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: 27,288,583 shares; 2025Q1: 26,111,101 shares; 2025Q2: 26,245,239 shares; 2025Q3: 21,792,941 shares 21,792,941 $3.18B 13.98% -4,452,298 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: 3,370,961 shares; 2024Q4: 3,338,943 shares; 2025Q1: 3,458,688 shares; 2025Q2: 3,349,012 shares; 2025Q3: 3,414,835 shares 3,414,835 $2.28B 10.04% +65,823 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690,664 shares; 2024Q4: 2,062,905 shares; 2025Q1: 2,121,068 shares; 2025Q2: 1,991,033 shares; 2025Q3: 2,230,271 shares 2,230,271 $1.49B 6.57% +239,238 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: 3,571,523 shares; 2024Q4: 3,729,867 shares; 2025Q1: 3,987,375 shares; 2025Q2: 3,889,335 shares; 2025Q3: 4,027,391 shares 4,027,391 $764M 3.36% +138,056 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: 1,748,404 shares; 2025Q2: 1,749,323 shares; 2025Q3: 1,749,327 shares 1,749,327 $557M 2.45% +4 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: 3,598,181 shares; 2024Q4: 2,641,101 shares; 2025Q1: 2,526,926 shares; 2025Q2: 1,841,239 shares; 2025Q3: 1,877,718 shares 1,877,718 $478M 2.11% +36,479 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: 4,748,795 shares; 2024Q4: 4,552,837 shares; 2025Q1: 4,795,957 shares; 2025Q2: 4,711,784 shares; 2025Q3: 5,125,298 shares 5,125,298 $447M 1.97% +413,514 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: 865,098 shares; 2024Q4: 688,059 shares; 2025Q1: 666,553 shares; 2025Q2: 583,812 shares; 2025Q3: 605,823 shares 605,823 $445M 1.96% +22,011 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: 504,206 shares; 2024Q4: 1,308,797 shares; 2025Q1: 1,247,339 shares; 2025Q2: 1,244,966 shares; 2025Q3: 1,696,702 shares 1,696,702 $390M 1.72% +451,736 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: 5,983,572 shares; 2024Q4: 3,655,169 shares; 2025Q1: 3,714,158 shares; 2025Q2: 3,006,063 shares; 2025Q3: 3,107,666 shares 3,107,666 $369M 1.63% +101,603 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: 1,971,792 shares; 2024Q4: 1,521,587 shares; 2025Q1: 1,474,096 shares; 2025Q2: 1,244,823 shares; 2025Q3: 1,223,976 shares 1,223,976 $298M 1.31% -20,847 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: 4,632,761 shares; 2024Q4: 4,546,333 shares; 2025Q1: 3,995,155 shares; 2025Q2: 3,974,449 shares; 2025Q3: 4,105,579 shares 4,105,579 $293M 1.29% +131,130 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: 409,356 shares; 2024Q4: 425,003 shares; 2025Q1: 457,492 shares; 2025Q2: 430,140 shares; 2025Q3: 472,570 shares 472,570 $290M 1.28% +42,430 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: 1,184,229 shares; 2024Q4: 655,665 shares; 2025Q1: 608,192 shares; 2025Q2: 521,666 shares; 2025Q3: 545,201 shares 545,201 $282M 1.24% +23,535 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: 2,209,862 shares; 2024Q4: 1,137,363 shares; 2025Q1: 940,037 shares; 2025Q2: 829,592 shares; 2025Q3: 832,685 shares 832,685 $277M 1.22% +3,093 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: 878,262 shares; 2024Q4: 859,370 shares; 2025Q1: 849,423 shares; 2025Q2: 788,258 shares; 2025Q3: 807,319 shares 807,319 $266M 1.17% +19,061 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: 1,910,072 shares; 2024Q4: 1,760,976 shares; 2025Q1: 1,544,096 shares; 2025Q2: 1,441,723 shares; 2025Q3: 1,373,987 shares 1,373,987 $251M 1.1% -67,736 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: 562,100 shares; 2024Q4: 522,881 shares; 2025Q1: 517,849 shares; 2025Q2: 463,128 shares; 2025Q3: 479,445 shares 479,445 $225M 0.99% +16,317 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: 2,650,794 shares; 2024Q4: 1,203,591 shares; 2025Q1: 1,150,220 shares; 2025Q2: 921,685 shares; 2025Q3: 1,036,873 shares 1,036,873 $193M 0.85% +115,188 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: 1,294,084 shares; 2024Q4: 871,183 shares; 2025Q1: 790,101 shares; 2025Q2: 691,654 shares; 2025Q3: 711,724 shares 711,724 $173M 0.76% +20,070 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: 611,217 shares; 2024Q4: 569,507 shares; 2025Q1: 566,132 shares; 2025Q2: 520,573 shares; 2025Q3: 542,566 shares 542,566 $167M 0.74% +21,993 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618,266 shares; 2024Q4: 1,644,715 shares; 2025Q1: 1,724,055 shares; 2025Q2: 1,502,067 shares; 2025Q3: 1,576,650 shares 1,576,650 $163M 0.72% +74,583 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: 783,272 shares; 2024Q4: 643,796 shares; 2025Q1: 608,755 shares; 2025Q2: 554,158 shares; 2025Q3: 558,853 shares 558,853 $157M 0.69% +4,695 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: 623,256 shares; 2024Q4: 631,483 shares; 2025Q1: 673,352 shares; 2025Q2: 639,749 shares; 2025Q3: 693,310 shares 693,310 $150M 0.66% +53,561 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201,878 shares; 2024Q4: 1,140,973 shares; 2025Q1: 1,101,922 shares; 2025Q2: 1,101,280 shares; 2025Q3: 1,077,026 shares 1,077,026 $143M 0.63% -24,254 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: 2,986,396 shares; 2024Q4: 6,473,760 shares; 2025Q1: 5,662,429 shares; 2025Q2: 5,537,524 shares; 2025Q3: 6,111,770 shares 6,111,770 $142M 0.63% +574,246 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: 1,552,384 shares; 2024Q4: 773,261 shares; 2025Q1: 722,971 shares; 2025Q2: 570,402 shares; 2025Q3: 619,506 shares 619,506 $136M 0.6% +49,104 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071,849 shares; 2024Q4: 3,684,626 shares; 2025Q1: 4,451,756 shares; 2025Q2: 2,051,213 shares; 2025Q3: 2,082,739 shares 2,082,739 $136M 0.6% +31,526 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241,101 shares; 2024Q4: 1,297,600 shares; 2025Q1: 1,525,994 shares; 2025Q2: 1,449,880 shares; 2025Q3: 1,692,988 shares 1,692,988 $123M 0.54% +243,108 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,722,566 shares; 2025Q3: 3,777,876 shares 3,777,876 $118M 0.52% +55,310 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: 239,626 shares; 2024Q4: 244,926 shares; 2025Q1: 271,955 shares; 2025Q2: 241,544 shares; 2025Q3: 325,197 shares 325,197 $116M 0.51% +83,653 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: 586,341 shares; 2024Q4: 409,030 shares; 2025Q1: 381,669 shares; 2025Q2: 348,874 shares; 2025Q3: 352,739 shares 352,739 $111M 0.49% +3,865 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: 953,887 shares; 2024Q4: 897,971 shares; 2025Q1: 1,359,561 shares; 2025Q2: 1,591,003 shares; 2025Q3: 1,081,871 shares 1,081,871 $109M 0.48% -509,132 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: 464,716 shares; 2024Q4: 752,160 shares; 2025Q1: 724,185 shares; 2025Q2: 759,847 shares; 2025Q3: 767,950 shares 767,950 $106M 0.47% +8,103 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: 1,614,152 shares; 2024Q4: 1,584,971 shares; 2025Q1: 1,636,761 shares; 2025Q2: 1,619,232 shares; 2025Q3: 1,745,349 shares 1,745,349 $105M 0.46% +126,117 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: 490,066 shares; 2024Q4: 395,139 shares; 2025Q1: 404,690 shares; 2025Q2: 412,539 shares; 2025Q3: 415,021 shares 415,021 $100M 0.44% +2,482 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: 375,094 shares; 2024Q4: 370,770 shares; 2025Q1: 369,569 shares; 2025Q2: 331,969 shares; 2025Q3: 334,677 shares 334,677 $98.7M 0.43% +2,708 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: 208,700 shares; 2024Q4: 165,843 shares; 2025Q1: 170,433 shares; 2025Q2: 145,351 shares; 2025Q3: 157,926 shares 157,926 $94.9M 0.42% +12,575 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: 328,996 shares; 2024Q4: 219,860 shares; 2025Q1: 213,084 shares; 2025Q2: 180,065 shares; 2025Q3: 186,317 shares 186,317 $93.7M 0.41% +6,252 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048,509 shares; 2024Q4: 2,152,195 shares; 2025Q1: 2,256,786 shares; 2025Q2: 2,257,387 shares; 2025Q3: 2,431,665 shares 2,431,665 $93.1M 0.41% +174,278 Timeline SCHY 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: 1,980,722 shares; 2024Q4: 1,882,097 shares; 2025Q1: 3,173,277 shares; 2025Q2: 3,142,349 shares; 2025Q3: 3,255,031 shares 3,255,031 $90.9M 0.4% +112,682 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: 176,680 shares; 2024Q4: 185,290 shares; 2025Q1: 197,538 shares; 2025Q2: 180,341 shares; 2025Q3: 187,047 shares 187,047 $89.8M 0.4% +6,706 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,560 shares; 2024Q4: 4,439,547 shares; 2025Q1: 8,248,547 shares; 2025Q2: 8,010,774 shares; 2025Q3: 6,552,590 shares 6,552,590 $86.1M 0.38% -1,458,184 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: 423,638 shares; 2024Q4: 216,293 shares; 2025Q1: 220,613 shares; 2025Q2: 190,714 shares; 2025Q3: 180,524 shares 180,524 $80.3M 0.35% -10,190 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: 1,229,926 shares; 2024Q4: 1,424,630 shares; 2025Q1: 1,319,433 shares; 2025Q2: 1,340,393 shares; 2025Q3: 1,382,590 shares 1,382,590 $74.9M 0.33% +42,197 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819,108 shares; 2024Q4: 3,881,088 shares; 2025Q1: 3,118,745 shares; 2025Q2: 2,806,990 shares; 2025Q3: 2,835,035 shares 2,835,035 $74.7M 0.33% +28,045 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: 555,819 shares; 2024Q4: 517,115 shares; 2025Q1: 518,635 shares; 2025Q2: 379,199 shares; 2025Q3: 377,340 shares 377,340 $73.4M 0.32% -1,859 Timeline AVUQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,960 shares; 2025Q2: 1,164,803 shares; 2025Q3: 1,165,651 shares 1,165,651 $69.2M 0.3% +848 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: 1,927,782 shares; 2024Q4: 5,513,275 shares; 2025Q1: 7,582,282 shares; 2025Q2: 2,405,858 shares; 2025Q3: 2,470,967 shares 2,470,967 $67.5M 0.3% +65,109 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,659 shares; 2024Q4: 1,314,130 shares; 2025Q1: 1,314,515 shares; 2025Q2: 1,374,087 shares; 2025Q3: 1,522,979 shares 1,522,979 $67.3M 0.3% +148,892 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: 1,121,208 shares; 2024Q4: 837,450 shares; 2025Q1: 754,894 shares; 2025Q2: 647,828 shares; 2025Q3: 651,166 shares 651,166 $67.1M 0.3% +3,338 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658,382 shares; 2024Q4: 1,271,592 shares; 2025Q1: 1,252,315 shares; 2025Q2: 1,196,669 shares; 2025Q3: 1,296,428 shares 1,296,428 $66.9M 0.29% +99,759 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: 679,446 shares; 2024Q4: 610,222 shares; 2025Q1: 747,979 shares; 2025Q2: 589,603 shares; 2025Q3: 615,154 shares 615,154 $66.9M 0.29% +25,551 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: 558,399 shares; 2024Q4: 404,260 shares; 2025Q1: 390,640 shares; 2025Q2: 354,298 shares; 2025Q3: 358,377 shares 358,377 $66.5M 0.29% +4,079 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: 1,054,758 shares; 2024Q4: 945,849 shares; 2025Q1: 827,833 shares; 2025Q2: 815,664 shares; 2025Q3: 994,570 shares 994,570 $65.6M 0.29% +178,906 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: 406,047 shares; 2024Q4: 217,782 shares; 2025Q1: 207,788 shares; 2025Q2: 181,301 shares; 2025Q3: 186,915 shares 186,915 $63.8M 0.28% +5,614 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: 332,676 shares; 2024Q4: 343,733 shares; 2025Q1: 767,723 shares; 2025Q2: 799,370 shares; 2025Q3: 848,286 shares 848,286 $63.7M 0.28% +48,916 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: 284,114 shares; 2024Q4: 294,504 shares; 2025Q1: 308,620 shares; 2025Q2: 280,451 shares; 2025Q3: 297,423 shares 297,423 $62.4M 0.27% +16,972 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: 174,919 shares; 2024Q4: 136,368 shares; 2025Q1: 576,446 shares; 2025Q2: 587,924 shares; 2025Q3: 