Skip to content

Wealthfront Advisers LLC

Follow

13F filer, CIK 1763921, Palo Alto, CA

Wealthfront Advisers LLC reported $38,830,845,908 across 963 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 56.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-001032

Period
2025-06-30
Reported value
$38.8B
Holdings
963
Top 10 weight
56.9%
New
54
Sold out
25

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+1,224,122$372M
VIGadded+1,486,369$304M
VCITadded+1,995,404$165M
PWZadded+5,024,737$117M
SCHFadded+4,920,805$109M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DGROreduced-3,585,989-$229M
VEAreduced-3,816,637-$218M
MUBreduced-1,316,517-$138M
VTEBreduced-2,003,754-$98.2M
FLRNreduced-2,325,072-$71.7M

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

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001667731-25-001032, largest first. % of portfolio is the value over $38,830,845,908, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,151,563 shares; 2024Q4: 15,626,644 shares; 2025Q1: 15,971,439 shares; 2025Q2: 17,195,561 shares 17,195,561$5.23B13.46%+1,224,122Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,237,104 shares; 2024Q4: 58,593,050 shares; 2025Q1: 60,371,395 shares; 2025Q2: 56,554,758 shares 56,554,758$3.22B8.3%-3,816,637Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,625,307 shares; 2024Q4: 107,390,188 shares; 2025Q1: 104,770,919 shares; 2025Q2: 109,691,724 shares 109,691,724$2.42B6.24%+4,920,805Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,914,408 shares; 2024Q4: 38,954,372 shares; 2025Q1: 39,369,561 shares; 2025Q2: 38,349,297 shares 38,349,297$2.3B5.93%-1,020,264Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,150,169 shares; 2024Q4: 44,575,645 shares; 2025Q1: 45,420,074 shares; 2025Q2: 45,479,372 shares 45,479,372$2.25B5.79%+59,298Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823,204 shares; 2024Q4: 6,864,832 shares; 2025Q1: 7,603,273 shares; 2025Q2: 9,089,642 shares 9,089,642$1.86B4.79%+1,486,369Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330,478 shares; 2024Q4: 9,753,243 shares; 2025Q1: 11,002,156 shares; 2025Q2: 10,566,864 shares 10,566,864$1.43B3.67%-435,292Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600,322 shares; 2024Q4: 60,222,952 shares; 2025Q1: 58,426,349 shares; 2025Q2: 56,360,948 shares 56,360,948$1.34B3.46%-2,065,401Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,548,822 shares; 2024Q4: 24,488,697 shares; 2025Q1: 22,920,470 shares; 2025Q2: 20,916,716 shares 20,916,716$1.03B2.64%-2,003,754Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253,899 shares; 2024Q4: 8,273,071 shares; 2025Q1: 9,739,318 shares; 2025Q2: 9,254,116 shares 9,254,116$1.01B2.61%-485,202Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221,051 shares; 2024Q4: 22,234,248 shares; 2025Q1: 28,220,930 shares; 2025Q2: 31,970,077 shares 31,970,077$853M2.2%+3,749,147Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191,238 shares; 2024Q4: 17,335,594 shares; 2025Q1: 16,883,038 shares; 2025Q2: 13,297,049 shares 13,297,049$850M2.19%-3,585,989Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106,667 shares; 2024Q4: 8,535,038 shares; 2025Q1: 8,561,435 shares; 2025Q2: 8,778,198 shares 8,778,198$782M2.01%+216,763Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812,975 shares; 2024Q4: 3,933,568 shares; 2025Q1: 4,119,257 shares; 2025Q2: 4,154,879 shares 4,154,879$656M1.69%+35,622Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262,802 shares; 2024Q4: 3,447,344 shares; 2025Q1: 3,143,888 shares; 2025Q2: 3,283,604 shares 3,283,604$633M1.63%+139,716Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740,431 shares; 2024Q4: 7,576,579 shares; 2025Q1: 6,712,402 shares; 2025Q2: 5,395,885 shares 5,395,885$564M1.45%-1,316,517Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 6,827,300 shares; 2025Q1: 8,951,879 shares; 2025Q2: 8,648,197 shares 8,648,197$482M1.24%-303,682Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,105 shares; 2024Q4: 718,286 shares; 2025Q1: 762,684 shares; 2025Q2: 762,835 shares 762,835$433M1.12%+151Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,252 shares; 2024Q4: 3,087,461 shares; 2025Q1: 2,876,322 shares; 2025Q2: 4,871,726 shares 4,871,726$404M1.04%+1,995,404Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,324 shares; 2024Q4: 679,296 shares; 2025Q1: 742,918 shares; 2025Q2: 803,156 shares 803,156$399M1.03%+60,238Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,840,490 shares; 2024Q4: 14,309,642 shares; 2025Q1: 13,924,582 shares; 2025Q2: 13,453,546 shares 13,453,546$357M0.92%-471,036Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486,797 shares; 2024Q4: 1,588,699 shares; 2025Q1: 1,454,851 shares; 2025Q2: 1,467,855 shares 1,467,855$348M0.9%+13,004Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,233 shares; 2024Q4: 2,002,265 shares; 2025Q1: 2,173,670 shares; 2025Q2: 2,342,414 shares 2,342,414$317M0.82%+168,744Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,533 shares; 2024Q4: 1,354,939 shares; 2025Q1: 1,443,988 shares; 2025Q2: 1,379,744 shares 1,379,744$283M0.73%-64,244Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,670 shares; 2024Q4: 983,249 shares; 2025Q1: 1,031,367 shares; 2025Q2: 1,102,444 shares 1,102,444$242M0.62%+71,077Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,961 shares; 2024Q4: 291,256 shares; 2025Q1: 306,416 shares; 2025Q2: 313,777 shares 313,777$232M0.6%+7,361Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,768 shares; 2024Q4: 786,089 shares; 2025Q1: 818,812 shares; 2025Q2: 787,211 shares 787,211$225M0.58%-31,601Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819,616 shares; 2024Q4: 2,852,238 shares; 2025Q1: 2,372,507 shares; 2025Q2: 2,260,119 shares 2,260,119$209M0.54%-112,388Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247,678 shares; 2024Q4: 736,011 shares; 2025Q1: 1,534,178 shares; 2025Q2: 1,782,762 shares 1,782,762$197M0.51%+248,584Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,274 shares; 2024Q4: 1,444,923 shares; 2025Q1: 1,502,840 shares; 2025Q2: 1,521,923 shares 1,521,923$167M0.43%+19,083Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,202 shares; 2024Q4: 476,609 shares; 2025Q1: 527,067 shares; 2025Q2: 561,447 shares 561,447$155M0.4%+34,380Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,577 shares; 2024Q4: 175,347 shares; 2025Q1: 199,669 shares; 2025Q2: 226,745 shares 226,745$140M0.36%+27,076Timeline
FLTRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,751 shares; 2024Q4: 1,653,327 shares; 2025Q1: 1,829,550 shares; 2025Q2: 5,159,089 shares 5,159,089$132M0.34%+3,329,539Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,750 shares; 2024Q4: 592,590 shares; 2025Q1: 639,880 shares; 2025Q2: 699,842 shares 699,842$123M0.32%+59,962Timeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,538 shares; 2024Q4: 73,702 shares; 2025Q1: 147,159 shares; 2025Q2: 5,171,896 shares 5,171,896$121M0.31%+5,024,737Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,582 shares; 2024Q4: 291,942 shares; 2025Q1: 359,448 shares; 2025Q2: 379,262 shares 379,262$120M0.31%+19,814Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,465 shares; 2024Q4: 172,816 shares; 2025Q1: 186,745 shares; 2025Q2: 207,382 shares 207,382$114M0.29%+20,637Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264,944 shares; 2024Q4: 914,878 shares; 2025Q1: 979,919 shares; 2025Q2: 1,522,519 shares 1,522,519$112M0.29%+542,600Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,708 shares; 2024Q4: 976,529 shares; 2025Q1: 908,019 shares; 2025Q2: 882,562 shares 882,562$105M0.27%-25,457Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394,048 shares; 2024Q4: 5,030,086 shares; 2025Q1: 5,680,720 shares; 2025Q2: 3,355,648 shares 3,355,648$103M0.27%-2,325,072Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297,756 shares; 2024Q4: 1,234,552 shares; 2025Q1: 1,234,488 shares; 2025Q2: 1,214,495 shares 1,214,495$103M0.27%-19,993Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,416 shares; 2024Q4: 289,162 shares; 2025Q1: 317,991 shares; 2025Q2: 351,484 shares 351,484$102M0.26%+33,493Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 71,750 shares; 2025Q1: 73,179 shares; 2025Q2: 75,517 shares 75,517$101M0.26%+2,338Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365,957 shares; 2024Q4: 2,260,377 shares; 2025Q1: 2,382,422 shares; 2025Q2: 2,339,804 shares 2,339,804$101M0.26%-42,618Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,402 shares; 2024Q4: 1,126,828 shares; 2025Q1: 1,121,344 shares; 2025Q2: 1,121,283 shares 1,121,283$100M0.26%-61Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,742 shares; 2024Q4: 168,732 shares; 2025Q1: 212,041 shares; 2025Q2: 197,995 shares 197,995$96.2M0.25%-14,046Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,914 shares; 2024Q4: 482,220 shares; 2025Q1: 511,515 shares; 2025Q2: 541,033 shares 541,033$96M0.25%+29,518Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853,049 shares; 2024Q4: 2,533,952 shares; 2025Q1: 2,495,656 shares; 2025Q2: 2,420,944 shares 2,420,944$94.8M0.24%-74,712Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,464,435 shares; 2024Q4: 2,966,834 shares; 2025Q1: 3,267,659 shares; 2025Q2: 3,479,826 shares 3,479,826$88.7M0.23%+212,167Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422,908 shares; 2024Q4: 3,755,864 shares; 2025Q1: 3,916,163 shares; 2025Q2: 3,584,777 shares 3,584,777$87.4M0.23%-331,386Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,845 shares; 2024Q4: 104,653 shares; 2025Q1: 111,269 shares; 2025Q2: 105,712 shares 105,712$82.4M0.21%-5,557Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,609 shares; 2024Q4: 504,580 shares; 2025Q1: 505,516 shares; 2025Q2: 544,835 shares 544,835$74.3M0.19%+39,319Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543,953 shares; 2024Q4: 1,238,065 shares; 2025Q1: 1,120,066 shares; 2025Q2: 878,644 shares 878,644$72.8M0.19%-241,422Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,142 