RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,534,465 shares; 2024Q4: 5,453,838 shares; 2025Q1: 5,373,163 shares; 2025Q2: 5,420,397 shares; 2025Q3: 5,423,423 shares; 2025Q4: 5,420,773 shares 5,420,773 $924M 5.75% -2,650 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605,261 shares; 2024Q4: 9,444,374 shares; 2025Q1: 9,503,168 shares; 2025Q2: 9,398,540 shares; 2025Q3: 9,287,287 shares; 2025Q4: 9,282,285 shares 9,282,285 $874M 5.44% -5,002 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,687 shares; 2024Q4: 943,039 shares; 2025Q1: 950,052 shares; 2025Q2: 940,201 shares; 2025Q3: 949,901 shares; 2025Q4: 962,834 shares 962,834 $466M 2.9% +12,933 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,927 shares; 2024Q4: 1,509,597 shares; 2025Q1: 1,488,348 shares; 2025Q2: 1,468,884 shares; 2025Q3: 1,498,872 shares; 2025Q4: 1,513,518 shares 1,513,518 $411M 2.56% +14,646 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,411,419 shares; 2024Q4: 7,455,349 shares; 2025Q1: 6,852,136 shares; 2025Q2: 7,060,847 shares; 2025Q3: 7,244,531 shares; 2025Q4: 7,344,980 shares 7,344,980 $351M 2.18% +100,449 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311,716 shares; 2024Q4: 3,849,592 shares; 2025Q1: 4,655,406 shares; 2025Q2: 4,785,488 shares; 2025Q3: 4,708,008 shares; 2025Q4: 4,659,099 shares 4,659,099 $343M 2.14% -48,909 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,676 shares; 2024Q4: 966,485 shares; 2025Q1: 957,364 shares; 2025Q2: 979,408 shares; 2025Q3: 996,773 shares; 2025Q4: 977,951 shares 977,951 $315M 1.96% -18,822 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902,179 shares; 2024Q4: 2,930,287 shares; 2025Q1: 3,067,621 shares; 2025Q2: 3,162,404 shares; 2025Q3: 3,265,119 shares; 2025Q4: 3,366,305 shares 3,366,305 $305M 1.9% +101,186 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476,545 shares; 2024Q4: 2,653,260 shares; 2025Q1: 2,345,069 shares; 2025Q2: 2,282,520 shares; 2025Q3: 2,376,897 shares; 2025Q4: 2,316,589 shares 2,316,589 $301M 1.87% -60,308 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745,355 shares; 2024Q4: 3,578,785 shares; 2025Q1: 3,506,119 shares; 2025Q2: 3,671,254 shares; 2025Q3: 3,848,049 shares; 2025Q4: 6,078,402 shares 6,078,402 $279M 1.73% +2,230,353 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,308 shares; 2024Q4: 1,073,198 shares; 2025Q1: 1,055,172 shares; 2025Q2: 1,089,319 shares; 2025Q3: 1,137,359 shares; 2025Q4: 1,171,045 shares 1,171,045 $270M 1.68% +33,686 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256,927 shares; 2024Q4: 1,326,815 shares; 2025Q1: 1,286,760 shares; 2025Q2: 1,333,317 shares; 2025Q3: 1,432,527 shares; 2025Q4: 1,432,086 shares 1,432,086 $267M 1.66% -441 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214,231 shares; 2024Q4: 4,339,678 shares; 2025Q1: 4,545,873 shares; 2025Q2: 4,897,492 shares; 2025Q3: 4,934,402 shares; 2025Q4: 5,138,553 shares 5,138,553 $267M 1.66% +204,151 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,496 shares; 2024Q4: 357,209 shares; 2025Q1: 345,489 shares; 2025Q2: 354,407 shares; 2025Q3: 368,983 shares; 2025Q4: 386,675 shares 386,675 $264M 1.64% +17,692 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348,206 shares; 2024Q4: 4,415,137 shares; 2025Q1: 4,403,743 shares; 2025Q2: 4,620,139 shares; 2025Q3: 4,747,508 shares; 2025Q4: 4,806,132 shares 4,806,132 $264M 1.64% +58,624 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,873 shares; 2024Q4: 750,069 shares; 2025Q1: 743,552 shares; 2025Q2: 760,417 shares; 2025Q3: 784,268 shares; 2025Q4: 804,840 shares 804,840 $253M 1.57% +20,572 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085,213 shares; 2024Q4: 7,031,982 shares; 2025Q1: 6,874,994 shares; 2025Q2: 6,695,132 shares; 2025Q3: 6,861,208 shares; 2025Q4: 6,886,799 shares 6,886,799 $250M 1.55% +25,591 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,169 shares; 2024Q4: 657,373 shares; 2025Q1: 662,703 shares; 2025Q2: 673,791 shares; 2025Q3: 665,588 shares; 2025Q4: 682,722 shares 682,722 $240M 1.49% +17,134 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,823,932 shares; 2024Q4: 6,122,380 shares; 2025Q1: 5,916,698 shares; 2025Q2: 6,666,913 shares; 2025Q3: 6,442,985 shares; 2025Q4: 6,758,445 shares 6,758,445 $229M 1.42% +315,460 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,893 shares; 2024Q4: 603,573 shares; 2025Q1: 621,068 shares; 2025Q2: 597,760 shares; 2025Q3: 666,489 shares; 2025Q4: 634,820 shares 634,820 $199M 1.24% -31,669 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720,660 shares; 2024Q4: 1,739,236 shares; 2025Q1: 1,800,149 shares; 2025Q2: 1,844,782 shares; 2025Q3: 1,875,427 shares; 2025Q4: 1,978,313 shares 1,978,313 $196M 1.22% +102,886 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562,970 shares; 2024Q4: 4,500,169 shares; 2025Q1: 4,474,608 shares; 2025Q2: 4,463,197 shares; 2025Q3: 4,484,634 shares; 2025Q4: 4,335,563 shares 4,335,563 $192M 1.2% -149,071 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,390 shares; 2024Q4: 1,046,657 shares; 2025Q1: 1,083,898 shares; 2025Q2: 999,237 shares; 2025Q3: 1,133,384 shares; 2025Q4: 1,061,709 shares 1,061,709 $180M 1.12% -71,675 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,216 shares; 2024Q4: 179,045 shares; 2025Q1: 179,066 shares; 2025Q2: 170,786 shares; 2025Q3: 173,832 shares; 2025Q4: 186,468 shares 186,468 $161M 1% +12,636 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,923 shares; 2024Q4: 290,239 shares; 2025Q1: 293,148 shares; 2025Q2: 295,715 shares; 2025Q3: 297,017 shares; 2025Q4: 300,446 shares 300,446 $151M 0.94% +3,429 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,645 shares; 2024Q4: 1,763,586 shares; 2025Q1: 1,922,884 shares; 2025Q2: 1,989,437 shares; 2025Q3: 2,264,512 shares; 2025Q4: 2,359,022 shares 2,359,022 $145M 0.9% +94,510 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959,739 shares; 2024Q4: 1,964,504 shares; 2025Q1: 1,757,933 shares; 2025Q2: 1,884,994 shares; 2025Q3: 1,971,812 shares; 2025Q4: 2,187,623 shares 2,187,623 $136M 0.85% +215,811 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,494 shares; 2024Q4: 367,221 shares; 2025Q1: 308,241 shares; 2025Q2: 412,920 shares; 2025Q3: 414,999 shares; 2025Q4: 385,186 shares 385,186 $133M 0.83% -29,813 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641,610 shares; 2024Q4: 1,724,786 shares; 2025Q1: 1,639,681 shares; 2025Q2: 1,614,680 shares; 2025Q3: 1,664,411 shares; 2025Q4: 1,708,432 shares 1,708,432 $126M 0.78% +44,021 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,882 shares; 2024Q4: 197,650 shares; 2025Q1: 204,161 shares; 2025Q2: 188,469 shares; 2025Q3: 192,446 shares; 2025Q4: 189,631 shares 189,631 $125M 0.78% -2,815 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057,323 shares; 2024Q4: 9,993,010 shares; 2025Q1: 10,778,841 shares; 2025Q2: 11,422,033 shares; 2025Q3: 11,557,626 shares; 2025Q4: 9,227,684 shares 9,227,684 $121M 0.76% -2,329,942 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,646 shares; 2024Q4: 1,293,999 shares; 2025Q1: 1,284,749 shares; 2025Q2: 1,552,091 shares; 2025Q3: 1,648,093 shares; 2025Q4: 1,916,820 shares 1,916,820 $120M 0.74% +268,727 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,854 shares; 2024Q4: 967,904 shares; 2025Q1: 1,015,125 shares; 2025Q2: 1,051,707 shares; 2025Q3: 911,045 shares; 2025Q4: 909,209 shares 909,209 $101M 0.63% -1,836 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,550 shares; 2024Q4: 80,872 shares; 2025Q1: 80,838 shares; 2025Q2: 84,737 shares; 2025Q3: 88,315 shares; 2025Q4: 93,626 shares 93,626 $101M 0.63% +5,311 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,353 shares; 2024Q4: 264,671 shares; 2025Q1: 283,972 shares; 2025Q2: 285,556 shares; 2025Q3: 287,742 shares; 2025Q4: 292,137 shares 292,137 $101M 0.63% +4,395 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,937,153 shares; 2025Q3: 1,957,793 shares; 2025Q4: 2,001,002 shares 2,001,002 $98.4M 0.61% +43,209 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,213 shares; 2024Q4: 349,701 shares; 2025Q1: 314,214 shares; 2025Q2: 316,117 shares; 2025Q3: 323,589 shares; 2025Q4: 303,009 shares 303,009 $92.6M 0.58% -20,580 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,847 shares; 2024Q4: 440,422 shares; 2025Q1: 463,723 shares; 2025Q2: 471,467 shares; 2025Q3: 488,542 shares; 2025Q4: 501,300 shares 501,300 $92.3M 0.57% +12,758 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421,770 shares; 2024Q4: 2,154,482 shares; 2025Q1: 2,515,631 shares; 2025Q2: 2,820,450 shares; 2025Q3: 2,413,534 shares; 2025Q4: 2,446,406 shares 2,446,406 $92.2M 0.57% +32,872 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,423 shares; 2024Q4: 533,103 shares; 2025Q1: 413,841 shares; 2025Q2: 400,771 shares; 2025Q3: 403,754 shares; 2025Q4: 434,592 shares 434,592 $89.9M 0.56% +30,838 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801,114 shares; 2024Q4: 1,815,851 shares; 2025Q1: 1,873,303 shares; 2025Q2: 1,815,321 shares; 2025Q3: 1,962,883 shares; 2025Q4: 1,858,869 shares 1,858,869 $88.9M 0.55% -104,014 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,148 shares; 2024Q4: 732,174 shares; 2025Q1: 760,194 shares; 2025Q2: 739,597 shares; 2025Q3: 809,093 shares; 2025Q4: 744,179 shares 744,179 $86.8M 0.54% -64,914 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,971 shares; 2024Q4: 570,130 shares; 2025Q1: 532,405 shares; 2025Q2: 631,332 shares; 2025Q3: 607,539 shares; 2025Q4: 514,293 shares 514,293 $82.7M 0.51% -93,246 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,414 shares; 2024Q4: 332,127 shares; 2025Q1: 343,701 shares; 2025Q2: 343,623 shares; 2025Q3: 348,505 shares; 2025Q4: 466,650 shares 466,650 $79.8M 0.5% +118,145 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,836 shares; 2024Q4: 220,174 shares; 2025Q1: 222,853 shares; 2025Q2: 107,782 shares; 2025Q3: 295,269 shares; 2025Q4: 1,267,015 shares 1,267,015 $78.9M 0.49% +971,746 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,290 shares; 2024Q4: 541,592 shares; 2025Q1: 603,398 shares; 2025Q2: 628,658 shares; 2025Q3: 645,186 shares; 2025Q4: 672,307 shares 672,307 $78.4M 0.49% +27,121 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293,350 shares; 2024Q4: 1,303,653 shares; 2025Q1: 1,356,729 shares; 2025Q2: 1,486,086 shares; 2025Q3: 1,454,858 shares; 2025Q4: 1,469,635 shares 1,469,635 $76.9M 0.48% +14,777 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385,001 shares; 2024Q4: 4,359,689 shares; 2025Q1: 3,985,803 shares; 2025Q2: 4,237,224 shares; 2025Q3: 3,812,993 shares; 2025Q4: 4,383,603 shares 4,383,603 $74.1M 0.46% +570,610 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,999 shares; 2024Q4: 107,622 shares; 2025Q1: 115,735 shares; 2025Q2: 122,860 shares; 2025Q3: 123,458 shares; 2025Q4: 128,605 shares 128,605 $73.4M 0.46% +5,147 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,070 shares; 2024Q4: 195,668 shares; 2025Q1: 225,818 shares; 2025Q2: 235,064 shares; 2025Q3: 239,952 shares; 2025Q4: 234,907 shares 234,907 $72.4M 0.45% -5,045 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,725 shares; 2024Q4: 220,081 shares; 2025Q1: 226,092 shares; 2025Q2: 230,911 shares; 2025Q3: 230,286 shares; 2025Q4: 475,711 shares 475,711 $68.4M 0.43% +245,425 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,752 shares; 2024Q4: 336,586 shares; 2025Q1: 361,843 shares; 2025Q2: 443,063 shares; 2025Q3: 422,009 shares; 2025Q4: 345,180 shares 345,180 $67.3M 0.42% -76,829 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148,700 shares; 2024Q4: 1,149,760 shares; 2025Q1: 1,207,582 shares; 2025Q2: 1,219,838 shares; 2025Q3: 1,154,233 shares; 2025Q4: 974,201 shares 974,201 $66.2M 0.41% -180,032 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,311 shares; 2024Q4: 1,045,350 shares; 2025Q1: 1,411,423 shares; 2025Q2: 1,472,691 shares; 2025Q3: 1,662,469 shares; 2025Q4: 1,703,413 shares 1,703,413 $64.8M 0.4% +40,944 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,753 shares; 2024Q4: 277,129 shares; 2025Q1: 322,342 shares; 2025Q2: 385,079 shares; 2025Q3: 417,987 shares; 2025Q4: 364,682 shares 364,682 $63.2M 0.39% -53,305 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,757 shares; 2024Q4: 84,420 shares; 2025Q1: 69,917 shares; 2025Q2: 70,872 shares; 2025Q3: 89,856 shares; 2025Q4: 92,200 shares 92,200 $63.1M 0.39% +2,344 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,825 shares; 2024Q4: 661,479 shares; 2025Q1: 653,684 shares; 2025Q2: 