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: 3,768,737 shares; 2024Q4: 3,811,770 shares; 2025Q1: 3,766,202 shares; 2025Q2: 3,696,704 shares; 2025Q3: 3,607,106 shares 3,607,106 $1.87B 4.97% -89,598 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: 6,384,952 shares; 2024Q4: 6,277,205 shares; 2025Q1: 6,174,270 shares; 2025Q2: 6,026,880 shares; 2025Q3: 5,992,795 shares 5,992,795 $1.53B 4.06% -34,085 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: 6,097,144 shares; 2024Q4: 6,163,344 shares; 2025Q1: 6,150,856 shares; 2025Q2: 6,121,875 shares; 2025Q3: 6,006,885 shares 6,006,885 $1.32B 3.51% -114,990 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: 4,693,108 shares; 2024Q4: 5,040,883 shares; 2025Q1: 5,380,574 shares; 2025Q2: 5,599,138 shares; 2025Q3: 5,645,112 shares 5,645,112 $1.05B 2.8% +45,974 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: 3,313,931 shares; 2024Q4: 3,253,651 shares; 2025Q1: 3,215,678 shares; 2025Q2: 3,180,029 shares; 2025Q3: 3,145,955 shares 3,145,955 $766M 2.04% -34,074 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: 2,409,476 shares; 2024Q4: 2,384,611 shares; 2025Q1: 2,319,136 shares; 2025Q2: 2,329,745 shares; 2025Q3: 2,306,918 shares 2,306,918 $728M 1.94% -22,827 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: 2,151,819 shares; 2024Q4: 2,089,726 shares; 2025Q1: 2,036,756 shares; 2025Q2: 2,071,053 shares; 2025Q3: 1,962,153 shares 1,962,153 $670M 1.78% -108,900 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: 1,165,569 shares; 2024Q4: 1,105,014 shares; 2025Q1: 1,090,770 shares; 2025Q2: 1,080,505 shares; 2025Q3: 1,031,786 shares 1,031,786 $659M 1.75% -48,719 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: 2,624,574 shares; 2024Q4: 2,591,086 shares; 2025Q1: 2,584,203 shares; 2025Q2: 2,525,136 shares; 2025Q3: 2,525,974 shares 2,525,974 $614M 1.63% +838 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: 805,359 shares; 2024Q4: 819,692 shares; 2025Q1: 854,383 shares; 2025Q2: 859,665 shares; 2025Q3: 859,344 shares 859,344 $572M 1.52% -321 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: 1,041,149 shares; 2024Q4: 1,039,691 shares; 2025Q1: 1,020,695 shares; 2025Q2: 1,007,323 shares; 2025Q3: 976,597 shares 976,597 $555M 1.48% -30,726 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: 588,458 shares; 2024Q4: 588,056 shares; 2025Q1: 548,899 shares; 2025Q2: 551,986 shares; 2025Q3: 551,558 shares 551,558 $511M 1.36% -428 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: 356,678 shares; 2024Q4: 377,272 shares; 2025Q1: 551,158 shares; 2025Q2: 576,598 shares; 2025Q3: 678,857 shares 678,857 $499M 1.33% +102,259 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: 4,082,126 shares; 2024Q4: 4,022,575 shares; 2025Q1: 4,248,809 shares; 2025Q2: 4,324,033 shares; 2025Q3: 4,247,493 shares 4,247,493 $416M 1.11% -76,540 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: 69,978 shares; 2024Q4: 130,595 shares; 2025Q1: 353,202 shares; 2025Q2: 632,806 shares; 2025Q3: 628,121 shares 628,121 $386M 1.03% -4,685 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: 1,212,623 shares; 2024Q4: 1,216,231 shares; 2025Q1: 1,298,921 shares; 2025Q2: 1,284,962 shares; 2025Q3: 1,289,252 shares 1,289,252 $384M 1.02% +4,290 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: 310,623 shares; 2024Q4: 308,283 shares; 2025Q1: 326,111 shares; 2025Q2: 327,788 shares; 2025Q3: 399,081 shares 399,081 $367M 0.98% +71,293 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: 1,609,086 shares; 2024Q4: 1,586,218 shares; 2025Q1: 1,523,058 shares; 2025Q2: 1,505,421 shares; 2025Q3: 1,439,156 shares 1,439,156 $355M 0.95% -66,265 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274,576 shares; 2024Q4: 3,256,767 shares; 2025Q1: 3,292,634 shares; 2025Q2: 6,822,973 shares; 2025Q3: 6,965,564 shares 6,965,564 $342M 0.91% +142,591 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092,690 shares; 2024Q4: 3,070,194 shares; 2025Q1: 3,027,350 shares; 2025Q2: 2,971,448 shares; 2025Q3: 2,751,514 shares 2,751,514 $340M 0.91% -219,934 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,377 shares; 2024Q4: 931,674 shares; 2025Q1: 926,375 shares; 2025Q2: 924,257 shares; 2025Q3: 919,505 shares 919,505 $340M 0.9% -4,752 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,045 shares; 2024Q4: 770,936 shares; 2025Q1: 814,712 shares; 2025Q2: 806,656 shares; 2025Q3: 799,956 shares 799,956 $323M 0.86% -6,700 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: 752,925 shares; 2024Q4: 755,641 shares; 2025Q1: 761,909 shares; 2025Q2: 759,360 shares; 2025Q3: 765,895 shares 765,895 $310M 0.83% +6,535 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: 393,752 shares; 2024Q4: 410,742 shares; 2025Q1: 417,229 shares; 2025Q2: 436,143 shares; 2025Q3: 446,312 shares 446,312 $299M 0.8% +10,169 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: 675,467 shares; 2024Q4: 767,292 shares; 2025Q1: 865,420 shares; 2025Q2: 934,447 shares; 2025Q3: 889,716 shares 889,716 $294M 0.78% -44,731 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: 1,171,336 shares; 2024Q4: 1,201,107 shares; 2025Q1: 1,243,105 shares; 2025Q2: 1,257,412 shares; 2025Q3: 1,263,581 shares 1,263,581 $293M 0.78% +6,169 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: 1,844,060 shares; 2024Q4: 1,799,061 shares; 2025Q1: 1,774,295 shares; 2025Q2: 1,752,889 shares; 2025Q3: 1,729,769 shares 1,729,769 $291M 0.78% -23,120 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: 1,764,997 shares; 2024Q4: 1,717,881 shares; 2025Q1: 1,443,780 shares; 2025Q2: 1,375,724 shares; 2025Q3: 1,366,102 shares 1,366,102 $271M 0.72% -9,622 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248,157 shares; 2024Q4: 1,213,515 shares; 2025Q1: 1,179,878 shares; 2025Q2: 1,174,625 shares; 2025Q3: 1,158,043 shares 1,158,043 $266M 0.71% -16,582 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850,836 shares; 2024Q4: 3,393,951 shares; 2025Q1: 2,903,518 shares; 2025Q2: 2,871,162 shares; 2025Q3: 3,128,473 shares 3,128,473 $264M 0.7% +257,311 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127,002 shares; 2024Q4: 3,444,714 shares; 2025Q1: 3,541,445 shares; 2025Q2: 3,124,542 shares; 2025Q3: 3,085,052 shares 3,085,052 $259M 0.69% -39,490 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: 646,430 shares; 2024Q4: 1,304,027 shares; 2025Q1: 1,178,648 shares; 2025Q2: 1,157,886 shares; 2025Q3: 1,237,864 shares 1,237,864 $252M 0.67% +79,978 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: 2,110,702 shares; 2024Q4: 2,074,202 shares; 2025Q1: 1,990,011 shares; 2025Q2: 2,107,519 shares; 2025Q3: 1,935,022 shares 1,935,022 $249M 0.66% -172,497 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: 2,548,965 shares; 2024Q4: 2,506,613 shares; 2025Q1: 2,444,485 shares; 2025Q2: 2,435,014 shares; 2025Q3: 2,406,279 shares 2,406,279 $248M 0.66% -28,735 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: 732,198 shares; 2024Q4: 720,237 shares; 2025Q1: 689,548 shares; 2025Q2: 678,570 shares; 2025Q3: 703,490 shares 703,490 $234M 0.62% +24,920 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: 1,334,607 shares; 2024Q4: 1,352,435 shares; 2025Q1: 1,345,919 shares; 2025Q2: 1,355,932 shares; 2025Q3: 1,361,649 shares 1,361,649 $233M 0.62% +5,717 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: 339,298 shares; 2024Q4: 334,361 shares; 2025Q1: 331,821 shares; 2025Q2: 304,467 shares; 2025Q3: 299,549 shares 299,549 $229M 0.61% -4,918 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,669 shares; 2024Q4: 178,343 shares; 2025Q1: 175,221 shares; 2025Q2: 172,953 shares; 2025Q3: 172,649 shares 172,649 $228M 0.61% -304 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: 166,210 shares; 2024Q4: 157,186 shares; 2025Q1: 96,596 shares; 2025Q2: 153,178 shares; 2025Q3: 316,388 shares 316,388 $227M 0.61% +163,210 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: 407,857 shares; 2024Q4: 419,119 shares; 2025Q1: 420,754 shares; 2025Q2: 442,597 shares; 2025Q3: 445,234 shares 445,234 $224M 0.6% +2,637 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: 446,755 shares; 2024Q4: 433,821 shares; 2025Q1: 420,874 shares; 2025Q2: 424,768 shares; 2025Q3: 424,708 shares 424,708 $222M 0.59% -60 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,498 shares; 2024Q4: 424,821 shares; 2025Q1: 782,991 shares; 2025Q2: 1,003,607 shares; 2025Q3: 1,191,068 shares 1,191,068 $220M 0.58% +187,461 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: 868,759 shares; 2024Q4: 844,034 shares; 2025Q1: 814,133 shares; 2025Q2: 805,156 shares; 2025Q3: 794,143 shares 794,143 $217M 0.58% -11,013 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: 1,599,121 shares; 2024Q4: 1,572,084 shares; 2025Q1: 1,579,024 shares; 2025Q2: 1,603,305 shares; 2025Q3: 1,598,206 shares 1,598,206 $214M 0.57% -5,099 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: 5,220,807 shares; 2024Q4: 5,175,453 shares; 2025Q1: 5,152,588 shares; 2025Q2: 5,082,291 shares; 2025Q3: 4,738,566 shares 4,738,566 $213M 0.57% -343,725 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164,168 shares; 2024Q4: 1,123,106 shares; 2025Q1: 1,110,590 shares; 2025Q2: 1,067,119 shares; 2025Q3: 882,933 shares 882,933 $213M 0.57% -184,186 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,857 shares; 2024Q4: 1,012,398 shares; 2025Q1: 998,603 shares; 2025Q2: 1,014,575 shares; 2025Q3: 1,005,955 shares 1,005,955 $206M 0.55% -8,620 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: 464,779 shares; 2024Q4: 468,880 shares; 2025Q1: 473,416 shares; 2025Q2: 466,023 shares; 2025Q3: 458,006 shares 458,006 $205M 0.55% -8,017 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: 240,072 shares; 2024Q4: 255,034 shares; 2025Q1: 291,311 shares; 2025Q2: 303,780 shares; 2025Q3: 330,019 shares 330,019 $202M 0.54% +26,239 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367,577 shares; 2024Q4: 2,240,186 shares; 2025Q1: 1,892,280 shares; 2025Q2: 1,631,871 shares; 2025Q3: 1,363,155 shares 1,363,155 $199M 0.53% -268,716 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,550 shares; 2024Q4: 564,247 shares; 2025Q1: 554,750 shares; 2025Q2: 567,987 shares; 2025Q3: 529,773 shares 529,773 $189M 0.5% -38,214 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: 3,121,696 shares; 2024Q4: 3,153,008 shares; 2025Q1: 2,971,253 shares; 2025Q2: 2,956,837 shares; 2025Q3: 3,044,272 shares 3,044,272 $182M 0.49% +87,435 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: 136,679 shares; 2024Q4: 136,390 shares; 2025Q1: 137,431 shares; 2025Q2: 150,255 shares; 2025Q3: 149,232 shares 149,232 $179M 0.48% -1,023 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: 1,053,526 shares; 2024Q4: 1,003,860 shares; 2025Q1: 957,661 shares; 2025Q2: 952,857 shares; 2025Q3: 948,277 shares 948,277 $176M 0.47% -4,580 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: 406,851 shares; 2024Q4: 365,518 shares; 2025Q1: 255,705 shares; 2025Q2: 255,338 shares; 2025Q3: 250,286 shares 250,286 $171M 0.45% -5,052 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,528 shares; 2024Q4: 1,169,782 shares; 2025Q1: 2,177,688 shares; 2025Q2: 2,280,070 shares; 2025Q3: 1,819,292 shares 1,819,292 $170M 0.45% -460,778 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: 837,152 shares; 2025Q1: 1,032,020 shares; 2025Q2: 1,157,382 shares; 2025Q3: 1,112,568 shares 1,112,568 $162M 0.43% -44,814 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: 2,088,732 shares; 2024Q4: 1,958,504 shares; 2025Q1: 2,001,576 shares; 2025Q2: 2,055,577 shares; 2025Q3: 2,266,265 shares 2,266,265 $162M 0.43% +210,688 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: 233,339 shares; 2024Q4: 253,793 shares; 2025Q1: 256,592 shares; 2025Q2: 270,387 shares; 2025Q3: 265,585 shares 265,585 $159M 0.42% -4,802 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: 796,005 shares; 2024Q4: 790,497 shares; 2025Q1: 777,189 shares; 2025Q2: 773,174 shares; 2025Q3: 