shares; 2024Q4: 1,373,625 shares; 2025Q1: 784,077 shares; 2025Q2: 711,864 shares 711,864$71.3M0.18%-72,213Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390,402 shares; 2024Q4: 2,381,201 shares; 2025Q1: 2,613,753 shares; 2025Q2: 3,040,474 shares 3,040,474$70.6M0.18%+426,721Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,916 shares; 2024Q4: 163,638 shares; 2025Q1: 184,082 shares; 2025Q2: 193,822 shares 193,822$68.8M0.18%+9,740Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,049 shares; 2024Q4: 54,679 shares; 2025Q1: 59,235 shares; 2025Q2: 61,908 shares 61,908$61.3M0.16%+2,673Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,038 shares; 2024Q4: 93,301 shares; 2025Q1: 97,226 shares; 2025Q2: 101,850 shares 101,850$57.2M0.15%+4,624Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,495 shares; 2024Q4: 492,787 shares; 2025Q1: 515,381 shares; 2025Q2: 556,694 shares 556,694$54.4M0.14%+41,313Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,393 shares; 2024Q4: 632,120 shares; 2025Q1: 705,032 shares; 2025Q2: 651,222 shares 651,222$52.2M0.13%-53,810Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,095 shares; 2024Q4: 154,654 shares; 2025Q1: 271,811 shares; 2025Q2: 474,431 shares 474,431$47.8M0.12%+202,620Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,033 shares; 2024Q4: 1,467,439 shares; 2025Q1: 1,327,710 shares; 2025Q2: 1,344,361 shares 1,344,361$47.7M0.12%+16,651Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,368 shares; 2024Q4: 420,379 shares; 2025Q1: 472,087 shares; 2025Q2: 436,231 shares 436,231$47M0.12%-35,856Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,908 shares; 2024Q4: 1,121,579 shares; 2025Q1: 1,283,228 shares; 2025Q2: 1,225,670 shares 1,225,670$46M0.12%-57,558Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,327 shares; 2024Q4: 158,941 shares; 2025Q1: 252,068 shares; 2025Q2: 286,462 shares 286,462$43.8M0.11%+34,394Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,785 shares; 2024Q4: 803,727 shares; 2025Q1: 849,869 shares; 2025Q2: 908,003 shares 908,003$43M0.11%+58,134Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,517 shares; 2024Q4: 179,581 shares; 2025Q1: 183,216 shares; 2025Q2: 195,453 shares 195,453$42.7M0.11%+12,237Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,136 shares; 2024Q4: 85,858 shares; 2025Q1: 91,090 shares; 2025Q2: 97,415 shares 97,415$42.7M0.11%+6,325Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,120 shares; 2024Q4: 1,043,153 shares; 2025Q1: 1,064,323 shares; 2025Q2: 1,146,590 shares 1,146,590$42.3M0.11%+82,267Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,752 shares; 2024Q4: 517,899 shares; 2025Q1: 708,008 shares; 2025Q2: 671,585 shares 671,585$41.1M0.11%-36,423Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,607 shares; 2024Q4: 109,419 shares; 2025Q1: 109,716 shares; 2025Q2: 108,811 shares 108,811$39.9M0.1%-905Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,261 shares; 2024Q4: 117,974 shares; 2025Q1: 126,610 shares; 2025Q2: 116,441 shares 116,441$39.5M0.1%-10,169Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,851 shares; 2024Q4: 135,422 shares; 2025Q1: 154,390 shares; 2025Q2: 151,836 shares 151,836$39.1M0.1%-2,554Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149,789 shares; 2024Q4: 1,253,954 shares; 2025Q1: 1,309,658 shares; 2025Q2: 1,344,583 shares 1,344,583$38.9M0.1%+34,925Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,213 shares; 2024Q4: 157,468 shares; 2025Q1: 195,304 shares; 2025Q2: 210,530 shares 210,530$38.3M0.1%+15,226Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,578 shares; 2024Q4: 104,885 shares; 2025Q1: 122,029 shares; 2025Q2: 129,255 shares 129,255$38.1M0.1%+7,226Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,931 shares; 2024Q4: 247,105 shares; 2025Q1: 263,796 shares; 2025Q2: 266,489 shares 266,489$37.8M0.1%+2,693Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,351 shares; 2024Q4: 757,764 shares; 2025Q1: 718,116 shares; 2025Q2: 746,544 shares 746,544$37.5M0.1%+28,428Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,080 shares; 2024Q4: 81,103 shares; 2025Q1: 108,926 shares; 2025Q2: 123,080 shares 123,080$37.5M0.1%+14,154Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,549 shares; 2024Q4: 216,929 shares; 2025Q1: 226,574 shares; 2025Q2: 217,747 shares 217,747$34.7M0.09%-8,827Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 41,226 shares; 2025Q1: 44,331 shares; 2025Q2: 47,901 shares 47,901$33.9M0.09%+3,570Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,310 shares; 2024Q4: 442,362 shares; 2025Q1: 422,635 shares; 2025Q2: 396,907 shares 396,907$33.7M0.09%-25,728Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,263 shares; 2024Q4: 38,653 shares; 2025Q1: 43,226 shares; 2025Q2: 42,502 shares 42,502$33.5M0.09%-724Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,312 shares; 2024Q4: 350,955 shares; 2025Q1: 381,486 shares; 2025Q2: 415,503 shares 415,503$33.3M0.09%+34,017Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,162 shares; 2024Q4: 26,312 shares; 2025Q1: 26,359 shares; 2025Q2: 30,138 shares 30,138$31M0.08%+3,779Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,489 shares; 2024Q4: 149,097 shares; 2025Q1: 160,823 shares; 2025Q2: 160,555 shares 160,555$29.8M0.08%-268Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,194 shares; 2024Q4: 227,804 shares; 2025Q1: 280,621 shares; 2025Q2: 306,330 shares 306,330$28.6M0.07%+25,709Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,159 shares; 2024Q4: 321,699 shares; 2025Q1: 363,272 shares; 2025Q2: 394,485 shares 394,485$27.9M0.07%+31,213Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,970 shares; 2024Q4: 166,643 shares; 2025Q1: 213,912 shares; 2025Q2: 248,854 shares 248,854$27.6M0.07%+34,942Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,813 shares; 2024Q4: 378,178 shares; 2025Q1: 418,947 shares; 2025Q2: 355,667 shares 355,667$27.5M0.07%-63,280Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,168 shares; 2024Q4: 109,651 shares; 2025Q1: 99,722 shares; 2025Q2: 108,376 shares 108,376$27.4M0.07%+8,654Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,922 shares; 2024Q4: 100,524 shares; 2025Q1: 106,221 shares; 2025Q2: 100,049 shares 100,049$27.3M0.07%-6,172Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,094 shares; 2024Q4: 975,156 shares; 2025Q1: 832,250 shares; 2025Q2: 818,660 shares 818,660$27.2M0.07%-13,590Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,696 shares; 2024Q4: 69,201 shares; 2025Q1: 67,148 shares; 2025Q2: 81,058 shares 81,058$25.9M0.07%+13,910Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,687 shares; 2024Q4: 287,440 shares; 2025Q1: 370,325 shares; 2025Q2: 369,599 shares 369,599$25.6M0.07%-726Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,360 shares; 2024Q4: 61,122 shares; 2025Q1: 63,502 shares; 2025Q2: 64,699 shares 64,699$25.1M0.06%+1,197Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,139 shares; 2024Q4: 43,916 shares; 2025Q1: 44,686 shares; 2025Q2: 46,167 shares 46,167$25.1M0.06%+1,481Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,884 shares; 2024Q4: 138,803 shares; 2025Q1: 161,769 shares; 2025Q2: 181,000 shares 181,000$24.6M0.06%+19,231Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,937 shares; 2024Q4: 45,776 shares; 2025Q1: 51,854 shares; 2025Q2: 52,410 shares 52,410$24.6M0.06%+556Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,540 shares; 2024Q4: 83,310 shares; 2025Q1: 74,900 shares; 2025Q2: 87,077 shares 87,077$24.3M0.06%+12,177Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,689 shares; 2024Q4: 67,836 shares; 2025Q1: 67,640 shares; 2025Q2: 66,671 shares 66,671$23.4M0.06%-969Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,494 shares; 2024Q4: 491,906 shares; 2025Q1: 517,283 shares; 2025Q2: 532,247 shares 532,247$23M0.06%+14,964Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,107 shares; 2024Q4: 255,359 shares; 2025Q1: 361,198 shares; 2025Q2: 405,132 shares 405,132$22.7M0.06%+43,934Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,430 shares; 2024Q4: 39,688 shares; 2025Q1: 42,853 shares; 2025Q2: 106,098 shares 106,098$22.6M0.06%+63,245Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,383 shares; 2024Q4: 50,289 shares; 2025Q1: 57,259 shares; 2025Q2: 55,614 shares 55,614$22.5M0.06%-1,645Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,973 shares; 2024Q4: 81,532 shares; 2025Q1: 83,654 shares; 2025Q2: 84,069 shares 84,069$22.4M0.06%+415Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,036 shares; 2024Q4: 146,593 shares; 2025Q1: 175,905 shares; 2025Q2: 156,316 shares 156,316$22.4M0.06%-19,589Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,048 shares; 2024Q4: 58,168 shares; 2025Q1: 61,462 shares; 2025Q2: 59,714 shares 59,714$21.9M0.06%-1,748Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,695 shares; 2024Q4: 34,020 shares; 2025Q1: 38,336 shares; 2025Q2: 40,727 shares 40,727$21.5M0.06%+2,391Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,526 shares; 2024Q4: 123,236 shares; 2025Q1: 127,843 shares; 2025Q2: 151,699 shares 151,699$21.4M0.06%+23,856Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,147 shares; 2025Q1: 17,844 shares; 2025Q2: 20,020 shares 20,020$21M0.05%+2,176Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,164 shares; 2024Q4: 183,744 shares; 2025Q1: 234,724 shares; 2025Q2: 296,909 shares 296,909$20.5M0.05%+62,185Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,593 shares; 2024Q4: 148,690 shares; 2025Q1: 156,865 shares; 2025Q2: 163,814 shares 163,814$20.2M0.05%+6,949Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 18,397 shares; 2025Q1: 25,470 shares; 2025Q2: 27,286 shares 27,286$20M0.05%+1,816Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,150 shares; 2024Q4: 110,149 shares; 2025Q1: 109,091 shares; 2025Q2: 149,398 shares 149,398$19.7M0.05%+40,307Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,956 shares; 2024Q4: 