VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474,212 shares; 2024Q4: 3,646,211 shares; 2025Q1: 3,898,203 shares; 2025Q2: 4,281,559 shares; 2025Q3: 4,401,078 shares 4,401,078 $2.69B 4.37% +119,519 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: 7,271,752 shares; 2024Q4: 7,339,778 shares; 2025Q1: 8,548,599 shares; 2025Q2: 8,850,687 shares; 2025Q3: 8,800,700 shares 8,800,700 $2.22B 3.61% -49,987 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: 8,994,223 shares; 2024Q4: 9,279,637 shares; 2025Q1: 10,806,277 shares; 2025Q2: 10,910,206 shares; 2025Q3: 11,717,139 shares 11,717,139 $2.18B 3.53% +806,933 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190,595 shares; 2024Q4: 3,122,622 shares; 2025Q1: 3,617,099 shares; 2025Q2: 3,691,254 shares; 2025Q3: 3,663,123 shares 3,663,123 $1.9B 3.08% -28,131 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843,551 shares; 2024Q4: 1,987,322 shares; 2025Q1: 2,068,242 shares; 2025Q2: 2,264,625 shares; 2025Q3: 2,309,968 shares 2,309,968 $1.55B 2.51% +45,343 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: 2,234,812 shares; 2024Q4: 2,206,917 shares; 2025Q1: 2,248,307 shares; 2025Q2: 2,205,136 shares; 2025Q3: 2,186,767 shares 2,186,767 $1.32B 2.15% -18,369 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: 15,432,650 shares; 2024Q4: 16,706,732 shares; 2025Q1: 16,633,500 shares; 2025Q2: 17,482,679 shares; 2025Q3: 18,676,897 shares 18,676,897 $1.12B 1.81% +1,194,218 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: 8,712,373 shares; 2024Q4: 8,975,341 shares; 2025Q1: 9,832,131 shares; 2025Q2: 11,680,694 shares; 2025Q3: 11,600,724 shares 11,600,724 $1.01B 1.64% -79,970 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: 3,639,220 shares; 2024Q4: 3,612,090 shares; 2025Q1: 4,225,701 shares; 2025Q2: 4,315,439 shares; 2025Q3: 4,498,676 shares 4,498,676 $986M 1.6% +183,237 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: 2,001,287 shares; 2024Q4: 1,908,930 shares; 2025Q1: 2,857,017 shares; 2025Q2: 2,879,439 shares; 2025Q3: 2,872,494 shares 2,872,494 $948M 1.54% -6,945 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: 6,356,220 shares; 2024Q4: 6,439,118 shares; 2025Q1: 6,501,095 shares; 2025Q2: 6,533,700 shares; 2025Q3: 6,144,729 shares 6,144,729 $944M 1.53% -388,971 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: 2,776,590 shares; 2024Q4: 2,835,419 shares; 2025Q1: 3,328,122 shares; 2025Q2: 3,477,919 shares; 2025Q3: 3,418,726 shares 3,418,726 $831M 1.35% -59,193 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: 2,480,769 shares; 2024Q4: 2,371,758 shares; 2025Q1: 3,173,396 shares; 2025Q2: 3,283,668 shares; 2025Q3: 3,245,951 shares 3,245,951 $791M 1.28% -37,717 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583,297 shares; 2024Q4: 2,690,956 shares; 2025Q1: 2,689,934 shares; 2025Q2: 3,755,880 shares; 2025Q3: 3,709,017 shares 3,709,017 $721M 1.17% -46,863 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: 748,222 shares; 2024Q4: 705,638 shares; 2025Q1: 1,142,252 shares; 2025Q2: 880,958 shares; 2025Q3: 970,695 shares 970,695 $710M 1.15% +89,737 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: 4,868,447 shares; 2024Q4: 5,847,781 shares; 2025Q1: 6,246,217 shares; 2025Q2: 6,704,353 shares; 2025Q3: 7,021,638 shares 7,021,638 $704M 1.14% +317,285 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: 1,715,050 shares; 2024Q4: 1,651,743 shares; 2025Q1: 1,999,141 shares; 2025Q2: 1,997,882 shares; 2025Q3: 1,965,883 shares 1,965,883 $620M 1.01% -31,999 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: 1,208,365 shares; 2024Q4: 1,574,001 shares; 2025Q1: 1,630,879 shares; 2025Q2: 1,671,202 shares; 2025Q3: 1,710,873 shares 1,710,873 $561M 0.91% +39,671 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: 580,520 shares; 2024Q4: 580,815 shares; 2025Q1: 600,130 shares; 2025Q2: 607,198 shares; 2025Q3: 690,583 shares 690,583 $525M 0.85% +83,385 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: 6,217,901 shares; 2024Q4: 18,460,760 shares; 2025Q1: 18,682,304 shares; 2025Q2: 18,731,019 shares; 2025Q3: 18,864,225 shares 18,864,225 $497M 0.81% +133,206 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: 2,037,781 shares; 2024Q4: 2,447,744 shares; 2025Q1: 2,489,394 shares; 2025Q2: 3,754,934 shares; 2025Q3: 4,049,483 shares 4,049,483 $481M 0.78% +294,549 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: 682,159 shares; 2024Q4: 681,967 shares; 2025Q1: 699,177 shares; 2025Q2: 731,557 shares; 2025Q3: 730,613 shares 730,613 $439M 0.71% -944 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: 620,969 shares; 2024Q4: 633,681 shares; 2025Q1: 727,188 shares; 2025Q2: 774,995 shares; 2025Q3: 767,928 shares 767,928 $386M 0.63% -7,067 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: 937,705 shares; 2024Q4: 897,281 shares; 2025Q1: 1,095,778 shares; 2025Q2: 1,112,483 shares; 2025Q3: 1,110,186 shares 1,110,186 $379M 0.61% -2,297 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: 934,462 shares; 2024Q4: 943,518 shares; 2025Q1: 930,805 shares; 2025Q2: 884,860 shares; 2025Q3: 798,380 shares 798,380 $374M 0.61% -86,480 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: 384,175 shares; 2024Q4: 372,150 shares; 2025Q1: 386,991 shares; 2025Q2: 393,707 shares; 2025Q3: 403,482 shares 403,482 $373M 0.61% +9,775 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,041 shares; 2024Q4: 796,373 shares; 2025Q1: 797,511 shares; 2025Q2: 796,654 shares; 2025Q3: 796,563 shares 796,563 $372M 0.6% -91 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: 890,815 shares; 2024Q4: 1,201,016 shares; 2025Q1: 1,371,615 shares; 2025Q2: 1,701,457 shares; 2025Q3: 1,756,382 shares 1,756,382 $333M 0.54% +54,925 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: 1,459,080 shares; 2024Q4: 1,439,967 shares; 2025Q1: 1,772,112 shares; 2025Q2: 1,811,564 shares; 2025Q3: 1,782,644 shares 1,782,644 $331M 0.54% -28,920 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: 3,393,418 shares; 2024Q4: 3,957,615 shares; 2025Q1: 4,492,848 shares; 2025Q2: 4,406,810 shares; 2025Q3: 4,992,224 shares 4,992,224 $326M 0.53% +585,414 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: 3,776,566 shares; 2024Q4: 3,919,736 shares; 2025Q1: 4,085,182 shares; 2025Q2: 4,444,636 shares; 2025Q3: 4,735,848 shares 4,735,848 $312M 0.51% +291,212 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: 1,733,519 shares; 2024Q4: 1,767,365 shares; 2025Q1: 2,990,710 shares; 2025Q2: 2,950,448 shares; 2025Q3: 3,011,208 shares 3,011,208 $310M 0.5% +60,760 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: 673,876 shares; 2024Q4: 628,351 shares; 2025Q1: 726,317 shares; 2025Q2: 755,550 shares; 2025Q3: 762,518 shares 762,518 $309M 0.5% +6,968 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: 885,270 shares; 2024Q4: 848,151 shares; 2025Q1: 1,021,466 shares; 2025Q2: 1,041,970 shares; 2025Q3: 1,065,726 shares 1,065,726 $300M 0.49% +23,756 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073,907 shares; 2024Q4: 1,071,198 shares; 2025Q1: 1,071,106 shares; 2025Q2: 1,122,722 shares; 2025Q3: 1,151,952 shares 1,151,952 $295M 0.48% +29,230 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: 2,185,707 shares; 2024Q4: 2,155,823 shares; 2025Q1: 2,100,645 shares; 2025Q2: 2,030,281 shares; 2025Q3: 2,016,646 shares 2,016,646 $294M 0.48% -13,635 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,168,529 shares; 2024Q4: 9,394,590 shares; 2025Q1: 9,959,641 shares; 2025Q2: 10,533,231 shares; 2025Q3: 11,074,917 shares 11,074,917 $286M 0.46% +541,686 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: 685,829 shares; 2024Q4: 738,053 shares; 2025Q1: 737,801 shares; 2025Q2: 749,361 shares; 2025Q3: 757,510 shares 757,510 $277M 0.45% +8,149 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: 675,078 shares; 2024Q4: 721,597 shares; 2025Q1: 792,549 shares; 2025Q2: 921,472 shares; 2025Q3: 943,047 shares 943,047 $277M 0.45% +21,575 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: 216,833 shares; 2024Q4: 351,687 shares; 2025Q1: 363,423 shares; 2025Q2: 394,581 shares; 2025Q3: 572,552 shares 572,552 $275M 0.45% +177,971 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: 834,464 shares; 2024Q4: 873,918 shares; 2025Q1: 979,028 shares; 2025Q2: 1,132,136 shares; 2025Q3: 1,137,257 shares 1,137,257 $263M 0.43% +5,121 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570,373 shares; 2024Q4: 4,557,975 shares; 2025Q1: 4,951,561 shares; 2025Q2: 5,231,134 shares; 2025Q3: 5,092,944 shares 5,092,944 $258M 0.42% -138,190 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: 248,369 shares; 2024Q4: 903,710 shares; 2025Q1: 930,037 shares; 2025Q2: 947,224 shares; 2025Q3: 922,437 shares 922,437 $241M 0.39% -24,787 Timeline VGSH 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: 3,376,630 shares; 2024Q4: 3,463,004 shares; 2025Q1: 3,666,884 shares; 2025Q2: 3,677,985 shares; 2025Q3: 3,961,733 shares 3,961,733 $233M 0.38% +283,748 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: 2,039,806 shares; 2024Q4: 2,246,483 shares; 2025Q1: 2,534,124 shares; 2025Q2: 2,604,203 shares; 2025Q3: 2,906,337 shares 2,906,337 $229M 0.37% +302,134 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291,226 shares; 2024Q4: 2,329,765 shares; 2025Q1: 2,527,046 shares; 2025Q2: 3,825,863 shares; 2025Q3: 3,815,434 shares 3,815,434 $229M 0.37% -10,429 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: 3,244,343 shares; 2024Q4: 3,271,594 shares; 2025Q1: 3,264,440 shares; 2025Q2: 3,059,854 shares; 2025Q3: 3,129,037 shares 3,129,037 $228M 0.37% +69,183 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: 1,880,236 shares; 2024Q4: 1,855,958 shares; 2025Q1: not reported; 2025Q2: 2,014,446 shares; 2025Q3: 1,999,860 shares 1,999,860 $225M 0.37% -14,586 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922,743 shares; 2024Q4: 8,004,393 shares; 2025Q1: 7,590,393 shares; 2025Q2: 7,767,777 shares; 2025Q3: 8,355,667 shares 8,355,667 $225M 0.37% +587,890 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: 373,570 shares; 2024Q4: 369,151 shares; 2025Q1: 362,048 shares; 2025Q2: 395,636 shares; 2025Q3: 392,203 shares 392,203 $223M 0.36% -3,433 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035,960 shares; 2024Q4: 2,209,001 shares; 2025Q1: 2,329,857 shares; 2025Q2: 1,799,516 shares; 2025Q3: 1,846,448 shares 1,846,448 $221M 0.36% +46,932 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: 388,135 shares; 2024Q4: 393,754 shares; 2025Q1: 403,012 shares; 2025Q2: 457,134 shares; 2025Q3: 501,356 shares 501,356 $220M 0.36% +44,222 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294,254 shares; 2024Q4: 2,397,520 shares; 2025Q1: 2,471,323 shares; 2025Q2: 2,511,067 shares; 2025Q3: 2,617,150 shares 2,617,150 $217M 0.35% +106,083 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: 1,347,670 shares; 2024Q4: 1,302,915 shares; 2025Q1: 1,433,116 shares; 2025Q2: 1,430,975 shares; 2025Q3: 1,469,597 shares 1,469,597 $212M 0.34% +38,622 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: 2,935,213 shares; 2024Q4: 2,766,900 shares; 2025Q1: not reported; 2025Q2: 3,991,164 shares; 2025Q3: 4,098,167 shares 4,098,167 $211M 0.34% +107,003 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235,937 shares; 2024Q4: 3,998,830 shares; 2025Q1: 4,109,767 shares; 2025Q2: 4,152,644 shares; 2025Q3: 4,214,984 shares 4,214,984 $211M 0.34% +62,340 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: 967,938 shares; 2024Q4: 1,006,068 shares; 2025Q1: 1,507,268 shares; 2025Q2: 1,538,380 shares; 2025Q3: 1,530,328 shares 1,530,328 $205M 0.33% -8,052 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428,982 shares; 2024Q4: 3,573,299 shares; 2025Q1: 3,878,818 shares; 2025Q2: 4,618,991 shares; 2025Q3: 4,601,128 shares 4,601,128 $204M 0.33% -17,863 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134,443 shares; 2024Q4: 2,194,942 shares; 2025Q1: 2,295,240 shares; 2025Q2: 2,615,107 shares; 2025Q3: 2,687,213 shares 2,687,213 $202M 0.33% +72,106 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: 1,153,440 shares; 2024Q4: 1,205,747 shares; 2025Q1: 1,245,218 shares; 