673,230 shares; 2025Q3: 675,678 shares; 2025Q4: 683,532 shares 683,532 $63.1M 0.39% +7,854 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,055 shares; 2024Q4: 67,728 shares; 2025Q1: 62,985 shares; 2025Q2: 53,818 shares; 2025Q3: 73,869 shares; 2025Q4: 69,333 shares 69,333 $60.9M 0.38% -4,536 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,349 shares; 2024Q4: 121,239 shares; 2025Q1: 161,227 shares; 2025Q2: 170,867 shares; 2025Q3: 173,906 shares; 2025Q4: 171,354 shares 171,354 $60.2M 0.37% -2,552 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,578 shares; 2024Q4: 70,132 shares; 2025Q1: 64,131 shares; 2025Q2: 41,644 shares; 2025Q3: 54,373 shares; 2025Q4: 94,347 shares 94,347 $59.2M 0.37% +39,974 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,660 shares; 2024Q4: 262,273 shares; 2025Q1: 250,877 shares; 2025Q2: 255,083 shares; 2025Q3: 275,747 shares; 2025Q4: 284,337 shares 284,337 $58.6M 0.36% +8,590 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,674 shares; 2024Q4: 56,794 shares; 2025Q1: 111,166 shares; 2025Q2: 140,620 shares; 2025Q3: 136,868 shares; 2025Q4: 147,509 shares 147,509 $58.5M 0.36% +10,641 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,960 shares; 2024Q4: 494,279 shares; 2025Q1: 444,364 shares; 2025Q2: 446,472 shares; 2025Q3: 399,988 shares; 2025Q4: 407,517 shares 407,517 $58.4M 0.36% +7,529 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,740 shares; 2024Q4: 72,492 shares; 2025Q1: 62,216 shares; 2025Q2: 62,429 shares; 2025Q3: 61,921 shares; 2025Q4: 101,065 shares 101,065 $57.9M 0.36% +39,144 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,377 shares; 2024Q4: 1,492,480 shares; 2025Q1: 1,536,052 shares; 2025Q2: 1,576,166 shares; 2025Q3: 1,556,487 shares; 2025Q4: 1,665,061 shares 1,665,061 $57.8M 0.36% +108,574 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964,927 shares; 2024Q4: 939,878 shares; 2025Q1: 944,857 shares; 2025Q2: 836,426 shares; 2025Q3: 715,720 shares; 2025Q4: 616,542 shares 616,542 $56.4M 0.35% -99,178 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,024,758 shares; 2025Q1: 1,138,551 shares; 2025Q2: 1,250,781 shares; 2025Q3: 1,193,707 shares; 2025Q4: 1,225,171 shares 1,225,171 $55.4M 0.34% +31,464 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839,806 shares; 2024Q4: 851,651 shares; 2025Q1: 727,536 shares; 2025Q2: 689,483 shares; 2025Q3: 788,128 shares; 2025Q4: 965,642 shares 965,642 $51.9M 0.32% +177,514 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,480 shares; 2024Q4: 72,314 shares; 2025Q1: 294,515 shares; 2025Q2: 407,177 shares; 2025Q3: 320,588 shares; 2025Q4: 290,937 shares 290,937 $51.7M 0.32% -29,651 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,393 shares; 2024Q4: 260,741 shares; 2025Q1: 245,767 shares; 2025Q2: 217,039 shares; 2025Q3: 208,121 shares; 2025Q4: 273,507 shares 273,507 $48.6M 0.3% +65,386 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,061 shares; 2024Q4: 386,282 shares; 2025Q1: 405,080 shares; 2025Q2: 548,595 shares; 2025Q3: 647,680 shares; 2025Q4: 484,568 shares 484,568 $48.4M 0.3% -163,112 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,542 shares; 2024Q4: 907,697 shares; 2025Q1: 892,679 shares; 2025Q2: 917,692 shares; 2025Q3: 895,406 shares; 2025Q4: 879,710 shares 879,710 $48.4M 0.3% -15,696 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,255 shares; 2024Q4: 69,416 shares; 2025Q1: 65,321 shares; 2025Q2: 68,975 shares; 2025Q3: 75,336 shares; 2025Q4: 77,219 shares 77,219 $47.4M 0.29% +1,883 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,460,444 shares; 2025Q1: 1,521,566 shares; 2025Q2: 1,444,171 shares; 2025Q3: 1,250,512 shares; 2025Q4: 1,232,508 shares 1,232,508 $47.2M 0.29% -18,004 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,362 shares; 2024Q4: 294,870 shares; 2025Q1: 282,884 shares; 2025Q2: 298,322 shares; 2025Q3: 303,044 shares; 2025Q4: 304,061 shares 304,061 $46.7M 0.29% +1,017 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,453 shares; 2024Q4: 168,163 shares; 2025Q1: 166,375 shares; 2025Q2: 532,311 shares; 2025Q3: 582,847 shares; 2025Q4: 527,608 shares 527,608 $45.4M 0.28% -55,239 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,670 shares; 2024Q4: 360,211 shares; 2025Q1: 382,399 shares; 2025Q2: 483,439 shares; 2025Q3: 488,839 shares; 2025Q4: 513,153 shares 513,153 $45.3M 0.28% +24,314 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,882 shares; 2024Q4: 413,565 shares; 2025Q1: 408,628 shares; 2025Q2: 413,541 shares; 2025Q3: 440,724 shares; 2025Q4: 470,442 shares 470,442 $44.3M 0.28% +29,718 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,379 shares; 2024Q4: 309,966 shares; 2025Q1: 297,268 shares; 2025Q2: 255,382 shares; 2025Q3: 238,612 shares; 2025Q4: 270,604 shares 270,604 $41.9M 0.26% +31,992 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,385 shares; 2024Q4: 124,109 shares; 2025Q1: 96,079 shares; 2025Q2: 108,224 shares; 2025Q3: 91,806 shares; 2025Q4: 92,716 shares 92,716 $41.7M 0.26% +910 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325,415 shares; 2025Q3: 453,759 shares; 2025Q4: 923,397 shares 923,397 $40.2M 0.25% +469,638 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,202 shares; 2024Q4: 451,921 shares; 2025Q1: 473,085 shares; 2025Q2: 456,556 shares; 2025Q3: 542,152 shares; 2025Q4: 635,672 shares 635,672 $39M 0.24% +93,520 Timeline BBU BROOKFIELD BUSINESS PARTNERS L More: the full row for BROOKFIELD BUSINESS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,065 shares; 2024Q4: 1,020,778 shares; 2025Q1: 1,087,292 shares; 2025Q2: 1,102,273 shares; 2025Q3: 1,119,781 shares; 2025Q4: 1,092,963 shares 1,092,963 $37.5M 0.23% -26,818 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,409 shares; 2024Q4: 111,647 shares; 2025Q1: 93,021 shares; 2025Q2: 94,674 shares; 2025Q3: 105,494 shares; 2025Q4: 110,339 shares 110,339 $37.1M 0.23% +4,845 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,882 shares; 2024Q4: 342,280 shares; 2025Q1: 497,311 shares; 2025Q2: 816,864 shares; 2025Q3: 973,563 shares; 2025Q4: 905,359 shares 905,359 $36.9M 0.23% -68,204 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 984,277 shares; 2025Q1: 1,243,326 shares; 2025Q2: 1,222,897 shares; 2025Q3: 1,242,298 shares; 2025Q4: 1,336,103 shares 1,336,103 $36.7M 0.23% +93,805 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977,762 shares; 2024Q4: 955,723 shares; 2025Q1: 900,471 shares; 2025Q2: 1,049,989 shares; 2025Q3: 919,464 shares; 2025Q4: 689,923 shares 689,923 $36.7M 0.23% -229,541 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,711 shares; 2024Q4: 177,637 shares; 2025Q1: 195,060 shares; 2025Q2: 204,357 shares; 2025Q3: 220,421 shares; 2025Q4: 234,240 shares 234,240 $36.1M 0.22% +13,819 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,760 shares; 2024Q4: 393,505 shares; 2025Q1: 380,363 shares; 2025Q2: 367,033 shares; 2025Q3: 404,477 shares; 2025Q4: 439,095 shares 439,095 $35.6M 0.22% +34,618 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,195 shares; 2024Q4: 134,883 shares; 2025Q1: 127,407 shares; 2025Q2: 144,849 shares; 2025Q3: 157,114 shares; 2025Q4: 165,522 shares 165,522 $35.1M 0.22% +8,408 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,675 shares; 2024Q4: 98,172 shares; 2025Q1: 96,299 shares; 2025Q2: 95,562 shares; 2025Q3: 96,191 shares; 2025Q4: 144,447 shares 144,447 $34.8M 0.22% +48,256 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,386 shares; 2024Q4: 219,664 shares; 2025Q1: 236,599 shares; 2025Q2: 262,330 shares; 2025Q3: 288,771 shares; 2025Q4: 316,647 shares 316,647 $34.8M 0.22% +27,876 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,826 shares; 2024Q4: 165,645 shares; 2025Q1: 152,217 shares; 2025Q2: 142,630 shares; 2025Q3: 141,383 shares; 2025Q4: 103,907 shares 103,907 $34.3M 0.21% -37,476 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,348 shares; 2024Q4: 1,132,942 shares; 2025Q1: 1,192,470 shares; 2025Q2: 1,136,982 shares; 2025Q3: 1,258,897 shares; 2025Q4: 1,208,270 shares 1,208,270 $34M 0.21% -50,627 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,913 shares; 2024Q4: 114,489 shares; 2025Q1: 114,492 shares; 2025Q2: 105,833 shares; 2025Q3: 108,922 shares; 2025Q4: 111,839 shares 111,839 $34M 0.21% +2,917 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,891 shares; 2024Q4: 384,228 shares; 2025Q1: 451,804 shares; 2025Q2: 502,645 shares; 2025Q3: 368,982 shares; 2025Q4: 398,119 shares 398,119 $32.7M 0.2% +29,137 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,225 shares; 2024Q4: 109,611 shares; 2025Q1: 98,696 shares; 2025Q2: 85,361 shares; 2025Q3: 83,719 shares; 2025Q4: 87,655 shares 87,655 $32.4M 0.2% +3,936 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,300 shares; 2024Q4: 123,493 shares; 2025Q1: 101,190 shares; 2025Q2: 88,625 shares; 2025Q3: 92,758 shares; 2025Q4: 99,661 shares 99,661 $31.7M 0.2% +6,903 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,268 shares; 2024Q4: 101,039 shares; 2025Q1: 147,201 shares; 2025Q2: 150,422 shares; 2025Q3: 130,011 shares; 2025Q4: 107,559 shares 107,559 $31.7M 0.2% -22,452 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,326 shares; 2024Q4: 16,607 shares; 2025Q1: 16,225 shares; 2025Q2: 16,456 shares; 2025Q3: 22,061 shares; 2025Q4: 610,203 shares 610,203 $31.6M 0.2% +588,142 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535,031 shares; 2024Q4: 1,384,450 shares; 2025Q1: 1,274,969 shares; 2025Q2: 1,627,120 shares; 2025Q3: 1,642,790 shares; 2025Q4: 1,325,288 shares 1,325,288 $31.6M 0.2% -317,502 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,861 shares; 2024Q4: 89,207 shares; 2025Q1: 90,788 shares; 2025Q2: 94,987 shares; 2025Q3: 92,667 shares; 2025Q4: 95,089 shares 95,089 $31.1M 0.19% +2,422 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,433 shares; 2024Q4: 127,355 shares; 2025Q1: 123,589 shares; 2025Q2: 135,221 shares; 2025Q3: 155,758 shares; 2025Q4: 169,171 shares 169,171 $31M 0.19% +13,413 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,661 shares; 2024Q4: 79,853 shares; 2025Q1: 75,712 shares; 2025Q2: 86,285 shares; 2025Q3: 84,523 shares; 2025Q4: 90,072 shares 90,072 $30.4M 0.19% +5,549 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,538 shares; 2024Q4: 165,248 shares; 2025Q1: 189,272 shares; 2025Q2: 235,308 shares; 2025Q3: 202,084 shares; 2025Q4: 230,164 shares 230,164 $30.3M 0.19% +28,080 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,286 shares; 2024Q4: 279,197 shares; 2025Q1: 253,459 shares; 2025Q2: 231,513 shares; 2025Q3: 252,909 shares; 2025Q4: 282,910 shares 282,910 $29.8M 0.19% +30,001 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,479 shares; 2024Q4: 195,090 shares; 2025Q1: 193,827 shares; 2025Q2: 261,754 shares; 2025Q3: 273,056 shares; 2025Q4: 285,943 shares 285,943 $29.5M 0.18% +12,887 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,575 shares; 2024Q4: 354,595 shares; 2025Q1: 337,011 shares; 2025Q2: 315,468 shares; 2025Q3: 324,962 shares; 2025Q4: 253,048 shares 253,048 $28.8M 0.18% -71,914 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,564 shares; 2024Q4: 188,397 shares; 2025Q1: 231,937 shares; 2025Q2: 222,306 shares; 2025Q3: 223,861 shares; 2025Q4: 228,832 shares 228,832 $28.7M 0.18% +4,971 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,884 shares; 2024Q4: 47,227 shares; 2025Q1: 49,716 shares; 2025Q2: 50,889 shares; 2025Q3: 54,186 shares; 2025Q4: 302,350 shares 302,350 $28.3M 0.18% +248,164 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,147 shares; 2024Q4: 105,556 shares; 2025Q1: 133,232 shares; 2025Q2: 151,529 shares; 2025Q3: 80,085 shares; 2025Q4: 95,461 shares 95,461 $28.3M 0.18% +15,376 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,826 shares; 2024Q4: 110,001 shares; 2025Q1: 111,484 shares; 2025Q2: 109,437 shares; 2025Q3: 117,280 shares; 2025Q4: 128,376 shares 128,376 $28.2M 0.18% +11,096 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,239 shares; 2024Q4: 73,784 shares; 2025Q1: 57,005 shares; 2025Q2: 37,243 shares; 2025Q3: 40,357 shares; 2025Q4: 41,850 shares 41,850 $27.3M 0.17% +1,493 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,389 shares; 2024Q4: 68,024 shares; 2025Q1: 131,275 shares; 2025Q2: 201,630 shares; 2025Q3: 248,125 shares; 2025Q4: 233,351 shares 233,351 $27.1M 0.17% -14,774 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,748 shares; 2024Q4: 87,097 shares; 2025Q1: 99,981 shares; 2025Q2: 97,899 shares; 2025Q3: 104,351 shares; 2025Q4: 137,817 