70,010 shares; 2025Q1: 77,622 shares; 2025Q2: 67,493 shares 67,493$19.7M0.05%-10,129Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,057 shares; 2024Q4: 46,054 shares; 2025Q1: 50,994 shares; 2025Q2: 55,233 shares 55,233$19.7M0.05%+4,239Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,013 shares; 2024Q4: 53,504 shares; 2025Q1: 79,979 shares; 2025Q2: 88,936 shares 88,936$19.7M0.05%+8,957Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,200 shares; 2024Q4: 41,019 shares; 2025Q1: 46,932 shares; 2025Q2: 43,918 shares 43,918$19.6M0.05%-3,014Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,328 shares; 2024Q4: 77,269 shares; 2025Q1: 81,508 shares; 2025Q2: 62,646 shares 62,646$19.5M0.05%-18,862Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,951 shares; 2024Q4: 70,704 shares; 2025Q1: 77,823 shares; 2025Q2: 138,061 shares 138,061$19.1M0.05%+60,238Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,013 shares; 2024Q4: 112,256 shares; 2025Q1: 110,789 shares; 2025Q2: 102,713 shares 102,713$18.8M0.05%-8,076Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,720 shares; 2024Q4: 44,809 shares; 2025Q1: 48,403 shares; 2025Q2: 48,461 shares 48,461$18.7M0.05%+58Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,092 shares; 2024Q4: 55,778 shares; 2025Q1: 135,719 shares; 2025Q2: 179,286 shares 179,286$18.4M0.05%+43,567Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,679 shares; 2024Q4: 54,248 shares; 2025Q1: 53,442 shares; 2025Q2: 61,064 shares 61,064$18.3M0.05%+7,622Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,939 shares; 2024Q4: 65,101 shares; 2025Q1: 69,991 shares; 2025Q2: 73,069 shares 73,069$18M0.05%+3,078Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,514 shares; 2024Q4: 96,833 shares; 2025Q1: 114,061 shares; 2025Q2: 112,954 shares 112,954$18M0.05%-1,107Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,034 shares; 2024Q4: 191,900 shares; 2025Q1: 201,292 shares; 2025Q2: 200,238 shares 200,238$18M0.05%-1,054Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,999 shares; 2024Q4: 115,817 shares; 2025Q1: 119,115 shares; 2025Q2: 143,743 shares 143,743$17.8M0.05%+24,628Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,991 shares; 2024Q4: 24,548 shares; 2025Q1: 25,676 shares; 2025Q2: 33,113 shares 33,113$17.5M0.05%+7,437Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,267 shares; 2024Q4: 154,433 shares; 2025Q1: 182,641 shares; 2025Q2: 190,060 shares 190,060$17.4M0.04%+7,419Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,532 shares; 2024Q4: 77,806 shares; 2025Q1: 81,189 shares; 2025Q2: 74,737 shares 74,737$17.4M0.04%-6,452Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 23,712 shares; 2025Q1: 30,603 shares; 2025Q2: 34,085 shares 34,085$17.3M0.04%+3,482Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,982 shares; 2024Q4: 138,605 shares; 2025Q1: 114,023 shares; 2025Q2: 333,309 shares 333,309$17.3M0.04%+219,286Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,314 shares; 2024Q4: 206,926 shares; 2025Q1: 240,093 shares; 2025Q2: 289,173 shares 289,173$17M0.04%+49,080Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,907 shares; 2024Q4: 104,641 shares; 2025Q1: 124,646 shares; 2025Q2: 114,898 shares 114,898$16.8M0.04%-9,748Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,086 shares; 2024Q4: 45,477 shares; 2025Q1: 51,895 shares; 2025Q2: 60,819 shares 60,819$16.8M0.04%+8,924Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,905 shares; 2024Q4: 84,593 shares; 2025Q1: 89,450 shares; 2025Q2: 89,148 shares 89,148$16.6M0.04%-302Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,961 shares; 2024Q4: 30,341 shares; 2025Q1: 31,060 shares; 2025Q2: 24,957 shares 24,957$16.6M0.04%-6,103Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,315 shares; 2024Q4: 92,768 shares; 2025Q1: 94,152 shares; 2025Q2: 99,425 shares 99,425$16.5M0.04%+5,273Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,824 shares; 2024Q4: 45,809 shares; 2025Q1: 51,118 shares; 2025Q2: 78,812 shares 78,812$16.5M0.04%+27,694Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,913 shares; 2024Q4: 249,605 shares; 2025Q1: 365,783 shares; 2025Q2: 350,738 shares 350,738$16.2M0.04%-15,045Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,861 shares; 2024Q4: 76,438 shares; 2025Q1: 79,656 shares; 2025Q2: 72,456 shares 72,456$16.1M0.04%-7,200Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,109 shares; 2024Q4: 50,544 shares; 2025Q1: 66,065 shares; 2025Q2: 57,376 shares 57,376$16M0.04%-8,689Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,780 shares; 2024Q4: 114,118 shares; 2025Q1: 141,193 shares; 2025Q2: 148,095 shares 148,095$15.9M0.04%+6,902Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,697 shares; 2024Q4: 150,894 shares; 2025Q1: 176,653 shares; 2025Q2: 185,641 shares 185,641$15.8M0.04%+8,988Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,623 shares; 2024Q4: 106,055 shares; 2025Q1: 137,427 shares; 2025Q2: 168,248 shares 168,248$15.4M0.04%+30,821Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,169 shares; 2024Q4: 133,618 shares; 2025Q1: 143,756 shares; 2025Q2: 154,864 shares 154,864$15.3M0.04%+11,108Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,545 shares; 2024Q4: 133,543 shares; 2025Q1: 158,505 shares; 2025Q2: 165,089 shares 165,089$15.2M0.04%+6,584Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,209 shares; 2024Q4: 75,895 shares; 2025Q1: 82,433 shares; 2025Q2: 72,493 shares 72,493$15.1M0.04%-9,940Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,417 shares; 2024Q4: 702,562 shares; 2025Q1: 709,020 shares; 2025Q2: 619,451 shares 619,451$15M0.04%-89,569Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,150 shares; 2024Q4: 153,630 shares; 2025Q1: 214,689 shares; 2025Q2: 273,244 shares 273,244$14.9M0.04%+58,555Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,329 shares; 2024Q4: 43,692 shares; 2025Q1: 45,837 shares; 2025Q2: 48,053 shares 48,053$14.8M0.04%+2,216Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,602 shares; 2024Q4: 103,086 shares; 2025Q1: 132,966 shares; 2025Q2: 125,548 shares 125,548$14.8M0.04%-7,418Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,570 shares; 2024Q4: 110,582 shares; 2025Q1: 231,622 shares; 2025Q2: 231,708 shares 231,708$14.7M0.04%+86Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,729 shares; 2024Q4: 34,464 shares; 2025Q1: 36,700 shares; 2025Q2: 37,037 shares 37,037$14.7M0.04%+337Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,663 shares; 2024Q4: 115,533 shares; 2025Q1: 123,238 shares; 2025Q2: 158,457 shares 158,457$14.4M0.04%+35,219Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 13,415 shares; 2025Q1: 35,980 shares; 2025Q2: 48,055 shares 48,055$14.3M0.04%+12,075Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,318 shares; 2024Q4: 142,293 shares; 2025Q1: 218,921 shares; 2025Q2: 247,482 shares 247,482$14.3M0.04%+28,561Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,228 shares; 2024Q4: 96,097 shares; 2025Q1: 146,679 shares; 2025Q2: 141,842 shares 141,842$14.2M0.04%-4,837Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,497 shares; 2024Q4: 43,106 shares; 2025Q1: 46,133 shares; 2025Q2: 49,104 shares 49,104$14.2M0.04%+2,971Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,659 shares; 2024Q4: 65,324 shares; 2025Q1: 303,504 shares; 2025Q2: 325,630 shares 325,630$14.1M0.04%+22,126Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,872 shares; 2024Q4: 58,903 shares; 2025Q1: 60,226 shares; 2025Q2: 59,306 shares 59,306$14.1M0.04%-920Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,656 shares; 2024Q4: 330,484 shares; 2025Q1: 327,626 shares; 2025Q2: 336,138 shares 336,138$14.1M0.04%+8,512Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,707 shares; 2024Q4: 691,502 shares; 2025Q1: 633,652 shares; 2025Q2: 665,432 shares 665,432$14.1M0.04%+31,780Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,156 shares; 2024Q4: 55,145 shares; 2025Q1: 65,423 shares; 2025Q2: 61,111 shares 61,111$14.1M0.04%-4,312Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,139 shares; 2024Q4: 244,880 shares; 2025Q1: 161,179 shares; 2025Q2: 177,442 shares 177,442$14M0.04%+16,263Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,467 shares; 2024Q4: 50,859 shares; 2025Q1: 91,185 shares; 2025Q2: 109,124 shares 109,124$14M0.04%+17,939Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,404 shares; 2024Q4: 42,191 shares; 2025Q1: 132,162 shares; 2025Q2: 148,901 shares 148,901$13.9M0.04%+16,739Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 55,555 shares; 2025Q1: 57,042 shares; 2025Q2: 56,510 shares 56,510$13.9M0.04%-532Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,518 shares; 2025Q1: 141,392 shares; 2025Q2: 135,906 shares 135,906$13.9M0.04%-5,486Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,893 shares; 2024Q4: 205,155 shares; 2025Q1: 218,625 shares; 2025Q2: 219,944 shares 219,944$13.8M0.04%+1,319Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,849 shares; 2024Q4: 283,672 shares; 2025Q1: 241,257 shares; 2025Q2: 243,411 shares 243,411$13.8M0.04%+2,154Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,280 shares; 2024Q4: 297,376 shares; 2025Q1: 311,069 shares; 2025Q2: 288,635 shares 288,635$13.5M0.03%-22,434Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,813 shares; 2024Q4: 58,048 shares; 2025Q1: 65,591 shares; 2025Q2: 69,614 shares 69,614$13.5M0.03%+4,023Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,665 shares; 2024Q4: 115,806 shares; 2025Q1: 216,373 shares; 2025Q2: 195,494 shares 195,494$13.5M0.03%-20,879Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,596 shares; 2024Q4: 248,379 shares; 2025Q1: 312,513 shares; 2025Q2: 297,888 shares 297,888$13.5M0.03%-14,625Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 11,071 shares; 2025Q1: 13,900 shares; 2025Q2: 14,955 shares 14,955$13.4M0.03%+1,055Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,209 shares; 2024Q4: 59,730 shares; 2025Q1: 