620,532 shares 620,532 $61.8M 0.27% +32,608 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: 545,592 shares; 2024Q4: 478,104 shares; 2025Q1: 429,475 shares; 2025Q2: 400,070 shares; 2025Q3: 416,124 shares 416,124 $60.6M 0.27% +16,054 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: 746,961 shares; 2024Q4: 701,469 shares; 2025Q1: 703,050 shares; 2025Q2: 613,813 shares; 2025Q3: 640,994 shares 640,994 $59.8M 0.26% +27,181 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: 452,171 shares; 2024Q4: 213,805 shares; 2025Q1: 200,023 shares; 2025Q2: 169,502 shares; 2025Q3: 172,686 shares 172,686 $59.6M 0.26% +3,184 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: 323,714 shares; 2024Q4: 300,081 shares; 2025Q1: 290,291 shares; 2025Q2: 276,482 shares; 2025Q3: 289,965 shares 289,965 $59M 0.26% +13,483 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: 1,012,074 shares; 2024Q4: 779,166 shares; 2025Q1: 707,104 shares; 2025Q2: 662,663 shares; 2025Q3: 591,821 shares 591,821 $58M 0.26% -70,842 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: 126,670 shares; 2024Q4: 223,911 shares; 2025Q1: 283,371 shares; 2025Q2: 225,703 shares; 2025Q3: 226,044 shares 226,044 $55.9M 0.25% +341 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: 443,657 shares; 2024Q4: 370,045 shares; 2025Q1: 529,291 shares; 2025Q2: 518,513 shares; 2025Q3: 557,940 shares 557,940 $55.7M 0.25% +39,427 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: 107,675 shares; 2024Q4: 203,407 shares; 2025Q1: 328,905 shares; 2025Q2: 439,801 shares; 2025Q3: 791,948 shares 791,948 $51.5M 0.23% +352,147 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: 140,202 shares; 2024Q4: 98,563 shares; 2025Q1: 96,807 shares; 2025Q2: 85,420 shares; 2025Q3: 87,735 shares 87,735 $49.9M 0.22% +2,315 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: 433,608 shares; 2024Q4: 434,421 shares; 2025Q1: 503,803 shares; 2025Q2: 562,620 shares; 2025Q3: 612,761 shares 612,761 $48.3M 0.21% +50,141 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,665 shares; 2024Q4: 441,091 shares; 2025Q1: 499,845 shares; 2025Q2: 510,966 shares; 2025Q3: 527,264 shares 527,264 $47.2M 0.21% +16,298 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: 287,996 shares; 2024Q4: 264,561 shares; 2025Q1: 285,322 shares; 2025Q2: 241,252 shares; 2025Q3: 251,657 shares 251,657 $47.2M 0.21% +10,405 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,727 shares; 2024Q4: 59,505 shares; 2025Q1: 59,418 shares; 2025Q2: 58,506 shares; 2025Q3: 58,837 shares 58,837 $46.1M 0.2% +331 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: 521,912 shares; 2024Q4: 286,851 shares; 2025Q1: 267,995 shares; 2025Q2: 137,314 shares; 2025Q3: 139,682 shares 139,682 $46.1M 0.2% +2,368 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: 133,134 shares; 2024Q4: 78,990 shares; 2025Q1: 67,683 shares; 2025Q2: 61,485 shares; 2025Q3: 60,226 shares 60,226 $46M 0.2% -1,259 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: 177,538 shares; 2024Q4: 115,877 shares; 2025Q1: 108,894 shares; 2025Q2: 103,803 shares; 2025Q3: 95,518 shares 95,518 $45.6M 0.2% -8,285 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: 147,846 shares; 2024Q4: 105,201 shares; 2025Q1: 118,703 shares; 2025Q2: 118,230 shares; 2025Q3: 118,337 shares 118,337 $44.8M 0.2% +107 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: 452,314 shares; 2024Q4: 291,368 shares; 2025Q1: 263,285 shares; 2025Q2: 306,059 shares; 2025Q3: 317,441 shares 317,441 $44.6M 0.2% +11,382 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: 199,823 shares; 2024Q4: 195,195 shares; 2025Q1: 185,380 shares; 2025Q2: 135,873 shares; 2025Q3: 139,292 shares 139,292 $44.6M 0.2% +3,419 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,590 shares; 2024Q4: 635,524 shares; 2025Q1: 693,636 shares; 2025Q2: 544,608 shares; 2025Q3: 604,108 shares 604,108 $44.5M 0.2% +59,500 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454,934 shares; 2025Q2: 457,396 shares; 2025Q3: 557,152 shares 557,152 $42.6M 0.19% +99,756 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: 593,424 shares; 2024Q4: 403,409 shares; 2025Q1: 366,533 shares; 2025Q2: 351,857 shares; 2025Q3: 360,277 shares 360,277 $40.6M 0.18% +8,420 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: 896,312 shares; 2024Q4: 668,032 shares; 2025Q1: 644,576 shares; 2025Q2: 582,566 shares; 2025Q3: 583,814 shares 583,814 $39.9M 0.18% +1,248 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: 342,879 shares; 2024Q4: 270,606 shares; 2025Q1: 209,048 shares; 2025Q2: 181,568 shares; 2025Q3: 172,121 shares 172,121 $39.9M 0.18% -9,447 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: 132,896 shares; 2024Q4: 129,067 shares; 2025Q1: 128,408 shares; 2025Q2: 126,910 shares; 2025Q3: 126,244 shares 126,244 $37.8M 0.17% -666 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: 169,153 shares; 2024Q4: 120,393 shares; 2025Q1: 148,680 shares; 2025Q2: 139,704 shares; 2025Q3: 153,152 shares 153,152 $37.6M 0.17% +13,448 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: 101,623 shares; 2024Q4: 171,291 shares; 2025Q1: 222,762 shares; 2025Q2: 199,387 shares; 2025Q3: 201,948 shares 201,948 $37.1M 0.16% +2,561 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: 534,482 shares; 2024Q4: 384,799 shares; 2025Q1: 377,974 shares; 2025Q2: 374,103 shares; 2025Q3: 383,024 shares 383,024 $36.6M 0.16% +8,921 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,840 shares; 2024Q4: 676,199 shares; 2025Q1: 935,242 shares; 2025Q2: 1,242,749 shares; 2025Q3: 1,575,125 shares 1,575,125 $36.4M 0.16% +332,376 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,509 shares; 2024Q4: 189,956 shares; 2025Q1: 604,142 shares; 2025Q2: 624,292 shares; 2025Q3: 640,785 shares 640,785 $35.6M 0.16% +16,493 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: 188,238 shares; 2024Q4: 147,484 shares; 2025Q1: 136,881 shares; 2025Q2: 120,689 shares; 2025Q3: 123,461 shares 123,461 $34.8M 0.15% +2,772 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: 47,266 shares; 2024Q4: 4,270 shares; 2025Q1: 389,116 shares; 2025Q2: 383,222 shares; 2025Q3: 385,491 shares 385,491 $34.3M 0.15% +2,269 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: 444,958 shares; 2024Q4: 352,714 shares; 2025Q1: 349,498 shares; 2025Q2: 318,476 shares; 2025Q3: 265,361 shares 265,361 $32.9M 0.14% -53,115 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: 193,531 shares; 2024Q4: 140,569 shares; 2025Q1: 122,760 shares; 2025Q2: 104,394 shares; 2025Q3: 107,330 shares 107,330 $32.6M 0.14% +2,936 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,435 shares; 2024Q4: 465,030 shares; 2025Q1: 430,970 shares; 2025Q2: 365,971 shares; 2025Q3: 369,634 shares 369,634 $31.9M 0.14% +3,663 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: 232,767 shares; 2024Q4: 127,550 shares; 2025Q1: 182,852 shares; 2025Q2: 183,231 shares; 2025Q3: 187,159 shares 187,159 $31.1M 0.14% +3,928 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: 75,816 shares; 2024Q4: 42,860 shares; 2025Q1: 38,771 shares; 2025Q2: 31,491 shares; 2025Q3: 32,607 shares 32,607 $30.2M 0.13% +1,116 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: 299,496 shares; 2024Q4: 204,184 shares; 2025Q1: 183,998 shares; 2025Q2: 176,222 shares; 2025Q3: 178,725 shares 178,725 $29.9M 0.13% +2,503 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,887 shares; 2024Q4: 329,417 shares; 2025Q1: 311,986 shares; 2025Q2: 307,951 shares; 2025Q3: 308,980 shares 308,980 $29M 0.13% +1,029 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: 545,066 shares; 2024Q4: 514,284 shares; 2025Q1: 456,883 shares; 2025Q2: 376,287 shares; 2025Q3: 387,311 shares 387,311 $28.5M 0.13% +11,024 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135,675 shares; 2024Q4: 956,354 shares; 2025Q1: 937,585 shares; 2025Q2: 773,220 shares; 2025Q3: 773,761 shares 773,761 $27.6M 0.12% +541 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: 43,878 shares; 2024Q4: 23,296 shares; 2025Q1: 36,510 shares; 2025Q2: 33,019 shares; 2025Q3: 34,188 shares 34,188 $27.2M 0.12% +1,169 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: 360,714 shares; 2024Q4: 250,517 shares; 2025Q1: 203,263 shares; 2025Q2: 168,042 shares; 2025Q3: 174,822 shares 174,822 $27.1M 0.12% +6,780 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: 355,504 shares; 2024Q4: 209,947 shares; 2025Q1: 200,991 shares; 2025Q2: 169,234 shares; 2025Q3: 174,386 shares 174,386 $26.8M 0.12% +5,152 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: 416,570 shares; 2024Q4: 287,300 shares; 2025Q1: 292,627 shares; 2025Q2: 289,534 shares; 2025Q3: 352,607 shares 352,607 $26.6M 0.12% +63,073 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: 331,073 shares; 2024Q4: 222,862 shares; 2025Q1: 216,726 shares; 2025Q2: 190,451 shares; 2025Q3: 195,609 shares 195,609 $26.2M 0.12% +5,158 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: 226,010 shares; 2024Q4: 202,296 shares; 2025Q1: 140,434 shares; 2025Q2: 234,963 shares; 2025Q3: 236,736 shares 236,736 $25.2M 0.11% +1,773 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,151 shares; 2024Q4: 268,319 shares; 2025Q1: 170,610 shares; 2025Q2: 157,024 shares; 2025Q3: 160,409 shares 160,409 $24.8M 0.11% +3,385 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: 84,446 shares; 2024Q4: 88,550 shares; 2025Q1: 90,397 shares; 2025Q2: 79,473 shares; 2025Q3: 82,681 shares 82,681 $24.6M 0.11% +3,208 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: 773,813 shares; 2024Q4: 320,245 shares; 2025Q1: 302,481 shares; 2025Q2: 284,571 shares; 2025Q3: 290,959 shares 290,959 $24.4M 0.11% +6,388 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: 114,569 shares; 2024Q4: 180,334 shares; 2025Q1: 272,633 shares; 2025Q2: 222,802 shares; 2025Q3: 265,562 shares 265,562 $24.4M 0.11% +42,760 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: 69,674 shares; 2024Q4: 17,619 shares; 2025Q1: 16,113 shares; 2025Q2: 17,968 shares; 2025Q3: 19,891 shares 19,891 $23.8M 0.1% +1,923 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: 181,161 shares; 2024Q4: 344,351 shares; 2025Q1: 266,016 shares; 2025Q2: 235,074 shares; 2025Q3: 236,206 shares 236,206 $23.7M 0.1% +1,132 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,110 shares; 2024Q4: 256,608 shares; 2025Q1: 259,123 shares; 2025Q2: 258,857 shares; 2025Q3: 264,514 shares 264,514 $23.5M 0.1% +5,657 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,638 shares; 2024Q4: 236,227 shares; 2025Q1: 299,976 shares; 2025Q2: 261,473 shares; 2025Q3: 259,666 shares 259,666 $23.3M 0.1% -1,807 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: 188,687 shares; 2024Q4: 160,500 shares; 2025Q1: 159,973 shares; 2025Q2: 214,607 shares; 2025Q3: 241,426 shares 241,426 $23.3M 0.1% +26,819 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: 80,522 shares; 2024Q4: 51,094 shares; 2025Q1: 49,848 shares; 2025Q2: 50,572 shares; 2025Q3: 50,654 shares 50,654 $23.2M 0.1% +82 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: 364,844 shares; 2024Q4: 303,116 shares; 2025Q1: 297,063 shares; 2025Q2: 282,061 shares; 2025Q3: 283,281 shares 283,281 $23.2M 0.1% +1,220 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,261 shares; 2024Q4: 6,053,065 shares; 2025Q1: 6,140,749 shares; 2025Q2: 1,270,468 shares; 2025Q3: 1,366,718 shares 1,366,718 $23.1M 0.1% +96,250 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: 289,960 shares; 2024Q4: 267,011 shares; 2025Q1: 254,811 shares; 2025Q2: 249,802 shares; 2025Q3: 258,178 shares 258,178 $23.1M 0.1% +8,376 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: 