SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,593,427 shares; 2024Q4: 206,419,096 shares; 2025Q1: 217,201,393 shares; 2025Q2: 206,409,170 shares; 2025Q3: 205,650,965 shares; 2025Q4: 201,085,961 shares 201,085,961 $5.41B 6.34% -4,565,004 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: 37,260,740 shares; 2024Q4: 34,048,215 shares; 2025Q1: 34,065,086 shares; 2025Q2: 43,988,044 shares; 2025Q3: 42,354,274 shares; 2025Q4: 42,844,111 shares 42,844,111 $4.28B 5.01% +489,837 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: 6,352,964 shares; 2024Q4: 5,964,953 shares; 2025Q1: 6,104,330 shares; 2025Q2: 5,894,564 shares; 2025Q3: 6,023,396 shares; 2025Q4: 5,727,682 shares 5,727,682 $3.92B 4.6% -295,714 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: 32,868,438 shares; 2024Q4: 32,914,849 shares; 2025Q1: 34,147,182 shares; 2025Q2: 34,386,264 shares; 2025Q3: 35,451,679 shares; 2025Q4: 35,119,123 shares 35,119,123 $3.14B 3.68% -332,556 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542,952 shares; 2024Q4: 4,494,391 shares; 2025Q1: 4,449,038 shares; 2025Q2: 4,414,999 shares; 2025Q3: 4,307,539 shares; 2025Q4: 4,243,742 shares 4,243,742 $2.89B 3.39% -63,797 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: 11,210,199 shares; 2024Q4: 11,090,682 shares; 2025Q1: 10,935,604 shares; 2025Q2: 10,690,172 shares; 2025Q3: 10,442,818 shares; 2025Q4: 10,284,947 shares 10,284,947 $2.8B 3.28% -157,871 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: 5,722,795 shares; 2024Q4: 5,740,822 shares; 2025Q1: 5,631,759 shares; 2025Q2: 5,518,783 shares; 2025Q3: 5,436,865 shares; 2025Q4: 5,405,764 shares 5,405,764 $2.61B 3.06% -31,101 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,739,038 shares; 2024Q4: 25,626,618 shares; 2025Q1: 27,075,059 shares; 2025Q2: 27,716,653 shares; 2025Q3: 28,412,025 shares; 2025Q4: 28,941,277 shares 28,941,277 $1.95B 2.28% +529,252 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: 6,088,095 shares; 2024Q4: 6,124,384 shares; 2025Q1: 6,117,158 shares; 2025Q2: 6,085,810 shares; 2025Q3: 6,091,294 shares; 2025Q4: 6,031,952 shares 6,031,952 $1.89B 2.21% -59,342 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: 7,412,605 shares; 2024Q4: 7,667,208 shares; 2025Q1: 7,908,727 shares; 2025Q2: 7,983,154 shares; 2025Q3: 8,049,034 shares; 2025Q4: 8,016,470 shares 8,016,470 $1.5B 1.75% -32,564 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: 2,182,569 shares; 2024Q4: 2,093,971 shares; 2025Q1: 1,434,093 shares; 2025Q2: 1,372,106 shares; 2025Q3: 1,374,048 shares; 2025Q4: 1,370,129 shares 1,370,129 $1.47B 1.73% -3,919 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,848 shares; 2024Q4: 136,661 shares; 2025Q1: 152,745 shares; 2025Q2: 4,241,845 shares; 2025Q3: 4,610,643 shares; 2025Q4: 5,044,044 shares 5,044,044 $1.46B 1.72% +433,401 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: 5,754,263 shares; 2024Q4: 5,774,653 shares; 2025Q1: 5,764,626 shares; 2025Q2: 5,759,505 shares; 2025Q3: 5,757,152 shares; 2025Q4: 5,779,623 shares 5,779,623 $1.33B 1.56% +22,471 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: 21,106,801 shares; 2024Q4: 18,906,960 shares; 2025Q1: 19,325,451 shares; 2025Q2: 13,918,489 shares; 2025Q3: 13,639,666 shares; 2025Q4: 12,928,971 shares 12,928,971 $1.24B 1.46% -710,695 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: 3,894,508 shares; 2024Q4: 3,849,092 shares; 2025Q1: 3,799,203 shares; 2025Q2: 3,726,019 shares; 2025Q3: 3,655,592 shares; 2025Q4: 3,584,075 shares 3,584,075 $1.15B 1.35% -71,517 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: 12,321,761 shares; 2024Q4: 12,803,041 shares; 2025Q1: 13,073,926 shares; 2025Q2: 13,614,142 shares; 2025Q3: 13,996,150 shares; 2025Q4: 14,206,660 shares 14,206,660 $1.01B 1.19% +210,510 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241,075 shares; 2024Q4: 6,342,165 shares; 2025Q1: 7,038,453 shares; 2025Q2: 6,788,647 shares; 2025Q3: 8,071,498 shares; 2025Q4: 11,314,184 shares 11,314,184 $958M 1.12% +3,242,686 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: 1,363,101 shares; 2024Q4: 1,409,330 shares; 2025Q1: 1,350,809 shares; 2025Q2: 1,370,724 shares; 2025Q3: 1,378,057 shares; 2025Q4: 1,366,550 shares 1,366,550 $839M 0.98% -11,507 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: 15,204,581 shares; 2024Q4: 23,812,753 shares; 2025Q1: 15,609,085 shares; 2025Q2: 11,599,538 shares; 2025Q3: 11,551,168 shares; 2025Q4: 11,411,762 shares 11,411,762 $713M 0.84% -139,406 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: 13,152,289 shares; 2024Q4: 2,206,849 shares; 2025Q1: 2,217,078 shares; 2025Q2: 2,144,830 shares; 2025Q3: 2,098,777 shares; 2025Q4: 2,079,574 shares 2,079,574 $697M 0.82% -19,203 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: 7,512,547 shares; 2024Q4: 7,514,472 shares; 2025Q1: 7,504,747 shares; 2025Q2: 7,452,481 shares; 2025Q3: 7,397,900 shares; 2025Q4: 7,186,981 shares 7,186,981 $690M 0.81% -210,919 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,594,397 shares; 2024Q4: 28,445,009 shares; 2025Q1: 29,816,470 shares; 2025Q2: 30,541,227 shares; 2025Q3: 32,078,890 shares; 2025Q4: 32,751,460 shares 32,751,460 $684M 0.8% +672,570 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: 845,308 shares; 2024Q4: 882,118 shares; 2025Q1: 909,132 shares; 2025Q2: 926,610 shares; 2025Q3: 952,522 shares; 2025Q4: 1,012,763 shares 1,012,763 $669M 0.78% +60,241 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 923 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 900 shares; 2025Q4: 859 shares 859 $648M 0.76% -41 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: 6,325,258 shares; 2024Q4: 6,235,457 shares; 2025Q1: 6,050,442 shares; 2025Q2: 5,877,320 shares; 2025Q3: 5,740,380 shares; 2025Q4: 5,601,651 shares 5,601,651 $624M 0.73% -138,729 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 2,385,736 shares; 2025Q1: 2,653,827 shares; 2025Q2: 2,769,081 shares; 2025Q3: 3,974,186 shares; 2025Q4: 4,237,931 shares 4,237,931 $598M 0.7% +263,745 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032,163 shares; 2024Q4: 2,044,156 shares; 2025Q1: 2,028,911 shares; 2025Q2: 1,976,777 shares; 2025Q3: 1,939,051 shares; 2025Q4: 1,902,067 shares 1,902,067 $597M 0.7% -36,984 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: 732,491 shares; 2024Q4: 1,302,328 shares; 2025Q1: 1,298,184 shares; 2025Q2: 1,301,455 shares; 2025Q3: 1,293,527 shares; 2025Q4: 1,177,551 shares 1,177,551 $592M 0.69% -115,976 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: 1,063,964 shares; 2024Q4: 1,045,963 shares; 2025Q1: 1,035,651 shares; 2025Q2: 1,015,783 shares; 2025Q3: 998,110 shares; 2025Q4: 980,650 shares 980,650 $592M 0.69% -17,460 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: 5,160,662 shares; 2024Q4: 5,151,408 shares; 2025Q1: 5,156,813 shares; 2025Q2: 5,024,941 shares; 2025Q3: 4,968,235 shares; 2025Q4: 4,898,843 shares 4,898,843 $589M 0.69% -69,392 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878,944 shares; 2024Q4: 3,864,346 shares; 2025Q1: 3,969,039 shares; 2025Q2: 2,663,880 shares; 2025Q3: 2,603,293 shares; 2025Q4: 2,309,585 shares 2,309,585 $569M 0.67% -293,708 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855,514 shares; 2024Q4: 5,573,438 shares; 2025Q1: 5,464,250 shares; 2025Q2: 7,341,914 shares; 2025Q3: 5,295,541 shares; 2025Q4: 5,229,521 shares 5,229,521 $560M 0.66% -66,020 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: 2,533,010 shares; 2024Q4: 2,508,765 shares; 2025Q1: 2,470,175 shares; 2025Q2: 2,430,949 shares; 2025Q3: 2,400,194 shares; 2025Q4: 2,358,212 shares 2,358,212 $539M 0.63% -41,982 Timeline VTWO 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: 12,323 shares; 2024Q4: 8,626 shares; 2025Q1: 12,259 shares; 2025Q2: 4,540,819 shares; 2025Q3: 4,901,587 shares; 2025Q4: 5,260,478 shares 5,260,478 $524M 0.61% +358,891 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: 2,692,452 shares; 2024Q4: 2,662,661 shares; 2025Q1: 2,603,857 shares; 2025Q2: 2,591,425 shares; 2025Q3: 2,531,636 shares; 2025Q4: 2,489,519 shares 2,489,519 $515M 0.6% -42,117 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: 3,997,023 shares; 2024Q4: 4,053,358 shares; 2025Q1: 3,910,882 shares; 2025Q2: 3,840,346 shares; 2025Q3: 3,675,632 shares; 2025Q4: 3,556,370 shares 3,556,370 $510M 0.6% -119,262 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: 912,661 shares; 2024Q4: 913,402 shares; 2025Q1: 898,800 shares; 2025Q2: 889,617 shares; 2025Q3: 878,793 shares; 2025Q4: 881,164 shares 881,164 $503M 0.59% +2,371 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: 1,387,096 shares; 2024Q4: 1,401,847 shares; 2025Q1: 1,398,180 shares; 2025Q2: 1,399,018 shares; 2025Q3: 1,397,221 shares; 2025Q4: 1,365,629 shares 1,365,629 $470M 0.55% -31,592 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: 1,098,499 shares; 2024Q4: 1,053,112 shares; 2025Q1: 1,059,634 shares; 2025Q2: 1,038,054 shares; 2025Q3: 941,199 shares; 2025Q4: 978,071 shares 978,071 $463M 0.54% +36,872 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079,408 shares; 2024Q4: 5,665,065 shares; 2025Q1: 5,041,643 shares; 2025Q2: 5,051,917 shares; 2025Q3: 5,176,306 shares; 2025Q4: 5,128,192 shares 5,128,192 $454M 0.53% -48,114 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: 552,314 shares; 2024Q4: 544,164 shares; 2025Q1: 532,399 shares; 2025Q2: 521,388 shares; 2025Q3: 514,535 shares; 2025Q4: 517,948 shares 517,948 $447M 0.52% +3,413 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: 1,118,964 shares; 2024Q4: 1,199,060 shares; 2025Q1: 1,222,848 shares; 2025Q2: 1,247,384 shares; 2025Q3: 1,246,822 shares; 2025Q4: 1,258,662 shares 1,258,662 $436M 0.51% +11,840 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: 3,647,646 shares; 2024Q4: 3,615,789 shares; 2025Q1: 3,572,628 shares; 2025Q2: 3,509,802 shares; 2025Q3: 3,438,726 shares; 2025Q4: 3,389,754 shares 3,389,754 $408M 0.48% -48,972 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: 8,486,616 shares; 2024Q4: 7,298,559 shares; 2025Q1: 7,374,574 shares; 2025Q2: 7,488,072 shares; 2025Q3: 7,460,988 shares; 2025Q4: 7,491,430 shares 7,491,430 $403M 0.47% +30,442 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: 1,434,622 shares; 2024Q4: 1,438,210 shares; 2025Q1: 1,420,618 shares; 2025Q2: 1,409,065 shares; 2025Q3: 1,395,752 shares; 2025Q4: 2,754,722 shares 2,754,722 $397M 0.46% +1,358,970 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626,605 shares; 2024Q4: 3,625,723 shares; 2025Q1: 3,623,070 shares; 2025Q2: 3,604,005 shares; 2025Q3: 3,602,874 shares; 2025Q4: 3,604,281 shares 3,604,281 $395M 0.46% +1,407 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: 7,282,813 shares; 2024Q4: 7,291,256 shares; 2025Q1: 7,419,760 shares; 2025Q2: 7,340,608 shares; 2025Q3: 7,253,487 shares; 2025Q4: 7,095,289 shares 7,095,289 $390M 0.46% -158,198 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: 8,007,565 shares; 2024Q4: 7,804,415 shares; 2025Q1: 7,605,079 shares; 2025Q2: 7,386,227 shares; 2025Q3: 7,197,275 shares; 2025Q4: 7,095,051 shares 7,095,051 $379M 0.44% -102,224 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: 2,400,635 shares; 2024Q4: 2,339,402 shares; 2025Q1: 2,287,818 shares; 2025Q2: 2,246,996 shares; 2025Q3: 2,152,508 shares; 2025Q4: 2,248,446 shares 2,248,446 $360M 0.42% +95,938 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: 3,045,301 shares; 2024Q4: 2,966,396 shares; 2025Q1: 2,920,157 shares; 2025Q2: 2,870,124 shares; 2025Q3: 2,832,552 shares; 2025Q4: 2,779,141 shares 2,779,141 $348M 0.41% -53,411 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119,326 shares; 2024Q4: 1,119,390 shares; 2025Q1: 1,094,757 shares; 2025Q2: 1,040,644 shares; 2025Q3: 1,025,873 shares; 2025Q4: 1,039,878 shares 1,039,878 $343M 0.4% +14,005 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: 4,768,708 shares; 2024Q4: 4,910,376 shares; 2025Q1: 5,098,891 shares; 2025Q2: 5,212,331 shares; 2025Q3: 5,175,218 shares; 2025Q4: 5,088,696 shares 5,088,696 $336M 0.39% -86,522 Timeline SCHF 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: 7,494,147 shares; 2024Q4: 15,204,913 shares; 2025Q1: 14,518,942 shares; 2025Q2: 13,545,100 shares; 2025Q3: 14,032,989 shares; 2025Q4: 13,933,424 shares 13,933,424 $335M 0.39% -99,565 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: 1,040,505 shares; 2024Q4: 1,035,216 shares; 2025Q1: 1,011,715 shares; 2025Q2: 1,002,899 shares; 2025Q3: 955,539 shares; 2025Q4: 949,685 shares 949,685 $333M 0.39% -5,854 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: 691,648 shares; 2024Q4: 695,118 shares; 2025Q1: 765,057 shares; 2025Q2: 767,160 shares; 2025Q3: 797,375 shares; 2025Q4: 833,104 shares 833,104 $330M 0.39% +35,729 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: 2,151,964 shares; 2024Q4: 2,209,632 shares; 2025Q1: 2,222,280 shares; 2025Q2: 2,183,593 shares; 2025Q3: 2,166,316 shares; 2025Q4: 2,133,479 shares 2,133,479 $325M 0.38% -32,837 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: 488,689 shares; 2024Q4: 485,738 shares; 2025Q1: 482,425 shares; 2025Q2: 495,709 shares; 2025Q3: 501,712 shares; 2025Q4: 491,976 shares 491,976 $309M 0.36% -9,736 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: 1,552,335 shares; 2024Q4: 1,570,294 shares; 2025Q1: 1,667,774 shares; 2025Q2: 1,667,934 shares; 2025Q3: 1,593,234 shares; 2025Q4: 1,573,278 shares 1,573,278 $307M 0.36% -19,956 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179,134 shares; 2024Q4: 4,251,283 shares; 2025Q1: 4,355,252 shares; 2025Q2: 2,284,750 shares; 2025Q3: 2,189,330 shares; 2025Q4: 2,089,915 