65,722 shares; 2025Q2: 60,602 shares 60,602$13.3M0.03%-5,120Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,738 shares; 2024Q4: 52,073 shares; 2025Q1: 55,395 shares; 2025Q2: 57,093 shares 57,093$13.1M0.03%+1,698Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,588 shares; 2024Q4: 202,259 shares; 2025Q1: 211,992 shares; 2025Q2: 187,425 shares 187,425$13M0.03%-24,567Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,440 shares; 2024Q4: 163,320 shares; 2025Q1: 165,619 shares; 2025Q2: 155,149 shares 155,149$12.9M0.03%-10,470Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 19,303 shares; 2025Q1: 21,449 shares; 2025Q2: 25,144 shares 25,144$12.8M0.03%+3,695Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,899 shares; 2024Q4: 62,136 shares; 2025Q1: 59,605 shares; 2025Q2: 71,936 shares 71,936$12.7M0.03%+12,331Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,358 shares; 2024Q4: 416,203 shares; 2025Q1: 432,927 shares; 2025Q2: 430,633 shares 430,633$12.7M0.03%-2,294Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,834 shares; 2024Q4: 163,354 shares; 2025Q1: 727,542 shares; 2025Q2: 651,867 shares 651,867$12.4M0.03%-75,675Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 7,970 shares; 2025Q1: 8,316 shares; 2025Q2: 136,945 shares 136,945$12.3M0.03%+128,629Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 5,334 shares; 2025Q1: 40,792 shares; 2025Q2: 52,538 shares 52,538$12.3M0.03%+11,746Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,255 shares; 2024Q4: 52,011 shares; 2025Q1: 55,899 shares; 2025Q2: 59,831 shares 59,831$12.2M0.03%+3,932Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 29,049 shares; 2025Q1: 27,726 shares; 2025Q2: 27,946 shares 27,946$12.2M0.03%+220Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 8,910 shares; 2025Q1: 17,662 shares; 2025Q2: 105,896 shares 105,896$12.1M0.03%+88,234Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,603 shares; 2024Q4: 239,433 shares; 2025Q1: 267,594 shares; 2025Q2: 281,181 shares 281,181$11.9M0.03%+13,587Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,532 shares; 2024Q4: 29,985 shares; 2025Q1: 33,340 shares; 2025Q2: 36,933 shares 36,933$11.9M0.03%+3,593Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,265 shares; 2024Q4: 151,019 shares; 2025Q1: 172,030 shares; 2025Q2: 171,626 shares 171,626$11.9M0.03%-404Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,957 shares; 2024Q4: 78,603 shares; 2025Q1: 83,435 shares; 2025Q2: 92,132 shares 92,132$11.9M0.03%+8,697Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,485 shares; 2024Q4: 69,151 shares; 2025Q1: 81,393 shares; 2025Q2: 113,245 shares 113,245$11.8M0.03%+31,852Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,222 shares; 2024Q4: 30,214 shares; 2025Q1: 35,911 shares; 2025Q2: 37,383 shares 37,383$11.7M0.03%+1,472Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,760 shares; 2025Q1: 138,391 shares; 2025Q2: 120,036 shares 120,036$11.7M0.03%-18,355Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 26,100 shares; 2025Q1: 24,627 shares; 2025Q2: 24,850 shares 24,850$11.5M0.03%+223Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,794 shares; 2024Q4: 72,197 shares; 2025Q1: 76,369 shares; 2025Q2: 83,801 shares 83,801$11.3M0.03%+7,432Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,091 shares; 2024Q4: 370,126 shares; 2025Q1: 452,222 shares; 2025Q2: 476,060 shares 476,060$11.2M0.03%+23,838Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,885 shares; 2024Q4: 177,365 shares; 2025Q1: 171,535 shares; 2025Q2: 430,288 shares 430,288$11.1M0.03%+258,753Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 45,686 shares; 2025Q1: 99,396 shares; 2025Q2: 106,953 shares 106,953$11.1M0.03%+7,557Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,852 shares; 2024Q4: 30,739 shares; 2025Q1: 38,380 shares; 2025Q2: 48,347 shares 48,347$11M0.03%+9,967Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,822 shares; 2024Q4: 182,798 shares; 2025Q1: 222,228 shares; 2025Q2: 253,236 shares 253,236$10.9M0.03%+31,008Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,601 shares; 2024Q4: 126,567 shares; 2025Q1: 128,778 shares; 2025Q2: 150,560 shares 150,560$10.8M0.03%+21,782Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,338 shares; 2024Q4: 68,365 shares; 2025Q1: 75,865 shares; 2025Q2: 70,414 shares 70,414$10.7M0.03%-5,451Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,643 shares; 2024Q4: 90,016 shares; 2025Q1: 108,405 shares; 2025Q2: 86,907 shares 86,907$10.7M0.03%-21,498Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,276 shares; 2024Q4: 60,791 shares; 2025Q1: 59,475 shares; 2025Q2: 65,912 shares 65,912$10.6M0.03%+6,437Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,227 shares; 2024Q4: 76,489 shares; 2025Q1: 80,221 shares; 2025Q2: 76,455 shares 76,455$10.5M0.03%-3,766Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,286 shares; 2024Q4: 569,812 shares; 2025Q1: 555,929 shares; 2025Q2: 625,920 shares 625,920$10.5M0.03%+69,991Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,912 shares; 2025Q1: 6,531 shares; 2025Q2: 6,890 shares 6,890$10.5M0.03%+359Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 41,896 shares; 2025Q1: 44,558 shares; 2025Q2: 46,716 shares 46,716$10.4M0.03%+2,158Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,770 shares; 2025Q1: 10,547 shares; 2025Q2: 9,836 shares 9,836$10.4M0.03%-711Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,430 shares; 2024Q4: 89,683 shares; 2025Q1: 94,533 shares; 2025Q2: 98,023 shares 98,023$10.3M0.03%+3,490Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,339 shares; 2024Q4: 48,650 shares; 2025Q1: 50,476 shares; 2025Q2: 43,286 shares 43,286$10.3M0.03%-7,190Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,402 shares; 2024Q4: 29,866 shares; 2025Q1: 31,505 shares; 2025Q2: 32,177 shares 32,177$10.3M0.03%+672Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,261 shares; 2024Q4: 53,858 shares; 2025Q1: 58,503 shares; 2025Q2: 51,813 shares 51,813$10.2M0.03%-6,690Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,268 shares; 2024Q4: 173,129 shares; 2025Q1: 170,238 shares; 2025Q2: 179,334 shares 179,334$10.2M0.03%+9,096Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 11,706 shares; 2025Q1: 41,446 shares; 2025Q2: 72,778 shares 72,778$10.1M0.03%+31,332Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,700 shares; 2024Q4: 138,838 shares; 2025Q1: 150,618 shares; 2025Q2: 142,499 shares 142,499$10M0.03%-8,119Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,545 shares; 2024Q4: 38,743 shares; 2025Q1: 51,043 shares; 2025Q2: 53,941 shares 53,941$9.9M0.03%+2,898Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,872 shares; 2024Q4: 75,297 shares; 2025Q1: 147,515 shares; 2025Q2: 142,118 shares 142,118$9.8M0.03%-5,397Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,883 shares; 2024Q4: 82,761 shares; 2025Q1: 93,009 shares; 2025Q2: 90,960 shares 90,960$9.77M0.03%-2,049Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,113 shares; 2024Q4: 66,290 shares; 2025Q1: 60,153 shares; 2025Q2: 52,257 shares 52,257$9.74M0.03%-7,896Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 15,852 shares; 2025Q1: 22,833 shares; 2025Q2: 29,267 shares 29,267$9.68M0.02%+6,434Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,621 shares; 2024Q4: 90,656 shares; 2025Q1: 90,571 shares; 2025Q2: 100,285 shares 100,285$9.64M0.02%+9,714Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 34,480 shares; 2025Q1: 36,970 shares; 2025Q2: 38,829 shares 38,829$9.6M0.02%+1,859Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,393 shares; 2025Q1: 1,391 shares; 2025Q2: 1,636 shares 1,636$9.47M0.02%+245Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,620 shares; 2024Q4: 46,302 shares; 2025Q1: 55,700 shares; 2025Q2: 61,290 shares 61,290$9.42M0.02%+5,590Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,921 shares; 2025Q1: 12,336 shares; 2025Q2: 13,433 shares 13,433$9.38M0.02%+1,097Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,397 shares; 2024Q4: 136,959 shares; 2025Q1: 92,171 shares; 2025Q2: 105,965 shares 105,965$9.35M0.02%+13,794Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 8,802 shares; 2025Q1: 8,741 shares; 2025Q2: 8,932 shares 8,932$9.29M0.02%+191Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,095 shares; 2024Q4: 55,104 shares; 2025Q1: 54,019 shares; 2025Q2: 55,245 shares 55,245$9.28M0.02%+1,226Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,389 shares; 2024Q4: 33,396 shares; 2025Q1: 29,370 shares; 2025Q2: 30,826 shares 30,826$9.24M0.02%+1,456Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,453 shares; 2024Q4: 605,152 shares; 2025Q1: 565,947 shares; 2025Q2: 440,364 shares 440,364$9.19M0.02%-125,583Timeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,897 shares; 2024Q4: 126,721 shares; 2025Q1: 135,439 shares; 2025Q2: 114,710 shares 114,710$9.12M0.02%-20,729Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 21,793 shares; 2025Q1: 23,308 shares; 2025Q2: 22,156 shares 22,156$9.06M0.02%-1,152Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,279 shares; 2024Q4: 39,551 shares; 2025Q1: 38,933 shares; 2025Q2: 46,278 shares 46,278$8.98M0.02%+7,345Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,487 shares; 2024Q4: 214,983 shares; 2025Q1: 187,611 shares; 2025Q2: 199,479 shares 199,479$8.93M0.02%+11,868Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,461 shares; 2024Q4: 332,447 shares; 2025Q1: 298,292 shares; 2025Q2: 279,272 shares 279,272$8.88M0.02%-19,020Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,236 shares; 2024Q4: 78,446 shares; 2025Q1: 72,384 shares; 2025Q2: 93,430 shares 93,430$8.88M0.02%+21,046Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,956 shares; 2024Q4: 300,708 shares; 2025Q1: 305,611 shares; 2025Q2: 248,080 shares 248,080$8.85M0.02%-57,531Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 19,823 shares; 2025Q1: 22,199 shares; 2025Q2: 23,332 shares 