VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,151,563 shares; 2024Q4: 15,626,644 shares; 2025Q1: 15,971,439 shares; 2025Q2: 17,195,561 shares; 2025Q3: 17,862,011 shares; 2025Q4: 18,025,283 shares 18,025,283 $6.04B 13.51% +163,272 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,237,104 shares; 2024Q4: 58,593,050 shares; 2025Q1: 60,371,395 shares; 2025Q2: 56,554,758 shares; 2025Q3: 58,309,968 shares; 2025Q4: 58,685,582 shares 58,685,582 $3.67B 8.19% +375,614 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,625,307 shares; 2024Q4: 107,390,188 shares; 2025Q1: 104,770,919 shares; 2025Q2: 109,691,724 shares; 2025Q3: 109,982,417 shares; 2025Q4: 111,479,482 shares 111,479,482 $2.68B 5.99% +1,497,065 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,914,408 shares; 2024Q4: 38,954,372 shares; 2025Q1: 39,369,561 shares; 2025Q2: 38,349,297 shares; 2025Q3: 37,636,978 shares; 2025Q4: 38,895,734 shares 38,895,734 $2.61B 5.84% +1,258,756 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,150,169 shares; 2024Q4: 44,575,645 shares; 2025Q1: 45,420,074 shares; 2025Q2: 45,479,372 shares; 2025Q3: 47,270,138 shares; 2025Q4: 47,401,085 shares 47,401,085 $2.55B 5.7% +130,947 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823,204 shares; 2024Q4: 6,864,832 shares; 2025Q1: 7,603,273 shares; 2025Q2: 9,089,642 shares; 2025Q3: 9,592,106 shares; 2025Q4: 9,879,191 shares 9,879,191 $2.17B 4.85% +287,085 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330,478 shares; 2024Q4: 9,753,243 shares; 2025Q1: 11,002,156 shares; 2025Q2: 10,566,864 shares; 2025Q3: 10,556,052 shares; 2025Q4: 11,612,076 shares 11,612,076 $1.73B 3.86% +1,056,024 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600,322 shares; 2024Q4: 60,222,952 shares; 2025Q1: 58,426,349 shares; 2025Q2: 56,360,948 shares; 2025Q3: 55,097,987 shares; 2025Q4: 53,564,291 shares 53,564,291 $1.4B 3.14% -1,533,696 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,548,822 shares; 2024Q4: 24,488,697 shares; 2025Q1: 22,920,470 shares; 2025Q2: 20,916,716 shares; 2025Q3: 22,264,110 shares; 2025Q4: 24,153,510 shares 24,153,510 $1.21B 2.71% +1,889,400 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253,899 shares; 2024Q4: 8,273,071 shares; 2025Q1: 9,739,318 shares; 2025Q2: 9,254,116 shares; 2025Q3: 10,119,085 shares; 2025Q4: 10,951,554 shares 10,951,554 $1.21B 2.7% +832,469 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191,238 shares; 2024Q4: 17,335,594 shares; 2025Q1: 16,883,038 shares; 2025Q2: 13,297,049 shares; 2025Q3: 13,302,891 shares; 2025Q4: 13,931,233 shares 13,931,233 $967M 2.16% +628,342 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221,051 shares; 2024Q4: 22,234,248 shares; 2025Q1: 28,220,930 shares; 2025Q2: 31,970,077 shares; 2025Q3: 35,688,247 shares; 2025Q4: 34,533,133 shares 34,533,133 $915M 2.04% -1,155,114 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106,667 shares; 2024Q4: 8,535,038 shares; 2025Q1: 8,561,435 shares; 2025Q2: 8,778,198 shares; 2025Q3: 9,343,853 shares; 2025Q4: 10,039,327 shares 10,039,327 $888M 1.99% +695,474 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812,975 shares; 2024Q4: 3,933,568 shares; 2025Q1: 4,119,257 shares; 2025Q2: 4,154,879 shares; 2025Q3: 4,227,845 shares; 2025Q4: 4,287,362 shares 4,287,362 $800M 1.79% +59,517 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262,802 shares; 2024Q4: 3,447,344 shares; 2025Q1: 3,143,888 shares; 2025Q2: 3,283,604 shares; 2025Q3: 3,409,687 shares; 2025Q4: 3,395,096 shares 3,395,096 $710M 1.59% -14,591 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740,431 shares; 2024Q4: 7,576,579 shares; 2025Q1: 6,712,402 shares; 2025Q2: 5,395,885 shares; 2025Q3: 5,039,020 shares; 2025Q4: 4,900,255 shares 4,900,255 $525M 1.17% -138,765 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,105 shares; 2024Q4: 718,286 shares; 2025Q1: 762,684 shares; 2025Q2: 762,835 shares; 2025Q3: 790,082 shares; 2025Q4: 812,030 shares 812,030 $509M 1.14% +21,948 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,252 shares; 2024Q4: 3,087,461 shares; 2025Q1: 2,876,322 shares; 2025Q2: 4,871,726 shares; 2025Q3: 5,061,712 shares; 2025Q4: 5,510,729 shares 5,510,729 $462M 1.03% +449,017 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,538 shares; 2024Q4: 73,702 shares; 2025Q1: 147,159 shares; 2025Q2: 5,171,896 shares; 2025Q3: 18,905,818 shares; 2025Q4: 18,435,141 shares 18,435,141 $445M 1% -470,677 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,533 shares; 2024Q4: 1,354,939 shares; 2025Q1: 1,443,988 shares; 2025Q2: 1,379,744 shares; 2025Q3: 1,474,557 shares; 2025Q4: 1,576,668 shares 1,576,668 $429M 0.96% +102,111 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,324 shares; 2024Q4: 679,296 shares; 2025Q1: 742,918 shares; 2025Q2: 803,156 shares; 2025Q3: 823,618 shares; 2025Q4: 844,366 shares 844,366 $408M 0.91% +20,748 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486,797 shares; 2024Q4: 1,588,699 shares; 2025Q1: 1,454,851 shares; 2025Q2: 1,467,855 shares; 2025Q3: 1,497,626 shares; 2025Q4: 1,567,975 shares 1,567,975 $404M 0.9% +70,349 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,233 shares; 2024Q4: 2,002,265 shares; 2025Q1: 2,173,670 shares; 2025Q2: 2,342,414 shares; 2025Q3: 2,500,888 shares; 2025Q4: 2,591,308 shares 2,591,308 $386M 0.86% +90,420 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,840,490 shares; 2024Q4: 14,309,642 shares; 2025Q1: 13,924,582 shares; 2025Q2: 13,453,546 shares; 2025Q3: 13,168,861 shares; 2025Q4: 12,887,457 shares 12,887,457 $354M 0.79% -281,404 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 6,827,300 shares; 2025Q1: 8,951,879 shares; 2025Q2: 8,648,197 shares; 2025Q3: 3,958,355 shares; 2025Q4: 5,109,731 shares 5,109,731 $294M 0.66% +1,151,376 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,670 shares; 2024Q4: 983,249 shares; 2025Q1: 1,031,367 shares; 2025Q2: 1,102,444 shares; 2025Q3: 1,145,151 shares; 2025Q4: 1,195,364 shares 1,195,364 $276M 0.62% +50,213 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,750 shares; 2024Q4: 592,590 shares; 2025Q1: 639,880 shares; 2025Q2: 699,842 shares; 2025Q3: 747,609 shares; 2025Q4: 805,215 shares 805,215 $252M 0.56% +57,606 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,768 shares; 2024Q4: 786,089 shares; 2025Q1: 818,812 shares; 2025Q2: 787,211 shares; 2025Q3: 741,764 shares; 2025Q4: 717,802 shares 717,802 $226M 0.5% -23,962 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,961 shares; 2024Q4: 291,256 shares; 2025Q1: 306,416 shares; 2025Q2: 313,777 shares; 2025Q3: 319,431 shares; 2025Q4: 334,651 shares 334,651 $221M 0.49% +15,220 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,202 shares; 2024Q4: 476,609 shares; 2025Q1: 527,067 shares; 2025Q2: 561,447 shares; 2025Q3: 582,654 shares; 2025Q4: 612,521 shares 612,521 $212M 0.47% +29,867 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,274 shares; 2024Q4: 1,444,923 shares; 2025Q1: 1,502,840 shares; 2025Q2: 1,521,923 shares; 2025Q3: 1,497,736 shares; 2025Q4: 1,575,578 shares 1,575,578 $191M 0.43% +77,842 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,914 shares; 2024Q4: 482,220 shares; 2025Q1: 511,515 shares; 2025Q2: 541,033 shares; 2025Q3: 565,657 shares; 2025Q4: 599,071 shares 599,071 $188M 0.42% +33,414 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,582 shares; 2024Q4: 291,942 shares; 2025Q1: 359,448 shares; 2025Q2: 379,262 shares; 2025Q3: 394,126 shares; 2025Q4: 408,545 shares 408,545 $184M 0.41% +14,419 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,718,619 shares 2,718,619 $183M 0.41% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,351 shares; 2024Q4: 757,764 shares; 2025Q1: 718,116 shares; 2025Q2: 746,544 shares; 2025Q3: 732,614 shares; 2025Q4: 3,633,423 shares 3,633,423 $180M 0.4% +2,900,809 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247,678 shares; 2024Q4: 736,011 shares; 2025Q1: 1,534,178 shares; 2025Q2: 1,782,762 shares; 2025Q3: 1,960,677 shares; 2025Q4: 1,617,465 shares 1,617,465 $178M 0.4% -343,212 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,577 shares; 2024Q4: 175,347 shares; 2025Q1: 199,669 shares; 2025Q2: 226,745 shares; 2025Q3: 239,714 shares; 2025Q4: 246,715 shares 246,715 $168M 0.38% +7,001 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394,048 shares; 2024Q4: 5,030,086 shares; 2025Q1: 5,680,720 shares; 2025Q2: 3,355,648 shares; 2025Q3: 4,086,722 shares; 2025Q4: 4,935,059 shares 4,935,059 $152M 0.34% +848,337 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,142 shares; 2024Q4: 1,373,625 shares; 2025Q1: 784,077 shares; 2025Q2: 711,864 shares; 2025Q3: 702,224 shares; 2025Q4: 1,319,398 shares 1,319,398 $132M 0.29% +617,174 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264,944 shares; 2024Q4: 914,878 shares; 2025Q1: 979,919 shares; 2025Q2: 1,522,519 shares; 2025Q3: 1,668,530 shares; 2025Q4: 1,753,658 shares 1,753,658 $130M 0.29% +85,128 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,845 shares; 2024Q4: 104,653 shares; 2025Q1: 111,269 shares; 2025Q2: 105,712 shares; 2025Q3: 110,618 shares; 2025Q4: 115,280 shares 115,280 $124M 0.28% +4,662 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,751 shares; 2024Q4: 1,653,327 shares; 2025Q1: 1,829,550 shares; 2025Q2: 5,159,089 shares; 2025Q3: 4,936,415 shares; 2025Q4: 4,748,728 shares 4,748,728 $121M 0.27% -187,687 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365,957 shares; 2024Q4: 2,260,377 shares; 2025Q1: 2,382,422 shares; 2025Q2: 2,339,804 shares; 2025Q3: 2,630,137 shares; 2025Q4: 2,813,101 shares 2,813,101 $121M 0.27% +182,964 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,402 shares; 2024Q4: 1,126,828 shares; 2025Q1: 1,121,344 shares; 2025Q2: 1,121,283 shares; 2025Q3: 1,169,041 shares; 2025Q4: 1,247,288 shares 1,247,288 $119M 0.27% +78,247 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,416 shares; 2024Q4: 289,162 shares; 2025Q1: 317,991 shares; 2025Q2: 351,484 shares; 2025Q3: 357,899 shares; 2025Q4: 359,778 shares 359,778 $116M 0.26% +1,879 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,465 shares; 2024Q4: 172,816 shares; 2025Q1: 186,745 shares; 2025Q2: 207,382 shares; 2025Q3: 226,865 shares; 2025Q4: 184,756 shares 184,756 $113M 0.25% -42,109 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853,049 shares; 2024Q4: 2,533,952 shares; 2025Q1: 2,495,656 shares; 2025Q2: 2,420,944 shares; 2025Q3: 2,497,409 shares; 2025Q4: 2,568,072 shares 2,568,072 $113M 0.25% +70,663 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297,756 shares; 2024Q4: 1,234,552 shares; 2025Q1: 1,234,488 shares; 2025Q2: 1,214,495 shares; 2025Q3: 1,223,195 shares; 2025Q4: 2,454,566 shares 2,454,566 $110M 0.25% +1,231,371 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,708 shares; 2024Q4: 976,529 shares; 2025Q1: 908,019 shares; 2025Q2: 882,562 shares; 2025Q3: 852,877 shares; 2025Q4: 835,630 shares 835,630 $105M 0.24% -17,247 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,742 shares; 2024Q4: 168,732 shares; 2025Q1: 212,041 shares; 2025Q2: 197,995 shares; 2025Q3: 201,861 shares; 2025Q4: 206,973 shares 206,973 $104M 0.23% +5,112 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422,908 shares; 2024Q4: 3,755,864 shares; 2025Q1: 3,916,163 shares; 2025Q2: 3,584,777 shares; 2025Q3: 3,787,747 shares; 2025Q4: 4,077,325 shares 4,077,325 $99.4M 0.22% +289,578 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,609 shares; 2024Q4: 504,580 shares; 2025Q1: 505,516 shares; 2025Q2: 544,835 shares; 2025Q3: 552,907 shares; 2025Q4: 550,941 shares 550,941 $97.9M 0.22% -1,966 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,464,435 shares; 2024Q4: 2,966,834 shares; 2025Q1: 3,267,659 shares; 2025Q2: 3,479,826 shares; 2025Q3: 3,366,784 shares; 2025Q4: 3,661,594 shares 3,661,594 $92.7M 0.21% +294,810 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,095 shares; 2024Q4: 154,654 shares; 2025Q1: 271,811 shares; 2025Q2: 474,431 shares; 2025Q3: 501,698 shares; 2025Q4: 875,760 shares 875,760 $87.9M 0.2% +374,062 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390,402 shares; 2024Q4: 2,381,201 shares; 2025Q1: 2,613,753 shares; 2025Q2: 3,040,474 shares; 2025Q3: 3,313,443 shares; 2025Q4: 3,688,991 shares 3,688,991 $86.3M 0.19% +375,548 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 71,750 shares; 2025Q1: 73,179 shares; 2025Q2: 75,517 shares; 2025Q3: 76,424 shares; 2025Q4: 765,569 shares 765,569 $71.8M 0.16% +689,145 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,327 shares; 2024Q4: 158,941 shares; 2025Q1: 252,068 shares; 2025Q2: 286,462 shares; 2025Q3: 314,087 shares; 2025Q4: 327,542 shares 327,542 $67.8M 0.15% +13,455 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,916 shares; 2024Q4: 163,638 shares; 2025Q1: 184,082 shares; 2025Q2: 193,822 shares; 2025Q3: 191,969 shares; 2025Q4: 191,300 shares 191,300 $67.1M 0.15% -669 