shares 137,817 $26.9M 0.17% +33,466 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,644 shares; 2024Q4: 200,190 shares; 2025Q1: 198,000 shares; 2025Q2: 182,957 shares; 2025Q3: 192,922 shares; 2025Q4: 200,562 shares 200,562 $26.8M 0.17% +7,640 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,132 shares; 2024Q4: 963,139 shares; 2025Q1: 1,027,490 shares; 2025Q2: 924,964 shares; 2025Q3: 960,681 shares; 2025Q4: 822,291 shares 822,291 $26.8M 0.17% -138,390 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,301 shares; 2024Q4: 1,635,224 shares; 2025Q1: 1,673,096 shares; 2025Q2: 1,452,320 shares; 2025Q3: 1,430,232 shares; 2025Q4: 966,349 shares 966,349 $26.5M 0.16% -463,883 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,260 shares; 2024Q4: 66,007 shares; 2025Q1: 55,498 shares; 2025Q2: 56,087 shares; 2025Q3: 61,626 shares; 2025Q4: 62,733 shares 62,733 $26.5M 0.16% +1,107 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,126 shares; 2024Q4: 229,405 shares; 2025Q1: 226,628 shares; 2025Q2: 201,995 shares; 2025Q3: 210,105 shares; 2025Q4: 211,550 shares 211,550 $25.5M 0.16% +1,445 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,608 shares; 2024Q4: 156,197 shares; 2025Q1: 177,073 shares; 2025Q2: 172,661 shares; 2025Q3: 124,601 shares; 2025Q4: 127,406 shares 127,406 $24.4M 0.15% +2,805 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,898 shares; 2024Q4: 337,007 shares; 2025Q1: 409,603 shares; 2025Q2: 328,360 shares; 2025Q3: 336,081 shares; 2025Q4: 305,619 shares 305,619 $24.3M 0.15% -30,462 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501,156 shares; 2025Q1: 228,106 shares; 2025Q2: 186,592 shares; 2025Q3: 250,716 shares; 2025Q4: 184,872 shares 184,872 $24.2M 0.15% -65,844 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,699 shares; 2024Q4: 264,666 shares; 2025Q1: 295,906 shares; 2025Q2: 323,901 shares; 2025Q3: 295,953 shares; 2025Q4: 367,238 shares 367,238 $23.4M 0.15% +71,285 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,519 shares; 2024Q4: 250,461 shares; 2025Q1: 250,952 shares; 2025Q2: 317,356 shares; 2025Q3: 339,397 shares; 2025Q4: 329,773 shares 329,773 $23.1M 0.14% -9,624 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,716 shares; 2024Q4: 136,011 shares; 2025Q1: 145,269 shares; 2025Q2: 95,906 shares; 2025Q3: 117,581 shares; 2025Q4: 106,994 shares 106,994 $22.9M 0.14% -10,587 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 4,806 shares; 2025Q1: 176,617 shares; 2025Q2: 176,648 shares; 2025Q3: 172,783 shares; 2025Q4: 178,148 shares 178,148 $22.8M 0.14% +5,365 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,786 shares; 2024Q4: 69,216 shares; 2025Q1: 68,042 shares; 2025Q2: 67,921 shares; 2025Q3: 68,597 shares; 2025Q4: 63,066 shares 63,066 $22.7M 0.14% -5,531 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,966 shares; 2024Q4: 133,969 shares; 2025Q1: 129,457 shares; 2025Q2: 111,648 shares; 2025Q3: 98,968 shares; 2025Q4: 97,967 shares 97,967 $22.7M 0.14% -1,001 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,434 shares; 2024Q4: 681,400 shares; 2025Q1: 788,938 shares; 2025Q2: 803,491 shares; 2025Q3: 814,252 shares; 2025Q4: 833,139 shares 833,139 $22.5M 0.14% +18,887 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,718 shares; 2024Q4: 145,567 shares; 2025Q1: 160,642 shares; 2025Q2: 255,588 shares; 2025Q3: 283,533 shares; 2025Q4: 261,962 shares 261,962 $22.3M 0.14% -21,571 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964,826 shares; 2024Q4: 995,288 shares; 2025Q1: 1,099,575 shares; 2025Q2: 1,175,418 shares; 2025Q3: 1,269,611 shares; 2025Q4: 1,216,266 shares 1,216,266 $21.5M 0.13% -53,345 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,257 shares; 2025Q1: 16,051 shares; 2025Q2: 15,638 shares; 2025Q3: 15,871 shares; 2025Q4: 20,014 shares 20,014 $21.4M 0.13% +4,143 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,395 shares; 2024Q4: 129,832 shares; 2025Q1: 132,790 shares; 2025Q2: 134,925 shares; 2025Q3: 138,209 shares; 2025Q4: 136,667 shares 136,667 $20.8M 0.13% -1,542 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,217 shares; 2024Q4: 56,310 shares; 2025Q1: 53,303 shares; 2025Q2: 58,268 shares; 2025Q3: 57,314 shares; 2025Q4: 68,786 shares 68,786 $20.7M 0.13% +11,472 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,792 shares; 2024Q4: 31,856 shares; 2025Q1: 34,637 shares; 2025Q2: 36,691 shares; 2025Q3: 36,583 shares; 2025Q4: 39,140 shares 39,140 $20.5M 0.13% +2,557 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 4,336 shares; 2025Q1: 4,417 shares; 2025Q2: 4,182 shares; 2025Q3: 5,469 shares; 2025Q4: 3,703 shares 3,703 $19.8M 0.12% -1,766 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,878 shares; 2024Q4: 787,067 shares; 2025Q1: 1,005,712 shares; 2025Q2: 739,243 shares; 2025Q3: 768,697 shares; 2025Q4: 775,292 shares 775,292 $19.3M 0.12% +6,595 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,668 shares; 2024Q4: 206,349 shares; 2025Q1: 171,340 shares; 2025Q2: 202,615 shares; 2025Q3: 243,087 shares; 2025Q4: 516,588 shares 516,588 $19.1M 0.12% +273,501 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,708 shares; 2024Q4: 166,145 shares; 2025Q1: 169,787 shares; 2025Q2: 188,547 shares; 2025Q3: 188,627 shares; 2025Q4: 181,631 shares 181,631 $18.9M 0.12% -6,996 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,458 shares; 2024Q4: 35,119 shares; 2025Q1: 32,978 shares; 2025Q2: 31,930 shares; 2025Q3: 33,980 shares; 2025Q4: 32,215 shares 32,215 $18.7M 0.12% -1,765 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799,036 shares; 2024Q4: 851,823 shares; 2025Q1: 1,168,056 shares; 2025Q2: 1,275,234 shares; 2025Q3: 1,334,368 shares; 2025Q4: 750,386 shares 750,386 $18.6M 0.12% -583,982 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,554 shares; 2024Q4: 297,522 shares; 2025Q1: 337,414 shares; 2025Q2: 274,209 shares; 2025Q3: 277,147 shares; 2025Q4: 215,772 shares 215,772 $18.5M 0.12% -61,375 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,634 shares; 2024Q4: 49,092 shares; 2025Q1: 53,809 shares; 2025Q2: 60,054 shares; 2025Q3: 66,252 shares; 2025Q4: 69,402 shares 69,402 $18.4M 0.11% +3,150 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,413 shares; 2024Q4: 127,094 shares; 2025Q1: 96,213 shares; 2025Q2: 98,334 shares; 2025Q3: 88,557 shares; 2025Q4: 135,958 shares 135,958 $18.4M 0.11% +47,401 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: restricted; 2024Q3: 21,251 shares; 2024Q4: 1,476 shares; 2025Q1: 27,006 shares; 2025Q2: 25,414 shares; 2025Q3: 68,756 shares; 2025Q4: 82,763 shares 82,763 $17.7M 0.11% +14,007 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,794 shares; 2024Q4: 109,789 shares; 2025Q1: 119,767 shares; 2025Q2: 192,208 shares; 2025Q3: 206,863 shares; 2025Q4: 217,879 shares 217,879 $17.6M 0.11% +11,016 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,629 shares; 2024Q4: 127,534 shares; 2025Q1: 127,465 shares; 2025Q2: 403,157 shares; 2025Q3: 482,056 shares; 2025Q4: 476,617 shares 476,617 $17.3M 0.11% -5,439 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,634 shares; 2024Q4: 274,355 shares; 2025Q1: 304,719 shares; 2025Q2: 313,972 shares; 2025Q3: 363,402 shares; 2025Q4: 339,070 shares 339,070 $17.2M 0.11% -24,332 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,534 shares; 2024Q4: 422,461 shares; 2025Q1: 436,194 shares; 2025Q2: 414,332 shares; 2025Q3: 411,283 shares; 2025Q4: 402,499 shares 402,499 $17.2M 0.11% -8,784 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 15,038 shares; 2025Q1: 16,341 shares; 2025Q2: 16,452 shares; 2025Q3: 16,155 shares; 2025Q4: 15,570 shares 15,570 $16.6M 0.1% -585 Timeline GRTUF GRANITE REAL ESTATE INVESTME More: the full row for GRANITE REAL ESTATE INVESTME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 410,644 shares; 2025Q1: 438,412 shares; 2025Q2: 359,747 shares; 2025Q3: 319,750 shares; 2025Q4: 280,012 shares 280,012 $16.6M 0.1% -39,738 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,810 shares; 2024Q4: 55,506 shares; 2025Q1: 58,155 shares; 2025Q2: 57,392 shares; 2025Q3: 64,995 shares; 2025Q4: 71,273 shares 71,273 $15.7M 0.1% +6,278 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,355 shares; 2024Q4: 33,195 shares; 2025Q1: 40,291 shares; 2025Q2: 45,594 shares; 2025Q3: 48,102 shares; 2025Q4: 46,643 shares 46,643 $15.6M 0.1% -1,459 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,977 shares; 2024Q4: 33,844 shares; 2025Q1: 34,963 shares; 2025Q2: 35,040 shares; 2025Q3: 35,741 shares; 2025Q4: 32,429 shares 32,429 $15.6M 0.1% -3,312 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,886 shares; 2024Q4: 158,439 shares; 2025Q1: 217,761 shares; 2025Q2: 267,743 shares; 2025Q3: 289,540 shares; 2025Q4: 315,113 shares 315,113 $15.3M 0.1% +25,573 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,589 shares; 2024Q4: 130,093 shares; 2025Q1: 147,191 shares; 2025Q2: 151,093 shares; 2025Q3: 160,063 shares; 2025Q4: 159,134 shares 159,134 $15.3M 0.1% -929 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,060 shares; 2024Q4: 20,162 shares; 2025Q1: 19,407 shares; 2025Q2: 21,518 shares; 2025Q3: 22,162 shares; 2025Q4: 18,580 shares 18,580 $15.2M 0.09% -3,582 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,423 shares; 2024Q4: 85,710 shares; 2025Q1: 81,032 shares; 2025Q2: 78,393 shares; 2025Q3: 66,227 shares; 2025Q4: 66,007 shares 66,007 $15.1M 0.09% -220 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,289 shares; 2024Q4: 60,758 shares; 2025Q1: 61,914 shares; 2025Q2: 59,808 shares; 2025Q3: 58,604 shares; 2025Q4: 48,039 shares 48,039 $15M 0.09% -10,565 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,554 shares; 2024Q4: 57,684 shares; 2025Q1: 58,601 shares; 2025Q2: 120,805 shares; 2025Q3: 130,390 shares; 2025Q4: 156,875 shares 156,875 $15M 0.09% +26,485 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,349 shares; 2024Q4: 57,156 shares; 2025Q1: 56,569 shares; 2025Q2: 57,090 shares; 2025Q3: 52,944 shares; 2025Q4: 95,685 shares 95,685 $14.8M 0.09% +42,741 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,450 shares; 2024Q4: 41,313 shares; 2025Q1: 48,725 shares; 2025Q2: 42,713 shares; 2025Q3: 66,945 shares; 2025Q4: 72,026 shares 72,026 $14.8M 0.09% +5,081 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 4,242 shares; 2025Q1: 2,722 shares; 2025Q2: 2,697 shares; 2025Q3: 3,155 shares; 2025Q4: 181,090 shares 181,090 $14.7M 0.09% +177,935 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 448 shares; 2025Q1: 538 shares; 2025Q2: 50,759 shares; 2025Q3: 43,774 shares; 2025Q4: 130,162 shares 130,162 $14.7M 0.09% +86,388 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 14,429 shares; 2025Q1: 11,017 shares; 2025Q2: 10,266 shares; 2025Q3: 11,081 shares; 2025Q4: 11,987 shares 11,987 $14.6M 0.09% +906 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,481 shares; 2024Q4: 42,751 shares; 2025Q1: 40,646 shares; 2025Q2: 40,780 shares; 2025Q3: 39,937 shares; 2025Q4: 33,367 shares 33,367 $14.2M 0.09% -6,570 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,007 shares; 2024Q4: 62,096 shares; 2025Q1: 65,125 shares; 2025Q2: 70,704 shares; 2025Q3: 52,842 shares; 2025Q4: 64,994 shares 64,994 $14.1M 0.09% +12,152 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,783 shares; 2024Q4: 37,918 shares; 2025Q1: 38,524 shares; 2025Q2: 38,866 shares; 2025Q3: 34,723 shares; 2025Q4: 35,775 shares 35,775 $13.9M 0.09% +1,052 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,987 shares; 2024Q4: 22,139 shares; 2025Q1: 25,936 shares; 2025Q2: 37,925 shares; 2025Q3: 32,847 shares; 2025Q4: 48,790 shares 48,790 $13.9M 0.09% +15,943 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 6,732 shares; 2025Q1: 6,748 shares; 2025Q2: 102,320 shares; 2025Q3: 145,026 shares; 2025Q4: 147,789 shares 147,789 $13.5M 0.08% +2,763 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,895 shares; 2024Q4: 82,836 shares; 2025Q1: 87,825 shares; 2025Q2: 150,076 shares; 2025Q3: 158,517 shares; 2025Q4: 157,856 shares 157,856 $13.2M 0.08% -661 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,638 shares; 2025Q1: 3,007 shares; 2025Q2: 3,129 shares; 2025Q3: 5,134 shares; 2025Q4: 46,378 shares 46,378 $13.1M 0.08% +41,244 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,002 shares; 2024Q4: 116,763 shares; 2025Q1: 83,188 shares; 2025Q2: 103,366 shares; 2025Q3: 93,233 shares; 2025Q4: 91,229 shares 91,229 $13.1M 0.08% -2,004 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,445 