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: 51,360,730 shares; 2024Q4: 51,303,099 shares; 2025Q1: 101,305,650 shares; 2025Q2: 51,293,980 shares; 2025Q3: 51,364,189 shares; 2025Q4: 51,333,220 shares 51,333,220 $55.2B 30.13% -30,969 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: 14,785,364 shares; 2024Q4: 15,123,633 shares; 2025Q1: 15,270,271 shares; 2025Q2: 15,375,370 shares; 2025Q3: 15,453,057 shares; 2025Q4: 15,763,521 shares 15,763,521 $10.8B 5.9% +310,464 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,719,823 shares; 2024Q4: 19,350,242 shares; 2025Q1: 19,212,466 shares; 2025Q2: 19,111,492 shares; 2025Q3: 19,233,102 shares; 2025Q4: 19,086,315 shares 19,086,315 $5.19B 2.83% -146,787 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: 9,436,069 shares; 2024Q4: 9,244,759 shares; 2025Q1: 9,166,782 shares; 2025Q2: 9,139,154 shares; 2025Q3: 9,261,382 shares; 2025Q4: 9,145,243 shares 9,145,243 $4.42B 2.42% -116,139 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: 4,213,441 shares; 2024Q4: 4,176,981 shares; 2025Q1: 4,144,794 shares; 2025Q2: 4,088,119 shares; 2025Q3: 4,049,400 shares; 2025Q4: 4,065,809 shares 4,065,809 $2.77B 1.51% +16,409 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: 8,597,682 shares; 2024Q4: 8,533,681 shares; 2025Q1: 8,527,273 shares; 2025Q2: 8,480,898 shares; 2025Q3: 8,921,814 shares; 2025Q4: 8,792,990 shares 8,792,990 $2.75B 1.5% -128,824 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: 6,893,184 shares; 2024Q4: 6,834,223 shares; 2025Q1: 6,789,550 shares; 2025Q2: 6,755,668 shares; 2025Q3: 6,849,208 shares; 2025Q4: 6,744,967 shares 6,744,967 $2.17B 1.19% -104,241 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961,114 shares; 2024Q4: 9,150,425 shares; 2025Q1: 9,623,230 shares; 2025Q2: 10,092,364 shares; 2025Q3: 10,655,959 shares; 2025Q4: 10,693,548 shares 10,693,548 $1.99B 1.09% +37,589 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: 3,089,591 shares; 2024Q4: 3,116,706 shares; 2025Q1: 3,105,782 shares; 2025Q2: 3,062,983 shares; 2025Q3: 3,071,021 shares; 2025Q4: 3,036,463 shares 3,036,463 $1.87B 1.02% -34,558 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: 5,056,206 shares; 2024Q4: 4,804,682 shares; 2025Q1: 4,809,642 shares; 2025Q2: 4,818,752 shares; 2025Q3: 4,794,070 shares; 2025Q4: 4,682,560 shares 4,682,560 $1.62B 0.89% -111,510 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: 6,539,068 shares; 2024Q4: 6,523,542 shares; 2025Q1: 6,594,373 shares; 2025Q2: 6,632,605 shares; 2025Q3: 6,678,437 shares; 2025Q4: 6,713,440 shares 6,713,440 $1.55B 0.85% +35,003 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: 14,921,871 shares; 2024Q4: 14,972,561 shares; 2025Q1: 15,359,042 shares; 2025Q2: 16,039,614 shares; 2025Q3: 16,362,800 shares; 2025Q4: 16,742,550 shares 16,742,550 $1.5B 0.82% +379,750 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: 3,133,470 shares; 2024Q4: 3,120,331 shares; 2025Q1: 3,099,072 shares; 2025Q2: 3,112,830 shares; 2025Q3: 3,110,490 shares; 2025Q4: 3,064,892 shares 3,064,892 $1.45B 0.79% -45,598 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910,893 shares; 2024Q4: 4,911,189 shares; 2025Q1: 4,910,823 shares; 2025Q2: 4,910,661 shares; 2025Q3: 4,910,562 shares; 2025Q4: 4,910,351 shares 4,910,351 $1.41B 0.77% -211 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,741,271 shares; 2024Q4: 75,276,309 shares; 2025Q1: 75,255,876 shares; 2025Q2: 74,977,747 shares; 2025Q3: 74,668,046 shares; 2025Q4: 74,398,593 shares 74,398,593 $1.35B 0.73% -269,453 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: 7,831,955 shares; 2024Q4: 7,679,398 shares; 2025Q1: 7,296,524 shares; 2025Q2: 7,080,789 shares; 2025Q3: 6,755,853 shares; 2025Q4: 6,445,591 shares 6,445,591 $1.28B 0.7% -310,262 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: 10,782,008 shares; 2024Q4: 10,719,437 shares; 2025Q1: 10,629,938 shares; 2025Q2: 10,518,446 shares; 2025Q3: 10,681,632 shares; 2025Q4: 10,419,471 shares 10,419,471 $1.25B 0.68% -262,161 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: 6,213,679 shares; 2024Q4: 6,084,909 shares; 2025Q1: 6,051,985 shares; 2025Q2: 5,996,619 shares; 2025Q3: 6,135,187 shares; 2025Q4: 5,985,190 shares 5,985,190 $1.24B 0.68% -149,997 Timeline GOVT 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: 36,625,741 shares; 2024Q4: 39,816,820 shares; 2025Q1: 41,036,037 shares; 2025Q2: 41,157,180 shares; 2025Q3: 48,268,533 shares; 2025Q4: 52,947,846 shares 52,947,846 $1.22B 0.67% +4,679,313 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: 13,509,371 shares; 2024Q4: 13,436,472 shares; 2025Q1: 13,157,154 shares; 2025Q2: 12,897,853 shares; 2025Q3: 12,747,480 shares; 2025Q4: 12,497,707 shares 12,497,707 $1.2B 0.66% -249,773 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 12,279 shares; 2025Q1: 39,794 shares; 2025Q2: 47,935 shares; 2025Q3: 11,984,678 shares; 2025Q4: 23,314,197 shares 23,314,197 $1.19B 0.65% +11,329,519 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: 8,288,400 shares; 2024Q4: 8,180,655 shares; 2025Q1: 8,148,518 shares; 2025Q2: 8,061,800 shares; 2025Q3: 8,086,388 shares; 2025Q4: 7,855,792 shares 7,855,792 $1.13B 0.61% -230,596 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: 2,345,281 shares; 2024Q4: 2,309,346 shares; 2025Q1: 2,319,874 shares; 2025Q2: 2,329,175 shares; 2025Q3: 2,328,423 shares; 2025Q4: 2,286,543 shares 2,286,543 $1.12B 0.61% -41,880 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,877,057 shares; 2024Q4: 19,089,313 shares; 2025Q1: 19,456,952 shares; 2025Q2: 19,788,159 shares; 2025Q3: 15,755,575 shares; 2025Q4: 12,308,471 shares 12,308,471 $1.1B 0.6% -3,447,104 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: 3,210,564 shares; 2024Q4: 3,159,385 shares; 2025Q1: 3,142,405 shares; 2025Q2: 3,127,479 shares; 2025Q3: 3,215,979 shares; 2025Q4: 3,156,888 shares 3,156,888 $1.09B 0.59% -59,091 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,179,549 shares; 2025Q2: 16,158,842 shares; 2025Q3: 14,070,399 shares; 2025Q4: 13,752,416 shares 13,752,416 $1.04B 0.57% -317,983 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: 16,534,559 shares; 2024Q4: 16,591,359 shares; 2025Q1: 15,779,484 shares; 2025Q2: 15,612,577 shares; 2025Q3: 15,630,513 shares; 2025Q4: 15,612,476 shares 15,612,476 $1.03B 0.56% -18,037 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: 3,075,970 shares; 2024Q4: 3,082,417 shares; 2025Q1: 2,793,902 shares; 2025Q2: 2,824,681 shares; 2025Q3: 2,884,879 shares; 2025Q4: 2,867,188 shares 2,867,188 $1.01B 0.55% -17,691 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: 8,174,489 shares; 2024Q4: 8,820,344 shares; 2025Q1: 8,935,306 shares; 2025Q2: 9,128,626 shares; 2025Q3: 9,425,011 shares; 2025Q4: 9,884,685 shares 9,884,685 $987M 0.54% +459,674 Timeline IDEV 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: 935,549 shares; 2024Q4: 1,063,469 shares; 2025Q1: 5,702,843 shares; 2025Q2: 6,858,260 shares; 2025Q3: 10,210,842 shares; 2025Q4: 11,951,894 shares 11,951,894 $986M 0.54% +1,741,052 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: 8,143,297 shares; 2024Q4: 8,136,908 shares; 2025Q1: 8,100,347 shares; 2025Q2: 8,024,639 shares; 2025Q3: 7,878,292 shares; 2025Q4: 7,957,626 shares 7,957,626 $956M 0.52% +79,334 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: 4,338,647 shares; 2024Q4: 4,142,322 shares; 2025Q1: 4,138,199 shares; 2025Q2: 4,085,956 shares; 2025Q3: 4,295,432 shares; 2025Q4: 4,142,939 shares 4,142,939 $947M 0.52% -152,493 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: 11,526,615 shares; 2024Q4: 11,895,641 shares; 2025Q1: 12,311,022 shares; 2025Q2: 12,852,948 shares; 2025Q3: 13,289,934 shares; 2025Q4: 13,755,377 shares 13,755,377 $925M 0.5% +465,443 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: 1,250,348 shares; 2024Q4: 1,257,937 shares; 2025Q1: 1,295,495 shares; 2025Q2: 1,345,118 shares; 2025Q3: 1,358,036 shares; 2025Q4: 1,368,240 shares 1,368,240 $903M 0.49% +10,204 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: 2,910,022 shares; 2024Q4: 2,823,270 shares; 2025Q1: 2,801,703 shares; 2025Q2: 2,843,415 shares; 2025Q3: 2,858,442 shares; 2025Q4: 2,833,352 shares 2,833,352 $889M 0.49% -25,090 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: 2,469,504 shares; 2024Q4: 2,437,281 shares; 2025Q1: 2,419,538 shares; 2025Q2: 2,385,776 shares; 2025Q3: 2,358,504 shares; 2025Q4: 2,297,491 shares 2,297,491 $858M 0.47% -61,013 Timeline IQLT 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: 30,524,295 shares; 2024Q4: 31,005,400 shares; 2025Q1: 30,593,403 shares; 2025Q2: 31,568,040 shares; 2025Q3: 22,375,935 shares; 2025Q4: 18,239,931 shares 18,239,931 $829M 0.45% -4,136,004 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,755,967 shares; 2024Q4: 9,637,029 shares; 2025Q1: 9,291,281 shares; 2025Q2: 8,602,910 shares; 2025Q3: 8,414,922 shares; 2025Q4: 8,487,110 shares 8,487,110 $816M 0.45% +72,188 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: 9,152,736 shares; 2024Q4: 8,919,677 shares; 2025Q1: 8,660,639 shares; 2025Q2: 8,689,604 shares; 2025Q3: 8,497,206 shares; 2025Q4: 8,457,292 shares 8,457,292 $812M 0.44% -39,914 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: 4,160,341 shares; 2024Q4: 4,156,445 shares; 2025Q1: 4,226,122 shares; 2025Q2: 4,265,950 shares; 2025Q3: 4,305,594 shares; 2025Q4: 4,243,341 shares 4,243,341 $810M 0.44% -62,253 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: 2,823,744 shares; 2024Q4: 2,790,587 shares; 2025Q1: 2,624,866 shares; 2025Q2: 2,592,768 shares; 2025Q3: 2,682,093 shares; 2025Q4: 2,650,207 shares 2,650,207 $810M 0.44% -31,886 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: 8,222,192 shares; 2024Q4: 8,100,071 shares; 2025Q1: 7,844,171 shares; 2025Q2: 7,723,259 shares; 2025Q3: 7,867,962 shares; 2025Q4: 7,621,832 shares 7,621,832 $802M 0.44% -246,130 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: 2,456,836 shares; 2024Q4: 2,434,605 shares; 2025Q1: 2,549,338 shares; 2025Q2: 2,549,479 shares; 2025Q3: 2,459,008 shares; 2025Q4: 2,356,186 shares 2,356,186 $790M 0.43% -102,822 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: 7,366,762 shares; 2024Q4: 7,338,394 shares; 2025Q1: 7,158,356 shares; 2025Q2: 7,528,127 shares; 2025Q3: 7,257,669 shares; 2025Q4: 7,336,158 shares 7,336,158 $786M 0.43% +78,489 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562,462 shares; 2024Q4: 7,019,949 shares; 2025Q1: 7,291,842 shares; 2025Q2: 7,834,447 shares; 2025Q3: 13,843,342 shares; 2025Q4: 15,474,236 shares 15,474,236 $772M 0.42% +1,630,894 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: 1,172 shares; 2024Q4: 1,149 shares; 2025Q1: 1,117 shares; 2025Q2: 1,084 shares; 2025Q3: 1,045 shares; 2025Q4: 1,009 shares 1,009 $762M 0.42% -36 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: 3,247,266 shares; 2024Q4: 3,386,955 shares; 2025Q1: 3,355,155 shares; 2025Q2: 3,412,793 shares; 2025Q3: 3,391,670 shares; 2025Q4: 3,557,589 shares 3,557,589 $748M 0.41% +165,919 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: 3,130,181 shares; 2024Q4: 3,125,652 shares; 2025Q1: 3,054,391 shares; 2025Q2: 2,995,588 shares; 2025Q3: 2,990,928 shares; 2025Q4: 2,990,278 shares 2,990,278 $736M 0.4% -650 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: 5,329,231 shares; 2024Q4: 5,478,191 shares; 2025Q1: 5,491,788 shares; 2025Q2: 5,568,243 shares; 2025Q3: 5,550,827 shares; 2025Q4: 5,430,342 shares 5,430,342 $669M 0.37% -120,485 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: 2,370,206 shares; 2024Q4: 2,375,851 shares; 2025Q1: 2,352,154 shares; 2025Q2: 2,315,383 shares; 2025Q3: 2,319,449 shares; 2025Q4: 2,304,639 shares 2,304,639 $669M 0.37% -14,810 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124,373 shares; 2024Q4: 2,116,965 shares; 2025Q1: 2,109,664 shares; 2025Q2: 2,123,462 shares; 2025Q3: 2,106,154 shares; 2025Q4: 2,106,338 shares 2,106,338 $663M 0.36% +184 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: 3,918,183 shares; 2024Q4: 3,863,644 shares; 2025Q1: 3,852,456 shares; 2025Q2: 3,756,368 shares; 2025Q3: 4,020,869 shares; 2025Q4: 3,906,180 shares 3,906,180 $595M 0.33% -114,689 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: 3,329,288 shares; 2024Q4: 3,282,455 shares; 2025Q1: 3,257,265 shares; 2025Q2: 3,217,897 shares; 2025Q3: 3,134,815 shares; 2025Q4: 3,033,917 shares 3,033,917 $591M 0.32% -100,898 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: 8,112,229 shares; 2024Q4: 8,187,196 shares; 2025Q1: 7,582,196 shares; 2025Q2: 7,656,203 shares; 2025Q3: 7,684,416 shares; 2025Q4: 8,008,451 shares 8,008,451 $589M 0.32% +324,035 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: 4,741,772 shares; 2024Q4: 4,670,554 shares; 2025Q1: 4,638,706 shares; 2025Q2: 4,592,410 shares; 2025Q3: 4,580,444 shares; 2025Q4: 4,663,821 shares 4,663,821 $584M 0.32% +83,377 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: 4,678,522 shares; 2024Q4: 4,567,532 shares; 2025Q1: 4,174,061 shares; 2025Q2: 4,065,536 shares; 2025Q3: 4,291,389 shares; 2025Q4: 4,033,169 shares 4,033,169 $579M 0.32% -258,220 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608,597 shares; 2024Q4: 2,585,832 shares; 2025Q1: 2,515,521 shares; 2025Q2: 2,427,022 shares; 2025Q3: 2,348,060 shares; 2025Q4: 2,264,161 shares 2,264,161 $573M 0.31% -83,899 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: 10,272,892 shares; 2024Q4: 10,227,867 shares; 2025Q1: 10,265,766 shares; 2025Q2: 10,217,598 shares; 2025Q3: 10,284,361 shares; 2025Q4: 10,231,275 shares 10,231,275 $550M 0.3% -53,086 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: 1,062,144 shares; 2024Q4: 1,060,245 shares; 2025Q1: 1,083,208 shares; 2025Q2: 1,086,482 shares; 2025Q3: 1,093,677 shares; 2025Q4: 1,077,442 shares 1,077,442 $542M 0.3% -16,235 