23,332$8.82M0.02%+1,133Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,049 shares; 2024Q4: 82,568 shares; 2025Q1: 117,400 shares; 2025Q2: 123,321 shares 123,321$8.76M0.02%+5,921Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,957 shares; 2024Q4: 45,369 shares; 2025Q1: 49,492 shares; 2025Q2: 73,273 shares 73,273$8.74M0.02%+23,781Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,835 shares; 2024Q4: 78,078 shares; 2025Q1: 116,070 shares; 2025Q2: 94,471 shares 94,471$8.66M0.02%-21,599Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,326 shares; 2024Q4: 72,545 shares; 2025Q1: 73,302 shares; 2025Q2: 57,489 shares 57,489$8.6M0.02%-15,813Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 19,012 shares; 2025Q1: 22,130 shares; 2025Q2: 24,530 shares 24,530$8.59M0.02%+2,400Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,816 shares; 2024Q4: 90,833 shares; 2025Q1: 77,120 shares; 2025Q2: 126,504 shares 126,504$8.53M0.02%+49,384Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,983 shares; 2024Q4: 22,896 shares; 2025Q1: 24,662 shares; 2025Q2: 24,519 shares 24,519$8.42M0.02%-143Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,746 shares; 2024Q4: 47,716 shares; 2025Q1: 45,421 shares; 2025Q2: 48,256 shares 48,256$8.41M0.02%+2,835Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 36,353 shares; 2025Q1: 48,351 shares; 2025Q2: 83,202 shares 83,202$8.4M0.02%+34,851Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,124 shares; 2024Q4: 80,092 shares; 2025Q1: 89,107 shares; 2025Q2: 112,587 shares 112,587$8.39M0.02%+23,480Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270,882 shares; 2024Q4: 1,394,893 shares; 2025Q1: 746,372 shares; 2025Q2: 723,391 shares 723,391$8.3M0.02%-22,981
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,631 shares; 2024Q4: 27,055 shares; 2025Q1: 28,129 shares; 2025Q2: 49,807 shares 49,807$8.27M0.02%+21,678Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 14,354 shares; 2025Q1: 17,442 shares; 2025Q2: 21,444 shares 21,444$8.22M0.02%+4,002Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,962 shares; 2024Q4: 285,674 shares; 2025Q1: 279,208 shares; 2025Q2: 199,705 shares 199,705$8.21M0.02%-79,503Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 14,963 shares; 2025Q1: 15,517 shares; 2025Q2: 36,125 shares 36,125$8.21M0.02%+20,608Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,455 shares; 2024Q4: 178,296 shares; 2025Q1: 178,356 shares; 2025Q2: 167,309 shares 167,309$8.21M0.02%-11,047Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 22,771 shares; 2025Q1: 25,981 shares; 2025Q2: 26,502 shares 26,502$8.17M0.02%+521Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,472 shares; 2024Q4: 90,008 shares; 2025Q1: 109,022 shares; 2025Q2: 121,186 shares 121,186$8.09M0.02%+12,164Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,575 shares; 2024Q4: 84,308 shares; 2025Q1: 93,536 shares; 2025Q2: 192,192 shares 192,192$8.07M0.02%+98,656Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,050 shares; 2024Q4: 206,829 shares; 2025Q1: 228,957 shares; 2025Q2: 247,184 shares 247,184$8.06M0.02%+18,227Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,298 shares; 2024Q4: 72,547 shares; 2025Q1: 74,749 shares; 2025Q2: 60,986 shares 60,986$8M0.02%-13,763Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,512 shares; 2024Q4: 44,623 shares; 2025Q1: 56,076 shares; 2025Q2: 72,323 shares 72,323$8M0.02%+16,247Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,389 shares; 2024Q4: 75,912 shares; 2025Q1: 81,799 shares; 2025Q2: 87,200 shares 87,200$7.94M0.02%+5,401Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,019 shares; 2024Q4: 82,599 shares; 2025Q1: 113,142 shares; 2025Q2: 117,423 shares 117,423$7.88M0.02%+4,281Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,858 shares; 2024Q4: 138,035 shares; 2025Q1: 140,296 shares; 2025Q2: 115,655 shares 115,655$7.88M0.02%-24,641Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 547,088 shares; 2025Q1: 165,862 shares; 2025Q2: 554,701 shares 554,701$7.87M0.02%+388,839Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,528 shares; 2024Q4: 76,171 shares; 2025Q1: 99,805 shares; 2025Q2: 98,757 shares 98,757$7.86M0.02%-1,048Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,947 shares; 2024Q4: 534,820 shares; 2025Q1: 669,604 shares; 2025Q2: 723,853 shares 723,853$7.85M0.02%+54,249Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,413 shares; 2024Q4: 23,828 shares; 2025Q1: 28,840 shares; 2025Q2: 33,527 shares 33,527$7.82M0.02%+4,687Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,040 shares; 2024Q4: 72,396 shares; 2025Q1: 75,781 shares; 2025Q2: 75,981 shares 75,981$7.79M0.02%+200Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,146 shares; 2024Q4: 65,804 shares; 2025Q1: 59,517 shares; 2025Q2: 65,140 shares 65,140$7.79M0.02%+5,623Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 15,696 shares; 2025Q1: 15,692 shares; 2025Q2: 15,517 shares 15,517$7.76M0.02%-175Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,253 shares; 2024Q4: 29,115 shares; 2025Q1: 45,231 shares; 2025Q2: 32,306 shares 32,306$7.71M0.02%-12,925Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,288 shares; 2024Q4: 81,932 shares; 2025Q1: 79,827 shares; 2025Q2: 78,168 shares 78,168$7.69M0.02%-1,659Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,403 shares; 2024Q4: 56,972 shares; 2025Q1: 79,370 shares; 2025Q2: 77,698 shares 77,698$7.66M0.02%-1,672Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,696 shares; 2024Q4: 931,690 shares; 2025Q1: 701,155 shares; 2025Q2: 370,355 shares 370,355$7.57M0.02%-330,800Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,597 shares; 2024Q4: 57,747 shares; 2025Q1: 70,481 shares; 2025Q2: 71,527 shares 71,527$7.56M0.02%+1,046Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,104 shares; 2024Q4: 11,748 shares; 2025Q1: 12,658 shares; 2025Q2: 14,062 shares 14,062$7.51M0.02%+1,404Timeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,651 shares; 2024Q4: 50,275 shares; 2025Q1: 56,483 shares; 2025Q2: 54,054 shares 54,054$7.49M0.02%-2,429
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,534 shares; 2024Q4: 37,656 shares; 2025Q1: 39,131 shares; 2025Q2: 36,749 shares 36,749$7.4M0.02%-2,382Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,081 shares; 2024Q4: 43,432 shares; 2025Q1: 47,328 shares; 2025Q2: 49,683 shares 49,683$7.33M0.02%+2,355Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,554 shares; 2024Q4: 11,278 shares; 2025Q1: 13,099 shares; 2025Q2: 12,920 shares 12,920$7.32M0.02%-179Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,978 shares; 2024Q4: 83,818 shares; 2025Q1: 89,598 shares; 2025Q2: 90,754 shares 90,754$7.3M0.02%+1,156Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 188,935 shares; 2025Q1: 194,776 shares; 2025Q2: 202,283 shares 202,283$7.29M0.02%+7,507Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,986 shares; 2024Q4: 42,066 shares; 2025Q1: 51,420 shares; 2025Q2: 67,897 shares 67,897$7.22M0.02%+16,477Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 43,341 shares; 2025Q1: 54,000 shares; 2025Q2: 54,081 shares 54,081$7.19M0.02%+81Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,110 shares; 2024Q4: 25,444 shares; 2025Q1: 23,442 shares; 2025Q2: 24,594 shares 24,594$7.17M0.02%+1,152Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,267 shares; 2024Q4: 100,619 shares; 2025Q1: 119,326 shares; 2025Q2: 122,792 shares 122,792$7.15M0.02%+3,466Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,351 shares; 2024Q4: 53,319 shares; 2025Q1: 55,035 shares; 2025Q2: 53,624 shares 53,624$7.15M0.02%-1,411Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 13,537 shares; 2025Q1: 18,303 shares; 2025Q2: 21,151 shares 21,151$7.13M0.02%+2,848Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,975 shares; 2024Q4: 693,127 shares; 2025Q1: 679,805 shares; 2025Q2: 403,870 shares 403,870$7.04M0.02%-275,935Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,211 shares; 2024Q4: 27,180 shares; 2025Q1: 27,228 shares; 2025Q2: 43,235 shares 43,235$7.02M0.02%+16,007Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,970 shares; 2024Q4: 170,184 shares; 2025Q1: 207,203 shares; 2025Q2: 214,543 shares 214,543$7M0.02%+7,340Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,605 shares; 2024Q4: 139,605 shares; 2025Q1: 125,799 shares; 2025Q2: 124,707 shares 124,707$7M0.02%-1,092Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,700 shares; 2024Q4: 196,543 shares; 2025Q1: 232,856 shares; 2025Q2: 206,597 shares 206,597$7M0.02%-26,259Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,304 shares; 2024Q4: 29,082 shares; 2025Q1: 32,785 shares; 2025Q2: 33,278 shares 33,278$6.95M0.02%+493Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,806 shares; 2024Q4: 30,140 shares; 2025Q1: 41,975 shares; 2025Q2: 131,200 shares 131,200$6.92M0.02%+89,225Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 1,122 shares; 2025Q1: 6,084 shares; 2025Q2: 8,358 shares 8,358$6.92M0.02%+2,274Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,819 shares; 2024Q4: 230,391 shares; 2025Q1: 250,092 shares; 2025Q2: 204,139 shares 204,139$6.9M0.02%-45,953Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,798 shares; 2024Q4: 85,807 shares; 2025Q1: 186,846 shares; 2025Q2: 171,207 shares 171,207$6.89M0.02%-15,639Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,246 shares; 2024Q4: 108,421 shares; 2025Q1: 146,585 shares; 2025Q2: 140,063 shares 140,063$6.89M0.02%-6,522Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,131 shares; 2024Q4: 234,443 shares; 2025Q1: 726,053 shares; 2025Q2: 598,735 shares 598,735$6.86M0.02%-127,318Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,862 shares; 2024Q4: 21,422 shares; 2025Q1: 23,759 shares; 2025Q2: 25,007 shares 25,007$6.74M0.02%+1,248Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,823 shares; 2024Q4: 46,056 shares; 2025Q1: 56,189 shares; 2025Q2: 38,998 shares 