43,088 shares; 2024Q4: 36,496 shares; 2025Q1: 34,244 shares; 2025Q2: 31,490 shares; 2025Q3: 30,667 shares 30,667 $22.9M 0.1% -823 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,115 shares; 2024Q4: 160,817 shares; 2025Q1: 166,382 shares; 2025Q2: 158,013 shares; 2025Q3: 123,418 shares 123,418 $22.8M 0.1% -34,595 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: 178,466 shares; 2024Q4: 111,885 shares; 2025Q1: 111,278 shares; 2025Q2: 110,026 shares; 2025Q3: 110,700 shares 110,700 $22.7M 0.1% +674 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: 146,495 shares; 2024Q4: 118,314 shares; 2025Q1: 128,354 shares; 2025Q2: 126,386 shares; 2025Q3: 129,352 shares 129,352 $21.8M 0.1% +2,966 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: 252,660 shares; 2024Q4: 124,382 shares; 2025Q1: 148,098 shares; 2025Q2: 130,984 shares; 2025Q3: 134,274 shares 134,274 $21.8M 0.1% +3,290 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: 220,159 shares; 2024Q4: 177,536 shares; 2025Q1: 171,593 shares; 2025Q2: 161,096 shares; 2025Q3: 164,815 shares 164,815 $21.6M 0.1% +3,719 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: 262,719 shares; 2024Q4: 178,694 shares; 2025Q1: 153,833 shares; 2025Q2: 144,134 shares; 2025Q3: 148,768 shares 148,768 $21.5M 0.09% +4,634 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,016 shares; 2024Q4: 88,049 shares; 2025Q1: 88,892 shares; 2025Q2: 88,260 shares; 2025Q3: 89,860 shares 89,860 $20.9M 0.09% +1,600 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,853 shares; 2024Q4: 1,114,475 shares; 2025Q1: 577,522 shares; 2025Q2: 555,716 shares; 2025Q3: 554,473 shares 554,473 $20.7M 0.09% -1,243 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: 440,552 shares; 2024Q4: 301,166 shares; 2025Q1: 299,627 shares; 2025Q2: 236,943 shares; 2025Q3: 244,005 shares 244,005 $20.7M 0.09% +7,062 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,859 shares; 2024Q4: 185,527 shares; 2025Q1: 173,899 shares; 2025Q2: 143,677 shares; 2025Q3: 149,361 shares 149,361 $20.6M 0.09% +5,684 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: 295,762 shares; 2024Q4: 192,472 shares; 2025Q1: 131,067 shares; 2025Q2: 172,508 shares; 2025Q3: 178,650 shares 178,650 $20.5M 0.09% +6,142 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,391,514 shares; 2025Q1: 1,313,478 shares; 2025Q2: 1,236,539 shares; 2025Q3: 1,426,522 shares 1,426,522 $20.3M 0.09% +189,983 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: 223,222 shares; 2024Q4: 192,428 shares; 2025Q1: 180,330 shares; 2025Q2: 169,370 shares; 2025Q3: 168,190 shares 168,190 $20.3M 0.09% -1,180 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,539 shares; 2024Q4: 469,877 shares; 2025Q1: 466,215 shares; 2025Q2: 416,419 shares; 2025Q3: 465,027 shares 465,027 $19.7M 0.09% +48,608 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 485,360 shares; 2025Q1: 560,360 shares; 2025Q2: 82,095 shares; 2025Q3: 172,095 shares 172,095 $19.6M 0.09% +90,000 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,131 shares; 2024Q4: 107,316 shares; 2025Q1: 106,799 shares; 2025Q2: 100,480 shares; 2025Q3: 104,350 shares 104,350 $19.6M 0.09% +3,870 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: 305,434 shares; 2024Q4: 145,547 shares; 2025Q1: 288,238 shares; 2025Q2: 273,774 shares; 2025Q3: 287,711 shares 287,711 $19.3M 0.09% +13,937 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: 166,539 shares; 2024Q4: 158,470 shares; 2025Q1: 115,768 shares; 2025Q2: 125,840 shares; 2025Q3: 128,973 shares 128,973 $19.2M 0.08% +3,133 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,602 shares; 2024Q4: 218,627 shares; 2025Q1: 244,904 shares; 2025Q2: 245,343 shares; 2025Q3: 258,055 shares 258,055 $18.9M 0.08% +12,712 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: 78 shares; 2024Q4: 23 shares; 2025Q1: 39 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $18.9M 0.08% 0 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: 58,627 shares; 2024Q4: 29,967 shares; 2025Q1: 29,227 shares; 2025Q2: 32,879 shares; 2025Q3: 38,672 shares 38,672 $18.8M 0.08% +5,793 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: 631,748 shares; 2024Q4: 425,769 shares; 2025Q1: 320,009 shares; 2025Q2: 283,199 shares; 2025Q3: 278,214 shares 278,214 $18.6M 0.08% -4,985 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: 44,447 shares; 2024Q4: 24,283 shares; 2025Q1: 85,088 shares; 2025Q2: 127,005 shares; 2025Q3: 130,655 shares 130,655 $18.5M 0.08% +3,650 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,728,574 shares; 2025Q1: 1,959,930 shares; 2025Q2: 1,999,478 shares; 2025Q3: 2,114,487 shares 2,114,487 $18.5M 0.08% +115,009 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,503 shares; 2024Q4: 604,350 shares; 2025Q1: 663,331 shares; 2025Q2: 698,472 shares; 2025Q3: 853,066 shares 853,066 $18.4M 0.08% +154,594 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,235 shares; 2024Q4: 492,359 shares; 2025Q1: 534,536 shares; 2025Q2: 533,414 shares; 2025Q3: 543,908 shares 543,908 $18.3M 0.08% +10,494 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: 35,913 shares; 2024Q4: 21,021 shares; 2025Q1: 20,001 shares; 2025Q2: 15,278 shares; 2025Q3: 36,985 shares 36,985 $18.1M 0.08% +21,707 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,530 shares; 2024Q4: 532,511 shares; 2025Q1: 589,884 shares; 2025Q2: 598,858 shares; 2025Q3: 609,423 shares 609,423 $18.1M 0.08% +10,565 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,406 shares; 2024Q4: 452,448 shares; 2025Q1: 511,912 shares; 2025Q2: 616,012 shares; 2025Q3: 858,254 shares 858,254 $18M 0.08% +242,242 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: 112,753 shares; 2024Q4: 107,252 shares; 2025Q1: 106,612 shares; 2025Q2: 155,992 shares; 2025Q3: 157,586 shares 157,586 $17.9M 0.08% +1,594 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: 71,870 shares; 2024Q4: 69,349 shares; 2025Q1: 69,250 shares; 2025Q2: 48,923 shares; 2025Q3: 48,901 shares 48,901 $17.9M 0.08% -22 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,476 shares 158,476 $17.6M 0.08% new 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: 124,644 shares; 2024Q4: 124,617 shares; 2025Q1: 125,568 shares; 2025Q2: 125,180 shares; 2025Q3: 125,245 shares 125,245 $17.3M 0.08% +65 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: 967,563 shares; 2024Q4: 397,676 shares; 2025Q1: 474,419 shares; 2025Q2: 649,758 shares; 2025Q3: 669,185 shares 669,185 $17.1M 0.08% +19,427 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: 101,249 shares; 2024Q4: 76,739 shares; 2025Q1: 64,802 shares; 2025Q2: 57,154 shares; 2025Q3: 59,910 shares 59,910 $17M 0.07% +2,756 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,287 shares; 2024Q4: 103,227 shares; 2025Q1: 97,873 shares; 2025Q2: 77,238 shares; 2025Q3: 78,748 shares 78,748 $16.6M 0.07% +1,510 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: 126,740 shares; 2024Q4: 62,470 shares; 2025Q1: 51,045 shares; 2025Q2: 38,653 shares; 2025Q3: 40,775 shares 40,775 $16.5M 0.07% +2,122 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: 201,236 shares; 2024Q4: 110,351 shares; 2025Q1: 76,624 shares; 2025Q2: 58,270 shares; 2025Q3: 58,582 shares 58,582 $16.5M 0.07% +312 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,113 shares; 2024Q4: 333,334 shares; 2025Q1: 306,371 shares; 2025Q2: 289,657 shares; 2025Q3: 223,650 shares 223,650 $16.4M 0.07% -66,007 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: 134,992 shares; 2024Q4: 114,081 shares; 2025Q1: 54,498 shares; 2025Q2: 23,059 shares; 2025Q3: 22,771 shares 22,771 $16.4M 0.07% -288 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: 101,867 shares; 2024Q4: 56,061 shares; 2025Q1: 53,494 shares; 2025Q2: 48,584 shares; 2025Q3: 49,028 shares 49,028 $16.3M 0.07% +444 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: 165,621 shares; 2024Q4: 78,025 shares; 2025Q1: 93,186 shares; 2025Q2: 62,327 shares; 2025Q3: 65,497 shares 65,497 $16.2M 0.07% +3,170 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: 749,048 shares; 2024Q4: 653,311 shares; 2025Q1: 661,856 shares; 2025Q2: 567,258 shares; 2025Q3: 568,322 shares 568,322 $16.1M 0.07% +1,064 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,629 shares; 2024Q4: 211,936 shares; 2025Q1: 195,491 shares; 2025Q2: 153,108 shares; 2025Q3: 166,888 shares 166,888 $16M 0.07% +13,780 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317,521 shares 317,521 $16M 0.07% new 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: 98,616 shares; 2024Q4: 86,127 shares; 2025Q1: 92,030 shares; 2025Q2: 104,394 shares; 2025Q3: 111,402 shares 111,402 $16M 0.07% +7,008 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: 16,198 shares; 2024Q4: 16,498 shares; 2025Q1: 16,498 shares; 2025Q2: 332,140 shares; 2025Q3: 526,282 shares 526,282 $15.6M 0.07% +194,142 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,080 shares; 2024Q4: 97,822 shares; 2025Q1: 97,603 shares; 2025Q2: 87,171 shares; 2025Q3: 88,821 shares 88,821 $15.6M 0.07% +1,650 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: 66,512 shares; 2024Q4: 58,603 shares; 2025Q1: 60,341 shares; 2025Q2: 59,323 shares; 2025Q3: 60,810 shares 60,810 $15.5M 0.07% +1,487 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: 71,740 shares; 2024Q4: 61,272 shares; 2025Q1: 64,461 shares; 2025Q2: 52,305 shares; 2025Q3: 45,382 shares 45,382 $15.3M 0.07% -6,923 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,619 shares; 2024Q4: 349,619 shares; 2025Q1: 345,089 shares; 2025Q2: 333,628 shares; 2025Q3: 356,592 shares 356,592 $15.3M 0.07% +22,964 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: 103,991 shares; 2024Q4: 94,047 shares; 2025Q1: 111,561 shares; 2025Q2: 109,667 shares; 2025Q3: 112,152 shares 112,152 $15.3M 0.07% +2,485 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,927 shares; 2024Q4: 34,871 shares; 2025Q1: 39,630 shares; 2025Q2: 37,755 shares; 2025Q3: 38,790 shares 38,790 $15.1M 0.07% +1,035 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,524 shares; 2024Q4: 86,649 shares; 2025Q1: 207,360 shares; 2025Q2: 201,200 shares; 2025Q3: 205,281 shares 205,281 $15.1M 0.07% +4,081 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: 137,250 shares; 2024Q4: 117,425 shares; 2025Q1: 111,969 shares; 2025Q2: 101,823 shares; 2025Q3: 106,138 shares 106,138 $15M 0.07% +4,315 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: 535,042 shares; 2024Q4: 438,528 shares; 2025Q1: 435,585 shares; 2025Q2: 329,083 shares; 2025Q3: 331,642 shares 331,642 $15M 0.07% +2,559 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,219 shares; 2024Q4: 319,109 shares; 2025Q1: 321,111 shares; 2025Q2: 172,011 shares; 2025Q3: 174,125 shares 174,125 $14.6M 0.06% +2,114 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,865 shares; 2024Q4: 495,375 shares; 2025Q1: not reported; 2025Q2: 308,845 shares; 2025Q3: 378,183 shares 378,183 $14.5M 0.06% +69,338 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: 17,335 shares; 2024Q4: 6,912 shares; 2025Q1: 23,759 shares; 2025Q2: 22,237 shares; 2025Q3: 23,713 shares 23,713 $14.4M 0.06% +1,476 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: 333,371 shares; 2024Q4: 273,182 shares; 2025Q1: 275,010 shares; 2025Q2: 234,313 shares; 2025Q3: 236,354 shares 236,354 $14.4M 0.06% +2,041 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: 50,320 shares; 2024Q4: 36,133 shares; 2025Q1: 23,208 shares; 2025Q2: 21,570 shares; 2025Q3: 23,950 shares 23,950 $14.3M 0.06% +2,380 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,199 shares; 2024Q4: 496,953 