782,048 shares 782,048 $150M 0.4% +8,874 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: 686,826 shares; 2024Q4: 708,997 shares; 2025Q1: 765,752 shares; 2025Q2: 823,862 shares; 2025Q3: 804,306 shares 804,306 $150M 0.4% -19,556 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749,423 shares; 2024Q4: 2,765,963 shares; 2025Q1: 2,784,916 shares; 2025Q2: 2,814,195 shares; 2025Q3: 2,660,791 shares 2,660,791 $150M 0.4% -153,404 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: 721,040 shares; 2024Q4: 713,634 shares; 2025Q1: 680,179 shares; 2025Q2: 655,587 shares; 2025Q3: 614,695 shares 614,695 $146M 0.39% -40,892 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,365 shares; 2024Q4: 650,925 shares; 2025Q1: 641,881 shares; 2025Q2: 635,523 shares; 2025Q3: 666,611 shares 666,611 $144M 0.38% +31,088 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: 553,055 shares; 2024Q4: 621,859 shares; 2025Q1: 499,767 shares; 2025Q2: 519,237 shares; 2025Q3: 510,419 shares 510,419 $144M 0.38% -8,818 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,502 shares; 2024Q4: 376,637 shares; 2025Q1: 477,808 shares; 2025Q2: 658,055 shares; 2025Q3: 665,006 shares 665,006 $144M 0.38% +6,951 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: 996,701 shares; 2024Q4: 986,834 shares; 2025Q1: 990,180 shares; 2025Q2: 980,263 shares; 2025Q3: 928,397 shares 928,397 $143M 0.38% -51,866 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742,109 shares; 2024Q4: 2,232,647 shares; 2025Q1: 2,238,563 shares; 2025Q2: 2,208,044 shares; 2025Q3: 2,109,343 shares 2,109,343 $142M 0.38% -98,701 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: 651,352 shares; 2024Q4: 621,304 shares; 2025Q1: 603,925 shares; 2025Q2: 565,371 shares; 2025Q3: 393,313 shares 393,313 $139M 0.37% -172,058 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: 460,624 shares; 2024Q4: 462,753 shares; 2025Q1: 460,852 shares; 2025Q2: 475,623 shares; 2025Q3: 459,740 shares 459,740 $130M 0.35% -15,883 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,591 shares; 2024Q4: 1,754,732 shares; 2025Q1: 2,534,270 shares; 2025Q2: 3,888,661 shares; 2025Q3: 7,134,647 shares 7,134,647 $129M 0.34% +3,245,986 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,441 shares; 2024Q4: 604,737 shares; 2025Q1: 789,999 shares; 2025Q2: 739,331 shares; 2025Q3: 740,721 shares 740,721 $127M 0.34% +1,390 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059,030 shares; 2024Q4: 2,176,043 shares; 2025Q1: 2,173,083 shares; 2025Q2: 2,170,212 shares; 2025Q3: 2,124,489 shares 2,124,489 $125M 0.33% -45,723 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: 143,824 shares; 2024Q4: 155,915 shares; 2025Q1: 158,372 shares; 2025Q2: 150,016 shares; 2025Q3: 153,206 shares 153,206 $122M 0.32% +3,190 Timeline IWM 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: 494,286 shares; 2024Q4: 529,808 shares; 2025Q1: 518,453 shares; 2025Q2: 493,580 shares; 2025Q3: 500,461 shares 500,461 $121M 0.32% +6,881 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: 243,774 shares; 2024Q4: 274,154 shares; 2025Q1: 255,678 shares; 2025Q2: 283,552 shares; 2025Q3: 268,015 shares 268,015 $119M 0.32% -15,537 Timeline IWF 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: 201,541 shares; 2024Q4: 216,605 shares; 2025Q1: 220,623 shares; 2025Q2: 249,093 shares; 2025Q3: 250,798 shares 250,798 $117M 0.31% +1,705 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: 73,543 shares; 2024Q4: 73,951 shares; 2025Q1: 73,053 shares; 2025Q2: 1,079,612 shares; 2025Q3: 1,085,453 shares 1,085,453 $117M 0.31% +5,841 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: 598,136 shares; 2024Q4: 556,630 shares; 2025Q1: 517,397 shares; 2025Q2: 497,859 shares; 2025Q3: 484,001 shares 484,001 $114M 0.3% -13,858 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: 806,115 shares; 2024Q4: 740,429 shares; 2025Q1: 726,944 shares; 2025Q2: 702,111 shares; 2025Q3: 698,032 shares 698,032 $114M 0.3% -4,079 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: 258,310 shares; 2024Q4: 243,274 shares; 2025Q1: 242,007 shares; 2025Q2: 239,971 shares; 2025Q3: 238,849 shares 238,849 $113M 0.3% -1,122 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,939 shares; 2024Q4: 154,585 shares; 2025Q1: 159,544 shares; 2025Q2: 174,803 shares; 2025Q3: 225,394 shares 225,394 $111M 0.29% +50,591 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,090 shares; 2024Q4: 731,875 shares; 2025Q1: 721,493 shares; 2025Q2: 587,570 shares; 2025Q3: 447,619 shares 447,619 $110M 0.29% -139,951 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: 958,099 shares; 2024Q4: 957,774 shares; 2025Q1: 959,874 shares; 2025Q2: 971,001 shares; 2025Q3: 963,274 shares 963,274 $109M 0.29% -7,727 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,097 shares; 2024Q4: 426,768 shares; 2025Q1: 444,852 shares; 2025Q2: 421,557 shares; 2025Q3: 412,195 shares 412,195 $107M 0.29% -9,362 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,140 shares; 2024Q4: 103,824 shares; 2025Q1: 303,773 shares; 2025Q2: 403,716 shares; 2025Q3: 484,597 shares 484,597 $107M 0.28% +80,881 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: 335,294 shares; 2024Q4: 343,731 shares; 2025Q1: 341,047 shares; 2025Q2: 342,182 shares; 2025Q3: 343,959 shares 343,959 $105M 0.28% +1,777 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,260 shares; 2024Q4: 206,489 shares; 2025Q1: 205,876 shares; 2025Q2: 205,995 shares; 2025Q3: 214,509 shares 214,509 $104M 0.28% +8,514 Timeline IUSV 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: 1,158,760 shares; 2024Q4: 1,079,686 shares; 2025Q1: 1,138,197 shares; 2025Q2: 1,049,440 shares; 2025Q3: 1,042,342 shares 1,042,342 $104M 0.28% -7,098 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: 664,939 shares; 2024Q4: 651,414 shares; 2025Q1: 656,428 shares; 2025Q2: 652,914 shares; 2025Q3: 668,728 shares 668,728 $104M 0.28% +15,814 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: 1,639,818 shares; 2024Q4: 1,566,028 shares; 2025Q1: 1,547,803 shares; 2025Q2: 1,549,871 shares; 2025Q3: 1,521,663 shares 1,521,663 $101M 0.27% -28,208 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,872 shares; 2024Q4: 391,444 shares; 2025Q1: 383,598 shares; 2025Q2: 383,297 shares; 2025Q3: 396,691 shares 396,691 $99.8M 0.27% +13,394 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: 718,195 shares; 2024Q4: 706,402 shares; 2025Q1: 705,137 shares; 2025Q2: 689,860 shares; 2025Q3: 529,273 shares 529,273 $99.5M 0.26% -160,587 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,042 shares; 2024Q4: 310,926 shares; 2025Q1: 289,366 shares; 2025Q2: 276,929 shares; 2025Q3: 279,199 shares 279,199 $97.6M 0.26% +2,270 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: 192,550 shares; 2024Q4: 191,450 shares; 2025Q1: 191,535 shares; 2025Q2: 189,300 shares; 2025Q3: 202,226 shares 202,226 $97M 0.26% +12,926 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: 351,557 shares; 2024Q4: 318,274 shares; 2025Q1: 290,567 shares; 2025Q2: 279,576 shares; 2025Q3: 284,145 shares 284,145 $96.9M 0.26% +4,569 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: 369,024 shares; 2024Q4: 361,416 shares; 2025Q1: 649,673 shares; 2025Q2: 438,068 shares; 2025Q3: 579,279 shares 579,279 $96.4M 0.26% +141,211 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: 260,429 shares; 2024Q4: 264,309 shares; 2025Q1: 264,407 shares; 2025Q2: 270,338 shares; 2025Q3: 291,473 shares 291,473 $95.7M 0.25% +21,135 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,809 shares; 2024Q4: 370,457 shares; 2025Q1: 447,025 shares; 2025Q2: 361,132 shares; 2025Q3: 300,010 shares 300,010 $93.1M 0.25% -61,122 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,658 shares; 2024Q4: 800,784 shares; 2025Q1: 1,038,635 shares; 2025Q2: 1,102,423 shares; 2025Q3: 1,225,529 shares 1,225,529 $89.4M 0.24% +123,106 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,189 shares; 2024Q4: 708,190 shares; 2025Q1: 517,449 shares; 2025Q2: 409,738 shares; 2025Q3: 276,725 shares 276,725 $85.8M 0.23% -133,013 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,953 shares; 2024Q4: 56,464 shares; 2025Q1: 217,835 shares; 2025Q2: 218,647 shares; 2025Q3: 283,492 shares 283,492 $84.6M 0.23% +64,845 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,976 shares; 2024Q4: 185,600 shares; 2025Q1: 210,485 shares; 2025Q2: 209,793 shares; 2025Q3: 212,904 shares 212,904 $83.1M 0.22% +3,111 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,956 shares; 2024Q4: 811,401 shares; 2025Q1: 807,433 shares; 2025Q2: 778,279 shares; 2025Q3: 761,331 shares 761,331 $82.5M 0.22% -16,948 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: 195,777 shares; 2024Q4: 203,478 shares; 2025Q1: 192,030 shares; 2025Q2: 184,237 shares; 2025Q3: 178,567 shares 178,567 $81.7M 0.22% -5,670 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: 52,623 shares; 2025Q1: 65,808 shares; 2025Q2: 69,482 shares; 2025Q3: 70,010 shares 70,010 $81.6M 0.22% +528 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: 325,739 shares; 2024Q4: 320,775 shares; 2025Q1: 321,867 shares; 2025Q2: 313,010 shares; 2025Q3: 317,785 shares 317,785 $79.9M 0.21% +4,775 Timeline EFA 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: 844,548 shares; 2024Q4: 824,505 shares; 2025Q1: 804,334 shares; 2025Q2: 812,483 shares; 2025Q3: 854,703 shares 854,703 $79.8M 0.21% +42,220 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,769 shares; 2024Q4: 367,092 shares; 2025Q1: 382,792 shares; 2025Q2: 387,870 shares; 2025Q3: 410,399 shares 410,399 $77.9M 0.21% +22,529 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: 1,343,826 shares; 2024Q4: 1,287,827 shares; 2025Q1: 1,219,915 shares; 2025Q2: 1,093,892 shares; 2025Q3: 913,850 shares 913,850 $77.3M 0.21% -180,042 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: 457,206 shares; 2024Q4: 467,025 shares; 2025Q1: 495,828 shares; 2025Q2: 500,680 shares; 2025Q3: 520,187 shares 520,187 $77.3M 0.21% +19,507 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: 420,098 shares; 2024Q4: 417,448 shares; 2025Q1: 392,916 shares; 2025Q2: 378,710 shares; 2025Q3: 355,575 shares 355,575 $76.3M 0.2% -23,135 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: 170,022 shares; 2024Q4: 196,895 shares; 2025Q1: 229,954 shares; 2025Q2: 233,648 shares; 2025Q3: 232,003 shares 232,003 $74.9M 0.2% -1,645 Timeline ITOT 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: 458,876 shares; 2024Q4: 480,124 shares; 2025Q1: 482,572 shares; 2025Q2: 495,913 shares; 2025Q3: 512,253 shares 512,253 $74.6M 0.2% +16,340 Timeline IWV 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: 209,055 shares; 2024Q4: 199,544 shares; 2025Q1: 199,363 shares; 2025Q2: 198,408 shares; 2025Q3: 195,652 shares 195,652 $74.1M 0.2% -2,756 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,825 shares; 2024Q4: 263,297 shares; 2025Q1: 258,819 shares; 2025Q2: 254,106 shares; 2025Q3: 250,402 shares 250,402 $73.5M 0.2% -3,704 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,096 shares; 2024Q4: 91,447 shares; 2025Q1: 87,584 shares; 2025Q2: 94,517 shares; 2025Q3: 98,908 shares 98,908 $71M 0.19% +4,391 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,834 shares; 2024Q4: 85,330 shares; 2025Q1: 130,787 shares; 2025Q2: 135,371 shares; 2025Q3: 130,692 shares 130,692 $71M 0.19% -4,679 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: 592,380 shares; 2024Q4: 558,547 shares; 2025Q1: 530,285 shares; 2025Q2: 517,330 shares; 2025Q3: 503,639 shares 503,639 $70.7M 0.19% -13,691 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: 182,519 shares; 2024Q4: 189,437 shares; 2025Q1: 190,797 shares; 2025Q2: 193,128 shares; 2025Q3: 228,086 shares 228,086 $68.6M 0.18% +34,958 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: 1,552,977 shares; 2024Q4: 1,430,811 shares; 2025Q1: 863,837 shares; 2025Q2: 752,699 shares; 2025Q3: 715,405 shares 715,405 $68.3M 