HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,490,512 shares; 2024Q4: 22,673,374 shares; 2025Q1: 24,194,408 shares; 2025Q2: 17,143,000 shares; 2025Q3: 17,309,516 shares 17,309,516 $1.41B 8.8% +166,516 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: 6,426,653 shares; 2024Q4: 7,116,129 shares; 2025Q1: 7,350,431 shares; 2025Q2: 7,581,592 shares; 2025Q3: 7,671,286 shares 7,671,286 $601M 3.76% +89,694 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: 566,024 shares; 2024Q4: 562,750 shares; 2025Q1: 530,532 shares; 2025Q2: 675,603 shares; 2025Q3: 751,022 shares 751,022 $389M 2.44% +75,419 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: 1,376,450 shares; 2024Q4: 1,344,854 shares; 2025Q1: 1,274,460 shares; 2025Q2: 1,400,845 shares; 2025Q3: 1,507,195 shares 1,507,195 $384M 2.4% +106,350 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: 1,734,839 shares; 2024Q4: 1,767,233 shares; 2025Q1: 1,916,233 shares; 2025Q2: 2,034,414 shares; 2025Q3: 1,965,479 shares 1,965,479 $367M 2.3% -68,935 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: 376,608 shares; 2024Q4: 19,881 shares; 2025Q1: 702,828 shares; 2025Q2: 338,680 shares; 2025Q3: 521,564 shares 521,564 $349M 2.19% +182,884 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454,565 shares; 2024Q4: 5,483,446 shares; 2025Q1: 5,449,830 shares; 2025Q2: 3,422,870 shares; 2025Q3: 3,484,384 shares 3,484,384 $341M 2.14% +61,514 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: 876,269 shares; 2024Q4: 1,164,638 shares; 2025Q1: 1,047,158 shares; 2025Q2: 1,102,702 shares; 2025Q3: 1,346,148 shares 1,346,148 $327M 2.05% +243,446 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: 756,806 shares; 2024Q4: 688,079 shares; 2025Q1: 778,013 shares; 2025Q2: 830,069 shares; 2025Q3: 869,924 shares 869,924 $274M 1.72% +39,855 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: 3,559,802 shares; 2024Q4: 3,033,635 shares; 2025Q1: 3,134,492 shares; 2025Q2: 2,872,962 shares; 2025Q3: 2,966,078 shares 2,966,078 $245M 1.53% +93,116 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: 882,049 shares; 2024Q4: 725,120 shares; 2025Q1: 715,988 shares; 2025Q2: 746,736 shares; 2025Q3: 715,397 shares 715,397 $236M 1.48% -31,339 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: 222,420 shares; 2024Q4: 235,392 shares; 2025Q1: 239,979 shares; 2025Q2: 257,389 shares; 2025Q3: 269,193 shares 269,193 $198M 1.24% +11,804 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111,261 shares; 2024Q4: 1,310,242 shares; 2025Q1: 1,108,307 shares; 2025Q2: 1,786,904 shares; 2025Q3: 1,830,406 shares 1,830,406 $181M 1.13% +43,502 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: 476,599 shares; 2024Q4: 409,044 shares; 2025Q1: 504,799 shares; 2025Q2: 752,406 shares; 2025Q3: 900,049 shares 900,049 $167M 1.05% +147,643 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: 3,729 shares; 2024Q4: 3,902 shares; 2025Q1: 571,720 shares; 2025Q2: 604,883 shares; 2025Q3: 695,391 shares 695,391 $161M 1.01% +90,508 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: 835,396 shares; 2024Q4: 934,926 shares; 2025Q1: 957,818 shares; 2025Q2: 875,292 shares; 2025Q3: 973,640 shares 973,640 $155M 0.97% +98,348 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: 1,527,630 shares; 2024Q4: 1,747,388 shares; 2025Q1: 1,808,016 shares; 2025Q2: 1,246,697 shares; 2025Q3: 1,262,795 shares 1,262,795 $150M 0.94% +16,098 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: 496,784 shares; 2024Q4: 634,276 shares; 2025Q1: 647,009 shares; 2025Q2: 612,214 shares; 2025Q3: 648,943 shares 648,943 $142M 0.89% +36,729 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: 719,661 shares; 2024Q4: 2,978,909 shares; 2025Q1: 4,651,417 shares; 2025Q2: 4,626,680 shares; 2025Q3: 4,359,851 shares 4,359,851 $139M 0.87% -266,829 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: 279,766 shares; 2024Q4: 221,466 shares; 2025Q1: 216,380 shares; 2025Q2: 205,284 shares; 2025Q3: 181,699 shares 181,699 $138M 0.86% -23,585 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: 571,614 shares; 2024Q4: 579,142 shares; 2025Q1: 418,318 shares; 2025Q2: 427,222 shares; 2025Q3: 404,328 shares 404,328 $134M 0.84% -22,894 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: 967,315 shares; 2024Q4: 980,396 shares; 2025Q1: 881,341 shares; 2025Q2: 1,073,144 shares; 2025Q3: 1,092,975 shares 1,092,975 $131M 0.82% +19,831 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: 350,251 shares; 2024Q4: 382,018 shares; 2025Q1: 363,997 shares; 2025Q2: 371,663 shares; 2025Q3: 380,220 shares 380,220 $130M 0.81% +8,557 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: 718,252 shares; 2024Q4: 1,652,111 shares; 2025Q1: 1,939,905 shares; 2025Q2: 2,255,289 shares; 2025Q3: 1,881,624 shares 1,881,624 $129M 0.81% -373,665 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: 579,018 shares; 2024Q4: 580,926 shares; 2025Q1: 582,029 shares; 2025Q2: 448,505 shares; 2025Q3: 455,481 shares 455,481 $127M 0.8% +6,976 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: 442,115 shares; 2024Q4: 534,801 shares; 2025Q1: 573,241 shares; 2025Q2: 582,210 shares; 2025Q3: 443,054 shares 443,054 $125M 0.78% -139,156 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: 1,094,114 shares; 2024Q4: 1,076,105 shares; 2025Q1: 1,067,144 shares; 2025Q2: 1,082,799 shares; 2025Q3: 1,107,632 shares 1,107,632 $125M 0.78% +24,833 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: 377,322 shares; 2024Q4: 378,598 shares; 2025Q1: 373,999 shares; 2025Q2: 379,637 shares; 2025Q3: 386,002 shares 386,002 $116M 0.73% +6,365 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: 229,830 shares; 2024Q4: 209,476 shares; 2025Q1: 181,000 shares; 2025Q2: 187,533 shares; 2025Q3: 177,043 shares 177,043 $115M 0.72% -10,490 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,828 shares; 2024Q4: 68,793 shares; 2025Q1: 128,116 shares; 2025Q2: 434,952 shares; 2025Q3: 328,930 shares 328,930 $112M 0.7% -106,022 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,612 shares; 2024Q4: 605,719 shares; 2025Q1: 615,622 shares; 2025Q2: 614,225 shares; 2025Q3: 452,552 shares 452,552 $111M 0.7% -161,673 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448,686 shares; 2024Q4: 5,230,817 shares; 2025Q1: 5,578,381 shares; 2025Q2: 5,641,996 shares; 2025Q3: 5,755,246 shares 5,755,246 $111M 0.69% +113,250 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: 462,462 shares; 2024Q4: 472,107 shares; 2025Q1: 621,090 shares; 2025Q2: 742,094 shares; 2025Q3: 670,826 shares 670,826 $109M 0.68% -71,268 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: 225,379 shares; 2024Q4: 221,103 shares; 2025Q1: 222,273 shares; 2025Q2: 224,651 shares; 2025Q3: 227,708 shares 227,708 $108M 0.68% +3,057 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,614,288 shares; 2025Q1: 9,974 shares; 2025Q2: 1,085,277 shares; 2025Q3: 1,016,284 shares 1,016,284 $106M 0.67% -68,993 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: 125,409 shares; 2024Q4: 111,241 shares; 2025Q1: 132,369 shares; 2025Q2: 138,641 shares; 2025Q3: 139,007 shares 139,007 $106M 0.66% +366 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: 644,187 shares; 2024Q4: 848,868 shares; 2025Q1: 1,607,314 shares; 2025Q2: 1,645,277 shares; 2025Q3: 1,583,329 shares 1,583,329 $105M 0.66% -61,948 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937,232 shares; 2024Q4: 1,243,203 shares; 2025Q1: 1,683,208 shares; 2025Q2: 2,226,301 shares; 2025Q3: 861,413 shares 861,413 $104M 0.65% -1,364,888 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: 168,573 shares; 2024Q4: 170,096 shares; 2025Q1: 129,020 shares; 2025Q2: 128,831 shares; 2025Q3: 129,605 shares 129,605 $103M 0.65% +774 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: 5,309 shares; 2024Q4: 10,047 shares; 2025Q1: 391,169 shares; 2025Q2: 666,513 shares; 2025Q3: 1,294,484 shares 1,294,484 $99.3M 0.62% +627,971 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: 2,033,187 shares; 2024Q4: 2,057,093 shares; 2025Q1: 2,063,932 shares; 2025Q2: 1,843,346 shares; 2025Q3: 1,869,852 shares 1,869,852 $96.5M 0.6% +26,506 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD 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: 2,226,626 shares; 2025Q2: 2,256,117 shares; 2025Q3: 2,298,006 shares 2,298,006 $96.4M 0.6% +41,889 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: 115,554 shares; 2024Q4: 117,035 shares; 2025Q1: 117,661 shares; 2025Q2: 118,204 shares; 2025Q3: 120,802 shares 120,802 $93.3M 0.58% +2,598 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: 442,315 shares; 2024Q4: 435,059 shares; 2025Q1: 526,533 shares; 2025Q2: 538,513 shares; 2025Q3: 733,243 shares 733,243 $90.7M 0.57% +194,730 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,872 shares; 2025Q1: 7,872 shares; 2025Q2: 867,876 shares; 2025Q3: 1,133,531 shares 1,133,531 $90.6M 0.57% +265,655 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: 572,765 shares; 2024Q4: 556,302 shares; 2025Q1: 592,245 shares; 2025Q2: 830,970 shares; 2025Q3: 700,858 shares 700,858 $89.9M 