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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453,268 shares; 2024Q4: 7,458,464 shares; 2025Q1: 7,716,979 shares; 2025Q2: 7,944,594 shares; 2025Q3: 8,503,196 shares 8,503,196 $3.42B 7.34% +558,602 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,969,433 shares; 2024Q4: 14,337,204 shares; 2025Q1: 14,804,596 shares; 2025Q2: 15,182,180 shares; 2025Q3: 15,118,241 shares 15,118,241 $2.08B 4.46% -63,939 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152,399 shares; 2024Q4: 3,139,131 shares; 2025Q1: 3,152,657 shares; 2025Q2: 3,261,402 shares; 2025Q3: 3,358,967 shares 3,358,967 $2.06B 4.41% +97,565 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895,147 shares; 2024Q4: 5,521,811 shares; 2025Q1: 5,534,098 shares; 2025Q2: 5,639,595 shares; 2025Q3: 5,744,882 shares 5,744,882 $1.07B 2.3% +105,287 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559,541 shares; 2024Q4: 1,663,502 shares; 2025Q1: 1,681,055 shares; 2025Q2: 1,785,505 shares; 2025Q3: 1,856,465 shares 1,856,465 $962M 2.06% +70,960 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,817,544 shares; 2024Q4: 3,998,206 shares; 2025Q1: 4,174,765 shares; 2025Q2: 4,360,477 shares; 2025Q3: 4,266,021 shares 4,266,021 $890M 1.91% -94,456 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,701,838 shares; 2024Q4: 7,189,132 shares; 2025Q1: 7,384,649 shares; 2025Q2: 7,746,618 shares; 2025Q3: 8,360,636 shares 8,360,636 $842M 1.8% +614,018 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653,982 shares; 2024Q4: 3,930,680 shares; 2025Q1: 4,103,054 shares; 2025Q2: 4,264,948 shares; 2025Q3: 4,414,845 shares 4,414,845 $771M 1.65% +149,897 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,516 shares; 2024Q4: 492,174 shares; 2025Q1: 37,540 shares; 2025Q2: 6,022 shares; 2025Q3: 6,635,078 shares 6,635,078 $744M 1.59% +6,629,056 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561,493 shares; 2024Q4: 2,584,301 shares; 2025Q1: 2,631,980 shares; 2025Q2: 2,830,002 shares; 2025Q3: 2,766,377 shares 2,766,377 $704M 1.51% -63,625 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566,181 shares; 2024Q4: 7,356,180 shares; 2025Q1: 7,388,945 shares; 2025Q2: 7,582,462 shares; 2025Q3: 8,040,639 shares 8,040,639 $702M 1.5% +458,177 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228,026 shares; 2024Q4: 2,300,198 shares; 2025Q1: 2,333,434 shares; 2025Q2: 2,409,099 shares; 2025Q3: 2,652,203 shares 2,652,203 $645M 1.38% +243,104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,759 shares; 2024Q4: 788,186 shares; 2025Q1: 814,412 shares; 2025Q2: 844,946 shares; 2025Q3: 865,030 shares 865,030 $635M 1.36% +20,084 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185,745 shares; 2024Q4: 2,288,077 shares; 2025Q1: 2,382,483 shares; 2025Q2: 2,458,167 shares; 2025Q3: 2,156,990 shares 2,156,990 $634M 1.36% -301,177 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112,883 shares; 2024Q4: 7,299,673 shares; 2025Q1: 7,341,270 shares; 2025Q2: 6,021,830 shares; 2025Q3: 7,312,731 shares 7,312,731 $594M 1.27% +1,290,901 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711,687 shares; 2024Q4: 8,968,585 shares; 2025Q1: 9,053,774 shares; 2025Q2: 8,771,815 shares; 2025Q3: 8,856,886 shares 8,856,886 $584M 1.25% +85,071 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,419,461 shares; 2024Q4: 21,409,555 shares; 2025Q1: 22,062,337 shares; 2025Q2: 22,476,986 shares; 2025Q3: 24,250,754 shares 24,250,754 $561M 1.2% +1,773,768 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446,240 shares; 2024Q4: 4,963,622 shares; 2025Q1: 4,756,469 shares; 2025Q2: 5,066,020 shares; 2025Q3: 5,480,185 shares 5,480,185 $537M 1.15% +414,165 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,748 shares; 2024Q4: 1,687,093 shares; 2025Q1: 1,664,021 shares; 2025Q2: 1,703,487 shares; 2025Q3: 1,606,611 shares 1,606,611 $530M 1.14% -96,876 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985,261 shares; 2024Q4: 7,790,463 shares; 2025Q1: 7,154,511 shares; 2025Q2: 7,219,117 shares; 2025Q3: 9,471,024 shares 9,471,024 $495M 1.06% +2,251,907 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,728,368 shares; 2024Q4: 8,288,172 shares; 2025Q1: 9,972,904 shares; 2025Q2: 10,397,272 shares; 2025Q3: 11,053,437 shares 11,053,437 $479M 1.03% +656,165 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407,770 shares; 2024Q4: 1,459,084 shares; 2025Q1: 1,514,549 shares; 2025Q2: 1,540,575 shares; 2025Q3: 1,550,620 shares 1,550,620 $461M 0.99% +10,045 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,642,051 shares; 2024Q4: 8,115,991 shares; 2025Q1: 8,292,988 shares; 2025Q2: 8,614,281 shares; 2025Q3: 8,839,027 shares 8,839,027 $415M 0.89% +224,746 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496,330 shares; 2024Q4: 4,890,190 shares; 2025Q1: 5,720,725 shares; 2025Q2: 6,509,246 shares; 2025Q3: 6,967,495 shares 6,967,495 $377M 0.81% +458,249 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692,983 shares; 2024Q4: 1,750,905 shares; 2025Q1: 1,812,820 shares; 2025Q2: 1,855,684 shares; 2025Q3: 1,465,131 shares 1,465,131 $376M 0.81% -390,553 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,324 shares; 2024Q4: 1,682,016 shares; 2025Q1: 1,779,058 shares; 2025Q2: 1,559,745 shares; 2025Q3: 1,675,628 shares 1,675,628 $368M 0.79% +115,883 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949,576 shares; 2024Q4: 2,147,385 shares; 2025Q1: 2,296,181 shares; 2025Q2: 2,546,361 shares; 2025Q3: 2,862,009 shares 2,862,009 $342M 0.73% +315,648 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 342,874 shares; 2025Q1: 290,076 shares; 2025Q2: 1,059,390 shares; 2025Q3: 1,029,487 shares 1,029,487 $338M 0.72% -29,903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438,628 shares; 2024Q4: 2,309,841 shares; 2025Q1: 2,100,356 shares; 2025Q2: 4,160,401 shares; 2025Q3: 4,522,669 shares 4,522,669 $336M 0.72% +362,268 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957,882 shares; 2024Q4: 4,093,739 shares; 2025Q1: 3,936,146 shares; 2025Q2: 5,623,089 shares; 2025Q3: 5,429,480 shares 5,429,480 $325M 0.7% -193,609 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449,651 shares; 2024Q4: 2,595,159 shares; 2025Q1: 2,756,451 shares; 2025Q2: 2,782,299 shares; 2025Q3: 2,903,335 shares 2,903,335 $309M 0.66% +121,036 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319,623 shares; 2024Q4: 1,329,269 shares; 2025Q1: 3,051,160 shares; 2025Q2: 2,932,150 shares; 2025Q3: 4,349,059 shares 4,349,059 $309M 0.66% +1,416,909 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,260 shares; 2024Q4: 229,041 shares; 2025Q1: 1,951,657 shares; 2025Q2: 3,300,529 shares; 2025Q3: 4,875,616 shares 4,875,616 $307M 0.66% +1,575,087 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,924 shares; 2024Q4: 9,913,960 shares; 2025Q1: 10,245,514 shares; 2025Q2: 10,633,313 shares; 2025Q3: 10,874,877 shares 10,874,877 $307M 0.66% +241,564 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342,889 shares; 2024Q4: 5,443,615 shares; 2025Q1: 5,579,467 shares; 2025Q2: 5,742,153 shares; 2025Q3: 5,936,757 shares 5,936,757 $294M 0.63% +194,604 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,957 shares; 2024Q4: 429,160 shares; 2025Q1: 518,450 shares; 2025Q2: 715,834 shares; 2025Q3: 645,908 shares 645,908 $271M 0.58% -69,926 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,211 shares; 2024Q4: 1,655,467 shares; 2025Q1: 1,586,290 shares; 2025Q2: 1,433,086 shares; 2025Q3: 1,448,164 shares 1,448,164 $270M 0.58% +15,078 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,442 shares; 2024Q4: 1,779,846 shares; 2025Q1: 1,652,523 shares; 2025Q2: 1,448,937 shares; 2025Q3: 1,346,583 shares 1,346,583 $264M 0.57% -102,354 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445,278 shares; 2024Q4: 3,154,869 shares; 2025Q1: 2,529,636 shares; 2025Q2: 2,822,093 shares; 2025Q3: 3,189,712 shares 3,189,712 $250M 0.54% +367,619 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172,577 shares; 2024Q4: 1,157,958 shares; 2025Q1: 1,182,430 shares; 2025Q2: 1,233,081 shares; 2025Q3: 1,179,148 shares 1,179,148 $247M 0.53% -53,933 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,696 shares; 2024Q4: 512,045 shares; 2025Q1: 522,282 shares; 2025Q2: 514,034 shares; 2025Q3: 494,567 shares 494,567 $237M 0.51% -19,467 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,978 shares; 2024Q4: 614,566 shares; 2025Q1: 638,862 shares; 2025Q2: 712,279 shares; 2025Q3: 749,715 shares 749,715 $236M 0.51% +37,436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,075 shares; 2024Q4: 1,454,771 shares; 2025Q1: 1,447,512 shares; 2025Q2: 1,528,923 shares; 2025Q3: 1,363,992 shares 1,363,992 $210M 0.45% -164,931 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534,544 shares; 2024Q4: 1,707,996 shares; 2025Q1: 1,812,094 shares; 2025Q2: 1,885,240 shares; 2025Q3: 2,023,230 shares 2,023,230 $208M 0.45% +137,990 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 27,040 shares; 2025Q1: 13,530 shares; 2025Q2: 20,510 shares; 2025Q3: 2,575,084 shares 2,575,084 $208M 0.45% +2,554,574 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133,410 shares; 2024Q4: 9,208,628 shares; 2025Q1: 6,976,333 shares; 2025Q2: 7,070,345 shares; 2025Q3: 7,617,955 shares 7,617,955 $201M 0.43% +547,610 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361,458 shares; 2024Q4: 4,860,348 shares; 2025Q1: 4,917,338 shares; 2025Q2: 5,025,502 shares; 2025Q3: 5,081,578 shares 5,081,578 $172M 0.37% +56,076 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154,251 shares; 2024Q4: 2,231,825 shares; 2025Q1: 2,269,108 shares; 2025Q2: 2,534,031 shares; 2025Q3: 2,571,497 shares 2,571,497 $170M 0.36% +37,466 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100,554 shares; 2024Q4: 4,075,986 shares; 2025Q1: 3,180,718 shares; 2025Q2: 7,098,025 shares; 2025Q3: 2,007,594 shares 2,007,594 $167M 0.36% -5,090,431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035,871 shares; 2024Q4: 3,152,184 shares; 2025Q1: 3,214,461 shares; 2025Q2: 3,568,002 shares; 2025Q3: 3,667,402 shares 3,667,402 $161M 0.35% +99,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 23,838 shares; 2025Q1: 324,522 shares; 2025Q2: 1,468,818 shares; 2025Q3: 1,654,605 shares 1,654,605 $160M 0.34% +185,787 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907,633 shares; 2024Q4: 1,808,020 shares; 2025Q1: 1,701,145 shares; 2025Q2: 480,658 shares; 2025Q3: 1,638,442 shares 1,638,442 $156M 0.33% +1,157,784 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596,067 shares; 2024Q4: 1,606,337 shares; 2025Q1: 1,643,022 shares; 2025Q2: 1,746,262 shares; 2025Q3: 1,623,864 shares 1,623,864 $154M 0.33% -122,398 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,347 shares; 2024Q4: 304,380 shares; 2025Q1: 343,007 shares; 2025Q2: 356,808 shares; 2025Q3: 333,487 shares 333,487 $148M 0.32% -23,321 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,989 shares; 2024Q4: 415,638 shares; 2025Q1: 407,223 shares; 2025Q2: 446,569 shares; 2025Q3: 423,370 shares 423,370 $148M 0.32% -23,199 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461,161 shares; 2024Q4: 325,708 shares; 2025Q1: 1,678,685 shares; 2025Q2: 216,422 shares; 2025Q3: 1,628,189 shares 1,628,189 $146M 0.31% +1,411,767 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,408 shares; 2024Q4: 1,452,502 shares; 2025Q1: 1,253,872 shares; 2025Q2: 1,304,696 shares; 2025Q3: 1,300,488 shares 1,300,488 $145M 0.31% -4,208 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,964 shares; 2024Q4: 385,434 shares; 2025Q1: 414,011 shares; 2025Q2: 488,585 