0.18% -37,294 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: 1,002,329 shares; 2024Q4: 1,008,963 shares; 2025Q1: 941,399 shares; 2025Q2: 872,467 shares; 2025Q3: 812,366 shares 812,366 $68.2M 0.18% -60,101 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: 578,554 shares; 2024Q4: 621,315 shares; 2025Q1: 634,279 shares; 2025Q2: 670,251 shares; 2025Q3: 770,869 shares 770,869 $67.3M 0.18% +100,618 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: 124,005 shares; 2024Q4: 123,409 shares; 2025Q1: 124,090 shares; 2025Q2: 135,982 shares; 2025Q3: 145,580 shares 145,580 $66.6M 0.18% +9,598 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: 146,413 shares; 2024Q4: 144,866 shares; 2025Q1: 140,810 shares; 2025Q2: 135,555 shares; 2025Q3: 134,124 shares 134,124 $65.1M 0.17% -1,431 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: 165,754 shares; 2024Q4: 170,588 shares; 2025Q1: 174,261 shares; 2025Q2: 144,055 shares; 2025Q3: 178,163 shares 178,163 $63.3M 0.17% +34,108 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,436 shares; 2024Q4: 403,918 shares; 2025Q1: 372,638 shares; 2025Q2: 352,345 shares; 2025Q3: 312,237 shares 312,237 $62.6M 0.17% -40,108 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,184 shares; 2024Q4: 774,059 shares; 2025Q1: 733,881 shares; 2025Q2: 748,571 shares; 2025Q3: 882,301 shares 882,301 $62.5M 0.17% +133,730 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: 354,849 shares; 2024Q4: 354,652 shares; 2025Q1: 351,612 shares; 2025Q2: 360,823 shares; 2025Q3: 367,319 shares 367,319 $61.5M 0.16% +6,496 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,518 shares; 2024Q4: 251,255 shares; 2025Q1: 241,997 shares; 2025Q2: 236,284 shares; 2025Q3: 223,843 shares 223,843 $61.3M 0.16% -12,441 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646,008 shares; 2024Q4: 1,592,451 shares; 2025Q1: 1,631,067 shares; 2025Q2: 1,612,099 shares; 2025Q3: 1,616,065 shares 1,616,065 $59M 0.16% +3,966 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: 2,325,940 shares; 2024Q4: 2,403,659 shares; 2025Q1: 2,446,596 shares; 2025Q2: 2,311,580 shares; 2025Q3: 1,496,244 shares 1,496,244 $58.6M 0.16% -815,336 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,937 shares; 2024Q4: 32,213 shares; 2025Q1: 38,692 shares; 2025Q2: 119,859 shares; 2025Q3: 166,540 shares 166,540 $56.2M 0.15% +46,681 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: 767,544 shares; 2024Q4: 772,846 shares; 2025Q1: 765,725 shares; 2025Q2: 806,310 shares; 2025Q3: 815,801 shares 815,801 $55.8M 0.15% +9,491 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,217 shares; 2024Q4: 115,391 shares; 2025Q1: 114,279 shares; 2025Q2: 113,544 shares; 2025Q3: 115,616 shares 115,616 $55.2M 0.15% +2,072 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,796 shares; 2024Q4: 54,474 shares; 2025Q1: 54,460 shares; 2025Q2: 56,282 shares; 2025Q3: 57,404 shares 57,404 $54.7M 0.15% +1,122 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: 277,322 shares; 2024Q4: 532,581 shares; 2025Q1: 541,044 shares; 2025Q2: 582,098 shares; 2025Q3: 616,622 shares 616,622 $54.5M 0.15% +34,524 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: 1,229,510 shares; 2024Q4: 1,200,291 shares; 2025Q1: 1,192,971 shares; 2025Q2: 1,097,720 shares; 2025Q3: 1,054,612 shares 1,054,612 $54.4M 0.14% -43,108 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,808 shares; 2024Q4: 290,299 shares; 2025Q1: 286,474 shares; 2025Q2: 286,043 shares; 2025Q3: 257,661 shares 257,661 $54.2M 0.14% -28,382 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: 358,280 shares; 2024Q4: 369,806 shares; 2025Q1: 367,156 shares; 2025Q2: 370,646 shares; 2025Q3: 370,944 shares 370,944 $53.6M 0.14% +298 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: 302,885 shares; 2024Q4: 300,321 shares; 2025Q1: 307,150 shares; 2025Q2: 293,958 shares; 2025Q3: 299,892 shares 299,892 $50.2M 0.13% +5,934 Timeline IUSG 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: 243,573 shares; 2024Q4: 315,397 shares; 2025Q1: 273,700 shares; 2025Q2: 274,436 shares; 2025Q3: 300,707 shares 300,707 $49.5M 0.13% +26,271 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 65 shares 65 $49M 0.13% -5 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: 991,277 shares; 2024Q4: 981,294 shares; 2025Q1: 1,016,801 shares; 2025Q2: 1,008,963 shares; 2025Q3: 972,148 shares 972,148 $48.9M 0.13% -36,815 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,058 shares; 2024Q4: 1,243,511 shares; 2025Q1: 1,270,497 shares; 2025Q2: 1,265,220 shares; 2025Q3: 1,280,526 shares 1,280,526 $48.7M 0.13% +15,306 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,337 shares; 2024Q4: 383,808 shares; 2025Q1: 375,948 shares; 2025Q2: 377,644 shares; 2025Q3: 370,949 shares 370,949 $48.7M 0.13% -6,695 Timeline IWD 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: 220,364 shares; 2024Q4: 214,045 shares; 2025Q1: 220,143 shares; 2025Q2: 233,392 shares; 2025Q3: 237,715 shares 237,715 $48.4M 0.13% +4,323 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: 507,878 shares; 2024Q4: 498,669 shares; 2025Q1: 489,554 shares; 2025Q2: 429,619 shares; 2025Q3: 417,811 shares 417,811 $47.8M 0.13% -11,808 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816,173 shares; 2024Q4: 797,693 shares; 2025Q1: 849,834 shares; 2025Q2: 1,069,463 shares; 2025Q3: 1,144,811 shares 1,144,811 $46.3M 0.12% +75,348 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,479 shares; 2024Q4: 69,120 shares; 2025Q1: 75,681 shares; 2025Q2: 78,366 shares; 2025Q3: 77,101 shares 77,101 $46M 0.12% -1,265 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: 200,305 shares; 2024Q4: 178,596 shares; 2025Q1: 166,618 shares; 2025Q2: 166,893 shares; 2025Q3: 162,239 shares 162,239 $45.8M 0.12% -4,654 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: 392,754 shares; 2024Q4: 369,909 shares; 2025Q1: 338,077 shares; 2025Q2: 242,940 shares; 2025Q3: 132,138 shares 132,138 $45.6M 0.12% -110,802 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: 195,910 shares; 2024Q4: 193,574 shares; 2025Q1: 191,409 shares; 2025Q2: 184,704 shares; 2025Q3: 277,560 shares 277,560 $45M 0.12% +92,856 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,063 shares; 2024Q4: 183,285 shares; 2025Q1: 177,279 shares; 2025Q2: 163,555 shares; 2025Q3: 143,373 shares 143,373 $44.3M 0.12% -20,182 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: 32,461 shares; 2024Q4: 4,899 shares; 2025Q1: 20,625 shares; 2025Q2: 201,229 shares; 2025Q3: 202,134 shares 202,134 $43.4M 0.12% +905 Timeline IJH 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: 653,818 shares; 2024Q4: 674,080 shares; 2025Q1: 1,373,121 shares; 2025Q2: 679,166 shares; 2025Q3: 650,995 shares 650,995 $42.5M 0.11% -28,171 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: 421,470 shares; 2024Q4: 413,430 shares; 2025Q1: 398,255 shares; 2025Q2: 386,347 shares; 2025Q3: 377,364 shares 377,364 $41.9M 0.11% -8,983 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,017 shares; 2024Q4: 513,449 shares; 2025Q1: 479,565 shares; 2025Q2: 225,968 shares; 2025Q3: 242,150 shares 242,150 $40.5M 0.11% +16,182 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,551 shares; 2024Q4: 143,384 shares; 2025Q1: 144,625 shares; 2025Q2: 143,405 shares; 2025Q3: 146,632 shares 146,632 $39.6M 0.11% +3,227 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: 349,769 shares; 2024Q4: 349,272 shares; 2025Q1: 350,554 shares; 2025Q2: 367,543 shares; 2025Q3: 578,324 shares 578,324 $38.9M 0.1% +210,781 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: 572,279 shares; 2024Q4: 686,127 shares; 2025Q1: 691,922 shares; 2025Q2: 681,911 shares; 2025Q3: 676,940 shares 676,940 $38.7M 0.1% -4,971 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,276 shares; 2024Q4: 545,388 shares; 2025Q1: 602,707 shares; 2025Q2: 605,579 shares; 2025Q3: 457,609 shares 457,609 $38.5M 0.1% -147,970 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,711 shares; 2024Q4: 251,940 shares; 2025Q1: 243,652 shares; 2025Q2: 203,490 shares; 2025Q3: 204,664 shares 204,664 $37.6M 0.1% +1,174 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: 101,851 shares; 2024Q4: 107,123 shares; 2025Q1: 115,276 shares; 2025Q2: 124,683 shares; 2025Q3: 125,204 shares 125,204 $36.8M 0.1% +521 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: 2,462,323 shares; 2024Q4: 2,270,019 shares; 2025Q1: 2,290,198 shares; 2025Q2: 1,858,052 shares; 2025Q3: 1,421,013 shares 1,421,013 $36.2M 0.1% -437,039 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: 89,034 shares; 2024Q4: 92,499 shares; 2025Q1: 98,349 shares; 2025Q2: 116,969 shares; 2025Q3: 113,753 shares 113,753 $35.2M 0.09% -3,216 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,870 shares; 2024Q4: 413,495 shares; 2025Q1: 374,120 shares; 2025Q2: 379,716 shares; 2025Q3: 370,048 shares 370,048 $34.5M 0.09% -9,668 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,678 shares; 2024Q4: 847,820 shares; 2025Q1: 832,249 shares; 2025Q2: 1,105,472 shares; 2025Q3: 1,095,749 shares 1,095,749 $34.3M 0.09% -9,723 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: 247,525 shares; 2024Q4: 254,372 shares; 2025Q1: 267,109 shares; 2025Q2: 233,670 shares; 2025Q3: 208,862 shares 208,862 $33.8M 0.09% -24,808 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: 31,024 shares; 2024Q4: 31,210 shares; 2025Q1: 30,958 shares; 2025Q2: 31,539 shares; 2025Q3: 31,270 shares 31,270 $33.7M 0.09% -269 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: 301,640 shares; 2024Q4: 324,269 shares; 2025Q1: 322,023 shares; 2025Q2: 285,111 shares; 2025Q3: 278,501 shares 278,501 $33.1M 0.09% -6,610 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: 393,783 shares; 2024Q4: 1,417,933 shares; 2025Q1: 1,507,157 shares; 2025Q2: 1,483,361 shares; 2025Q3: 1,208,861 shares 1,208,861 $33M 0.09% -274,500 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: 572,489 shares; 2024Q4: 573,869 shares; 2025Q1: 616,833 shares; 2025Q2: 594,805 shares; 2025Q3: 603,826 shares 603,826 $32.7M 0.09% +9,021 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,398 shares; 2024Q4: 325,958 shares; 2025Q1: 343,241 shares; 2025Q2: 352,415 shares; 2025Q3: 345,601 shares 345,601 $32.6M 0.09% -6,814 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,944 shares; 2024Q4: 334,522 shares; 2025Q1: 330,538 shares; 2025Q2: 314,130 shares; 2025Q3: 318,410 shares 318,410 $32.5M 0.09% +4,280 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: 62,174 shares; 2024Q4: 71,429 shares; 2025Q1: 69,395 shares; 2025Q2: 156,685 shares; 2025Q3: 172,996 shares 172,996 $31.6M 0.08% +16,311 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: 62,613 shares; 2024Q4: 82,888 shares; 2025Q1: 82,307 shares; 2025Q2: 82,592 shares; 2025Q3: 84,107 shares 84,107 $31.5M 0.08% +1,515 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: 4,930 shares; 2024Q4: 3,898 shares; 2025Q1: 4,280 shares; 2025Q2: 3,846 shares; 2025Q3: 219,537 shares 219,537 $31.4M 0.08% +215,691 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,698 shares; 2024Q4: 634,747 shares; 2025Q1: 850,373 shares; 2025Q2: 766,577 shares; 2025Q3: 744,557 shares 744,557 $31.3M 0.08% -22,020 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,460 shares; 2024Q4: 42,186 shares; 2025Q1: 40,906 shares; 2025Q2: 39,584 shares; 2025Q3: 118,194 shares 118,194 $31.1M 0.08% +78,610 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: 101,917 shares; 2024Q4: 103,125 shares; 2025Q1: 104,256 shares; 2025Q2: 110,304 shares; 2025Q3: 113,181 shares 113,181 $30.9M 0.08% +2,877 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: 427,550 shares; 2024Q4: 409,136 shares; 2025Q1: 400,713 shares; 2025Q2: 412,467 shares; 2025Q3: 408,630 shares 408,630 $30.8M 0.08% -3,837 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: 479,164 shares; 2024Q4: 499,760 shares; 2025Q1: 582,907 shares; 2025Q2: 549,194 shares; 2025Q3: 554,152 