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: 6,561,139 shares; 2024Q4: 6,177,370 shares; 2025Q1: 5,754,983 shares; 2025Q2: 11,124,508 shares; 2025Q3: 5,329,394 shares 5,329,394 $2.74B 4.33% -5,795,114 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: 12,144,551 shares; 2024Q4: 12,134,422 shares; 2025Q1: 11,418,257 shares; 2025Q2: 10,282,657 shares; 2025Q3: 9,255,136 shares 9,255,136 $2.35B 3.7% -1,027,521 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: 2,480,171 shares; 2024Q4: 2,339,731 shares; 2025Q1: 5,148,392 shares; 2025Q2: 3,018,571 shares; 2025Q3: 3,479,224 shares 3,479,224 $2.1B 3.31% +460,653 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: 10,605,349 shares; 2024Q4: 9,100,010 shares; 2025Q1: 9,197,979 shares; 2025Q2: 9,242,705 shares; 2025Q3: 8,472,030 shares 8,472,030 $1.57B 2.48% -770,675 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: 1,782,370 shares; 2024Q4: 1,243,080 shares; 2025Q1: 2,388,198 shares; 2025Q2: 2,252,320 shares; 2025Q3: 2,467,639 shares 2,467,639 $1.51B 2.38% +215,319 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: 17,410,048 shares; 2024Q4: 16,872,205 shares; 2025Q1: 18,467,868 shares; 2025Q2: 21,027,645 shares; 2025Q3: 24,400,503 shares 24,400,503 $1.46B 2.3% +3,372,858 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: 7,285,424 shares; 2024Q4: 7,281,529 shares; 2025Q1: 6,986,514 shares; 2025Q2: 6,994,296 shares; 2025Q3: 6,388,127 shares 6,388,127 $1.4B 2.2% -606,169 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: 5,008,053 shares; 2024Q4: 5,428,628 shares; 2025Q1: 5,178,336 shares; 2025Q2: 5,118,944 shares; 2025Q3: 5,123,244 shares 5,123,244 $1.24B 1.96% +4,300 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: 3,798,941 shares; 2024Q4: 3,858,101 shares; 2025Q1: 3,768,704 shares; 2025Q2: 3,857,912 shares; 2025Q3: 3,640,059 shares 3,640,059 $1.2B 1.89% -217,853 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: 5,557,023 shares; 2024Q4: 5,546,075 shares; 2025Q1: 5,127,662 shares; 2025Q2: 4,922,311 shares; 2025Q3: 4,236,254 shares 4,236,254 $1.03B 1.62% -686,057 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: 3,695,331 shares; 2024Q4: 3,526,963 shares; 2025Q1: 3,345,572 shares; 2025Q2: 3,386,661 shares; 2025Q3: 3,194,614 shares 3,194,614 $1B 1.58% -192,047 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,598 shares; 2024Q4: 1,155,800 shares; 2025Q1: 1,347,288 shares; 2025Q2: 1,379,324 shares; 2025Q3: 1,502,439 shares 1,502,439 $998M 1.57% +123,115 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: 1,947,117 shares; 2024Q4: 1,925,537 shares; 2025Q1: 1,860,137 shares; 2025Q2: 1,899,478 shares; 2025Q3: 1,392,269 shares 1,392,269 $699M 1.1% -507,209 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: 1,028,044 shares; 2024Q4: 932,894 shares; 2025Q1: 981,957 shares; 2025Q2: 1,998,624 shares; 2025Q3: 929,519 shares 929,519 $679M 1.07% -1,069,105 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: 744,127 shares; 2024Q4: 628,918 shares; 2025Q1: 621,501 shares; 2025Q2: 473,262 shares; 2025Q3: 1,405,497 shares 1,405,497 $674M 1.06% +932,235 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196,383 shares; 2024Q4: 2,117,983 shares; 2025Q1: 1,879,648 shares; 2025Q2: 1,995,976 shares; 2025Q3: 1,786,160 shares 1,786,160 $604M 0.95% -209,816 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: 1,381,446 shares; 2024Q4: 1,374,168 shares; 2025Q1: 1,227,295 shares; 2025Q2: 847,380 shares; 2025Q3: 652,437 shares 652,437 $604M 0.95% -194,943 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,693 shares; 2024Q4: 1,413,784 shares; 2025Q1: 1,132,614 shares; 2025Q2: 1,176,951 shares; 2025Q3: 1,729,164 shares 1,729,164 $567M 0.89% +552,213 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: 2,277,546 shares; 2024Q4: 2,333,915 shares; 2025Q1: 2,290,045 shares; 2025Q2: 2,375,010 shares; 2025Q3: 2,346,466 shares 2,346,466 $543M 0.86% -28,544 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: 2,795,826 shares; 2024Q4: 2,454,903 shares; 2025Q1: 2,236,813 shares; 2025Q2: 2,237,635 shares; 2025Q3: 2,597,284 shares 2,597,284 $481M 0.76% +359,649 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,751,417 shares; 2024Q4: 22,502,420 shares; 2025Q1: 21,627,758 shares; 2025Q2: 20,840,936 shares; 2025Q3: 20,421,648 shares 20,421,648 $475M 0.75% -419,288 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: 886,578 shares; 2024Q4: 878,410 shares; 2025Q1: 881,454 shares; 2025Q2: 864,987 shares; 2025Q3: 908,471 shares 908,471 $451M 0.71% +43,484 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: 1,117,218 shares; 2024Q4: 1,323,361 shares; 2025Q1: 1,243,702 shares; 2025Q2: 1,215,783 shares; 2025Q3: 1,057,144 shares 1,057,144 $426M 0.67% -158,639 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: 7,113,526 shares; 2024Q4: 6,022,801 shares; 2025Q1: 6,473,029 shares; 2025Q2: 5,973,356 shares; 2025Q3: 7,777,858 shares 7,777,858 $421M 0.66% +1,804,502 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: 621,510 shares; 2024Q4: 576,203 shares; 2025Q1: 599,428 shares; 2025Q2: 620,126 shares; 2025Q3: 489,730 shares 489,730 $373M 0.59% -130,396 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: 562,807 shares; 2024Q4: 717,942 shares; 2025Q1: 653,401 shares; 2025Q2: 650,299 shares; 2025Q3: 629,834 shares 629,834 $358M 0.56% -20,465 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: 949,928 shares; 2024Q4: 895,927 shares; 2025Q1: 926,958 shares; 2025Q2: 875,443 shares; 2025Q3: 732,197 shares 732,197 $355M 0.56% -143,246 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: 1,085,149 shares; 2024Q4: 1,097,038 shares; 2025Q1: 1,098,843 shares; 2025Q2: 1,127,559 shares; 2025Q3: 949,993 shares 949,993 $351M 0.55% -177,566 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: 329,249 shares; 2024Q4: 323,655 shares; 2025Q1: 267,358 shares; 2025Q2: 281,685 shares; 2025Q3: 584,785 shares 584,785 $350M 0.55% +303,100 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: 2,811,432 shares; 2024Q4: 2,708,971 shares; 2025Q1: 2,606,128 shares; 2025Q2: 2,565,824 shares; 2025Q3: 2,239,935 shares 2,239,935 $343M 0.54% -325,889 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: 2,506,370 shares; 2024Q4: 2,525,525 shares; 2025Q1: 2,487,263 shares; 2025Q2: 2,535,099 shares; 2025Q3: 2,210,547 shares 2,210,547 $342M 0.54% -324,552 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: 2,689,937 shares; 2024Q4: 2,351,243 shares; 2025Q1: 2,541,647 shares; 2025Q2: 2,500,000 shares; 2025Q3: 2,425,679 shares 2,425,679 $340M 0.54% -74,321 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: 977,550 shares; 2024Q4: 940,624 shares; 2025Q1: 863,372 shares; 2025Q2: 835,400 shares; 2025Q3: 1,573,666 shares 1,573,666 $340M 0.54% +738,266 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: 3,398,878 shares; 2024Q4: 3,149,891 shares; 2025Q1: 3,102,936 shares; 2025Q2: 3,195,575 shares; 2025Q3: 2,989,305 shares 2,989,305 $336M 0.53% -206,270 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: 773,630 shares; 2024Q4: 774,476 shares; 2025Q1: 1,513,226 shares; 2025Q2: 692,276 shares; 2025Q3: 713,855 shares 713,855 $334M 0.53% +21,579 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: 2,375,539 shares; 2024Q4: 2,327,007 shares; 2025Q1: 2,273,116 shares; 2025Q2: 2,524,710 shares; 2025Q3: 2,180,624 shares 2,180,624 $313M 0.49% -344,086 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: 509,121 shares; 2024Q4: 511,253 shares; 2025Q1: 633,477 shares; 2025Q2: 697,524 shares; 2025Q3: 628,964 shares 628,964 $298M 0.47% -68,560 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881,716 shares; 2024Q4: 10,744,937 shares; 2025Q1: 10,530,346 shares; 2025Q2: 8,254,673 shares; 2025Q3: 6,585,782 shares 6,585,782 $294M 0.46% -1,668,891 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: 758,007 shares; 2024Q4: 624,844 shares; 2025Q1: 582,968 shares; 2025Q2: 694,543 shares; 2025Q3: 649,213 shares 649,213 $287M 0.45% -45,330 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: 180,788 shares; 2024Q4: 253,065 shares; 2025Q1: 240,765 shares; 2025Q2: 264,052 shares; 2025Q3: 238,636 shares 238,636 $286M 0.45% -25,416 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933,995 shares; 2024Q4: 3,384,651 shares; 2025Q1: 3,886,563 shares; 2025Q2: 4,047,221 shares; 2025Q3: 3,605,697 shares 3,605,697 $284M 0.45% -441,524 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: 2,374,442 shares; 2024Q4: 2,275,267 shares; 2025Q1: 1,949,077 shares; 2025Q2: 2,152,694 shares; 2025Q3: 2,072,687 shares 2,072,687 $277M 0.44% -80,007 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: 263,186 shares; 2024Q4: 296,113 shares; 2025Q1: 326,017 shares; 2025Q2: 331,577 shares; 2025Q3: 302,657 shares 302,657 $277M 0.44% -28,920 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: 576,233 shares; 2024Q4: 636,973 shares; 2025Q1: 643,940 shares; 2025Q2: 627,531 shares; 2025Q3: 552,719 shares 552,719 $269M 0.42% -74,812 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: 1,236,503 shares; 2024Q4: 1,052,024 shares; 2025Q1: 1,144,196 shares; 2025Q2: 1,099,404 shares; 2025Q3: 954,296 shares 954,296 $267M 0.42% -145,108 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,682 shares; 2024Q4: 951,395 shares; 2025Q1: 958,488 shares; 2025Q2: 759,313 shares; 2025Q3: 894,206 shares 894,206 $266M 0.42% +134,893 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: 1,078,189 shares; 2024Q4: 1,044,236 shares; 2025Q1: 937,372 shares; 2025Q2: 906,676 shares; 2025Q3: 844,647 shares 844,647 $255M 0.4% -62,029 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,669 shares; 2024Q4: 24,881 shares; 2025Q1: 5,618,657 shares; 2025Q2: 5,855,514 shares; 2025Q3: 5,384,757 shares 5,384,757 $250M 0.39% -470,757 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: 1,948,050 shares; 2024Q4: 1,839,223 shares; 2025Q1: 1,526,815 shares; 2025Q2: 1,055,038 shares; 2025Q3: 1,500,519 shares 1,500,519 $249M 0.39% +445,481 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,391 shares; 2024Q4: 1,501,048 shares; 2025Q1: 1,520,314 shares; 2025Q2: 1,521,305 shares; 2025Q3: 1,208,797 shares 1,208,797 $246M 0.39% -312,508 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: 702,832 shares; 2024Q4: 839,566 shares; 2025Q1: 791,386 shares; 2025Q2: 794,420 shares; 2025Q3: 895,207 shares 895,207 $245M 0.39% +100,787 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302,253 shares; 2024Q4: 3,328,164 shares; 2025Q1: 3,151,361 shares; 2025Q2: 3,231,757 shares; 2025Q3: 3,492,187 shares 3,492,187 $239M 0.38% +260,430 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: 2,390,648 shares; 2024Q4: 2,404,451 shares; 2025Q1: 2,453,178 shares; 2025Q2: 3,040,749 shares; 2025Q3: 2,805,672 shares 2,805,672 $237M 0.37% -235,077 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: 1,316,931 shares; 2024Q4: 1,286,452 shares; 2025Q1: 1,291,927 shares; 2025Q2: 1,274,258 shares; 2025Q3: 1,224,917 shares 1,224,917 $225M 0.35% -49,341 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: 215,989 shares; 2024Q4: 216,898 shares; 2025Q1: 218,648 shares; 2025Q2: 222,488 shares; 2025Q3: 230,084 shares 230,084 $223M 0.35% +7,596 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: 733,096 shares; 2024Q4: 831,604 shares; 2025Q1: 821,822 shares; 2025Q2: 832,463 shares; 2025Q3: 859,833 shares 859,833 $209M 0.33% +27,370 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: 521,790 shares; 2024Q4: 534,438 shares; 2025Q1: 517,723 shares; 2025Q2: 533,382 shares; 2025Q3: 588,261 shares 588,261 $209M 0.33% +54,879 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: 3,346,232 shares; 2024Q4: 3,747,285 shares; 2025Q1: 3,358,331 shares; 2025Q2: 3,786,283 shares; 2025Q3: 2,798,384 shares 2,798,384 $208M 0.33% -987,899 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: 2,050,849 shares; 2025Q1: 1,844,460 shares; 2025Q2: 1,823,595 shares; 2025Q3: 1,549,888 shares 1,549,888 $208M 0.33% -273,707 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: 3,698,868 shares; 2024Q4: 3,115,764 shares; 2025Q1: 2,660,860 shares; 2025Q2: 4,937,948 shares; 2025Q3: 2,427,066 shares 2,427,066 $203M 