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,495 shares; 2024Q4: 492,787 shares; 2025Q1: 515,381 shares; 2025Q2: 556,694 shares; 2025Q3: 571,956 shares; 2025Q4: 590,793 shares 590,793 $65.8M 0.15% +18,837 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,931 shares; 2024Q4: 247,105 shares; 2025Q1: 263,796 shares; 2025Q2: 266,489 shares; 2025Q3: 273,232 shares; 2025Q4: 295,098 shares 295,098 $63.2M 0.14% +21,866 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,393 shares; 2024Q4: 632,120 shares; 2025Q1: 705,032 shares; 2025Q2: 651,222 shares; 2025Q3: 647,842 shares; 2025Q4: 688,825 shares 688,825 $63M 0.14% +40,983 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543,953 shares; 2024Q4: 1,238,065 shares; 2025Q1: 1,120,066 shares; 2025Q2: 878,644 shares; 2025Q3: 805,718 shares; 2025Q4: 747,145 shares 747,145 $61.9M 0.14% -58,573 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,038 shares; 2024Q4: 93,301 shares; 2025Q1: 97,226 shares; 2025Q2: 101,850 shares; 2025Q3: 105,484 shares; 2025Q4: 106,673 shares 106,673 $60.9M 0.14% +1,189 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,368 shares; 2024Q4: 420,379 shares; 2025Q1: 472,087 shares; 2025Q2: 436,231 shares; 2025Q3: 430,572 shares; 2025Q4: 463,041 shares 463,041 $55.7M 0.12% +32,469 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,752 shares; 2024Q4: 517,899 shares; 2025Q1: 708,008 shares; 2025Q2: 671,585 shares; 2025Q3: 777,231 shares; 2025Q4: 1,116,501 shares 1,116,501 $55.4M 0.12% +339,270 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,852 shares; 2024Q4: 30,739 shares; 2025Q1: 38,380 shares; 2025Q2: 48,347 shares; 2025Q3: 67,482 shares; 2025Q4: 212,010 shares 212,010 $53.6M 0.12% +144,528 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,908 shares; 2024Q4: 1,121,579 shares; 2025Q1: 1,283,228 shares; 2025Q2: 1,225,670 shares; 2025Q3: 1,376,561 shares; 2025Q4: 1,404,133 shares 1,404,133 $52.5M 0.12% +27,572 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,785 shares; 2024Q4: 803,727 shares; 2025Q1: 849,869 shares; 2025Q2: 908,003 shares; 2025Q3: 915,619 shares; 2025Q4: 935,801 shares 935,801 $51.5M 0.12% +20,182 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,080 shares; 2024Q4: 81,103 shares; 2025Q1: 108,926 shares; 2025Q2: 123,080 shares; 2025Q3: 163,591 shares; 2025Q4: 129,639 shares 129,639 $51.4M 0.11% -33,952 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,136 shares; 2024Q4: 85,858 shares; 2025Q1: 91,090 shares; 2025Q2: 97,415 shares; 2025Q3: 103,454 shares; 2025Q4: 105,173 shares 105,173 $51.3M 0.11% +1,719 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,033 shares; 2024Q4: 1,467,439 shares; 2025Q1: 1,327,710 shares; 2025Q2: 1,344,361 shares; 2025Q3: 1,381,205 shares; 2025Q4: 1,404,283 shares 1,404,283 $50.8M 0.11% +23,078 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,049 shares; 2024Q4: 54,679 shares; 2025Q1: 59,235 shares; 2025Q2: 61,908 shares; 2025Q3: 58,059 shares; 2025Q4: 58,322 shares 58,322 $50.3M 0.11% +263 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,851 shares; 2024Q4: 135,422 shares; 2025Q1: 154,390 shares; 2025Q2: 151,836 shares; 2025Q3: 154,003 shares; 2025Q4: 154,824 shares 154,824 $47.7M 0.11% +821 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,120 shares; 2024Q4: 1,043,153 shares; 2025Q1: 1,064,323 shares; 2025Q2: 1,146,590 shares; 2025Q3: 1,103,643 shares; 2025Q4: 1,234,940 shares 1,234,940 $45.5M 0.1% +131,297 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 41,226 shares; 2025Q1: 44,331 shares; 2025Q2: 47,901 shares; 2025Q3: 48,681 shares; 2025Q4: 49,726 shares 49,726 $43.7M 0.1% +1,045 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,261 shares; 2024Q4: 117,974 shares; 2025Q1: 126,610 shares; 2025Q2: 116,441 shares; 2025Q3: 113,071 shares; 2025Q4: 115,305 shares 115,305 $43.1M 0.1% +2,234 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,517 shares; 2024Q4: 179,581 shares; 2025Q1: 183,216 shares; 2025Q2: 195,453 shares; 2025Q3: 213,450 shares; 2025Q4: 216,643 shares 216,643 $42.2M 0.09% +3,193 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,489 shares; 2024Q4: 149,097 shares; 2025Q1: 160,823 shares; 2025Q2: 160,555 shares; 2025Q3: 175,400 shares; 2025Q4: 180,003 shares 180,003 $41.1M 0.09% +4,603 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,312 shares; 2024Q4: 350,955 shares; 2025Q1: 381,486 shares; 2025Q2: 415,503 shares; 2025Q3: 429,018 shares; 2025Q4: 437,932 shares 437,932 $40.8M 0.09% +8,914 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,360 shares; 2024Q4: 61,122 shares; 2025Q1: 63,502 shares; 2025Q2: 64,699 shares; 2025Q3: 66,260 shares; 2025Q4: 70,350 shares 70,350 $40.3M 0.09% +4,090 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,607 shares; 2024Q4: 109,419 shares; 2025Q1: 109,716 shares; 2025Q2: 108,811 shares; 2025Q3: 119,136 shares; 2025Q4: 116,346 shares 116,346 $40M 0.09% -2,790 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,578 shares; 2024Q4: 104,885 shares; 2025Q1: 122,029 shares; 2025Q2: 129,255 shares; 2025Q3: 125,746 shares; 2025Q4: 130,666 shares 130,666 $38.7M 0.09% +4,920 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,164 shares; 2024Q4: 183,744 shares; 2025Q1: 234,724 shares; 2025Q2: 296,909 shares; 2025Q3: 394,007 shares; 2025Q4: 487,630 shares 487,630 $36.8M 0.08% +93,623 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,549 shares; 2024Q4: 216,929 shares; 2025Q1: 226,574 shares; 2025Q2: 217,747 shares; 2025Q3: 250,813 shares; 2025Q4: 245,869 shares 245,869 $35.2M 0.08% -4,944 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149,789 shares; 2024Q4: 1,253,954 shares; 2025Q1: 1,309,658 shares; 2025Q2: 1,344,583 shares; 2025Q3: 1,411,031 shares; 2025Q4: 1,401,599 shares 1,401,599 $34.8M 0.08% -9,432 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,150 shares; 2024Q4: 110,149 shares; 2025Q1: 109,091 shares; 2025Q2: 149,398 shares; 2025Q3: 210,309 shares; 2025Q4: 241,210 shares 241,210 $34.6M 0.08% +30,901 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,643 shares; 2024Q4: 90,016 shares; 2025Q1: 108,405 shares; 2025Q2: 86,907 shares; 2025Q3: 95,396 shares; 2025Q4: 120,295 shares 120,295 $34.3M 0.08% +24,899 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,540 shares; 2024Q4: 83,310 shares; 2025Q1: 74,900 shares; 2025Q2: 87,077 shares; 2025Q3: 91,510 shares; 2025Q4: 93,804 shares 93,804 $33.8M 0.08% +2,294 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,696 shares; 2024Q4: 69,201 shares; 2025Q1: 67,148 shares; 2025Q2: 81,058 shares; 2025Q3: 83,170 shares; 2025Q4: 87,504 shares 87,504 $32.4M 0.07% +4,334 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,687 shares; 2024Q4: 287,440 shares; 2025Q1: 370,325 shares; 2025Q2: 369,599 shares; 2025Q3: 374,768 shares; 2025Q4: 417,912 shares 417,912 $32.2M 0.07% +43,144 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,168 shares; 2024Q4: 109,651 shares; 2025Q1: 99,722 shares; 2025Q2: 108,376 shares; 2025Q3: 114,708 shares; 2025Q4: 223,279 shares 223,279 $32.1M 0.07% +108,571 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,328 shares; 2024Q4: 77,269 shares; 2025Q1: 81,508 shares; 2025Q2: 62,646 shares; 2025Q3: 90,587 shares; 2025Q4: 96,224 shares 96,224 $31.8M 0.07% +5,637 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,159 shares; 2024Q4: 321,699 shares; 2025Q1: 363,272 shares; 2025Q2: 394,485 shares; 2025Q3: 359,640 shares; 2025Q4: 451,752 shares 451,752 $31.6M 0.07% +92,112 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,951 shares; 2024Q4: 70,704 shares; 2025Q1: 77,823 shares; 2025Q2: 138,061 shares; 2025Q3: 135,581 shares; 2025Q4: 152,578 shares 152,578 $31.4M 0.07% +16,997 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,213 shares; 2024Q4: 157,468 shares; 2025Q1: 195,304 shares; 2025Q2: 210,530 shares; 2025Q3: 210,582 shares; 2025Q4: 193,143 shares 193,143 $31M 0.07% -17,439 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,036 shares; 2024Q4: 146,593 shares; 2025Q1: 175,905 shares; 2025Q2: 156,316 shares; 2025Q3: 212,860 shares; 2025Q4: 203,130 shares 203,130 $31M 0.07% -9,730 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,813 shares; 2024Q4: 378,178 shares; 2025Q1: 418,947 shares; 2025Q2: 355,667 shares; 2025Q3: 349,620 shares; 2025Q4: 393,184 shares 393,184 $30.6M 0.07% +43,564 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,837 shares; 2025Q3: 21,340 shares; 2025Q4: 353,855 shares 353,855 $30.2M 0.07% +332,515 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,263 shares; 2024Q4: 38,653 shares; 2025Q1: 43,226 shares; 2025Q2: 42,502 shares; 2025Q3: 42,462 shares; 2025Q4: 44,345 shares 44,345 $29.4M 0.07% +1,883 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,094 shares; 2024Q4: 975,156 shares; 2025Q1: 832,250 shares; 2025Q2: 818,660 shares; 2025Q3: 797,834 shares; 2025Q4: 823,773 shares 823,773 $29.3M 0.07% +25,939 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,970 shares; 2024Q4: 166,643 shares; 2025Q1: 213,912 shares; 2025Q2: 248,854 shares; 2025Q3: 235,844 shares; 2025Q4: 238,068 shares 238,068 $29.2M 0.07% +2,224 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,526 shares; 2024Q4: 123,236 shares; 2025Q1: 127,843 shares; 2025Q2: 151,699 shares; 2025Q3: 157,575 shares; 2025Q4: 162,960 shares 162,960 $28.9M 0.06% +5,385 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,013 shares; 2024Q4: 112,256 shares; 2025Q1: 110,789 shares; 2025Q2: 102,713 shares; 2025Q3: 99,269 shares; 2025Q4: 112,472 shares 112,472 $28.9M 0.06% +13,203 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,922 shares; 2024Q4: 100,524 shares; 2025Q1: 106,221 shares; 2025Q2: 100,049 shares; 2025Q3: 100,976 shares; 2025Q4: 107,848 shares 107,848 $28.6M 0.06% +6,872 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,593 shares; 2024Q4: 148,690 shares; 2025Q1: 156,865 shares; 2025Q2: 163,814 shares; 2025Q3: 171,820 shares; 2025Q4: 182,221 shares 182,221 $28M 0.06% +10,401 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,956 shares; 2024Q4: 70,010 shares; 2025Q1: 77,622 shares; 2025Q2: 67,493 shares; 2025Q3: 72,999 shares; 2025Q4: 89,558 shares 89,558 $27.4M 0.06% +16,559 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,107 shares; 2024Q4: 255,359 shares; 2025Q1: 361,198 shares; 2025Q2: 405,132 shares; 2025Q3: 517,741 shares; 2025Q4: 485,671 shares 485,671 $27.1M 0.06% -32,070 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,139 shares; 2024Q4: 244,880 shares; 2025Q1: 161,179 shares; 2025Q2: 177,442 shares; 2025Q3: 210,569 shares; 2025Q4: 257,244 shares 257,244 $27.1M 0.06% +46,675 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,109 shares; 2024Q4: 50,544 shares; 2025Q1: 66,065 shares; 2025Q2: 57,376 shares; 2025Q3: 70,233 shares; 2025Q4: 82,287 shares 82,287 $26.9M 0.06% +12,054 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,139 shares; 2024Q4: 43,916 shares; 2025Q1: 44,686 shares; 2025Q2: 46,167 shares; 2025Q3: 40,076 shares; 2025Q4: 46,256 shares 46,256 $26.2M 0.06% +6,180 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,048 shares; 2024Q4: 58,168 shares; 2025Q1: 61,462 shares; 2025Q2: 59,714 shares; 2025Q3: 59,795 shares; 2025Q4: 63,067 shares 63,067 $26M 0.06% +3,272 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,430 shares; 2024Q4: 39,688 shares; 2025Q1: 42,853 shares; 2025Q2: 106,098 shares; 2025Q3: 107,582 shares; 2025Q4: 107,129 shares 107,129 $26M 0.06% -453 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,760 shares; 2025Q1: 138,391 shares; 2025Q2: 120,036 shares; 2025Q3: 128,132 shares; 2025Q4: 151,372 shares 151,372 $25.9M 0.06% +23,240 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 19,012 shares; 2025Q1: 22,130 shares; 2025Q2: 24,530 shares; 2025Q3: 33,272 shares; 2025Q4: 37,516 shares 37,516 $25.3M 0.06% +4,244 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,907 shares; 2024Q4: 104,641 shares; 2025Q1: 124,646 shares; 2025Q2: 114,898 shares; 2025Q3: 123,150 shares; 2025Q4: 137,733 shares 137,733 $25.3M 0.06% +14,583 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,494 shares; 2024Q4: 491,906 shares; 2025Q1: 517,283 shares; 2025Q2: 532,247 shares; 2025Q3: 610,238 shares; 2025Q4: 619,264 shares 619,264 $25.2M 0.06% +9,026 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,194 shares; 2024Q4: 227,804 shares; 2025Q1: 280,621 shares; 2025Q2: 306,330 shares; 2025Q3: 315,665 shares; 2025Q4: 307,483 shares 307,483 $25.1M 0.06% -8,182 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,697 shares; 2024Q4: 150,894 shares; 2025Q1: 176,653 shares; 2025Q2: 185,641 shares; 2025Q3: 198,066 shares; 2025Q4: 208,067 shares 208,067 $24.3M 0.05% +10,001 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,310 shares; 2024Q4: 442,362 shares; 2025Q1: 422,635 shares; 2025Q2: 396,907 shares; 2025Q3: 373,430 shares; 2025Q4: 354,702 shares 354,702 $24.2M 0.05% -18,728 