shares 554,152 $29.9M 0.08% +4,958 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: 12,961 shares; 2024Q4: 15,707 shares; 2025Q1: 73,863 shares; 2025Q2: 52,624 shares; 2025Q3: 354,523 shares 354,523 $29.7M 0.08% +301,899 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,535 shares; 2024Q4: 170,597 shares; 2025Q1: 182,821 shares; 2025Q2: 201,721 shares; 2025Q3: 217,372 shares 217,372 $29.6M 0.08% +15,651 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: 79,390 shares; 2024Q4: 78,487 shares; 2025Q1: 74,071 shares; 2025Q2: 98,115 shares; 2025Q3: 104,625 shares 104,625 $29.5M 0.08% +6,510 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,155 shares; 2024Q4: 753,156 shares; 2025Q1: 793,097 shares; 2025Q2: 794,108 shares; 2025Q3: 786,781 shares 786,781 $29.3M 0.08% -7,327 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,855 shares; 2024Q4: 356,650 shares; 2025Q1: 350,090 shares; 2025Q2: 350,501 shares; 2025Q3: 638,473 shares 638,473 $29.1M 0.08% +287,972 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,602 shares; 2024Q4: 526,292 shares; 2025Q1: 420,226 shares; 2025Q2: 390,133 shares; 2025Q3: 372,353 shares 372,353 $29M 0.08% -17,780 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: 652,445 shares; 2024Q4: 646,163 shares; 2025Q1: 620,324 shares; 2025Q2: 625,288 shares; 2025Q3: 656,725 shares 656,725 $28.9M 0.08% +31,437 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,109 shares; 2024Q4: 126,157 shares; 2025Q1: 153,446 shares; 2025Q2: 148,858 shares; 2025Q3: 152,260 shares 152,260 $28.4M 0.08% +3,402 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: 24,323 shares; 2024Q4: 23,137 shares; 2025Q1: 80,383 shares; 2025Q2: 134,114 shares; 2025Q3: 132,796 shares 132,796 $28.2M 0.08% -1,318 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,382 shares; 2024Q4: 90,464 shares; 2025Q1: 92,651 shares; 2025Q2: 145,399 shares; 2025Q3: 147,071 shares 147,071 $28M 0.07% +1,672 Timeline IWB 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: 81,813 shares; 2024Q4: 81,284 shares; 2025Q1: 77,302 shares; 2025Q2: 76,252 shares; 2025Q3: 76,613 shares 76,613 $28M 0.07% +361 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: 699 shares; 2024Q4: 1,292 shares; 2025Q1: 1,352 shares; 2025Q2: 8,756 shares; 2025Q3: 39,453 shares 39,453 $27.5M 0.07% +30,697 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,298 shares; 2024Q4: 212,018 shares; 2025Q1: 213,652 shares; 2025Q2: 217,519 shares; 2025Q3: 216,106 shares 216,106 $27.4M 0.07% -1,413 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 26,901 shares; 2025Q1: 49,000 shares; 2025Q2: 84,348 shares; 2025Q3: 87,139 shares 87,139 $27.4M 0.07% +2,791 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: 86,739 shares; 2024Q4: 91,596 shares; 2025Q1: 94,011 shares; 2025Q2: 97,202 shares; 2025Q3: 96,048 shares 96,048 $26.8M 0.07% -1,154 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: 344,602 shares; 2024Q4: 303,607 shares; 2025Q1: 309,992 shares; 2025Q2: 291,351 shares; 2025Q3: 365,351 shares 365,351 $26.6M 0.07% +74,000 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,634 shares; 2024Q4: 26,683 shares; 2025Q1: 16,091 shares; 2025Q2: 17,350 shares; 2025Q3: 362,740 shares 362,740 $26.5M 0.07% +345,390 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: 38,922 shares; 2024Q4: 42,662 shares; 2025Q1: 41,087 shares; 2025Q2: 39,874 shares; 2025Q3: 75,557 shares 75,557 $26.2M 0.07% +35,683 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: 402,423 shares; 2024Q4: 352,539 shares; 2025Q1: 326,199 shares; 2025Q2: 323,984 shares; 2025Q3: 326,374 shares 326,374 $25.8M 0.07% +2,390 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: 89,742 shares; 2024Q4: 88,855 shares; 2025Q1: 87,043 shares; 2025Q2: 87,140 shares; 2025Q3: 86,550 shares 86,550 $25.7M 0.07% -590 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 30,196 shares; 2025Q1: 152,021 shares; 2025Q2: 173,525 shares; 2025Q3: 267,978 shares 267,978 $25.4M 0.07% +94,453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,366 shares; 2025Q3: 174,938 shares 174,938 $25M 0.07% +19,572 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,380 shares; 2024Q4: 315,654 shares; 2025Q1: 296,149 shares; 2025Q2: 302,873 shares; 2025Q3: 324,965 shares 324,965 $24.8M 0.07% +22,092 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: 36,710 shares; 2024Q4: 37,835 shares; 2025Q1: 39,207 shares; 2025Q2: 33,450 shares; 2025Q3: 33,177 shares 33,177 $24.8M 0.07% -273 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: 493,314 shares; 2024Q4: 504,193 shares; 2025Q1: 521,816 shares; 2025Q2: 531,817 shares; 2025Q3: 527,101 shares 527,101 $24.7M 0.07% -4,716 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: 25,015 shares; 2024Q4: 22,688 shares; 2025Q1: 22,456 shares; 2025Q2: 26,439 shares; 2025Q3: 32,583 shares 32,583 $24.7M 0.07% +6,144 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,225 shares; 2024Q4: 632,692 shares; 2025Q1: 680,716 shares; 2025Q2: 567,199 shares; 2025Q3: 473,146 shares 473,146 $24.4M 0.07% -94,053 Timeline ACWX 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: 280,394 shares; 2024Q4: 286,760 shares; 2025Q1: 296,459 shares; 2025Q2: 340,436 shares; 2025Q3: 373,532 shares 373,532 $24.3M 0.06% +33,096 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: 159,364 shares; 2024Q4: 157,512 shares; 2025Q1: 157,099 shares; 2025Q2: 153,663 shares; 2025Q3: 152,618 shares 152,618 $24.3M 0.06% -1,045 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: 127,145 shares; 2024Q4: 127,059 shares; 2025Q1: 129,942 shares; 2025Q2: 135,003 shares; 2025Q3: 137,951 shares 137,951 $24.1M 0.06% +2,948 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,913 shares; 2024Q4: 417,894 shares; 2025Q1: 470,286 shares; 2025Q2: 497,205 shares; 2025Q3: 666,442 shares 666,442 $23.8M 0.06% +169,237 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS 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: 304,959 shares; 2025Q3: 320,989 shares 320,989 $23.5M 0.06% +16,030 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: 75,584 shares; 2024Q4: 75,405 shares; 2025Q1: 73,828 shares; 2025Q2: 73,643 shares; 2025Q3: 74,195 shares 74,195 $22.8M 0.06% +552 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: 239,071 shares; 2024Q4: 281,201 shares; 2025Q1: 282,725 shares; 2025Q2: 263,735 shares; 2025Q3: 271,795 shares 271,795 $22.8M 0.06% +8,060 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,369 shares; 2024Q4: 262,513 shares; 2025Q1: 303,417 shares; 2025Q2: 286,220 shares; 2025Q3: 275,142 shares 275,142 $22.6M 0.06% -11,078 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: 194,358 shares; 2024Q4: 219,998 shares; 2025Q1: 222,741 shares; 2025Q2: 228,706 shares; 2025Q3: 219,489 shares 219,489 $22.5M 0.06% -9,217 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: 286,443 shares; 2024Q4: 289,866 shares; 2025Q1: 285,528 shares; 2025Q2: 303,609 shares; 2025Q3: 341,742 shares 341,742 $22.5M 0.06% +38,133 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350,708 shares; 2024Q4: 2,261,677 shares; 2025Q1: 2,272,707 shares; 2025Q2: 2,279,647 shares; 2025Q3: 2,228,609 shares 2,228,609 $22.1M 0.06% -51,038 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,420 shares; 2024Q4: 553,493 shares; 2025Q1: 556,479 shares; 2025Q2: 593,967 shares; 2025Q3: 452,268 shares 452,268 $21.9M 0.06% -141,699 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: 399,834 shares; 2024Q4: 440,091 shares; 2025Q1: 471,068 shares; 2025Q2: 482,130 shares; 2025Q3: 521,015 shares 521,015 $21.9M 0.06% +38,885 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,170 shares; 2024Q4: 195,170 shares; 2025Q1: 195,170 shares; 2025Q2: 195,170 shares; 2025Q3: 195,170 shares 195,170 $21.7M 0.06% 0 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: 143,256 shares; 2024Q4: 147,155 shares; 2025Q1: 150,468 shares; 2025Q2: 150,716 shares; 2025Q3: 153,612 shares 153,612 $21.7M 0.06% +2,896 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,558 shares; 2024Q4: 59,374 shares; 2025Q1: 58,001 shares; 2025Q2: 80,725 shares; 2025Q3: 84,368 shares 84,368 $21.6M 0.06% +3,643 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: 148,468 shares; 2024Q4: 148,558 shares; 2025Q1: 157,103 shares; 2025Q2: 138,387 shares; 2025Q3: 147,170 shares 147,170 $20.9M 0.06% +8,783 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,573 shares; 2024Q4: 19,001 shares; 2025Q1: 561,854 shares; 2025Q2: 556,575 shares; 2025Q3: 553,574 shares 553,574 $20.7M 0.06% -3,001 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: 42,075 shares; 2024Q4: 43,183 shares; 2025Q1: 43,663 shares; 2025Q2: 44,982 shares; 2025Q3: 48,090 shares 48,090 $20.3M 0.05% +3,108 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: 38,884 shares; 2024Q4: 42,896 shares; 2025Q1: 49,439 shares; 2025Q2: 53,167 shares; 2025Q3: 61,600 shares 61,600 $20.3M 0.05% +8,433 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,982 shares; 2024Q4: 1,474,681 shares; 2025Q1: 1,700,889 shares; 2025Q2: 336,796 shares; 2025Q3: 277,645 shares 277,645 $20.1M 0.05% -59,151 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,820 shares; 2024Q4: 224,073 shares; 2025Q1: 200,655 shares; 2025Q2: 194,540 shares; 2025Q3: 199,568 shares 199,568 $20M 0.05% +5,028 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: 397,043 shares; 2024Q4: 381,082 shares; 2025Q1: 387,542 shares; 2025Q2: 393,334 shares; 2025Q3: 273,740 shares 273,740 $19.7M 0.05% -119,594 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,634 shares; 2024Q4: 161,470 shares; 2025Q1: 153,378 shares; 2025Q2: 161,864 shares; 2025Q3: 155,435 shares 155,435 $19.7M 0.05% -6,429 Timeline ESGD 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: 202,143 shares; 2024Q4: 187,831 shares; 2025Q1: 187,712 shares; 2025Q2: 188,998 shares; 2025Q3: 211,068 shares 211,068 $19.6M 0.05% +22,070 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,429 shares; 2024Q4: 269,607 shares; 2025Q1: 253,569 shares; 2025Q2: 245,668 shares; 2025Q3: 242,445 shares 242,445 $19.4M 0.05% -3,223 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: 396,648 shares; 2024Q4: 406,420 shares; 2025Q1: 312,107 shares; 2025Q2: 309,722 shares; 2025Q3: 288,622 shares 288,622 $19M 0.05% -21,100 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,054 shares; 2024Q4: 477,936 shares; 2025Q1: 460,579 shares; 2025Q2: 358,968 shares; 2025Q3: 444,382 shares 444,382 $18.9M 0.05% +85,414 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,842 shares; 2024Q4: 422,866 shares; 2025Q1: 427,605 shares; 2025Q2: 434,498 shares; 2025Q3: 352,712 shares 352,712 $18.7M 0.05% -81,786 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 40,157 shares; 2025Q1: 52,621 shares; 2025Q2: 91,209 shares; 2025Q3: 97,918 shares 97,918 $18.7M 0.05% +6,709 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,331 shares; 2024Q4: 141,291 shares; 2025Q1: 139,089 shares; 2025Q2: 141,569 shares; 2025Q3: 138,556 shares 138,556 $18.6M 0.05% -3,013 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,119 shares; 2024Q4: 34,680 shares; 2025Q1: 33,709 shares; 2025Q2: 33,524 shares; 2025Q3: 37,278 shares 37,278 $18.6M 0.05% +3,754 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,393 shares; 2024Q4: 341,005 shares; 2025Q1: 338,513 shares; 2025Q2: 326,935 shares; 2025Q3: 320,972 shares 320,972 $18.5M 0.05% -5,963 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: 536,724 shares; 2024Q4: 734,969 shares; 2025Q1: 681,775 shares; 2025Q2: 459,185 shares; 2025Q3: 405,640 shares 405,640 $18.3M 0.05% -53,545 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,259 shares; 2024Q4: 4,057 shares; 2025Q1: 4,345 shares; 2025Q2: 174,438 shares; 2025Q3: 183,840 shares 183,840 $17.8M 0.05% +9,402 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,545 shares; 2024Q4: 48,256 shares; 2025Q1: 52,322 shares; 2025Q2: 50,881 shares; 2025Q3: 38,411 shares 38,411 $17.8M 0.05% -12,470 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,680 shares; 2024Q4: 56,577 shares; 2025Q1: 54,100 shares; 2025Q2: 42,293 shares; 2025Q3: 35,547 shares 35,547 $17.7M 0.05% -6,746 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,697 shares; 2024Q4: 268,256 shares; 2025Q1: 255,777 shares; 2025Q2: 265,858 shares; 2025Q3: 324,565 shares 324,565 $17.7M 0.05% +58,707 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,140 shares; 2024Q4: 201,252 shares; 2025Q1: 193,345 shares; 2025Q2: 165,584 shares; 2025Q3: 142,093 shares 142,093 $17.7M 0.05% -23,491 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,140 shares; 2024Q4: 162,600 shares; 2025Q1: 181,958 shares; 2025Q2: 222,150 shares; 2025Q3: 240,995 shares 240,995 $17.7M 0.05% +18,845 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 24,715 shares; 2025Q1: 23,566 shares; 2025Q2: 23,196 shares; 2025Q3: 22,228 shares 22,228 $17.4M 0.05% -968 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,675 shares; 2024Q4: 295,333 shares; 2025Q1: 284,196 shares; 2025Q2: 286,420 shares; 2025Q3: 278,356 shares 278,356 $17.4M 0.05% -8,064 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: 82,754 shares; 2024Q4: 83,064 shares; 2025Q1: 84,791 shares; 2025Q2: 84,109 shares; 2025Q3: 84,265 shares 84,265 $17.3M 0.05% +156 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,980 shares; 2024Q4: 167,202 shares; 2025Q1: 204,708 shares; 2025Q2: 200,178 shares; 2025Q3: 35,521 shares 35,521 $17.2M 0.05% -164,657 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: 141,896 shares; 2024Q4: 144,242 shares; 2025Q1: 146,033 shares; 2025Q2: 141,169 shares; 2025Q3: 142,120 shares 142,120 $17.2M 0.05% +951 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,719 shares; 2024Q4: 225,403 shares; 2025Q1: 188,623 shares; 2025Q2: 196,995 shares; 2025Q3: 207,905 shares 207,905 $17.1M 0.05% +10,910 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: 152,688 shares; 2024Q4: 152,143 shares; 2025Q1: 161,190 shares; 2025Q2: 165,591 shares; 2025Q3: 168,649 shares 168,649 $17.1M 0.05% +3,058 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: 78,239 shares; 2024Q4: 76,230 shares; 2025Q1: 72,207 shares; 2025Q2: 56,984 shares; 2025Q3: 52,854 shares 52,854 $17.1M 0.05% -4,130 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,210 shares; 2024Q4: 103,866 shares; 2025Q1: 82,585 shares; 2025Q2: 71,736 shares; 2025Q3: 63,999 shares 63,999 $16.8M 0.04% -7,737 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,266 shares; 2024Q4: 80,629 shares; 2025Q1: 48,389 shares; 2025Q2: 38,914 shares; 2025Q3: 39,363 shares 39,363 $16.7M 0.04% +449 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 25,230 shares; 2025Q1: 61,726 shares; 2025Q2: 335,698 shares; 2025Q3: 623,786 shares 623,786 $16.5M 0.04% +288,088 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 36,331 shares; 2025Q1: 35,844 shares; 2025Q2: 37,135 shares; 2025Q3: 39,345 shares 39,345 $16.3M 0.04% +2,210 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: 111,993 shares; 2024Q4: 112,811 shares; 2025Q1: 126,251 shares; 2025Q2: 136,537 shares; 2025Q3: 146,902 shares 146,902 $16.3M 0.04% +10,365 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: 65,015 shares; 2024Q4: 70,277 shares; 2025Q1: 72,208 shares; 2025Q2: 72,535 shares; 2025Q3: 77,381 shares 77,381 $16.2M 0.04% +4,846 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: 235,447 shares; 2024Q4: 227,915 shares; 2025Q1: 217,754 shares; 2025Q2: 210,412 shares; 2025Q3: 210,103 shares 210,103 $16.1M 0.04% -309 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,839 shares; 2025Q1: 63,993 shares; 2025Q2: 80,634 shares; 2025Q3: 113,116 shares 113,116 $16.1M 0.04% +32,482 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,249 shares; 2024Q4: 109,434 shares; 2025Q1: 106,248 shares; 2025Q2: 101,966 shares; 2025Q3: 100,379 shares 100,379 $16M 0.04% -1,587 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: 136,824 shares; 2024Q4: 121,148 shares; 2025Q1: 122,830 shares; 2025Q2: 120,793 shares; 2025Q3: 114,122 shares 114,122 $15.9M 0.04% -6,671 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: 94,331 shares; 2024Q4: 88,998 shares; 2025Q1: 93,217 shares; 2025Q2: 89,987 shares; 2025Q3: 88,455 shares 88,455 $15.8M 0.04% -1,532 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,068 shares; 2024Q4: 15,068 shares; 2025Q1: 351,083 shares; 2025Q2: 351,885 shares; 2025Q3: 343,136 shares 343,136 $15.7M 0.04% -8,749 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: 224,034 shares; 2024Q4: 213,270 shares; 2025Q1: 201,587 shares; 2025Q2: 202,463 shares; 2025Q3: 186,845 shares 186,845 $15.7M 0.04% -15,618 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,066 shares; 2024Q4: 47,219 shares; 2025Q1: 48,787 shares; 2025Q2: 45,181 shares; 2025Q3: 39,860 shares 39,860 $15.5M 0.04% -5,321 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: 76,213 shares; 2024Q4: 94,093 shares; 2025Q1: 95,262 shares; 2025Q2: 95,794 shares; 2025Q3: 96,523 shares 96,523 $15.4M 0.04% +729 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,249 shares; 2024Q4: 128,018 shares; 2025Q1: 198,294 shares; 2025Q2: 294,573 shares; 2025Q3: 286,640 shares 286,640 $15.2M 0.04% -7,933 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: 57,529 shares; 2024Q4: 59,452 shares; 2025Q1: 59,415 shares; 2025Q2: 58,809 shares; 2025Q3: 59,600 shares 59,600 $15.2M 0.04% +791 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,379 shares; 2024Q4: 72,895 shares; 2025Q1: 77,105 shares; 2025Q2: 77,454 shares; 2025Q3: 77,138 shares 77,138 $15.1M 0.04% -316 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,372 shares; 2024Q4: 81,747 shares; 2025Q1: 80,799 shares; 2025Q2: 87,248 shares; 2025Q3: 85,467 shares 85,467 $15M 0.04% -1,781 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,045 shares; 2024Q4: 58,738 shares; 2025Q1: 60,571 shares; 2025Q2: 59,849 shares; 2025Q3: 61,234 shares 61,234 $15M 0.04% +1,385 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,481 shares; 2024Q4: 56,693 shares; 2025Q1: 56,493 shares; 2025Q2: 56,337 shares; 2025Q3: 54,260 shares 54,260 $15M 0.04% -2,077 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,457 shares; 2024Q4: 135,871 shares; 2025Q1: 89,885 shares; 2025Q2: 50,947 shares; 2025Q3: 420,398 shares 420,398 $14.7M 0.04% +369,451 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS 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: 363,765 shares 363,765 $14.6M 0.04% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,703 shares; 2024Q4: 142,735 shares; 2025Q1: 138,791 shares; 2025Q2: 126,839 shares; 2025Q3: 125,291 shares 125,291 $14.6M 0.04% -1,548 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 10,294 shares; 2025Q1: 10,083 shares; 2025Q2: 10,488 shares; 2025Q3: 7,645 shares 7,645 $14.6M 0.04% -2,843 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,125 shares; 2024Q4: 41,203 shares; 2025Q1: 44,791 shares; 2025Q2: 36,168 shares; 2025Q3: 38,534 shares 38,534 $14.5M 0.04% +2,366 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,391 shares; 2024Q4: 671,287 shares; 2025Q1: 281,466 shares; 2025Q2: 232,085 shares; 2025Q3: 225,230 shares 225,230 $14.5M 0.04% -6,855 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,023 shares; 2024Q4: 524,553 shares; 2025Q1: 516,393 shares; 2025Q2: 519,173 shares; 2025Q3: 510,456 shares 510,456 $14.5M 0.04% -8,717 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: 2,688 shares; 2024Q4: 2,749 shares; 2025Q1: 2,708 shares; 2025Q2: 2,691 shares; 2025Q3: 2,667 shares 2,667 $14.4M 0.04% -24 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: 42,278 shares; 2024Q4: 43,291 shares; 2025Q1: 43,422 shares; 2025Q2: 56,314 shares; 2025Q3: 48,606 shares 48,606 $14.3M 0.04% -7,708 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: 614,162 shares; 2024Q4: 532,016 shares; 2025Q1: 456,070 shares; 2025Q2: 391,921 shares; 2025Q3: 309,597 shares 309,597 $13.9M 0.04% -82,324 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,252 shares; 2024Q4: 77,481 shares; 2025Q1: 74,952 shares; 2025Q2: 72,147 shares; 2025Q3: 71,772 shares 71,772 $13.9M 0.04% -375 Timeline SMMD 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: 81,154 shares; 2024Q4: 222,745 shares; 2025Q1: 217,804 shares; 2025Q2: 212,306 shares; 2025Q3: 186,991 shares 186,991 $13.8M 0.04% -25,315 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: 54,071 shares; 2024Q4: 58,166 shares; 2025Q1: 51,108 shares; 2025Q2: 51,878 shares; 2025Q3: 48,740 shares 48,740 $13.8M 0.04% -3,138 Timeline TDUP THREDUP INC More: the full row for THREDUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,070 shares; 2024Q4: 2,030,276 shares; 2025Q1: 2,969,725 shares; 2025Q2: 2,645,045 shares; 2025Q3: 1,434,353 shares 1,434,353 $13.6M 0.04% -1,210,692 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: 85,488 shares; 2024Q4: 82,619 shares; 2025Q1: 86,264 shares; 2025Q2: 93,375 shares; 2025Q3: 87,284 shares 87,284 $13.5M 0.04% -6,091 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: 191,027 shares; 2024Q4: 187,640 shares; 2025Q1: 165,242 shares; 2025Q2: 156,634 shares; 2025Q3: 146,504 shares 146,504 $13.4M 0.04% -10,130 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,813 shares; 2024Q4: 49,426 shares; 2025Q1: 50,746 shares; 2025Q2: 52,525 shares; 2025Q3: 56,867 shares 56,867 $13.4M 0.04% +4,342 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,990 shares; 2024Q4: 33,432 shares; 2025Q1: 32,043 shares; 2025Q2: 27,275 shares; 2025Q3: 27,006 shares 27,006 $13.3M 0.04% -269 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,841 shares; 2024Q4: 178,950 shares; 2025Q1: 163,145 shares; 2025Q2: 147,267 shares; 2025Q3: 74,691 shares 74,691 $13.3M 0.04% -72,576 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,975 shares; 2024Q4: 448,434 shares; 2025Q1: 437,911 shares; 2025Q2: 259,358 shares; 2025Q3: 132,427 shares 132,427 $13.3M 0.04% -126,931 Timeline IWR 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: 139,996 shares; 2024Q4: 143,847 shares; 2025Q1: 142,435 shares; 2025Q2: 137,031 shares; 2025Q3: 137,224 shares 137,224 $13.2M 0.04% +193 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,443 shares; 2024Q4: 136,648 shares; 2025Q1: 128,701 shares; 2025Q2: 126,391 shares; 2025Q3: 123,277 shares 123,277 $13.1M 0.03% -3,114 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,248 shares; 2024Q4: 133,293 shares; 2025Q1: 168,206 shares; 2025Q2: 212,699 shares; 2025Q3: 229,983 shares 229,983 $13.1M 0.03% +17,284 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: 399,711 shares; 2024Q4: 377,954 shares; 2025Q1: 509,332 shares; 2025Q2: 524,603 shares; 2025Q3: 457,468 shares 457,468 $12.9M 0.03% -67,135 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,646 shares; 2024Q4: 43,435 shares; 2025Q1: 40,993 shares; 2025Q2: 41,999 shares; 2025Q3: 42,688 shares 42,688 $12.8M 0.03% +689 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: 129,273 shares; 2024Q4: 126,991 shares; 2025Q1: 121,292 shares; 2025Q2: 122,455 shares; 2025Q3: 127,569 shares 127,569 $12.8M 0.03% +5,114 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: 186,114 shares; 2024Q4: 183,443 shares; 2025Q1: 183,350 shares; 2025Q2: 192,290 shares; 2025Q3: 192,815 shares 192,815 $12.7M 0.03% +525 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: 166,285 shares; 2024Q4: 188,822 shares; 2025Q1: 214,801 shares; 2025Q2: 256,014 shares; 2025Q3: 286,116 shares 286,116 $12.6M 0.03% +30,102 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,692 shares; 2024Q4: 403,211 shares; 2025Q1: 426,790 shares; 2025Q2: 473,562 shares; 2025Q3: 647,024 shares 647,024 $12.5M 0.03% +173,462 Timeline IWO 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: 38,960 shares; 2024Q4: 38,271 shares; 2025Q1: 38,145 shares; 2025Q2: 38,583 shares; 2025Q3: 39,155 shares 39,155 $12.5M 0.03% +572 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: 