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: 560,010 shares; 2024Q4: 583,810 shares; 2025Q1: 580,290 shares; 2025Q2: 582,158 shares; 2025Q3: 581,610 shares; 2025Q4: 626,294 shares 626,294 $540M 0.29% +44,684 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: 2,216,104 shares; 2024Q4: 2,379,443 shares; 2025Q1: 2,438,167 shares; 2025Q2: 2,419,625 shares; 2025Q3: 2,941,792 shares; 2025Q4: 2,925,307 shares 2,925,307 $537M 0.29% -16,485 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,489,088 shares; 2024Q4: 7,487,014 shares; 2025Q1: 8,165,950 shares; 2025Q2: 8,080,383 shares; 2025Q3: 8,270,387 shares; 2025Q4: 8,503,607 shares 8,503,607 $531M 0.29% +233,220 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: 6,542,982 shares; 2024Q4: 6,477,213 shares; 2025Q1: 6,455,313 shares; 2025Q2: 6,314,051 shares; 2025Q3: 6,562,885 shares; 2025Q4: 6,474,419 shares 6,474,419 $520M 0.28% -88,466 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: 3,861,410 shares; 2024Q4: 3,815,959 shares; 2025Q1: 3,798,580 shares; 2025Q2: 3,750,902 shares; 2025Q3: 3,670,670 shares; 2025Q4: 3,553,910 shares 3,553,910 $502M 0.27% -116,760 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: 1,872,168 shares; 2024Q4: 1,901,304 shares; 2025Q1: 1,892,607 shares; 2025Q2: 1,917,060 shares; 2025Q3: 1,941,451 shares; 2025Q4: 1,942,995 shares 1,942,995 $501M 0.27% +1,544 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: 1,975,642 shares; 2024Q4: 2,142,670 shares; 2025Q1: 2,257,076 shares; 2025Q2: 2,362,479 shares; 2025Q3: 2,367,761 shares; 2025Q4: 2,343,536 shares 2,343,536 $497M 0.27% -24,225 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: 8,435,806 shares; 2024Q4: 8,428,016 shares; 2025Q1: 8,435,771 shares; 2025Q2: 8,626,046 shares; 2025Q3: 9,004,389 shares; 2025Q4: 9,007,551 shares 9,007,551 $495M 0.27% +3,162 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: 7,123,940 shares; 2024Q4: 7,038,482 shares; 2025Q1: 6,846,332 shares; 2025Q2: 6,726,881 shares; 2025Q3: 6,601,007 shares; 2025Q4: 6,370,127 shares 6,370,127 $491M 0.27% -230,880 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: 3,086,571 shares; 2025Q1: 3,054,734 shares; 2025Q2: 3,074,962 shares; 2025Q3: 3,056,283 shares; 2025Q4: 2,789,723 shares 2,789,723 $478M 0.26% -266,560 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: 858,473 shares; 2024Q4: 847,648 shares; 2025Q1: 840,095 shares; 2025Q2: 835,797 shares; 2025Q3: 831,086 shares; 2025Q4: 826,110 shares 826,110 $472M 0.26% -4,976 Timeline DGRO 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: 7,842,422 shares; 2024Q4: 7,690,344 shares; 2025Q1: 7,745,402 shares; 2025Q2: 7,719,023 shares; 2025Q3: 7,598,311 shares; 2025Q4: 6,790,175 shares 6,790,175 $471M 0.26% -808,136 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,066 shares; 2025Q1: 739 shares; 2025Q2: 18,484 shares; 2025Q3: 6,939,129 shares; 2025Q4: 8,478,352 shares 8,478,352 $447M 0.24% +1,539,223 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: 9,905,008 shares; 2024Q4: 6,175,929 shares; 2025Q1: 5,759,372 shares; 2025Q2: 5,459,821 shares; 2025Q3: 5,119,584 shares; 2025Q4: 4,669,005 shares 4,669,005 $440M 0.24% -450,579 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,892,090 shares; 2025Q4: 8,307,617 shares 8,307,617 $432M 0.24% +3,415,527 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: 3,963,258 shares; 2024Q4: 3,885,117 shares; 2025Q1: 3,898,575 shares; 2025Q2: 3,904,753 shares; 2025Q3: 3,900,604 shares; 2025Q4: 3,870,607 shares 3,870,607 $431M 0.24% -29,997 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: 2,245,833 shares; 2024Q4: 2,248,451 shares; 2025Q1: 2,251,634 shares; 2025Q2: 2,253,747 shares; 2025Q3: 2,440,371 shares; 2025Q4: 2,424,435 shares 2,424,435 $430M 0.24% -15,936 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: 6,097,513 shares; 2024Q4: 5,791,514 shares; 2025Q1: 5,867,159 shares; 2025Q2: 5,830,280 shares; 2025Q3: 6,190,133 shares; 2025Q4: 6,140,607 shares 6,140,607 $429M 0.23% -49,526 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: 768,842 shares; 2024Q4: 756,730 shares; 2025Q1: 744,696 shares; 2025Q2: 723,545 shares; 2025Q3: 714,972 shares; 2025Q4: 704,633 shares 704,633 $425M 0.23% -10,339 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: 2,729,369 shares; 2024Q4: 2,806,457 shares; 2025Q1: 2,804,460 shares; 2025Q2: 2,766,248 shares; 2025Q3: 2,656,084 shares; 2025Q4: 2,623,555 shares 2,623,555 $421M 0.23% -32,529 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,442,612 shares; 2024Q4: 8,330,033 shares; 2025Q1: 7,021,666 shares; 2025Q2: 6,919,091 shares; 2025Q3: 6,835,074 shares; 2025Q4: 6,762,221 shares 6,762,221 $413M 0.23% -72,853 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: 1,076,530 shares; 2024Q4: 1,070,066 shares; 2025Q1: 1,068,236 shares; 2025Q2: 1,061,823 shares; 2025Q3: 1,038,587 shares; 2025Q4: 1,028,930 shares 1,028,930 $381M 0.21% -9,657 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: 324,542 shares; 2025Q1: 324,431 shares; 2025Q2: 331,546 shares; 2025Q3: 360,995 shares; 2025Q4: 355,620 shares 355,620 $381M 0.21% -5,375 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646,603 shares; 2024Q4: 3,817,496 shares; 2025Q1: 3,827,188 shares; 2025Q2: 3,899,335 shares; 2025Q3: 3,999,780 shares; 2025Q4: 4,244,757 shares 4,244,757 $355M 0.19% +244,977 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: 1,250,303 shares; 2024Q4: 1,237,998 shares; 2025Q1: 1,296,920 shares; 2025Q2: 1,301,238 shares; 2025Q3: 1,398,729 shares; 2025Q4: 1,367,482 shares 1,367,482 $352M 0.19% -31,247 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: 1,049,095 shares; 2024Q4: 1,019,614 shares; 2025Q1: 1,033,324 shares; 2025Q2: 1,050,602 shares; 2025Q3: 1,030,046 shares; 2025Q4: 997,458 shares 997,458 $351M 0.19% -32,588 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: 690,164 shares; 2024Q4: 682,157 shares; 2025Q1: 673,364 shares; 2025Q2: 669,511 shares; 2025Q3: 670,802 shares; 2025Q4: 659,015 shares 659,015 $344M 0.19% -11,787 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: 1,039,720 shares; 2024Q4: 1,017,963 shares; 2025Q1: 1,024,152 shares; 2025Q2: 1,010,085 shares; 2025Q3: 1,115,268 shares; 2025Q4: 1,048,963 shares 1,048,963 $343M 0.19% -66,305 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,903,646 shares; 2024Q4: 3,908,613 shares; 2025Q1: 3,892,481 shares; 2025Q2: 3,886,291 shares; 2025Q3: 3,899,581 shares; 2025Q4: 3,851,287 shares 3,851,287 $339M 0.19% -48,294 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: 2,658,038 shares; 2024Q4: 2,687,537 shares; 2025Q1: 2,665,206 shares; 2025Q2: 2,464,458 shares; 2025Q3: 2,445,568 shares; 2025Q4: 2,457,673 shares 2,457,673 $337M 0.18% +12,105 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: 1,175,436 shares; 2024Q4: 1,181,333 shares; 2025Q1: 1,180,817 shares; 2025Q2: 1,167,890 shares; 2025Q3: 1,159,886 shares; 2025Q4: 1,116,886 shares 1,116,886 $331M 0.18% -43,000 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: 1,113,193 shares; 2024Q4: 988,607 shares; 2025Q1: 998,797 shares; 2025Q2: 1,012,835 shares; 2025Q3: 997,236 shares; 2025Q4: 1,088,374 shares 1,088,374 $331M 0.18% +91,138 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: 1,767,704 shares; 2024Q4: 1,788,966 shares; 2025Q1: 1,802,282 shares; 2025Q2: 1,814,216 shares; 2025Q3: 2,044,074 shares; 2025Q4: 2,041,739 shares 2,041,739 $314M 0.17% -2,335 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158,352 shares; 2024Q4: 1,148,865 shares; 2025Q1: 1,133,258 shares; 2025Q2: 1,098,715 shares; 2025Q3: 1,115,856 shares; 2025Q4: 1,104,059 shares 1,104,059 $308M 0.17% -11,797 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: 1,488,258 shares; 2024Q4: 1,491,516 shares; 2025Q1: 1,502,128 shares; 2025Q2: 1,468,234 shares; 2025Q3: 1,460,643 shares; 2025Q4: 1,469,922 shares 1,469,922 $307M 0.17% +9,279 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: 923,033 shares; 2024Q4: 908,204 shares; 2025Q1: 924,358 shares; 2025Q2: 924,940 shares; 2025Q3: 982,245 shares; 2025Q4: 960,453 shares 960,453 $306M 0.17% -21,792 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: 2,309,515 shares; 2024Q4: 2,271,184 shares; 2025Q1: 2,271,174 shares; 2025Q2: 2,287,808 shares; 2025Q3: 2,269,390 shares; 2025Q4: 2,660,996 shares 2,660,996 $303M 0.17% +391,606 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: 1,571,846 shares; 2024Q4: 1,546,851 shares; 2025Q1: 1,458,315 shares; 2025Q2: 1,477,407 shares; 2025Q3: 1,546,537 shares; 2025Q4: 1,517,686 shares 1,517,686 $296M 0.16% -28,851 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: 1,230,981 shares; 2024Q4: 1,210,894 shares; 2025Q1: 1,201,979 shares; 2025Q2: 872,370 shares; 2025Q3: 914,521 shares; 2025Q4: 892,850 shares 892,850 $295M 0.16% -21,671 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: 468,774 shares; 2024Q4: 494,128 shares; 2025Q1: 524,592 shares; 2025Q2: 583,941 shares; 2025Q3: 627,852 shares; 2025Q4: 647,258 shares 647,258 $291M 0.16% +19,406 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: 822,636 shares; 2024Q4: 822,615 shares; 2025Q1: 819,165 shares; 2025Q2: 943,272 shares; 2025Q3: 953,912 shares; 2025Q4: 936,983 shares 936,983 $289M 0.16% -16,929 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: 1,453,285 shares; 2024Q4: 1,389,392 shares; 2025Q1: 1,350,578 shares; 2025Q2: 1,307,663 shares; 2025Q3: 1,275,551 shares; 2025Q4: 1,243,776 shares 1,243,776 $288M 0.16% -31,775 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809,438 shares; 2024Q4: 2,931,127 shares; 2025Q1: 2,939,526 shares; 2025Q2: 2,916,723 shares; 2025Q3: 2,884,191 shares; 2025Q4: 3,000,326 shares 3,000,326 $286M 0.16% +116,135 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: 280,716 shares; 2024Q4: 281,299 shares; 2025Q1: 287,722 shares; 2025Q2: 281,936 shares; 2025Q3: 332,811 shares; 2025Q4: 324,164 shares 324,164 $285M 0.16% -8,647 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: 3,408,742 shares; 2024Q4: 3,518,476 shares; 2025Q1: 3,421,562 shares; 2025Q2: 3,482,215 shares; 2025Q3: 3,611,562 shares; 2025Q4: 3,737,360 shares 3,737,360 $277M 0.15% +125,798 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: 607,076 shares; 2024Q4: 622,752 shares; 2025Q1: 667,815 shares; 2025Q2: 673,776 shares; 2025Q3: 694,461 shares; 2025Q4: 695,583 shares 695,583 $276M 0.15% +1,122 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: 925,622 shares; 2024Q4: 911,447 shares; 2025Q1: 895,293 shares; 2025Q2: 889,139 shares; 2025Q3: 878,443 shares; 2025Q4: 870,582 shares 870,582 $272M 0.15% -7,861 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404,820 shares; 2024Q4: 2,383,477 shares; 2025Q1: 2,375,321 shares; 2025Q2: 2,363,036 shares; 2025Q3: 2,589,930 shares; 2025Q4: 2,563,809 shares 2,563,809 $270M 0.15% -26,121 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566,374 shares; 2024Q4: 1,565,745 shares; 2025Q1: 1,559,068 shares; 2025Q2: 1,463,683 shares; 2025Q3: 1,460,909 shares; 2025Q4: 1,468,370 shares 1,468,370 $260M 0.14% +7,461 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: 1,297,519 shares; 2024Q4: 1,289,962 shares; 2025Q1: 1,288,708 shares; 2025Q2: 1,273,286 shares; 2025Q3: 1,461,930 shares; 2025Q4: 1,418,300 shares 1,418,300 $246M 0.13% -43,630 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277,988 shares; 2024Q4: 5,257,205 shares; 2025Q1: 5,273,261 shares; 2025Q2: 5,129,846 shares; 2025Q3: 5,095,200 shares; 2025Q4: 5,192,385 shares 5,192,385 $244M 0.13% +97,185 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: 455,376 shares; 2024Q4: 445,197 shares; 2025Q1: 435,902 shares; 2025Q2: 480,393 shares; 2025Q3: 535,449 shares; 2025Q4: 500,573 shares 500,573 $242M 0.13% -34,876 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002,092 shares; 2024Q4: 4,914,407 shares; 2025Q1: 4,848,377 shares; 2025Q2: 4,634,490 shares; 2025Q3: 4,497,198 shares; 2025Q4: 4,421,722 shares 4,421,722 $242M 0.13% -75,476 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 328,124 shares; 2025Q1: 450,053 shares; 2025Q2: 593,188 shares; 2025Q3: 2,639,746 shares; 2025Q4: 2,926,406 shares 2,926,406 $241M 0.13% +286,660 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: 326,904 shares; 2024Q4: 321,849 shares; 2025Q1: 318,303 shares; 2025Q2: 320,870 shares; 2025Q3: 314,165 shares; 2025Q4: 310,518 shares 310,518 $234M 0.13% -3,647 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: 840,166 shares; 2024Q4: 833,951 shares; 2025Q1: 835,178 shares; 2025Q2: 835,473 shares; 2025Q3: 808,665 shares; 2025Q4: 1,622,112 shares 1,622,112 $234M 0.13% +813,447 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: 1,247,066 shares; 2024Q4: 1,262,652 shares; 2025Q1: 1,174,773 shares; 2025Q2: 1,158,384 shares; 2025Q3: 971,532 shares; 2025Q4: 945,441 shares 945,441 $233M 0.13% -26,091 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: 605,782 shares; 2024Q4: 603,886 shares; 2025Q1: 600,744 shares; 2025Q2: 606,414 shares; 2025Q3: 544,493 shares; 2025Q4: 544,455 shares 544,455 $230M 0.13% -38 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: 1,836,420 shares; 2024Q4: 1,814,362 shares; 2025Q1: 1,787,862 shares; 2025Q2: 1,756,849 shares; 2025Q3: 1,732,587 shares; 2025Q4: 1,714,433 shares 1,714,433 $228M 0.12% -18,154 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: 2,201,527 shares; 2024Q4: 2,191,169 shares; 2025Q1: 2,243,558 shares; 2025Q2: 2,203,398 shares; 2025Q3: 2,357,552 shares; 2025Q4: 2,405,377 shares 2,405,377 $224M 0.12% +47,825 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: 237,552 shares; 2024Q4: 214,302 shares; 2025Q1: 206,879 shares; 2025Q2: 195,543 shares; 2025Q3: 327,044 shares; 2025Q4: 336,841 shares 336,841 $220M 0.12% +9,797 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: 5,977,804 shares; 2024Q4: 5,834,089 shares; 2025Q1: 5,787,981 shares; 