38,998$6.72M0.02%-17,191Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,486 shares; 2024Q4: 47,494 shares; 2025Q1: 72,478 shares; 2025Q2: 63,385 shares 63,385$6.66M0.02%-9,093Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,315 shares; 2024Q4: 29,031 shares; 2025Q1: 31,253 shares; 2025Q2: 34,150 shares 34,150$6.66M0.02%+2,897Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,947 shares; 2024Q4: 24,106 shares; 2025Q1: 19,802 shares; 2025Q2: 220,029 shares 220,029$6.66M0.02%+200,227Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,639 shares; 2024Q4: 63,060 shares; 2025Q1: 76,789 shares; 2025Q2: 69,273 shares 69,273$6.65M0.02%-7,516Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,174 shares; 2024Q4: 88,563 shares; 2025Q1: 95,259 shares; 2025Q2: 90,607 shares 90,607$6.63M0.02%-4,652Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,733 shares; 2024Q4: 86,282 shares; 2025Q1: 83,544 shares; 2025Q2: 81,893 shares 81,893$6.61M0.02%-1,651Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 20,723 shares; 2025Q1: 46,511 shares; 2025Q2: 62,401 shares 62,401$6.59M0.02%+15,890Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 20,316 shares; 2025Q1: 24,087 shares; 2025Q2: 24,743 shares 24,743$6.59M0.02%+656Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,975 shares; 2024Q4: 62,005 shares; 2025Q1: 86,005 shares; 2025Q2: 75,439 shares 75,439$6.58M0.02%-10,566Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,805 shares; 2024Q4: 36,282 shares; 2025Q1: 45,339 shares; 2025Q2: 51,131 shares 51,131$6.57M0.02%+5,792Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 25,973 shares; 2025Q1: 25,672 shares; 2025Q2: 26,946 shares 26,946$6.56M0.02%+1,274Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,449 shares; 2024Q4: 71,031 shares; 2025Q1: 75,219 shares; 2025Q2: 76,073 shares 76,073$6.51M0.02%+854Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: 11,288 shares; 2025Q1: 11,048 shares; 2025Q2: 12,914 shares 12,914$6.48M0.02%+1,866Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,836 shares; 2024Q4: 56,014 shares; 2025Q1: 71,897 shares; 2025Q2: 95,600 shares 95,600$6.43M0.02%+23,703Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,396 shares; 2024Q4: 67,897 shares; 2025Q1: 84,405 shares; 2025Q2: 99,606 shares 99,606$6.41M0.02%+15,201Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,420 shares; 2024Q4: 53,554 shares; 2025Q1: 52,891 shares; 2025Q2: 51,184 shares 51,184$6.36M0.02%-1,707Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 11,599 shares; 2025Q1: 12,375 shares; 2025Q2: 12,270 shares 12,270$6.29M0.02%-105Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,028 shares; 2024Q4: 76,202 shares; 2025Q1: 98,894 shares; 2025Q2: 100,703 shares 100,703$6.28M0.02%+1,809Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,466 shares; 2024Q4: 60,251 shares; 2025Q1: 64,782 shares; 2025Q2: 59,566 shares 59,566$6.28M0.02%-5,216Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,580 shares; 2024Q4: 22,525 shares; 2025Q1: 22,499 shares; 2025Q2: 15,431 shares 15,431$6.26M0.02%-7,068Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,765 shares; 2024Q4: 67,943 shares; 2025Q1: 73,694 shares; 2025Q2: 84,071 shares 84,071$6.25M0.02%+10,377Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,800 shares; 2024Q4: 12,002 shares; 2025Q1: 20,165 shares; 2025Q2: 88,755 shares 88,755$6.25M0.02%+68,590Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,539 shares; 2024Q4: 56,914 shares; 2025Q1: 53,368 shares; 2025Q2: 50,821 shares 50,821$6.23M0.02%-2,547Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,260 shares; 2024Q4: 63,133 shares; 2025Q1: 66,913 shares; 2025Q2: 81,747 shares 81,747$6.19M0.02%+14,834Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,617 shares; 2024Q4: 79,242 shares; 2025Q1: 84,705 shares; 2025Q2: 75,659 shares 75,659$6.18M0.02%-9,046Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,850 shares; 2024Q4: 25,955 shares; 2025Q1: 27,686 shares; 2025Q2: 27,394 shares 27,394$6.16M0.02%-292Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,952 shares; 2024Q4: 9,358 shares; 2025Q1: 8,117 shares; 2025Q2: 8,136 shares 8,136$6.13M0.02%+19Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 6,308 shares; 2025Q1: 13,708 shares; 2025Q2: 15,750 shares 15,750$6.13M0.02%+2,042Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,872 shares; 2024Q4: 142,039 shares; 2025Q1: 166,438 shares; 2025Q2: 141,219 shares 141,219$6.12M0.02%-25,219Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,390 shares; 2024Q4: 26,439 shares; 2025Q1: 27,447 shares; 2025Q2: 31,003 shares 31,003$6.07M0.02%+3,556Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,551 shares; 2024Q4: 33,136 shares; 2025Q1: 69,326 shares; 2025Q2: 62,862 shares 62,862$6.07M0.02%-6,464Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 22,579 shares; 2025Q1: 25,303 shares; 2025Q2: 109,431 shares 109,431$6.06M0.02%+84,128Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,073 shares; 2024Q4: 149,438 shares; 2025Q1: 150,314 shares; 2025Q2: 184,498 shares 184,498$6.05M0.02%+34,184Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,261 shares; 2024Q4: 42,054 shares; 2025Q1: 45,811 shares; 2025Q2: 46,892 shares 46,892$6.05M0.02%+1,081Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,926 shares; 2024Q4: 68,064 shares; 2025Q1: 82,984 shares; 2025Q2: 104,187 shares 104,187$6.03M0.02%+21,203Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,873 shares; 2024Q4: 19,773 shares; 2025Q1: 19,820 shares; 2025Q2: 19,017 shares 19,017$5.92M0.02%-803Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 19,726 shares; 2025Q1: 18,555 shares; 2025Q2: 21,627 shares 21,627$5.91M0.02%+3,072Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,527 shares; 2024Q4: 46,942 shares; 2025Q1: 52,355 shares; 2025Q2: 64,346 shares 64,346$5.86M0.02%+11,991Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 66,635 shares; 2025Q1: 149,891 shares; 2025Q2: 215,359 shares 215,359$5.8M0.01%+65,468Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,436 shares; 2024Q4: 40,702 shares; 2025Q1: 39,621 shares; 2025Q2: 39,378 shares 39,378$5.76M0.01%-243Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,208 shares; 2024Q4: 139,418 shares; 2025Q1: 122,535 shares; 2025Q2: 119,007 shares 119,007$5.66M0.01%-3,528Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,921 shares; 2024Q4: 123,225 shares; 2025Q1: 133,773 shares; 2025Q2: 101,003 shares 101,003$5.65M0.01%-32,770Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,474 shares; 2025Q1: 1,469 shares; 2025Q2: 1,518 shares 1,518$5.64M0.01%+49Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,884 shares; 2024Q4: 62,863 shares; 2025Q1: 62,155 shares; 2025Q2: 60,299 shares 60,299$5.57M0.01%-1,856Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,046 shares; 2024Q4: 62,775 shares; 2025Q1: 78,739 shares; 2025Q2: 88,747 shares 88,747$5.56M0.01%+10,008Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,117 shares; 2025Q1: 133,973 shares; 2025Q2: 87,673 shares 87,673$5.56M0.01%-46,300Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 47,748 shares; 2025Q1: 47,112 shares; 2025Q2: 38,460 shares 38,460$5.55M0.01%-8,652Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,449 shares; 2024Q4: 33,205 shares; 2025Q1: 47,402 shares; 2025Q2: 39,069 shares 39,069$5.54M0.01%-8,333Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,368 shares; 2024Q4: 16,978 shares; 2025Q1: 20,284 shares; 2025Q2: 20,480 shares 20,480$5.48M0.01%+196Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 22,698 shares; 2025Q1: 23,711 shares; 2025Q2: 97,664 shares 97,664$5.48M0.01%+73,953Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,008 shares; 2025Q1: 117,237 shares; 2025Q2: 195,406 shares 195,406$5.37M0.01%+78,169Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 13,568 shares; 2025Q1: 15,993 shares; 2025Q2: 66,408 shares 66,408$5.37M0.01%+50,415Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,815 shares; 2024Q4: 147,943 shares; 2025Q1: 156,989 shares; 2025Q2: 139,873 shares 139,873$5.36M0.01%-17,116Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,407 shares; 2024Q4: 271,373 shares; 2025Q1: 289,826 shares; 2025Q2: 304,537 shares 304,537$5.35M0.01%+14,711Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,564 shares; 2024Q4: 230,505 shares; 2025Q1: 236,929 shares; 2025Q2: 210,212 shares 210,212$5.34M0.01%-26,717Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,068 shares; 2024Q4: 27,145 shares; 2025Q1: 25,134 shares; 2025Q2: 25,445 shares 25,445$5.33M0.01%+311Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,965 shares; 2024Q4: 37,626 shares; 2025Q1: 40,710 shares; 2025Q2: 41,790 shares 41,790$5.3M0.01%+1,080Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,434 shares; 2024Q4: 149,156 shares; 2025Q1: 132,733 shares; 2025Q2: 200,093 shares 200,093$5.3M0.01%+67,360Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,925 shares; 2024Q4: 32,939 shares; 2025Q1: 116,312 shares; 2025Q2: 87,356 shares 87,356$5.28M0.01%-28,956Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,450 shares; 2024Q4: 88,069 shares; 2025Q1: 93,125 shares; 2025Q2: 92,952 shares 92,952$5.24M0.01%-173Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,244 shares; 2024Q4: 74,254 shares; 2025Q1: 88,980 shares; 2025Q2: 93,329 shares 93,329$5.2M0.01%+4,349Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,739 shares; 2025Q1: 12,151 shares; 2025Q2: 12,343 shares 12,343$5.19M0.01%+192Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 11,250 shares; 2025Q1: 45,083 shares; 2025Q2: 79,640 shares 79,640$5.19M0.01%+34,557Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,182 shares; 2024Q4: 26,776 shares; 2025Q1: 28,458 shares; 2025Q2: 27,738 shares 27,738$5.18M0.01%-720Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,149 shares; 2024Q4: 33,946 shares; 2025Q1: 39,508 shares; 2025Q2: 34,834 shares 34,834$5.16M0.01%-4,674Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,133 