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: 21,368,471 shares; 2024Q4: 21,653,460 shares; 2025Q1: 21,831,744 shares; 2025Q2: 22,229,974 shares; 2025Q3: 22,735,267 shares 22,735,267 $15.2B 11.63% +505,293 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: 91,686,451 shares; 2024Q4: 100,567,828 shares; 2025Q1: 108,563,586 shares; 2025Q2: 114,896,140 shares; 2025Q3: 124,942,968 shares 124,942,968 $9.29B 7.1% +10,046,828 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: 145,118,743 shares; 2024Q4: 143,281,080 shares; 2025Q1: 138,346,303 shares; 2025Q2: 132,070,439 shares; 2025Q3: 128,084,556 shares 128,084,556 $7.67B 5.86% -3,985,883 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: 73,250,119 shares; 2024Q4: 76,994,604 shares; 2025Q1: 80,140,007 shares; 2025Q2: 83,062,157 shares; 2025Q3: 87,966,062 shares 87,966,062 $5.03B 3.84% +4,903,905 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: 70,336,905 shares; 2024Q4: 70,663,640 shares; 2025Q1: 72,470,640 shares; 2025Q2: 73,244,097 shares; 2025Q3: 75,109,409 shares 75,109,409 $4.95B 3.78% +1,865,312 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: 53,357,013 shares; 2024Q4: 68,708,048 shares; 2025Q1: 86,619,802 shares; 2025Q2: 99,636,348 shares; 2025Q3: 112,764,556 shares 112,764,556 $4.83B 3.69% +13,128,208 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: 12,839,996 shares; 2024Q4: 12,731,448 shares; 2025Q1: 12,677,960 shares; 2025Q2: 12,591,614 shares; 2025Q3: 12,394,725 shares 12,394,725 $3.82B 2.92% -196,889 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: 9,615,504 shares; 2024Q4: 10,295,510 shares; 2025Q1: 10,175,738 shares; 2025Q2: 10,174,834 shares; 2025Q3: 10,884,515 shares 10,884,515 $2.77B 2.12% +709,681 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: 29,491,836 shares; 2024Q4: 30,413,021 shares; 2025Q1: 30,820,373 shares; 2025Q2: 31,140,324 shares; 2025Q3: 32,029,687 shares 32,029,687 $2.51B 1.92% +889,363 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: 8,180,070 shares; 2024Q4: 8,086,671 shares; 2025Q1: 8,212,002 shares; 2025Q2: 8,406,520 shares; 2025Q3: 8,331,100 shares 8,331,100 $2.45B 1.87% -75,420 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: 24,067,807 shares; 2024Q4: 24,612,975 shares; 2025Q1: 25,005,319 shares; 2025Q2: 25,511,256 shares; 2025Q3: 26,438,339 shares 26,438,339 $2.22B 1.7% +927,083 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: 7,599,372 shares; 2024Q4: 8,817,922 shares; 2025Q1: 9,335,009 shares; 2025Q2: 9,143,670 shares; 2025Q3: 11,481,241 shares 11,481,241 $2.14B 1.64% +2,337,571 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: 27,919,139 shares; 2024Q4: 82,467,395 shares; 2025Q1: 82,661,328 shares; 2025Q2: 81,577,917 shares; 2025Q3: 80,734,185 shares 80,734,185 $2.13B 1.62% -843,732 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: 6,826,515 shares; 2024Q4: 6,620,100 shares; 2025Q1: 6,539,772 shares; 2025Q2: 6,351,163 shares; 2025Q3: 6,204,269 shares 6,204,269 $2.04B 1.56% -146,894 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976,452 shares; 2024Q4: 2,941,899 shares; 2025Q1: 2,989,193 shares; 2025Q2: 2,931,720 shares; 2025Q3: 2,984,649 shares 2,984,649 $1.99B 1.52% +52,929 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: 6,339,510 shares; 2024Q4: 9,618,979 shares; 2025Q1: 14,443,482 shares; 2025Q2: 18,388,604 shares; 2025Q3: 20,621,860 shares 20,621,860 $1.84B 1.4% +2,233,256 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559,944 shares; 2024Q4: 2,655,768 shares; 2025Q1: 2,784,681 shares; 2025Q2: 2,915,631 shares; 2025Q3: 3,344,533 shares 3,344,533 $1.73B 1.32% +428,902 Timeline XLRE 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: 29,147,305 shares; 2024Q4: 31,927,658 shares; 2025Q1: 34,507,302 shares; 2025Q2: 37,386,268 shares; 2025Q3: 40,704,991 shares 40,704,991 $1.71B 1.31% +3,318,723 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: 6,185,424 shares; 2024Q4: 7,991,514 shares; 2025Q1: 11,240,479 shares; 2025Q2: 14,595,072 shares; 2025Q3: 16,802,461 shares 16,802,461 $1.67B 1.28% +2,207,389 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: 11,211,136 shares; 2024Q4: 13,243,407 shares; 2025Q1: 16,821,024 shares; 2025Q2: 20,228,460 shares; 2025Q3: 22,684,991 shares 22,684,991 $1.55B 1.19% +2,456,531 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,094,244 shares; 2024Q4: 40,362,015 shares; 2025Q1: 43,214,109 shares; 2025Q2: 45,354,564 shares; 2025Q3: 48,756,348 shares 48,756,348 $1.48B 1.13% +3,401,784 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,519,446 shares; 2024Q4: 17,995,579 shares; 2025Q1: 17,699,815 shares; 2025Q2: 17,982,959 shares; 2025Q3: 17,808,671 shares 17,808,671 $1.43B 1.09% -174,288 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: 12,627,580 shares; 2024Q4: 13,224,764 shares; 2025Q1: 13,121,147 shares; 2025Q2: 12,339,988 shares; 2025Q3: 13,191,212 shares 13,191,212 $1.4B 1.07% +851,224 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: 2,709,007 shares; 2024Q4: 2,701,189 shares; 2025Q1: 2,761,647 shares; 2025Q2: 2,764,486 shares; 2025Q3: 2,794,034 shares 2,794,034 $1.4B 1.07% +29,548 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: 24,963,386 shares; 2024Q4: 25,130,883 shares; 2025Q1: 26,149,018 shares; 2025Q2: 26,851,781 shares; 2025Q3: 26,101,247 shares 26,101,247 $1.31B 1% -750,534 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: 16,156,844 shares; 2024Q4: 14,891,985 shares; 2025Q1: 14,212,091 shares; 2025Q2: 13,676,143 shares; 2025Q3: 13,258,724 shares 13,258,724 $1.21B 0.93% -417,419 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: 12,631,424 shares; 2024Q4: 12,879,420 shares; 2025Q1: 12,704,025 shares; 2025Q2: 12,373,724 shares; 2025Q3: 11,970,111 shares 11,970,111 $1.2B 0.92% -403,613 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,995,882 shares; 2024Q4: 23,247,782 shares; 2025Q1: 22,673,981 shares; 2025Q2: 22,882,892 shares; 2025Q3: 22,369,067 shares 22,369,067 $1.05B 0.8% -513,825 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: 20,014,773 shares; 2024Q4: 19,405,127 shares; 2025Q1: 19,008,101 shares; 2025Q2: 18,875,383 shares; 2025Q3: 18,604,973 shares 18,604,973 $1.01B 0.77% -270,410 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: 11,557,959 shares; 2024Q4: 12,733,211 shares; 2025Q1: 13,762,501 shares; 2025Q2: 15,055,511 shares; 2025Q3: 16,456,953 shares 16,456,953 $988M 0.75% +1,401,442 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: 21,048,811 shares; 2024Q4: 41,738,185 shares; 2025Q1: 41,257,141 shares; 2025Q2: 41,355,792 shares; 2025Q3: 40,928,992 shares 40,928,992 $953M 0.73% -426,800 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: 9,830,646 shares; 2024Q4: 28,594,739 shares; 2025Q1: 28,918,993 shares; 2025Q2: 29,603,590 shares; 2025Q3: 29,528,019 shares 29,528,019 $875M 0.67% -75,571 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: 1,254,474 shares; 2024Q4: 1,262,187 shares; 2025Q1: 1,321,307 shares; 2025Q2: 1,343,735 shares; 2025Q3: 1,394,852 shares 1,394,852 $854M 0.65% +51,117 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099,667 shares; 2024Q4: 3,280,141 shares; 2025Q1: 3,401,986 shares; 2025Q2: 3,510,082 shares; 2025Q3: 3,876,106 shares 3,876,106 $851M 0.65% +366,024 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: 14,143,862 shares; 2024Q4: 14,071,843 shares; 2025Q1: 13,945,494 shares; 2025Q2: 14,095,721 shares; 2025Q3: 13,907,074 shares 13,907,074 $810M 0.62% -188,647 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: 21,228,179 shares; 2024Q4: 20,433,800 shares; 2025Q1: 20,078,302 shares; 2025Q2: 19,526,618 shares; 2025Q3: 19,125,476 shares 19,125,476 $638M 0.49% -401,142 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: 716,847 shares; 2024Q4: 728,996 shares; 2025Q1: 779,775 shares; 2025Q2: 887,651 shares; 2025Q3: 849,468 shares 849,468 $624M 0.48% -38,183 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: 1,946,827 shares; 2024Q4: 1,973,686 shares; 2025Q1: 2,169,862 shares; 2025Q2: 2,297,999 shares; 2025Q3: 2,564,366 shares 2,564,366 $623M 0.48% +266,367 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: 3,685,987 shares; 2024Q4: 3,649,157 shares; 2025Q1: 3,619,849 shares; 2025Q2: 3,603,154 shares; 2025Q3: 3,575,036 shares 3,575,036 $504M 0.39% -28,118 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: 779,322 shares; 2024Q4: 846,244 shares; 2025Q1: 961,859 shares; 2025Q2: 1,081,125 shares; 2025Q3: 1,517,896 shares 1,517,896 $501M 0.38% +436,771 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: 1,880,342 shares; 2024Q4: 1,894,751 shares; 2025Q1: 1,998,547 shares; 2025Q2: 1,965,440 shares; 2025Q3: 1,964,964 shares 1,964,964 $500M 0.38% -476 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,699,563 shares; 2024Q4: 24,294,749 shares; 2025Q1: 23,399,832 shares; 2025Q2: 22,634,627 shares; 2025Q3: 21,709,204 shares 21,709,204 $468M 0.36% -925,423 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139,115 shares; 2024Q4: 1,179,960 shares; 2025Q1: 1,335,043 shares; 2025Q2: 1,364,887 shares; 2025Q3: 1,460,896 shares 1,460,896 $461M 0.35% +96,009 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: 1,544,297 shares; 2024Q4: 1,545,624 shares; 2025Q1: 1,596,260 shares; 2025Q2: 1,678,127 shares; 2025Q3: 1,786,103 shares 1,786,103 $435M 0.33% +107,976 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: 590,395 shares; 2024Q4: 604,466 shares; 2025Q1: 651,286 shares; 2025Q2: 655,810 shares; 2025Q3: 695,672 shares 695,672 $418M 0.32% +39,862 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: 896,484 shares; 2024Q4: 863,404 shares; 2025Q1: 878,790 shares; 2025Q2: 858,358 shares; 2025Q3: 911,747 shares 911,747 $405M 0.31% +53,389 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: 4,833,346 shares; 2024Q4: 4,696,161 shares; 2025Q1: 4,499,028 shares; 2025Q2: 4,279,272 shares; 2025Q3: 4,145,773 shares 4,145,773 $318M 0.24% -133,499 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: 5,004,261 shares; 2024Q4: 4,944,508 shares; 2025Q1: 5,002,993 shares; 2025Q2: 4,800,760 shares; 2025Q3: 4,787,999 shares 4,787,999 $312M 0.24% -12,761 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149,914 shares; 2024Q4: 2,123,293 shares; 2025Q1: 2,143,444 shares; 2025Q2: 2,117,760 shares; 2025Q3: 2,103,130 shares 2,103,130 $306M 0.23% -14,630 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486,417 shares; 2024Q4: 2,555,209 shares; 2025Q1: 2,565,673 shares; 2025Q2: 2,636,435 shares; 2025Q3: 2,753,494 shares 2,753,494 $294M 0.22% +117,059 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,094,257 shares; 2024Q4: 8,923,341 shares; 2025Q1: 7,037,588 shares; 2025Q2: 5,425,374 shares; 2025Q3: 4,957,148 shares 4,957,148 $283M 0.22% -468,226 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: 774,912 shares; 2024Q4: 769,356 shares; 2025Q1: 826,192 shares; 2025Q2: 835,615 shares; 2025Q3: 992,149 shares 992,149 $279M 0.21% +156,534 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: 228,526 shares; 2024Q4: 235,537 shares; 2025Q1: 257,976 shares; 2025Q2: 266,992 shares; 2025Q3: 353,081 shares 353,081 $269M 0.21% +86,089 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: 566,729 shares; 2024Q4: 576,941 shares; 2025Q1: 637,229 shares; 2025Q2: 654,325 shares; 2025Q3: 762,993 shares 762,993 $260M 0.2% +108,668 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: 3,667,805 shares; 2024Q4: 3,604,136 shares; 2025Q1: 3,559,740 shares; 2025Q2: 3,530,566 shares; 2025Q3: 3,457,489 shares 3,457,489 $250M 0.19% -73,077 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934,244 shares; 2024Q4: 6,831,323 shares; 2025Q1: 6,966,496 shares; 2025Q2: 6,915,048 shares; 2025Q3: 7,360,130 shares 7,360,130 $249M 0.19% +445,082 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: 513,327 shares; 2024Q4: 513,220 shares; 2025Q1: 532,904 shares; 2025Q2: 542,737 shares; 2025Q3: 612,501 shares 612,501 $248M 0.19% +69,764 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,807 shares; 2024Q4: 330,659 shares; 2025Q1: 1,812,788 shares; 2025Q2: 2,970,972 shares; 2025Q3: 3,017,159 shares 3,017,159 $243M 0.19% +46,187 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393,443 shares; 2024Q4: 