shares 2,089,915 $295M 0.35% -99,415 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: 4,415,295 shares; 2024Q4: 4,404,016 shares; 2025Q1: 4,322,870 shares; 2025Q2: 4,272,817 shares; 2025Q3: 4,206,235 shares; 2025Q4: 4,156,858 shares 4,156,858 $291M 0.34% -49,377 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,258 shares; 2024Q4: 570,452 shares; 2025Q1: 605,556 shares; 2025Q2: 659,590 shares; 2025Q3: 751,222 shares; 2025Q4: 775,933 shares 775,933 $290M 0.34% +24,711 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: 4,247,584 shares; 2024Q4: 4,022,050 shares; 2025Q1: 3,946,235 shares; 2025Q2: 3,898,096 shares; 2025Q3: 3,822,622 shares; 2025Q4: 3,754,419 shares 3,754,419 $289M 0.34% -68,203 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: 1,038,293 shares; 2024Q4: 1,014,632 shares; 2025Q1: 982,337 shares; 2025Q2: 966,300 shares; 2025Q3: 946,514 shares; 2025Q4: 921,978 shares 921,978 $282M 0.33% -24,536 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: 559,041 shares; 2024Q4: 548,782 shares; 2025Q1: 530,597 shares; 2025Q2: 518,577 shares; 2025Q3: 506,048 shares; 2025Q4: 490,854 shares 490,854 $281M 0.33% -15,194 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: 1,094,204 shares; 2024Q4: 1,069,679 shares; 2025Q1: 1,040,872 shares; 2025Q2: 1,009,118 shares; 2025Q3: 1,017,744 shares; 2025Q4: 1,061,489 shares 1,061,489 $279M 0.33% +43,745 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949,270 shares; 2024Q4: 1,911,303 shares; 2025Q1: 1,871,971 shares; 2025Q2: 1,735,139 shares; 2025Q3: 1,655,061 shares; 2025Q4: 1,607,011 shares 1,607,011 $261M 0.31% -48,050 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: 552,964 shares; 2024Q4: 583,559 shares; 2025Q1: 890,852 shares; 2025Q2: 926,355 shares; 2025Q3: 967,728 shares; 2025Q4: 914,092 shares 914,092 $261M 0.31% -53,636 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: 2,243,154 shares; 2024Q4: 2,240,674 shares; 2025Q1: 2,075,963 shares; 2025Q2: 2,058,062 shares; 2025Q3: 2,023,089 shares; 2025Q4: 1,960,158 shares 1,960,158 $260M 0.3% -62,931 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: 1,117,036 shares; 2024Q4: 1,105,074 shares; 2025Q1: 1,107,120 shares; 2025Q2: 1,096,904 shares; 2025Q3: 1,062,134 shares; 2025Q4: 961,922 shares 961,922 $258M 0.3% -100,212 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: 662,899 shares; 2024Q4: 1,328,754 shares; 2025Q1: 1,429,519 shares; 2025Q2: 1,356,098 shares; 2025Q3: 1,364,442 shares; 2025Q4: 1,371,066 shares 1,371,066 $253M 0.3% +6,624 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: 1,099,495 shares; 2024Q4: 1,130,377 shares; 2025Q1: 1,146,145 shares; 2025Q2: 1,135,609 shares; 2025Q3: 1,170,332 shares; 2025Q4: 1,125,865 shares 1,125,865 $241M 0.28% -44,467 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345,337 shares; 2024Q4: 2,347,173 shares; 2025Q1: 2,308,710 shares; 2025Q2: 2,271,601 shares; 2025Q3: 2,338,603 shares; 2025Q4: 2,499,475 shares 2,499,475 $233M 0.27% +160,872 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: 1,924,059 shares; 2024Q4: 1,877,866 shares; 2025Q1: 1,792,716 shares; 2025Q2: 1,718,423 shares; 2025Q3: 1,661,446 shares; 2025Q4: 1,604,726 shares 1,604,726 $230M 0.27% -56,720 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: 2,344,429 shares; 2024Q4: 2,435,414 shares; 2025Q1: 2,479,809 shares; 2025Q2: 2,366,170 shares; 2025Q3: 2,299,785 shares; 2025Q4: 2,294,369 shares 2,294,369 $229M 0.27% -5,416 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: 2,989,988 shares; 2024Q4: 3,066,037 shares; 2025Q1: 2,960,952 shares; 2025Q2: 2,914,327 shares; 2025Q3: 2,880,333 shares; 2025Q4: 2,783,743 shares 2,783,743 $223M 0.26% -96,590 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: 212,943 shares; 2025Q1: 215,556 shares; 2025Q2: 212,213 shares; 2025Q3: 210,305 shares; 2025Q4: 207,862 shares 207,862 $222M 0.26% -2,443 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: 751,095 shares; 2024Q4: 738,025 shares; 2025Q1: 731,073 shares; 2025Q2: 709,668 shares; 2025Q3: 687,451 shares; 2025Q4: 668,068 shares 668,068 $219M 0.26% -19,383 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404,736 shares; 2024Q4: 1,485,364 shares; 2025Q1: 1,561,171 shares; 2025Q2: 1,572,826 shares; 2025Q3: 1,567,496 shares; 2025Q4: 1,584,378 shares 1,584,378 $217M 0.25% +16,882 Timeline SCHE 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: 3,812,699 shares; 2024Q4: 888,725 shares; 2025Q1: 3,653,803 shares; 2025Q2: 3,445,757 shares; 2025Q3: 6,510,778 shares; 2025Q4: 6,543,475 shares 6,543,475 $214M 0.25% +32,697 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: 1,302,761 shares; 2024Q4: 1,314,302 shares; 2025Q1: 1,294,329 shares; 2025Q2: 1,260,982 shares; 2025Q3: 1,238,180 shares; 2025Q4: 1,207,914 shares 1,207,914 $207M 0.24% -30,266 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: 616,830 shares; 2024Q4: 632,967 shares; 2025Q1: 615,064 shares; 2025Q2: 603,120 shares; 2025Q3: 584,432 shares; 2025Q4: 572,278 shares 572,278 $179M 0.21% -12,154 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286,572 shares; 2024Q4: 3,278,156 shares; 2025Q1: 3,268,410 shares; 2025Q2: 3,308,587 shares; 2025Q3: 3,307,293 shares; 2025Q4: 3,248,348 shares 3,248,348 $178M 0.21% -58,945 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416,227 shares; 2024Q4: 3,583,701 shares; 2025Q1: 3,565,817 shares; 2025Q2: 3,943,092 shares; 2025Q3: 3,656,306 shares; 2025Q4: 3,508,879 shares 3,508,879 $176M 0.21% -147,427 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133,554 shares; 2024Q4: 1,149,597 shares; 2025Q1: 1,136,682 shares; 2025Q2: 997,673 shares; 2025Q3: 982,935 shares; 2025Q4: 840,415 shares 840,415 $176M 0.21% -142,520 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: 839,350 shares; 2024Q4: 826,636 shares; 2025Q1: 812,208 shares; 2025Q2: 793,666 shares; 2025Q3: 779,481 shares; 2025Q4: 758,943 shares 758,943 $176M 0.21% -20,538 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,802 shares; 2024Q4: 858,624 shares; 2025Q1: 848,496 shares; 2025Q2: 845,854 shares; 2025Q3: 768,594 shares; 2025Q4: 824,090 shares 824,090 $173M 0.2% +55,496 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: 450,420 shares; 2024Q4: 445,638 shares; 2025Q1: 447,955 shares; 2025Q2: 459,936 shares; 2025Q3: 460,911 shares; 2025Q4: 459,206 shares 459,206 $170M 0.2% -1,705 Timeline SCHP 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: 855,942 shares; 2024Q4: 1,433,415 shares; 2025Q1: 1,368,549 shares; 2025Q2: 1,626,859 shares; 2025Q3: 16,265,679 shares; 2025Q4: 6,404,227 shares 6,404,227 $170M 0.2% -9,861,452 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: 957,698 shares; 2024Q4: 954,135 shares; 2025Q1: 933,014 shares; 2025Q2: 926,531 shares; 2025Q3: 922,820 shares; 2025Q4: 923,047 shares 923,047 $169M 0.2% +227 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: 298,867 shares; 2024Q4: 316,689 shares; 2025Q1: 335,647 shares; 2025Q2: 356,579 shares; 2025Q3: 367,132 shares; 2025Q4: 374,402 shares 374,402 $168M 0.2% +7,270 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: 1,965,777 shares; 2024Q4: 1,912,197 shares; 2025Q1: 1,817,474 shares; 2025Q2: 1,702,210 shares; 2025Q3: 1,633,247 shares; 2025Q4: 1,580,821 shares 1,580,821 $166M 0.19% -52,426 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: 917,360 shares; 2024Q4: 908,159 shares; 2025Q1: 881,565 shares; 2025Q2: 871,114 shares; 2025Q3: 847,904 shares; 2025Q4: 822,333 shares 822,333 $160M 0.19% -25,571 Timeline 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: 2,687,948 shares; 2024Q4: 2,775,610 shares; 2025Q1: 2,916,203 shares; 2025Q2: 2,852,126 shares; 2025Q3: 2,850,324 shares; 2025Q4: 2,811,846 shares 2,811,846 $160M 0.19% -38,478 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: 565,357 shares; 2024Q4: 557,736 shares; 2025Q1: 546,215 shares; 2025Q2: 539,356 shares; 2025Q3: 538,036 shares; 2025Q4: 540,528 shares 540,528 $160M 0.19% +2,492 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,105 shares; 2024Q4: 914,668 shares; 2025Q1: 892,175 shares; 2025Q2: 884,249 shares; 2025Q3: 840,174 shares; 2025Q4: 831,903 shares 831,903 $159M 0.19% -8,271 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: 189,109 shares; 2024Q4: 188,677 shares; 2025Q1: 198,694 shares; 2025Q2: 201,417 shares; 2025Q3: 209,179 shares; 2025Q4: 1,036,435 shares 1,036,435 $159M 0.19% +827,256 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: 1,160,186 shares; 2024Q4: 1,125,515 shares; 2025Q1: 1,122,887 shares; 2025Q2: 1,137,906 shares; 2025Q3: 1,130,142 shares; 2025Q4: 1,111,508 shares 1,111,508 $157M 0.18% -18,634 Timeline SPHY 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: 4,853,229 shares; 2024Q4: 4,984,635 shares; 2025Q1: 5,224,679 shares; 2025Q2: 5,175,599 shares; 2025Q3: 5,669,418 shares; 2025Q4: 6,510,583 shares 6,510,583 $154M 0.18% +841,165 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: 1,146,855 shares; 2024Q4: 1,096,154 shares; 2025Q1: 1,060,877 shares; 2025Q2: 1,015,529 shares; 2025Q3: 976,111 shares; 2025Q4: 877,243 shares 877,243 $154M 0.18% -98,868 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: 636,417 shares; 2024Q4: 634,536 shares; 2025Q1: 631,309 shares; 2025Q2: 619,973 shares; 2025Q3: 618,040 shares; 2025Q4: 593,397 shares 593,397 $153M 0.18% -24,643 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: 186,195 shares; 2024Q4: 184,946 shares; 2025Q1: 182,553 shares; 2025Q2: 176,297 shares; 2025Q3: 176,523 shares; 2025Q4: 173,140 shares 173,140 $152M 0.18% -3,383 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,683 shares; 2024Q4: 543,013 shares; 2025Q1: 532,173 shares; 2025Q2: 528,096 shares; 2025Q3: 524,094 shares; 2025Q4: 522,898 shares 522,898 $152M 0.18% -1,196 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,792 shares; 2024Q4: 1,641,559 shares; 2025Q1: 1,516,998 shares; 2025Q2: 1,474,234 shares; 2025Q3: 1,322,287 shares; 2025Q4: 1,311,881 shares 1,311,881 $149M 0.18% -10,406 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,610 shares; 2024Q4: 1,706,178 shares; 2025Q1: 1,775,151 shares; 2025Q2: 1,789,138 shares; 2025Q3: 1,968,298 shares; 2025Q4: 2,424,734 shares 2,424,734 $149M 0.17% +456,436 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: 322,435 shares; 2024Q4: 319,442 shares; 2025Q1: 306,098 shares; 2025Q2: 302,853 shares; 2025Q3: 301,465 shares; 2025Q4: 292,462 shares 292,462 $143M 0.17% -9,003 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: 284,661 shares; 2024Q4: 268,136 shares; 2025Q1: 261,437 shares; 2025Q2: 255,768 shares; 2025Q3: 254,972 shares; 2025Q4: 269,867 shares 269,867 $141M 0.17% +14,895 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: 572,405 shares; 2024Q4: 569,854 shares; 2025Q1: 561,718 shares; 2025Q2: 554,337 shares; 2025Q3: 544,360 shares; 2025Q4: 531,747 shares 531,747 $137M 0.16% -12,613 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: 508,771 shares; 2024Q4: 551,994 shares; 2025Q1: 599,838 shares; 2025Q2: 570,341 shares; 2025Q3: 578,898 shares; 2025Q4: 594,572 shares 594,572 $136M 0.16% +15,674 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: 316,591 shares; 2024Q4: 309,472 shares; 2025Q1: 335,578 shares; 2025Q2: 333,856 shares; 2025Q3: 329,481 shares; 2025Q4: 319,159 shares 319,159 $136M 0.16% -10,322 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: 180,399 shares; 2024Q4: 177,259 shares; 2025Q1: 177,250 shares; 2025Q2: 177,729 shares; 2025Q3: 194,159 shares; 2025Q4: 200,367 shares 200,367 $133M 0.16% +6,208 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: 133,849 shares; 2024Q4: 120,308 shares; 2025Q1: 119,287 shares; 2025Q2: 131,686 shares; 2025Q3: 133,279 shares; 2025Q4: 1,409,616 shares 1,409,616 $132M 0.15% +1,276,337 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 97,737 shares; 2025Q1: 99,262 shares; 2025Q2: 99,355 shares; 2025Q3: 98,756 shares; 2025Q4: 99,121 shares 99,121 $132M 0.15% +365 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: 760,980 shares; 2024Q4: 760,919 shares; 2025Q1: 753,401 shares; 2025Q2: 755,354 shares; 2025Q3: 743,889 shares; 2025Q4: 741,472 shares 741,472 $132M 0.15% -2,417 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: 911,102 shares; 2024Q4: 902,603 shares; 2025Q1: 850,550 shares; 2025Q2: 817,701 shares; 2025Q3: 771,963 shares; 2025Q4: 745,367 shares 745,367 $129M 0.15% -26,596 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: 288,083 shares; 2024Q4: 304,757 shares; 2025Q1: 347,164 shares; 2025Q2: 358,163 shares; 2025Q3: 380,526 shares; 2025Q4: 391,191 shares 391,191 $125M 0.15% +10,665 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: 781,823 shares; 2024Q4: 776,350 shares; 2025Q1: 776,423 shares; 2025Q2: 776,016 shares; 2025Q3: 759,545 shares; 2025Q4: 759,153 shares 759,153 $122M 0.14% -392 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,601 shares; 2024Q4: 498,967 shares; 2025Q1: 481,921 shares; 2025Q2: 458,708 shares; 2025Q3: 458,192 shares; 2025Q4: 444,812 shares 444,812 $121M 0.14% -13,380 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: 1,129,858 shares; 2024Q4: 1,255,215 shares; 2025Q1: 1,545,387 shares; 2025Q2: 1,578,850 shares; 2025Q3: 1,530,549 shares; 2025Q4: 1,465,504 shares 1,465,504 $120M 0.14% -65,045 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580,376 shares; 2024Q4: 2,400,507 shares; 2025Q1: 2,294,136 shares; 2025Q2: 1,633,133 shares; 2025Q3: 1,624,255 shares; 2025Q4: 1,623,995 shares 1,623,995 $118M 0.14% -260 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: 23,539 shares; 2024Q4: 23,540 shares; 2025Q1: 23,269 shares; 2025Q2: 