0.56% -130,112 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: 133,068 shares; 2025Q1: 105,166 shares; 2025Q2: 75,568 shares; 2025Q3: 76,665 shares 76,665 $89.4M 0.56% +1,097 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,424 shares; 2024Q4: 201,075 shares; 2025Q1: 196,451 shares; 2025Q2: 161,666 shares; 2025Q3: 164,161 shares 164,161 $89.1M 0.56% +2,495 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142,546 shares; 2024Q4: 2,161,276 shares; 2025Q1: 1,907,434 shares; 2025Q2: 1,943,103 shares; 2025Q3: 1,970,383 shares 1,970,383 $87.8M 0.55% +27,280 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: 753,834 shares; 2024Q4: 720,462 shares; 2025Q1: 741,475 shares; 2025Q2: 753,797 shares; 2025Q3: 764,193 shares 764,193 $87.5M 0.55% +10,396 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,532 shares; 2024Q4: 461,353 shares; 2025Q1: 460,776 shares; 2025Q2: 479,906 shares; 2025Q3: 498,529 shares 498,529 $86.1M 0.54% +18,623 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: 10,318 shares; 2024Q4: 10,599 shares; 2025Q1: 10,912 shares; 2025Q2: 503,258 shares; 2025Q3: 512,452 shares 512,452 $85.7M 0.54% +9,194 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,227 shares; 2024Q4: 766,261 shares; 2025Q1: 624,148 shares; 2025Q2: 635,510 shares; 2025Q3: 645,042 shares 645,042 $85.2M 0.53% +9,532 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: not reported; 2024Q4: 753 shares; 2025Q1: 172,948 shares; 2025Q2: 190,512 shares; 2025Q3: 195,158 shares 195,158 $82.4M 0.52% +4,646 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS 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: 422,360 shares; 2025Q3: 431,881 shares 431,881 $81.6M 0.51% +9,521 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403,355 shares; 2024Q4: 1,417,803 shares; 2025Q1: 1,445,920 shares; 2025Q2: 909,199 shares; 2025Q3: 1,829,676 shares 1,829,676 $81.4M 0.51% +920,477 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363,063 shares; 2025Q3: 368,620 shares 368,620 $80.9M 0.51% +5,557 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: 1,018,557 shares; 2024Q4: 1,028,945 shares; 2025Q1: 1,031,949 shares; 2025Q2: 832,086 shares; 2025Q3: 851,405 shares 851,405 $80.7M 0.51% +19,319 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: 1,347,752 shares; 2024Q4: 1,352,433 shares; 2025Q1: 926,992 shares; 2025Q2: 944,582 shares; 2025Q3: 958,326 shares 958,326 $80.3M 0.5% +13,744 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,582 shares; 2024Q4: 226,386 shares; 2025Q1: 235,200 shares; 2025Q2: 215,304 shares; 2025Q3: 216,629 shares 216,629 $79M 0.49% +1,325 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: 191,445 shares; 2024Q4: 193,923 shares; 2025Q1: 194,841 shares; 2025Q2: 198,789 shares; 2025Q3: 212,665 shares 212,665 $78.6M 0.49% +13,876 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,624 shares; 2024Q4: 238,367 shares; 2025Q1: 237,802 shares; 2025Q2: 246,543 shares; 2025Q3: 251,467 shares 251,467 $78.6M 0.49% +4,924 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED 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: 1,287,053 shares; 2025Q2: 722,718 shares; 2025Q3: 1,864,198 shares 1,864,198 $78.1M 0.49% +1,141,480 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: 867,039 shares; 2024Q4: 877,109 shares; 2025Q1: 719,561 shares; 2025Q2: 734,594 shares; 2025Q3: 748,807 shares 748,807 $77.2M 0.48% +14,213 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: 526,737 shares; 2025Q1: 511,201 shares; 2025Q2: 527,115 shares; 2025Q3: 521,611 shares 521,611 $76M 0.48% -5,504 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,242 shares; 2024Q4: 63,172 shares; 2025Q1: 50,835 shares; 2025Q2: 450,595 shares; 2025Q3: 572,816 shares 572,816 $75.9M 0.48% +122,221 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 17,268 shares; 2025Q2: 5,671,047 shares; 2025Q3: 7,156,053 shares 7,156,053 $75M 0.47% +1,485,006 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879,758 shares; 2024Q4: 2,990,107 shares; 2025Q1: 2,919,056 shares; 2025Q2: 2,866,902 shares; 2025Q3: 2,921,272 shares 2,921,272 $74.8M 0.47% +54,370 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: 490,037 shares; 2024Q4: 1,517,355 shares; 2025Q1: 1,299,355 shares; 2025Q2: 2,953,178 shares; 2025Q3: 2,781,076 shares 2,781,076 $73.1M 0.46% -172,102 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,896 shares; 2024Q4: 696,726 shares; 2025Q1: 1,023,593 shares; 2025Q2: 1,064,534 shares; 2025Q3: 1,144,595 shares 1,144,595 $72.2M 0.45% +80,061 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,029,021 shares; 2024Q4: 6,384,308 shares; 2025Q1: 6,496,260 shares; 2025Q2: 6,517,672 shares; 2025Q3: 4,143,124 shares 4,143,124 $69.4M 0.43% -2,374,548 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: not reported; 2024Q4: not reported; 2025Q1: 162,366 shares; 2025Q2: 165,251 shares; 2025Q3: 240,372 shares 240,372 $69.3M 0.43% +75,121 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: 158,677 shares; 2024Q4: 160,075 shares; 2025Q1: 189,955 shares; 2025Q2: 194,827 shares; 2025Q3: 226,476 shares 226,476 $68.8M 0.43% +31,649 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816,710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,390 shares 251,390 $68.8M 0.43% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,372 shares; 2024Q4: 190,047 shares; 2025Q1: 311,382 shares; 2025Q2: 324,329 shares; 2025Q3: 331,325 shares 331,325 $67.7M 0.42% +6,996 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,247 shares; 2024Q4: 607,458 shares; 2025Q1: 602,601 shares; 2025Q2: 304,525 shares; 2025Q3: 310,802 shares 310,802 $67.3M 0.42% +6,277 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,485 shares; 2025Q3: 378,919 shares 378,919 $67.2M 0.42% +180,434 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,202 shares; 2024Q4: 561,637 shares; 2025Q1: 573,009 shares; 2025Q2: 354,432 shares; 2025Q3: 455,011 shares 455,011 $67M 0.42% +100,579 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,066 shares; 2024Q4: 711,622 shares; 2025Q1: 895,628 shares; 2025Q2: 904,534 shares; 2025Q3: 920,565 shares 920,565 $66.9M 0.42% +16,031 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: 1,161,663 shares; 2024Q4: 1,174,898 shares; 2025Q1: 1,020,442 shares; 2025Q2: 1,037,184 shares; 2025Q3: 1,050,405 shares 1,050,405 $66.5M 0.42% +13,221 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395,666 shares; 2025Q3: 339,864 shares 339,864 $66.4M 0.42% -55,802 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,821 shares; 2024Q4: 24,425 shares; 2025Q1: 59,345 shares; 2025Q2: 243,841 shares; 2025Q3: 443,607 shares 443,607 $66.1M 0.41% +199,766 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: 2,215,925 shares; 2024Q4: 2,238,876 shares; 2025Q1: 2,228,874 shares; 2025Q2: 2,272,782 shares; 2025Q3: 2,319,300 shares 2,319,300 $65.5M 0.41% +46,518 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 407,308 shares; 2025Q3: 550,805 shares 550,805 $65.4M 0.41% +143,497 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: 900,380 shares; 2024Q4: 791,458 shares; 2025Q1: 818,242 shares; 2025Q2: 449,853 shares; 2025Q3: 454,568 shares 454,568 $64.8M 0.41% +4,715 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,022 shares; 2024Q4: 362,712 shares; 2025Q1: 369,473 shares; 2025Q2: 251,050 shares; 2025Q3: 259,451 shares 259,451 $64.7M 0.41% +8,401 Timeline STNE STONECO LTD More: the full row for STONECO LTD 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: 3,330,993 shares; 2025Q3: 3,387,830 shares 3,387,830 $64.1M 0.4% +56,837 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: 5,755 shares; 2024Q4: 6,563 shares; 2025Q1: 7,068 shares; 2025Q2: 223,201 shares; 2025Q3: 226,598 shares 226,598 $63.9M 0.4% +3,397 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: 327 shares; 2024Q4: 413 shares; 2025Q1: 56,114 shares; 2025Q2: 57,784 shares; 2025Q3: 59,140 shares 59,140 $63.8M 0.4% +1,356 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,560 shares; 2024Q4: 1,031,936 shares; 2025Q1: 471,276 shares; 2025Q2: 481,946 shares; 2025Q3: 781,701 shares 781,701 $63.7M 0.4% +299,755 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: 9,986 shares; 2024Q4: 9,920 shares; 2025Q1: 9,820 shares; 2025Q2: 9,507 shares; 2025Q3: 157,136 shares 157,136 $63.7M 0.4% +147,629 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,832 shares; 2024Q4: 206,520 shares; 2025Q1: 214,862 shares; 2025Q2: 129,284 shares; 2025Q3: 184,536 shares 184,536 $63.6M 0.4% +55,252 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,250 shares; 2024Q4: 138,748 shares; 2025Q1: 224,583 shares; 2025Q2: 225,962 shares; 2025Q3: 330,433 shares 330,433 $63.1M 0.4% +104,471 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,115 shares; 2024Q4: 211,940 shares; 2025Q1: 4,296 shares; 2025Q2: 250,352 shares; 2025Q3: 256,816 shares 256,816 $63M 0.39% +6,464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 483,793 shares; 2025Q3: 428,448 shares 428,448 $62.4M 0.39% -55,345 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 76,842 shares; 