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,961 shares; 2024Q4: 30,341 shares; 2025Q1: 31,060 shares; 2025Q2: 24,957 shares; 2025Q3: 28,207 shares; 2025Q4: 31,594 shares 31,594 $23.8M 0.05% +3,387 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,991 shares; 2024Q4: 24,548 shares; 2025Q1: 25,676 shares; 2025Q2: 33,113 shares; 2025Q3: 34,468 shares; 2025Q4: 36,428 shares 36,428 $23.8M 0.05% +1,960 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,169 shares; 2024Q4: 133,618 shares; 2025Q1: 143,756 shares; 2025Q2: 154,864 shares; 2025Q3: 160,672 shares; 2025Q4: 168,240 shares 168,240 $22.7M 0.05% +7,568 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,147 shares; 2025Q1: 17,844 shares; 2025Q2: 20,020 shares; 2025Q3: 20,469 shares; 2025Q4: 20,582 shares 20,582 $22M 0.05% +113 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,162 shares; 2024Q4: 26,312 shares; 2025Q1: 26,359 shares; 2025Q2: 30,138 shares; 2025Q3: 29,414 shares; 2025Q4: 142,290 shares 142,290 $21.8M 0.05% +112,876 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 18,397 shares; 2025Q1: 25,470 shares; 2025Q2: 27,286 shares; 2025Q3: 25,557 shares; 2025Q4: 26,463 shares 26,463 $21.7M 0.05% +906 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,695 shares; 2024Q4: 34,020 shares; 2025Q1: 38,336 shares; 2025Q2: 40,727 shares; 2025Q3: 40,068 shares; 2025Q4: 41,421 shares 41,421 $21.6M 0.05% +1,353 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819,616 shares; 2024Q4: 2,852,238 shares; 2025Q1: 2,372,507 shares; 2025Q2: 2,260,119 shares; 2025Q3: 2,152,276 shares; 2025Q4: 218,955 shares 218,955 $21.1M 0.05% -1,933,321 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 11,071 shares; 2025Q1: 13,900 shares; 2025Q2: 14,955 shares; 2025Q3: 15,459 shares; 2025Q4: 17,155 shares 17,155 $20.8M 0.05% +1,696 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,514 shares; 2024Q4: 96,833 shares; 2025Q1: 114,061 shares; 2025Q2: 112,954 shares; 2025Q3: 110,901 shares; 2025Q4: 121,828 shares 121,828 $20.8M 0.05% +10,927 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,937 shares; 2024Q4: 45,776 shares; 2025Q1: 51,854 shares; 2025Q2: 52,410 shares; 2025Q3: 53,323 shares; 2025Q4: 48,162 shares 48,162 $20.5M 0.05% -5,161 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,073 shares; 2024Q4: 149,438 shares; 2025Q1: 150,314 shares; 2025Q2: 184,498 shares; 2025Q3: 253,414 shares; 2025Q4: 318,763 shares 318,763 $20.5M 0.05% +65,349 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,884 shares; 2024Q4: 138,803 shares; 2025Q1: 161,769 shares; 2025Q2: 181,000 shares; 2025Q3: 163,459 shares; 2025Q4: 163,796 shares 163,796 $20.5M 0.05% +337 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,861 shares; 2024Q4: 76,438 shares; 2025Q1: 79,656 shares; 2025Q2: 72,456 shares; 2025Q3: 78,082 shares; 2025Q4: 84,627 shares 84,627 $20.4M 0.05% +6,545 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,131 shares; 2024Q4: 234,443 shares; 2025Q1: 726,053 shares; 2025Q2: 598,735 shares; 2025Q3: 670,513 shares; 2025Q4: 705,951 shares 705,951 $20.3M 0.05% +35,438 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,200 shares; 2024Q4: 41,019 shares; 2025Q1: 46,932 shares; 2025Q2: 43,918 shares; 2025Q3: 37,373 shares; 2025Q4: 43,169 shares 43,169 $19.6M 0.04% +5,796 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,518 shares; 2025Q1: 141,392 shares; 2025Q2: 135,906 shares; 2025Q3: 141,131 shares; 2025Q4: 149,091 shares 149,091 $19.5M 0.04% +7,960 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,834 shares; 2024Q4: 163,354 shares; 2025Q1: 727,542 shares; 2025Q2: 651,867 shares; 2025Q3: 553,137 shares; 2025Q4: 861,138 shares 861,138 $19.3M 0.04% +308,001 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,720 shares; 2024Q4: 44,809 shares; 2025Q1: 48,403 shares; 2025Q2: 48,461 shares; 2025Q3: 48,753 shares; 2025Q4: 55,179 shares 55,179 $19.3M 0.04% +6,426 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,913 shares; 2024Q4: 249,605 shares; 2025Q1: 365,783 shares; 2025Q2: 350,738 shares; 2025Q3: 333,414 shares; 2025Q4: 355,118 shares 355,118 $19.2M 0.04% +21,704 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,663 shares; 2024Q4: 115,533 shares; 2025Q1: 123,238 shares; 2025Q2: 158,457 shares; 2025Q3: 207,417 shares; 2025Q4: 241,222 shares 241,222 $19.1M 0.04% +33,805 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,467 shares; 2024Q4: 50,859 shares; 2025Q1: 91,185 shares; 2025Q2: 109,124 shares; 2025Q3: 123,937 shares; 2025Q4: 134,831 shares 134,831 $19M 0.04% +10,894 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,905 shares; 2024Q4: 84,593 shares; 2025Q1: 89,450 shares; 2025Q2: 89,148 shares; 2025Q3: 89,498 shares; 2025Q4: 89,917 shares 89,917 $18.4M 0.04% +419 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,602 shares; 2024Q4: 103,086 shares; 2025Q1: 132,966 shares; 2025Q2: 125,548 shares; 2025Q3: 138,315 shares; 2025Q4: 153,842 shares 153,842 $18M 0.04% +15,527 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,267 shares; 2024Q4: 154,433 shares; 2025Q1: 182,641 shares; 2025Q2: 190,060 shares; 2025Q3: 180,454 shares; 2025Q4: 195,835 shares 195,835 $17.9M 0.04% +15,381 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,404 shares; 2024Q4: 42,191 shares; 2025Q1: 132,162 shares; 2025Q2: 148,901 shares; 2025Q3: 155,966 shares; 2025Q4: 158,090 shares 158,090 $17.9M 0.04% +2,124 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,086 shares; 2024Q4: 45,477 shares; 2025Q1: 51,895 shares; 2025Q2: 60,819 shares; 2025Q3: 59,084 shares; 2025Q4: 64,907 shares 64,907 $17.7M 0.04% +5,823 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,973 shares; 2024Q4: 81,532 shares; 2025Q1: 83,654 shares; 2025Q2: 84,069 shares; 2025Q3: 79,599 shares; 2025Q4: 76,630 shares 76,630 $17.5M 0.04% -2,969 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,679 shares; 2024Q4: 54,248 shares; 2025Q1: 53,442 shares; 2025Q2: 61,064 shares; 2025Q3: 50,025 shares; 2025Q4: 65,007 shares 65,007 $17.4M 0.04% +14,982 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,939 shares; 2024Q4: 65,101 shares; 2025Q1: 69,991 shares; 2025Q2: 73,069 shares; 2025Q3: 73,462 shares; 2025Q4: 76,737 shares 76,737 $17.4M 0.04% +3,275 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,057 shares; 2024Q4: 46,054 shares; 2025Q1: 50,994 shares; 2025Q2: 55,233 shares; 2025Q3: 55,730 shares; 2025Q4: 54,230 shares 54,230 $17.3M 0.04% -1,500 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,623 shares; 2024Q4: 106,055 shares; 2025Q1: 137,427 shares; 2025Q2: 168,248 shares; 2025Q3: 184,221 shares; 2025Q4: 172,371 shares 172,371 $17.2M 0.04% -11,850 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,013 shares; 2024Q4: 53,504 shares; 2025Q1: 79,979 shares; 2025Q2: 88,936 shares; 2025Q3: 88,659 shares; 2025Q4: 97,961 shares 97,961 $17.2M 0.04% +9,302 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,417 shares; 2024Q4: 702,562 shares; 2025Q1: 709,020 shares; 2025Q2: 619,451 shares; 2025Q3: 579,364 shares; 2025Q4: 689,826 shares 689,826 $17.2M 0.04% +110,462 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,150 shares; 2024Q4: 153,630 shares; 2025Q1: 214,689 shares; 2025Q2: 273,244 shares; 2025Q3: 266,838 shares; 2025Q4: 293,227 shares 293,227 $17M 0.04% +26,389 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,824 shares; 2024Q4: 45,809 shares; 2025Q1: 51,118 shares; 2025Q2: 78,812 shares; 2025Q3: 85,874 shares; 2025Q4: 78,461 shares 78,461 $17M 0.04% -7,413 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,314 shares; 2024Q4: 206,926 shares; 2025Q1: 240,093 shares; 2025Q2: 289,173 shares; 2025Q3: 304,810 shares; 2025Q4: 292,598 shares 292,598 $16.9M 0.04% -12,212 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,665 shares; 2024Q4: 115,806 shares; 2025Q1: 216,373 shares; 2025Q2: 195,494 shares; 2025Q3: 187,884 shares; 2025Q4: 212,301 shares 212,301 $16.8M 0.04% +24,417 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,389 shares; 2024Q4: 33,396 shares; 2025Q1: 29,370 shares; 2025Q2: 30,826 shares; 2025Q3: 37,324 shares; 2025Q4: 49,538 shares 49,538 $16.7M 0.04% +12,214 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,034 shares; 2024Q4: 191,900 shares; 2025Q1: 201,292 shares; 2025Q2: 200,238 shares; 2025Q3: 193,602 shares; 2025Q4: 178,346 shares 178,346 $16.7M 0.04% -15,256 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,588 shares; 2024Q4: 202,259 shares; 2025Q1: 211,992 shares; 2025Q2: 187,425 shares; 2025Q3: 190,454 shares; 2025Q4: 205,858 shares 205,858 $16.5M 0.04% +15,404 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,311 shares; 2024Q4: 203,215 shares; 2025Q1: 280,900 shares; 2025Q2: 196,564 shares; 2025Q3: 269,805 shares; 2025Q4: 443,265 shares 443,265 $16.4M 0.04% +173,460 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,947 shares; 2024Q4: 24,106 shares; 2025Q1: 19,802 shares; 2025Q2: 220,029 shares; 2025Q3: 456,666 shares; 2025Q4: 689,641 shares 689,641 $16.3M 0.04% +232,975 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,580 shares; 2024Q4: 22,525 shares; 2025Q1: 22,499 shares; 2025Q2: 15,431 shares; 2025Q3: 22,385 shares; 2025Q4: 28,123 shares 28,123 $16.3M 0.04% +5,738 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,261 shares; 2024Q4: 42,054 shares; 2025Q1: 45,811 shares; 2025Q2: 46,892 shares; 2025Q3: 89,311 shares; 2025Q4: 159,034 shares 159,034 $16M 0.04% +69,723 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,318 shares; 2024Q4: 142,293 shares; 2025Q1: 218,921 shares; 2025Q2: 247,482 shares; 2025Q3: 256,298 shares; 2025Q4: 281,477 shares 281,477 $15.9M 0.04% +25,179 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,982 shares; 2024Q4: 138,605 shares; 2025Q1: 114,023 shares; 2025Q2: 333,309 shares; 2025Q3: 282,365 shares; 2025Q4: 333,915 shares 333,915 $15.5M 0.03% +51,550 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,315 shares; 2024Q4: 92,768 shares; 2025Q1: 94,152 shares; 2025Q2: 99,425 shares; 2025Q3: 97,583 shares; 2025Q4: 95,332 shares 95,332 $15.5M 0.03% -2,251 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 6,308 shares; 2025Q1: 13,708 shares; 2025Q2: 15,750 shares; 2025Q3: 35,042 shares; 2025Q4: 44,072 shares 44,072 $15.4M 0.03% +9,030 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,532 shares; 2024Q4: 29,985 shares; 2025Q1: 33,340 shares; 2025Q2: 36,933 shares; 2025Q3: 38,186 shares; 2025Q4: 43,726 shares 43,726 $15.4M 0.03% +5,540 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,899 shares; 2024Q4: 62,136 shares; 2025Q1: 59,605 shares; 2025Q2: 71,936 shares; 2025Q3: 73,969 shares; 2025Q4: 80,847 shares 80,847 $15.4M 0.03% +6,878 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,620 shares; 2024Q4: 46,302 shares; 2025Q1: 55,700 shares; 2025Q2: 61,290 shares; 2025Q3: 77,935 shares; 2025Q4: 82,248 shares 82,248 $15.3M 0.03% +4,313 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,497 shares; 2024Q4: 43,106 shares; 2025Q1: 46,133 shares; 2025Q2: 49,104 shares; 2025Q3: 46,028 shares; 2025Q4: 48,801 shares 48,801 $15.2M 0.03% +2,773 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 547,088 shares; 2025Q1: 165,862 shares; 2025Q2: 554,701 shares; 2025Q3: 595,234 shares; 2025Q4: 781,227 shares 781,227 $15.1M 0.03% +185,993 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,092 shares; 2024Q4: 55,778 shares; 2025Q1: 135,719 shares; 2025Q2: 179,286 shares; 2025Q3: 156,725 shares; 2025Q4: 168,983 shares 168,983 $15M 0.03% +12,258 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,689 shares; 2024Q4: 67,836 shares; 2025Q1: 67,640 shares; 2025Q2: 66,671 shares; 2025Q3: 69,024 shares; 2025Q4: 66,005 shares 66,005 $14.9M 0.03% -3,019 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,532 shares; 2024Q4: 77,806 shares; 2025Q1: 81,189 shares; 2025Q2: 74,737 shares; 2025Q3: 71,053 shares; 2025Q4: 76,417 shares 76,417 $14.9M 0.03% +5,364 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,596 shares; 2024Q4: 248,379 shares; 2025Q1: 312,513 shares; 2025Q2: 297,888 shares; 2025Q3: 281,225 shares; 2025Q4: 279,015 shares 279,015 $14.9M 0.03% -2,210 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,267 shares; 2024Q4: 100,619 shares; 2025Q1: 119,326 shares; 2025Q2: 122,792 shares; 2025Q3: 125,830 shares; 2025Q4: 148,873 shares 148,873 $14.9M 0.03% +23,043 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,659 shares; 2024Q4: 65,324 shares; 2025Q1: 303,504 shares; 2025Q2: 325,630 shares; 2025Q3: 346,055 shares; 2025Q4: 337,385 shares 337,385 $14.7M 0.03% -8,670 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,486 shares; 2024Q4: 47,494 shares; 2025Q1: 72,478 shares; 2025Q2: 63,385 shares; 2025Q3: 83,473 shares; 2025Q4: 113,893 shares 113,893 $14.5M 0.03% +30,420 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,276 shares; 2024Q4: 60,791 shares; 2025Q1: 59,475 shares; 2025Q2: 65,912 