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: 3,071,042 shares; 2024Q3: 2,307,191 shares; 2024Q4: 2,244,790 shares; 2025Q1: 7,000,632 shares; 2025Q2: 9,134,121 shares; 2025Q3: 10,533,655 shares; 2025Q4: 12,750,445 shares 12,750,445 $580M 17.03% +2,216,790 Timeline 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; 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; 2025Q3: 8,951,956 shares; 2025Q4: 8,887,247 shares 8,887,247 $406M 11.93% -64,709 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: 1,666,193 shares; 2024Q3: 1,611,681 shares; 2024Q4: 1,885,676 shares; 2025Q1: 1,821,656 shares; 2025Q2: 1,747,771 shares; 2025Q3: 1,692,463 shares; 2025Q4: 1,662,254 shares 1,662,254 $317M 9.33% -30,209 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; 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; 2025Q3: 1,362,189 shares; 2025Q4: 1,333,956 shares 1,333,956 $300M 8.81% -28,233 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,248,164 shares; 2025Q3: 8,024,019 shares; 2025Q4: 7,945,875 shares 7,945,875 $229M 6.73% -78,144 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; 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; 2025Q3: 7,103,678 shares; 2025Q4: 7,109,860 shares 7,109,860 $208M 6.12% +6,182 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: 4,875,936 shares; 2024Q3: 7,561,128 shares; 2024Q4: 7,102,634 shares; 2025Q1: 5,198,486 shares; 2025Q2: 2,895,477 shares; 2025Q3: 2,831,289 shares; 2025Q4: 2,706,117 shares 2,706,117 $197M 5.78% -125,172 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: 1,287,134 shares; 2024Q3: 1,238,618 shares; 2024Q4: 1,212,109 shares; 2025Q1: 1,158,903 shares; 2025Q2: 1,075,337 shares; 2025Q3: 1,039,379 shares; 2025Q4: 1,018,684 shares 1,018,684 $142M 4.17% -20,695 Timeline IXJ 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: 1,509,414 shares; 2024Q3: 1,300,049 shares; 2024Q4: 1,257,665 shares; 2025Q1: 1,216,879 shares; 2025Q2: 1,349,163 shares; 2025Q3: 1,308,385 shares; 2025Q4: 1,284,224 shares 1,284,224 $125M 3.68% -24,161 Timeline TLH 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: 3,120,944 shares; 2024Q3: 1,918,107 shares; 2024Q4: 1,662,215 shares; 2025Q1: 1,767,220 shares; 2025Q2: 1,707,464 shares; 2025Q3: 1,074,047 shares; 2025Q4: 1,050,711 shares 1,050,711 $107M 3.14% -23,336 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; 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; 2025Q3: 2,230,019 shares; 2025Q4: 2,196,094 shares 2,196,094 $93.3M 2.74% -33,925 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685,668 shares; 2025Q2: 711,030 shares; 2025Q3: 683,791 shares; 2025Q4: 670,089 shares 670,089 $78.9M 2.32% -13,702 Timeline PZA 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071,002 shares; 2025Q4: 3,040,662 shares 3,040,662 $70.5M 2.07% -30,340 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744,800 shares; 2025Q3: 724,175 shares; 2025Q4: 704,141 shares 704,141 $54.7M 1.61% -20,034 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 998,073 shares; 2024Q4: 978,742 shares; 2025Q1: 936,579 shares; 2025Q2: 506,198 shares; 2025Q3: 492,170 shares; 2025Q4: 484,039 shares 484,039 $49.5M 1.45% -8,131 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557,493 shares; 2025Q3: 541,973 shares; 2025Q4: 1,065,126 shares 1,065,126 $45.5M 1.34% +523,153 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: 511,331 shares; 2024Q3: 523,220 shares; 2024Q4: 488,960 shares; 2025Q1: 455,302 shares; 2025Q2: 420,800 shares; 2025Q3: 194,630 shares; 2025Q4: 174,783 shares 174,783 $32.6M 0.96% -19,847 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: 308,518 shares; 2024Q3: 306,207 shares; 2024Q4: 295,272 shares; 2025Q1: 283,923 shares; 2025Q2: 257,609 shares; 2025Q3: 118,196 shares; 2025Q4: 106,412 shares 106,412 $28.9M 0.85% -11,784 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: 147,661 shares; 2024Q3: 145,789 shares; 2024Q4: 140,713 shares; 2025Q1: 133,755 shares; 2025Q2: 121,884 shares; 2025Q3: 56,563 shares; 2025Q4: 48,249 shares 48,249 $23.3M 0.69% -8,314 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: 197,700 shares; 2024Q3: 193,437 shares; 2024Q4: 184,215 shares; 2025Q1: 175,228 shares; 2025Q2: 160,852 shares; 2025Q3: 73,947 shares; 2025Q4: 66,685 shares 66,685 $15.4M 0.45% -7,262 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: 122,595 shares; 2024Q3: 120,447 shares; 2024Q4: 112,829 shares; 2025Q1: 107,116 shares; 2025Q2: 97,522 shares; 2025Q3: 46,785 shares; 2025Q4: 42,162 shares 42,162 $13.2M 0.39% -4,623 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: 103,770 shares; 2024Q3: 98,386 shares; 2024Q4: 96,553 shares; 2025Q1: 68,917 shares; 2025Q2: 67,879 