2025Q2: 120,768 shares; 2025Q3: 124,645 shares 124,645 $62.2M 0.39% +3,877 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC 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: 1,751,842 shares 1,751,842 $61.8M 0.39% new 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: 4,126 shares; 2024Q4: 5,065 shares; 2025Q1: 4,930 shares; 2025Q2: 738,876 shares; 2025Q3: 458,457 shares 458,457 $61.4M 0.38% -280,419 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO 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: 85,331 shares; 2025Q2: 440,894 shares; 2025Q3: 644,337 shares 644,337 $59.5M 0.37% +203,443 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: 142,053 shares; 2024Q4: 243,847 shares; 2025Q1: 247,050 shares; 2025Q2: 251,753 shares; 2025Q3: 256,094 shares 256,094 $56.6M 0.35% +4,341 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,869 shares; 2025Q1: 305,769 shares; 2025Q2: 317,860 shares; 2025Q3: 324,042 shares 324,042 $55.3M 0.35% +6,182 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 895,435 shares; 2025Q1: 717,532 shares; 2025Q2: 456,076 shares; 2025Q3: 464,936 shares 464,936 $55.1M 0.34% +8,860 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,470 shares; 2024Q4: 386,767 shares; 2025Q1: 186,359 shares; 2025Q2: 369,972 shares; 2025Q3: 376,838 shares 376,838 $54.6M 0.34% +6,866 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 872,981 shares; 2025Q3: 890,228 shares 890,228 $53.1M 0.33% +17,247 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: 857,761 shares; 2024Q4: 860,462 shares; 2025Q1: 853,337 shares; 2025Q2: 626,219 shares; 2025Q3: 468,833 shares 468,833 $52.4M 0.33% -157,386 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: 551,375 shares; 2024Q4: 558,690 shares; 2025Q1: 810,036 shares; 2025Q2: 762,147 shares; 2025Q3: 777,490 shares 777,490 $52.1M 0.33% +15,343 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: 503,130 shares; 2024Q4: 474,003 shares; 2025Q1: 462,480 shares; 2025Q2: 352,060 shares; 2025Q3: 290,459 shares 290,459 $51.9M 0.33% -61,601 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: 3,580 shares; 2024Q4: 3,319 shares; 2025Q1: 152,657 shares; 2025Q2: 155,153 shares; 2025Q3: 157,423 shares 157,423 $51.8M 0.32% +2,270 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,665 shares; 2024Q4: 237,452 shares; 2025Q1: 233,883 shares; 2025Q2: 160,733 shares; 2025Q3: 163,875 shares 163,875 $51.4M 0.32% +3,142 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: 951,541 shares; 2024Q4: 955,648 shares; 2025Q1: 1,121,097 shares; 2025Q2: 1,143,431 shares; 2025Q3: 1,164,822 shares 1,164,822 $51.2M 0.32% +21,391 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: 431,055 shares; 2024Q4: 433,251 shares; 2025Q1: 431,491 shares; 2025Q2: 439,017 shares; 2025Q3: 446,311 shares 446,311 $51.1M 0.32% +7,294 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: 411,993 shares; 2024Q4: 392,529 shares; 2025Q1: 480,738 shares; 2025Q2: 325,769 shares; 2025Q3: 328,660 shares 328,660 $51M 0.32% +2,891 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 581,781 shares 581,781 $50.3M 0.32% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,555 shares; 2024Q4: 678,466 shares; 2025Q1: 669,967 shares; 2025Q2: 689,845 shares; 2025Q3: 697,107 shares 697,107 $50.3M 0.31% +7,262 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,471 shares; 2025Q1: 68,345 shares; 2025Q2: 79,322 shares; 2025Q3: 316,961 shares 316,961 $49.4M 0.31% +237,639 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,213 shares; 2024Q4: 155,337 shares; 2025Q1: 153,209 shares; 2025Q2: 155,303 shares; 2025Q3: 157,699 shares 157,699 $48.8M 0.31% +2,396 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,134 shares; 2024Q4: 223,796 shares; 2025Q1: 228,813 shares; 2025Q2: 230,747 shares; 2025Q3: 234,206 shares 234,206 $48.5M 0.3% +3,459 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: 5,746 shares; 2024Q4: 6,856 shares; 2025Q1: 7,696 shares; 2025Q2: 50,344 shares; 2025Q3: 51,285 shares 51,285 $47.5M 0.3% +941 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: 154,533 shares; 2024Q4: 154,754 shares; 2025Q1: 153,544 shares; 2025Q2: 158,348 shares; 2025Q3: 160,923 shares 160,923 $47.2M 0.3% +2,575 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: 11,884 shares; 2024Q4: 7,417 shares; 2025Q1: 19,046 shares; 2025Q2: 208,088 shares; 2025Q3: 189,457 shares 189,457 $46.8M 0.29% -18,631 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,019 shares; 2024Q4: 222,513 shares; 2025Q1: 219,879 shares; 2025Q2: 223,274 shares; 2025Q3: 226,605 shares 226,605 $46.5M 0.29% +3,331 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,054 shares; 2025Q2: 242,855 shares; 2025Q3: 247,032 shares 247,032 $46.4M 0.29% +4,177 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: 3,804 shares; 2024Q4: 3,808 shares; 2025Q1: 148,278 shares; 2025Q2: 15,166 shares; 2025Q3: 181,847 shares 181,847 $44.8M 0.28% +166,681 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: 236,025 shares; 2024Q4: 230,168 shares; 2025Q1: 229,850 shares; 2025Q2: 242,791 shares; 2025Q3: 225,541 shares 225,541 $44.7M 0.28% -17,250 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,712 shares 237,712 $44.5M 0.28% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,112 shares; 2024Q4: 489,117 shares; 2025Q1: 473,066 shares; 2025Q2: 477,494 shares; 2025Q3: 485,122 shares 485,122 $44M 0.28% +7,628 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,493 shares; 2024Q4: 1,516,041 shares; 2025Q1: 1,490,778 shares; 2025Q2: 1,540,397 shares; 2025Q3: 1,569,093 shares 1,569,093 $43.4M 0.27% +28,696 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: 123,783 shares; 2024Q4: 122,953 shares; 2025Q1: 86,699 shares; 2025Q2: 87,908 shares; 2025Q3: 89,088 shares 89,088 $43.4M 0.27% +1,180 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: not reported; 2024Q4: 1,356 shares; 2025Q1: 1,848 shares; 2025Q2: 129,024 shares; 2025Q3: 180,809 shares 180,809 $42.5M 0.27% +51,785 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: 443,235 shares; 2024Q4: 448,981 shares; 2025Q1: 492,129 shares; 2025Q2: 271,706 shares; 2025Q3: 276,433 shares 276,433 $42.5M 0.27% +4,727 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: 3,514 shares; 2024Q4: 402,522 shares; 2025Q1: 582,362 shares; 2025Q2: 612,521 shares; 2025Q3: 430,858 shares 430,858 $42.2M 0.26% -181,663 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313,632 shares; 2025Q2: 361,935 shares; 2025Q3: 371,233 shares 371,233 $41.6M 0.26% +9,298 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,899 shares; 2024Q4: 415,617 shares; 2025Q1: 440,992 shares; 2025Q2: 375,603 shares; 2025Q3: 379,223 shares 379,223 $41.6M 0.26% +3,620 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: not reported; 2024Q4: not reported; 2025Q1: 185,705 shares; 2025Q2: 151,817 shares; 2025Q3: 154,034 shares 154,034 $37.9M 0.24% +2,217 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 455,232 shares; 2025Q3: 248,337 shares 248,337 $37.7M 0.24% -206,895 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: 57,663 shares; 2024Q4: 7,257 shares; 2025Q1: 8,951 shares; 2025Q2: 74,584 shares; 2025Q3: 104,930 shares 104,930 $37M 0.23% +30,346 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,575 shares; 2025Q1: 149,513 shares; 2025Q2: 290,853 shares; 2025Q3: 319,431 shares 319,431 $35.6M 0.22% +28,578 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 983,527 shares; 2025Q2: 1,030,277 shares; 2025Q3: 955,729 shares 955,729 $35.1M 0.22% -74,548 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,340 shares; 2024Q4: 655,174 shares; 2025Q1: 692,839 shares; 2025Q2: 797,393 shares; 2025Q3: 810,060 shares 810,060 $33.9M 0.21% +12,667 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,801 shares; 2024Q4: 100,165 shares; 2025Q1: 55,625 shares; 2025Q2: 60,673 shares; 2025Q3: 294,968 shares 294,968 $32.1M 0.2% +234,295 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434,316 shares; 2024Q4: 1,448,601 shares; 2025Q1: 281,955 shares; 2025Q2: 283,271 shares; 2025Q3: 287,252 shares 287,252 $31.8M 0.2% +3,981 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: not reported; 2024Q4: not reported; 2025Q1: 762,610 shares; 2025Q2: 479,318 shares; 2025Q3: 482,907 shares 482,907 $28.6M 0.18% +3,589 CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096,124 shares; 2024Q4: 1,615,794 shares; 2025Q1: 1,334,915 shares; 2025Q2: 1,076,833 shares; 2025Q3: 1,102,570 shares 1,102,570 $26.1M 0.16% +25,737 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: 343,045 shares; 2024Q4: 344,602 shares; 2025Q1: 334,069 shares; 2025Q2: 179,244 shares; 2025Q3: 183,195 shares 183,195 $23.6M 0.15% +3,951 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD 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: 931,890 shares 931,890 $18.3M 0.11% new Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,945 shares; 2024Q4: 285,015 shares; 2025Q1: 334,543 shares; 2025Q2: 371,138 shares; 2025Q3: 623,295 shares 623,295 $18M 0.11% +252,157 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: 