77,016 shares; 2024Q4: 76,841 shares; 2025Q1: 76,412 shares; 2025Q2: 75,088 shares; 2025Q3: 74,917 shares 74,917 $12.5M 0.03% -171 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,116 shares; 2024Q4: 282,084 shares; 2025Q1: 297,434 shares; 2025Q2: 302,145 shares; 2025Q3: 262,305 shares 262,305 $12.4M 0.03% -39,840 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,791 shares; 2024Q4: 75,790 shares; 2025Q1: 78,895 shares; 2025Q2: 104,239 shares; 2025Q3: 168,396 shares 168,396 $12.4M 0.03% +64,157 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: 110,643 shares; 2024Q4: 103,435 shares; 2025Q1: 99,539 shares; 2025Q2: 104,074 shares; 2025Q3: 108,901 shares 108,901 $12.2M 0.03% +4,827 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,937 shares; 2024Q4: 45,070 shares; 2025Q1: 43,745 shares; 2025Q2: 25,805 shares; 2025Q3: 25,573 shares 25,573 $12.2M 0.03% -232 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,443 shares; 2024Q4: 133,270 shares; 2025Q1: 106,142 shares; 2025Q2: 108,670 shares; 2025Q3: 108,592 shares 108,592 $12.1M 0.03% -78 Timeline OPRX OPTIMIZERX CORP More: the full row for OPTIMIZERX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,094 shares; 2024Q4: 601,383 shares; 2025Q1: 631,031 shares; 2025Q2: 628,926 shares; 2025Q3: 591,139 shares 591,139 $12.1M 0.03% -37,787 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,898 shares; 2024Q4: 152,429 shares; 2025Q1: 149,118 shares; 2025Q2: 142,636 shares; 2025Q3: 134,938 shares 134,938 $12.1M 0.03% -7,698 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,587 shares; 2024Q4: 202,928 shares; 2025Q1: 184,395 shares; 2025Q2: 178,945 shares; 2025Q3: 178,706 shares 178,706 $12M 0.03% -239 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,845 shares; 2024Q4: 84,444 shares; 2025Q1: 160,317 shares; 2025Q2: 145,827 shares; 2025Q3: 136,192 shares 136,192 $11.9M 0.03% -9,635 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: 93,707 shares; 2024Q4: 93,534 shares; 2025Q1: 91,188 shares; 2025Q2: 93,445 shares; 2025Q3: 96,299 shares 96,299 $11.9M 0.03% +2,854 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: 17,577 shares; 2024Q4: 7,937 shares; 2025Q1: 10,016 shares; 2025Q2: 13,076 shares; 2025Q3: 12,263 shares 12,263 $11.9M 0.03% -813 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: 171,644 shares; 2024Q4: 151,895 shares; 2025Q1: 144,716 shares; 2025Q2: 139,884 shares; 2025Q3: 97,244 shares 97,244 $11.8M 0.03% -42,640 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,337 shares; 2024Q4: 333,839 shares; 2025Q1: 328,879 shares; 2025Q2: 296,439 shares; 2025Q3: 351,772 shares 351,772 $11.8M 0.03% +55,333 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,282 shares; 2024Q4: 103,227 shares; 2025Q1: 101,801 shares; 2025Q2: 102,596 shares; 2025Q3: 124,453 shares 124,453 $11.8M 0.03% +21,857 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: 42,075 shares; 2024Q4: 40,405 shares; 2025Q1: 38,894 shares; 2025Q2: 41,581 shares; 2025Q3: 40,885 shares 40,885 $11.8M 0.03% -696 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 74,158 shares; 2025Q1: 40,854 shares; 2025Q2: 43,259 shares; 2025Q3: 77,787 shares 77,787 $11.7M 0.03% +34,528 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,420 shares; 2024Q4: 239,893 shares; 2025Q1: 131,802 shares; 2025Q2: 170,831 shares; 2025Q3: 166,798 shares 166,798 $11.7M 0.03% -4,033 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,494 shares; 2024Q4: 394,599 shares; 2025Q1: 385,000 shares; 2025Q2: 378,858 shares; 2025Q3: 346,692 shares 346,692 $11.5M 0.03% -32,166 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: 118,107 shares; 2024Q4: 105,587 shares; 2025Q1: 127,140 shares; 2025Q2: 164,964 shares; 2025Q3: 169,517 shares 169,517 $11.5M 0.03% +4,553 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,815 shares; 2024Q4: 51,029 shares; 2025Q1: 50,440 shares; 2025Q2: 52,368 shares; 2025Q3: 52,079 shares 52,079 $11.4M 0.03% -289 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,915 shares; 2024Q4: 237,264 shares; 2025Q1: 190,607 shares; 2025Q2: 243,054 shares; 2025Q3: 200,293 shares 200,293 $11.4M 0.03% -42,761 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: 758,330 shares; 2024Q4: 457,570 shares; 2025Q1: 292,671 shares; 2025Q2: 274,580 shares; 2025Q3: 276,126 shares 276,126 $11.4M 0.03% +1,546 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,657 shares; 2024Q4: 242,664 shares; 2025Q1: 199,060 shares; 2025Q2: 163,439 shares; 2025Q3: 162,597 shares 162,597 $11.3M 0.03% -842 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,425 shares; 2024Q4: 225,695 shares; 2025Q1: 840,019 shares; 2025Q2: 839,206 shares; 2025Q3: 937,069 shares 937,069 $11.3M 0.03% +97,863 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: 46,275 shares; 2024Q4: 50,817 shares; 2025Q1: 47,678 shares; 2025Q2: 50,151 shares; 2025Q3: 56,166 shares 56,166 $11.3M 0.03% +6,015 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: 19,976 shares; 2024Q4: 22,437 shares; 2025Q1: 117,942 shares; 2025Q2: 118,768 shares; 2025Q3: 115,178 shares 115,178 $11.2M 0.03% -3,590 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 23,969 shares; 2025Q1: 24,349 shares; 2025Q2: 24,523 shares; 2025Q3: 152,557 shares 152,557 $11.2M 0.03% +128,034 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,975 shares; 2024Q4: 193,497 shares; 2025Q1: 163,355 shares; 2025Q2: 150,275 shares; 2025Q3: 341,024 shares 341,024 $11.1M 0.03% +190,749 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,096 shares; 2024Q4: 696,198 shares; 2025Q1: 685,439 shares; 2025Q2: 688,985 shares; 2025Q3: 675,245 shares 675,245 $11.1M 0.03% -13,740 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: 41,092 shares; 2024Q4: 42,156 shares; 2025Q1: 39,610 shares; 2025Q2: 40,064 shares; 2025Q3: 44,421 shares 44,421 $10.9M 0.03% +4,357 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: 51,628 shares; 2024Q4: 53,915 shares; 2025Q1: 55,174 shares; 2025Q2: 51,558 shares; 2025Q3: 52,221 shares 52,221 $10.9M 0.03% +663 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: 14,313 shares; 2024Q4: 13,828 shares; 2025Q1: 13,319 shares; 2025Q2: 12,492 shares; 2025Q3: 14,057 shares 14,057 $10.9M 0.03% +1,565 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,151 shares; 2024Q4: 643,526 shares; 2025Q1: 593,855 shares; 2025Q2: 571,329 shares; 2025Q3: 437,155 shares 437,155 $10.8M 0.03% -134,174 Timeline VPU 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: 24,150 shares; 2024Q4: 34,043 shares; 2025Q1: 41,961 shares; 2025Q2: 57,525 shares; 2025Q3: 56,974 shares 56,974 $10.8M 0.03% -551 Timeline PAVE 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: 407,741 shares; 2024Q4: 400,912 shares; 2025Q1: 408,440 shares; 2025Q2: 219,440 shares; 2025Q3: 225,265 shares 225,265 $10.7M 0.03% +5,825 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,557 shares; 2024Q4: 29,270 shares; 2025Q1: 26,770 shares; 2025Q2: 28,572 shares; 2025Q3: 26,637 shares 26,637 $10.7M 0.03% -1,935 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,250 shares; 2024Q4: 153,192 shares; 2025Q1: 126,853 shares; 2025Q2: 157,891 shares; 2025Q3: 101,756 shares 101,756 $10.6M 0.03% -56,135 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,037 shares; 2024Q4: 512,802 shares; 2025Q1: 212,336 shares; 2025Q2: 106,269 shares; 2025Q3: 104,967 shares 104,967 $10.5M 0.03% -1,302 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,978 shares; 2024Q4: 147,224 shares; 2025Q1: 145,388 shares; 2025Q2: 152,024 shares; 2025Q3: 143,426 shares 143,426 $10.5M 0.03% -8,598 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,047 shares; 2024Q4: 100,778 shares; 2025Q1: 99,906 shares; 2025Q2: 79,892 shares; 2025Q3: 101,231 shares 101,231 $10.4M 0.03% +21,339 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,840 shares; 2024Q4: 76,005 shares; 2025Q1: 72,222 shares; 2025Q2: 72,284 shares; 2025Q3: 74,080 shares 74,080 $10.4M 0.03% +1,796 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,177 shares; 2024Q4: 107,177 shares; 2025Q1: 105,177 shares; 2025Q2: 264,240 shares; 2025Q3: 268,511 shares 268,511 $10.3M 0.03% +4,271 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,802 shares; 2024Q4: 30,144 shares; 2025Q1: 106,721 shares; 2025Q2: 114,209 shares; 2025Q3: 115,883 shares 115,883 $10.3M 0.03% +1,674 Timeline XBI 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: 143,866 shares; 2024Q4: 139,754 shares; 2025Q1: 137,521 shares; 2025Q2: 99,220 shares; 2025Q3: 101,810 shares 101,810 $10.2M 0.03% +2,590 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,106 shares; 2024Q4: 119,561 shares; 2025Q1: 179,103 shares; 2025Q2: 228,604 shares; 2025Q3: 194,760 shares 194,760 $10.2M 0.03% -33,844 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737,022 shares; 2024Q4: 1,664,244 shares; 2025Q1: 1,686,169 shares; 2025Q2: 1,741,932 shares; 2025Q3: 1,717,439 shares 1,717,439 $10.1M 0.03% -24,493 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,131 shares; 2024Q4: 172,648 shares; 2025Q1: 167,931 shares; 2025Q2: 159,576 shares; 2025Q3: 120,899 shares 120,899 $9.87M 0.03% -38,677 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 17,102 shares; 2025Q1: 22,230 shares; 2025Q2: 23,529 shares; 2025Q3: 23,315 shares 23,315 $9.84M 0.03% -214 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,343 shares; 2024Q4: 328,863 shares; 2025Q1: 159,292 shares; 2025Q2: 152,415 shares; 2025Q3: 147,001 shares 147,001 $9.84M 0.03% -5,414 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,334 shares; 2024Q4: 119,562 shares; 2025Q1: 119,229 shares; 2025Q2: 136,963 shares; 2025Q3: 136,047 shares 136,047 $9.81M 0.03% -916 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,534 shares; 2024Q4: 104,389 shares; 2025Q1: 107,680 shares; 2025Q2: 107,456 shares; 2025Q3: 104,752 shares 104,752 $9.81M 0.03% -2,704 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: 226,550 shares; 2024Q4: 226,250 shares; 2025Q1: 214,112 shares; 2025Q2: 211,479 shares; 2025Q3: 211,600 shares 211,600 $9.78M 0.03% +121 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: 62,535 shares; 2024Q4: 53,831 shares; 2025Q1: 53,307 shares; 2025Q2: 55,949 shares; 2025Q3: 55,091 shares 55,091 $9.74M 0.03% -858 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,424 shares; 2024Q4: 159,412 shares; 2025Q1: 151,259 shares; 2025Q2: 144,143 shares; 2025Q3: 144,291 shares 144,291 $9.73M 0.03% +148 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,296 shares; 2024Q4: 109,413 shares; 2025Q1: 108,066 shares; 2025Q2: 107,600 shares; 2025Q3: 107,557 shares 107,557 $9.66M 0.03% -43 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,772 shares; 2025Q3: 200,318 shares 200,318 $9.6M 0.03% -2,454 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: 33,689 shares; 2024Q4: 93,183 shares; 2025Q1: 102,188 shares; 2025Q2: 103,321 shares; 2025Q3: 122,468 shares 122,468 $9.59M 0.03% +19,147 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,367 shares; 2025Q1: 7,736 shares; 2025Q2: 8,323 shares; 2025Q3: 19,234 shares 19,234 $9.59M 0.03% +10,911 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 3,512 shares; 2025Q1: 3,993 shares; 2025Q2: 4,017 shares; 2025Q3: 4,083 shares 4,083 $9.54M 0.03% +66 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,189 shares; 2024Q4: 577,670 shares; 2025Q1: 583,268 shares; 2025Q2: 561,307 shares; 2025Q3: 551,425 shares 551,425 $9.52M 0.03% -9,882 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: 123,311 shares; 2024Q4: 118,298 shares; 2025Q1: 117,058 shares; 2025Q2: 117,373 shares; 2025Q3: 116,342 shares 116,342 $9.49M 0.03% -1,031 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: 19,301 shares; 2024Q4: 18,105 shares; 2025Q1: 16,671 shares; 2025Q2: 16,405 shares; 2025Q3: 15,549 shares 15,549 $9.47M 0.03% -856 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,476 shares; 2024Q4: 515,292 shares; 2025Q1: 571,952 shares; 2025Q2: 572,420 