2025Q2: 5,677,028 shares; 2025Q3: 5,592,384 shares; 2025Q4: 5,357,713 shares 5,357,713 $218M 0.12% -234,671 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: 933,391 shares; 2024Q4: 960,293 shares; 2025Q1: 954,573 shares; 2025Q2: 969,532 shares; 2025Q3: 829,287 shares; 2025Q4: 810,153 shares 810,153 $217M 0.12% -19,134 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: 348,981 shares; 2024Q4: 423,809 shares; 2025Q1: 447,775 shares; 2025Q2: 469,449 shares; 2025Q3: 536,141 shares; 2025Q4: 508,639 shares 508,639 $217M 0.12% -27,502 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,062 shares; 2024Q4: 560,710 shares; 2025Q1: 545,424 shares; 2025Q2: 531,543 shares; 2025Q3: 524,170 shares; 2025Q4: 517,649 shares 517,649 $214M 0.12% -6,521 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: 1,286,525 shares; 2024Q4: 1,191,850 shares; 2025Q1: 1,189,591 shares; 2025Q2: 1,184,055 shares; 2025Q3: 1,145,050 shares; 2025Q4: 1,134,604 shares 1,134,604 $213M 0.12% -10,446 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: 3,637,844 shares; 2024Q4: 3,421,419 shares; 2025Q1: 3,380,494 shares; 2025Q2: 3,395,602 shares; 2025Q3: 3,118,529 shares; 2025Q4: 2,958,640 shares 2,958,640 $211M 0.12% -159,889 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: 1,443,896 shares; 2024Q4: 1,419,276 shares; 2025Q1: 1,388,271 shares; 2025Q2: 1,364,693 shares; 2025Q3: 1,341,069 shares; 2025Q4: 1,311,926 shares 1,311,926 $210M 0.11% -29,143 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: 705,204 shares; 2024Q4: 697,847 shares; 2025Q1: 698,613 shares; 2025Q2: 680,936 shares; 2025Q3: 683,942 shares; 2025Q4: 694,339 shares 694,339 $210M 0.11% +10,397 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: 1,199,444 shares; 2024Q4: 1,219,525 shares; 2025Q1: 1,198,962 shares; 2025Q2: 1,123,339 shares; 2025Q3: 1,111,776 shares; 2025Q4: 1,113,075 shares 1,113,075 $202M 0.11% +1,299 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: 80,647 shares; 2024Q4: 96,003 shares; 2025Q1: 106,030 shares; 2025Q2: 194,904 shares; 2025Q3: 242,256 shares; 2025Q4: 244,414 shares 244,414 $200M 0.11% +2,158 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164,775 shares; 2024Q4: 4,019,327 shares; 2025Q1: 3,693,586 shares; 2025Q2: 3,738,175 shares; 2025Q3: 3,896,656 shares; 2025Q4: 3,786,736 shares 3,786,736 $200M 0.11% -109,920 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254,014 shares; 2024Q4: 2,652,274 shares; 2025Q1: 3,044,501 shares; 2025Q2: 3,403,485 shares; 2025Q3: 3,799,980 shares; 2025Q4: 4,021,393 shares 4,021,393 $199M 0.11% +221,413 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: 413,719 shares; 2024Q4: 410,750 shares; 2025Q1: 424,640 shares; 2025Q2: 362,973 shares; 2025Q3: 358,727 shares; 2025Q4: 347,360 shares 347,360 $199M 0.11% -11,367 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: 655,737 shares; 2024Q4: 661,839 shares; 2025Q1: 647,563 shares; 2025Q2: 607,024 shares; 2025Q3: 621,484 shares; 2025Q4: 613,190 shares 613,190 $198M 0.11% -8,294 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,263 shares; 2024Q4: 1,384,804 shares; 2025Q1: 1,261,399 shares; 2025Q2: 1,359,545 shares; 2025Q3: 1,374,343 shares; 2025Q4: 1,386,990 shares 1,386,990 $196M 0.11% +12,647 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: 392,445 shares; 2024Q4: 370,095 shares; 2025Q1: 364,921 shares; 2025Q2: 350,152 shares; 2025Q3: 396,075 shares; 2025Q4: 389,495 shares 389,495 $191M 0.1% -6,580 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: 1,958,463 shares; 2024Q4: 2,015,043 shares; 2025Q1: 2,004,408 shares; 2025Q2: 1,957,170 shares; 2025Q3: 1,946,602 shares; 2025Q4: 1,940,044 shares 1,940,044 $188M 0.1% -6,558 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: 4,469,665 shares; 2024Q4: 4,439,960 shares; 2025Q1: 4,384,718 shares; 2025Q2: 4,140,276 shares; 2025Q3: 3,659,428 shares; 2025Q4: 3,433,534 shares 3,433,534 $185M 0.1% -225,894 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: 1,464,783 shares; 2024Q4: 1,445,711 shares; 2025Q1: 1,422,498 shares; 2025Q2: 1,341,852 shares; 2025Q3: 1,312,650 shares; 2025Q4: 1,282,032 shares 1,282,032 $181M 0.1% -30,618 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: 9,040,193 shares; 2024Q4: 8,469,088 shares; 2025Q1: 8,057,282 shares; 2025Q2: 7,656,798 shares; 2025Q3: 7,433,633 shares; 2025Q4: 7,192,560 shares 7,192,560 $179M 0.1% -241,073 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: 1,169,526 shares; 2024Q4: 1,154,566 shares; 2025Q1: 1,184,258 shares; 2025Q2: 1,195,709 shares; 2025Q3: 1,189,098 shares; 2025Q4: 1,161,626 shares 1,161,626 $179M 0.1% -27,472 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: 424,127 shares; 2024Q4: 421,168 shares; 2025Q1: 407,485 shares; 2025Q2: 428,057 shares; 2025Q3: 479,432 shares; 2025Q4: 465,420 shares 465,420 $178M 0.1% -14,012 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: 1,359,539 shares; 2024Q4: 1,407,669 shares; 2025Q1: 1,415,718 shares; 2025Q2: 1,299,637 shares; 2025Q3: 1,318,428 shares; 2025Q4: 1,340,643 shares 1,340,643 $176M 0.1% +22,215 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: 792,026 shares; 2024Q4: 791,454 shares; 2025Q1: 798,111 shares; 2025Q2: 780,538 shares; 2025Q3: 823,826 shares; 2025Q4: 825,195 shares 825,195 $175M 0.1% +1,369 Timeline MGV 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: 1,260,757 shares; 2024Q4: 1,266,543 shares; 2025Q1: 1,256,579 shares; 2025Q2: 1,223,802 shares; 2025Q3: 1,220,348 shares; 2025Q4: 1,223,662 shares 1,223,662 $173M 0.09% +3,314 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: 1,019,184 shares; 2024Q4: 1,128,688 shares; 2025Q1: 1,330,494 shares; 2025Q2: 1,367,282 shares; 2025Q3: 1,415,258 shares; 2025Q4: 2,056,211 shares 2,056,211 $170M 0.09% +640,953 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,034 shares; 2024Q4: 268,756 shares; 2025Q1: 440,291 shares; 2025Q2: 1,795,928 shares; 2025Q3: 1,991,031 shares; 2025Q4: 2,198,370 shares 2,198,370 $169M 0.09% +207,339 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: 789,987 shares; 2024Q4: 774,031 shares; 2025Q1: 786,284 shares; 2025Q2: 785,030 shares; 2025Q3: 865,743 shares; 2025Q4: 1,005,357 shares 1,005,357 $169M 0.09% +139,614 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243,376 shares; 2024Q4: 1,279,408 shares; 2025Q1: 1,259,944 shares; 2025Q2: 1,252,682 shares; 2025Q3: 1,240,306 shares; 2025Q4: 1,232,425 shares 1,232,425 $167M 0.09% -7,881 Timeline CWI 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: 3,616,507 shares; 2024Q4: 3,743,196 shares; 2025Q1: 3,858,407 shares; 2025Q2: 3,848,129 shares; 2025Q3: 4,039,124 shares; 2025Q4: 4,463,614 shares 4,463,614 $160M 0.09% +424,490 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: 995,056 shares; 2024Q4: 960,331 shares; 2025Q1: 956,798 shares; 2025Q2: 935,057 shares; 2025Q3: 927,102 shares; 2025Q4: 931,135 shares 931,135 $159M 0.09% +4,033 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: 6,018,507 shares; 2024Q4: 5,875,263 shares; 2025Q1: 5,768,044 shares; 2025Q2: 5,571,718 shares; 2025Q3: 6,038,783 shares; 2025Q4: 5,316,492 shares 5,316,492 $159M 0.09% -722,291 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: 998,976 shares; 2024Q4: 1,003,979 shares; 2025Q1: 997,373 shares; 2025Q2: 1,040,107 shares; 2025Q3: 1,063,932 shares; 2025Q4: 1,095,774 shares 1,095,774 $153M 0.08% +31,842 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: 172,674 shares; 2024Q4: 168,117 shares; 2025Q1: 170,939 shares; 2025Q2: 174,365 shares; 2025Q3: 173,283 shares; 2025Q4: 172,414 shares 172,414 $152M 0.08% -869 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: 202,085 shares; 2024Q4: 178,395 shares; 2025Q1: 182,423 shares; 2025Q2: 185,811 shares; 2025Q3: 204,996 shares; 2025Q4: 979,900 shares 979,900 $150M 0.08% +774,904 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: 484,616 shares; 2024Q4: 498,015 shares; 2025Q1: 518,762 shares; 2025Q2: 398,590 shares; 2025Q3: 414,966 shares; 2025Q4: 435,278 shares 435,278 $149M 0.08% +20,312 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: 636,660 shares; 2024Q4: 634,002 shares; 2025Q1: 644,388 shares; 2025Q2: 711,135 shares; 2025Q3: 769,465 shares; 2025Q4: 874,973 shares 874,973 $147M 0.08% +105,508 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: 159,413 shares; 2024Q4: 149,336 shares; 2025Q1: 148,990 shares; 2025Q2: 152,781 shares; 2025Q3: 158,301 shares; 2025Q4: 1,548,647 shares 1,548,647 $145M 0.08% +1,390,346 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: 274,783 shares; 2024Q4: 270,462 shares; 2025Q1: 272,053 shares; 2025Q2: 254,250 shares; 2025Q3: 249,863 shares; 2025Q4: 248,402 shares 248,402 $144M 0.08% -1,461 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: 43,149 shares; 2024Q4: 43,262 shares; 2025Q1: 42,904 shares; 2025Q2: 42,662 shares; 2025Q3: 42,420 shares; 2025Q4: 41,938 shares 41,938 $142M 0.08% -482 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: 346,781 shares; 2024Q4: 350,367 shares; 2025Q1: 347,849 shares; 2025Q2: 277,569 shares; 2025Q3: 319,864 shares; 2025Q4: 318,039 shares 318,039 $141M 0.08% -1,825 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: 1,189,878 shares; 2024Q4: 1,179,892 shares; 2025Q1: 1,162,852 shares; 2025Q2: 1,167,865 shares; 2025Q3: 1,186,225 shares; 2025Q4: 1,239,402 shares 1,239,402 $141M 0.08% +53,177 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: 409,125 shares; 2024Q4: 414,072 shares; 2025Q1: 436,813 shares; 2025Q2: 484,626 shares; 2025Q3: 481,264 shares; 2025Q4: 477,702 shares 477,702 $136M 0.07% -3,562 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: 5,274,034 shares; 2024Q4: 4,563,034 shares; 2025Q1: 4,320,928 shares; 2025Q2: 3,957,628 shares; 2025Q3: 3,732,963 shares; 2025Q4: 3,677,012 shares 3,677,012 $136M 0.07% -55,951 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: 309,172 shares; 2024Q4: 319,682 shares; 2025Q1: 333,439 shares; 2025Q2: 347,716 shares; 2025Q3: 349,410 shares; 2025Q4: 346,062 shares 346,062 $134M 0.07% -3,348 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: 443,103 shares; 2024Q4: 443,667 shares; 2025Q1: 448,063 shares; 2025Q2: 444,931 shares; 2025Q3: 442,625 shares; 2025Q4: 428,608 shares 428,608 $133M 0.07% -14,017 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: 933,715 shares; 2024Q4: 914,691 shares; 2025Q1: 891,727 shares; 2025Q2: 858,293 shares; 2025Q3: 891,435 shares; 2025Q4: 909,000 shares 909,000 $130M 0.07% +17,565 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114,542 shares; 2024Q4: 1,198,251 shares; 2025Q1: 1,266,084 shares; 2025Q2: 1,252,658 shares; 2025Q3: 1,222,943 shares; 2025Q4: 1,221,511 shares 1,221,511 $129M 0.07% -1,432 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: 2,382,965 shares; 2024Q4: 2,536,729 shares; 2025Q1: 2,409,046 shares; 2025Q2: 2,374,390 shares; 2025Q3: 2,371,588 shares; 2025Q4: 2,560,351 shares 2,560,351 $129M 0.07% +188,763 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: 1,415,526 shares; 2024Q4: 1,302,996 shares; 2025Q1: 1,245,745 shares; 2025Q2: 1,238,416 shares; 2025Q3: 1,185,071 shares; 2025Q4: 1,162,069 shares 1,162,069 $128M 0.07% -23,002 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: 475,878 shares; 2024Q4: 470,450 shares; 2025Q1: 475,970 shares; 2025Q2: 500,670 shares; 2025Q3: 494,775 shares; 2025Q4: 498,238 shares 498,238 $128M 0.07% +3,463 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: 113,521 shares; 2024Q4: 121,258 shares; 2025Q1: 145,504 shares; 2025Q2: 154,364 shares; 2025Q3: 158,827 shares; 2025Q4: 203,595 shares 203,595 $128M 0.07% +44,768 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: 509,421 shares; 2024Q4: 497,211 shares; 2025Q1: 502,713 shares; 2025Q2: 502,479 shares; 2025Q3: 508,703 shares; 2025Q4: 503,559 shares 503,559 $126M 0.07% -5,144 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: 563,240 shares; 2024Q4: 571,215 shares; 2025Q1: 581,047 shares; 2025Q2: 574,965 shares; 2025Q3: 818,127 shares; 2025Q4: 1,219,063 shares 1,219,063 $125M 0.07% +400,936 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: 1,019,800 shares; 2024Q4: 1,023,028 shares; 2025Q1: 1,003,844 shares; 2025Q2: 921,071 shares; 2025Q3: 899,545 shares; 2025Q4: 884,191 shares 884,191 $125M 0.07% -15,354 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: 2,939,345 shares; 2024Q4: 2,891,855 shares; 2025Q1: 2,824,600 shares; 2025Q2: 2,761,701 shares; 2025Q3: 2,360,478 shares; 2025Q4: 2,329,153 shares 2,329,153 $124M 0.07% -31,325 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: 587,472 shares; 2024Q4: 587,941 shares; 2025Q1: 595,851 shares; 2025Q2: 598,381 shares; 2025Q3: 671,907 shares; 2025Q4: 648,524 shares 648,524 $120M 0.07% -23,383 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: 2,158,395 shares; 2024Q4: 2,129,072 shares; 2025Q1: 2,151,683 shares; 2025Q2: 2,150,007 shares; 2025Q3: 2,318,398 shares; 2025Q4: 2,157,744 shares 2,157,744 $116M 0.06% -160,654 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: 310,296 shares; 2024Q4: 312,633 shares; 2025Q1: 312,696 shares; 2025Q2: 320,394 shares; 2025Q3: 366,155 shares; 2025Q4: 369,717 shares 369,717 $116M 0.06% +3,562 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: 393,431 shares; 2024Q4: 404,049 shares; 2025Q1: 399,437 shares; 2025Q2: 394,359 shares; 2025Q3: 392,100 shares; 2025Q4: 398,089 shares 398,089 $115M 0.06% +5,989 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,309 shares; 2024Q4: 532,883 shares; 2025Q1: 528,869 shares; 2025Q2: 530,508 shares; 2025Q3: 531,469 shares; 2025Q4: 535,445 shares 535,445 $114M 0.06% +3,976 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: 1,344,617 shares; 2024Q4: 1,120,472 shares; 2025Q1: 1,152,559 shares; 2025Q2: 1,215,796 shares; 2025Q3: 1,221,843 shares; 2025Q4: 1,188,016 shares 1,188,016 $113M 