22,623 shares; 2025Q3: 22,477 shares; 2025Q4: 21,939 shares 21,939 $117M 0.14% -538 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: 440,161 shares; 2024Q4: 533,967 shares; 2025Q1: 694,127 shares; 2025Q2: 697,706 shares; 2025Q3: 730,591 shares; 2025Q4: 723,921 shares 723,921 $117M 0.14% -6,670 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: 382,726 shares; 2024Q4: 408,290 shares; 2025Q1: 371,942 shares; 2025Q2: 374,026 shares; 2025Q3: 382,636 shares; 2025Q4: 383,287 shares 383,287 $116M 0.14% +651 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461,367 shares; 2024Q4: 1,658,474 shares; 2025Q1: 1,602,454 shares; 2025Q2: 1,350,593 shares; 2025Q3: 943,485 shares; 2025Q4: 938,839 shares 938,839 $116M 0.14% -4,646 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: 1,485,583 shares; 2024Q4: 1,422,836 shares; 2025Q1: 1,399,856 shares; 2025Q2: 1,301,958 shares; 2025Q3: 1,218,392 shares; 2025Q4: 1,196,290 shares 1,196,290 $115M 0.13% -22,102 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: 2,022,970 shares; 2024Q4: 1,924,591 shares; 2025Q1: 1,685,446 shares; 2025Q2: 1,530,193 shares; 2025Q3: 1,413,082 shares; 2025Q4: 1,119,979 shares 1,119,979 $109M 0.13% -293,103 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: 288,064 shares; 2024Q4: 269,702 shares; 2025Q1: 260,132 shares; 2025Q2: 259,212 shares; 2025Q3: 245,979 shares; 2025Q4: 234,633 shares 234,633 $109M 0.13% -11,346 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: 669,302 shares; 2024Q4: 668,827 shares; 2025Q1: 651,704 shares; 2025Q2: 675,930 shares; 2025Q3: 669,331 shares; 2025Q4: 680,338 shares 680,338 $109M 0.13% +11,007 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: 770,388 shares; 2024Q4: 697,937 shares; 2025Q1: 694,153 shares; 2025Q2: 677,793 shares; 2025Q3: 615,311 shares; 2025Q4: 554,054 shares 554,054 $106M 0.12% -61,257 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: 1,122,536 shares; 2024Q4: 1,095,320 shares; 2025Q1: 877,222 shares; 2025Q2: 854,552 shares; 2025Q3: 849,884 shares; 2025Q4: 859,071 shares 859,071 $105M 0.12% +9,187 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: 1,085,230 shares; 2024Q4: 1,068,697 shares; 2025Q1: 991,239 shares; 2025Q2: 936,550 shares; 2025Q3: 932,960 shares; 2025Q4: 903,879 shares 903,879 $103M 0.12% -29,081 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: 263,600 shares; 2024Q4: 260,898 shares; 2025Q1: 338,586 shares; 2025Q2: 344,112 shares; 2025Q3: 343,648 shares; 2025Q4: 348,044 shares 348,044 $102M 0.12% +4,396 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: 471,685 shares; 2024Q4: 479,272 shares; 2025Q1: 423,685 shares; 2025Q2: 412,717 shares; 2025Q3: 393,864 shares; 2025Q4: 385,136 shares 385,136 $102M 0.12% -8,728 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: 510,457 shares; 2024Q4: 508,604 shares; 2025Q1: 605,997 shares; 2025Q2: 646,637 shares; 2025Q3: 659,247 shares; 2025Q4: 658,218 shares 658,218 $101M 0.12% -1,029 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: 1,307,504 shares; 2024Q4: 1,281,828 shares; 2025Q1: 1,321,964 shares; 2025Q2: 1,325,936 shares; 2025Q3: 1,339,400 shares; 2025Q4: 1,369,464 shares 1,369,464 $101M 0.12% +30,064 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: 187,651 shares; 2024Q4: 180,642 shares; 2025Q1: 177,933 shares; 2025Q2: 173,633 shares; 2025Q3: 173,194 shares; 2025Q4: 171,921 shares 171,921 $99.6M 0.12% -1,273 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: 6,268,172 shares; 2024Q4: 5,776,585 shares; 2025Q1: 5,213,250 shares; 2025Q2: 4,721,304 shares; 2025Q3: 4,259,362 shares; 2025Q4: 3,988,537 shares 3,988,537 $99.3M 0.12% -270,825 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,004 shares; 2024Q4: 717,400 shares; 2025Q1: 708,297 shares; 2025Q2: 616,663 shares; 2025Q3: 391,065 shares; 2025Q4: 466,762 shares 466,762 $99M 0.12% +75,697 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: 445,469 shares; 2024Q4: 445,005 shares; 2025Q1: 440,444 shares; 2025Q2: 429,512 shares; 2025Q3: 423,207 shares; 2025Q4: 408,896 shares 408,896 $98.6M 0.12% -14,311 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: 56,013 shares; 2024Q4: 55,233 shares; 2025Q1: 72,893 shares; 2025Q2: 97,519 shares; 2025Q3: 96,894 shares; 2025Q4: 96,886 shares 96,886 $97.8M 0.11% -8 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: 319,713 shares; 2024Q4: 316,766 shares; 2025Q1: 303,672 shares; 2025Q2: 298,406 shares; 2025Q3: 297,988 shares; 2025Q4: 293,315 shares 293,315 $90.4M 0.11% -4,673 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: 210,853 shares; 2024Q4: 326,233 shares; 2025Q1: 422,010 shares; 2025Q2: 443,787 shares; 2025Q3: 480,438 shares; 2025Q4: 494,001 shares 494,001 $87.8M 0.1% +13,563 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: 405,888 shares; 2024Q4: 407,460 shares; 2025Q1: 416,202 shares; 2025Q2: 462,974 shares; 2025Q3: 463,712 shares; 2025Q4: 490,834 shares 490,834 $87.1M 0.1% +27,122 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: 741,618 shares; 2024Q4: 734,098 shares; 2025Q1: 720,680 shares; 2025Q2: 726,354 shares; 2025Q3: 645,940 shares; 2025Q4: 631,325 shares 631,325 $85.3M 0.1% -14,615 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: 67,443 shares; 2024Q4: 65,016 shares; 2025Q1: 64,864 shares; 2025Q2: 90,791 shares; 2025Q3: 133,015 shares; 2025Q4: 150,282 shares 150,282 $85.1M 0.1% +17,267 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,937 shares; 2024Q4: 93,538 shares; 2025Q1: 282,559 shares; 2025Q2: 291,867 shares; 2025Q3: 294,755 shares; 2025Q4: 327,811 shares 327,811 $82.9M 0.1% +33,056 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918,607 shares; 2024Q4: 1,898,313 shares; 2025Q1: 1,857,837 shares; 2025Q2: 1,840,477 shares; 2025Q3: 1,777,580 shares; 2025Q4: 1,742,920 shares 1,742,920 $81M 0.09% -34,660 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: 1,937,446 shares; 2024Q4: 1,749,205 shares; 2025Q1: 1,727,299 shares; 2025Q2: 1,919,999 shares; 2025Q3: 2,001,099 shares; 2025Q4: 2,048,260 shares 2,048,260 $80.8M 0.09% +47,161 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: 953,187 shares; 2024Q4: 1,697,051 shares; 2025Q1: 1,601,213 shares; 2025Q2: 948,805 shares; 2025Q3: 909,085 shares; 2025Q4: 921,383 shares 921,383 $80.3M 0.09% +12,298 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: 215,168 shares; 2024Q4: 304,131 shares; 2025Q1: 476,160 shares; 2025Q2: 595,607 shares; 2025Q3: 737,533 shares; 2025Q4: 909,603 shares 909,603 $77.7M 0.09% +172,070 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: 3,245,145 shares; 2024Q4: 2,845,483 shares; 2025Q1: 2,625,590 shares; 2025Q2: 2,482,718 shares; 2025Q3: 2,103,911 shares; 2025Q4: 2,065,996 shares 2,065,996 $76.2M 0.09% -37,915 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: 986,504 shares; 2024Q4: 934,466 shares; 2025Q1: 923,587 shares; 2025Q2: 882,094 shares; 2025Q3: 842,382 shares; 2025Q4: 894,155 shares 894,155 $75.3M 0.09% +51,773 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: 538,397 shares; 2024Q4: 547,557 shares; 2025Q1: 596,923 shares; 2025Q2: 623,297 shares; 2025Q3: 596,292 shares; 2025Q4: 1,012,001 shares 1,012,001 $75M 0.09% +415,709 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,835 shares; 2024Q4: 488,231 shares; 2025Q1: 601,616 shares; 2025Q2: 998,135 shares; 2025Q3: 1,066,444 shares; 2025Q4: 733,537 shares 733,537 $74.6M 0.09% -332,907 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,407 shares; 2024Q4: 403,599 shares; 2025Q1: 397,782 shares; 2025Q2: 402,266 shares; 2025Q3: 408,295 shares; 2025Q4: 406,592 shares 406,592 $74M 0.09% -1,703 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939,626 shares; 2024Q4: 1,693,084 shares; 2025Q1: 1,647,926 shares; 2025Q2: 1,565,887 shares; 2025Q3: 1,458,051 shares; 2025Q4: 1,338,597 shares 1,338,597 $72.2M 0.08% -119,454 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,518 shares; 2024Q4: 22,872 shares; 2025Q1: 31,296 shares; 2025Q2: 33,781 shares; 2025Q3: 35,209 shares; 2025Q4: 35,784 shares 35,784 $72.1M 0.08% +575 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: 697,319 shares; 2024Q4: 656,189 shares; 2025Q1: 650,137 shares; 2025Q2: 635,147 shares; 2025Q3: 594,671 shares; 2025Q4: 558,277 shares 558,277 $71.3M 0.08% -36,394 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: 922,588 shares; 2024Q4: 917,526 shares; 2025Q1: 904,759 shares; 2025Q2: 923,744 shares; 2025Q3: 877,233 shares; 2025Q4: 913,353 shares 913,353 $71.1M 0.08% +36,120 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,274 shares; 2024Q4: 851,387 shares; 2025Q1: 825,203 shares; 2025Q2: 835,568 shares; 2025Q3: 780,169 shares; 2025Q4: 738,824 shares 738,824 $70.3M 0.08% -41,345 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,987 shares; 2024Q4: 1,766,047 shares; 2025Q1: 1,734,743 shares; 2025Q2: 1,616,741 shares; 2025Q3: 1,473,629 shares; 2025Q4: 1,502,900 shares 1,502,900 $69.9M 0.08% +29,271 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,074 shares; 2024Q4: 465,025 shares; 2025Q1: 470,728 shares; 2025Q2: 466,704 shares; 2025Q3: 444,485 shares; 2025Q4: 425,493 shares 425,493 $69.5M 0.08% -18,992 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: 60,875 shares; 2024Q4: 67,202 shares; 2025Q1: 64,641 shares; 2025Q2: 65,624 shares; 2025Q3: 59,248 shares; 2025Q4: 57,014 shares 57,014 $69.3M 0.08% -2,234 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: 1,342,435 shares; 2024Q4: 1,233,606 shares; 2025Q1: 1,231,629 shares; 2025Q2: 823,869 shares; 2025Q3: 780,361 shares; 2025Q4: 728,703 shares 728,703 $68.6M 0.08% -51,658 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: 77,508 shares; 2024Q4: 76,842 shares; 2025Q1: 79,582 shares; 2025Q2: 78,500 shares; 2025Q3: 78,014 shares; 2025Q4: 77,437 shares 77,437 $68.1M 0.08% -577 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,367 shares; 2024Q4: 285,527 shares; 2025Q1: 281,731 shares; 2025Q2: 279,894 shares; 2025Q3: 278,376 shares; 2025Q4: 263,672 shares 263,672 $68M 0.08% -14,704 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: 436,029 shares; 2025Q1: 437,832 shares; 2025Q2: 413,392 shares; 2025Q3: 408,205 shares; 2025Q4: 396,690 shares 396,690 $67.9M 0.08% -11,515 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104,640 shares; 2024Q4: 1,290,086 shares; 2025Q1: 1,291,369 shares; 2025Q2: 1,281,857 shares; 2025Q3: 1,261,807 shares; 2025Q4: 1,239,065 shares 1,239,065 $67.9M 0.08% -22,742 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: 2,427,100 shares; 2024Q4: 2,202,202 shares; 2025Q1: 1,929,473 shares; 2025Q2: 1,857,688 shares; 2025Q3: 1,769,161 shares; 2025Q4: 1,645,012 shares 1,645,012 $67M 0.08% -124,149 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: 91,135 shares; 2024Q4: 93,217 shares; 2025Q1: 96,452 shares; 2025Q2: 98,379 shares; 2025Q3: 100,542 shares; 2025Q4: 101,558 shares 101,558 $66.4M 0.08% +1,016 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,356 shares; 2024Q4: 347,742 shares; 2025Q1: 565,681 shares; 2025Q2: 760,011 shares; 2025Q3: 1,197,958 shares; 2025Q4: 1,409,498 shares 1,409,498 $66.3M 0.08% +211,540 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: 968,774 shares; 2024Q4: 999,143 shares; 2025Q1: 1,042,187 shares; 2025Q2: 1,128,304 shares; 2025Q3: 1,161,890 shares; 2025Q4: 1,250,828 shares 1,250,828 $66.1M 0.08% +88,938 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: 88,151 shares; 2024Q4: 88,835 shares; 2025Q1: 85,759 shares; 2025Q2: 83,760 shares; 2025Q3: 81,577 shares; 2025Q4: 80,575 shares 80,575 $66.1M 0.08% -1,002 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: 375,566 shares; 2024Q4: 375,338 shares; 2025Q1: 265,362 shares; 2025Q2: 248,350 shares; 2025Q3: 245,177 shares; 2025Q4: 241,239 shares 241,239 $65.9M 0.08% -3,938 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: 850,507 shares; 2024Q4: 825,927 shares; 2025Q1: 824,651 shares; 2025Q2: 786,021 shares; 2025Q3: 754,310 shares; 2025Q4: 700,222 shares 700,222 $65.5M 0.08% -54,088 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: 521,007 shares; 2024Q4: 472,648 shares; 2025Q1: 449,440 shares; 2025Q2: 421,450 shares; 2025Q3: 428,488 shares; 2025Q4: 422,040 shares 422,040 $65.3M 0.08% -6,448 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,800 shares; 2024Q4: 296,641 shares; 2025Q1: 285,216 shares; 2025Q2: 280,492 shares; 2025Q3: 280,162 shares; 2025Q4: 543,348 shares 543,348 $64.9M 0.08% +263,186 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: 825,982 shares; 2024Q4: 800,267 shares; 2025Q1: 808,913 shares; 2025Q2: 832,608 shares; 2025Q3: 824,437 shares; 2025Q4: 779,757 shares 779,757 $64.6M 0.08% -44,680 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: 785,077 shares; 2024Q4: 865,908 shares; 2025Q1: 899,670 shares; 2025Q2: 885,962 shares; 2025Q3: 892,609 shares; 2025Q4: 799,630 shares 799,630 $64.5M 0.08% -92,979 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935,852 shares; 2024Q4: 7,371,486 shares; 2025Q1: 7,480,533 shares; 2025Q2: 2,568,987 shares; 2025Q3: 1,166,949 shares; 2025Q4: 1,192,186 shares 1,192,186 $64.2M 0.08% +25,237 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: 232,649 shares; 2024Q4: 246,545 shares; 2025Q1: 242,587 shares; 2025Q2: 262,288 shares; 2025Q3: 269,758 shares; 2025Q4: 291,481 shares 291,481 $63.3M 0.07% +21,723 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: 157,978 shares; 2024Q4: 152,975 shares; 2025Q1: 145,299 shares; 2025Q2: 138,305 shares; 2025Q3: 130,859 shares; 2025Q4: 126,980 shares 126,980 $61.4M 0.07% -3,879 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,748 shares; 