1,382,915 shares; 2025Q1: 1,427,105 shares; 2025Q2: 1,441,987 shares; 2025Q3: 1,579,575 shares 1,579,575 $243M 0.19% +137,588 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: 224,169 shares; 2024Q4: 221,852 shares; 2025Q1: 238,386 shares; 2025Q2: 244,564 shares; 2025Q3: 261,933 shares 261,933 $242M 0.19% +17,369 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: 947,415 shares; 2024Q4: 1,103,362 shares; 2025Q1: 1,108,152 shares; 2025Q2: 1,092,441 shares; 2025Q3: 1,117,273 shares 1,117,273 $241M 0.18% +24,832 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: 658,314 shares; 2024Q4: 652,649 shares; 2025Q1: 667,125 shares; 2025Q2: 657,797 shares; 2025Q3: 655,263 shares 655,263 $239M 0.18% -2,534 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800,743 shares; 2024Q4: 1,890,313 shares; 2025Q1: 2,023,485 shares; 2025Q2: 2,099,675 shares; 2025Q3: 2,288,739 shares 2,288,739 $236M 0.18% +189,064 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: 2,839,297 shares; 2024Q4: 2,769,313 shares; 2025Q1: 2,910,999 shares; 2025Q2: 2,744,172 shares; 2025Q3: 2,699,593 shares 2,699,593 $236M 0.18% -44,579 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: 5,471,095 shares; 2024Q4: 5,390,141 shares; 2025Q1: 5,295,811 shares; 2025Q2: 5,251,545 shares; 2025Q3: 5,128,384 shares 5,128,384 $229M 0.18% -123,161 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: 750,811 shares; 2024Q4: 761,073 shares; 2025Q1: 843,026 shares; 2025Q2: 839,083 shares; 2025Q3: 970,143 shares 970,143 $225M 0.17% +131,060 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: 437,035 shares; 2024Q4: 454,542 shares; 2025Q1: 462,628 shares; 2025Q2: 467,125 shares; 2025Q3: 461,381 shares 461,381 $216M 0.17% -5,744 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: 988,403 shares; 2024Q4: 984,930 shares; 2025Q1: 1,082,877 shares; 2025Q2: 1,055,881 shares; 2025Q3: 1,145,030 shares 1,145,030 $212M 0.16% +89,149 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801,232 shares; 2024Q4: 1,780,400 shares; 2025Q1: 1,779,468 shares; 2025Q2: 1,766,032 shares; 2025Q3: 1,877,399 shares 1,877,399 $212M 0.16% +111,367 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: 2,044,956 shares; 2024Q4: 2,022,147 shares; 2025Q1: 2,110,629 shares; 2025Q2: 2,085,026 shares; 2025Q3: 2,071,253 shares 2,071,253 $193M 0.15% -13,773 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: 2,666,608 shares; 2024Q4: 2,683,925 shares; 2025Q1: 2,987,921 shares; 2025Q2: 3,053,878 shares; 2025Q3: 3,535,527 shares 3,535,527 $182M 0.14% +481,649 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: 110,551 shares; 2024Q4: 117,600 shares; 2025Q1: 124,269 shares; 2025Q2: 132,313 shares; 2025Q3: 145,462 shares 145,462 $174M 0.13% +13,149 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: 247,981 shares; 2024Q4: 248,635 shares; 2025Q1: 323,637 shares; 2025Q2: 263,805 shares; 2025Q3: 286,128 shares 286,128 $171M 0.13% +22,323 Timeline DOL 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: 2,722,436 shares; 2024Q4: 2,722,945 shares; 2025Q1: 2,694,168 shares; 2025Q2: 2,674,042 shares; 2025Q3: 2,683,179 shares 2,683,179 $167M 0.13% +9,137 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753,627 shares; 2024Q4: 1,646,514 shares; 2025Q1: 1,543,663 shares; 2025Q2: 1,438,272 shares; 2025Q3: 1,378,438 shares 1,378,438 $165M 0.13% -59,834 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: 227,915 shares; 2024Q4: 241,658 shares; 2025Q1: 262,465 shares; 2025Q2: 275,950 shares; 2025Q3: 343,917 shares 343,917 $164M 0.13% +67,967 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: 495,686 shares; 2024Q4: 469,944 shares; 2025Q1: 498,284 shares; 2025Q2: 532,247 shares; 2025Q3: 566,927 shares 566,927 $158M 0.12% +34,680 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: 3,563,358 shares; 2024Q4: 3,548,218 shares; 2025Q1: 3,519,193 shares; 2025Q2: 3,497,364 shares; 2025Q3: 3,425,004 shares 3,425,004 $158M 0.12% -72,360 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: 1,416,016 shares; 2024Q4: 1,566,357 shares; 2025Q1: 1,368,842 shares; 2025Q2: 1,283,517 shares; 2025Q3: 1,271,447 shares 1,271,447 $151M 0.12% -12,070 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: 271,283 shares; 2024Q4: 294,489 shares; 2025Q1: 297,378 shares; 2025Q2: 296,917 shares; 2025Q3: 310,408 shares 310,408 $149M 0.11% +13,491 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: 205,594 shares; 2024Q4: 219,259 shares; 2025Q1: 235,562 shares; 2025Q2: 243,590 shares; 2025Q3: 259,281 shares 259,281 $147M 0.11% +15,691 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: 7 shares; 2024Q4: 11 shares; 2025Q1: 201 shares; 2025Q2: 199 shares; 2025Q3: 195 shares 195 $147M 0.11% -4 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230,874 shares; 2024Q4: 1,243,747 shares; 2025Q1: 1,253,912 shares; 2025Q2: 1,276,648 shares; 2025Q3: 1,231,498 shares 1,231,498 $146M 0.11% -45,150 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: 808,863 shares; 2024Q4: 820,606 shares; 2025Q1: 891,514 shares; 2025Q2: 911,236 shares; 2025Q3: 1,067,760 shares 1,067,760 $143M 0.11% +156,524 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: 560,710 shares; 2024Q4: 593,418 shares; 2025Q1: 603,746 shares; 2025Q2: 567,965 shares; 2025Q3: 568,709 shares 568,709 $138M 0.11% +744 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: 619,556 shares; 2024Q4: 666,212 shares; 2025Q1: 688,663 shares; 2025Q2: 699,001 shares; 2025Q3: 717,909 shares 717,909 $134M 0.1% +18,908 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: 3,100,924 shares; 2024Q4: 3,134,767 shares; 2025Q1: 3,016,410 shares; 2025Q2: 2,858,713 shares; 2025Q3: 2,829,374 shares 2,829,374 $131M 0.1% -29,339 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333,310 shares; 2024Q4: 4,524,557 shares; 2025Q1: 4,549,705 shares; 2025Q2: 4,689,773 shares; 2025Q3: 4,678,377 shares 4,678,377 $131M 0.1% -11,396 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665,687 shares; 2024Q4: 2,411,399 shares; 2025Q1: 2,219,274 shares; 2025Q2: 2,008,095 shares; 2025Q3: 1,923,136 shares 1,923,136 $129M 0.1% -84,959 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852,532 shares; 2024Q4: 1,862,861 shares; 2025Q1: 1,928,928 shares; 2025Q2: 1,955,851 shares; 2025Q3: 1,938,484 shares 1,938,484 $129M 0.1% -17,367 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: 432,210 shares; 2025Q1: 794,786 shares; 2025Q2: 866,484 shares; 2025Q3: 876,976 shares 876,976 $128M 0.1% +10,492 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: 1,169,824 shares; 2024Q4: 1,341,540 shares; 2025Q1: 1,424,407 shares; 2025Q2: 1,418,730 shares; 2025Q3: 1,389,004 shares 1,389,004 $127M 0.1% -29,726 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: 300,740 shares; 2024Q4: 325,453 shares; 2025Q1: 350,962 shares; 2025Q2: 362,828 shares; 2025Q3: 440,246 shares 440,246 $124M 0.09% +77,418 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417,842 shares; 2024Q4: 1,386,224 shares; 2025Q1: 1,384,297 shares; 2025Q2: 1,412,192 shares; 2025Q3: 1,404,483 shares 1,404,483 $122M 0.09% -7,709 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: 1,341,298 shares; 2024Q4: 4,333,971 shares; 2025Q1: 4,483,982 shares; 2025Q2: 4,376,728 shares; 2025Q3: 4,401,895 shares 4,401,895 $120M 0.09% +25,167 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: 545,842 shares; 2024Q4: 614,995 shares; 2025Q1: 652,414 shares; 2025Q2: 620,572 shares; 2025Q3: 748,273 shares 748,273 $116M 0.09% +127,701 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: 329,417 shares; 2024Q4: 355,997 shares; 2025Q1: 367,647 shares; 2025Q2: 360,264 shares; 2025Q3: 379,663 shares 379,663 $115M 0.09% +19,399 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: 223,520 shares; 2024Q4: 206,201 shares; 2025Q1: 225,128 shares; 2025Q2: 258,780 shares; 2025Q3: 562,375 shares 562,375 $115M 0.09% +303,595 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: 329,685 shares; 2024Q4: 467,137 shares; 2025Q1: 437,943 shares; 2025Q2: 484,616 shares; 2025Q3: 613,003 shares 613,003 $112M 0.09% +128,387 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: 1,318,746 shares; 2024Q4: 1,239,687 shares; 2025Q1: 1,155,709 shares; 2025Q2: 1,078,562 shares; 2025Q3: 1,019,058 shares 1,019,058 $111M 0.08% -59,504 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: 124,540 shares; 2024Q4: 123,639 shares; 2025Q1: 133,501 shares; 2025Q2: 140,772 shares; 2025Q3: 143,894 shares 143,894 $107M 0.08% +3,122 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: 524,533 shares; 2024Q4: 531,691 shares; 2025Q1: 536,335 shares; 2025Q2: 540,460 shares; 2025Q3: 524,353 shares 524,353 $107M 0.08% -16,107 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332,881 shares; 2024Q4: 2,298,672 shares; 2025Q1: 2,269,202 shares; 2025Q2: 2,260,339 shares; 2025Q3: 2,261,490 shares 2,261,490 $106M 0.08% +1,151 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: 1,155,964 shares; 2024Q4: 1,211,826 shares; 2025Q1: 1,388,989 shares; 2025Q2: 1,439,591 shares; 2025Q3: 1,530,885 shares 1,530,885 $105M 0.08% +91,294 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: 1,012,755 shares; 2024Q4: 1,036,624 shares; 2025Q1: 1,110,651 shares; 2025Q2: 1,155,647 shares; 2025Q3: 1,308,448 shares 1,308,448 $104M 0.08% +152,801 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,769 shares; 2024Q4: 482,809 shares; 2025Q1: 479,297 shares; 2025Q2: 481,857 shares; 2025Q3: 492,519 shares 492,519 $103M 0.08% +10,662 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,423 shares; 2024Q4: 112,736 shares; 2025Q1: 854,195 shares; 2025Q2: 3,092,202 shares; 2025Q3: 3,133,039 shares 3,133,039 $101M 0.08% +40,837 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: 940,934 shares; 2024Q4: 877,185 shares; 2025Q1: 943,238 shares; 2025Q2: 947,527 shares; 2025Q3: 1,197,909 shares 1,197,909 $100M 0.08% +250,382 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: 436,660 shares; 2024Q4: 405,949 shares; 2025Q1: 412,418 shares; 2025Q2: 441,405 shares; 2025Q3: 612,062 shares 612,062 $99M 0.08% +170,657 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: 526,640 shares; 2024Q4: 555,170 shares; 2025Q1: 603,485 shares; 2025Q2: 639,142 shares; 2025Q3: 700,804 shares 700,804 $98.4M 0.08% +61,662 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: 77,025 shares; 2024Q4: 84,727 shares; 2025Q1: 93,243 shares; 2025Q2: 111,895 shares; 2025Q3: 123,213 shares 123,213 $98.1M 0.07% +11,318 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,230 shares; 2024Q4: 2,230,486 shares; 2025Q1: 2,182,851 shares; 2025Q2: 2,161,189 shares; 2025Q3: 2,130,442 shares 2,130,442 $98M 0.07% -30,747 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: 1,223,855 shares; 2024Q4: 1,195,190 shares; 2025Q1: 1,358,100 shares; 2025Q2: 1,376,609 shares; 2025Q3: 1,347,842 shares 1,347,842 $96.2M 0.07% -28,767 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: 490,632 shares; 2024Q4: 492,317 shares; 2025Q1: 526,462 shares; 2025Q2: 537,528 shares; 2025Q3: 572,833 shares 572,833 $95.9M 0.07% +35,305 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: 1,034,166 shares; 2024Q4: 1,054,687 shares; 2025Q1: 1,413,277 shares; 2025Q2: 1,489,311 shares; 2025Q3: 1,592,397 shares 1,592,397 $93.7M 0.07% +103,086 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969,411 shares; 2024Q4: 1,985,027 shares; 2025Q1: 1,949,370 shares; 2025Q2: 1,924,187 shares; 2025Q3: 1,906,299 shares 1,906,299 $92.3M 0.07% -17,888 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: 410,660 shares; 2024Q4: 504,319 shares; 2025Q1: 570,606 shares; 2025Q2: 610,566 shares; 2025Q3: 639,502 shares 639,502 $91.2M 0.07% +28,936 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: 2,348,174 shares; 2024Q4: 2,297,986 shares; 2025Q1: 2,318,010 shares; 2025Q2: 2,335,241 shares; 2025Q3: 2,342,944 shares 2,342,944 $90.4M 0.07% +7,703 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: 842,472 shares; 2024Q4: 921,723 shares; 2025Q1: 998,197 shares; 2025Q2: 944,651 shares; 2025Q3: 1,076,508 shares 1,076,508 $90.4M 0.07% +131,857 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: 212,295 shares; 2024Q4: 207,319 shares; 2025Q1: 223,939 shares; 2025Q2: 237,551 