0.32% -2,510,882 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: 411,508 shares; 2024Q4: 391,217 shares; 2025Q1: 550,527 shares; 2025Q2: 610,314 shares; 2025Q3: 1,078,542 shares 1,078,542 $201M 0.32% +468,228 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: 1,904,824 shares; 2024Q4: 1,281,002 shares; 2025Q1: 1,257,838 shares; 2025Q2: 1,255,179 shares; 2025Q3: 1,288,216 shares 1,288,216 $201M 0.32% +33,037 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893,556 shares; 2024Q4: 1,863,883 shares; 2025Q1: 3,828,338 shares; 2025Q2: 5,768,279 shares; 2025Q3: 2,136,017 shares 2,136,017 $199M 0.31% -3,632,262 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310,572 shares; 2024Q4: 1,320,681 shares; 2025Q1: 1,240,447 shares; 2025Q2: 1,023,175 shares; 2025Q3: 1,005,718 shares 1,005,718 $199M 0.31% -17,457 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: 569,111 shares; 2024Q4: 532,214 shares; 2025Q1: 483,617 shares; 2025Q2: 488,730 shares; 2025Q3: 484,600 shares 484,600 $197M 0.31% -4,130 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502,121 shares; 2024Q4: 2,274,792 shares; 2025Q1: 2,067,758 shares; 2025Q2: 2,057,598 shares; 2025Q3: 1,912,800 shares 1,912,800 $194M 0.31% -144,798 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,880 shares; 2024Q4: 205,028 shares; 2025Q1: 172,989 shares; 2025Q2: 156,931 shares; 2025Q3: 500,726 shares 500,726 $190M 0.3% +343,795 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: 1,074,851 shares; 2024Q4: 1,054,082 shares; 2025Q1: 1,054,097 shares; 2025Q2: 1,027,722 shares; 2025Q3: 759,589 shares 759,589 $187M 0.29% -268,133 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133,510 shares; 2024Q4: 2,407,281 shares; 2025Q1: 4,919,285 shares; 2025Q2: 10,204,380 shares; 2025Q3: 3,454,429 shares 3,454,429 $185M 0.29% -6,749,951 Timeline DFEM 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: 5,764,376 shares; 2024Q4: 5,923,838 shares; 2025Q1: 6,487,627 shares; 2025Q2: 6,584,192 shares; 2025Q3: 5,746,678 shares 5,746,678 $185M 0.29% -837,514 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: 666,041 shares; 2024Q4: 683,553 shares; 2025Q1: 752,698 shares; 2025Q2: 815,925 shares; 2025Q3: 716,736 shares 716,736 $184M 0.29% -99,189 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: 1,083,267 shares; 2024Q4: 1,051,958 shares; 2025Q1: 939,343 shares; 2025Q2: 814,115 shares; 2025Q3: 557,662 shares 557,662 $183M 0.29% -256,453 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818,691 shares; 2024Q4: 1,802,016 shares; 2025Q1: 2,297,530 shares; 2025Q2: 2,809,800 shares; 2025Q3: 3,016,442 shares 3,016,442 $181M 0.29% +206,642 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: 206,214 shares; 2024Q4: 207,866 shares; 2025Q1: 235,419 shares; 2025Q2: 232,658 shares; 2025Q3: 233,237 shares 233,237 $177M 0.28% +579 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: 228,749 shares; 2024Q4: 234,948 shares; 2025Q1: 289,412 shares; 2025Q2: 543,201 shares; 2025Q3: 575,660 shares 575,660 $173M 0.27% +32,459 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 8,797 shares; 2025Q1: 212 shares; 2025Q2: 235 shares; 2025Q3: 229 shares 229 $173M 0.27% -6 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317,298 shares; 2024Q4: 4,772,108 shares; 2025Q1: 5,366,692 shares; 2025Q2: 5,618,856 shares; 2025Q3: 5,157,457 shares 5,157,457 $170M 0.27% -461,399 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: 489,907 shares; 2024Q4: 486,496 shares; 2025Q1: 1,591,418 shares; 2025Q2: 785,692 shares; 2025Q3: 822,701 shares 822,701 $167M 0.26% +37,009 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: 706,308 shares; 2024Q4: 702,840 shares; 2025Q1: 632,948 shares; 2025Q2: 567,599 shares; 2025Q3: 352,743 shares 352,743 $165M 0.26% -214,856 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430,117 shares; 2024Q4: 3,975,533 shares; 2025Q1: 5,045,929 shares; 2025Q2: 5,799,898 shares; 2025Q3: 5,143,179 shares 5,143,179 $164M 0.26% -656,719 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: 377,932 shares; 2024Q4: 382,146 shares; 2025Q1: 347,525 shares; 2025Q2: 415,436 shares; 2025Q3: 358,315 shares 358,315 $164M 0.26% -57,121 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212,015 shares; 2024Q4: 2,111,567 shares; 2025Q1: 2,020,646 shares; 2025Q2: 1,957,872 shares; 2025Q3: 1,913,093 shares 1,913,093 $161M 0.25% -44,779 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308,119 shares; 2024Q4: 632,823 shares; 2025Q1: 659,892 shares; 2025Q2: 635,288 shares; 2025Q3: 613,117 shares 613,117 $160M 0.25% -22,171 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: 2,503,111 shares; 2024Q4: 2,414,815 shares; 2025Q1: 1,985,683 shares; 2025Q2: 1,930,705 shares; 2025Q3: 2,085,582 shares 2,085,582 $157M 0.25% +154,877 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652,913 shares; 2024Q4: 2,633,083 shares; 2025Q1: 2,400,242 shares; 2025Q2: 2,405,265 shares; 2025Q3: 2,269,845 shares 2,269,845 $155M 0.24% -135,420 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: 580,858 shares; 2024Q4: 592,803 shares; 2025Q1: 479,390 shares; 2025Q2: 496,792 shares; 2025Q3: 561,233 shares 561,233 $155M 0.24% +64,441 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: 1,769,067 shares; 2024Q4: 1,649,981 shares; 2025Q1: 1,386,753 shares; 2025Q2: 1,303,983 shares; 2025Q3: 1,043,927 shares 1,043,927 $153M 0.24% -260,056 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: 1,071,848 shares; 2024Q4: 953,017 shares; 2025Q1: 1,063,874 shares; 2025Q2: 1,098,551 shares; 2025Q3: 1,733,501 shares 1,733,501 $150M 0.24% +634,950 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: 296,601 shares; 2024Q4: 295,742 shares; 2025Q1: 312,499 shares; 2025Q2: 370,755 shares; 2025Q3: 344,563 shares 344,563 $145M 0.23% -26,192 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: 1,785,070 shares; 2024Q4: 4,921,973 shares; 2025Q1: 4,743,027 shares; 2025Q2: 6,051,561 shares; 2025Q3: 5,485,242 shares 5,485,242 $144M 0.23% -566,319 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: 195,604 shares; 2024Q4: 187,517 shares; 2025Q1: 179,905 shares; 2025Q2: 303,671 shares; 2025Q3: 321,783 shares 321,783 $144M 0.23% +18,112 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: 1,221,054 shares; 2024Q4: 1,150,702 shares; 2025Q1: 1,116,984 shares; 2025Q2: 476,973 shares; 2025Q3: 411,751 shares 411,751 $142M 0.22% -65,222 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762,508 shares; 2024Q4: 1,678,029 shares; 2025Q1: 1,525,391 shares; 2025Q2: 1,323,043 shares; 2025Q3: 1,229,565 shares 1,229,565 $141M 0.22% -93,478 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,721 shares; 2024Q4: 254,481 shares; 2025Q1: 244,478 shares; 2025Q2: 239,454 shares; 2025Q3: 235,580 shares 235,580 $140M 0.22% -3,874 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656,769 shares; 2024Q4: 3,007,651 shares; 2025Q1: 3,624,813 shares; 2025Q2: 3,914,126 shares; 2025Q3: 3,028,978 shares 3,028,978 $140M 0.22% -885,148 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,580 shares; 2024Q4: 1,046,664 shares; 2025Q1: 1,020,362 shares; 2025Q2: 856,665 shares; 2025Q3: 833,829 shares 833,829 $139M 0.22% -22,836 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,414 shares; 2024Q4: 438,310 shares; 2025Q1: 437,233 shares; 2025Q2: 432,273 shares; 2025Q3: 421,797 shares 421,797 $139M 0.22% -10,476 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: 327,494 shares; 2024Q4: 324,365 shares; 2025Q1: 327,759 shares; 2025Q2: 327,405 shares; 2025Q3: 323,267 shares 323,267 $137M 0.22% -4,138 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,879 shares; 2024Q4: 1,159,021 shares; 2025Q1: 1,058,148 shares; 2025Q2: 897,026 shares; 2025Q3: 831,235 shares 831,235 $133M 0.21% -65,791 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: 374,374 shares; 2024Q4: 336,347 shares; 2025Q1: 989,544 shares; 2025Q2: 1,851,003 shares; 2025Q3: 548,438 shares 548,438 $133M 0.21% -1,302,565 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: 1,854,340 shares; 2024Q4: 1,857,846 shares; 2025Q1: 1,721,884 shares; 2025Q2: 1,733,000 shares; 2025Q3: 1,585,244 shares 1,585,244 $133M 0.21% -147,756 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: 937,689 shares; 2024Q4: 940,708 shares; 2025Q1: 875,313 shares; 2025Q2: 852,716 shares; 2025Q3: 630,167 shares 630,167 $131M 0.21% -222,549 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: 2,301,556 shares; 2024Q4: 2,061,668 shares; 2025Q1: 2,292,752 shares; 2025Q2: 4,312,887 shares; 2025Q3: 2,087,263 shares 2,087,263 $130M 0.21% -2,225,624 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380,851 shares; 2024Q4: 2,282,014 shares; 2025Q1: 1,378,338 shares; 2025Q2: 1,331,923 shares; 2025Q3: 1,322,782 shares 1,322,782 $130M 0.21% -9,141 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: 193,664 shares; 2024Q4: 187,725 shares; 2025Q1: 180,718 shares; 2025Q2: 171,941 shares; 2025Q3: 167,847 shares 167,847 $130M 0.2% -4,094 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: 10,655 shares; 2024Q4: 31,850 shares; 2025Q1: 26,141 shares; 2025Q2: 25,339 shares; 2025Q3: 23,967 shares 23,967 $129M 0.2% -1,372 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: 781,333 shares; 2024Q4: 674,046 shares; 2025Q1: 643,600 shares; 2025Q2: 642,370 shares; 2025Q3: 647,608 shares 647,608 $126M 0.2% +5,238 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,068 shares; 2024Q4: 688,596 shares; 2025Q1: 669,053 shares; 2025Q2: 659,136 shares; 2025Q3: 483,208 shares 483,208 $125M 0.2% -175,928 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: 1,387,268 shares; 2024Q4: 1,418,470 shares; 2025Q1: 1,391,640 shares; 2025Q2: 1,510,712 shares; 2025Q3: 3,031,163 shares 3,031,163 $125M 0.2% +1,520,451 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: 371,160 shares; 2024Q4: 282,254 shares; 2025Q1: 601,161 shares; 2025Q2: 1,331,204 shares; 2025Q3: 1,269,687 shares 1,269,687 $124M 0.2% -61,517 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: 958,556 shares; 2024Q4: 963,780 shares; 2025Q1: 977,139 shares; 2025Q2: 976,879 shares; 2025Q3: 944,818 shares 944,818 $124M 0.2% -32,061 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355,015 shares; 2024Q4: 2,109,020 shares; 2025Q1: 4,006,506 shares; 2025Q2: 1,759,969 shares; 2025Q3: 1,874,586 shares 1,874,586 $124M 0.19% +114,617 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: 2,753,799 shares; 2024Q4: 2,685,879 shares; 2025Q1: 2,653,236 shares; 2025Q2: 2,614,554 shares; 2025Q3: 2,786,800 shares 2,786,800 $123M 0.19% +172,246 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: 115,644 shares; 2025Q1: 110,198 shares; 2025Q2: 106,917 shares; 2025Q3: 103,782 shares 103,782 $121M 0.19% -3,135 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,383 shares; 2024Q4: 671,287 shares; 2025Q1: 648,813 shares; 2025Q2: 645,339 shares; 2025Q3: 636,749 shares 636,749 $120M 0.19% -8,590 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: 508,810 shares; 2024Q4: 502,000 shares; 2025Q1: 457,608 shares; 2025Q2: 448,060 shares; 2025Q3: 399,457 shares 399,457 $117M 0.18% -48,603 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: 2,709,819 shares; 2024Q4: 2,715,110 shares; 2025Q1: 2,482,777 shares; 2025Q2: 2,433,895 shares; 2025Q3: 1,765,853 shares 1,765,853 $116M 0.18% -668,042 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: 61,495 shares; 2024Q4: 61,437 shares; 2025Q1: 60,507 shares; 2025Q2: 827,555 shares; 2025Q3: 1,076,732 shares 1,076,732 $116M 0.18% +249,177 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: 150,865 shares; 2024Q4: 152,041 shares; 2025Q1: 146,103 shares; 2025Q2: 146,321 shares; 2025Q3: 147,720 shares 147,720 $114M 0.18% +1,399 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: 455,111 shares; 2024Q4: 407,682 shares; 2025Q1: 387,988 shares; 2025Q2: 387,858 shares; 2025Q3: 412,649 shares 412,649 $114M 0.18% +24,791 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: 610,002 shares; 2024Q4: 603,060 shares; 2025Q1: 581,090 shares; 2025Q2: 584,706 shares; 2025Q3: 404,518 shares 404,518 $114M 0.18% -180,188 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,468 