shares; 2024Q4: 65,848 shares; 2025Q1: 55,347 shares; 2025Q2: 60,460 shares; 2025Q3: 61,706 shares; 2025Q4: 60,186 shares 60,186 $12.8M 0.08% -1,520 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,470 shares; 2024Q4: 157,014 shares; 2025Q1: 231,165 shares; 2025Q2: 290,527 shares; 2025Q3: 326,263 shares; 2025Q4: 383,643 shares 383,643 $12.7M 0.08% +57,380 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,465 shares; 2024Q4: 55,598 shares; 2025Q1: 70,711 shares; 2025Q2: 54,840 shares; 2025Q3: 108,725 shares; 2025Q4: 55,036 shares 55,036 $12.6M 0.08% -53,689 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,624 shares; 2024Q4: 102,126 shares; 2025Q1: 111,144 shares; 2025Q2: 139,848 shares; 2025Q3: 142,212 shares; 2025Q4: 156,619 shares 156,619 $12.4M 0.08% +14,407 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,678 shares; 2024Q4: 122,746 shares; 2025Q1: 120,150 shares; 2025Q2: 120,741 shares; 2025Q3: 119,111 shares; 2025Q4: 120,495 shares 120,495 $12.1M 0.08% +1,384 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,331 shares; 2024Q4: 31,039 shares; 2025Q1: 22,732 shares; 2025Q2: 23,691 shares; 2025Q3: 23,243 shares; 2025Q4: 25,346 shares 25,346 $11.9M 0.07% +2,103 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,886 shares; 2025Q1: 34,401 shares; 2025Q2: 31,617 shares; 2025Q3: 27,790 shares; 2025Q4: 68,335 shares 68,335 $11.7M 0.07% +40,545 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,091 shares; 2024Q4: 29,013 shares; 2025Q1: 713 shares; 2025Q2: 2,505 shares; 2025Q3: 21,249 shares; 2025Q4: 17,277 shares 17,277 $11.6M 0.07% -3,972 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,439 shares; 2024Q4: 45,833 shares; 2025Q1: 52,709 shares; 2025Q2: 50,938 shares; 2025Q3: 60,546 shares; 2025Q4: 65,674 shares 65,674 $11.5M 0.07% +5,128 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,719 shares; 2024Q4: 94,796 shares; 2025Q1: 119,619 shares; 2025Q2: 89,753 shares; 2025Q3: 109,463 shares; 2025Q4: 131,357 shares 131,357 $11.5M 0.07% +21,894 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,706 shares; 2024Q4: 94,952 shares; 2025Q1: 89,762 shares; 2025Q2: 95,850 shares; 2025Q3: 95,890 shares; 2025Q4: 61,945 shares 61,945 $11.5M 0.07% -33,945 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,612 shares; 2025Q1: 9,025 shares; 2025Q2: 9,479 shares; 2025Q3: 10,780 shares; 2025Q4: 11,297 shares 11,297 $11.4M 0.07% +517 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,053 shares; 2024Q4: 183,615 shares; 2025Q1: 172,719 shares; 2025Q2: 178,919 shares; 2025Q3: 163,266 shares; 2025Q4: 137,078 shares 137,078 $11.2M 0.07% -26,188 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,036 shares; 2024Q4: 155,301 shares; 2025Q1: 159,240 shares; 2025Q2: 160,214 shares; 2025Q3: 154,560 shares; 2025Q4: 175,380 shares 175,380 $11M 0.07% +20,820 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,799 shares; 2024Q4: 23,215 shares; 2025Q1: 25,256 shares; 2025Q2: 26,363 shares; 2025Q3: 21,721 shares; 2025Q4: 23,267 shares 23,267 $10.8M 0.07% +1,546 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,782 shares; 2024Q4: 75,001 shares; 2025Q1: 75,880 shares; 2025Q2: 87,161 shares; 2025Q3: 88,884 shares; 2025Q4: 88,971 shares 88,971 $10.7M 0.07% +87 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 4,347 shares; 2025Q1: 6,193 shares; 2025Q2: 4,635 shares; 2025Q3: 9,532 shares; 2025Q4: 47,196 shares 47,196 $10.6M 0.07% +37,664 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,971 shares; 2024Q4: 65,396 shares; 2025Q1: 72,531 shares; 2025Q2: 73,724 shares; 2025Q3: 80,713 shares; 2025Q4: 82,434 shares 82,434 $10.5M 0.07% +1,721 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,105 shares; 2024Q4: 196,774 shares; 2025Q1: 217,770 shares; 2025Q2: 111,178 shares; 2025Q3: 118,683 shares; 2025Q4: 112,342 shares 112,342 $10.5M 0.07% -6,341 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,044 shares; 2024Q4: 59,040 shares; 2025Q1: 61,533 shares; 2025Q2: 115,238 shares; 2025Q3: 120,072 shares; 2025Q4: 107,263 shares 107,263 $10.4M 0.06% -12,809 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,987 shares; 2024Q4: 124,941 shares; 2025Q1: 74,055 shares; 2025Q2: 74,944 shares; 2025Q3: 74,992 shares; 2025Q4: 77,306 shares 77,306 $10.3M 0.06% +2,314 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,590 shares; 2024Q4: 53,293 shares; 2025Q1: 46,144 shares; 2025Q2: 53,582 shares; 2025Q3: 58,026 shares; 2025Q4: 54,867 shares 54,867 $9.94M 0.06% -3,159 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,009 shares; 2024Q4: 98,606 shares; 2025Q1: 104,640 shares; 2025Q2: 83,747 shares; 2025Q3: 84,184 shares; 2025Q4: 89,630 shares 89,630 $9.88M 0.06% +5,446 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,413 shares; 2024Q4: 216,394 shares; 2025Q1: 210,528 shares; 2025Q2: 212,930 shares; 2025Q3: 213,102 shares; 2025Q4: 177,371 shares 177,371 $9.54M 0.06% -35,731 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,448 shares; 2024Q4: 185,819 shares; 2025Q1: 99,760 shares; 2025Q2: 177,044 shares; 2025Q3: 500,982 shares; 2025Q4: 478,434 shares 478,434 $9.4M 0.06% -22,548 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,714 shares; 2024Q4: 90,536 shares; 2025Q1: 126,386 shares; 2025Q2: 66,158 shares; 2025Q3: 111,991 shares; 2025Q4: 106,245 shares 106,245 $9.26M 0.06% -5,746 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,774 shares; 2024Q4: 56,426 shares; 2025Q1: 66,029 shares; 2025Q2: 98,973 shares; 2025Q3: 172,854 shares; 2025Q4: 143,452 shares 143,452 $9.24M 0.06% -29,402 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506,592 shares; 2025Q2: 519,442 shares; 2025Q3: 512,933 shares; 2025Q4: 528,135 shares 528,135 $9.24M 0.06% +15,202 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,733 shares; 2024Q4: 130,785 shares; 2025Q1: 137,695 shares; 2025Q2: 143,024 shares; 2025Q3: 130,220 shares; 2025Q4: 129,312 shares 129,312 $8.98M 0.06% -908 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,185 shares; 2024Q4: 198,351 shares; 2025Q1: 168,430 shares; 2025Q2: 157,233 shares; 2025Q3: 161,464 shares; 2025Q4: 152,370 shares 152,370 $8.79M 0.05% -9,094 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,651 shares; 2024Q4: 28,416 shares; 2025Q1: 25,998 shares; 2025Q2: 19,545 shares; 2025Q3: 14,638 shares; 2025Q4: 15,437 shares 15,437 $8.74M 0.05% +799 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,864 shares; 2024Q4: 202,917 shares; 2025Q1: 206,283 shares; 2025Q2: 182,480 shares; 2025Q3: 168,862 shares; 2025Q4: 157,756 shares 157,756 $8.42M 0.05% -11,106 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,004 shares; 2024Q4: 61,999 shares; 2025Q1: 42,610 shares; 2025Q2: 39,341 shares; 2025Q3: 32,057 shares; 2025Q4: 31,347 shares 31,347 $8.41M 0.05% -710 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,610 shares; 2024Q4: 98,192 shares; 2025Q1: 115,244 shares; 2025Q2: 153,078 shares; 2025Q3: 164,215 shares; 2025Q4: 182,664 shares 182,664 $8.41M 0.05% +18,449 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,352 shares; 2024Q4: 27,447 shares; 2025Q1: 13,649 shares; 2025Q2: 12,802 shares; 2025Q3: 22,360 shares; 2025Q4: 23,991 shares 23,991 $8.39M 0.05% +1,631 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,939 shares; 2024Q4: 139,487 shares; 2025Q1: 151,744 shares; 2025Q2: 145,692 shares; 2025Q3: 152,488 shares; 2025Q4: 152,117 shares 152,117 $8.33M 0.05% -371 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 15,895 shares; 2025Q1: 18,102 shares; 2025Q2: 16,836 shares; 2025Q3: 20,454 shares; 2025Q4: 54,215 shares 54,215 $8.3M 0.05% +33,761 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 633 shares; 2025Q1: 272,388 shares; 2025Q2: 291,926 shares; 2025Q3: 298,034 shares; 2025Q4: 323,671 shares 323,671 $8.23M 0.05% +25,637 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,565 shares; 2025Q4: 258,969 shares 258,969 $8.18M 0.05% +200,404 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,802 shares; 2024Q4: 89,514 shares; 2025Q1: 76,172 shares; 2025Q2: 77,467 shares; 2025Q3: 87,858 shares; 2025Q4: 95,053 shares 95,053 $8.13M 0.05% +7,195 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,682 shares; 2024Q4: 73,904 shares; 2025Q1: 78,238 shares; 2025Q2: 78,836 shares; 2025Q3: 84,128 shares; 2025Q4: 86,352 shares 86,352 $8.11M 0.05% +2,224 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 312,408 shares; 2025Q2: 314,996 shares; 2025Q3: 320,597 shares; 2025Q4: 167,749 shares 167,749 $8.07M 0.05% -152,848 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207,735 shares; 2025Q3: 222,884 shares; 2025Q4: 222,958 shares 222,958 $7.88M 0.05% +74 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,256 shares; 2024Q4: 223,373 shares; 2025Q1: 215,292 shares; 2025Q2: 97,169 shares; 2025Q3: 95,710 shares; 2025Q4: 97,996 shares 97,996 $7.87M 0.05% +2,286 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,632 shares; 2024Q4: 86,148 shares; 2025Q1: 98,203 shares; 2025Q2: 38,716 shares; 2025Q3: 42,510 shares; 2025Q4: 38,374 shares 38,374 $7.79M 0.05% -4,136 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,197 shares; 2024Q4: 1,149,574 shares; 2025Q1: 1,262,629 shares; 2025Q2: 1,269,433 shares; 2025Q3: 1,313,132 shares; 2025Q4: 1,258,625 shares 1,258,625 $7.73M 0.05% -54,507 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,824 shares; 2024Q4: 120,633 shares; 2025Q1: 134,000 shares; 2025Q2: 146,060 shares; 2025Q3: 143,823 shares; 2025Q4: 169,009 shares 169,009 $7.71M 0.05% +25,186 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,626 shares; 2024Q4: 79,599 shares; 2025Q1: 85,410 shares; 2025Q2: 87,952 shares; 2025Q3: 82,195 shares; 2025Q4: 74,978 shares 74,978 $7.56M 0.05% -7,217 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,747 shares; 2024Q4: 33,022 shares; 2025Q1: 47,878 shares; 2025Q2: 54,534 shares; 2025Q3: 56,433 shares; 2025Q4: 58,344 shares 58,344 $7.53M 0.05% +1,911 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,968 shares; 2024Q4: 89,544 shares; 2025Q1: 76,917 shares; 2025Q2: 60,336 shares; 2025Q3: 84,906 shares; 2025Q4: 88,287 shares 88,287 $7.44M 0.05% +3,381 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,785 shares; 2024Q4: 81,205 shares; 2025Q1: 120,640 shares; 2025Q2: 168,004 shares; 2025Q3: 198,199 shares; 2025Q4: 311,286 shares 311,286 $7.35M 0.05% +113,087 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,682 shares; 2024Q4: 4,125 shares; 2025Q1: 4,920 shares; 2025Q2: 3,788 shares; 2025Q3: 44,304 shares; 2025Q4: 45,704 shares 45,704 $7.32M 0.05% +1,400 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,942 shares; 2024Q4: 25,675 shares; 2025Q1: 25,482 shares; 2025Q2: 25,083 shares; 2025Q3: 87,410 shares; 2025Q4: 91,394 shares 91,394 $7.22M 0.04% +3,984 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 19,378 shares; 2025Q1: 21,150 shares; 2025Q2: 4,930 shares; 2025Q3: 1,141 shares; 2025Q4: 44,534 shares 44,534 $7.21M 0.04% +43,393 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 4,822 shares; 2025Q1: 5,926 shares; 2025Q2: 4,660 shares; 2025Q3: 114,747 shares; 2025Q4: 122,404 shares 122,404 $7.19M 0.04% +7,657 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 4,232 shares; 2025Q1: 9,142 shares; 2025Q2: 91,625 shares; 2025Q3: 97,679 shares; 2025Q4: 100,423 shares 100,423 $7.17M 0.04% +2,744 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,526 shares; 2025Q2: 35,184 shares; 2025Q3: 38,340 shares; 2025Q4: 41,195 shares 41,195 $7.14M 0.04% +2,855 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,741 shares; 2024Q4: 61,020 shares; 2025Q1: 58,337 shares; 2025Q2: 64,972 shares; 2025Q3: 67,407 shares; 2025Q4: 69,230 shares 69,230 $7.1M 0.04% +1,823 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,363 shares; 2024Q4: 25,011 shares; 2025Q1: 29,345 shares; 2025Q2: 61,378 shares; 2025Q3: 62,770 shares; 2025Q4: 70,235 shares 70,235 $7.05M 0.04% +7,465 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 328,548 shares; 2025Q3: 500,590 shares; 2025Q4: 598,249 shares 598,249 $7.02M 0.04% +97,659 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,946 shares; 2024Q4: 16,258 shares; 2025Q1: 4,649 shares; 2025Q2: 11,683 shares; 2025Q3: 12,593 shares; 2025Q4: 11,424 shares 11,424 $6.99M 0.04% -1,169 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,093 shares; 2025Q1: 2,367 shares; 2025Q2: 15,319 shares; 2025Q3: 15,371 shares; 2025Q4: 28,335 shares 28,335 $6.87M 0.04% +12,964 Timeline SLSR SOLARIS RES INC More: the