2025Q2: 1,223,425 shares; 2025Q3: 1,285,825 shares 1,285,825 $200M 0.32% +62,400 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: 2,262,390 shares; 2024Q4: 2,353,732 shares; 2025Q1: 2,512,379 shares; 2025Q2: 2,571,824 shares; 2025Q3: 2,782,956 shares 2,782,956 $199M 0.32% +211,132 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434,863 shares; 2024Q4: 3,436,633 shares; 2025Q1: 3,438,461 shares; 2025Q2: 3,455,643 shares; 2025Q3: 3,472,564 shares 3,472,564 $192M 0.31% +16,921 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: 269,257 shares; 2024Q4: 266,611 shares; 2025Q1: 258,198 shares; 2025Q2: 257,863 shares; 2025Q3: 256,353 shares 256,353 $191M 0.31% -1,510 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: 583,683 shares; 2024Q4: 621,027 shares; 2025Q1: 753,029 shares; 2025Q2: 892,606 shares; 2025Q3: 1,016,839 shares 1,016,839 $190M 0.31% +124,233 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: 680,484 shares; 2024Q4: 692,455 shares; 2025Q1: 1,108,843 shares; 2025Q2: 1,134,598 shares; 2025Q3: 1,127,670 shares 1,127,670 $189M 0.31% -6,928 Timeline SGOV 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: 1,174,783 shares; 2024Q4: 1,113,167 shares; 2025Q1: 1,175,672 shares; 2025Q2: 2,473,988 shares; 2025Q3: 1,861,672 shares 1,861,672 $187M 0.3% -612,316 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: 1,201,040 shares; 2024Q4: 1,165,617 shares; 2025Q1: 1,357,137 shares; 2025Q2: 1,481,171 shares; 2025Q3: 1,483,153 shares 1,483,153 $184M 0.3% +1,982 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: 438,602 shares; 2024Q4: 819,398 shares; 2025Q1: 854,579 shares; 2025Q2: 873,126 shares; 2025Q3: 900,934 shares 900,934 $183M 0.3% +27,808 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: 1,183,950 shares; 2024Q4: 5,635,367 shares; 2025Q1: 5,620,573 shares; 2025Q2: 5,594,469 shares; 2025Q3: 6,599,938 shares 6,599,938 $180M 0.29% +1,005,469 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: 382,359 shares; 2024Q4: 394,571 shares; 2025Q1: 417,948 shares; 2025Q2: 449,938 shares; 2025Q3: 444,933 shares 444,933 $179M 0.29% -5,005 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: 2,848,504 shares; 2024Q4: 3,283,155 shares; 2025Q1: 3,028,283 shares; 2025Q2: 2,966,897 shares; 2025Q3: 3,258,896 shares 3,258,896 $177M 0.29% +291,999 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: 2,435,685 shares; 2024Q4: 2,387,046 shares; 2025Q1: 2,465,316 shares; 2025Q2: 2,488,536 shares; 2025Q3: 2,515,793 shares 2,515,793 $172M 0.28% +27,257 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: 83,471 shares; 2024Q4: 83,051 shares; 2025Q1: 110,176 shares; 2025Q2: 132,591 shares; 2025Q3: 144,157 shares 144,157 $168M 0.27% +11,566 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: 376,544 shares; 2024Q4: 418,630 shares; 2025Q1: 577,434 shares; 2025Q2: 628,562 shares; 2025Q3: 650,785 shares 650,785 $165M 0.27% +22,223 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,602 shares; 2025Q1: 17,305 shares; 2025Q2: 2,207,273 shares; 2025Q3: 2,271,804 shares 2,271,804 $164M 0.27% +64,531 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: 121,403 shares; 2025Q1: 138,207 shares; 2025Q2: 137,607 shares; 2025Q3: 139,072 shares 139,072 $162M 0.26% +1,465 Timeline SCHM 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: 2,264,769 shares; 2024Q4: 6,714,292 shares; 2025Q1: 6,908,231 shares; 2025Q2: 6,003,923 shares; 2025Q3: 5,436,349 shares 5,436,349 $161M 0.26% -567,574 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: 501,521 shares; 2024Q4: 502,286 shares; 2025Q1: 568,710 shares; 2025Q2: 540,932 shares; 2025Q3: 560,077 shares 560,077 $156M 0.25% +19,145 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190,205 shares; 2024Q4: 4,176,321 shares; 2025Q1: 4,223,927 shares; 2025Q2: 4,094,600 shares; 2025Q3: 4,038,467 shares 4,038,467 $156M 0.25% -56,133 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156,087 shares; 2024Q4: 6,433,068 shares; 2025Q1: 6,633,518 shares; 2025Q2: 6,655,981 shares; 2025Q3: 6,686,521 shares 6,686,521 $156M 0.25% +30,540 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: 440,649 shares; 2024Q4: 440,013 shares; 2025Q1: 442,205 shares; 2025Q2: 426,750 shares; 2025Q3: 428,548 shares 428,548 $152M 0.25% +1,798 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: 553,626 shares; 2024Q4: 533,151 shares; 2025Q1: 609,279 shares; 2025Q2: 654,015 shares; 2025Q3: 643,039 shares 643,039 $152M 0.25% -10,976 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: 634,593 shares; 2024Q4: 761,649 shares; 2025Q1: 858,551 shares; 2025Q2: 748,054 shares; 2025Q3: 712,413 shares 712,413 $149M 0.24% -35,641 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: 1,480,164 shares; 2024Q4: 1,440,275 shares; 2025Q1: not reported; 2025Q2: 1,618,159 shares; 2025Q3: 1,607,941 shares 1,607,941 $149M 0.24% -10,218 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: 448,676 shares; 2024Q4: 453,804 shares; 2025Q1: 491,929 shares; 2025Q2: 483,749 shares; 2025Q3: 482,692 shares 482,692 $147M 0.24% -1,057 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: 583,939 shares; 2024Q4: 638,877 shares; 2025Q1: 631,052 shares; 2025Q2: 651,453 shares; 2025Q3: 668,963 shares 668,963 $144M 0.23% +17,510 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: 546,331 shares; 2024Q4: 630,088 shares; 2025Q1: 741,836 shares; 2025Q2: 774,507 shares; 2025Q3: 789,096 shares 789,096 $144M 0.23% +14,589 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: 79,404 shares; 2024Q4: 80,301 shares; 2025Q1: 177,514 shares; 2025Q2: 175,609 shares; 2025Q3: 180,301 shares 180,301 $144M 0.23% +4,692 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: 1,887,812 shares; 2024Q4: 1,774,281 shares; 2025Q1: 1,985,822 shares; 2025Q2: 1,986,725 shares; 2025Q3: 1,709,626 shares 1,709,626 $143M 0.23% -277,099 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,166 shares; 2024Q4: 64,094 shares; 2025Q1: 81,359 shares; 2025Q2: 492,107 shares; 2025Q3: 1,770,943 shares 1,770,943 $142M 0.23% +1,278,836 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: 154,005 shares; 2024Q4: 140,891 shares; 2025Q1: not reported; 2025Q2: 191,066 shares; 2025Q3: 207,045 shares 207,045 $141M 0.23% +15,979 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,247,227 shares; 2024Q4: 5,305,626 shares; 2025Q1: 5,385,430 shares; 2025Q2: 3,897,165 shares; 2025Q3: 3,959,969 shares 3,959,969 $141M 0.23% +62,804 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: 944,940 shares; 2024Q4: 895,928 shares; 2025Q1: 962,264 shares; 2025Q2: 938,159 shares; 2025Q3: 990,905 shares 990,905 $139M 0.23% +52,746 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: 272,460 shares; 2024Q4: 274,868 shares; 2025Q1: 278,179 shares; 2025Q2: 286,305 shares; 2025Q3: 282,207 shares 282,207 $138M 0.22% -4,098 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474,519 shares; 2024Q4: 2,563,927 shares; 2025Q1: 2,657,547 shares; 2025Q2: 2,766,692 shares; 2025Q3: 2,953,818 shares 2,953,818 $136M 0.22% +187,126 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: 1,026,383 shares; 2024Q4: 1,005,008 shares; 2025Q1: 1,122,567 shares; 2025Q2: 1,152,806 shares; 2025Q3: 1,153,875 shares 1,153,875 $132M 0.21% +1,069 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: 319,518 shares; 2024Q4: 316,048 shares; 2025Q1: 392,177 shares; 2025Q2: 412,447 shares; 2025Q3: 430,337 shares 430,337 $129M 0.21% +17,890 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: 527,601 shares; 2024Q4: 546,009 shares; 2025Q1: 570,372 shares; 2025Q2: 537,357 shares; 2025Q3: 525,001 shares 525,001 $127M 0.21% -12,356 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099,484 shares; 2024Q4: 1,083,511 shares; 2025Q1: 1,114,792 shares; 2025Q2: 1,364,614 shares; 2025Q3: 1,393,859 shares 1,393,859 $126M 0.2% +29,245 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104,925 shares; 2024Q4: 2,220,674 shares; 2025Q1: 2,766,398 shares; 2025Q2: 2,670,904 shares; 2025Q3: 2,688,945 shares 2,688,945 $126M 0.2% +18,041 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276,262 shares; 2024Q4: 1,380,432 shares; 2025Q1: 1,405,293 shares; 2025Q2: 1,442,903 shares; 2025Q3: 1,556,338 shares 1,556,338 $124M 0.2% +113,435 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366,439 shares; 2024Q4: 3,427,830 shares; 2025Q1: 3,533,369 shares; 2025Q2: 3,578,528 shares; 2025Q3: 4,173,527 shares 4,173,527 $124M 0.2% +594,999 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: 233,874 shares; 2024Q4: 230,215 shares; 2025Q1: 294,869 shares; 2025Q2: 260,329 shares; 2025Q3: 257,954 shares 257,954 $123M 0.2% -2,375 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: 213,850 shares; 2024Q4: 220,318 shares; 2025Q1: 462,671 shares; 2025Q2: 495,125 shares; 2025Q3: 556,235 shares 556,235 $123M 0.2% +61,110 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: 106,252 shares; 2024Q4: 106,834 shares; 2025Q1: 119,627 shares; 2025Q2: 126,561 shares; 2025Q3: 128,316 shares 128,316 $122M 0.2% +1,755 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,609 shares; 2024Q4: 900,243 shares; 2025Q1: 901,608 shares; 2025Q2: 907,585 shares; 2025Q3: 969,152 shares 969,152 $122M 0.2% +61,567 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: 711,882 shares; 2024Q4: 637,509 shares; 2025Q1: 1,290,879 shares; 2025Q2: 1,301,504 shares; 2025Q3: 1,226,179 shares 1,226,179 $120M 0.19% -75,325 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: 473,340 shares; 2024Q4: 437,128 shares; 2025Q1: 494,424 shares; 2025Q2: 539,643 shares; 2025Q3: 562,861 shares 562,861 $118M 0.19% +23,218 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,943 shares; 2024Q4: 1,259,291 shares; 2025Q1: 1,309,664 shares; 2025Q2: 1,317,162 shares; 2025Q3: 1,326,229 shares 1,326,229 $118M 0.19% +9,067 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: 235,383 shares; 2024Q4: 230,929 shares; 2025Q1: 271,069 shares; 2025Q2: 314,580 shares; 2025Q3: 317,999 shares 317,999 $118M 0.19% +3,419 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: 395,273 shares; 2024Q4: 389,138 shares; 2025Q1: 406,047 shares; 2025Q2: 423,019 shares; 2025Q3: 416,182 shares 416,182 $117M 0.19% -6,837 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: 1,399,650 shares; 2024Q4: 1,654,670 shares; 2025Q1: 1,665,392 shares; 2025Q2: 1,596,824 shares; 2025Q3: 1,584,181 shares 1,584,181 $116M 0.19% -12,643 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510,125 shares; 2024Q4: 2,486,370 shares; 2025Q1: 2,418,447 shares; 2025Q2: 2,630,826 shares; 2025Q3: 2,513,989 shares 2,513,989 $112M 0.18% -116,837 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: 2,134,175 shares; 2024Q4: 2,099,340 shares; 2025Q1: 2,182,869 shares; 2025Q2: 1,121,739 shares; 2025Q3: 1,173,137 shares 1,173,137 $112M 0.18% +51,398 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,806 shares; 2024Q4: 789,402 shares; 2025Q1: 933,182 shares; 2025Q2: 3,035,274 shares; 2025Q3: 3,458,191 shares 3,458,191 $110M 0.18% +422,917 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260,557 shares; 2024Q4: 4,646,799 shares; 2025Q1: 4,783,873 shares; 2025Q2: 3,890,531 shares; 2025Q3: 3,776,607 shares 3,776,607 $105M 0.17% -113,924 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: 1,086,616 shares; 2024Q4: 1,080,580 shares; 2025Q1: 1,108,183 shares; 2025Q2: 1,103,363 shares; 2025Q3: 1,102,326 shares 1,102,326 $105M 0.17% -1,037 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890,700 shares; 2024Q4: 1,943,273 shares; 2025Q1: 2,009,680 shares; 2025Q2: 2,048,387 shares; 2025Q3: 2,132,331 shares 2,132,331 $105M 0.17% +83,944 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: 860,907 shares; 2024Q4: 883,960 shares; 2025Q1: 925,613 shares; 2025Q2: 995,346 shares; 2025Q3: 1,029,530 shares 1,029,530 $104M 0.17% +34,184 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: 107,629 shares; 2024Q4: 761,887 shares; 2025Q1: 755,457 shares; 2025Q2: 719,850 shares; 2025Q3: 723,891 shares 723,891 $104M 0.17% +4,041 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: 1,261,124 shares; 2024Q4: 1,184,426 shares; 2025Q1: 1,298,524 