shares; 2024Q4: 390,843 shares; 2025Q1: 460,609 shares; 2025Q2: 477,608 shares; 2025Q3: 449,156 shares 449,156 $114M 0.18% -28,452 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587,793 shares; 2024Q4: 1,916,425 shares; 2025Q1: 2,564,688 shares; 2025Q2: 3,390,122 shares; 2025Q3: 3,633,241 shares 3,633,241 $113M 0.18% +243,119 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: 2,376,041 shares; 2024Q4: 2,402,996 shares; 2025Q1: 2,184,858 shares; 2025Q2: 2,157,560 shares; 2025Q3: 2,162,611 shares 2,162,611 $111M 0.18% +5,051 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,703 shares; 2024Q4: 107,628 shares; 2025Q1: 163,776 shares; 2025Q2: 186,357 shares; 2025Q3: 196,263 shares 196,263 $111M 0.17% +9,906 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,089 shares; 2024Q4: 932,700 shares; 2025Q1: 1,982,826 shares; 2025Q2: 927,151 shares; 2025Q3: 1,079,490 shares 1,079,490 $107M 0.17% +152,339 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: 44,476 shares; 2024Q4: 437,171 shares; 2025Q1: 408,695 shares; 2025Q2: 430,647 shares; 2025Q3: 455,784 shares 455,784 $106M 0.17% +25,137 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,777 shares; 2024Q4: 432,785 shares; 2025Q1: 426,699 shares; 2025Q2: 477,052 shares; 2025Q3: 767,573 shares 767,573 $106M 0.17% +290,521 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,597 shares; 2024Q4: 966,530 shares; 2025Q1: 769,666 shares; 2025Q2: 451,252 shares; 2025Q3: 428,575 shares 428,575 $105M 0.17% -22,677 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: 667,502 shares; 2024Q4: 608,529 shares; 2025Q1: 550,523 shares; 2025Q2: 498,105 shares; 2025Q3: 444,569 shares 444,569 $105M 0.17% -53,536 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: 83,462 shares; 2024Q4: 82,964 shares; 2025Q1: 77,751 shares; 2025Q2: 648,927 shares; 2025Q3: 491,778 shares 491,778 $105M 0.16% -157,149 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,280 shares; 2024Q4: 263,212 shares; 2025Q1: 238,844 shares; 2025Q2: 244,591 shares; 2025Q3: 239,987 shares 239,987 $105M 0.16% -4,604 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,515 shares; 2024Q4: 34,158 shares; 2025Q1: 33,889 shares; 2025Q2: 35,514 shares; 2025Q3: 1,534,236 shares 1,534,236 $104M 0.16% +1,498,722 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: 986,322 shares; 2024Q4: 935,425 shares; 2025Q1: 896,984 shares; 2025Q2: 767,416 shares; 2025Q3: 764,624 shares 764,624 $104M 0.16% -2,792 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: 388,412 shares; 2024Q4: 378,513 shares; 2025Q1: 358,734 shares; 2025Q2: 354,162 shares; 2025Q3: 368,140 shares 368,140 $103M 0.16% +13,978 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: 872,706 shares; 2024Q4: 826,379 shares; 2025Q1: 833,865 shares; 2025Q2: 855,631 shares; 2025Q3: 597,280 shares 597,280 $101M 0.16% -258,351 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: 3,270,526 shares; 2024Q4: 3,128,150 shares; 2025Q1: 2,868,657 shares; 2025Q2: 2,601,877 shares; 2025Q3: 2,340,733 shares 2,340,733 $101M 0.16% -261,144 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015,042 shares; 2024Q4: 3,819,264 shares; 2025Q1: 3,589,812 shares; 2025Q2: 3,343,785 shares; 2025Q3: 3,156,286 shares 3,156,286 $99.8M 0.16% -187,499 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: 448,102 shares; 2024Q4: 927,590 shares; 2025Q1: 860,705 shares; 2025Q2: 823,580 shares; 2025Q3: 787,242 shares 787,242 $99.8M 0.16% -36,338 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: 484,358 shares; 2024Q4: 487,013 shares; 2025Q1: 477,710 shares; 2025Q2: 451,280 shares; 2025Q3: 418,445 shares 418,445 $99.2M 0.16% -32,835 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: 422,455 shares; 2024Q4: 358,363 shares; 2025Q1: 392,382 shares; 2025Q2: 395,148 shares; 2025Q3: 345,286 shares 345,286 $98.9M 0.16% -49,862 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316,464 shares; 2024Q4: 2,280,769 shares; 2025Q1: 2,343,221 shares; 2025Q2: 2,397,835 shares; 2025Q3: 2,339,043 shares 2,339,043 $98.2M 0.15% -58,792 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: 566,187 shares; 2024Q4: 564,100 shares; 2025Q1: 530,861 shares; 2025Q2: 519,384 shares; 2025Q3: 349,099 shares 349,099 $97.1M 0.15% -170,285 Timeline AVUS 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: 900,665 shares; 2024Q4: 951,644 shares; 2025Q1: 1,040,407 shares; 2025Q2: 1,039,992 shares; 2025Q3: 891,527 shares 891,527 $96.9M 0.15% -148,465 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599,578 shares; 2024Q4: 1,372,540 shares; 2025Q1: 1,258,673 shares; 2025Q2: 1,201,929 shares; 2025Q3: 1,143,339 shares 1,143,339 $96.1M 0.15% -58,590 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: 278,940 shares; 2024Q4: 255,849 shares; 2025Q1: 238,094 shares; 2025Q2: 212,509 shares; 2025Q3: 687,917 shares 687,917 $95.6M 0.15% +475,408 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: 16,964 shares; 2024Q4: 19,556 shares; 2025Q1: 13,205 shares; 2025Q2: 19,030 shares; 2025Q3: 130,308 shares 130,308 $93.6M 0.15% +111,278 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987,094 shares; 2024Q4: 1,139,659 shares; 2025Q1: 1,125,764 shares; 2025Q2: 1,110,314 shares; 2025Q3: 1,015,189 shares 1,015,189 $92.8M 0.15% -95,125 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: 134,636 shares; 2024Q4: 125,562 shares; 2025Q1: 125,744 shares; 2025Q2: 131,779 shares; 2025Q3: 135,289 shares 135,289 $92.4M 0.15% +3,510 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: 283,472 shares; 2024Q4: 272,620 shares; 2025Q1: 209,714 shares; 2025Q2: 202,874 shares; 2025Q3: 184,741 shares 184,741 $92.2M 0.15% -18,133 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 43,455 shares; 2025Q1: 70,339 shares; 2025Q2: 68,729 shares; 2025Q3: 67,818 shares 67,818 $89.4M 0.14% -911 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,238 shares; 2024Q4: 640,716 shares; 2025Q1: 563,266 shares; 2025Q2: 604,423 shares; 2025Q3: 648,048 shares 648,048 $89.3M 0.14% +43,625 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133,811 shares; 2024Q4: 3,806,985 shares; 2025Q1: 3,946,116 shares; 2025Q2: 3,691,003 shares; 2025Q3: 1,776,052 shares 1,776,052 $88.9M 0.14% -1,914,951 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,986 shares; 2024Q4: 779,759 shares; 2025Q1: 1,017,381 shares; 2025Q2: 933,824 shares; 2025Q3: 878,694 shares 878,694 $88.1M 0.14% -55,130 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: 1,486,911 shares; 2024Q4: 1,342,497 shares; 2025Q1: 920,034 shares; 2025Q2: 755,193 shares; 2025Q3: 825,616 shares 825,616 $85.8M 0.14% +70,423 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407,131 shares; 2024Q4: 1,436,308 shares; 2025Q1: 1,100,059 shares; 2025Q2: 2,407,544 shares; 2025Q3: 2,740,097 shares 2,740,097 $85.1M 0.13% +332,553 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,415 shares; 2024Q4: 246,035 shares; 2025Q1: 255,410 shares; 2025Q2: 217,593 shares; 2025Q3: 222,651 shares 222,651 $84.4M 0.13% +5,058 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: 154,186 shares; 2024Q4: 136,535 shares; 2025Q1: 130,518 shares; 2025Q2: 188,751 shares; 2025Q3: 352,449 shares 352,449 $84.4M 0.13% +163,698 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,622 shares; 2024Q4: 167,313 shares; 2025Q1: 103,755 shares; 2025Q2: 90,492 shares; 2025Q3: 240,075 shares 240,075 $84.3M 0.13% +149,583 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,171 shares; 2024Q4: 33,231 shares; 2025Q1: 18,902 shares; 2025Q2: 45,638 shares; 2025Q3: 3,232,753 shares 3,232,753 $84.3M 0.13% +3,187,115 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,767 shares; 2024Q4: 687,472 shares; 2025Q1: 671,019 shares; 2025Q2: 816,850 shares; 2025Q3: 788,848 shares 788,848 $84M 0.13% -28,002 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: 570,392 shares; 2024Q4: 495,368 shares; 2025Q1: 484,909 shares; 2025Q2: 490,590 shares; 2025Q3: 520,398 shares 520,398 $83.7M 0.13% +29,808 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393,854 shares; 2024Q4: 4,859,368 shares; 2025Q1: 4,200,534 shares; 2025Q2: 1,530,063 shares; 2025Q3: 6,087,053 shares 6,087,053 $83.3M 0.13% +4,556,990 Timeline JMBS 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: 1,141,803 shares; 2024Q4: 1,442,028 shares; 2025Q1: 1,384,951 shares; 2025Q2: 1,466,571 shares; 2025Q3: 1,800,784 shares 1,800,784 $82.2M 0.13% +334,213 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: 482,696 shares; 2024Q4: 458,380 shares; 2025Q1: 453,834 shares; 2025Q2: 494,781 shares; 2025Q3: 497,575 shares 497,575 $80.5M 0.13% +2,794 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: 714,239 shares; 2024Q4: 672,250 shares; 2025Q1: 642,016 shares; 2025Q2: 612,431 shares; 2025Q3: 483,567 shares 483,567 $80.4M 0.13% -128,864 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: 371,144 shares; 2024Q4: 345,118 shares; 2025Q1: 314,687 shares; 2025Q2: 296,661 shares; 2025Q3: 227,043 shares 227,043 $79.8M 0.13% -69,618 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,867 shares; 2024Q4: 74,715 shares; 2025Q1: 73,118 shares; 2025Q2: 140,267 shares; 2025Q3: 64,412 shares 64,412 $79.1M 0.12% -75,855 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: 416,669 shares; 2024Q4: 409,473 shares; 2025Q1: 336,735 shares; 2025Q2: 311,724 shares; 2025Q3: 289,618 shares 289,618 $79M 0.12% -22,106 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: 356,271 shares; 2024Q4: 385,600 shares; 2025Q1: 540,854 shares; 2025Q2: 592,072 shares; 2025Q3: 629,686 shares 629,686 $77.9M 0.12% +37,614 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164,834 shares; 2024Q4: 1,174,640 shares; 2025Q1: 1,101,060 shares; 2025Q2: 1,088,531 shares; 2025Q3: 1,366,789 shares 1,366,789 $77.8M 0.12% +278,258 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: 453,678 shares; 2024Q4: 474,213 shares; 2025Q1: 620,895 shares; 2025Q2: 590,725 shares; 2025Q3: 594,717 shares 594,717 $76.7M 0.12% +3,992 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,139 shares; 2024Q4: 415,514 shares; 2025Q1: 403,154 shares; 2025Q2: 398,536 shares; 2025Q3: 384,109 shares 384,109 $76.6M 0.12% -14,427 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561,750 shares; 2024Q4: 1,510,553 shares; 2025Q1: 1,394,933 shares; 2025Q2: 1,469,579 shares; 2025Q3: 1,080,840 shares 1,080,840 $76.5M 0.12% -388,739 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: 5,366,542 shares; 2024Q4: 5,301,189 shares; 2025Q1: 5,203,162 shares; 2025Q2: 4,796,300 shares; 2025Q3: 1,946,012 shares 1,946,012 $75.1M 0.12% -2,850,288 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,728 shares; 2024Q4: 361,042 shares; 2025Q1: 361,411 shares; 2025Q2: 403,125 shares; 2025Q3: 370,459 shares 370,459 $74.7M 0.12% -32,666 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122,621 shares; 2024Q4: 2,637,707 shares; 2025Q1: 2,234,363 shares; 2025Q2: 2,054,574 shares; 2025Q3: 2,914,435 shares 2,914,435 $74.3M 0.12% +859,861 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,354 shares; 2024Q4: 125,450 shares; 2025Q1: 120,504 shares; 2025Q2: 117,474 shares; 2025Q3: 116,177 shares 116,177 $74.2M 0.12% -1,297 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: 344,989 shares; 2024Q4: 356,099 shares; 2025Q1: 327,212 shares; 2025Q2: 348,572 shares; 2025Q3: 428,893 shares 428,893 $72.7M 0.11% +80,321 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 8,988 shares; 2025Q1: 9,384 shares; 2025Q2: 9,275 shares; 2025Q3: 8,980 shares 8,980 $72.2M 0.11% -295 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,176 shares; 2024Q4: 557,961 shares; 2025Q1: 763,443 shares; 2025Q2: 1,024,529 shares; 2025Q3: 1,213,223 shares 1,213,223 $69M 0.11% +188,694 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: 182,496 shares; 2024Q4: 180,111 shares; 2025Q1: 159,587 shares; 2025Q2: 160,091 shares; 2025Q3: 180,861 shares 180,861 $67.7M 0.11% +20,770 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,087,688 shares; 2024Q4: 3,814,756 shares; 2025Q1: 3,303,456 shares; 2025Q2: 2,963,399 shares; 2025Q3: 857,479 shares 857,479 $67.7M 0.11% -2,105,920 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: 