17,643 shares; 2024Q4: 81,218 shares; 2025Q1: 74,230 shares; 2025Q2: 34,881 shares; 2025Q3: 39,681 shares 39,681 $17.6M 0.11% +4,800 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,009 shares; 2025Q2: 77,637 shares; 2025Q3: 125,215 shares 125,215 $17.2M 0.11% +47,578 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: 869,541 shares; 2024Q4: 581,214 shares; 2025Q1: 591,120 shares; 2025Q2: 469,957 shares; 2025Q3: 478,594 shares 478,594 $16.2M 0.1% +8,637 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435,467 shares; 2025Q3: 410,089 shares 410,089 $14.9M 0.09% -25,378 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: 137,172 shares; 2024Q4: 178,827 shares; 2025Q1: 205,762 shares; 2025Q2: 177,383 shares; 2025Q3: 202,965 shares 202,965 $14.9M 0.09% +25,582 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 37,277 shares; 2025Q1: 44,054 shares; 2025Q2: 71,133 shares; 2025Q3: 82,991 shares 82,991 $14.7M 0.09% +11,858 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,384 shares; 2024Q4: 204,523 shares; 2025Q1: 164,921 shares; 2025Q2: 310,436 shares; 2025Q3: 352,468 shares 352,468 $14M 0.09% +42,032 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: 6,310 shares; 2024Q4: 7,278 shares; 2025Q1: 8,366 shares; 2025Q2: 9,586 shares; 2025Q3: 10,812 shares 10,812 $13M 0.08% +1,226 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: not reported; 2024Q4: not reported; 2025Q1: 42,654 shares; 2025Q2: 99,074 shares; 2025Q3: 137,870 shares 137,870 $12.6M 0.08% +38,796 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,195 shares; 2024Q4: 286,192 shares; 2025Q1: 178,765 shares; 2025Q2: 198,477 shares; 2025Q3: 331,710 shares 331,710 $12.5M 0.08% +133,233 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,900 shares; 2024Q4: 196,836 shares; 2025Q1: 230,083 shares; 2025Q2: 251,401 shares; 2025Q3: 362,723 shares 362,723 $12.3M 0.08% +111,322 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,708 shares; 2024Q4: 112,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,621 shares 135,621 $12.1M 0.08% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255,241 shares; 2025Q3: 291,617 shares 291,617 $12M 0.08% +36,376 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,209 shares; 2025Q2: 55,175 shares; 2025Q3: 102,838 shares 102,838 $12M 0.08% +47,663 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA 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: 150,649 shares; 2025Q2: 225,458 shares; 2025Q3: 341,471 shares 341,471 $11.8M 0.07% +116,013 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,243 shares; 2025Q3: 588,689 shares 588,689 $11.4M 0.07% +353,446 Timeline FIVN FIVE9 INC More: the full row for FIVE9 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: 231,618 shares; 2025Q2: 254,241 shares; 2025Q3: 464,545 shares 464,545 $11.2M 0.07% +210,304 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 55,845 shares; 2025Q1: 62,330 shares; 2025Q2: 66,198 shares; 2025Q3: 74,564 shares 74,564 $10.9M 0.07% +8,366 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,966 shares; 2025Q1: 87,003 shares; 2025Q2: 95,669 shares; 2025Q3: 80,647 shares 80,647 $10.7M 0.07% -15,022 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531,286 shares; 2024Q4: 2,593,243 shares; 2025Q1: 2,604,072 shares; 2025Q2: 163,931 shares; 2025Q3: 407,426 shares 407,426 $10.3M 0.06% +243,495 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: not reported; 2024Q4: 35,885 shares; 2025Q1: 44,189 shares; 2025Q2: 52,132 shares; 2025Q3: 59,169 shares 59,169 $9.9M 0.06% +7,037 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL 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: 145,940 shares; 2025Q2: 208,748 shares; 2025Q3: 275,978 shares 275,978 $9.8M 0.06% +67,230 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,117 shares; 2025Q1: 28,496 shares; 2025Q2: 63,382 shares; 2025Q3: 72,401 shares 72,401 $9.58M 0.06% +9,019 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES 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: 84,591 shares; 2025Q3: 96,588 shares 96,588 $9.43M 0.06% +11,997 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: 122,349 shares; 2024Q4: 78,557 shares; 2025Q1: 77,644 shares; 2025Q2: 99,251 shares; 2025Q3: 121,808 shares 121,808 $9.31M 0.06% +22,557 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 74,090 shares; 2025Q2: 310,132 shares; 2025Q3: 331,136 shares 331,136 $9.26M 0.06% +21,004 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 217,415 shares; 2025Q2: 239,906 shares; 2025Q3: 272,045 shares 272,045 $9.08M 0.06% +32,139 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 372,077 shares; 2025Q2: 409,533 shares; 2025Q3: 746,671 shares 746,671 $8.79M 0.06% +337,138 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,457 shares; 2025Q2: 188,204 shares; 2025Q3: 219,694 shares 219,694 $8.69M 0.05% +31,490 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,993 shares; 2025Q1: 134,020 shares; 2025Q2: 149,267 shares; 2025Q3: 303,455 shares 303,455 $8.6M 0.05% +154,188 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: not reported; 2024Q4: not reported; 2025Q1: 57,656 shares; 2025Q2: 2,969 shares; 2025Q3: 88,240 shares 88,240 $8.51M 0.05% +85,271 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,437 shares; 2025Q1: 87,400 shares; 2025Q2: 96,114 shares; 2025Q3: 108,785 shares 108,785 $8.49M 0.05% +12,671 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: 42,111 shares; 2024Q4: 48,069 shares; 2025Q1: 41,372 shares; 2025Q2: 46,808 shares; 2025Q3: 52,313 shares 52,313 $8.46M 0.05% +5,505 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: 11,945 shares; 2024Q4: 12,839 shares; 2025Q1: 32,835 shares; 2025Q2: 32,777 shares; 2025Q3: 34,289 shares 34,289 $8.35M 0.05% +1,512 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289,014 shares 289,014 $8.18M 0.05% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,957 shares; 2024Q4: 43,726 shares; 2025Q1: 82,214 shares; 2025Q2: 62,650 shares; 2025Q3: 71,553 shares 71,553 $8.09M 0.05% +8,903 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,091 shares; 2024Q4: 48,518 shares; 2025Q1: 41,043 shares; 2025Q2: 45,513 shares; 2025Q3: 62,605 shares 62,605 $7.92M 0.05% +17,092 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,479 shares; 2024Q4: 281,327 shares; 2025Q1: 330,853 shares; 2025Q2: 367,072 shares; 2025Q3: 424,161 shares 424,161 $7.91M 0.05% +57,089 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES 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: 21,136 shares; 2025Q2: 23,845 shares; 2025Q3: 27,985 shares 27,985 $7.82M 0.05% +4,140 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: 42,688 shares; 2024Q4: 51,233 shares; 2025Q1: 49,951 shares; 2025Q2: 44,929 shares; 2025Q3: 51,561 shares 51,561 $7.78M 0.05% +6,632 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,383 shares 108,383 $7.74M 0.05% new 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: 18,765 shares; 2024Q4: 22,507 shares; 2025Q1: 15,297 shares; 2025Q2: 18,776 shares; 2025Q3: 12,516 shares 12,516 $7.7M 0.05% -6,260 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,747 shares; 2024Q4: 148,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283,674 shares 283,674 $7.56M 0.05% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,359 shares; 2024Q4: 27,741 shares; 2025Q1: 31,844 shares; 2025Q2: 35,210 shares; 2025Q3: 40,808 shares 40,808 $7.51M 0.05% +5,598 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,977 shares; 2025Q3: 89,491 shares 89,491 $7.48M 0.05% -5,486 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,337 shares; 2025Q3: 74,908 shares 74,908 $7.46M 0.05% -4,429 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: 6,094 shares; 2024Q4: 7,122 shares; 2025Q1: 8,486 shares; 2025Q2: 9,749 shares; 2025Q3: 10,907 shares 10,907 $7.45M 0.05% +1,158 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: 978 shares; 2024Q4: 1,254 shares; 2025Q1: 1,204 shares; 2025Q2: 2,843 shares; 2025Q3: 9,969 shares 9,969 $7.44M 0.05% +7,126 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 45,124 shares; 2025Q2: 92,418 shares; 2025Q3: 104,919 shares 104,919 $7.34M 0.05% +12,501 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,344 shares; 2025Q1: 83,699 shares; 2025Q2: 92,197 shares; 2025Q3: 104,448 shares 104,448 $7.31M 0.05% +12,251 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: 219,376 shares; 2024Q4: 230,366 shares; 2025Q1: 161,027 shares; 2025Q2: 157,388 shares; 2025Q3: 166,433 shares 166,433 $7.05M 0.04% +9,045 Timeline VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,883 shares; 2024Q4: 142,398 shares; 2025Q1: 172,114 shares; 2025Q2: 295,209 shares; 2025Q3: 344,635 shares 344,635 $6.98M 0.04% +49,426 IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,046 shares; 2025Q3: 84,881 shares 84,881 $6.82M 0.04% -5,165 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,854 shares; 2024Q4: 175,670 shares; 2025Q1: 136,156 shares; 2025Q2: 88,268 shares; 2025Q3: 94,625 shares 94,625 $6.78M 0.04% +6,357 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,719 