shares; 2025Q2: 1,366,565 shares; 2025Q3: 1,369,415 shares 1,369,415 $103M 0.17% +2,850 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: 515,606 shares; 2024Q4: 431,932 shares; 2025Q1: 659,007 shares; 2025Q2: 632,282 shares; 2025Q3: 634,938 shares 634,938 $103M 0.17% +2,656 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,505 shares; 2024Q4: 342,999 shares; 2025Q1: 398,381 shares; 2025Q2: 1,038,059 shares; 2025Q3: 1,571,557 shares 1,571,557 $102M 0.17% +533,498 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: 181,424 shares; 2024Q4: 161,515 shares; 2025Q1: 226,777 shares; 2025Q2: 224,635 shares; 2025Q3: 209,086 shares 209,086 $101M 0.16% -15,549 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: 229,042 shares; 2024Q4: 238,029 shares; 2025Q1: 252,924 shares; 2025Q2: 263,692 shares; 2025Q3: 258,808 shares 258,808 $101M 0.16% -4,884 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,246 shares; 2024Q4: 380,770 shares; 2025Q1: 370,713 shares; 2025Q2: 381,584 shares; 2025Q3: 408,487 shares 408,487 $101M 0.16% +26,903 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: 304,101 shares; 2024Q4: 290,943 shares; 2025Q1: 331,745 shares; 2025Q2: 380,511 shares; 2025Q3: 401,646 shares 401,646 $99M 0.16% +21,135 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: 730,874 shares; 2024Q4: 719,747 shares; 2025Q1: 765,685 shares; 2025Q2: 771,548 shares; 2025Q3: 753,558 shares 753,558 $98.9M 0.16% -17,990 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: 87,153 shares; 2024Q4: 85,427 shares; 2025Q1: 89,656 shares; 2025Q2: 92,033 shares; 2025Q3: 91,464 shares 91,464 $98.7M 0.16% -569 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: 430,206 shares; 2024Q4: 572,367 shares; 2025Q1: 814,107 shares; 2025Q2: 989,037 shares; 2025Q3: 1,005,344 shares 1,005,344 $98.5M 0.16% +16,307 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: 305,508 shares; 2024Q4: 284,118 shares; 2025Q1: 262,672 shares; 2025Q2: 289,171 shares; 2025Q3: 278,000 shares 278,000 $98.1M 0.16% -11,171 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: 295,081 shares; 2024Q4: 259,952 shares; 2025Q1: 285,888 shares; 2025Q2: 315,630 shares; 2025Q3: 346,658 shares 346,658 $97.8M 0.16% +31,028 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: 299,691 shares; 2024Q4: 306,706 shares; 2025Q1: 329,317 shares; 2025Q2: 339,775 shares; 2025Q3: 346,407 shares 346,407 $97.7M 0.16% +6,632 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: 152,770 shares; 2024Q4: 146,251 shares; 2025Q1: 162,877 shares; 2025Q2: 182,829 shares; 2025Q3: 205,318 shares 205,318 $97.5M 0.16% +22,489 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: 610,010 shares; 2024Q4: 642,728 shares; 2025Q1: 629,300 shares; 2025Q2: 631,227 shares; 2025Q3: 627,149 shares 627,149 $97.3M 0.16% -4,078 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: 796,255 shares; 2024Q4: 2,919,588 shares; 2025Q1: 3,044,472 shares; 2025Q2: 3,119,923 shares; 2025Q3: 3,044,766 shares 3,044,766 $97.2M 0.16% -75,157 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: 181,868 shares; 2024Q4: 178,371 shares; 2025Q1: 174,442 shares; 2025Q2: 194,357 shares; 2025Q3: 194,144 shares 194,144 $94.5M 0.15% -213 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802,413 shares; 2024Q4: 2,849,242 shares; 2025Q1: 2,950,734 shares; 2025Q2: 3,046,620 shares; 2025Q3: 3,171,491 shares 3,171,491 $94.3M 0.15% +124,871 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,275 shares; 2024Q4: 755,548 shares; 2025Q1: 747,721 shares; 2025Q2: 923,726 shares; 2025Q3: 867,825 shares 867,825 $92.5M 0.15% -55,901 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,185 shares; 2024Q4: 836,605 shares; 2025Q1: 993,409 shares; 2025Q2: 1,066,263 shares; 2025Q3: 1,203,258 shares 1,203,258 $92M 0.15% +136,995 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: 91,508 shares; 2024Q4: 86,228 shares; 2025Q1: 87,802 shares; 2025Q2: 93,835 shares; 2025Q3: 99,467 shares 99,467 $91.5M 0.15% +5,632 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: 507,077 shares; 2024Q4: 476,992 shares; 2025Q1: 443,059 shares; 2025Q2: 307,432 shares; 2025Q3: 263,964 shares 263,964 $91.1M 0.15% -43,468 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: 396,630 shares; 2024Q4: 385,277 shares; 2025Q1: 397,567 shares; 2025Q2: 371,632 shares; 2025Q3: 379,722 shares 379,722 $89.8M 0.15% +8,090 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,093 shares; 2024Q4: 868,597 shares; 2025Q1: 1,006,020 shares; 2025Q2: 915,207 shares; 2025Q3: 903,812 shares 903,812 $87.2M 0.14% -11,395 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,367 shares; 2024Q4: 307,105 shares; 2025Q1: 346,949 shares; 2025Q2: 358,046 shares; 2025Q3: 610,291 shares 610,291 $84.1M 0.14% +252,245 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: 530,923 shares; 2024Q4: 521,366 shares; 2025Q1: 584,334 shares; 2025Q2: 539,087 shares; 2025Q3: 495,602 shares 495,602 $82.4M 0.13% -43,485 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: 40,195 shares; 2024Q4: 36,991 shares; 2025Q1: 70,460 shares; 2025Q2: 77,318 shares; 2025Q3: 85,018 shares 85,018 $82.3M 0.13% +7,700 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: 691,132 shares; 2024Q4: 736,150 shares; 2025Q1: 778,073 shares; 2025Q2: 829,814 shares; 2025Q3: 852,310 shares 852,310 $82.3M 0.13% +22,496 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856,924 shares; 2024Q4: 2,914,528 shares; 2025Q1: 2,839,763 shares; 2025Q2: 2,767,999 shares; 2025Q3: 2,781,660 shares 2,781,660 $81.6M 0.13% +13,661 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: 833,711 shares; 2024Q4: 849,566 shares; 2025Q1: 884,082 shares; 2025Q2: 939,515 shares; 2025Q3: 957,620 shares 957,620 $80.3M 0.13% +18,105 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: 565,579 shares; 2024Q4: 608,845 shares; 2025Q1: 607,208 shares; 2025Q2: 565,520 shares; 2025Q3: 560,018 shares 560,018 $78.9M 0.13% -5,502 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,818 shares; 2024Q4: 326,865 shares; 2025Q1: 284,169 shares; 2025Q2: 346,693 shares; 2025Q3: 641,069 shares 641,069 $77.2M 0.13% +294,376 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: 138,011 shares; 2024Q4: 147,875 shares; 2025Q1: 156,183 shares; 2025Q2: 167,064 shares; 2025Q3: 153,970 shares 153,970 $76.9M 0.12% -13,094 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: 255,439 shares; 2024Q4: 247,923 shares; 2025Q1: 260,460 shares; 2025Q2: 262,331 shares; 2025Q3: 303,069 shares 303,069 $74.5M 0.12% +40,738 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: 97,549 shares; 2024Q4: 101,612 shares; 2025Q1: 132,087 shares; 2025Q2: 128,923 shares; 2025Q3: 123,960 shares 123,960 $73.9M 0.12% -4,963 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: 139,175 shares; 2024Q4: 162,397 shares; 2025Q1: 160,934 shares; 2025Q2: 164,538 shares; 2025Q3: 164,357 shares 164,357 $73.5M 0.12% -181 Timeline SCHR 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: 12,394 shares; 2024Q4: 26,517 shares; 2025Q1: 18,148 shares; 2025Q2: 1,654,320 shares; 2025Q3: 2,888,291 shares 2,888,291 $72.6M 0.12% +1,233,971 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: 115,274 shares; 2024Q4: 111,375 shares; 2025Q1: 183,894 shares; 2025Q2: 181,274 shares; 2025Q3: 158,462 shares 158,462 $72.5M 0.12% -22,812 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: 11,066 shares; 2024Q4: 11,366 shares; 2025Q1: 12,326 shares; 2025Q2: 12,241 shares; 2025Q3: 13,278 shares 13,278 $71.7M 0.12% +1,037 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: 590,705 shares; 2024Q4: 716,746 shares; 2025Q1: 793,116 shares; 2025Q2: 835,852 shares; 2025Q3: 910,352 shares 910,352 $71.1M 0.12% +74,500 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457,833 shares; 2024Q4: 1,459,365 shares; 2025Q1: 1,462,249 shares; 2025Q2: 1,441,496 shares; 2025Q3: 1,448,347 shares 1,448,347 $70.5M 0.11% +6,851 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: 93,562 shares; 2024Q4: 91,339 shares; 2025Q1: 104,263 shares; 2025Q2: 313,895 shares; 2025Q3: 330,408 shares 330,408 $70.2M 0.11% +16,513 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: 184,177 shares; 2024Q4: 184,281 shares; 2025Q1: not reported; 2025Q2: 237,656 shares; 2025Q3: 237,320 shares 237,320 $69.7M 0.11% -336 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: 331,170 shares; 2025Q1: 430,948 shares; 2025Q2: 445,467 shares; 2025Q3: 517,526 shares 517,526 $69.3M 0.11% +72,059 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: 146,850 shares; 2024Q4: 142,793 shares; 2025Q1: 229,434 shares; 2025Q2: 247,226 shares; 2025Q3: 251,461 shares 251,461 $68.9M 0.11% +4,235 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: 932,102 shares; 2024Q4: 922,995 shares; 2025Q1: 1,037,937 shares; 2025Q2: 1,067,609 shares; 2025Q3: 1,033,518 shares 1,033,518 $68.5M 0.11% -34,091 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: 378,141 shares; 2024Q4: 383,813 shares; 2025Q1: 387,897 shares; 2025Q2: 379,296 shares; 2025Q3: 372,036 shares 372,036 $68.4M 0.11% -7,260 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 59,602 shares; 2025Q1: 61,720 shares; 2025Q2: 3,267,650 shares; 2025Q3: 2,767,502 shares 2,767,502 $67.5M 0.11% -500,148 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163,576 shares; 2024Q4: 2,124,467 shares; 2025Q1: 2,138,923 shares; 2025Q2: 2,132,498 shares; 2025Q3: 2,095,865 shares 2,095,865 $67.5M 0.11% -36,633 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: 379,214 shares; 2024Q4: 383,142 shares; 2025Q1: 380,807 shares; 2025Q2: 370,878 shares; 2025Q3: 392,308 shares 392,308 $67M 0.11% +21,430 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: 243,308 shares; 2024Q4: 257,968 shares; 2025Q1: 573,034 shares; 2025Q2: 608,936 shares; 2025Q3: 701,904 shares 701,904 $66.8M 0.11% +92,968 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: 100,675 shares; 2024Q4: 555,631 shares; 2025Q1: 566,683 shares; 2025Q2: 544,223 shares; 2025Q3: 490,353 shares 490,353 $66M 0.11% -53,870 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: 324,806 shares; 2024Q4: 301,697 shares; 2025Q1: 337,409 shares; 2025Q2: 342,876 shares; 2025Q3: 332,416 shares 332,416 $65.9M 0.11% -10,460 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 670,740 shares; 2025Q1: 657,309 shares; 2025Q2: 691,229 shares; 2025Q3: 823,699 shares 823,699 $65M 0.11% +132,470 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,013 shares; 2024Q4: 1,393,182 shares; 2025Q1: 1,574,329 shares; 2025Q2: 1,536,717 shares; 2025Q3: 1,698,774 shares 1,698,774 $64.2M 0.1% +162,057 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: 1,459,961 shares; 2024Q4: 1,442,675 shares; 2025Q1: 1,452,774 shares; 2025Q2: 1,428,753 shares; 2025Q3: 1,449,842 shares 1,449,842 $63.7M 0.1% +21,089 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: 409,352 shares; 2024Q4: 406,592 shares; 2025Q1: 476,569 shares; 2025Q2: 507,347 shares; 2025Q3: 493,065 shares 493,065 $63.6M 0.1% -14,282 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: 482,404 shares; 2024Q4: 515,972 shares; 2025Q1: 542,458 shares; 2025Q2: 598,673 shares; 2025Q3: 614,561 shares 614,561 $63.3M 0.1% +15,888 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,784 shares; 2024Q4: 607,946 shares; 2025Q1: 614,794 shares; 2025Q2: 746,593 shares; 2025Q3: 758,426 shares 758,426 $63M 0.1% +11,833 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745,599 shares; 2024Q4: 1,759,344 shares; 2025Q1: 1,683,335 shares; 2025Q2: 1,637,262 shares; 2025Q3: 838,255 shares 838,255 $62.3M 0.1% -799,007 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: 150,765 shares; 2024Q4: 152,682 shares; 2025Q1: 177,648 shares; 2025Q2: 189,746 shares; 2025Q3: 186,335 shares 186,335 $61.9M 0.1% -3,411 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: 130,686 shares; 2024Q4: 125,657 shares; 2025Q1: 260,963 shares; 2025Q2: 317,894 shares; 2025Q3: 305,782 shares 305,782 $61.6M 0.1% -12,112 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,737 shares; 2024Q4: 693,270 shares; 2025Q1: 690,494 shares; 2025Q2: 1,100,761 shares; 2025Q3: 1,062,293 shares 