shares; 2025Q3: 73,003 shares; 2025Q4: 78,135 shares 78,135 $14.5M 0.03% +5,132 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,545 shares; 2024Q4: 133,543 shares; 2025Q1: 158,505 shares; 2025Q2: 165,089 shares; 2025Q3: 172,092 shares; 2025Q4: 164,689 shares 164,689 $14.4M 0.03% -7,403 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 7,970 shares; 2025Q1: 8,316 shares; 2025Q2: 136,945 shares; 2025Q3: 148,093 shares; 2025Q4: 157,120 shares 157,120 $14.3M 0.03% +9,027 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,999 shares; 2024Q4: 115,817 shares; 2025Q1: 119,115 shares; 2025Q2: 143,743 shares; 2025Q3: 140,642 shares; 2025Q4: 124,788 shares 124,788 $14.2M 0.03% -15,854 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,228 shares; 2024Q4: 96,097 shares; 2025Q1: 146,679 shares; 2025Q2: 141,842 shares; 2025Q3: 129,719 shares; 2025Q4: 142,786 shares 142,786 $14.2M 0.03% +13,067 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,921 shares; 2025Q1: 12,336 shares; 2025Q2: 13,433 shares; 2025Q3: 14,331 shares; 2025Q4: 16,126 shares 16,126 $14.2M 0.03% +1,795 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 14,354 shares; 2025Q1: 17,442 shares; 2025Q2: 21,444 shares; 2025Q3: 21,840 shares; 2025Q4: 30,303 shares 30,303 $14.1M 0.03% +8,463 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,329 shares; 2024Q4: 43,692 shares; 2025Q1: 45,837 shares; 2025Q2: 48,053 shares; 2025Q3: 45,199 shares; 2025Q4: 54,615 shares 54,615 $14M 0.03% +9,416 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,729 shares; 2024Q4: 34,464 shares; 2025Q1: 36,700 shares; 2025Q2: 37,037 shares; 2025Q3: 40,860 shares; 2025Q4: 39,709 shares 39,709 $14M 0.03% -1,151 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,440 shares; 2024Q4: 163,320 shares; 2025Q1: 165,619 shares; 2025Q2: 155,149 shares; 2025Q3: 154,518 shares; 2025Q4: 150,140 shares 150,140 $13.9M 0.03% -4,378 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,339 shares; 2024Q4: 48,650 shares; 2025Q1: 50,476 shares; 2025Q2: 43,286 shares; 2025Q3: 47,343 shares; 2025Q4: 50,947 shares 50,947 $13.8M 0.03% +3,604 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,738 shares; 2024Q4: 52,073 shares; 2025Q1: 55,395 shares; 2025Q2: 57,093 shares; 2025Q3: 57,924 shares; 2025Q4: 62,886 shares 62,886 $13.8M 0.03% +4,962 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,849 shares; 2024Q4: 283,672 shares; 2025Q1: 241,257 shares; 2025Q2: 243,411 shares; 2025Q3: 242,600 shares; 2025Q4: 234,965 shares 234,965 $13.8M 0.03% -7,635 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 23,712 shares; 2025Q1: 30,603 shares; 2025Q2: 34,085 shares; 2025Q3: 28,566 shares; 2025Q4: 29,536 shares 29,536 $13.8M 0.03% +970 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,209 shares; 2024Q4: 75,895 shares; 2025Q1: 82,433 shares; 2025Q2: 72,493 shares; 2025Q3: 70,926 shares; 2025Q4: 79,094 shares 79,094 $13.7M 0.03% +8,168 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 45,686 shares; 2025Q1: 99,396 shares; 2025Q2: 106,953 shares; 2025Q3: 115,893 shares; 2025Q4: 118,183 shares 118,183 $13.6M 0.03% +2,290 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,261 shares; 2024Q4: 53,858 shares; 2025Q1: 58,503 shares; 2025Q2: 51,813 shares; 2025Q3: 40,844 shares; 2025Q4: 59,363 shares 59,363 $13.6M 0.03% +18,519 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 8,910 shares; 2025Q1: 17,662 shares; 2025Q2: 105,896 shares; 2025Q3: 110,918 shares; 2025Q4: 102,190 shares 102,190 $13.6M 0.03% -8,728 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,246 shares; 2024Q4: 16,776 shares; 2025Q1: 23,195 shares; 2025Q2: 66,790 shares; 2025Q3: 273,177 shares; 2025Q4: 326,941 shares 326,941 $13.5M 0.03% +53,764 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,794 shares; 2024Q4: 72,197 shares; 2025Q1: 76,369 shares; 2025Q2: 83,801 shares; 2025Q3: 83,417 shares; 2025Q4: 82,207 shares 82,207 $13.4M 0.03% -1,210 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 15,852 shares; 2025Q1: 22,833 shares; 2025Q2: 29,267 shares; 2025Q3: 30,507 shares; 2025Q4: 47,661 shares 47,661 $13.1M 0.03% +17,154 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,957 shares; 2024Q4: 78,603 shares; 2025Q1: 83,435 shares; 2025Q2: 92,132 shares; 2025Q3: 90,014 shares; 2025Q4: 90,248 shares 90,248 $13M 0.03% +234 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,156 shares; 2024Q4: 55,145 shares; 2025Q1: 65,423 shares; 2025Q2: 61,111 shares; 2025Q3: 53,991 shares; 2025Q4: 56,192 shares 56,192 $13M 0.03% +2,201 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,872 shares; 2024Q4: 58,903 shares; 2025Q1: 60,226 shares; 2025Q2: 59,306 shares; 2025Q3: 60,948 shares; 2025Q4: 63,532 shares 63,532 $12.9M 0.03% +2,584 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 19,303 shares; 2025Q1: 21,449 shares; 2025Q2: 25,144 shares; 2025Q3: 25,977 shares; 2025Q4: 27,237 shares 27,237 $12.8M 0.03% +1,260 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 34,480 shares; 2025Q1: 36,970 shares; 2025Q2: 38,829 shares; 2025Q3: 43,747 shares; 2025Q4: 50,282 shares 50,282 $12.4M 0.03% +6,535 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,893 shares; 2024Q4: 205,155 shares; 2025Q1: 218,625 shares; 2025Q2: 219,944 shares; 2025Q3: 204,170 shares; 2025Q4: 205,970 shares 205,970 $12.4M 0.03% +1,800 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 15,696 shares; 2025Q1: 15,692 shares; 2025Q2: 15,517 shares; 2025Q3: 17,942 shares; 2025Q4: 21,692 shares 21,692 $12.4M 0.03% +3,750 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,603 shares; 2024Q4: 239,433 shares; 2025Q1: 267,594 shares; 2025Q2: 281,181 shares; 2025Q3: 288,626 shares; 2025Q4: 285,747 shares 285,747 $12.4M 0.03% -2,879 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,255 shares; 2024Q4: 52,011 shares; 2025Q1: 55,899 shares; 2025Q2: 59,831 shares; 2025Q3: 66,910 shares; 2025Q4: 66,974 shares 66,974 $12.3M 0.03% +64 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 11,706 shares; 2025Q1: 41,446 shares; 2025Q2: 72,778 shares; 2025Q3: 76,172 shares; 2025Q4: 94,385 shares 94,385 $12.3M 0.03% +18,213 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 47,748 shares; 2025Q1: 47,112 shares; 2025Q2: 38,460 shares; 2025Q3: 41,581 shares; 2025Q4: 44,451 shares 44,451 $12.2M 0.03% +2,870 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,656 shares; 2024Q4: 330,484 shares; 2025Q1: 327,626 shares; 2025Q2: 336,138 shares; 2025Q3: 318,948 shares; 2025Q4: 296,368 shares 296,368 $12.2M 0.03% -22,580 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,265 shares; 2024Q4: 151,019 shares; 2025Q1: 172,030 shares; 2025Q2: 171,626 shares; 2025Q3: 168,211 shares; 2025Q4: 173,398 shares 173,398 $12.1M 0.03% +5,187 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,338 shares; 2024Q4: 68,365 shares; 2025Q1: 75,865 shares; 2025Q2: 70,414 shares; 2025Q3: 73,599 shares; 2025Q4: 75,638 shares 75,638 $12.1M 0.03% +2,039 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,253 shares; 2024Q4: 29,115 shares; 2025Q1: 45,231 shares; 2025Q2: 32,306 shares; 2025Q3: 35,017 shares; 2025Q4: 40,158 shares 40,158 $12.1M 0.03% +5,141 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,780 shares; 2024Q4: 114,118 shares; 2025Q1: 141,193 shares; 2025Q2: 148,095 shares; 2025Q3: 146,506 shares; 2025Q4: 126,284 shares 126,284 $12M 0.03% -20,222 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,570 shares; 2024Q4: 110,582 shares; 2025Q1: 231,622 shares; 2025Q2: 231,708 shares; 2025Q3: 175,282 shares; 2025Q4: 177,872 shares 177,872 $12M 0.03% +2,590 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,091 shares; 2024Q4: 370,126 shares; 2025Q1: 452,222 shares; 2025Q2: 476,060 shares; 2025Q3: 460,086 shares; 2025Q4: 441,486 shares 441,486 $12M 0.03% -18,600 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 55,555 shares; 2025Q1: 57,042 shares; 2025Q2: 56,510 shares; 2025Q3: 55,447 shares; 2025Q4: 56,317 shares 56,317 $11.9M 0.03% +870 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,822 shares; 2024Q4: 182,798 shares; 2025Q1: 222,228 shares; 2025Q2: 253,236 shares; 2025Q3: 242,093 shares; 2025Q4: 241,880 shares 241,880 $11.9M 0.03% -213 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,236 shares; 2024Q4: 78,446 shares; 2025Q1: 72,384 shares; 2025Q2: 93,430 shares; 2025Q3: 93,818 shares; 2025Q4: 108,578 shares 108,578 $11.9M 0.03% +14,760 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,700 shares; 2024Q4: 138,838 shares; 2025Q1: 150,618 shares; 2025Q2: 142,499 shares; 2025Q3: 150,859 shares; 2025Q4: 153,177 shares 153,177 $11.8M 0.03% +2,318 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,095 shares; 2024Q4: 55,104 shares; 2025Q1: 54,019 shares; 2025Q2: 55,245 shares; 2025Q3: 53,284 shares; 2025Q4: 57,299 shares 57,299 $11.8M 0.03% +4,015 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,326 shares; 2024Q4: 72,545 shares; 2025Q1: 73,302 shares; 2025Q2: 57,489 shares; 2025Q3: 70,345 shares; 2025Q4: 76,047 shares 76,047 $11.7M 0.03% +5,702 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,268 shares; 2024Q4: 173,129 shares; 2025Q1: 170,238 shares; 2025Q2: 179,334 shares; 2025Q3: 198,467 shares; 2025Q4: 204,290 shares 204,290 $11.7M 0.03% +5,823 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,816 shares; 2024Q4: 90,833 shares; 2025Q1: 77,120 shares; 2025Q2: 126,504 shares; 2025Q3: 188,026 shares; 2025Q4: 216,823 shares 216,823 $11.7M 0.03% +28,797 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,631 shares; 2024Q4: 27,055 shares; 2025Q1: 28,129 shares; 2025Q2: 49,807 shares; 2025Q3: 57,071 shares; 2025Q4: 63,936 shares 63,936 $11.6M 0.03% +6,865 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 13,537 shares; 2025Q1: 18,303 shares; 2025Q2: 21,151 shares; 2025Q3: 23,472 shares; 2025Q4: 27,360 shares 27,360 $11.5M 0.03% +3,888 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,947 shares; 2024Q4: 534,820 shares; 2025Q1: 669,604 shares; 2025Q2: 723,853 shares; 2025Q3: 760,725 shares; 2025Q4: 876,784 shares 876,784 $11.5M 0.03% +116,059 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 6,118 shares; 2025Q1: 6,546 shares; 2025Q2: 7,014 shares; 2025Q3: 9,477 shares; 2025Q4: 16,915 shares 16,915 $11.4M 0.03% +7,438 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,389 shares; 2024Q4: 75,912 shares; 2025Q1: 81,799 shares; 2025Q2: 87,200 shares; 2025Q3: 94,536 shares; 2025Q4: 98,358 shares 98,358 $11.4M 0.03% +3,822 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,487 shares; 2024Q4: 214,983 shares; 2025Q1: 187,611 shares; 2025Q2: 199,479 shares; 2025Q3: 197,448 shares; 2025Q4: 194,773 shares 194,773 $11.4M 0.03% -2,675 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,528 shares; 2024Q4: 76,171 shares; 2025Q1: 99,805 shares; 2025Q2: 98,757 shares; 2025Q3: 107,796 shares; 2025Q4: 100,722 shares 100,722 $11.3M 0.03% -7,074 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,430 shares; 2024Q4: 89,683 shares; 2025Q1: 94,533 shares; 2025Q2: 98,023 shares; 2025Q3: 96,465 shares; 2025Q4: 95,614 shares 95,614 $11.2M 0.03% -851 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,872 shares; 2024Q4: 75,297 shares; 2025Q1: 147,515 shares; 2025Q2: 142,118 shares; 2025Q3: 150,492 shares; 2025Q4: 154,153 shares 154,153 $11.2M 0.02% +3,661 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 26,100 shares; 2025Q1: 24,627 shares; 2025Q2: 24,850 shares; 2025Q3: 24,245 shares; 2025Q4: 22,999 shares 22,999 $11.1M 0.02% -1,246 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,113 shares; 2024Q4: 66,290 shares; 2025Q1: 60,153 shares; 2025Q2: 52,257 shares; 2025Q3: 52,167 shares; 2025Q4: 53,205 shares 53,205 $11.1M 0.02% +1,038 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 29,049 shares; 2025Q1: 27,726 shares; 2025Q2: 27,946 shares; 2025Q3: 28,087 shares; 2025Q4: 28,105 shares 28,105 $10.9M 0.02% +18 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,813 shares; 2024Q4: 58,048 shares; 2025Q1: 65,591 shares; 2025Q2: 69,614 shares; 2025Q3: 70,571 shares; 2025Q4: 67,230 shares 67,230 $10.8M 0.02% -3,341 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,227 shares; 2024Q4: 76,489 shares; 2025Q1: 80,221 shares; 2025Q2: 76,455 shares; 2025Q3: 70,758 shares; 2025Q4: 71,974 shares 71,974 $10.8M 0.02% +1,216 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 36,353 shares; 2025Q1: 48,351 shares; 2025Q2: 83,202 shares; 2025Q3: 98,676 shares; 2025Q4: 108,523 shares 108,523 $10.8M 0.02% +9,847 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,485 shares; 2024Q4: 69,151 shares; 2025Q1: 81,393 shares; 2025Q2: 113,245 shares; 2025Q3: 116,146 shares; 2025Q4: 101,687 shares 101,687 $10.7M 0.02% -14,459 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,358 shares; 2024Q4: 416,203 shares; 2025Q1: 432,927 shares; 2025Q2: 430,633 shares; 2025Q3: 401,450 shares; 2025Q4: 