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Strategic Investment Advisors / MI

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13F filer, CIK 1760540, FARMINGTON HILLS, MI

Strategic Investment Advisors / MI reported $1,028,634,294 across 238 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 50.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001760540-25-000001

Period
2025-06-30
Reported value
$1.03B
Holdings
238
Top 10 weight
50.31%
New
18
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SHYadded+455,930$37.7M
VOOadded+25,157$14.3M
MGKadded+14,875$5.46M
IEFAadded+58,686$4.91M
MGVadded+24,807$3.26M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TLTexited-202,899-$18.5M
EMBreduced-151,167-$14M
HYGexited-173,651-$13.7M
AMZNreduced-10,063-$2.2M
AAPLreduced-10,644-$2.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001760540-25-000001, largest first. % of portfolio is the value over $1,028,634,294, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,544 shares; 2024Q4: 149,007 shares; 2025Q1: 160,701 shares; 2025Q2: 185,858 shares 185,858$106M10.28%+25,157Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,199 shares; 2024Q4: 342,901 shares; 2025Q1: 310,865 shares; 2025Q2: 766,795 shares 766,795$63.5M6.17%+455,930Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,316 shares; 2024Q4: 136,645 shares; 2025Q1: 148,656 shares; 2025Q2: 163,531 shares 163,531$60M5.83%+14,875Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,298 shares; 2024Q4: 965,241 shares; 2025Q1: 1,036,332 shares; 2025Q2: 1,024,115 shares 1,024,115$58.4M5.68%-12,217Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,792 shares; 2024Q4: 136,849 shares; 2025Q1: 123,381 shares; 2025Q2: 124,270 shares 124,270$54.5M5.3%+889Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,350 shares; 2024Q4: 486,901 shares; 2025Q1: 523,682 shares; 2025Q2: 582,368 shares 582,368$48.7M4.73%+58,686Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,226 shares; 2024Q4: 244,328 shares; 2025Q1: 236,274 shares; 2025Q2: 237,143 shares 237,143$41.9M4.07%+869Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,492 shares; 2024Q4: 265,399 shares; 2025Q1: 289,227 shares; 2025Q2: 314,034 shares 314,034$41.3M4.01%+24,807Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,528 shares; 2024Q4: 306,030 shares; 2025Q1: 331,117 shares; 2025Q2: 373,063 shares 373,063$22.4M2.18%+41,946Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,620 shares; 2024Q4: 384,425 shares; 2025Q1: 429,011 shares; 2025Q2: 425,686 shares 425,686$21.1M2.05%-3,325Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,383 shares; 2024Q4: 230,284 shares; 2025Q1: 241,649 shares; 2025Q2: 218,867 shares 218,867$20.1M1.95%-22,782Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,855 shares; 2024Q4: 67,320 shares; 2025Q1: 68,558 shares; 2025Q2: 72,464 shares 72,464$17.2M1.67%+3,906Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,492 shares; 2024Q4: 35,221 shares; 2025Q1: 35,679 shares; 2025Q2: 33,814 shares 33,814$16.8M1.63%-1,865Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,518 shares; 2024Q4: 69,098 shares; 2025Q1: 75,652 shares; 2025Q2: 85,269 shares 85,269$16.7M1.62%+9,617Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,440 shares; 2024Q4: 89,108 shares; 2025Q1: 89,908 shares; 2025Q2: 79,264 shares 79,264$16.2M1.58%-10,644Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,603 shares; 2024Q4: 112,375 shares; 2025Q1: 108,694 shares; 2025Q2: 102,978 shares 102,978$16.2M1.58%-5,716Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,651 shares; 2024Q4: 64,130 shares; 2025Q1: 70,032 shares; 2025Q2: 82,331 shares 82,331$15.9M1.55%+12,299Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,550 shares; 2025Q1: 158,522 shares; 2025Q2: 141,268 shares 141,268$15.5M1.51%-17,254Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,179 shares; 2024Q4: 738,092 shares; 2025Q1: 780,916 shares; 2025Q2: 708,898 shares 708,898$14.8M1.44%-72,018Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,681 shares; 2024Q4: 42,618 shares; 2025Q1: 46,938 shares; 2025Q2: 51,291 shares 51,291$14.6M1.42%+4,353Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,222 