1,062,293 $61.5M 0.1% -38,468 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,990 shares; 2024Q4: 111,115 shares; 2025Q1: 173,450 shares; 2025Q2: 183,144 shares; 2025Q3: 192,924 shares 192,924 $61.3M 0.1% +9,780 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: 133,885 shares; 2024Q4: 136,752 shares; 2025Q1: 138,327 shares; 2025Q2: 144,092 shares; 2025Q3: 142,896 shares 142,896 $59.2M 0.1% -1,196 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: 27 shares; 2024Q4: 30 shares; 2025Q1: 61 shares; 2025Q2: 76 shares; 2025Q3: 78 shares 78 $58.8M 0.1% +2 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: 210,662 shares; 2024Q4: 208,572 shares; 2025Q1: 220,063 shares; 2025Q2: 225,648 shares; 2025Q3: 233,039 shares 233,039 $58.6M 0.09% +7,391 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: 792,858 shares; 2024Q4: 818,073 shares; 2025Q1: 950,324 shares; 2025Q2: 958,780 shares; 2025Q3: 935,545 shares 935,545 $58.4M 0.09% -23,235 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: 110,319 shares; 2024Q4: 111,262 shares; 2025Q1: 150,855 shares; 2025Q2: 162,051 shares; 2025Q3: 169,576 shares 169,576 $57.4M 0.09% +7,525 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,301 shares; 2024Q4: 480,724 shares; 2025Q1: 534,087 shares; 2025Q2: 534,256 shares; 2025Q3: 517,655 shares 517,655 $57.2M 0.09% -16,601 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294,126 shares; 2024Q4: 2,991,044 shares; 2025Q1: 2,720,664 shares; 2025Q2: 2,650,816 shares; 2025Q3: 2,635,665 shares 2,635,665 $56.9M 0.09% -15,151 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,526 shares; 2024Q4: 609,820 shares; 2025Q1: 607,596 shares; 2025Q2: 698,419 shares; 2025Q3: 700,721 shares 700,721 $56.5M 0.09% +2,302 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,920 shares; 2024Q4: 1,164,450 shares; 2025Q1: 1,229,643 shares; 2025Q2: 1,313,393 shares; 2025Q3: 1,364,351 shares 1,364,351 $56.1M 0.09% +50,958 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: 251,888 shares; 2024Q4: 294,960 shares; 2025Q1: 304,597 shares; 2025Q2: 328,179 shares; 2025Q3: 344,524 shares 344,524 $55.9M 0.09% +16,345 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: 159,901 shares; 2024Q4: 180,721 shares; 2025Q1: 174,306 shares; 2025Q2: 170,459 shares; 2025Q3: 167,272 shares 167,272 $55.7M 0.09% -3,187 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: 862,823 shares; 2024Q4: 861,469 shares; 2025Q1: 863,748 shares; 2025Q2: 604,725 shares; 2025Q3: 603,729 shares 603,729 $55.2M 0.09% -996 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: 115,542 shares; 2024Q4: 116,663 shares; 2025Q1: 124,990 shares; 2025Q2: 117,677 shares; 2025Q3: 128,728 shares 128,728 $54.4M 0.09% +11,051 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: 152,822 shares; 2024Q4: 135,287 shares; 2025Q1: 246,323 shares; 2025Q2: 325,061 shares; 2025Q3: 371,198 shares 371,198 $54.3M 0.09% +46,137 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: 791,861 shares; 2024Q4: 799,735 shares; 2025Q1: 876,441 shares; 2025Q2: 852,447 shares; 2025Q3: 828,587 shares 828,587 $53.9M 0.09% -23,860 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: 258,619 shares; 2024Q4: 256,293 shares; 2025Q1: 241,559 shares; 2025Q2: 253,816 shares; 2025Q3: 255,634 shares 255,634 $53.4M 0.09% +1,818 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: 53,533 shares; 2024Q4: 55,200 shares; 2025Q1: 75,652 shares; 2025Q2: 76,294 shares; 2025Q3: 86,748 shares 86,748 $53.3M 0.09% +10,454 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: 842,573 shares; 2024Q4: 875,963 shares; 2025Q1: 1,065,217 shares; 2025Q2: 1,240,343 shares; 2025Q3: 1,579,838 shares 1,579,838 $53M 0.09% +339,495 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: 203,318 shares; 2024Q4: 181,425 shares; 2025Q1: 178,771 shares; 2025Q2: 177,451 shares; 2025Q3: 175,300 shares 175,300 $52.7M 0.09% -2,151 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,374 shares; 2024Q4: 243,845 shares; 2025Q1: 658,913 shares; 2025Q2: 658,459 shares; 2025Q3: 651,511 shares 651,511 $52M 0.08% -6,948 Timeline USRT 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: 255,874 shares; 2024Q4: 351,178 shares; 2025Q1: 333,017 shares; 2025Q2: 839,331 shares; 2025Q3: 870,659 shares 870,659 $51.1M 0.08% +31,328 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: 215,839 shares; 2024Q4: 217,237 shares; 2025Q1: 599,782 shares; 2025Q2: 651,402 shares; 2025Q3: 629,833 shares 629,833 $50.3M 0.08% -21,569 Timeline VONE 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: 248,652 shares; 2024Q4: 209,088 shares; 2025Q1: 209,093 shares; 2025Q2: 186,028 shares; 2025Q3: 165,873 shares 165,873 $50.2M 0.08% -20,155 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: 115,045 shares; 2024Q4: 109,229 shares; 2025Q1: 380,742 shares; 2025Q2: 331,714 shares; 2025Q3: 339,738 shares 339,738 $50.1M 0.08% +8,024 Timeline VIOO 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: 421,478 shares; 2024Q4: 403,378 shares; 2025Q1: 404,872 shares; 2025Q2: 402,741 shares; 2025Q3: 452,834 shares 452,834 $50M 0.08% +50,093 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,548 shares; 2024Q4: 51,398 shares; 2025Q1: 42,221 shares; 2025Q2: 42,599 shares; 2025Q3: 1,157,588 shares 1,157,588 $49.9M 0.08% +1,114,989 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: 697,059 shares; 2024Q4: 725,231 shares; 2025Q1: 729,100 shares; 2025Q2: 740,430 shares; 2025Q3: 1,019,410 shares 1,019,410 $49.3M 0.08% +278,980 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: 121,379 shares; 2024Q4: 122,449 shares; 2025Q1: 130,126 shares; 2025Q2: 221,268 shares; 2025Q3: 239,536 shares 239,536 $48.1M 0.08% +18,268 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 9,988 shares; 2025Q1: 331,756 shares; 2025Q2: 336,360 shares; 2025Q3: 348,904 shares 348,904 $48M 0.08% +12,544 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: 106,520 shares; 2024Q4: 160,970 shares; 2025Q1: 153,558 shares; 2025Q2: 165,026 shares; 2025Q3: 169,987 shares 169,987 $47.9M 0.08% +4,961 Timeline IJK 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: 495,049 shares; 2024Q4: 508,371 shares; 2025Q1: 531,296 shares; 2025Q2: 531,367 shares; 2025Q3: 498,874 shares 498,874 $47.8M 0.08% -32,493 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: 160,206 shares; 2024Q4: 187,376 shares; 2025Q1: 203,324 shares; 2025Q2: 206,749 shares; 2025Q3: 192,558 shares 192,558 $47.6M 0.08% -14,191 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 5,858 shares; 2025Q1: 5,864 shares; 2025Q2: 104,876 shares; 2025Q3: 107,213 shares 107,213 $46.7M 0.08% +2,337 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,015 shares; 2024Q4: 895,123 shares; 2025Q1: 890,536 shares; 2025Q2: 1,107,843 shares; 2025Q3: 1,467,592 shares 1,467,592 $46.3M 0.08% +359,749 Timeline SUB 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: 335,189 shares; 2024Q4: 401,151 shares; 2025Q1: 415,891 shares; 2025Q2: 411,285 shares; 2025Q3: 426,875 shares 426,875 $45.6M 0.07% +15,590 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: 1,564,886 shares; 2024Q4: 1,615,824 shares; 2025Q1: 1,669,519 shares; 2025Q2: 1,574,988 shares; 2025Q3: 1,609,583 shares 1,609,583 $45.4M 0.07% +34,595 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: 359,846 shares; 2024Q4: 355,338 shares; 2025Q1: 356,794 shares; 2025Q2: 353,702 shares; 2025Q3: 357,225 shares 357,225 $45.3M 0.07% +3,523 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,166 shares; 2024Q4: 572,686 shares; 2025Q1: 845,838 shares; 2025Q2: 969,393 shares; 2025Q3: 1,359,716 shares 1,359,716 $44.7M 0.07% +390,323 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: 259,357 shares; 2024Q4: 244,477 shares; 2025Q1: 252,045 shares; 2025Q2: 266,446 shares; 2025Q3: 265,280 shares 265,280 $44.7M 0.07% -1,166 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: 1,984,016 shares; 2024Q4: 1,898,337 shares; 2025Q1: 1,871,667 shares; 2025Q2: 1,836,333 shares; 2025Q3: 1,738,649 shares 1,738,649 $44.3M 0.07% -97,684 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: 168,114 shares; 2024Q4: 179,934 shares; 2025Q1: 325,023 shares; 2025Q2: 308,986 shares; 2025Q3: 364,824 shares 364,824 $44.3M 0.07% +55,838 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: 278,021 shares; 2024Q4: 299,570 shares; 2025Q1: 329,593 shares; 2025Q2: 340,414 shares; 2025Q3: 355,871 shares 355,871 $44M 0.07% +15,457 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: 44,224 shares; 2024Q4: 44,913 shares; 2025Q1: 56,606 shares; 2025Q2: 57,774 shares; 2025Q3: 56,955 shares 56,955 $44M 0.07% -819 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: 196,038 shares; 2024Q4: 229,773 shares; 2025Q1: 221,946 shares; 2025Q2: 217,131 shares; 2025Q3: 214,755 shares 214,755 $43.7M 0.07% -2,376 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: 59,092 shares; 2024Q4: 57,626 shares; 2025Q1: 81,627 shares; 2025Q2: 80,473 shares; 2025Q3: 87,501 shares 87,501 $43.6M 0.07% +7,028 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: 98,094 shares; 2025Q1: 270,726 shares; 2025Q2: not reported; 2025Q3: 306,282 shares 306,282 $43.2M 0.07% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,928 shares; 2024Q4: 841,997 shares; 2025Q1: 952,278 shares; 2025Q2: 1,033,796 shares; 2025Q3: 1,201,683 shares 1,201,683 $42.9M 0.07% +167,887 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382,195 shares; 2025Q3: 387,486 shares 387,486 $42.9M 0.07% +5,291 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: 315,488 shares; 2024Q4: 310,489 shares; 2025Q1: 337,373 shares; 2025Q2: 338,755 shares; 2025Q3: 332,682 shares 332,682 $42.7M 0.07% -6,073 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: 891,305 shares; 2024Q4: 902,704 shares; 2025Q1: 913,691 shares; 2025Q2: 862,623 shares; 2025Q3: 942,270 shares 942,270 $42.5M 0.07% +79,647 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: 226,114 shares; 2024Q4: 227,414 shares; 2025Q1: 228,584 shares; 2025Q2: 234,918 shares; 2025Q3: 236,328 shares 236,328 $42.1M 0.07% +1,410 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: 63,282 shares; 2024Q4: 57,021 shares; 2025Q1: 56,430 shares; 2025Q2: 56,575 shares; 2025Q3: 55,454 shares 55,454 $42M 0.07% -1,121 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: 69,643 shares; 2024Q4: 80,836 shares; 2025Q1: 81,433 shares; 2025Q2: 91,471 shares; 2025Q3: 90,610 shares 90,610 $42M 0.07% -861 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,973 shares; 2024Q4: 115,036 shares; 2025Q1: 194,969 shares; 2025Q2: 244,159 shares; 2025Q3: 300,016 shares 300,016 $41.6M 0.07% +55,857 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: 199,425 shares; 2024Q4: 207,860 shares; 2025Q1: 463,261 shares; 2025Q2: 535,866 shares; 2025Q3: 539,603 shares 539,603 $41.4M 0.07% +3,737 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: 257,636 shares; 2024Q4: 235,416 shares; 2025Q1: 246,310 shares; 2025Q2: 268,579 shares; 2025Q3: 197,634 shares 197,634 $40.5M 0.07% -70,945 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,980 shares; 2024Q4: 518,731 shares; 2025Q1: 648,266 shares; 2025Q2: 432,095 shares; 2025Q3: 536,496 shares 536,496 $40.4M 0.07% +104,401 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: 205,049 shares; 2024Q4: 195,097 shares; 2025Q1: 626,102 shares; 2025Q2: 651,981 shares; 2025Q3: 678,771 shares 678,771 $40.2M 0.07% +26,790 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: 233,472 shares; 2024Q4: 184,109 shares; 2025Q1: 189,125 shares; 2025Q2: 201,023 shares; 2025Q3: 195,645 shares 195,645 $40.2M 0.07% -5,378 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: 247,677 shares; 2024Q4: 235,340 shares; 2025Q1: 230,309 shares; 2025Q2: 237,331 shares; 2025Q3: 252,506 shares 252,506 $40.1M 0.07% +15,175 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: 84,998 shares; 2024Q4: 71,328 shares; 2025Q1: 195,850 shares; 2025Q2: 220,351 shares; 2025Q3: 214,382 shares 214,382 $40.1M 0.07% -5,969 Timeline IJT 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: 278,281 shares; 2024Q4: 280,440 shares; 2025Q1: 291,617 shares; 2025Q2: 