shares; 2024Q4: 17,813 shares; 2025Q1: 18,117 shares; 2025Q2: 10,649 shares; 2025Q3: 11,014 shares 11,014 $6.74M 0.04% +365 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,707 shares 126,707 $6.58M 0.04% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 255,837 shares; 2025Q1: 431,941 shares; 2025Q2: not reported; 2025Q3: 64,906 shares 64,906 $6.58M 0.04% new Timeline ITM 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: 147,253 shares; 2024Q4: 151,527 shares; 2025Q1: 146,190 shares; 2025Q2: 142,114 shares; 2025Q3: 140,917 shares 140,917 $6.57M 0.04% -1,197 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: 217,545 shares; 2024Q4: 256,501 shares; 2025Q1: 84,953 shares; 2025Q2: 80,613 shares; 2025Q3: 128,700 shares 128,700 $6.53M 0.04% +48,087 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,828 shares; 2024Q4: 114,738 shares; 2025Q1: 65,238 shares; 2025Q2: 513,953 shares; 2025Q3: 73,669 shares 73,669 $6.25M 0.04% -440,284 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,528 shares; 2024Q4: 150,742 shares; 2025Q1: 169,807 shares; 2025Q2: 185,189 shares; 2025Q3: 209,003 shares 209,003 $6.22M 0.04% +23,814 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,505 shares 58,505 $6.19M 0.04% new Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,627 shares; 2025Q3: 84,517 shares 84,517 $5.88M 0.04% +4,890 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,925 shares; 2025Q1: 44,859 shares; 2025Q2: 32,528 shares; 2025Q3: 32,245 shares 32,245 $5.84M 0.04% -283 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,656 shares 13,656 $5.81M 0.04% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362,712 shares 362,712 $5.77M 0.04% new 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: 512,380 shares; 2024Q4: 178,762 shares; 2025Q1: 20,514 shares; 2025Q2: 24,018 shares; 2025Q3: 27,166 shares 27,166 $5.56M 0.03% +3,148 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,187 shares; 2024Q4: 81,591 shares; 2025Q1: 78,639 shares; 2025Q2: 87,864 shares; 2025Q3: 102,081 shares 102,081 $5.43M 0.03% +14,217 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: 26,786 shares; 2024Q4: 27,108 shares; 2025Q1: 26,608 shares; 2025Q2: 25,393 shares; 2025Q3: 24,957 shares 24,957 $5.39M 0.03% -436 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: 21,873 shares; 2024Q4: 26,212 shares; 2025Q1: 21,901 shares; 2025Q2: 28,231 shares; 2025Q3: 40,136 shares 40,136 $5.35M 0.03% +11,905 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,524 shares 45,524 $4.7M 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,371 shares; 2025Q1: 93,857 shares; 2025Q2: 93,046 shares; 2025Q3: 97,726 shares 97,726 $4.59M 0.03% +4,680 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: 10,088 shares; 2024Q4: 10,397 shares; 2025Q1: 11,121 shares; 2025Q2: 10,742 shares; 2025Q3: 10,938 shares 10,938 $4.53M 0.03% +196 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,166 shares; 2024Q4: 179,923 shares; 2025Q1: 108,027 shares; 2025Q2: 81,339 shares; 2025Q3: 59,194 shares 59,194 $4.52M 0.03% -22,145 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: 16,220 shares; 2024Q4: 15,792 shares; 2025Q1: 15,464 shares; 2025Q2: 15,585 shares; 2025Q3: 17,576 shares 17,576 $4.42M 0.03% +1,991 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 11,614 shares; 2025Q1: 12,341 shares; 2025Q2: 12,411 shares; 2025Q3: 15,644 shares 15,644 $4.4M 0.03% +3,233 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: not reported; 2024Q4: 1,564 shares; 2025Q1: 16,944 shares; 2025Q2: 34,507 shares; 2025Q3: 33,738 shares 33,738 $4.38M 0.03% -769 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: 23,833 shares; 2024Q4: 27,018 shares; 2025Q1: 13,569 shares; 2025Q2: 16,142 shares; 2025Q3: 18,406 shares 18,406 $4.36M 0.03% +2,264 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,822 shares 26,822 $4.21M 0.03% new Timeline FNDF 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: 107,201 shares; 2024Q4: 103,945 shares; 2025Q1: 67,390 shares; 2025Q2: 94,604 shares; 2025Q3: 92,514 shares 92,514 $3.97M 0.02% -2,090 Timeline GUNR 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: not reported; 2024Q4: 110,718 shares; 2025Q1: 116,085 shares; 2025Q2: 114,204 shares; 2025Q3: 86,234 shares 86,234 $3.78M 0.02% -27,970 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,003 shares; 2024Q4: not reported; 2025Q1: 15,329 shares; 2025Q2: 20,821 shares; 2025Q3: 17,778 shares 17,778 $3.72M 0.02% -3,043 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,487 shares 139,487 $3.56M 0.02% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330,647 shares; 2025Q3: 117,004 shares 117,004 $3.54M 0.02% -213,643 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: 9,019 shares; 2024Q4: 6,430 shares; 2025Q1: 3,759 shares; 2025Q2: 4,469 shares; 2025Q3: 5,276 shares 5,276 $3.51M 0.02% +807 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: 22,828 shares; 2024Q4: 17,129 shares; 2025Q1: 34,185 shares; 2025Q2: 6,118 shares; 2025Q3: 7,207 shares 7,207 $3.38M 0.02% +1,089 Timeline BIZD 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: 256,405 shares; 2024Q4: 262,213 shares; 2025Q1: 128,156 shares; 2025Q2: 541,456 shares; 2025Q3: 220,371 shares 220,371 $3.29M 0.02% -321,085 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,424 shares; 2025Q1: 7,198 shares; 2025Q2: 7,230 shares; 2025Q3: 9,601 shares 9,601 $3.15M 0.02% +2,371 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: 8,317 shares; 2024Q4: 6,667 shares; 2025Q1: 4,357 shares; 2025Q2: 5,254 shares; 2025Q3: 6,230 shares 6,230 $3.13M 0.02% +976 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: 5,943 shares; 2024Q4: 6,269 shares; 2025Q1: 5,539 shares; 2025Q2: 5,483 shares; 2025Q3: 6,470 shares 6,470 $3.09M 0.02% +987 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,826 shares; 2025Q3: 32,033 shares 32,033 $2.99M 0.02% +18,207 Timeline FNDE 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: 70,413 shares; 2024Q4: 68,019 shares; 2025Q1: 67,479 shares; 2025Q2: 62,968 shares; 2025Q3: 81,501 shares 81,501 $2.95M 0.02% +18,533 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,201 shares; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 15,628 shares 15,628 $2.93M 0.02% +13,721 Timeline PZA 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: 129,978 shares; 2024Q4: 185,345 shares; 2025Q1: not reported; 2025Q2: 87,129 shares; 2025Q3: 119,326 shares 119,326 $2.76M 0.02% +32,197 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,093 shares; 2024Q4: 332,020 shares; 2025Q1: 451,904 shares; 2025Q2: 267,359 shares; 2025Q3: 137,592 shares 137,592 $2.66M 0.02% -129,767 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: 51,802 shares; 2024Q4: 50,193 shares; 2025Q1: 49,992 shares; 2025Q2: 56,710 shares; 2025Q3: 59,405 shares 59,405 $2.63M 0.02% +2,695 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,589 shares; 2024Q4: 27,689 shares; 2025Q1: 27,295 shares; 2025Q2: 24,443 shares; 2025Q3: 26,079 shares 26,079 $2.61M 0.02% +1,636 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: 3,167 shares; 2024Q4: 3,552 shares; 2025Q1: 3,931 shares; 2025Q2: 4,148 shares; 2025Q3: 4,390 shares 4,390 $2.5M 0.02% +242 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: 237,826 shares; 2024Q4: 224,207 shares; 2025Q1: 233,740 shares; 2025Q2: 143,472 shares; 2025Q3: 7,203 shares 7,203 $2.49M 0.02% -136,269 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: 4,960 shares; 2024Q4: 4,731 shares; 2025Q1: 4,904 shares; 2025Q2: 4,866 shares; 2025Q3: 4,899 shares 4,899 $2.45M 0.02% +33 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: 10,064 shares; 2024Q4: 10,206 shares; 2025Q1: 10,267 shares; 2025Q2: 10,067 shares; 2025Q3: 11,551 shares 11,551 $2.43M 0.02% +1,484 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: 2,742 shares; 2024Q4: 3,598 shares; 2025Q1: 3,880 shares; 2025Q2: 3,800 shares; 2025Q3: 4,046 shares 4,046 $2.43M 0.02% +246 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,765 shares; 2024Q4: 50,215 shares; 2025Q1: not reported; 2025Q2: 102,946 shares; 2025Q3: 57,901 shares 57,901 $2.41M 0.02% -45,045 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,635 shares; 2024Q4: 210,343 shares; 2025Q1: 214,641 shares; 2025Q2: 210,207 shares; 2025Q3: 220,975 shares 220,975 $2.4M 0.02% +10,768 Timeline SPLB 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: 86,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,836 shares 102,836 $2.38M 0.01% new Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,733 shares; 2025Q3: 61,358 shares 61,358 $2.28M 0.01% +3,625 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,012 shares; 2025Q1: 15,195 shares; 2025Q2: 15,956 shares; 2025Q3: 26,544 shares 26,544 $2.25M 0.01% +10,588 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,902 shares 46,902 $2.25M 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,680 shares; 2025Q2: 9,593 shares; 2025Q3: 8,186 shares 8,186 $2.22M 0.01% -1,407 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: 98,791 shares; 2024Q4: 