shares; 2024Q4: 30,755 shares; 2025Q1: 60,525 shares; 2025Q2: 68,963 shares 68,963$5.13M0.01%+8,438Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,638 shares; 2024Q4: 57,884 shares; 2025Q1: 63,699 shares; 2025Q2: 64,599 shares 64,599$5.13M0.01%+900Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,431 shares; 2024Q4: 121,092 shares; 2025Q1: 114,479 shares; 2025Q2: 104,180 shares 104,180$5.13M0.01%-10,299Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,849 shares; 2025Q1: 2,933 shares; 2025Q2: 2,795 shares 2,795$5.11M0.01%-138Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,589 shares; 2024Q4: 18,062 shares; 2025Q1: 20,820 shares; 2025Q2: 18,341 shares 18,341$5.08M0.01%-2,479Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 14,958 shares; 2025Q1: 15,446 shares; 2025Q2: 16,268 shares 16,268$5.07M0.01%+822Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,658 shares; 2024Q4: 36,513 shares; 2025Q1: 42,950 shares; 2025Q2: 39,668 shares 39,668$5.06M0.01%-3,282Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 29,731 shares; 2025Q1: 32,031 shares; 2025Q2: 29,935 shares 29,935$5.05M0.01%-2,096Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,643 shares; 2024Q4: 216,046 shares; 2025Q1: 236,302 shares; 2025Q2: 247,241 shares 247,241$5.04M0.01%+10,939Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,398 shares; 2024Q4: 17,100 shares; 2025Q1: 22,182 shares; 2025Q2: 27,476 shares 27,476$4.99M0.01%+5,294Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,479 shares; 2024Q4: 49,257 shares; 2025Q1: 79,291 shares; 2025Q2: 63,799 shares 63,799$4.94M0.01%-15,492Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,221 shares; 2024Q4: 332,210 shares; 2025Q1: 358,879 shares; 2025Q2: 358,485 shares 358,485$4.93M0.01%-394Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 14,601 shares; 2025Q1: 15,958 shares; 2025Q2: 17,413 shares 17,413$4.91M0.01%+1,455Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,590 shares; 2024Q4: 15,883 shares; 2025Q1: 15,809 shares; 2025Q2: 22,931 shares 22,931$4.84M0.01%+7,122Timeline
ANSYS INC COMANSYS INC COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,781 shares; 2024Q4: 11,412 shares; 2025Q1: 11,207 shares; 2025Q2: 13,735 shares 13,735$4.82M0.01%+2,528
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 35,317 shares; 2025Q1: 50,095 shares; 2025Q2: 52,791 shares 52,791$4.81M0.01%+2,696Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,764 shares; 2024Q4: 20,161 shares; 2025Q1: 21,609 shares; 2025Q2: 41,619 shares 41,619$4.75M0.01%+20,010Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,922 shares; 2024Q4: 42,302 shares; 2025Q1: 71,981 shares; 2025Q2: 65,950 shares 65,950$4.75M0.01%-6,031Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,687 shares; 2024Q4: 44,850 shares; 2025Q1: 49,925 shares; 2025Q2: 51,429 shares 51,429$4.71M0.01%+1,504Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 26,686 shares; 2025Q1: 26,396 shares; 2025Q2: 25,662 shares 25,662$4.64M0.01%-734Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,352 shares; 2024Q4: 58,973 shares; 2025Q1: 49,008 shares; 2025Q2: 41,932 shares 41,932$4.59M0.01%-7,076Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,239 shares; 2024Q4: 12,007 shares; 2025Q1: 14,409 shares; 2025Q2: 14,749 shares 14,749$4.57M0.01%+340Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: not reported; 2025Q1: 23,691 shares; 2025Q2: 43,039 shares 43,039$4.53M0.01%+19,348Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,944 shares; 2024Q4: 21,761 shares; 2025Q1: 21,195 shares; 2025Q2: 24,613 shares 24,613$4.51M0.01%+3,418Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,276 shares; 2024Q4: 94,092 shares; 2025Q1: 109,129 shares; 2025Q2: 111,617 shares 111,617$4.5M0.01%+2,488Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 12,547 shares; 2025Q1: 10,433 shares; 2025Q2: 10,995 shares 10,995$4.49M0.01%+562Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,622 shares; 2024Q4: 63,680 shares; 2025Q1: 65,077 shares; 2025Q2: 79,759 shares 79,759$4.47M0.01%+14,682Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,821 shares; 2024Q4: 32,245 shares; 2025Q1: 43,324 shares; 2025Q2: 90,253 shares 90,253$4.47M0.01%+46,929Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,449 shares; 2025Q1: 10,930 shares; 2025Q2: 15,119 shares 15,119$4.44M0.01%+4,189Timeline
MCHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,423 shares; 2024Q4: 47,935 shares; 2025Q1: 86,074 shares; 2025Q2: 80,479 shares 80,479$4.43M0.01%-5,595Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 36,609 shares; 2025Q1: 38,492 shares; 2025Q2: 55,534 shares 55,534$4.41M0.01%+17,042Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 80,734 shares; 2025Q1: 86,109 shares; 2025Q2: 83,523 shares 83,523$4.41M0.01%-2,586Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,311 shares; 2024Q4: 203,215 shares; 2025Q1: 280,900 shares; 2025Q2: 196,564 shares 196,564$4.4M0.01%-84,336Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,824 shares; 2024Q4: 48,070 shares; 2025Q1: 50,891 shares; 2025Q2: 69,246 shares 69,246$4.37M0.01%+18,355Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,935 shares; 2025Q1: 6,627 shares; 2025Q2: 44,135 shares 44,135$4.37M0.01%+37,508Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,116 shares; 2024Q4: 50,673 shares; 2025Q1: 50,530 shares; 2025Q2: 49,629 shares 49,629$4.36M0.01%-901Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 12,655 shares; 2025Q1: 14,841 shares; 2025Q2: 12,159 shares 12,159$4.34M0.01%-2,682Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 5,911 shares; 2025Q1: 6,719 shares; 2025Q2: 5,928 shares 5,928$4.34M0.01%-791Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,305 shares; 2024Q4: 32,324 shares; 2025Q1: 60,601 shares; 2025Q2: 53,792 shares 53,792$4.31M0.01%-6,809Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,395 shares; 2024Q4: 54,208 shares; 2025Q1: 57,536 shares; 2025Q2: 54,773 shares 54,773$4.27M0.01%-2,763Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,472 shares; 2024Q4: 74,984 shares; 2025Q1: 65,540 shares; 2025Q2: 84,950 shares 84,950$4.27M0.01%+19,410Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 8,478 shares; 2025Q1: 28,722 shares; 2025Q2: 54,926 shares 54,926$4.26M0.01%+26,204Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,653 shares; 2024Q4: 191,429 shares; 2025Q1: 136,992 shares; 2025Q2: 128,492 shares 128,492$4.25M0.01%-8,500Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,389 shares; 2024Q4: 23,480 shares; 2025Q1: 23,281 shares; 2025Q2: 23,450 shares 23,450$4.21M0.01%+169Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 9,574 shares; 2025Q1: 11,353 shares; 2025Q2: 16,956 shares 16,956$4.12M0.01%+5,603Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 9,192 shares; 2025Q1: 10,144 shares; 2025Q2: 15,998 shares 15,998$4.1M0.01%+5,854Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,269 shares; 2024Q4: 25,535 shares; 2025Q1: 24,876 shares; 2025Q2: 38,533 shares 38,533$4.05M0.01%+13,657Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 15,166 shares; 2025Q1: 54,928 shares; 2025Q2: 71,407 shares 71,407$4M0.01%+16,479Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,618 shares; 2024Q4: 41,675 shares; 2025Q1: 47,641 shares; 2025Q2: 52,641 shares 52,641$3.98M0.01%+5,000Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 4,036 shares; 2025Q1: 6,094 shares; 2025Q2: 32,591 shares 32,591$3.95M0.01%+26,497Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,861 shares; 2025Q1: 6,207 shares; 2025Q2: 6,848 shares 6,848$3.95M0.01%+641Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 12,620 shares; 2025Q1: 8,721 shares; 2025Q2: 12,084 shares 12,084$3.94M0.01%+3,363Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,245 shares; 2024Q4: 54,263 shares; 2025Q1: 59,192 shares; 2025Q2: 60,436 shares 60,436$3.9M0.01%+1,244Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,353 shares; 2024Q4: 34,289 shares; 2025Q1: 42,888 shares; 2025Q2: 30,061 shares 30,061$3.89M0.01%-12,827Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,298 shares; 2024Q4: 140,935 shares; 2025Q1: 170,010 shares; 2025Q2: 152,013 shares 152,013$3.85M0.01%-17,997Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,036 shares; 2024Q4: 25,667 shares; 2025Q1: 33,923 shares; 2025Q2: 29,722 shares 29,722$3.8M0.01%-4,201Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,436 shares; 2024Q4: 270,753 shares; 2025Q1: 281,295 shares; 2025Q2: 216,485 shares 216,485$3.79M0.01%-64,810Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,945 shares; 2024Q4: 8,343 shares; 2025Q1: 41,637 shares; 2025Q2: 52,079 shares 52,079$3.78M0.01%+10,442Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,627 shares; 2025Q1: 10,788 shares; 2025Q2: 11,493 shares 11,493$3.76M0.01%+705Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,377 shares; 2024Q4: 19,423 shares; 2025Q1: 24,213 shares; 2025Q2: 24,123 shares 24,123$3.76M0.01%-90Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 6,118 shares; 2025Q1: 6,546 shares; 2025Q2: 7,014 shares 7,014$3.76M0.01%+468Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,362 shares; 2024Q4: 24,410 shares; 2025Q1: 28,475 shares; 2025Q2: 27,696 shares 27,696$3.73M0.01%-779Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,253 shares; 2024Q4: 13,783 shares; 2025Q1: 12,869 shares; 2025Q2: 12,027 shares 12,027$3.69M0.01%-842Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,247 shares; 2024Q4: 109,566 shares; 2025Q1: 118,972 shares; 2025Q2: 130,419 shares 130,419$3.67M0.01%+11,447Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,246 shares; 2024Q4: 16,776 shares; 2025Q1: 23,195 shares; 2025Q2: 66,790 shares 66,790$3.63M0.01%+43,595Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 24,237 shares; 2025Q1: 22,295 shares; 2025Q2: 22,642 shares 22,642$3.62M0.01%+347Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,301 