0.06% -33,827 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: 276,507 shares; 2024Q4: 265,883 shares; 2025Q1: 258,344 shares; 2025Q2: 251,444 shares; 2025Q3: 246,821 shares; 2025Q4: 241,953 shares 241,953 $113M 0.06% -4,868 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: 935,614 shares; 2024Q4: 919,436 shares; 2025Q1: 910,915 shares; 2025Q2: 910,803 shares; 2025Q3: 905,470 shares; 2025Q4: 918,998 shares 918,998 $112M 0.06% +13,528 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: 6,521,214 shares; 2024Q4: 3,542,504 shares; 2025Q1: 3,496,177 shares; 2025Q2: 3,375,730 shares; 2025Q3: 3,275,709 shares; 2025Q4: 3,077,338 shares 3,077,338 $112M 0.06% -198,371 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: 1,224,388 shares; 2024Q4: 1,319,214 shares; 2025Q1: 1,328,032 shares; 2025Q2: 1,295,417 shares; 2025Q3: 1,192,424 shares; 2025Q4: 1,176,077 shares 1,176,077 $110M 0.06% -16,347 Timeline MGC 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: 402,943 shares; 2024Q4: 410,655 shares; 2025Q1: 416,895 shares; 2025Q2: 415,956 shares; 2025Q3: 422,981 shares; 2025Q4: 433,587 shares 433,587 $109M 0.06% +10,606 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: 694,922 shares; 2024Q4: 711,010 shares; 2025Q1: 712,024 shares; 2025Q2: 707,764 shares; 2025Q3: 978,091 shares; 2025Q4: 970,400 shares 970,400 $109M 0.06% -7,691 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: 1,922,740 shares; 2024Q4: 1,881,006 shares; 2025Q1: 1,946,012 shares; 2025Q2: 1,897,795 shares; 2025Q3: 1,897,952 shares; 2025Q4: 1,886,348 shares 1,886,348 $109M 0.06% -11,604 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: 1,211,655 shares; 2024Q4: 1,182,499 shares; 2025Q1: 1,164,743 shares; 2025Q2: 1,135,243 shares; 2025Q3: 1,083,331 shares; 2025Q4: 1,078,958 shares 1,078,958 $107M 0.06% -4,373 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: 527,586 shares; 2024Q4: 514,194 shares; 2025Q1: 512,707 shares; 2025Q2: 509,112 shares; 2025Q3: 500,284 shares; 2025Q4: 486,625 shares 486,625 $107M 0.06% -13,659 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819,440 shares; 2024Q4: 1,902,064 shares; 2025Q1: 2,378,918 shares; 2025Q2: 2,770,286 shares; 2025Q3: 2,809,591 shares; 2025Q4: 2,877,800 shares 2,877,800 $106M 0.06% +68,209 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: 393,268 shares; 2024Q4: 386,833 shares; 2025Q1: 382,772 shares; 2025Q2: 375,467 shares; 2025Q3: 369,996 shares; 2025Q4: 361,908 shares 361,908 $104M 0.06% -8,088 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: 127,892 shares; 2024Q4: 114,261 shares; 2025Q1: 117,935 shares; 2025Q2: 152,264 shares; 2025Q3: 159,500 shares; 2025Q4: 156,235 shares 156,235 $103M 0.06% -3,265 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: 190,498 shares; 2024Q4: 190,883 shares; 2025Q1: 200,276 shares; 2025Q2: 420,683 shares; 2025Q3: 420,330 shares; 2025Q4: 424,694 shares 424,694 $103M 0.06% +4,364 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: 289,527 shares; 2024Q4: 291,214 shares; 2025Q1: 294,504 shares; 2025Q2: 293,842 shares; 2025Q3: 268,931 shares; 2025Q4: 264,431 shares 264,431 $103M 0.06% -4,500 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: 950,390 shares; 2024Q4: 975,030 shares; 2025Q1: 1,056,612 shares; 2025Q2: 1,129,299 shares; 2025Q3: 1,212,671 shares; 2025Q4: 1,261,497 shares 1,261,497 $102M 0.06% +48,826 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: 955,624 shares; 2024Q4: 951,757 shares; 2025Q1: 965,859 shares; 2025Q2: 971,342 shares; 2025Q3: 1,187,168 shares; 2025Q4: 1,169,556 shares 1,169,556 $98.5M 0.05% -17,612 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883,822 shares; 2024Q4: 1,975,290 shares; 2025Q1: 1,998,637 shares; 2025Q2: 1,884,812 shares; 2025Q3: 1,886,234 shares; 2025Q4: 1,808,768 shares 1,808,768 $97.5M 0.05% -77,466 Timeline RDVY 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: 1,114,743 shares; 2024Q4: 1,185,165 shares; 2025Q1: 1,276,965 shares; 2025Q2: 1,248,516 shares; 2025Q3: 1,309,827 shares; 2025Q4: 1,400,833 shares 1,400,833 $97.3M 0.05% +91,006 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: 810,412 shares; 2024Q4: 800,865 shares; 2025Q1: 813,474 shares; 2025Q2: 815,500 shares; 2025Q3: 963,629 shares; 2025Q4: 751,929 shares 751,929 $97M 0.05% -211,700 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: 29,881 shares; 2024Q4: 67,559 shares; 2025Q1: 71,401 shares; 2025Q2: 72,961 shares; 2025Q3: 71,831 shares; 2025Q4: 72,171 shares 72,171 $96M 0.05% +340 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: 478,536 shares; 2024Q4: 462,528 shares; 2025Q1: 534,652 shares; 2025Q2: 530,803 shares; 2025Q3: 734,842 shares; 2025Q4: 746,411 shares 746,411 $95.3M 0.05% +11,569 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: 188,816 shares; 2024Q4: 185,139 shares; 2025Q1: 178,957 shares; 2025Q2: 175,562 shares; 2025Q3: 170,749 shares; 2025Q4: 166,796 shares 166,796 $95.1M 0.05% -3,953 Timeline JEPI 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: 945,759 shares; 2024Q4: 1,073,749 shares; 2025Q1: 1,219,666 shares; 2025Q2: 1,326,813 shares; 2025Q3: 1,459,624 shares; 2025Q4: 1,650,864 shares 1,650,864 $94.5M 0.05% +191,240 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307,717 shares; 2024Q4: 2,518,362 shares; 2025Q1: 2,714,600 shares; 2025Q2: 3,819,204 shares; 2025Q3: 3,763,183 shares; 2025Q4: 3,876,303 shares 3,876,303 $94.5M 0.05% +113,120 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,420 shares; 2024Q4: 1,289,388 shares; 2025Q1: 1,220,747 shares; 2025Q2: 1,205,350 shares; 2025Q3: 1,195,946 shares; 2025Q4: 1,046,044 shares 1,046,044 $92.6M 0.05% -149,902 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: 401,762 shares; 2024Q4: 397,932 shares; 2025Q1: 395,366 shares; 2025Q2: 382,358 shares; 2025Q3: 382,430 shares; 2025Q4: 383,029 shares 383,029 $92.4M 0.05% +599 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,391 shares; 2024Q4: 567,460 shares; 2025Q1: 575,923 shares; 2025Q2: 584,758 shares; 2025Q3: 581,418 shares; 2025Q4: 571,909 shares 571,909 $91.8M 0.05% -9,509 Timeline FLOT 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: 2,207,193 shares; 2024Q4: 1,920,971 shares; 2025Q1: 1,981,408 shares; 2025Q2: 1,892,809 shares; 2025Q3: 1,983,792 shares; 2025Q4: 1,798,640 shares 1,798,640 $91.5M 0.05% -185,152 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: 133,147 shares; 2024Q4: 136,711 shares; 2025Q1: 133,670 shares; 2025Q2: 133,847 shares; 2025Q3: 131,654 shares; 2025Q4: 160,677 shares 160,677 $91M 0.05% +29,023 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: 107,455 shares; 2024Q4: 245,032 shares; 2025Q1: 372,684 shares; 2025Q2: 456,946 shares; 2025Q3: 492,480 shares; 2025Q4: 511,192 shares 511,192 $90.9M 0.05% +18,712 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,369 shares; 2024Q4: 397,203 shares; 2025Q1: 460,378 shares; 2025Q2: 472,132 shares; 2025Q3: 481,117 shares; 2025Q4: 474,334 shares 474,334 $90.9M 0.05% -6,783 Timeline VWOB 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: 997,238 shares; 2024Q4: 1,026,768 shares; 2025Q1: 1,055,993 shares; 2025Q2: 1,292,226 shares; 2025Q3: 1,307,972 shares; 2025Q4: 1,331,027 shares 1,331,027 $89.8M 0.05% +23,055 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825,728 shares; 2024Q4: 1,819,356 shares; 2025Q1: 1,799,620 shares; 2025Q2: 1,908,244 shares; 2025Q3: 1,931,478 shares; 2025Q4: 1,912,458 shares 1,912,458 $89.6M 0.05% -19,020 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: 1,030,705 shares; 2024Q4: 1,025,620 shares; 2025Q1: 941,926 shares; 2025Q2: 927,555 shares; 2025Q3: 888,103 shares; 2025Q4: 857,440 shares 857,440 $87.9M 0.05% -30,663 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: 545,066 shares; 2024Q4: 496,946 shares; 2025Q1: 500,124 shares; 2025Q2: 422,123 shares; 2025Q3: 397,263 shares; 2025Q4: 355,648 shares 355,648 $87.9M 0.05% -41,615 Timeline VOTE 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: 743,107 shares; 2024Q4: 813,269 shares; 2025Q1: 843,901 shares; 2025Q2: 1,016,587 shares; 2025Q3: 1,089,061 shares; 2025Q4: 1,092,021 shares 1,092,021 $87.6M 0.05% +2,960 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: 3,606,724 shares; 2024Q4: 3,589,824 shares; 2025Q1: 3,528,033 shares; 2025Q2: 3,491,668 shares; 2025Q3: 3,478,943 shares; 2025Q4: 3,395,562 shares 3,395,562 $84.3M 0.05% -83,381 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: 272,653 shares; 2024Q4: 291,576 shares; 2025Q1: 308,018 shares; 2025Q2: 348,330 shares; 2025Q3: 357,254 shares; 2025Q4: 382,031 shares 382,031 $84M 0.05% +24,777 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: 64,321 shares; 2024Q4: 67,590 shares; 2025Q1: 293,600 shares; 2025Q2: 306,894 shares; 2025Q3: 304,037 shares; 2025Q4: 299,652 shares 299,652 $83.6M 0.05% -4,385 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: 132,480 shares; 2024Q4: 256,737 shares; 2025Q1: 266,596 shares; 2025Q2: 269,518 shares; 2025Q3: 266,410 shares; 2025Q4: 257,071 shares 257,071 $83.3M 0.05% -9,339 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: 185,807 shares; 2024Q4: 181,855 shares; 2025Q1: 181,128 shares; 2025Q2: 181,705 shares; 2025Q3: 175,760 shares; 2025Q4: 173,151 shares 173,151 $83.2M 0.05% -2,609 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: 327,613 shares; 2024Q4: 317,312 shares; 2025Q1: 330,842 shares; 2025Q2: 347,024 shares; 2025Q3: 359,057 shares; 2025Q4: 376,943 shares 376,943 $80.7M 0.04% +17,886 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: 430,063 shares; 2024Q4: 420,344 shares; 2025Q1: 408,617 shares; 2025Q2: 401,125 shares; 2025Q3: 394,103 shares; 2025Q4: 383,255 shares 383,255 $79.8M 0.04% -10,848 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: 564,128 shares; 2024Q4: 555,446 shares; 2025Q1: 621,606 shares; 2025Q2: 744,884 shares; 2025Q3: 741,988 shares; 2025Q4: 825,971 shares 825,971 $78.5M 0.04% +83,983 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: 519,471 shares; 2024Q4: 522,679 shares; 2025Q1: 677,775 shares; 2025Q2: 664,992 shares; 2025Q3: 668,188 shares; 2025Q4: 669,784 shares 669,784 $78.5M 0.04% +1,596 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: 573,114 shares; 2024Q4: 606,078 shares; 2025Q1: 607,444 shares; 2025Q2: 607,027 shares; 2025Q3: 616,457 shares; 2025Q4: 728,134 shares 728,134 $78.2M 0.04% +111,677 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 15,863 shares; 2025Q1: 126,845 shares; 2025Q2: 134,115 shares; 2025Q3: 136,938 shares; 2025Q4: 140,491 shares 140,491 $77.7M 0.04% +3,553 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: 512,797 shares; 2024Q4: 540,451 shares; 2025Q1: 563,295 shares; 2025Q2: 556,559 shares; 2025Q3: 568,654 shares; 2025Q4: 644,190 shares 644,190 $76.9M 0.04% +75,536 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: 303,043 shares; 2024Q4: 297,414 shares; 2025Q1: 275,139 shares; 2025Q2: 304,825 shares; 2025Q3: 334,852 shares; 2025Q4: 335,080 shares 335,080 $76.7M 0.04% +228 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273,685 shares; 2024Q4: 1,251,340 shares; 2025Q1: 1,203,198 shares; 2025Q2: 1,140,794 shares; 2025Q3: 1,107,443 shares; 2025Q4: 1,071,116 shares 1,071,116 $76.5M 0.04% -36,327 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612,036 shares; 2024Q4: 1,783,056 shares; 2025Q1: 1,620,082 shares; 2025Q2: 1,628,603 shares; 2025Q3: 1,564,869 shares; 2025Q4: 1,583,602 shares 1,583,602 $76M 0.04% +18,733 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: 620,126 shares; 2024Q4: 601,813 shares; 2025Q1: 583,053 shares; 2025Q2: 571,846 shares; 2025Q3: 551,790 shares; 2025Q4: 550,200 shares 550,200 $75.2M 0.04% -1,590 Timeline JAVA 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: 62,141 shares; 2024Q4: 88,171 shares; 2025Q1: 1,032,555 shares; 2025Q2: 1,030,558 shares; 2025Q3: 1,028,952 shares; 2025Q4: 1,035,606 shares 1,035,606 $74.3M 0.04% +6,654 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: 394,553 shares; 2024Q4: 389,359 shares; 2025Q1: 379,904 shares; 2025Q2: 374,478 shares; 2025Q3: 372,638 shares; 2025Q4: 371,681 shares 371,681 $74.2M 0.04% -957 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: 164,532 shares; 2024Q4: 164,864 shares; 2025Q1: 157,642 shares; 2025Q2: 278,602 shares; 2025Q3: 373,931 shares; 2025Q4: 362,876 shares 362,876 $73.7M 0.04% -11,055 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: 364,529 shares; 2024Q4: 354,885 shares; 2025Q1: 373,297 shares; 2025Q2: 375,421 shares; 2025Q3: 345,569 shares; 2025Q4: 337,731 shares 337,731 $73.3M 0.04% -7,838 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006,957 shares; 2024Q4: 1,063,488 shares; 2025Q1: 1,113,410 shares; 2025Q2: 1,162,433 shares; 2025Q3: 1,172,358 shares; 2025Q4: 974,212 shares 974,212 $73.1M 0.04% -198,146 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: 1,328,695 shares; 2024Q4: 1,436,099 shares; 2025Q1: 1,391,550 shares; 2025Q2: 1,303,270 shares; 2025Q3: 1,270,097 shares; 2025Q4: 1,323,857 shares 1,323,857 $72.5M 0.04% +53,760 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: 107,515 shares; 2024Q4: 106,797 shares; 2025Q1: 103,586 shares; 2025Q2: 103,433 shares; 2025Q3: 102,981 shares; 2025Q4: 141,496 shares 141,496 $72.3M 0.04% +38,515 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: 362,339 shares; 2024Q4: 318,024 shares; 2025Q1: 289,550 shares; 2025Q2: 284,917 shares; 2025Q3: 276,336 shares; 2025Q4: 261,712 shares 261,712 $72M 0.04% -14,624 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: 659,615 shares; 2024Q4: 624,804 shares; 2025Q1: 619,218 shares; 2025Q2: 603,012 shares; 2025Q3: 589,699 shares; 2025Q4: 546,154 shares 546,154 $71.3M 0.04% -43,545 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: 782,663 shares; 2024Q4: 766,724 shares; 2025Q1: 788,114 shares; 2025Q2: 783,536 shares; 