full row for SOLARIS RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700,422 shares; 2024Q4: 1,585,865 shares; 2025Q1: 1,341,008 shares; 2025Q2: 1,259,833 shares; 2025Q3: 973,614 shares; 2025Q4: 850,553 shares 850,553 $6.77M 0.04% -123,061 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,543 shares; 2024Q4: 92,451 shares; 2025Q1: 148,704 shares; 2025Q2: 153,387 shares; 2025Q3: 158,513 shares; 2025Q4: 24,453 shares 24,453 $6.73M 0.04% -134,060 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,094 shares; 2024Q4: 78,697 shares; 2025Q1: 91,920 shares; 2025Q2: 75,965 shares; 2025Q3: 72,432 shares; 2025Q4: 76,999 shares 76,999 $6.72M 0.04% +4,567 Timeline BBUC BROOKFIELD BUSINESS HOLDINGS More: the full row for BROOKFIELD BUSINESS HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,040 shares; 2024Q4: 204,565 shares; 2025Q1: 208,599 shares; 2025Q2: 183,080 shares; 2025Q3: 177,223 shares; 2025Q4: 173,838 shares 173,838 $6.65M 0.04% -3,385 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 209,019 shares; 2025Q3: 96,552 shares; 2025Q4: 187,891 shares 187,891 $6.61M 0.04% +91,339 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,882 shares; 2024Q4: 19,731 shares; 2025Q1: 20,069 shares; 2025Q2: 28,870 shares; 2025Q3: 36,275 shares; 2025Q4: 38,062 shares 38,062 $6.6M 0.04% +1,787 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 14,948 shares; 2025Q1: 12,456 shares; 2025Q2: 56,459 shares; 2025Q3: 82,898 shares; 2025Q4: 83,647 shares 83,647 $6.58M 0.04% +749 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,335 shares; 2024Q4: 34,972 shares; 2025Q1: 36,060 shares; 2025Q2: 89,734 shares; 2025Q3: 95,645 shares; 2025Q4: 101,328 shares 101,328 $6.52M 0.04% +5,683 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,955 shares; 2024Q4: 12,052 shares; 2025Q1: 11,616 shares; 2025Q2: 11,404 shares; 2025Q3: 12,084 shares; 2025Q4: 11,791 shares 11,791 $6.5M 0.04% -293 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 93 shares; 2025Q1: 12,649 shares; 2025Q2: 13,184 shares; 2025Q3: 13,655 shares; 2025Q4: 14,563 shares 14,563 $6.5M 0.04% +908 EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,496 shares 119,496 $6.49M 0.04% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 24,563 shares; 2025Q1: 26,196 shares; 2025Q2: 28,131 shares; 2025Q3: 29,285 shares; 2025Q4: 31,643 shares 31,643 $6.26M 0.04% +2,358 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,941 shares; 2024Q4: 117,808 shares; 2025Q1: 100,968 shares; 2025Q2: 109,007 shares; 2025Q3: 103,386 shares; 2025Q4: 81,185 shares 81,185 $6.25M 0.04% -22,201 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,819 shares; 2024Q4: 35,023 shares; 2025Q1: 34,767 shares; 2025Q2: 36,643 shares; 2025Q3: 33,177 shares; 2025Q4: 23,864 shares 23,864 $6.13M 0.04% -9,313 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,245 shares; 2024Q4: 16,828 shares; 2025Q1: 16,951 shares; 2025Q2: 16,989 shares; 2025Q3: 18,672 shares; 2025Q4: 18,755 shares 18,755 $6.08M 0.04% +83 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,378 shares; 2024Q4: 42,062 shares; 2025Q1: 63,154 shares; 2025Q2: 141,775 shares; 2025Q3: 131,280 shares; 2025Q4: 119,160 shares 119,160 $6.03M 0.04% -12,120 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,945 shares; 2024Q4: 73,534 shares; 2025Q1: 74,010 shares; 2025Q2: 72,297 shares; 2025Q3: 68,052 shares; 2025Q4: 64,912 shares 64,912 $6.03M 0.04% -3,140 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,840 shares; 2024Q4: 153,270 shares; 2025Q1: 105,280 shares; 2025Q2: 81,013 shares; 2025Q3: 89,858 shares; 2025Q4: 81,142 shares 81,142 $5.96M 0.04% -8,716 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: 14,658 shares; 2025Q1: 14,294 shares; 2025Q2: 14,738 shares; 2025Q3: 12,885 shares; 2025Q4: 12,765 shares 12,765 $5.96M 0.04% -120 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,734 shares; 2024Q4: 37,312 shares; 2025Q1: 36,720 shares; 2025Q2: 34,622 shares; 2025Q3: 29,757 shares; 2025Q4: 28,849 shares 28,849 $5.93M 0.04% -908 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: restricted; 2024Q3: 67,329 shares; 2024Q4: 104,474 shares; 2025Q1: 80,224 shares; 2025Q2: 80,583 shares; 2025Q3: 70,554 shares; 2025Q4: 69,466 shares 69,466 $5.93M 0.04% -1,088 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,519 shares; 2024Q4: 172,830 shares; 2025Q1: 113,125 shares; 2025Q2: 134,082 shares; 2025Q3: 119,518 shares; 2025Q4: 192,636 shares 192,636 $5.85M 0.04% +73,118 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,626 shares; 2024Q4: 22,436 shares; 2025Q1: 22,525 shares; 2025Q2: 22,315 shares; 2025Q3: 22,148 shares; 2025Q4: 22,202 shares 22,202 $5.83M 0.04% +54 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: restricted; 2024Q3: 50,211 shares; 2024Q4: 59,365 shares; 2025Q1: 57,614 shares; 2025Q2: 43,179 shares; 2025Q3: 38,403 shares; 2025Q4: 63,703 shares 63,703 $5.82M 0.04% +25,300 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 5,223 shares; 2025Q1: 11,012 shares; 2025Q2: 12,696 shares; 2025Q3: 12,396 shares; 2025Q4: 18,429 shares 18,429 $5.8M 0.04% +6,033 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,227 shares; 2024Q4: 47,525 shares; 2025Q1: 54,294 shares; 2025Q2: 59,839 shares; 2025Q3: 61,475 shares; 2025Q4: 47,947 shares 47,947 $5.76M 0.04% -13,528 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,620 shares; 2025Q1: 52,620 shares; 2025Q2: 52,620 shares; 2025Q3: 60,600 shares; 2025Q4: 209,129 shares 209,129 $5.76M 0.04% +148,529 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,138 shares; 2025Q4: 16,999 shares 16,999 $5.75M 0.04% +6,861 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,286 shares; 2024Q4: 33,297 shares; 2025Q1: 43,209 shares; 2025Q2: 43,390 shares; 2025Q3: 44,071 shares; 2025Q4: 72,075 shares 72,075 $5.71M 0.04% +28,004 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 56,160 shares; 2025Q1: 74,127 shares; 2025Q2: 85,566 shares; 2025Q3: 92,417 shares; 2025Q4: 99,227 shares 99,227 $5.7M 0.04% +6,810 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,689 shares; 2024Q4: 45,924 shares; 2025Q1: 39,956 shares; 2025Q2: 39,977 shares; 2025Q3: 36,463 shares; 2025Q4: 82,846 shares 82,846 $5.58M 0.03% +46,383 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,011 shares; 2024Q4: 215,579 shares; 2025Q1: 222,832 shares; 2025Q2: 148,901 shares; 2025Q3: 73,938 shares; 2025Q4: 57,732 shares 57,732 $5.55M 0.03% -16,206 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 25,448 shares; 2025Q1: 25,563 shares; 2025Q2: 25,799 shares; 2025Q3: 25,091 shares; 2025Q4: 24,234 shares 24,234 $5.53M 0.03% -857 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,800 shares; 2024Q4: 66,690 shares; 2025Q1: 64,210 shares; 2025Q2: 64,740 shares; 2025Q3: 115,285 shares; 2025Q4: 106,655 shares 106,655 $5.42M 0.03% -8,630 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,600 shares; 2025Q1: 5,188 shares; 2025Q2: 5,188 shares; 2025Q3: 5,247 shares; 2025Q4: 64,696 shares 64,696 $5.42M 0.03% +59,449 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,482 shares; 2024Q4: 30,599 shares; 2025Q1: 29,260 shares; 2025Q2: 29,211 shares; 2025Q3: 28,603 shares; 2025Q4: 28,841 shares 28,841 $5.35M 0.03% +238 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,860 shares; 2024Q4: 69,214 shares; 2025Q1: 26,071 shares; 2025Q2: 22,981 shares; 2025Q3: 26,176 shares; 2025Q4: 26,506 shares 26,506 $5.3M 0.03% +330 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 53 shares; 2025Q1: 27 shares; 2025Q2: 4,613 shares; 2025Q3: 9,196 shares; 2025Q4: 6,856 shares 6,856 $5.29M 0.03% -2,340 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,393 shares; 2024Q4: 83,485 shares; 2025Q1: 90,292 shares; 2025Q2: 105,353 shares; 2025Q3: 109,202 shares; 2025Q4: 33,741 shares 33,741 $5.22M 0.03% -75,461 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,002 shares; 2024Q4: 151,718 shares; 2025Q1: 148,534 shares; 2025Q2: not reported; 2025Q3: 116,335 shares; 2025Q4: 115,713 shares 115,713 $5.16M 0.03% -622 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,009 shares; 2024Q4: 90,109 shares; 2025Q1: 102,371 shares; 2025Q2: 99,770 shares; 2025Q3: 105,731 shares; 2025Q4: 100,025 shares 100,025 $5.15M 0.03% -5,706 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 241,668 shares; 2025Q2: 260,343 shares; 2025Q3: 273,664 shares; 2025Q4: 325,033 shares 325,033 $5.15M 0.03% +51,369 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,924 shares; 2024Q4: 62,060 shares; 2025Q1: 69,571 shares; 2025Q2: 95,087 shares; 2025Q3: 94,704 shares; 2025Q4: 99,659 shares 99,659 $5.13M 0.03% +4,955 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 29,343 shares; 2025Q1: 21,567 shares; 2025Q2: 20,483 shares; 2025Q3: 21,842 shares; 2025Q4: 22,543 shares 22,543 $5.04M 0.03% +701 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,043 shares; 2024Q4: 30,892 shares; 2025Q1: 32,114 shares; 2025Q2: 32,088 shares; 2025Q3: 29,523 shares; 2025Q4: 36,242 shares 36,242 $5.04M 0.03% +6,719 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 31,877 shares; 2025Q4: 32,120 shares 32,120 $5.04M 0.03% +243 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 33,572 shares; 2025Q1: 59,831 shares; 2025Q2: 61,527 shares; 2025Q3: 63,495 shares; 2025Q4: 66,777 shares 66,777 $5.04M 0.03% +3,282 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 8,303 shares; 2025Q1: 6,563 shares; 2025Q2: 27,372 shares; 2025Q3: 56,844 shares; 2025Q4: 56,206 shares 56,206 $5.03M 0.03% -638 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,331 shares; 2024Q4: 83,195 shares; 2025Q1: 90,100 shares; 2025Q2: 89,480 shares; 2025Q3: 89,913 shares; 2025Q4: 94,673 shares 94,673 $4.9M 0.03% +4,760 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,637 shares; 2025Q1: 8,739 shares; 2025Q2: 9,652 shares; 2025Q3: 9,665 shares; 2025Q4: 9,980 shares 9,980 $4.89M 0.03% +315 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 611 shares; 2025Q1: 584 shares; 2025Q2: 1,951 shares; 2025Q3: 6,741 shares; 2025Q4: 48,697 shares 48,697 $4.87M 0.03% +41,956 Timeline KWEB 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: restricted; 2024Q3: 18,688 shares; 2024Q4: 21,271 shares; 2025Q1: 15,841 shares; 2025Q2: 15,321 shares; 2025Q3: 154,117 shares; 2025Q4: 142,557 shares 142,557 $4.86M 0.03% -11,560 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,382 shares; 2025Q1: 14,175 shares; 2025Q2: 14,493 shares; 2025Q3: 18,049 shares; 2025Q4: 18,416 shares 18,416 $4.81M 0.03% +367 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,520 shares; 2024Q4: 22,143 shares; 2025Q1: 21,283 shares; 2025Q2: 21,310 shares; 2025Q3: 7,729 shares; 2025Q4: 9,934 shares 9,934 $4.8M 0.03% +2,205 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 3,003 shares; 2025Q1: 3,767 shares; 2025Q2: 4,254 shares; 2025Q3: 4,516 shares; 2025Q4: 13,597 shares 13,597 $4.8M 0.03% +9,081 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,557 shares; 2024Q4: 127,510 shares; 2025Q1: 127,654 shares; 2025Q2: 117,902 shares; 2025Q3: 120,711 shares; 2025Q4: 120,855 shares 120,855 $4.77M 0.03% +144 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,066 shares; 2024Q4: 14,586 shares; 2025Q1: 15,273 shares; 2025Q2: 18,079 shares; 2025Q3: 15,812 shares; 2025Q4: 16,381 shares 16,381 $4.73M 0.03% +569 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,438 shares; 2024Q4: 30,769 shares; 2025Q1: 37,211 shares; 2025Q2: 49,141 shares; 2025Q3: 51,352 shares; 2025Q4: 36,884 shares 36,884 $4.7M 0.03% -14,468 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,565 shares; 2025Q1: 5,787 shares; 2025Q2: 3,312 shares; 2025Q3: 5,740 shares; 2025Q4: 5,788 shares 5,788 $4.69M 0.03% +48 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,951 shares; 2024Q4: 41,209 shares; 2025Q1: 46,139 shares; 2025Q2: 47,930 shares; 2025Q3: 51,360 shares; 2025Q4: 51,708 shares 51,708 $4.67M 0.03% +348 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 39,659 shares; 2025Q2: 8,858 shares; 2025Q3: 50,614 shares; 2025Q4: 61,057 shares 61,057 $4.67M 0.03% +10,443 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,726 shares; 2024Q4: 25,905 shares; 2025Q1: 20,236 shares; 2025Q2: 20,270 shares; 2025Q3: 22,649 shares; 2025Q4: 22,340 shares 22,340 $4.65M 0.03% -309 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,419 shares; 2025Q2: 10,284 shares; 2025Q3: 10,710 shares; 2025Q4: 20,724 shares 20,724 $4.6M 0.03% +10,014 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 