shares; 2025Q1: 421,846 shares; 2025Q2: 260,854 shares; 2025Q3: 280,724 shares 280,724 $14.2M 0.06% +19,870 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: 225,793 shares; 2024Q4: 140,210 shares; 2025Q1: 181,390 shares; 2025Q2: 95,833 shares; 2025Q3: 157,742 shares 157,742 $14.1M 0.06% +61,909 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: 48,784 shares; 2024Q4: 32,286 shares; 2025Q1: 31,130 shares; 2025Q2: 27,532 shares; 2025Q3: 28,019 shares 28,019 $14M 0.06% +487 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: 78,138 shares; 2024Q4: 36,785 shares; 2025Q1: 113,833 shares; 2025Q2: 104,952 shares; 2025Q3: 108,372 shares 108,372 $13.9M 0.06% +3,420 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,567 shares; 2024Q4: 40,058 shares; 2025Q1: 39,801 shares; 2025Q2: 40,600 shares; 2025Q3: 40,780 shares 40,780 $13.8M 0.06% +180 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: 82,814 shares; 2024Q4: 38,557 shares; 2025Q1: 146,700 shares; 2025Q2: 274,533 shares; 2025Q3: 278,858 shares 278,858 $13.7M 0.06% +4,325 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: 117,632 shares; 2024Q4: 82,980 shares; 2025Q1: 63,007 shares; 2025Q2: 52,639 shares; 2025Q3: 53,524 shares 53,524 $13.5M 0.06% +885 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: 73,881 shares; 2024Q4: 48,231 shares; 2025Q1: 207,073 shares; 2025Q2: 194,552 shares; 2025Q3: 139,403 shares 139,403 $13.4M 0.06% -55,149 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: 148,053 shares; 2024Q4: 79,900 shares; 2025Q1: 60,608 shares; 2025Q2: 57,604 shares; 2025Q3: 56,201 shares 56,201 $13.3M 0.06% -1,403 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,560 shares; 2024Q4: 35,327 shares; 2025Q1: 37,459 shares; 2025Q2: 36,551 shares; 2025Q3: 36,585 shares 36,585 $13.3M 0.06% +34 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: 140,218 shares; 2024Q4: 107,028 shares; 2025Q1: 106,945 shares; 2025Q2: 116,559 shares; 2025Q3: 118,452 shares 118,452 $13.3M 0.06% +1,893 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,624 shares; 2024Q4: 186,169 shares; 2025Q1: 192,129 shares; 2025Q2: 194,212 shares; 2025Q3: 197,878 shares 197,878 $13.1M 0.06% +3,666 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 118,804 shares; 2025Q1: 113,994 shares; 2025Q2: 114,189 shares; 2025Q3: 134,164 shares 134,164 $13.1M 0.06% +19,975 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: 85,066 shares; 2024Q4: 51,896 shares; 2025Q1: 50,942 shares; 2025Q2: 45,407 shares; 2025Q3: 46,138 shares 46,138 $13M 0.06% +731 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,558 shares; 2024Q4: 108,376 shares; 2025Q1: 114,808 shares; 2025Q2: 104,618 shares; 2025Q3: 105,719 shares 105,719 $12.9M 0.06% +1,101 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: 79,010 shares; 2024Q4: 81,895 shares; 2025Q1: 87,300 shares; 2025Q2: 86,672 shares; 2025Q3: 89,007 shares 89,007 $12.6M 0.06% +2,335 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 1,341 shares; 2025Q1: 1,960 shares; 2025Q2: 85,967 shares; 2025Q3: 89,322 shares 89,322 $12.5M 0.06% +3,355 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,005 shares; 2024Q4: 173,953 shares; 2025Q1: 172,290 shares; 2025Q2: 119,705 shares; 2025Q3: 171,426 shares 171,426 $12.4M 0.05% +51,721 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: 279,717 shares; 2024Q4: 276,326 shares; 2025Q1: 285,515 shares; 2025Q2: 286,355 shares; 2025Q3: 216,281 shares 216,281 $12.3M 0.05% -70,074 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,303 shares; 2024Q4: 7,864 shares; 2025Q1: 36,096 shares; 2025Q2: 271,892 shares; 2025Q3: 272,116 shares 272,116 $12.2M 0.05% +224 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: 190,381 shares; 2024Q4: 134,471 shares; 2025Q1: 166,143 shares; 2025Q2: 178,810 shares; 2025Q3: 182,306 shares 182,306 $12.2M 0.05% +3,496 Timeline VLUE 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: 94,507 shares; 2024Q4: 102,198 shares; 2025Q1: 97,201 shares; 2025Q2: 81,508 shares; 2025Q3: 96,183 shares 96,183 $12M 0.05% +14,675 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: 202,789 shares; 2024Q4: 64,700 shares; 2025Q1: 59,448 shares; 2025Q2: 41,640 shares; 2025Q3: 42,892 shares 42,892 $12M 0.05% +1,252 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: 84,810 shares; 2024Q4: 60,283 shares; 2025Q1: 58,708 shares; 2025Q2: 52,385 shares; 2025Q3: 54,108 shares 54,108 $11.9M 0.05% +1,723 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: 168,473 shares; 2024Q4: 94,522 shares; 2025Q1: 172,072 shares; 2025Q2: 65,274 shares; 2025Q3: 69,831 shares 69,831 $11.9M 0.05% +4,557 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: 155,567 shares; 2024Q4: 152,978 shares; 2025Q1: 230,322 shares; 2025Q2: 237,530 shares; 2025Q3: 235,161 shares 235,161 $11.9M 0.05% -2,369 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,834 shares; 2025Q2: 244,935 shares; 2025Q3: 281,196 shares 281,196 $11.9M 0.05% +36,261 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,938 shares; 2024Q4: 92,151 shares; 2025Q1: 97,221 shares; 2025Q2: 85,094 shares; 2025Q3: 89,796 shares 89,796 $11.8M 0.05% +4,702 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: 20,048 shares; 2024Q4: 143,296 shares; 2025Q1: 87,688 shares; 2025Q2: 372,009 shares; 2025Q3: 376,619 shares 376,619 $11.8M 0.05% +4,610 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: 127,341 shares; 2024Q4: 383,552 shares; 2025Q1: 271,940 shares; 2025Q2: 709,643 shares; 2025Q3: 685,213 shares 685,213 $11.8M 0.05% -24,430 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: 64,548 shares; 2024Q4: 34,481 shares; 2025Q1: 44,060 shares; 2025Q2: 41,187 shares; 2025Q3: 42,741 shares 42,741 $11.7M 0.05% +1,554 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: 529,335 shares; 2024Q4: 503,849 shares; 2025Q1: 181,690 shares; 2025Q2: 177,830 shares; 2025Q3: 217,280 shares 217,280 $11.6M 0.05% +39,450 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: 315,116 shares; 2024Q4: 256,085 shares; 2025Q1: 272,888 shares; 2025Q2: 289,482 shares; 2025Q3: 292,116 shares 292,116 $11.5M 0.05% +2,634 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: 52,022 shares; 2024Q4: 36,395 shares; 2025Q1: 34,168 shares; 2025Q2: 32,310 shares; 2025Q3: 33,508 shares 33,508 $11.4M 0.05% +1,198 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: 479,298 shares; 2024Q4: 454,744 shares; 2025Q1: 472,537 shares; 2025Q2: 81,254 shares; 2025Q3: 296,125 shares 296,125 $11.4M 0.05% +214,871 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: 62,378 shares; 2024Q4: 33,107 shares; 2025Q1: 29,097 shares; 2025Q2: 23,147 shares; 2025Q3: 23,939 shares 23,939 $11.4M 0.05% +792 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888,148 shares; 2024Q4: 438,581 shares; 2025Q1: 429,289 shares; 2025Q2: 426,925 shares; 2025Q3: 429,974 shares 429,974 $11.4M 0.05% +3,049 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: 77,884 shares; 2024Q4: 50,704 shares; 2025Q1: 43,574 shares; 2025Q2: 37,855 shares; 2025Q3: 38,494 shares 38,494 $11.4M 0.05% +639 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: 46,885 shares; 2024Q4: 36,413 shares; 2025Q1: 37,263 shares; 2025Q2: 35,896 shares; 2025Q3: 37,790 shares 37,790 $11.4M 0.05% +1,894 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: 436,310 shares; 2024Q4: 425,493 shares; 2025Q1: 345,365 shares; 2025Q2: 332,823 shares; 2025Q3: 333,714 shares 333,714 $11.1M 0.05% +891 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: 264,441 shares; 2024Q4: 264,569 shares; 2025Q1: 272,048 shares; 2025Q2: 257,958 shares; 2025Q3: 348,188 shares 348,188 $11M 0.05% +90,230 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: 34,414 shares; 2024Q4: 5,946 shares; 2025Q1: 119,453 shares; 2025Q2: 117,959 shares; 2025Q3: 121,367 shares 121,367 $10.9M 0.05% +3,408 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: 33,982 shares; 2024Q4: 25,737 shares; 2025Q1: 24,127 shares; 2025Q2: 78,333 shares; 2025Q3: 76,397 shares 76,397 $10.8M 0.05% -1,936 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: 67,598 shares; 2024Q4: 45,088 shares; 2025Q1: 44,310 shares; 2025Q2: 40,515 shares; 2025Q3: 41,165 shares 41,165 $10.8M 0.05% +650 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: 81,191 shares; 2024Q4: 85,005 shares; 2025Q1: 87,868 shares; 2025Q2: 88,612 shares; 2025Q3: 90,985 shares 90,985 $10.8M 0.05% +2,373 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,107 shares; 2024Q4: 199,673 shares; 2025Q1: 199,700 shares; 2025Q2: 199,932 shares; 2025Q3: 223,056 shares 223,056 $10.6M 0.05% +23,124 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,626 shares; 2024Q4: 290,812 shares; 2025Q1: 306,695 shares; 2025Q2: 296,136 shares; 2025Q3: 249,814 shares 249,814 $10.6M 0.05% -46,322 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: 164,430 shares; 2024Q4: 140,105 shares; 2025Q1: 125,768 shares; 2025Q2: 111,661 shares; 2025Q3: 110,559 shares 110,559 $10.5M 0.05% -1,102 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,436 shares; 2024Q4: 32,419 shares; 2025Q1: 32,454 shares; 2025Q2: 32,374 shares; 2025Q3: 32,578 shares 32,578 $10.5M 0.05% +204 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: 104,369 shares; 2024Q4: 268,009 shares; 2025Q1: 334,535 shares; 2025Q2: 325,956 shares; 2025Q3: 328,444 shares 328,444 $10.5M 0.05% +2,488 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,289 shares; 2024Q4: 76,424 shares; 2025Q1: 66,893 shares; 2025Q2: 60,127 shares; 2025Q3: 61,269 shares 61,269 $10.5M 0.05% +1,142 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: 69,527 shares; 2024Q4: 30,433 shares; 2025Q1: 29,817 shares; 2025Q2: 15,308 shares; 2025Q3: 15,270 shares 15,270 $10.4M 0.05% -38 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: 132,693 shares; 2024Q4: 92,982 shares; 2025Q1: 60,865 shares; 2025Q2: 42,640 shares; 2025Q3: 43,336 shares 43,336 $10.4M 0.05% +696 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,949 shares; 2024Q4: 2,055 shares; 2025Q1: 2,147 shares; 2025Q2: not reported; 2025Q3: 39,450 shares 39,450 $10.3M 0.05% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,605 shares; 2024Q4: 79,784 shares; 2025Q1: 90,162 shares; 2025Q2: 89,760 shares; 2025Q3: 91,836 shares 91,836 $10.2M 0.04% +2,076 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: 46,748 shares; 2024Q4: 10,736 shares; 2025Q1: 128,618 shares; 2025Q2: 120,303 shares; 2025Q3: 123,248 shares 123,248 $10M 0.04% +2,945 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: 27,675 shares; 2024Q4: 25,049 shares; 2025Q1: 23,487 shares; 2025Q2: 21,626 shares; 2025Q3: 180,796 shares 180,796 $10M 0.04% +159,170 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: 598,048 shares; 2024Q4: 416,560 shares; 2025Q1: 356,342 shares; 2025Q2: 183,735 shares; 2025Q3: 185,162 shares 185,162 $9.97M 0.04% +1,427 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,554 shares; 2024Q4: not reported; 2025Q1: 2,516,534 shares; 2025Q2: 2,516,380 shares; 2025Q3: 2,516,380 shares 2,516,380 $9.74M 0.04% 0 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: 40,152 shares; 2024Q4: 28,159 shares; 2025Q1: 39,500 shares; 2025Q2: 28,938 shares; 2025Q3: 30,222 shares 30,222 $9.74M 0.04% +1,284 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: 25,308 shares; 2024Q4: 2,636 shares; 2025Q1: 13,039 shares; 2025Q2: 26,909 shares; 2025Q3: 29,590 shares 29,590 $9.74M 0.04% +2,681 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: 169,436 shares; 2024Q4: 88,982 shares; 2025Q1: 78,752 shares; 2025Q2: 56,715 shares; 2025Q3: 59,825 shares 59,825 $9.68M 0.04% +3,110 