2025Q3: 767,504 shares; 2025Q4: 771,849 shares 771,849 $71.2M 0.04% +4,345 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: 156,183 shares; 2024Q4: 153,724 shares; 2025Q1: 147,986 shares; 2025Q2: 144,775 shares; 2025Q3: 141,921 shares; 2025Q4: 138,079 shares 138,079 $70.5M 0.04% -3,842 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: 980,063 shares; 2024Q4: 975,812 shares; 2025Q1: 959,126 shares; 2025Q2: 958,841 shares; 2025Q3: 953,347 shares; 2025Q4: 890,391 shares 890,391 $70.4M 0.04% -62,956 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: 1,434,840 shares; 2024Q4: 1,355,595 shares; 2025Q1: 1,249,483 shares; 2025Q2: 1,177,476 shares; 2025Q3: 1,143,100 shares; 2025Q4: 1,103,635 shares 1,103,635 $70.3M 0.04% -39,465 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: 347,903 shares; 2024Q4: 302,637 shares; 2025Q1: 319,062 shares; 2025Q2: 322,933 shares; 2025Q3: 317,663 shares; 2025Q4: 308,383 shares 308,383 $70.2M 0.04% -9,280 Timeline CWB 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: 846,950 shares; 2024Q4: 822,154 shares; 2025Q1: 806,490 shares; 2025Q2: 778,157 shares; 2025Q3: 778,616 shares; 2025Q4: 782,173 shares 782,173 $69.8M 0.04% +3,557 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: 292,492 shares; 2024Q4: 283,970 shares; 2025Q1: 308,029 shares; 2025Q2: 295,232 shares; 2025Q3: 281,960 shares; 2025Q4: 392,595 shares 392,595 $68.9M 0.04% +110,635 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: 222,487 shares; 2024Q4: 214,747 shares; 2025Q1: 212,656 shares; 2025Q2: 208,528 shares; 2025Q3: 205,326 shares; 2025Q4: 203,645 shares 203,645 $68.8M 0.04% -1,681 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: 238,067 shares; 2024Q4: 252,426 shares; 2025Q1: 263,501 shares; 2025Q2: 269,956 shares; 2025Q3: 246,075 shares; 2025Q4: 258,121 shares 258,121 $68.4M 0.04% +12,046 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: 456,897 shares; 2024Q4: 448,768 shares; 2025Q1: 425,435 shares; 2025Q2: 574,419 shares; 2025Q3: 584,204 shares; 2025Q4: 483,570 shares 483,570 $67.3M 0.04% -100,634 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417,064 shares; 2024Q4: 1,439,055 shares; 2025Q1: 1,431,447 shares; 2025Q2: 1,427,474 shares; 2025Q3: 1,434,212 shares; 2025Q4: 1,440,924 shares 1,440,924 $67.1M 0.04% +6,712 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: 216,060 shares; 2024Q4: 209,923 shares; 2025Q1: 203,695 shares; 2025Q2: 200,099 shares; 2025Q3: 201,853 shares; 2025Q4: 198,654 shares 198,654 $66.9M 0.04% -3,199 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572,548 shares; 2024Q4: 1,650,664 shares; 2025Q1: 1,605,542 shares; 2025Q2: 1,871,909 shares; 2025Q3: 1,975,232 shares; 2025Q4: 2,181,566 shares 2,181,566 $65.9M 0.04% +206,334 Timeline JNK 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: 630,755 shares; 2024Q4: 659,203 shares; 2025Q1: 651,474 shares; 2025Q2: 842,321 shares; 2025Q3: 649,058 shares; 2025Q4: 658,610 shares 658,610 $64M 0.03% +9,552 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: 674,695 shares; 2024Q4: 668,998 shares; 2025Q1: 655,937 shares; 2025Q2: 590,875 shares; 2025Q3: 569,168 shares; 2025Q4: 557,667 shares 557,667 $63.4M 0.03% -11,501 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,558 shares; 2024Q4: 385,718 shares; 2025Q1: 384,623 shares; 2025Q2: 382,550 shares; 2025Q3: 383,226 shares; 2025Q4: 384,230 shares 384,230 $62.8M 0.03% +1,004 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,612 shares; 2024Q4: 650,295 shares; 2025Q1: 655,520 shares; 2025Q2: 652,771 shares; 2025Q3: 905,489 shares; 2025Q4: 769,795 shares 769,795 $61.8M 0.03% -135,694 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: 574,483 shares; 2024Q4: 525,272 shares; 2025Q1: 553,907 shares; 2025Q2: 632,959 shares; 2025Q3: 639,312 shares; 2025Q4: 641,711 shares 641,711 $61.6M 0.03% +2,399 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,545 shares; 2024Q4: 669,458 shares; 2025Q1: 628,155 shares; 2025Q2: 614,915 shares; 2025Q3: 594,544 shares; 2025Q4: 635,006 shares 635,006 $61.1M 0.03% +40,462 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: 326,359 shares; 2024Q4: 322,809 shares; 2025Q1: 313,039 shares; 2025Q2: 348,270 shares; 2025Q3: 344,744 shares; 2025Q4: 339,198 shares 339,198 $61.1M 0.03% -5,546 Timeline SCHC 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: 4,709,871 shares; 2024Q4: 4,982,980 shares; 2025Q1: 2,558,500 shares; 2025Q2: 1,509,236 shares; 2025Q3: 1,430,299 shares; 2025Q4: 1,291,171 shares 1,291,171 $58.8M 0.03% -139,128 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: 390,175 shares; 2024Q4: 393,801 shares; 2025Q1: 408,113 shares; 2025Q2: 416,136 shares; 2025Q3: 420,970 shares; 2025Q4: 474,105 shares 474,105 $58.2M 0.03% +53,135 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: 890,180 shares; 2024Q4: 884,892 shares; 2025Q1: 908,572 shares; 2025Q2: 885,040 shares; 2025Q3: 820,427 shares; 2025Q4: 787,447 shares 787,447 $57.9M 0.03% -32,980 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: 1,138,288 shares; 2024Q4: 1,096,834 shares; 2025Q1: 1,072,433 shares; 2025Q2: 1,040,238 shares; 2025Q3: 996,102 shares; 2025Q4: 984,193 shares 984,193 $57.7M 0.03% -11,909 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: 76,578 shares; 2024Q4: 89,766 shares; 2025Q1: 101,515 shares; 2025Q2: 113,394 shares; 2025Q3: 117,477 shares; 2025Q4: 121,271 shares 121,271 $56.8M 0.03% +3,794 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: 122,311 shares; 2024Q4: 118,235 shares; 2025Q1: 118,106 shares; 2025Q2: 115,824 shares; 2025Q3: 112,712 shares; 2025Q4: 110,599 shares 110,599 $56.5M 0.03% -2,113 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: 335,906 shares; 2024Q4: 361,893 shares; 2025Q1: 365,707 shares; 2025Q2: 365,067 shares; 2025Q3: 383,719 shares; 2025Q4: 301,599 shares 301,599 $55.8M 0.03% -82,120 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: 565,166 shares; 2024Q4: 555,400 shares; 2025Q1: 547,609 shares; 2025Q2: 494,740 shares; 2025Q3: 500,812 shares; 2025Q4: 481,519 shares 481,519 $55.5M 0.03% -19,293 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,580 shares; 2024Q4: 984,727 shares; 2025Q1: 944,044 shares; 2025Q2: 916,045 shares; 2025Q3: 926,172 shares; 2025Q4: 900,082 shares 900,082 $55.2M 0.03% -26,090 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: 364,817 shares; 2024Q4: 353,387 shares; 2025Q1: 342,553 shares; 2025Q2: 347,633 shares; 2025Q3: 339,570 shares; 2025Q4: 338,812 shares 338,812 $55.1M 0.03% -758 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,192 shares; 2024Q4: 346,744 shares; 2025Q1: 334,588 shares; 2025Q2: 312,712 shares; 2025Q3: 306,468 shares; 2025Q4: 324,982 shares 324,982 $54.8M 0.03% +18,514 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: 725,416 shares; 2024Q4: 722,745 shares; 2025Q1: 693,051 shares; 2025Q2: 974,291 shares; 2025Q3: 1,200,512 shares; 2025Q4: 1,215,772 shares 1,215,772 $53.7M 0.03% +15,260 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,322 shares; 2024Q4: 723,188 shares; 2025Q1: 722,345 shares; 2025Q2: 728,965 shares; 2025Q3: 728,047 shares; 2025Q4: 731,242 shares 731,242 $53.4M 0.03% +3,195 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: 624,544 shares; 2024Q4: 626,131 shares; 2025Q1: 607,687 shares; 2025Q2: 597,846 shares; 2025Q3: 603,656 shares; 2025Q4: 604,156 shares 604,156 $52.9M 0.03% +500 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: 686,974 shares; 2024Q4: 599,446 shares; 2025Q1: 563,471 shares; 2025Q2: 548,148 shares; 2025Q3: 508,104 shares; 2025Q4: 473,432 shares 473,432 $52M 0.03% -34,672 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: 373,148 shares; 2024Q4: 379,623 shares; 2025Q1: 396,327 shares; 2025Q2: 398,843 shares; 2025Q3: 416,872 shares; 2025Q4: 444,002 shares 444,002 $51.8M 0.03% +27,130 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: 631,579 shares; 2024Q4: 620,966 shares; 2025Q1: 610,289 shares; 2025Q2: 582,625 shares; 2025Q3: 523,800 shares; 2025Q4: 501,279 shares 501,279 $51.3M 0.03% -22,521 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: 424,523 shares; 2024Q4: 332,651 shares; 2025Q1: 295,055 shares; 2025Q2: 284,255 shares; 2025Q3: 277,703 shares; 2025Q4: 277,075 shares 277,075 $50.4M 0.03% -628 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: 31,711 shares; 2024Q4: 33,004 shares; 2025Q1: 37,902 shares; 2025Q2: 52,401 shares; 2025Q3: 55,494 shares; 2025Q4: 46,910 shares 46,910 $50.2M 0.03% -8,584 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 90,037 shares; 2025Q1: 201,959 shares; 2025Q2: 273,603 shares; 2025Q3: 565,276 shares; 2025Q4: 951,805 shares 951,805 $49M 0.03% +386,529 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: 58,886 shares; 2024Q4: 49,199 shares; 2025Q1: 49,504 shares; 2025Q2: 48,867 shares; 2025Q3: 48,771 shares; 2025Q4: 48,329 shares 48,329 $48.8M 0.03% -442 Timeline VYMI 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: 267,309 shares; 2024Q4: 305,592 shares; 2025Q1: 337,965 shares; 2025Q2: 407,600 shares; 2025Q3: 461,942 shares; 2025Q4: 535,056 shares 535,056 $48.2M 0.03% +73,114 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 50,610 shares; 2025Q1: 94,166 shares; 2025Q2: 689,582 shares; 2025Q3: 825,765 shares; 2025Q4: 931,891 shares 931,891 $47.8M 0.03% +106,126 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: 61,545 shares; 2024Q4: 61,162 shares; 2025Q1: 60,081 shares; 2025Q2: 60,863 shares; 2025Q3: 59,804 shares; 2025Q4: 58,757 shares 58,757 $47.6M 0.03% -1,047 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: 1,060,030 shares; 2024Q4: 1,024,405 shares; 2025Q1: 1,013,495 shares; 2025Q2: 980,411 shares; 2025Q3: 946,401 shares; 2025Q4: 887,987 shares 887,987 $46.9M 0.03% -58,414 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: 35,619 shares; 2024Q4: 33,857 shares; 2025Q1: 35,002 shares; 2025Q2: 527,980 shares; 2025Q3: 526,177 shares; 2025Q4: 514,236 shares 514,236 $46.9M 0.03% -11,941 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: 1,511,174 shares; 2024Q4: 1,492,294 shares; 2025Q1: 1,461,790 shares; 2025Q2: 1,426,699 shares; 2025Q3: 1,679,768 shares; 2025Q4: 1,003,290 shares 1,003,290 $46.7M 0.03% -676,478 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: 8,360 shares; 2024Q4: 8,385 shares; 2025Q1: 8,604 shares; 2025Q2: 8,784 shares; 2025Q3: 8,868 shares; 2025Q4: 8,693 shares 8,693 $46.6M 0.03% -175 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: 744,628 shares; 2024Q4: 600,061 shares; 2025Q1: 559,769 shares; 2025Q2: 568,176 shares; 2025Q3: 555,287 shares; 2025Q4: 585,322 shares 585,322 $46.5M 0.03% +30,035 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: 152,789 shares; 2024Q4: 155,763 shares; 2025Q1: 156,938 shares; 2025Q2: 161,902 shares; 2025Q3: 163,613 shares; 2025Q4: 169,275 shares 169,275 $46.2M 0.03% +5,662 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,942 shares; 2024Q4: 604,578 shares; 2025Q1: 581,079 shares; 2025Q2: 566,487 shares; 2025Q3: 551,048 shares; 2025Q4: 538,041 shares 538,041 $45.9M 0.03% -13,007 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: 564,695 shares; 2024Q4: 533,785 shares; 2025Q1: 514,019 shares; 2025Q2: 507,702 shares; 2025Q3: 495,076 shares; 2025Q4: 454,413 shares 454,413 $45.8M 0.03% -40,663 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: 96,357 shares; 2024Q4: 210,736 shares; 2025Q1: 222,202 shares; 2025Q2: 242,851 shares; 2025Q3: 249,413 shares; 2025Q4: 247,391 shares 247,391 $45.6M 0.02% -2,022 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: 106,522 shares; 2024Q4: 108,606 shares; 2025Q1: 116,786 shares; 2025Q2: 123,163 shares; 2025Q3: 124,611 shares; 2025Q4: 128,926 shares 128,926 $45.5M 0.02% +4,315 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: 743,705 shares; 2024Q4: 729,547 shares; 2025Q1: 730,650 shares; 2025Q2: 720,085 shares; 2025Q3: 662,970 shares; 2025Q4: 673,135 shares 673,135 $45.1M 0.02% +10,165 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,118 shares; 2024Q4: 301,046 shares; 2025Q1: 321,917 shares; 2025Q2: 357,721 shares; 2025Q3: 416,396 shares; 2025Q4: 441,934 shares 441,934 $45.1M 0.02% +25,538 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: 835,694 shares; 2024Q4: 814,344 shares; 2025Q1: 785,248 shares; 2025Q2: 762,208 shares; 2025Q3: 919,063 shares; 2025Q4: 1,119,613 shares 1,119,613 $45M 0.02% +200,550 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: 514,312 shares; 2024Q4: 518,712 shares; 2025Q1: 518,272 shares; 2025Q2: 522,032 shares; 2025Q3: 530,629 shares; 2025Q4: 512,996 shares 512,996 $44.7M 0.02% -17,633 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,490 shares; 2024Q4: 44,940 shares; 2025Q1: 51,260 shares; 2025Q2: 51,000 shares; 2025Q3: 50,458 shares; 2025Q4: 153,125 shares 153,125 $44M 0.02% +102,667 Timeline SEMG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625,392 shares; 2025Q4: 1,588,556 shares 1,588,556 $43.5M 0.02% -36,836 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: 1,235,078 shares; 2024Q4: 1,205,977 shares; 2025Q1: 1,202,351 shares; 2025Q2: 938,965 shares; 2025Q3: 884,608 shares; 2025Q4: 880,174 shares 880,174 $43.3M 0.02% -4,434 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,113 shares; 2024Q4: 303,636 shares; 2025Q1: 295,549 shares; 2025Q2: 292,943 shares; 2025Q3: 282,102 shares; 2025Q4: 277,497 shares 277,497 $43M 0.02% -4,605 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: 469,799 shares; 2024Q4: 467,676 shares; 2025Q1: 461,434 shares; 2025Q2: 512,010 shares; 2025Q3: 517,685 shares; 2025Q4: 511,447 shares 511,447 $42.9M 0.02% -6,238 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: 149,813 shares; 2024Q4: 155,342 shares; 2025Q1: 155,865 shares; 2025Q2: 152,790 shares; 2025Q3: 156,970 shares; 2025Q4: 155,974 shares 155,974 $42.3M 0.02% -996 