shares; 2025Q3: 512,772 shares 512,772 $143M 0.31% +24,187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,781 shares; 2024Q4: 667,114 shares; 2025Q1: 658,152 shares; 2025Q2: 684,512 shares; 2025Q3: 688,583 shares 688,583 $139M 0.3% +4,071 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,649 shares; 2024Q4: 109,926 shares; 2025Q1: 117,468 shares; 2025Q2: 124,014 shares; 2025Q3: 414,894 shares 414,894 $134M 0.29% +290,880 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730,647 shares; 2024Q4: 1,761,568 shares; 2025Q1: 1,809,063 shares; 2025Q2: 1,977,837 shares; 2025Q3: 1,966,679 shares 1,966,679 $134M 0.29% -11,158 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 188 shares; 2025Q1: 205,692 shares; 2025Q2: 240,158 shares; 2025Q3: 3,195,971 shares 3,195,971 $132M 0.28% +2,955,813 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558,422 shares; 2024Q4: 1,623,011 shares; 2025Q1: 1,651,488 shares; 2025Q2: 1,593,378 shares; 2025Q3: 1,636,433 shares 1,636,433 $131M 0.28% +43,055 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846,989 shares; 2024Q4: 2,169,524 shares; 2025Q1: 2,040,030 shares; 2025Q2: 2,041,487 shares; 2025Q3: 1,174,244 shares 1,174,244 $131M 0.28% -867,243 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263,406 shares; 2024Q4: 4,028,196 shares; 2025Q1: 4,324,945 shares; 2025Q2: 4,774,544 shares; 2025Q3: 4,807,100 shares 4,807,100 $130M 0.28% +32,556 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,951 shares; 2024Q4: 165,401 shares; 2025Q1: 168,329 shares; 2025Q2: 203,623 shares; 2025Q3: 219,504 shares 219,504 $125M 0.27% +15,881 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,991 shares; 2024Q4: 123,445 shares; 2025Q1: 125,865 shares; 2025Q2: 120,195 shares; 2025Q3: 114,301 shares 114,301 $123M 0.26% -5,894 Timeline JIRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569,245 shares; 2024Q4: 1,586,042 shares; 2025Q1: 1,511,943 shares; 2025Q2: 1,704,525 shares; 2025Q3: 1,577,628 shares 1,577,628 $116M 0.25% -126,897 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,753 shares; 2024Q4: 998,844 shares; 2025Q1: 7,284,971 shares; 2025Q2: 3,015,871 shares; 2025Q3: 1,225,999 shares 1,225,999 $112M 0.24% -1,789,872 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,034 shares; 2024Q4: 977,830 shares; 2025Q1: 970,035 shares; 2025Q2: 977,507 shares; 2025Q3: 928,756 shares 928,756 $110M 0.24% -48,751 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,372 shares; 2024Q4: 484,716 shares; 2025Q1: 481,923 shares; 2025Q2: 455,425 shares; 2025Q3: 788,333 shares 788,333 $109M 0.23% +332,908 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,310 shares; 2024Q4: 1,194,027 shares; 2025Q1: 103,716 shares; 2025Q2: 907,365 shares; 2025Q3: 161,674 shares 161,674 $108M 0.23% -745,691 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501,326 shares; 2024Q4: 2,711,752 shares; 2025Q1: 2,726,419 shares; 2025Q2: 3,165,365 shares; 2025Q3: 3,436,650 shares 3,436,650 $108M 0.23% +271,285 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,088 shares; 2024Q4: 189,972 shares; 2025Q1: 203,162 shares; 2025Q2: 330,732 shares; 2025Q3: 442,860 shares 442,860 $108M 0.23% +112,128 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,201 shares; 2024Q4: 565,375 shares; 2025Q1: 576,677 shares; 2025Q2: 653,685 shares; 2025Q3: 644,960 shares 644,960 $107M 0.23% -8,725 Timeline VSS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,494 shares; 2024Q4: 830,271 shares; 2025Q1: 815,751 shares; 2025Q2: 801,554 shares; 2025Q3: 734,572 shares 734,572 $105M 0.22% -66,982 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,256 shares; 2024Q4: 1,085,361 shares; 2025Q1: 1,105,848 shares; 2025Q2: 1,189,740 shares; 2025Q3: 1,243,635 shares 1,243,635 $105M 0.22% +53,895 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,299 shares; 2025Q2: 1,115,767 shares; 2025Q3: 1,297,448 shares 1,297,448 $102M 0.22% +181,681 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872,971 shares; 2024Q4: 887,379 shares; 2025Q1: 760,338 shares; 2025Q2: 732,331 shares; 2025Q3: 743,489 shares 743,489 $99.2M 0.21% +11,158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,116 shares; 2024Q4: 3,121,781 shares; 2025Q1: 3,168,418 shares; 2025Q2: 3,208,414 shares; 2025Q3: 3,084,416 shares 3,084,416 $98.4M 0.21% -123,998 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204,660 shares; 2024Q4: 1,587,107 shares; 2025Q1: 10,417 shares; 2025Q2: 2,669 shares; 2025Q3: 1,083,521 shares 1,083,521 $98.1M 0.21% +1,080,852 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,691 shares; 2024Q4: 199,857 shares; 2025Q1: 212,749 shares; 2025Q2: 1,597,693 shares; 2025Q3: 1,649,235 shares 1,649,235 $97.6M 0.21% +51,542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,624 shares; 2024Q4: 121,181 shares; 2025Q1: 134,678 shares; 2025Q2: 176,188 shares; 2025Q3: 193,996 shares 193,996 $97.5M 0.21% +17,808 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476,632 shares; 2024Q4: 1,559,511 shares; 2025Q1: 1,524,665 shares; 2025Q2: 2,682,367 shares; 2025Q3: 2,579,171 shares 2,579,171 $97.4M 0.21% -103,196 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030,747 shares; 2024Q4: 875,908 shares; 2025Q1: 891,359 shares; 2025Q2: 826,550 shares; 2025Q3: 885,485 shares 885,485 $96.3M 0.21% +58,935 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584,552 shares; 2024Q4: 1,616,772 shares; 2025Q1: 1,527,794 shares; 2025Q2: 1,652,500 shares; 2025Q3: 860,535 shares 860,535 $96.1M 0.21% -791,965 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,081 shares; 2024Q4: 274,448 shares; 2025Q1: 539,845 shares; 2025Q2: 969,956 shares; 2025Q3: 994,636 shares 994,636 $95.9M 0.21% +24,680 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,994 shares; 2024Q4: 734,661 shares; 2025Q1: 740,725 shares; 2025Q2: 485,224 shares; 2025Q3: 591,763 shares 591,763 $95.8M 0.21% +106,539 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251,300 shares; 2024Q4: 1,948,387 shares; 2025Q1: 2,016,732 shares; 2025Q2: 1,827,837 shares; 2025Q3: 1,839,990 shares 1,839,990 $94M 0.2% +12,153 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,434 shares; 2024Q4: 341,677 shares; 2025Q1: 343,649 shares; 2025Q2: 363,792 shares; 2025Q3: 317,173 shares 317,173 $93.2M 0.2% -46,619 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,432 shares; 2024Q4: 283,225 shares; 2025Q1: 361,784 shares; 2025Q2: 360,640 shares; 2025Q3: 325,989 shares 325,989 $91.9M 0.2% -34,651 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652,033 shares; 2024Q4: 3,718,191 shares; 2025Q1: 3,694,150 shares; 2025Q2: 2,876,712 shares; 2025Q3: 2,905,314 shares 2,905,314 $91.2M 0.2% +28,602 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,266 shares; 2024Q4: 643,330 shares; 2025Q1: 667,949 shares; 2025Q2: 776,240 shares; 2025Q3: 802,221 shares 802,221 $90.5M 0.19% +25,981 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 96,055 shares; 2025Q1: 61,169 shares; 2025Q2: 79,883 shares; 2025Q3: 583,923 shares 583,923 $90.1M 0.19% +504,040 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,422 shares; 2024Q4: 1,019,110 shares; 2025Q1: 1,025,391 shares; 2025Q2: 1,088,814 shares; 2025Q3: 990,472 shares 990,472 $89.9M 0.19% -98,342 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158,259 shares; 2024Q4: 3,078,427 shares; 2025Q1: 3,093,616 shares; 2025Q2: 2,355,240 shares; 2025Q3: 2,312,986 shares 2,312,986 $89.2M 0.19% -42,254 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 11,960 shares; 2025Q1: 1,347,537 shares; 2025Q2: 1,690,454 shares; 2025Q3: 1,671,784 shares 1,671,784 $88.9M 0.19% -18,670 Timeline VNQI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,231 shares; 2024Q4: 667,368 shares; 2025Q1: 659,177 shares; 2025Q2: 956,465 shares; 2025Q3: 1,850,404 shares 1,850,404 $88.3M 0.19% +893,939 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,176 shares; 2024Q4: 413,916 shares; 2025Q1: 440,612 shares; 2025Q2: 439,541 shares; 2025Q3: 446,971 shares 446,971 $87.4M 0.19% +7,430 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 578,648 shares; 2025Q1: 855,388 shares; 2025Q2: 836,908 shares; 2025Q3: 841,744 shares 841,744 $87M 0.19% +4,836 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 2,507,492 shares; 2025Q2: 2,600,468 shares; 2025Q3: 2,430,391 shares 2,430,391 $84.5M 0.18% -170,077 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580,602 shares; 2024Q4: 1,575,961 shares; 2025Q1: 1,575,218 shares; 2025Q2: 1,631,208 shares; 2025Q3: 1,662,312 shares 1,662,312 $84M 0.18% +31,104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,597 shares; 2024Q4: 245,798 shares; 2025Q1: 278,873 shares; 2025Q2: 404,764 shares; 2025Q3: 515,965 shares 515,965 $83.7M 0.18% +111,201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,042 shares; 2024Q4: 401,874 shares; 2025Q1: 431,319 shares; 2025Q2: 718,190 shares; 2025Q3: 873,197 shares 873,197 $83.4M 0.18% +155,007 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316,533 shares; 2024Q4: 1,402,030 shares; 2025Q1: 1,451,997 shares; 2025Q2: 1,700,347 shares; 2025Q3: 1,758,791 shares 1,758,791 $82.2M 0.18% +58,444 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 1,408,974 shares; 2025Q3: 1,343,281 shares 1,343,281 $82.1M 0.18% -65,693 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,717 shares; 2024Q4: 540,377 shares; 2025Q1: 590,641 shares; 2025Q2: 836,797 shares; 2025Q3: 974,964 shares 974,964 $81.7M 0.18% +138,167 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,595,130 shares; 2025Q3: 2,356,943 shares 2,356,943 $80.9M 0.17% -238,187 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,967 shares; 2024Q4: 871,063 shares; 2025Q1: 909,907 shares; 2025Q2: 903,428 shares; 2025Q3: 667,387 shares 667,387 $80.9M 0.17% -236,041 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028,083 shares; 2024Q4: 2,081,032 shares; 2025Q1: 2,822,355 shares; 2025Q2: 1,562,638 shares; 2025Q3: 1,887,861 shares 1,887,861 $80.8M 0.17% +325,223 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,176 shares; 2024Q4: 443,215 shares; 2025Q1: 625,777 shares; 2025Q2: 569,534 shares; 2025Q3: 571,500 shares 571,500 $80.6M 0.17% +1,966 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 509,352 shares; 2025Q1: 576,846 shares; 2025Q2: 644,210 shares; 2025Q3: 651,096 shares 651,096 $79.5M 0.17% +6,886 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,038 shares; 2024Q4: 615,447 shares; 2025Q1: 618,601 shares; 2025Q2: 656,484 shares; 2025Q3: 599,391 shares 599,391 $79.2M 0.17% -57,093 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,652 shares; 2024Q4: 823,440 shares; 2025Q1: 623,097 shares; 2025Q2: 1,329,087 shares; 2025Q3: 1,674,127 shares 1,674,127 $77.5M 0.17% +345,040 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,005 shares; 2024Q4: 793,112 shares; 2025Q1: 791,535 shares; 2025Q2: 832,470 shares; 2025Q3: 835,874 shares 835,874 $76.4M 0.16% +3,404 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074,546 shares; 2024Q4: 1,332,349 shares; 2025Q1: 1,680,251 shares; 2025Q2: 1,504,481 shares; 2025Q3: 1,481,688 shares 1,481,688 $76.4M 0.16% -22,793 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843,559 shares; 2024Q4: 2,160,393 shares; 2025Q1: 2,274,100 shares; 2025Q2: 2,485,576 shares; 2025Q3: 2,635,970 shares 2,635,970 $76.2M 0.16% +150,394 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,816 shares; 2024Q4: 111,673 shares; 2025Q1: 154,231 shares; 2025Q2: 191,444 shares; 2025Q3: 219,921 shares 219,921 $75.1M 0.16% +28,477 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,785 shares; 2024Q4: 852,313 shares; 2025Q1: 859,365 