shares; 2025Q3: 68,090 shares; 2025Q4: 65,318 shares 65,318 $13M 0.38% -2,772 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: 103,427 shares; 2024Q3: 103,427 shares; 2024Q4: 96,187 shares; 2025Q1: 91,508 shares; 2025Q2: 82,624 shares; 2025Q3: 40,289 shares; 2025Q4: 36,405 shares 36,405 $11.4M 0.34% -3,884 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: 9,272 shares; 2024Q3: 90,674 shares; 2024Q4: 86,712 shares; 2025Q1: 82,955 shares; 2025Q2: 75,497 shares; 2025Q3: 35,578 shares; 2025Q4: 32,264 shares 32,264 $11.2M 0.33% -3,314 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: 45,924 shares; 2024Q3: 44,736 shares; 2024Q4: 42,662 shares; 2025Q1: 40,713 shares; 2025Q2: 36,968 shares; 2025Q3: 17,327 shares; 2025Q4: 15,681 shares 15,681 $10.4M 0.3% -1,646 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: 56,472 shares; 2024Q3: 59,839 shares; 2024Q4: 54,533 shares; 2025Q1: 51,516 shares; 2025Q2: 48,193 shares; 2025Q3: 22,129 shares; 2025Q4: 19,963 shares 19,963 $8.98M 0.26% -2,166 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: 28,804 shares; 2024Q3: 26,995 shares; 2024Q4: 26,995 shares; 2025Q1: 56,524 shares; 2025Q2: 47,101 shares; 2025Q3: 22,432 shares; 2025Q4: 20,206 shares 20,206 $6.51M 0.19% -2,226 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,450 shares; 2024Q3: 16,450 shares; 2024Q4: 16,450 shares; 2025Q1: 15,751 shares; 2025Q2: 15,045 shares; 2025Q3: 6,648 shares; 2025Q4: 5,978 shares 5,978 $6.42M 0.19% -670 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: 90,213 shares; 2024Q3: 36,716 shares; 2024Q4: 119,281 shares; 2025Q1: 114,958 shares; 2025Q2: 114,880 shares; 2025Q3: 50,903 shares; 2025Q4: 45,021 shares 45,021 $5.02M 0.15% -5,882 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: 29,686 shares; 2024Q3: 29,686 shares; 2024Q4: 29,686 shares; 2025Q1: 28,080 shares; 2025Q2: 50,045 shares; 2025Q3: 23,291 shares; 2025Q4: 20,982 shares 20,982 $4.34M 0.13% -2,309 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: 29,983 shares; 2024Q3: 28,258 shares; 2024Q4: 28,258 shares; 2025Q1: 26,790 shares; 2025Q2: 23,630 shares; 2025Q3: 11,514 shares; 2025Q4: 8,256 shares 8,256 $4.15M 0.12% -3,258 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: 63,629 shares; 2024Q3: 102,732 shares; 2024Q4: 102,732 shares; 2025Q1: 98,079 shares; 2025Q2: 93,890 shares; 2025Q3: 42,704 shares; 2025Q4: 38,555 shares 38,555 $3.68M 0.11% -4,149 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: 124,956 shares; 2024Q3: 124,956 shares; 2024Q4: 124,956 shares; 2025Q1: 118,575 shares; 2025Q2: 108,634 shares; 2025Q3: 54,528 shares; 2025Q4: 49,499 shares 49,499 $3.46M 0.1% -5,029 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,749 shares; 2025Q2: 15,885 shares; 2025Q3: 7,298 shares; 2025Q4: 6,582 shares 6,582 $3.44M 0.1% -716 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: 169,379 shares; 2024Q3: 169,379 shares; 2024Q4: 139,261 shares; 2025Q1: 132,281 shares; 2025Q2: 119,557 shares; 2025Q3: 62,873 shares; 2025Q4: 56,372 shares 56,372 $3.1M 0.09% -6,501 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: 37,243 shares; 2024Q3: 37,243 shares; 2024Q4: 27,909 shares; 2025Q1: 26,495 shares; 2025Q2: 46,320 shares; 2025Q3: 21,394 shares; 2025Q4: 19,274 shares 19,274 $3.09M 0.09% -2,120 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: 12,537 shares; 2024Q3: 11,370 shares; 2024Q4: 8,268 shares; 2025Q1: 7,786 shares; 2025Q2: 7,786 shares; 2025Q3: 3,930 shares; 2025Q4: 3,586 shares 3,586 $2.94M 0.09% -344 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: 25,599 shares; 2024Q3: 22,794 shares; 2024Q4: 22,794 shares; 2025Q1: 21,654 shares; 2025Q2: 21,646 shares; 2025Q3: 9,338 shares; 2025Q4: 8,519 shares 8,519 $2.88M 0.08% -819 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: 33,729 shares; 2024Q3: 33,729 shares; 2024Q4: 59,316 shares; 2025Q1: 56,554 shares; 2025Q2: 56,554 shares; 2025Q3: 24,998 shares; 2025Q4: 22,600 shares 22,600 $2.83M 0.08% -2,398 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: 36,603 shares; 2024Q3: 34,226 shares; 2024Q4: 34,226 shares; 2025Q1: 32,707 shares; 2025Q2: 32,672 shares; 2025Q3: 13,362 shares; 2025Q4: 12,125 shares 12,125 $2.77M 0.08% -1,237 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: not reported; 2024Q3: 24,908 shares; 2024Q4: 24,908 shares; 2025Q1: 23,727 shares; 2025Q2: 23,727 shares; 2025Q3: 10,635 shares; 2025Q4: 9,606 shares 9,606 $2.74M 0.08% -1,029 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: not reported; 2024Q3: 33,479 shares; 2024Q4: 33,479 shares; 2025Q1: 31,950 shares; 2025Q2: 25,198 shares; 2025Q3: 14,048 shares; 2025Q4: 12,662 shares 12,662 $2.71M 0.08% -1,386 