shares; 2024Q4: 73,497 shares; 2025Q1: 80,703 shares; 2025Q2: 87,980 shares 87,980$14.5M1.41%+7,277Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,067 shares; 2024Q4: 136,067 shares; 2025Q1: 140,061 shares; 2025Q2: 128,619 shares 128,619$14.1M1.37%-11,442Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,655 shares; 2024Q4: 283,832 shares; 2025Q1: 295,761 shares; 2025Q2: 267,088 shares 267,088$14.1M1.37%-28,673Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,148 shares; 2024Q4: 385,425 shares; 2025Q1: 428,926 shares; 2025Q2: 479,632 shares 479,632$11M1.07%+50,706Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,985 shares; 2024Q4: 203,932 shares; 2025Q1: 202,911 shares; 2025Q2: 193,848 shares 193,848$9.59M0.93%-9,063Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,693 shares; 2024Q4: 177,547 shares; 2025Q1: 191,451 shares; 2025Q2: 206,865 shares 206,865$9.58M0.93%+15,414Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,616 shares; 2024Q4: 14,411 shares; 2025Q1: 13,699 shares; 2025Q2: 12,694 shares 12,694$9.34M0.91%-1,005Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,314 shares; 2024Q4: 31,808 shares; 2025Q1: 34,478 shares; 2025Q2: 37,660 shares 37,660$9.07M0.88%+3,182Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,010 shares; 2024Q4: 59,317 shares; 2025Q1: 55,735 shares; 2025Q2: 51,256 shares 51,256$9M0.88%-4,479Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,717 shares; 2024Q4: 46,973 shares; 2025Q1: 35,840 shares; 2025Q2: 32,225 shares 32,225$8.85M0.86%-3,615Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,349 shares; 2024Q4: 125,767 shares; 2025Q1: 140,077 shares; 2025Q2: 156,959 shares 156,959$8.07M0.78%+16,882Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,454 shares; 2024Q4: 21,003 shares; 2025Q1: 23,179 shares; 2025Q2: 27,432 shares 27,432$7.69M0.75%+4,253Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 21,396 shares; 2025Q1: 23,630 shares; 2025Q2: 26,115 shares 26,115$7.25M0.7%+2,485Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,990 shares; 2024Q4: 43,242 shares; 2025Q1: 42,462 shares; 2025Q2: 32,399 shares 32,399$7.07M0.69%-10,063Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,463 shares; 2024Q4: 22,879 shares; 2025Q1: 21,478 shares; 2025Q2: 20,354 shares 20,354$5.88M0.57%-1,124Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,227 shares; 2024Q4: 97,486 shares; 2025Q1: 105,281 shares; 2025Q2: 118,075 shares 118,075$5.46M0.53%+12,794Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,057 shares; 2025Q1: 189,525 shares; 2025Q2: 178,985 shares 178,985$5.16M0.5%-10,540Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 15,728 shares; 2025Q1: 15,254 shares; 2025Q2: 15,028 shares 15,028$5.1M0.5%-226Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,180 shares; 2024Q4: 46,078 shares; 2025Q1: 45,651 shares; 2025Q2: 44,928 shares 44,928$4.51M0.44%-723Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,466 shares; 2024Q4: 25,479 shares; 2025Q1: 27,581 shares; 2025Q2: 31,408 shares 31,408$4.23M0.41%+3,827Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,422 shares; 2024Q4: 55,563 shares; 2025Q1: 54,621 shares; 2025Q2: 52,225 shares 52,225$4.11M0.4%-2,396Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,115 shares; 2024Q4: 27,424 shares; 2025Q1: 26,868 shares; 2025Q2: 25,707 shares 25,707$4.09M0.4%-1,161Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,477 shares; 2025Q1: 46,178 shares; 2025Q2: 70,150 shares 70,150$3.92M0.38%+23,972Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,349 shares; 2024Q4: 21,510 shares; 2025Q1: 20,739 shares; 2025Q2: 18,379 shares 18,379$3.55M0.35%-2,360Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,663 shares; 2024Q4: 87,327 shares; 2025Q1: 92,916 shares; 2025Q2: 102,981 shares 102,981$3.46M0.34%+10,065Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,306 shares; 2024Q4: 56,290 shares; 2025Q1: 54,583 shares; 2025Q2: 56,190 shares 56,190$3.28M0.32%+1,607Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 15,817 shares; 2025Q1: 14,968 shares; 2025Q2: 14,978 shares 14,978$3.27M0.32%+10Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,511 shares; 