shares; 2025Q3: 260,106 shares 260,106 $89.8M 0.07% +22,555 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233,059 shares; 2024Q4: 1,265,809 shares; 2025Q1: 1,312,504 shares; 2025Q2: 1,316,871 shares; 2025Q3: 1,292,899 shares 1,292,899 $89.7M 0.07% -23,972 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: 634,123 shares; 2024Q4: 725,601 shares; 2025Q1: 854,953 shares; 2025Q2: 931,092 shares; 2025Q3: 1,121,145 shares 1,121,145 $89.6M 0.07% +190,053 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: 581,328 shares; 2024Q4: 607,125 shares; 2025Q1: 684,541 shares; 2025Q2: 930,420 shares; 2025Q3: 928,121 shares 928,121 $89.6M 0.07% -2,299 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: 1,771,835 shares; 2024Q4: 1,831,856 shares; 2025Q1: 1,863,735 shares; 2025Q2: 1,930,016 shares; 2025Q3: 1,915,227 shares 1,915,227 $83.2M 0.06% -14,789 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: 403,811 shares; 2024Q4: 431,381 shares; 2025Q1: 465,675 shares; 2025Q2: 458,566 shares; 2025Q3: 499,066 shares 499,066 $83M 0.06% +40,500 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: 181,067 shares; 2024Q4: 176,507 shares; 2025Q1: 212,032 shares; 2025Q2: 213,350 shares; 2025Q3: 219,522 shares 219,522 $82.2M 0.06% +6,172 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: 196,581 shares; 2024Q4: 200,161 shares; 2025Q1: 236,439 shares; 2025Q2: 238,404 shares; 2025Q3: 272,451 shares 272,451 $82M 0.06% +34,047 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: 258,806 shares; 2024Q4: 302,289 shares; 2025Q1: 303,327 shares; 2025Q2: 327,700 shares; 2025Q3: 372,200 shares 372,200 $80.3M 0.06% +44,500 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573,500 shares; 2024Q4: 1,559,715 shares; 2025Q1: 1,528,377 shares; 2025Q2: 1,517,613 shares; 2025Q3: 1,521,213 shares 1,521,213 $79.6M 0.06% +3,600 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: 506,415 shares; 2024Q4: 576,393 shares; 2025Q1: 658,567 shares; 2025Q2: 641,855 shares; 2025Q3: 650,204 shares 650,204 $78.5M 0.06% +8,349 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: 498,734 shares; 2025Q1: 553,039 shares; 2025Q2: 546,481 shares; 2025Q3: 583,818 shares 583,818 $78.2M 0.06% +37,337 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: 655,712 shares; 2024Q4: 604,417 shares; 2025Q1: 643,032 shares; 2025Q2: 634,931 shares; 2025Q3: 676,155 shares 676,155 $77.4M 0.06% +41,224 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: 365,549 shares; 2024Q4: 388,616 shares; 2025Q1: 441,203 shares; 2025Q2: 468,577 shares; 2025Q3: 476,478 shares 476,478 $77.3M 0.06% +7,901 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: 332,326 shares; 2024Q4: 730,789 shares; 2025Q1: 730,549 shares; 2025Q2: 735,165 shares; 2025Q3: 736,594 shares 736,594 $77M 0.06% +1,429 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: 258,290 shares; 2024Q4: 267,063 shares; 2025Q1: 286,362 shares; 2025Q2: 273,289 shares; 2025Q3: 324,358 shares 324,358 $76.7M 0.06% +51,069 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: 173,349 shares; 2024Q4: 151,744 shares; 2025Q1: 155,770 shares; 2025Q2: 173,194 shares; 2025Q3: 156,251 shares 156,251 $76.6M 0.06% -16,943 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: 365,297 shares; 2024Q4: 446,720 shares; 2025Q1: 447,836 shares; 2025Q2: 451,331 shares; 2025Q3: 435,612 shares 435,612 $76M 0.06% -15,719 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: 106,301 shares; 2024Q4: 108,351 shares; 2025Q1: 119,035 shares; 2025Q2: 119,413 shares; 2025Q3: 152,290 shares 152,290 $76M 0.06% +32,877 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: 1,254,058 shares; 2024Q4: 1,158,990 shares; 2025Q1: 1,109,189 shares; 2025Q2: 1,040,450 shares; 2025Q3: 1,003,850 shares 1,003,850 $75.4M 0.06% -36,600 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: 65,360 shares; 2024Q4: 1,849,316 shares; 2025Q1: 1,805,040 shares; 2025Q2: 2,089,206 shares; 2025Q3: 2,361,977 shares 2,361,977 $74.7M 0.06% +272,771 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: 490,690 shares; 2024Q4: 477,880 shares; 2025Q1: 518,864 shares; 2025Q2: 572,301 shares; 2025Q3: 603,005 shares 603,005 $74.6M 0.06% +30,704 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: 200,766 shares; 2024Q4: 204,521 shares; 2025Q1: 210,867 shares; 2025Q2: 230,862 shares; 2025Q3: 261,666 shares 261,666 $73.8M 0.06% +30,804 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: 172,310 shares; 2024Q4: 179,325 shares; 2025Q1: 200,172 shares; 2025Q2: 184,568 shares; 2025Q3: 207,339 shares 207,339 $73.7M 0.06% +22,771 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: 233,743 shares; 2024Q4: 245,765 shares; 2025Q1: 273,721 shares; 2025Q2: 268,903 shares; 2025Q3: 308,791 shares 308,791 $73.2M 0.06% +39,888 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: 161,031 shares; 2024Q4: 170,513 shares; 2025Q1: 183,535 shares; 2025Q2: 190,342 shares; 2025Q3: 218,368 shares 218,368 $72.5M 0.06% +28,026 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: 230,532 shares; 2024Q4: 246,362 shares; 2025Q1: 245,504 shares; 2025Q2: 242,723 shares; 2025Q3: 342,641 shares 342,641 $72.1M 0.06% +99,918 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,887 shares; 2024Q4: 51,582 shares; 2025Q1: 57,394 shares; 2025Q2: 57,361 shares; 2025Q3: 75,594 shares 75,594 $69.6M 0.05% +18,233 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: 831,170 shares; 2024Q4: 837,831 shares; 2025Q1: 878,623 shares; 2025Q2: 897,974 shares; 2025Q3: 915,488 shares 915,488 $69.1M 0.05% +17,514 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: 220,114 shares; 2024Q4: 241,349 shares; 2025Q1: 270,543 shares; 2025Q2: 289,306 shares; 2025Q3: 423,869 shares 423,869 $67.4M 0.05% +134,563 Timeline ESML 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: 1,389,493 shares; 2024Q4: 1,429,244 shares; 2025Q1: 1,454,427 shares; 2025Q2: 1,499,023 shares; 2025Q3: 1,473,334 shares 1,473,334 $66.4M 0.05% -25,689 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: 237,936 shares; 2024Q4: 248,102 shares; 2025Q1: 250,684 shares; 2025Q2: 265,213 shares; 2025Q3: 383,087 shares 383,087 $65.5M 0.05% +117,874 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,279 shares; 2024Q4: 451,773 shares; 2025Q1: 464,218 shares; 2025Q2: 492,188 shares; 2025Q3: 465,437 shares 465,437 $65.2M 0.05% -26,751 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: 323,654 shares; 2024Q4: 343,971 shares; 2025Q1: 391,783 shares; 2025Q2: 410,165 shares; 2025Q3: 444,658 shares 444,658 $64.3M 0.05% +34,493 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: 251,089 shares; 2024Q4: 327,946 shares; 2025Q1: 320,032 shares; 2025Q2: 297,801 shares; 2025Q3: 307,216 shares 307,216 $64.1M 0.05% +9,415 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: 511,376 shares; 2024Q4: 513,579 shares; 2025Q1: 528,584 shares; 2025Q2: 508,080 shares; 2025Q3: 669,657 shares 669,657 $63.9M 0.05% +161,577 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,208 shares; 2024Q4: 1,827,102 shares; 2025Q1: 1,881,483 shares; 2025Q2: 1,874,072 shares; 2025Q3: 1,979,083 shares 1,979,083 $63.2M 0.05% +105,011 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: 487,139 shares; 2024Q4: 511,923 shares; 2025Q1: 749,852 shares; 2025Q2: 1,392,492 shares; 2025Q3: 1,981,127 shares 1,981,127 $63.1M 0.05% +588,635 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: 144,883 shares; 2024Q4: 100,701 shares; 2025Q1: 76,805 shares; 2025Q2: 82,037 shares; 2025Q3: 87,280 shares 87,280 $62.7M 0.05% +5,243 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: 247,724 shares; 2024Q4: 251,500 shares; 2025Q1: 255,787 shares; 2025Q2: 263,434 shares; 2025Q3: 252,842 shares 252,842 $62.4M 0.05% -10,592 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: 101,174 shares; 2024Q4: 104,426 shares; 2025Q1: 102,683 shares; 2025Q2: 111,769 shares; 2025Q3: 122,796 shares 122,796 $59.6M 0.05% +11,027 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: 222,818 shares; 2024Q4: 222,289 shares; 2025Q1: 225,797 shares; 2025Q2: 225,024 shares; 2025Q3: 236,974 shares 236,974 $59.6M 0.05% +11,950 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564,777 shares; 2024Q4: 1,819,386 shares; 2025Q1: 1,954,343 shares; 2025Q2: 1,969,808 shares; 2025Q3: 2,056,408 shares 2,056,408 $58.1M 0.04% +86,600 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,389 shares; 2025Q1: 4,872,273 shares; 2025Q2: 4,916,335 shares; 2025Q3: 4,631,450 shares 4,631,450 $57.9M 0.04% -284,885 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,684 shares; 2024Q4: 2,087,447 shares; 2025Q1: 2,100,193 shares; 2025Q2: 2,235,852 shares; 2025Q3: 2,250,092 shares 2,250,092 $57.8M 0.04% +14,240 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: 797,061 shares; 2024Q4: 758,504 shares; 2025Q1: 763,878 shares; 2025Q2: 764,144 shares; 2025Q3: 790,958 shares 790,958 $57.6M 0.04% +26,814 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,561 shares; 2024Q4: 678,050 shares; 2025Q1: 670,971 shares; 2025Q2: 674,293 shares; 2025Q3: 678,685 shares 678,685 $57.5M 0.04% +4,392 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: 197,457 shares; 2024Q4: 198,554 shares; 2025Q1: 222,039 shares; 2025Q2: 214,786 shares; 2025Q3: 203,555 shares 203,555 $57.4M 0.04% -11,231 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: 392,415 shares; 2024Q4: 297,483 shares; 2025Q1: 335,374 shares; 2025Q2: 366,476 shares; 2025Q3: 384,462 shares 384,462 $57.1M 0.04% +17,986 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: 1,367,262 shares; 2024Q4: 1,323,408 shares; 2025Q1: 1,303,691 shares; 2025Q2: 1,233,008 shares; 2025Q3: 1,232,922 shares 1,232,922 $56.1M 0.04% -86 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: 180,043 shares; 2024Q4: 174,802 shares; 2025Q1: 178,732 shares; 2025Q2: 176,494 shares; 2025Q3: 174,907 shares 174,907 $56M 0.04% -1,587 Timeline IGOV 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: 752,631 shares; 2024Q4: 807,195 shares; 2025Q1: 848,710 shares; 2025Q2: 1,105,025 shares; 2025Q3: 1,295,954 shares 1,295,954 $55.2M 0.04% +190,929 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: 361,983 shares; 2024Q4: 382,954 shares; 2025Q1: 382,708 shares; 2025Q2: 389,945 shares; 2025Q3: 384,009 shares 384,009 $54.7M 0.04% -5,936 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,696 shares; 2024Q4: 140,202 shares; 2025Q1: 139,970 shares; 2025Q2: 135,655 shares; 2025Q3: 135,219 shares 135,219 $54.4M 0.04% -436 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: 344,951 shares; 2024Q4: 353,759 shares; 2025Q1: 386,991 shares; 2025Q2: 398,258 shares; 2025Q3: 423,818 shares 423,818 $54.4M 0.04% +25,560 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,487 shares; 2024Q4: 468,623 shares; 2025Q1: 470,449 shares; 2025Q2: 469,568 shares; 2025Q3: 486,822 shares 486,822 $54.3M 0.04% +17,254 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: 67,716 shares; 2024Q4: 822,015 shares; 2025Q1: 4,658,118 shares; 2025Q2: 1,686,232 shares; 2025Q3: 1,162,269 shares 1,162,269 $53.7M 0.04% -523,963 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: 717,339 shares; 2024Q4: 715,809 shares; 2025Q1: 876,973 shares; 2025Q2: 821,707 shares; 2025Q3: 794,888 shares 794,888 $53.7M 0.04% -26,819 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: 814,258 shares; 2024Q4: 780,582 shares; 2025Q1: 741,046 shares; 2025Q2: 695,296 shares; 2025Q3: 667,462 shares 667,462 $52.7M 0.04% -27,834 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: 650,363 shares; 2024Q4: 674,468 shares; 2025Q1: 680,343 shares; 2025Q2: 675,414 shares; 2025Q3: 712,897 shares 712,897 $52.4M 0.04% +37,483 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: 63,328 shares; 2024Q4: 61,293 shares; 2025Q1: 63,073 shares; 2025Q2: 66,509 shares; 2025Q3: 67,387 shares 67,387 $52.1M 0.04% +878 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105,454 shares; 2024Q4: 3,105,454 shares; 2025Q1: 3,105,454 shares; 2025Q2: 3,106,054 shares; 2025Q3: 3,105,854 shares 3,105,854 $51.9M 0.04% -200 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,295 shares; 2024Q4: 1,590,827 shares; 2025Q1: 1,683,226 shares; 2025Q2: 1,722,545 shares; 2025Q3: 1,791,791 shares 