JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,468,163 shares; 2024Q3: 10,041,408 shares; 2024Q4: 9,678,746 shares; 2025Q1: 9,574,094 shares; 2025Q2: 10,274,977 shares 10,274,977 $463M 11.42% +700,883 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,071,042 shares; 2024Q3: 2,307,191 shares; 2024Q4: 2,244,790 shares; 2025Q1: 7,000,632 shares; 2025Q2: 9,134,121 shares 9,134,121 $395M 9.74% +2,133,489 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,666,193 shares; 2024Q3: 1,611,681 shares; 2024Q4: 1,885,676 shares; 2025Q1: 1,821,656 shares; 2025Q2: 1,747,771 shares 1,747,771 $309M 7.62% -73,885 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,594,604 shares; 2024Q4: 1,562,379 shares; 2025Q1: 1,489,146 shares; 2025Q2: 1,406,475 shares 1,406,475 $277M 6.84% -82,671 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,248,164 shares 8,248,164 $237M 5.86% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,758,554 shares; 2024Q3: 13,550,449 shares; 2024Q4: 12,932,409 shares; 2025Q1: 12,568,160 shares; 2025Q2: 7,282,805 shares 7,282,805 $213M 5.26% -5,285,355 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,875,936 shares; 2024Q3: 7,561,128 shares; 2024Q4: 7,102,634 shares; 2025Q1: 5,198,486 shares; 2025Q2: 2,895,477 shares 2,895,477 $183M 4.51% -2,303,009 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,120,944 shares; 2024Q3: 1,918,107 shares; 2024Q4: 1,662,215 shares; 2025Q1: 1,767,220 shares; 2025Q2: 1,707,464 shares 1,707,464 $173M 4.28% -59,756 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,287,134 shares; 2024Q3: 1,238,618 shares; 2024Q4: 1,212,109 shares; 2025Q1: 1,158,903 shares; 2025Q2: 1,075,337 shares 1,075,337 $146M 3.6% -83,566 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,509,414 shares; 2024Q3: 1,300,049 shares; 2024Q4: 1,257,665 shares; 2025Q1: 1,216,879 shares; 2025Q2: 1,349,163 shares 1,349,163 $116M 2.87% +132,284 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,344,245 shares; 2024Q3: 1,305,154 shares; 2024Q4: 1,279,410 shares; 2025Q1: 3,125,404 shares; 2025Q2: 2,092,158 shares 2,092,158 $110M 2.7% -1,033,246 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,278,266 shares; 2024Q3: 3,162,485 shares; 2024Q4: 3,091,364 shares; 2025Q1: 2,935,795 shares; 2025Q2: 2,703,358 shares 2,703,358 $88.2M 2.18% -232,437 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685,668 shares; 2025Q2: 711,030 shares 711,030 $77.2M 1.9% +25,362 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 206,253 shares; 2024Q3: 660,177 shares; 2024Q4: 649,102 shares; 2025Q1: 623,365 shares; 2025Q2: 439,899 shares 439,899 $72.8M 1.8% -183,466 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 511,331 shares; 2024Q3: 523,220 shares; 2024Q4: 488,960 shares; 2025Q1: 455,302 shares; 2025Q2: 420,800 shares 420,800 $66.5M 1.64% -34,502 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 147,661 shares; 2024Q3: 145,789 shares; 2024Q4: 140,713 shares; 2025Q1: 133,755 shares; 2025Q2: 121,884 shares 121,884 $60.6M 1.5% -11,871 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744,800 shares 744,800 $60.3M 1.49% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 308,518 shares; 2024Q3: 306,207 shares; 2024Q4: 295,272 shares; 2025Q1: 283,923 shares; 2025Q2: 257,609 shares 257,609 $52.9M 1.3% -26,314 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 998,073 shares; 2024Q4: 978,742 shares; 2025Q1: 936,579 shares; 2025Q2: 506,198 shares 506,198 $47.6M 1.18% -430,381 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557,493 shares 557,493 $45.5M 1.12% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 197,700 shares; 2024Q3: 193,437 shares; 2024Q4: 184,215 shares; 2025Q1: 175,228 shares; 2025Q2: 160,852 shares 160,852 $35.3M 0.87% -14,376 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,924 shares; 2024Q3: 44,736 shares; 2024Q4: 42,662 shares; 2025Q1: 40,713 shares; 2025Q2: 36,968 shares 36,968 $27.3M 0.67% -3,745 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 711,800 shares; 2024Q3: 1,044,100 shares; 2024Q4: 1,044,100 shares; 2025Q1: 775,729 shares; 2025Q2: 429,008 shares 429,008 $23.9M 0.59% -346,721 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 694,900 shares; 2024Q3: 1,143,600 shares; 2024Q4: 1,103,048 shares; 2025Q1: 803,761 shares; 2025Q2: 379,306 shares 379,306 $21.8M 