14,269 shares; 2025Q1: 6,099 shares; 2025Q2: 6,328 shares; 2025Q3: 12,529 shares; 2025Q4: 13,508 shares 13,508 $4.6M 0.03% +979 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,565 shares; 2024Q4: 448,155 shares; 2025Q1: 606,739 shares; 2025Q2: 563,421 shares; 2025Q3: 405,395 shares; 2025Q4: 346,582 shares 346,582 $4.55M 0.03% -58,813 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 6,653 shares; 2025Q1: 7,419 shares; 2025Q2: 7,773 shares; 2025Q3: 15,526 shares; 2025Q4: 15,664 shares 15,664 $4.5M 0.03% +138 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,445 shares; 2025Q1: 5,080 shares; 2025Q2: 6,515 shares; 2025Q3: 6,561 shares; 2025Q4: 5,950 shares 5,950 $4.48M 0.03% -611 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,622 shares; 2024Q4: 23,696 shares; 2025Q1: 23,753 shares; 2025Q2: 23,706 shares; 2025Q3: 23,709 shares; 2025Q4: 18,862 shares 18,862 $4.45M 0.03% -4,847 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,520 shares; 2024Q4: 41,839 shares; 2025Q1: 42,170 shares; 2025Q2: 46,422 shares; 2025Q3: 43,992 shares; 2025Q4: 46,309 shares 46,309 $4.45M 0.03% +2,317 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290,503 shares; 2025Q4: 309,258 shares 309,258 $4.43M 0.03% +18,755 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,439 shares; 2024Q4: 13,054 shares; 2025Q1: 15,923 shares; 2025Q2: 29,097 shares; 2025Q3: 19,812 shares; 2025Q4: 20,192 shares 20,192 $4.43M 0.03% +380 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 51,027 shares; 2025Q4: 60,976 shares 60,976 $4.37M 0.03% +9,949 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,512 shares; 2024Q4: 29,719 shares; 2025Q1: 30,530 shares; 2025Q2: 31,781 shares; 2025Q3: 46,975 shares; 2025Q4: 30,027 shares 30,027 $4.36M 0.03% -16,948 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 7,064 shares; 2025Q1: 7,194 shares; 2025Q2: 7,322 shares; 2025Q3: 7,695 shares; 2025Q4: 9,749 shares 9,749 $4.34M 0.03% +2,054 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,484 shares 23,484 $4.33M 0.03% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,475 shares; 2024Q4: 10,633 shares; 2025Q1: 10,771 shares; 2025Q2: 10,889 shares; 2025Q3: 10,917 shares; 2025Q4: 55,296 shares 55,296 $4.31M 0.03% +44,379 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,784 shares; 2024Q4: 32,592 shares; 2025Q1: 34,913 shares; 2025Q2: 40,516 shares; 2025Q3: 48,929 shares; 2025Q4: 60,132 shares 60,132 $4.29M 0.03% +11,203 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 12,367 shares; 2025Q1: 11,412 shares; 2025Q2: 9,751 shares; 2025Q3: 6,006 shares; 2025Q4: 6,449 shares 6,449 $4.27M 0.03% +443 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,987 shares; 2024Q4: 78,013 shares; 2025Q1: 137,954 shares; 2025Q2: 89,225 shares; 2025Q3: 99,368 shares; 2025Q4: 110,703 shares 110,703 $4.26M 0.03% +11,335 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,337 shares 165,337 $4.22M 0.03% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,790 shares; 2025Q4: 23,820 shares 23,820 $4.22M 0.03% +30 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,427 shares; 2024Q4: 63,832 shares; 2025Q1: 62,676 shares; 2025Q2: 62,425 shares; 2025Q3: 62,567 shares; 2025Q4: 62,957 shares 62,957 $4.22M 0.03% +390 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 7,510 shares; 2025Q1: 9,190 shares; 2025Q2: 10,514 shares; 2025Q3: 12,431 shares; 2025Q4: 13,915 shares 13,915 $4.15M 0.03% +1,484 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,300 shares; 2024Q4: 25,811 shares; 2025Q1: 26,265 shares; 2025Q2: 26,373 shares; 2025Q3: 20,605 shares; 2025Q4: 16,790 shares 16,790 $4.13M 0.03% -3,815 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,554 shares; 2024Q4: 111,893 shares; 2025Q1: 74,663 shares; 2025Q2: 85,627 shares; 2025Q3: 94,395 shares; 2025Q4: 103,055 shares 103,055 $4.08M 0.03% +8,660 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,501 shares; 2024Q4: 20,316 shares; 2025Q1: 16,920 shares; 2025Q2: 18,385 shares; 2025Q3: 23,313 shares; 2025Q4: 20,839 shares 20,839 $4.05M 0.03% -2,474 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,353 shares; 2024Q4: 33,459 shares; 2025Q1: 31,121 shares; 2025Q2: 38,368 shares; 2025Q3: 37,177 shares; 2025Q4: 40,378 shares 40,378 $4.03M 0.03% +3,201 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 629 shares; 2025Q1: 262 shares; 2025Q2: 278,275 shares; 2025Q3: 279,428 shares; 2025Q4: 299,322 shares 299,322 $4.03M 0.03% +19,894 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 23,166 shares; 2025Q1: 28,484 shares; 2025Q2: 17,212 shares; 2025Q3: 15,702 shares; 2025Q4: 32,046 shares 32,046 $4.01M 0.02% +16,344 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,456 shares; 2025Q1: 28,660 shares; 2025Q2: 28,735 shares; 2025Q3: 28,316 shares; 2025Q4: 29,022 shares 29,022 $4M 0.02% +706 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 5,815 shares; 2025Q1: 2,651 shares; 2025Q2: 2,051 shares; 2025Q3: 1,498 shares; 2025Q4: 23,680 shares 23,680 $4M 0.02% +22,182 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,792 shares; 2024Q4: 45,123 shares; 2025Q1: 16,012 shares; 2025Q2: 40,322 shares; 2025Q3: 41,342 shares; 2025Q4: 40,355 shares 40,355 $3.94M 0.02% -987 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,430 shares; 2024Q4: 60,416 shares; 2025Q1: 32,639 shares; 2025Q2: 16,776 shares; 2025Q3: 20,067 shares; 2025Q4: 19,837 shares 19,837 $3.94M 0.02% -230 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,720 shares; 2024Q4: 4,666 shares; 2025Q1: 4,453 shares; 2025Q2: 136,356 shares; 2025Q3: 202,868 shares; 2025Q4: 160,497 shares 160,497 $3.89M 0.02% -42,371 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,810 shares; 2024Q4: 23,462 shares; 2025Q1: 64,142 shares; 2025Q2: 98,780 shares; 2025Q3: 22,380 shares; 2025Q4: 24,180 shares 24,180 $3.88M 0.02% +1,800 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,677 shares; 2024Q4: 46,648 shares; 2025Q1: 47,360 shares; 2025Q2: 50,573 shares; 2025Q3: 55,791 shares; 2025Q4: 60,889 shares 60,889 $3.87M 0.02% +5,098 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 1,809 shares; 2025Q2: 58,261 shares; 2025Q3: 58,875 shares; 2025Q4: 59,968 shares 59,968 $3.85M 0.02% +1,093 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 7,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 71,434 shares 71,434 $3.85M 0.02% +70,992 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,821 shares; 2024Q4: 48,738 shares; 2025Q1: 53,290 shares; 2025Q2: 53,422 shares; 2025Q3: 58,860 shares; 2025Q4: 64,188 shares 64,188 $3.85M 0.02% +5,328 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,996 shares; 2024Q4: 32,691 shares; 2025Q1: 41,946 shares; 2025Q2: 43,370 shares; 2025Q3: 47,794 shares; 2025Q4: 52,115 shares 52,115 $3.82M 0.02% +4,321 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,603 shares; 2024Q4: 9,335 shares; 2025Q1: 4,922 shares; 2025Q2: 4,972 shares; 2025Q3: 4,907 shares; 2025Q4: 11,147 shares 11,147 $3.82M 0.02% +6,240 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,531 shares; 2025Q1: 68,486 shares; 2025Q2: 78,079 shares; 2025Q3: 81,089 shares; 2025Q4: 51,764 shares 51,764 $3.81M 0.02% -29,325 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,759 shares; 2024Q4: 78,715 shares; 2025Q1: 91,238 shares; 2025Q2: 124,231 shares; 2025Q3: 116,262 shares; 2025Q4: 126,252 shares 126,252 $3.77M 0.02% +9,990 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,274 shares; 2024Q4: 47,122 shares; 2025Q1: 27,697 shares; 2025Q2: 27,409 shares; 2025Q3: 16,035 shares; 2025Q4: 18,162 shares 18,162 $3.77M 0.02% +2,127 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,394 shares; 2024Q4: 29,549 shares; 2025Q1: 25,103 shares; 2025Q2: 34,866 shares; 2025Q3: 39,280 shares; 2025Q4: 31,841 shares 31,841 $3.75M 0.02% -7,439 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,410 shares; 2024Q4: 122,741 shares; 2025Q1: 113,538 shares; 2025Q2: 211,972 shares; 2025Q3: 291,669 shares; 2025Q4: 134,993 shares 134,993 $3.71M 0.02% -156,676 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 8,338 shares; 2025Q1: 6,864 shares; 2025Q2: 7,512 shares; 2025Q3: 8,647 shares; 2025Q4: 9,741 shares 9,741 $3.7M 0.02% +1,094 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,949 shares; 2024Q4: 17,418 shares; 2025Q1: 25,914 shares; 2025Q2: 28,133 shares; 2025Q3: 35,808 shares; 2025Q4: 85,962 shares 85,962 $3.67M 0.02% +50,154 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,038 shares; 2024Q4: 14,190 shares; 2025Q1: 14,070 shares; 2025Q2: 13,360 shares; 2025Q3: 13,474 shares; 2025Q4: 14,214 shares 14,214 $3.66M 0.02% +740 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,819 shares; 2024Q4: 35,896 shares; 2025Q1: 35,785 shares; 2025Q2: 12,302 shares; 2025Q3: 12,041 shares; 2025Q4: 12,702 shares 12,702 $3.65M 0.02% +661 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: 14,346 shares; 2025Q1: 11,702 shares; 2025Q2: 27,206 shares; 2025Q3: 12,468 shares; 2025Q4: 13,190 shares 13,190 $3.6M 0.02% +722 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,577 shares; 2024Q4: 9,723 shares; 2025Q1: 9,628 shares; 2025Q2: 10,420 shares; 2025Q3: 10,572 shares; 2025Q4: 74,538 shares 74,538 $3.6M 0.02% +63,966 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 23,615 shares; 2025Q1: 24,734 shares; 2025Q2: 25,921 shares; 2025Q3: 25,443 shares; 2025Q4: 27,183 shares 27,183 $3.6M 0.02% +1,740 Timeline QAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,687 shares; 2024Q4: 127,726 shares; 2025Q1: 139,016 shares; 2025Q2: 158,714 shares; 2025Q3: 175,045 shares; 2025Q4: 190,989 shares 190,989 $3.58M 0.02% +15,944 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,827 shares; 2024Q4: 53,580 shares; 2025Q1: 53,580 shares; 2025Q2: 105,643 shares; 2025Q3: 108,858 shares; 2025Q4: 110,994 shares 110,994 $3.56M 0.02% +2,136 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 76,499 shares; 2025Q4: 41,670 shares 41,670 $3.55M 0.02% -34,829 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,199 shares; 2024Q4: 37,377 shares; 2025Q1: 57,210 shares; 2025Q2: 47,801 shares; 2025Q3: 33,310 shares; 2025Q4: 53,819 shares 53,819 $3.55M 0.02% +20,509 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,244 shares; 2024Q4: 23,973 shares; 2025Q1: 27,797 shares; 2025Q2: 47,885 shares; 2025Q3: 47,338 shares; 2025Q4: 48,195 shares 48,195 $3.55M 0.02% +857 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,667 shares; 2024Q4: 59,247 shares; 2025Q1: 38,082 shares; 2025Q2: 31,189 shares; 2025Q3: 14,992 shares; 2025Q4: 18,840 shares 18,840 $3.54M 0.02% +3,848 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,692 shares; 2024Q4: 14,485 shares; 2025Q1: 24,336 shares; 2025Q2: 27,330 shares; 2025Q3: 27,067 shares; 2025Q4: 24,132 shares 24,132 $3.54M 0.02% -2,935 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 91,909 shares; 2025Q3: 131,626 shares; 2025Q4: 90,013 shares 90,013 $3.47M 0.02% -41,613 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,012 shares; 2024Q4: 20,276 shares; 2025Q1: 32,186 shares; 2025Q2: 34,721 shares; 2025Q3: 31,149 shares; 2025Q4: 27,429 shares 27,429 $3.45M 0.02% -3,720 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 9,319 shares; 2025Q1: 8,997 shares; 2025Q2: 9,468 shares; 2025Q3: 9,668 shares; 2025Q4: 9,337 shares 9,337 $3.45M 0.02% -331 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,202 shares; 2024Q4: 91,888 shares; 2025Q1: 102,554 shares; 2025Q2: 109,543 shares; 2025Q3: 120,413 shares; 2025Q4: 131,451 shares 131,451 $3.45M 0.02% +11,038 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,571 shares; 2024Q4: 10,304 shares; 2025Q1: 10,548 shares; 2025Q2: 10,054 shares; 2025Q3: 10,731 shares; 2025Q4: 11,017 shares 11,017 $3.44M 0.02% +286 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,624 shares 52,624 $3.44M 0.02% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,802 shares 70,802 $3.44M 0.02% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5,405 shares; 2025Q1: 4,078 shares; 2025Q2: 5,365 shares; 2025Q3: 5,445 shares; 2025Q4: 5,521 shares 5,521 $3.44M 0.02% +76 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 49,956 shares; 2025Q1: 53,616 shares; 2025Q2: 62,793 shares; 2025Q3: 69,243 shares; 2025Q4: 75,542 shares 75,542 $3.4M 0.02% +6,299 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 12,780 shares; 2025Q1: 18,461 shares; 2025Q2: 14,920 shares; 2025Q3: 12,809 shares; 2025Q4: 12,993 shares 12,993 $3.33M 0.02% +184 