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: 69,592 shares; 2024Q4: 60,373 shares; 2025Q1: 60,381 shares; 2025Q2: 60,276 shares; 2025Q3: 58,429 shares 58,429 $9.61M 0.04% -1,847 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,215 shares; 2024Q4: 242,491 shares; 2025Q1: 255,608 shares; 2025Q2: 250,375 shares; 2025Q3: 256,461 shares 256,461 $9.6M 0.04% +6,086 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: 28,123 shares; 2024Q4: 20,426 shares; 2025Q1: 60,062 shares; 2025Q2: 57,937 shares; 2025Q3: 60,126 shares 60,126 $9.56M 0.04% +2,189 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: 267,482 shares; 2024Q4: 211,538 shares; 2025Q1: 209,639 shares; 2025Q2: 189,199 shares; 2025Q3: 205,864 shares 205,864 $9.41M 0.04% +16,665 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: 75,809 shares; 2024Q4: 20,400 shares; 2025Q1: 21,086 shares; 2025Q2: 30,175 shares; 2025Q3: 30,987 shares 30,987 $9.33M 0.04% +812 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,573 shares; 2024Q4: 158,297 shares; 2025Q1: 158,788 shares; 2025Q2: 156,291 shares; 2025Q3: 156,568 shares 156,568 $9.28M 0.04% +277 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,326 shares; 2024Q4: 117,338 shares; 2025Q1: 119,528 shares; 2025Q2: 113,486 shares; 2025Q3: 116,795 shares 116,795 $9.17M 0.04% +3,309 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,551 shares; 2024Q4: 94,560 shares; 2025Q1: 103,592 shares; 2025Q2: 109,394 shares; 2025Q3: 97,930 shares 97,930 $9.13M 0.04% -11,464 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: 13,986 shares; 2024Q4: 9,956 shares; 2025Q1: 9,639 shares; 2025Q2: 9,342 shares; 2025Q3: 9,512 shares 9,512 $9.06M 0.04% +170 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,157 shares; 2024Q4: 38,399 shares; 2025Q1: 39,874 shares; 2025Q2: 38,297 shares; 2025Q3: 39,309 shares 39,309 $8.92M 0.04% +1,012 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: 188,612 shares; 2024Q4: 297,683 shares; 2025Q1: 411,881 shares; 2025Q2: 347,502 shares; 2025Q3: 345,299 shares 345,299 $8.88M 0.04% -2,203 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,750 shares; 2024Q4: 206,281 shares; 2025Q1: 76,631 shares; 2025Q2: 208,394 shares; 2025Q3: 280,848 shares 280,848 $8.85M 0.04% +72,454 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: 12,035 shares; 2024Q4: 2,730 shares; 2025Q1: 11,850 shares; 2025Q2: 11,206 shares; 2025Q3: 11,628 shares 11,628 $8.82M 0.04% +422 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,226 shares; 2024Q4: 38,975 shares; 2025Q1: 39,239 shares; 2025Q2: 37,365 shares; 2025Q3: 40,035 shares 40,035 $8.79M 0.04% +2,670 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: 52,049 shares; 2024Q4: 38,715 shares; 2025Q1: 32,936 shares; 2025Q2: 31,148 shares; 2025Q3: 31,709 shares 31,709 $8.65M 0.04% +561 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: 181,165 shares; 2024Q4: 117,874 shares; 2025Q1: 115,925 shares; 2025Q2: 105,659 shares; 2025Q3: 107,796 shares 107,796 $8.62M 0.04% +2,137 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: 174,310 shares; 2024Q4: 122,326 shares; 2025Q1: 78,027 shares; 2025Q2: 74,975 shares; 2025Q3: 76,359 shares 76,359 $8.53M 0.04% +1,384 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 167,231 shares; 2025Q3: 166,849 shares 166,849 $8.45M 0.04% -382 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: 8,700 shares; 2025Q1: 7,893 shares; 2025Q2: 6,651 shares; 2025Q3: 7,114 shares 7,114 $8.29M 0.04% +463 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: 67,135 shares; 2024Q4: 53,657 shares; 2025Q1: 50,530 shares; 2025Q2: 48,686 shares; 2025Q3: 49,300 shares 49,300 $8.22M 0.04% +614 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: 54,201 shares; 2024Q4: 45,751 shares; 2025Q1: 42,278 shares; 2025Q2: 45,258 shares; 2025Q3: 46,179 shares 46,179 $8.16M 0.04% +921 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: 127,502 shares; 2024Q4: 125,564 shares; 2025Q1: 157,933 shares; 2025Q2: 168,486 shares; 2025Q3: 191,512 shares 191,512 $8.06M 0.04% +23,026 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: 53,355 shares; 2024Q4: 25,372 shares; 2025Q1: 26,440 shares; 2025Q2: 19,253 shares; 2025Q3: 21,302 shares 21,302 $7.97M 0.04% +2,049 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: 502,228 shares; 2024Q4: 208,017 shares; 2025Q1: 241,293 shares; 2025Q2: 174,789 shares; 2025Q3: 180,099 shares 180,099 $7.92M 0.03% +5,310 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: 149,234 shares; 2024Q4: 114,386 shares; 2025Q1: 111,921 shares; 2025Q2: 91,492 shares; 2025Q3: 116,010 shares 116,010 $7.9M 0.03% +24,518 Timeline AVLC 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: 16,913 shares; 2024Q4: 16,913 shares; 2025Q1: 16,913 shares; 2025Q2: 71,860 shares; 2025Q3: 102,541 shares 102,541 $7.85M 0.03% +30,681 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,396 shares; 2024Q4: 596,853 shares; 2025Q1: 596,853 shares; 2025Q2: 596,853 shares; 2025Q3: 596,853 shares 596,853 $7.84M 0.03% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,851 shares; 2024Q4: 26,246 shares; 2025Q1: 39,833 shares; 2025Q2: 38,185 shares; 2025Q3: 39,277 shares 39,277 $7.76M 0.03% +1,092 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: 649,780 shares; 2024Q4: 423,815 shares; 2025Q1: 393,964 shares; 2025Q2: 238,482 shares; 2025Q3: 229,244 shares 229,244 $7.69M 0.03% -9,238 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: 57,244 shares; 2024Q4: 38,035 shares; 2025Q1: 39,709 shares; 2025Q2: 36,173 shares; 2025Q3: 37,287 shares 37,287 $7.49M 0.03% +1,114 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: 30,229 shares; 2024Q4: 27,548 shares; 2025Q1: 28,570 shares; 2025Q2: 27,537 shares; 2025Q3: 28,185 shares 28,185 $7.39M 0.03% +648 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: 65,462 shares; 2024Q4: 51,953 shares; 2025Q1: 45,758 shares; 2025Q2: 42,074 shares; 2025Q3: 43,294 shares 43,294 $7.37M 0.03% +1,220 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 2,063 shares; 2025Q1: 4,554 shares; 2025Q2: 55,831 shares; 2025Q3: 58,252 shares 58,252 $7.34M 0.03% +2,421 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,080 shares; 2024Q4: 113,540 shares; 2025Q1: 214,560 shares; 2025Q2: 338,928 shares; 2025Q3: 597,876 shares 597,876 $7.28M 0.03% +258,948 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: 23,084 shares; 2024Q4: 19,799 shares; 2025Q1: 19,125 shares; 2025Q2: 21,269 shares; 2025Q3: 22,238 shares 22,238 $7.26M 0.03% +969 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: 93,346 shares; 2024Q4: 76,601 shares; 2025Q1: 73,295 shares; 2025Q2: 69,912 shares; 2025Q3: 71,585 shares 71,585 $7.2M 0.03% +1,673 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: 172,219 shares; 2024Q4: 123,386 shares; 2025Q1: 116,243 shares; 2025Q2: 100,971 shares; 2025Q3: 102,286 shares 102,286 $7.17M 0.03% +1,315 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: 73,740 shares; 2024Q4: 70,518 shares; 2025Q1: 73,874 shares; 2025Q2: 48,668 shares; 2025Q3: 197,243 shares 197,243 $7.17M 0.03% +148,575 Timeline MLPX 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: 334,857 shares; 2024Q4: 364,226 shares; 2025Q1: 244,180 shares; 2025Q2: 115,849 shares; 2025Q3: 114,106 shares 114,106 $7.16M 0.03% -1,743 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,933 shares; 2024Q4: 41,834 shares; 2025Q1: 59,991 shares; 2025Q2: 56,919 shares; 2025Q3: 57,646 shares 57,646 $7.07M 0.03% +727 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: 126,449 shares; 2024Q4: 260,533 shares; 2025Q1: 276,200 shares; 2025Q2: 247,003 shares; 2025Q3: 236,489 shares 236,489 $7.01M 0.03% -10,514 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,134 shares; 2024Q4: 319,870 shares; 2025Q1: 336,207 shares; 2025Q2: 334,471 shares; 2025Q3: 335,723 shares 335,723 $6.99M 0.03% +1,252 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: 48,173 shares; 2024Q4: 37,666 shares; 2025Q1: 36,289 shares; 2025Q2: 34,687 shares; 2025Q3: 33,859 shares 33,859 $6.99M 0.03% -828 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,508 shares; 2024Q4: 54,035 shares; 2025Q1: 48,581 shares; 2025Q2: 205,276 shares; 2025Q3: 138,764 shares 138,764 $6.98M 0.03% -66,512 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: 80,305 shares; 2024Q4: 31,682 shares; 2025Q1: 28,425 shares; 2025Q2: 18,015 shares; 2025Q3: 19,708 shares 19,708 $6.95M 0.03% +1,693 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,070 shares; 2024Q4: 298,663 shares; 2025Q1: 304,206 shares; 2025Q2: 302,112 shares; 2025Q3: 303,638 shares 303,638 $6.94M 0.03% +1,526 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: 82,317 shares; 2024Q4: 35,853 shares; 2025Q1: 34,111 shares; 2025Q2: 26,237 shares; 2025Q3: 29,057 shares 29,057 $6.87M 0.03% +2,820 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,483 shares; 2024Q4: 56,904 shares; 2025Q1: 51,971 shares; 2025Q2: 78,812 shares; 2025Q3: 66,307 shares 66,307 $6.84M 0.03% -12,505 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: 63,770 shares; 2024Q4: 22,260 shares; 2025Q1: 15,780 shares; 2025Q2: 13,610 shares; 2025Q3: 14,014 shares 14,014 $6.82M 0.03% +404 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674,207 shares; 2024Q4: 21,850 shares; 2025Q1: 880,687 shares; 2025Q2: 845,308 shares; 2025Q3: 596,091 shares 596,091 $6.81M 0.03% -249,217 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: 315,447 shares; 2024Q4: 185,660 shares; 2025Q1: 192,569 shares; 2025Q2: 106,502 shares; 2025Q3: 107,795 shares 107,795 $6.79M 0.03% +1,293 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: 170,666 shares; 2024Q4: 113,015 shares; 2025Q1: 86,423 shares; 2025Q2: 80,080 shares; 2025Q3: 81,740 shares 81,740 $6.73M 0.03% +1,660 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000,000 shares; 2024Q4: 3,121,815 shares; 2025Q1: 3,297,158 shares; 2025Q2: 4,297,158 shares; 2025Q3: 4,297,158 shares 4,297,158 $6.7M 0.03% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,400 shares; 2024Q4: 70,438 shares; 2025Q1: 88,904 shares; 2025Q2: 71,982 shares; 2025Q3: 99,370 shares 99,370 $6.65M 0.03% +27,388 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: 190,348 shares; 2024Q4: 155,207 shares; 2025Q1: 154,504 shares; 2025Q2: 148,795 shares; 2025Q3: 153,870 shares 153,870 $6.58M 0.03% +5,075 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,915 shares; 2024Q4: 335,962 shares; 2025Q1: 333,776 shares; 2025Q2: 137,155 shares; 2025Q3: 145,461 shares 145,461 $6.54M 0.03% +8,306 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: 410,661 shares; 2024Q4: 187,040 shares; 2025Q1: 160,557 shares; 2025Q2: 131,150 shares; 2025Q3: 133,755 shares 133,755 $6.53M 0.03% +2,605 Timeline UDMY UDEMY INC More: the full row for UDEMY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092,600 shares; 2024Q4: 1,092,079 shares; 2025Q1: 1,092,402 shares; 2025Q2: 1,091,785 shares; 2025Q3: 926,652 shares 926,652 $6.5M 0.03% -165,133 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: 31,735 shares; 2024Q4: 21,248 shares; 2025Q1: 20,934 shares; 2025Q2: 20,072 shares; 2025Q3: 21,228 shares 21,228 $6.48M 0.03% +1,156 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: 151,625 shares; 2024Q4: 76,954 shares; 2025Q1: 61,736 shares; 2025Q2: 53,824 shares; 2025Q3: 57,660 shares 57,660 $6.4M 0.03% +3,836 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: 73,098 shares; 2024Q4: 56,604 shares; 2025Q1: 53,686 shares; 2025Q2: 45,185 shares; 2025Q3: 45,344 shares 45,344 $6.35M 0.03% +159 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: 80,715 shares; 2024Q4: 