0.54% -424,455 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,272 shares; 2024Q3: 90,674 shares; 2024Q4: 86,712 shares; 2025Q1: 82,955 shares; 2025Q2: 75,497 shares 75,497 $20.8M 0.51% -7,458 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 122,595 shares; 2024Q3: 120,447 shares; 2024Q4: 112,829 shares; 2025Q1: 107,116 shares; 2025Q2: 97,522 shares 97,522 $17.2M 0.42% -9,594 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56,472 shares; 2024Q3: 59,839 shares; 2024Q4: 54,533 shares; 2025Q1: 51,516 shares; 2025Q2: 48,193 shares 48,193 $15.3M 0.38% -3,323 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103,427 shares; 2024Q3: 103,427 shares; 2024Q4: 96,187 shares; 2025Q1: 91,508 shares; 2025Q2: 82,624 shares 82,624 $14.7M 0.36% -8,884 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,804 shares; 2024Q3: 26,995 shares; 2024Q4: 26,995 shares; 2025Q1: 56,524 shares; 2025Q2: 47,101 shares 47,101 $13.7M 0.34% -9,423 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103,770 shares; 2024Q3: 98,386 shares; 2024Q4: 96,553 shares; 2025Q1: 68,917 shares; 2025Q2: 67,879 shares 67,879 $12.4M 0.31% -1,038 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 408,200 shares; 2024Q3: 576,500 shares; 2024Q4: 576,500 shares; 2025Q1: 369,615 shares; 2025Q2: 170,000 shares 170,000 $12.2M 0.3% -199,615 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,450 shares; 2024Q3: 16,450 shares; 2024Q4: 16,450 shares; 2025Q1: 15,751 shares; 2025Q2: 15,045 shares 15,045 $11.7M 0.29% -706 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,983 shares; 2024Q3: 28,258 shares; 2024Q4: 28,258 shares; 2025Q1: 26,790 shares; 2025Q2: 23,630 shares 23,630 $11.5M 0.28% -3,160 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90,213 shares; 2024Q3: 36,716 shares; 2024Q4: 119,281 shares; 2025Q1: 114,958 shares; 2025Q2: 114,880 shares 114,880 $11.2M 0.28% -78 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 63,629 shares; 2024Q3: 102,732 shares; 2024Q4: 102,732 shares; 2025Q1: 98,079 shares; 2025Q2: 93,890 shares 93,890 $10.1M 0.25% -4,189 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,154 shares; 2024Q3: 38,154 shares; 2024Q4: 38,154 shares; 2025Q1: 36,359 shares; 2025Q2: 33,277 shares 33,277 $8.57M 0.21% -3,082 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,243 shares; 2024Q3: 37,243 shares; 2024Q4: 27,909 shares; 2025Q1: 26,495 shares; 2025Q2: 46,320 shares 46,320 $8.44M 0.21% +19,825 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,749 shares; 2025Q2: 15,885 shares 15,885 $8.38M 0.21% -864 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,729 shares; 2024Q3: 33,729 shares; 2024Q4: 59,316 shares; 2025Q1: 56,554 shares; 2025Q2: 56,554 shares 56,554 $7.69M 0.19% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 124,956 shares; 2024Q3: 124,956 shares; 2024Q4: 124,956 shares; 2025Q1: 118,575 shares; 2025Q2: 108,634 shares 108,634 $7.69M 0.19% -9,941 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,686 shares; 2024Q3: 29,686 shares; 2024Q4: 29,686 shares; 2025Q1: 28,080 shares; 2025Q2: 50,045 shares 50,045 $7.64M 0.19% +21,965 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,975 shares; 2024Q3: 22,975 shares; 2024Q4: 22,975 shares; 2025Q1: 22,354 shares; 2025Q2: 22,354 shares 22,354 $7.21M 0.18% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,838 shares; 2024Q3: 3,688 shares; 2024Q4: 3,688 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares 3,515 $7.02M 0.17% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,040 shares; 2024Q3: 20,251 shares; 2024Q4: 20,251 shares; 2025Q1: 19,391 shares; 2025Q2: 19,391 shares 19,391 $6.92M 0.17% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,599 shares; 2024Q3: 22,794 shares; 2024Q4: 22,794 shares; 2025Q1: 21,654 shares; 2025Q2: 21,646 shares 21,646 $6.49M 0.16% -8 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83,823 shares; 2024Q3: 205,960 shares; 2024Q4: 205,960 shares; 2025Q1: 195,903 shares; 2025Q2: 195,903 shares 195,903 $6.39M 0.16% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,799 shares 108,799 $6.38M 0.16% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 82,815 shares; 2024Q3: 82,815 shares; 2024Q4: 82,815 shares; 2025Q1: 78,555 shares; 2025Q2: 73,571 shares 73,571 $6.3M 0.16% -4,984 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,494 