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: 22,975 shares; 2024Q3: 22,975 shares; 2024Q4: 22,975 shares; 2025Q1: 22,354 shares; 2025Q2: 22,354 shares; 2025Q3: 8,761 shares; 2025Q4: 7,635 shares 7,635 $2.7M 0.08% -1,126 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 40,229 shares; 2024Q4: 40,229 shares; 2025Q1: 39,291 shares; 2025Q2: 39,291 shares; 2025Q3: 18,160 shares; 2025Q4: 15,532 shares 15,532 $2.68M 0.08% -2,628 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: 16,920 shares; 2024Q3: not reported; 2024Q4: 20,490 shares; 2025Q1: 19,429 shares; 2025Q2: 42,615 shares; 2025Q3: 20,282 shares; 2025Q4: 18,272 shares 18,272 $2.62M 0.08% -2,010 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: 34,378 shares; 2024Q3: 34,378 shares; 2024Q4: 28,725 shares; 2025Q1: 27,585 shares; 2025Q2: 50,390 shares; 2025Q3: 23,448 shares; 2025Q4: 21,121 shares 21,121 $2.59M 0.08% -2,327 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: 94,130 shares; 2024Q3: 133,261 shares; 2024Q4: 100,957 shares; 2025Q1: 32,874 shares; 2025Q2: 32,818 shares; 2025Q3: 23,807 shares; 2025Q4: 21,440 shares 21,440 $2.58M 0.08% -2,367 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,799 shares; 2025Q3: 49,604 shares; 2025Q4: 44,230 shares 44,230 $2.55M 0.07% -5,374 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: 25,953 shares; 2024Q3: 25,953 shares; 2024Q4: 25,953 shares; 2025Q1: 24,406 shares; 2025Q2: 24,406 shares; 2025Q3: 13,422 shares; 2025Q4: 12,186 shares 12,186 $2.5M 0.07% -1,236 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: 53,216 shares; 2024Q3: 53,216 shares; 2024Q4: 28,504 shares; 2025Q1: 26,972 shares; 2025Q2: 26,972 shares; 2025Q3: 18,023 shares; 2025Q4: 16,231 shares 16,231 $2.47M 0.07% -1,792 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: 22,494 shares; 2024Q3: 21,062 shares; 2024Q4: 21,062 shares; 2025Q1: 20,174 shares; 2025Q2: 20,160 shares; 2025Q3: 8,060 shares; 2025Q4: 7,289 shares 7,289 $2.41M 0.07% -771 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: 9,537 shares; 2024Q3: 9,537 shares; 2024Q4: 9,537 shares; 2025Q1: 9,161 shares; 2025Q2: 8,288 shares; 2025Q3: 4,065 shares; 2025Q4: 3,616 shares 3,616 $2.36M 0.07% -449 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: not reported; 2024Q3: 20,409 shares; 2024Q4: 20,409 shares; 2025Q1: 19,467 shares; 2025Q2: 17,578 shares; 2025Q3: 8,830 shares; 2025Q4: 7,962 shares 7,962 $2.36M 0.07% -868 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: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 10,040 shares; 2025Q1: 9,582 shares; 2025Q2: 8,516 shares; 2025Q3: 4,531 shares; 2025Q4: 4,053 shares 4,053 $2.3M 0.07% -478 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,845 shares; 2025Q3: 27,670 shares; 2025Q4: 24,931 shares 24,931 $2.26M 0.07% -2,739 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: 70,918 shares; 2024Q3: 70,918 shares; 2024Q4: 128,029 shares; 2025Q1: 121,672 shares; 2025Q2: 121,672 shares; 2025Q3: 56,386 shares; 2025Q4: 51,075 shares 51,075 $2.23M 0.07% -5,311 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 124,635 shares; 2025Q1: 118,823 shares; 2025Q2: 118,823 shares; 2025Q3: 55,002 shares; 2025Q4: 49,513 shares 49,513 $2.22M 0.07% -5,489 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 83,823 shares; 2024Q3: 205,960 shares; 2024Q4: 205,960 shares; 2025Q1: 195,903 shares; 2025Q2: 195,903 shares; 2025Q3: 86,681 shares; 2025Q4: 78,798 shares 78,798 $2.22M 0.07% -7,883 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 38,675 shares; 2024Q3: 38,675 shares; 2024Q4: 16,377 shares; 2025Q1: 15,509 shares; 2025Q2: 15,509 shares; 2025Q3: 13,216 shares; 2025Q4: 11,905 shares 11,905 $2.2M 0.06% -1,311 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,811 shares; 2025Q3: 30,968 shares; 2025Q4: 27,594 shares 27,594 $2.18M 0.06% -3,374 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,089 shares; 2025Q3: 67,645 shares; 2025Q4: 60,958 shares 60,958 $2.13M 0.06% -6,687 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: not reported; 2024Q3: not reported; 2024Q4: 66,062 shares; 2025Q1: 63,098 shares; 2025Q2: 63,098 shares; 2025Q3: 28,831 shares; 2025Q4: 25,884 shares 25,884 $2.12M 0.06% -2,947 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: 1,064 shares; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 958 shares; 2025Q2: 878 shares; 2025Q3: 439 shares; 2025Q4: 395 shares 395 $2.12M 0.06% -44 Timeline FOX 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: 89,459 shares; 2024Q3: 89,459 shares; 2024Q4: 89,459 shares; 2025Q1: 85,529 shares; 2025Q2: 75,877 shares; 2025Q3: 35,876 shares; 2025Q4: 32,390 shares 32,390 $2.1M 0.06% -3,486 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: not reported; 2024Q3: not reported; 2024Q4: 57,567 shares; 2025Q1: 54,938 shares; 2025Q2: 54,938 shares; 2025Q3: 26,723 shares; 2025Q4: 23,903 shares 23,903 $2.09M 0.06% -2,820 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 179,060 shares; 2024Q3: not reported; 2024Q4: 329,710 shares; 2025Q1: 313,242 shares; 2025Q2: 313,242 shares; 2025Q3: 140,681 shares; 2025Q4: 127,945 shares 127,945 $2.06M 0.06% -12,736 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: 5,096 shares; 2024Q3: 9,870 shares; 2024Q4: 9,870 shares; 2025Q1: 9,447 shares; 2025Q2: 9,447 shares; 2025Q3: 3,958 shares; 2025Q4: 3,565 shares 3,565 $2.04M 0.06% -393 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; 2024Q1: restricted; 2024Q2: 237,398 shares; 2024Q3: 237,398 shares; 2024Q4: 237,398 shares; 2025Q1: 227,064 shares; 2025Q2: 227,064 shares; 2025Q3: 126,248 shares; 2025Q4: 113,696 shares 113,696 $2.02M 0.06% -12,552 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: 15,235 shares; 2024Q3: 15,235 shares; 2024Q4: 15,235 shares; 2025Q1: 14,497 shares; 2025Q2: 33,779 shares; 2025Q3: 15,633 shares; 2025Q4: 14,083 shares 14,083 $2.02M 0.06% -1,550 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; 2024Q1: restricted; 2024Q2: 108,410 shares; 2024Q3: 108,410 shares; 2024Q4: 108,410 shares; 2025Q1: 104,257 shares; 2025Q2: 66,331 shares; 2025Q3: 58,204 shares; 2025Q4: 52,461 shares 52,461 $2.01M 0.06% -5,743 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: 44,045 shares; 2024Q3: 39,829 shares; 2024Q4: 39,829 shares; 2025Q1: 39,005 shares; 2025Q2: 39,005 shares; 2025Q3: 20,760 shares; 2025Q4: 18,815 shares 18,815 $1.98M 0.06% -1,945 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: not reported; 2024Q3: not reported; 2024Q4: 51,892 shares; 2025Q1: 49,260 shares; 2025Q2: 49,260 shares; 2025Q3: 23,586 shares; 2025Q4: 21,340 shares 21,340 $1.97M 0.06% -2,246 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: not reported; 2024Q3: not reported; 2024Q4: 58,830 shares; 2025Q1: 55,894 shares; 2025Q2: 55,894 shares; 2025Q3: 27,188 shares; 2025Q4: 24,527 shares 24,527 $1.89M 0.06% -2,661 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: 13,654 shares; 2024Q3: 13,654 shares; 2024Q4: 10,412 shares; 2025Q1: 9,914 shares; 2025Q2: 8,867 shares; 2025Q3: 5,777 shares; 2025Q4: 5,323 shares 5,323 $1.87M 0.05% -454 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: 11,849 shares; 2024Q3: 11,849 shares; 2024Q4: 11,849 shares; 2025Q1: 11,339 shares; 2025Q2: 11,339 shares; 2025Q3: 4,291 shares; 2025Q4: 3,904 shares 3,904 $1.82M 0.05% -387 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: 50,156 shares; 2024Q3: 50,156 shares; 2024Q4: 50,156 shares; 2025Q1: 48,378 shares; 2025Q2: 44,744 shares; 2025Q3: 17,344 shares; 2025Q4: 15,505 shares 15,505 $1.81M 0.05% -1,839 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; 2024Q1: restricted; 2024Q2: 28,685 shares; 2024Q3: 27,751 shares; 2024Q4: 27,621 shares; 2025Q1: 22,763 shares; 2025Q2: 21,152 shares; 2025Q3: 20,288 shares; 2025Q4: 20,984 shares 20,984 $1.79M 0.05% +696 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: 65,915 shares; 2024Q3: 65,915 shares; 2024Q4: 65,915 shares; 2025Q1: 63,448 shares; 2025Q2: 57,962 shares; 2025Q3: 24,338 shares; 2025Q4: 21,828 shares 21,828 $1.78M 0.05% -2,510 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: 54,903 shares; 2024Q3: 54,903 shares; 2024Q4: 54,903 shares; 2025Q1: 52,743 shares; 2025Q2: 52,743 shares; 2025Q3: 20,209 shares; 2025Q4: 18,197 shares 18,197 $1.75M 0.05% -2,012 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,467 shares; 2025Q3: 19,430 shares; 2025Q4: 17,296 shares 17,296 $1.74M 0.05% -2,134 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: not reported; 2024Q3: not reported; 2024Q4: 34,228 shares; 2025Q1: 33,116 shares; 2025Q2: 33,116 shares; 2025Q3: 15,108 shares; 2025Q4: 13,196 shares 13,196 $1.73M 0.05% -1,912 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243,471 shares; 2025Q3: 109,369 shares; 2025Q4: 97,339 shares 97,339 $1.68M 0.05% -12,030 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,888 shares; 2025Q2: 4,593 shares; 2025Q3: 2,086 shares; 2025Q4: 1,869 shares 1,869 $1.64M 0.05% -217 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,751 shares; 2024Q3: 9,751 shares; 2024Q4: 9,751 shares; 2025Q1: 9,291 shares; 2025Q2: 9,280 shares; 2025Q3: 4,261 shares; 2025Q4: 3,852 shares 3,852 $1.64M 0.05% -409 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,932 shares; 2025Q3: 33,331 shares; 2025Q4: 30,030 shares 30,030 $1.62M 0.05% -3,301 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; 2024Q1: restricted; 2024Q2: 100,744 shares; 2024Q3: 100,744 shares; 