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,209 shares; 2025Q1: 968 shares; 2025Q2: 966 shares; 2025Q3: 974 shares; 2025Q4: 974 shares 974 $3.3M 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,778 shares; 2024Q4: 24,602 shares; 2025Q1: 37,006 shares; 2025Q2: 33,959 shares; 2025Q3: 34,795 shares; 2025Q4: 37,164 shares 37,164 $3.3M 0.02% +2,369 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,715 shares; 2024Q4: 43,715 shares; 2025Q1: 43,715 shares; 2025Q2: 43,715 shares; 2025Q3: 43,715 shares; 2025Q4: 43,715 shares 43,715 $3.28M 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,477 shares; 2025Q1: 7,315 shares; 2025Q2: 7,432 shares; 2025Q3: 7,647 shares; 2025Q4: 8,311 shares 8,311 $3.23M 0.02% +664 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,698 shares; 2024Q4: 111,830 shares; 2025Q1: 57,635 shares; 2025Q2: 65,219 shares; 2025Q3: 69,464 shares; 2025Q4: 63,446 shares 63,446 $3.23M 0.02% -6,018 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,822 shares; 2025Q1: 7,623 shares; 2025Q2: 10,558 shares; 2025Q3: 20,670 shares; 2025Q4: 22,005 shares 22,005 $3.17M 0.02% +1,335 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,107 shares; 2024Q4: 98,121 shares; 2025Q1: 28,685 shares; 2025Q2: 56,888 shares; 2025Q3: 61,934 shares; 2025Q4: 77,765 shares 77,765 $3.12M 0.02% +15,831 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,928 shares; 2024Q4: 34,983 shares; 2025Q1: 31,935 shares; 2025Q2: 35,915 shares; 2025Q3: 38,374 shares; 2025Q4: 41,870 shares 41,870 $3.1M 0.02% +3,496 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,203 shares; 2024Q4: 11,430 shares; 2025Q1: 15,832 shares; 2025Q2: 17,923 shares; 2025Q3: 41,509 shares; 2025Q4: 216,779 shares 216,779 $3.03M 0.02% +175,270 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,692 shares; 2024Q4: 22,398 shares; 2025Q1: 18,418 shares; 2025Q2: 19,689 shares; 2025Q3: 22,370 shares; 2025Q4: 24,755 shares 24,755 $3.02M 0.02% +2,385 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,387 shares; 2024Q4: 24,611 shares; 2025Q1: 31,326 shares; 2025Q2: 27,936 shares; 2025Q3: 26,627 shares; 2025Q4: 28,512 shares 28,512 $3.01M 0.02% +1,885 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,367 shares; 2025Q1: 4,749 shares; 2025Q2: 4,685 shares; 2025Q3: 4,947 shares; 2025Q4: 4,965 shares 4,965 $2.99M 0.02% +18 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,228 shares; 2024Q4: 34,522 shares; 2025Q1: 29,732 shares; 2025Q2: 31,773 shares; 2025Q3: 34,631 shares; 2025Q4: 37,087 shares 37,087 $2.99M 0.02% +2,456 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,831 shares; 2024Q4: 31,385 shares; 2025Q1: 32,392 shares; 2025Q2: 33,741 shares; 2025Q3: 36,163 shares; 2025Q4: 37,084 shares 37,084 $2.97M 0.02% +921 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,117 shares; 2024Q4: 15,521 shares; 2025Q1: 45,697 shares; 2025Q2: 147,818 shares; 2025Q3: 48,356 shares; 2025Q4: 54,240 shares 54,240 $2.92M 0.02% +5,884 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 368 shares; 2025Q1: 10,688 shares; 2025Q2: 10,779 shares; 2025Q3: 10,703 shares; 2025Q4: 10,118 shares 10,118 $2.92M 0.02% -585 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 15,365 shares; 2025Q1: 16,391 shares; 2025Q2: 19,899 shares; 2025Q3: 18,816 shares; 2025Q4: 17,362 shares 17,362 $2.92M 0.02% -1,454 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,140 shares; 2024Q4: 538,876 shares; 2025Q1: 289,235 shares; 2025Q2: 387,609 shares; 2025Q3: 131,709 shares; 2025Q4: 102,381 shares 102,381 $2.89M 0.02% -29,328 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,995 shares; 2024Q4: 14,991 shares; 2025Q1: 22,878 shares; 2025Q2: 23,634 shares; 2025Q3: 26,241 shares; 2025Q4: 25,609 shares 25,609 $2.89M 0.02% -632 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,887 shares; 2025Q2: 109,652 shares; 2025Q3: 121,604 shares; 2025Q4: 133,716 shares 133,716 $2.88M 0.02% +12,112 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,859 shares; 2025Q1: 5,493 shares; 2025Q2: 5,409 shares; 2025Q3: 5,423 shares; 2025Q4: 5,622 shares 5,622 $2.87M 0.02% +199 Timeline BGSI BOYD GROUP SERVICES INC More: the full row for BOYD GROUP SERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,946 shares 17,946 $2.85M 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,600 shares; 2025Q1: 34,899 shares; 2025Q2: 34,878 shares; 2025Q3: 36,186 shares; 2025Q4: 36,442 shares 36,442 $2.82M 0.02% +256 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,424 shares; 2024Q4: 13,388 shares; 2025Q1: 13,262 shares; 2025Q2: 13,657 shares; 2025Q3: 15,326 shares; 2025Q4: 14,403 shares 14,403 $2.8M 0.02% -923 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 9,807 shares; 2025Q1: 10,690 shares; 2025Q2: 10,840 shares; 2025Q3: 11,267 shares; 2025Q4: 10,781 shares 10,781 $2.76M 0.02% -486 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 117,973 shares 117,973 $2.76M 0.02% +116,973 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,056 shares; 2024Q4: 35,079 shares; 2025Q1: 39,378 shares; 2025Q2: 51,755 shares; 2025Q3: 52,064 shares; 2025Q4: 54,443 shares 54,443 $2.76M 0.02% +2,379 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 9,242 shares; 2025Q3: 27,238 shares; 2025Q4: 30,291 shares 30,291 $2.73M 0.02% +3,053 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,207 shares; 2024Q4: 30,436 shares; 2025Q1: 31,567 shares; 2025Q2: 31,575 shares; 2025Q3: 33,935 shares; 2025Q4: 34,915 shares 34,915 $2.71M 0.02% +980 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 73 shares; 2025Q1: 273 shares; 2025Q2: 20,871 shares; 2025Q3: 27,675 shares; 2025Q4: 22,630 shares 22,630 $2.7M 0.02% -5,045 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 17,652 shares; 2025Q4: 16,800 shares 16,800 $2.7M 0.02% -852 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,753 shares; 2024Q4: 54,328 shares; 2025Q1: 146,351 shares; 2025Q2: 25,615 shares; 2025Q3: 15,230 shares; 2025Q4: 21,813 shares 21,813 $2.68M 0.02% +6,583 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,631 shares; 2024Q4: 38,053 shares; 2025Q1: 36,834 shares; 2025Q2: 50,042 shares; 2025Q3: 26,445 shares; 2025Q4: 28,296 shares 28,296 $2.66M 0.02% +1,851 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,936 shares; 2024Q4: 53,856 shares; 2025Q1: 125,928 shares; 2025Q2: 163,039 shares; 2025Q3: 152,316 shares; 2025Q4: 46,571 shares 46,571 $2.66M 0.02% -105,745 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,960 shares; 2024Q4: 88,309 shares; 2025Q1: 85,131 shares; 2025Q2: 41,322 shares; 2025Q3: 43,267 shares; 2025Q4: 60,977 shares 60,977 $2.66M 0.02% +17,710 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 15,492 shares; 2025Q1: 3,595 shares; 2025Q2: 3,262 shares; 2025Q3: 3,924 shares; 2025Q4: 28,401 shares 28,401 $2.61M 0.02% +24,477 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,994 shares 76,994 $2.61M 0.02% new Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,884 shares; 2025Q4: 63,824 shares 63,824 $2.61M 0.02% +6,940 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 8,840 shares; 2025Q1: 9,623 shares; 2025Q2: 14,102 shares; 2025Q3: 5,597 shares; 2025Q4: 5,731 shares 5,731 $2.6M 0.02% +134 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,602 shares; 2025Q3: 60,997 shares; 2025Q4: 43,829 shares 43,829 $2.58M 0.02% -17,168 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,942 shares; 2024Q4: 20,958 shares; 2025Q1: 21,108 shares; 2025Q2: 21,385 shares; 2025Q3: 20,681 shares; 2025Q4: 20,307 shares 20,307 $2.57M 0.02% -374 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,874 shares; 2024Q4: 17,422 shares; 2025Q1: 18,229 shares; 2025Q2: 19,780 shares; 2025Q3: 17,863 shares; 2025Q4: 18,818 shares 18,818 $2.57M 0.02% +955 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,582 shares; 2024Q4: 119,073 shares; 2025Q1: 126,457 shares; 2025Q2: 132,086 shares; 2025Q3: 143,166 shares; 2025Q4: 61,990 shares 61,990 $2.55M 0.02% -81,176 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,545 shares; 2024Q4: 58,276 shares; 2025Q1: 59,808 shares; 2025Q2: 59,734 shares; 2025Q3: 56,514 shares; 2025Q4: 55,264 shares 55,264 $2.53M 0.02% -1,250 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,899 shares; 2024Q4: 18,570 shares; 2025Q1: 18,111 shares; 2025Q2: 17,310 shares; 2025Q3: 17,280 shares; 2025Q4: 16,903 shares 16,903 $2.52M 0.02% -377 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,713 shares; 2024Q4: 21,076 shares; 2025Q1: 25,473 shares; 2025Q2: 36,396 shares; 2025Q3: 38,393 shares; 2025Q4: 41,031 shares 41,031 $2.51M 0.02% +2,638 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,653 shares 92,653 $2.5M 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,868 shares; 2024Q4: 25,207 shares; 2025Q1: 27,091 shares; 2025Q2: 29,232 shares; 2025Q3: 26,364 shares; 2025Q4: 24,640 shares 24,640 $2.44M 0.02% -1,724 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,495 shares; 2025Q1: 6,415 shares; 2025Q2: 6,325 shares; 2025Q3: 7,344 shares; 2025Q4: 38,736 shares 38,736 $2.41M 0.01% +31,392 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,028 shares; 2024Q4: 14,129 shares; 2025Q1: 14,347 shares; 2025Q2: 14,770 shares; 2025Q3: 15,051 shares; 2025Q4: 15,320 shares 15,320 $2.4M 0.01% +269 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,773 shares; 2024Q4: 19,707 shares; 2025Q1: 7,987 shares; 2025Q2: 3,058 shares; 2025Q3: 2,715 shares; 2025Q4: 2,723 shares 2,723 $2.39M 0.01% +8 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 16,616 shares; 2025Q1: 21,294 shares; 2025Q2: 5,652 shares; 2025Q3: 8,400 shares; 2025Q4: 6,756 shares 6,756 $2.37M 0.01% -1,644 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,936 shares; 2025Q2: 151,154 shares; 2025Q3: 188,031 shares; 2025Q4: 146,922 shares 146,922 $2.36M 0.01% -41,109 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,674 shares; 2025Q4: 51,834 shares 51,834 $2.36M 0.01% +12,160 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7,402 shares; 2025Q1: 6,713 shares; 2025Q2: 5,295 shares; 2025Q3: 10,465 shares; 2025Q4: 11,812 shares 11,812 $2.36M 0.01% +1,347 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,858 shares; 2024Q4: 58,642 shares; 2025Q1: 59,342 shares; 2025Q2: 58,813 shares; 2025Q3: 58,442 shares; 2025Q4: 58,313 shares 58,313 $2.35M 0.01% -129 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 14,889 shares; 2025Q1: 16,598 shares; 2025Q2: 18,488 shares; 2025Q3: 21,637 shares; 2025Q4: 24,388 shares 24,388 $2.35M 0.01% +2,751 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,525 shares; 2024Q4: 21,300 shares; 2025Q1: 21,450 shares; 2025Q2: 21,250 shares; 2025Q3: 21,340 shares; 2025Q4: 22,640 shares 22,640 $2.34M 0.01% +1,300 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,643 shares; 2025Q4: 13,684 shares 13,684 $2.34M 0.01% +41 Timeline VBNK VERSABANK NEW More: the full row for VERSABANK NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,677 shares; 2024Q4: 108,206 shares; 2025Q1: 123,572 shares; 2025Q2: 140,311 shares; 2025Q3: 148,391 shares; 2025Q4: 156,540 shares 156,540 $2.32M 0.01% +8,149 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,372 shares; 2025Q1: 4,750 shares; 2025Q2: 5,489 shares; 2025Q3: 5,488 shares; 2025Q4: 5,867 shares 5,867 $2.31M 0.01% +379 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,391 shares; 2024Q4: 215,188 shares; 2025Q1: 216,660 shares; 2025Q2: 221,477 shares; 2025Q3: 22,974 shares; 2025Q4: 29,250 shares 29,250 $2.3M 0.01% +6,276 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,378 shares; 2024Q4: 61,838 shares; 2025Q1: 58,619 shares; 2025Q2: 50,319 shares; 2025Q3: 62,766 shares; 2025Q4: 65,368 shares 65,368 $2.28M 0.01% +2,602 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,743 shares 29,743 $2.27M 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,793 shares; 2024Q4: 34,067 shares; 2025Q1: 40,519 shares; 2025Q2: 35,372 shares; 2025Q3: 35,940 shares; 2025Q4: 42,989 shares 42,989 $2.27M 0.01% +7,049 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 4,566 shares; 2025Q1: 5,612 shares; 2025Q2: 3,202 shares; 2025Q3: 3,268 shares; 2025Q4: 4,786 shares 4,786 $2.26M 0.01% +1,518 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 13,032 shares; 2025Q1: 14,977 shares; 2025Q2: 15,124 shares; 2025Q3: 14,792 shares; 2025Q4: 10,629 shares 10,629 $2.25M 0.01% -4,163 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,944 shares; 2024Q4: 14,007 shares; 2025Q1: 13,855 shares; 2025Q2: 