101,346 shares; 2025Q1: not reported; 2025Q2: 99,540 shares; 2025Q3: 105,890 shares 105,890 $2.22M 0.01% +6,350 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,922 shares; 2024Q4: 87,148 shares; 2025Q1: not reported; 2025Q2: 86,504 shares; 2025Q3: 91,979 shares 91,979 $2.21M 0.01% +5,475 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,941 shares; 2024Q4: 40,173 shares; 2025Q1: not reported; 2025Q2: 40,235 shares; 2025Q3: 42,789 shares 42,789 $2.2M 0.01% +2,554 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,330 shares; 2024Q4: 42,555 shares; 2025Q1: not reported; 2025Q2: 42,709 shares; 2025Q3: 45,476 shares 45,476 $2.19M 0.01% +2,767 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S 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: 25,129 shares; 2025Q1: 25,653 shares; 2025Q2: 22,725 shares; 2025Q3: 24,732 shares 24,732 $2.15M 0.01% +2,007 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: 4,422 shares; 2024Q4: 4,445 shares; 2025Q1: 4,475 shares; 2025Q2: 4,120 shares; 2025Q3: 4,135 shares 4,135 $2.01M 0.01% +15 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: 2,782 shares; 2024Q4: 3,103 shares; 2025Q1: 3,106 shares; 2025Q2: 3,151 shares; 2025Q3: 4,347 shares 4,347 $1.99M 0.01% +1,196 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: 4,527 shares; 2024Q4: 4,476 shares; 2025Q1: 4,582 shares; 2025Q2: 4,454 shares; 2025Q3: 4,839 shares 4,839 $1.95M 0.01% +385 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: 3,081 shares; 2024Q4: 3,957 shares; 2025Q1: 4,186 shares; 2025Q2: 3,187 shares; 2025Q3: 4,019 shares 4,019 $1.93M 0.01% +832 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: 2,178 shares; 2024Q4: 2,523 shares; 2025Q1: 2,227 shares; 2025Q2: 4,237 shares; 2025Q3: 4,413 shares 4,413 $1.86M 0.01% +176 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 42,192 shares; 2025Q2: 44,216 shares; 2025Q3: 59,805 shares 59,805 $1.81M 0.01% +15,589 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: 2,296 shares; 2024Q4: 2,314 shares; 2025Q1: 7,695 shares; 2025Q2: 8,111 shares; 2025Q3: 8,264 shares 8,264 $1.79M 0.01% +153 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: 6,502 shares; 2024Q4: 9,479 shares; 2025Q1: 9,428 shares; 2025Q2: 10,899 shares; 2025Q3: 9,601 shares 9,601 $1.79M 0.01% -1,298 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,572 shares 12,572 $1.69M 0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,490 shares; 2025Q2: 36,894 shares; 2025Q3: 23,811 shares 23,811 $1.62M 0.01% -13,083 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: 649,463 shares; 2024Q4: 381,636 shares; 2025Q1: 22,044 shares; 2025Q2: 18,169 shares; 2025Q3: 18,723 shares 18,723 $1.57M 0.01% +554 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: not reported; 2025Q1: 11,209 shares; 2025Q2: 10,974 shares; 2025Q3: 11,346 shares 11,346 $1.52M 0.01% +372 Timeline XMPT 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: 31,607 shares; 2024Q4: 65,657 shares; 2025Q1: 63,883 shares; 2025Q2: 65,008 shares; 2025Q3: 64,674 shares 64,674 $1.42M 0.01% -334 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,057 shares; 2025Q2: 40,248 shares; 2025Q3: 27,130 shares 27,130 $1.37M 0.01% -13,118 Timeline HYMB 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: 56,451 shares; 2024Q4: 58,441 shares; 2025Q1: 54,708 shares; 2025Q2: 54,490 shares; 2025Q3: 54,183 shares 54,183 $1.35M 0.01% -307 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: not reported; 2024Q4: 42,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,683 shares 24,683 $1.34M 0.01% new Timeline FV 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: 22,076 shares; 2024Q4: 26,257 shares; 2025Q1: 24,173 shares; 2025Q2: 21,343 shares; 2025Q3: 21,343 shares 21,343 $1.32M 0.01% 0 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: 1,812,885 shares; 2024Q4: 1,729,769 shares; 2025Q1: 35,803 shares; 2025Q2: 35,786 shares; 2025Q3: 35,785 shares 35,785 $1.27M 0.01% -1 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,430 shares; 2025Q2: 111,455 shares; 2025Q3: 36,836 shares 36,836 $1.26M 0.01% -74,619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,908 shares 13,908 $1.23M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,762 shares; 2025Q3: 8,490 shares 8,490 $1.2M 0.01% +2,728 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: 9,262 shares; 2024Q4: 10,842 shares; 2025Q1: 9,867 shares; 2025Q2: 12,973 shares; 2025Q3: 17,519 shares 17,519 $1.14M 0.01% +4,546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,932 shares; 2025Q3: 17,279 shares 17,279 $1.14M 0.01% +347 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: not reported; 2024Q4: 3,785 shares; 2025Q1: 11,297 shares; 2025Q2: 10,791 shares; 2025Q3: 11,689 shares 11,689 $1.13M 0.01% +898 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 3,654 shares 3,654 $1.12M 0.01% +894 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: 9,057 shares; 2024Q4: 15,845 shares; 2025Q1: 16,894 shares; 2025Q2: 14,062 shares; 2025Q3: 13,924 shares 13,924 $1.12M 0.01% -138 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: 1,546,426 shares; 2024Q4: 1,533,031 shares; 2025Q1: 671,955 shares; 2025Q2: 44,008 shares; 2025Q3: 14,868 shares 14,868 $1.12M 0.01% -29,140 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,004 shares 5,004 $1.12M 0.01% new 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: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,690 shares; 2025Q2: 3,609 shares; 2025Q3: 5,456 shares 5,456 $1.11M 0.01% +1,847 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: 1,738 shares; 2024Q4: 2,087 shares; 2025Q1: 3,329 shares; 2025Q2: 2,667 shares; 2025Q3: 3,885 shares 3,885 $1.1M 0.01% +1,218 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: 2,785 shares; 2024Q4: 3,076 shares; 2025Q1: 3,068 shares; 2025Q2: 2,767 shares; 2025Q3: 2,893 shares 2,893 $1.08M 0.01% +126 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,576 shares 119,576 $1.06M 0.01% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,447 shares; 2025Q1: 20,379 shares; 2025Q2: 20,425 shares; 2025Q3: 20,425 shares 20,425 $994K 0.01% 0 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: 14,880 shares; 2024Q4: 14,259 shares; 2025Q1: 14,492 shares; 2025Q2: 38,043 shares; 2025Q3: 29,409 shares 29,409 $987K 0.01% -8,634 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,037 shares; 2024Q4: 30,126 shares; 2025Q1: 26,113 shares; 2025Q2: 26,113 shares; 2025Q3: 26,113 shares 26,113 $974K 0.01% 0 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: 26,050 shares; 2024Q4: 30,029 shares; 2025Q1: 36,932 shares; 2025Q2: 51,969 shares; 2025Q3: 11,943 shares 11,943 $955K 0.01% -40,026 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: 14,255 shares; 2024Q4: 13,829 shares; 2025Q1: 20,421 shares; 2025Q2: 19,918 shares; 2025Q3: 10,554 shares 10,554 $940K 0.01% -9,364 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: 4,235 shares; 2024Q4: 4,639 shares; 2025Q1: 11,333 shares; 2025Q2: 11,134 shares; 2025Q3: 9,431 shares 9,431 $921K 0.01% -1,703 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: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 6,557 shares; 2025Q3: 8,431 shares 8,431 $909K 0.01% +1,874 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: 272,682 shares; 2024Q4: 261,989 shares; 2025Q1: 10,810 shares; 2025Q2: 9,247 shares; 2025Q3: 9,585 shares 9,585 $907K 0.01% +338 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: 7,145 shares; 2024Q4: 6,803 shares; 2025Q1: 5,884 shares; 2025Q2: 5,384 shares; 2025Q3: 6,431 shares 6,431 $903K 0.01% +1,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 4,860 shares 4,860 $887K 0.01% +3,047 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: 957 shares; 2024Q4: 977 shares; 2025Q1: 935 shares; 2025Q2: 853 shares; 2025Q3: 916 shares 916 $886K 0.01% +63 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 7,018 shares 7,018 $860K 0.01% -2,200 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: 9,829 shares; 2024Q4: 11,626 shares; 2025Q1: 4,996 shares; 2025Q2: 4,468 shares; 2025Q3: 7,043 shares 7,043 $850K 0.01% +2,575 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: 2,079 shares; 2024Q4: 2,705 shares; 2025Q1: 2,853 shares; 2025Q2: 2,925 shares; 2025Q3: 3,492 shares 3,492 $836K 0.01% +567 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: 20,131 shares; 2024Q4: 29,920 shares; 2025Q1: 29,920 shares; 2025Q2: 21,614 shares; 2025Q3: 21,614 shares 21,614 $834K 0.01% 0 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: 2,471 shares; 2024Q4: 2,893 shares; 2025Q1: 2,577 shares; 2025Q2: 1,956 shares; 2025Q3: 1,954 shares 1,954 $833K 0.01% -2 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,045 shares; 2025Q3: 17,214 shares 17,214 $824K 0.01% -73,831 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,028 shares; 2025Q1: 9,028 shares; 2025Q2: 9,882 shares; 2025Q3: 9,968 shares 9,968 $824K 0.01% +86 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 8,000 shares; 2025Q1: 8,215 shares; 2025Q2: 8,219 shares; 2025Q3: 5,831 shares 5,831 $803K 