298,748 shares; 2025Q3: 281,844 shares 281,844 $39.9M 0.06% -16,904 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,878 shares; 2024Q4: 573,756 shares; 2025Q1: 569,064 shares; 2025Q2: 574,599 shares; 2025Q3: 550,430 shares 550,430 $39.9M 0.06% -24,169 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: 73,242 shares; 2024Q4: 75,222 shares; 2025Q1: 78,416 shares; 2025Q2: 102,531 shares; 2025Q3: 132,624 shares 132,624 $39.5M 0.06% +30,093 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,149 shares; 2024Q4: 122,154 shares; 2025Q1: 466,935 shares; 2025Q2: 466,346 shares; 2025Q3: 448,658 shares 448,658 $39.4M 0.06% -17,688 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,721 shares; 2024Q4: 148,988 shares; 2025Q1: 234,450 shares; 2025Q2: 270,185 shares; 2025Q3: 279,951 shares 279,951 $38.7M 0.06% +9,766 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423,340 shares 1,423,340 $38.1M 0.06% new 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: 422,112 shares; 2024Q4: 413,262 shares; 2025Q1: 385,671 shares; 2025Q2: 539,238 shares; 2025Q3: 575,041 shares 575,041 $38M 0.06% +35,803 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,773 shares; 2024Q4: 49,446 shares; 2025Q1: 333,369 shares; 2025Q2: 341,824 shares; 2025Q3: 415,053 shares 415,053 $37.9M 0.06% +73,229 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: 176,960 shares; 2024Q4: 193,920 shares; 2025Q1: 185,775 shares; 2025Q2: 180,637 shares; 2025Q3: 193,425 shares 193,425 $37.3M 0.06% +12,788 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: 513,818 shares; 2024Q4: 521,929 shares; 2025Q1: 528,368 shares; 2025Q2: 545,681 shares; 2025Q3: 442,515 shares 442,515 $36.3M 0.06% -103,166 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,869 shares; 2024Q4: 125,146 shares; 2025Q1: 119,027 shares; 2025Q2: 116,786 shares; 2025Q3: 115,961 shares 115,961 $35.7M 0.06% -825 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,939 shares; 2024Q4: 449,235 shares; 2025Q1: 475,668 shares; 2025Q2: 549,865 shares; 2025Q3: 521,252 shares 521,252 $35.7M 0.06% -28,613 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 386,909 shares; 2025Q1: 425,896 shares; 2025Q2: 709,047 shares; 2025Q3: 750,127 shares 750,127 $35.7M 0.06% +41,080 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: 213,051 shares; 2024Q4: 214,261 shares; 2025Q1: 301,576 shares; 2025Q2: 249,584 shares; 2025Q3: 281,436 shares 281,436 $35M 0.06% +31,852 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: 69,525 shares; 2024Q4: 59,470 shares; 2025Q1: 61,304 shares; 2025Q2: 74,014 shares; 2025Q3: 102,605 shares 102,605 $35M 0.06% +28,591 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: 94,515 shares; 2024Q4: 89,917 shares; 2025Q1: 78,173 shares; 2025Q2: 103,745 shares; 2025Q3: 208,827 shares 208,827 $35M 0.06% +105,082 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,295 shares; 2024Q4: 338,397 shares; 2025Q1: 497,222 shares; 2025Q2: 487,070 shares; 2025Q3: 569,931 shares 569,931 $34.7M 0.06% +82,861 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,238 shares; 2024Q4: 232,507 shares; 2025Q1: 219,420 shares; 2025Q2: 244,736 shares; 2025Q3: 249,551 shares 249,551 $34.7M 0.06% +4,815 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: 87,093 shares; 2024Q4: 71,384 shares; 2025Q1: 85,583 shares; 2025Q2: 82,325 shares; 2025Q3: 82,164 shares 82,164 $34.7M 0.06% -161 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,521 shares; 2024Q4: 333,299 shares; 2025Q1: 322,954 shares; 2025Q2: 321,673 shares; 2025Q3: 287,129 shares 287,129 $34.7M 0.06% -34,544 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: 66,296 shares; 2024Q4: 72,583 shares; 2025Q1: 87,230 shares; 2025Q2: 104,608 shares; 2025Q3: 128,881 shares 128,881 $34.4M 0.06% +24,273 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: 72,917 shares; 2024Q4: 83,014 shares; 2025Q1: 174,126 shares; 2025Q2: 125,160 shares; 2025Q3: 127,327 shares 127,327 $34.4M 0.06% +2,167 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: 443,795 shares; 2024Q4: 418,758 shares; 2025Q1: 423,935 shares; 2025Q2: 429,440 shares; 2025Q3: 407,996 shares 407,996 $34.1M 0.06% -21,444 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,493 shares; 2024Q4: 765,440 shares; 2025Q1: 792,822 shares; 2025Q2: 762,772 shares; 2025Q3: 800,979 shares 800,979 $33.9M 0.06% +38,207 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,067 shares; 2024Q4: 653,608 shares; 2025Q1: 661,888 shares; 2025Q2: 659,583 shares; 2025Q3: 584,010 shares 584,010 $33.8M 0.05% -75,573 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,107 shares; 2024Q4: 344,539 shares; 2025Q1: 339,624 shares; 2025Q2: 335,445 shares; 2025Q3: 336,774 shares 336,774 $33.4M 0.05% +1,329 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,027 shares; 2024Q4: 341,000 shares; 2025Q1: 387,141 shares; 2025Q2: 356,450 shares; 2025Q3: 430,889 shares 430,889 $33M 0.05% +74,439 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,781 shares; 2024Q4: 553,496 shares; 2025Q1: 561,808 shares; 2025Q2: 600,944 shares; 2025Q3: 651,001 shares 651,001 $33M 0.05% +50,057 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: 47,954 shares; 2024Q4: 47,928 shares; 2025Q1: 52,168 shares; 2025Q2: 61,260 shares; 2025Q3: 65,852 shares 65,852 $32.5M 0.05% +4,592 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: 347,266 shares; 2024Q4: 318,841 shares; 2025Q1: 294,763 shares; 2025Q2: 292,008 shares; 2025Q3: 314,691 shares 314,691 $32.4M 0.05% +22,683 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,006 shares; 2024Q4: 61,951 shares; 2025Q1: 61,625 shares; 2025Q2: 56,119 shares; 2025Q3: 57,206 shares 57,206 $32.3M 0.05% +1,087 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,329 shares; 2024Q4: 337,878 shares; 2025Q1: 406,580 shares; 2025Q2: 343,397 shares; 2025Q3: 340,697 shares 340,697 $32.2M 0.05% -2,700 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: 435,571 shares; 2024Q4: 432,177 shares; 2025Q1: 244,040 shares; 2025Q2: 177,459 shares; 2025Q3: 179,346 shares 179,346 $32.1M 0.05% +1,887 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: 196,722 shares; 2024Q4: 200,915 shares; 2025Q1: 214,197 shares; 2025Q2: 240,663 shares; 2025Q3: 240,292 shares 240,292 $32M 0.05% -371 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: 112,288 shares; 2024Q4: 122,280 shares; 2025Q1: 119,472 shares; 2025Q2: 131,425 shares; 2025Q3: 147,578 shares 147,578 $31.9M 0.05% +16,153 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,231 shares; 2025Q1: 356,393 shares; 2025Q2: 783,008 shares; 2025Q3: 1,009,622 shares 1,009,622 $31.8M 0.05% +226,614 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: 89,087 shares; 2024Q4: 69,077 shares; 2025Q1: 69,629 shares; 2025Q2: 67,995 shares; 2025Q3: 63,883 shares 63,883 $31.4M 0.05% -4,112 Timeline ISWN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553,641 shares; 2024Q4: 1,536,635 shares; 2025Q1: 1,518,779 shares; 2025Q2: 1,486,945 shares; 2025Q3: 1,484,063 shares 1,484,063 $31.3M 0.05% -2,882 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: 73,777 shares; 2024Q4: 75,462 shares; 2025Q1: 88,427 shares; 2025Q2: 102,911 shares; 2025Q3: 110,568 shares 110,568 $30.9M 0.05% +7,657 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: 83,803 shares; 2024Q4: 79,394 shares; 2025Q1: 78,116 shares; 2025Q2: 84,366 shares; 2025Q3: 88,877 shares 88,877 $30.8M 0.05% +4,511 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: 1,156,427 shares; 2024Q4: 1,035,913 shares; 2025Q1: 1,121,927 shares; 2025Q2: 1,155,624 shares; 2025Q3: 978,870 shares 978,870 $30.8M 0.05% -176,754 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: 132,932 shares; 2024Q4: 619,842 shares; 2025Q1: 617,821 shares; 2025Q2: 530,224 shares; 2025Q3: 540,264 shares 540,264 $30.7M 0.05% +10,040 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,443 shares; 2024Q4: 1,038,626 shares; 2025Q1: 1,204,471 shares; 2025Q2: 1,411,828 shares; 2025Q3: 2,033,329 shares 2,033,329 $30.7M 0.05% +621,501 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,790 shares; 2024Q4: 117,479 shares; 2025Q1: 123,358 shares; 2025Q2: 125,709 shares; 2025Q3: 127,963 shares 127,963 $30.6M 0.05% +2,254 Timeline DGRW 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: 165,740 shares; 2024Q4: 508,947 shares; 2025Q1: 431,133 shares; 2025Q2: 379,667 shares; 2025Q3: 343,845 shares 343,845 $30.6M 0.05% -35,822 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: 287,033 shares; 2024Q4: 298,774 shares; 2025Q1: 310,151 shares; 2025Q2: 453,923 shares; 2025Q3: 452,586 shares 452,586 $30.5M 0.05% -1,337 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211,256 shares; 2024Q4: 1,210,839 shares; 2025Q1: 978,886 shares; 2025Q2: 967,486 shares; 2025Q3: 787,512 shares 787,512 $30.5M 0.05% -179,974 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,636 shares; 2024Q4: 757,719 shares; 2025Q1: 928,213 shares; 2025Q2: 854,222 shares; 2025Q3: 558,615 shares 558,615 $30.5M 0.05% -295,607 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,759 shares; 2024Q4: 249,219 shares; 2025Q1: 126,839 shares; 2025Q2: 158,432 shares; 2025Q3: 159,717 shares 159,717 $30.4M 0.05% +1,285 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: 83,587 shares; 2024Q4: 87,242 shares; 2025Q1: 106,226 shares; 2025Q2: 121,791 shares; 2025Q3: 150,628 shares 150,628 $30.2M 0.05% +28,837 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: 88,573 shares; 2024Q4: 339,150 shares; 2025Q1: 365,254 shares; 2025Q2: 340,286 shares; 2025Q3: 383,625 shares 383,625 $30.1M 0.05% +43,339 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,944 shares; 2024Q4: 83,183 shares; 2025Q1: 105,771 shares; 2025Q2: 108,173 shares; 2025Q3: 110,211 shares 110,211 $30M 0.05% +2,038 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,286 shares; 2024Q4: 119,980 shares; 2025Q1: 373,524 shares; 2025Q2: 377,104 shares; 2025Q3: 401,241 shares 401,241 $29.9M 0.05% +24,137 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: 348,311 shares; 2024Q4: 378,751 shares; 2025Q1: 352,053 shares; 2025Q2: 343,779 shares; 2025Q3: 334,178 shares 334,178 $29.9M 0.05% -9,601 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,245 shares; 2024Q4: 535,862 shares; 2025Q1: 503,355 shares; 2025Q2: 564,000 shares; 2025Q3: 559,328 shares 559,328 $29.8M 0.05% -4,672 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,435 shares; 2024Q4: 230,848 shares; 2025Q1: 231,114 shares; 2025Q2: 222,738 shares; 2025Q3: 228,971 shares 228,971 $29.7M 0.05% +6,233 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,566 shares; 2024Q4: 32,336 shares; 2025Q1: 28,757 shares; 2025Q2: 96,643 shares; 2025Q3: 102,431 shares 102,431 $29.6M 0.05% +5,788 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,890 shares; 2024Q4: 46,679 shares; 2025Q1: 42,984 shares; 2025Q2: 35,717 shares; 2025Q3: 57,443 shares 57,443 $29.5M 0.05% +21,726 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: 53,966 shares; 2024Q4: 62,253 shares; 2025Q1: 101,293 shares; 2025Q2: 115,549 shares; 2025Q3: 130,803 shares 130,803 $29.5M 0.05% +15,254 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,106 shares; 2024Q4: 123,341 shares; 2025Q1: 173,122 shares; 2025Q2: 232,479 shares; 2025Q3: 258,391 shares 258,391 $29.3M 0.05% +25,912 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,056 shares; 2024Q4: 24,919 shares; 2025Q1: 109,228 shares; 2025Q2: 120,623 shares; 2025Q3: 144,081 shares 144,081 $29.3M 0.05% +23,458 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,291 shares; 2024Q4: 837,301 shares; 2025Q1: 1,068,719 shares; 2025Q2: 892,808 shares; 2025Q3: 923,575 shares 923,575 $29.2M 0.05% +30,767 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329,078 shares; 2024Q4: 4,329,489 shares; 2025Q1: 4,332,576 shares; 2025Q2: 5,023,533 shares; 2025Q3: 5,023,754 shares 5,023,754 $28.9M 0.05% +221 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: 375,895 shares; 2024Q4: 1,175,220 shares; 2025Q1: 1,108,983 shares; 2025Q2: 1,143,261 shares; 2025Q3: 1,122,640 shares 1,122,640 $28.9M 0.05% -20,621 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,392 