2024Q4: 274,913 shares; 2025Q1: 264,074 shares; 2025Q2: 256,389 shares; 2025Q3: 254,122 shares; 2025Q4: 248,633 shares 248,633 $61.2M 0.07% -5,489 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,789 shares; 2024Q4: 799,385 shares; 2025Q1: 795,770 shares; 2025Q2: 809,995 shares; 2025Q3: 808,193 shares; 2025Q4: 776,561 shares 776,561 $61.1M 0.07% -31,632 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: 507,375 shares; 2024Q4: 522,897 shares; 2025Q1: 529,258 shares; 2025Q2: 512,676 shares; 2025Q3: 513,827 shares; 2025Q4: 500,508 shares 500,508 $58.4M 0.07% -13,319 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,238 shares; 2024Q4: 77,646 shares; 2025Q1: 70,745 shares; 2025Q2: 408,888 shares; 2025Q3: 555,988 shares; 2025Q4: 671,653 shares 671,653 $58.1M 0.07% +115,665 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: 776,211 shares; 2024Q4: 754,508 shares; 2025Q1: 763,209 shares; 2025Q2: 744,272 shares; 2025Q3: 738,124 shares; 2025Q4: 735,600 shares 735,600 $58M 0.07% -2,524 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: 181,849 shares; 2024Q4: 182,825 shares; 2025Q1: 181,654 shares; 2025Q2: 173,952 shares; 2025Q3: 172,485 shares; 2025Q4: 164,420 shares 164,420 $57.8M 0.07% -8,065 Timeline SUB 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: 594,979 shares; 2024Q4: 551,568 shares; 2025Q1: 543,047 shares; 2025Q2: 544,529 shares; 2025Q3: 538,951 shares; 2025Q4: 530,406 shares 530,406 $56.6M 0.07% -8,545 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: 47,601 shares; 2024Q4: 45,521 shares; 2025Q1: 49,156 shares; 2025Q2: 48,226 shares; 2025Q3: 46,588 shares; 2025Q4: 52,533 shares 52,533 $56.2M 0.07% +5,945 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: 250,937 shares; 2024Q4: 306,519 shares; 2025Q1: 352,933 shares; 2025Q2: 340,450 shares; 2025Q3: 226,647 shares; 2025Q4: 159,416 shares 159,416 $55.8M 0.07% -67,231 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,443 shares; 2024Q4: 71,588 shares; 2025Q1: 110,630 shares; 2025Q2: 111,418 shares; 2025Q3: 120,995 shares; 2025Q4: 118,657 shares 118,657 $55.7M 0.07% -2,338 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: 398,196 shares; 2024Q4: 386,400 shares; 2025Q1: 410,886 shares; 2025Q2: 414,891 shares; 2025Q3: 372,012 shares; 2025Q4: 279,559 shares 279,559 $55.5M 0.07% -92,453 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: 228,806 shares; 2024Q4: 231,253 shares; 2025Q1: 236,079 shares; 2025Q2: 257,907 shares; 2025Q3: 253,853 shares; 2025Q4: 252,156 shares 252,156 $55.4M 0.06% -1,697 Timeline PFF 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: 2,271,596 shares; 2024Q4: 2,241,337 shares; 2025Q1: 2,192,452 shares; 2025Q2: 2,023,625 shares; 2025Q3: 1,970,712 shares; 2025Q4: 1,761,851 shares 1,761,851 $54.5M 0.06% -208,861 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,156 shares; 2024Q4: 191,492 shares; 2025Q1: 176,670 shares; 2025Q2: 176,481 shares; 2025Q3: 182,189 shares; 2025Q4: 180,387 shares 180,387 $54.5M 0.06% -1,802 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,813 shares; 2024Q4: 102,684 shares; 2025Q1: 96,871 shares; 2025Q2: 95,679 shares; 2025Q3: 94,767 shares; 2025Q4: 91,766 shares 91,766 $52.3M 0.06% -3,001 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: 43,799 shares; 2024Q4: 43,084 shares; 2025Q1: 76,414 shares; 2025Q2: 94,402 shares; 2025Q3: 145,123 shares; 2025Q4: 151,720 shares 151,720 $52M 0.06% +6,597 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: 63,351 shares; 2024Q4: 61,530 shares; 2025Q1: 60,987 shares; 2025Q2: 96,413 shares; 2025Q3: 99,737 shares; 2025Q4: 214,153 shares 214,153 $51.9M 0.06% +114,416 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,818 shares; 2024Q4: 276,986 shares; 2025Q1: 278,904 shares; 2025Q2: 162,637 shares; 2025Q3: 258,453 shares; 2025Q4: 159,943 shares 159,943 $51.7M 0.06% -98,510 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,304 shares; 2024Q4: 639,933 shares; 2025Q1: 641,021 shares; 2025Q2: 657,701 shares; 2025Q3: 810,914 shares; 2025Q4: 847,219 shares 847,219 $51.5M 0.06% +36,305 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: 1,193,858 shares; 2024Q4: 1,164,904 shares; 2025Q1: 1,114,726 shares; 2025Q2: 1,115,013 shares; 2025Q3: 1,085,819 shares; 2025Q4: 955,748 shares 955,748 $51.4M 0.06% -130,071 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: 276,597 shares; 2024Q4: 267,889 shares; 2025Q1: 255,695 shares; 2025Q2: 253,227 shares; 2025Q3: 287,236 shares; 2025Q4: 246,347 shares 246,347 $51.4M 0.06% -40,889 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,233 shares; 2024Q4: 1,795,091 shares; 2025Q1: 1,874,615 shares; 2025Q2: 1,910,495 shares; 2025Q3: 1,942,970 shares; 2025Q4: 1,946,845 shares 1,946,845 $51.2M 0.06% +3,875 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: 199,795 shares; 2024Q4: 197,633 shares; 2025Q1: 184,497 shares; 2025Q2: 182,904 shares; 2025Q3: 178,887 shares; 2025Q4: 177,054 shares 177,054 $51.1M 0.06% -1,833 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,931 shares; 2024Q4: 85,100 shares; 2025Q1: 99,122 shares; 2025Q2: 114,342 shares; 2025Q3: 126,396 shares; 2025Q4: 182,929 shares 182,929 $51.1M 0.06% +56,533 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: 2,899,159 shares; 2024Q4: 2,717,930 shares; 2025Q1: 2,578,141 shares; 2025Q2: 2,263,488 shares; 2025Q3: 2,045,589 shares; 2025Q4: 1,661,443 shares 1,661,443 $49.7M 0.06% -384,146 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,331 shares; 2024Q4: 136,326 shares; 2025Q1: 136,641 shares; 2025Q2: 134,867 shares; 2025Q3: 133,179 shares; 2025Q4: 129,010 shares 129,010 $49.5M 0.06% -4,169 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: 1,008,406 shares; 2024Q4: 1,016,584 shares; 2025Q1: 1,023,334 shares; 2025Q2: 1,014,147 shares; 2025Q3: 1,008,951 shares; 2025Q4: 1,023,249 shares 1,023,249 $49.4M 0.06% +14,298 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: 40,345 shares; 2024Q4: 40,271 shares; 2025Q1: 37,377 shares; 2025Q2: 551,755 shares; 2025Q3: 538,270 shares; 2025Q4: 531,177 shares 531,177 $48.4M 0.06% -7,093 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,690 shares; 2024Q4: 937,576 shares; 2025Q1: 877,477 shares; 2025Q2: 826,937 shares; 2025Q3: 803,691 shares; 2025Q4: 759,663 shares 759,663 $48.4M 0.06% -44,028 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: 2,174,835 shares; 2024Q4: 2,123,549 shares; 2025Q1: 2,002,108 shares; 2025Q2: 2,082,644 shares; 2025Q3: 2,054,243 shares; 2025Q4: 1,941,279 shares 1,941,279 $48.2M 0.06% -112,964 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,086 shares; 2024Q4: 530,243 shares; 2025Q1: 475,849 shares; 2025Q2: 462,897 shares; 2025Q3: 461,434 shares; 2025Q4: 500,993 shares 500,993 $47.7M 0.06% +39,559 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: 162,542 shares; 2024Q4: 159,423 shares; 2025Q1: 153,411 shares; 2025Q2: 152,663 shares; 2025Q3: 150,049 shares; 2025Q4: 146,801 shares 146,801 $47.6M 0.06% -3,248 Timeline ACWX 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: 760,102 shares; 2024Q4: 760,356 shares; 2025Q1: 746,220 shares; 2025Q2: 717,850 shares; 2025Q3: 693,961 shares; 2025Q4: 665,175 shares 665,175 $44.7M 0.05% -28,786 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: 226,815 shares; 2024Q4: 223,822 shares; 2025Q1: 217,304 shares; 2025Q2: 210,587 shares; 2025Q3: 207,418 shares; 2025Q4: 200,345 shares 200,345 $44M 0.05% -7,073 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: 219,595 shares; 2024Q4: 215,110 shares; 2025Q1: 211,129 shares; 2025Q2: 204,695 shares; 2025Q3: 196,505 shares; 2025Q4: 189,270 shares 189,270 $43.1M 0.05% -7,235 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: 115,634 shares; 2024Q4: 116,918 shares; 2025Q1: 103,422 shares; 2025Q2: 103,453 shares; 2025Q3: 148,985 shares; 2025Q4: 149,127 shares 149,127 $43.1M 0.05% +142 Timeline DSI 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: 389,695 shares; 2024Q4: 401,934 shares; 2025Q1: 343,418 shares; 2025Q2: 342,968 shares; 2025Q3: 320,642 shares; 2025Q4: 327,015 shares 327,015 $42.1M 0.05% +6,373 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: 752,826 shares; 2024Q4: 725,999 shares; 2025Q1: 628,070 shares; 2025Q2: 555,752 shares; 2025Q3: 445,437 shares; 2025Q4: 420,682 shares 420,682 $41.7M 0.05% -24,755 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: 415,206 shares; 2024Q4: 406,667 shares; 2025Q1: 462,639 shares; 2025Q2: 470,736 shares; 2025Q3: 479,643 shares; 2025Q4: 976,342 shares 976,342 $41.7M 0.05% +496,699 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: 398,518 shares; 2024Q4: 393,252 shares; 2025Q1: 396,360 shares; 2025Q2: 409,075 shares; 2025Q3: 355,622 shares; 2025Q4: 346,613 shares 346,613 $40.6M 0.05% -9,009 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: 94,843 shares; 2024Q4: 95,582 shares; 2025Q1: 93,981 shares; 2025Q2: 93,954 shares; 2025Q3: 86,104 shares; 2025Q4: 82,650 shares 82,650 $40.5M 0.05% -3,454 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,730 shares; 2024Q4: 975,861 shares; 2025Q1: 962,905 shares; 2025Q2: 990,169 shares; 2025Q3: 991,589 shares; 2025Q4: 1,076,596 shares 1,076,596 $40.3M 0.05% +85,007 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,943 shares; 2024Q4: 275,466 shares; 2025Q1: 280,127 shares; 2025Q2: 283,160 shares; 2025Q3: 283,035 shares; 2025Q4: 284,214 shares 284,214 $40.2M 0.05% +1,179 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,385 shares; 2024Q4: 735,902 shares; 2025Q1: 737,067 shares; 2025Q2: 788,977 shares; 2025Q3: 872,265 shares; 2025Q4: 906,767 shares 906,767 $40.1M 0.05% +34,502 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 81,690 shares; 2025Q2: 96,988 shares; 2025Q3: 101,441 shares; 2025Q4: 105,848 shares 105,848 $39.7M 0.05% +4,407 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: 222,399 shares; 2024Q4: 219,470 shares; 2025Q1: 216,231 shares; 2025Q2: 214,105 shares; 2025Q3: 212,533 shares; 2025Q4: 207,074 shares 207,074 $38.9M 0.05% -5,459 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: 565,037 shares; 2024Q4: 495,181 shares; 2025Q1: 461,917 shares; 2025Q2: 453,251 shares; 2025Q3: 432,840 shares; 2025Q4: 854,470 shares 854,470 $38.2M 0.04% +421,630 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: 71,716 shares; 2024Q4: 77,970 shares; 2025Q1: 82,583 shares; 2025Q2: 78,475 shares; 2025Q3: 79,022 shares; 2025Q4: 81,366 shares 81,366 $38.1M 0.04% +2,344 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744,342 shares; 2024Q4: 1,785,902 shares; 2025Q1: 1,849,470 shares; 2025Q2: 1,482,631 shares; 2025Q3: 1,074,685 shares; 2025Q4: 991,699 shares 991,699 $38.1M 0.04% -82,986 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: 439,676 shares; 2024Q4: 424,759 shares; 2025Q1: 400,837 shares; 2025Q2: 402,234 shares; 2025Q3: 426,816 shares; 2025Q4: 433,657 shares 433,657 $38M 0.04% +6,841 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250,582 shares; 2024Q4: 1,470,042 shares; 2025Q1: 1,690,786 shares; 2025Q2: 1,549,898 shares; 2025Q3: 1,599,958 shares; 2025Q4: 1,643,751 shares 1,643,751 $37.8M 0.04% +43,793 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,869 shares; 2024Q4: 52,004 shares; 2025Q1: 53,858 shares; 2025Q2: 53,052 shares; 2025Q3: 52,426 shares; 2025Q4: 49,100 shares 49,100 $37.6M 0.04% -3,326 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: 242,627 shares; 2024Q4: 248,540 shares; 2025Q1: 245,730 shares; 2025Q2: 223,060 shares; 2025Q3: 254,257 shares; 2025Q4: 267,269 shares 267,269 $36.8M 0.04% +13,012 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: 420,293 shares; 2024Q4: 416,899 shares; 2025Q1: 424,141 shares; 2025Q2: 425,296 shares; 2025Q3: 420,876 shares; 2025Q4: 419,842 shares 419,842 $36.6M 0.04% -1,034 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: 75,919 shares; 2024Q4: 75,238 shares; 2025Q1: 75,861 shares; 2025Q2: 74,816 shares; 2025Q3: 71,784 shares; 2025Q4: 71,644 shares 71,644 $36.6M 0.04% -140 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,671 shares; 2024Q4: 559,895 shares; 2025Q1: 399,061 shares; 2025Q2: 368,792 shares; 2025Q3: 353,490 shares; 2025Q4: 339,817 shares 339,817 $36.5M 0.04% -13,673 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,579 shares; 2024Q4: 457,506 shares; 2025Q1: 433,642 shares; 2025Q2: 418,708 shares; 2025Q3: 395,400 shares; 2025Q4: 379,559 shares 379,559 $35.6M 0.04% -15,841 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,521 shares; 2024Q4: 1,479,869 shares; 2025Q1: 1,493,512 shares; 2025Q2: 1,432,618 shares; 2025Q3: 1,406,272 shares; 2025Q4: 909,115 shares 909,115 $35.6M 0.04% -497,157 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: 109,702 shares; 2024Q4: 108,076 shares; 2025Q1: 108,985 shares; 2025Q2: 108,150 shares; 2025Q3: 107,609 shares; 2025Q4: 104,667 shares 104,667 $35.2M 0.04% -2,942 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,560 shares; 2024Q4: 484,513 shares; 2025Q1: 472,743 shares; 2025Q2: 451,102 shares; 2025Q3: 425,140 shares; 2025Q4: 444,540 shares 444,540 $35.2M 0.04% +19,400 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,559 shares; 2024Q4: 345,766 shares; 2025Q1: 334,328 shares; 2025Q2: 335,799 shares; 2025Q3: 337,504 shares; 2025Q4: 332,900 shares 332,900 $35.1M 0.04% -4,604 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430,904 shares; 2025Q1: 426,817 shares; 2025Q2: 416,841 shares; 2025Q3: 410,671 shares; 2025Q4: 407,325 shares 407,325 $34.9M 0.04% -3,346 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: 117,941 shares; 2024Q4: 117,195 shares; 2025Q1: 118,139 shares; 2025Q2: 168,037 shares; 