shares; 2025Q2: 855,001 shares; 2025Q3: 893,950 shares 893,950 $74.6M 0.16% +38,949 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,649 shares; 2024Q4: 54,959 shares; 2025Q1: 621,766 shares; 2025Q2: 650,493 shares; 2025Q3: 673,953 shares 673,953 $74.5M 0.16% +23,460 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989,259 shares; 2024Q4: 2,016,695 shares; 2025Q1: 2,063,067 shares; 2025Q2: 2,250,066 shares; 2025Q3: 2,282,899 shares 2,282,899 $74.4M 0.16% +32,833 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 5,027 shares; 2025Q1: 5,611 shares; 2025Q2: 10,072 shares; 2025Q3: 13,699 shares 13,699 $74M 0.16% +3,627 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266,369 shares; 2024Q4: 1,287,821 shares; 2025Q1: 1,322,171 shares; 2025Q2: 1,406,864 shares; 2025Q3: 1,441,768 shares 1,441,768 $73.1M 0.16% +34,904 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503,035 shares; 2024Q4: 1,730,889 shares; 2025Q1: 1,266,340 shares; 2025Q2: 1,292,777 shares; 2025Q3: 1,376,270 shares 1,376,270 $73M 0.16% +83,493 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,391 shares; 2024Q4: 282,075 shares; 2025Q1: 291,398 shares; 2025Q2: 320,964 shares; 2025Q3: 283,540 shares 283,540 $72.1M 0.15% -37,424 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145,981 shares; 2024Q4: 1,141,013 shares; 2025Q1: 1,106,609 shares; 2025Q2: 989,465 shares; 2025Q3: 961,941 shares 961,941 $70.6M 0.15% -27,524 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,971 shares; 2024Q4: 220,453 shares; 2025Q1: 243,315 shares; 2025Q2: 312,618 shares; 2025Q3: 344,377 shares 344,377 $70.5M 0.15% +31,759 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212,515 shares; 2024Q4: 1,948,457 shares; 2025Q1: 1,904,975 shares; 2025Q2: 1,382,531 shares; 2025Q3: 1,499,946 shares 1,499,946 $70.2M 0.15% +117,415 Timeline BKLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593,532 shares; 2024Q4: 2,146,237 shares; 2025Q1: 2,687,294 shares; 2025Q2: 3,048,920 shares; 2025Q3: 3,312,155 shares 3,312,155 $69.3M 0.15% +263,235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,114 shares; 2024Q4: 457,691 shares; 2025Q1: 458,765 shares; 2025Q2: 508,221 shares; 2025Q3: 407,258 shares 407,258 $69M 0.15% -100,963 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,558 shares; 2024Q4: 604,376 shares; 2025Q1: 604,336 shares; 2025Q2: 652,573 shares; 2025Q3: 671,488 shares 671,488 $67.5M 0.14% +18,915 Timeline BBUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,913 shares; 2024Q4: 514,723 shares; 2025Q1: 518,070 shares; 2025Q2: 465,258 shares; 2025Q3: 548,106 shares 548,106 $66.1M 0.14% +82,848 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,039 shares; 2024Q4: 538,813 shares; 2025Q1: 546,158 shares; 2025Q2: 665,170 shares; 2025Q3: 787,830 shares 787,830 $64.2M 0.14% +122,660 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,426 shares; 2024Q4: 1,109,860 shares; 2025Q1: 1,163,225 shares; 2025Q2: 1,216,907 shares; 2025Q3: 1,251,194 shares 1,251,194 $63.7M 0.14% +34,287 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,125 shares; 2024Q4: 21,690 shares; 2025Q1: 59,047 shares; 2025Q2: 66,532 shares; 2025Q3: 85,174 shares 85,174 $63.6M 0.14% +18,642 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,674 shares; 2024Q4: 558,986 shares; 2025Q1: 461,562 shares; 2025Q2: 669,883 shares; 2025Q3: 535,157 shares 535,157 $63.3M 0.14% -134,726 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,005 shares; 2024Q4: 666,440 shares; 2025Q1: 658,876 shares; 2025Q2: 644,813 shares; 2025Q3: 655,939 shares 655,939 $62.8M 0.13% +11,126 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699,263 shares; 2024Q4: 3,653,112 shares; 2025Q1: 2,038,984 shares; 2025Q2: 2,234,608 shares; 2025Q3: 2,428,467 shares 2,428,467 $61.9M 0.13% +193,859 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,191 shares; 2024Q4: 1,767,127 shares; 2025Q1: 1,876,516 shares; 2025Q2: 2,259,428 shares; 2025Q3: 2,358,651 shares 2,358,651 $60.4M 0.13% +99,223 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,571 shares; 2024Q4: 293,970 shares; 2025Q1: 175,968 shares; 2025Q2: 202,907 shares; 2025Q3: 213,793 shares 213,793 $60.3M 0.13% +10,886 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332,379 shares; 2024Q4: 1,315,142 shares; 2025Q1: 1,275,121 shares; 2025Q2: 1,279,350 shares; 2025Q3: 1,246,037 shares 1,246,037 $60M 0.13% -33,313 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,179 shares; 2024Q4: 498,472 shares; 2025Q1: 497,689 shares; 2025Q2: 512,209 shares; 2025Q3: 490,771 shares 490,771 $59.1M 0.13% -21,438 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 51,033 shares; 2025Q1: 54,167 shares; 2025Q2: 144,651 shares; 2025Q3: 207,724 shares 207,724 $58.4M 0.13% +63,073 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191,460 shares; 2024Q4: 1,225,923 shares; 2025Q1: 1,249,996 shares; 2025Q2: 1,340,503 shares; 2025Q3: 1,355,674 shares 1,355,674 $57.2M 0.12% +15,171 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,165 shares; 2024Q4: 392,564 shares; 2025Q1: 306,635 shares; 2025Q2: 1,019,284 shares; 2025Q3: 1,052,337 shares 1,052,337 $57M 0.12% +33,053 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,981 shares; 2024Q4: 1,548,166 shares; 2025Q1: 2,278,210 shares; 2025Q2: 1,957,871 shares; 2025Q3: 2,045,996 shares 2,045,996 $55.1M 0.12% +88,125 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: 121,065 shares; 2025Q2: 2,064,352 shares; 2025Q3: 1,907,443 shares 1,907,443 $55.1M 0.12% -156,909 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,557 shares; 2024Q4: 135,936 shares; 2025Q1: 139,891 shares; 2025Q2: 132,975 shares; 2025Q3: 153,961 shares 153,961 $53.2M 0.11% +20,986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,483 shares; 2024Q4: 526,562 shares; 2025Q1: 627,352 shares; 2025Q2: 676,720 shares; 2025Q3: 725,154 shares 725,154 $52.8M 0.11% +48,434 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,238 shares; 2024Q4: 491,726 shares; 2025Q1: 470,538 shares; 2025Q2: 509,139 shares; 2025Q3: 511,934 shares 511,934 $52.5M 0.11% +2,795 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146,560 shares; 2024Q4: 1,586,001 shares; 2025Q1: 1,215,450 shares; 2025Q2: 1,128,129 shares; 2025Q3: 975,285 shares 975,285 $52.5M 0.11% -152,844 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,206,720 shares; 2025Q1: 1,084,192 shares; 2025Q2: 1,100,147 shares; 2025Q3: 1,050,718 shares 1,050,718 $51.5M 0.11% -49,429 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,101 shares; 2024Q4: 760,920 shares; 2025Q1: 783,185 shares; 2025Q2: 827,090 shares; 2025Q3: 776,847 shares 776,847 $51.3M 0.11% -50,243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,001 shares; 2024Q4: 386,148 shares; 2025Q1: 533,803 shares; 2025Q2: 602,955 shares; 2025Q3: 678,558 shares 678,558 $51.2M 0.11% +75,603 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,631 shares; 2024Q4: 42,302 shares; 2025Q1: 47,148 shares; 2025Q2: 56,021 shares; 2025Q3: 54,058 shares 54,058 $50M 0.11% -1,963 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,948 shares; 2024Q4: 458,644 shares; 2025Q1: 457,520 shares; 2025Q2: 474,360 shares; 2025Q3: 510,521 shares 510,521 $50M 0.11% +36,161 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,094 shares; 2024Q4: 49,016 shares; 2025Q1: 49,262 shares; 2025Q2: 49,618 shares; 2025Q3: 53,005 shares 53,005 $48.8M 0.1% +3,387 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239 shares; 2025Q1: 1,094,671 shares; 2025Q2: 2,042,147 shares; 2025Q3: 1,956,324 shares 1,956,324 $48.6M 0.1% -85,823 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 1,261 shares; 2025Q1: 1,297 shares; 2025Q2: 7,662 shares; 2025Q3: 576,099 shares 576,099 $48.6M 0.1% +568,437 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121,853 shares; 2024Q4: 835,225 shares; 2025Q1: 808,939 shares; 2025Q2: 820,634 shares; 2025Q3: 669,927 shares 669,927 $47.8M 0.1% -150,707 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,432 shares; 2024Q4: 1,027,491 shares; 2025Q1: 132,234 shares; 2025Q2: 127,979 shares; 2025Q3: 1,674,152 shares 1,674,152 $47.5M 0.1% +1,546,173 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,285 shares; 2024Q4: 136,472 shares; 2025Q1: 139,241 shares; 2025Q2: 153,471 shares; 2025Q3: 136,998 shares 136,998 $47.5M 0.1% -16,473 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109,985 shares; 2024Q4: 1,037,983 shares; 2025Q1: 679,512 shares; 2025Q2: 332,131 shares; 2025Q3: 473,068 shares 473,068 $47.4M 0.1% +140,937 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,501 shares; 2024Q4: 287,261 shares; 2025Q1: 319,454 shares; 2025Q2: 418,265 shares; 2025Q3: 493,213 shares 493,213 $47M 0.1% +74,948 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,095 shares; 2024Q4: 67,093 shares; 2025Q1: 61,565 shares; 2025Q2: 66,535 shares; 2025Q3: 68,347 shares 68,347 $46.7M 0.1% +1,812 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,774 shares; 2024Q4: 1,221,382 shares; 2025Q1: 1,237,218 shares; 2025Q2: 696,320 shares; 2025Q3: 638,226 shares 638,226 $46.2M 0.1% -58,094 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827,701 shares; 2024Q4: 849,276 shares; 2025Q1: 1,070,893 shares; 2025Q2: 1,196,423 shares; 2025Q3: 1,128,765 shares 1,128,765 $46M 0.1% -67,658 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,996 shares; 2024Q4: 265,682 shares; 2025Q1: 268,940 shares; 2025Q2: 319,908 shares; 2025Q3: 358,151 shares 358,151 $45.9M 0.1% +38,243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,114 shares; 2024Q4: 385,074 shares; 2025Q1: 578,610 shares; 2025Q2: 460,930 shares; 2025Q3: 807,278 shares 807,278 $45.9M 0.1% +346,348 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,802 shares; 2024Q4: 901,650 shares; 2025Q1: 976,603 shares; 2025Q2: 1,041,533 shares; 2025Q3: 1,144,482 shares 1,144,482 $45.4M 0.1% +102,949 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,614 shares; 2024Q4: 380,620 shares; 2025Q1: 369,666 shares; 2025Q2: 372,540 shares; 2025Q3: 369,268 shares 369,268 $45.3M 0.1% -3,272 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,441 shares; 2024Q4: 313,060 shares; 2025Q1: 334,516 shares; 2025Q2: 346,674 shares; 2025Q3: 356,941 shares 356,941 $45M 0.1% +10,267 Timeline BBCA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,609 shares; 2024Q4: 753,449 shares; 2025Q1: 744,075 shares; 2025Q2: 529,331 shares; 2025Q3: 507,656 shares 507,656 $44.3M 0.09% -21,675 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,077 shares; 2024Q4: 206,572 shares; 2025Q1: 234,377 shares; 2025Q2: 513,119 shares; 2025Q3: 520,379 shares 520,379 $44.1M 0.09% +7,260 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,276 shares; 2024Q4: 576,597 shares; 2025Q1: 564,824 shares; 2025Q2: 1,118,080 shares; 2025Q3: 1,164,496 shares 1,164,496 $43.2M 0.09% +46,416 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,375 shares; 2024Q4: 171,103 shares; 2025Q1: 181,326 shares; 2025Q2: 227,537 shares; 2025Q3: 257,331 shares 257,331 $43.1M 0.09% +29,794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736,336 shares; 2024Q4: 766,152 shares; 2025Q1: 798,543 shares; 2025Q2: 822,502 shares; 2025Q3: 849,725 shares 849,725 $43M 0.09% +27,223 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878,415 shares; 2024Q4: 951,297 shares; 2025Q1: 1,056,068 shares; 2025Q2: 1,027,237 shares; 2025Q3: 826,879 shares 826,879 $42.7M 0.09% -200,358 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,769 shares; 2024Q4: 25,414 shares; 2025Q1: 27,366 shares; 2025Q2: 32,716 shares; 2025Q3: 35,279 shares 35,279 $42.3M 0.09% +2,563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,888 