2024Q4: 29,958 shares; 2025Q1: 53,627 shares; 2025Q2: 48,063 shares 48,063$3.2M0.31%-5,564Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,271 shares; 2024Q4: 74,030 shares; 2025Q1: 72,259 shares; 2025Q2: 70,549 shares 70,549$3.04M0.3%-1,710Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,990 shares; 2025Q1: 7,754 shares; 2025Q2: 8,155 shares 8,155$2.59M0.25%+401Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,983 shares; 2025Q1: 5,601 shares; 2025Q2: 8,749 shares 8,749$2.51M0.24%+3,148Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,110 shares; 2024Q4: 33,761 shares; 2025Q1: 33,712 shares; 2025Q2: 32,487 shares 32,487$2.39M0.23%-1,225Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,078 shares; 2025Q1: 2,929 shares; 2025Q2: 2,567 shares 2,567$2.29M0.22%-362Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,646 shares; 2025Q1: 4,646 shares; 2025Q2: 4,656 shares 4,656$2.26M0.22%+10Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,730 shares; 2024Q4: 19,053 shares; 2025Q1: 21,670 shares; 2025Q2: 23,795 shares 23,795$2.23M0.22%+2,125Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,013 shares; 2024Q4: 26,760 shares; 2025Q1: 27,762 shares; 2025Q2: 26,570 shares 26,570$2.05M0.2%-1,192Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 29,378 shares; 2025Q1: 30,777 shares; 2025Q2: 29,492 shares 29,492$2.05M0.2%-1,285Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,627 shares; 2024Q4: 17,443 shares; 2025Q1: 17,961 shares; 2025Q2: 16,931 shares 16,931$2.01M0.2%-1,030Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,948 shares 24,948$1.98M0.19%newTimeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,792 shares; 2024Q4: 40,219 shares; 2025Q1: 46,645 shares; 2025Q2: 45,642 shares 45,642$1.97M0.19%-1,003Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,742 shares; 2024Q4: 36,739 shares; 2025Q1: 36,378 shares; 2025Q2: 35,899 shares 35,899$1.91M0.19%-479Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 5,761 shares; 2025Q1: 5,721 shares; 2025Q2: 5,496 shares 5,496$1.86M0.18%-225Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,284 shares; 2025Q1: 8,713 shares; 2025Q2: 7,932 shares 7,932$1.8M0.17%-781Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,581 shares; 2025Q1: 2,507 shares; 2025Q2: 2,306 shares 2,306$1.79M0.17%-201Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: 10,299 shares; 2025Q1: 6,394 shares; 2025Q2: 6,183 shares 6,183$1.72M0.17%-211Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,448 shares; 2024Q4: 18,276 shares; 2025Q1: 17,349 shares; 2025Q2: 16,358 shares 16,358$1.72M0.17%-991Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,259 shares; 2024Q4: 50,674 shares; 2025Q1: 58,087 shares; 2025Q2: 63,878 shares 63,878$1.7M0.16%+5,791Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 21,367 shares; 2025Q1: 21,287 shares; 2025Q2: 20,477 shares 20,477$1.69M0.16%-810Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,102 shares; 2024Q4: 51,809 shares; 2025Q1: 50,592 shares; 2025Q2: 47,241 shares 47,241$1.68M0.16%-3,351Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,390 shares; 2024Q4: 19,361 shares; 2025Q1: 19,377 shares; 2025Q2: 14,982 shares 14,982$1.61M0.16%-4,395Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,846 shares; 2025Q2: 35,962 shares 35,962$1.6M0.16%-2,884Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,748 shares; 2024Q4: 16,414 shares; 2025Q1: 16,148 shares; 2025Q2: 13,457 shares 13,457$1.57M0.15%-2,691Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,483 shares; 2024Q4: 48,391 shares; 2025Q1: 47,715 shares; 2025Q2: 47,532 shares 47,532$1.54M0.15%-183Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,030 shares; 2025Q1: 9,892 shares; 2025Q2: 9,088 shares 9,088$1.48M0.14%-804Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,172 shares; 2024Q4: 16,143 shares; 2025Q1: 15,554 shares; 2025Q2: 15,578 shares 15,578$1.39M0.14%+24Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,853 shares; 2024Q4: 14,871 shares; 2025Q1: 14,222 shares; 2025Q2: 13,855 shares 13,855$1.39M0.13%-367Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 3,288 shares; 2025Q1: 4,935 shares; 2025Q2: 4,354 