389,497 shares 389,497 $10.7M 0.02% -11,953 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,222 shares; 2024Q4: 30,214 shares; 2025Q1: 35,911 shares; 2025Q2: 37,383 shares; 2025Q3: 39,191 shares; 2025Q4: 38,222 shares 38,222 $10.7M 0.02% -969 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,601 shares; 2024Q4: 126,567 shares; 2025Q1: 128,778 shares; 2025Q2: 150,560 shares; 2025Q3: 146,425 shares; 2025Q4: 169,004 shares 169,004 $10.6M 0.02% +22,579 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,836 shares; 2024Q4: 56,014 shares; 2025Q1: 71,897 shares; 2025Q2: 95,600 shares; 2025Q3: 110,136 shares; 2025Q4: 142,739 shares 142,739 $10.5M 0.02% +32,603 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: 11,288 shares; 2025Q1: 11,048 shares; 2025Q2: 12,914 shares; 2025Q3: 16,687 shares; 2025Q4: 20,469 shares 20,469 $10.5M 0.02% +3,782 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,472 shares; 2024Q4: 90,008 shares; 2025Q1: 109,022 shares; 2025Q2: 121,186 shares; 2025Q3: 126,889 shares; 2025Q4: 124,860 shares 124,860 $10.4M 0.02% -2,029 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 19,823 shares; 2025Q1: 22,199 shares; 2025Q2: 23,332 shares; 2025Q3: 24,202 shares; 2025Q4: 24,541 shares 24,541 $10.4M 0.02% +339 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,858 shares; 2024Q4: 138,035 shares; 2025Q1: 140,296 shares; 2025Q2: 115,655 shares; 2025Q3: 140,568 shares; 2025Q4: 138,963 shares 138,963 $10.3M 0.02% -1,605 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,413 shares; 2024Q4: 23,828 shares; 2025Q1: 28,840 shares; 2025Q2: 33,527 shares; 2025Q3: 36,723 shares; 2025Q4: 40,501 shares 40,501 $10.2M 0.02% +3,778 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,431 shares; 2024Q4: 121,092 shares; 2025Q1: 114,479 shares; 2025Q2: 104,180 shares; 2025Q3: 111,036 shares; 2025Q4: 124,758 shares 124,758 $10.1M 0.02% +13,722 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 19,726 shares; 2025Q1: 18,555 shares; 2025Q2: 21,627 shares; 2025Q3: 26,334 shares; 2025Q4: 32,087 shares 32,087 $9.95M 0.02% +5,753 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,397 shares; 2024Q4: 136,959 shares; 2025Q1: 92,171 shares; 2025Q2: 105,965 shares; 2025Q3: 76,126 shares; 2025Q4: 114,043 shares 114,043 $9.94M 0.02% +37,917 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,246 shares; 2024Q4: 108,421 shares; 2025Q1: 146,585 shares; 2025Q2: 140,063 shares; 2025Q3: 140,346 shares; 2025Q4: 143,124 shares 143,124 $9.93M 0.02% +2,778 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 13,415 shares; 2025Q1: 35,980 shares; 2025Q2: 48,055 shares; 2025Q3: 38,368 shares; 2025Q4: 57,098 shares 57,098 $9.91M 0.02% +18,730 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,798 shares; 2024Q4: 85,807 shares; 2025Q1: 186,846 shares; 2025Q2: 171,207 shares; 2025Q3: 202,162 shares; 2025Q4: 217,663 shares 217,663 $9.74M 0.02% +15,501 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,209 shares; 2024Q4: 59,730 shares; 2025Q1: 65,722 shares; 2025Q2: 60,602 shares; 2025Q3: 59,230 shares; 2025Q4: 52,498 shares 52,498 $9.74M 0.02% -6,732 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,621 shares; 2024Q4: 90,656 shares; 2025Q1: 90,571 shares; 2025Q2: 100,285 shares; 2025Q3: 111,097 shares; 2025Q4: 115,880 shares 115,880 $9.72M 0.02% +4,783 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,983 shares; 2024Q4: 22,896 shares; 2025Q1: 24,662 shares; 2025Q2: 24,519 shares; 2025Q3: 30,927 shares; 2025Q4: 29,520 shares 29,520 $9.57M 0.02% -1,407 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,970 shares; 2024Q4: 170,184 shares; 2025Q1: 207,203 shares; 2025Q2: 214,543 shares; 2025Q3: 242,081 shares; 2025Q4: 259,746 shares 259,746 $9.41M 0.02% +17,665 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,305 shares; 2024Q4: 32,324 shares; 2025Q1: 60,601 shares; 2025Q2: 53,792 shares; 2025Q3: 76,576 shares; 2025Q4: 104,352 shares 104,352 $9.39M 0.02% +27,776 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,805 shares; 2024Q4: 36,282 shares; 2025Q1: 45,339 shares; 2025Q2: 51,131 shares; 2025Q3: 54,259 shares; 2025Q4: 57,358 shares 57,358 $9.29M 0.02% +3,099 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 22,771 shares; 2025Q1: 25,981 shares; 2025Q2: 26,502 shares; 2025Q3: 28,259 shares; 2025Q4: 29,631 shares 29,631 $9.26M 0.02% +1,372 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,286 shares; 2024Q4: 569,812 shares; 2025Q1: 555,929 shares; 2025Q2: 625,920 shares; 2025Q3: 583,598 shares; 2025Q4: 531,322 shares 531,322 $9.22M 0.02% -52,276 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,912 shares; 2025Q1: 6,531 shares; 2025Q2: 6,890 shares; 2025Q3: 6,299 shares; 2025Q4: 6,869 shares 6,869 $9.13M 0.02% +570 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,883 shares; 2024Q4: 82,761 shares; 2025Q1: 93,009 shares; 2025Q2: 90,960 shares; 2025Q3: 78,733 shares; 2025Q4: 80,779 shares 80,779 $9.12M 0.02% +2,046 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,957 shares; 2024Q4: 45,369 shares; 2025Q1: 49,492 shares; 2025Q2: 73,273 shares; 2025Q3: 71,331 shares; 2025Q4: 70,521 shares 70,521 $9.1M 0.02% -810 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,461 shares; 2024Q4: 332,447 shares; 2025Q1: 298,292 shares; 2025Q2: 279,272 shares; 2025Q3: 251,886 shares; 2025Q4: 248,083 shares 248,083 $9.09M 0.02% -3,803 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,298 shares; 2024Q4: 72,547 shares; 2025Q1: 74,749 shares; 2025Q2: 60,986 shares; 2025Q3: 60,524 shares; 2025Q4: 64,314 shares 64,314 $9.08M 0.02% +3,790 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,110 shares; 2024Q4: 25,444 shares; 2025Q1: 23,442 shares; 2025Q2: 24,594 shares; 2025Q3: 25,830 shares; 2025Q4: 26,893 shares 26,893 $9.05M 0.02% +1,063 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 11,599 shares; 2025Q1: 12,375 shares; 2025Q2: 12,270 shares; 2025Q3: 14,983 shares; 2025Q4: 19,252 shares 19,252 $9.04M 0.02% +4,269 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 8,802 shares; 2025Q1: 8,741 shares; 2025Q2: 8,932 shares; 2025Q3: 9,551 shares; 2025Q4: 8,932 shares 8,932 $9.01M 0.02% -619 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,393 shares; 2025Q1: 1,391 shares; 2025Q2: 1,636 shares; 2025Q3: 1,685 shares; 2025Q4: 1,672 shares 1,672 $8.95M 0.02% -13 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,962 shares; 2024Q4: 285,674 shares; 2025Q1: 279,208 shares; 2025Q2: 199,705 shares; 2025Q3: 192,157 shares; 2025Q4: 188,755 shares 188,755 $8.84M 0.02% -3,402 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 41,896 shares; 2025Q1: 44,558 shares; 2025Q2: 46,716 shares; 2025Q3: 44,951 shares; 2025Q4: 46,446 shares 46,446 $8.74M 0.02% +1,495 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,975 shares; 2024Q4: 62,005 shares; 2025Q1: 86,005 shares; 2025Q2: 75,439 shares; 2025Q3: 86,543 shares; 2025Q4: 90,815 shares 90,815 $8.72M 0.02% +4,272 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,545 shares; 2024Q4: 38,743 shares; 2025Q1: 51,043 shares; 2025Q2: 53,941 shares; 2025Q3: 51,365 shares; 2025Q4: 53,119 shares 53,119 $8.6M 0.02% +1,754 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,986 shares; 2024Q4: 42,066 shares; 2025Q1: 51,420 shares; 2025Q2: 67,897 shares; 2025Q3: 67,247 shares; 2025Q4: 66,462 shares 66,462 $8.57M 0.02% -785 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 20,316 shares; 2025Q1: 24,087 shares; 2025Q2: 24,743 shares; 2025Q3: 27,072 shares; 2025Q4: 29,682 shares 29,682 $8.53M 0.02% +2,610 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,862 shares; 2024Q4: 21,422 shares; 2025Q1: 23,759 shares; 2025Q2: 25,007 shares; 2025Q3: 28,914 shares; 2025Q4: 31,918 shares 31,918 $8.38M 0.02% +3,004 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,402 shares; 2024Q4: 29,866 shares; 2025Q1: 31,505 shares; 2025Q2: 32,177 shares; 2025Q3: 34,023 shares; 2025Q4: 32,367 shares 32,367 $8.38M 0.02% -1,656 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,351 shares; 2024Q4: 53,319 shares; 2025Q1: 55,035 shares; 2025Q2: 53,624 shares; 2025Q3: 54,319 shares; 2025Q4: 63,105 shares 63,105 $8.38M 0.02% +8,786 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 5,334 shares; 2025Q1: 40,792 shares; 2025Q2: 52,538 shares; 2025Q3: 40,836 shares; 2025Q4: 43,282 shares 43,282 $8.37M 0.02% +2,446 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,975 shares; 2024Q4: 693,127 shares; 2025Q1: 679,805 shares; 2025Q2: 403,870 shares; 2025Q3: 400,762 shares; 2025Q4: 405,496 shares 405,496 $8.37M 0.02% +4,734 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,935 shares; 2025Q1: 6,627 shares; 2025Q2: 44,135 shares; 2025Q3: 39,418 shares; 2025Q4: 67,697 shares 67,697 $8.33M 0.02% +28,279 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,700 shares; 2024Q4: 196,543 shares; 2025Q1: 232,856 shares; 2025Q2: 206,597 shares; 2025Q3: 231,471 shares; 2025Q4: 236,699 shares 236,699 $8.29M 0.02% +5,228 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 14,963 shares; 2025Q1: 15,517 shares; 2025Q2: 36,125 shares; 2025Q3: 26,464 shares; 2025Q4: 28,459 shares 28,459 $8.22M 0.02% +1,995 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,301 shares; 2025Q3: 100,677 shares; 2025Q4: 117,662 shares 117,662 $8.21M 0.02% +16,985 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,279 shares; 2024Q4: 39,551 shares; 2025Q1: 38,933 shares; 2025Q2: 46,278 shares; 2025Q3: 44,220 shares; 2025Q4: 40,629 shares 40,629 $8.19M 0.02% -3,591 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,081 shares; 2024Q4: 43,432 shares; 2025Q1: 47,328 shares; 2025Q2: 49,683 shares; 2025Q3: 50,960 shares; 2025Q4: 62,729 shares 62,729 $8.17M 0.02% +11,769 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 29,731 shares; 2025Q1: 32,031 shares; 2025Q2: 29,935 shares; 2025Q3: 33,285 shares; 2025Q4: 35,733 shares 35,733 $8.13M 0.02% +2,448 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,819 shares; 2024Q4: 230,391 shares; 2025Q1: 250,092 shares; 2025Q2: 204,139 shares; 2025Q3: 206,051 shares; 2025Q4: 210,666 shares 210,666 $8.09M 0.02% +4,615 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 22,579 shares; 2025Q1: 25,303 shares; 2025Q2: 109,431 shares; 2025Q3: 124,957 shares; 2025Q4: 125,251 shares 125,251 $8.05M 0.02% +294 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,534 shares; 2024Q4: 37,656 shares; 2025Q1: 39,131 shares; 2025Q2: 36,749 shares; 2025Q3: 40,046 shares; 2025Q4: 38,546 shares 38,546 $8.02M 0.02% -1,500 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 20,723 shares; 2025Q1: 46,511 shares; 2025Q2: 62,401 shares; 2025Q3: 65,286 shares; 2025Q4: 66,455 shares 66,455 $7.96M 0.02% +1,169 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,794 shares; 2024Q4: 41,457 shares; 2025Q1: 49,486 shares; 2025Q2: 54,450 shares; 2025Q3: 80,036 shares; 2025Q4: 90,676 shares 90,676 $7.78M 0.02% +10,640 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,850 shares; 2024Q4: 25,955 shares; 2025Q1: 27,686 shares; 2025Q2: 27,394 shares; 2025Q3: 31,098 shares; 2025Q4: 30,712 shares 30,712 $7.71M 0.02% -386 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,770 shares; 2025Q1: 10,547 shares; 2025Q2: 9,836 shares; 2025Q3: 9,319 shares; 2025Q4: 26,833 shares 26,833 $7.71M 0.02% +17,514 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,575 shares; 2024Q4: 84,308 shares; 2025Q1: 93,536 shares; 2025Q2: 192,192 shares; 2025Q3: 195,690 shares; 2025Q4: 191,382 shares 191,382 $7.68M 0.02% -4,308 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,806 shares; 2024Q4: 30,140 shares; 2025Q1: 41,975 shares; 2025Q2: 131,200 shares; 2025Q3: 130,160 shares; 2025Q4: 131,956 shares 131,956 $7.59M 0.02% +1,796 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,104 shares; 2024Q4: 11,748 shares; 2025Q1: 12,658 shares; 2025Q2: 14,062 shares; 2025Q3: 13,944 shares; 2025Q4: 15,466 shares 15,466 $7.58M 0.02% +1,522 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,046 shares; 2024Q4: 62,775 shares; 2025Q1: 78,739 shares; 2025Q2: 88,747 shares; 2025Q3: 87,768 shares; 2025Q4: 98,746 shares 98,746 $7.57M 0.02% +10,978 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,872 shares; 2024Q4: 142,039 shares; 2025Q1: 166,438 shares; 2025Q2: 141,219 shares; 2025Q3: 125,716 shares; 2025Q4: 148,071 shares 148,071 $7.52M 0.02% +22,355 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,050 shares; 2024Q4: 206,829 shares; 2025Q1: 228,957 shares; 2025Q2: 247,184 shares; 2025Q3: 247,777 shares; 2025Q4: 261,778 shares 261,778 $7.36M 0.02% +14,001 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,527 shares; 2024Q4: 46,942 shares; 2025Q1: 52,355 shares; 2025Q2: 64,346 shares; 2025Q3: 72,069 shares; 2025Q4: 72,066 shares 72,066 $7.35M 0.02% -3 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 43,341 shares; 2025Q1: 54,000 shares; 2025Q2: 54,081 