2025Q3: 176,469 shares; 2025Q4: 170,128 shares 170,128 $34.5M 0.04% -6,341 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: 283,254 shares; 2024Q4: 369,706 shares; 2025Q1: 436,020 shares; 2025Q2: 355,627 shares; 2025Q3: 429,422 shares; 2025Q4: 423,089 shares 423,089 $34.3M 0.04% -6,333 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,763 shares; 2024Q4: 257,282 shares; 2025Q1: 294,029 shares; 2025Q2: 375,443 shares; 2025Q3: 384,101 shares; 2025Q4: 690,208 shares 690,208 $34.3M 0.04% +306,107 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: 596,588 shares; 2024Q4: 589,708 shares; 2025Q1: 569,733 shares; 2025Q2: 585,208 shares; 2025Q3: 603,834 shares; 2025Q4: 589,761 shares 589,761 $34M 0.04% -14,073 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,816 shares; 2024Q4: 944,301 shares; 2025Q1: 1,046,349 shares; 2025Q2: 893,761 shares; 2025Q3: 877,392 shares; 2025Q4: 821,494 shares 821,494 $34M 0.04% -55,898 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: 980,559 shares; 2024Q4: 992,693 shares; 2025Q1: 970,380 shares; 2025Q2: 955,498 shares; 2025Q3: 957,335 shares; 2025Q4: 934,037 shares 934,037 $33.9M 0.04% -23,298 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: 354,392 shares; 2024Q4: 354,308 shares; 2025Q1: 351,518 shares; 2025Q2: 353,845 shares; 2025Q3: 349,401 shares; 2025Q4: 349,679 shares 349,679 $33.3M 0.04% +278 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,697 shares; 2024Q4: 1,730,962 shares; 2025Q1: 1,730,289 shares; 2025Q2: 1,713,789 shares; 2025Q3: 1,702,820 shares; 2025Q4: 1,698,283 shares 1,698,283 $33.2M 0.04% -4,537 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,349 shares; 2024Q4: 137,332 shares; 2025Q1: 146,003 shares; 2025Q2: 147,872 shares; 2025Q3: 151,611 shares; 2025Q4: 155,486 shares 155,486 $32.9M 0.04% +3,875 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,817 shares; 2024Q4: 449,555 shares; 2025Q1: 438,981 shares; 2025Q2: 863,720 shares; 2025Q3: 836,960 shares; 2025Q4: 820,536 shares 820,536 $32.9M 0.04% -16,424 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,156 shares; 2024Q4: 151,414 shares; 2025Q1: 158,999 shares; 2025Q2: 146,659 shares; 2025Q3: 146,674 shares; 2025Q4: 143,214 shares 143,214 $32M 0.04% -3,460 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: 14,536 shares; 2024Q4: 16,007 shares; 2025Q1: 16,183 shares; 2025Q2: 94,310 shares; 2025Q3: 157,005 shares; 2025Q4: 161,627 shares 161,627 $31.4M 0.04% +4,622 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,731 shares; 2024Q4: 647,976 shares; 2025Q1: 461,399 shares; 2025Q2: 414,455 shares; 2025Q3: 378,778 shares; 2025Q4: 363,376 shares 363,376 $31M 0.04% -15,402 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: 619,843 shares; 2024Q4: 621,103 shares; 2025Q1: 616,156 shares; 2025Q2: 551,959 shares; 2025Q3: 525,483 shares; 2025Q4: 493,338 shares 493,338 $30.8M 0.04% -32,145 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,360 shares; 2024Q4: 89,509 shares; 2025Q1: 87,750 shares; 2025Q2: 86,029 shares; 2025Q3: 84,235 shares; 2025Q4: 79,633 shares 79,633 $30.8M 0.04% -4,602 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,608 shares; 2024Q4: 213,958 shares; 2025Q1: 218,329 shares; 2025Q2: 207,606 shares; 2025Q3: 206,368 shares; 2025Q4: 204,957 shares 204,957 $30.5M 0.04% -1,411 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: 253,901 shares; 2024Q4: 250,975 shares; 2025Q1: 247,674 shares; 2025Q2: 246,576 shares; 2025Q3: 237,561 shares; 2025Q4: 236,347 shares 236,347 $30.5M 0.04% -1,214 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: 163,797 shares; 2024Q4: 164,205 shares; 2025Q1: 161,425 shares; 2025Q2: 153,659 shares; 2025Q3: 150,550 shares; 2025Q4: 142,707 shares 142,707 $30.2M 0.04% -7,843 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,652 shares; 2024Q4: 77,225 shares; 2025Q1: 79,418 shares; 2025Q2: 287,741 shares; 2025Q3: 611,453 shares; 2025Q4: 663,636 shares 663,636 $30.2M 0.04% +52,183 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,897 shares; 2024Q4: 225,127 shares; 2025Q1: 293,211 shares; 2025Q2: 312,160 shares; 2025Q3: 306,780 shares; 2025Q4: 367,136 shares 367,136 $30.1M 0.04% +60,356 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: 193,887 shares; 2024Q4: 187,751 shares; 2025Q1: 190,485 shares; 2025Q2: 202,644 shares; 2025Q3: 203,239 shares; 2025Q4: 208,881 shares 208,881 $30M 0.04% +5,642 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,452 shares; 2024Q4: 200,748 shares; 2025Q1: 194,221 shares; 2025Q2: 189,253 shares; 2025Q3: 185,945 shares; 2025Q4: 183,713 shares 183,713 $29.9M 0.04% -2,232 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: 723,575 shares; 2024Q4: 388,055 shares; 2025Q1: 380,091 shares; 2025Q2: 174,472 shares; 2025Q3: 164,847 shares; 2025Q4: 164,593 shares 164,593 $29.8M 0.03% -254 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,261 shares; 2024Q4: 90,760 shares; 2025Q1: 91,111 shares; 2025Q2: 93,766 shares; 2025Q3: 93,652 shares; 2025Q4: 94,680 shares 94,680 $29.4M 0.03% +1,028 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,727 shares; 2024Q4: 200,331 shares; 2025Q1: 201,887 shares; 2025Q2: 200,746 shares; 2025Q3: 200,651 shares; 2025Q4: 189,004 shares 189,004 $29.2M 0.03% -11,647 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,563 shares; 2024Q4: 124,043 shares; 2025Q1: 122,670 shares; 2025Q2: 120,368 shares; 2025Q3: 118,294 shares; 2025Q4: 118,184 shares 118,184 $29.2M 0.03% -110 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: 211,951 shares; 2024Q4: 216,033 shares; 2025Q1: 209,489 shares; 2025Q2: 212,403 shares; 2025Q3: 193,632 shares; 2025Q4: 186,854 shares 186,854 $29M 0.03% -6,778 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,337 shares; 2024Q4: 429,327 shares; 2025Q1: 427,017 shares; 2025Q2: 425,287 shares; 2025Q3: 414,257 shares; 2025Q4: 409,220 shares 409,220 $28.8M 0.03% -5,037 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: 84,801 shares; 2024Q4: 81,156 shares; 2025Q1: 76,942 shares; 2025Q2: 75,624 shares; 2025Q3: 74,671 shares; 2025Q4: 72,649 shares 72,649 $28.3M 0.03% -2,022 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,977 shares; 2024Q4: 956,174 shares; 2025Q1: 979,572 shares; 2025Q2: 970,305 shares; 2025Q3: 966,228 shares; 2025Q4: 628,166 shares 628,166 $27.9M 0.03% -338,062 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: 296,382 shares; 2024Q4: 286,462 shares; 2025Q1: 303,864 shares; 2025Q2: 317,125 shares; 2025Q3: 320,586 shares; 2025Q4: 336,447 shares 336,447 $27.6M 0.03% +15,861 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: 330,255 shares; 2024Q4: 332,319 shares; 2025Q1: 509,215 shares; 2025Q2: 529,191 shares; 2025Q3: 512,875 shares; 2025Q4: 512,174 shares 512,174 $27.1M 0.03% -701 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: 153,578 shares; 2024Q4: 153,667 shares; 2025Q1: 153,548 shares; 2025Q2: 151,026 shares; 2025Q3: 148,374 shares; 2025Q4: 142,856 shares 142,856 $26.5M 0.03% -5,518 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,227 shares; 2024Q4: 138,200 shares; 2025Q1: 135,012 shares; 2025Q2: 151,738 shares; 2025Q3: 136,161 shares; 2025Q4: 108,505 shares 108,505 $26.4M 0.03% -27,656 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,123 shares; 2024Q4: 106,653 shares; 2025Q1: 102,366 shares; 2025Q2: 102,155 shares; 2025Q3: 97,807 shares; 2025Q4: 94,556 shares 94,556 $26M 0.03% -3,251 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,308 shares; 2024Q4: 94,312 shares; 2025Q1: 97,884 shares; 2025Q2: 93,743 shares; 2025Q3: 127,601 shares; 2025Q4: 120,080 shares 120,080 $25.8M 0.03% -7,521 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,490 shares; 2024Q4: 233,228 shares; 2025Q1: 230,981 shares; 2025Q2: 225,138 shares; 2025Q3: 221,561 shares; 2025Q4: 365,442 shares 365,442 $25.6M 0.03% +143,881 Timeline SMMD 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: 317,374 shares; 2024Q4: 352,928 shares; 2025Q1: 340,315 shares; 2025Q2: 326,022 shares; 2025Q3: 315,427 shares; 2025Q4: 340,863 shares 340,863 $25.5M 0.03% +25,436 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: 377,939 shares; 2024Q4: 367,239 shares; 2025Q1: 359,282 shares; 2025Q2: 328,405 shares; 2025Q3: 308,096 shares; 2025Q4: 346,986 shares 346,986 $25.5M 0.03% +38,890 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: 389,964 shares; 2024Q4: 387,966 shares; 2025Q1: 362,238 shares; 2025Q2: 351,322 shares; 2025Q3: 336,793 shares; 2025Q4: 322,606 shares 322,606 $25.5M 0.03% -14,187 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,077 shares; 2024Q4: 328,477 shares; 2025Q1: 330,792 shares; 2025Q2: 346,323 shares; 2025Q3: 355,647 shares; 2025Q4: 366,138 shares 366,138 $25.4M 0.03% +10,491 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: 141,965 shares; 2024Q4: 167,762 shares; 2025Q1: 187,256 shares; 2025Q2: 222,969 shares; 2025Q3: 276,660 shares; 2025Q4: 263,838 shares 263,838 $25.4M 0.03% -12,822 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: 286,266 shares; 2024Q4: 284,661 shares; 2025Q1: 275,593 shares; 2025Q2: 267,153 shares; 2025Q3: 257,659 shares; 2025Q4: 250,322 shares 250,322 $25.3M 0.03% -7,337 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: 141,917 shares; 2024Q4: 146,460 shares; 2025Q1: 146,680 shares; 2025Q2: 144,586 shares; 2025Q3: 141,391 shares; 2025Q4: 137,149 shares 137,149 $25.2M 0.03% -4,242 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: 73,943 shares; 2024Q4: 73,111 shares; 2025Q1: 67,917 shares; 2025Q2: 66,583 shares; 2025Q3: 65,624 shares; 2025Q4: 64,728 shares 64,728 $25.2M 0.03% -896 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,403 shares; 2024Q4: 76,043 shares; 2025Q1: 75,532 shares; 2025Q2: 76,015 shares; 2025Q3: 74,632 shares; 2025Q4: 100,538 shares 100,538 $25.2M 0.03% +25,906 Timeline IBDV 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: 1,253,408 shares; 2024Q4: 1,174,209 shares; 2025Q1: 1,159,235 shares; 2025Q2: 1,172,073 shares; 2025Q3: 1,100,249 shares; 2025Q4: 1,120,067 shares 1,120,067 $24.7M 0.03% +19,818 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,670 shares; 2024Q4: 233,705 shares; 2025Q1: 210,210 shares; 2025Q2: 210,867 shares; 2025Q3: 212,711 shares; 2025Q4: 207,003 shares 207,003 $24.7M 0.03% -5,708 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,945 shares; 2024Q4: 280,354 shares; 2025Q1: 314,216 shares; 2025Q2: 341,412 shares; 2025Q3: 458,988 shares; 2025Q4: 481,727 shares 481,727 $24.5M 0.03% +22,739 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,207 shares; 2024Q4: 228,214 shares; 2025Q1: 226,942 shares; 2025Q2: 225,664 shares; 2025Q3: 222,039 shares; 2025Q4: 212,157 shares 212,157 $24.5M 0.03% -9,882 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,242 shares; 2024Q4: 463,659 shares; 2025Q1: 441,937 shares; 2025Q2: 415,585 shares; 2025Q3: 406,475 shares; 2025Q4: 377,663 shares 377,663 $24.1M 0.03% -28,812 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,276 shares; 2024Q4: 60,235 shares; 2025Q1: 56,168 shares; 2025Q2: 49,648 shares; 2025Q3: 47,182 shares; 2025Q4: 41,382 shares 41,382 $24M 0.03% -5,800 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,987 shares; 2024Q4: 110,999 shares; 2025Q1: 103,144 shares; 2025Q2: 108,153 shares; 2025Q3: 486,649 shares; 2025Q4: 649,041 shares 649,041 $24M 0.03% +162,392 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,126 shares; 2024Q4: 131,019 shares; 2025Q1: 130,295 shares; 2025Q2: 130,847 shares; 2025Q3: 131,533 shares; 2025Q4: 130,985 shares 130,985 $23.9M 0.03% -548 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: 232,419 shares; 2024Q4: 239,233 shares; 2025Q1: 236,761 shares; 2025Q2: 227,116 shares; 2025Q3: 242,181 shares; 2025Q4: 259,103 shares 259,103 $23.8M 0.03% +16,922 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: 688,851 shares; 2024Q4: 734,016 shares; 2025Q1: 672,717 shares; 2025Q2: 717,628 shares; 2025Q3: 755,464 shares; 2025Q4: 742,369 shares 742,369 $23.8M 0.03% -13,095 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: 44,114 shares; 2024Q4: 47,555 shares; 2025Q1: 56,450 shares; 2025Q2: 59,174 shares; 2025Q3: 64,038 shares; 2025Q4: 66,038 shares 66,038 $23.3M 0.03% +2,000 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: 169,090 shares; 2025Q1: 174,831 shares; 2025Q2: 154,385 shares; 2025Q3: 174,993 shares; 2025Q4: 176,921 shares 176,921 $23.2M 0.03% +1,928 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,129 shares; 2024Q4: 378,639 shares; 2025Q1: 384,486 shares; 2025Q2: 388,328 shares; 2025Q3: 392,100 shares; 2025Q4: 385,059 shares 385,059 $23.1M 0.03% -7,041 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: 152,214 shares; 2024Q4: 154,429 shares; 2025Q1: 150,468 shares; 2025Q2: 156,119 shares; 2025Q3: 163,194 shares; 2025Q4: 148,054 shares 148,054 $22.8M 0.03% -15,140 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: 202,545 shares; 2024Q4: 216,850 shares; 2025Q1: 214,543 shares; 2025Q2: 207,391 shares; 2025Q3: 196,996 shares; 2025Q4: 194,366 shares 194,366 $22.6M 0.03% -2,630 Timeline VMBS 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: 470,249 shares; 2024Q4: 469,505 shares; 2025Q1: 481,620 shares; 2025Q2: 480,270 shares; 2025Q3: 478,516 shares; 2025Q4: 474,605 shares 474,605 $22.3M 0.03% -3,911 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: 53,986 shares; 2024Q4: 43,870 shares; 2025Q1: 36,812 shares; 2025Q2: 33,440 shares; 2025Q3: 32,608 shares; 2025Q4: 32,410 shares 32,410 $21.8M 0.03% -198 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,849 shares; 2024Q4: 315,856 shares; 2025Q1: 318,987 shares; 