shares 4,354$1.35M0.13%-581Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,791 shares; 2024Q4: 17,596 shares; 2025Q1: 16,894 shares; 2025Q2: 15,827 shares 15,827$1.33M0.13%-1,067Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 10,718 shares; 2025Q1: 13,219 shares; 2025Q2: 13,567 shares 13,567$1.33M0.13%+348Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,229 shares; 2025Q1: 3,992 shares; 2025Q2: 3,742 shares 3,742$1.32M0.13%-250Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,194 shares; 2025Q1: 9,835 shares; 2025Q2: 7,131 shares 7,131$1.32M0.13%-2,704Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares 2,215$1.31M0.13%0Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,254 shares; 2024Q4: 12,716 shares; 2025Q1: 13,185 shares; 2025Q2: 12,475 shares 12,475$1.27M0.12%-710Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,105 shares; 2025Q1: 4,749 shares; 2025Q2: 3,965 shares 3,965$1.26M0.12%-784Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,823 shares; 2024Q4: 41,963 shares; 2025Q1: 40,643 shares; 2025Q2: 39,169 shares 39,169$1.12M0.11%-1,474Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,318 shares; 2025Q1: 1,293 shares; 2025Q2: 1,135 shares 1,135$1.12M0.11%-158Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,032 shares; 2025Q1: 5,119 shares; 2025Q2: 4,818 shares 4,818$1.09M0.11%-301Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 6,764 shares; 2025Q1: 8,379 shares; 2025Q2: 7,970 shares 7,970$1.09M0.11%-409Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 9,774 shares; 2025Q1: 10,085 shares; 2025Q2: 8,830 shares 8,830$1.08M0.11%-1,255Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 6,860 shares; 2025Q1: 6,951 shares; 2025Q2: 6,761 shares 6,761$1.07M0.1%-190Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,158 shares; 2025Q1: 11,804 shares; 2025Q2: 11,051 shares 11,051$1.06M0.1%-753Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,324 shares; 2024Q4: 86,031 shares; 2025Q1: 46,998 shares; 2025Q2: 43,962 shares 43,962$1.06M0.1%-3,036Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 671 shares; 2025Q1: 651 shares; 2025Q2: 774 shares 774$1.04M0.1%+123Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,902 shares; 2025Q1: 1,908 shares; 2025Q2: 1,795 shares 1,795$1.01M0.1%-113Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,478 shares; 2024Q4: 26,334 shares; 2025Q1: 27,144 shares; 2025Q2: 21,131 shares 21,131$1000K0.1%-6,013Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,614 shares; 2024Q4: 29,343 shares; 2025Q1: 28,449 shares; 2025Q2: 27,119 shares 27,119$990K0.1%-1,330Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 7,276 shares; 2025Q1: 7,431 shares; 2025Q2: 7,274 shares 7,274$989K0.1%-157Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,028 shares; 2024Q4: 14,007 shares; 2025Q1: 13,537 shares; 2025Q2: 12,643 shares 12,643$984K0.1%-894Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,568 shares; 2025Q1: 1,664 shares; 2025Q2: 1,415 shares 1,415$982K0.1%-249Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 13,557 shares; 2025Q1: 12,533 shares; 2025Q2: 37,629 shares 37,629$979K0.1%+25,096Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,280 shares; 2024Q4: 18,028 shares; 2025Q1: 13,542 shares; 2025Q2: 14,039 shares 14,039$974K0.09%+497Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,768 shares; 2024Q4: 35,367 shares; 2025Q1: 34,687 shares; 2025Q2: 32,990 shares 32,990$962K0.09%-1,697Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,385 shares; 2025Q1: 8,803 shares; 2025Q2: 7,211 shares 7,211$955K0.09%-1,592Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 12,342 shares; 2025Q1: 11,536 shares; 2025Q2: 8,860 shares 8,860$945K0.09%-2,676Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,142 shares; 2025Q1: 6,630 shares; 2025Q2: 5,680 shares 5,680$935K0.09%-950Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 7,323 shares; 2025Q1: 9,286 shares; 2025Q2: 8,812 shares 8,812$921K0.09%-474Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 8,589 shares; 2025Q1: 8,267 shares; 2025Q2: 7,584 shares 7,584$864K0.08%-683Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 7,903 shares; 