1,791,791 $51.6M 0.04% +69,246 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: 514,188 shares; 2024Q4: 539,688 shares; 2025Q1: 549,666 shares; 2025Q2: 549,546 shares; 2025Q3: 554,297 shares 554,297 $51.5M 0.04% +4,751 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,985 shares; 2024Q4: 147,901 shares; 2025Q1: 150,366 shares; 2025Q2: 168,209 shares; 2025Q3: 227,747 shares 227,747 $51.4M 0.04% +59,538 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: 531,504 shares; 2024Q4: 566,020 shares; 2025Q1: 621,183 shares; 2025Q2: 647,934 shares; 2025Q3: 774,676 shares 774,676 $51.2M 0.04% +126,742 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: 87,942 shares; 2024Q4: 98,328 shares; 2025Q1: 104,556 shares; 2025Q2: 107,336 shares; 2025Q3: 108,565 shares 108,565 $50.3M 0.04% +1,229 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: 39,771 shares; 2024Q4: 40,421 shares; 2025Q1: 42,281 shares; 2025Q2: 42,359 shares; 2025Q3: 46,060 shares 46,060 $49.7M 0.04% +3,701 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: 861,988 shares; 2024Q4: 903,730 shares; 2025Q1: 1,045,741 shares; 2025Q2: 1,010,866 shares; 2025Q3: 1,129,188 shares 1,129,188 $49.6M 0.04% +118,322 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: 21,352 shares; 2024Q4: 21,876 shares; 2025Q1: 27,703 shares; 2025Q2: 428,667 shares; 2025Q3: 453,670 shares 453,670 $48.9M 0.04% +25,003 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: 99,203 shares; 2024Q4: 173,591 shares; 2025Q1: 186,328 shares; 2025Q2: 183,729 shares; 2025Q3: 239,007 shares 239,007 $48.7M 0.04% +55,278 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: 52,641 shares; 2024Q4: 56,677 shares; 2025Q1: 64,166 shares; 2025Q2: 70,231 shares; 2025Q3: 78,173 shares 78,173 $48.1M 0.04% +7,942 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: 53,552 shares; 2024Q4: 56,217 shares; 2025Q1: 62,098 shares; 2025Q2: 64,855 shares; 2025Q3: 69,799 shares 69,799 $47.7M 0.04% +4,944 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: 1,686,876 shares; 2024Q4: 1,618,182 shares; 2025Q1: 1,576,314 shares; 2025Q2: 1,535,545 shares; 2025Q3: 1,505,896 shares 1,505,896 $47.5M 0.04% -29,649 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: 1,492,661 shares; 2024Q4: 1,475,993 shares; 2025Q1: 1,445,482 shares; 2025Q2: 1,439,254 shares; 2025Q3: 1,404,978 shares 1,404,978 $47.3M 0.04% -34,276 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: 161,774 shares; 2024Q4: 165,072 shares; 2025Q1: 183,531 shares; 2025Q2: 179,553 shares; 2025Q3: 280,396 shares 280,396 $46.9M 0.04% +100,843 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: 45,984 shares; 2024Q4: 335,846 shares; 2025Q1: 502,421 shares; 2025Q2: 606,890 shares; 2025Q3: 594,694 shares 594,694 $46.4M 0.04% -12,196 Timeline IHDG 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: 979,054 shares; 2024Q4: 1,063,083 shares; 2025Q1: 1,092,677 shares; 2025Q2: 1,041,105 shares; 2025Q3: 1,004,772 shares 1,004,772 $46.3M 0.04% -36,333 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: 133,096 shares; 2024Q4: 275,150 shares; 2025Q1: 304,121 shares; 2025Q2: 333,001 shares; 2025Q3: 333,970 shares 333,970 $46M 0.04% +969 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: 195,163 shares; 2024Q4: 200,547 shares; 2025Q1: 357,461 shares; 2025Q2: 383,251 shares; 2025Q3: 468,861 shares 468,861 $45.9M 0.04% +85,610 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: 1,160,109 shares; 2024Q4: 1,091,964 shares; 2025Q1: 1,267,927 shares; 2025Q2: 1,208,087 shares; 2025Q3: 1,365,076 shares 1,365,076 $45.8M 0.03% +156,989 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092,100 shares; 2024Q4: 1,345,385 shares; 2025Q1: 1,355,772 shares; 2025Q2: 1,146,359 shares; 2025Q3: 874,875 shares 874,875 $45M 0.03% -271,484 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: 132,140 shares; 2024Q4: 127,152 shares; 2025Q1: 143,659 shares; 2025Q2: 149,724 shares; 2025Q3: 159,193 shares 159,193 $44.9M 0.03% +9,469 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: 304,434 shares; 2024Q4: 310,061 shares; 2025Q1: 325,261 shares; 2025Q2: 329,976 shares; 2025Q3: 357,337 shares 357,337 $44.2M 0.03% +27,361 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: 493,020 shares; 2024Q4: 686,491 shares; 2025Q1: 772,204 shares; 2025Q2: 635,850 shares; 2025Q3: 633,650 shares 633,650 $44.2M 0.03% -2,200 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: 51,561 shares; 2024Q4: 55,605 shares; 2025Q1: 85,919 shares; 2025Q2: 87,373 shares; 2025Q3: 90,693 shares 90,693 $44.1M 0.03% +3,320 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: 368,646 shares; 2024Q4: 384,228 shares; 2025Q1: 445,496 shares; 2025Q2: 449,301 shares; 2025Q3: 465,115 shares 465,115 $44.1M 0.03% +15,814 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: 282,711 shares; 2024Q4: 275,839 shares; 2025Q1: 293,692 shares; 2025Q2: 302,848 shares; 2025Q3: 310,097 shares 310,097 $44.1M 0.03% +7,249 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: 68,881 shares; 2024Q4: 91,073 shares; 2025Q1: 97,492 shares; 2025Q2: 103,342 shares; 2025Q3: 98,523 shares 98,523 $44.1M 0.03% -4,819 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: 42,571 shares; 2024Q4: 43,039 shares; 2025Q1: 50,570 shares; 2025Q2: 57,358 shares; 2025Q3: 72,239 shares 72,239 $44M 0.03% +14,881 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: 263,429 shares; 2024Q4: 267,215 shares; 2025Q1: 299,492 shares; 2025Q2: 307,309 shares; 2025Q3: 300,110 shares 300,110 $43.7M 0.03% -7,199 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: 97,322 shares; 2024Q4: 91,910 shares; 2025Q1: 93,103 shares; 2025Q2: 117,229 shares; 2025Q3: 167,666 shares 167,666 $43.7M 0.03% +50,437 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: 100,154 shares; 2024Q4: 83,269 shares; 2025Q1: 110,115 shares; 2025Q2: 94,266 shares; 2025Q3: 380,090 shares 380,090 $43.5M 0.03% +285,824 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: 75,462 shares; 2024Q4: 82,079 shares; 2025Q1: 87,423 shares; 2025Q2: 93,191 shares; 2025Q3: 94,764 shares 94,764 $43.3M 0.03% +1,573 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: 4,312 shares; 2024Q4: 4,626 shares; 2025Q1: 4,435 shares; 2025Q2: 5,902 shares; 2025Q3: 7,835 shares 7,835 $42.3M 0.03% +1,933 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,642 shares; 2024Q4: 432,260 shares; 2025Q1: 407,894 shares; 2025Q2: 380,649 shares; 2025Q3: 476,621 shares 476,621 $42.3M 0.03% +95,972 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: 959,549 shares; 2024Q4: 1,049,497 shares; 2025Q1: 1,272,514 shares; 2025Q2: 1,219,698 shares; 2025Q3: 1,343,772 shares 1,343,772 $42.2M 0.03% +124,074 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,865 shares; 2024Q4: 135,492 shares; 2025Q1: 162,704 shares; 2025Q2: 204,643 shares; 2025Q3: 234,911 shares 234,911 $42M 0.03% +30,268 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820,731 shares; 2024Q4: 1,564,188 shares; 2025Q1: 1,694,294 shares; 2025Q2: 1,606,687 shares; 2025Q3: 1,645,877 shares 1,645,877 $41.9M 0.03% +39,190 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: 417,681 shares; 2024Q4: 407,841 shares; 2025Q1: 443,076 shares; 2025Q2: 508,844 shares; 2025Q3: 493,888 shares 493,888 $41.8M 0.03% -14,956 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: 60,292 shares; 2024Q4: 59,699 shares; 2025Q1: 69,986 shares; 2025Q2: 73,341 shares; 2025Q3: 87,768 shares 87,768 $41.7M 0.03% +14,427 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: 182,585 shares; 2024Q4: 194,249 shares; 2025Q1: 229,811 shares; 2025Q2: 207,961 shares; 2025Q3: 217,524 shares 217,524 $41.3M 0.03% +9,563 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: 234,265 shares; 2024Q4: 247,339 shares; 2025Q1: 248,574 shares; 2025Q2: 245,432 shares; 2025Q3: 246,562 shares 246,562 $41.1M 0.03% +1,130 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: 127,582 shares; 2024Q4: 133,633 shares; 2025Q1: 141,828 shares; 2025Q2: 140,666 shares; 2025Q3: 139,868 shares 139,868 $41.1M 0.03% -798 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: 554,536 shares; 2024Q4: 543,819 shares; 2025Q1: 551,766 shares; 2025Q2: 513,072 shares; 2025Q3: 518,674 shares 518,674 $40.9M 0.03% +5,602 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: 211,018 shares; 2024Q4: 213,020 shares; 2025Q1: 233,591 shares; 2025Q2: 215,718 shares; 2025Q3: 222,694 shares 222,694 $40.9M 0.03% +6,976 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: 93,119 shares; 2024Q4: 142,540 shares; 2025Q1: 138,513 shares; 2025Q2: 133,845 shares; 2025Q3: 138,573 shares 138,573 $40.7M 0.03% +4,728 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: 165,167 shares; 2024Q4: 163,398 shares; 2025Q1: 135,844 shares; 2025Q2: 137,884 shares; 2025Q3: 113,240 shares 113,240 $39.9M 0.03% -24,644 Timeline FLV 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: 578,033 shares; 2024Q4: 563,150 shares; 2025Q1: 554,678 shares; 2025Q2: 543,212 shares; 2025Q3: 538,179 shares 538,179 $39.7M 0.03% -5,033 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: 26,866 shares; 2024Q4: 45,299 shares; 2025Q1: 36,515 shares; 2025Q2: 35,657 shares; 2025Q3: 40,673 shares 40,673 $39.4M 0.03% +5,016 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,411 shares; 2024Q4: 222,167 shares; 2025Q1: 223,960 shares; 2025Q2: 247,393 shares; 2025Q3: 266,980 shares 266,980 $39.3M 0.03% +19,587 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: 133,368 shares; 2024Q4: 138,694 shares; 2025Q1: 147,292 shares; 2025Q2: 157,170 shares; 2025Q3: 177,735 shares 177,735 $39.2M 0.03% +20,565 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: 52,492 shares; 2024Q4: 61,594 shares; 2025Q1: 73,840 shares; 2025Q2: 167,696 shares; 2025Q3: 184,491 shares 184,491 $39.2M 0.03% +16,795 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,756 shares; 2024Q4: 156,548 shares; 2025Q1: 157,481 shares; 2025Q2: 165,871 shares; 2025Q3: 226,450 shares 226,450 $39.1M 0.03% +60,579 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: 62,756 shares; 2024Q4: 67,683 shares; 2025Q1: 86,263 shares; 2025Q2: 92,357 shares; 2025Q3: 92,508 shares 92,508 $39M 0.03% +151 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: 381,362 shares; 2024Q4: 409,216 shares; 2025Q1: 430,109 shares; 2025Q2: 412,906 shares; 2025Q3: 382,765 shares 382,765 $38.9M 0.03% -30,141 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: 75,212 shares; 2024Q4: 702,615 shares; 2025Q1: 685,834 shares; 2025Q2: 656,509 shares; 2025Q3: 700,034 shares 700,034 $38.7M 0.03% +43,525 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: 18,391 shares; 2024Q4: 22,162 shares; 2025Q1: 24,129 shares; 2025Q2: 33,477 shares; 2025Q3: 77,724 shares 77,724 $38.3M 0.03% +44,247 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: 781,907 shares; 2024Q4: 763,795 shares; 2025Q1: 804,453 shares; 2025Q2: 711,578 shares; 2025Q3: 701,535 shares 701,535 $37.5M 0.03% -10,043 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: 277,641 shares; 2024Q4: 286,717 shares; 2025Q1: 298,041 shares; 2025Q2: 302,475 shares; 2025Q3: 332,894 shares 332,894 $37.5M 0.03% +30,419 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: 1,704,824 shares; 2024Q4: 1,636,696 shares; 2025Q1: 1,625,598 shares; 2025Q2: 1,509,722 shares; 2025Q3: 1,430,945 shares 1,430,945 $37.3M 0.03% -78,777 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: 365,221 shares; 2024Q4: 445,103 shares; 2025Q1: 463,481 shares; 2025Q2: 425,774 shares; 2025Q3: 369,528 shares 369,528 $37.2M 0.03% -56,246 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: 80,467 shares; 2024Q4: 79,470 shares; 2025Q1: 88,840 shares; 2025Q2: 87,174 shares; 2025Q3: 94,864 shares 94,864 $37.2M 0.03% +7,690 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: 91,889 shares; 2024Q4: 123,226 shares; 2025Q1: 115,731 shares; 2025Q2: 112,671 shares; 2025Q3: 122,116 shares 122,116 $36.3M 0.03% +9,445 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: 440,284 shares; 2024Q4: 1,329,368 shares; 2025Q1: 1,418,353 shares; 2025Q2: 1,353,683 shares; 2025Q3: 1,373,679 shares 1,373,679 $36.1M 0.03% +19,996 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: 349,696 shares; 2024Q4: 