2024Q4: 100,744 shares; 2025Q1: 177,052 shares; 2025Q2: 89,920 shares; 2025Q3: 47,758 shares; 2025Q4: 40,671 shares 40,671 $1.61M 0.05% -7,087 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,455 shares; 2025Q2: 61,455 shares; 2025Q3: 27,276 shares; 2025Q4: 24,411 shares 24,411 $1.56M 0.05% -2,865 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45,815 shares; 2024Q3: 45,815 shares; 2024Q4: 45,815 shares; 2025Q1: 44,295 shares; 2025Q2: 44,295 shares; 2025Q3: 17,139 shares; 2025Q4: 15,178 shares 15,178 $1.55M 0.05% -1,961 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; 2024Q1: restricted; 2024Q2: 99,859 shares; 2024Q3: 99,859 shares; 2024Q4: 99,859 shares; 2025Q1: 95,894 shares; 2025Q2: 87,335 shares; 2025Q3: 35,576 shares; 2025Q4: 32,152 shares 32,152 $1.53M 0.05% -3,424 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: 9,050 shares; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 8,606 shares; 2025Q2: 7,751 shares; 2025Q3: 3,692 shares; 2025Q4: 3,367 shares 3,367 $1.53M 0.04% -325 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: 15,072 shares; 2024Q3: 15,072 shares; 2024Q4: 15,072 shares; 2025Q1: 14,484 shares; 2025Q2: 13,368 shares; 2025Q3: 5,483 shares; 2025Q4: 2,643 shares 2,643 $1.51M 0.04% -2,840 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,342 shares; 2025Q3: 12,264 shares; 2025Q4: 10,904 shares 10,904 $1.5M 0.04% -1,360 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: 160,902 shares; 2024Q3: 160,902 shares; 2024Q4: 160,902 shares; 2025Q1: 153,097 shares; 2025Q2: 140,968 shares; 2025Q3: 65,440 shares; 2025Q4: 59,599 shares 59,599 $1.48M 0.04% -5,841 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; 2024Q1: restricted; 2024Q2: 26,368 shares; 2024Q3: 26,368 shares; 2024Q4: 26,368 shares; 2025Q1: 25,393 shares; 2025Q2: 23,295 shares; 2025Q3: 9,459 shares; 2025Q4: 8,492 shares 8,492 $1.48M 0.04% -967 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: 43,628 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,921 shares; 2025Q3: 18,757 shares; 2025Q4: 16,902 shares 16,902 $1.47M 0.04% -1,855 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 60,470 shares; 2024Q3: 60,470 shares; 2024Q4: 60,470 shares; 2025Q1: 57,382 shares; 2025Q2: 57,382 shares; 2025Q3: 29,738 shares; 2025Q4: 26,692 shares 26,692 $1.47M 0.04% -3,046 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: 26,049 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,398 shares; 2025Q3: 13,858 shares; 2025Q4: 12,486 shares 12,486 $1.46M 0.04% -1,372 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: 66,032 shares; 2024Q3: 66,032 shares; 2024Q4: 66,032 shares; 2025Q1: 62,416 shares; 2025Q2: 62,416 shares; 2025Q3: 30,260 shares; 2025Q4: 27,469 shares 27,469 $1.45M 0.04% -2,791 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: not reported; 2024Q3: 13,758 shares; 2024Q4: 13,758 shares; 2025Q1: 13,202 shares; 2025Q2: 13,202 shares; 2025Q3: 6,045 shares; 2025Q4: 5,377 shares 5,377 $1.42M 0.04% -668 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: 13,716 shares; 2024Q3: 13,716 shares; 2024Q4: 12,570 shares; 2025Q1: 11,313 shares; 2025Q2: 9,684 shares; 2025Q3: 4,625 shares; 2025Q4: 4,129 shares 4,129 $1.42M 0.04% -496 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: 13,864 shares; 2024Q3: 13,864 shares; 2024Q4: 13,864 shares; 2025Q1: 13,329 shares; 2025Q2: 13,329 shares; 2025Q3: 4,674 shares; 2025Q4: 4,238 shares 4,238 $1.39M 0.04% -436 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,344 shares; 2025Q1: 19,630 shares; 2025Q2: 19,630 shares; 2025Q3: 9,823 shares; 2025Q4: 8,585 shares 8,585 $1.39M 0.04% -1,238 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: 53,011 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,641 shares; 2025Q3: 26,086 shares; 2025Q4: 23,506 shares 23,506 $1.38M 0.04% -2,580 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; 2024Q1: restricted; 2024Q2: 140,440 shares; 2024Q3: 140,440 shares; 2024Q4: 140,440 shares; 2025Q1: 134,914 shares; 2025Q2: 124,571 shares; 2025Q3: 50,147 shares; 2025Q4: 45,295 shares 45,295 $1.37M 0.04% -4,852 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 56,453 shares; 2025Q1: 53,493 shares; 2025Q2: 53,493 shares; 2025Q3: 24,899 shares; 2025Q4: 22,680 shares 22,680 $1.36M 0.04% -2,219 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,838 shares 10,838 $1.35M 0.04% 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,037 shares; 2025Q3: 6,509 shares; 2025Q4: 5,862 shares 5,862 $1.33M 0.04% -647 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; 2024Q1: restricted; 2024Q2: 30,695 shares; 2024Q3: 30,695 shares; 2024Q4: 30,695 shares; 2025Q1: 29,496 shares; 2025Q2: 27,237 shares; 