shares; 2024Q4: 51,180 shares; 2025Q1: 70,378 shares; 2025Q2: 151,172 shares; 2025Q3: 225,967 shares 225,967 $42.3M 0.09% +74,795 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,713 shares; 2024Q4: 42,595 shares; 2025Q1: 44,978 shares; 2025Q2: 52,218 shares; 2025Q3: 55,360 shares 55,360 $42.2M 0.09% +3,142 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,683 shares; 2024Q4: 371,606 shares; 2025Q1: 363,664 shares; 2025Q2: 499,236 shares; 2025Q3: 302,501 shares 302,501 $42.1M 0.09% -196,735 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,165 shares; 2024Q4: 549,038 shares; 2025Q1: 533,155 shares; 2025Q2: 1,469,596 shares; 2025Q3: 1,459,955 shares 1,459,955 $42M 0.09% -9,641 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,821 shares; 2024Q4: 1,284,657 shares; 2025Q1: 1,316,923 shares; 2025Q2: 1,335,023 shares; 2025Q3: 1,403,520 shares 1,403,520 $41.6M 0.09% +68,497 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 416,586 shares; 2025Q1: 427,225 shares; 2025Q2: 615,292 shares; 2025Q3: 570,477 shares 570,477 $41.1M 0.09% -44,815 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246,117 shares; 2025Q1: 218,716 shares; 2025Q2: 274,482 shares; 2025Q3: 281,809 shares 281,809 $41.1M 0.09% +7,327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,970 shares; 2024Q4: 189,285 shares; 2025Q1: 185,759 shares; 2025Q2: 116,837 shares; 2025Q3: 113,434 shares 113,434 $39.8M 0.09% -3,403 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 176,940 shares; 2025Q1: 167,923 shares; 2025Q2: 604,184 shares; 2025Q3: 658,039 shares 658,039 $39.5M 0.08% +53,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,580 shares; 2024Q4: 21,032 shares; 2025Q1: 23,335 shares; 2025Q2: 373,697 shares; 2025Q3: 359,760 shares 359,760 $38.8M 0.08% -13,937 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,922 shares; 2024Q4: 585,627 shares; 2025Q1: 593,746 shares; 2025Q2: 594,440 shares; 2025Q3: 576,253 shares 576,253 $38.6M 0.08% -18,187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 347,715 shares; 2025Q1: 368,643 shares; 2025Q2: 269,937 shares; 2025Q3: 284,257 shares 284,257 $38.1M 0.08% +14,320 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,775 shares; 2024Q4: 763,156 shares; 2025Q1: 802,853 shares; 2025Q2: 852,157 shares; 2025Q3: 955,029 shares 955,029 $37.8M 0.08% +102,872 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,940 shares; 2024Q4: 432,470 shares; 2025Q1: 411,591 shares; 2025Q2: 441,616 shares; 2025Q3: 415,716 shares 415,716 $37.4M 0.08% -25,900 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455,570 shares; 2024Q4: 1,451,756 shares; 2025Q1: 1,516,233 shares; 2025Q2: 1,564,779 shares; 2025Q3: 1,658,965 shares 1,658,965 $37.2M 0.08% +94,186 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,337 shares; 2024Q4: 174,240 shares; 2025Q1: 187,934 shares; 2025Q2: 186,379 shares; 2025Q3: 156,862 shares 156,862 $37.2M 0.08% -29,517 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 10,636 shares; 2025Q1: 4,476 shares; 2025Q2: 7,385 shares; 2025Q3: 55,295 shares 55,295 $36.8M 0.08% +47,910 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,828 shares; 2024Q4: 211,814 shares; 2025Q1: 224,547 shares; 2025Q2: 250,702 shares; 2025Q3: 256,638 shares 256,638 $36.7M 0.08% +5,936 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,051 shares; 2024Q4: 312,142 shares; 2025Q1: 314,887 shares; 2025Q2: 102,939 shares; 2025Q3: 120,813 shares 120,813 $36.3M 0.08% +17,874 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509,795 shares; 2024Q4: 1,515,103 shares; 2025Q1: 1,496,267 shares; 2025Q2: 707,477 shares; 2025Q3: 704,869 shares 704,869 $35.7M 0.08% -2,608 Timeline JGLO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803,357 shares; 2024Q4: 794,532 shares; 2025Q1: 770,008 shares; 2025Q2: 759,809 shares; 2025Q3: 526,067 shares 526,067 $35.7M 0.08% -233,742 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,174 shares; 2024Q4: 78,520 shares; 2025Q1: 83,100 shares; 2025Q2: 114,299 shares; 2025Q3: 129,605 shares 129,605 $35.3M 0.08% +15,306 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,071 shares; 2024Q4: 79,865 shares; 2025Q1: 85,297 shares; 2025Q2: 92,391 shares; 2025Q3: 89,850 shares 89,850 $35.2M 0.08% -2,541 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 32,649 shares; 2025Q1: 33,903 shares; 2025Q2: 33,645 shares; 2025Q3: 36,347 shares 36,347 $35.2M 0.08% +2,702 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,944 shares; 2024Q4: 211,329 shares; 2025Q1: 153,514 shares; 2025Q2: 139,967 shares; 2025Q3: 146,633 shares 146,633 $35.1M 0.08% +6,666 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,003 shares; 2024Q4: 454,267 shares; 2025Q1: 450,651 shares; 2025Q2: 523,748 shares; 2025Q3: 559,288 shares 559,288 $35.1M 0.08% +35,540 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,778 shares; 2024Q4: 140,943 shares; 2025Q1: 72,599 shares; 2025Q2: 162,846 shares; 2025Q3: 168,599 shares 168,599 $34.9M 0.07% +5,753 Timeline JFLX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687,643 shares 687,643 $34.5M 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,390 shares; 2024Q4: 575,697 shares; 2025Q1: 573,853 shares; 2025Q2: 643,491 shares; 2025Q3: 682,951 shares 682,951 $34.4M 0.07% +39,460 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,852 shares; 2024Q4: 1,049,269 shares; 2025Q1: 1,059,684 shares; 2025Q2: 616,360 shares; 2025Q3: 679,124 shares 679,124 $34.1M 0.07% +62,764 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,180 shares; 2024Q4: 133,070 shares; 2025Q1: 263,957 shares; 2025Q2: 305,740 shares; 2025Q3: 328,072 shares 328,072 $33.8M 0.07% +22,332 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 56 shares; 2025Q1: 28 shares; 2025Q2: 63,748 shares; 2025Q3: 716,978 shares 716,978 $33.6M 0.07% +653,230 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,834 shares; 2024Q4: 188,975 shares; 2025Q1: 197,196 shares; 2025Q2: 208,759 shares; 2025Q3: 205,503 shares 205,503 $33.6M 0.07% -3,256 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 10,536 shares; 2025Q1: 29,994 shares; 2025Q2: 36,675 shares; 2025Q3: 63,795 shares 63,795 $33.4M 0.07% +27,120 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,473 shares; 2024Q4: 343,134 shares; 2025Q1: 420,810 shares; 2025Q2: 686,520 shares; 2025Q3: 425,393 shares 425,393 $33.3M 0.07% -261,127 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 202,701 shares; 2025Q1: 249,291 shares; 2025Q2: 499,272 shares; 2025Q3: 658,436 shares 658,436 $33.2M 0.07% +159,164 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401,491 shares; 2024Q4: 1,369,681 shares; 2025Q1: 1,331,081 shares; 2025Q2: 1,278,892 shares; 2025Q3: 1,232,545 shares 1,232,545 $33.1M 0.07% -46,347 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,754 shares; 2024Q4: 267,000 shares; 2025Q1: 287,597 shares; 2025Q2: 360,466 shares; 2025Q3: 348,868 shares 348,868 $33M 0.07% -11,598 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,427 shares; 2024Q4: 33,804 shares; 2025Q1: 52,955 shares; 2025Q2: 64,785 shares; 2025Q3: 51,251 shares 51,251 $32.7M 0.07% -13,534 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,302 shares; 2024Q4: 79,386 shares; 2025Q1: 89,563 shares; 2025Q2: 108,363 shares; 2025Q3: 131,980 shares 131,980 $32.4M 0.07% +23,617 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,205 shares; 2024Q4: 85,456 shares; 2025Q1: 70,518 shares; 2025Q2: 88,599 shares; 2025Q3: 108,294 shares 108,294 $32.3M 0.07% +19,695 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 139,247 shares; 2025Q1: 155,875 shares; 2025Q2: 235,902 shares; 2025Q3: 277,129 shares 277,129 $31.7M 0.07% +41,227 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,108 shares; 2024Q4: 68,777 shares; 2025Q1: 67,719 shares; 2025Q2: 75,349 shares; 2025Q3: 92,678 shares 92,678 $31.6M 0.07% +17,329 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,459 shares; 2024Q4: 230,816 shares; 2025Q1: 224,260 shares; 2025Q2: 223,334 shares; 2025Q3: 220,547 shares 220,547 $31.3M 0.07% -2,787 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,695 shares; 2024Q4: 183,590 shares; 2025Q1: 196,188 shares; 2025Q2: 211,500 shares; 2025Q3: 216,530 shares 216,530 $31.3M 0.07% +5,030 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,848 shares; 2024Q4: 690,438 shares; 2025Q1: 685,579 shares; 2025Q2: 668,180 shares; 2025Q3: 686,129 shares 686,129 $31.3M 0.07% +17,949 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 661,080 shares; 2025Q1: 582,201 shares; 2025Q2: 2,321 shares; 2025Q3: 477,685 shares 477,685 $30.9M 0.07% +475,364 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,166 shares; 2024Q4: 345,794 shares; 2025Q1: 311,482 shares; 2025Q2: 301,816 shares; 2025Q3: 287,030 shares 287,030 $30.8M 0.07% -14,786 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,114 shares; 2024Q4: 120,978 shares; 2025Q1: 144,274 shares; 2025Q2: 187,236 shares; 2025Q3: 299,579 shares 299,579 $30.4M 0.07% +112,343 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,658 shares; 2024Q4: 55,114 shares; 2025Q1: 60,803 shares; 2025Q2: 66,117 shares; 2025Q3: 63,604 shares 63,604 $30.2M 0.06% -2,513 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,687 shares; 2025Q3: 971,546 shares 971,546 $29.9M 0.06% +928,859 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,120 shares; 2024Q4: 84,510 shares; 2025Q1: 93,440 shares; 2025Q2: 182,916 shares; 2025Q3: 200,168 shares 200,168 $29.7M 0.06% +17,252 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,054 shares; 2024Q4: 221,953 shares; 2025Q1: 83,607 shares; 2025Q2: 131,839 shares; 2025Q3: 183,528 shares 183,528 $29.7M 0.06% +51,689 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,026 shares; 2024Q4: 758,066 shares; 2025Q1: 796,188 shares; 2025Q2: 797,777 shares; 2025Q3: 705,284 shares 705,284 $29.6M 0.06% -92,493 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,857 shares; 2024Q4: 765,126 shares; 2025Q1: 831,795 shares; 2025Q2: 898,643 shares; 2025Q3: 1,082,258 shares 1,082,258 $29.5M 0.06% +183,615 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,405 shares; 2024Q4: 253,624 shares; 2025Q1: 221,832 shares; 2025Q2: 357,329 shares; 2025Q3: 553,703 shares 553,703 $29.5M 0.06% +196,374 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,391 shares; 2024Q4: 795,127 shares; 2025Q1: 777,574 shares; 2025Q2: 419,051 shares; 2025Q3: 335,547 shares 335,547 $29.5M 0.06% -83,504 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,659 shares; 2024Q4: 123,516 shares; 2025Q1: 127,059 shares; 2025Q2: 132,373 shares; 2025Q3: 125,642 shares 125,642 $29.4M 0.06% -6,731 Timeline BBIN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,755 shares; 2024Q4: 334,823 shares; 2025Q1: 292,841 shares; 2025Q2: 328,196 shares; 2025Q3: 416,896 shares 416,896 $29.2M 0.06% +88,700 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,471 shares; 2024Q4: 317,794 shares; 2025Q1: 286,165 shares; 2025Q2: 409,271 shares; 2025Q3: 433,473 shares 433,473 $29.2M 0.06% +24,202 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,347 shares; 2024Q4: 179,472 shares; 2025Q1: 195,160 shares; 2025Q2: 284,012 shares; 2025Q3: 340,168 shares 340,168 $28.8M 0.06% +56,156 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,958 shares; 2025Q1: 16,553 shares; 2025Q2: 23,851 shares; 2025Q3: 24,560 shares 24,560 $28.6M 0.06% +709 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 77,172 shares; 2025Q1: 74,427 shares; 2025Q2: 464,986 shares; 2025Q3: 470,128 shares 470,128 $28.4M 0.06% +5,142 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,561 