0.01% -2,388 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,974 shares; 2025Q1: 4,849 shares; 2025Q2: 4,930 shares; 2025Q3: 4,971 shares 4,971 $783K <0.01% +41 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: not reported; 2024Q4: 54 shares; 2025Q1: 66 shares; 2025Q2: 132 shares; 2025Q3: 139 shares 139 $751K <0.01% +7 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: 2,228 shares; 2024Q4: 2,910 shares; 2025Q1: 2,719 shares; 2025Q2: 2,996 shares; 2025Q3: 5,120 shares 5,120 $740K <0.01% +2,124 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 3,918 shares; 2025Q3: 5,179 shares 5,179 $738K <0.01% +1,261 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: 4,032 shares; 2024Q4: 4,627 shares; 2025Q1: 4,123 shares; 2025Q2: 3,719 shares; 2025Q3: 3,720 shares 3,720 $717K <0.01% +1 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: 5,608 shares; 2024Q4: 6,042 shares; 2025Q1: 6,274 shares; 2025Q2: 5,362 shares; 2025Q3: 5,460 shares 5,460 $716K <0.01% +98 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: 32,240 shares; 2024Q4: 31,054 shares; 2025Q1: 32,032 shares; 2025Q2: 29,799 shares; 2025Q3: 27,280 shares 27,280 $695K <0.01% -2,519 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,930 shares 3,930 $687K <0.01% +82 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: 1,449 shares; 2024Q4: 1,506 shares; 2025Q1: 1,884 shares; 2025Q2: 1,301 shares; 2025Q3: 2,858 shares 2,858 $676K <0.01% +1,557 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: not reported; 2024Q4: not reported; 2025Q1: 4,587 shares; 2025Q2: 6,037 shares; 2025Q3: 9,779 shares 9,779 $646K <0.01% +3,742 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: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,310 shares; 2025Q3: 1,440 shares 1,440 $644K <0.01% +130 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: 9,987 shares; 2024Q4: 11,427 shares; 2025Q1: 8,561 shares; 2025Q2: 7,655 shares; 2025Q3: 7,534 shares 7,534 $629K <0.01% -121 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: 198,066 shares; 2024Q4: 198,818 shares; 2025Q1: 203,206 shares; 2025Q2: 207,834 shares; 2025Q3: 3,417 shares 3,417 $628K <0.01% -204,417 Timeline IPKW 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: 65,200 shares; 2024Q4: not reported; 2025Q1: 77,660 shares; 2025Q2: not reported; 2025Q3: 11,719 shares 11,719 $617K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,101 shares; 2025Q1: 1,991 shares; 2025Q2: 1,200 shares; 2025Q3: 1,890 shares 1,890 $617K <0.01% +690 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: not reported; 2024Q4: 7,253 shares; 2025Q1: 2,348 shares; 2025Q2: 1,011 shares; 2025Q3: 2,531 shares 2,531 $612K <0.01% +1,520 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,280 shares; 2025Q2: 1,423 shares; 2025Q3: 1,877 shares 1,877 $607K <0.01% +454 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares 3,679 $605K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,967 shares; 2025Q2: 13,497 shares; 2025Q3: 8,025 shares 8,025 $597K <0.01% -5,472 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: 6,712 shares; 2024Q4: 6,451 shares; 2025Q1: 6,051 shares; 2025Q2: 6,044 shares; 2025Q3: 8,534 shares 8,534 $595K <0.01% +2,490 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: 3,445 shares; 2024Q4: 3,672 shares; 2025Q1: 3,798 shares; 2025Q2: 4,450 shares; 2025Q3: 4,622 shares 4,622 $586K <0.01% +172 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: 16,473 shares; 2024Q4: 16,375 shares; 2025Q1: 16,433 shares; 2025Q2: 16,375 shares; 2025Q3: 16,390 shares 16,390 $585K <0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: 4,279 shares; 2025Q2: 4,279 shares; 2025Q3: 4,500 shares 4,500 $584K <0.01% +221 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,066 shares 13,066 $572K <0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 11,765 shares; 2025Q1: 11,628 shares; 2025Q2: 8,765 shares; 2025Q3: 21,338 shares 21,338 $562K <0.01% +12,573 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,343 shares; 2025Q3: 4,307 shares 4,307 $561K <0.01% +964 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: 1,433 shares; 2024Q4: 1,494 shares; 2025Q1: 1,503 shares; 2025Q2: 1,510 shares; 2025Q3: 1,571 shares 1,571 $544K <0.01% +61 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,052 shares; 2025Q1: 5,970 shares; 2025Q2: 4,670 shares; 2025Q3: 4,607 shares 4,607 $543K <0.01% -63 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: 9,848 shares; 2024Q4: 10,375 shares; 2025Q1: 9,752 shares; 2025Q2: 9,572 shares; 2025Q3: 11,152 shares 11,152 $539K <0.01% +1,580 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,019 shares 20,019 $528K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,482 shares 2,482 $528K <0.01% +404 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 5,301 shares; 2025Q1: 5,418 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares 3,900 $520K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,164 shares 6,164 $520K <0.01% new 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: 6,050 shares; 2024Q4: 4,310 shares; 2025Q1: 3,410 shares; 2025Q2: 3,534 shares; 2025Q3: 3,605 shares 3,605 $512K <0.01% +71 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: 1,532 shares; 2024Q4: 1,954 shares; 2025Q1: 1,073 shares; 2025Q2: not reported; 2025Q3: 2,245 shares 2,245 $484K <0.01% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares 1,558 $483K <0.01% 0 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: 1,347 shares; 2024Q4: 1,333 shares; 2025Q1: 2,325 shares; 2025Q2: 2,331 shares; 2025Q3: 1,589 shares 1,589 $477K <0.01% -742 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 2,433 shares 2,433 $477K <0.01% +593 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,846 shares; 2025Q1: 9,824 shares; 2025Q2: 7,064 shares; 2025Q3: 7,064 shares 7,064 $475K <0.01% 0 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: 3,632 shares; 2024Q4: 515 shares; 2025Q1: 537 shares; 2025Q2: 496 shares; 2025Q3: 514 shares 514 $473K <0.01% +18 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,049 shares; 2025Q1: 2,247 shares; 2025Q2: 2,119 shares; 2025Q3: 2,380 shares 2,380 $466K <0.01% +261 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: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 1,000 shares; 2025Q3: 1,269 shares 1,269 $451K <0.01% +269 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: not reported; 2024Q4: 1,530 shares; 2025Q1: 2,262 shares; 2025Q2: 1,831 shares; 2025Q3: 2,171 shares 2,171 $442K <0.01% +340 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 8,082 shares; 2025Q1: 8,082 shares; 2025Q2: 8,082 shares; 2025Q3: 5,269 shares 5,269 $442K <0.01% -2,813 Timeline VONV 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: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 4,919 shares; 2025Q2: 4,919 shares; 2025Q3: 4,919 shares 4,919 $440K <0.01% 0 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: 491 shares; 2024Q4: 639 shares; 2025Q1: 792 shares; 2025Q2: 741 shares; 2025Q3: 882 shares 882 $433K <0.01% +141 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,047 shares; 2025Q1: 1,046 shares; 2025Q2: 1,341 shares; 2025Q3: 1,818 shares 1,818 $433K <0.01% +477 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: not reported; 2024Q4: not reported; 2025Q1: 4,842 shares; 2025Q2: 4,660 shares; 2025Q3: 4,946 shares 4,946 $432K <0.01% +286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,038 shares 15,038 $426K <0.01% new 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: 5,949 shares; 2024Q4: 5,947 shares; 2025Q1: 6,214 shares; 2025Q2: 6,373 shares; 2025Q3: 6,811 shares 6,811 $425K <0.01% +438 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,746 shares; 2025Q3: 9,984 shares 9,984 $420K <0.01% +238 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: 97,854 shares; 2024Q4: 134,941 shares; 2025Q1: 87,521 shares; 2025Q2: 821 shares; 2025Q3: 1,205 shares 1,205 $418K <0.01% +384 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,469 shares; 2025Q3: 9,469 shares 9,469 $416K <0.01% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,603 shares; 2024Q4: 12,433 shares; 2025Q1: 11,995 shares; 2025Q2: 3,508 shares; 2025Q3: 3,642 shares 3,642 $413K <0.01% +134 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: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 3,037 shares; 2025Q2: 3,051 shares; 2025Q3: 3,070 shares 3,070 $413K <0.01% +19 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 2,203 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,777 shares 1,777 $408K <0.01% +74 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: 779 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,383 shares 1,383 $406K <0.01% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,819 shares; 2025Q1: 4,266 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares 3,553 $398K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares 3,573 $395K <0.01% 0 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: 8,472 shares; 2024Q4: 9,001 shares; 2025Q1: 9,013 shares; 2025Q2: 8,449 