2025Q3: 10,960 shares; 2025Q4: 9,900 shares 9,900 $1.33M 0.04% -1,060 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: 18,786 shares; 2024Q3: 18,786 shares; 2024Q4: 18,786 shares; 2025Q1: 18,039 shares; 2025Q2: 16,451 shares; 2025Q3: 6,685 shares; 2025Q4: 6,043 shares 6,043 $1.33M 0.04% -642 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: 21,414 shares; 2024Q3: 19,940 shares; 2024Q4: 19,940 shares; 2025Q1: 18,934 shares; 2025Q2: 18,934 shares; 2025Q3: 8,518 shares; 2025Q4: 3,943 shares 3,943 $1.33M 0.04% -4,575 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,935 shares; 2025Q3: 18,562 shares; 2025Q4: 16,718 shares 16,718 $1.33M 0.04% -1,844 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,527 shares; 2025Q3: 18,311 shares; 2025Q4: 16,501 shares 16,501 $1.32M 0.04% -1,810 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,481 shares; 2025Q3: 16,319 shares; 2025Q4: 14,705 shares 14,705 $1.3M 0.04% -1,614 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: 11,161 shares; 2024Q3: 11,161 shares; 2024Q4: 11,161 shares; 2025Q1: 10,728 shares; 2025Q2: 10,728 shares; 2025Q3: 4,090 shares; 2025Q4: 3,678 shares 3,678 $1.29M 0.04% -412 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: 78,580 shares; 2024Q3: 78,580 shares; 2024Q4: 78,580 shares; 2025Q1: 75,530 shares; 2025Q2: 66,813 shares; 2025Q3: 26,104 shares; 2025Q4: 23,697 shares 23,697 $1.28M 0.04% -2,407 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 43,955 shares; 2024Q3: 43,955 shares; 2024Q4: 35,145 shares; 2025Q1: 34,292 shares; 2025Q2: 31,046 shares; 2025Q3: 17,289 shares; 2025Q4: 14,774 shares 14,774 $1.26M 0.04% -2,515 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: not reported; 2024Q3: 35,535 shares; 2024Q4: 35,535 shares; 2025Q1: 33,710 shares; 2025Q2: 33,710 shares; 2025Q3: 15,184 shares; 2025Q4: 13,855 shares 13,855 $1.25M 0.04% -1,329 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,573 shares 6,573 $1.22M 0.04% 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; 2024Q1: restricted; 2024Q2: 34,626 shares; 2024Q3: 34,626 shares; 2024Q4: 26,995 shares; 2025Q1: 25,493 shares; 2025Q2: 22,827 shares; 2025Q3: 12,588 shares; 2025Q4: 11,169 shares 11,169 $1.2M 0.04% -1,419 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,727 shares; 2025Q3: 4,267 shares; 2025Q4: 3,844 shares 3,844 $1.2M 0.04% -423 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; 2024Q1: restricted; 2024Q2: 114,268 shares; 2024Q3: 114,268 shares; 2024Q4: 114,268 shares; 2025Q1: 109,813 shares; 2025Q2: 98,001 shares; 2025Q3: 44,843 shares; 2025Q4: 40,113 shares 40,113 $1.19M 0.03% -4,730 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,603 shares; 2025Q3: 22,351 shares; 2025Q4: 20,134 shares 20,134 $1.18M 0.03% -2,217 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: 54,444 shares; 2024Q3: 54,444 shares; 2024Q4: 54,444 shares; 2025Q1: 52,280 shares; 2025Q2: 52,280 shares; 2025Q3: 19,413 shares; 2025Q4: 17,551 shares 17,551 $1.18M 0.03% -1,862 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: 123,445 shares; 2024Q3: 123,445 shares; 2024Q4: 123,445 shares; 2025Q1: 117,805 shares; 2025Q2: 117,805 shares; 2025Q3: 52,169 shares; 2025Q4: 47,088 shares 47,088 $1.17M 0.03% -5,081 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,056 shares; 2025Q3: 17,610 shares; 2025Q4: 15,864 shares 15,864 $1.17M 0.03% -1,746 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: 243,439 shares; 2024Q3: 243,439 shares; 2024Q4: 243,439 shares; 2025Q1: 232,325 shares; 2025Q2: 232,325 shares; 2025Q3: 97,517 shares; 2025Q4: 88,391 shares 88,391 $1.16M 0.03% -9,126 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,660 shares; 2025Q3: 15,478 shares; 2025Q4: 13,950 shares 13,950 $1.12M 0.03% -1,528 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: 14,481 shares; 2024Q3: 14,481 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 4,825 shares; 2025Q4: 4,306 shares 4,306 $1.11M 0.03% -519 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; 2024Q1: restricted; 2024Q2: 89,257 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,692 shares; 2025Q3: 31,596 shares; 2025Q4: 28,472 shares 28,472 $1.09M 0.03% -3,124 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: 36,961 shares; 2024Q3: 36,961 shares; 2024Q4: 36,961 shares; 2025Q1: 35,355 shares; 2025Q2: 35,355 shares; 2025Q3: 13,699 shares; 2025Q4: 12,442 shares 12,442 $1.09M 0.03% -1,257 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: 12,188 shares; 2024Q3: 12,188 shares; 2024Q4: 12,188 shares; 2025Q1: 11,635 shares; 2025Q2: 11,635 shares; 2025Q3: 5,201 shares; 2025Q4: 4,679 shares 4,679 $1.08M 0.03% -522 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: 13,517 