shares; 2024Q3: 21,062 shares; 2024Q4: 21,062 shares; 2025Q1: 20,174 shares; 2025Q2: 20,160 shares 20,160 $6.29M 0.16% -14 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,811 shares 67,811 $6.16M 0.15% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,603 shares; 2024Q3: 34,226 shares; 2024Q4: 34,226 shares; 2025Q1: 32,707 shares; 2025Q2: 32,672 shares 32,672 $6.06M 0.15% -35 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,266 shares; 2024Q3: 42,924 shares; 2024Q4: 42,924 shares; 2025Q1: 40,990 shares; 2025Q2: 31,294 shares 31,294 $5.82M 0.14% -9,696 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,537 shares; 2024Q3: 11,370 shares; 2024Q4: 8,268 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares 7,786 $5.71M 0.14% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169,379 shares; 2024Q3: 169,379 shares; 2024Q4: 139,261 shares; 2025Q1: 132,281 shares; 2025Q2: 119,557 shares 119,557 $5.66M 0.14% -12,724 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,920 shares; 2024Q3: not reported; 2024Q4: 20,490 shares; 2025Q1: 19,429 shares; 2025Q2: 42,615 shares 42,615 $5.63M 0.14% +23,186 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,378 shares; 2024Q3: 34,378 shares; 2024Q4: 28,725 shares; 2025Q1: 27,585 shares; 2025Q2: 50,390 shares 50,390 $5.59M 0.14% +22,805 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87,213 shares; 2024Q3: 72,255 shares; 2024Q4: 72,255 shares; 2025Q1: 69,241 shares; 2025Q2: 69,170 shares 69,170 $5.54M 0.14% -71 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,414 shares; 2024Q3: 19,940 shares; 2024Q4: 19,940 shares; 2025Q1: 18,934 shares; 2025Q2: 18,934 shares 18,934 $5.52M 0.14% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,467 shares 42,467 $5.47M 0.14% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 65,915 shares; 2024Q3: 65,915 shares; 2024Q4: 65,915 shares; 2025Q1: 63,448 shares; 2025Q2: 57,962 shares 57,962 $5.41M 0.13% -5,486 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,235 shares; 2024Q3: 15,235 shares; 2024Q4: 15,235 shares; 2025Q1: 14,497 shares; 2025Q2: 33,779 shares 33,779 $5.38M 0.13% +19,282 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,845 shares 57,845 $5.36M 0.13% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,096 shares; 2024Q3: 9,870 shares; 2024Q4: 9,870 shares; 2025Q1: 9,447 shares; 2025Q2: 9,447 shares 9,447 $5.31M 0.13% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,918 shares; 2024Q3: 70,918 shares; 2024Q4: 128,029 shares; 2025Q1: 121,672 shares; 2025Q2: 121,672 shares 121,672 $5.28M 0.13% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,072 shares; 2024Q3: 15,072 shares; 2024Q4: 15,072 shares; 2025Q1: 14,484 shares; 2025Q2: 13,368 shares 13,368 $5.19M 0.13% -1,116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 20,409 shares; 2024Q4: 20,409 shares; 2025Q1: 19,467 shares; 2025Q2: 17,578 shares 17,578 $5.18M 0.13% -1,889 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243,471 shares 243,471 $5.1M 0.13% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,064 shares; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 958 shares; 2025Q2: 878 shares 878 $5.08M 0.13% -80 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 506,369 shares; 2024Q3: 55,781 shares; 2024Q4: 52,111 shares; 2025Q1: 47,180 shares; 2025Q2: 26,186 shares 26,186 $4.94M 0.12% -20,994 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99,859 shares; 2024Q3: 99,859 shares; 2024Q4: 99,859 shares; 2025Q1: 95,894 shares; 2025Q2: 87,335 shares 87,335 $4.9M 0.12% -8,559 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 124,635 shares; 2025Q1: 118,823 shares; 2025Q2: 118,823 shares 118,823 $4.78M 0.12% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,089 shares 141,089 $4.78M 0.12% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,062 shares; 2025Q1: 63,098 shares; 2025Q2: 63,098 shares 63,098 $4.67M 0.12% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,932 shares 68,932 $4.65M 0.11% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 10,040 shares; 2025Q1: 9,582 shares; 2025Q2: 8,516 shares 8,516 $4.63M 0.11% -1,066 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,903 shares; 2024Q3: 54,903 shares; 2024Q4: 54,903 shares; 2025Q1: 52,743 shares; 2025Q2: 52,743 shares 52,743 $4.6M 0.11% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 