2025Q1: 7,854 shares; 2025Q2: 7,531 shares 7,531$830K0.08%-323Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,221 shares; 2025Q1: 9,671 shares; 2025Q2: 9,031 shares 9,031$822K0.08%-640Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,163 shares; 2025Q1: 4,906 shares; 2025Q2: 4,493 shares 4,493$821K0.08%-413Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 1,950 shares; 2025Q1: 1,932 shares; 2025Q2: 1,715 shares 1,715$801K0.08%-217Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,381 shares; 2025Q1: 1,292 shares; 2025Q2: 1,294 shares 1,294$800K0.08%+2Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,612 shares; 2025Q2: 8,254 shares 8,254$795K0.08%+1,642Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,299 shares; 2024Q4: 37,047 shares; 2025Q1: 37,447 shares; 2025Q2: 35,961 shares 35,961$793K0.08%-1,486Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,786 shares; 2025Q1: 1,735 shares; 2025Q2: 1,774 shares 1,774$788K0.08%+39Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,831 shares; 2024Q4: 12,506 shares; 2025Q1: 11,380 shares; 2025Q2: 9,882 shares 9,882$783K0.08%-1,498Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,398 shares; 2025Q1: 3,213 shares; 2025Q2: 3,263 shares 3,263$777K0.08%+50Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,662 shares; 2025Q1: 11,052 shares; 2025Q2: 10,296 shares 10,296$738K0.07%-756Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,833 shares; 2025Q2: 5,805 shares 5,805$737K0.07%-1,028Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 7,409 shares; 2025Q1: 8,996 shares; 2025Q2: 7,894 shares 7,894$729K0.07%-1,102Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1$729K0.07%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 11,159 shares; 2025Q1: 6,768 shares; 2025Q2: 7,451 shares 7,451$725K0.07%+683Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 11,747 shares; 2025Q1: 10,798 shares; 2025Q2: 7,938 shares 7,938$715K0.07%-2,860Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,264 shares; 2025Q1: 1,696 shares; 2025Q2: 1,816 shares 1,816$705K0.07%+120Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,742 shares; 2025Q1: 1,031 shares; 2025Q2: 1,135 shares 1,135$705K0.07%+104Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,228 shares; 2024Q4: 16,439 shares; 2025Q1: 9,744 shares; 2025Q2: 10,122 shares 10,122$703K0.07%+378Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,183 shares; 2025Q1: 3,785 shares; 2025Q2: 12,549 shares 12,549$686K0.07%+8,764Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 797 shares; 2025Q1: 724 shares; 2025Q2: 658 shares 658$670K0.07%-66Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,656 shares; 2024Q4: 10,443 shares; 2025Q1: 2,884 shares; 2025Q2: 6,025 shares 6,025$668K0.06%+3,141Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 10,484 shares; 2025Q1: 9,706 shares; 2025Q2: 9,276 shares 9,276$661K0.06%-430Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,263 shares; 2025Q1: not reported; 2025Q2: 2,966 shares 2,966$656K0.06%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,160 shares; 2025Q1: 6,925 shares; 2025Q2: 3,001 shares 3,001$656K0.06%-3,924Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,534 shares; 2025Q1: 1,344 shares; 2025Q2: 886 shares 886$646K0.06%-458Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 13,333 shares; 2025Q1: 13,145 shares; 2025Q2: 12,470 shares 12,470$644K0.06%-675Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 9,475 shares; 2025Q1: 9,130 shares; 2025Q2: 8,515 shares 8,515$643K0.06%-615Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,939 shares; 2025Q2: 40,851 shares 40,851$639K0.06%+21,912Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,974 shares; 2025Q1: 2,590 shares; 2025Q2: 3,529 shares 3,529$626K0.06%+939Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 9,848 shares; 2025Q1: 11,234 shares; 2025Q2: 12,323 shares 12,323$619K0.06%+1,089Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,243 shares; 2024Q4: 59,276 shares; 2025Q1: 61,708 shares; 2025Q2: 55,855 shares 55,855$606K0.06%-5,853Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,101 shares; 2025Q1: 994 shares; 2025Q2: 2,030 shares 