shares; 2024Q3: 13,517 shares; 2024Q4: 13,517 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 4,836 shares; 2025Q4: 4,369 shares 4,369 $1.08M 0.03% -467 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: 14,755 shares; 2024Q3: 14,755 shares; 2024Q4: 14,755 shares; 2025Q1: 14,117 shares; 2025Q2: 12,681 shares; 2025Q3: 5,802 shares; 2025Q4: 5,237 shares 5,237 $1.02M 0.03% -565 Timeline AOR 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: 57,791 shares; 2024Q3: 97,189 shares; 2024Q4: 654,691 shares; 2025Q1: 108,439 shares; 2025Q2: 9,911 shares; 2025Q3: 3,310 shares; 2025Q4: 15,402 shares 15,402 $1M 0.03% +12,092 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,902 shares; 2024Q3: 19,902 shares; 2024Q4: 19,902 shares; 2025Q1: 19,097 shares; 2025Q2: 19,097 shares; 2025Q3: 8,039 shares; 2025Q4: 7,197 shares 7,197 $977K 0.03% -842 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,610 shares; 2025Q3: 16,954 shares; 2025Q4: 15,273 shares 15,273 $954K 0.03% -1,681 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,387 shares; 2024Q3: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 1,368 shares; 2025Q4: 1,221 shares 1,221 $935K 0.03% -147 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,571 shares; 2025Q3: 3,742 shares; 2025Q4: 3,371 shares 3,371 $928K 0.03% -371 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: 3,901 shares; 2024Q3: 3,901 shares; 2024Q4: 3,901 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 1,321 shares; 2025Q4: 1,181 shares 1,181 $912K 0.03% -140 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: 24,997 shares; 2024Q3: 20,917 shares; 2024Q4: 20,917 shares; 2025Q1: 20,142 shares; 2025Q2: 20,120 shares; 2025Q3: 7,757 shares; 2025Q4: 6,956 shares 6,956 $888K 0.03% -801 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,609 shares; 2024Q3: 12,609 shares; 2024Q4: 12,609 shares; 2025Q1: 12,246 shares; 2025Q2: 12,246 shares; 2025Q3: 4,381 shares; 2025Q4: 3,860 shares 3,860 $870K 0.03% -521 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; 2024Q1: restricted; 2024Q2: 100,114 shares; 2024Q3: 100,114 shares; 2024Q4: 100,114 shares; 2025Q1: 96,811 shares; 2025Q2: 96,811 shares; 2025Q3: 36,335 shares; 2025Q4: 32,240 shares 32,240 $855K 0.03% -4,095 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: 13,717 shares; 2024Q3: 13,717 shares; 2024Q4: 13,717 shares; 2025Q1: 13,165 shares; 2025Q2: 13,165 shares; 2025Q3: 4,760 shares; 2025Q4: 4,303 shares 4,303 $835K 0.02% -457 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: 1,344,245 shares; 2024Q3: 1,305,154 shares; 2024Q4: 1,279,410 shares; 2025Q1: 3,125,404 shares; 2025Q2: 2,092,158 shares; 2025Q3: 1,226,089 shares; 2025Q4: 14,733 shares 14,733 $807K 0.02% -1,211,356 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,671 shares; 2024Q3: 14,671 shares; 2024Q4: 14,671 shares; 2025Q1: 14,284 shares; 2025Q2: 13,355 shares; 2025Q3: 5,584 shares; 2025Q4: 4,861 shares 4,861 $788K 0.02% -723 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; 2024Q1: restricted; 2024Q2: 51,821 shares; 2024Q3: 51,821 shares; 2024Q4: 51,821 shares; 2025Q1: 49,926 shares; 2025Q2: 49,926 shares; 2025Q3: 18,619 shares; 2025Q4: 16,688 shares 16,688 $780K 0.02% -1,931 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,766 shares; 2025Q2: 135,766 shares; 2025Q3: 57,815 shares; 2025Q4: 51,966 shares 51,966 $776K 0.02% -5,849 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39,973 shares; 2024Q3: 33,703 shares; 2024Q4: 33,703 shares; 2025Q1: 32,408 shares; 2025Q2: 32,408 shares; 2025Q3: 14,364 shares; 2025Q4: 12,736 shares 12,736 $718K 0.02% -1,628 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: not reported; 2024Q3: 5,144 shares; 2024Q4: 5,144 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 2,229 shares; 2025Q4: 1,983 shares 1,983 $694K 0.02% -246 Timeline EXI 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: 206,253 shares; 2024Q3: 660,177 shares; 2024Q4: 649,102 shares; 2025Q1: 623,365 shares; 2025Q2: 439,899 shares; 2025Q3: 240,338 shares; 2025Q4: 3,940 shares 3,940 $691K 0.02% -236,398 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 74,112 shares; 2025Q1: 70,895 shares; 2025Q2: 70,895 shares; 2025Q3: 34,557 shares; 2025Q4: 30,758 shares 30,758 $685K 0.02% -3,799 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50,161 shares; 2024Q3: 50,161 shares; 2024Q4: 50,161 shares; 2025Q1: 48,286 shares; 2025Q2: 40,555 shares; 2025Q3: 21,232 shares; 2025Q4: 18,806 shares 18,806 $657K 0.02% -2,426 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,970 shares; 2024Q3: 4,822 shares; 2024Q4: 124,387 shares; 2025Q1: 25,428 shares; 2025Q2: 4,534 shares; 2025Q3: 4,084 shares; 2025Q4: 4,417 