66,032 shares; 2024Q3: 66,032 shares; 2024Q4: 66,032 shares; 2025Q1: 62,416 shares; 2025Q2: 62,416 shares 62,416 $4.57M 0.11% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,342 shares 27,342 $4.45M 0.11% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 140,440 shares; 2024Q3: 140,440 shares; 2024Q4: 140,440 shares; 2025Q1: 134,914 shares; 2025Q2: 124,571 shares 124,571 $4.42M 0.11% -10,343 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,537 shares; 2024Q3: 9,537 shares; 2024Q4: 9,537 shares; 2025Q1: 9,161 shares; 2025Q2: 8,288 shares 8,288 $4.39M 0.11% -873 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 179,060 shares; 2024Q3: not reported; 2024Q4: 329,710 shares; 2025Q1: 313,242 shares; 2025Q2: 313,242 shares 313,242 $4.37M 0.11% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,751 shares; 2024Q3: 9,751 shares; 2024Q4: 9,751 shares; 2025Q1: 9,291 shares; 2025Q2: 9,280 shares 9,280 $4.35M 0.11% -11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,849 shares; 2024Q3: 11,849 shares; 2024Q4: 11,849 shares; 2025Q1: 11,339 shares; 2025Q2: 11,339 shares 11,339 $4.34M 0.11% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,128 shares; 2024Q3: 9,182 shares; 2024Q4: 9,182 shares; 2025Q1: 8,656 shares; 2025Q2: 8,656 shares 8,656 $4.33M 0.11% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 237,398 shares; 2024Q3: 237,398 shares; 2024Q4: 237,398 shares; 2025Q1: 227,064 shares; 2025Q2: 227,064 shares 227,064 $4.3M 0.11% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,161 shares; 2024Q3: 11,161 shares; 2024Q4: 11,161 shares; 2025Q1: 10,728 shares; 2025Q2: 10,728 shares 10,728 $4.24M 0.1% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,368 shares; 2024Q3: 26,368 shares; 2024Q4: 26,368 shares; 2025Q1: 25,393 shares; 2025Q2: 23,295 shares 23,295 $4.19M 0.1% -2,098 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49,871 shares; 2024Q3: 49,871 shares; 2024Q4: 49,871 shares; 2025Q1: 47,797 shares; 2025Q2: 43,254 shares 43,254 $4.11M 0.1% -4,543 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 40,654 shares; 2024Q4: 40,654 shares; 2025Q1: 38,899 shares; 2025Q2: 38,866 shares 38,866 $4.11M 0.1% -33 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,953 shares; 2024Q3: 25,953 shares; 2024Q4: 25,953 shares; 2025Q1: 24,406 shares; 2025Q2: 24,406 shares 24,406 $4.1M 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 51,892 shares; 2025Q1: 49,260 shares; 2025Q2: 49,260 shares 49,260 $4.09M 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 160,902 shares; 2024Q3: 160,902 shares; 2024Q4: 160,902 shares; 2025Q1: 153,097 shares; 2025Q2: 140,968 shares 140,968 $4.08M 0.1% -12,129 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,107 shares; 2024Q3: 34,107 shares; 2024Q4: 34,107 shares; 2025Q1: 75,032 shares; 2025Q2: 75,032 shares 75,032 $4.07M 0.1% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,875 shares; 2024Q3: 8,875 shares; 2024Q4: 8,875 shares; 2025Q1: 8,521 shares; 2025Q2: 7,745 shares 7,745 $3.94M 0.1% -776 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 89,459 shares; 2024Q3: 89,459 shares; 2024Q4: 89,459 shares; 2025Q1: 85,529 shares; 2025Q2: 75,877 shares 75,877 $3.92M 0.1% -9,652 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54,444 shares; 2024Q3: 54,444 shares; 2024Q4: 54,444 shares; 2025Q1: 52,280 shares; 2025Q2: 52,280 shares 52,280 $3.9M 0.1% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,830 shares; 2025Q1: 55,894 shares; 2025Q2: 55,894 shares 55,894 $3.88M 0.1% 0 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 30,695 shares; 2024Q3: 30,695 shares; 2024Q4: 30,695 shares; 2025Q1: 29,496 shares; 2025Q2: 27,237 shares 27,237 $3.87M 0.1% -2,259 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 53,216 shares; 2024Q3: 53,216 shares; 2024Q4: 28,504 shares; 2025Q1: 26,972 shares; 2025Q2: 26,972 shares 26,972 $3.86M 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,156 shares; 2024Q3: 50,156 shares; 2024Q4: 50,156 shares; 2025Q1: 48,378 shares; 2025Q2: 44,744 shares 44,744 $3.81M 0.09% -3,634 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,344 shares; 2025Q1: 19,630 shares; 2025Q2: 19,630 shares 19,630 $3.8M 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,834 shares; 2024Q3: 17,834 shares; 2024Q4: 13,802 shares; 2025Q1: 13,148 