2,030$601K0.06%+1,036Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,428 shares; 2025Q1: 1,311 shares; 2025Q2: 1,568 shares 1,568$600K0.06%+257Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 10,059 shares; 2025Q1: 9,895 shares; 2025Q2: 8,413 shares 8,413$597K0.06%-1,482Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,047 shares; 2025Q1: 5,229 shares; 2025Q2: 5,170 shares 5,170$590K0.06%-59Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,395 shares; 2025Q1: 4,265 shares; 2025Q2: 1,916 shares 1,916$588K0.06%-2,349Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,286 shares 10,286$585K0.06%newTimeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,127 shares; 2025Q1: 2,847 shares; 2025Q2: 2,427 shares 2,427$572K0.06%-420Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,434 shares; 2025Q1: 5,317 shares; 2025Q2: 5,398 shares 5,398$570K0.06%+81Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,124 shares 3,124$569K0.06%newTimeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 18,827 shares; 2025Q1: 18,565 shares; 2025Q2: 17,533 shares 17,533$560K0.05%-1,032Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,686 shares; 2025Q1: 3,340 shares; 2025Q2: 3,667 shares 3,667$560K0.05%+327Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,434 shares; 2025Q1: 5,089 shares; 2025Q2: 4,544 shares 4,544$559K0.05%-545Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,272 shares; 2025Q1: 8,466 shares; 2025Q2: 8,124 shares 8,124$559K0.05%-342Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares 1,100$557K0.05%newTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,158 shares; 2025Q1: 3,110 shares; 2025Q2: 3,000 shares 3,000$545K0.05%-110Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,187 shares 2,187$542K0.05%-428Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,712 shares; 2025Q1: 3,895 shares; 2025Q2: 3,680 shares 3,680$537K0.05%-215Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,679 shares; 2025Q1: 4,361 shares; 2025Q2: 4,323 shares 4,323$523K0.05%-38Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 6,371 shares; 2025Q1: 5,857 shares; 2025Q2: 4,960 shares 4,960$517K0.05%-897Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 605 shares; 2025Q1: 915 shares; 2025Q2: 936 shares 936$517K0.05%+21Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 3,270 shares 3,270$509K0.05%+1,134Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,911 shares; 2025Q1: 8,130 shares; 2025Q2: 7,985 shares 7,985$496K0.05%-145Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,918 shares; 2025Q1: 3,843 shares; 2025Q2: 3,208 shares 3,208$494K0.05%-635Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 9,929 shares; 2025Q1: 9,555 shares; 2025Q2: 8,865 shares 8,865$494K0.05%-690Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,374 shares; 2025Q1: 1,358 shares; 2025Q2: 1,172 shares 1,172$493K0.05%-186Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,832 shares; 2025Q2: 3,111 shares 3,111$478K0.05%+279Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,098 shares 10,098$478K0.05%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,151 shares; 2024Q4: 6,912 shares; 2025Q1: 6,589 shares; 2025Q2: 1,852 shares 1,852$477K0.05%-4,737Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,023 shares; 2024Q4: 12,135 shares; 2025Q1: 12,594 shares; 2025Q2: 11,863 shares 11,863$476K0.05%-731Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 11,845 shares; 2025Q1: 10,991 shares; 2025Q2: 9,716 shares 9,716$472K0.05%-1,275Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,521 shares; 2025Q2: 4,554 shares 4,554$466K0.05%+33Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,012 shares 13,012$434K0.04%newTimeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,615 shares; 2024Q4: 6,742 shares; 2025Q1: 8,180 shares; 2025Q2: 6,628 shares 6,628$434K0.04%-1,552Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 5,765 shares; 2025Q1: 5,615 shares; 2025Q2: 5,165 shares 5,165$430K0.04%-450Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,583 shares; 2025Q1: 2,465 shares; 2025Q2: 2,181 shares 2,181$427K0.04%-284Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,318 shares; 