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 7,149 shares; 2025Q1: 6,227 shares; 2025Q2: 6,615 shares; 2025Q3: 7,201 shares; 2025Q4: 133,415 shares 133,415 $42M 0.02% +126,214 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: 215,475 shares; 2024Q4: 212,815 shares; 2025Q1: 219,460 shares; 2025Q2: 218,060 shares; 2025Q3: 221,160 shares; 2025Q4: 224,453 shares 224,453 $41.7M 0.02% +3,293 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: 350,202 shares; 2024Q4: 350,347 shares; 2025Q1: 410,149 shares; 2025Q2: 410,682 shares; 2025Q3: 349,480 shares; 2025Q4: 346,321 shares 346,321 $41.5M 0.02% -3,159 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: 600,748 shares; 2024Q4: 572,625 shares; 2025Q1: 532,205 shares; 2025Q2: 498,417 shares; 2025Q3: 452,979 shares; 2025Q4: 422,804 shares 422,804 $41.3M 0.02% -30,175 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: 172,771 shares; 2024Q4: 171,797 shares; 2025Q1: 170,044 shares; 2025Q2: 162,888 shares; 2025Q3: 154,705 shares; 2025Q4: 141,314 shares 141,314 $40.7M 0.02% -13,391 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: 134,389 shares; 2024Q4: 132,946 shares; 2025Q1: 116,802 shares; 2025Q2: 114,718 shares; 2025Q3: 117,837 shares; 2025Q4: 114,797 shares 114,797 $40.5M 0.02% -3,040 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,151 shares; 2024Q4: 307,288 shares; 2025Q1: 307,545 shares; 2025Q2: 297,713 shares; 2025Q3: 283,489 shares; 2025Q4: 279,200 shares 279,200 $40.4M 0.02% -4,289 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: 604,695 shares; 2024Q4: 584,474 shares; 2025Q1: 585,098 shares; 2025Q2: 553,856 shares; 2025Q3: 563,454 shares; 2025Q4: 553,642 shares 553,642 $40.2M 0.02% -9,812 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: 1,661,380 shares; 2024Q4: 1,655,715 shares; 2025Q1: 1,436,950 shares; 2025Q2: 610,968 shares; 2025Q3: 536,602 shares; 2025Q4: 512,070 shares 512,070 $39.7M 0.02% -24,532 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: 326,829 shares; 2024Q4: 271,094 shares; 2025Q1: 379,999 shares; 2025Q2: 462,675 shares; 2025Q3: 504,750 shares; 2025Q4: 485,148 shares 485,148 $39.6M 0.02% -19,602 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: 196,763 shares; 2024Q4: 199,631 shares; 2025Q1: 201,382 shares; 2025Q2: 198,283 shares; 2025Q3: 194,321 shares; 2025Q4: 192,994 shares 192,994 $39.6M 0.02% -1,327 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: 264,176 shares; 2025Q1: 285,258 shares; 2025Q2: 291,073 shares; 2025Q3: 301,391 shares; 2025Q4: 301,737 shares 301,737 $39.5M 0.02% +346 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: 1,256,156 shares; 2024Q4: 1,255,270 shares; 2025Q1: 1,223,757 shares; 2025Q2: 1,215,749 shares; 2025Q3: 1,252,088 shares; 2025Q4: 1,220,948 shares 1,220,948 $39.1M 0.02% -31,140 Timeline HEFA 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: 677,110 shares; 2024Q4: 703,661 shares; 2025Q1: 723,539 shares; 2025Q2: 804,540 shares; 2025Q3: 861,590 shares; 2025Q4: 945,472 shares 945,472 $39.1M 0.02% +83,882 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: 313,300 shares; 2024Q4: 311,118 shares; 2025Q1: 304,908 shares; 2025Q2: 294,692 shares; 2025Q3: 295,143 shares; 2025Q4: 302,950 shares 302,950 $39.1M 0.02% +7,807 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: 141,807 shares; 2024Q4: 133,089 shares; 2025Q1: 123,611 shares; 2025Q2: 108,187 shares; 2025Q3: 104,113 shares; 2025Q4: 109,103 shares 109,103 $38.2M 0.02% +4,990 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: 306,340 shares; 2024Q4: 306,725 shares; 2025Q1: 340,705 shares; 2025Q2: 362,913 shares; 2025Q3: 353,560 shares; 2025Q4: 379,099 shares 379,099 $37.9M 0.02% +25,539 Timeline JCPB 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: 38,995 shares; 2024Q4: 224,601 shares; 2025Q1: 351,775 shares; 2025Q2: 438,284 shares; 2025Q3: 579,155 shares; 2025Q4: 793,326 shares 793,326 $37.6M 0.02% +214,171 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,615 shares; 2024Q4: 543,778 shares; 2025Q1: 539,264 shares; 2025Q2: 538,770 shares; 2025Q3: 564,431 shares; 2025Q4: 563,127 shares 563,127 $37.5M 0.02% -1,304 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,994 shares; 2024Q4: 788,363 shares; 2025Q1: 765,232 shares; 2025Q2: 667,503 shares; 2025Q3: 644,939 shares; 2025Q4: 837,606 shares 837,606 $37.4M 0.02% +192,667 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,441 shares; 2024Q4: 153,846 shares; 2025Q1: 216,096 shares; 2025Q2: 319,044 shares; 2025Q3: 516,948 shares; 2025Q4: 790,062 shares 790,062 $37.3M 0.02% +273,114 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: 261,167 shares; 2024Q4: 258,018 shares; 2025Q1: 255,934 shares; 2025Q2: 252,696 shares; 2025Q3: 248,284 shares; 2025Q4: 244,550 shares 244,550 $37M 0.02% -3,734 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,486 shares; 2024Q4: 306,887 shares; 2025Q1: 454,191 shares; 2025Q2: 501,955 shares; 2025Q3: 693,101 shares; 2025Q4: 775,287 shares 775,287 $36.9M 0.02% +82,186 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: 455,803 shares; 2024Q4: 463,502 shares; 2025Q1: 443,529 shares; 2025Q2: 439,152 shares; 2025Q3: 437,421 shares; 2025Q4: 470,024 shares 470,024 $36.6M 0.02% +32,603 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,733 shares; 2024Q4: 329,889 shares; 2025Q1: 306,938 shares; 2025Q2: 292,798 shares; 2025Q3: 274,259 shares; 2025Q4: 265,109 shares 265,109 $36.1M 0.02% -9,150 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,689 shares; 2024Q4: 508,078 shares; 2025Q1: 522,492 shares; 2025Q2: 518,995 shares; 2025Q3: 490,646 shares; 2025Q4: 447,217 shares 447,217 $35.5M 0.02% -43,429 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,070 shares; 2024Q4: 402,191 shares; 2025Q1: 400,387 shares; 2025Q2: 395,241 shares; 2025Q3: 393,039 shares; 2025Q4: 376,359 shares 376,359 $35.3M 0.02% -16,680 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: 132,757 shares; 2024Q4: 132,387 shares; 2025Q1: 132,491 shares; 2025Q2: 135,706 shares; 2025Q3: 135,398 shares; 2025Q4: 133,422 shares 133,422 $35M 0.02% -1,976 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: 524,665 shares; 2024Q4: 514,316 shares; 2025Q1: 491,169 shares; 2025Q2: 482,856 shares; 2025Q3: 462,580 shares; 2025Q4: 460,362 shares 460,362 $33.9M 0.02% -2,218 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: 417,060 shares; 2024Q4: 413,306 shares; 2025Q1: 395,868 shares; 2025Q2: 416,420 shares; 2025Q3: 405,520 shares; 2025Q4: 396,144 shares 396,144 $33.5M 0.02% -9,376 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,914 shares; 2025Q2: 1,052,350 shares; 2025Q3: 1,179,936 shares; 2025Q4: 1,244,524 shares 1,244,524 $33.5M 0.02% +64,588 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: 369,267 shares; 2024Q4: 411,597 shares; 2025Q1: 420,038 shares; 2025Q2: 819,372 shares; 2025Q3: 827,431 shares; 2025Q4: 822,308 shares 822,308 $33M 0.02% -5,123 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: 186,609 shares; 2024Q4: 186,229 shares; 2025Q1: 175,537 shares; 2025Q2: 171,683 shares; 2025Q3: 170,094 shares; 2025Q4: 168,531 shares 168,531 $32.9M 0.02% -1,563 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: 282,083 shares; 2024Q4: 281,944 shares; 2025Q1: 266,554 shares; 2025Q2: 259,554 shares; 2025Q3: 218,051 shares; 2025Q4: 212,392 shares 212,392 $32.9M 0.02% -5,659 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: 192,695 shares; 2024Q4: 186,402 shares; 2025Q1: 184,109 shares; 2025Q2: 176,754 shares; 2025Q3: 173,878 shares; 2025Q4: 168,120 shares 168,120 $32.6M 0.02% -5,758 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,559 shares; 2024Q4: 280,119 shares; 2025Q1: 305,322 shares; 2025Q2: 317,183 shares; 2025Q3: 333,351 shares; 2025Q4: 342,776 shares 342,776 $32.5M 0.02% +9,425 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: 90,039 shares; 2024Q4: 90,402 shares; 2025Q1: 88,913 shares; 2025Q2: 88,101 shares; 2025Q3: 86,873 shares; 2025Q4: 83,493 shares 83,493 $32.5M 0.02% -3,380 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: 51,389 shares; 2024Q4: 52,949 shares; 2025Q1: 59,556 shares; 2025Q2: 253,647 shares; 2025Q3: 254,001 shares; 2025Q4: 254,045 shares 254,045 $32.5M 0.02% +44 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,172 shares; 2024Q4: 387,357 shares; 2025Q1: 354,827 shares; 2025Q2: 283,628 shares; 2025Q3: 237,663 shares; 2025Q4: 223,481 shares 223,481 $32M 0.02% -14,182 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,499 shares; 2024Q4: 326,526 shares; 2025Q1: 325,478 shares; 2025Q2: 340,015 shares; 2025Q3: 381,524 shares; 2025Q4: 746,281 shares 746,281 $31.9M 0.02% +364,757 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: 21,677 shares; 2024Q4: 22,287 shares; 2025Q1: 24,900 shares; 2025Q2: 25,945 shares; 2025Q3: 26,347 shares; 2025Q4: 26,140 shares 26,140 $31.8M 0.02% -207 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: 79,429 shares; 2024Q4: 78,622 shares; 2025Q1: 78,161 shares; 2025Q2: 76,156 shares; 2025Q3: 69,772 shares; 2025Q4: 69,425 shares 69,425 $31.5M 0.02% -347 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045,793 shares; 2024Q4: 1,082,619 shares; 2025Q1: 1,095,243 shares; 2025Q2: 1,098,158 shares; 2025Q3: 1,118,723 shares; 2025Q4: 1,137,248 shares 1,137,248 $31.2M 0.02% +18,525 Timeline XAR 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: 142,454 shares; 2024Q4: 148,575 shares; 2025Q1: 133,766 shares; 2025Q2: 125,170 shares; 2025Q3: 125,158 shares; 2025Q4: 128,716 shares 128,716 $31.1M 0.02% +3,558 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: 183,752 shares; 2024Q4: 180,014 shares; 2025Q1: 182,089 shares; 2025Q2: 180,399 shares; 2025Q3: 180,916 shares; 2025Q4: 191,658 shares 191,658 $31M 0.02% +10,742 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: 246,122 shares; 2024Q4: 241,617 shares; 2025Q1: 241,822 shares; 2025Q2: 247,670 shares; 2025Q3: 267,742 shares; 2025Q4: 267,215 shares 267,215 $31M 0.02% -527 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: 439,894 shares; 2024Q4: 421,547 shares; 2025Q1: 412,366 shares; 2025Q2: 393,319 shares; 2025Q3: 370,993 shares; 2025Q4: 352,100 shares 352,100 $30.8M 0.02% -18,893 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,585 shares; 2024Q4: 65,680 shares; 2025Q1: 99,134 shares; 2025Q2: 110,724 shares; 2025Q3: 528,175 shares; 2025Q4: 560,065 shares 560,065 $30.7M 0.02% +31,890 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,243 shares; 2024Q4: 151,968 shares; 2025Q1: 152,662 shares; 2025Q2: 163,420 shares; 2025Q3: 156,214 shares; 2025Q4: 573,164 shares 573,164 $30.4M 0.02% +416,950 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,713 shares; 2024Q4: 224,622 shares; 2025Q1: 217,752 shares; 2025Q2: 213,559 shares; 2025Q3: 213,454 shares; 2025Q4: 207,868 shares 207,868 $29.9M 0.02% -5,586 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: 40,300 shares; 2024Q4: 42,012 shares; 2025Q1: 42,384 shares; 2025Q2: 42,921 shares; 2025Q3: 42,697 shares; 2025Q4: 43,384 shares 43,384 $29.4M 0.02% +687 Timeline SPYX 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: 473,078 shares; 2024Q4: 481,273 shares; 2025Q1: 479,684 shares; 2025Q2: 503,283 shares; 2025Q3: 507,940 shares; 2025Q4: 522,214 shares 522,214 $29.3M 0.02% +14,274 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: 220,827 shares; 2024Q4: 212,388 shares; 2025Q1: 220,179 shares; 2025Q2: 208,817 shares; 2025Q3: 212,784 shares; 2025Q4: 210,204 shares 210,204 $29M 0.02% -2,580 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,619 shares; 2024Q4: 344,783 shares; 2025Q1: 360,092 shares; 2025Q2: 340,038 shares; 2025Q3: 345,818 shares; 2025Q4: 327,946 shares 327,946 $28.6M 0.02% -17,872 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: 16,910 shares; 2024Q4: 31,965 shares; 2025Q1: 44,570 shares; 2025Q2: 365,595 shares; 2025Q3: 525,711 shares; 2025Q4: 589,887 shares 589,887 $28.2M 0.02% +64,176 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: 103,402 shares; 2024Q4: 98,615 shares; 2025Q1: 96,321 shares; 2025Q2: 92,296 shares; 2025Q3: 92,445 shares; 2025Q4: 95,893 shares 95,893 $28.2M 0.02% +3,448 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: 203,294 shares; 2024Q4: 200,408 shares; 2025Q1: 203,330 shares; 2025Q2: 216,017 shares; 2025Q3: 222,038 shares; 2025Q4: 220,753 shares 220,753 $28.1M 0.02% -1,285 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,956 shares; 2024Q4: 456,443 shares; 2025Q1: 456,053 shares; 2025Q2: 543,697 shares; 2025Q3: 492,750 shares; 2025Q4: 460,944 shares 460,944 $27.9M 0.02% -31,806 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: 230,675 shares; 2024Q4: 237,861 shares; 2025Q1: 239,267 shares; 2025Q2: 231,410 shares; 2025Q3: 215,512 shares; 2025Q4: 208,881 shares 208,881 $27.9M 0.02% -6,631 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: 94,771 shares; 2024Q4: 92,081 shares; 2025Q1: 91,224 shares; 2025Q2: 92,188 shares; 2025Q3: 93,352 shares; 2025Q4: 94,189 shares 94,189 $27.9M 0.02% +837 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: 83,994 shares; 2024Q4: 77,324 shares; 2025Q1: 79,122 shares; 2025Q2: 77,978 shares; 2025Q3: 75,576 shares; 2025Q4: 79,016 shares 79,016 $27.7M 0.02% +3,440 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: 116,966 shares; 2024Q4: 106,386 shares; 2025Q1: 111,573 shares; 2025Q2: 113,464 shares; 2025Q3: 116,870 shares; 2025Q4: 120,261 shares 120,261 $27.4M 0.01% +3,391 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: 329,602 shares 329,602 $26.9M 0.01% new 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: 281,230 shares; 2024Q4: 264,873 shares; 2025Q1: 275,167 shares; 2025Q2: 268,392 shares; 2025Q3: 239,911 shares; 2025Q4: 213,281 shares 213,281 $26.8M 0.01% -26,630 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,800 shares; 2024Q4: 353,271 shares; 