381,620 shares; 2025Q1: 442,255 shares; 2025Q2: 487,077 shares; 2025Q3: 523,547 shares 523,547 $35.9M 0.03% +36,470 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,077 shares; 2024Q4: 162,503 shares; 2025Q1: 178,182 shares; 2025Q2: 180,225 shares; 2025Q3: 200,963 shares 200,963 $35.8M 0.03% +20,738 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: 219,183 shares; 2024Q4: 223,322 shares; 2025Q1: 237,681 shares; 2025Q2: 233,972 shares; 2025Q3: 258,055 shares 258,055 $35.1M 0.03% +24,083 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: 37,053 shares; 2024Q4: 40,184 shares; 2025Q1: 166,194 shares; 2025Q2: 617,070 shares; 2025Q3: 613,075 shares 613,075 $35.1M 0.03% -3,995 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: 465,226 shares; 2024Q4: 450,016 shares; 2025Q1: 483,182 shares; 2025Q2: 452,940 shares; 2025Q3: 584,594 shares 584,594 $34.9M 0.03% +131,654 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: 116,826 shares; 2024Q4: 119,862 shares; 2025Q1: 135,308 shares; 2025Q2: 129,021 shares; 2025Q3: 141,050 shares 141,050 $34.7M 0.03% +12,029 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: 548,073 shares; 2024Q4: 526,457 shares; 2025Q1: 536,177 shares; 2025Q2: 708,318 shares; 2025Q3: 725,629 shares 725,629 $34.6M 0.03% +17,311 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: 95,434 shares; 2024Q4: 104,985 shares; 2025Q1: 114,409 shares; 2025Q2: 126,725 shares; 2025Q3: 128,105 shares 128,105 $34.2M 0.03% +1,380 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: 156,925 shares; 2024Q4: 160,349 shares; 2025Q1: 175,488 shares; 2025Q2: 176,368 shares; 2025Q3: 176,081 shares 176,081 $33.9M 0.03% -287 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: 138,945 shares; 2024Q4: 145,339 shares; 2025Q1: 158,954 shares; 2025Q2: 347,094 shares; 2025Q3: 691,030 shares 691,030 $33.9M 0.03% +343,936 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: 219,045 shares; 2024Q4: 242,527 shares; 2025Q1: 271,554 shares; 2025Q2: 282,087 shares; 2025Q3: 303,062 shares 303,062 $33.6M 0.03% +20,975 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: 104,974 shares; 2024Q4: 110,340 shares; 2025Q1: 128,098 shares; 2025Q2: 125,364 shares; 2025Q3: 139,646 shares 139,646 $33.4M 0.03% +14,282 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: 46,948 shares; 2024Q4: 46,043 shares; 2025Q1: 66,214 shares; 2025Q2: 74,243 shares; 2025Q3: 97,594 shares 97,594 $33.3M 0.03% +23,351 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: 74,999 shares; 2024Q4: 80,588 shares; 2025Q1: 86,269 shares; 2025Q2: 87,102 shares; 2025Q3: 89,888 shares 89,888 $33.2M 0.03% +2,786 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: 92,949 shares; 2024Q4: 96,570 shares; 2025Q1: 82,972 shares; 2025Q2: 99,130 shares; 2025Q3: 100,280 shares 100,280 $33M 0.03% +1,150 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,444 shares; 2024Q4: 1,081,574 shares; 2025Q1: 1,103,187 shares; 2025Q2: 1,091,204 shares; 2025Q3: 1,101,402 shares 1,101,402 $32.7M 0.02% +10,198 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: 204,208 shares; 2024Q4: 220,628 shares; 2025Q1: 258,011 shares; 2025Q2: 273,684 shares; 2025Q3: 329,484 shares 329,484 $32.2M 0.02% +55,800 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: 104,616 shares; 2024Q4: 130,621 shares; 2025Q1: 172,199 shares; 2025Q2: 174,520 shares; 2025Q3: 189,567 shares 189,567 $31.9M 0.02% +15,047 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,952 shares; 2024Q4: 135,700 shares; 2025Q1: 158,698 shares; 2025Q2: 153,247 shares; 2025Q3: 154,589 shares 154,589 $31.9M 0.02% +1,342 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: 691,827 shares; 2024Q4: 694,805 shares; 2025Q1: 674,737 shares; 2025Q2: 674,545 shares; 2025Q3: 692,046 shares 692,046 $31.7M 0.02% +17,501 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,629 shares; 2024Q4: 364,230 shares; 2025Q1: 374,073 shares; 2025Q2: 389,409 shares; 2025Q3: 406,040 shares 406,040 $31.6M 0.02% +16,631 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: 153,238 shares; 2024Q4: 163,396 shares; 2025Q1: 184,146 shares; 2025Q2: 180,069 shares; 2025Q3: 201,986 shares 201,986 $31.3M 0.02% +21,917 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: 626,474 shares; 2024Q4: 676,074 shares; 2025Q1: 794,100 shares; 2025Q2: 622,913 shares; 2025Q3: 647,006 shares 647,006 $31.3M 0.02% +24,093 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: 98,961 shares; 2024Q4: 142,623 shares; 2025Q1: 146,605 shares; 2025Q2: 157,295 shares; 2025Q3: 220,137 shares 220,137 $31.2M 0.02% +62,842 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: 116,754 shares; 2024Q4: 123,810 shares; 2025Q1: 169,052 shares; 2025Q2: 159,756 shares; 2025Q3: 159,008 shares 159,008 $31.1M 0.02% -748 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,135 shares; 2025Q3: 226,951 shares 226,951 $31.1M 0.02% +86,816 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: 186,104 shares; 2024Q4: 243,043 shares; 2025Q1: 312,401 shares; 2025Q2: 423,576 shares; 2025Q3: 476,681 shares 476,681 $31M 0.02% +53,105 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,534 shares; 2024Q4: 118,095 shares; 2025Q1: 107,974 shares; 2025Q2: 89,314 shares; 2025Q3: 102,575 shares 102,575 $30.7M 0.02% +13,261 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: 148,405 shares; 2024Q4: 208,315 shares; 2025Q1: 246,516 shares; 2025Q2: 232,525 shares; 2025Q3: 237,172 shares 237,172 $30.6M 0.02% +4,647 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: 84,571 shares; 2024Q4: 87,495 shares; 2025Q1: 94,948 shares; 2025Q2: 98,888 shares; 2025Q3: 109,171 shares 109,171 $30.5M 0.02% +10,283 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: 626,786 shares; 2024Q4: 613,434 shares; 2025Q1: 593,381 shares; 2025Q2: 601,117 shares; 2025Q3: 846,703 shares 846,703 $30.2M 0.02% +245,586 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: 104,278 shares; 2024Q4: 241,399 shares; 2025Q1: 292,785 shares; 2025Q2: 285,297 shares; 2025Q3: 358,400 shares 358,400 $30.1M 0.02% +73,103 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: 248,439 shares; 2024Q4: 270,883 shares; 2025Q1: 314,749 shares; 2025Q2: 303,559 shares; 2025Q3: 318,484 shares 318,484 $30.1M 0.02% +14,925 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: 60,996 shares; 2024Q4: 63,422 shares; 2025Q1: 67,459 shares; 2025Q2: 67,816 shares; 2025Q3: 71,189 shares 71,189 $30.1M 0.02% +3,373 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: 634,696 shares; 2024Q4: 703,339 shares; 2025Q1: 689,635 shares; 2025Q2: 803,601 shares; 2025Q3: 839,901 shares 839,901 $29.8M 0.02% +36,300 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: 23,348 shares; 2025Q1: 25,679 shares; 2025Q2: 24,573 shares; 2025Q3: 25,283 shares 25,283 $29.5M 0.02% +710 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,755 shares; 2024Q4: 298,453 shares; 2025Q1: 307,601 shares; 2025Q2: 301,159 shares; 2025Q3: 365,291 shares 365,291 $29.5M 0.02% +64,132 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: 393,441 shares; 2024Q4: 408,747 shares; 2025Q1: 454,686 shares; 2025Q2: 518,404 shares; 2025Q3: 545,140 shares 545,140 $29.4M 0.02% +26,736 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: 184,707 shares; 2024Q4: 198,099 shares; 2025Q1: 208,392 shares; 2025Q2: 211,493 shares; 2025Q3: 220,679 shares 220,679 $28.9M 0.02% +9,186 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: 28,003 shares; 2024Q4: 29,557 shares; 2025Q1: 37,028 shares; 2025Q2: 35,971 shares; 2025Q3: 38,043 shares 38,043 $28.8M 0.02% +2,072 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: 234,299 shares; 2024Q4: 242,620 shares; 2025Q1: 234,996 shares; 2025Q2: 224,837 shares; 2025Q3: 221,696 shares 221,696 $28.8M 0.02% -3,141 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: 779,505 shares; 2024Q4: 776,785 shares; 2025Q1: 813,047 shares; 2025Q2: 850,162 shares; 2025Q3: 917,960 shares 917,960 $28.7M 0.02% +67,798 Timeline SUSC 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: 1,006,370 shares; 2024Q4: 1,081,934 shares; 2025Q1: 1,119,023 shares; 2025Q2: 1,159,353 shares; 2025Q3: 1,212,158 shares 1,212,158 $28.6M 0.02% +52,805 Timeline ONEY 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: 256,939 shares; 2024Q4: 256,969 shares; 2025Q1: 254,303 shares; 2025Q2: 251,328 shares; 2025Q3: 249,889 shares 249,889 $28.3M 0.02% -1,439 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,247 shares; 2024Q4: 89,632 shares; 2025Q1: 179,876 shares; 2025Q2: 186,162 shares; 2025Q3: 203,245 shares 203,245 $28.2M 0.02% +17,083 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,397 shares; 2024Q4: 1,225,863 shares; 2025Q1: 1,126,076 shares; 2025Q2: 1,059,114 shares; 2025Q3: 1,118,687 shares 1,118,687 $28.1M 0.02% +59,573 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: 295,625 shares; 2024Q4: 312,693 shares; 2025Q1: 412,930 shares; 2025Q2: 463,154 shares; 2025Q3: 470,259 shares 470,259 $27.9M 0.02% +7,105 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: 223,740 shares; 2024Q4: 215,618 shares; 2025Q1: 261,476 shares; 2025Q2: 253,110 shares; 2025Q3: 289,696 shares 289,696 $27.6M 0.02% +36,586 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: 306,491 shares; 2024Q4: 305,727 shares; 2025Q1: 342,767 shares; 2025Q2: 353,650 shares; 2025Q3: 384,185 shares 384,185 $27.5M 0.02% +30,535 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: 47,589 shares; 2024Q4: 47,503 shares; 2025Q1: 53,881 shares; 2025Q2: 60,003 shares; 2025Q3: 64,358 shares 64,358 $27.4M 0.02% +4,355 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,226 shares; 2024Q4: 318,796 shares; 2025Q1: 295,091 shares; 2025Q2: 287,839 shares; 2025Q3: 282,589 shares 282,589 $27.3M 0.02% -5,250 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,264 shares; 2024Q4: 277,849 shares; 2025Q1: 279,905 shares; 2025Q2: 278,181 shares; 2025Q3: 275,606 shares 275,606 $27.2M 0.02% -2,575 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: 796,099 shares; 2024Q4: 970,295 shares; 2025Q1: 1,032,962 shares; 2025Q2: 1,095,122 shares; 2025Q3: 1,573,426 shares 1,573,426 $27M 0.02% +478,304 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: 188,637 shares; 2024Q4: 227,230 shares; 2025Q1: 373,474 shares; 2025Q2: 402,701 shares; 2025Q3: 395,616 shares 395,616 $26.9M 0.02% -7,085 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,699 shares; 2024Q4: 177,112 shares; 2025Q1: 166,882 shares; 2025Q2: 150,741 shares; 2025Q3: 715,750 shares 715,750 $26.7M 0.02% +565,009 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,160 shares; 2024Q4: 106,374 shares; 2025Q1: 91,730 shares; 2025Q2: 157,322 shares; 2025Q3: 399,505 shares 399,505 $26.4M 0.02% +242,183 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: 126,340 shares; 2024Q4: 127,533 shares; 2025Q1: 132,015 shares; 2025Q2: 145,343 shares; 2025Q3: 132,855 shares 132,855 $26.3M 0.02% -12,488 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: 220,456 shares; 2024Q4: 221,107 shares; 2025Q1: 227,717 shares; 2025Q2: 222,158 shares; 2025Q3: 234,881 shares 234,881 $26.2M 0.02% +12,723 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: 218,600 shares; 2024Q4: 285,469 shares; 2025Q1: 274,389 shares; 2025Q2: 296,498 shares; 2025Q3: 290,279 shares 290,279 $26M 0.02% -6,219 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: 343,226 shares; 2024Q4: 342,440 shares; 2025Q1: 409,161 shares; 2025Q2: 443,878 shares; 2025Q3: 413,120 shares 413,120 $25.8M 0.02% -30,758 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,688 shares; 2024Q4: 36,494 shares; 2025Q1: 93,881 shares; 2025Q2: 96,310 shares; 2025Q3: 109,105 shares 109,105 $25.6M 0.02% +12,795 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: 48,389 shares; 2024Q4: 47,464 shares; 2025Q1: 49,976 shares; 2025Q2: 76,510 shares; 2025Q3: 72,903 shares 72,903 $25.6M 0.02% -3,607 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: 240,979 shares; 2024Q4: 267,081 shares; 2025Q1: 276,835 shares; 2025Q2: 285,415 shares; 2025Q3: 414,297 shares 414,297 $25.3M 0.02% +128,882 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,550 shares; 2024Q4: 208,363 shares; 2025Q1: 255,713 shares; 2025Q2: 266,538 shares; 