shares; 2025Q2: 11,869 shares 11,869 $3.79M 0.09% -1,279 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,786 shares; 2024Q3: 18,786 shares; 2024Q4: 18,786 shares; 2025Q1: 18,039 shares; 2025Q2: 16,451 shares 16,451 $3.76M 0.09% -1,588 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,146 shares; 2024Q3: 34,146 shares; 2024Q4: 34,146 shares; 2025Q1: 32,530 shares; 2025Q2: 29,515 shares 29,515 $3.74M 0.09% -3,015 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31,626 shares; 2024Q3: 31,626 shares; 2024Q4: 31,626 shares; 2025Q1: 30,543 shares; 2025Q2: 28,051 shares 28,051 $3.73M 0.09% -2,492 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,251 shares; 2024Q3: 14,080 shares; 2024Q4: 14,080 shares; 2025Q1: 13,517 shares; 2025Q2: 13,506 shares 13,506 $3.72M 0.09% -11 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,864 shares; 2024Q3: 13,864 shares; 2024Q4: 13,864 shares; 2025Q1: 13,329 shares; 2025Q2: 13,329 shares 13,329 $3.72M 0.09% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,153 shares; 2024Q3: 36,912 shares; 2024Q4: 26,761 shares; 2025Q1: 25,346 shares; 2025Q2: 25,301 shares 25,301 $3.69M 0.09% -45 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,727 shares; 2024Q4: 8,727 shares; 2025Q1: 8,328 shares; 2025Q2: 8,328 shares 8,328 $3.64M 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,396 shares; 2025Q2: 44,396 shares 44,396 $3.61M 0.09% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13,758 shares; 2024Q4: 13,758 shares; 2025Q1: 13,202 shares; 2025Q2: 13,202 shares 13,202 $3.6M 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 33,479 shares; 2024Q4: 33,479 shares; 2025Q1: 31,950 shares; 2025Q2: 25,198 shares 25,198 $3.58M 0.09% -6,752 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,716 shares; 2024Q3: 13,716 shares; 2024Q4: 12,570 shares; 2025Q1: 11,313 shares; 2025Q2: 9,684 shares 9,684 $3.55M 0.09% -1,629 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 94,130 shares; 2024Q3: 133,261 shares; 2024Q4: 100,957 shares; 2025Q1: 32,874 shares; 2025Q2: 32,818 shares 32,818 $3.54M 0.09% -56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,961 shares; 2024Q3: 36,961 shares; 2024Q4: 36,961 shares; 2025Q1: 35,355 shares; 2025Q2: 35,355 shares 35,355 $3.5M 0.09% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,628 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,921 shares 37,921 $3.48M 0.09% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,309 shares; 2024Q3: 28,309 shares; 2024Q4: 28,309 shares; 2025Q1: 27,189 shares; 2025Q2: 24,469 shares 24,469 $3.47M 0.09% -2,720 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,050 shares; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 8,606 shares; 2025Q2: 7,751 shares 7,751 $3.45M 0.09% -855 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,228 shares; 2025Q1: 33,116 shares; 2025Q2: 33,116 shares 33,116 $3.39M 0.08% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108,410 shares; 2024Q3: 108,410 shares; 2024Q4: 108,410 shares; 2025Q1: 104,257 shares; 2025Q2: 66,331 shares 66,331 $3.39M 0.08% -37,926 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 114,268 shares; 2024Q3: 114,268 shares; 2024Q4: 114,268 shares; 2025Q1: 109,813 shares; 2025Q2: 98,001 shares 98,001 $3.36M 0.08% -11,812 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,049 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,398 shares 28,398 $3.35M 0.08% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,626 shares; 2024Q3: 34,626 shares; 2024Q4: 26,995 shares; 2025Q1: 25,493 shares; 2025Q2: 22,827 shares 22,827 $3.34M 0.08% -2,666 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100,744 shares; 2024Q3: 100,744 shares; 2024Q4: 100,744 shares; 2025Q1: 177,052 shares; 2025Q2: 89,920 shares 89,920 $3.34M 0.08% -87,132 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,888 shares; 2025Q2: 4,593 shares 4,593 $3.25M 0.08% -295 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,137 shares; 2025Q2: 16,119 shares 16,119 $3.24M 0.08% -18 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,815 shares; 2024Q3: 45,815 shares; 2024Q4: 45,815 shares; 2025Q1: 44,295 shares; 2025Q2: 44,295 shares 44,295 $3.24M 0.08% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,168 shares; 2025Q2: 15,168 shares 15,168 $3.23M 0.08% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,455 