shares; 2025Q3: 551,919 shares 551,919 $9.47M 0.03% -20,501 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: 159,685 shares; 2024Q4: 151,516 shares; 2025Q1: 155,521 shares; 2025Q2: 164,862 shares; 2025Q3: 157,611 shares 157,611 $9.41M 0.03% -7,251 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: 40,789 shares; 2024Q4: 42,763 shares; 2025Q1: 44,761 shares; 2025Q2: 51,341 shares; 2025Q3: 46,599 shares 46,599 $9.39M 0.02% -4,742 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: 9,599 shares; 2024Q4: 11,358 shares; 2025Q1: 9,508 shares; 2025Q2: 8,987 shares; 2025Q3: 10,182 shares 10,182 $9.37M 0.02% +1,195 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,954 shares; 2024Q4: 271,869 shares; 2025Q1: 308,565 shares; 2025Q2: 330,007 shares; 2025Q3: 355,926 shares 355,926 $9.35M 0.02% +25,919 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,358 shares; 2024Q4: 89,552 shares; 2025Q1: 102,215 shares; 2025Q2: 100,430 shares; 2025Q3: 113,018 shares 113,018 $9.32M 0.02% +12,588 Timeline DLN 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: 13,156 shares; 2024Q4: 13,156 shares; 2025Q1: 13,156 shares; 2025Q2: 13,156 shares; 2025Q3: 106,715 shares 106,715 $9.29M 0.02% +93,559 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,312 shares; 2024Q4: 208,773 shares; 2025Q1: 203,297 shares; 2025Q2: 236,520 shares; 2025Q3: 240,796 shares 240,796 $9.23M 0.02% +4,276 Timeline EFG 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: 127,309 shares; 2024Q4: 88,853 shares; 2025Q1: 83,093 shares; 2025Q2: 81,627 shares; 2025Q3: 81,037 shares 81,037 $9.23M 0.02% -590 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: 3,160 shares; 2024Q4: not reported; 2025Q1: 3,833 shares; 2025Q2: not reported; 2025Q3: 34,403 shares 34,403 $9.19M 0.02% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,059 shares; 2024Q4: 35,855 shares; 2025Q1: 34,072 shares; 2025Q2: 33,060 shares; 2025Q3: 35,422 shares 35,422 $9.15M 0.02% +2,362 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,517 shares; 2024Q4: 114,740 shares; 2025Q1: 112,174 shares; 2025Q2: 136,114 shares; 2025Q3: 133,154 shares 133,154 $9.13M 0.02% -2,960 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,261 shares; 2024Q4: 323,979 shares; 2025Q1: 286,895 shares; 2025Q2: 269,662 shares; 2025Q3: 184,469 shares 184,469 $9.04M 0.02% -85,193 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,688 shares; 2024Q4: 646,612 shares; 2025Q1: 334,221 shares; 2025Q2: 350,131 shares; 2025Q3: 328,976 shares 328,976 $9.03M 0.02% -21,155 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,061 shares; 2024Q4: 35,414 shares; 2025Q1: 24,388 shares; 2025Q2: 74,699 shares; 2025Q3: 68,027 shares 68,027 $9.01M 0.02% -6,672 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: 35,121 shares; 2024Q4: 35,319 shares; 2025Q1: 32,731 shares; 2025Q2: 34,442 shares; 2025Q3: 34,513 shares 34,513 $8.99M 0.02% +71 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,632 shares; 2024Q4: 46,854 shares; 2025Q1: 41,331 shares; 2025Q2: 48,600 shares; 2025Q3: 60,078 shares 60,078 $8.86M 0.02% +11,478 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,466 shares; 2024Q4: 277,380 shares; 2025Q1: 192,045 shares; 2025Q2: 155,430 shares; 2025Q3: 155,775 shares 155,775 $8.86M 0.02% +345 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: 74,095 shares; 2024Q4: 75,163 shares; 2025Q1: 74,603 shares; 2025Q2: 74,759 shares; 2025Q3: 74,471 shares 74,471 $8.82M 0.02% -288 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,130 shares; 2024Q4: 59,019 shares; 2025Q1: 59,013 shares; 2025Q2: 39,321 shares; 2025Q3: 74,251 shares 74,251 $8.79M 0.02% +34,930 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,888 shares; 2024Q4: 15,888 shares; 2025Q1: 228,462 shares; 2025Q2: 229,649 shares; 2025Q3: 221,095 shares 221,095 $8.78M 0.02% -8,554 Timeline VUSB 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: 162,139 shares; 2024Q4: 161,748 shares; 2025Q1: 175,297 shares; 2025Q2: 174,327 shares; 2025Q3: 175,396 shares 175,396 $8.77M 0.02% +1,069 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: 96,529 shares; 2024Q4: 77,361 shares; 2025Q1: 86,391 shares; 2025Q2: 68,856 shares; 2025Q3: 26,549 shares 26,549 $8.66M 0.02% -42,307 Timeline VIGI 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: 76,166 shares; 2024Q4: 73,158 shares; 2025Q1: 73,058 shares; 2025Q2: 83,059 shares; 2025Q3: 96,643 shares 96,643 $8.66M 0.02% +13,584 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,243 shares; 2024Q4: 53,151 shares; 2025Q1: 50,169 shares; 2025Q2: 45,406 shares; 2025Q3: 44,310 shares 44,310 $8.54M 0.02% -1,096 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,971 shares; 2024Q4: 114,074 shares; 2025Q1: 105,388 shares; 2025Q2: 110,041 shares; 2025Q3: 108,904 shares 108,904 $8.5M 0.02% -1,137 Timeline COWZ 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: 112,326 shares; 2024Q4: 131,984 shares; 2025Q1: 150,767 shares; 2025Q2: 161,039 shares; 2025Q3: 147,880 shares 147,880 $8.5M 0.02% -13,159 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: 64,918 shares; 2024Q4: 66,173 shares; 2025Q1: 66,045 shares; 2025Q2: 67,358 shares; 2025Q3: 82,027 shares 82,027 $8.48M 0.02% +14,669 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: 30,520 shares; 2024Q4: 29,515 shares; 2025Q1: 28,633 shares; 2025Q2: 28,212 shares; 2025Q3: 28,389 shares 28,389 $8.45M 0.02% +177 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,256 shares; 2024Q4: 31,308 shares; 2025Q1: 30,734 shares; 2025Q2: 29,757 shares; 2025Q3: 30,237 shares 30,237 $8.44M 0.02% +480 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: 80,819 shares; 2024Q4: 80,252 shares; 2025Q1: 76,522 shares; 2025Q2: 66,107 shares; 2025Q3: 65,726 shares 65,726 $8.43M 0.02% -381 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,670 shares; 2024Q4: 114,129 shares; 2025Q1: 101,995 shares; 2025Q2: 98,866 shares; 2025Q3: 150,089 shares 150,089 $8.35M 0.02% +51,223 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,428 shares; 2024Q4: 31,057 shares; 2025Q1: 31,527 shares; 2025Q2: 91,857 shares; 2025Q3: 84,571 shares 84,571 $8.27M 0.02% -7,286 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,373 shares; 2024Q4: 108,621 shares; 2025Q1: 107,510 shares; 2025Q2: 145,121 shares; 2025Q3: 109,618 shares 109,618 $8.23M 0.02% -35,503 Timeline SCHI 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: 183 shares; 2024Q4: 40,919 shares; 2025Q1: 106,198 shares; 2025Q2: 135,174 shares; 2025Q3: 353,955 shares 353,955 $8.17M 0.02% +218,781 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,769 shares; 2024Q4: 94,212 shares; 2025Q1: 94,262 shares; 2025Q2: 95,573 shares; 2025Q3: 99,626 shares 99,626 $8.15M 0.02% +4,053 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662,830 shares; 2024Q4: 1,220,048 shares; 2025Q1: 1,613,012 shares; 2025Q2: 1,627,315 shares; 2025Q3: 1,263,916 shares 1,263,916 $8.15M 0.02% -363,399 Timeline IVE 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: 37,404 shares; 2024Q4: 38,101 shares; 2025Q1: 37,992 shares; 2025Q2: 38,334 shares; 2025Q3: 39,236 shares 39,236 $8.1M 0.02% +902 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 208,757 shares; 2025Q1: 227,690 shares; 2025Q2: 244,647 shares; 2025Q3: 235,001 shares 235,001 $8.1M 0.02% -9,646 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,199 shares; 2024Q4: 192,681 shares; 2025Q1: 181,290 shares; 2025Q2: 121,438 shares; 2025Q3: 96,123 shares 96,123 $8.03M 0.02% -25,315 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: 81,549 shares; 2024Q4: 285,575 shares; 2025Q1: 299,674 shares; 2025Q2: 297,226 shares; 2025Q3: 311,890 shares 311,890 $8.02M 0.02% +14,664 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 9,574 shares; 2025Q1: 52,250 shares; 2025Q2: 53,530 shares; 2025Q3: 54,397 shares 54,397 $7.98M 0.02% +867 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,481 shares; 2024Q4: 35,129 shares; 2025Q1: 34,883 shares; 2025Q2: 33,808 shares; 2025Q3: 33,420 shares 33,420 $7.96M 0.02% -388 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 207,333 shares 207,333 $7.92M 0.02% new 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: 88,407 shares; 2024Q4: 89,029 shares; 2025Q1: 87,594 shares; 2025Q2: 88,714 shares; 2025Q3: 83,185 shares 83,185 $7.91M 0.02% -5,529 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,565 shares; 2024Q4: 249,307 shares; 2025Q1: 249,692 shares; 2025Q2: 299,533 shares; 2025Q3: 299,906 shares 299,906 $7.91M 0.02% +373 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,923 shares; 2024Q4: 181,894 shares; 2025Q1: 125,962 shares; 2025Q2: 232,374 shares; 2025Q3: 235,949 shares 235,949 $7.88M 0.02% +3,575 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,342 shares; 2024Q4: 15,079 shares; 2025Q1: 121,352 shares; 2025Q2: 26,748 shares; 2025Q3: 185,371 shares 185,371 $7.85M 0.02% +158,623 Timeline SOXX 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: 20,964 shares; 2024Q4: 21,554 shares; 2025Q1: 21,137 shares; 2025Q2: 29,531 shares; 2025Q3: 28,349 shares 28,349 $7.69M 0.02% -1,182 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,811 shares; 2024Q4: 304,381 shares; 2025Q1: 214,469 shares; 2025Q2: 163,987 shares; 2025Q3: 139,494 shares 139,494 $7.63M 0.02% -24,493 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,051 shares; 2024Q4: 268,605 shares; 2025Q1: 300,205 shares; 2025Q2: 258,356 shares; 2025Q3: 257,356 shares 257,356 $7.62M 0.02% -1,000 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: not reported; 2024Q4: 6,724 shares; 2025Q1: 12,707 shares; 2025Q2: 39,397 shares; 2025Q3: 141,930 shares 141,930 $7.56M 0.02% +102,533 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: 85,559 shares; 2024Q4: 78,739 shares; 2025Q1: 78,242 shares; 2025Q2: 66,708 shares; 2025Q3: 67,691 shares 67,691 $7.53M 0.02% +983 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: 94,849 shares; 2024Q4: 94,532 shares; 2025Q1: 82,237 shares; 2025Q2: 82,679 shares; 2025Q3: 78,855 shares 78,855 $7.51M 0.02% -3,824 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,567 shares; 2024Q4: 69,278 shares; 2025Q1: 40,605 shares; 2025Q2: 41,178 shares; 2025Q3: 33,328 shares 33,328 $7.48M 0.02% -7,850 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: 21,025 shares; 2024Q4: 21,489 shares; 2025Q1: 22,052 shares; 2025Q2: 21,981 shares; 2025Q3: 22,459 shares 22,459 $7.48M 0.02% +478 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP 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: 3,300 shares; 2025Q2: 69,541 shares; 2025Q3: 73,692 shares 73,692 $7.44M 0.02% +4,151 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: 64,112 shares; 2025Q1: 53,832 shares; 2025Q2: 47,911 shares; 2025Q3: 55,406 shares 55,406 $7.42M 0.02% +7,495 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,725 shares; 2024Q4: 55,234 shares; 2025Q1: 53,495 shares; 2025Q2: 51,531 shares; 2025Q3: 49,193 shares 49,193 $7.37M 0.02% -2,338 Timeline HEFA 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: 144,120 shares; 2024Q4: 85,430 shares; 2025Q1: 115,378 shares; 2025Q2: 138,720 shares; 2025Q3: 185,987 shares 185,987 $7.37M 0.02% +47,267 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: 175,957 shares; 2024Q4: 169,575 shares; 2025Q1: 155,075 shares; 2025Q2: 155,090 shares; 2025Q3: 151,891 shares 151,891 $7.34M 0.02% -3,199 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,394 shares; 2024Q4: 32,869 shares; 2025Q1: 14,349 shares; 2025Q2: 12,799 shares; 2025Q3: 13,373 shares 13,373 $7.31M 0.02% +574 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,957 shares; 2024Q4: 8,347 shares; 2025Q1: 7,995 shares; 2025Q2: 7,822 shares; 2025Q3: 7,823 shares 7,823 $7.3M 0.02% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,562 shares; 2024Q4: 38,796 shares; 2025Q1: 39,746 shares; 2025Q2: 38,787 shares; 2025Q3: 42,834 shares 42,834 $7.29M 0.02% +4,047 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,022 