2025Q3: 263,666 shares 263,666 $25.1M 0.02% -2,872 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: 75,640 shares; 2024Q4: 68,866 shares; 2025Q1: 83,240 shares; 2025Q2: 92,199 shares; 2025Q3: 129,118 shares 129,118 $24.8M 0.02% +36,919 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,784 shares; 2024Q4: 104,442 shares; 2025Q1: 110,505 shares; 2025Q2: 99,788 shares; 2025Q3: 76,807 shares 76,807 $24.7M 0.02% -22,981 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: 736,419 shares; 2024Q4: 724,573 shares; 2025Q1: 681,252 shares; 2025Q2: 668,755 shares; 2025Q3: 680,650 shares 680,650 $24.7M 0.02% +11,895 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,509 shares; 2024Q4: 142,455 shares; 2025Q1: 145,740 shares; 2025Q2: 150,554 shares; 2025Q3: 150,809 shares 150,809 $24.4M 0.02% +255 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,298 shares; 2024Q4: 685,737 shares; 2025Q1: 764,527 shares; 2025Q2: 741,627 shares; 2025Q3: 944,049 shares 944,049 $24.4M 0.02% +202,422 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: 209,875 shares; 2024Q4: 206,670 shares; 2025Q1: 196,436 shares; 2025Q2: 198,250 shares; 2025Q3: 215,912 shares 215,912 $24.2M 0.02% +17,662 Timeline SUSL 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: 213,495 shares; 2024Q4: 211,766 shares; 2025Q1: 225,355 shares; 2025Q2: 217,973 shares; 2025Q3: 204,873 shares 204,873 $24M 0.02% -13,100 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: 224,751 shares; 2024Q4: 244,759 shares; 2025Q1: 291,687 shares; 2025Q2: 265,989 shares; 2025Q3: 312,292 shares 312,292 $24M 0.02% +46,303 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: 70,443 shares; 2024Q4: 76,200 shares; 2025Q1: 88,115 shares; 2025Q2: 88,878 shares; 2025Q3: 96,341 shares 96,341 $23.8M 0.02% +7,463 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,226 shares; 2024Q4: 584,177 shares; 2025Q1: 608,476 shares; 2025Q2: 594,938 shares; 2025Q3: 569,011 shares 569,011 $23.7M 0.02% -25,927 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: 490,783 shares; 2024Q4: 517,779 shares; 2025Q1: 545,669 shares; 2025Q2: 450,193 shares; 2025Q3: 523,120 shares 523,120 $23.6M 0.02% +72,927 Timeline IFRA 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: 412,110 shares; 2024Q4: 427,379 shares; 2025Q1: 447,623 shares; 2025Q2: 442,378 shares; 2025Q3: 441,897 shares 441,897 $23.3M 0.02% -481 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: 77,632 shares; 2024Q4: 80,572 shares; 2025Q1: 89,722 shares; 2025Q2: 82,919 shares; 2025Q3: 89,336 shares 89,336 $23.3M 0.02% +6,417 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,040,413 shares; 2025Q1: 997,338 shares; 2025Q2: 956,657 shares; 2025Q3: 909,446 shares 909,446 $23.3M 0.02% -47,211 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: 81,696 shares; 2024Q4: 84,423 shares; 2025Q1: 77,240 shares; 2025Q2: 82,518 shares; 2025Q3: 98,590 shares 98,590 $23.2M 0.02% +16,072 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,663 shares; 2024Q4: 535,324 shares; 2025Q1: 557,443 shares; 2025Q2: 534,206 shares; 2025Q3: 536,724 shares 536,724 $23.2M 0.02% +2,518 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,972 shares; 2024Q4: 73,624 shares; 2025Q1: 107,454 shares; 2025Q2: 84,353 shares; 2025Q3: 85,408 shares 85,408 $23.2M 0.02% +1,055 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: 79,678 shares; 2024Q4: 85,573 shares; 2025Q1: 87,592 shares; 2025Q2: 97,650 shares; 2025Q3: 123,292 shares 123,292 $23.1M 0.02% +25,642 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,757 shares; 2024Q4: 753,220 shares; 2025Q1: 760,669 shares; 2025Q2: 772,113 shares; 2025Q3: 793,517 shares 793,517 $23.1M 0.02% +21,404 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: 199,046 shares; 2024Q4: 217,119 shares; 2025Q1: 251,046 shares; 2025Q2: 284,057 shares; 2025Q3: 363,247 shares 363,247 $23M 0.02% +79,190 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: 107,894 shares; 2024Q4: 114,397 shares; 2025Q1: 116,579 shares; 2025Q2: 125,389 shares; 2025Q3: 149,168 shares 149,168 $23M 0.02% +23,779 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,238 shares; 2024Q4: 16,786 shares; 2025Q1: 18,200 shares; 2025Q2: 26,180 shares; 2025Q3: 74,558 shares 74,558 $22.9M 0.02% +48,378 Timeline BWX 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: 954,538 shares; 2024Q4: 943,607 shares; 2025Q1: 997,584 shares; 2025Q2: 806,718 shares; 2025Q3: 997,078 shares 997,078 $22.9M 0.02% +190,360 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,636 shares; 2024Q4: 183,832 shares; 2025Q1: 183,084 shares; 2025Q2: 182,760 shares; 2025Q3: 181,872 shares 181,872 $22.9M 0.02% -888 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,952 shares; 2024Q4: 254,646 shares; 2025Q1: 245,934 shares; 2025Q2: 229,419 shares; 2025Q3: 227,424 shares 227,424 $22.9M 0.02% -1,995 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: 71,202 shares; 2024Q4: 73,808 shares; 2025Q1: 84,105 shares; 2025Q2: 84,755 shares; 2025Q3: 83,297 shares 83,297 $22.7M 0.02% -1,458 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: 45,997 shares; 2024Q4: 48,909 shares; 2025Q1: 54,880 shares; 2025Q2: 60,339 shares; 2025Q3: 65,143 shares 65,143 $22.6M 0.02% +4,804 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: 88,354 shares; 2024Q4: 92,747 shares; 2025Q1: 104,727 shares; 2025Q2: 113,851 shares; 2025Q3: 109,084 shares 109,084 $22.4M 0.02% -4,767 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,006 shares; 2024Q4: 233,708 shares; 2025Q1: 245,555 shares; 2025Q2: 229,821 shares; 2025Q3: 225,403 shares 225,403 $22.3M 0.02% -4,418 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,092 shares; 2024Q4: 268,197 shares; 2025Q1: 298,706 shares; 2025Q2: 313,074 shares; 2025Q3: 314,384 shares 314,384 $22.3M 0.02% +1,310 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: 59,653 shares; 2024Q4: 64,417 shares; 2025Q1: 70,248 shares; 2025Q2: 69,240 shares; 2025Q3: 72,012 shares 72,012 $22.3M 0.02% +2,772 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: 2,519 shares; 2024Q4: 2,778 shares; 2025Q1: 2,889 shares; 2025Q2: 3,564 shares; 2025Q3: 5,184 shares 5,184 $22.2M 0.02% +1,620 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: 84,364 shares; 2024Q4: 82,884 shares; 2025Q1: 70,708 shares; 2025Q2: 70,690 shares; 2025Q3: 73,673 shares 73,673 $22.1M 0.02% +2,983 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: 196,876 shares; 2024Q4: 202,806 shares; 2025Q1: 174,872 shares; 2025Q2: 245,093 shares; 2025Q3: 268,395 shares 268,395 $22.1M 0.02% +23,302 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,849 shares; 2024Q4: 278,183 shares; 2025Q1: 280,550 shares; 2025Q2: 292,350 shares; 2025Q3: 359,920 shares 359,920 $21.9M 0.02% +67,570 Timeline HDV 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: 210,085 shares; 2024Q4: 197,205 shares; 2025Q1: 202,010 shares; 2025Q2: 181,909 shares; 2025Q3: 178,533 shares 178,533 $21.9M 0.02% -3,376 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: 98,579 shares; 2024Q4: 99,707 shares; 2025Q1: 109,813 shares; 2025Q2: 109,729 shares; 2025Q3: 107,840 shares 107,840 $21.7M 0.02% -1,889 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: 280,227 shares; 2024Q4: 296,493 shares; 2025Q1: 292,378 shares; 2025Q2: 309,022 shares; 2025Q3: 322,481 shares 322,481 $21.6M 0.02% +13,459 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: 51,255 shares; 2024Q4: 61,190 shares; 2025Q1: 74,270 shares; 2025Q2: 77,734 shares; 2025Q3: 79,593 shares 79,593 $21.5M 0.02% +1,859 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: 29,303 shares; 2024Q4: 31,841 shares; 2025Q1: 35,089 shares; 2025Q2: 68,069 shares; 2025Q3: 68,665 shares 68,665 $21.5M 0.02% +596 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: 24,436 shares; 2024Q4: 24,218 shares; 2025Q1: 26,016 shares; 2025Q2: 29,068 shares; 2025Q3: 33,269 shares 33,269 $21.3M 0.02% +4,201 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,545 shares; 2024Q4: 53,545 shares; 2025Q1: 52,991 shares; 2025Q2: 49,891 shares; 2025Q3: 62,080 shares 62,080 $21M 0.02% +12,189 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: 75,927 shares; 2024Q4: 83,611 shares; 2025Q1: 89,527 shares; 2025Q2: 80,236 shares; 2025Q3: 103,661 shares 103,661 $20.8M 0.02% +23,425 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,121 shares; 2024Q4: 67,073 shares; 2025Q1: 73,896 shares; 2025Q2: 76,878 shares; 2025Q3: 80,169 shares 80,169 $20.8M 0.02% +3,291 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: 294,799 shares; 2024Q4: 308,622 shares; 2025Q1: 300,345 shares; 2025Q2: 372,131 shares; 2025Q3: 372,642 shares 372,642 $20.7M 0.02% +511 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: 6,351 shares; 2024Q4: 13,837 shares; 2025Q1: 21,543 shares; 2025Q2: 26,479 shares; 2025Q3: 29,589 shares 29,589 $20.7M 0.02% +3,110 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: 209,203 shares; 2024Q4: 202,962 shares; 2025Q1: 206,913 shares; 2025Q2: 236,045 shares; 2025Q3: 251,734 shares 251,734 $20.6M 0.02% +15,689 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: 59,655 shares; 2024Q4: 58,646 shares; 2025Q1: 75,942 shares; 2025Q2: 78,426 shares; 2025Q3: 71,440 shares 71,440 $20.6M 0.02% -6,986 Timeline AVIG 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: 386,939 shares; 2024Q4: 415,367 shares; 2025Q1: 448,345 shares; 2025Q2: 460,006 shares; 2025Q3: 488,079 shares 488,079 $20.5M 0.02% +28,073 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: 41,588 shares; 2024Q4: 41,051 shares; 2025Q1: 51,846 shares; 2025Q2: 61,576 shares; 2025Q3: 67,088 shares 67,088 $20.5M 0.02% +5,512 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,539 shares; 2024Q4: 247,358 shares; 2025Q1: 232,725 shares; 2025Q2: 254,190 shares; 2025Q3: 242,766 shares 242,766 $20.3M 0.02% -11,424 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: 241,031 shares; 2024Q4: 250,460 shares; 2025Q1: 267,102 shares; 2025Q2: 269,655 shares; 2025Q3: 277,266 shares 277,266 $20.2M 0.02% +7,611 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,225 shares; 2024Q4: 92,092 shares; 2025Q1: 104,673 shares; 2025Q2: 84,816 shares; 2025Q3: 105,612 shares 105,612 $20.2M 0.02% +20,796 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: 218,018 shares; 2024Q4: 222,005 shares; 2025Q1: 253,181 shares; 2025Q2: 268,919 shares; 2025Q3: 250,960 shares 250,960 $20.1M 0.02% -17,959 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: 38,119 shares; 2024Q4: 40,860 shares; 2025Q1: 50,394 shares; 2025Q2: 54,062 shares; 2025Q3: 61,917 shares 61,917 $20M 0.02% +7,855 Timeline SPGP 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: 91,157 shares; 2024Q4: 195,674 shares; 2025Q1: 200,730 shares; 2025Q2: 186,454 shares; 2025Q3: 175,839 shares 175,839 $20M 0.02% -10,615 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: 65,886 shares; 2024Q4: 66,780 shares; 2025Q1: 102,624 shares; 2025Q2: 100,821 shares; 2025Q3: 102,475 shares 102,475 $19.9M 0.02% +1,654 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,079 shares; 2024Q4: 110,694 shares; 2025Q1: 244,916 shares; 2025Q2: 224,536 shares; 2025Q3: 222,852 shares 222,852 $19.8M 0.02% -1,684 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945,370 shares; 2024Q4: 1,005,192 shares; 2025Q1: 1,031,298 shares; 2025Q2: 1,027,036 shares; 2025Q3: 1,020,176 shares 1,020,176 $19.8M 0.02% -6,860 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 62,684 shares; 2025Q1: 243,138 shares; 2025Q2: 243,047 shares; 2025Q3: 245,729 shares 245,729 $19.8M 0.02% +2,682 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: 66,823 shares; 2024Q4: 71,433 shares; 2025Q1: 84,639 shares; 2025Q2: 90,651 shares; 2025Q3: 91,726 shares 91,726 $19.7M 0.02% +1,075 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: 31,469 shares; 2024Q4: 30,667 shares; 2025Q1: 35,869 shares; 2025Q2: 41,284 shares; 2025Q3: 66,084 shares 66,084 $19.7M 0.02% +24,800 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: 388,254 shares; 2024Q4: 388,434 shares; 2025Q1: 416,305 shares; 2025Q2: 421,232 shares; 2025Q3: 451,990 shares 451,990 $19.4M 0.01% +30,758 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,617 shares; 2024Q4: 66,982 