244,603 shares; 2025Q1: 248,221 shares; 2025Q2: 216,924 shares; 2025Q3: 217,233 shares 217,233 $6.32M 0.03% +309 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: 332,688 shares; 2024Q4: 72,265 shares; 2025Q1: 83,427 shares; 2025Q2: 77,886 shares; 2025Q3: 78,968 shares 78,968 $6.3M 0.03% +1,082 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,504 shares; 2024Q4: 52,235 shares; 2025Q1: 52,286 shares; 2025Q2: 31,534 shares; 2025Q3: 52,272 shares 52,272 $6.29M 0.03% +20,738 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,114 shares; 2024Q4: 46,916 shares; 2025Q1: 40,362 shares; 2025Q2: 39,182 shares; 2025Q3: 39,574 shares 39,574 $6.21M 0.03% +392 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: 84,717 shares; 2024Q4: 81,430 shares; 2025Q1: 88,835 shares; 2025Q2: 90,329 shares; 2025Q3: 99,269 shares 99,269 $6.12M 0.03% +8,940 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: 99,731 shares; 2024Q4: 70,439 shares; 2025Q1: 37,781 shares; 2025Q2: 28,723 shares; 2025Q3: 29,685 shares 29,685 $6.09M 0.03% +962 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: 30,828 shares; 2024Q4: 23,222 shares; 2025Q1: 35,237 shares; 2025Q2: 31,462 shares; 2025Q3: 32,456 shares 32,456 $6.07M 0.03% +994 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 21,986 shares; 2025Q3: 22,361 shares 22,361 $6.04M 0.03% +375 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: 25,587 shares; 2024Q4: 24,691 shares; 2025Q1: 24,691 shares; 2025Q2: 24,464 shares; 2025Q3: 24,464 shares 24,464 $5.99M 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,237 shares; 2024Q4: 22,245 shares; 2025Q1: 61,132 shares; 2025Q2: 56,265 shares; 2025Q3: 58,060 shares 58,060 $5.96M 0.03% +1,795 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,624 shares; 2025Q2: 197,719 shares; 2025Q3: 206,695 shares 206,695 $5.94M 0.03% +8,976 Timeline NLR 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: 13,277 shares; 2025Q1: 19,824 shares; 2025Q2: 24,680 shares; 2025Q3: 43,734 shares 43,734 $5.93M 0.03% +19,054 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: 12,171 shares; 2024Q4: 10,217 shares; 2025Q1: 10,849 shares; 2025Q2: 8,135 shares; 2025Q3: 8,433 shares 8,433 $5.89M 0.03% +298 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,050 shares; 2024Q4: 19,624 shares; 2025Q1: 19,274 shares; 2025Q2: 14,091 shares; 2025Q3: 16,377 shares 16,377 $5.84M 0.03% +2,286 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: 133,254 shares; 2024Q4: 49,616 shares; 2025Q1: 42,014 shares; 2025Q2: 21,735 shares; 2025Q3: 29,380 shares 29,380 $5.83M 0.03% +7,645 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,476 shares; 2024Q4: 73,681 shares; 2025Q1: 72,607 shares; 2025Q2: 64,441 shares; 2025Q3: 66,210 shares 66,210 $5.8M 0.03% +1,769 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: 37,893 shares; 2024Q4: 17,745 shares; 2025Q1: 21,313 shares; 2025Q2: 14,534 shares; 2025Q3: 15,608 shares 15,608 $5.78M 0.03% +1,074 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,770 shares; 2024Q4: 362,914 shares; 2025Q1: 371,814 shares; 2025Q2: 380,371 shares; 2025Q3: 379,781 shares 379,781 $5.77M 0.03% -590 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: 140,253 shares; 2024Q4: 79,147 shares; 2025Q1: 85,871 shares; 2025Q2: 62,655 shares; 2025Q3: 68,231 shares 68,231 $5.74M 0.03% +5,576 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,454 shares; 2024Q4: 118,974 shares; 2025Q1: 120,501 shares; 2025Q2: 117,353 shares; 2025Q3: 76,228 shares 76,228 $5.67M 0.02% -41,125 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,848 shares; 2024Q4: 71,062 shares; 2025Q1: 76,651 shares; 2025Q2: 77,999 shares; 2025Q3: 86,525 shares 86,525 $5.67M 0.02% +8,526 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201,513 shares; 2025Q3: 202,647 shares 202,647 $5.64M 0.02% +1,134 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: 57,818 shares; 2024Q4: 49,621 shares; 2025Q1: 49,484 shares; 2025Q2: 50,224 shares; 2025Q3: 49,988 shares 49,988 $5.53M 0.02% -236 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: 27,173 shares; 2024Q4: 7,141 shares; 2025Q1: 6,085 shares; 2025Q2: 5,373 shares; 2025Q3: 5,984 shares 5,984 $5.51M 0.02% +611 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,192 shares; 2024Q4: 100,907 shares; 2025Q1: 251,143 shares; 2025Q2: 216,265 shares; 2025Q3: 222,080 shares 222,080 $5.49M 0.02% +5,815 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,887 shares; 2024Q4: 129,083 shares; 2025Q1: 108,087 shares; 2025Q2: 64,536 shares; 2025Q3: 68,126 shares 68,126 $5.46M 0.02% +3,590 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: 83,921 shares; 2024Q4: 52,198 shares; 2025Q1: 56,470 shares; 2025Q2: 36,666 shares; 2025Q3: 74,786 shares 74,786 $5.46M 0.02% +38,120 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: 27,001 shares; 2024Q4: 57,079 shares; 2025Q1: 66,510 shares; 2025Q2: 144,186 shares; 2025Q3: 200,187 shares 200,187 $5.37M 0.02% +56,001 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: 100,055 shares; 2024Q4: 42,701 shares; 2025Q1: 38,580 shares; 2025Q2: 32,226 shares; 2025Q3: 34,623 shares 34,623 $5.37M 0.02% +2,397 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,353 shares; 2024Q4: 36,318 shares; 2025Q1: 39,264 shares; 2025Q2: 119,286 shares; 2025Q3: 140,077 shares 140,077 $5.33M 0.02% +20,791 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,033 shares; 2025Q1: 2,530 shares; 2025Q2: 26,356 shares; 2025Q3: 27,037 shares 27,037 $5.27M 0.02% +681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,561 shares; 2025Q3: 85,859 shares 85,859 $5.22M 0.02% +2,298 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,309 shares; 2024Q4: 118,309 shares; 2025Q1: 119,744 shares; 2025Q2: 69,756 shares; 2025Q3: 68,045 shares 68,045 $5.2M 0.02% -1,711 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,057 shares; 2024Q4: 123,115 shares; 2025Q1: 121,066 shares; 2025Q2: 119,755 shares; 2025Q3: 119,755 shares 119,755 $5.16M 0.02% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,271 shares; 2024Q4: 191,677 shares; 2025Q1: 218,062 shares; 2025Q2: 210,737 shares; 2025Q3: 218,772 shares 218,772 $5.13M 0.02% +8,035 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: 115,993 shares; 2024Q4: 41,048 shares; 2025Q1: 41,673 shares; 2025Q2: 28,731 shares; 2025Q3: 32,018 shares 32,018 $5.09M 0.02% +3,287 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,038 shares; 2024Q4: 94,038 shares; 2025Q1: 93,395 shares; 2025Q2: 93,445 shares; 2025Q3: 111,430 shares 111,430 $5.08M 0.02% +17,985 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: 71,759 shares; 2024Q4: 55,934 shares; 2025Q1: 51,194 shares; 2025Q2: 32,824 shares; 2025Q3: 32,914 shares 32,914 $5.08M 0.02% +90 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: 35,027 shares; 2024Q4: 20,642 shares; 2025Q1: 19,303 shares; 2025Q2: 16,665 shares; 2025Q3: 18,073 shares 18,073 $5.05M 0.02% +1,408 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: 29,804 shares; 2024Q4: 30,605 shares; 2025Q1: 35,465 shares; 2025Q2: 35,687 shares; 2025Q3: 72,600 shares 72,600 $5.04M 0.02% +36,913 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: 1,862 shares; 2025Q3: 36,652 shares 36,652 $5.02M 0.02% +34,790 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,127 shares; 2024Q4: 50,044 shares; 2025Q1: 36,397 shares; 2025Q2: 34,324 shares; 2025Q3: 35,280 shares 35,280 $4.93M 0.02% +956 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: 3,735 shares; 2024Q4: 1,287 shares; 2025Q1: 1,137 shares; 2025Q2: 879 shares; 2025Q3: 911 shares 911 $4.92M 0.02% +32 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,920 shares; 2024Q4: 551,279 shares; 2025Q1: 551,067 shares; 2025Q2: 542,709 shares; 2025Q3: 542,724 shares 542,724 $4.91M 0.02% +15 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: 24,288 shares; 2024Q4: 7,775 shares; 2025Q1: 7,174 shares; 2025Q2: 4,906 shares; 2025Q3: 4,998 shares 4,998 $4.84M 0.02% +92 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,415 shares; 2024Q4: 125,749 shares; 2025Q1: 124,135 shares; 2025Q2: 100,952 shares; 2025Q3: 73,052 shares 73,052 $4.82M 0.02% -27,900 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: 158,378 shares; 2024Q4: 73,012 shares; 2025Q1: 74,853 shares; 2025Q2: 55,865 shares; 2025Q3: 56,726 shares 56,726 $4.8M 0.02% +861 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: 26,474 shares; 2024Q4: 15,733 shares; 2025Q1: 10,229 shares; 2025Q2: 10,208 shares; 2025Q3: 10,295 shares 10,295 $4.79M 0.02% +87 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: 35,973 shares; 2024Q4: 30,225 shares; 2025Q1: 28,784 shares; 2025Q2: 27,138 shares; 2025Q3: 27,160 shares 27,160 $4.77M 0.02% +22 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: 105,550 shares; 2024Q4: 204,214 shares; 2025Q1: 284,483 shares; 2025Q2: 180,525 shares; 2025Q3: 170,674 shares 170,674 $4.76M 0.02% -9,851 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: 44,829 shares; 2024Q4: 43,331 shares; 2025Q1: 43,728 shares; 2025Q2: 32,657 shares; 2025Q3: 32,662 shares 32,662 $4.65M 0.02% +5 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,506 shares; 2024Q4: 35,721 shares; 2025Q1: 39,005 shares; 2025Q2: 34,626 shares; 2025Q3: 35,450 shares 35,450 $4.61M 0.02% +824 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 108,963 shares; 2025Q1: 119,710 shares; 2025Q2: 95,795 shares; 2025Q3: 95,795 shares 95,795 $4.59M 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,768 shares; 2024Q4: 32,355 shares; 2025Q1: 43,279 shares; 2025Q2: 36,340 shares; 2025Q3: 37,140 shares 37,140 $4.58M 0.02% +800 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,646 shares; 2024Q4: 35,668 shares; 2025Q1: 150,378 shares; 2025Q2: 611,257 shares; 2025Q3: 254,277 shares 254,277 $4.56M 0.02% -356,980 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,861 shares; 2024Q4: 195,548 shares; 2025Q1: 196,619 shares; 2025Q2: 162,418 shares; 2025Q3: 166,125 shares 166,125 $4.54M 0.02% +3,707 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,886 shares; 2024Q4: 7,762 shares; 2025Q1: 11,120 shares; 2025Q2: 8,854 shares; 2025Q3: 9,038 shares 9,038 $4.51M 0.02% +184 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: 46,445 shares; 2024Q4: 38,250 shares; 2025Q1: 38,263 shares; 2025Q2: 34,212 shares; 2025Q3: 142,755 shares 142,755 $4.48M 0.02% +108,543 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 57,698 shares; 2025Q1: 29,267 shares; 2025Q2: 90,041 shares; 2025Q3: 89,030 shares 89,030 $4.45M 0.02% -1,011 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,501 shares; 2024Q4: not reported; 2025Q1: 128,951 shares; 2025Q2: 117,466 shares; 2025Q3: 120,176 shares 120,176 $4.42M 0.02% +2,710 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,310 shares; 2024Q4: 33,293 shares; 2025Q1: 33,301 shares; 2025Q2: 29,573 shares; 2025Q3: 30,960 shares 30,960 $4.37M 0.02% +1,387 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,091 shares; 2024Q4: 66,897 shares; 2025Q1: 60,036 shares; 2025Q2: 51,805 shares; 2025Q3: 53,347 shares 53,347 $4.35M 0.02% +1,542 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: 42,923 shares; 2024Q4: 48,283 shares; 2025Q1: 48,555 shares; 2025Q2: 46,594 shares; 2025Q3: 46,565 shares 46,565 $4.33M 0.02% -29 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: 313,727 shares; 2024Q4: 61,438 shares; 2025Q1: 58,776 shares; 2025Q2: 42,988 shares; 2025Q3: 45,631 shares 45,631 $4.32M 0.02% +2,643 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,203 shares; 2024Q4: 823,402 shares; 2025Q1: 525,133 shares; 2025Q2: 526,902 shares; 2025Q3: 526,524 shares 