2025Q2: 312,139 shares; 2025Q3: 310,169 shares; 2025Q4: 308,932 shares 308,932 $21.5M 0.03% -1,237 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,228 shares; 2024Q4: 88,323 shares; 2025Q1: 92,339 shares; 2025Q2: 95,886 shares; 2025Q3: 91,915 shares; 2025Q4: 93,991 shares 93,991 $21.4M 0.03% +2,076 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: 116,296 shares; 2024Q4: 113,231 shares; 2025Q1: 109,470 shares; 2025Q2: 107,514 shares; 2025Q3: 104,443 shares; 2025Q4: 101,746 shares 101,746 $21.2M 0.02% -2,697 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: 70,693 shares; 2024Q4: 67,887 shares; 2025Q1: 57,394 shares; 2025Q2: 55,657 shares; 2025Q3: 52,651 shares; 2025Q4: 47,373 shares 47,373 $21.1M 0.02% -5,278 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,413 shares; 2024Q4: 268,856 shares; 2025Q1: 266,574 shares; 2025Q2: 241,540 shares; 2025Q3: 239,499 shares; 2025Q4: 235,235 shares 235,235 $20.9M 0.02% -4,264 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,590 shares; 2024Q4: 202,983 shares; 2025Q1: 197,909 shares; 2025Q2: 193,789 shares; 2025Q3: 188,313 shares; 2025Q4: 187,031 shares 187,031 $20.6M 0.02% -1,282 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,620 shares; 2024Q4: 90,515 shares; 2025Q1: 82,428 shares; 2025Q2: 82,573 shares; 2025Q3: 80,803 shares; 2025Q4: 78,277 shares 78,277 $20.3M 0.02% -2,526 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,876 shares; 2024Q4: 985,783 shares; 2025Q1: 1,105,744 shares; 2025Q2: 1,122,810 shares; 2025Q3: 1,103,057 shares; 2025Q4: 529,360 shares 529,360 $20.1M 0.02% -573,697 Timeline IBDY 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: 598,565 shares; 2024Q4: 587,472 shares; 2025Q1: 683,823 shares; 2025Q2: 781,335 shares; 2025Q3: 746,769 shares; 2025Q4: 766,838 shares 766,838 $20M 0.02% +20,069 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,526 shares; 2024Q4: 531,359 shares; 2025Q1: 564,689 shares; 2025Q2: 643,254 shares; 2025Q3: 663,683 shares; 2025Q4: 248,410 shares 248,410 $19.9M 0.02% -415,273 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,098 shares; 2024Q4: 109,790 shares; 2025Q1: 108,314 shares; 2025Q2: 106,919 shares; 2025Q3: 104,634 shares; 2025Q4: 101,272 shares 101,272 $19.8M 0.02% -3,362 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,846 shares; 2024Q4: 439,746 shares; 2025Q1: 438,850 shares; 2025Q2: 435,756 shares; 2025Q3: 433,781 shares; 2025Q4: 432,844 shares 432,844 $19.8M 0.02% -937 Timeline IBMQ 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: 636,531 shares; 2024Q4: 703,803 shares; 2025Q1: 684,065 shares; 2025Q2: 734,646 shares; 2025Q3: 752,846 shares; 2025Q4: 772,016 shares 772,016 $19.7M 0.02% +19,170 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,215 shares; 2024Q4: 160,001 shares; 2025Q1: 124,036 shares; 2025Q2: 121,277 shares; 2025Q3: 126,011 shares; 2025Q4: 121,652 shares 121,652 $19.7M 0.02% -4,359 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 13,077 shares; 2025Q1: 14,832 shares; 2025Q2: 10,516 shares; 2025Q3: 373,992 shares; 2025Q4: 437,658 shares 437,658 $19.7M 0.02% +63,666 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,348 shares; 2025Q3: 552,405 shares; 2025Q4: 590,868 shares 590,868 $19.7M 0.02% +38,463 Timeline IBDX 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: 581,866 shares; 2024Q4: 568,938 shares; 2025Q1: 650,177 shares; 2025Q2: 758,407 shares; 2025Q3: 713,578 shares; 2025Q4: 766,035 shares 766,035 $19.6M 0.02% +52,457 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,536 shares; 2024Q4: 216,727 shares; 2025Q1: 207,206 shares; 2025Q2: 187,546 shares; 2025Q3: 181,232 shares; 2025Q4: 172,972 shares 172,972 $19.4M 0.02% -8,260 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,693 shares; 2024Q4: 117,778 shares; 2025Q1: 150,184 shares; 2025Q2: 149,783 shares; 2025Q3: 143,390 shares; 2025Q4: 141,015 shares 141,015 $19.2M 0.02% -2,375 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,410 shares; 2024Q4: 127,292 shares; 2025Q1: 114,830 shares; 2025Q2: 106,645 shares; 2025Q3: 102,132 shares; 2025Q4: 93,112 shares 93,112 $19M 0.02% -9,020 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,852 shares; 2024Q4: 343,170 shares; 2025Q1: 333,239 shares; 2025Q2: 333,494 shares; 2025Q3: 329,188 shares; 2025Q4: 257,425 shares 257,425 $19M 0.02% -71,763 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: 95,437 shares; 2024Q4: 78,272 shares; 2025Q1: 109,861 shares; 2025Q2: 153,415 shares; 2025Q3: 154,229 shares; 2025Q4: 153,790 shares 153,790 $18.9M 0.02% -439 Timeline IBDR 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: 646,087 shares; 2024Q4: 688,491 shares; 2025Q1: 713,190 shares; 2025Q2: 705,278 shares; 2025Q3: 702,156 shares; 2025Q4: 774,107 shares 774,107 $18.8M 0.02% +71,951 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: 209,027 shares; 2024Q4: 196,214 shares; 2025Q1: 181,094 shares; 2025Q2: 174,955 shares; 2025Q3: 183,948 shares; 2025Q4: 186,224 shares 186,224 $18.6M 0.02% +2,276 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: 409,914 shares; 2024Q4: 399,434 shares; 2025Q1: 383,797 shares; 2025Q2: 379,601 shares; 2025Q3: 374,187 shares; 2025Q4: 387,410 shares 387,410 $18.5M 0.02% +13,223 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441,726 shares; 2025Q3: 456,645 shares; 2025Q4: 479,005 shares 479,005 $18.5M 0.02% +22,360 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,381 shares; 2024Q4: 45,409 shares; 2025Q1: 44,333 shares; 2025Q2: 44,234 shares; 2025Q3: 44,571 shares; 2025Q4: 44,599 shares 44,599 $18.4M 0.02% +28 Timeline SCHG 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: 195,240 shares; 2024Q4: 755,645 shares; 2025Q1: 741,366 shares; 2025Q2: 691,028 shares; 2025Q3: 636,509 shares; 2025Q4: 564,995 shares 564,995 $18.4M 0.02% -71,514 Timeline IBMP 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: 680,888 shares; 2024Q4: 712,073 shares; 2025Q1: 699,282 shares; 2025Q2: 752,155 shares; 2025Q3: 732,990 shares; 2025Q4: 714,846 shares 714,846 $18.1M 0.02% -18,144 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,380 shares; 2024Q4: 406,252 shares; 2025Q1: 375,145 shares; 2025Q2: 371,975 shares; 2025Q3: 371,525 shares; 2025Q4: 367,372 shares 367,372 $18.1M 0.02% -4,153 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,305 shares; 2024Q4: 261,900 shares; 2025Q1: 257,394 shares; 2025Q2: 249,954 shares; 2025Q3: 241,322 shares; 2025Q4: 232,219 shares 232,219 $18M 0.02% -9,103 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945,836 shares; 2024Q4: 848,623 shares; 2025Q1: 756,703 shares; 2025Q2: 781,851 shares; 2025Q3: 742,660 shares; 2025Q4: 773,812 shares 773,812 $18M 0.02% +31,152 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: 60,852 shares; 2024Q4: 61,363 shares; 2025Q1: 59,839 shares; 2025Q2: 59,438 shares; 2025Q3: 57,987 shares; 2025Q4: 51,363 shares 51,363 $18M 0.02% -6,624 Timeline IBDW 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: 638,921 shares; 2024Q4: 623,171 shares; 2025Q1: 700,018 shares; 2025Q2: 809,165 shares; 2025Q3: 801,081 shares; 2025Q4: 848,823 shares 848,823 $18M 0.02% +47,742 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,173 shares; 2024Q4: 240,451 shares; 2025Q1: 231,601 shares; 2025Q2: 214,516 shares; 2025Q3: 199,820 shares; 2025Q4: 168,394 shares 168,394 $17.7M 0.02% -31,426 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,404 shares; 2024Q4: 436,188 shares; 2025Q1: 451,219 shares; 2025Q2: 444,835 shares; 2025Q3: 387,598 shares; 2025Q4: 377,253 shares 377,253 $17.7M 0.02% -10,345 Timeline IBMO 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: 697,208 shares; 2024Q4: 711,350 shares; 2025Q1: 688,099 shares; 2025Q2: 734,542 shares; 2025Q3: 721,210 shares; 2025Q4: 688,488 shares 688,488 $17.7M 0.02% -32,722 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,834 shares; 2024Q4: 266,132 shares; 2025Q1: 260,408 shares; 2025Q2: 253,048 shares; 2025Q3: 246,215 shares; 2025Q4: 238,205 shares 238,205 $17.6M 0.02% -8,010 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,270 shares; 2024Q4: 110,437 shares; 2025Q1: 102,298 shares; 2025Q2: 98,392 shares; 2025Q3: 95,606 shares; 2025Q4: 94,514 shares 94,514 $17.5M 0.02% -1,092 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: 332,054 shares; 2024Q4: 327,490 shares; 2025Q1: 257,278 shares; 2025Q2: 264,780 shares; 2025Q3: 262,344 shares; 2025Q4: 257,095 shares 257,095 $17.2M 0.02% -5,249 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,867 shares; 2024Q4: 217,124 shares; 2025Q1: 216,746 shares; 2025Q2: 214,525 shares; 2025Q3: 211,866 shares; 2025Q4: 214,161 shares 214,161 $17M 0.02% +2,295 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 17,144 shares; 2025Q1: 15,909 shares; 2025Q2: 16,870 shares; 2025Q3: 168,102 shares; 2025Q4: 164,794 shares 164,794 $16.9M 0.02% -3,308 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,030 shares; 2024Q4: 269,788 shares; 2025Q1: 271,982 shares; 2025Q2: 279,118 shares; 2025Q3: 299,243 shares; 2025Q4: 317,648 shares 317,648 $16.8M 0.02% +18,405 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,316 shares; 2024Q4: 500,691 shares; 2025Q1: 257,872 shares; 2025Q2: 156,240 shares; 2025Q3: 124,664 shares; 2025Q4: 117,779 shares 117,779 $16.7M 0.02% -6,885 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,728 shares; 2024Q4: 20,207 shares; 2025Q1: 20,119 shares; 2025Q2: 19,751 shares; 2025Q3: 19,760 shares; 2025Q4: 57,834 shares 57,834 $16.6M 0.02% +38,074 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: 521,201 shares; 2024Q4: 592,380 shares; 2025Q1: 598,608 shares; 2025Q2: 611,726 shares; 2025Q3: 576,137 shares; 2025Q4: 649,471 shares 649,471 $16.5M 0.02% +73,334 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,226 shares; 2024Q4: 288,719 shares; 2025Q1: 288,062 shares; 2025Q2: 286,183 shares; 2025Q3: 279,519 shares; 2025Q4: 272,653 shares 272,653 $16.4M 0.02% -6,866 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,457 shares; 2024Q4: 661,811 shares; 2025Q1: 661,403 shares; 2025Q2: 673,867 shares; 2025Q3: 642,896 shares; 2025Q4: 638,479 shares 638,479 $16.3M 0.02% -4,417 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,090 shares; 2024Q4: 612,985 shares; 2025Q1: 563,691 shares; 2025Q2: 516,747 shares; 2025Q3: 442,509 shares; 2025Q4: 468,779 shares 468,779 $16.3M 0.02% +26,270 Timeline IBDS 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: 501,393 shares; 2024Q4: 540,126 shares; 2025Q1: 607,996 shares; 2025Q2: 620,753 shares; 2025Q3: 616,393 shares; 2025Q4: 669,230 shares 669,230 $16.2M 0.02% +52,837 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,317 shares; 2024Q4: 74,810 shares; 2025Q1: 70,189 shares; 2025Q2: 73,177 shares; 2025Q3: 94,749 shares; 2025Q4: 94,122 shares 94,122 $16.2M 0.02% -627 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: 52,356 shares; 2024Q4: 52,277 shares; 2025Q1: 50,990 shares; 2025Q2: 48,872 shares; 2025Q3: 49,339 shares; 2025Q4: 47,734 shares 47,734 $16.1M 0.02% -1,605 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,041 shares; 2024Q4: 183,233 shares; 2025Q1: 180,332 shares; 2025Q2: 181,534 shares; 2025Q3: 174,856 shares; 2025Q4: 157,305 shares 157,305 $16M 0.02% -17,551 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,100 shares; 2024Q4: 107,668 shares; 2025Q1: 102,007 shares; 2025Q2: 102,710 shares; 2025Q3: 105,520 shares; 2025Q4: 110,554 shares 110,554 $15.6M 0.02% +5,034 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,867 shares; 2024Q4: 127,560 shares; 2025Q1: 126,352 shares; 2025Q2: 114,333 shares; 2025Q3: 111,106 shares; 2025Q4: 111,809 shares 111,809 $15.4M 0.02% +703 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,970 shares; 2024Q4: 106,341 shares; 2025Q1: 101,444 shares; 2025Q2: 102,875 shares; 2025Q3: 102,321 shares; 2025Q4: 100,270 shares 100,270 $15.2M 0.02% -2,051 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,492 shares; 2024Q4: 49,597 shares; 2025Q1: 49,097 shares; 2025Q2: 50,623 shares; 2025Q3: 50,774 shares; 2025Q4: 50,711 shares 50,711 $15M 0.02% -63 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,693 shares; 2024Q4: 135,415 shares; 2025Q1: 409,017 shares; 2025Q2: 207,368 shares; 2025Q3: 169,220 shares; 2025Q4: 146,171 shares 146,171 $14.8M 0.02% -23,049 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,753 shares; 2024Q4: 137,618 shares; 2025Q1: 137,399 shares; 2025Q2: 137,128 shares; 2025Q3: 141,399 shares; 2025Q4: 141,982 shares 141,982 $14.8M 0.02% +583 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: 317,604 shares; 2024Q4: 209,429 shares; 2025Q1: 196,389 shares; 2025Q2: 185,328 shares; 2025Q3: 172,428 shares; 2025Q4: 185,868 shares 185,868 $14.8M 0.02% +13,440 Timeline IBDU 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: 672,453 shares; 2024Q4: 670,667 shares; 2025Q1: 675,095 shares; 2025Q2: 672,200 shares; 2025Q3: 594,551 shares; 2025Q4: 628,140 shares 628,140 $14.7M 0.02% +33,589 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: 20,859 shares; 2024Q4: 21,321 shares; 2025Q1: 19,913 shares; 2025Q2: 18,686 shares; 2025Q3: 18,559 shares; 2025Q4: 17,986 shares 17,986 $14.6M 0.02% -573 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,918 shares; 2024Q4: 84,014 shares; 2025Q1: 84,502 shares; 2025Q2: 83,165 shares; 2025Q3: 79,228 shares; 2025Q4: 80,708 shares 80,708 $14.5M 0.02% +1,480 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,245 shares; 2024Q4: 494,396 shares; 2025Q1: 493,849 shares; 2025Q2: 493,172 shares; 2025Q3: 482,451 shares; 2025Q4: 479,615 shares 479,615 $14.5M 0.02% -2,836 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,747 