433,927 shares; 2024Q4: 370,642 shares; 2025Q1: 352,232 shares; 2025Q2: 292,732 shares; 2025Q3: 269,980 shares 269,980 $67.6M 0.11% -22,752 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: 635,680 shares; 2024Q4: 837,432 shares; 2025Q1: 807,304 shares; 2025Q2: 754,224 shares; 2025Q3: 708,344 shares 708,344 $67.6M 0.11% -45,880 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: 390,193 shares; 2024Q4: 389,395 shares; 2025Q1: 363,160 shares; 2025Q2: 358,838 shares; 2025Q3: 329,209 shares 329,209 $67.4M 0.11% -29,629 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: 358,161 shares; 2024Q4: 351,067 shares; 2025Q1: 346,737 shares; 2025Q2: 306,803 shares; 2025Q3: 293,579 shares 293,579 $67.4M 0.11% -13,224 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: 176,761 shares; 2024Q4: 140,913 shares; 2025Q1: 220,963 shares; 2025Q2: 198,986 shares; 2025Q3: 322,615 shares 322,615 $67.4M 0.11% +123,629 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252,984 shares; 2024Q4: 2,318,684 shares; 2025Q1: 2,126,745 shares; 2025Q2: 2,121,345 shares; 2025Q3: 841,457 shares 841,457 $67.3M 0.11% -1,279,888 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: 2,586,148 shares; 2024Q4: 2,382,326 shares; 2025Q1: 2,342,154 shares; 2025Q2: 2,447,866 shares; 2025Q3: 2,375,774 shares 2,375,774 $66.5M 0.1% -72,092 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: 1,704,146 shares; 2024Q4: 1,587,712 shares; 2025Q1: 1,172,657 shares; 2025Q2: 2,109,062 shares; 2025Q3: 1,033,636 shares 1,033,636 $66.4M 0.1% -1,075,426 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,363 shares; 2024Q4: 139,324 shares; 2025Q1: 397,180 shares; 2025Q2: 232,004 shares; 2025Q3: 205,677 shares 205,677 $65.8M 0.1% -26,327 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165,817 shares; 2024Q4: 2,752,703 shares; 2025Q1: 2,875,025 shares; 2025Q2: 2,899,446 shares; 2025Q3: 1,737,235 shares 1,737,235 $65.6M 0.1% -1,162,211 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 621,478 shares; 2025Q3: 620,972 shares 620,972 $65.2M 0.1% -506 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,880 shares; 2024Q4: 830,201 shares; 2025Q1: 858,447 shares; 2025Q2: 706,996 shares; 2025Q3: 690,549 shares 690,549 $65M 0.1% -16,447 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 6,057 shares; 2025Q1: 6,169 shares; 2025Q2: 6,212 shares; 2025Q3: 427,472 shares 427,472 $63.9M 0.1% +421,260 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,640 shares; 2024Q4: 632,803 shares; 2025Q1: 597,052 shares; 2025Q2: 596,101 shares; 2025Q3: 571,705 shares 571,705 $63.5M 0.1% -24,396 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,052 shares; 2024Q4: 157,818 shares; 2025Q1: 143,508 shares; 2025Q2: 150,033 shares; 2025Q3: 156,053 shares 156,053 $63.1M 0.1% +6,020 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: 80,878 shares; 2024Q4: 71,658 shares; 2025Q1: 66,958 shares; 2025Q2: 70,378 shares; 2025Q3: 84,216 shares 84,216 $62.9M 0.1% +13,838 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: 488,728 shares; 2024Q4: 473,218 shares; 2025Q1: 249,988 shares; 2025Q2: 441,435 shares; 2025Q3: 283,869 shares 283,869 $62.7M 0.1% -157,566 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: 16,869 shares; 2024Q4: 16,665 shares; 2025Q1: 16,273 shares; 2025Q2: 15,622 shares; 2025Q3: 14,567 shares 14,567 $62.5M 0.1% -1,055 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: 341,464 shares; 2024Q4: 300,189 shares; 2025Q1: 316,646 shares; 2025Q2: 340,251 shares; 2025Q3: 340,237 shares 340,237 $61.6M 0.1% -14 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: 73,373 shares; 2024Q4: 86,671 shares; 2025Q1: 117,536 shares; 2025Q2: 138,137 shares; 2025Q3: 133,950 shares 133,950 $61.3M 0.1% -4,187 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: 307,011 shares; 2025Q1: 370,609 shares; 2025Q2: 396,269 shares; 2025Q3: 420,141 shares 420,141 $61.2M 0.1% +23,872 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,792 shares; 2024Q4: 1,577,771 shares; 2025Q1: 1,350,741 shares; 2025Q2: 1,375,357 shares; 2025Q3: 1,374,146 shares 1,374,146 $59.1M 0.09% -1,211 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273,420 shares; 2024Q4: 2,613,259 shares; 2025Q1: 2,174,701 shares; 2025Q2: 2,018,591 shares; 2025Q3: 1,762,417 shares 1,762,417 $58.8M 0.09% -256,174 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: 579,792 shares; 2024Q4: 541,528 shares; 2025Q1: 463,080 shares; 2025Q2: 452,823 shares; 2025Q3: 458,540 shares 458,540 $58.8M 0.09% +5,717 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: 638,852 shares; 2024Q4: 631,367 shares; 2025Q1: 554,688 shares; 2025Q2: 531,668 shares; 2025Q3: 526,360 shares 526,360 $58.8M 0.09% -5,308 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: 972,505 shares; 2024Q4: 793,915 shares; 2025Q1: 759,891 shares; 2025Q2: 730,449 shares; 2025Q3: 692,044 shares 692,044 $57.1M 0.09% -38,405 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,673 shares; 2024Q4: 881,460 shares; 2025Q1: 903,142 shares; 2025Q2: 1,044,887 shares; 2025Q3: 757,229 shares 757,229 $56.9M 0.09% -287,658 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,168 shares; 2024Q4: 5,522 shares; 2025Q1: 416,323 shares; 2025Q2: 431,767 shares; 2025Q3: 421,654 shares 421,654 $56.6M 0.09% -10,113 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: 853,209 shares; 2024Q4: 965,791 shares; 2025Q1: 1,120,128 shares; 2025Q2: 1,053,453 shares; 2025Q3: 630,982 shares 630,982 $56.2M 0.09% -422,471 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833,442 shares; 2024Q4: 2,817,468 shares; 2025Q1: 2,274,433 shares; 2025Q2: 2,099,270 shares; 2025Q3: 1,776,271 shares 1,776,271 $55.8M 0.09% -322,999 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,575 shares; 2024Q4: 134,846 shares; 2025Q1: 251,828 shares; 2025Q2: 1,015,653 shares; 2025Q3: 292,284 shares 292,284 $55.4M 0.09% -723,369 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,269,199 shares; 2025Q1: 3,424,113 shares; 2025Q2: 3,312,008 shares; 2025Q3: 2,471,618 shares 2,471,618 $55.3M 0.09% -840,390 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,305 shares; 2024Q4: 602,385 shares; 2025Q1: 903,195 shares; 2025Q2: 938,475 shares; 2025Q3: 987,312 shares 987,312 $54.3M 0.09% +48,837 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 849,279 shares; 2025Q1: 771,061 shares; 2025Q2: 815,810 shares; 2025Q3: 840,319 shares 840,319 $54M 0.09% +24,509 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: 195,579 shares; 2024Q4: 183,855 shares; 2025Q1: 167,124 shares; 2025Q2: 165,451 shares; 2025Q3: 163,710 shares 163,710 $53.9M 0.08% -1,741 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: 109,468 shares; 2024Q4: 112,051 shares; 2025Q1: 109,021 shares; 2025Q2: 106,809 shares; 2025Q3: 188,064 shares 188,064 $53.9M 0.08% +81,255 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,992 shares; 2024Q4: 619,139 shares; 2025Q1: 611,582 shares; 2025Q2: 959,017 shares; 2025Q3: 564,030 shares 564,030 $53.7M 0.08% -394,987 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,201 shares; 2024Q4: 144,843 shares; 2025Q1: 283,100 shares; 2025Q2: 135,537 shares; 2025Q3: 144,429 shares 144,429 $52.6M 0.08% +8,892 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: 419,981 shares; 2024Q4: 372,502 shares; 2025Q1: 413,687 shares; 2025Q2: 406,964 shares; 2025Q3: 385,588 shares 385,588 $51.9M 0.08% -21,376 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,450 shares; 2024Q4: 1,041,689 shares; 2025Q1: 343,079 shares; 2025Q2: 602,270 shares; 2025Q3: 712,037 shares 712,037 $51.8M 0.08% +109,767 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: 723,238 shares; 2024Q4: 726,315 shares; 2025Q1: 579,255 shares; 2025Q2: 588,951 shares; 2025Q3: 547,325 shares 547,325 $51.8M 0.08% -41,626 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: 237,723 shares; 2024Q4: 243,377 shares; 2025Q1: 238,306 shares; 2025Q2: 242,666 shares; 2025Q3: 239,130 shares 239,130 $51.3M 0.08% -3,536 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772,135 shares; 2024Q4: 2,762,162 shares; 2025Q1: 2,850,436 shares; 2025Q2: 2,270,663 shares; 2025Q3: 882,879 shares 882,879 $51.1M 0.08% -1,387,784 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,070 shares; 2024Q4: 1,584,822 shares; 2025Q1: 1,928,749 shares; 2025Q2: 1,725,750 shares; 2025Q3: 712,187 shares 712,187 $51.1M 0.08% -1,013,563 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: 325,381 shares; 2024Q4: 264,970 shares; 2025Q1: 542,678 shares; 2025Q2: 264,531 shares; 2025Q3: 349,717 shares 349,717 $50.9M 0.08% +85,186 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: 1,288,297 shares; 2024Q4: 1,254,454 shares; 2025Q1: 1,081,323 shares; 2025Q2: 962,290 shares; 2025Q3: 855,081 shares 855,081 $50.7M 0.08% -107,209 IGV 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: 110,466 shares; 2024Q4: 115,135 shares; 2025Q1: 234,924 shares; 2025Q2: 117,840 shares; 2025Q3: 439,967 shares 439,967 $50.6M 0.08% +322,127 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,401 shares; 2024Q4: 328,793 shares; 2025Q1: 275,109 shares; 2025Q2: 271,079 shares; 2025Q3: 253,648 shares 253,648 $50.5M 0.08% -17,431 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,259 shares; 2024Q4: 302,862 shares; 2025Q1: 289,062 shares; 2025Q2: 277,581 shares; 2025Q3: 262,813 shares 262,813 $50.5M 0.08% -14,768 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 347,683 shares; 2025Q1: 348,038 shares; 2025Q2: 330,414 shares; 2025Q3: 336,215 shares 336,215 $49.6M 0.08% +5,801 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,703,129 shares; 2024Q4: 2,703,761 shares; 2025Q1: 2,608,904 shares; 2025Q2: 12,318,931 shares; 2025Q3: 675,100 shares 675,100 $49.6M 0.08% -11,643,831 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,668 shares; 2024Q4: 67,694 shares; 2025Q1: 58,034 shares; 2025Q2: 110,282 shares; 2025Q3: 53,597 shares 53,597 $49.3M 0.08% -56,685 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,048 shares; 2024Q4: 901,317 shares; 2025Q1: 952,063 shares; 2025Q2: 116,562 shares; 2025Q3: 1,474,214 shares 1,474,214 $49.2M 0.08% +1,357,652 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,597 shares; 2024Q4: 866,509 shares; 2025Q1: 846,190 shares; 2025Q2: 842,331 shares; 2025Q3: 852,822 shares 852,822 $48.5M 0.08% +10,491 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: 629,002 shares; 2024Q4: 558,053 shares; 2025Q1: 551,905 shares; 2025Q2: 1,014,272 shares; 2025Q3: 585,729 shares 585,729 $48.2M 0.08% -428,543 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,107 shares; 2024Q4: 218,698 shares; 2025Q1: 200,366 shares; 2025Q2: 193,643 shares; 2025Q3: 183,401 shares 183,401 $47.8M 0.08% -10,242 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,661 shares; 2024Q4: 139,686 shares; 2025Q1: 137,061 shares; 2025Q2: 138,506 shares; 2025Q3: 144,532 shares 144,532 $46.7M 0.07% +6,026 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,378 shares; 2024Q4: 71,026 shares; 2025Q1: 70,264 shares; 2025Q2: 71,410 shares; 2025Q3: 73,706 shares 73,706 $46.5M 0.07% +2,296 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,646 shares; 2024Q4: 1,211,309 shares; 2025Q1: 1,083,012 shares; 2025Q2: 864,350 shares; 2025Q3: 1,033,239 shares 1,033,239 $46.4M 0.07% +168,889 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: 225,582 shares; 2024Q4: 221,840 shares; 2025Q1: 215,752 shares; 2025Q2: 211,111 shares; 2025Q3: 206,775 shares 206,775 $46.1M 0.07% -4,336 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,210 shares; 2024Q4: 19,456 shares; 2025Q1: 16,934 shares; 2025Q2: 14,778 shares; 2025Q3: 262,678 shares 262,678 $45.9M 0.07% +247,900 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: 22,482 shares; 2024Q4: 293,899 shares; 2025Q1: 291,779 shares; 2025Q2: 360,438 shares; 2025Q3: 371,962 shares 371,962 $45.6M 0.07% +11,524 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: 589,110 shares; 2024Q4: 562,360 shares; 2025Q1: 531,097 shares; 2025Q2: 534,775 shares; 2025Q3: 715,264 shares 715,264 $45.3M 0.07% +180,489 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: 141,046 shares; 2024Q4: 132,990 shares; 