526,524 $4.31M 0.02% -378 FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,990 shares; 2024Q4: 208,951 shares; 2025Q1: 208,951 shares; 2025Q2: 169,431 shares; 2025Q3: 138,018 shares 138,018 $4.3M 0.02% -31,413 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,783 shares; 2025Q1: 27,786 shares; 2025Q2: 28,932 shares; 2025Q3: 38,323 shares 38,323 $4.28M 0.02% +9,391 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,158 shares; 2024Q4: 20,158 shares; 2025Q1: 100,743 shares; 2025Q2: 93,338 shares; 2025Q3: 93,338 shares 93,338 $4.27M 0.02% 0 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: 27,665 shares; 2024Q4: 10,798 shares; 2025Q1: 11,493 shares; 2025Q2: 8,600 shares; 2025Q3: 9,296 shares 9,296 $4.26M 0.02% +696 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 50,392 shares 50,392 $4.25M 0.02% +45,874 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: 85,402 shares; 2024Q4: 62,911 shares; 2025Q1: 74,670 shares; 2025Q2: 46,404 shares; 2025Q3: 46,468 shares 46,468 $4.25M 0.02% +64 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: 48,539 shares; 2024Q4: 54,188 shares; 2025Q1: 44,393 shares; 2025Q2: 19,653 shares; 2025Q3: 20,343 shares 20,343 $4.14M 0.02% +690 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: 23,452 shares; 2024Q4: 18,699 shares; 2025Q1: 19,692 shares; 2025Q2: 20,601 shares; 2025Q3: 21,141 shares 21,141 $4.14M 0.02% +540 Timeline IWL 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: 49,461 shares; 2024Q4: 15,237 shares; 2025Q1: 24,731 shares; 2025Q2: 33,181 shares; 2025Q3: 24,731 shares 24,731 $4.11M 0.02% -8,450 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,389 shares; 2025Q3: 40,175 shares 40,175 $4.07M 0.02% +786 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: 72,957 shares; 2024Q4: 38,174 shares; 2025Q1: 39,933 shares; 2025Q2: 33,353 shares; 2025Q3: 35,479 shares 35,479 $4.06M 0.02% +2,126 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: 574,262 shares; 2024Q4: 217,227 shares; 2025Q1: 175,788 shares; 2025Q2: 136,840 shares; 2025Q3: 143,804 shares 143,804 $4.06M 0.02% +6,964 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: 47,551 shares; 2024Q4: 45,537 shares; 2025Q1: 45,664 shares; 2025Q2: 39,211 shares; 2025Q3: 45,913 shares 45,913 $4M 0.02% +6,702 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,685 shares; 2024Q4: 37,208 shares; 2025Q1: 43,219 shares; 2025Q2: 40,233 shares; 2025Q3: 40,243 shares 40,243 $3.97M 0.02% +10 Timeline OVLY OAK VY BANCORP OAKDALE CALIF More: the full row for OAK VY BANCORP OAKDALE CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,282 shares; 2024Q4: 140,282 shares; 2025Q1: 140,282 shares; 2025Q2: 140,282 shares; 2025Q3: 140,282 shares 140,282 $3.95M 0.02% 0 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: 95,297 shares; 2024Q4: 20,889 shares; 2025Q1: 34,960 shares; 2025Q2: 22,195 shares; 2025Q3: 23,528 shares 23,528 $3.94M 0.02% +1,333 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: 14,529 shares; 2024Q4: 4,588 shares; 2025Q1: 4,769 shares; 2025Q2: 3,527 shares; 2025Q3: 3,645 shares 3,645 $3.93M 0.02% +118 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,876 shares; 2024Q4: 18,952 shares; 2025Q1: 76,692 shares; 2025Q2: 68,879 shares; 2025Q3: 68,861 shares 68,861 $3.92M 0.02% -18 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,115 shares; 2024Q4: not reported; 2025Q1: 160,069 shares; 2025Q2: 158,254 shares; 2025Q3: 182,631 shares 182,631 $3.91M 0.02% +24,377 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: 28,764 shares; 2024Q4: 34,088 shares; 2025Q1: 26,489 shares; 2025Q2: 19,942 shares; 2025Q3: 17,311 shares 17,311 $3.9M 0.02% -2,631 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: 69,648 shares; 2024Q4: 56,065 shares; 2025Q1: 49,244 shares; 2025Q2: 45,704 shares; 2025Q3: 46,354 shares 46,354 $3.9M 0.02% +650 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 316,564 shares; 2025Q1: 316,601 shares; 2025Q2: 587,582 shares; 2025Q3: 724,067 shares 724,067 $3.89M 0.02% +136,485 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 4,923 shares; 2025Q1: 5,590 shares; 2025Q2: 53,909 shares; 2025Q3: 56,383 shares 56,383 $3.88M 0.02% +2,474 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,521 shares; 2024Q4: 134,011 shares; 2025Q1: 161,662 shares; 2025Q2: 35,212 shares; 2025Q3: 41,653 shares 41,653 $3.85M 0.02% +6,441 Timeline CIBR 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: 31,831 shares; 2024Q4: 40,287 shares; 2025Q1: 45,653 shares; 2025Q2: 45,683 shares; 2025Q3: 50,428 shares 50,428 $3.83M 0.02% +4,745 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: 64,799 shares; 2024Q4: 56,576 shares; 2025Q1: 56,332 shares; 2025Q2: 55,639 shares; 2025Q3: 55,664 shares 55,664 $3.82M 0.02% +25 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: 146,439 shares; 2024Q4: 103,689 shares; 2025Q1: 83,717 shares; 2025Q2: 26,480 shares; 2025Q3: 26,892 shares 26,892 $3.74M 0.02% +412 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: 163,821 shares; 2024Q4: 114,993 shares; 2025Q1: 113,586 shares; 2025Q2: 57,312 shares; 2025Q3: 59,008 shares 59,008 $3.74M 0.02% +1,696 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 53,527 shares; 2025Q3: 54,586 shares 54,586 $3.74M 0.02% +1,059 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 10,002 shares; 2025Q1: 10,483 shares; 2025Q2: 20,446 shares; 2025Q3: 21,019 shares 21,019 $3.74M 0.02% +573 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: 116,727 shares; 2024Q4: 19,697 shares; 2025Q1: 20,307 shares; 2025Q2: 13,197 shares; 2025Q3: 17,455 shares 17,455 $3.71M 0.02% +4,258 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,780 shares; 2025Q1: 26,780 shares; 2025Q2: 26,780 shares; 2025Q3: 26,780 shares 26,780 $3.67M 0.02% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,293 shares; 2025Q1: 28,775 shares; 2025Q2: 79,787 shares; 2025Q3: 92,387 shares 92,387 $3.63M 0.02% +12,600 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: 158,868 shares; 2024Q4: 51,514 shares; 2025Q1: 55,690 shares; 2025Q2: 51,351 shares; 2025Q3: 50,100 shares 50,100 $3.63M 0.02% -1,251 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,577 shares; 2024Q4: 74,213 shares; 2025Q1: 82,011 shares; 2025Q2: 82,011 shares; 2025Q3: 82,011 shares 82,011 $3.6M 0.02% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,302 shares; 2024Q4: 54,305 shares; 2025Q1: 55,062 shares; 2025Q2: 49,874 shares; 2025Q3: 50,931 shares 50,931 $3.59M 0.02% +1,057 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: 728,218 shares; 2024Q4: 220,376 shares; 2025Q1: 210,013 shares; 2025Q2: 109,168 shares; 2025Q3: 113,503 shares 113,503 $3.57M 0.02% +4,335 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: 84,501 shares; 2024Q4: 7,423 shares; 2025Q1: 7,345 shares; 2025Q2: 6,099 shares; 2025Q3: 5,697 shares 5,697 $3.5M 0.02% -402 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: 105,058 shares; 2024Q4: 59,233 shares; 2025Q1: 51,292 shares; 2025Q2: 44,321 shares; 2025Q3: 44,325 shares 44,325 $3.47M 0.02% +4 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,033 shares; 2024Q4: 69,606 shares; 2025Q1: 73,500 shares; 2025Q2: 75,288 shares; 2025Q3: 79,186 shares 79,186 $3.47M 0.02% +3,898 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: 16,716 shares; 2024Q4: 13,557 shares; 2025Q1: 13,468 shares; 2025Q2: 11,706 shares; 2025Q3: 11,712 shares 11,712 $3.45M 0.02% +6 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: 9,011 shares; 2024Q4: 3,056 shares; 2025Q1: 2,352 shares; 2025Q2: 31,340 shares; 2025Q3: 31,912 shares 31,912 $3.44M 0.02% +572 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,177 shares; 2024Q4: 108,666 shares; 2025Q1: 110,082 shares; 2025Q2: 103,552 shares; 2025Q3: 103,552 shares 103,552 $3.42M 0.02% 0 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: 33,003 shares; 2024Q4: 21,751 shares; 2025Q1: 21,945 shares; 2025Q2: 12,261 shares; 2025Q3: 14,265 shares 14,265 $3.38M 0.01% +2,004 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,606 shares; 2024Q4: 94,964 shares; 2025Q1: 93,553 shares; 2025Q2: 188,333 shares; 2025Q3: 252,443 shares 252,443 $3.37M 0.01% +64,110 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,327 shares; 2024Q4: 56,237 shares; 2025Q1: 55,703 shares; 2025Q2: 63,323 shares; 2025Q3: 65,271 shares 65,271 $3.36M 0.01% +1,948 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,604 shares; 2024Q4: 28,632 shares; 2025Q1: 28,600 shares; 2025Q2: 27,423 shares; 2025Q3: 29,253 shares 29,253 $3.35M 0.01% +1,830 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: 68,100 shares; 2024Q4: 51,003 shares; 2025Q1: 45,720 shares; 2025Q2: 48,846 shares; 2025Q3: 57,317 shares 57,317 $3.34M 0.01% +8,471 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 796 shares; 2025Q1: 894 shares; 2025Q2: 4,882 shares; 2025Q3: 5,123 shares 5,123 $3.33M 0.01% +241 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 20,130 shares; 2025Q1: 71,766 shares; 2025Q2: 72,480 shares; 2025Q3: 118,588 shares 118,588 $3.29M 0.01% +46,108 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: 47,996 shares; 2024Q4: 26,961 shares; 2025Q1: 27,063 shares; 2025Q2: 14,542 shares; 2025Q3: 19,406 shares 19,406 $3.29M 0.01% +4,864 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: 5,099 shares; 2024Q4: 6,587 shares; 2025Q1: 4,287 shares; 2025Q2: 16,168 shares; 2025Q3: 16,878 shares 16,878 $3.27M 0.01% +710 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: 141,725 shares; 2024Q4: 34,222 shares; 2025Q1: 33,812 shares; 2025Q2: 26,340 shares; 2025Q3: 32,220 shares 32,220 $3.27M 0.01% +5,880 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,439 shares; 2024Q4: 30,343 shares; 2025Q1: 30,795 shares; 2025Q2: 27,046 shares; 2025Q3: 27,972 shares 27,972 $3.22M 0.01% +926 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: 39,308 shares; 2024Q4: 19,016 shares; 2025Q1: 16,548 shares; 2025Q2: 14,377 shares; 2025Q3: 14,903 shares 14,903 $3.22M 0.01% +526 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: 22,620 shares; 2024Q4: 13,460 shares; 2025Q1: 11,325 shares; 2025Q2: 9,335 shares; 2025Q3: 9,103 shares 9,103 $3.18M 0.01% -232 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: 61,416 shares; 2024Q4: 23,342 shares; 2025Q1: 22,550 shares; 2025Q2: 20,697 shares; 2025Q3: 20,879 shares 20,879 $3.18M 0.01% +182 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,515 shares; 2024Q4: 526,632 shares; 2025Q1: 176,016 shares; 2025Q2: 155,431 shares; 2025Q3: 160,513 shares 160,513 $3.18M 0.01% +5,082 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 1,637 shares; 2025Q1: 1,612 shares; 2025Q2: 1,277 shares; 2025Q3: 1,334 shares 1,334 $3.12M 0.01% +57 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: 16,016 shares; 2024Q4: 12,939 shares; 2025Q1: 14,458 shares; 2025Q2: 28,172 shares; 2025Q3: 38,559 shares 38,559 $3.09M 0.01% +10,387 Timeline AXR AMREP CORP More: the full row for AMREP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,230 shares; 2024Q4: 129,230 shares; 2025Q1: 129,718 shares; 2025Q2: 129,230 shares; 2025Q3: 129,230 shares 129,230 $3.09M 0.01% 0 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: 81,142 shares; 2024Q4: 20,141 shares; 2025Q1: 20,662 shares; 2025Q2: 27,438 shares; 2025Q3: 28,353 shares 28,353 $3.09M 0.01% +915 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 1,551 shares; 2025Q1: 3,070 shares; 2025Q2: 3,011 shares; 2025Q3: 3,294 shares 3,294 $3.08M 0.01% +283 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: 48,030 shares; 2024Q4: 11,984 shares; 2025Q1: 10,054 shares; 2025Q2: 11,161 shares; 2025Q3: 