13,822 shares; 2025Q3: 7,802 shares; 2025Q4: 7,791 shares 7,791 $2.25M 0.01% -11 Timeline SANG SANGOMA TECHNOLOGIES CORP More: the full row for SANGOMA TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,469 shares; 2024Q4: 472,027 shares; 2025Q1: 454,082 shares; 2025Q2: 454,082 shares; 2025Q3: 452,568 shares; 2025Q4: 452,568 shares 452,568 $2.25M 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 22,626 shares; 2025Q1: 23,455 shares; 2025Q2: 23,154 shares; 2025Q3: 25,026 shares; 2025Q4: 28,123 shares 28,123 $2.24M 0.01% +3,097 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 21,002 shares; 2025Q1: 45,364 shares; 2025Q2: 46,968 shares; 2025Q3: 49,263 shares; 2025Q4: 81,293 shares 81,293 $2.22M 0.01% +32,030 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,030 shares; 2024Q4: 131,640 shares; 2025Q1: 132,994 shares; 2025Q2: 136,343 shares; 2025Q3: 133,578 shares; 2025Q4: 134,008 shares 134,008 $2.17M 0.01% +430 Timeline CARL CARLSMED INC More: the full row for CARLSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,242 shares; 2025Q4: 175,405 shares 175,405 $2.15M 0.01% +23,163 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 9,395 shares; 2025Q1: 9,620 shares; 2025Q2: 9,555 shares; 2025Q3: 23,975 shares; 2025Q4: 26,800 shares 26,800 $2.15M 0.01% +2,825 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: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,053 shares; 2025Q1: 844 shares; 2025Q2: 694 shares; 2025Q3: 619 shares; 2025Q4: 35,550 shares 35,550 $2.14M 0.01% +34,931 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 2,020 shares; 2025Q1: 14,306 shares; 2025Q2: 11,108 shares; 2025Q3: 24,949 shares; 2025Q4: 23,008 shares 23,008 $2.13M 0.01% -1,941 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 3,475 shares; 2025Q1: 3,461 shares; 2025Q2: 3,482 shares; 2025Q3: 16,584 shares; 2025Q4: 15,999 shares 15,999 $2.13M 0.01% -585 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 24,942 shares; 2025Q1: 34,164 shares; 2025Q2: 20,549 shares; 2025Q3: 21,861 shares; 2025Q4: 18,107 shares 18,107 $2.12M 0.01% -3,754 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,811 shares 43,811 $2.1M 0.01% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 13,400 shares; 2025Q2: 16,123 shares; 2025Q3: 16,673 shares; 2025Q4: 18,118 shares 18,118 $2.09M 0.01% +1,445 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,871 shares; 2025Q1: 4,892 shares; 2025Q2: 5,293 shares; 2025Q3: 4,565 shares; 2025Q4: 4,076 shares 4,076 $2.08M 0.01% -489 Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,800 shares; 2025Q3: 230,742 shares; 2025Q4: 221,814 shares 221,814 $2.07M 0.01% -8,928 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,376 shares; 2025Q4: 10,003 shares 10,003 $2.06M 0.01% +627 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5,833 shares; 2025Q1: 5,858 shares; 2025Q2: 5,712 shares; 2025Q3: 7,097 shares; 2025Q4: 9,894 shares 9,894 $2.06M 0.01% +2,797 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 6,879 shares; 2025Q1: 6,022 shares; 2025Q2: 56,349 shares; 2025Q3: 85,440 shares; 2025Q4: 101,441 shares 101,441 $2.06M 0.01% +16,001 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 13,483 shares; 2025Q1: 13,488 shares; 2025Q2: 19,075 shares; 2025Q3: 21,382 shares; 2025Q4: 22,080 shares 22,080 $2.06M 0.01% +698 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,714 shares; 2024Q4: 70,184 shares; 2025Q1: 25,479 shares; 2025Q2: 15,361 shares; 2025Q3: 16,434 shares; 2025Q4: 12,337 shares 12,337 $2.05M 0.01% -4,097 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 327 shares; 2025Q1: 1,308 shares; 2025Q2: 1,667 shares; 2025Q3: 1,712 shares; 2025Q4: 6,837 shares 6,837 $2.01M 0.01% +5,125 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 15,306 shares; 2025Q1: 14,111 shares; 2025Q2: 14,254 shares; 2025Q3: 13,371 shares; 2025Q4: 14,759 shares 14,759 $2M 0.01% +1,388 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 16,934 shares; 2025Q1: 17,596 shares; 2025Q2: 19,902 shares; 2025Q3: 19,700 shares; 2025Q4: 23,003 shares 23,003 $1.98M 0.01% +3,303 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 31,754 shares; 2025Q1: 32,362 shares; 2025Q2: 31,668 shares; 2025Q3: 24,079 shares; 2025Q4: 22,739 shares 22,739 $1.98M 0.01% -1,340 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 2,781 shares; 2025Q1: 2,393 shares; 2025Q2: 3,132 shares; 2025Q3: 1,694 shares; 2025Q4: 3,473 shares 3,473 $1.97M 0.01% +1,779 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 297 shares; 2025Q1: 247 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 12,075 shares 12,075 $1.97M 0.01% +11,862 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,771 shares; 2025Q1: 3,978 shares; 2025Q2: 4,045 shares; 2025Q3: 4,984 shares; 2025Q4: 4,006 shares 4,006 $1.95M 0.01% -978 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,393 shares; 2024Q4: 35,090 shares; 2025Q1: 23,037 shares; 2025Q2: 25,104 shares; 2025Q3: 24,547 shares; 2025Q4: 10,608 shares 10,608 $1.95M 0.01% -13,939 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,595 shares; 2024Q4: 98,693 shares; 2025Q1: 32,080 shares; 2025Q2: 29,919 shares; 2025Q3: 29,604 shares; 2025Q4: 25,988 shares 25,988 $1.95M 0.01% -3,616 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,660 shares; 2024Q4: 42,298 shares; 2025Q1: 30,272 shares; 2025Q2: 29,070 shares; 2025Q3: 30,795 shares; 2025Q4: 25,018 shares 25,018 $1.93M 0.01% -5,777 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,268 shares; 2024Q4: 73,962 shares; 2025Q1: 83,146 shares; 2025Q2: 84,106 shares; 2025Q3: 82,343 shares; 2025Q4: 69,981 shares 69,981 $1.9M 0.01% -12,362 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,184 shares; 2024Q4: 62,688 shares; 2025Q1: 71,793 shares; 2025Q2: 52,032 shares; 2025Q3: 345,624 shares; 2025Q4: 422,008 shares 422,008 $1.9M 0.01% +76,384 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 7,987 shares; 2025Q1: 20,264 shares; 2025Q2: 10,369 shares; 2025Q3: 10,445 shares; 2025Q4: 17,232 shares 17,232 $1.9M 0.01% +6,787 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,566 shares; 2025Q2: 26,533 shares; 2025Q3: 28,036 shares; 2025Q4: 28,176 shares 28,176 $1.9M 0.01% +140 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,408 shares; 2024Q4: 56,617 shares; 2025Q1: 79,323 shares; 2025Q2: 78,451 shares; 2025Q3: 46,362 shares; 2025Q4: 44,006 shares 44,006 $1.89M 0.01% -2,356 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 8,556 shares; 2025Q1: 9,599 shares; 2025Q2: 5,168 shares; 2025Q3: 10,848 shares; 2025Q4: 11,365 shares 11,365 $1.83M 0.01% +517 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,532 shares; 2024Q4: 20,119 shares; 2025Q1: 20,057 shares; 2025Q2: 22,013 shares; 2025Q3: 21,181 shares; 2025Q4: 17,117 shares 17,117 $1.83M 0.01% -4,064 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,033 shares; 2024Q4: 96,305 shares; 2025Q1: 84,650 shares; 2025Q2: 106,403 shares; 2025Q3: 48,035 shares; 2025Q4: 21,984 shares 21,984 $1.82M 0.01% -26,051 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 7,608 shares; 2025Q1: 11,033 shares; 2025Q2: 62,757 shares; 2025Q3: 12,849 shares; 2025Q4: 7,920 shares 7,920 $1.8M 0.01% -4,929 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,589 shares; 2024Q4: 42,277 shares; 2025Q1: 38,476 shares; 2025Q2: 27,327 shares; 2025Q3: 26,021 shares; 2025Q4: 29,718 shares 29,718 $1.79M 0.01% +3,697 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,430 shares; 2024Q4: 124,916 shares; 2025Q1: 117,292 shares; 2025Q2: 111,564 shares; 2025Q3: 104,321 shares; 2025Q4: 6,419 shares 6,419 $1.79M 0.01% -97,902 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,660 shares; 2025Q3: 55,275 shares; 2025Q4: 115,338 shares 115,338 $1.78M 0.01% +60,063 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,022 shares; 2024Q4: 21,656 shares; 2025Q1: 23,867 shares; 2025Q2: 24,042 shares; 2025Q3: 24,369 shares; 2025Q4: 26,795 shares 26,795 $1.78M 0.01% +2,426 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,447 shares; 2024Q4: 10,510 shares; 2025Q1: 12,070 shares; 2025Q2: 10,799 shares; 2025Q3: 3,749 shares; 2025Q4: 27,358 shares 27,358 $1.78M 0.01% +23,609 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 6,933 shares; 2025Q1: 7,449 shares; 2025Q2: 8,204 shares; 2025Q3: 8,203 shares; 2025Q4: 9,958 shares 9,958 $1.78M 0.01% +1,755 Timeline SPTE SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,682 shares; 2025Q1: 50,376 shares; 2025Q2: 50,522 shares; 2025Q3: 48,264 shares; 2025Q4: 50,463 shares 50,463 $1.77M 0.01% +2,199 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,550 shares; 2025Q1: 7,415 shares; 2025Q2: 23,570 shares; 2025Q3: 28,318 shares; 2025Q4: 27,195 shares 27,195 $1.76M 0.01% -1,123 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,737 shares; 2024Q4: 7,512 shares; 2025Q1: 6,991 shares; 2025Q2: 8,183 shares; 2025Q3: 7,653 shares; 2025Q4: 12,231 shares 12,231 $1.76M 0.01% +4,578 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,029 shares; 2024Q4: 35,499 shares; 2025Q1: 27,107 shares; 2025Q2: 28,147 shares; 2025Q3: 23,949 shares; 2025Q4: 14,259 shares 14,259 $1.75M 0.01% -9,690 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 20,369 shares; 2025Q2: 34,310 shares; 2025Q3: 42,601 shares; 2025Q4: 36,637 shares 36,637 $1.75M 0.01% -5,964 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 62,565 shares; 2025Q4: 65,144 shares 65,144 $1.72M 0.01% +2,579 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 14,194 shares; 2025Q1: 11,478 shares; 2025Q2: 13,167 shares; 2025Q3: 13,356 shares; 2025Q4: 12,163 shares 12,163 $1.72M 0.01% -1,193 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,936 shares; 2024Q4: 25,720 shares; 2025Q1: 26,225 shares; 2025Q2: 27,449 shares; 2025Q3: 20,137 shares; 2025Q4: 38,331 shares 38,331 $1.71M 0.01% +18,194 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 5,295 shares; 2025Q1: 4,231 shares; 2025Q2: 4,465 shares; 2025Q3: 4,611 shares; 2025Q4: 5,261 shares 5,261 $1.7M 0.01% +650 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,062 shares; 2024Q4: 41,152 shares; 2025Q1: 38,852 shares; 2025Q2: 40,865 shares; 2025Q3: 39,861 shares; 2025Q4: 39,953 shares 39,953 $1.68M 0.01% +92 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,871 shares; 2025Q2: 169,071 shares; 2025Q3: 185,498 shares; 2025Q4: 200,231 shares 200,231 $1.67M 0.01% +14,733 USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 28,681 shares; 2025Q1: 28,809 shares; 2025Q2: 28,809 shares; 2025Q3: 28,809 shares; 2025Q4: 28,809 shares 28,809 $1.64M 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 8,398 shares; 2025Q1: 7 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 9,438 shares 9,438 $1.64M 0.01% +9,427 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,405 shares; 2024Q4: 28,405 shares; 2025Q1: 28,405 shares; 2025Q2: 28,405 shares; 2025Q3: 28,405 shares; 2025Q4: 28,405 shares 28,405 $1.64M 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,585 shares; 2024Q4: 19,294 shares; 2025Q1: 19,713 shares; 2025Q2: 19,549 shares; 2025Q3: 18,160 shares; 2025Q4: 20,128 shares 20,128 $1.63M 0.01% +1,968 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 3,027 shares; 2025Q2: 5,361 shares; 2025Q3: 7,650 shares; 2025Q4: 7,073 shares 7,073 $1.62M 0.01% -577 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,146 shares; 2024Q4: 23,950 shares; 2025Q1: 24,369 shares; 2025Q2: 23,610 shares; 2025Q3: 25,257 shares; 2025Q4: 24,824 shares 24,824 $1.62M 0.01% -433 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 13,780 shares; 2025Q1: 46,016 shares; 2025Q2: 65,938 shares; 2025Q3: 73,409 shares; 2025Q4: 62,617 shares 62,617 $1.59M 0.01% -10,792 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,993 shares; 2025Q1: 4,022 shares; 2025Q2: 4,138 shares; 2025Q3: 4,296 shares; 2025Q4: 4,442 shares 4,442 $1.57M 0.01% +146 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,374 shares; 2024Q4: 30,460 shares; 2025Q1: 17,154 shares; 2025Q2: 17,719 shares; 2025Q3: 16,177 shares; 2025Q4: 16,559 shares 16,559 $1.55M 0.01% +382 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 20,064 shares; 2025Q1: 23,312 shares; 2025Q2: 16,155 shares; 2025Q3: 15,254 shares; 2025Q4: 15,418 shares 15,418 $1.55M 0.01% +164 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,140 shares; 2024Q4: 174,553 shares; 2025Q1: 194,705 shares; 2025Q2: 137,586 shares; 2025Q3: 27,415 shares; 2025Q4: 29,129 shares 29,129 $1.54M 0.01% +1,714 Timeline