2025Q1: 140,000 shares; 2025Q2: 132,066 shares; 2025Q3: 130,181 shares 130,181 $45.1M 0.07% -1,885 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,216 shares; 2024Q4: 439,771 shares; 2025Q1: 392,840 shares; 2025Q2: 327,037 shares; 2025Q3: 324,843 shares 324,843 $45.1M 0.07% -2,194 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: 449,884 shares; 2024Q4: 467,474 shares; 2025Q1: 479,867 shares; 2025Q2: 468,624 shares; 2025Q3: 441,900 shares 441,900 $44.9M 0.07% -26,724 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813,134 shares; 2024Q4: 314,115 shares; 2025Q1: 802,848 shares; 2025Q2: 455,418 shares; 2025Q3: 446,435 shares 446,435 $44.6M 0.07% -8,983 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,307 shares; 2024Q4: 374,079 shares; 2025Q1: 372,652 shares; 2025Q2: 364,581 shares; 2025Q3: 405,321 shares 405,321 $44.6M 0.07% +40,740 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,966 shares; 2024Q4: 73,774 shares; 2025Q1: 74,541 shares; 2025Q2: 80,342 shares; 2025Q3: 77,967 shares 77,967 $44.2M 0.07% -2,375 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,138 shares; 2024Q4: 241,097 shares; 2025Q1: 286,973 shares; 2025Q2: 365,192 shares; 2025Q3: 954,854 shares 954,854 $44.2M 0.07% +589,662 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,535 shares; 2024Q4: 764,353 shares; 2025Q1: 1,059,060 shares; 2025Q2: 3,240,329 shares; 2025Q3: 823,306 shares 823,306 $44M 0.07% -2,417,023 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 188,591 shares; 2025Q1: 169,637 shares; 2025Q2: 164,111 shares; 2025Q3: 147,467 shares 147,467 $43.9M 0.07% -16,644 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: 292,522 shares; 2024Q4: 264,067 shares; 2025Q1: 248,887 shares; 2025Q2: 215,035 shares; 2025Q3: 202,901 shares 202,901 $43.8M 0.07% -12,134 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,019 shares; 2024Q4: 26,092 shares; 2025Q1: 32,707 shares; 2025Q2: 40,732 shares; 2025Q3: 3,505,953 shares 3,505,953 $43.8M 0.07% +3,465,221 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,500 shares; 2024Q4: 405,903 shares; 2025Q1: 414,458 shares; 2025Q2: 439,274 shares; 2025Q3: 459,792 shares 459,792 $43.7M 0.07% +20,518 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: 540,048 shares; 2024Q4: 156,477 shares; 2025Q1: 194,123 shares; 2025Q2: 229,570 shares; 2025Q3: 261,173 shares 261,173 $43M 0.07% +31,603 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: 440,880 shares; 2024Q4: 429,226 shares; 2025Q1: 427,169 shares; 2025Q2: 399,699 shares; 2025Q3: 381,931 shares 381,931 $42.8M 0.07% -17,768 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 1,975 shares; 2025Q1: 2,627 shares; 2025Q2: 3,045 shares; 2025Q3: 153,002 shares 153,002 $42.8M 0.07% +149,957 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,331 shares; 2024Q4: 1,315,168 shares; 2025Q1: 1,079,690 shares; 2025Q2: 943,027 shares; 2025Q3: 917,618 shares 917,618 $42M 0.07% -25,409 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: 207,026 shares; 2024Q4: 172,000 shares; 2025Q1: 139,507 shares; 2025Q2: 69,851 shares; 2025Q3: 68,243 shares 68,243 $41.6M 0.07% -1,608 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: 320,231 shares; 2024Q4: 319,733 shares; 2025Q1: 320,418 shares; 2025Q2: 323,869 shares; 2025Q3: 341,108 shares 341,108 $41.1M 0.06% +17,239 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,574 shares; 2024Q4: 1,276,710 shares; 2025Q1: 1,124,418 shares; 2025Q2: 1,051,405 shares; 2025Q3: 728,080 shares 728,080 $40.4M 0.06% -323,325 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,946 shares; 2024Q4: 625,852 shares; 2025Q1: 582,193 shares; 2025Q2: 555,082 shares; 2025Q3: 446,883 shares 446,883 $40.2M 0.06% -108,199 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: 434,842 shares; 2024Q4: 293,044 shares; 2025Q1: 295,839 shares; 2025Q2: 485,961 shares; 2025Q3: 239,441 shares 239,441 $40.1M 0.06% -246,520 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: 129,265 shares; 2024Q4: 113,146 shares; 2025Q1: 106,550 shares; 2025Q2: 102,816 shares; 2025Q3: 101,731 shares 101,731 $39.9M 0.06% -1,085 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,937 shares; 2024Q4: 1,053,740 shares; 2025Q1: 1,017,809 shares; 2025Q2: 982,624 shares; 2025Q3: 974,057 shares 974,057 $39.7M 0.06% -8,567 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,302 shares; 2024Q4: 762,453 shares; 2025Q1: 558,585 shares; 2025Q2: 517,876 shares; 2025Q3: 434,245 shares 434,245 $38.8M 0.06% -83,631 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,633 shares; 2024Q4: 164,725 shares; 2025Q1: 139,951 shares; 2025Q2: 113,555 shares; 2025Q3: 137,268 shares 137,268 $38.3M 0.06% +23,713 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: 546,080 shares; 2024Q4: 598,470 shares; 2025Q1: 532,227 shares; 2025Q2: 535,573 shares; 2025Q3: 476,184 shares 476,184 $38.1M 0.06% -59,389 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,191 shares; 2024Q4: 1,169,439 shares; 2025Q1: 1,183,618 shares; 2025Q2: 296,705 shares; 2025Q3: 1,363,869 shares 1,363,869 $38.1M 0.06% +1,067,164 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,251 shares; 2024Q4: 256,804 shares; 2025Q1: 251,560 shares; 2025Q2: 224,443 shares; 2025Q3: 222,740 shares 222,740 $37.9M 0.06% -1,703 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: 59,925 shares; 2024Q4: 155,244 shares; 2025Q1: 161,958 shares; 2025Q2: 154,235 shares; 2025Q3: 290,900 shares 290,900 $37.8M 0.06% +136,665 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,018 shares; 2024Q4: 40,867 shares; 2025Q1: 40,365 shares; 2025Q2: 40,384 shares; 2025Q3: 39,634 shares 39,634 $37.8M 0.06% -750 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: 964,473 shares; 2024Q4: 793,756 shares; 2025Q1: 675,853 shares; 2025Q2: 566,857 shares; 2025Q3: 539,172 shares 539,172 $37.6M 0.06% -27,685 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: 552,140 shares; 2024Q4: 491,228 shares; 2025Q1: 485,006 shares; 2025Q2: 511,981 shares; 2025Q3: 573,583 shares 573,583 $37.5M 0.06% +61,602 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,992 shares; 2024Q4: 254,192 shares; 2025Q1: 253,790 shares; 2025Q2: 250,845 shares; 2025Q3: 247,057 shares 247,057 $37.1M 0.06% -3,788 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: 284,595 shares; 2024Q4: 269,232 shares; 2025Q1: 509,834 shares; 2025Q2: 275,124 shares; 2025Q3: 304,135 shares 304,135 $36.7M 0.06% +29,011 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: 204,412 shares; 2024Q4: 203,927 shares; 2025Q1: 199,361 shares; 2025Q2: 208,679 shares; 2025Q3: 275,446 shares 275,446 $36.7M 0.06% +66,767 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: 84,894 shares; 2024Q4: 74,904 shares; 2025Q1: 254,938 shares; 2025Q2: 266,358 shares; 2025Q3: 257,470 shares 257,470 $36.7M 0.06% -8,888 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,338 shares; 2024Q4: 149,352 shares; 2025Q1: 180,302 shares; 2025Q2: 163,247 shares; 2025Q3: 193,868 shares 193,868 $36.4M 0.06% +30,621 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,150 shares; 2024Q4: 600,518 shares; 2025Q1: 467,955 shares; 2025Q2: 496,100 shares; 2025Q3: 543,335 shares 543,335 $36.4M 0.06% +47,235 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,168 shares; 2024Q4: 256,769 shares; 2025Q1: 230,105 shares; 2025Q2: 221,792 shares; 2025Q3: 222,858 shares 222,858 $36.3M 0.06% +1,066 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: 443,477 shares; 2024Q4: 435,961 shares; 2025Q1: 884,422 shares; 2025Q2: 421,731 shares; 2025Q3: 374,678 shares 374,678 $36.2M 0.06% -47,053 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,938 shares; 2024Q4: 367,926 shares; 2025Q1: 309,701 shares; 2025Q2: 242,235 shares; 2025Q3: 266,062 shares 266,062 $35.5M 0.06% +23,827 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,298 shares; 2024Q4: 147,578 shares; 2025Q1: 802,839 shares; 2025Q2: 750,642 shares; 2025Q3: 713,650 shares 713,650 $35.3M 0.06% -36,992 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: 297,986 shares; 2024Q4: 294,749 shares; 2025Q1: 289,557 shares; 2025Q2: 271,060 shares; 2025Q3: 268,803 shares 268,803 $34.5M 0.05% -2,257 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,878 shares; 2024Q4: 105,213 shares; 2025Q1: 106,946 shares; 2025Q2: 200,190 shares; 2025Q3: 72,153 shares 72,153 $34.4M 0.05% -128,037 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,092 shares; 2024Q4: 663,115 shares; 2025Q1: 668,683 shares; 2025Q2: 659,176 shares; 2025Q3: 582,377 shares 582,377 $34.2M 0.05% -76,799 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: 56,622 shares; 2024Q4: 56,322 shares; 2025Q1: 53,107 shares; 2025Q2: 56,086 shares; 2025Q3: 55,419 shares 55,419 $34.1M 0.05% -667 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: 256,849 shares; 2024Q4: 244,585 shares; 2025Q1: 205,071 shares; 2025Q2: 229,109 shares; 2025Q3: 218,989 shares 218,989 $34M 0.05% -10,120 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: 36,013 shares; 2024Q4: 31,574 shares; 2025Q1: 32,706 shares; 2025Q2: 32,386 shares; 2025Q3: 31,431 shares 31,431 $33.9M 0.05% -955 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,401 shares; 2024Q4: 358,420 shares; 2025Q1: 301,719 shares; 2025Q2: 405,884 shares; 2025Q3: 336,221 shares 336,221 $33.9M 0.05% -69,663 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,670 shares; 2024Q4: 270,200 shares; 2025Q1: 774,816 shares; 2025Q2: 761,075 shares; 2025Q3: 738,879 shares 738,879 $33.4M 0.05% -22,196 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,749 shares; 2024Q4: 184,553 shares; 2025Q1: 129,669 shares; 2025Q2: 113,896 shares; 2025Q3: 111,707 shares 111,707 $33.2M 0.05% -2,189 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206,593 shares; 2024Q4: 4,195,265 shares; 2025Q1: 3,806,810 shares; 2025Q2: 3,517,346 shares; 2025Q3: 911,842 shares 911,842 $33M 0.05% -2,605,504 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,664 shares; 2024Q4: 246,500 shares; 2025Q1: 214,137 shares; 2025Q2: 206,398 shares; 2025Q3: 202,418 shares 202,418 $32.8M 0.05% -3,980 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,891 shares; 2024Q4: 305,856 shares; 2025Q1: 290,766 shares; 2025Q2: 286,429 shares; 2025Q3: 262,502 shares 262,502 $32.6M 0.05% -23,927 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: 139,006 shares; 2024Q4: 124,059 shares; 2025Q1: 99,591 shares; 2025Q2: 91,895 shares; 2025Q3: 92,398 shares 92,398 $32.3M 0.05% +503 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: 92,723 shares; 2024Q4: 93,568 shares; 2025Q1: 97,518 shares; 2025Q2: 93,113 shares; 2025Q3: 127,587 shares 127,587 $32.3M 0.05% +34,474 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: 170,559 shares; 2024Q4: 165,215 shares; 2025Q1: 172,265 shares; 2025Q2: 179,059 shares; 2025Q3: 156,787 shares 156,787 $32.2M 0.05% -22,272 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,885 shares; 2024Q4: 411,950 shares; 2025Q1: 424,112 shares; 2025Q2: 343,415 shares; 2025Q3: 341,736 shares 341,736 $32.1M 0.05% -1,679 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 132,694 shares; 2025Q1: 99,395 shares; 2025Q2: 94,771 shares; 2025Q3: 65,895 shares 65,895 $32M 0.05% -28,876 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477,953 shares; 2024Q4: 2,712,348 shares; 2025Q1: 2,505,031 shares; 2025Q2: 2,365,432 shares; 2025Q3: 2,316,697 shares 2,316,697 $32M 0.05% -48,735 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: 1,759,313 shares; 2024Q4: 1,276,903 shares; 2025Q1: 1,079,663 shares; 2025Q2: 1,148,591 shares; 2025Q3: 949,399 shares 949,399 $31.9M 0.05% -199,192 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,392 shares; 2024Q4: 498,472 shares; 2025Q1: 484,104 shares; 2025Q2: 463,932 shares; 2025Q3: 431,330 shares 431,330 $31.6M 0.05% -32,602 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,093 shares; 2024Q4: 22,282 shares; 2025Q1: 25,343 shares; 2025Q2: 43,534 shares; 2025Q3: 545,620 shares 545,620 $31.4M 0.05% +502,086 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,153 shares; 2024Q4: 258,993 shares; 2025Q1: 278,591 shares; 2025Q2: 317,648 shares; 2025Q3: 737,058 shares 737,058 $31.3M 0.05% +419,410 Timeline INTF 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: 944,769 shares; 2024Q4: 935,056 shares; 2025Q1: 898,734 shares; 2025Q2: 879,447 shares; 2025Q3: 869,231 shares 869,231 $31.2M 0.05% -10,216 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,786 shares; 2024Q4: 328,039 shares; 2025Q1: 300,595 shares; 2025Q2: 319,276 shares; 2025Q3: 480,193 shares 480,193 $31.2M 0.05% +160,917 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,280 shares; 2024Q4: 285,464 shares; 2025Q1: 282,195 shares; 2025Q2: 255,015 shares; 2025Q3: 1,026,365 shares 1,026,365 $31.2M 0.05% +771,350 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,765 shares; 2024Q4: 1,037,751 shares; 2025Q1: 825,708 shares; 2025Q2: 814,346 shares; 2025Q3: 418,001 shares 418,001 $31.1M 0.05% -396,345 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669,341 shares; 2024Q4: 1,678,533 shares; 2025Q1: 522,331 shares; 2025Q2: 1,690,771 shares; 2025Q3: 1,847,279 shares 1,847,279 $31M 0.05% +156,508 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,168 shares; 2024Q4: 124,077 shares; 2025Q1: 125,157 shares; 2025Q2: 125,885 shares; 2025Q3: 120,897 shares 120,897 $30.4M 0.05% -4,988 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,347 shares; 2024Q4: 580,034 shares; 2025Q1: 563,324 shares; 2025Q2: 584,778 shares; 2025Q3: 655,978 shares 655,978 $30.4M 0.05% +71,200 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,523 shares; 2024Q4: 349,385 shares; 2025Q1: 325,335 shares; 2025Q2: 300,733 shares; 2025Q3: 345,739 shares 345,739 $30.3M 0.05% +45,006 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: 441,396 shares; 2024Q4: 748,865 shares; 2025Q1: 801,035 shares; 2025Q2: 737,345 shares; 2025Q3: 720,768 shares 720,768 $30.1M 0.05% -16,577 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,086 shares; 2024Q4: 267,965 shares; 2025Q1: 255,214 shares; 2025Q2: 301,083 shares; 2025Q3: 260,666 shares 260,666 $29.7M 0.05% -40,417 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: 113,607 shares; 2024Q4: 388,595 shares; 2025Q1: 371,557 shares; 2025Q2: 700,970 shares; 2025Q3: 601,703 shares 601,703 $29.5M 0.05% -99,267 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,896 shares; 2024Q4: 114,661 shares; 2025Q1: 110,255 shares; 2025Q2: 109,433 shares; 2025Q3: 86,081 shares 86,081 $29.4M 0.05% -23,352 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,896 shares; 2024Q4: 477,325 shares; 2025Q1: 464,721 shares; 2025Q2: 482,578 shares; 2025Q3: 492,191 shares 492,191 $28.9M 0.05% +9,613 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,054 shares; 2024Q4: 95,843 shares; 2025Q1: 90,057 shares; 2025Q2: 88,409 shares; 2025Q3: 94,553 shares 94,553 $28.9M 0.05% +6,144 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,962 shares; 2024Q4: 325,839 shares; 2025Q1: 324,563 shares; 2025Q2: 325,501 shares; 2025Q3: 309,415 shares 309,415 $28.8M 0.05% -16,086 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,099 shares; 2024Q4: 317,602 shares; 2025Q1: 304,809 shares; 2025Q2: 299,064 shares; 2025Q3: 352,108 shares 352,108 $28.6M 0.05% +53,044 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016,575 shares; 2024Q4: 1,518,535 shares; 2025Q1: 1,638,610 shares; 2025Q2: 1,171,231 shares; 2025Q3: 833,046 shares 833,046 $28.6M 0.05% -338,185 Timeline PXF 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: 631,024 shares; 2024Q4: 572,589 shares; 2025Q1: 538,509 shares; 2025Q2: 480,380 shares; 2025Q3: 463,127 shares 463,127 $28.3M 0.04% -17,253 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: 278,622 shares; 2024Q4: 337,591 shares; 2025Q1: 329,068 shares; 2025Q2: 322,734 shares; 2025Q3: 319,588 shares 319,588 $28.3M 0.04% -3,146 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812,950 shares; 2024Q4: 607,409 shares; 2025Q1: 1,146,358 shares; 2025Q2: 380,116 shares; 2025Q3: 340,546 shares 340,546 $28.3M 0.04% -39,570 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,197 shares; 2024Q4: 452,284 shares; 2025Q1: 392,370 shares; 2025Q2: 378,994 shares; 2025Q3: 374,464 shares 374,464 $28.2M 0.04% -4,530 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: 385,663 shares; 2024Q4: 340,016 shares; 2025Q1: 502,818 shares; 2025Q2: 491,067 shares; 2025Q3: 659,046 shares 659,046 $28.2M 0.04% +167,979 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221,826 shares; 2024Q4: 1,234,899 shares; 2025Q1: 1,162,236 shares; 2025Q2: 32,787,397 shares; 2025Q3: 613,026 shares 613,026 $27.9M 0.04% -32,174,371 Timeline SCZ 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: 669,164 shares; 2024Q4: 645,375 shares; 2025Q1: 687,049 shares; 2025Q2: 388,117 shares; 2025Q3: 362,922 shares 362,922 $27.8M 0.04% -25,195 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: 197,597 shares; 2024Q4: 168,814 shares; 2025Q1: 151,657 shares; 2025Q2: 145,582 shares; 2025Q3: 139,260 shares 139,260 $26.8M 0.04% -6,322 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 82,211 shares; 2025Q2: 521,618 shares; 2025Q3: 622,961 shares 622,961 $26.6M 0.04% +101,343 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,106 shares; 2024Q4: 598,918 shares; 2025Q1: 412,758 shares; 2025Q2: 374,193 shares; 2025Q3: 478,229 shares 478,229 $26.6M 0.04% +104,036 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,029 shares; 2024Q4: 445,112 shares; 2025Q1: 496,890 shares; 2025Q2: 531,374 shares; 2025Q3: 566,341 shares 566,341 $26.5M 0.04% +34,967 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,722 shares; 2024Q4: 554,651 shares; 2025Q1: 776,467 shares; 2025Q2: 1,567,140 shares; 2025Q3: 388,974 shares 388,974 $26.2M 0.04% -1,178,166 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: 150,930 shares; 2024Q4: 137,478 shares; 2025Q1: 88,573 shares; 2025Q2: 89,410 shares; 2025Q3: 87,106 shares 87,106 $26.2M 0.04% -2,304 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: 22,452 shares; 2024Q4: 9,390 shares; 2025Q1: 18,724 shares; 2025Q2: 315,597 shares; 2025Q3: 341,919 shares 341,919 $26.1M 0.04% +26,322 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: 128,558 shares; 2024Q4: 136,330 shares; 2025Q1: 141,152 shares; 2025Q2: 132,352 shares; 2025Q3: 132,507 shares 132,507 $26M 0.04% +155 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: 591,055 shares; 2024Q4: 400,485 shares; 2025Q1: 401,545 shares; 2025Q2: 536,380 shares; 2025Q3: 260,495 shares 260,495 $25.9M 0.04% -275,885 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,492 shares; 2024Q4: 135,211 shares; 2025Q1: 203,583 shares; 2025Q2: 133,480 shares; 2025Q3: 146,613 shares 146,613 $25.9M 0.04% +13,133 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: 283,594 shares; 2024Q4: 335,507 shares; 2025Q1: 340,067 shares; 2025Q2: 323,121 shares; 2025Q3: 237,707 shares 237,707 $25.9M 0.04% -85,414 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,578 shares; 2024Q4: 386,378 shares; 2025Q1: 388,816 shares; 2025Q2: 423,452 shares; 2025Q3: 452,918 shares 452,918 $25.9M 0.04% +29,466 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,071 shares; 2024Q4: 96,060 shares; 2025Q1: 88,362 shares; 2025Q2: 80,546 shares; 2025Q3: 72,444 shares 72,444 $25.8M 0.04% -8,102 Timeline TOTL 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: 109,022 shares; 2024Q4: 279,381 shares; 2025Q1: 411,069 shares; 2025Q2: 526,738 shares; 2025Q3: 615,598 shares 615,598 $25M 0.04% +88,860 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,454 shares; 2024Q4: 317,947 shares; 2025Q1: 272,654 shares; 2025Q2: 243,644 shares; 2025Q3: 223,715 shares 223,715 $25M 0.04% -19,929 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,669 shares; 2024Q4: 278,092 shares; 2025Q1: 254,949 shares; 2025Q2: 233,047 shares; 2025Q3: 319,228 shares 319,228 $24.9M 0.04% +86,181 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,841 shares; 2024Q4: 237,247 shares; 2025Q1: 227,882 shares; 2025Q2: 226,913 shares; 2025Q3: 216,483 shares 216,483 $24.8M 0.04% -10,430 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,112 shares; 2024Q4: 1,098,387 shares; 2025Q1: 1,249,078 shares; 2025Q2: 1,733,405 shares; 2025Q3: 1,918,487 shares 1,918,487 $24.6M 0.04% +185,082 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: 209,373 shares; 2024Q4: 194,584 shares; 2025Q1: 191,282 shares; 2025Q2: 176,844 shares; 2025Q3: 160,015 shares 160,015 $24.3M 0.04% -16,829 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,491 shares; 2024Q4: 566,519 shares; 2025Q1: 525,480 shares; 2025Q2: 501,240 shares; 2025Q3: 1,189,462 shares 1,189,462 $24.3M 0.04% +688,222 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: 141,986 shares; 2024Q4: 134,523 shares; 2025Q1: 124,646 shares; 2025Q2: 114,202 shares; 2025Q3: 92,749 shares 92,749 $24.1M 0.04% -21,453 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,398 shares; 2024Q4: 460,092 shares; 2025Q1: 415,363 shares; 2025Q2: 414,864 shares; 2025Q3: 335,043 shares 335,043 $24M 0.04% -79,821 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: 461,935 shares; 2024Q4: 474,834 shares; 2025Q1: 472,415 shares; 2025Q2: 458,330 shares; 2025Q3: 398,635 shares 398,635 $23.8M 0.04% -59,695 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,947 shares; 2024Q4: 258,612 shares; 2025Q1: 191,421 shares; 2025Q2: 185,108 shares; 2025Q3: 184,918 shares 184,918 $23.7M 0.04% -190 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: 154,563 shares; 2024Q4: 158,278 shares; 2025Q1: 173,180 shares; 2025Q2: 168,130 shares; 2025Q3: 150,563 shares 150,563 $23.7M 0.04% -17,567 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: 332,365 shares; 2024Q4: 1,000,964 shares; 2025Q1: 940,273 shares; 2025Q2: 909,850 shares; 2025Q3: 901,980 shares 901,980 $23.7M 0.04% -7,870 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,300 shares; 2024Q4: 729,147 shares; 2025Q1: 724,308 shares; 2025Q2: 707,316 shares; 2025Q3: 686,010 shares 686,010 $23.4M 0.04% -21,306 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,958 shares; 2024Q4: 82,984 shares; 2025Q1: 85,432 shares; 2025Q2: 86,761 shares; 2025Q3: 85,238 shares 85,238 $23.3M 0.04% -1,523 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: 193,437 shares; 2024Q4: 170,092 shares; 2025Q1: 317,870 shares; 2025Q2: 157,374 shares; 2025Q3: 162,590 shares 162,590 $23.2M 0.04% +5,216 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: 279,100 shares; 2024Q4: 250,083 shares; 2025Q1: 199,190 shares; 2025Q2: 228,088 shares; 2025Q3: 243,665 shares 243,665 $23.1M 0.04% +15,577 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: 107,290 shares; 2024Q4: 114,047 shares; 2025Q1: 112,523 shares; 2025Q2: 114,278 shares; 2025Q3: 117,019 shares 117,019 $22.9M 0.04% +2,741 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,495 shares; 2024Q4: 634,434 shares; 2025Q1: 817,427 shares; 2025Q2: 661,577 shares; 2025Q3: 478,256 shares 478,256 $22.8M 0.04% -183,321 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,341 shares; 2024Q4: 18,482 shares; 2025Q1: 17,076 shares; 2025Q2: 18,870 shares; 2025Q3: 77,517 shares 77,517 $22.8M 0.04% +58,647 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803,608 shares; 2024Q4: 679,367 shares; 2025Q1: 691,749 shares; 2025Q2: 627,667 shares; 2025Q3: 714,820 shares 714,820 $22.6M 0.04% +87,153 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487,056 shares; 2024Q4: 1,005,987 shares; 2025Q1: 886,292 shares; 2025Q2: 835,613 shares; 2025Q3: 827,484 shares 827,484 $22.6M 0.04% -8,129 Timeline DIVB 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: 531,469 shares; 2024Q4: 510,304 shares; 2025Q1: 451,867 shares; 2025Q2: 453,781 shares; 2025Q3: 430,973 shares 430,973 $22.5M 0.04% -22,808 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,096 shares; 2024Q4: 120,500 shares; 2025Q1: 96,616 shares; 2025Q2: 95,182 shares; 2025Q3: 95,160 shares 95,160 $22.4M 0.04% -22 Timeline PPA 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: 1,920 shares; 2024Q4: 57,453 shares; 2025Q1: 56,377 shares; 2025Q2: 51,163 shares; 2025Q3: 143,835 shares 143,835 $22.4M 0.04% +92,672 Timeline IWC 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: 239,495 shares; 2024Q4: 227,701 shares; 2025Q1: 223,637 shares; 