shares; 2025Q2: 61,455 shares 61,455 $3.22M 0.08% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,517 shares; 2024Q3: 13,517 shares; 2024Q4: 13,517 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares 12,980 $3.21M 0.08% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72,377 shares; 2024Q3: 72,377 shares; 2024Q4: 72,377 shares; 2025Q1: 70,462 shares; 2025Q2: 65,126 shares 65,126 $3.2M 0.08% -5,336 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47,211 shares; 2024Q3: 47,211 shares; 2024Q4: 47,211 shares; 2025Q1: 45,516 shares; 2025Q2: 42,605 shares 42,605 $3.17M 0.08% -2,911 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,654 shares; 2024Q3: 13,654 shares; 2024Q4: 10,412 shares; 2025Q1: 9,914 shares; 2025Q2: 8,867 shares 8,867 $3.15M 0.08% -1,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,580 shares; 2024Q3: 78,580 shares; 2024Q4: 78,580 shares; 2025Q1: 75,530 shares; 2025Q2: 66,813 shares 66,813 $3.09M 0.08% -8,717 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,607 shares; 2024Q3: 7,006 shares; 2024Q4: 7,006 shares; 2025Q1: 6,679 shares; 2025Q2: 6,676 shares 6,676 $3.09M 0.08% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 44,045 shares; 2024Q3: 39,829 shares; 2024Q4: 39,829 shares; 2025Q1: 39,005 shares; 2025Q2: 39,005 shares 39,005 $3.09M 0.08% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 35,535 shares; 2024Q4: 35,535 shares; 2025Q1: 33,710 shares; 2025Q2: 33,710 shares 33,710 $3.07M 0.08% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,481 shares; 2024Q3: 14,481 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares 9,900 $3.05M 0.08% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,374 shares; 2024Q3: 12,422 shares; 2024Q4: 12,422 shares; 2025Q1: 12,015 shares; 2025Q2: 12,015 shares 12,015 $3.01M 0.07% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,324 shares; 2025Q2: 44,324 shares 44,324 $3.01M 0.07% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,470 shares; 2024Q3: 60,470 shares; 2024Q4: 60,470 shares; 2025Q1: 57,382 shares; 2025Q2: 57,382 shares 57,382 $2.99M 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 53,011 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,641 shares 52,641 $2.98M 0.07% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,089 shares; 2024Q4: 4,089 shares; 2025Q1: 3,921 shares; 2025Q2: 3,921 shares 3,921 $2.95M 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,755 shares; 2024Q3: 14,755 shares; 2024Q4: 14,755 shares; 2025Q1: 14,117 shares; 2025Q2: 12,681 shares 12,681 $2.95M 0.07% -1,436 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24,908 shares; 2024Q4: 24,908 shares; 2025Q1: 23,727 shares; 2025Q2: 23,727 shares 23,727 $2.92M 0.07% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,865 shares; 2024Q3: 26,865 shares; 2024Q4: 19,939 shares; 2025Q1: 19,057 shares; 2025Q2: 16,875 shares 16,875 $2.92M 0.07% -2,182 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 57,567 shares; 2025Q1: 54,938 shares; 2025Q2: 54,938 shares 54,938 $2.89M 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 123,445 shares; 2024Q3: 123,445 shares; 2024Q4: 123,445 shares; 2025Q1: 117,805 shares; 2025Q2: 117,805 shares 117,805 $2.86M 0.07% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,387 shares; 2024Q3: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares 3,508 $2.79M 0.07% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 56,453 shares; 2025Q1: 53,493 shares; 2025Q2: 53,493 shares 53,493 $2.76M 0.07% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,056 shares 36,056 $2.73M 0.07% new Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,821 shares; 2024Q3: 51,821 shares; 2024Q4: 51,821 shares; 2025Q1: 49,926 shares; 2025Q2: 49,926 shares 49,926 $2.71M 0.07% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,671 shares; 2024Q3: 14,671 shares; 2024Q4: 14,671 shares; 2025Q1: 14,284 shares; 2025Q2: 13,355 shares 13,355 $2.71M 0.07% -929 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,675 shares; 2024Q3: 38,675 shares; 2024Q4: 16,377 shares; 2025Q1: 15,509 shares; 2025Q2: 15,509 shares 15,509 $2.7M 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,188 shares; 2024Q3: 12,188 shares; 2024Q4: 12,188 shares; 2025Q1: 11,635 shares; 2025Q2: 11,635 shares 11,635 $2.68M 