2025Q1: 2,212 shares; 2025Q2: 2,111 shares 2,111$425K0.04%-101Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,214 shares; 2025Q1: 3,888 shares; 2025Q2: 3,310 shares 3,310$422K0.04%-578Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,170 shares; 2025Q1: 3,930 shares; 2025Q2: 1,538 shares 1,538$419K0.04%-2,392Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,195 shares; 2025Q1: 6,688 shares; 2025Q2: 5,557 shares 5,557$416K0.04%-1,131Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,149 shares; 2025Q1: 5,184 shares; 2025Q2: 5,226 shares 5,226$416K0.04%+42Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,629 shares; 2025Q1: 5,649 shares; 2025Q2: 5,903 shares 5,903$415K0.04%+254Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,090 shares; 2024Q4: 10,345 shares; 2025Q1: 5,860 shares; 2025Q2: 4,008 shares 4,008$407K0.04%-1,852Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,964 shares; 2025Q1: 3,623 shares; 2025Q2: 3,690 shares 3,690$406K0.04%+67Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,542 shares; 2024Q4: 14,697 shares; 2025Q1: 4,598 shares; 2025Q2: 5,467 shares 5,467$397K0.04%+869Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,053 shares; 2025Q1: 1,773 shares; 2025Q2: 1,486 shares 1,486$397K0.04%-287Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,346 shares; 2025Q2: 12,069 shares 12,069$394K0.04%-2,277Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,743 shares; 2025Q1: 1,689 shares; 2025Q2: 1,618 shares 1,618$393K0.04%-71Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,595 shares; 2025Q1: 2,878 shares; 2025Q2: 1,261 shares 1,261$390K0.04%-1,617Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 8,003 shares; 2025Q1: 7,934 shares; 2025Q2: 4,004 shares 4,004$381K0.04%-3,930Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,537 shares; 2025Q1: not reported; 2025Q2: 1,382 shares 1,382$378K0.04%newTimeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,472 shares; 2025Q2: 11,242 shares 11,242$377K0.04%-2,230Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,961 shares; 2025Q1: 7,832 shares; 2025Q2: 7,390 shares 7,390$371K0.04%-442Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,527 shares; 2025Q1: 10,447 shares; 2025Q2: 9,869 shares 9,869$369K0.04%-578Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 2,722 shares; 2025Q1: 2,664 shares; 2025Q2: 2,008 shares 2,008$363K0.04%-656Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,547 shares; 2025Q1: 1,566 shares; 2025Q2: 1,450 shares 1,450$357K0.03%-116Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,081 shares; 2025Q1: 1,082 shares; 2025Q2: 1,206 shares 1,206$355K0.03%+124Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 4,938 shares 4,938$350K0.03%-334Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,672 shares; 2024Q4: 151,917 shares; 2025Q1: 154,861 shares; 2025Q2: 3,694 shares 3,694$341K0.03%-151,167Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,792 shares; 2024Q4: 19,318 shares; 2025Q1: 15,978 shares; 2025Q2: 7,977 shares 7,977$341K0.03%-8,001Timeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,283 shares; 2025Q1: not reported; 2025Q2: 14,983 shares 14,983$329K0.03%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,732 shares; 2025Q1: 3,772 shares; 2025Q2: 3,758 shares 3,758$328K0.03%-14Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 12,146 shares; 2025Q1: 10,909 shares; 2025Q2: 9,030 shares 9,030$328K0.03%-1,879Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,099 shares 4,099$319K0.03%newTimeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,255 shares; 2025Q1: 5,547 shares; 2025Q2: 5,003 shares 5,003$313K0.03%-544Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,810 shares; 2025Q1: 1,960 shares; 2025Q2: 2,195 shares 2,195$311K0.03%+235Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,668 shares; 2025Q1: 3,952 shares; 2025Q2: 3,467 shares 3,467$310K0.03%-485Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,272 shares; 2025Q1: 2,200 shares; 2025Q2: 2,872 shares 2,872$299K0.03%+672Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 856 shares 856$294K0.03%+91Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,249 