shares; 2024Q4: 380,485 shares; 2025Q1: 380,597 shares; 2025Q2: 391,909 shares; 2025Q3: 397,528 shares 397,528 $28.4M 0.05% +5,619 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,972 shares; 2024Q4: 242,145 shares; 2025Q1: 227,146 shares; 2025Q2: 222,338 shares; 2025Q3: 253,244 shares 253,244 $28.3M 0.05% +30,906 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: 6,405 shares; 2024Q4: 6,342 shares; 2025Q1: 21,699 shares; 2025Q2: 30,452 shares; 2025Q3: 29,441 shares 29,441 $28.1M 0.05% -1,011 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: 67,896 shares; 2024Q4: 64,670 shares; 2025Q1: 306,042 shares; 2025Q2: 309,553 shares; 2025Q3: 373,570 shares 373,570 $28.1M 0.05% +64,017 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,659 shares; 2024Q4: 63,065 shares; 2025Q1: 63,769 shares; 2025Q2: 84,396 shares; 2025Q3: 86,437 shares 86,437 $27.9M 0.05% +2,041 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,663 shares; 2024Q4: 868,964 shares; 2025Q1: 873,881 shares; 2025Q2: 838,237 shares; 2025Q3: 834,882 shares 834,882 $27.9M 0.05% -3,355 Timeline SCHV 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: 269,276 shares; 2024Q4: 716,327 shares; 2025Q1: 715,514 shares; 2025Q2: 995,771 shares; 2025Q3: 956,278 shares 956,278 $27.8M 0.05% -39,493 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: 253,872 shares; 2024Q4: 171,841 shares; 2025Q1: 254,020 shares; 2025Q2: 245,790 shares; 2025Q3: 250,653 shares 250,653 $27.8M 0.05% +4,863 Timeline VTHR 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: 134,267 shares; 2024Q4: 133,865 shares; 2025Q1: 134,002 shares; 2025Q2: 140,611 shares; 2025Q3: 93,821 shares 93,821 $27.6M 0.04% -46,790 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: 778,474 shares; 2024Q4: 764,512 shares; 2025Q1: 777,309 shares; 2025Q2: 783,883 shares; 2025Q3: 970,633 shares 970,633 $27.5M 0.04% +186,750 Timeline VDC 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: 10,681 shares; 2024Q4: 11,126 shares; 2025Q1: 153,164 shares; 2025Q2: 140,298 shares; 2025Q3: 128,296 shares 128,296 $27.4M 0.04% -12,002 Timeline JMST 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: 587,673 shares; 2024Q4: 523,618 shares; 2025Q1: 538,472 shares; 2025Q2: 541,812 shares; 2025Q3: 536,204 shares 536,204 $27.4M 0.04% -5,608 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 17,476 shares; 2025Q1: 17,841 shares; 2025Q2: 27,102 shares; 2025Q3: 33,014 shares 33,014 $27.2M 0.04% +5,912 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: 140,527 shares; 2024Q4: 141,376 shares; 2025Q1: 169,140 shares; 2025Q2: 104,575 shares; 2025Q3: 99,576 shares 99,576 $27.2M 0.04% -4,999 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,696 shares; 2024Q4: 93,071 shares; 2025Q1: 96,772 shares; 2025Q2: 106,746 shares; 2025Q3: 114,473 shares 114,473 $27M 0.04% +7,727 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894,185 shares; 2024Q4: 1,829,065 shares; 2025Q1: 1,859,137 shares; 2025Q2: 1,854,045 shares; 2025Q3: 1,854,156 shares 1,854,156 $27M 0.04% +111 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: 48,277 shares; 2024Q4: 63,645 shares; 2025Q1: 61,744 shares; 2025Q2: 70,624 shares; 2025Q3: 81,624 shares 81,624 $26.9M 0.04% +11,000 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,680 shares; 2024Q4: 198,520 shares; 2025Q1: 202,671 shares; 2025Q2: 197,061 shares; 2025Q3: 230,795 shares 230,795 $26.4M 0.04% +33,734 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,110 shares; 2024Q4: 549,108 shares; 2025Q1: 532,506 shares; 2025Q2: 544,251 shares; 2025Q3: 576,988 shares 576,988 $26.4M 0.04% +32,737 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,275 shares; 2024Q4: 65,997 shares; 2025Q1: 292,715 shares; 2025Q2: 429,367 shares; 2025Q3: 475,966 shares 475,966 $26.3M 0.04% +46,599 Timeline SLYV 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: 905,280 shares; 2024Q4: 918,764 shares; 2025Q1: 934,927 shares; 2025Q2: 305,697 shares; 2025Q3: 296,474 shares 296,474 $26.3M 0.04% -9,223 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: 108,520 shares; 2024Q4: 93,230 shares; 2025Q1: 94,146 shares; 2025Q2: 94,708 shares; 2025Q3: 91,100 shares 91,100 $26.3M 0.04% -3,608 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: 214,106 shares; 2024Q4: 209,736 shares; 2025Q1: 232,083 shares; 2025Q2: 231,340 shares; 2025Q3: 220,415 shares 220,415 $26.1M 0.04% -10,925 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,240 shares; 2024Q4: 36,481 shares; 2025Q1: 60,985 shares; 2025Q2: 71,545 shares; 2025Q3: 91,490 shares 91,490 $25.6M 0.04% +19,945 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,614 shares; 2024Q4: 359,539 shares; 2025Q1: 407,698 shares; 2025Q2: 440,614 shares; 2025Q3: 499,083 shares 499,083 $25.6M 0.04% +58,469 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,960 shares; 2024Q4: 187,009 shares; 2025Q1: 185,248 shares; 2025Q2: 196,226 shares; 2025Q3: 196,628 shares 196,628 $25.6M 0.04% +402 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,788 shares; 2024Q4: 334,852 shares; 2025Q1: 290,893 shares; 2025Q2: 325,894 shares; 2025Q3: 348,297 shares 348,297 $25.5M 0.04% +22,403 Timeline JVAL 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: 553,202 shares; 2024Q4: 541,027 shares; 2025Q1: 543,784 shares; 2025Q2: 551,676 shares; 2025Q3: 534,125 shares 534,125 $25.4M 0.04% -17,551 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: 900,992 shares; 2024Q4: 909,296 shares; 2025Q1: 771,362 shares; 2025Q2: 742,197 shares; 2025Q3: 731,706 shares 731,706 $25.2M 0.04% -10,491 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: 98,838 shares; 2024Q4: 97,437 shares; 2025Q1: 104,380 shares; 2025Q2: 110,007 shares; 2025Q3: 107,007 shares 107,007 $25.1M 0.04% -3,000 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: 571,738 shares; 2024Q4: 597,654 shares; 2025Q1: 650,774 shares; 2025Q2: 679,579 shares; 2025Q3: 634,967 shares 634,967 $24.9M 0.04% -44,612 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: 409,706 shares; 2024Q4: 364,069 shares; 2025Q1: 490,149 shares; 2025Q2: 404,555 shares; 2025Q3: 355,083 shares 355,083 $24.8M 0.04% -49,472 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,025 shares; 2024Q4: 670,240 shares; 2025Q1: 600,157 shares; 2025Q2: 682,694 shares; 2025Q3: 575,587 shares 575,587 $24.6M 0.04% -107,107 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,367 shares; 2024Q4: 169,248 shares; 2025Q1: 172,619 shares; 2025Q2: 145,198 shares; 2025Q3: 204,735 shares 204,735 $24.5M 0.04% +59,537 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: 16,678 shares; 2024Q4: 14,147 shares; 2025Q1: 15,201 shares; 2025Q2: 222,285 shares; 2025Q3: 226,672 shares 226,672 $24.4M 0.04% +4,387 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: 129,234 shares; 2024Q4: 89,459 shares; 2025Q1: 81,231 shares; 2025Q2: 127,236 shares; 2025Q3: 125,525 shares 125,525 $24.1M 0.04% -1,711 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,335 shares; 2024Q4: 71,081 shares; 2025Q1: 74,218 shares; 2025Q2: 75,197 shares; 2025Q3: 96,853 shares 96,853 $24M 0.04% +21,656 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,178 shares; 2024Q4: 167,544 shares; 2025Q1: 173,069 shares; 2025Q2: 166,802 shares; 2025Q3: 167,858 shares 167,858 $23.9M 0.04% +1,056 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534,132 shares 534,132 $23.7M 0.04% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,541 shares; 2024Q4: 802,385 shares; 2025Q1: 742,669 shares; 2025Q2: 726,133 shares; 2025Q3: 693,462 shares 693,462 $23.5M 0.04% -32,671 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,374 shares; 2024Q4: 51,580 shares; 2025Q1: 55,642 shares; 2025Q2: 57,134 shares; 2025Q3: 73,018 shares 73,018 $23.5M 0.04% +15,884 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: 33,321 shares; 2024Q4: 31,909 shares; 2025Q1: 36,244 shares; 2025Q2: 37,521 shares; 2025Q3: 33,499 shares 33,499 $23.4M 0.04% -4,022 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,761 shares; 2024Q4: 277,941 shares; 2025Q1: 305,905 shares; 2025Q2: 305,794 shares; 2025Q3: 289,879 shares 289,879 $23.4M 0.04% -15,915 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,410 shares; 2024Q4: 735,355 shares; 2025Q1: 474,694 shares; 2025Q2: 995,618 shares; 2025Q3: 995,572 shares 995,572 $23.2M 0.04% -46 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,627 shares; 2024Q4: 156,767 shares; 2025Q1: 159,956 shares; 2025Q2: 183,115 shares; 2025Q3: 299,093 shares 299,093 $22.6M 0.04% +115,978 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: 354,150 shares; 2024Q4: 339,737 shares; 2025Q1: 299,274 shares; 2025Q2: 303,248 shares; 2025Q3: 266,784 shares 266,784 $22.6M 0.04% -36,464 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: 274,158 shares; 2024Q4: 277,230 shares; 2025Q1: 348,400 shares; 2025Q2: 350,350 shares; 2025Q3: 267,987 shares 267,987 $22.5M 0.04% -82,363 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,694 shares; 2024Q4: 85,156 shares; 2025Q1: 84,817 shares; 2025Q2: 82,469 shares; 2025Q3: 78,384 shares 78,384 $22.5M 0.04% -4,085 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,896 shares; 2024Q4: 430,133 shares; 2025Q1: 463,829 shares; 2025Q2: 544,600 shares; 2025Q3: 617,245 shares 617,245 $22.4M 0.04% +72,645 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: 60,345 shares; 2024Q4: 62,520 shares; 2025Q1: 62,859 shares; 2025Q2: 75,404 shares; 2025Q3: 95,083 shares 95,083 $22.4M 0.04% +19,679 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: 191,414 shares; 2024Q4: 190,015 shares; 2025Q1: 228,602 shares; 2025Q2: 227,531 shares; 2025Q3: 233,670 shares 233,670 $22.2M 0.04% +6,139 Timeline SPIP 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: 888,795 shares; 2024Q4: 895,945 shares; 2025Q1: 899,523 shares; 2025Q2: 867,475 shares; 2025Q3: 838,358 shares 838,358 $22.1M 0.04% -29,117 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,214 shares; 2024Q4: 82,206 shares; 2025Q1: 136,052 shares; 2025Q2: 118,996 shares; 2025Q3: 144,173 shares 144,173 $22M 0.04% +25,177 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,302 shares; 2025Q1: 3,532 shares; 2025Q2: 3,802 shares; 2025Q3: 5,115 shares 5,115 $21.9M 0.04% +1,313 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,350 shares; 2024Q4: 984,023 shares; 2025Q1: 884,516 shares; 2025Q2: 929,364 shares; 2025Q3: 1,045,612 shares 1,045,612 $21.9M 0.04% +116,248 Timeline IJS 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: 196,860 shares; 2024Q4: 202,660 shares; 2025Q1: 194,611 shares; 2025Q2: 194,367 shares; 2025Q3: 195,884 shares 195,884 $21.7M 0.04% +1,517 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,949 shares; 2024Q4: 393,667 shares; 2025Q1: 404,605 shares; 2025Q2: 407,129 shares; 2025Q3: 431,911 shares 431,911 $21.5M 0.03% +24,782 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: 72,382 shares; 2024Q4: 77,391 shares; 2025Q1: 80,578 shares; 2025Q2: 100,448 shares; 2025Q3: 103,432 shares 103,432 $21.4M 0.03% +2,984 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,665 shares; 2024Q4: 268,141 shares; 2025Q1: 264,627 shares; 2025Q2: 256,235 shares; 2025Q3: 258,520 shares 258,520 $21.3M 0.03% +2,285 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,597 shares; 2024Q4: 169,557 shares; 2025Q1: 180,896 shares; 2025Q2: 175,781 shares; 2025Q3: 175,988 shares 175,988 $21.3M 0.03% +207 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,226 shares; 2024Q4: 321,242 shares; 2025Q1: 315,757 shares; 2025Q2: 365,795 shares; 2025Q3: 374,613 shares 374,613 $21.3M 0.03% +8,818 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,936 shares; 2024Q4: 616,435 shares; 2025Q1: 316,974 shares; 2025Q2: 397,959 shares; 2025Q3: 537,128 shares 537,128 $21.2M 0.03% +139,169 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483,801 shares; 2024Q4: 1,485,612 shares; 2025Q1: 1,903,166 shares; 2025Q2: 1,882,695 shares; 2025Q3: 1,828,960 shares 1,828,960 $21.1M 0.03% -53,735 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: 78,595 shares; 2024Q4: 84,708 shares; 2025Q1: 82,611 shares; 2025Q2: 87,231 shares; 