shares; 2025Q3: 8,626 shares 8,626 $394K <0.01% +177 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: not reported; 2024Q4: 6,891 shares; 2025Q1: 5,592 shares; 2025Q2: not reported; 2025Q3: 8,904 shares 8,904 $381K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares 528 $379K <0.01% new Timeline VFH 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: 50,970 shares; 2024Q4: 29,369 shares; 2025Q1: 38,029 shares; 2025Q2: 2,855 shares; 2025Q3: 2,884 shares 2,884 $378K <0.01% +29 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 2,214 shares 2,214 $373K <0.01% new 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: 1,579 shares; 2024Q4: 1,401 shares; 2025Q1: 1,778 shares; 2025Q2: 1,601 shares; 2025Q3: 1,866 shares 1,866 $363K <0.01% +265 Timeline FTCS 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: 8,763 shares; 2024Q4: 13,399 shares; 2025Q1: 4,849 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares 3,853 $361K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares 1,613 $346K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 1,233 shares 1,233 $330K <0.01% +486 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 2,991 shares; 2025Q3: 3,017 shares 3,017 $329K <0.01% +26 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 636 shares; 2025Q1: 665 shares; 2025Q2: 653 shares; 2025Q3: 708 shares 708 $324K <0.01% +55 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: 1,439 shares; 2024Q4: 1,586 shares; 2025Q1: 1,690 shares; 2025Q2: 1,482 shares; 2025Q3: 1,551 shares 1,551 $324K <0.01% +69 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: not reported; 2024Q4: 502 shares; 2025Q1: 490 shares; 2025Q2: 458 shares; 2025Q3: 525 shares 525 $320K <0.01% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares 2,583 $320K <0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares 1,300 $319K <0.01% new Timeline QGRO 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: 2,386 shares; 2024Q4: 4,026 shares; 2025Q1: 4,026 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares 2,770 $317K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,442 shares; 2025Q1: 4,946 shares; 2025Q2: 4,929 shares; 2025Q3: 4,926 shares 4,926 $316K <0.01% -3 Timeline GXC 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: not reported; 2024Q4: not reported; 2025Q1: 3,350 shares; 2025Q2: not reported; 2025Q3: 2,995 shares 2,995 $314K <0.01% new 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: 122,603 shares; 2024Q4: 1,263 shares; 2025Q1: 1,008 shares; 2025Q2: 921 shares; 2025Q3: 1,103 shares 1,103 $311K <0.01% +182 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: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,107 shares; 2025Q2: 1,122 shares; 2025Q3: 1,121 shares 1,121 $306K <0.01% -1 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: 2,212 shares; 2024Q4: 2,733 shares; 2025Q1: 2,526 shares; 2025Q2: not reported; 2025Q3: 3,572 shares 3,572 $302K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares 2,032 $302K <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares 1,352 $300K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,775 shares; 2025Q2: 2,810 shares; 2025Q3: 3,590 shares 3,590 $300K <0.01% +780 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,132 shares; 2025Q1: 2,427 shares; 2025Q2: 1,857 shares; 2025Q3: 1,876 shares 1,876 $297K <0.01% +19 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,545 shares 1,545 $293K <0.01% +146 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: 1,658 shares; 2024Q4: 1,717 shares; 2025Q1: 1,616 shares; 2025Q2: 1,504 shares; 2025Q3: 1,759 shares 1,759 $293K <0.01% +255 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: 1,626 shares; 2024Q4: 1,776 shares; 2025Q1: 1,007 shares; 2025Q2: 851 shares; 2025Q3: 1,118 shares 1,118 $290K <0.01% +267 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares 2,791 $288K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 824 shares 824 $288K <0.01% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 3,012 shares 3,012 $288K <0.01% +281 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM 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: not reported; 2025Q3: 12,275 shares 12,275 $286K <0.01% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares 6,048 $283K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,006 shares; 2025Q1: 1,850 shares; 2025Q2: 1,899 shares; 2025Q3: 1,916 shares 1,916 $280K <0.01% +17 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,372 shares; 2025Q1: 1,445 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares 1,228 $280K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,034 shares 2,034 $277K <0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares 5,500 $275K <0.01% 0 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: 3,047 shares; 2024Q4: 3,247 shares; 2025Q1: 2,565 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares 2,655 $274K <0.01% 0 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: 958,569 shares; 2024Q4: 903,134 shares; 2025Q1: 923,594 shares; 2025Q2: 8,957 shares; 2025Q3: 8,561 shares 8,561 $269K <0.01% -396 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,712 shares; 2025Q1: 2,574 shares; 2025Q2: 3,030 shares; 2025Q3: 3,175 shares 3,175 $262K <0.01% +145 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: 837,718 shares; 2024Q4: 943,058 shares; 2025Q1: 951,143 shares; 2025Q2: 5,138 shares; 2025Q3: 5,798 shares 5,798 $261K <0.01% +660 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares 2,774 $259K <0.01% new 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: not reported; 2024Q4: 1,941 shares; 2025Q1: 1,444 shares; 2025Q2: not reported; 2025Q3: 1,504 shares 1,504 $257K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,279 shares; 2025Q2: 1,180 shares; 2025Q3: 1,193 shares 1,193 $256K <0.01% +13 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,971 shares; 2024Q4: 19,819 shares; 2025Q1: 1,289 shares; 2025Q2: 1,296 shares; 2025Q3: 1,499 shares 1,499 $253K <0.01% +203 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: 6,153 shares; 2024Q4: 5,966 shares; 2025Q1: 4,540 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares 3,483 $252K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,318 shares 6,318 $248K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287,510 shares; 2025Q3: 953 shares 953 $244K <0.01% -286,557 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares 1,842 $244K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares 896 $242K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,376 shares 2,376 $241K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares 1,122 $235K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,782 shares 4,782 $235K <0.01% new 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: 211,013 shares; 2024Q4: 13,090 shares; 2025Q1: 727 shares; 2025Q2: 741 shares; 2025Q3: 714 shares 714 $231K <0.01% -27 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,208 shares 2,208 $228K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 1,653 shares; 2025Q2: not reported; 2025Q3: 1,634 shares 1,634 $228K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 829 shares 829 $227K <0.01% +18 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: 603 shares; 2024Q4: 540 shares; 2025Q1: 493 shares; 2025Q2: 481 shares; 2025Q3: 572 shares 572 $224K <0.01% +91 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 5,606 shares 5,606 $224K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 938 shares; 2025Q2: 940 shares; 2025Q3: 971 shares 971 $223K <0.01% +31 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: not reported; 2024Q4: not reported; 2025Q1: 4,891 shares; 2025Q2: not reported; 2025Q3: 3,685 shares 3,685 $221K <0.01% new 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: 360 shares; 2024Q4: not reported; 2025Q1: 364 shares; 2025Q2: 434 shares; 2025Q3: 435 shares 435 $217K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares 1,475 $215K <0.01% new 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: 1,641 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: 1,024 shares 1,024 $211K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares 49 $210K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares 1,358 $209K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares 253 $209K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares 1,755 $208K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 418 shares 418 $206K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares 1,305 $203K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,318 shares 1,318 $200K <0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,395 shares; 2024Q4: 10,395 shares; 2025Q1: 10,395 shares; 2025Q2: 10,395 shares; 2025Q3: 10,395 shares 10,395 $148K <0.01% 0 Timeline DENN DENNY'S CORP More: the full row for DENNY'S CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,692 shares; 2024Q4: 22,692 shares; 2025Q1: 22,692 shares; 2025Q2: 22,692 shares; 2025Q3: 22,692 shares 22,692 $119K <0.01% 0 Timeline