shares 4,249$294K0.03%newTimeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 12,569 shares; 2025Q1: 12,682 shares; 2025Q2: 12,282 shares 12,282$292K0.03%-400Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 2,138 shares 2,138$290K0.03%-108Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,771 shares; 2025Q2: 2,913 shares 2,913$289K0.03%+142Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,965 shares 1,965$288K0.03%newTimeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 4,732 shares; 2025Q1: 3,776 shares; 2025Q2: 2,637 shares 2,637$286K0.03%-1,139Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,194 shares; 2025Q1: 1,268 shares; 2025Q2: 1,079 shares 1,079$283K0.03%-189Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 6,094 shares; 2025Q1: 5,479 shares; 2025Q2: 6,095 shares 6,095$281K0.03%+616Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,085 shares; 2025Q1: 1,904 shares; 2025Q2: 2,114 shares 2,114$279K0.03%+210Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,452 shares; 2025Q1: 1,399 shares; 2025Q2: 1,363 shares 1,363$274K0.03%-36Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,022 shares 2,022$273K0.03%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: 3,286 shares; 2025Q2: 2,944 shares 2,944$264K0.03%-342Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,249 shares 3,249$263K0.03%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 659 shares; 2025Q1: 626 shares; 2025Q2: 708 shares 708$259K0.03%+82Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,120 shares; 2025Q1: 1,093 shares; 2025Q2: 1,161 shares 1,161$258K0.03%+68Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares 955$257K0.03%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,617 shares; 2025Q1: 20,594 shares; 2025Q2: 6,259 shares 6,259$253K0.02%-14,335Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,005 shares; 2025Q1: 971 shares; 2025Q2: 982 shares 982$251K0.02%+11Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,265 shares; 2024Q4: 16,225 shares; 2025Q1: 14,737 shares; 2025Q2: 12,065 shares 12,065$251K0.02%-2,672Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,096 shares; 2025Q2: 5,684 shares 5,684$251K0.02%-412Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,456 shares; 2025Q2: 5,542 shares 5,542$249K0.02%+86Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,533 shares; 2025Q1: 1,729 shares; 2025Q2: 1,723 shares 1,723$247K0.02%-6Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 495 shares; 2025Q1: 488 shares; 2025Q2: 434 shares 434$246K0.02%-54Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,197 shares 2,197$233K0.02%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,847 shares 1,847$218K0.02%+121Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,851 shares; 2025Q1: not reported; 2025Q2: 4,491 shares 4,491$217K0.02%newTimeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,080 shares; 2024Q4: 18,258 shares; 2025Q1: 18,280 shares; 2025Q2: 17,296 shares 17,296$216K0.02%-984Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 947 shares 947$209K0.02%newTimeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,319 shares; 2025Q1: 1,312 shares; 2025Q2: 1,209 shares 1,209$209K0.02%-103Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares 1,052$207K0.02%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 1,957 shares; 2025Q1: 1,687 shares; 2025Q2: 705 shares 705$206K0.02%-982Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TLTISHARES TR202,899$18.5Mshares
HYGISHARES TR173,651$13.7Mshares
STLDSTEEL DYNAMICS INC7,666$959Kshares
TXNTEXAS INSTRS INC4,665$838Kshares
DELLDELL TECHNOLOGIES INC6,874$627Kshares
TMOTHERMO FISHER SCIENTIFIC INC1,005$500Kshares
NVONOVO-NORDISK A S6,892$479Kshares
XLESELECT SECTOR SPDR TR4,337$405Kshares
MRKMERCK & CO INC4,119$370Kshares
XLKSELECT SECTOR SPDR TR1,760$363Kshares
MUSAMURPHY USA INC629$296Kshares
NKENIKE INC3,741$237Kshares
CERYSPDR SERIES TRUST8,358$232Kshares
REGNREGENERON PHARMACEUTICALS343$218Kshares
GDGENERAL DYNAMICS CORP779$212Kshares
STLASTELLANTIS N.V16,847$189Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001760540-25-000001 base2025-08-15acceptance time not in the bulk data set