shares; 2024Q4: 39,387 shares; 2025Q1: 38,947 shares; 2025Q2: 36,285 shares; 2025Q3: 38,527 shares 38,527 $7.21M 0.02% +2,242 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,204 shares; 2024Q4: 91,147 shares; 2025Q1: 106,114 shares; 2025Q2: 113,941 shares; 2025Q3: 114,559 shares 114,559 $7.15M 0.02% +618 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,344 shares; 2024Q4: 100,136 shares; 2025Q1: 12,989 shares; 2025Q2: 14,596 shares; 2025Q3: 53,245 shares 53,245 $7.1M 0.02% +38,649 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: 31,528 shares; 2024Q4: 31,307 shares; 2025Q1: 30,958 shares; 2025Q2: 30,964 shares; 2025Q3: 30,791 shares 30,791 $7.07M 0.02% -173 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: 91,316 shares; 2024Q4: 26,644 shares; 2025Q1: 26,845 shares; 2025Q2: 26,077 shares; 2025Q3: 17,990 shares 17,990 $7.05M 0.02% -8,087 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: 20,294 shares; 2024Q4: 20,464 shares; 2025Q1: 31,127 shares; 2025Q2: 31,814 shares; 2025Q3: 29,042 shares 29,042 $6.96M 0.02% -2,772 Timeline OKLO OKLO INC More: the full row for OKLO 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: 41,540 shares; 2025Q3: 62,229 shares 62,229 $6.95M 0.02% +20,689 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 8,462 shares; 2025Q1: 7,191 shares; 2025Q2: 6,975 shares; 2025Q3: 7,236 shares 7,236 $6.91M 0.02% +261 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,018 shares; 2024Q4: 38,053 shares; 2025Q1: 102,044 shares; 2025Q2: 94,155 shares; 2025Q3: 92,780 shares 92,780 $6.9M 0.02% -1,375 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,466 shares; 2024Q4: 61,091 shares; 2025Q1: 135,798 shares; 2025Q2: 131,319 shares; 2025Q3: 127,638 shares 127,638 $6.88M 0.02% -3,681 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,443 shares; 2024Q4: 216,443 shares; 2025Q1: 216,622 shares; 2025Q2: 216,622 shares; 2025Q3: 217,730 shares 217,730 $6.83M 0.02% +1,108 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,233 shares; 2024Q4: 42,203 shares; 2025Q1: 41,869 shares; 2025Q2: 60,683 shares; 2025Q3: 52,552 shares 52,552 $6.77M 0.02% -8,131 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: 47,423 shares; 2024Q4: 49,268 shares; 2025Q1: 50,007 shares; 2025Q2: 47,784 shares; 2025Q3: 47,298 shares 47,298 $6.74M 0.02% -486 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,200 shares; 2024Q4: 54,467 shares; 2025Q1: 54,320 shares; 2025Q2: 50,603 shares; 2025Q3: 42,016 shares 42,016 $6.71M 0.02% -8,587 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 19,416 shares; 2025Q1: 64,409 shares; 2025Q2: 30,073 shares; 2025Q3: 40,013 shares 40,013 $6.7M 0.02% +9,940 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: 36,687 shares; 2024Q4: 36,782 shares; 2025Q1: 36,740 shares; 2025Q2: 35,653 shares; 2025Q3: 39,356 shares 39,356 $6.67M 0.02% +3,703 Timeline IHI 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: 103,963 shares; 2024Q4: 101,944 shares; 2025Q1: 108,207 shares; 2025Q2: 111,527 shares; 2025Q3: 110,285 shares 110,285 $6.63M 0.02% -1,242 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,968 shares; 2024Q4: 206,224 shares; 2025Q1: 231,153 shares; 2025Q2: 245,255 shares; 2025Q3: 238,776 shares 238,776 $6.61M 0.02% -6,479 Timeline THRY THRYV HLDGS INC More: the full row for THRYV HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,663 shares; 2024Q4: 390,546 shares; 2025Q1: 409,938 shares; 2025Q2: 456,057 shares; 2025Q3: 547,418 shares 547,418 $6.6M 0.02% +91,361 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: 22,528 shares; 2024Q4: 21,430 shares; 2025Q1: 20,768 shares; 2025Q2: 21,121 shares; 2025Q3: 21,119 shares 21,119 $6.6M 0.02% -2 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: 51,735 shares; 2024Q4: 208,781 shares; 2025Q1: 204,742 shares; 2025Q2: 158,902 shares; 2025Q3: 206,008 shares 206,008 $6.57M 0.02% +47,106 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,824 shares; 2024Q4: 94,737 shares; 2025Q1: 79,098 shares; 2025Q2: 78,908 shares; 2025Q3: 78,883 shares 78,883 $6.5M 0.02% -25 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: 372,578 shares; 2024Q4: 349,983 shares; 2025Q1: 264,453 shares; 2025Q2: 237,917 shares; 2025Q3: 205,203 shares 205,203 $6.45M 0.02% -32,714 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,954 shares; 2024Q4: 180,564 shares; 2025Q1: 74,995 shares; 2025Q2: 68,487 shares; 2025Q3: 57,443 shares 57,443 $6.45M 0.02% -11,044 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 15,158 shares; 2025Q1: 15,851 shares; 2025Q2: 19,096 shares; 2025Q3: 19,975 shares 19,975 $6.44M 0.02% +879 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,873 shares; 2024Q4: 449,727 shares; 2025Q1: 434,981 shares; 2025Q2: 519,574 shares; 2025Q3: 474,427 shares 474,427 $6.4M 0.02% -45,147 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: 151,847 shares; 2024Q4: 148,540 shares; 2025Q1: 155,608 shares; 2025Q2: 159,403 shares; 2025Q3: 161,434 shares 161,434 $6.38M 0.02% +2,031 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: 40,121 shares; 2024Q4: 48,049 shares; 2025Q1: 48,914 shares; 2025Q2: 27,140 shares; 2025Q3: 28,249 shares 28,249 $6.37M 0.02% +1,109 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,913 shares; 2024Q4: 19,690 shares; 2025Q1: 21,068 shares; 2025Q2: 26,950 shares; 2025Q3: 31,814 shares 31,814 $6.35M 0.02% +4,864 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,855 shares; 2025Q1: 2,946 shares; 2025Q2: 41,797 shares; 2025Q3: 46,269 shares 46,269 $6.26M 0.02% +4,472 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,665 shares; 2024Q4: 60,138 shares; 2025Q1: 42,823 shares; 2025Q2: 45,263 shares; 2025Q3: 47,263 shares 47,263 $6.25M 0.02% +2,000 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: 119,780 shares; 2024Q4: 118,098 shares; 2025Q1: 102,750 shares; 2025Q2: 108,402 shares; 2025Q3: 105,244 shares 105,244 $6.24M 0.02% -3,158 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: 129,865 shares; 2024Q4: 127,270 shares; 2025Q1: 121,199 shares; 2025Q2: 118,493 shares; 2025Q3: 123,624 shares 123,624 $6.23M 0.02% +5,131 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,193 shares; 2024Q4: 136,039 shares; 2025Q1: 132,168 shares; 2025Q2: 125,047 shares; 2025Q3: 80,520 shares 80,520 $6.23M 0.02% -44,527 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: 27,217 shares; 2024Q4: 29,475 shares; 2025Q1: 30,708 shares; 2025Q2: 31,641 shares; 2025Q3: 31,487 shares 31,487 $6.17M 0.02% -154 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: 10,209 shares; 2024Q4: 10,345 shares; 2025Q1: 9,720 shares; 2025Q2: 9,682 shares; 2025Q3: 9,767 shares 9,767 $6.16M 0.02% +85 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,524 shares; 2024Q4: 131,988 shares; 2025Q1: 132,515 shares; 2025Q2: 135,637 shares; 2025Q3: 135,154 shares 135,154 $6.11M 0.02% -483 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 27,870 shares; 2025Q1: 27,379 shares; 2025Q2: 26,557 shares; 2025Q3: 25,813 shares 25,813 $6.09M 0.02% -744 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,170 shares; 2024Q4: 54,382 shares; 2025Q1: 52,529 shares; 2025Q2: 49,482 shares; 2025Q3: 50,077 shares 50,077 $6.08M 0.02% +595 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,938 shares; 2024Q4: 179,549 shares; 2025Q1: 175,709 shares; 2025Q2: 174,748 shares; 2025Q3: 171,238 shares 171,238 $6.07M 0.02% -3,510 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,481 shares; 2024Q4: 14,930 shares; 2025Q1: 12,651 shares; 2025Q2: 12,506 shares; 2025Q3: 12,325 shares 12,325 $6.05M 0.02% -181 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: 32,328 shares; 2024Q4: 98,808 shares; 2025Q1: 106,405 shares; 2025Q2: 230,325 shares; 2025Q3: 229,433 shares 229,433 $6.04M 0.02% -892 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,437 shares; 2024Q4: 780,202 shares; 2025Q1: 786,105 shares; 2025Q2: 796,643 shares; 2025Q3: 779,204 shares 779,204 $6.01M 0.02% -17,439 Timeline EEM 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: 178,179 shares; 2024Q4: 159,062 shares; 2025Q1: 148,365 shares; 2025Q2: 93,694 shares; 2025Q3: 112,355 shares 112,355 $6M 0.02% +18,661 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,608 shares; 2024Q4: 78,935 shares; 2025Q1: 78,574 shares; 2025Q2: 78,876 shares; 2025Q3: 76,584 shares 76,584 $5.97M 0.02% -2,292 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: 122,826 shares; 2024Q4: 122,921 shares; 2025Q1: 120,952 shares; 2025Q2: 122,994 shares; 2025Q3: 115,703 shares 115,703 $5.84M 0.02% -7,291 Timeline NOBL 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: 58,872 shares; 2024Q4: 59,660 shares; 2025Q1: 57,891 shares; 2025Q2: 58,272 shares; 2025Q3: 56,633 shares 56,633 $5.84M 0.02% -1,639 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: 56,146 shares; 2024Q4: 54,347 shares; 2025Q1: 61,831 shares; 2025Q2: 67,874 shares; 2025Q3: 66,918 shares 66,918 $5.84M 0.02% -956 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: 66,575 shares; 2024Q4: 67,997 shares; 2025Q1: 71,491 shares; 2025Q2: 73,071 shares; 2025Q3: 69,266 shares 69,266 $5.83M 0.02% -3,805 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: 8,982 shares; 2024Q4: 21,297 shares; 2025Q1: 21,686 shares; 2025Q2: 23,041 shares; 2025Q3: 61,792 shares 61,792 $5.76M 0.02% +38,751 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP 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: 8,403 shares; 2025Q3: 18,556 shares 18,556 $5.75M 0.02% +10,153 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,324 shares; 2024Q4: 37,664 shares; 2025Q1: 29,877 shares; 2025Q2: 40,355 shares; 2025Q3: 48,343 shares 48,343 $5.75M 0.02% +7,988 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,136 shares; 2024Q4: 30,753 shares; 2025Q1: 22,902 shares; 2025Q2: 17,571 shares; 2025Q3: 18,835 shares 18,835 $5.75M 0.02% +1,264 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,851 shares; 2024Q4: 142,716 shares; 2025Q1: 154,958 shares; 2025Q2: 165,657 shares; 2025Q3: 143,084 shares 143,084 $5.73M 0.02% -22,573 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 6,839 shares; 2025Q1: 32,334 shares; 2025Q2: 67,637 shares; 2025Q3: 70,941 shares 70,941 $5.73M 0.02% +3,304 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: 29,399 shares; 2024Q4: 29,214 shares; 2025Q1: 31,048 shares; 2025Q2: 31,603 shares; 2025Q3: 31,778 shares 31,778 $5.66M 0.02% +175 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: 38,322 shares; 2024Q4: 39,121 shares; 2025Q1: 37,266 shares; 2025Q2: 35,036 shares; 2025Q3: 30,205 shares 30,205 $5.65M 0.02% -4,831 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: 63,109 shares; 2024Q4: 62,003 shares; 2025Q1: 77,262 shares; 2025Q2: 83,689 shares; 2025Q3: 82,695 shares 82,695 $5.63M 0.01% -994 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,935 shares; 2024Q4: 43,719 shares; 2025Q1: 43,401 shares; 2025Q2: 42,936 shares; 2025Q3: 41,127 shares 41,127 $5.57M 0.01% -1,809 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: 171,238 shares; 2024Q4: 161,609 shares; 2025Q1: 170,528 shares; 2025Q2: 162,277 shares; 2025Q3: 155,487 shares 155,487 $5.52M 0.01% -6,790 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,682 shares; 2024Q4: 45,962 shares; 2025Q1: 46,097 shares; 2025Q2: 52,990 shares; 2025Q3: 61,034 shares 61,034 $5.47M 0.01% +8,044 Timeline ITA 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: 16,354 shares; 2024Q4: 19,130 shares; 2025Q1: 19,013 shares; 2025Q2: 22,597 shares; 2025Q3: 25,726 shares 25,726 $5.38M 0.01% +3,129 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,542 shares; 2024Q4: 59,542 shares; 2025Q1: 61,517 shares; 2025Q2: 101,642 shares; 2025Q3: 141,873 shares 141,873 $5.38M 0.01% +40,231 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,465 shares; 2024Q4: 22,423 shares; 2025Q1: 18,229 shares; 2025Q2: 18,024 shares; 2025Q3: 18,097 shares 18,097 $5.36M 0.01% +73 Timeline