shares; 2024Q4: 133,022 shares; 2025Q1: 153,565 shares; 2025Q2: 146,705 shares; 2025Q3: 150,953 shares; 2025Q4: 113,121 shares 113,121 $14.4M 0.02% -37,832 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,902 shares; 2024Q4: 246,938 shares; 2025Q1: 251,730 shares; 2025Q2: 253,180 shares; 2025Q3: 255,332 shares; 2025Q4: 214,328 shares 214,328 $14.4M 0.02% -41,004 Timeline IAGG 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: 6,477 shares; 2024Q4: 2,037 shares; 2025Q1: 2,523 shares; 2025Q2: 252,039 shares; 2025Q3: 261,887 shares; 2025Q4: 281,189 shares 281,189 $14.1M 0.02% +19,302 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: 129,660 shares; 2024Q4: 125,778 shares; 2025Q1: 114,031 shares; 2025Q2: 106,038 shares; 2025Q3: 106,036 shares; 2025Q4: 97,622 shares 97,622 $14.1M 0.02% -8,414 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: 66,992 shares; 2024Q4: 69,597 shares; 2025Q1: 69,384 shares; 2025Q2: 73,932 shares; 2025Q3: 66,587 shares; 2025Q4: 86,444 shares 86,444 $13.9M 0.02% +19,857 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: 14,428 shares; 2024Q4: 14,502 shares; 2025Q1: 14,484 shares; 2025Q2: 16,551 shares; 2025Q3: 16,479 shares; 2025Q4: 18,259 shares 18,259 $13.8M 0.02% +1,780 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: 21,704 shares; 2024Q4: 22,121 shares; 2025Q1: 25,477 shares; 2025Q2: 26,073 shares; 2025Q3: 26,022 shares; 2025Q4: 26,499 shares 26,499 $13.5M 0.02% +477 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: 26,579 shares; 2024Q4: 30,343 shares; 2025Q1: 32,259 shares; 2025Q2: 33,583 shares; 2025Q3: 30,856 shares; 2025Q4: 29,850 shares 29,850 $13.5M 0.02% -1,006 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,594 shares; 2024Q4: 87,312 shares; 2025Q1: 72,628 shares; 2025Q2: 73,525 shares; 2025Q3: 73,800 shares; 2025Q4: 79,294 shares 79,294 $13.5M 0.02% +5,494 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,222 shares; 2024Q4: 182,661 shares; 2025Q1: 174,093 shares; 2025Q2: 153,475 shares; 2025Q3: 140,357 shares; 2025Q4: 131,750 shares 131,750 $13.5M 0.02% -8,607 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: 15,914 shares; 2024Q4: 17,917 shares; 2025Q1: 25,706 shares; 2025Q2: 28,326 shares; 2025Q3: 29,703 shares; 2025Q4: 31,338 shares 31,338 $13.2M 0.02% +1,635 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: 91,483 shares; 2024Q4: 94,677 shares; 2025Q1: 92,759 shares; 2025Q2: 90,626 shares; 2025Q3: 115,395 shares; 2025Q4: 111,995 shares 111,995 $13.2M 0.02% -3,400 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: 76,970 shares; 2024Q4: 78,891 shares; 2025Q1: 78,081 shares; 2025Q2: 94,604 shares; 2025Q3: 93,625 shares; 2025Q4: 93,919 shares 93,919 $13.1M 0.02% +294 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: 95,063 shares; 2024Q4: 109,349 shares; 2025Q1: 110,682 shares; 2025Q2: 110,001 shares; 2025Q3: 150,996 shares; 2025Q4: 165,949 shares 165,949 $13.1M 0.02% +14,953 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 15,898 shares; 2025Q1: 17,029 shares; 2025Q2: 17,292 shares; 2025Q3: 21,113 shares; 2025Q4: 29,244 shares 29,244 $13M 0.02% +8,131 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: 29,730 shares; 2024Q4: 32,954 shares; 2025Q1: 33,516 shares; 2025Q2: 36,531 shares; 2025Q3: 37,497 shares; 2025Q4: 103,000 shares 103,000 $13M 0.02% +65,503 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,720 shares; 2024Q4: 206,653 shares; 2025Q1: 189,911 shares; 2025Q2: 179,995 shares; 2025Q3: 152,862 shares; 2025Q4: 147,946 shares 147,946 $12.9M 0.02% -4,916 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: 158,149 shares; 2024Q4: 160,842 shares; 2025Q1: 155,015 shares; 2025Q2: 149,801 shares; 2025Q3: 149,760 shares; 2025Q4: 145,879 shares 145,879 $12.9M 0.02% -3,881 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,608 shares; 2024Q4: 648,722 shares; 2025Q1: 631,599 shares; 2025Q2: 573,452 shares; 2025Q3: 550,372 shares; 2025Q4: 530,395 shares 530,395 $12.6M 0.01% -19,977 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,846 shares; 2024Q4: 626,360 shares; 2025Q1: 586,194 shares; 2025Q2: 571,169 shares; 2025Q3: 554,448 shares; 2025Q4: 527,686 shares 527,686 $12.5M 0.01% -26,762 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,524 shares; 2024Q4: 100,989 shares; 2025Q1: 97,894 shares; 2025Q2: 98,680 shares; 2025Q3: 100,591 shares; 2025Q4: 96,712 shares 96,712 $12.5M 0.01% -3,879 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,444 shares; 2024Q4: 246,871 shares; 2025Q1: 248,071 shares; 2025Q2: 227,471 shares; 2025Q3: 214,073 shares; 2025Q4: 183,716 shares 183,716 $12.3M 0.01% -30,357 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,409 shares; 2024Q4: 243,607 shares; 2025Q1: 324,005 shares; 2025Q2: 401,506 shares; 2025Q3: 401,195 shares; 2025Q4: 498,545 shares 498,545 $12.1M 0.01% +97,350 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,603 shares; 2024Q4: 46,613 shares; 2025Q1: 47,061 shares; 2025Q2: 46,811 shares; 2025Q3: 47,029 shares; 2025Q4: 47,035 shares 47,035 $12.1M 0.01% +6 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,508 shares; 2024Q4: 170,021 shares; 2025Q1: 192,174 shares; 2025Q2: 279,638 shares; 2025Q3: 381,002 shares; 2025Q4: 429,176 shares 429,176 $12M 0.01% +48,174 Timeline SCHA 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: 225,229 shares; 2024Q4: 455,027 shares; 2025Q1: 448,149 shares; 2025Q2: 431,299 shares; 2025Q3: 418,375 shares; 2025Q4: 420,148 shares 420,148 $12M 0.01% +1,773 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859,715 shares; 2024Q4: 958,662 shares; 2025Q1: 898,500 shares; 2025Q2: 923,552 shares; 2025Q3: 909,763 shares; 2025Q4: 346,634 shares 346,634 $11.9M 0.01% -563,129 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,046 shares; 2024Q4: 88,621 shares; 2025Q1: 84,438 shares; 2025Q2: 76,854 shares; 2025Q3: 80,574 shares; 2025Q4: 73,514 shares 73,514 $11.8M 0.01% -7,060 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: 31,503 shares; 2024Q4: 36,308 shares; 2025Q1: 39,065 shares; 2025Q2: 41,184 shares; 2025Q3: 37,701 shares; 2025Q4: 37,507 shares 37,507 $11.8M 0.01% -194 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,343 shares; 2024Q4: 25,335 shares; 2025Q1: 24,934 shares; 2025Q2: 24,709 shares; 2025Q3: 25,121 shares; 2025Q4: 26,439 shares 26,439 $11.7M 0.01% +1,318 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: 166,287 shares; 2024Q4: 162,911 shares; 2025Q1: 144,684 shares; 2025Q2: 139,488 shares; 2025Q3: 138,532 shares; 2025Q4: 137,354 shares 137,354 $11.7M 0.01% -1,178 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: 157,335 shares; 2024Q4: 150,678 shares; 2025Q1: 140,625 shares; 2025Q2: 129,933 shares; 2025Q3: 123,809 shares; 2025Q4: 102,725 shares 102,725 $11.6M 0.01% -21,084 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,837 shares; 2024Q4: 44,103 shares; 2025Q1: 44,927 shares; 2025Q2: 48,348 shares; 2025Q3: 50,400 shares; 2025Q4: 62,337 shares 62,337 $11.6M 0.01% +11,937 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,134 shares; 2024Q4: 126,665 shares; 2025Q1: 136,931 shares; 2025Q2: 129,673 shares; 2025Q3: 121,137 shares; 2025Q4: 114,538 shares 114,538 $11.5M 0.01% -6,599 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,114 shares; 2024Q4: 59,797 shares; 2025Q1: 59,342 shares; 2025Q2: 61,566 shares; 2025Q3: 61,374 shares; 2025Q4: 62,076 shares 62,076 $11.5M 0.01% +702 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: 366,835 shares; 2024Q4: 334,977 shares; 2025Q1: 338,470 shares; 2025Q2: 299,466 shares; 2025Q3: 269,363 shares; 2025Q4: 224,413 shares 224,413 $11.4M 0.01% -44,950 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,170 shares; 2024Q4: 280,587 shares; 2025Q1: 286,054 shares; 2025Q2: 230,121 shares; 2025Q3: 229,446 shares; 2025Q4: 247,512 shares 247,512 $11.4M 0.01% +18,066 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,428 shares; 2024Q4: 139,952 shares; 2025Q1: 122,680 shares; 2025Q2: 105,886 shares; 2025Q3: 100,305 shares; 2025Q4: 83,156 shares 83,156 $11.3M 0.01% -17,149 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: 9,945 shares; 2024Q4: 11,937 shares; 2025Q1: 11,376 shares; 2025Q2: 10,285 shares; 2025Q3: 50,118 shares; 2025Q4: 52,564 shares 52,564 $11.3M 0.01% +2,446 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: 36,754 shares; 2024Q4: 31,491 shares; 2025Q1: 32,069 shares; 2025Q2: 30,939 shares; 2025Q3: 31,357 shares; 2025Q4: 31,468 shares 31,468 $11.1M 0.01% +111 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: 17,508 shares; 2024Q4: 18,085 shares; 2025Q1: 21,138 shares; 2025Q2: 22,988 shares; 2025Q3: 39,080 shares; 2025Q4: 40,153 shares 40,153 $11.1M 0.01% +1,073 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,656 shares; 2024Q4: 271,221 shares; 2025Q1: 271,318 shares; 2025Q2: 268,596 shares; 2025Q3: 268,556 shares; 2025Q4: 268,556 shares 268,556 $11M 0.01% 0 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: 186,142 shares; 2024Q4: 179,957 shares; 2025Q1: 167,685 shares; 2025Q2: 130,703 shares; 2025Q3: 135,007 shares; 2025Q4: 127,866 shares 127,866 $10.9M 0.01% -7,141 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,407 shares; 2024Q4: 20,297 shares; 2025Q1: 12,091 shares; 2025Q2: 12,078 shares; 2025Q3: 11,752 shares; 2025Q4: 12,045 shares 12,045 $10.9M 0.01% +293 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,492 shares; 2024Q4: 33,828 shares; 2025Q1: 33,272 shares; 2025Q2: 32,753 shares; 2025Q3: 33,088 shares; 2025Q4: 31,600 shares 31,600 $10.9M 0.01% -1,488 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,258 shares; 2024Q4: 43,822 shares; 2025Q1: 44,114 shares; 2025Q2: 43,485 shares; 2025Q3: 40,037 shares; 2025Q4: 52,992 shares 52,992 $10.9M 0.01% +12,955 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,770 shares; 2024Q4: 161,398 shares; 2025Q1: 170,871 shares; 2025Q2: 163,434 shares; 2025Q3: 143,440 shares; 2025Q4: 220,919 shares 220,919 $10.8M 0.01% +77,479 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,028 shares; 2024Q4: 163,548 shares; 2025Q1: 136,272 shares; 2025Q2: 125,345 shares; 2025Q3: 78,692 shares; 2025Q4: 76,754 shares 76,754 $10.7M 0.01% -1,938 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,871 shares; 2024Q4: 52,956 shares; 2025Q1: 53,427 shares; 2025Q2: 51,352 shares; 2025Q3: 64,124 shares; 2025Q4: 74,484 shares 74,484 $10.7M 0.01% +10,360 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: 240,013 shares; 2024Q4: 229,187 shares; 2025Q1: 225,916 shares; 2025Q2: 234,651 shares; 2025Q3: 232,561 shares; 2025Q4: 176,695 shares 176,695 $10.7M 0.01% -55,866 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: 64,565 shares; 2024Q4: 64,030 shares; 2025Q1: 62,520 shares; 2025Q2: 60,661 shares; 2025Q3: 60,393 shares; 2025Q4: 59,539 shares 59,539 $10.6M 0.01% -854 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: 37,676 shares; 2024Q4: 35,827 shares; 2025Q1: 34,628 shares; 2025Q2: 34,894 shares; 2025Q3: 35,339 shares; 2025Q4: 34,014 shares 34,014 $10.6M 0.01% -1,325 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,212 shares; 2024Q4: 443,534 shares; 2025Q1: 436,216 shares; 2025Q2: 407,628 shares; 2025Q3: 357,753 shares; 2025Q4: 354,965 shares 354,965 $10.6M 0.01% -2,788 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: 54,696 shares; 2024Q4: 57,739 shares; 2025Q1: 352,822 shares; 2025Q2: 392,420 shares; 2025Q3: 426,465 shares; 2025Q4: 162,174 shares 162,174 $10.6M 0.01% -264,291 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,164 shares; 2024Q4: 16,619 shares; 2025Q1: 16,187 shares; 2025Q2: 15,115 shares; 2025Q3: 15,259 shares; 2025Q4: 15,502 shares 15,502 $10.5M 0.01% +243 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,786 shares; 2024Q4: 121,534 shares; 2025Q1: 118,205 shares; 2025Q2: 114,347 shares; 2025Q3: 111,599 shares; 2025Q4: 107,208 shares 107,208 $10.4M 0.01% -4,391 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,258 shares; 2024Q4: 115,191 shares; 2025Q1: 111,483 shares; 2025Q2: 132,690 shares; 2025Q3: 144,809 shares; 2025Q4: 158,217 shares 158,217 $10.3M 0.01% +13,408 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,270 shares; 2024Q4: 55,441 shares; 2025Q1: 52,495 shares; 2025Q2: 50,571 shares; 2025Q3: 49,361 shares; 2025Q4: 45,813 shares 45,813 $10.2M 0.01% -3,548 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: 65,877 shares; 2024Q4: 70,287 shares; 2025Q1: 70,190 shares; 2025Q2: 69,191 shares; 2025Q3: 68,695 shares; 2025Q4: 62,028 shares 62,028 $10.1M 0.01% -6,667 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: 62,983 shares; 2024Q4: 59,170 shares; 2025Q1: 58,695 shares; 2025Q2: 57,363 shares; 2025Q3: 57,867 shares; 2025Q4: 57,674 shares 57,674 $10.1M 0.01% -193 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: 3,021 shares; 2024Q4: 3,029 shares; 2025Q1: 3,062 shares; 2025Q2: 2,765 shares; 2025Q3: 2,811 shares; 2025Q4: 2,961 shares 2,961 $10M 0.01% +150 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: 17,249 shares; 2024Q4: 18,214 shares; 2025Q1: 18,709 shares; 2025Q2: 18,864 shares; 2025Q3: 21,407 shares; 2025Q4: 21,224 shares 21,224 $9.91M 0.01% -183 Timeline AIRR 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: 51,904 shares; 2024Q4: 58,310 shares; 2025Q1: 69,314 shares; 2025Q2: 98,966 shares; 2025Q3: 100,776 shares; 2025Q4: 100,621 shares 100,621 $9.89M 0.01% -155 Timeline IBMR 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: 54,176 shares; 2025Q1: 152,239 shares; 2025Q2: 252,548 shares; 2025Q3: 335,360 shares; 2025Q4: 384,855 shares 384,855 $9.79M 0.01% +49,495 