shares; 2024Q4: 135,108 shares; 2025Q1: 150,171 shares; 2025Q2: 208,294 shares; 2025Q3: 221,291 shares 221,291 $28.4M 0.06% +12,997 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,162 shares; 2024Q4: 154,234 shares; 2025Q1: 143,499 shares; 2025Q2: 532,418 shares; 2025Q3: 534,746 shares 534,746 $28.4M 0.06% +2,328 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 37,498 shares; 2025Q1: 41,764 shares; 2025Q2: 67,697 shares; 2025Q3: 86,775 shares 86,775 $28M 0.06% +19,078 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 78,592 shares; 2025Q1: 70,868 shares; 2025Q2: 291,184 shares; 2025Q3: 282,684 shares 282,684 $28M 0.06% -8,500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,458 shares; 2024Q4: 22,023 shares; 2025Q1: 35,142 shares; 2025Q2: 38,035 shares; 2025Q3: 36,760 shares 36,760 $27.9M 0.06% -1,275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,666 shares; 2024Q4: 330,537 shares; 2025Q1: 397,501 shares; 2025Q2: 438,545 shares; 2025Q3: 464,548 shares 464,548 $27.7M 0.06% +26,003 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 9,895 shares; 2025Q1: 15,871 shares; 2025Q2: 17,572 shares; 2025Q3: 34,231 shares 34,231 $27.3M 0.06% +16,659 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074,537 shares 1,074,537 $27.2M 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 92,088 shares; 2025Q1: 69,082 shares; 2025Q2: 403,260 shares; 2025Q3: 344,265 shares 344,265 $27.2M 0.06% -58,995 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373,679 shares; 2025Q3: 295,779 shares 295,779 $27.1M 0.06% -77,900 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 1,197 shares; 2025Q1: 1,254 shares; 2025Q2: 42,414 shares; 2025Q3: 522,548 shares 522,548 $26.8M 0.06% +480,134 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436,615 shares; 2025Q1: 929,203 shares; 2025Q2: 581,474 shares; 2025Q3: 931,544 shares 931,544 $26.7M 0.06% +350,070 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,025 shares; 2024Q4: 69,073 shares; 2025Q1: 74,337 shares; 2025Q2: 76,453 shares; 2025Q3: 79,015 shares 79,015 $26.2M 0.06% +2,562 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,595 shares; 2024Q4: 543,199 shares; 2025Q1: 544,487 shares; 2025Q2: 453,080 shares; 2025Q3: 450,153 shares 450,153 $26.2M 0.06% -2,927 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,859 shares; 2024Q4: 177,770 shares; 2025Q1: 184,060 shares; 2025Q2: 186,446 shares; 2025Q3: 188,817 shares 188,817 $26.1M 0.06% +2,371 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,747 shares; 2024Q4: 67,389 shares; 2025Q1: 62,466 shares; 2025Q2: 71,294 shares; 2025Q3: 92,116 shares 92,116 $26M 0.06% +20,822 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,904 shares; 2024Q4: 169,436 shares; 2025Q1: 140,275 shares; 2025Q2: 152,075 shares; 2025Q3: 165,663 shares 165,663 $25.7M 0.06% +13,588 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,131 shares; 2024Q4: 61,562 shares; 2025Q1: 80,961 shares; 2025Q2: 121,930 shares; 2025Q3: 103,901 shares 103,901 $25.7M 0.06% -18,029 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,283 shares; 2024Q4: 187,154 shares; 2025Q1: 160,625 shares; 2025Q2: 169,406 shares; 2025Q3: 161,249 shares 161,249 $25.6M 0.05% -8,157 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,351 shares; 2024Q4: 47,945 shares; 2025Q1: 49,303 shares; 2025Q2: 56,582 shares; 2025Q3: 62,757 shares 62,757 $25.4M 0.05% +6,175 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,049 shares; 2024Q4: 744,911 shares; 2025Q1: 822,047 shares; 2025Q2: 913,915 shares; 2025Q3: 1,057,436 shares 1,057,436 $25.3M 0.05% +143,521 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,782 shares; 2024Q4: 998,447 shares; 2025Q1: 986,131 shares; 2025Q2: 712,151 shares; 2025Q3: 690,282 shares 690,282 $25.2M 0.05% -21,869 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,616 shares; 2024Q4: 63,819 shares; 2025Q1: 84,238 shares; 2025Q2: 102,036 shares; 2025Q3: 117,823 shares 117,823 $25M 0.05% +15,787 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,501 shares; 2024Q4: 657,571 shares; 2025Q1: 640,405 shares; 2025Q2: 591,072 shares; 2025Q3: 583,243 shares 583,243 $24.9M 0.05% -7,829 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,554 shares; 2024Q4: 50,378 shares; 2025Q1: 50,282 shares; 2025Q2: 53,907 shares; 2025Q3: 55,521 shares 55,521 $24.8M 0.05% +1,614 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,499 shares; 2024Q4: 473,100 shares; 2025Q1: 480,544 shares; 2025Q2: 338,768 shares; 2025Q3: 322,731 shares 322,731 $24.7M 0.05% -16,037 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 861 shares; 2025Q3: 195,477 shares 195,477 $24.6M 0.05% +194,616 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,287 shares; 2024Q4: 439,175 shares; 2025Q1: 440,678 shares; 2025Q2: 442,486 shares; 2025Q3: 430,417 shares 430,417 $24.6M 0.05% -12,069 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 49,333 shares; 2025Q1: 51,453 shares; 2025Q2: 117,261 shares; 2025Q3: 129,189 shares 129,189 $24.5M 0.05% +11,928 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,509 shares; 2024Q4: 167,652 shares; 2025Q1: 166,972 shares; 2025Q2: 100,423 shares; 2025Q3: 105,319 shares 105,319 $24.4M 0.05% +4,896 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,020 shares; 2024Q4: 142,370 shares; 2025Q1: 158,441 shares; 2025Q2: 181,491 shares; 2025Q3: 181,207 shares 181,207 $24.3M 0.05% -284 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,229 shares; 2024Q4: 238,249 shares; 2025Q1: 264,263 shares; 2025Q2: 291,363 shares; 2025Q3: 310,383 shares 310,383 $23.8M 0.05% +19,020 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,431 shares; 2024Q4: 718,159 shares; 2025Q1: 726,980 shares; 2025Q2: 962,942 shares; 2025Q3: 949,160 shares 949,160 $23.6M 0.05% -13,782 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,943 shares; 2025Q3: 210,489 shares 210,489 $23.5M 0.05% +207,546 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,403 shares; 2024Q4: 280,311 shares; 2025Q1: 1,470,783 shares; 2025Q2: 409,431 shares; 2025Q3: 483,559 shares 483,559 $23.4M 0.05% +74,128 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 43,521 shares; 2025Q1: 35,650 shares; 2025Q2: 150,288 shares; 2025Q3: 124,422 shares 124,422 $23.4M 0.05% -25,866 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,979 shares; 2024Q4: 1,003,885 shares; 2025Q1: 838,313 shares; 2025Q2: 1,455,489 shares; 2025Q3: 789,710 shares 789,710 $23.2M 0.05% -665,779 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 33,787 shares; 2025Q1: 28,588 shares; 2025Q2: 58,193 shares; 2025Q3: 65,440 shares 65,440 $23.1M 0.05% +7,247 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,706 shares; 2024Q4: 212,006 shares; 2025Q1: 206,135 shares; 2025Q2: 254,383 shares; 2025Q3: 274,982 shares 274,982 $23M 0.05% +20,599 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,332 shares; 2024Q4: 265,827 shares; 2025Q1: 391,535 shares; 2025Q2: 411,662 shares; 2025Q3: 269,909 shares 269,909 $22.9M 0.05% -141,753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 15,486 shares; 2025Q1: 29,014 shares; 2025Q2: 40,567 shares; 2025Q3: 73,272 shares 73,272 $22.7M 0.05% +32,705 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,729 shares; 2024Q4: 397,511 shares; 2025Q1: 389,348 shares; 2025Q2: 401,301 shares; 2025Q3: 416,710 shares 416,710 $22.6M 0.05% +15,409 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 27 shares; 2025Q2: 44,530 shares; 2025Q3: 99,785 shares 99,785 $22.5M 0.05% +55,255 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,421 shares; 2024Q4: 79,161 shares; 2025Q1: 85,662 shares; 2025Q2: 109,402 shares; 2025Q3: 121,277 shares 121,277 $22.5M 0.05% +11,875 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 11,168 shares; 2025Q1: 108,030 shares; 2025Q2: 114,682 shares; 2025Q3: 125,578 shares 125,578 $22.4M 0.05% +10,896 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,235 shares; 2024Q4: 70,281 shares; 2025Q1: 70,820 shares; 2025Q2: 117,812 shares; 2025Q3: 229,780 shares 229,780 $21.9M 0.05% +111,968 Timeline XUDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820,785 shares; 2025Q3: 807,942 shares 807,942 $21.6M 0.05% -12,843 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,895 shares; 2024Q4: 120,478 shares; 2025Q1: 122,680 shares; 2025Q2: 189,400 shares; 2025Q3: 230,532 shares 230,532 $21.5M 0.05% +41,132 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,643 shares; 2024Q4: 259,371 shares; 2025Q1: 94,347 shares; 2025Q2: 80,105 shares; 2025Q3: 214,298 shares 214,298 $21.4M 0.05% +134,193 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,972 shares; 2024Q4: 272,646 shares; 2025Q1: 275,874 shares; 2025Q2: 267,559 shares; 2025Q3: 243,056 shares 243,056 $21.4M 0.05% -24,503 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,440 shares; 2024Q4: 430,889 shares; 2025Q1: 468,559 shares; 2025Q2: 365,685 shares; 2025Q3: 472,845 shares 472,845 $21.3M 0.05% +107,160 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 635 shares; 2025Q1: 116,431 shares; 2025Q2: 134,558 shares; 2025Q3: 146,573 shares 146,573 $21M 0.04% +12,015 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 11,450 shares; 2025Q1: 13,829 shares; 2025Q2: 20,382 shares; 2025Q3: 26,991 shares 26,991 $20.9M 0.04% +6,609 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,181 shares; 2024Q4: 83,413 shares; 2025Q1: 238,779 shares; 2025Q2: 274,467 shares; 2025Q3: 260,398 shares 260,398 $20.8M 0.04% -14,069 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 147,148 shares; 2025Q1: 126,732 shares; 2025Q2: 798,594 shares; 2025Q3: 805,112 shares 805,112 $20.7M 0.04% +6,518 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,406 shares; 2024Q4: 329,404 shares; 2025Q1: 358,976 shares; 2025Q2: 387,350 shares; 2025Q3: 362,301 shares 362,301 $20.7M 0.04% -25,049 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,568 shares; 2024Q4: 336,615 shares; 2025Q1: 344,886 shares; 2025Q2: 216,501 shares; 2025Q3: 206,576 shares 206,576 $20.3M 0.04% -9,925 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 58,824 shares; 2025Q1: 70,961 shares; 2025Q2: 142,655 shares; 2025Q3: 184,128 shares 184,128 $20.1M 0.04% +41,473 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,163 shares; 2024Q4: 103,128 shares; 2025Q1: 124,267 shares; 2025Q2: 149,787 shares; 2025Q3: 406,088 shares 406,088 $20.1M 0.04% +256,301 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 30,986 shares; 2025Q1: 31,391 shares; 2025Q2: 26,954 shares; 2025Q3: 28,724 shares 28,724 $20M 0.04% +1,770 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,006 shares; 2024Q4: 76,542 shares; 2025Q1: 76,302 shares; 2025Q2: 80,204 shares; 2025Q3: 78,717 shares 78,717 $20M 0.04% -1,487 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 1,191 shares; 2025Q1: 10,421 shares; 2025Q2: 42,193 shares; 2025Q3: 109,179 shares 109,179 $19.9M 0.04% +66,986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,065 shares; 2024Q4: 152,901 shares; 2025Q1: 175,330 shares; 2025Q2: 249,065 shares; 2025Q3: 299,238 shares 299,238 $19.8M 0.04% +50,173 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,224 shares; 2024Q4: 57,192 shares; 2025Q1: 58,251 shares; 2025Q2: 70,279 shares; 2025Q3: 69,032 shares 69,032 $19.8M 0.04% -1,247 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967,933 shares; 2024Q4: 1,163,819 shares; 2025Q1: 1,312,174 shares; 2025Q2: 2,385,171 shares; 2025Q3: 761,463 shares 761,463 $19.7M 0.04% -1,623,708 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,631 shares; 2024Q4: 42,158 shares; 2025Q1: 51,418 shares; 2025Q2: 53,908 shares; 