shares 100,301$3.59M0.01%newTimeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,515 shares; 2024Q4: 39,622 shares; 2025Q1: 43,306 shares; 2025Q2: 36,133 shares 36,133$3.58M0.01%-7,173Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,860 shares; 2024Q4: 67,143 shares; 2025Q1: 64,979 shares; 2025Q2: 109,210 shares 109,210$3.56M0.01%+44,231Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,419 shares; 2025Q1: 64,994 shares; 2025Q2: 67,453 shares 67,453$3.56M0.01%+2,459Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,253 shares; 2025Q1: 49,421 shares; 2025Q2: 68,696 shares 68,696$3.55M0.01%+19,275Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 8,042 shares; 2025Q1: 9,380 shares; 2025Q2: 13,630 shares 13,630$3.52M0.01%+4,250Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 24,616 shares; 2025Q1: 25,540 shares; 2025Q2: 27,047 shares 27,047$3.5M0.01%+1,507Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 11,099 shares; 2025Q1: 12,384 shares; 2025Q2: 12,435 shares 12,435$3.48M0.01%+51Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 7,229 shares; 2025Q1: 13,070 shares; 2025Q2: 11,275 shares 11,275$3.48M0.01%-1,795Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 25,049 shares; 2025Q1: 24,247 shares; 2025Q2: 28,881 shares 28,881$3.47M0.01%+4,634Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 20,191 shares; 2025Q1: 12,772 shares; 2025Q2: 15,913 shares 15,913$3.47M0.01%+3,141Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 17,516 shares; 2025Q1: 19,230 shares; 2025Q2: 19,891 shares 19,891$3.46M0.01%+661Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,206 shares; 2024Q4: 30,192 shares; 2025Q1: 34,255 shares; 2025Q2: 38,830 shares 38,830$3.46M0.01%+4,575Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,186 shares; 2024Q4: 89,370 shares; 2025Q1: 104,223 shares; 2025Q2: 149,981 shares 149,981$3.45M0.01%+45,758Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,842 shares; 2024Q4: 25,292 shares; 2025Q1: 54,233 shares; 2025Q2: 162,853 shares 162,853$3.41M0.01%+108,620Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,334 shares; 2024Q4: 380,893 shares; 2025Q1: 391,026 shares; 2025Q2: 381,247 shares 381,247$3.4M0.01%-9,779Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,275 shares; 2025Q1: 4,191 shares; 2025Q2: 4,258 shares 4,258$3.39M0.01%+67Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,932 shares; 2024Q4: 170,060 shares; 2025Q1: 186,789 shares; 2025Q2: 202,293 shares 202,293$3.38M0.01%+15,504Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,712 shares; 2024Q4: 36,209 shares; 2025Q1: 39,032 shares; 2025Q2: 37,509 shares 37,509$3.38M0.01%-1,523Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 26,779 shares; 2025Q1: 29,101 shares; 2025Q2: 27,031 shares 27,031$3.28M0.01%-2,070Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,852 shares; 2024Q4: 38,834 shares; 2025Q1: 33,377 shares; 2025Q2: 37,495 shares 37,495$3.27M0.01%+4,118Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 26,160 shares; 2025Q1: 16,836 shares; 2025Q2: 23,172 shares 23,172$3.25M0.01%+6,336Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,412 shares; 2024Q4: 266,458 shares; 2025Q1: 394,880 shares; 2025Q2: 247,449 shares 247,449$3.24M0.01%-147,431Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,713 shares; 2025Q1: 70,509 shares; 2025Q2: 67,885 shares 67,885$3.24M0.01%-2,624Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 13,805 shares; 2025Q1: 19,507 shares; 2025Q2: 21,804 shares 21,804$3.23M0.01%+2,297Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,724 shares; 2024Q4: 10,085 shares; 2025Q1: 11,211 shares; 2025Q2: 12,350 shares 12,350$3.22M0.01%+1,139Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 6,967 shares; 2025Q1: 6,996 shares; 2025Q2: 7,284 shares 7,284$3.21M0.01%+288Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,145 shares; 2024Q4: 32,512 shares; 2025Q1: 39,036 shares; 2025Q2: 38,232 shares 38,232$3.17M0.01%-804Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 10,302 shares; 2025Q1: 9,752 shares; 2025Q2: 15,485 shares 15,485$3.14M0.01%+5,733Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 12,016 shares; 2025Q1: 12,642 shares; 2025Q2: 13,095 shares 13,095$3.14M0.01%+453Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 43,835 shares; 2025Q1: 100,158 shares; 2025Q2: 106,850 shares 106,850$3.12M0.01%+6,692Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,900 shares; 2024Q4: 19,287 shares; 2025Q1: 20,868 shares; 2025Q2: 23,340 shares 23,340$3.09M0.01%+2,472Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 5,246 shares; 2025Q1: 6,624 shares; 2025Q2: 10,635 shares 10,635$3.07M0.01%+4,011Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,327 shares; 2024Q4: 52,675 shares; 2025Q1: 48,895 shares; 2025Q2: 44,931 shares 44,931$3.05M0.01%-3,964Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 12,266 shares; 2025Q1: 12,180 shares; 2025Q2: 11,314 shares 11,314$3.05M0.01%-866Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,226 shares; 2024Q4: 143,640 shares; 2025Q1: 139,115 shares; 2025Q2: 144,870 shares 144,870$3.05M0.01%+5,755Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 49,195 shares; 2025Q1: 48,159 shares; 2025Q2: 45,111 shares 45,111$3.04M0.01%-3,048Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 4,307 shares; 2025Q1: 5,398 shares; 2025Q2: 5,536 shares 5,536$3.04M0.01%+138Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 11,852 shares; 2025Q1: 10,386 shares; 2025Q2: 12,217 shares 12,217$3.03M0.01%+1,831Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,500 shares; 2024Q4: 67,066 shares; 2025Q1: 65,098 shares; 2025Q2: 68,487 shares 68,487$3M0.01%+3,389Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 61,273 shares; 2025Q1: 74,485 shares; 2025Q2: 73,039 shares 73,039$2.98M0.01%-1,446Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,944 shares; 2024Q4: 35,204 shares; 2025Q1: 49,842 shares; 2025Q2: 36,976 shares 36,976$2.97M0.01%-12,866Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,800 shares; 2024Q4: 47,837 shares; 2025Q1: 58,592 shares; 2025Q2: 56,729 shares 56,729$2.97M0.01%-1,863Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 18,923 shares; 2025Q1: 17,871 shares; 2025Q2: 17,109 shares 17,109$2.96M0.01%-762Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 26,360 shares; 2025Q1: 30,661 shares; 2025Q2: 35,296 shares 35,296$2.94M0.01%+4,635Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 8,159 shares; 2025Q1: 19,941 shares; 2025Q2: 24,115 shares 24,115$2.93M0.01%+4,174Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 15,203 shares; 2025Q1: 14,352 shares; 2025Q2: 12,511 shares 12,511$2.91M0.01%-1,841Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,414 shares; 2024Q4: 41,148 shares; 2025Q1: 42,944 shares; 2025Q2: 45,998 shares 45,998$2.9M0.01%+3,054Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,585 shares; 2024Q4: 19,782 shares; 2025Q1: 18,532 shares; 2025Q2: 21,665 shares 21,665$2.88M0.01%+3,133Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,301 shares; 2024Q4: 22,034 shares; 2025Q1: 17,253 shares; 2025Q2: 18,773 shares 18,773$2.87M0.01%+1,520Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 12,820 shares; 2025Q1: 16,756 shares; 2025Q2: 15,954 shares 15,954$2.87M0.01%-802Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,129 shares; 2024Q4: 28,067 shares; 2025Q1: 33,230 shares; 2025Q2: 47,844 shares 47,844$2.86M0.01%+14,614Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,794 shares; 2024Q4: 41,457 shares; 2025Q1: 49,486 shares; 2025Q2: 54,450 shares 54,450$2.83M0.01%+4,964Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 8,929 shares; 2025Q1: 8,676 shares; 2025Q2: 11,255 shares 11,255$2.82M0.01%+2,579Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,814 shares; 2025Q1: 12,887 shares; 2025Q2: 13,182 shares 13,182$2.79M0.01%+295Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 9,033 shares; 2025Q1: 9,993 shares; 2025Q2: 12,467 shares 12,467$2.79M0.01%+2,474Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,242 shares; 2024Q4: 66,249 shares; 2025Q1: 73,221 shares; 2025Q2: 75,683 shares 75,683$2.78M0.01%+2,462Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 18,615 shares; 2025Q1: 22,708 shares; 2025Q2: 19,021 shares 19,021$2.77M0.01%-3,687Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,065 shares; 2024Q4: 37,609 shares; 2025Q1: 37,713 shares; 2025Q2: 35,093 shares 35,093$2.76M0.01%-2,620Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,669 shares; 2024Q4: 31,190 shares; 2025Q1: 34,709 shares; 2025Q2: 35,771 shares 35,771$2.72M0.01%+1,062Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,229 shares; 2024Q4: 40,271 shares; 2025Q1: 41,027 shares; 2025Q2: 40,184 shares 40,184$2.7M0.01%-843Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
CPBTHE CAMPBELLS COMPANY198,870$7.94Mshares
CAGCONAGRA BRANDS INC259,959$6.93Mshares
DISCOVER FINL SVCSDISCOVER FINL SVCS38,467$6.57Mshares
ENPHENPHASE ENERGY INC56,064$3.48Mshares
WLKWESTLAKE CORPORATION24,498$2.45Mshares
ROCKET LAB USA INCROCKET LAB USA INC101,950$1.82Mshares
CNRGSPDR SERIES TRUST13,005$655Kshares
TFISPDR SERIES TRUST14,353$647Kshares
KDKYNDRYL HLDGS INC15,999$502Kshares
AVTRAVANTOR INC21,347$346Kshares
CORTCORCEPT THERAPEUTICS INC2,532$289Kshares
BMRNBIOMARIN PHARMACEUTICAL INC4,069$288Kshares
BARRICK GOLD CORPBARRICK GOLD CORP14,237$277Kshares
KNSLKINSALE CAP GROUP INC520$253Kshares
ITBISHARES TR2,592$247Kshares
SFYTIDAL TRUST I2,362$241Kshares
SDGISHARES TR3,200$232Kshares
TECHBIO-TECHNE CORP3,933$231Kshares
WSOWATSCO INC445$226Kshares
AGGISHARES TR2,231$221Kshares
IPACISHARES TR3,521$219Kshares
CHKPCHECK POINT SOFTWARE TECH LT961$219Kshares
FLTWFRANKLIN TEMPLETON ETF TR4,752$205Kshares
LYFTLYFT INC12,306$146Kshares
WW INTL INCWW INTL INC27,952$14.6Kshares

How Q2 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-001032 base2025-07-31acceptance time not in the bulk data set