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,176 shares; 2024Q4: 85,812 shares; 2025Q1: 82,321 shares; 2025Q2: 73,694 shares; 2025Q3: 70,552 shares; 2025Q4: 69,169 shares 69,169 $9.76M 0.01% -1,383 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,433 shares; 2024Q4: 253,689 shares; 2025Q1: 254,696 shares; 2025Q2: 241,412 shares; 2025Q3: 237,766 shares; 2025Q4: 167,021 shares 167,021 $9.75M 0.01% -70,745 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 219,915 shares 219,915 $9.66M 0.01% +215,896 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,906 shares; 2024Q4: 26,985 shares; 2025Q1: 20,103 shares; 2025Q2: 16,959 shares; 2025Q3: 61,436 shares; 2025Q4: 92,805 shares 92,805 $9.62M 0.01% +31,369 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,947 shares; 2024Q4: 80,883 shares; 2025Q1: 78,576 shares; 2025Q2: 73,121 shares; 2025Q3: 69,184 shares; 2025Q4: 59,822 shares 59,822 $9.61M 0.01% -9,362 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,060 shares; 2024Q4: 262,285 shares; 2025Q1: 259,261 shares; 2025Q2: 250,931 shares; 2025Q3: 242,855 shares; 2025Q4: 238,420 shares 238,420 $9.58M 0.01% -4,435 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: 92,932 shares; 2024Q4: 100,657 shares; 2025Q1: 104,754 shares; 2025Q2: 110,987 shares; 2025Q3: 111,518 shares; 2025Q4: 109,542 shares 109,542 $9.54M 0.01% -1,976 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: 83,383 shares; 2024Q4: 78,119 shares; 2025Q1: 69,375 shares; 2025Q2: 58,564 shares; 2025Q3: 51,768 shares; 2025Q4: 48,576 shares 48,576 $9.43M 0.01% -3,192 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,461 shares; 2024Q4: 118,789 shares; 2025Q1: 116,275 shares; 2025Q2: 115,775 shares; 2025Q3: 117,828 shares; 2025Q4: 122,864 shares 122,864 $9.42M 0.01% +5,036 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: 99,123 shares; 2024Q4: 115,527 shares; 2025Q1: 187,704 shares; 2025Q2: 160,926 shares; 2025Q3: 134,182 shares; 2025Q4: 145,561 shares 145,561 $9.38M 0.01% +11,379 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,703 shares; 2024Q4: 104,561 shares; 2025Q1: 101,304 shares; 2025Q2: 102,923 shares; 2025Q3: 96,787 shares; 2025Q4: 93,755 shares 93,755 $9.36M 0.01% -3,032 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,199 shares; 2024Q4: 63,354 shares; 2025Q1: 63,807 shares; 2025Q2: 67,531 shares; 2025Q3: 71,064 shares; 2025Q4: 78,877 shares 78,877 $9.36M 0.01% +7,813 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,819 shares; 2024Q4: 137,377 shares; 2025Q1: 104,202 shares; 2025Q2: 96,134 shares; 2025Q3: 87,464 shares; 2025Q4: 74,322 shares 74,322 $9.35M 0.01% -13,142 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,253 shares; 2024Q4: 151,926 shares; 2025Q1: 156,583 shares; 2025Q2: 156,740 shares; 2025Q3: 156,969 shares; 2025Q4: 158,296 shares 158,296 $9.31M 0.01% +1,327 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,422 shares; 2024Q4: 83,296 shares; 2025Q1: 77,889 shares; 2025Q2: 73,121 shares; 2025Q3: 63,241 shares; 2025Q4: 59,229 shares 59,229 $9.25M 0.01% -4,012 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,645 shares; 2024Q4: 41,805 shares; 2025Q1: 39,337 shares; 2025Q2: 33,929 shares; 2025Q3: 33,484 shares; 2025Q4: 32,352 shares 32,352 $9.23M 0.01% -1,132 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,958 shares; 2024Q4: 137,441 shares; 2025Q1: 123,807 shares; 2025Q2: 117,098 shares; 2025Q3: 125,373 shares; 2025Q4: 116,875 shares 116,875 $9.21M 0.01% -8,498 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: 82,998 shares; 2024Q4: 84,643 shares; 2025Q1: 88,136 shares; 2025Q2: 83,898 shares; 2025Q3: 79,881 shares; 2025Q4: 76,398 shares 76,398 $9.15M 0.01% -3,483 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: 95,711 shares; 2024Q4: 85,606 shares; 2025Q1: 65,097 shares; 2025Q2: 65,956 shares; 2025Q3: 94,095 shares; 2025Q4: 90,886 shares 90,886 $9.12M 0.01% -3,209 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,869 shares; 2024Q4: 80,675 shares; 2025Q1: 77,053 shares; 2025Q2: 73,139 shares; 2025Q3: 71,107 shares; 2025Q4: 68,915 shares 68,915 $9.08M 0.01% -2,192 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: 567,421 shares; 2024Q4: 543,024 shares; 2025Q1: 595,824 shares; 2025Q2: 629,251 shares; 2025Q3: 707,430 shares; 2025Q4: 517,657 shares 517,657 $9.06M 0.01% -189,773 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,305 shares; 2024Q4: 968,459 shares; 2025Q1: 870,751 shares; 2025Q2: 932,217 shares; 2025Q3: 1,014,490 shares; 2025Q4: 932,330 shares 932,330 $9M 0.01% -82,160 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,633 shares; 2024Q4: 143,754 shares; 2025Q1: 141,542 shares; 2025Q2: 132,331 shares; 2025Q3: 132,028 shares; 2025Q4: 129,634 shares 129,634 $9M 0.01% -2,394 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: 137,293 shares 137,293 $8.98M 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,080 shares; 2024Q4: 49,176 shares; 2025Q1: 48,639 shares; 2025Q2: 47,166 shares; 2025Q3: 37,731 shares; 2025Q4: 34,580 shares 34,580 $8.97M 0.01% -3,151 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,592 shares; 2024Q4: 133,287 shares; 2025Q1: 137,425 shares; 2025Q2: 151,464 shares; 2025Q3: 138,094 shares; 2025Q4: 138,653 shares 138,653 $8.88M 0.01% +559 Timeline SDVY 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: 102,775 shares; 2024Q4: 120,180 shares; 2025Q1: 147,550 shares; 2025Q2: 135,140 shares; 2025Q3: 224,974 shares; 2025Q4: 230,047 shares 230,047 $8.82M 0.01% +5,073 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,491 shares; 2024Q4: 288,637 shares; 2025Q1: 292,461 shares; 2025Q2: 294,976 shares; 2025Q3: 300,001 shares; 2025Q4: 305,578 shares 305,578 $8.8M 0.01% +5,577 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: 173,934 shares; 2024Q4: 192,680 shares; 2025Q1: 184,209 shares; 2025Q2: 182,063 shares; 2025Q3: 168,880 shares; 2025Q4: 173,194 shares 173,194 $8.8M 0.01% +4,314 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216,237 shares; 2024Q4: 1,095,720 shares; 2025Q1: 571,600 shares; 2025Q2: 431,641 shares; 2025Q3: 307,194 shares; 2025Q4: 212,419 shares 212,419 $8.74M 0.01% -94,775 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,334 shares; 2024Q4: 17,898 shares; 2025Q1: 19,823 shares; 2025Q2: 20,016 shares; 2025Q3: 19,435 shares; 2025Q4: 19,159 shares 19,159 $8.7M 0.01% -276 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,318 shares; 2024Q4: 50,524 shares; 2025Q1: 49,654 shares; 2025Q2: 46,343 shares; 2025Q3: 45,580 shares; 2025Q4: 42,771 shares 42,771 $8.69M 0.01% -2,809 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: 101,299 shares; 2024Q4: 108,137 shares; 2025Q1: 107,916 shares; 2025Q2: 103,574 shares; 2025Q3: 110,635 shares; 2025Q4: 106,057 shares 106,057 $8.62M 0.01% -4,578 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,521 shares; 2024Q4: 44,245 shares; 2025Q1: 42,712 shares; 2025Q2: 38,921 shares; 2025Q3: 39,266 shares; 2025Q4: 40,137 shares 40,137 $8.59M 0.01% +871 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: 21,604 shares; 2024Q4: 26,169 shares; 2025Q1: 30,838 shares; 2025Q2: 34,981 shares; 2025Q3: 37,290 shares; 2025Q4: 38,917 shares 38,917 $8.54M 0.01% +1,627 Timeline ITOT 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: 396,556 shares; 2024Q4: 557,906 shares; 2025Q1: 549,408 shares; 2025Q2: 49,790 shares; 2025Q3: 50,200 shares; 2025Q4: 57,041 shares 57,041 $8.48M 0.01% +6,841 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,295 shares 103,295 $8.43M 0.01% new 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: 82,256 shares; 2024Q4: 83,564 shares; 2025Q1: 84,948 shares; 2025Q2: 66,878 shares; 2025Q3: 72,629 shares; 2025Q4: 67,274 shares 67,274 $8.4M 0.01% -5,355 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: 438,070 shares; 2024Q4: 451,807 shares; 2025Q1: 480,050 shares; 2025Q2: 461,278 shares; 2025Q3: 623,797 shares; 2025Q4: 713,050 shares 713,050 $8.36M 0.01% +89,253 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: 106,611 shares; 2024Q4: 288,099 shares; 2025Q1: 57,195 shares; 2025Q2: 61,614 shares; 2025Q3: 84,833 shares; 2025Q4: 75,376 shares 75,376 $8.31M 0.01% -9,457 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: 14,440 shares; 2024Q4: 13,069 shares; 2025Q1: 12,331 shares; 2025Q2: 11,990 shares; 2025Q3: 11,471 shares; 2025Q4: 13,511 shares 13,511 $8.27M 0.01% +2,040 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: 308,416 shares; 2024Q4: 285,437 shares; 2025Q1: 278,906 shares; 2025Q2: 278,696 shares; 2025Q3: 230,637 shares; 2025Q4: 226,450 shares 226,450 $8.22M 0.01% -4,187 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,801 shares; 2024Q4: 253,391 shares; 2025Q1: 268,787 shares; 2025Q2: 302,651 shares; 2025Q3: 254,817 shares; 2025Q4: 325,503 shares 325,503 $8.19M 0.01% +70,686 Timeline IBDZ 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: 121,780 shares; 2025Q1: 158,491 shares; 2025Q2: 186,383 shares; 2025Q3: 246,077 shares; 2025Q4: 310,298 shares 310,298 $8.18M 0.01% +64,221 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: 50,816 shares; 2024Q4: 53,186 shares; 2025Q1: 53,179 shares; 2025Q2: 58,045 shares; 2025Q3: 58,960 shares; 2025Q4: 64,171 shares 64,171 $8.18M 0.01% +5,211 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: 12,792 shares; 2024Q4: 12,469 shares; 2025Q1: 11,959 shares; 2025Q2: 14,729 shares; 2025Q3: 14,551 shares; 2025Q4: 14,330 shares 14,330 $8.14M 0.01% -221 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: 32,855 shares; 2024Q4: 31,584 shares; 2025Q1: 38,595 shares; 2025Q2: 39,588 shares; 2025Q3: 39,664 shares; 2025Q4: 39,535 shares 39,535 $8.11M 0.01% -129 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,552 shares; 2024Q4: 328,557 shares; 2025Q1: 266,142 shares; 2025Q2: 241,590 shares; 2025Q3: 128,382 shares; 2025Q4: 127,042 shares 127,042 $8.07M 0.01% -1,340 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,139 shares; 2024Q4: 1,153,809 shares; 2025Q1: 1,171,643 shares; 2025Q2: 1,179,029 shares; 2025Q3: 1,150,126 shares; 2025Q4: 313,123 shares 313,123 $8.06M 0.01% -837,003 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,802 shares; 2024Q4: 164,239 shares; 2025Q1: 168,927 shares; 2025Q2: 163,850 shares; 2025Q3: 163,711 shares; 2025Q4: 161,206 shares 161,206 $8.06M 0.01% -2,505 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: 190,683 shares; 2024Q4: 190,063 shares; 2025Q1: 123,985 shares; 2025Q2: 115,647 shares; 2025Q3: 111,082 shares; 2025Q4: 108,413 shares 108,413 $7.98M 0.01% -2,669 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: 103,212 shares; 2024Q4: 104,609 shares; 2025Q1: 99,112 shares; 2025Q2: 90,852 shares; 2025Q3: 91,595 shares; 2025Q4: 99,457 shares 99,457 $7.96M 0.01% +7,862 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,102 shares; 2024Q4: 377,004 shares; 2025Q1: 366,797 shares; 2025Q2: 325,688 shares; 2025Q3: 308,059 shares; 2025Q4: 341,052 shares 341,052 $7.91M 0.01% +32,993 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: 20,494 shares; 2024Q4: 20,608 shares; 2025Q1: 21,098 shares; 2025Q2: 25,215 shares; 2025Q3: 26,148 shares; 2025Q4: 27,464 shares 27,464 $7.89M 0.01% +1,316 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,048 shares; 2024Q4: 351,048 shares; 2025Q1: 351,048 shares; 2025Q2: 429,048 shares; 2025Q3: 429,048 shares; 2025Q4: 439,048 shares 439,048 $7.88M 0.01% +10,000 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,602 shares; 2024Q4: 129,401 shares; 2025Q1: 123,321 shares; 2025Q2: 115,234 shares; 2025Q3: 114,274 shares; 2025Q4: 117,444 shares 117,444 $7.87M 0.01% +3,170 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,704 shares; 2024Q4: 77,467 shares; 2025Q1: 75,792 shares; 2025Q2: 73,258 shares; 2025Q3: 75,700 shares; 2025Q4: 81,998 shares 81,998 $7.87M 0.01% +6,298 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: 161,615 shares 161,615 $7.85M 0.01% new 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: 28,315 shares; 2024Q4: 28,459 shares; 2025Q1: 27,996 shares; 2025Q2: 31,745 shares; 2025Q3: 31,627 shares; 2025Q4: 30,052 shares 30,052 $7.7M 0.01% -1,575 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,900 shares; 2024Q4: 35,718 shares; 2025Q1: 36,989 shares; 2025Q2: 37,870 shares; 2025Q3: 41,033 shares; 2025Q4: 37,547 shares 37,547 $7.64M 0.01% -3,486 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,432 shares; 2024Q4: 45,574 shares; 2025Q1: 43,708 shares; 2025Q2: 41,305 shares; 2025Q3: 39,773 shares; 2025Q4: 36,964 shares 36,964 $7.62M 0.01% -2,809 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: 13,254,876 shares; 2024Q4: 6,609,457 shares; 2025Q1: 14,060,858 shares; 2025Q2: 165,410 shares; 2025Q3: 90,781 shares; 2025Q4: 100,903 shares 100,903 $7.61M 0.01% +10,122 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,044 shares; 2024Q4: 119,344 shares; 2025Q1: 289,234 shares; 2025Q2: 287,015 shares; 2025Q3: 286,603 shares; 2025Q4: 286,189 shares 286,189 $7.59M 0.01% -414 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: 107,634 shares; 2024Q4: 106,528 shares; 2025Q1: 108,133 shares; 2025Q2: 104,812 shares; 2025Q3: 101,387 shares; 2025Q4: 96,140 shares 96,140 $7.59M 0.01% -5,247 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: 73,587 shares; 2024Q4: 72,896 shares; 2025Q1: 72,398 shares; 2025Q2: 74,552 shares; 2025Q3: 73,005 shares; 2025Q4: 72,463 shares 72,463 $7.54M 0.01% -542 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,220 shares; 2024Q4: 95,156 shares; 2025Q1: 95,703 shares; 2025Q2: 96,007 shares; 2025Q3: 97,275 shares; 2025Q4: 96,897 shares 96,897 $7.51M 0.01% -378 Timeline