shares; 2025Q3: 54,743 shares; 2025Q4: 57,599 shares 57,599 $7.34M 0.02% +2,856 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,597 shares; 2024Q4: 57,747 shares; 2025Q1: 70,481 shares; 2025Q2: 71,527 shares; 2025Q3: 85,576 shares; 2025Q4: 92,415 shares 92,415 $7.34M 0.02% +6,839 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,746 shares; 2024Q4: 47,716 shares; 2025Q1: 45,421 shares; 2025Q2: 48,256 shares; 2025Q3: 48,220 shares; 2025Q4: 47,175 shares 47,175 $7.3M 0.02% -1,045 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 12,620 shares; 2025Q1: 8,721 shares; 2025Q2: 12,084 shares; 2025Q3: 13,420 shares; 2025Q4: 18,254 shares 18,254 $7.26M 0.02% +4,834 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,884 shares; 2024Q4: 62,863 shares; 2025Q1: 62,155 shares; 2025Q2: 60,299 shares; 2025Q3: 65,496 shares; 2025Q4: 68,859 shares 68,859 $7.23M 0.02% +3,363 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,658 shares; 2024Q4: 36,513 shares; 2025Q1: 42,950 shares; 2025Q2: 39,668 shares; 2025Q3: 34,106 shares; 2025Q4: 39,703 shares 39,703 $7.15M 0.02% +5,597 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,707 shares; 2024Q4: 691,502 shares; 2025Q1: 633,652 shares; 2025Q2: 665,432 shares; 2025Q3: 640,790 shares; 2025Q4: 339,329 shares 339,329 $7.09M 0.02% -301,461 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,639 shares; 2024Q4: 63,060 shares; 2025Q1: 76,789 shares; 2025Q2: 69,273 shares; 2025Q3: 67,751 shares; 2025Q4: 70,985 shares 70,985 $7.09M 0.02% +3,234 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,390 shares; 2024Q4: 26,439 shares; 2025Q1: 27,447 shares; 2025Q2: 31,003 shares; 2025Q3: 35,264 shares; 2025Q4: 35,938 shares 35,938 $7.09M 0.02% +674 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 14,958 shares; 2025Q1: 15,446 shares; 2025Q2: 16,268 shares; 2025Q3: 23,371 shares; 2025Q4: 31,593 shares 31,593 $7.07M 0.02% +8,222 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,466 shares; 2024Q4: 60,251 shares; 2025Q1: 64,782 shares; 2025Q2: 59,566 shares; 2025Q3: 63,386 shares; 2025Q4: 64,072 shares 64,072 $7.07M 0.02% +686 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 13,568 shares; 2025Q1: 15,993 shares; 2025Q2: 66,408 shares; 2025Q3: 65,833 shares; 2025Q4: 67,141 shares 67,141 $7.03M 0.02% +1,308 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,453 shares; 2024Q4: 605,152 shares; 2025Q1: 565,947 shares; 2025Q2: 440,364 shares; 2025Q3: 298,552 shares; 2025Q4: 288,195 shares 288,195 $7.02M 0.02% -10,357 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,528 shares; 2025Q1: 6,786 shares; 2025Q2: 14,198 shares; 2025Q3: 19,888 shares; 2025Q4: 24,762 shares 24,762 $7.02M 0.02% +4,874 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,420 shares; 2024Q4: 53,554 shares; 2025Q1: 52,891 shares; 2025Q2: 51,184 shares; 2025Q3: 50,609 shares; 2025Q4: 49,760 shares 49,760 $6.96M 0.02% -849 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,952 shares; 2024Q4: 9,358 shares; 2025Q1: 8,117 shares; 2025Q2: 8,136 shares; 2025Q3: 8,229 shares; 2025Q4: 8,599 shares 8,599 $6.96M 0.02% +370 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 5,911 shares; 2025Q1: 6,719 shares; 2025Q2: 5,928 shares; 2025Q3: 5,554 shares; 2025Q4: 7,673 shares 7,673 $6.95M 0.02% +2,119 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,368 shares; 2024Q4: 16,978 shares; 2025Q1: 20,284 shares; 2025Q2: 20,480 shares; 2025Q3: 23,057 shares; 2025Q4: 23,751 shares 23,751 $6.89M 0.02% +694 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,403 shares; 2024Q4: 56,972 shares; 2025Q1: 79,370 shares; 2025Q2: 77,698 shares; 2025Q3: 34,153 shares; 2025Q4: 70,315 shares 70,315 $6.87M 0.02% +36,162 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,449 shares; 2024Q4: 33,205 shares; 2025Q1: 47,402 shares; 2025Q2: 39,069 shares; 2025Q3: 43,973 shares; 2025Q4: 46,813 shares 46,813 $6.78M 0.02% +2,840 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,260 shares; 2024Q4: 63,133 shares; 2025Q1: 66,913 shares; 2025Q2: 81,747 shares; 2025Q3: 92,113 shares; 2025Q4: 91,819 shares 91,819 $6.77M 0.02% -294 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,551 shares; 2024Q4: 33,136 shares; 2025Q1: 69,326 shares; 2025Q2: 62,862 shares; 2025Q3: 65,203 shares; 2025Q4: 65,617 shares 65,617 $6.72M 0.02% +414 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,539 shares; 2024Q4: 56,914 shares; 2025Q1: 53,368 shares; 2025Q2: 50,821 shares; 2025Q3: 51,292 shares; 2025Q4: 52,886 shares 52,886 $6.66M 0.01% +1,594 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,873 shares; 2024Q4: 19,773 shares; 2025Q1: 19,820 shares; 2025Q2: 19,017 shares; 2025Q3: 19,465 shares; 2025Q4: 19,276 shares 19,276 $6.64M 0.01% -189 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 26,686 shares; 2025Q1: 26,396 shares; 2025Q2: 25,662 shares; 2025Q3: 28,985 shares; 2025Q4: 32,306 shares 32,306 $6.63M 0.01% +3,321 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,280 shares; 2024Q4: 297,376 shares; 2025Q1: 311,069 shares; 2025Q2: 288,635 shares; 2025Q3: 270,657 shares; 2025Q4: 167,133 shares 167,133 $6.58M 0.01% -103,524 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,617 shares; 2024Q4: 79,242 shares; 2025Q1: 84,705 shares; 2025Q2: 75,659 shares; 2025Q3: 82,700 shares; 2025Q4: 89,499 shares 89,499 $6.58M 0.01% +6,799 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,315 shares; 2024Q4: 29,031 shares; 2025Q1: 31,253 shares; 2025Q2: 34,150 shares; 2025Q3: 31,626 shares; 2025Q4: 30,976 shares 30,976 $6.56M 0.01% -650 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,815 shares; 2024Q4: 147,943 shares; 2025Q1: 156,989 shares; 2025Q2: 139,873 shares; 2025Q3: 143,325 shares; 2025Q4: 143,848 shares 143,848 $6.55M 0.01% +523 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,133 shares; 2024Q4: 30,755 shares; 2025Q1: 60,525 shares; 2025Q2: 68,963 shares; 2025Q3: 72,662 shares; 2025Q4: 74,657 shares 74,657 $6.5M 0.01% +1,995 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,590 shares; 2024Q4: 15,883 shares; 2025Q1: 15,809 shares; 2025Q2: 22,931 shares; 2025Q3: 27,955 shares; 2025Q4: 26,925 shares 26,925 $6.5M 0.01% -1,030 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,627 shares; 2025Q1: 10,788 shares; 2025Q2: 11,493 shares; 2025Q3: 12,166 shares; 2025Q4: 12,712 shares 12,712 $6.49M 0.01% +546 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,304 shares; 2024Q4: 29,082 shares; 2025Q1: 32,785 shares; 2025Q2: 33,278 shares; 2025Q3: 34,037 shares; 2025Q4: 31,908 shares 31,908 $6.47M 0.01% -2,129 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,885 shares; 2024Q4: 177,365 shares; 2025Q1: 171,535 shares; 2025Q2: 430,288 shares; 2025Q3: 269,569 shares; 2025Q4: 265,618 shares 265,618 $6.44M 0.01% -3,951 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,835 shares; 2024Q4: 78,078 shares; 2025Q1: 116,070 shares; 2025Q2: 94,471 shares; 2025Q3: 75,673 shares; 2025Q4: 76,393 shares 76,393 $6.43M 0.01% +720 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,124 shares; 2024Q4: 80,092 shares; 2025Q1: 89,107 shares; 2025Q2: 112,587 shares; 2025Q3: 107,078 shares; 2025Q4: 95,842 shares 95,842 $6.42M 0.01% -11,236 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,449 shares; 2024Q4: 71,031 shares; 2025Q1: 75,219 shares; 2025Q2: 76,073 shares; 2025Q3: 71,478 shares; 2025Q4: 74,735 shares 74,735 $6.39M 0.01% +3,257 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,455 shares; 2024Q4: 178,296 shares; 2025Q1: 178,356 shares; 2025Q2: 167,309 shares; 2025Q3: 168,109 shares; 2025Q4: 163,127 shares 163,127 $6.39M 0.01% -4,982 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,978 shares; 2024Q4: 83,818 shares; 2025Q1: 89,598 shares; 2025Q2: 90,754 shares; 2025Q3: 81,704 shares; 2025Q4: 80,879 shares 80,879 $6.38M 0.01% -825 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,116 shares; 2024Q4: 50,673 shares; 2025Q1: 50,530 shares; 2025Q2: 49,629 shares; 2025Q3: 49,238 shares; 2025Q4: 49,425 shares 49,425 $6.32M 0.01% +187 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,489 shares; 2024Q4: 7,348 shares; 2025Q1: 6,175 shares; 2025Q2: 4,615 shares; 2025Q3: 5,940 shares; 2025Q4: 8,142 shares 8,142 $6.28M 0.01% +2,202 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 35,317 shares; 2025Q1: 50,095 shares; 2025Q2: 52,791 shares; 2025Q3: 59,360 shares; 2025Q4: 65,437 shares 65,437 $6.28M 0.01% +6,077 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,206 shares; 2024Q4: 30,192 shares; 2025Q1: 34,255 shares; 2025Q2: 38,830 shares; 2025Q3: 47,940 shares; 2025Q4: 54,356 shares 54,356 $6.23M 0.01% +6,416 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,208 shares; 2024Q4: 139,418 shares; 2025Q1: 122,535 shares; 2025Q2: 119,007 shares; 2025Q3: 117,702 shares; 2025Q4: 129,198 shares 129,198 $6.18M 0.01% +11,496 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,925 shares; 2024Q4: 32,939 shares; 2025Q1: 116,312 shares; 2025Q2: 87,356 shares; 2025Q3: 86,726 shares; 2025Q4: 94,325 shares 94,325 $6.13M 0.01% +7,599 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,733 shares; 2024Q4: 86,282 shares; 2025Q1: 83,544 shares; 2025Q2: 81,893 shares; 2025Q3: 80,043 shares; 2025Q4: 78,814 shares 78,814 $6.11M 0.01% -1,229 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,049 shares; 2024Q4: 82,568 shares; 2025Q1: 117,400 shares; 2025Q2: 123,321 shares; 2025Q3: 109,028 shares; 2025Q4: 95,183 shares 95,183 $6.06M 0.01% -13,845 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,449 shares; 2025Q1: 10,930 shares; 2025Q2: 15,119 shares; 2025Q3: 9,159 shares; 2025Q4: 23,272 shares 23,272 $6.04M 0.01% +14,113 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,221 shares; 2024Q4: 332,210 shares; 2025Q1: 358,879 shares; 2025Q2: 358,485 shares; 2025Q3: 326,245 shares; 2025Q4: 305,103 shares 305,103 $6.01M 0.01% -21,142 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,479 shares; 2024Q4: 49,257 shares; 2025Q1: 79,291 shares; 2025Q2: 63,799 shares; 2025Q3: 68,629 shares; 2025Q4: 70,151 shares 70,151 $5.96M 0.01% +1,522 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,223 shares; 2024Q4: 54,504 shares; 2025Q1: 30,761 shares; 2025Q2: 49,785 shares; 2025Q3: 60,029 shares; 2025Q4: 67,836 shares 67,836 $5.94M 0.01% +7,807 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,965 shares; 2024Q4: 37,626 shares; 2025Q1: 40,710 shares; 2025Q2: 41,790 shares; 2025Q3: 43,675 shares; 2025Q4: 43,079 shares 43,079 $5.94M 0.01% -596 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,019 shares; 2024Q4: 82,599 shares; 2025Q1: 113,142 shares; 2025Q2: 117,423 shares; 2025Q3: 102,491 shares; 2025Q4: 88,465 shares 88,465 $5.92M 0.01% -14,026 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,739 shares; 2025Q1: 12,151 shares; 2025Q2: 12,343 shares; 2025Q3: 15,802 shares; 2025Q4: 15,335 shares 15,335 $5.88M 0.01% -467 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,407 shares; 2024Q4: 271,373 shares; 2025Q1: 289,826 shares; 2025Q2: 304,537 shares; 2025Q3: 318,184 shares; 2025Q4: 339,053 shares 339,053 $5.87M 0.01% +20,869 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 36,609 shares; 2025Q1: 38,492 shares; 2025Q2: 55,534 shares; 2025Q3: 61,577 shares; 2025Q4: 73,490 shares 73,490 $5.86M 0.01% +11,913 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,554 shares; 2024Q4: 11,278 shares; 2025Q1: 13,099 shares; 2025Q2: 12,920 shares; 2025Q3: 11,332 shares; 2025Q4: 13,137 shares 13,137 $5.85M 0.01% +1,805 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,242 shares; 2024Q4: 66,249 shares; 2025Q1: 73,221 shares; 2025Q2: 75,683 shares; 2025Q3: 110,210 shares; 2025Q4: 151,766 shares 151,766 $5.82M 0.01% +41,556 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,687 shares; 2024Q4: 44,850 shares; 2025Q1: 49,925 shares; 2025Q2: 51,429 shares; 2025Q3: 53,494 shares; 2025Q4: 55,188 shares 55,188 $5.81M 0.01% +1,694 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,450 shares; 2024Q4: 88,069 shares; 2025Q1: 93,125 shares; 2025Q2: 92,952 shares; 2025Q3: 93,570 shares; 2025Q4: 96,668 shares 96,668 $5.8M 0.01% +3,098 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 24,237 shares; 2025Q1: 22,295 shares; 2025Q2: 22,642 shares; 2025Q3: 24,699 shares; 2025Q4: 28,247 shares 28,247 $5.77M 0.01% +3,548 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,059 shares; 2024Q4: 13,455 shares; 2025Q1: 12,564 shares; 2025Q2: 16,322 shares; 2025Q3: 26,522 shares; 2025Q4: 33,346 shares 33,346 $5.74M 0.01% +6,824 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,068 shares; 2024Q4: 27,145 shares; 2025Q1: 25,134 shares; 2025Q2: 25,445 shares; 2025Q3: 26,979 shares; 2025Q4: 26,712 shares 26,712 $5.7M 0.01% -267 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,589 shares; 2024Q4: 18,062 shares; 2025Q1: 20,820 shares; 2025Q2: 18,341 shares; 2025Q3: 18,708 