2025Q1: 356,623 shares; 2025Q2: 325,393 shares; 2025Q3: 320,707 shares; 2025Q4: 330,517 shares 330,517 $26.5M 0.01% +9,810 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: 403,438 shares 403,438 $26.4M 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,831 shares; 2024Q4: 588,032 shares; 2025Q1: 643,340 shares; 2025Q2: 646,275 shares; 2025Q3: 642,346 shares; 2025Q4: 523,235 shares 523,235 $26M 0.01% -119,111 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: 2,185,534 shares; 2024Q4: 1,056,262 shares; 2025Q1: 1,085,559 shares; 2025Q2: 829,618 shares; 2025Q3: 761,861 shares; 2025Q4: 668,294 shares 668,294 $25.6M 0.01% -93,567 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,925 shares; 2024Q4: 338,054 shares; 2025Q1: 345,856 shares; 2025Q2: 337,845 shares; 2025Q3: 331,164 shares; 2025Q4: 324,937 shares 324,937 $25.3M 0.01% -6,227 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: 7,718 shares; 2024Q4: 8,182 shares; 2025Q1: 9,094 shares; 2025Q2: 8,266 shares; 2025Q3: 17,645 shares; 2025Q4: 37,579 shares 37,579 $25.3M 0.01% +19,934 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635,067 shares; 2025Q4: 835,223 shares 835,223 $25.3M 0.01% +200,156 Timeline XSD 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: 67,001 shares; 2024Q4: 68,485 shares; 2025Q1: 74,144 shares; 2025Q2: 67,337 shares; 2025Q3: 77,590 shares; 2025Q4: 78,094 shares 78,094 $25.1M 0.01% +504 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,229 shares; 2024Q4: 125,298 shares; 2025Q1: 127,264 shares; 2025Q2: 124,674 shares; 2025Q3: 122,942 shares; 2025Q4: 122,823 shares 122,823 $24.9M 0.01% -119 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: 281,228 shares; 2024Q4: 277,080 shares; 2025Q1: 276,017 shares; 2025Q2: 267,061 shares; 2025Q3: 252,438 shares; 2025Q4: 249,210 shares 249,210 $24.8M 0.01% -3,228 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: 814,401 shares; 2024Q4: 790,883 shares; 2025Q1: 782,656 shares; 2025Q2: 743,465 shares; 2025Q3: 763,226 shares; 2025Q4: 707,358 shares 707,358 $24.6M 0.01% -55,868 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: 157,037 shares; 2024Q4: 150,697 shares; 2025Q1: 151,196 shares; 2025Q2: 153,565 shares; 2025Q3: 152,106 shares; 2025Q4: 150,873 shares 150,873 $24.6M 0.01% -1,233 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: 223,525 shares; 2024Q4: 241,553 shares; 2025Q1: 236,206 shares; 2025Q2: 223,212 shares; 2025Q3: 221,659 shares; 2025Q4: 222,159 shares 222,159 $24.5M 0.01% +500 Timeline IDV 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: 512,999 shares; 2024Q4: 501,297 shares; 2025Q1: 513,190 shares; 2025Q2: 540,286 shares; 2025Q3: 573,797 shares; 2025Q4: 618,518 shares 618,518 $24.4M 0.01% +44,721 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: 37,797 shares; 2024Q4: 34,379 shares; 2025Q1: 41,720 shares; 2025Q2: 41,323 shares; 2025Q3: 41,432 shares; 2025Q4: 38,960 shares 38,960 $24.3M 0.01% -2,472 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: 561,538 shares; 2024Q4: 540,047 shares; 2025Q1: 525,247 shares; 2025Q2: 526,234 shares; 2025Q3: 462,940 shares; 2025Q4: 468,869 shares 468,869 $23.9M 0.01% +5,929 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: 364,203 shares 364,203 $23.8M 0.01% new Timeline IYY 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: 167,456 shares; 2024Q4: 162,297 shares; 2025Q1: 152,986 shares; 2025Q2: 146,775 shares; 2025Q3: 144,724 shares; 2025Q4: 143,161 shares 143,161 $23.7M 0.01% -1,563 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,241 shares; 2024Q4: 184,715 shares; 2025Q1: 175,474 shares; 2025Q2: 177,876 shares; 2025Q3: 174,224 shares; 2025Q4: 173,614 shares 173,614 $23.6M 0.01% -610 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,284 shares; 2024Q4: 419,907 shares; 2025Q1: 437,964 shares; 2025Q2: 438,589 shares; 2025Q3: 439,862 shares; 2025Q4: 432,217 shares 432,217 $23.6M 0.01% -7,645 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,334 shares; 2024Q4: 748,039 shares; 2025Q1: 723,393 shares; 2025Q2: 764,020 shares; 2025Q3: 811,016 shares; 2025Q4: 834,455 shares 834,455 $23.6M 0.01% +23,439 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: 121,821 shares; 2024Q4: 133,684 shares; 2025Q1: 183,394 shares; 2025Q2: 249,528 shares; 2025Q3: 251,997 shares; 2025Q4: 310,786 shares 310,786 $23.4M 0.01% +58,789 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,336 shares; 2024Q4: 183,329 shares; 2025Q1: 176,197 shares; 2025Q2: 215,703 shares; 2025Q3: 205,610 shares; 2025Q4: 199,077 shares 199,077 $23.4M 0.01% -6,533 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: 250,139 shares; 2024Q4: 238,455 shares; 2025Q1: 239,756 shares; 2025Q2: 231,559 shares; 2025Q3: 226,031 shares; 2025Q4: 239,319 shares 239,319 $23.2M 0.01% +13,288 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: 65,843 shares; 2024Q4: 65,174 shares; 2025Q1: 64,564 shares; 2025Q2: 63,756 shares; 2025Q3: 61,390 shares; 2025Q4: 58,927 shares 58,927 $23.2M 0.01% -2,463 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353,946 shares; 2024Q4: 1,314,065 shares; 2025Q1: 1,215,331 shares; 2025Q2: 1,122,803 shares; 2025Q3: 1,028,180 shares; 2025Q4: 861,230 shares 861,230 $23.2M 0.01% -166,950 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: 86,228 shares; 2024Q4: 97,411 shares; 2025Q1: 85,807 shares; 2025Q2: 84,874 shares; 2025Q3: 84,726 shares; 2025Q4: 93,931 shares 93,931 $22.8M 0.01% +9,205 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: 886,582 shares; 2024Q4: 861,652 shares; 2025Q1: 842,541 shares; 2025Q2: 855,150 shares; 2025Q3: 849,613 shares; 2025Q4: 974,898 shares 974,898 $22.8M 0.01% +125,285 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: 71,351 shares; 2024Q4: 84,782 shares; 2025Q1: 92,446 shares; 2025Q2: 92,197 shares; 2025Q3: 111,016 shares; 2025Q4: 105,708 shares 105,708 $22.7M 0.01% -5,308 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: 238,228 shares; 2024Q4: 219,626 shares; 2025Q1: 248,180 shares; 2025Q2: 241,082 shares; 2025Q3: 250,986 shares; 2025Q4: 245,477 shares 245,477 $22.6M 0.01% -5,509 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: 59,936 shares; 2024Q4: 63,319 shares; 2025Q1: 68,413 shares; 2025Q2: 87,146 shares; 2025Q3: 90,375 shares; 2025Q4: 86,933 shares 86,933 $22.5M 0.01% -3,442 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,237 shares; 2024Q4: 195,062 shares; 2025Q1: 194,896 shares; 2025Q2: 191,079 shares; 2025Q3: 226,972 shares; 2025Q4: 347,608 shares 347,608 $22.4M 0.01% +120,636 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,500 shares; 2024Q4: 129,275 shares; 2025Q1: 118,062 shares; 2025Q2: 117,099 shares; 2025Q3: 109,279 shares; 2025Q4: 183,423 shares 183,423 $21.9M 0.01% +74,144 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,603 shares; 2024Q4: 92,416 shares; 2025Q1: 91,267 shares; 2025Q2: 91,996 shares; 2025Q3: 92,326 shares; 2025Q4: 90,606 shares 90,606 $21.8M 0.01% -1,720 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: 76,897 shares; 2024Q4: 78,136 shares; 2025Q1: 74,153 shares; 2025Q2: 72,292 shares; 2025Q3: 74,378 shares; 2025Q4: 74,588 shares 74,588 $21.5M 0.01% +210 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: 269,999 shares; 2024Q4: 241,077 shares; 2025Q1: 233,833 shares; 2025Q2: 210,736 shares; 2025Q3: 209,223 shares; 2025Q4: 264,384 shares 264,384 $21.3M 0.01% +55,161 Timeline SPEM 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: 121,355 shares; 2024Q4: 191,664 shares; 2025Q1: 266,184 shares; 2025Q2: 334,327 shares; 2025Q3: 393,256 shares; 2025Q4: 442,540 shares 442,540 $20.7M 0.01% +49,284 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: 1,093,785 shares; 2024Q4: 1,097,103 shares; 2025Q1: 1,194,296 shares; 2025Q2: 1,393,595 shares; 2025Q3: 1,606,056 shares; 2025Q4: 1,575,196 shares 1,575,196 $20.7M 0.01% -30,860 Timeline JEPQ 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: 129,122 shares; 2024Q4: 167,424 shares; 2025Q1: 259,967 shares; 2025Q2: 287,571 shares; 2025Q3: 322,514 shares; 2025Q4: 353,775 shares 353,775 $20.6M 0.01% +31,261 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,816 shares; 2024Q4: 283,581 shares; 2025Q1: 290,265 shares; 2025Q2: 287,504 shares; 2025Q3: 287,007 shares; 2025Q4: 290,583 shares 290,583 $20.5M 0.01% +3,576 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,309 shares; 2024Q4: 438,696 shares; 2025Q1: 394,846 shares; 2025Q2: 756,029 shares; 2025Q3: 762,752 shares; 2025Q4: 751,790 shares 751,790 $20.2M 0.01% -10,962 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: 93,107 shares; 2024Q4: 91,489 shares; 2025Q1: 114,679 shares; 2025Q2: 121,418 shares; 2025Q3: 121,232 shares; 2025Q4: 125,414 shares 125,414 $20.2M 0.01% +4,182 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: 352,952 shares; 2024Q4: 351,982 shares; 2025Q1: 352,853 shares; 2025Q2: 368,112 shares; 2025Q3: 364,318 shares; 2025Q4: 344,437 shares 344,437 $20.1M 0.01% -19,881 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: 219,444 shares; 2024Q4: 214,716 shares; 2025Q1: 213,753 shares; 2025Q2: 211,375 shares; 2025Q3: 212,240 shares; 2025Q4: 191,129 shares 191,129 $20.1M 0.01% -21,111 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,421 shares; 2024Q4: 100,863 shares; 2025Q1: 161,282 shares; 2025Q2: 246,529 shares; 2025Q3: 376,200 shares; 2025Q4: 564,884 shares 564,884 $20M 0.01% +188,684 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: 239,029 shares; 2024Q4: 236,420 shares; 2025Q1: 238,728 shares; 2025Q2: 221,388 shares; 2025Q3: 219,837 shares; 2025Q4: 246,363 shares 246,363 $20M 0.01% +26,526 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: 104,022 shares; 2024Q4: 109,359 shares; 2025Q1: 108,233 shares; 2025Q2: 113,484 shares; 2025Q3: 113,062 shares; 2025Q4: 111,198 shares 111,198 $19.9M 0.01% -1,864 Timeline IFRA 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: 564,544 shares; 2024Q4: 451,209 shares; 2025Q1: 396,142 shares; 2025Q2: 372,057 shares; 2025Q3: 373,402 shares; 2025Q4: 370,841 shares 370,841 $19.5M 0.01% -2,561 Timeline KBE 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: 362,110 shares; 2024Q4: 364,031 shares; 2025Q1: 370,386 shares; 2025Q2: 378,941 shares; 2025Q3: 381,702 shares; 2025Q4: 321,167 shares 321,167 $19.5M 0.01% -60,535 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: 140,757 shares; 2024Q4: 135,728 shares; 2025Q1: 135,678 shares; 2025Q2: 136,804 shares; 2025Q3: 140,209 shares; 2025Q4: 140,864 shares 140,864 $19.4M 0.01% +655 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,713 shares; 2024Q4: 147,745 shares; 2025Q1: 161,158 shares; 2025Q2: 152,170 shares; 2025Q3: 142,533 shares; 2025Q4: 134,805 shares 134,805 $19.4M 0.01% -7,728 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,686 shares; 2024Q4: 439,466 shares; 2025Q1: 436,235 shares; 2025Q2: 348,960 shares; 2025Q3: 314,192 shares; 2025Q4: 296,697 shares 296,697 $19.2M 0.01% -17,495 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,192 shares; 2024Q4: 238,697 shares; 2025Q1: 235,276 shares; 2025Q2: 226,432 shares; 2025Q3: 216,524 shares; 2025Q4: 422,571 shares 422,571 $19.2M 0.01% +206,047 Timeline EWJ 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: 230,597 shares; 2024Q4: 230,345 shares; 2025Q1: 238,797 shares; 2025Q2: 231,828 shares; 2025Q3: 231,478 shares; 2025Q4: 236,751 shares 236,751 $19.1M 0.01% +5,273 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,578 shares; 2024Q4: 158,871 shares; 2025Q1: 162,815 shares; 2025Q2: 165,571 shares; 2025Q3: 186,770 shares; 2025Q4: 203,406 shares 203,406 $18.9M 0.01% +16,636 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,120 shares; 2024Q4: 669,438 shares; 2025Q1: 660,235 shares; 2025Q2: 553,546 shares; 2025Q3: 542,921 shares; 2025Q4: 517,540 shares 517,540 $18.8M 0.01% -25,381 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: 62,631 shares; 2024Q4: 59,104 shares; 2025Q1: 148,552 shares; 2025Q2: 166,584 shares; 2025Q3: 183,471 shares; 2025Q4: 182,228 shares 182,228 $18.7M 0.01% -1,243 Timeline FVD 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: 458,079 shares; 2024Q4: 455,697 shares; 2025Q1: 437,262 shares; 2025Q2: 407,623 shares; 2025Q3: 403,566 shares; 2025Q4: 405,956 shares 405,956 $18.7M 0.01% +2,390 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: 39,433 shares; 2024Q4: 38,562 shares; 2025Q1: 38,289 shares; 2025Q2: 40,506 shares; 2025Q3: 41,429 shares; 2025Q4: 39,785 shares 39,785 $18.6M 0.01% -1,644 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: 72,550 shares; 2024Q4: 67,383 shares; 2025Q1: 64,870 shares; 2025Q2: 60,462 shares; 2025Q3: 63,319 shares; 2025Q4: 64,656 shares 64,656 $18.6M 0.01% +1,337 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,822 shares; 2024Q4: 430,183 shares; 2025Q1: 426,265 shares; 2025Q2: 282,854 shares; 2025Q3: 277,608 shares; 2025Q4: 274,887 shares 274,887 $18.5M 0.01% -2,721 Timeline JGRO 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: 63,240 shares; 2024Q4: 100,029 shares; 2025Q1: 151,586 shares; 2025Q2: 169,217 shares; 2025Q3: 181,275 shares; 2025Q4: 197,227 shares 197,227 $18.3M 0.01% +15,952 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: 306,377 shares; 2024Q4: 298,800 shares; 2025Q1: 308,492 shares; 2025Q2: 311,775 shares; 2025Q3: 305,267 shares; 2025Q4: 303,560 shares 303,560 $18.2M 0.01% -1,707 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: 6,502 shares; 2024Q4: 5,547 shares; 2025Q1: 4,535 shares; 2025Q2: 4,610 shares; 2025Q3: 4,587 shares; 2025Q4: 9,011 shares 9,011 $18.2M 0.01% +4,424 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056,504 shares; 2024Q4: 1,010,850 shares; 2025Q1: 852,154 shares; 2025Q2: 735,073 shares; 2025Q3: 715,644 shares; 2025Q4: 666,923 shares 666,923 $18.1M 0.01% -48,721 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,767 