2025Q3: 87,726 shares 87,726 $21.1M 0.03% +495 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: 26,543 shares; 2024Q4: 26,113 shares; 2025Q1: 28,660 shares; 2025Q2: 31,981 shares; 2025Q3: 34,582 shares 34,582 $21.1M 0.03% +2,601 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,104 shares; 2024Q4: 95,601 shares; 2025Q1: 103,477 shares; 2025Q2: 115,813 shares; 2025Q3: 184,988 shares 184,988 $20.8M 0.03% +69,175 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: 108,341 shares; 2024Q4: 76,502 shares; 2025Q1: 82,195 shares; 2025Q2: 94,662 shares; 2025Q3: 109,945 shares 109,945 $20.7M 0.03% +15,283 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,622 shares; 2024Q4: 20,715 shares; 2025Q1: 23,530 shares; 2025Q2: 89,294 shares; 2025Q3: 99,820 shares 99,820 $20.5M 0.03% +10,526 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: 66,085 shares; 2024Q4: 65,385 shares; 2025Q1: 64,911 shares; 2025Q2: 64,430 shares; 2025Q3: 63,778 shares 63,778 $20.4M 0.03% -652 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,239 shares; 2024Q4: 75,407 shares; 2025Q1: 89,726 shares; 2025Q2: 95,659 shares; 2025Q3: 93,828 shares 93,828 $20.4M 0.03% -1,831 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: 52,745 shares; 2024Q4: 53,118 shares; 2025Q1: 50,368 shares; 2025Q2: 50,459 shares; 2025Q3: 41,994 shares 41,994 $20.3M 0.03% -8,465 MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,068 shares; 2024Q4: 47,298 shares; 2025Q1: 45,764 shares; 2025Q2: 320,881 shares; 2025Q3: 212,595 shares 212,595 $20.2M 0.03% -108,286 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: 359,838 shares; 2024Q4: 358,574 shares; 2025Q1: 381,368 shares; 2025Q2: 380,625 shares; 2025Q3: 377,792 shares 377,792 $20.2M 0.03% -2,833 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: 289,735 shares; 2024Q4: 295,990 shares; 2025Q1: 292,436 shares; 2025Q2: 269,585 shares; 2025Q3: 300,592 shares 300,592 $20.2M 0.03% +31,007 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823,925 shares; 2024Q4: 3,686,210 shares; 2025Q1: 3,451,200 shares; 2025Q2: 2,769,051 shares; 2025Q3: 2,072,024 shares 2,072,024 $20M 0.03% -697,027 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,409 shares; 2024Q4: 52,012 shares; 2025Q1: 57,546 shares; 2025Q2: 51,500 shares; 2025Q3: 91,360 shares 91,360 $19.5M 0.03% +39,860 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: 106,485 shares; 2024Q4: 107,555 shares; 2025Q1: 107,655 shares; 2025Q2: 109,152 shares; 2025Q3: 110,229 shares 110,229 $19.5M 0.03% +1,077 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS 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: 242,354 shares; 2025Q3: 242,326 shares 242,326 $19.4M 0.03% -28 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,719 shares; 2024Q4: 138,055 shares; 2025Q1: 143,129 shares; 2025Q2: 142,554 shares; 2025Q3: 125,636 shares 125,636 $19.4M 0.03% -16,918 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,584 shares; 2024Q4: 150,931 shares; 2025Q1: 138,537 shares; 2025Q2: 196,949 shares; 2025Q3: 213,626 shares 213,626 $19.2M 0.03% +16,677 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: 92,464 shares; 2024Q4: 112,324 shares; 2025Q1: 133,049 shares; 2025Q2: 140,161 shares; 2025Q3: 231,493 shares 231,493 $19.1M 0.03% +91,332 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,946 shares; 2024Q4: 261,418 shares; 2025Q1: 662,158 shares; 2025Q2: 671,620 shares; 2025Q3: 661,750 shares 661,750 $19.1M 0.03% -9,870 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,338 shares; 2024Q4: 455,782 shares; 2025Q1: 488,856 shares; 2025Q2: 526,925 shares; 2025Q3: 602,113 shares 602,113 $19M 0.03% +75,188 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: 40,082 shares; 2024Q4: 44,050 shares; 2025Q1: 43,067 shares; 2025Q2: 39,420 shares; 2025Q3: 39,862 shares 39,862 $19M 0.03% +442 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,263 shares; 2024Q4: 800,198 shares; 2025Q1: 788,774 shares; 2025Q2: 755,667 shares; 2025Q3: 818,143 shares 818,143 $18.8M 0.03% +62,476 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,695 shares; 2024Q4: 28,126 shares; 2025Q1: 30,844 shares; 2025Q2: 38,828 shares; 2025Q3: 43,920 shares 43,920 $18.7M 0.03% +5,092 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: 197,825 shares; 2024Q4: 193,260 shares; 2025Q1: 203,791 shares; 2025Q2: 390,052 shares; 2025Q3: 381,771 shares 381,771 $18.7M 0.03% -8,281 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: 221,946 shares; 2024Q4: 231,585 shares; 2025Q1: 302,071 shares; 2025Q2: 349,051 shares; 2025Q3: 345,916 shares 345,916 $18.6M 0.03% -3,135 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: 147,372 shares; 2024Q4: 148,681 shares; 2025Q1: 137,439 shares; 2025Q2: 132,440 shares; 2025Q3: 131,128 shares 131,128 $18.6M 0.03% -1,312 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,561 shares; 2024Q4: 95,047 shares; 2025Q1: 97,167 shares; 2025Q2: 128,372 shares; 2025Q3: 154,830 shares 154,830 $18.6M 0.03% +26,458 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 16,742 shares; 2025Q1: 18,487 shares; 2025Q2: 52,751 shares; 2025Q3: 53,523 shares 53,523 $18.5M 0.03% +772 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,035 shares; 2024Q4: 55,905 shares; 2025Q1: 62,676 shares; 2025Q2: 57,324 shares; 2025Q3: 75,101 shares 75,101 $18.5M 0.03% +17,777 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,173 shares; 2024Q4: 558,869 shares; 2025Q1: 607,176 shares; 2025Q2: 547,015 shares; 2025Q3: 579,821 shares 579,821 $18M 0.03% +32,806 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,915 shares; 2024Q4: 119,267 shares; 2025Q1: 123,273 shares; 2025Q2: 206,683 shares; 2025Q3: 196,298 shares 196,298 $17.9M 0.03% -10,385 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,664 shares; 2024Q4: 229,081 shares; 2025Q1: 241,508 shares; 2025Q2: 254,381 shares; 2025Q3: 264,622 shares 264,622 $17.9M 0.03% +10,241 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: 110,660 shares; 2024Q4: 139,875 shares; 2025Q1: 103,830 shares; 2025Q2: 96,221 shares; 2025Q3: 104,859 shares 104,859 $17.9M 0.03% +8,638 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,340 shares; 2024Q4: 651,085 shares; 2025Q1: 1,153,044 shares; 2025Q2: 1,664,020 shares; 2025Q3: 1,653,847 shares 1,653,847 $17.7M 0.03% -10,173 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,148 shares; 2024Q4: 589,228 shares; 2025Q1: 613,136 shares; 2025Q2: 553,491 shares; 2025Q3: 558,327 shares 558,327 $17.7M 0.03% +4,836 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,144 shares; 2024Q4: 79,782 shares; 2025Q1: 85,645 shares; 2025Q2: 97,573 shares; 2025Q3: 109,463 shares 109,463 $17.6M 0.03% +11,890 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: 483,032 shares; 2024Q4: 510,665 shares; 2025Q1: 497,075 shares; 2025Q2: 569,694 shares; 2025Q3: 660,946 shares 660,946 $17.4M 0.03% +91,252 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: 85,993 shares; 2024Q4: 91,447 shares; 2025Q1: 97,945 shares; 2025Q2: 110,455 shares; 2025Q3: 116,464 shares 116,464 $17.3M 0.03% +6,009 Timeline FNDA 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: 126,385 shares; 2024Q4: 911,712 shares; 2025Q1: 901,689 shares; 2025Q2: 869,828 shares; 2025Q3: 553,449 shares 553,449 $17.2M 0.03% -316,379 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,157 shares; 2024Q4: 65,208 shares; 2025Q1: 132,703 shares; 2025Q2: 164,264 shares; 2025Q3: 203,000 shares 203,000 $17.2M 0.03% +38,736 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,928 shares; 2024Q4: 103,531 shares; 2025Q1: 109,030 shares; 2025Q2: 109,967 shares; 2025Q3: 111,314 shares 111,314 $16.9M 0.03% +1,347 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,177 shares; 2024Q4: 25,406 shares; 2025Q1: 26,504 shares; 2025Q2: 41,290 shares; 2025Q3: 50,065 shares 50,065 $16.9M 0.03% +8,775 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,915 shares; 2024Q4: 30,261 shares; 2025Q1: 30,557 shares; 2025Q2: 29,748 shares; 2025Q3: 28,918 shares 28,918 $16.8M 0.03% -830 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,682 shares; 2024Q4: 278,226 shares; 2025Q1: 359,028 shares; 2025Q2: 363,128 shares; 2025Q3: 365,055 shares 365,055 $16.7M 0.03% +1,927 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,038 shares; 2024Q4: 47,693 shares; 2025Q1: 260,962 shares; 2025Q2: 288,410 shares; 2025Q3: 279,816 shares 279,816 $16.7M 0.03% -8,594 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: 55,365 shares; 2024Q4: 61,319 shares; 2025Q1: 80,703 shares; 2025Q2: 82,291 shares; 2025Q3: 85,031 shares 85,031 $16.7M 0.03% +2,740 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,461 shares; 2024Q4: 264,038 shares; 2025Q1: 182,649 shares; 2025Q2: 310,131 shares; 2025Q3: 329,729 shares 329,729 $16.6M 0.03% +19,598 Timeline VSGX 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: 271,176 shares; 2024Q4: 273,700 shares; 2025Q1: 278,465 shares; 2025Q2: 261,155 shares; 2025Q3: 238,742 shares 238,742 $16.6M 0.03% -22,413 Timeline BILS 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: 69,258 shares; 2024Q4: 59,327 shares; 2025Q1: 64,697 shares; 2025Q2: 174,125 shares; 2025Q3: 166,238 shares 166,238 $16.5M 0.03% -7,887 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: 122,822 shares; 2024Q4: 126,834 shares; 2025Q1: 212,923 shares; 2025Q2: 205,160 shares; 2025Q3: 212,705 shares 212,705 $16.5M 0.03% +7,545 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: 44,729 shares; 2024Q4: 48,622 shares; 2025Q1: 68,670 shares; 2025Q2: 88,559 shares; 2025Q3: 108,969 shares 108,969 $16.4M 0.03% +20,410 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,410 shares; 2024Q4: 420,542 shares; 2025Q1: 763,311 shares; 2025Q2: 611,506 shares; 2025Q3: 607,021 shares 607,021 $16.4M 0.03% -4,485 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: 287,837 shares; 2024Q4: 297,667 shares; 2025Q1: 307,082 shares; 2025Q2: 321,366 shares; 2025Q3: 364,076 shares 364,076 $16.4M 0.03% +42,710 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,678 shares; 2024Q4: 118,941 shares; 2025Q1: 117,997 shares; 2025Q2: 85,520 shares; 2025Q3: 62,736 shares 62,736 $16.3M 0.03% -22,784 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: 81,617 shares; 2024Q4: 81,981 shares; 2025Q1: 83,968 shares; 2025Q2: 103,630 shares; 2025Q3: 107,411 shares 107,411 $16.1M 0.03% +3,781 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: 26,302 shares; 2024Q4: 25,541 shares; 2025Q1: 21,623 shares; 2025Q2: 23,784 shares; 2025Q3: 25,476 shares 25,476 $16.1M 0.03% +1,692 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 22,860 shares; 2025Q1: 22,928 shares; 2025Q2: 25,158 shares; 2025Q3: 53,522 shares 53,522 $16M 0.03% +28,364 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: 18,120 shares; 2024Q4: 17,660 shares; 2025Q1: 20,960 shares; 2025Q2: 20,942 shares; 2025Q3: 22,260 shares 22,260 $16M 0.03% +1,318 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: 174,343 shares; 2024Q4: 165,889 shares; 2025Q1: 187,646 shares; 2025Q2: 185,830 shares; 2025Q3: 193,827 shares 193,827 $16M 0.03% +7,997 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,493 shares; 2024Q4: 66,600 shares; 2025Q1: 113,059 shares; 2025Q2: 144,216 shares; 2025Q3: 144,910 shares 144,910 $15.9M 0.03% +694 Timeline BAPR 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: 203,820 shares; 2024Q4: 195,759 shares; 2025Q1: 190,955 shares; 2025Q2: 378,934 shares; 2025Q3: 338,831 shares 338,831 $15.9M 0.03% -40,103 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,535 shares; 2024Q4: 70,450 shares; 2025Q1: 60,013 shares; 2025Q2: 125,355 shares; 2025Q3: 187,843 shares 187,843 $15.8M 0.03% +62,488 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: 65,830 shares; 2024Q4: 68,582 shares; 2025Q1: 139,341 shares; 2025Q2: 75,062 shares; 2025Q3: 116,022 shares 116,022 $15.8M 0.03% +40,960 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,251 shares; 2024Q4: 105,131 shares; 2025Q1: 102,292 shares; 2025Q2: 314,450 shares; 2025Q3: 318,509 shares 318,509 $15.8M 0.03% +4,059 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,938 shares; 2024Q4: 