12,404 shares 12,404 $3.06M 0.01% +1,243 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: 93,655 shares; 2024Q4: 54,722 shares; 2025Q1: 89,355 shares; 2025Q2: 60,511 shares; 2025Q3: 60,634 shares 60,634 $3.06M 0.01% +123 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,621 shares; 2025Q3: 24,974 shares 24,974 $3.06M 0.01% +353 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: 78,802 shares; 2024Q4: 59,747 shares; 2025Q1: 61,715 shares; 2025Q2: 55,360 shares; 2025Q3: 66,288 shares 66,288 $3.06M 0.01% +10,928 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,341 shares; 2024Q4: 43,484 shares; 2025Q1: 40,495 shares; 2025Q2: 40,600 shares; 2025Q3: 98,124 shares 98,124 $3.06M 0.01% +57,524 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: 22,435 shares; 2024Q4: 8,678 shares; 2025Q1: 6,738 shares; 2025Q2: 6,107 shares; 2025Q3: 6,220 shares 6,220 $3.06M 0.01% +113 Timeline URTH 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: 33,195 shares; 2024Q4: 16,640 shares; 2025Q1: 16,672 shares; 2025Q2: 16,684 shares; 2025Q3: 16,704 shares 16,704 $3.03M 0.01% +20 Timeline IXG 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: 49,786 shares; 2024Q4: 31,705 shares; 2025Q1: 25,807 shares; 2025Q2: 18,824 shares; 2025Q3: 25,951 shares 25,951 $3.03M 0.01% +7,127 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 9,936 shares; 2025Q1: 10,176 shares; 2025Q2: 10,651 shares; 2025Q3: 10,747 shares 10,747 $3.01M 0.01% +96 Timeline SPGM 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: 79,940 shares; 2024Q4: 39,970 shares; 2025Q1: 39,970 shares; 2025Q2: 39,970 shares; 2025Q3: 39,970 shares 39,970 $2.99M 0.01% 0 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: 24,043 shares; 2024Q4: 16,018 shares; 2025Q1: 14,327 shares; 2025Q2: 12,227 shares; 2025Q3: 7,592 shares 7,592 $2.97M 0.01% -4,635 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,985 shares; 2024Q4: 52,863 shares; 2025Q1: 69,950 shares; 2025Q2: 54,563 shares; 2025Q3: 60,000 shares 60,000 $2.96M 0.01% +5,437 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 521 shares; 2025Q1: 626 shares; 2025Q2: 2,381 shares; 2025Q3: 2,471 shares 2,471 $2.91M 0.01% +90 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,588 shares; 2024Q4: 65,528 shares; 2025Q1: 63,505 shares; 2025Q2: 75,126 shares; 2025Q3: 75,126 shares 75,126 $2.88M 0.01% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,644 shares; 2024Q4: 23,402 shares; 2025Q1: 23,622 shares; 2025Q2: 23,371 shares; 2025Q3: 27,435 shares 27,435 $2.86M 0.01% +4,064 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,144 shares; 2024Q4: 22,198 shares; 2025Q1: 26,060 shares; 2025Q2: 20,321 shares; 2025Q3: 20,001 shares 20,001 $2.85M 0.01% -320 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: 143,857 shares; 2024Q4: 100,413 shares; 2025Q1: 96,375 shares; 2025Q2: 42,550 shares; 2025Q3: 62,742 shares 62,742 $2.8M 0.01% +20,192 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,900 shares; 2024Q4: 375,982 shares; 2025Q1: 249,221 shares; 2025Q2: 169,174 shares; 2025Q3: 170,974 shares 170,974 $2.77M 0.01% +1,800 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,252 shares; 2024Q4: 22,596 shares; 2025Q1: 20,087 shares; 2025Q2: 8,868 shares; 2025Q3: 7,940 shares 7,940 $2.74M 0.01% -928 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: 28,264 shares; 2025Q1: 27,489 shares; 2025Q2: 19,191 shares; 2025Q3: 20,383 shares 20,383 $2.73M 0.01% +1,192 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,351 shares; 2025Q3: 71,853 shares 71,853 $2.71M 0.01% +3,502 Timeline SUSA 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: 19,775 shares; 2024Q4: 19,703 shares; 2025Q1: 19,703 shares; 2025Q2: 19,703 shares; 2025Q3: 19,881 shares 19,881 $2.7M 0.01% +178 Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,411 shares; 2024Q4: 316,411 shares; 2025Q1: 316,411 shares; 2025Q2: 316,411 shares; 2025Q3: 316,411 shares 316,411 $2.68M 0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,367 shares; 2024Q4: 17,560 shares; 2025Q1: 15,178 shares; 2025Q2: 57,209 shares; 2025Q3: 60,094 shares 60,094 $2.67M 0.01% +2,885 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,960 shares; 2024Q4: 29,427 shares; 2025Q1: 30,354 shares; 2025Q2: 28,985 shares; 2025Q3: 29,355 shares 29,355 $2.67M 0.01% +370 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: 36,975 shares; 2024Q4: 64,286 shares; 2025Q1: 84,127 shares; 2025Q2: 52,161 shares; 2025Q3: 52,542 shares 52,542 $2.63M 0.01% +381 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,634 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,597 shares 9,597 $2.63M 0.01% new 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: 48,282 shares; 2024Q4: 20,022 shares; 2025Q1: 19,075 shares; 2025Q2: 18,304 shares; 2025Q3: 19,171 shares 19,171 $2.61M 0.01% +867 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: 25,133 shares; 2024Q4: 10,282 shares; 2025Q1: 8,293 shares; 2025Q2: 6,180 shares; 2025Q3: 6,170 shares 6,170 $2.61M 0.01% -10 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,794 shares; 2024Q4: 119,980 shares; 2025Q1: 30,934 shares; 2025Q2: 20,506 shares; 2025Q3: 21,298 shares 21,298 $2.59M 0.01% +792 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: 17,171 shares; 2024Q4: 6,973 shares; 2025Q1: 7,516 shares; 2025Q2: 5,802 shares; 2025Q3: 6,086 shares 6,086 $2.57M 0.01% +284 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,609 shares; 2024Q4: not reported; 2025Q1: 68,953 shares; 2025Q2: 68,864 shares; 2025Q3: 68,864 shares 68,864 $2.51M 0.01% 0 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: 40,203 shares; 2024Q4: 43,811 shares; 2025Q1: 45,745 shares; 2025Q2: 25,981 shares; 2025Q3: 25,035 shares 25,035 $2.5M 0.01% -946 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: 39,788 shares; 2024Q4: 8,805 shares; 2025Q1: 8,040 shares; 2025Q2: 4,979 shares; 2025Q3: 5,591 shares 5,591 $2.5M 0.01% +612 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,940 shares; 2024Q4: 40,402 shares; 2025Q1: 38,607 shares; 2025Q2: 24,574 shares; 2025Q3: 24,641 shares 24,641 $2.49M 0.01% +67 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,092 shares 141,092 $2.4M 0.01% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,388 shares; 2025Q3: 19,372 shares 19,372 $2.39M 0.01% +984 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,462 shares; 2024Q4: 157,462 shares; 2025Q1: 157,462 shares; 2025Q2: 157,462 shares; 2025Q3: 157,462 shares 157,462 $2.37M 0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,695 shares; 2024Q4: 11,338 shares; 2025Q1: 12,207 shares; 2025Q2: 17,800 shares; 2025Q3: 18,889 shares 18,889 $2.37M 0.01% +1,089 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,912 shares; 2025Q1: 9,157 shares; 2025Q2: 48,957 shares; 2025Q3: 56,156 shares 56,156 $2.36M 0.01% +7,199 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,754 shares; 2024Q4: 192,813 shares; 2025Q1: 192,356 shares; 2025Q2: 181,949 shares; 2025Q3: 181,662 shares 181,662 $2.36M 0.01% -287 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: 29,043 shares; 2024Q4: 29,047 shares; 2025Q1: 31,060 shares; 2025Q2: 26,355 shares; 2025Q3: 26,408 shares 26,408 $2.35M 0.01% +53 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: 14,711 shares; 2024Q4: 10,352 shares; 2025Q1: 10,234 shares; 2025Q2: 9,041 shares; 2025Q3: 9,043 shares 9,043 $2.35M 0.01% +2 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,152 shares; 2025Q3: 32,830 shares 32,830 $2.34M 0.01% +1,678 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,904 shares; 2024Q4: 58,083 shares; 2025Q1: 60,953 shares; 2025Q2: 76,141 shares; 2025Q3: 78,386 shares 78,386 $2.34M 0.01% +2,245 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 2,042 shares; 2025Q1: 2,310 shares; 2025Q2: 5,294 shares; 2025Q3: 5,469 shares 5,469 $2.33M 0.01% +175 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,668 shares; 2024Q4: 295,606 shares; 2025Q1: 292,817 shares; 2025Q2: 288,316 shares; 2025Q3: 288,616 shares 288,616 $2.3M 0.01% +300 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,526 shares; 2024Q4: 96,584 shares; 2025Q1: 94,395 shares; 2025Q2: 90,640 shares; 2025Q3: 80,901 shares 80,901 $2.3M 0.01% -9,739 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 2,122 shares; 2025Q1: 2,823 shares; 2025Q2: 10,828 shares; 2025Q3: 11,513 shares 11,513 $2.28M 0.01% +685 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 7,360 shares; 2025Q1: 7,353 shares; 2025Q2: 7,669 shares; 2025Q3: 7,672 shares 7,672 $2.27M 0.01% +3 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: 56,374 shares; 2024Q4: 25,742 shares; 2025Q1: 20,438 shares; 2025Q2: 18,039 shares; 2025Q3: 18,039 shares 18,039 $2.27M 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,867 shares; 2024Q4: 22,440 shares; 2025Q1: 21,240 shares; 2025Q2: 21,434 shares; 2025Q3: 33,866 shares 33,866 $2.27M 0.01% +12,432 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: 43,287 shares; 2024Q4: 17,802 shares; 2025Q1: 17,144 shares; 2025Q2: 9,947 shares; 2025Q3: 11,269 shares 11,269 $2.27M 0.01% +1,322 Timeline PONY PONY AI INC More: the full row for PONY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,491 shares 100,491 $2.26M 0.01% +491 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 19,414 shares; 2025Q3: 20,466 shares 20,466 $2.25M 0.01% +1,052 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,216 shares; 2024Q4: 228,854 shares; 2025Q1: 9,455 shares; 2025Q2: 7,585 shares; 2025Q3: 7,674 shares 7,674 $2.24M 0.01% +89 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,744 shares; 2024Q4: 5,162 shares; 2025Q1: 5,168 shares; 2025Q2: 5,119 shares; 2025Q3: 5,125 shares 5,125 $2.23M 0.01% +6 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: 26,175 shares; 2024Q4: 10,712 shares; 2025Q1: 11,485 shares; 2025Q2: 8,977 shares; 2025Q3: 9,721 shares 9,721 $2.23M 0.01% +744 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,666 shares; 2024Q4: 14,591 shares; 2025Q1: 14,424 shares; 2025Q2: 12,966 shares; 2025Q3: 12,988 shares 12,988 $2.18M 0.01% +22 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: 25,028 shares; 2024Q4: 13,052 shares; 2025Q1: 8,963 shares; 2025Q2: 8,916 shares; 2025Q3: 9,028 shares 9,028 $2.16M 0.01% +112 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,053 shares; 2024Q4: 28,414 shares; 2025Q1: 27,079 shares; 2025Q2: 22,770 shares; 2025Q3: 22,969 shares 22,969 $2.16M 0.01% +199 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: 121,078 shares; 2024Q4: 20,419 shares; 2025Q1: 16,928 shares; 2025Q2: 7,994 shares; 2025Q3: 8,086 shares 8,086 $2.16M 0.01% +92 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 15,752 shares; 2025Q1: 24,960 shares; 2025Q2: 160,532 shares; 2025Q3: 168,469 shares 168,469 $2.16M 0.01% +7,937 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 4,649 shares; 2025Q1: 4,607 shares; 2025Q2: 4,110 shares; 2025Q3: 4,321 shares 4,321 $2.16M 0.01% +211 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: 42,800 shares; 2024Q4: 22,742 shares; 2025Q1: 22,072 shares; 2025Q2: 22,083 shares; 2025Q3: 22,426 shares 22,426 $2.15M 0.01% +343 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,499 shares; 2024Q4: 33,932 shares; 2025Q1: 33,582 shares; 2025Q2: 33,582 shares; 2025Q3: 38,560 shares 38,560 $2.15M 0.01% +4,978 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,894 shares; 2025Q3: 40,219 shares 40,219 $2.13M 0.01% +325 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,877 shares; 2024Q4: 5,373 shares; 2025Q1: 5,375 shares; 2025Q2: 5,377 shares; 2025Q3: 5,379 shares 5,379 $2.13M 0.01% +2 Timeline