shares; 2024Q4: 174,395 shares; 2025Q1: 156,616 shares; 2025Q2: 151,353 shares; 2025Q3: 149,744 shares; 2025Q4: 145,073 shares 145,073 $17.8M 0.01% -4,671 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: 152,118 shares; 2024Q4: 126,402 shares; 2025Q1: 133,640 shares; 2025Q2: 153,065 shares; 2025Q3: 169,077 shares; 2025Q4: 178,302 shares 178,302 $17.8M 0.01% +9,225 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: 212,783 shares; 2024Q4: 211,347 shares; 2025Q1: 214,816 shares; 2025Q2: 207,919 shares; 2025Q3: 196,773 shares; 2025Q4: 206,986 shares 206,986 $17.7M 0.01% +10,213 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: 92,646 shares; 2024Q4: 86,385 shares; 2025Q1: 85,549 shares; 2025Q2: 89,051 shares; 2025Q3: 90,288 shares; 2025Q4: 87,431 shares 87,431 $17.6M 0.01% -2,857 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: 515,077 shares; 2024Q4: 496,858 shares; 2025Q1: 511,634 shares; 2025Q2: 472,577 shares; 2025Q3: 500,197 shares; 2025Q4: 608,849 shares 608,849 $17.5M 0.01% +108,652 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: 146,994 shares; 2024Q4: 145,764 shares; 2025Q1: 145,029 shares; 2025Q2: 129,135 shares; 2025Q3: 129,097 shares; 2025Q4: 128,329 shares 128,329 $17.5M 0.01% -768 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,269 shares; 2024Q4: 513,439 shares; 2025Q1: 518,261 shares; 2025Q2: 498,747 shares; 2025Q3: 510,064 shares; 2025Q4: 498,542 shares 498,542 $17.5M 0.01% -11,522 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,229 shares; 2024Q4: 56,729 shares; 2025Q1: 60,825 shares; 2025Q2: 61,479 shares; 2025Q3: 58,086 shares; 2025Q4: 57,739 shares 57,739 $17.5M 0.01% -347 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: 107,004 shares; 2024Q4: 105,532 shares; 2025Q1: 104,409 shares; 2025Q2: 103,518 shares; 2025Q3: 103,663 shares; 2025Q4: 108,204 shares 108,204 $17.4M 0.01% +4,541 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: 227,459 shares; 2024Q4: 222,401 shares; 2025Q1: 223,180 shares; 2025Q2: 223,169 shares; 2025Q3: 220,773 shares; 2025Q4: 219,541 shares 219,541 $17.3M 0.01% -1,232 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: 210,047 shares; 2024Q4: 211,809 shares; 2025Q1: 209,977 shares; 2025Q2: 207,582 shares; 2025Q3: 220,753 shares; 2025Q4: 223,428 shares 223,428 $17.1M 0.01% +2,675 Timeline STIP 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: 180,569 shares; 2024Q4: 168,300 shares; 2025Q1: 165,323 shares; 2025Q2: 176,562 shares; 2025Q3: 178,073 shares; 2025Q4: 167,148 shares 167,148 $17.1M 0.01% -10,925 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: 394,264 shares; 2024Q4: 385,462 shares; 2025Q1: 350,707 shares; 2025Q2: 351,486 shares; 2025Q3: 356,129 shares; 2025Q4: 356,532 shares 356,532 $17.1M 0.01% +403 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,194 shares; 2024Q4: 72,809 shares; 2025Q1: 72,603 shares; 2025Q2: 76,743 shares; 2025Q3: 79,223 shares; 2025Q4: 66,125 shares 66,125 $16.9M 0.01% -13,098 Timeline CIBR 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: 265,637 shares; 2024Q4: 264,545 shares; 2025Q1: 255,244 shares; 2025Q2: 219,714 shares; 2025Q3: 216,954 shares; 2025Q4: 236,819 shares 236,819 $16.9M 0.01% +19,865 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: 41,223 shares; 2024Q4: 39,976 shares; 2025Q1: 46,482 shares; 2025Q2: 51,129 shares; 2025Q3: 58,179 shares; 2025Q4: 61,270 shares 61,270 $16.9M 0.01% +3,091 Timeline SKYY 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: 177,430 shares; 2024Q4: 171,599 shares; 2025Q1: 166,958 shares; 2025Q2: 149,703 shares; 2025Q3: 133,979 shares; 2025Q4: 129,497 shares 129,497 $16.8M 0.01% -4,482 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: 341,538 shares; 2024Q4: 334,179 shares; 2025Q1: 205,381 shares; 2025Q2: 178,020 shares; 2025Q3: 151,349 shares; 2025Q4: 129,353 shares 129,353 $16.8M 0.01% -21,996 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: 956,210 shares; 2024Q4: 916,850 shares; 2025Q1: 820,873 shares; 2025Q2: 788,285 shares; 2025Q3: 849,647 shares; 2025Q4: 802,747 shares 802,747 $16.8M 0.01% -46,900 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,032 shares; 2024Q4: 200,292 shares; 2025Q1: 197,523 shares; 2025Q2: 189,672 shares; 2025Q3: 188,636 shares; 2025Q4: 203,508 shares 203,508 $16.7M 0.01% +14,872 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: 50,537 shares; 2024Q4: 47,703 shares; 2025Q1: 56,270 shares; 2025Q2: 55,362 shares; 2025Q3: 56,775 shares; 2025Q4: 58,246 shares 58,246 $16.6M 0.01% +1,471 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: 72,702 shares; 2024Q4: 73,881 shares; 2025Q1: 76,355 shares; 2025Q2: 81,146 shares; 2025Q3: 78,248 shares; 2025Q4: 80,329 shares 80,329 $16.5M 0.01% +2,081 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,588 shares; 2024Q4: 368,440 shares; 2025Q1: 359,073 shares; 2025Q2: 350,204 shares; 2025Q3: 349,702 shares; 2025Q4: 340,590 shares 340,590 $16.3M 0.01% -9,112 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,788 shares; 2024Q4: 125,176 shares; 2025Q1: 127,367 shares; 2025Q2: 119,548 shares; 2025Q3: 121,311 shares; 2025Q4: 119,003 shares 119,003 $16.3M 0.01% -2,308 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: 223,335 shares; 2024Q4: 224,933 shares; 2025Q1: 229,703 shares; 2025Q2: 222,406 shares; 2025Q3: 225,410 shares; 2025Q4: 219,329 shares 219,329 $16.2M 0.01% -6,081 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,310 shares; 2024Q4: 99,660 shares; 2025Q1: 150,116 shares; 2025Q2: 153,772 shares; 2025Q3: 153,039 shares; 2025Q4: 152,077 shares 152,077 $15.9M 0.01% -962 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: 24,715 shares; 2024Q4: 25,418 shares; 2025Q1: 27,336 shares; 2025Q2: 32,006 shares; 2025Q3: 43,272 shares; 2025Q4: 33,782 shares 33,782 $15.9M 0.01% -9,490 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: 186,059 shares; 2024Q4: 185,595 shares; 2025Q1: 187,095 shares; 2025Q2: 187,095 shares; 2025Q3: 189,772 shares; 2025Q4: 181,820 shares 181,820 $15.8M 0.01% -7,952 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: 212,657 shares; 2024Q4: 214,363 shares; 2025Q1: 185,968 shares; 2025Q2: 175,698 shares; 2025Q3: 189,242 shares; 2025Q4: 200,894 shares 200,894 $15.8M 0.01% +11,652 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: 61,894 shares; 2024Q4: 65,570 shares; 2025Q1: 71,987 shares; 2025Q2: 72,498 shares; 2025Q3: 73,352 shares; 2025Q4: 76,682 shares 76,682 $15.7M 0.01% +3,330 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: 157,931 shares; 2024Q4: 199,056 shares; 2025Q1: 190,267 shares; 2025Q2: 186,369 shares; 2025Q3: 194,001 shares; 2025Q4: 192,062 shares 192,062 $15.3M 0.01% -1,939 Timeline VGK 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: 104,403 shares; 2024Q4: 101,315 shares; 2025Q1: 100,570 shares; 2025Q2: 166,430 shares; 2025Q3: 167,089 shares; 2025Q4: 182,904 shares 182,904 $15.3M 0.01% +15,815 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: 108 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 204,873 shares; 2025Q3: 316,432 shares; 2025Q4: 331,276 shares 331,276 $15.2M 0.01% +14,844 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: 84,045 shares; 2024Q4: 83,489 shares; 2025Q1: 86,847 shares; 2025Q2: 86,153 shares; 2025Q3: 89,283 shares; 2025Q4: 87,902 shares 87,902 $15M 0.01% -1,381 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: 78,346 shares; 2024Q4: 87,720 shares; 2025Q1: 89,435 shares; 2025Q2: 89,273 shares; 2025Q3: 85,284 shares; 2025Q4: 85,193 shares 85,193 $14.9M 0.01% -91 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: 315,954 shares; 2024Q4: 320,409 shares; 2025Q1: 332,085 shares; 2025Q2: 331,095 shares; 2025Q3: 335,664 shares; 2025Q4: 341,284 shares 341,284 $14.9M 0.01% +5,620 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,972 shares; 2024Q4: 153,400 shares; 2025Q1: 158,237 shares; 2025Q2: 160,622 shares; 2025Q3: 161,237 shares; 2025Q4: 161,694 shares 161,694 $14.8M 0.01% +457 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: 50,927 shares; 2024Q4: 51,247 shares; 2025Q1: 51,207 shares; 2025Q2: 50,361 shares; 2025Q3: 48,747 shares; 2025Q4: 49,335 shares 49,335 $14.7M 0.01% +588 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: 241,126 shares; 2024Q4: 227,396 shares; 2025Q1: 227,131 shares; 2025Q2: 219,630 shares; 2025Q3: 207,374 shares; 2025Q4: 199,037 shares 199,037 $14.7M 0.01% -8,337 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,498 shares; 2024Q4: 72,297 shares; 2025Q1: 75,197 shares; 2025Q2: 71,419 shares; 2025Q3: 72,143 shares; 2025Q4: 67,148 shares 67,148 $14.6M 0.01% -4,995 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: 262,395 shares; 2024Q4: 255,220 shares; 2025Q1: 246,377 shares; 2025Q2: 235,655 shares; 2025Q3: 224,404 shares; 2025Q4: 213,943 shares 213,943 $14.6M 0.01% -10,461 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,807 shares; 2024Q4: 158,784 shares; 2025Q1: 154,408 shares; 2025Q2: 149,003 shares; 2025Q3: 147,312 shares; 2025Q4: 161,195 shares 161,195 $14.5M 0.01% +13,883 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,313 shares; 2024Q4: 583,372 shares; 2025Q1: 577,504 shares; 2025Q2: 573,222 shares; 2025Q3: 543,136 shares; 2025Q4: 552,174 shares 552,174 $14.4M 0.01% +9,038 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: 116,069 shares; 2024Q4: 117,250 shares; 2025Q1: 114,421 shares; 2025Q2: 116,595 shares; 2025Q3: 118,758 shares; 2025Q4: 125,618 shares 125,618 $14.2M 0.01% +6,860 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: 228,860 shares; 2024Q4: 229,088 shares; 2025Q1: 232,690 shares; 2025Q2: 251,532 shares; 2025Q3: 258,845 shares; 2025Q4: 278,438 shares 278,438 $14.1M 0.01% +19,593 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: 371,719 shares; 2024Q4: 365,310 shares; 2025Q1: 364,446 shares; 2025Q2: 125,426 shares; 2025Q3: 127,978 shares; 2025Q4: 128,976 shares 128,976 $14.1M 0.01% +998 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: 60,254 shares; 2024Q4: 55,794 shares; 2025Q1: 59,820 shares; 2025Q2: 61,014 shares; 2025Q3: 62,057 shares; 2025Q4: 68,314 shares 68,314 $14.1M 0.01% +6,257 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,224 shares; 2024Q4: 72,622 shares; 2025Q1: 72,121 shares; 2025Q2: 72,122 shares; 2025Q3: 75,398 shares; 2025Q4: 75,573 shares 75,573 $14M 0.01% +175 Timeline BLV 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: 275,822 shares; 2024Q4: 280,917 shares; 2025Q1: 242,729 shares; 2025Q2: 201,580 shares; 2025Q3: 199,315 shares; 2025Q4: 201,431 shares 201,431 $14M 0.01% +2,116 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,287 shares; 2024Q4: 271,599 shares; 2025Q1: 252,459 shares; 2025Q2: 256,876 shares; 2025Q3: 255,330 shares; 2025Q4: 210,669 shares 210,669 $14M 0.01% -44,661 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,901 shares; 2024Q4: 175,407 shares; 2025Q1: 172,706 shares; 2025Q2: 150,711 shares; 2025Q3: 152,318 shares; 2025Q4: 151,040 shares 151,040 $14M 0.01% -1,278 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,383 shares; 2024Q4: 186,296 shares; 2025Q1: 190,986 shares; 2025Q2: 185,691 shares; 2025Q3: 174,718 shares; 2025Q4: 174,761 shares 174,761 $13.8M 0.01% +43 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: 37,931 shares; 2024Q4: 37,685 shares; 2025Q1: 51,159 shares; 2025Q2: 48,092 shares; 2025Q3: 53,645 shares; 2025Q4: 54,279 shares 54,279 $13.8M 0.01% +634 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,131 shares; 2024Q4: 196,830 shares; 2025Q1: 179,645 shares; 2025Q2: 172,377 shares; 2025Q3: 173,025 shares; 2025Q4: 174,727 shares 174,727 $13.6M 0.01% +1,702 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,673 shares; 2024Q4: 126,528 shares; 2025Q1: 598,782 shares; 2025Q2: 557,557 shares; 2025Q3: 549,283 shares; 2025Q4: 485,600 shares 485,600 $13.5M 0.01% -63,683 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: 34,652 shares; 2024Q4: 31,608 shares; 2025Q1: 32,850 shares; 2025Q2: 33,472 shares; 2025Q3: 31,496 shares; 2025Q4: 30,231 shares 30,231 $13.5M 0.01% -1,265 Timeline EEMV 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: 224,206 shares; 2024Q4: 229,166 shares; 2025Q1: 221,006 shares; 2025Q2: 214,140 shares; 2025Q3: 210,628 shares; 2025Q4: 209,951 shares 209,951 $13.4M 0.01% -677 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,505 shares; 2024Q4: 469,527 shares; 2025Q1: 465,994 shares; 2025Q2: 404,749 shares; 2025Q3: 392,138 shares; 2025Q4: 362,880 shares 362,880 $13.4M 0.01% -29,258 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: 18,325 shares; 2024Q4: 16,717 shares; 2025Q1: 15,962 shares; 2025Q2: 14,715 shares; 2025Q3: 17,316 shares; 2025Q4: 17,360 shares 17,360 $13.4M 0.01% +44 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,409 shares; 2024Q4: 238,930 shares; 2025Q1: 233,916 shares; 2025Q2: 205,206 shares; 2025Q3: 208,372 shares; 2025Q4: 214,049 shares 214,049 $13.3M 0.01% +5,677 Timeline IGM 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: 92,597 shares; 2024Q4: 90,149 shares; 2025Q1: 82,904 shares; 2025Q2: 79,088 shares; 2025Q3: 137,061 shares; 2025Q4: 102,784 shares 102,784 $13.3M 0.01% -34,277 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: 205,421 shares; 2024Q4: 200,220 shares; 2025Q1: 201,338 shares; 2025Q2: 206,890 shares; 2025Q3: 215,386 shares; 2025Q4: 212,348 shares 212,348 $13.3M 0.01% -3,038 Timeline IDRV 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: 466,614 shares; 2024Q4: 465,172 shares; 2025Q1: 464,036 shares; 2025Q2: 403,324 shares; 2025Q3: 370,256 shares; 2025Q4: 349,272 shares 349,272 $13.2M 0.01% -20,984 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,014 shares; 2024Q4: 88,468 shares; 2025Q1: 90,774 shares; 2025Q2: 89,978 shares; 2025Q3: 89,567 shares; 2025Q4: 82,023 shares 82,023 $13.1M 0.01% -7,544 Timeline