shares; 2025Q4: 18,859 shares 18,859 $5.7M 0.01% +151 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 18,860 shares; 2025Q1: 7,542 shares; 2025Q2: 17,007 shares; 2025Q3: 18,810 shares; 2025Q4: 29,336 shares 29,336 $5.68M 0.01% +10,526 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,253 shares; 2024Q4: 13,783 shares; 2025Q1: 12,869 shares; 2025Q2: 12,027 shares; 2025Q3: 17,840 shares; 2025Q4: 17,271 shares 17,271 $5.68M 0.01% -569 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,149 shares; 2024Q4: 33,946 shares; 2025Q1: 39,508 shares; 2025Q2: 34,834 shares; 2025Q3: 35,952 shares; 2025Q4: 37,410 shares 37,410 $5.66M 0.01% +1,458 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,229 shares; 2024Q4: 40,271 shares; 2025Q1: 41,027 shares; 2025Q2: 40,184 shares; 2025Q3: 46,355 shares; 2025Q4: 54,395 shares 54,395 $5.64M 0.01% +8,040 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,643 shares; 2024Q4: 216,046 shares; 2025Q1: 236,302 shares; 2025Q2: 247,241 shares; 2025Q3: 197,542 shares; 2025Q4: 198,635 shares 198,635 $5.61M 0.01% +1,093 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,040 shares; 2024Q4: 72,396 shares; 2025Q1: 75,781 shares; 2025Q2: 75,981 shares; 2025Q3: 74,201 shares; 2025Q4: 67,439 shares 67,439 $5.59M 0.01% -6,762 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,500 shares; 2024Q4: 67,066 shares; 2025Q1: 65,098 shares; 2025Q2: 68,487 shares; 2025Q3: 62,258 shares; 2025Q4: 75,734 shares 75,734 $5.58M 0.01% +13,476 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,117 shares; 2025Q1: 133,973 shares; 2025Q2: 87,673 shares; 2025Q3: 85,185 shares; 2025Q4: 87,633 shares 87,633 $5.58M 0.01% +2,448 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,638 shares; 2024Q4: 57,884 shares; 2025Q1: 63,699 shares; 2025Q2: 64,599 shares; 2025Q3: 55,185 shares; 2025Q4: 63,177 shares 63,177 $5.57M 0.01% +7,992 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 15,166 shares; 2025Q1: 54,928 shares; 2025Q2: 71,407 shares; 2025Q3: 71,586 shares; 2025Q4: 75,819 shares 75,819 $5.54M 0.01% +4,233 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,423 shares; 2024Q4: 47,935 shares; 2025Q1: 86,074 shares; 2025Q2: 80,479 shares; 2025Q3: 94,394 shares; 2025Q4: 92,082 shares 92,082 $5.53M 0.01% -2,312 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 8,478 shares; 2025Q1: 28,722 shares; 2025Q2: 54,926 shares; 2025Q3: 66,348 shares; 2025Q4: 66,090 shares 66,090 $5.53M 0.01% -258 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,824 shares; 2024Q4: 48,070 shares; 2025Q1: 50,891 shares; 2025Q2: 69,246 shares; 2025Q3: 68,801 shares; 2025Q4: 70,767 shares 70,767 $5.48M 0.01% +1,966 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,028 shares; 2024Q4: 76,202 shares; 2025Q1: 98,894 shares; 2025Q2: 100,703 shares; 2025Q3: 87,362 shares; 2025Q4: 84,959 shares 84,959 $5.47M 0.01% -2,403 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,474 shares; 2025Q1: 1,469 shares; 2025Q2: 1,518 shares; 2025Q3: 1,549 shares; 2025Q4: 1,604 shares 1,604 $5.44M 0.01% +55 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,383 shares; 2024Q4: 50,289 shares; 2025Q1: 57,259 shares; 2025Q2: 55,614 shares; 2025Q3: 53,558 shares; 2025Q4: 35,697 shares 35,697 $5.42M 0.01% -17,861 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,627 shares; 2024Q4: 37,514 shares; 2025Q1: 37,960 shares; 2025Q2: 39,734 shares; 2025Q3: 81,514 shares; 2025Q4: 97,569 shares 97,569 $5.39M 0.01% +16,055 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,944 shares; 2024Q4: 21,761 shares; 2025Q1: 21,195 shares; 2025Q2: 24,613 shares; 2025Q3: 24,703 shares; 2025Q4: 27,463 shares 27,463 $5.36M 0.01% +2,760 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,751 shares; 2024Q4: 34,267 shares; 2025Q1: 52,333 shares; 2025Q2: 38,071 shares; 2025Q3: 43,193 shares; 2025Q4: 107,333 shares 107,333 $5.32M 0.01% +64,140 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,842 shares; 2024Q4: 25,292 shares; 2025Q1: 54,233 shares; 2025Q2: 162,853 shares; 2025Q3: 140,845 shares; 2025Q4: 306,713 shares 306,713 $5.29M 0.01% +165,868 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,653 shares; 2024Q4: 191,429 shares; 2025Q1: 136,992 shares; 2025Q2: 128,492 shares; 2025Q3: 206,685 shares; 2025Q4: 188,862 shares 188,862 $5.29M 0.01% -17,823 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,800 shares; 2024Q4: 12,002 shares; 2025Q1: 20,165 shares; 2025Q2: 88,755 shares; 2025Q3: 87,452 shares; 2025Q4: 82,846 shares 82,846 $5.28M 0.01% -4,606 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,353 shares; 2024Q4: 34,289 shares; 2025Q1: 42,888 shares; 2025Q2: 30,061 shares; 2025Q3: 29,635 shares; 2025Q4: 32,187 shares 32,187 $5.25M 0.01% +2,552 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 9,192 shares; 2025Q1: 10,144 shares; 2025Q2: 15,998 shares; 2025Q3: 17,167 shares; 2025Q4: 18,099 shares 18,099 $5.23M 0.01% +932 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,245 shares; 2024Q4: 54,263 shares; 2025Q1: 59,192 shares; 2025Q2: 60,436 shares; 2025Q3: 69,654 shares; 2025Q4: 72,469 shares 72,469 $5.2M 0.01% +2,815 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,362 shares; 2024Q4: 24,410 shares; 2025Q1: 28,475 shares; 2025Q2: 27,696 shares; 2025Q3: 29,514 shares; 2025Q4: 33,416 shares 33,416 $5.17M 0.01% +3,902 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 43,835 shares; 2025Q1: 100,158 shares; 2025Q2: 106,850 shares; 2025Q3: 135,197 shares; 2025Q4: 158,283 shares 158,283 $5.16M 0.01% +23,086 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,398 shares; 2024Q4: 17,100 shares; 2025Q1: 22,182 shares; 2025Q2: 27,476 shares; 2025Q3: 24,978 shares; 2025Q4: 26,952 shares 26,952 $5.16M 0.01% +1,974 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 9,033 shares; 2025Q1: 9,993 shares; 2025Q2: 12,467 shares; 2025Q3: 20,970 shares; 2025Q4: 23,468 shares 23,468 $5.15M 0.01% +2,498 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,921 shares; 2024Q4: 123,225 shares; 2025Q1: 133,773 shares; 2025Q2: 101,003 shares; 2025Q3: 124,702 shares; 2025Q4: 87,080 shares 87,080 $5.1M 0.01% -37,622 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,239 shares; 2024Q4: 12,007 shares; 2025Q1: 14,409 shares; 2025Q2: 14,749 shares; 2025Q3: 17,800 shares; 2025Q4: 17,226 shares 17,226 $5.1M 0.01% -574 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,605 shares; 2024Q4: 139,605 shares; 2025Q1: 125,799 shares; 2025Q2: 124,707 shares; 2025Q3: 126,435 shares; 2025Q4: 137,778 shares 137,778 $5.1M 0.01% +11,343 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 12,655 shares; 2025Q1: 14,841 shares; 2025Q2: 12,159 shares; 2025Q3: 13,383 shares; 2025Q4: 14,410 shares 14,410 $5.09M 0.01% +1,027 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,434 shares; 2024Q4: 149,156 shares; 2025Q1: 132,733 shares; 2025Q2: 200,093 shares; 2025Q3: 193,172 shares; 2025Q4: 216,727 shares 216,727 $5.07M 0.01% +23,555 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 9,574 shares; 2025Q1: 11,353 shares; 2025Q2: 16,956 shares; 2025Q3: 19,213 shares; 2025Q4: 19,600 shares 19,600 $5.02M 0.01% +387 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,244 shares; 2024Q4: 74,254 shares; 2025Q1: 88,980 shares; 2025Q2: 93,329 shares; 2025Q3: 91,107 shares; 2025Q4: 92,346 shares 92,346 $4.99M 0.01% +1,239 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,472 shares; 2024Q4: 74,984 shares; 2025Q1: 65,540 shares; 2025Q2: 84,950 shares; 2025Q3: 78,274 shares; 2025Q4: 98,768 shares 98,768 $4.97M 0.01% +20,494 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,146 shares; 2024Q4: 65,804 shares; 2025Q1: 59,517 shares; 2025Q2: 65,140 shares; 2025Q3: 59,027 shares; 2025Q4: 47,254 shares 47,254 $4.96M 0.01% -11,773 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 13,805 shares; 2025Q1: 19,507 shares; 2025Q2: 21,804 shares; 2025Q3: 31,122 shares; 2025Q4: 35,165 shares 35,165 $4.88M 0.01% +4,043 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,298 shares; 2024Q4: 140,935 shares; 2025Q1: 170,010 shares; 2025Q2: 152,013 shares; 2025Q3: 177,210 shares; 2025Q4: 171,185 shares 171,185 $4.88M 0.01% -6,025 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,129 shares; 2024Q4: 28,067 shares; 2025Q1: 33,230 shares; 2025Q2: 47,844 shares; 2025Q3: 56,928 shares; 2025Q4: 81,342 shares 81,342 $4.87M 0.01% +24,414 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,395 shares; 2024Q4: 54,208 shares; 2025Q1: 57,536 shares; 2025Q2: 54,773 shares; 2025Q3: 64,433 shares; 2025Q4: 58,434 shares 58,434 $4.85M 0.01% -5,999 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,849 shares; 2025Q1: 2,933 shares; 2025Q2: 2,795 shares; 2025Q3: 2,651 shares; 2025Q4: 2,866 shares 2,866 $4.85M 0.01% +215 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 12,547 shares; 2025Q1: 10,433 shares; 2025Q2: 10,995 shares; 2025Q3: 10,942 shares; 2025Q4: 10,886 shares 10,886 $4.83M 0.01% -56 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,036 shares; 2024Q4: 25,667 shares; 2025Q1: 33,923 shares; 2025Q2: 29,722 shares; 2025Q3: 26,875 shares; 2025Q4: 27,856 shares 27,856 $4.72M 0.01% +981 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 26,160 shares; 2025Q1: 16,836 shares; 2025Q2: 23,172 shares; 2025Q3: 24,702 shares; 2025Q4: 29,278 shares 29,278 $4.71M 0.01% +4,576 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,615 shares; 2024Q4: 16,442 shares; 2025Q1: 18,654 shares; 2025Q2: 45,309 shares; 2025Q3: 63,206 shares; 2025Q4: 93,926 shares 93,926 $4.7M 0.01% +30,720 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 3,038 shares; 2025Q1: 2,878 shares; 2025Q2: 3,087 shares; 2025Q3: 25,166 shares; 2025Q4: 18,544 shares 18,544 $4.68M 0.01% -6,622 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,696 shares; 2024Q4: 931,690 shares; 2025Q1: 701,155 shares; 2025Q2: 370,355 shares; 2025Q3: 357,720 shares; 2025Q4: 215,862 shares 215,862 $4.68M 0.01% -141,858 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,860 shares; 2024Q4: 67,143 shares; 2025Q1: 64,979 shares; 2025Q2: 109,210 shares; 2025Q3: 109,711 shares; 2025Q4: 128,173 shares 128,173 $4.65M 0.01% +18,462 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,065 shares; 2024Q4: 37,609 shares; 2025Q1: 37,713 shares; 2025Q2: 35,093 shares; 2025Q3: 40,874 shares; 2025Q4: 58,606 shares 58,606 $4.62M 0.01% +17,732 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 25,973 shares; 2025Q1: 25,672 shares; 2025Q2: 26,946 shares; 2025Q3: 25,993 shares; 2025Q4: 23,535 shares 23,535 $4.57M 0.01% -2,458 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,211 shares; 2024Q4: 27,180 shares; 2025Q1: 27,228 shares; 2025Q2: 43,235 shares; 2025Q3: 26,148 shares; 2025Q4: 29,059 shares 29,059 $4.56M 0.01% +2,911 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 11,250 shares; 2025Q1: 45,083 shares; 2025Q2: 79,640 shares; 2025Q3: 60,680 shares; 2025Q4: 60,910 shares 60,910 $4.54M 0.01% +230 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,956 shares; 2024Q4: 300,708 shares; 2025Q1: 305,611 shares; 2025Q2: 248,080 shares; 2025Q3: 214,509 shares; 2025Q4: 150,459 shares 150,459 $4.5M 0.01% -64,050 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,313 shares; 2024Q4: 21,217 shares; 2025Q1: 21,893 shares; 2025Q2: 27,974 shares; 2025Q3: 38,288 shares; 2025Q4: 46,161 shares 46,161 $4.48M 0.01% +7,873 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,889 shares; 2024Q4: 32,984 shares; 2025Q1: 39,737 shares; 2025Q2: 50,640 shares; 2025Q3: 53,557 shares; 2025Q4: 61,463 shares 61,463 $4.46M 0.01% +7,906 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 16,801 shares; 2025Q1: 17,916 shares; 2025Q2: 18,189 shares; 2025Q3: 47,958 shares; 2025Q4: 67,446 shares 67,446 $4.39M 0.01% +19,488 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,129 shares; 2024Q4: 124,344 shares; 2025Q1: 151,800 shares; 2025Q2: 140,331 shares; 2025Q3: 147,962 shares; 2025Q4: 166,634 shares 166,634 $4.36M 0.01% +18,672 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,174 shares; 2024Q4: 88,563 shares; 2025Q1: 95,259 shares; 2025Q2: 90,607 shares; 2025Q3: 86,228 shares; 2025Q4: 82,289 shares 82,289 $4.35M 0.01% -3,939 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,564 shares; 2024Q4: 230,505 shares; 2025Q1: 236,929 shares; 2025Q2: 210,212 shares; 2025Q3: 161,997 shares; 2025Q4: 163,065 shares 163,065 $4.29M 0.01% +1,068 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,396 shares; 2024Q4: 67,897 shares; 2025Q1: 84,405 shares; 2025Q2: 99,606 shares; 2025Q3: 88,387 shares; 2025Q4: 67,187 shares 67,187 $4.26M 0.01% -21,200 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 11,099 shares; 2025Q1: 12,384 shares; 2025Q2: 12,435 shares; 2025Q3: 14,839 shares; 2025Q4: 14,526 shares 14,526 $4.22M 0.01% -313 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,512 shares; 2024Q4: 44,623 