shares; 2025Q1: 67,120 shares; 2025Q2: 67,838 shares; 2025Q3: 68,723 shares 68,723 $19.3M 0.01% +885 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,009 shares; 2024Q4: 207,920 shares; 2025Q1: 206,437 shares; 2025Q2: 201,286 shares; 2025Q3: 219,655 shares 219,655 $19.3M 0.01% +18,369 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,498 shares; 2024Q4: 312,737 shares; 2025Q1: 279,468 shares; 2025Q2: 388,648 shares; 2025Q3: 415,438 shares 415,438 $19M 0.01% +26,790 Timeline ICF 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: 352,669 shares; 2024Q4: 346,948 shares; 2025Q1: 334,848 shares; 2025Q2: 317,412 shares; 2025Q3: 305,910 shares 305,910 $18.9M 0.01% -11,502 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341,733 shares; 2024Q4: 1,438,308 shares; 2025Q1: 1,653,253 shares; 2025Q2: 1,728,439 shares; 2025Q3: 1,781,988 shares 1,781,988 $18.7M 0.01% +53,549 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,672 shares; 2024Q4: 46,242 shares; 2025Q1: 52,409 shares; 2025Q2: 68,143 shares; 2025Q3: 75,350 shares 75,350 $18.6M 0.01% +7,207 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,384 shares; 2024Q4: 64,913 shares; 2025Q1: 82,419 shares; 2025Q2: 100,214 shares; 2025Q3: 129,646 shares 129,646 $18.6M 0.01% +29,432 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: 27,171 shares; 2024Q4: 29,834 shares; 2025Q1: 43,345 shares; 2025Q2: 40,516 shares; 2025Q3: 40,487 shares 40,487 $18.5M 0.01% -29 Timeline AVSF 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: 323,385 shares; 2024Q4: 342,733 shares; 2025Q1: 352,546 shares; 2025Q2: 356,594 shares; 2025Q3: 390,113 shares 390,113 $18.4M 0.01% +33,519 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: 87,658 shares; 2024Q4: 97,748 shares; 2025Q1: 106,472 shares; 2025Q2: 111,144 shares; 2025Q3: 120,967 shares 120,967 $18.4M 0.01% +9,823 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: 84,573 shares; 2024Q4: 89,815 shares; 2025Q1: 90,852 shares; 2025Q2: 103,731 shares; 2025Q3: 107,547 shares 107,547 $18.3M 0.01% +3,816 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: 241,572 shares; 2024Q4: 267,136 shares; 2025Q1: 302,049 shares; 2025Q2: 327,132 shares; 2025Q3: 362,641 shares 362,641 $18.3M 0.01% +35,509 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: 412,376 shares; 2024Q4: 440,877 shares; 2025Q1: 524,528 shares; 2025Q2: 526,212 shares; 2025Q3: 643,962 shares 643,962 $18.2M 0.01% +117,750 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,350 shares; 2024Q4: 239,673 shares; 2025Q1: 242,983 shares; 2025Q2: 239,278 shares; 2025Q3: 238,665 shares 238,665 $18.1M 0.01% -613 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,447 shares; 2024Q4: 34,533 shares; 2025Q1: 44,812 shares; 2025Q2: 55,247 shares; 2025Q3: 78,630 shares 78,630 $18M 0.01% +23,383 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,618 shares; 2024Q4: 48,900 shares; 2025Q1: 55,956 shares; 2025Q2: 60,540 shares; 2025Q3: 119,064 shares 119,064 $18M 0.01% +58,524 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: 99,592 shares; 2024Q4: 100,313 shares; 2025Q1: 120,914 shares; 2025Q2: 110,636 shares; 2025Q3: 128,766 shares 128,766 $17.9M 0.01% +18,130 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,515 shares; 2024Q4: 191,076 shares; 2025Q1: 196,434 shares; 2025Q2: 189,002 shares; 2025Q3: 186,626 shares 186,626 $17.9M 0.01% -2,376 Timeline MGC 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: 63,033 shares; 2024Q4: 72,118 shares; 2025Q1: 79,370 shares; 2025Q2: 71,212 shares; 2025Q3: 73,204 shares 73,204 $17.9M 0.01% +1,992 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 22,954 shares; 2025Q1: 40,265 shares; 2025Q2: 34,252 shares; 2025Q3: 74,219 shares 74,219 $17.9M 0.01% +39,967 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 13,551 shares; 2025Q1: 15,057 shares; 2025Q2: 17,422 shares; 2025Q3: 21,514 shares 21,514 $17.8M 0.01% +4,092 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: 188,018 shares; 2024Q4: 202,086 shares; 2025Q1: 219,182 shares; 2025Q2: 196,866 shares; 2025Q3: 198,556 shares 198,556 $17.7M 0.01% +1,690 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,512 shares; 2024Q4: 635,921 shares; 2025Q1: 534,109 shares; 2025Q2: 1,094,932 shares; 2025Q3: 1,262,891 shares 1,262,891 $17.7M 0.01% +167,959 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,446 shares; 2024Q4: 728,978 shares; 2025Q1: 675,267 shares; 2025Q2: 668,954 shares; 2025Q3: 652,624 shares 652,624 $17.6M 0.01% -16,330 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,251 shares; 2024Q4: 129,929 shares; 2025Q1: 174,110 shares; 2025Q2: 191,010 shares; 2025Q3: 219,771 shares 219,771 $17.6M 0.01% +28,761 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,828 shares; 2024Q4: 326,198 shares; 2025Q1: 327,735 shares; 2025Q2: 326,991 shares; 2025Q3: 330,698 shares 330,698 $17.5M 0.01% +3,707 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,678 shares; 2024Q4: 18,335 shares; 2025Q1: 19,977 shares; 2025Q2: 21,549 shares; 2025Q3: 24,391 shares 24,391 $17.5M 0.01% +2,842 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,170 shares; 2024Q4: 59,072 shares; 2025Q1: 71,083 shares; 2025Q2: 79,668 shares; 2025Q3: 88,874 shares 88,874 $17.4M 0.01% +9,206 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,737 shares; 2024Q4: 214,064 shares; 2025Q1: 304,593 shares; 2025Q2: 337,510 shares; 2025Q3: 340,329 shares 340,329 $17.2M 0.01% +2,819 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: 93,902 shares; 2024Q4: 112,143 shares; 2025Q1: 110,403 shares; 2025Q2: 125,913 shares; 2025Q3: 123,185 shares 123,185 $17.2M 0.01% -2,728 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: 22,262 shares; 2024Q4: 27,310 shares; 2025Q1: 30,905 shares; 2025Q2: 39,931 shares; 2025Q3: 41,082 shares 41,082 $17M 0.01% +1,151 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,686 shares; 2024Q4: 759,421 shares; 2025Q1: 942,646 shares; 2025Q2: 891,218 shares; 2025Q3: 1,066,793 shares 1,066,793 $17M 0.01% +175,575 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,913 shares; 2024Q4: 64,688 shares; 2025Q1: 65,344 shares; 2025Q2: 70,884 shares; 2025Q3: 111,534 shares 111,534 $17M 0.01% +40,650 Timeline DFIC 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: 480,303 shares; 2024Q4: 501,185 shares; 2025Q1: 510,546 shares; 2025Q2: 520,285 shares; 2025Q3: 517,078 shares 517,078 $17M 0.01% -3,207 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,678 shares; 2024Q4: 208,422 shares; 2025Q1: 158,957 shares; 2025Q2: 222,170 shares; 2025Q3: 335,994 shares 335,994 $16.9M 0.01% +113,824 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,307 shares; 2024Q4: 184,591 shares; 2025Q1: 181,608 shares; 2025Q2: 171,123 shares; 2025Q3: 163,600 shares 163,600 $16.9M 0.01% -7,523 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,869 shares; 2024Q4: 103,667 shares; 2025Q1: 102,933 shares; 2025Q2: 102,745 shares; 2025Q3: 106,939 shares 106,939 $16.9M 0.01% +4,194 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: 72,775 shares; 2024Q4: 72,886 shares; 2025Q1: 72,491 shares; 2025Q2: 76,254 shares; 2025Q3: 89,149 shares 89,149 $16.8M 0.01% +12,895 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,822 shares; 2024Q4: 171,717 shares; 2025Q1: 208,068 shares; 2025Q2: 261,811 shares; 2025Q3: 298,934 shares 298,934 $16.8M 0.01% +37,123 Timeline RPG 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: 361,010 shares; 2024Q4: 354,849 shares; 2025Q1: 340,535 shares; 2025Q2: 350,189 shares; 2025Q3: 349,796 shares 349,796 $16.7M 0.01% -393 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: 149,781 shares; 2024Q4: 155,043 shares; 2025Q1: 167,364 shares; 2025Q2: 182,587 shares; 2025Q3: 182,017 shares 182,017 $16.6M 0.01% -570 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,913 shares; 2024Q4: 238,429 shares; 2025Q1: 268,920 shares; 2025Q2: 317,369 shares; 2025Q3: 380,892 shares 380,892 $16.6M 0.01% +63,523 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,886 shares; 2024Q4: 162,265 shares; 2025Q1: 160,908 shares; 2025Q2: 151,569 shares; 2025Q3: 150,222 shares 150,222 $16.6M 0.01% -1,347 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: 170,670 shares; 2024Q4: 189,599 shares; 2025Q1: 230,157 shares; 2025Q2: 220,150 shares; 2025Q3: 272,087 shares 272,087 $16.6M 0.01% +51,937 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,174 shares; 2024Q4: 118,852 shares; 2025Q1: 132,594 shares; 2025Q2: 119,458 shares; 2025Q3: 122,362 shares 122,362 $16.6M 0.01% +2,904 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,432 shares; 2024Q4: 29,438 shares; 2025Q1: 35,128 shares; 2025Q2: 64,754 shares; 2025Q3: 452,031 shares 452,031 $16.5M 0.01% +387,277 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: 58,122 shares; 2024Q4: 54,663 shares; 2025Q1: 57,883 shares; 2025Q2: 37,544 shares; 2025Q3: 498,054 shares 498,054 $16.4M 0.01% +460,510 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: 73,594 shares; 2024Q4: 83,432 shares; 2025Q1: 118,353 shares; 2025Q2: 125,141 shares; 2025Q3: 147,877 shares 147,877 $16.3M 0.01% +22,736 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,379 shares; 2024Q4: 112,296 shares; 2025Q1: 134,129 shares; 2025Q2: 155,637 shares; 2025Q3: 192,728 shares 192,728 $16.2M 0.01% +37,091 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: 13,046 shares; 2024Q4: 13,713 shares; 2025Q1: 14,216 shares; 2025Q2: 15,309 shares; 2025Q3: 16,937 shares 16,937 $16.2M 0.01% +1,628 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: 40,030 shares; 2024Q4: 44,437 shares; 2025Q1: 48,199 shares; 2025Q2: 44,743 shares; 2025Q3: 50,897 shares 50,897 $16.2M 0.01% +6,154 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: 130,967 shares; 2024Q4: 139,623 shares; 2025Q1: 174,162 shares; 2025Q2: 167,660 shares; 2025Q3: 195,607 shares 195,607 $16.1M 0.01% +27,947 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: 147,498 shares; 2024Q4: 164,481 shares; 2025Q1: 159,919 shares; 2025Q2: 182,602 shares; 2025Q3: 288,771 shares 288,771 $16.1M 0.01% +106,169 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: 131,200 shares; 2024Q4: 136,973 shares; 2025Q1: 162,409 shares; 2025Q2: 140,887 shares; 2025Q3: 146,231 shares 146,231 $15.9M 0.01% +5,344 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: 31,052 shares; 2024Q4: 41,630 shares; 2025Q1: 42,538 shares; 2025Q2: 62,513 shares; 2025Q3: 81,074 shares 81,074 $15.9M 0.01% +18,561 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,105 shares; 2024Q4: 252,120 shares; 2025Q1: 259,037 shares; 2025Q2: 258,586 shares; 2025Q3: 265,431 shares 265,431 $15.9M 0.01% +6,845 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: 40,209 shares; 2024Q4: 42,237 shares; 2025Q1: 46,840 shares; 2025Q2: 49,322 shares; 2025Q3: 57,718 shares 57,718 $15.8M 0.01% +8,396 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,371 shares; 2024Q4: 50,066 shares; 2025Q1: 50,548 shares; 2025Q2: 52,261 shares; 2025Q3: 59,945 shares 59,945 $15.7M 0.01% +7,684 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: 110,962 shares; 2024Q4: 118,497 shares; 2025Q1: 124,228 shares; 2025Q2: 131,741 shares; 2025Q3: 123,128 shares 123,128 $15.6M 0.01% -8,613 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: 71,890 shares; 2024Q4: 71,111 shares; 2025Q1: 149,524 shares; 2025Q2: 136,502 shares; 2025Q3: 136,431 shares 136,431 $15.5M 0.01% -71 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: 143,058 shares; 2024Q4: 144,514 shares; 2025Q1: 194,502 shares; 2025Q2: 199,399 shares; 2025Q3: 207,684 shares 207,684 $15.5M 0.01% +8,285 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,002 shares; 2024Q4: 148,387 shares; 2025Q1: 239,863 shares; 2025Q2: 248,537 shares; 2025Q3: 270,127 shares 270,127 $15.4M 0.01% +21,590 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: 145,947 shares; 2024Q4: 159,138 shares; 2025Q1: 176,116 shares; 2025Q2: 193,216 shares; 2025Q3: 227,312 shares 227,312 $15.3M 0.01% +34,096 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,506 shares; 2024Q4: 44,513 shares; 2025Q1: 50,478 shares; 2025Q2: 57,574 shares; 2025Q3: 753,601 shares 753,601 $15.2M 0.01% +696,027 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: 