2025Q3: 100,163 shares 100,163 $19.6M 0.04% +46,255 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,740 shares; 2024Q4: 217,873 shares; 2025Q1: 239,197 shares; 2025Q2: 272,105 shares; 2025Q3: 573,593 shares 573,593 $19.6M 0.04% +301,488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,998 shares; 2024Q4: 95,495 shares; 2025Q1: 105,988 shares; 2025Q2: 149,345 shares; 2025Q3: 170,870 shares 170,870 $19.6M 0.04% +21,525 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,538 shares; 2024Q4: 458,258 shares; 2025Q1: 504,685 shares; 2025Q2: 570,731 shares; 2025Q3: 498,450 shares 498,450 $19.5M 0.04% -72,281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 20,860 shares; 2025Q1: 19,612 shares; 2025Q2: 20,581 shares; 2025Q3: 21,191 shares 21,191 $19.5M 0.04% +610 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,040 shares; 2025Q1: 8,341 shares; 2025Q2: 680,156 shares; 2025Q3: 790,518 shares 790,518 $19.4M 0.04% +110,362 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,960 shares; 2024Q4: 572,057 shares; 2025Q1: 594,906 shares; 2025Q2: 638,136 shares; 2025Q3: 620,473 shares 620,473 $19.3M 0.04% -17,663 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,136 shares; 2024Q4: 176,312 shares; 2025Q1: 170,540 shares; 2025Q2: 177,795 shares; 2025Q3: 609,036 shares 609,036 $19.3M 0.04% +431,241 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 152,902 shares; 2025Q1: 175,159 shares; 2025Q2: 332,799 shares; 2025Q3: 421,424 shares 421,424 $18.9M 0.04% +88,625 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,760 shares; 2024Q4: 200,964 shares; 2025Q1: 201,755 shares; 2025Q2: 214,649 shares; 2025Q3: 387,420 shares 387,420 $18.9M 0.04% +172,771 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,632 shares; 2024Q4: 74,793 shares; 2025Q1: 83,876 shares; 2025Q2: 107,202 shares; 2025Q3: 110,317 shares 110,317 $18.8M 0.04% +3,115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,201 shares; 2024Q4: 281,320 shares; 2025Q1: 225,966 shares; 2025Q2: 95,264 shares; 2025Q3: 102,040 shares 102,040 $18.7M 0.04% +6,776 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,992 shares; 2024Q4: 573,668 shares; 2025Q1: 541,253 shares; 2025Q2: 497,297 shares; 2025Q3: 465,116 shares 465,116 $18.7M 0.04% -32,181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,626 shares; 2024Q4: 352,884 shares; 2025Q1: 328,883 shares; 2025Q2: 180,414 shares; 2025Q3: 273,950 shares 273,950 $18.3M 0.04% +93,536 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,229 shares; 2024Q4: 303,144 shares; 2025Q1: 305,010 shares; 2025Q2: 295,098 shares; 2025Q3: 283,333 shares 283,333 $18.2M 0.04% -11,765 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,357 shares; 2024Q4: 362,601 shares; 2025Q1: 376,043 shares; 2025Q2: 386,442 shares; 2025Q3: 392,923 shares 392,923 $18.2M 0.04% +6,481 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,228 shares; 2024Q4: 157,527 shares; 2025Q1: 161,877 shares; 2025Q2: 89,260 shares; 2025Q3: 89,040 shares 89,040 $18.1M 0.04% -220 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 14,770 shares; 2025Q1: 19,785 shares; 2025Q2: 75,767 shares; 2025Q3: 92,914 shares 92,914 $17.9M 0.04% +17,147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,056 shares; 2024Q4: 254,196 shares; 2025Q1: 47,250 shares; 2025Q2: 60,925 shares; 2025Q3: 61,809 shares 61,809 $17.8M 0.04% +884 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,628 shares; 2024Q4: 175,944 shares; 2025Q1: 195,421 shares; 2025Q2: 309,901 shares; 2025Q3: 411,673 shares 411,673 $17.7M 0.04% +101,772 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,766 shares; 2024Q4: 883,971 shares; 2025Q1: 825,070 shares; 2025Q2: 1,037,313 shares; 2025Q3: 184,561 shares 184,561 $17.6M 0.04% -852,752 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,673 shares; 2024Q4: 266,134 shares; 2025Q1: 277,265 shares; 2025Q2: 282,713 shares; 2025Q3: 506,568 shares 506,568 $17.6M 0.04% +223,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,633 shares; 2024Q4: 33,624 shares; 2025Q1: 21,964 shares; 2025Q2: 25,893 shares; 2025Q3: 27,841 shares 27,841 $17.5M 0.04% +1,948 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,863 shares; 2024Q4: 61,730 shares; 2025Q1: 61,054 shares; 2025Q2: 61,476 shares; 2025Q3: 49,364 shares 49,364 $17.5M 0.04% -12,112 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,537 shares; 2024Q4: 69,434 shares; 2025Q1: 75,987 shares; 2025Q2: 183,000 shares; 2025Q3: 265,518 shares 265,518 $17.5M 0.04% +82,518 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,780 shares; 2024Q4: 56,108 shares; 2025Q1: 61,619 shares; 2025Q2: 97,365 shares; 2025Q3: 124,482 shares 124,482 $17.5M 0.04% +27,117 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,780 shares; 2024Q4: 39,617 shares; 2025Q1: 51,037 shares; 2025Q2: 61,857 shares; 2025Q3: 166,060 shares 166,060 $17.4M 0.04% +104,203 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,417 shares; 2024Q4: 382,260 shares; 2025Q1: 383,602 shares; 2025Q2: 386,617 shares; 2025Q3: 377,979 shares 377,979 $17.4M 0.04% -8,638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177,364 shares; 2024Q4: 296,870 shares; 2025Q1: 57,090 shares; 2025Q2: 127,417 shares; 2025Q3: 156,118 shares 156,118 $17.3M 0.04% +28,701 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 23,593 shares; 2025Q1: 32,820 shares; 2025Q2: 79,376 shares; 2025Q3: 97,541 shares 97,541 $17.3M 0.04% +18,165 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,553 shares; 2024Q4: 443,185 shares; 2025Q1: 449,838 shares; 2025Q2: 469,229 shares; 2025Q3: 480,215 shares 480,215 $17.2M 0.04% +10,986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 72,035 shares; 2025Q1: 53,720 shares; 2025Q2: 313,826 shares; 2025Q3: 340,441 shares 340,441 $17M 0.04% +26,615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,918 shares; 2024Q4: 33,265 shares; 2025Q1: 37,861 shares; 2025Q2: 42,513 shares; 2025Q3: 45,430 shares 45,430 $17M 0.04% +2,917 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,124 shares; 2024Q4: 32,199 shares; 2025Q1: 35,002 shares; 2025Q2: 34,097 shares; 2025Q3: 37,048 shares 37,048 $16.9M 0.04% +2,951 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,375 shares; 2024Q4: 179,583 shares; 2025Q1: 189,597 shares; 2025Q2: 285,816 shares; 2025Q3: 357,172 shares 357,172 $16.9M 0.04% +71,356 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,349 shares; 2024Q4: 61,659 shares; 2025Q1: 61,514 shares; 2025Q2: 60,891 shares; 2025Q3: 62,884 shares 62,884 $16.8M 0.04% +1,993 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,866 shares; 2024Q4: 28,374 shares; 2025Q1: 27,535 shares; 2025Q2: 27,598 shares; 2025Q3: 27,894 shares 27,894 $16.7M 0.04% +296 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,499 shares; 2024Q4: 54,803 shares; 2025Q1: 55,456 shares; 2025Q2: 60,582 shares; 2025Q3: 65,392 shares 65,392 $16.4M 0.04% +4,810 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,994 shares; 2024Q4: 53,691 shares; 2025Q1: 50,816 shares; 2025Q2: 112,750 shares; 2025Q3: 135,236 shares 135,236 $16.4M 0.04% +22,486 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: 14,409 shares; 2025Q1: 17,542 shares; 2025Q2: 21,780 shares; 2025Q3: 50,007 shares 50,007 $16.3M 0.03% +28,227 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,402 shares; 2024Q4: 819,108 shares; 2025Q1: 811,999 shares; 2025Q2: 845,138 shares; 2025Q3: 839,836 shares 839,836 $16.3M 0.03% -5,302 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,376 shares; 2024Q4: 140,584 shares; 2025Q1: 151,200 shares; 2025Q2: 188,912 shares; 2025Q3: 367,501 shares 367,501 $16.1M 0.03% +178,589 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,929 shares; 2024Q4: 121,229 shares; 2025Q1: 131,203 shares; 2025Q2: 149,419 shares; 2025Q3: 133,503 shares 133,503 $16.1M 0.03% -15,916 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,533 shares; 2024Q4: 406,869 shares; 2025Q1: 403,652 shares; 2025Q2: 337,654 shares; 2025Q3: 335,038 shares 335,038 $16.1M 0.03% -2,616 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,842 shares; 2024Q4: 137,792 shares; 2025Q1: 148,464 shares; 2025Q2: 159,187 shares; 2025Q3: 161,148 shares 161,148 $15.9M 0.03% +1,961 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,637 shares; 2024Q4: 13,422 shares; 2025Q1: 18,328 shares; 2025Q2: 19,406 shares; 2025Q3: 21,870 shares 21,870 $15.7M 0.03% +2,464 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,795 shares; 2024Q4: 75,149 shares; 2025Q1: 101,903 shares; 2025Q2: 277,379 shares; 2025Q3: 363,460 shares 363,460 $15.7M 0.03% +86,081 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,647 shares; 2024Q4: 17,849 shares; 2025Q1: 18,357 shares; 2025Q2: 25,615 shares; 2025Q3: 25,499 shares 25,499 $15.5M 0.03% -116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,506 shares; 2024Q4: 185,543 shares; 2025Q1: 181,849 shares; 2025Q2: 201,809 shares; 2025Q3: 205,497 shares 205,497 $15.5M 0.03% +3,688 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,101 shares; 2024Q4: 77,150 shares; 2025Q1: 100,610 shares; 2025Q2: 177,496 shares; 2025Q3: 261,392 shares 261,392 $15.5M 0.03% +83,896 FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,397 shares; 2024Q4: 45,005 shares; 2025Q1: 55,788 shares; 2025Q2: 65,079 shares; 2025Q3: 148,075 shares 148,075 $15.2M 0.03% +82,996 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,334 shares; 2025Q3: 534,638 shares 534,638 $15.2M 0.03% +497,304 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,188 shares; 2024Q4: 265,851 shares; 2025Q1: 258,444 shares; 2025Q2: 280,704 shares; 2025Q3: 279,149 shares 279,149 $15.1M 0.03% -1,555 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,340 shares; 2024Q4: 41,877 shares; 2025Q1: 42,678 shares; 2025Q2: 41,886 shares; 2025Q3: 45,150 shares 45,150 $14.9M 0.03% +3,264 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,921 shares; 2024Q4: 37,900 shares; 2025Q1: 38,063 shares; 2025Q2: 23,231 shares; 2025Q3: 30,631 shares 30,631 $14.9M 0.03% +7,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,176 shares; 2024Q4: 166,895 shares; 2025Q1: 157,713 shares; 2025Q2: 154,435 shares; 2025Q3: 176,918 shares 176,918 $14.8M 0.03% +22,483 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,070 shares; 2024Q4: 68,073 shares; 2025Q1: 69,072 shares; 2025Q2: 45,535 shares; 2025Q3: 48,812 shares 48,812 $14.8M 0.03% +3,277 Timeline LMBS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,189 shares; 2024Q4: 200,187 shares; 2025Q1: 226,186 shares; 2025Q2: 252,052 shares; 2025Q3: 297,522 shares 297,522 $14.8M 0.03% +45,470 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 21,079 shares; 2025Q1: 22,279 shares; 2025Q2: 38,737 shares; 2025Q3: 46,332 shares 46,332 $14.7M 0.03% +7,595 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,516 shares; 2024Q4: 47,832 shares; 2025Q1: 29,831 shares; 2025Q2: 33,049 shares; 2025Q3: 32,150 shares 32,150 $14.7M 0.03% -899 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 131,226 shares; 2025Q1: 142,419 shares; 2025Q2: 164,988 shares; 2025Q3: 177,879 shares 177,879 $14.7M 0.03% +12,891 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,692 shares; 2024Q4: 65,158 shares; 2025Q1: 84,867 shares; 2025Q2: 92,642 shares; 2025Q3: 75,444 shares 75,444 $14.7M 0.03% -17,198 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,436 shares; 2024Q4: 87,481 shares; 2025Q1: 91,414 shares; 2025Q2: 136,461 shares; 2025Q3: 112,984 shares 112,984 $14.6M 0.03% -23,477 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,215 shares; 2025Q1: 33,522 shares; 2025Q2: 201,488 shares; 2025Q3: 206,385 shares 