shares; 2025Q1: 56,076 shares; 2025Q2: 72,323 shares; 2025Q3: 58,298 shares; 2025Q4: 40,955 shares 40,955 $4.21M 0.01% -17,343 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,352 shares; 2024Q4: 58,973 shares; 2025Q1: 49,008 shares; 2025Q2: 41,932 shares; 2025Q3: 39,518 shares; 2025Q4: 39,386 shares 39,386 $4.16M 0.01% -132 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 16,735 shares; 2025Q1: 19,074 shares; 2025Q2: 19,909 shares; 2025Q3: 19,759 shares; 2025Q4: 25,759 shares 25,759 $4.15M 0.01% +6,000 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 5,736 shares; 2025Q4: 9,248 shares 9,248 $4.11M 0.01% +3,512 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,412 shares; 2024Q4: 266,458 shares; 2025Q1: 394,880 shares; 2025Q2: 247,449 shares; 2025Q3: 246,701 shares; 2025Q4: 250,137 shares 250,137 $4.11M 0.01% +3,436 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,247 shares; 2024Q4: 109,566 shares; 2025Q1: 118,972 shares; 2025Q2: 130,419 shares; 2025Q3: 190,250 shares; 2025Q4: 133,615 shares 133,615 $4.08M 0.01% -56,635 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,852 shares; 2024Q4: 38,834 shares; 2025Q1: 33,377 shares; 2025Q2: 37,495 shares; 2025Q3: 37,410 shares; 2025Q4: 40,954 shares 40,954 $4.08M 0.01% +3,544 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 11,852 shares; 2025Q1: 10,386 shares; 2025Q2: 12,217 shares; 2025Q3: 13,312 shares; 2025Q4: 14,149 shares 14,149 $4.07M 0.01% +837 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,821 shares; 2024Q4: 32,245 shares; 2025Q1: 43,324 shares; 2025Q2: 90,253 shares; 2025Q3: 86,127 shares; 2025Q4: 83,875 shares 83,875 $4.05M 0.01% -2,252 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,389 shares; 2024Q4: 23,480 shares; 2025Q1: 23,281 shares; 2025Q2: 23,450 shares; 2025Q3: 23,930 shares; 2025Q4: 23,300 shares 23,300 $4.04M 0.01% -630 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,764 shares; 2024Q4: 20,161 shares; 2025Q1: 21,609 shares; 2025Q2: 41,619 shares; 2025Q3: 25,656 shares; 2025Q4: 26,995 shares 26,995 $4.02M 0.01% +1,339 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,053 shares; 2024Q4: 29,502 shares; 2025Q1: 28,171 shares; 2025Q2: 23,657 shares; 2025Q3: 42,275 shares; 2025Q4: 63,737 shares 63,737 $4.02M 0.01% +21,462 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 14,601 shares; 2025Q1: 15,958 shares; 2025Q2: 17,413 shares; 2025Q3: 16,769 shares; 2025Q4: 16,106 shares 16,106 $3.98M 0.01% -663 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 8,665 shares; 2025Q1: 8,549 shares; 2025Q2: 12,540 shares; 2025Q3: 17,561 shares; 2025Q4: 24,725 shares 24,725 $3.97M 0.01% +7,164 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,145 shares; 2024Q4: 32,512 shares; 2025Q1: 39,036 shares; 2025Q2: 38,232 shares; 2025Q3: 42,018 shares; 2025Q4: 45,347 shares 45,347 $3.96M 0.01% +3,329 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 24,616 shares; 2025Q1: 25,540 shares; 2025Q2: 27,047 shares; 2025Q3: 29,603 shares; 2025Q4: 29,091 shares 29,091 $3.96M 0.01% -512 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,269 shares; 2024Q4: 25,535 shares; 2025Q1: 24,876 shares; 2025Q2: 38,533 shares; 2025Q3: 42,925 shares; 2025Q4: 48,767 shares 48,767 $3.95M 0.01% +5,842 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 4,307 shares; 2025Q1: 5,398 shares; 2025Q2: 5,536 shares; 2025Q3: 5,755 shares; 2025Q4: 6,333 shares 6,333 $3.94M 0.01% +578 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,861 shares; 2025Q1: 6,207 shares; 2025Q2: 6,848 shares; 2025Q3: 7,357 shares; 2025Q4: 6,864 shares 6,864 $3.94M 0.01% -493 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,724 shares; 2024Q4: 10,085 shares; 2025Q1: 11,211 shares; 2025Q2: 12,350 shares; 2025Q3: 13,145 shares; 2025Q4: 13,806 shares 13,806 $3.94M 0.01% +661 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,419 shares; 2025Q1: 64,994 shares; 2025Q2: 67,453 shares; 2025Q3: 71,422 shares; 2025Q4: 74,325 shares 74,325 $3.93M 0.01% +2,903 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,276 shares; 2024Q4: 94,092 shares; 2025Q1: 109,129 shares; 2025Q2: 111,617 shares; 2025Q3: 94,391 shares; 2025Q4: 94,052 shares 94,052 $3.93M 0.01% -339 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 6,967 shares; 2025Q1: 6,996 shares; 2025Q2: 7,284 shares; 2025Q3: 7,282 shares; 2025Q4: 8,099 shares 8,099 $3.89M 0.01% +817 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,327 shares; 2024Q4: 52,675 shares; 2025Q1: 48,895 shares; 2025Q2: 44,931 shares; 2025Q3: 53,996 shares; 2025Q4: 59,502 shares 59,502 $3.87M 0.01% +5,506 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,765 shares; 2024Q4: 67,943 shares; 2025Q1: 73,694 shares; 2025Q2: 84,071 shares; 2025Q3: 84,240 shares; 2025Q4: 66,246 shares 66,246 $3.87M 0.01% -17,994 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,926 shares; 2024Q4: 68,064 shares; 2025Q1: 82,984 shares; 2025Q2: 104,187 shares; 2025Q3: 86,028 shares; 2025Q4: 89,197 shares 89,197 $3.86M 0.01% +3,169 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,414 shares; 2024Q4: 41,148 shares; 2025Q1: 42,944 shares; 2025Q2: 45,998 shares; 2025Q3: 49,569 shares; 2025Q4: 52,777 shares 52,777 $3.84M 0.01% +3,208 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,712 shares; 2024Q4: 36,209 shares; 2025Q1: 39,032 shares; 2025Q2: 37,509 shares; 2025Q3: 38,743 shares; 2025Q4: 39,555 shares 39,555 $3.83M 0.01% +812 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 8,929 shares; 2025Q1: 8,676 shares; 2025Q2: 11,255 shares; 2025Q3: 12,005 shares; 2025Q4: 12,996 shares 12,996 $3.82M 0.01% +991 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 26,779 shares; 2025Q1: 29,101 shares; 2025Q2: 27,031 shares; 2025Q3: 29,322 shares; 2025Q4: 28,550 shares 28,550 $3.78M 0.01% -772 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,618 shares; 2024Q4: 41,675 shares; 2025Q1: 47,641 shares; 2025Q2: 52,641 shares; 2025Q3: 52,249 shares; 2025Q4: 52,848 shares 52,848 $3.78M 0.01% +599 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,186 shares; 2024Q4: 89,370 shares; 2025Q1: 104,223 shares; 2025Q2: 149,981 shares; 2025Q3: 156,028 shares; 2025Q4: 162,193 shares 162,193 $3.73M 0.01% +6,165 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 18,923 shares; 2025Q1: 17,871 shares; 2025Q2: 17,109 shares; 2025Q3: 19,989 shares; 2025Q4: 23,092 shares 23,092 $3.73M 0.01% +3,103 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 12,820 shares; 2025Q1: 16,756 shares; 2025Q2: 15,954 shares; 2025Q3: 25,566 shares; 2025Q4: 29,883 shares 29,883 $3.71M 0.01% +4,317 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,778 shares; 2025Q3: 37,506 shares; 2025Q4: 45,639 shares 45,639 $3.7M 0.01% +8,133 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,253 shares; 2025Q1: 49,421 shares; 2025Q2: 68,696 shares; 2025Q3: 57,650 shares; 2025Q4: 56,928 shares 56,928 $3.7M 0.01% -722 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,784 shares; 2024Q4: 5,915 shares; 2025Q1: 3,982 shares; 2025Q2: 8,587 shares; 2025Q3: 9,249 shares; 2025Q4: 14,127 shares 14,127 $3.69M 0.01% +4,878 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,823 shares; 2024Q4: 46,056 shares; 2025Q1: 56,189 shares; 2025Q2: 38,998 shares; 2025Q3: 38,721 shares; 2025Q4: 54,874 shares 54,874 $3.69M 0.01% +16,153 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 5,196 shares; 2025Q1: 7,960 shares; 2025Q2: 13,330 shares; 2025Q3: 18,043 shares; 2025Q4: 18,985 shares 18,985 $3.68M 0.01% +942 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,477 shares; 2024Q4: 62,648 shares; 2025Q1: 53,879 shares; 2025Q2: 51,057 shares; 2025Q3: 68,644 shares; 2025Q4: 85,292 shares 85,292 $3.64M 0.01% +16,648 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,932 shares; 2024Q4: 170,060 shares; 2025Q1: 186,789 shares; 2025Q2: 202,293 shares; 2025Q3: 193,898 shares; 2025Q4: 205,584 shares 205,584 $3.63M 0.01% +11,686 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,669 shares; 2024Q4: 31,190 shares; 2025Q1: 34,709 shares; 2025Q2: 35,771 shares; 2025Q3: 41,639 shares; 2025Q4: 46,259 shares 46,259 $3.62M 0.01% +4,620 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 7,665 shares; 2025Q1: 7,708 shares; 2025Q2: 7,617 shares; 2025Q3: 8,293 shares; 2025Q4: 9,285 shares 9,285 $3.61M 0.01% +992 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,585 shares; 2024Q4: 19,782 shares; 2025Q1: 18,532 shares; 2025Q2: 21,665 shares; 2025Q3: 23,502 shares; 2025Q4: 25,470 shares 25,470 $3.59M 0.01% +1,968 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,182 shares; 2024Q4: 26,776 shares; 2025Q1: 28,458 shares; 2025Q2: 27,738 shares; 2025Q3: 27,087 shares; 2025Q4: 20,391 shares 20,391 $3.58M 0.01% -6,696 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 17,516 shares; 2025Q1: 19,230 shares; 2025Q2: 19,891 shares; 2025Q3: 14,654 shares; 2025Q4: 19,256 shares 19,256 $3.55M 0.01% +4,602 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,900 shares; 2024Q4: 19,287 shares; 2025Q1: 20,868 shares; 2025Q2: 23,340 shares; 2025Q3: 25,836 shares; 2025Q4: 27,415 shares 27,415 $3.54M 0.01% +1,579 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,527 shares; 2024Q4: 28,421 shares; 2025Q1: 27,597 shares; 2025Q2: 30,433 shares; 2025Q3: 32,917 shares; 2025Q4: 36,887 shares 36,887 $3.47M 0.01% +3,970 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,584 shares; 2024Q4: 24,890 shares; 2025Q1: 50,798 shares; 2025Q2: 47,471 shares; 2025Q3: 104,968 shares; 2025Q4: 117,631 shares 117,631 $3.45M 0.01% +12,663 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 20,191 shares; 2025Q1: 12,772 shares; 2025Q2: 15,913 shares; 2025Q3: 15,570 shares; 2025Q4: 15,455 shares 15,455 $3.44M 0.01% -115 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,760 shares; 2024Q4: 25,686 shares; 2025Q1: 20,511 shares; 2025Q2: 20,423 shares; 2025Q3: 31,817 shares; 2025Q4: 26,502 shares 26,502 $3.41M 0.01% -5,315 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 16,297 shares; 2025Q1: 15,360 shares; 2025Q2: 11,670 shares; 2025Q3: 13,793 shares; 2025Q4: 15,883 shares 15,883 $3.41M 0.01% +2,090 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,934 shares; 2024Q4: 23,549 shares; 2025Q1: 25,378 shares; 2025Q2: 28,010 shares; 2025Q3: 30,821 shares; 2025Q4: 79,622 shares 79,622 $3.4M 0.01% +48,801 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,275 shares; 2025Q1: 4,191 shares; 2025Q2: 4,258 shares; 2025Q3: 4,936 shares; 2025Q4: 4,398 shares 4,398 $3.37M 0.01% -538 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,463 shares; 2025Q1: 9,992 shares; 2025Q2: 6,883 shares; 2025Q3: 27,828 shares; 2025Q4: 27,133 shares 27,133 $3.36M 0.01% -695 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,436 shares; 2024Q4: 40,702 shares; 2025Q1: 39,621 shares; 2025Q2: 39,378 shares; 2025Q3: 36,511 shares; 2025Q4: 31,262 shares 31,262 $3.36M 0.01% -5,249 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,593 shares; 2024Q4: 51,135 shares; 2025Q1: 76,179 shares; 2025Q2: 90,529 shares; 2025Q3: 101,614 shares; 2025Q4: 98,073 shares 98,073 $3.36M 0.01% -3,541 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 80,734 shares; 2025Q1: 86,109 shares; 2025Q2: 83,523 shares; 2025Q3: 103,937 shares; 2025Q4: 66,857 shares 66,857 $3.34M 0.01% -37,080 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,622 shares; 2024Q4: 63,680 shares; 2025Q1: 65,077 shares; 2025Q2: 79,759 shares; 2025Q3: 67,662 shares; 2025Q4: 61,083 shares 61,083 $3.33M 0.01% -6,579 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,287 shares; 2024Q4: 48,602 shares; 2025Q1: 24,243 shares; 2025Q2: 31,860 shares; 2025Q3: 34,837 shares; 2025Q4: 37,422 shares 37,422 $3.3M 0.01% +2,585 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,669 shares; 2024Q4: 73,442 shares; 2025Q1: 33,263 shares; 2025Q2: 61,706 shares; 2025Q3: 62,683 shares; 2025Q4: 71,827 shares 71,827 $3.29M 0.01% +9,144 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,800 shares; 2024Q4: 47,837 shares; 2025Q1: 58,592 shares; 2025Q2: 56,729 shares; 2025Q3: 59,240 shares; 2025Q4: 59,944 shares 59,944 $3.28M 0.01% +704 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 4,067 shares; 2025Q4: 14,231 shares 14,231 $3.27M 0.01% +10,164 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,832 shares; 2024Q4: 23,123 shares; 2025Q1: 28,121 shares; 2025Q2: 28,004 shares; 2025Q3: 33,137 shares; 2025Q4: 39,878 shares 39,878 $3.27M 0.01% +6,741 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,301 shares; 2024Q4: 22,034 shares; 2025Q1: 17,253 shares; 2025Q2: 18,773 shares; 2025Q3: 19,309 shares; 2025Q4: 19,141 shares 19,141 $3.27M 0.01% -168 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,033 shares; 2024Q4: 61,029 shares; 2025Q1: 18,397 shares; 2025Q2: 33,153 shares; 2025Q3: 43,294 shares; 2025Q4: 54,261 shares 54,261 $3.26M 0.01% +10,967 Timeline