540,833 shares; 2025Q1: 512,862 shares; 2025Q2: 372,313 shares; 2025Q3: 234,092 shares 234,092 $15.8M 0.03% -138,221 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 482,023 shares; 2025Q1: 472,272 shares; 2025Q2: 449,478 shares; 2025Q3: 432,949 shares 432,949 $15.7M 0.03% -16,529 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,329 shares; 2024Q4: 19,445 shares; 2025Q1: 27,857 shares; 2025Q2: 19,715 shares; 2025Q3: 27,442 shares 27,442 $15.6M 0.03% +7,727 Timeline DSI 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: 263,827 shares; 2024Q4: 269,557 shares; 2025Q1: 292,513 shares; 2025Q2: 274,566 shares; 2025Q3: 123,516 shares 123,516 $15.6M 0.03% -151,050 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: 57,691 shares; 2024Q4: 59,460 shares; 2025Q1: 54,192 shares; 2025Q2: 49,879 shares; 2025Q3: 50,885 shares 50,885 $15.5M 0.03% +1,006 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 11,598 shares; 2025Q1: 19,372 shares; 2025Q2: 23,342 shares; 2025Q3: 80,608 shares 80,608 $15.4M 0.03% +57,266 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: 395,516 shares; 2024Q4: 470,226 shares; 2025Q1: 474,624 shares; 2025Q2: 486,793 shares; 2025Q3: 492,641 shares 492,641 $15.4M 0.02% +5,848 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: 289,861 shares; 2024Q4: 274,430 shares; 2025Q1: 317,634 shares; 2025Q2: 366,405 shares; 2025Q3: 433,718 shares 433,718 $15.4M 0.02% +67,313 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,469 shares; 2024Q4: 27,800 shares; 2025Q1: 26,153 shares; 2025Q2: 29,907 shares; 2025Q3: 43,771 shares 43,771 $15.3M 0.02% +13,864 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: 54,187 shares; 2024Q4: 53,813 shares; 2025Q1: 63,473 shares; 2025Q2: 67,763 shares; 2025Q3: 91,061 shares 91,061 $15.2M 0.02% +23,298 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: 43,654 shares; 2024Q4: 43,999 shares; 2025Q1: 68,379 shares; 2025Q2: 77,964 shares; 2025Q3: 508,322 shares 508,322 $15.1M 0.02% +430,358 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: 208,596 shares; 2024Q4: 195,357 shares; 2025Q1: 249,261 shares; 2025Q2: 338,016 shares; 2025Q3: 428,360 shares 428,360 $15M 0.02% +90,344 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,358 shares; 2024Q4: 214,099 shares; 2025Q1: 217,019 shares; 2025Q2: 290,351 shares; 2025Q3: 238,108 shares 238,108 $15M 0.02% -52,243 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: 9,728 shares; 2024Q4: 11,800 shares; 2025Q1: 13,979 shares; 2025Q2: 16,026 shares; 2025Q3: 19,108 shares 19,108 $15M 0.02% +3,082 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,699 shares; 2024Q4: 183,317 shares; 2025Q1: 189,549 shares; 2025Q2: 212,487 shares; 2025Q3: 235,982 shares 235,982 $14.9M 0.02% +23,495 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,641 shares; 2024Q4: 12,328 shares; 2025Q1: 12,825 shares; 2025Q2: 18,514 shares; 2025Q3: 23,003 shares 23,003 $14.9M 0.02% +4,489 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,898 shares; 2024Q4: 123,888 shares; 2025Q1: 179,287 shares; 2025Q2: 551,140 shares; 2025Q3: 675,876 shares 675,876 $14.9M 0.02% +124,736 Timeline SCHZ 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: 178,681 shares; 2024Q4: 607,649 shares; 2025Q1: 592,758 shares; 2025Q2: 583,187 shares; 2025Q3: 628,623 shares 628,623 $14.8M 0.02% +45,436 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: 85,255 shares; 2024Q4: 68,507 shares; 2025Q1: 68,463 shares; 2025Q2: 65,013 shares; 2025Q3: 56,525 shares 56,525 $14.7M 0.02% -8,488 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,052 shares; 2024Q4: 984,045 shares; 2025Q1: 1,187,494 shares; 2025Q2: 1,264,936 shares; 2025Q3: 1,227,421 shares 1,227,421 $14.7M 0.02% -37,515 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: 132,200 shares; 2024Q4: 73,174 shares; 2025Q1: 127,758 shares; 2025Q2: 151,701 shares; 2025Q3: 142,051 shares 142,051 $14.6M 0.02% -9,650 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,024 shares; 2024Q4: 41,737 shares; 2025Q1: 33,361 shares; 2025Q2: 58,774 shares; 2025Q3: 103,626 shares 103,626 $14.5M 0.02% +44,852 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: 36,994 shares; 2024Q4: 32,148 shares; 2025Q1: 39,828 shares; 2025Q2: 37,603 shares; 2025Q3: 40,399 shares 40,399 $14.4M 0.02% +2,796 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,587 shares; 2024Q4: 118,726 shares; 2025Q1: 195,420 shares; 2025Q2: 95,640 shares; 2025Q3: 403,479 shares 403,479 $14.4M 0.02% +307,839 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,223 shares; 2024Q4: 171,736 shares; 2025Q1: 944,251 shares; 2025Q2: 981,280 shares; 2025Q3: 1,087,287 shares 1,087,287 $14.3M 0.02% +106,007 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,476 shares; 2024Q4: 38,471 shares; 2025Q1: 47,636 shares; 2025Q2: 70,485 shares; 2025Q3: 100,867 shares 100,867 $14.3M 0.02% +30,382 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,208 shares; 2024Q4: 292,235 shares; 2025Q1: 295,953 shares; 2025Q2: 311,367 shares; 2025Q3: 306,743 shares 306,743 $14.2M 0.02% -4,624 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,847 shares; 2024Q4: 286,619 shares; 2025Q1: 226,455 shares; 2025Q2: 231,508 shares; 2025Q3: 217,535 shares 217,535 $14.2M 0.02% -13,973 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,953 shares; 2024Q4: 124,025 shares; 2025Q1: 108,394 shares; 2025Q2: 106,359 shares; 2025Q3: 102,645 shares 102,645 $14.2M 0.02% -3,714 Timeline FNDX 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: 153,352 shares; 2024Q4: 590,517 shares; 2025Q1: 591,456 shares; 2025Q2: 558,014 shares; 2025Q3: 539,517 shares 539,517 $14.2M 0.02% -18,497 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,752 shares; 2024Q4: 39,704 shares; 2025Q1: 90,736 shares; 2025Q2: 115,307 shares; 2025Q3: 99,329 shares 99,329 $14.1M 0.02% -15,978 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,853 shares; 2024Q4: 101,948 shares; 2025Q1: 117,772 shares; 2025Q2: 129,285 shares; 2025Q3: 129,668 shares 129,668 $14.1M 0.02% +383 Timeline ESGU 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: 57,479 shares; 2024Q4: 69,804 shares; 2025Q1: 70,311 shares; 2025Q2: 87,477 shares; 2025Q3: 95,683 shares 95,683 $13.9M 0.02% +8,206 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,676 shares; 2024Q4: 154,537 shares; 2025Q1: 212,840 shares; 2025Q2: 215,593 shares; 2025Q3: 176,389 shares 176,389 $13.9M 0.02% -39,204 Timeline JPIN 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: 269,145 shares; 2024Q4: 239,479 shares; 2025Q1: 233,667 shares; 2025Q2: 209,350 shares; 2025Q3: 207,946 shares 207,946 $13.9M 0.02% -1,404 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,653 shares; 2024Q4: 467,348 shares; 2025Q1: 491,484 shares; 2025Q2: 512,057 shares; 2025Q3: 530,077 shares 530,077 $13.8M 0.02% +18,020 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,447 shares; 2024Q4: 175,258 shares; 2025Q1: 121,270 shares; 2025Q2: 51,117 shares; 2025Q3: 162,615 shares 162,615 $13.8M 0.02% +111,498 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: 108,427 shares; 2024Q4: 103,566 shares; 2025Q1: 109,595 shares; 2025Q2: 127,896 shares; 2025Q3: 175,172 shares 175,172 $13.6M 0.02% +47,276 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: 10,924 shares; 2024Q4: 11,395 shares; 2025Q1: 18,630 shares; 2025Q2: 21,170 shares; 2025Q3: 21,295 shares 21,295 $13.6M 0.02% +125 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,950 shares; 2024Q4: 422,959 shares; 2025Q1: 485,968 shares; 2025Q2: 284,874 shares; 2025Q3: 298,041 shares 298,041 $13.4M 0.02% +13,167 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,778 shares; 2024Q4: 136,175 shares; 2025Q1: 122,969 shares; 2025Q2: 134,310 shares; 2025Q3: 129,300 shares 129,300 $13.4M 0.02% -5,010 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,129 shares; 2024Q4: 223,748 shares; 2025Q1: 236,180 shares; 2025Q2: 226,840 shares; 2025Q3: 233,864 shares 233,864 $13.3M 0.02% +7,024 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,422 shares; 2024Q4: 131,515 shares; 2025Q1: 135,578 shares; 2025Q2: 186,586 shares; 2025Q3: 187,702 shares 187,702 $13.3M 0.02% +1,116 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,915 shares; 2024Q4: 26,478 shares; 2025Q1: 30,218 shares; 2025Q2: 27,903 shares; 2025Q3: 27,459 shares 27,459 $13.3M 0.02% -444 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,425 shares; 2024Q4: 233,475 shares; 2025Q1: 154,408 shares; 2025Q2: 414,040 shares; 2025Q3: 487,806 shares 487,806 $13.3M 0.02% +73,766 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,535 shares; 2024Q4: 298,402 shares; 2025Q1: 285,464 shares; 2025Q2: 264,460 shares; 2025Q3: 250,332 shares 250,332 $13.3M 0.02% -14,128 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: 117,858 shares; 2024Q4: 113,866 shares; 2025Q1: 113,872 shares; 2025Q2: 131,808 shares; 2025Q3: 149,604 shares 149,604 $13.2M 0.02% +17,796 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,304 shares; 2024Q4: 430,920 shares; 2025Q1: 445,940 shares; 2025Q2: 428,323 shares; 2025Q3: 400,694 shares 400,694 $13.1M 0.02% -27,629 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,186 shares; 2024Q4: 58,971 shares; 2025Q1: 174,789 shares; 2025Q2: 174,025 shares; 2025Q3: 125,173 shares 125,173 $13M 0.02% -48,852 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: 47,233 shares; 2024Q4: 45,260 shares; 2025Q1: 43,030 shares; 2025Q2: 41,188 shares; 2025Q3: 51,765 shares 51,765 $13M 0.02% +10,577 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,978 shares; 2024Q4: 286,256 shares; 2025Q1: 285,104 shares; 2025Q2: 279,464 shares; 2025Q3: 276,751 shares 276,751 $12.9M 0.02% -2,713 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: 103,875 shares; 2024Q4: 109,529 shares; 2025Q1: 113,419 shares; 2025Q2: 138,989 shares; 2025Q3: 146,837 shares 146,837 $12.8M 0.02% +7,848 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 16,483 shares; 2025Q1: 16,087 shares; 2025Q2: 16,495 shares; 2025Q3: 46,390 shares 46,390 $12.8M 0.02% +29,895 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: 190,814 shares; 2024Q4: 217,115 shares; 2025Q1: 229,873 shares; 2025Q2: 225,642 shares; 2025Q3: 252,111 shares 252,111 $12.7M 0.02% +26,469 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638,063 shares; 2024Q4: 1,586,646 shares; 2025Q1: 1,492,016 shares; 2025Q2: 1,175,351 shares; 2025Q3: 929,231 shares 929,231 $12.7M 0.02% -246,120 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: 241,403 shares; 2024Q4: 298,668 shares; 2025Q1: 295,357 shares; 2025Q2: 294,089 shares; 2025Q3: 296,956 shares 296,956 $12.6M 0.02% +2,867 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,297 shares; 2024Q4: 410,229 shares; 2025Q1: 461,740 shares; 2025Q2: 508,579 shares; 2025Q3: 687,096 shares 687,096 $12.6M 0.02% +178,517 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: 17,937 shares; 2024Q4: 16,496 shares; 2025Q1: 102,373 shares; 2025Q2: 216,039 shares; 2025Q3: 335,503 shares 335,503 $12.5M 0.02% +119,464 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,652 shares; 2024Q4: 155,580 shares; 2025Q1: 183,509 shares; 2025Q2: 133,764 shares; 2025Q3: 257,462 shares 257,462 $12.5M 0.02% +123,698 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,775 shares; 2024Q4: 21,463 shares; 2025Q1: 38,385 shares; 2025Q2: 77,775 shares; 2025Q3: 90,673 shares 90,673 $12.5M 0.02% +12,898 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,019 shares; 2024Q4: 13,525 shares; 2025Q1: 14,642 shares; 2025Q2: 10,113 shares; 2025Q3: 27,429 shares 27,429 $12.5M 0.02% +17,316 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,343 shares; 2024Q4: 48,761 shares; 2025Q1: 68,665 shares; 2025Q2: 137,741 shares; 2025Q3: 149,208 shares 149,208 $12.4M 0.02% +11,467 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,891 shares; 2024Q4: 82,860 shares; 2025Q1: 79,498 shares; 2025Q2: 79,583 shares; 2025Q3: 76,152 shares 76,152 $12.3M 0.02% -3,431 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 38,751 shares; 2025Q1: 49,900 shares; 2025Q2: 54,818 shares; 2025Q3: 40,505 shares 40,505 $12.3M 0.02% -14,313 Timeline