shares 4,417 $623K 0.02% +333 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; 2024Q1: restricted; 2024Q2: 5,192,610 shares; 2024Q3: 23,622 shares; 2024Q4: 23,251 shares; 2025Q1: 18,206 shares; 2025Q2: 11,008 shares; 2025Q3: 10,890 shares; 2025Q4: 10,890 shares 10,890 $496K 0.01% 0 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: not reported; 2024Q3: 7,974 shares; 2024Q4: 276,323 shares; 2025Q1: 4,876 shares; 2025Q2: 9,353 shares; 2025Q3: not reported; 2025Q4: 2,861 shares 2,861 $286K 0.01% new 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: 3,381,113 shares; 2024Q3: 3,279,047 shares; 2024Q4: 3,206,284 shares; 2025Q1: 1,688,216 shares; 2025Q2: 7,168 shares; 2025Q3: 5,481 shares; 2025Q4: 4,611 shares 4,611 $216K 0.01% -870 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: 1,005,078 shares; 2024Q3: 4,218 shares; 2024Q4: 4,151 shares; 2025Q1: 3,226 shares; 2025Q2: 2,317 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares 2,237 $187K 0.01% 0 Timeline EAOR 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: 2,063 shares; 2024Q3: 2,060 shares; 2024Q4: 20,149 shares; 2025Q1: 2,017 shares; 2025Q2: 4,535 shares; 2025Q3: 4,223 shares; 2025Q4: 4,206 shares 4,206 $149K <0.01% -17 Timeline ITA 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: 506,369 shares; 2024Q3: 55,781 shares; 2024Q4: 52,111 shares; 2025Q1: 47,180 shares; 2025Q2: 26,186 shares; 2025Q3: 25,090 shares; 2025Q4: 648 shares 648 $139K <0.01% -24,442 Timeline EZU 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: 952,172 shares; 2024Q3: 1,680,712 shares; 2024Q4: 1,565,657 shares; 2025Q1: 6,464 shares; 2025Q2: 2,327 shares; 2025Q3: 1,847 shares; 2025Q4: 1,846 shares 1,846 $118K <0.01% -1 Timeline MCHI 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: 5,944,142 shares; 2024Q3: 7,301 shares; 2024Q4: 7,279 shares; 2025Q1: 4,291 shares; 2025Q2: 1,155 shares; 2025Q3: 1,156 shares; 2025Q4: 1,155 shares 1,155 $69.4K <0.01% -1 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; 2024Q1: restricted; 2024Q2: 555,867 shares; 2024Q3: 1,078,959 shares; 2024Q4: 1,059,168 shares; 2025Q1: 1,658 shares; 2025Q2: 622 shares; 2025Q3: 618 shares; 2025Q4: 618 shares 618 $57.5K <0.01% 0 Timeline KXI 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: 834,772 shares; 2024Q3: 4,547 shares; 2024Q4: 4,499 shares; 2025Q1: 2,030 shares; 2025Q2: 804 shares; 2025Q3: 732 shares; 2025Q4: 732 shares 732 $47.3K <0.01% 0 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; 2024Q1: restricted; 2024Q2: 761,516 shares; 2024Q3: 2,550 shares; 2024Q4: 2,535 shares; 2025Q1: 1,682 shares; 2025Q2: 826 shares; 2025Q3: 800 shares; 2025Q4: 799 shares 799 $45.6K <0.01% -1 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: 27 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 441 shares; 2025Q2: 668 shares; 2025Q3: 244 shares; 2025Q4: 243 shares 243 $34.5K <0.01% -1 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: 170 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 141 shares; 2025Q2: 81 shares; 2025Q3: 70 shares; 2025Q4: 140 shares 140 $20.2K <0.01% +70 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; 2024Q1: restricted; 2024Q2: 1,310,573 shares; 2024Q3: 4,535 shares; 2024Q4: 3,774 shares; 2025Q1: 478 shares; 2025Q2: 293 shares; 2025Q3: 256 shares; 2025Q4: 255 shares 255 $16.9K <0.01% -1 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,479 shares; 2024Q3: 5,812 shares; 2024Q4: 5,812 shares; 2025Q1: 3,473 shares; 2025Q2: 289 shares; 2025Q3: 279 shares; 2025Q4: 279 shares 279 $14.1K <0.01% 0 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: 664,998 shares; 2024Q3: 607,217 shares; 2024Q4: 577,360 shares; 2025Q1: 1,960 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 207 shares 207 $9.27K <0.01% +103 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 299 shares; 2025Q4: 294 shares 294 $5.65K <0.01% -5 Timeline AOM 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: not reported; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 4 shares; 2025Q2: 57 shares; 2025Q3: 53 shares; 2025Q4: 52 shares 52 $2.48K <0.01% -1 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: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 11 shares; 2025Q4: 10 shares 10 $1.03K <0.01% -1 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; 2024Q1: restricted; 2024Q2: 176,863 shares; 2024Q3: 173,974 shares; 2024Q4: 188,153 shares; 2025Q1: 826 shares; 2025Q2: 15 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $388 <0.01% 0 Timeline IXG 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: 57,951 shares; 2024Q3: 55,178 shares; 2024Q4: 54,529 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $241 <0.01% 0 Timeline