206,385 $14.5M 0.03% +4,897 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,657 shares; 2024Q4: 57,808 shares; 2025Q1: 59,241 shares; 2025Q2: 62,280 shares; 2025Q3: 55,979 shares 55,979 $14.5M 0.03% -6,301 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,862 shares; 2024Q4: 35,897 shares; 2025Q1: 37,484 shares; 2025Q2: 44,391 shares; 2025Q3: 61,194 shares 61,194 $14.5M 0.03% +16,803 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,304 shares; 2024Q4: 144,277 shares; 2025Q1: 91,208 shares; 2025Q2: 171,939 shares; 2025Q3: 165,106 shares 165,106 $14.4M 0.03% -6,833 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,478 shares; 2024Q4: 40,688 shares; 2025Q1: 43,008 shares; 2025Q2: 46,896 shares; 2025Q3: 50,973 shares 50,973 $14.4M 0.03% +4,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,121 shares; 2024Q4: 126,058 shares; 2025Q1: 124,509 shares; 2025Q2: 129,904 shares; 2025Q3: 128,059 shares 128,059 $14.4M 0.03% -1,845 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 13,695 shares; 2025Q1: 17,939 shares; 2025Q2: 34,304 shares; 2025Q3: 198,255 shares 198,255 $14M 0.03% +163,951 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 4,689 shares; 2025Q1: 5,104 shares; 2025Q2: 6,169 shares; 2025Q3: 98,487 shares 98,487 $13.8M 0.03% +92,318 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,637 shares; 2024Q4: 300,303 shares; 2025Q1: 531,851 shares; 2025Q2: 543,562 shares; 2025Q3: 545,983 shares 545,983 $13.8M 0.03% +2,421 Timeline XIDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434,656 shares; 2025Q3: 424,247 shares 424,247 $13.7M 0.03% -10,409 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,864 shares; 2024Q4: 896,718 shares; 2025Q1: 1,008,475 shares; 2025Q2: 1,033,002 shares; 2025Q3: 1,080,843 shares 1,080,843 $13.7M 0.03% +47,841 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,826 shares; 2024Q4: 170,801 shares; 2025Q1: 186,491 shares; 2025Q2: 203,990 shares; 2025Q3: 227,995 shares 227,995 $13.6M 0.03% +24,005 DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,620 shares; 2024Q4: 454,052 shares; 2025Q1: 434,142 shares; 2025Q2: 308,092 shares; 2025Q3: 294,634 shares 294,634 $13.5M 0.03% -13,458 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,882 shares; 2024Q4: 449,130 shares; 2025Q1: 427,623 shares; 2025Q2: 217,499 shares; 2025Q3: 241,924 shares 241,924 $13.4M 0.03% +24,425 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 32,097 shares; 2025Q1: 13,045 shares; 2025Q2: 34,834 shares; 2025Q3: 42,850 shares 42,850 $13.4M 0.03% +8,016 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 38,262 shares; 2025Q1: 47,304 shares; 2025Q2: 84,158 shares; 2025Q3: 107,894 shares 107,894 $13.4M 0.03% +23,736 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,481 shares; 2024Q4: 17,762 shares; 2025Q1: 23,849 shares; 2025Q2: 24,111 shares; 2025Q3: 79,089 shares 79,089 $13.3M 0.03% +54,978 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 7,428 shares; 2025Q1: 64,832 shares; 2025Q2: 142,115 shares; 2025Q3: 198,075 shares 198,075 $13.3M 0.03% +55,960 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,182 shares; 2024Q4: 65,472 shares; 2025Q1: 68,658 shares; 2025Q2: 75,398 shares; 2025Q3: 76,737 shares 76,737 $13.1M 0.03% +1,339 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 826 shares; 2025Q1: 657 shares; 2025Q2: 51,514 shares; 2025Q3: 58,991 shares 58,991 $13.1M 0.03% +7,477 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,544 shares; 2024Q4: 178,606 shares; 2025Q1: 288,659 shares; 2025Q2: 300,420 shares; 2025Q3: 312,103 shares 312,103 $13M 0.03% +11,683 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,204 shares; 2024Q4: 64,400 shares; 2025Q1: 71,556 shares; 2025Q2: 69,682 shares; 2025Q3: 68,589 shares 68,589 $12.9M 0.03% -1,093 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,113 shares; 2024Q4: 35,894 shares; 2025Q1: 36,746 shares; 2025Q2: 38,069 shares; 2025Q3: 40,134 shares 40,134 $12.8M 0.03% +2,065 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,783 shares; 2024Q4: 70,768 shares; 2025Q1: 71,621 shares; 2025Q2: 102,430 shares; 2025Q3: 105,373 shares 105,373 $12.7M 0.03% +2,943 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,738 shares; 2024Q4: 104,946 shares; 2025Q1: 114,456 shares; 2025Q2: 125,556 shares; 2025Q3: 121,149 shares 121,149 $12.6M 0.03% -4,407 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,033 shares; 2024Q4: 737,007 shares; 2025Q1: 733,155 shares; 2025Q2: 663,973 shares; 2025Q3: 625,180 shares 625,180 $12.5M 0.03% -38,793 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,923 shares; 2024Q4: 24,858 shares; 2025Q1: 29,928 shares; 2025Q2: 35,583 shares; 2025Q3: 103,358 shares 103,358 $12.5M 0.03% +67,775 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 26,028 shares; 2025Q1: 36,470 shares; 2025Q2: 77,879 shares; 2025Q3: 102,270 shares 102,270 $12.5M 0.03% +24,391 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,877 shares; 2024Q4: 640,202 shares; 2025Q1: 820,717 shares; 2025Q2: 2,028,677 shares; 2025Q3: 2,755,888 shares 2,755,888 $12.5M 0.03% +727,211 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,319 shares; 2024Q4: 42,410 shares; 2025Q1: 46,848 shares; 2025Q2: 53,863 shares; 2025Q3: 54,036 shares 54,036 $12.4M 0.03% +173 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,680 shares; 2024Q4: 424,399 shares; 2025Q1: 432,306 shares; 2025Q2: 422,637 shares; 2025Q3: 346,630 shares 346,630 $12.3M 0.03% -76,007 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,598 shares; 2024Q4: 91,833 shares; 2025Q1: 114,733 shares; 2025Q2: 204,210 shares; 2025Q3: 266,870 shares 266,870 $12.2M 0.03% +62,660 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,430 shares; 2024Q4: 145,564 shares; 2025Q1: 149,189 shares; 2025Q2: 168,596 shares; 2025Q3: 149,352 shares 149,352 $12M 0.03% -19,244 Timeline FDN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,799 shares; 2024Q4: 31,241 shares; 2025Q1: 34,494 shares; 2025Q2: 39,962 shares; 2025Q3: 42,926 shares 42,926 $12M 0.03% +2,964 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,768 shares; 2024Q4: 76,587 shares; 2025Q1: 75,342 shares; 2025Q2: 77,837 shares; 2025Q3: 77,322 shares 77,322 $12M 0.03% -515 Timeline FTGS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,856 shares; 2024Q4: 443,822 shares; 2025Q1: 360,244 shares; 2025Q2: 408,466 shares; 2025Q3: 334,312 shares 334,312 $12M 0.03% -74,154 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 95,833 shares; 2025Q1: 110,988 shares; 2025Q2: 277,347 shares; 2025Q3: 350,326 shares 350,326 $11.9M 0.03% +72,979 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 9,270 shares; 2025Q1: 14,104 shares; 2025Q2: 16,605 shares; 2025Q3: 19,359 shares 19,359 $11.9M 0.03% +2,754 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,049 shares; 2024Q4: 175,276 shares; 2025Q1: 110,177 shares; 2025Q2: 139,279 shares; 2025Q3: 113,852 shares 113,852 $11.9M 0.03% -25,427 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 22,944 shares; 2025Q1: 82,693 shares; 2025Q2: 365,502 shares; 2025Q3: 468,513 shares 468,513 $11.8M 0.03% +103,011 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,980 shares; 2024Q4: 100,975 shares; 2025Q1: 103,633 shares; 2025Q2: 127,621 shares; 2025Q3: 20,819 shares 20,819 $11.7M 0.03% -106,802 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 6,188 shares; 2025Q1: 13,969 shares; 2025Q2: 22,550 shares; 2025Q3: 34,655 shares 34,655 $11.5M 0.02% +12,105 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,805 shares; 2024Q4: 106,063 shares; 2025Q1: 107,009 shares; 2025Q2: 131,282 shares; 2025Q3: 138,191 shares 138,191 $11.5M 0.02% +6,909 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,911 shares; 2024Q4: 143,234 shares; 2025Q1: 131,815 shares; 2025Q2: 149,046 shares; 2025Q3: 152,698 shares 152,698 $11.5M 0.02% +3,652 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,355 shares; 2025Q1: 227,085 shares; 2025Q2: 283,808 shares; 2025Q3: 294,726 shares 294,726 $11.4M 0.02% +10,918 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 1,173 shares; 2025Q1: 5,489 shares; 2025Q2: 50,530 shares; 2025Q3: 73,703 shares 73,703 $11.4M 0.02% +23,173 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,041 shares; 2024Q4: 63,525 shares; 2025Q1: 34,148 shares; 2025Q2: 76,913 shares; 2025Q3: 80,300 shares 80,300 $11.4M 0.02% +3,387 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,035 shares; 2024Q4: 101,220 shares; 2025Q1: 100,431 shares; 2025Q2: 100,366 shares; 2025Q3: 102,550 shares 102,550 $11.4M 0.02% +2,184 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,810 shares; 2024Q4: 176,464 shares; 2025Q1: 179,088 shares; 2025Q2: 198,114 shares; 2025Q3: 115,613 shares 115,613 $11.3M 0.02% -82,501 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,060 shares; 2024Q4: 199,304 shares; 2025Q1: 201,283 shares; 2025Q2: 124,227 shares; 2025Q3: 119,524 shares 119,524 $11.3M 0.02% -4,703 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,488 shares; 2024Q4: 209,302 shares; 2025Q1: 113,500 shares; 2025Q2: 203,942 shares; 2025Q3: 166,132 shares 166,132 $11.3M 0.02% -37,810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 9,125 shares; 2025Q1: 22,525 shares; 2025Q2: 29,842 shares; 2025Q3: 32,364 shares 32,364 $11.2M 0.02% +2,522 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,064 shares; 2024Q4: 32,017 shares; 2025Q1: 32,630 shares; 2025Q2: 35,804 shares; 2025Q3: 36,417 shares 36,417 $11.2M 0.02% +613 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,578 shares; 2025Q1: 357,086 shares; 2025Q2: 477,195 shares; 2025Q3: 522,527 shares 522,527 $11.1M 0.02% +45,332 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,876 shares; 2024Q4: 111,208 shares; 2025Q1: 154,885 shares; 2025Q2: 206,645 shares; 2025Q3: 233,334 shares 233,334 $11.1M 0.02% +26,689 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,752 shares; 2024Q4: 105,475 shares; 2025Q1: 146,079 shares; 2025Q2: 193,688 shares; 2025Q3: 219,976 shares 219,976 $11M 0.02% +26,288 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 18,048 shares; 2025Q1: 25,536 shares; 2025Q2: 27,663 shares; 2025Q3: 26,057 shares 26,057 $11M 0.02% -1,606 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,545 shares; 2024Q4: 99,229 shares; 2025Q1: 137,011 shares; 2025Q2: 180,587 shares; 2025Q3: 200,936 shares 200,936 $11M 0.02% +20,349 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,636 shares; 2024Q4: 103,315 shares; 2025Q1: 143,086 shares; 2025Q2: 188,985 shares; 2025Q3: 211,633 shares 211,633 $11M 0.02% +22,648 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,152 shares; 2024Q4: 107,785 shares; 2025Q1: 149,431 shares; 2025Q2: 198,308 shares; 2025Q3: 222,995 shares 222,995 $11M 0.02% +24,687 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,253 shares; 2024Q4: 104,831 shares; 2025Q1: 145,428 shares; 2025Q2: 192,968 shares; 2025Q3: 217,152 shares 217,152 $11M 0.02% +24,184 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,249 shares; 2024Q4: 46,710 shares; 2025Q1: 46,397 shares; 2025Q2: 49,579 shares; 2025Q3: 51,083 shares 51,083 $11M 0.02% +1,504 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,992 shares; 2024Q4: 99,898 shares; 2025Q1: 138,849 shares; 2025Q2: 184,272 shares; 2025Q3: 207,278 shares 207,278 $11M 0.02% +23,006 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,842 shares; 2024Q4: 97,322 shares; 2025Q1: 134,239 shares; 2025Q2: 176,409 shares; 2025Q3: 198,738 shares 198,738 $11M 0.02% +22,329 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 30,719 shares; 2025Q1: 35,707 shares; 2025Q2: 48,246 shares; 