2025Q2: 184,821 shares; 2025Q3: 149,906 shares 149,906 $22.3M 0.04% -34,915 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: 339,738 shares; 2024Q4: 322,117 shares; 2025Q1: 311,195 shares; 2025Q2: 316,381 shares; 2025Q3: 193,963 shares 193,963 $22.2M 0.04% -122,418 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: 64,793 shares; 2024Q4: 60,337 shares; 2025Q1: 56,753 shares; 2025Q2: 60,390 shares; 2025Q3: 100,743 shares 100,743 $22.1M 0.03% +40,353 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: 776,248 shares; 2024Q4: 758,599 shares; 2025Q1: 611,666 shares; 2025Q2: 761,218 shares; 2025Q3: 773,829 shares 773,829 $21.9M 0.03% +12,611 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: 822,466 shares; 2024Q4: 831,912 shares; 2025Q1: 711,466 shares; 2025Q2: 658,182 shares; 2025Q3: 622,259 shares 622,259 $21.9M 0.03% -35,923 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,002 shares; 2024Q4: 663,609 shares; 2025Q1: 651,939 shares; 2025Q2: 641,377 shares; 2025Q3: 733,670 shares 733,670 $21.7M 0.03% +92,293 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,398 shares; 2024Q4: 365,489 shares; 2025Q1: 357,550 shares; 2025Q2: 378,118 shares; 2025Q3: 318,390 shares 318,390 $21.5M 0.03% -59,728 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,845 shares; 2024Q4: 515,443 shares; 2025Q1: 352,966 shares; 2025Q2: 457,214 shares; 2025Q3: 427,782 shares 427,782 $21.2M 0.03% -29,432 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: 168,439 shares; 2024Q4: 170,536 shares; 2025Q1: 187,633 shares; 2025Q2: 173,748 shares; 2025Q3: 218,798 shares 218,798 $21.2M 0.03% +45,050 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,519 shares; 2024Q4: 181,697 shares; 2025Q1: 170,930 shares; 2025Q2: 171,677 shares; 2025Q3: 182,106 shares 182,106 $21.1M 0.03% +10,429 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,412 shares; 2024Q4: 473,972 shares; 2025Q1: 181,145 shares; 2025Q2: 274,257 shares; 2025Q3: 321,368 shares 321,368 $20.9M 0.03% +47,111 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,229 shares; 2024Q4: 216,142 shares; 2025Q1: 223,772 shares; 2025Q2: 220,275 shares; 2025Q3: 202,524 shares 202,524 $20.6M 0.03% -17,751 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: 627,507 shares; 2024Q4: 612,668 shares; 2025Q1: 534,828 shares; 2025Q2: 512,446 shares; 2025Q3: 455,390 shares 455,390 $20.5M 0.03% -57,056 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417,820 shares; 2024Q4: 2,417,573 shares; 2025Q1: 1,830,517 shares; 2025Q2: 1,982,015 shares; 2025Q3: 2,448,128 shares 2,448,128 $20M 0.03% +466,113 SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,745 shares; 2024Q4: 706,947 shares; 2025Q1: 671,303 shares; 2025Q2: 693,121 shares; 2025Q3: 774,495 shares 774,495 $19.9M 0.03% +81,374 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,781 shares; 2024Q4: 483,365 shares; 2025Q1: 350,631 shares; 2025Q2: 223,654 shares; 2025Q3: 241,486 shares 241,486 $19.8M 0.03% +17,832 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: 669,940 shares; 2024Q4: 577,039 shares; 2025Q1: 456,453 shares; 2025Q2: 394,098 shares; 2025Q3: 294,578 shares 294,578 $19.8M 0.03% -99,520 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: 227,943 shares; 2024Q4: 187,889 shares; 2025Q1: 176,289 shares; 2025Q2: 250,810 shares; 2025Q3: 251,969 shares 251,969 $19.7M 0.03% +1,159 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: 15,697 shares; 2024Q4: 16,069 shares; 2025Q1: 16,930 shares; 2025Q2: 80,857 shares; 2025Q3: 80,041 shares 80,041 $19.6M 0.03% -816 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,031 shares; 2024Q4: 353,506 shares; 2025Q1: 321,409 shares; 2025Q2: 341,426 shares; 2025Q3: 321,160 shares 321,160 $19.6M 0.03% -20,266 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: 687,205 shares; 2024Q4: 616,644 shares; 2025Q1: 546,766 shares; 2025Q2: 490,287 shares; 2025Q3: 404,611 shares 404,611 $19.6M 0.03% -85,676 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: 81,437 shares; 2024Q4: 71,502 shares; 2025Q1: 75,434 shares; 2025Q2: 72,154 shares; 2025Q3: 59,946 shares 59,946 $19.4M 0.03% -12,208 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,890 shares; 2024Q4: 35,349 shares; 2025Q1: 38,835 shares; 2025Q2: 40,722 shares; 2025Q3: 64,654 shares 64,654 $19.3M 0.03% +23,932 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: 137,723 shares; 2024Q4: 134,265 shares; 2025Q1: 124,524 shares; 2025Q2: 880,189 shares; 2025Q3: 145,351 shares 145,351 $19.1M 0.03% -734,838 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,616 shares; 2024Q4: 176,323 shares; 2025Q1: 139,984 shares; 2025Q2: 159,253 shares; 2025Q3: 148,028 shares 148,028 $19M 0.03% -11,225 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,997 shares; 2024Q4: 695,881 shares; 2025Q1: 918,721 shares; 2025Q2: 893,195 shares; 2025Q3: 372,300 shares 372,300 $19M 0.03% -520,895 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: 105,401 shares; 2024Q4: 124,866 shares; 2025Q1: 126,560 shares; 2025Q2: 121,708 shares; 2025Q3: 133,566 shares 133,566 $19M 0.03% +11,858 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,969 shares; 2024Q4: 636,908 shares; 2025Q1: 674,667 shares; 2025Q2: 625,286 shares; 2025Q3: 276,220 shares 276,220 $18.9M 0.03% -349,066 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,352 shares; 2024Q4: 244,579 shares; 2025Q1: 134,750 shares; 2025Q2: 103,737 shares; 2025Q3: 100,071 shares 100,071 $18.7M 0.03% -3,666 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 15,046 shares; 2025Q1: 16,820 shares; 2025Q2: 17,069 shares; 2025Q3: 19,462 shares 19,462 $18.6M 0.03% +2,393 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,901 shares; 2024Q4: 13,309 shares; 2025Q1: 17,935 shares; 2025Q2: 10,519 shares; 2025Q3: 543,729 shares 543,729 $18.3M 0.03% +533,210 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,542 shares; 2024Q4: 129,654 shares; 2025Q1: 124,523 shares; 2025Q2: 87,071 shares; 2025Q3: 83,673 shares 83,673 $18.2M 0.03% -3,398 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,715 shares; 2024Q4: 376,713 shares; 2025Q1: 325,063 shares; 2025Q2: 326,256 shares; 2025Q3: 323,984 shares 323,984 $18.1M 0.03% -2,272 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: 266,210 shares; 2024Q4: 250,429 shares; 2025Q1: 242,881 shares; 2025Q2: 229,095 shares; 2025Q3: 218,056 shares 218,056 $18M 0.03% -11,039 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,485 shares; 2024Q4: 278,566 shares; 2025Q1: 42,665 shares; 2025Q2: 42,152 shares; 2025Q3: 39,392 shares 39,392 $18M 0.03% -2,760 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: 38,686 shares; 2024Q4: 39,067 shares; 2025Q1: 38,698 shares; 2025Q2: 40,554 shares; 2025Q3: 42,053 shares 42,053 $17.9M 0.03% +1,499 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,002 shares; 2024Q4: 594,530 shares; 2025Q1: 595,094 shares; 2025Q2: 596,962 shares; 2025Q3: 608,276 shares 608,276 $17.9M 0.03% +11,314 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387,134 shares; 2024Q4: 167,448 shares; 2025Q1: 260,378 shares; 2025Q2: 318,057 shares; 2025Q3: 376,065 shares 376,065 $17.9M 0.03% +58,008 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,507 shares; 2024Q4: 278,346 shares; 2025Q1: 277,509 shares; 2025Q2: 273,684 shares; 2025Q3: 230,618 shares 230,618 $17.8M 0.03% -43,066 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,027 shares; 2025Q3: 245,939 shares 245,939 $17.8M 0.03% +240,912 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: 116,727 shares; 2024Q4: 116,896 shares; 2025Q1: 116,645 shares; 2025Q2: 116,762 shares; 2025Q3: 116,713 shares 116,713 $17.7M 0.03% -49 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,326 shares; 2024Q4: 153,142 shares; 2025Q1: 146,851 shares; 2025Q2: 146,423 shares; 2025Q3: 159,373 shares 159,373 $17.6M 0.03% +12,950 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,076 shares; 2024Q4: 296,401 shares; 2025Q1: 1,116,849 shares; 2025Q2: 1,475,190 shares; 2025Q3: 298,294 shares 298,294 $17.6M 0.03% -1,176,896 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: 98,206 shares; 2024Q4: 80,437 shares; 2025Q1: 81,354 shares; 2025Q2: 81,169 shares; 2025Q3: 89,612 shares 89,612 $17.6M 0.03% +8,443 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,702 shares; 2024Q4: 79,086 shares; 2025Q1: 77,926 shares; 2025Q2: 61,055 shares; 2025Q3: 60,642 shares 60,642 $17.5M 0.03% -413 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: 99,546 shares; 2024Q4: 96,734 shares; 2025Q1: 80,678 shares; 2025Q2: 84,841 shares; 2025Q3: 119,377 shares 119,377 $17.5M 0.03% +34,536 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,905 shares; 2024Q4: 316,578 shares; 2025Q1: 280,326 shares; 2025Q2: 256,098 shares; 2025Q3: 179,748 shares 179,748 $17.3M 0.03% -76,350 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: 297,733 shares; 2024Q4: 114,998 shares; 2025Q1: 221,746 shares; 2025Q2: 111,614 shares; 2025Q3: 124,133 shares 124,133 $17.3M 0.03% +12,519 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,166 shares; 2024Q4: 80,181 shares; 2025Q1: 77,974 shares; 2025Q2: 73,145 shares; 2025Q3: 59,719 shares 59,719 $17.2M 0.03% -13,426 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,730 shares; 2024Q4: 441,226 shares; 2025Q1: not reported; 2025Q2: 366,162 shares; 2025Q3: 284,475 shares 284,475 $17.1M 0.03% -81,687 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,632 shares; 2024Q4: 197,920 shares; 2025Q1: 115,571 shares; 2025Q2: 118,324 shares; 2025Q3: 100,885 shares 100,885 $17.1M 0.03% -17,439 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: 14,122 shares; 2024Q4: 11,325 shares; 2025Q1: 10,113 shares; 2025Q2: 16,340 shares; 2025Q3: 34,046 shares 34,046 $17M 0.03% +17,706 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,249 shares; 2024Q4: 91,899 shares; 2025Q1: 59,870 shares; 2025Q2: 80,895 shares; 2025Q3: 76,113 shares 76,113 $17M 0.03% -4,782 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,929 shares; 2024Q4: 12,842 shares; 2025Q1: 181,261 shares; 2025Q2: 162,071 shares; 2025Q3: 163,480 shares 163,480 $16.7M 0.03% +1,409 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: 248,410 shares; 2024Q4: 175,278 shares; 2025Q1: 172,744 shares; 2025Q2: 200,346 shares; 2025Q3: 198,097 shares 198,097 $16.5M 0.03% -2,249 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: 141,567 shares; 2024Q4: 114,124 shares; 2025Q1: 110,979 shares; 2025Q2: 110,179 shares; 2025Q3: 124,763 shares 124,763 $16.5M 0.03% +14,584 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: 188,363 shares; 2024Q4: 197,257 shares; 2025Q1: 187,154 shares; 2025Q2: 193,710 shares; 2025Q3: 212,378 shares 212,378 $16.3M 0.03% +18,668 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,262 shares; 2024Q4: 30,116 shares; 2025Q1: 30,667 shares; 2025Q2: 32,154 shares; 2025Q3: 33,128 shares 33,128 $16.2M 0.03% +974 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: 79,513 shares; 2024Q4: 47,691 shares; 2025Q1: 45,558 shares; 2025Q2: 47,440 shares; 2025Q3: 49,098 shares 49,098 $15.9M 0.03% +1,658 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047,749 shares; 2024Q4: 1,786,962 shares; 2025Q1: 1,290,238 shares; 2025Q2: 967,509 shares; 2025Q3: 578,381 shares 578,381 $15.8M 0.02% -389,128 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,616 shares; 2024Q4: 120,269 shares; 2025Q1: 109,394 shares; 2025Q2: 113,615 shares; 2025Q3: 111,061 shares 111,061 $15.7M 0.02% -2,554 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,587 shares; 2024Q4: 353,561 shares; 2025Q1: 281,385 shares; 2025Q2: 239,902 shares; 2025Q3: 190,518 shares 190,518 $15.7M 0.02% -49,384 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,882 shares; 2024Q4: 318,213 shares; 2025Q1: 281,463 shares; 2025Q2: 271,833 shares; 2025Q3: 208,511 shares 208,511 $15.5M 0.02% -63,322 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,991 shares; 2024Q4: 182,084 shares; 2025Q1: 170,165 shares; 2025Q2: 193,495 shares; 2025Q3: 215,337 shares 215,337 $15.4M 0.02% +21,842 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: 122,608 shares; 2024Q4: 167,789 shares; 2025Q1: 70,613 shares; 