38,509 shares; 2024Q4: 38,599 shares; 2025Q1: 44,226 shares; 2025Q2: 45,862 shares; 2025Q3: 45,617 shares 45,617 $15.2M 0.01% -245 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,519 shares; 2024Q4: 33,697 shares; 2025Q1: 45,268 shares; 2025Q2: 59,061 shares; 2025Q3: 70,605 shares 70,605 $15.2M 0.01% +11,544 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,699 shares; 2024Q4: 385,693 shares; 2025Q1: 445,853 shares; 2025Q2: 358,539 shares; 2025Q3: 770,690 shares 770,690 $15.1M 0.01% +412,151 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: 77,137 shares; 2024Q4: 74,778 shares; 2025Q1: 75,411 shares; 2025Q2: 83,865 shares; 2025Q3: 84,657 shares 84,657 $15M 0.01% +792 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: 246,835 shares; 2024Q4: 257,768 shares; 2025Q1: 295,779 shares; 2025Q2: 289,663 shares; 2025Q3: 300,939 shares 300,939 $14.9M 0.01% +11,276 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: 87,508 shares; 2024Q4: 98,646 shares; 2025Q1: 121,969 shares; 2025Q2: 110,895 shares; 2025Q3: 122,605 shares 122,605 $14.8M 0.01% +11,710 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,594 shares; 2024Q4: 135,974 shares; 2025Q1: 146,531 shares; 2025Q2: 144,206 shares; 2025Q3: 194,200 shares 194,200 $14.8M 0.01% +49,994 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: 7,273 shares; 2024Q4: 8,519 shares; 2025Q1: 10,216 shares; 2025Q2: 14,590 shares; 2025Q3: 15,856 shares 15,856 $14.6M 0.01% +1,266 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,993 shares; 2024Q4: 103,090 shares; 2025Q1: 101,179 shares; 2025Q2: 99,920 shares; 2025Q3: 102,416 shares 102,416 $14.5M 0.01% +2,496 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: 34,700 shares; 2024Q4: 36,212 shares; 2025Q1: 36,330 shares; 2025Q2: 36,493 shares; 2025Q3: 38,200 shares 38,200 $14.5M 0.01% +1,707 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: 171,119 shares; 2024Q4: 170,316 shares; 2025Q1: 212,808 shares; 2025Q2: 209,621 shares; 2025Q3: 213,360 shares 213,360 $14.5M 0.01% +3,739 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: 42,827 shares; 2024Q4: 42,531 shares; 2025Q1: 45,505 shares; 2025Q2: 53,245 shares; 2025Q3: 60,360 shares 60,360 $14.5M 0.01% +7,115 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: 15,767 shares; 2024Q4: 16,393 shares; 2025Q1: 17,733 shares; 2025Q2: 20,766 shares; 2025Q3: 22,887 shares 22,887 $14.4M 0.01% +2,121 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,100 shares; 2024Q4: 234,061 shares; 2025Q1: 288,270 shares; 2025Q2: 295,356 shares; 2025Q3: 333,336 shares 333,336 $14.4M 0.01% +37,980 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,277 shares; 2024Q4: 239,045 shares; 2025Q1: 281,500 shares; 2025Q2: 327,361 shares; 2025Q3: 366,672 shares 366,672 $14.4M 0.01% +39,311 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,254 shares; 2024Q4: 98,792 shares; 2025Q1: 76,949 shares; 2025Q2: 82,080 shares; 2025Q3: 76,651 shares 76,651 $14.3M 0.01% -5,429 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,558 shares; 2024Q4: 114,943 shares; 2025Q1: 119,367 shares; 2025Q2: 123,543 shares; 2025Q3: 143,604 shares 143,604 $14.3M 0.01% +20,061 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,471 shares; 2024Q4: 143,078 shares; 2025Q1: 193,480 shares; 2025Q2: 223,851 shares; 2025Q3: 252,329 shares 252,329 $14.3M 0.01% +28,478 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: 57,528 shares; 2024Q4: 65,623 shares; 2025Q1: 153,194 shares; 2025Q2: 128,258 shares; 2025Q3: 124,468 shares 124,468 $14.3M 0.01% -3,790 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: 149,344 shares; 2024Q4: 157,475 shares; 2025Q1: 158,134 shares; 2025Q2: 162,739 shares; 2025Q3: 443,505 shares 443,505 $14.2M 0.01% +280,766 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: 98,928 shares; 2024Q4: 100,957 shares; 2025Q1: 108,220 shares; 2025Q2: 121,394 shares; 2025Q3: 141,136 shares 141,136 $14.2M 0.01% +19,742 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: 23,733 shares; 2024Q4: 24,024 shares; 2025Q1: 28,188 shares; 2025Q2: 27,678 shares; 2025Q3: 29,706 shares 29,706 $14.2M 0.01% +2,028 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,276 shares; 2025Q3: 740,114 shares 740,114 $14.1M 0.01% +711,838 Timeline FALN 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: 483,351 shares; 2024Q4: 477,552 shares; 2025Q1: 499,746 shares; 2025Q2: 498,010 shares; 2025Q3: 507,785 shares 507,785 $14.1M 0.01% +9,775 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: 250,891 shares; 2024Q4: 216,403 shares; 2025Q1: 232,893 shares; 2025Q2: 187,837 shares; 2025Q3: 185,619 shares 185,619 $14M 0.01% -2,218 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,802 shares; 2024Q4: 696,473 shares; 2025Q1: 1,261,020 shares; 2025Q2: 1,689,542 shares; 2025Q3: 1,845,971 shares 1,845,971 $14M 0.01% +156,429 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,866 shares; 2024Q4: 466,348 shares; 2025Q1: 503,961 shares; 2025Q2: 702,052 shares; 2025Q3: 858,810 shares 858,810 $14M 0.01% +156,758 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,506 shares; 2024Q4: 102,348 shares; 2025Q1: 103,574 shares; 2025Q2: 103,368 shares; 2025Q3: 101,313 shares 101,313 $14M 0.01% -2,055 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: 22,571 shares; 2024Q4: 23,602 shares; 2025Q1: 26,410 shares; 2025Q2: 28,551 shares; 2025Q3: 27,934 shares 27,934 $13.7M 0.01% -617 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,476 shares; 2024Q4: 201,916 shares; 2025Q1: 213,655 shares; 2025Q2: 224,490 shares; 2025Q3: 257,886 shares 257,886 $13.7M 0.01% +33,396 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: 47,387 shares; 2024Q4: 54,298 shares; 2025Q1: 49,727 shares; 2025Q2: 55,463 shares; 2025Q3: 73,216 shares 73,216 $13.7M 0.01% +17,753 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,476 shares; 2024Q4: 169,384 shares; 2025Q1: 168,703 shares; 2025Q2: 172,753 shares; 2025Q3: 174,360 shares 174,360 $13.7M 0.01% +1,607 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,384 shares; 2024Q4: 372,633 shares; 2025Q1: 370,224 shares; 2025Q2: 380,854 shares; 2025Q3: 269,734 shares 269,734 $13.7M 0.01% -111,120 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,430 shares; 2024Q4: 201,185 shares; 2025Q1: 159,252 shares; 2025Q2: 320,275 shares; 2025Q3: 286,616 shares 286,616 $13.5M 0.01% -33,659 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: 123,995 shares; 2024Q4: 133,018 shares; 2025Q1: 150,688 shares; 2025Q2: 138,741 shares; 2025Q3: 135,026 shares 135,026 $13.5M 0.01% -3,715 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,229 shares; 2024Q4: 35,614 shares; 2025Q1: 35,316 shares; 2025Q2: 36,415 shares; 2025Q3: 41,081 shares 41,081 $13.4M 0.01% +4,666 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: 139,342 shares; 2024Q4: 157,036 shares; 2025Q1: 169,721 shares; 2025Q2: 179,731 shares; 2025Q3: 198,076 shares 198,076 $13.4M 0.01% +18,345 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,327 shares; 2024Q4: 271,980 shares; 2025Q1: 506,662 shares; 2025Q2: 442,521 shares; 2025Q3: 419,772 shares 419,772 $13.4M 0.01% -22,749 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,057 shares; 2024Q4: 199,255 shares; 2025Q1: 195,831 shares; 2025Q2: 215,757 shares; 2025Q3: 196,337 shares 196,337 $13.4M 0.01% -19,420 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: 46,289 shares; 2024Q4: 47,005 shares; 2025Q1: 54,149 shares; 2025Q2: 83,532 shares; 2025Q3: 94,568 shares 94,568 $13.3M 0.01% +11,036 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,736 shares; 2024Q4: 38,763 shares; 2025Q1: 45,079 shares; 2025Q2: 41,761 shares; 2025Q3: 53,938 shares 53,938 $13.3M 0.01% +12,177 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,823 shares; 2024Q4: 65,146 shares; 2025Q1: 62,466 shares; 2025Q2: 71,134 shares; 2025Q3: 76,759 shares 76,759 $13.3M 0.01% +5,625 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,010 shares; 2024Q4: 266,552 shares; 2025Q1: 298,426 shares; 2025Q2: 259,110 shares; 2025Q3: 323,367 shares 323,367 $13.3M 0.01% +64,257 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,489 shares; 2024Q4: 49,532 shares; 2025Q1: 48,656 shares; 2025Q2: 49,803 shares; 2025Q3: 56,140 shares 56,140 $13.3M 0.01% +6,337 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,354 shares; 2024Q4: 405,361 shares; 2025Q1: 408,378 shares; 2025Q2: 362,484 shares; 2025Q3: 337,826 shares 337,826 $13.2M 0.01% -24,658 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 9,833 shares; 2025Q1: 340,580 shares; 2025Q2: 98,342 shares; 2025Q3: 57,648 shares 57,648 $13.2M 0.01% -40,694 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: 103,740 shares; 2024Q4: 102,623 shares; 2025Q1: 145,408 shares; 2025Q2: 106,643 shares; 2025Q3: 157,075 shares 157,075 $13.2M 0.01% +50,432 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: 890 shares; 2024Q4: 990 shares; 2025Q1: 992 shares; 2025Q2: 1,431 shares; 2025Q3: 1,621 shares 1,621 $13M 0.01% +190 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874,002 shares; 2024Q4: 862,025 shares; 2025Q1: 1,038,860 shares; 2025Q2: 1,056,326 shares; 2025Q3: 1,078,560 shares 1,078,560 $12.9M 0.01% +22,234 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,317 shares; 2024Q4: 241,708 shares; 2025Q1: 309,354 shares; 2025Q2: 321,583 shares; 2025Q3: 288,666 shares 288,666 $12.9M 0.01% -32,917 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,002 shares; 2024Q4: 448,419 shares; 2025Q1: 537,865 shares; 2025Q2: 574,230 shares; 2025Q3: 665,202 shares 665,202 $12.8M 0.01% +90,972 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: 11,560 shares; 2024Q4: 13,127 shares; 2025Q1: 13,332 shares; 2025Q2: 13,862 shares; 2025Q3: 13,295 shares 13,295 $12.7M 0.01% -567 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: 164,392 shares; 2024Q4: 176,892 shares; 2025Q1: 173,824 shares; 2025Q2: 165,855 shares; 2025Q3: 152,562 shares 152,562 $12.7M 0.01% -13,293 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,004 shares; 2024Q4: 412,071 shares; 2025Q1: 370,878 shares; 2025Q2: 729,104 shares; 2025Q3: 1,134,404 shares 1,134,404 $12.6M 0.01% +405,300 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: 173,801 shares; 2024Q4: 163,831 shares; 2025Q1: 155,362 shares; 2025Q2: 141,905 shares; 2025Q3: 130,758 shares 130,758 $12.4M 0.01% -11,147 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: 44,031 shares; 2024Q4: 41,508 shares; 2025Q1: 47,442 shares; 2025Q2: 53,513 shares; 2025Q3: 73,391 shares 73,391 $12.4M 0.01% +19,878 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,683 shares; 2025Q1: 58,898 shares; 2025Q2: 59,102 shares; 2025Q3: 54,031 shares 54,031 $12.4M 0.01% -5,071 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,876 shares; 2024Q4: 46,038 shares; 2025Q1: 56,638 shares; 2025Q2: 65,545 shares; 2025Q3: 73,585 shares 73,585 $12.4M 0.01% +8,040 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: 25,927 shares; 2024Q4: 31,877 shares; 2025Q1: 34,395 shares; 2025Q2: 32,438 shares; 2025Q3: 35,405 shares 35,405 $12.4M 0.01% +2,967 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: 408,619 shares; 2024Q4: 406,009 shares; 2025Q1: 410,221 shares; 2025Q2: 400,328 shares; 2025Q3: 393,987 shares 393,987 $12.4M 0.01% -6,341 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,916 shares; 2024Q4: 168,827 shares; 2025Q1: 179,821 shares; 2025Q2: 206,866 shares; 2025Q3: 232,149 shares 232,149 $12.3M 0.01% +25,283 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: 68,278 shares; 2024Q4: 69,025 shares; 2025Q1: 78,381 shares; 2025Q2: 75,036 shares; 2025Q3: 74,778 shares 74,778 $12.3M 0.01% -258 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: 79,062 shares; 2024Q4: 87,245 shares; 2025Q1: 85,426 shares; 2025Q2: 114,774 shares; 2025Q3: 136,001 shares 136,001 $12.2M 0.01% +21,227 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,051 shares; 2024Q4: 24,308 shares; 2025Q1: 23,241 shares; 2025Q2: 23,438 shares; 2025Q3: 23,357 shares 23,357 $12.2M 0.01% -81 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,117 shares; 2024Q4: 98,894 shares; 2025Q1: 96,212 shares; 2025Q2: 93,215 shares; 2025Q3: 116,617 shares 116,617 $12.2M 0.01% +23,402 Timeline