2025Q3: 50,992 shares 50,992 $10.9M 0.02% +2,746 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,662 shares; 2024Q4: 93,725 shares; 2025Q1: 129,824 shares; 2025Q2: 171,555 shares; 2025Q3: 195,346 shares 195,346 $10.9M 0.02% +23,791 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,148 shares; 2024Q4: 102,050 shares; 2025Q1: 141,069 shares; 2025Q2: 184,560 shares; 2025Q3: 208,902 shares 208,902 $10.9M 0.02% +24,342 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,667 shares; 2024Q4: 259,621 shares; 2025Q1: 263,573 shares; 2025Q2: 206,565 shares; 2025Q3: 240,622 shares 240,622 $10.9M 0.02% +34,057 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,679 shares; 2024Q4: 111,940 shares; 2025Q1: 154,556 shares; 2025Q2: 205,324 shares; 2025Q3: 233,611 shares 233,611 $10.8M 0.02% +28,287 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,198 shares; 2024Q4: 116,637 shares; 2025Q1: 160,835 shares; 2025Q2: 216,720 shares; 2025Q3: 248,017 shares 248,017 $10.8M 0.02% +31,297 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,552 shares; 2024Q4: 81,102 shares; 2025Q1: 78,735 shares; 2025Q2: 70,791 shares; 2025Q3: 53,489 shares 53,489 $10.7M 0.02% -17,302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,561 shares; 2024Q4: 57,955 shares; 2025Q1: 77,428 shares; 2025Q2: 79,417 shares; 2025Q3: 68,316 shares 68,316 $10.7M 0.02% -11,101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,384 shares; 2024Q4: 79,534 shares; 2025Q1: 83,252 shares; 2025Q2: 99,271 shares; 2025Q3: 80,669 shares 80,669 $10.5M 0.02% -18,602 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 21,348 shares; 2025Q1: 246,430 shares; 2025Q2: 273,341 shares; 2025Q3: 295,836 shares 295,836 $10.5M 0.02% +22,495 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 172 shares; 2025Q1: 135 shares; 2025Q2: 618 shares; 2025Q3: 152,430 shares 152,430 $10.5M 0.02% +151,812 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,625 shares; 2024Q4: 122,276 shares; 2025Q1: 101,663 shares; 2025Q2: 99,518 shares; 2025Q3: 103,195 shares 103,195 $10.4M 0.02% +3,677 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,423 shares; 2024Q4: 17,482 shares; 2025Q1: 93,687 shares; 2025Q2: 114,638 shares; 2025Q3: 321,988 shares 321,988 $10.4M 0.02% +207,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,024 shares; 2024Q4: 1,210,155 shares; 2025Q1: 1,281,631 shares; 2025Q2: 393,771 shares; 2025Q3: 380,789 shares 380,789 $10.4M 0.02% -12,982 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,611 shares; 2024Q4: 54,734 shares; 2025Q1: 56,138 shares; 2025Q2: 62,363 shares; 2025Q3: 62,164 shares 62,164 $10.4M 0.02% -199 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,870 shares; 2024Q4: 589,828 shares; 2025Q1: 605,844 shares; 2025Q2: 223,929 shares; 2025Q3: 216,455 shares 216,455 $10.4M 0.02% -7,474 Timeline FSIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,768 shares; 2024Q4: 497,244 shares; 2025Q1: 473,279 shares; 2025Q2: 500,517 shares; 2025Q3: 538,616 shares 538,616 $10.3M 0.02% +38,099 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,797 shares; 2024Q4: 54,166 shares; 2025Q1: 52,789 shares; 2025Q2: 54,302 shares; 2025Q3: 52,050 shares 52,050 $10.3M 0.02% -2,252 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,869 shares; 2024Q4: 94,847 shares; 2025Q1: 105,831 shares; 2025Q2: 110,885 shares; 2025Q3: 115,995 shares 115,995 $10.3M 0.02% +5,110 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,162 shares; 2024Q4: 60,373 shares; 2025Q1: 2,688 shares; 2025Q2: 3,547 shares; 2025Q3: 56,769 shares 56,769 $10M 0.02% +53,222 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,792 shares; 2024Q4: 47,959 shares; 2025Q1: 53,252 shares; 2025Q2: 60,054 shares; 2025Q3: 59,944 shares 59,944 $10M 0.02% -110 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,410 shares; 2024Q4: 29,105 shares; 2025Q1: 37,848 shares; 2025Q2: 491,502 shares; 2025Q3: 518,617 shares 518,617 $9.98M 0.02% +27,115 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,141 shares; 2024Q4: 210,211 shares; 2025Q1: 196,431 shares; 2025Q2: 150,683 shares; 2025Q3: 146,637 shares 146,637 $9.98M 0.02% -4,046 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262,679 shares 262,679 $9.97M 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,242 shares; 2024Q4: 117,646 shares; 2025Q1: 153,881 shares; 2025Q2: 182,374 shares; 2025Q3: 179,327 shares 179,327 $9.92M 0.02% -3,047 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,293 shares; 2024Q4: 34,749 shares; 2025Q1: 36,902 shares; 2025Q2: 40,972 shares; 2025Q3: 43,337 shares 43,337 $9.87M 0.02% +2,365 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 12,528 shares; 2025Q1: 8,016 shares; 2025Q2: 29,971 shares; 2025Q3: 35,264 shares 35,264 $9.86M 0.02% +5,293 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,417 shares; 2024Q4: 205,207 shares; 2025Q1: 202,745 shares; 2025Q2: 196,387 shares; 2025Q3: 212,336 shares 212,336 $9.82M 0.02% +15,949 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,234 shares; 2024Q4: 70,304 shares; 2025Q1: 41,621 shares; 2025Q2: 47,464 shares; 2025Q3: 49,406 shares 49,406 $9.8M 0.02% +1,942 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,693 shares; 2024Q4: 55,453 shares; 2025Q1: 44,116 shares; 2025Q2: 46,225 shares; 2025Q3: 153,954 shares 153,954 $9.75M 0.02% +107,729 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 13,917 shares; 2025Q1: 16,098 shares; 2025Q2: 41,478 shares; 2025Q3: 54,544 shares 54,544 $9.75M 0.02% +13,066 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 46,130 shares; 2025Q1: 43,679 shares; 2025Q2: 36,755 shares; 2025Q3: 42,243 shares 42,243 $9.72M 0.02% +5,488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,519 shares; 2024Q4: 143,209 shares; 2025Q1: 153,240 shares; 2025Q2: 175,071 shares; 2025Q3: 180,418 shares 180,418 $9.7M 0.02% +5,347 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 18,768 shares; 2025Q1: 18,839 shares; 2025Q2: 30,185 shares; 2025Q3: 35,136 shares 35,136 $9.62M 0.02% +4,951 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,641 shares; 2024Q4: 92,508 shares; 2025Q1: 90,160 shares; 2025Q2: 88,886 shares; 2025Q3: 94,894 shares 94,894 $9.61M 0.02% +6,008 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 49,002 shares; 2025Q2: 64,564 shares; 2025Q3: 67,689 shares 67,689 $9.58M 0.02% +3,125 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,442 shares; 2024Q4: 89,632 shares; 2025Q1: 93,404 shares; 2025Q2: 86,079 shares; 2025Q3: 83,108 shares 83,108 $9.57M 0.02% -2,971 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,836 shares; 2024Q4: 90,846 shares; 2025Q1: 100,343 shares; 2025Q2: 157,038 shares; 2025Q3: 196,866 shares 196,866 $9.51M 0.02% +39,828 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 84 shares; 2025Q2: 44,628 shares; 2025Q3: 68,376 shares 68,376 $9.47M 0.02% +23,748 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 225 shares; 2025Q1: 293 shares; 2025Q2: 33,995 shares; 2025Q3: 36,278 shares 36,278 $9.45M 0.02% +2,283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,542 shares; 2024Q4: 86,164 shares; 2025Q1: 97,377 shares; 2025Q2: 118,695 shares; 2025Q3: 137,379 shares 137,379 $9.4M 0.02% +18,684 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,232 shares; 2024Q4: 96,913 shares; 2025Q1: 87,740 shares; 2025Q2: 108,849 shares; 2025Q3: 110,941 shares 110,941 $9.33M 0.02% +2,092 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 129,208 shares; 2025Q1: 99,849 shares; 2025Q2: 296,611 shares; 2025Q3: 288,233 shares 288,233 $9.31M 0.02% -8,378 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 8,657 shares; 2025Q1: 10,374 shares; 2025Q2: 23,911 shares; 2025Q3: 31,214 shares 31,214 $9.28M 0.02% +7,303 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,416 shares; 2024Q4: 40,731 shares; 2025Q1: 41,463 shares; 2025Q2: 40,401 shares; 2025Q3: 46,633 shares 46,633 $9.22M 0.02% +6,232 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 18,570 shares; 2025Q1: 21,318 shares; 2025Q2: 24,541 shares; 2025Q3: 67,829 shares 67,829 $9.2M 0.02% +43,288 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,988 shares; 2024Q4: 113,092 shares; 2025Q1: 113,728 shares; 2025Q2: 122,685 shares; 2025Q3: 125,439 shares 125,439 $9.1M 0.02% +2,754 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,165 shares; 2024Q4: 57,339 shares; 2025Q1: 67,469 shares; 2025Q2: 72,133 shares; 2025Q3: 79,350 shares 79,350 $9.09M 0.02% +7,217 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,983 shares; 2024Q4: 110 shares; 2025Q1: 100 shares; 2025Q2: 73,140 shares; 2025Q3: 191,536 shares 191,536 $9.08M 0.02% +118,396 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,056 shares; 2024Q4: 154,124 shares; 2025Q1: 181,266 shares; 2025Q2: 188,641 shares; 2025Q3: 187,514 shares 187,514 $9.04M 0.02% -1,127 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 16,608 shares; 2025Q1: 23,252 shares; 2025Q2: 49,002 shares; 2025Q3: 65,158 shares 65,158 $9.03M 0.02% +16,156 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,159 shares; 2024Q4: 102,771 shares; 2025Q1: 105,971 shares; 2025Q2: 121,538 shares; 2025Q3: 122,847 shares 122,847 $9.01M 0.02% +1,309 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285,883 shares; 2025Q1: 282,003 shares; 2025Q2: 292,949 shares; 2025Q3: 292,845 shares 292,845 $8.89M 0.02% -104 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,311 shares; 2024Q4: 97,405 shares; 2025Q1: 108,696 shares; 2025Q2: 165,229 shares; 2025Q3: 97,251 shares 97,251 $8.85M 0.02% -67,978 Timeline QTEC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,361 shares; 2024Q4: 30,592 shares; 2025Q1: 32,930 shares; 2025Q2: 36,499 shares; 2025Q3: 38,133 shares 38,133 $8.76M 0.02% +1,634 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,408 shares; 2024Q4: 98,620 shares; 2025Q1: 137,668 shares; 2025Q2: 104,360 shares; 2025Q3: 114,108 shares 114,108 $8.74M 0.02% +9,748 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 126,794 shares; 2025Q1: 151,234 shares; 2025Q2: 381,378 shares; 2025Q3: 445,023 shares 445,023 $8.69M 0.02% +63,645 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,240 shares; 2025Q1: 157,900 shares; 2025Q2: 277,345 shares; 2025Q3: 273,161 shares 273,161 $8.67M 0.02% -4,184 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 88,640 shares; 2025Q1: 59,292 shares; 2025Q2: 70,829 shares; 2025Q3: 60,845 shares 60,845 $8.66M 0.02% -9,984 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,133 shares; 2024Q4: 23,574 shares; 2025Q1: 23,347 shares; 2025Q2: 25,543 shares; 2025Q3: 26,682 shares 26,682 $8.61M 0.02% +1,139 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,225 shares; 2024Q4: 279,409 shares; 2025Q1: 329,779 shares; 2025Q2: 380,158 shares; 2025Q3: 384,034 shares 384,034 $8.57M 0.02% +3,876 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 7,802 shares; 2025Q1: 10,921 shares; 2025Q2: 22,995 shares; 2025Q3: 29,689 shares 29,689 $8.55M 0.02% +6,694 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,952 shares; 2024Q4: 69,807 shares; 2025Q1: 78,431 shares; 2025Q2: 107,811 shares; 2025Q3: 141,669 shares 141,669 $8.53M 0.02% +33,858 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,159 shares; 2024Q4: 148,496 shares; 2025Q1: 58,723 shares; 2025Q2: 113,746 shares; 2025Q3: 163,424 shares 163,424 $8.49M 0.02% +49,678 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,697 shares 221,697 $8.49M 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,509 shares; 2024Q4: 46,834 shares; 2025Q1: 48,643 shares; 2025Q2: 54,550 shares; 2025Q3: 52,859 shares 52,859 $8.45M 0.02% -1,691 Timeline