899 shares; 2025Q1: 54,922 shares; 2025Q2: 63,373 shares; 2025Q3: 70,121 shares; 2025Q4: 42,084 shares 42,084 $3.66M 0.01% -28,037 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,929 shares; 2024Q4: 17,935 shares; 2025Q1: 16,479 shares; 2025Q2: 16,428 shares; 2025Q3: 11,897 shares; 2025Q4: 16,021 shares 16,021 $3.65M 0.01% +4,124 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,983 shares; 2024Q4: 27,123 shares; 2025Q1: 26,509 shares; 2025Q2: 28,036 shares; 2025Q3: 17,603 shares; 2025Q4: 28,542 shares 28,542 $3.64M 0.01% +10,939 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,118 shares; 2024Q4: 27,212 shares; 2025Q1: 32,854 shares; 2025Q2: 30,045 shares; 2025Q3: 70,830 shares; 2025Q4: 87,974 shares 87,974 $3.62M 0.01% +17,144 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,319 shares; 2024Q4: 57,713 shares; 2025Q1: 33,153 shares; 2025Q2: 33,056 shares; 2025Q3: 31,978 shares; 2025Q4: 32,739 shares 32,739 $3.61M 0.01% +761 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 14,037 shares; 2025Q1: 14,932 shares; 2025Q2: 14,982 shares; 2025Q3: 11,055 shares; 2025Q4: 12,876 shares 12,876 $3.59M 0.01% +1,821 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,146 shares; 2024Q4: 95,598 shares; 2025Q1: 87,108 shares; 2025Q2: 84,528 shares; 2025Q3: 67,904 shares; 2025Q4: 91,522 shares 91,522 $3.58M 0.01% +23,618 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,379 shares; 2024Q4: 113,009 shares; 2025Q1: 124,950 shares; 2025Q2: 123,139 shares; 2025Q3: 117,061 shares; 2025Q4: 107,157 shares 107,157 $3.58M 0.01% -9,904 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 5,040 shares; 2025Q1: 5,025 shares; 2025Q2: 4,977 shares; 2025Q3: 4,760 shares; 2025Q4: 5,187 shares 5,187 $3.56M 0.01% +427 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 15,336 shares; 2025Q1: 15,110 shares; 2025Q2: 14,467 shares; 2025Q3: 13,130 shares; 2025Q4: 14,109 shares 14,109 $3.54M 0.01% +979 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 16,354 shares; 2025Q1: 18,884 shares; 2025Q2: 26,049 shares; 2025Q3: 20,892 shares; 2025Q4: 22,044 shares 22,044 $3.52M 0.01% +1,152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,493 shares; 2024Q4: 155,210 shares; 2025Q1: 130,836 shares; 2025Q2: 77,291 shares; 2025Q3: 70,591 shares; 2025Q4: 58,500 shares 58,500 $3.51M 0.01% -12,091 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,825 shares; 2024Q4: 46,771 shares; 2025Q1: 41,631 shares; 2025Q2: 41,779 shares; 2025Q3: 26,299 shares; 2025Q4: 28,089 shares 28,089 $3.51M 0.01% +1,790 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,635 shares; 2024Q4: 140,343 shares; 2025Q1: 131,303 shares; 2025Q2: 139,052 shares; 2025Q3: 129,378 shares; 2025Q4: 145,848 shares 145,848 $3.5M 0.01% +16,470 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,588 shares; 2024Q4: 137,164 shares; 2025Q1: 123,909 shares; 2025Q2: 109,119 shares; 2025Q3: 86,803 shares; 2025Q4: 120,062 shares 120,062 $3.46M 0.01% +33,259 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 11,497 shares; 2025Q1: 8,958 shares; 2025Q2: 8,958 shares; 2025Q3: 8,944 shares; 2025Q4: 8,924 shares 8,924 $3.45M 0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,819 shares; 2024Q4: 23,856 shares; 2025Q1: 21,569 shares; 2025Q2: 19,988 shares; 2025Q3: 18,428 shares; 2025Q4: 18,964 shares 18,964 $3.45M 0.01% +536 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,805 shares; 2024Q4: 50,906 shares; 2025Q1: 53,205 shares; 2025Q2: 54,489 shares; 2025Q3: 58,817 shares; 2025Q4: 60,885 shares 60,885 $3.45M 0.01% +2,068 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,927 shares; 2024Q4: 35,232 shares; 2025Q1: 15,306 shares; 2025Q2: 15,977 shares; 2025Q3: 11,151 shares; 2025Q4: 14,614 shares 14,614 $3.43M 0.01% +3,463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,090 shares; 2024Q4: 166,436 shares; 2025Q1: 165,563 shares; 2025Q2: 165,510 shares; 2025Q3: 165,510 shares; 2025Q4: 165,510 shares 165,510 $3.42M 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,174 shares; 2024Q4: 44,128 shares; 2025Q1: 40,467 shares; 2025Q2: 39,453 shares; 2025Q3: 33,937 shares; 2025Q4: 38,662 shares 38,662 $3.37M 0.01% +4,725 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,395 shares; 2024Q4: 183,704 shares; 2025Q1: 174,038 shares; 2025Q2: 123,939 shares; 2025Q3: 99,173 shares; 2025Q4: 122,034 shares 122,034 $3.36M 0.01% +22,861 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,483 shares; 2024Q4: 59,091 shares; 2025Q1: 55,860 shares; 2025Q2: 53,927 shares; 2025Q3: 49,776 shares; 2025Q4: 51,486 shares 51,486 $3.35M 0.01% +1,710 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,912 shares; 2024Q4: 43,217 shares; 2025Q1: 39,494 shares; 2025Q2: 42,886 shares; 2025Q3: 21,129 shares; 2025Q4: 37,817 shares 37,817 $3.34M 0.01% +16,688 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,612 shares; 2024Q4: 85,240 shares; 2025Q1: 74,931 shares; 2025Q2: 63,660 shares; 2025Q3: 39,061 shares; 2025Q4: 54,899 shares 54,899 $3.33M 0.01% +15,838 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 9,728 shares; 2025Q1: 9,575 shares; 2025Q2: 9,632 shares; 2025Q3: 9,575 shares; 2025Q4: 66,993 shares 66,993 $3.31M 0.01% +57,418 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,132 shares; 2024Q4: 33,098 shares; 2025Q1: 30,965 shares; 2025Q2: 30,869 shares; 2025Q3: 29,059 shares; 2025Q4: 31,521 shares 31,521 $3.28M 0.01% +2,462 Timeline