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,660 shares 31,660 $2.67M 0.07% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,935 shares 37,935 $2.62M 0.06% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,766 shares; 2025Q2: 135,766 shares 135,766 $2.61M 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,527 shares 37,527 $2.61M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,192 shares; 2024Q3: 27,192 shares; 2024Q4: 27,192 shares; 2025Q1: 26,023 shares; 2025Q2: 24,222 shares 24,222 $2.6M 0.06% -1,801 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,603 shares 45,603 $2.55M 0.06% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 88,679 shares; 2024Q3: 88,679 shares; 2024Q4: 88,679 shares; 2025Q1: 84,979 shares; 2025Q2: 78,017 shares 78,017 $2.55M 0.06% -6,962 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,481 shares 33,481 $2.54M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100,025 shares; 2024Q3: 100,025 shares; 2024Q4: 100,025 shares; 2025Q1: 95,634 shares; 2025Q2: 95,634 shares 95,634 $2.53M 0.06% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,727 shares 8,727 $2.53M 0.06% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,902 shares; 2024Q3: 19,902 shares; 2024Q4: 19,902 shares; 2025Q1: 19,097 shares; 2025Q2: 19,097 shares 19,097 $2.53M 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 243,439 shares; 2024Q3: 243,439 shares; 2024Q4: 243,439 shares; 2025Q1: 232,325 shares; 2025Q2: 232,325 shares 232,325 $2.52M 0.06% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 40,229 shares; 2024Q4: 40,229 shares; 2025Q1: 39,291 shares; 2025Q2: 39,291 shares 39,291 $2.51M 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,571 shares 7,571 $2.5M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,619 shares; 2024Q3: 33,619 shares; 2024Q4: 33,619 shares; 2025Q1: 32,403 shares; 2025Q2: 30,048 shares 30,048 $2.5M 0.06% -2,355 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,610 shares 34,610 $2.48M 0.06% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,981 shares 26,981 $2.46M 0.06% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,037 shares 9,037 $2.41M 0.06% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43,955 shares; 2024Q3: 43,955 shares; 2024Q4: 35,145 shares; 2025Q1: 34,292 shares; 2025Q2: 31,046 shares 31,046 $2.4M 0.06% -3,246 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 89,257 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,692 shares 64,692 $2.38M 0.06% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100,114 shares; 2024Q3: 100,114 shares; 2024Q4: 100,114 shares; 2025Q1: 96,811 shares; 2025Q2: 96,811 shares 96,811 $2.34M 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,717 shares; 2024Q3: 13,717 shares; 2024Q4: 13,717 shares; 2025Q1: 13,165 shares; 2025Q2: 13,165 shares 13,165 $2.27M 0.06% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,997 shares; 2024Q3: 20,917 shares; 2024Q4: 20,917 shares; 2025Q1: 20,142 shares; 2025Q2: 20,120 shares 20,120 $2.12M 0.05% -22 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,901 shares; 2024Q3: 3,901 shares; 2024Q4: 3,901 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares 3,770 $1.98M 0.05% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,609 shares; 2024Q3: 12,609 shares; 2024Q4: 12,609 shares; 2025Q1: 12,246 shares; 2025Q2: 12,246 shares 12,246 $1.93M 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,144 shares; 2024Q4: 5,144 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares 4,934 $1.91M 0.05% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,973 shares; 2024Q3: 33,703 shares; 2024Q4: 33,703 shares; 2025Q1: 32,408 shares; 2025Q2: 32,408 shares 32,408 $1.87M 0.05% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 74,112 shares; 2025Q1: 70,895 shares; 2025Q2: 70,895 shares 70,895 $1.73M 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,897 shares; 2024Q3: 7,897 shares; 2024Q4: 7,897 shares; 2025Q1: 7,528 shares; 2025Q2: 7,528 shares 7,528 $1.71M 0.04% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,161 shares; 2024Q3: 50,161 shares; 2024Q4: 50,161 shares; 2025Q1: 48,286 shares; 2025Q2: 40,555 shares 40,555 $1.55M 0.04% -7,731 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,593 shares; 2024Q3: 14,593 shares; 2024Q4: 14,593 shares; 2025Q1: 14,156 shares; 2025Q2: 14,156 shares 14,156 $1.43M 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,685 shares; 2024Q3: 27,751 shares; 2024Q4: 27,621 shares; 2025Q1: 22,763 shares; 2025Q2: 21,152 shares 21,152 $1.39M 0.03% -1,611 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,974 shares; 2024Q4: 276,323 shares; 2025Q1: 4,876 shares; 2025Q2: 9,353 shares 9,353 $928K 0.02% +4,477 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,126 shares 19,126 $927K 0.02% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 57,791 shares; 2024Q3: 97,189 shares; 2024Q4: 654,691 shares; 2025Q1: 108,439 shares; 2025Q2: 9,911 shares 9,911 $610K 0.02% -98,528 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,970 shares; 2024Q3: 4,822 shares; 2024Q4: 124,387 shares; 2025Q1: 25,428 shares; 2025Q2: 4,534 shares 4,534 $583K 0.01% -20,894 Timeline RSPT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,192,610 shares; 2024Q3: 23,622 shares; 2024Q4: 23,251 shares; 2025Q1: 18,206 shares; 2025Q2: 11,008 shares 11,008 $449K 0.01% -7,198 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,381,113 shares; 2024Q3: 3,279,047 shares; 2024Q4: 3,206,284 shares; 2025Q1: 1,688,216 shares; 2025Q2: 7,168 shares 7,168 $305K 0.01% -1,681,048 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,005,078 shares; 2024Q3: 4,218 shares; 2024Q4: 4,151 shares; 2025Q1: 3,226 shares; 2025Q2: 2,317 shares 2,317 $180K <0.01% -909 Timeline EAOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,063 shares; 2024Q3: 2,060 shares; 2024Q4: 20,149 shares; 2025Q1: 2,017 shares; 2025Q2: 4,535 shares 4,535 $152K <0.01% +2,518 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 952,172 shares; 2024Q3: 1,680,712 shares; 2024Q4: 1,565,657 shares; 2025Q1: 6,464 shares; 2025Q2: 2,327 shares 2,327 $138K <0.01% -4,137 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 441 shares; 2025Q2: 668 shares 668 $86K <0.01% +227 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,944,142 shares; 2024Q3: 7,301 shares; 2024Q4: 7,279 shares; 2025Q1: 4,291 shares; 2025Q2: 1,155 shares 1,155 $63.7K <0.01% -3,136 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 834,772 shares; 2024Q3: 4,547 shares; 2024Q4: 4,499 shares; 2025Q1: 2,030 shares; 2025Q2: 804 shares 804 $52.6K <0.01% -1,226 Timeline BBCA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 555,867 shares; 2024Q3: 1,078,959 shares; 2024Q4: 1,059,168 shares; 2025Q1: 1,658 shares; 2025Q2: 622 shares 622 $50.2K <0.01% -1,036 Timeline RSPD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 761,516 shares; 2024Q3: 2,550 shares; 2024Q4: 2,535 shares; 2025Q1: 1,682 shares; 2025Q2: 826 shares 826 $44K <0.01% -856 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 141 shares; 2025Q2: 81 shares 81 $20.7K <0.01% -60 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 326 shares; 2025Q1: 78 shares; 2025Q2: 154 shares 154 $18.4K <0.01% +76 Timeline BBJP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,310,573 shares; 2024Q3: 4,535 shares; 2024Q4: 3,774 shares; 2025Q1: 478 shares; 2025Q2: 293 shares 293 $18.2K <0.01% -185 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,479 shares; 2024Q3: 5,812 shares; 2024Q4: 5,812 shares; 2025Q1: 3,473 shares; 2025Q2: 289 shares 289 $14.7K <0.01% -3,184 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 664,998 shares; 2024Q3: 607,217 shares; 2024Q4: 577,360 shares; 2025Q1: 1,960 shares; 2025Q2: 104 shares 104 $8.84K <0.01% -1,856 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,509,727 shares; 2024Q3: 3,471,303 shares; 2024Q4: 2,921,457 shares; 2025Q1: 3,260,649 shares; 2025Q2: 406 shares 406 $7.95K <0.01% -3,260,243 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 4 shares; 2025Q2: 57 shares 57 $2.65K <0.01% +53 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 176,863 shares; 2024Q3: 173,974 shares; 2024Q4: 188,153 shares; 2025Q1: 826 shares; 2025Q2: 15 shares 15 $1.41K <0.01% -811 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 11 shares; 2025Q2: 10 shares 10 $1.02K <0.01% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,519 shares; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 56 shares; 2025Q2: 7 shares 7 $943 <0.01% -49 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 57,951 shares; 2024Q3: 55,178 shares; 2024Q4: 54,529 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $221 <0.01% 0 Timeline