2025Q2: 105,846 shares; 2025Q3: 99,783 shares 99,783 $15.4M 0.02% -6,063 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322,710 shares; 2024Q4: 2,344,533 shares; 2025Q1: 45,693 shares; 2025Q2: 2,263,808 shares; 2025Q3: 1,884,863 shares 1,884,863 $15.3M 0.02% -378,945 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 7,194 shares; 2025Q1: 3,224 shares; 2025Q2: 2,202 shares; 2025Q3: 31,609 shares 31,609 $15.3M 0.02% +29,407 ICSH 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: 1,068,669 shares; 2024Q4: 806,779 shares; 2025Q1: 257,342 shares; 2025Q2: 253,571 shares; 2025Q3: 300,307 shares 300,307 $15.2M 0.02% +46,736 Timeline EMXC 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: 224,363 shares; 2024Q4: 210,439 shares; 2025Q1: 307,944 shares; 2025Q2: 155,886 shares; 2025Q3: 225,732 shares 225,732 $15.2M 0.02% +69,846 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,207 shares; 2024Q4: 305,330 shares; 2025Q1: 261,999 shares; 2025Q2: 248,389 shares; 2025Q3: 248,278 shares 248,278 $15.2M 0.02% -111 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,594 shares; 2024Q4: 16,507 shares; 2025Q1: 15,961 shares; 2025Q2: 15,396 shares; 2025Q3: 10,107 shares 10,107 $15.1M 0.02% -5,289 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873,872 shares; 2024Q4: 1,629,343 shares; 2025Q1: 498,433 shares; 2025Q2: 481,842 shares; 2025Q3: 472,126 shares 472,126 $15.1M 0.02% -9,716 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 96,077 shares; 2025Q1: 96,150 shares; 2025Q2: 97,140 shares; 2025Q3: 97,011 shares 97,011 $15M 0.02% -129 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,113 shares; 2024Q4: 139,655 shares; 2025Q1: 74,265 shares; 2025Q2: 67,522 shares; 2025Q3: 66,438 shares 66,438 $14.9M 0.02% -1,084 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,753 shares; 2024Q4: 136,551 shares; 2025Q1: 138,602 shares; 2025Q2: 147,919 shares; 2025Q3: 139,262 shares 139,262 $14.9M 0.02% -8,657 Timeline FDLO 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: 279,129 shares; 2024Q4: 266,044 shares; 2025Q1: 235,527 shares; 2025Q2: 236,209 shares; 2025Q3: 224,377 shares 224,377 $14.8M 0.02% -11,832 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,013 shares; 2024Q4: 24,140 shares; 2025Q1: 18,225 shares; 2025Q2: 18,166 shares; 2025Q3: 21,087 shares 21,087 $14.7M 0.02% +2,921 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,032 shares; 2024Q4: 340,347 shares; 2025Q1: 280,789 shares; 2025Q2: 163,039 shares; 2025Q3: 163,990 shares 163,990 $14.7M 0.02% +951 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,189 shares; 2024Q4: 52,513 shares; 2025Q1: 50,904 shares; 2025Q2: 50,927 shares; 2025Q3: 46,229 shares 46,229 $14.7M 0.02% -4,698 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140,733 shares; 2024Q4: 2,175,806 shares; 2025Q1: 1,964,910 shares; 2025Q2: 1,709,565 shares; 2025Q3: 463,729 shares 463,729 $14.6M 0.02% -1,245,836 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: 80,836 shares; 2024Q4: 74,301 shares; 2025Q1: 75,981 shares; 2025Q2: 73,436 shares; 2025Q3: 77,163 shares 77,163 $14.5M 0.02% +3,727 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,708 shares; 2024Q4: 61,027 shares; 2025Q1: 63,761 shares; 2025Q2: 64,907 shares; 2025Q3: 31,197 shares 31,197 $14.5M 0.02% -33,710 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,432 shares; 2024Q4: 63,403 shares; 2025Q1: 60,069 shares; 2025Q2: 120,692 shares; 2025Q3: 180,684 shares 180,684 $14.4M 0.02% +59,992 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: 147,577 shares; 2024Q4: 122,456 shares; 2025Q1: 118,000 shares; 2025Q2: 113,949 shares; 2025Q3: 110,435 shares 110,435 $14.3M 0.02% -3,514 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,841 shares; 2024Q4: 81,599 shares; 2025Q1: 83,006 shares; 2025Q2: 86,918 shares; 2025Q3: 177,622 shares 177,622 $14.2M 0.02% +90,704 Timeline EWJ 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: 234,404 shares; 2024Q4: 223,232 shares; 2025Q1: 296,178 shares; 2025Q2: 162,900 shares; 2025Q3: 175,829 shares 175,829 $14.1M 0.02% +12,929 Timeline AVSC 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: 225,435 shares; 2024Q4: 243,385 shares; 2025Q1: 242,946 shares; 2025Q2: 197,605 shares; 2025Q3: 203,397 shares 203,397 $13.9M 0.02% +5,792 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,313 shares; 2024Q4: 33,986 shares; 2025Q1: 31,241 shares; 2025Q2: 39,069 shares; 2025Q3: 281,335 shares 281,335 $13.8M 0.02% +242,266 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: 247,887 shares; 2024Q4: 247,975 shares; 2025Q1: 234,350 shares; 2025Q2: 231,024 shares; 2025Q3: 201,797 shares 201,797 $13.7M 0.02% -29,227 Timeline QQEW 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: 85,696 shares; 2024Q4: 87,733 shares; 2025Q1: 92,622 shares; 2025Q2: 93,192 shares; 2025Q3: 95,762 shares 95,762 $13.5M 0.02% +2,570 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: 40,139 shares; 2024Q4: 41,517 shares; 2025Q1: 38,762 shares; 2025Q2: 38,783 shares; 2025Q3: 43,220 shares 43,220 $13.5M 0.02% +4,437 Timeline NEAR 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: 411,587 shares; 2024Q4: 344,302 shares; 2025Q1: not reported; 2025Q2: 306,453 shares; 2025Q3: 263,287 shares 263,287 $13.5M 0.02% -43,166 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: 36,969 shares; 2024Q4: 9,114 shares; 2025Q1: 22,086 shares; 2025Q2: 25,689 shares; 2025Q3: 536,402 shares 536,402 $13.5M 0.02% +510,713 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: 73,771 shares; 2024Q4: 83,938 shares; 2025Q1: 74,637 shares; 2025Q2: 64,874 shares; 2025Q3: 43,554 shares 43,554 $13.5M 0.02% -21,320 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,006 shares; 2024Q4: 131,513 shares; 2025Q1: 138,590 shares; 2025Q2: 139,230 shares; 2025Q3: 133,187 shares 133,187 $13.4M 0.02% -6,043 Timeline ESGE 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: 302,213 shares; 2024Q4: 294,656 shares; 2025Q1: 611,584 shares; 2025Q2: 272,469 shares; 2025Q3: 305,782 shares 305,782 $13.3M 0.02% +33,313 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,528 shares; 2025Q2: 5,236 shares; 2025Q3: 115,518 shares 115,518 $13.3M 0.02% +110,282 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: 107,011 shares; 2024Q4: 29,519 shares; 2025Q1: 27,344 shares; 2025Q2: 24,378 shares; 2025Q3: 26,833 shares 26,833 $13.2M 0.02% +2,455 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,066 shares; 2024Q4: 188,130 shares; 2025Q1: 186,729 shares; 2025Q2: 187,219 shares; 2025Q3: 145,312 shares 145,312 $13.2M 0.02% -41,907 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,176 shares; 2024Q4: 218,800 shares; 2025Q1: 311,809 shares; 2025Q2: 418,034 shares; 2025Q3: 598,855 shares 598,855 $13.2M 0.02% +180,821 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,473 shares; 2024Q4: 224,732 shares; 2025Q1: 204,191 shares; 2025Q2: 200,408 shares; 2025Q3: 194,562 shares 194,562 $13.2M 0.02% -5,846 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,853 shares; 2024Q4: 25,690 shares; 2025Q1: 123,660 shares; 2025Q2: 146,432 shares; 2025Q3: 165,207 shares 165,207 $12.9M 0.02% +18,775 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: 91,073 shares; 2024Q4: 91,690 shares; 2025Q1: 87,886 shares; 2025Q2: 81,436 shares; 2025Q3: 81,593 shares 81,593 $12.8M 0.02% +157 Timeline MDYG 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: 204,879 shares; 2024Q4: 159,620 shares; 2025Q1: 145,047 shares; 2025Q2: 148,326 shares; 2025Q3: 139,771 shares 139,771 $12.8M 0.02% -8,555 Timeline ILCG 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: 102,718 shares; 2024Q4: 119,672 shares; 2025Q1: 250,294 shares; 2025Q2: 118,938 shares; 2025Q3: 122,449 shares 122,449 $12.8M 0.02% +3,511 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,175 shares; 2024Q4: 91,528 shares; 2025Q1: 54,671 shares; 2025Q2: 51,029 shares; 2025Q3: 51,583 shares 51,583 $12.8M 0.02% +554 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: 25,433 shares; 2024Q4: 24,213 shares; 2025Q1: 23,947 shares; 2025Q2: 22,899 shares; 2025Q3: 25,895 shares 25,895 $12.7M 0.02% +2,996 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: 91,513 shares; 2024Q4: 88,207 shares; 2025Q1: 101,042 shares; 2025Q2: 99,552 shares; 2025Q3: 95,330 shares 95,330 $12.7M 0.02% -4,222 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,330 shares; 2024Q4: 204,410 shares; 2025Q1: 349,983 shares; 2025Q2: 368,533 shares; 2025Q3: 387,894 shares 387,894 $12.7M 0.02% +19,361 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,560 shares; 2024Q4: 75,822 shares; 2025Q1: 69,277 shares; 2025Q2: 66,540 shares; 2025Q3: 71,973 shares 71,973 $12.7M 0.02% +5,433 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,530 shares; 2024Q4: 245,819 shares; 2025Q1: 226,291 shares; 2025Q2: 229,374 shares; 2025Q3: 247,711 shares 247,711 $12.5M 0.02% +18,337 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,555 shares; 2024Q4: 755,910 shares; 2025Q1: 747,207 shares; 2025Q2: 607,398 shares; 2025Q3: 393,858 shares 393,858 $12.4M 0.02% -213,540 Timeline EZU 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: 251,756 shares; 2024Q4: 231,230 shares; 2025Q1: 137,401 shares; 2025Q2: 2,595,735 shares; 2025Q3: 199,326 shares 199,326 $12.3M 0.02% -2,396,409 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,342 shares; 2024Q4: 726,435 shares; 2025Q1: 728,576 shares; 2025Q2: 719,584 shares; 2025Q3: 712,225 shares 712,225 $12.3M 0.02% -7,359 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071,852 shares; 2024Q4: 1,046,058 shares; 2025Q1: 1,041,923 shares; 2025Q2: 1,082,444 shares; 2025Q3: 341,164 shares 341,164 $12.2M 0.02% -741,280 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,020 shares; 2024Q4: 197,537 shares; 2025Q1: 193,685 shares; 2025Q2: 189,915 shares; 2025Q3: 185,385 shares 185,385 $12.2M 0.02% -4,530 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,601 shares; 2024Q4: 339,244 shares; 2025Q1: 339,328 shares; 2025Q2: 357,391 shares; 2025Q3: 356,588 shares 356,588 $12M 0.02% -803 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,519 shares; 2024Q4: 199,108 shares; 2025Q1: 178,325 shares; 2025Q2: 166,758 shares; 2025Q3: 130,891 shares 130,891 $12M 0.02% -35,867 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: 104,462 shares; 2024Q4: 100,939 shares; 2025Q1: 196,494 shares; 2025Q2: 89,618 shares; 2025Q3: 83,926 shares 83,926 $11.9M 0.02% -5,692 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,152 shares; 2024Q4: 190,154 shares; 2025Q1: 177,841 shares; 2025Q2: 180,929 shares; 2025Q3: 183,693 shares 183,693 $11.9M 0.02% +2,764 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,985 shares; 2024Q4: 182,235 shares; 2025Q1: 168,103 shares; 2025Q2: 159,703 shares; 2025Q3: 83,847 shares 83,847 $11.8M 0.02% -75,856 Timeline SPLV 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: 118,986 shares; 2024Q4: 115,937 shares; 2025Q1: 160,466 shares; 2025Q2: 159,091 shares; 2025Q3: 162,718 shares 162,718 $11.8M 0.02% +3,627 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,702 shares; 2024Q4: 134,187 shares; 2025Q1: 138,331 shares; 2025Q2: 106,363 shares; 2025Q3: 138,229 shares 138,229 $11.6M 0.02% +31,866 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: 124,084 shares; 2024Q4: 66,878 shares; 2025Q1: 64,421 shares; 2025Q2: 64,622 shares; 2025Q3: 61,485 shares 61,485 $11.6M 0.02% -3,137 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,071 shares; 2024Q4: 92,569 shares; 2025Q1: 92,770 shares; 2025Q2: 90,143 shares; 2025Q3: 90,040 shares 90,040 $11.6M 0.02% -103 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,752 shares; 2024Q4: 18,460 shares; 2025Q1: 75,158 shares; 2025Q2: 41,919 shares; 2025Q3: 34,883 shares 34,883 $11.6M 0.02% -7,036 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: 28,906 shares; 2024Q4: 38,185 shares; 2025Q1: 36,652 shares; 2025Q2: 39,697 shares; 2025Q3: 43,137 shares 43,137 $11.5M 0.02% +3,440 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,009 shares; 2024Q4: 207,323 shares; 2025Q1: 222,530 shares; 2025Q2: 229,233 shares; 2025Q3: 258,174 shares 258,174 $11.4M 0.02% +28,941 Timeline