NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,519,868 shares; 2024Q4: 10,327,515 shares; 2025Q1: 10,325,979 shares; 2025Q2: 10,243,192 shares; 2025Q3: 9,992,569 shares 9,992,569 $1.86B 5.96% -250,623 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: 6,182,053 shares; 2024Q4: 6,159,063 shares; 2025Q1: 6,129,692 shares; 2025Q2: 6,063,214 shares; 2025Q3: 6,014,377 shares 6,014,377 $1.53B 4.9% -48,837 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859,839 shares; 2024Q4: 2,881,830 shares; 2025Q1: 2,902,994 shares; 2025Q2: 2,918,425 shares; 2025Q3: 2,877,416 shares 2,877,416 $1.49B 4.77% -41,009 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678,845 shares; 2024Q4: 1,705,415 shares; 2025Q1: 1,689,117 shares; 2025Q2: 1,685,482 shares; 2025Q3: 1,723,778 shares 1,723,778 $1.15B 3.69% +38,296 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: 4,019,303 shares; 2024Q4: 4,016,525 shares; 2025Q1: 3,986,971 shares; 2025Q2: 3,956,257 shares; 2025Q3: 3,932,180 shares 3,932,180 $956M 3.06% -24,077 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944,742 shares; 2024Q4: 2,938,060 shares; 2025Q1: 2,952,055 shares; 2025Q2: 2,946,233 shares; 2025Q3: 2,878,654 shares 2,878,654 $950M 3.04% -67,579 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728,540 shares; 2024Q4: 3,751,189 shares; 2025Q1: 3,850,838 shares; 2025Q2: 3,910,686 shares; 2025Q3: 3,961,734 shares 3,961,734 $870M 2.78% +51,048 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: 2,366,621 shares; 2024Q4: 2,363,968 shares; 2025Q1: 2,447,789 shares; 2025Q2: 2,682,128 shares; 2025Q3: 2,562,221 shares 2,562,221 $853M 2.73% -119,907 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: 2,242,497 shares; 2024Q4: 2,201,007 shares; 2025Q1: 2,184,979 shares; 2025Q2: 2,269,020 shares; 2025Q3: 2,267,583 shares 2,267,583 $715M 2.29% -1,437 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: 711,127 shares; 2024Q4: 736,387 shares; 2025Q1: 752,584 shares; 2025Q2: 769,408 shares; 2025Q3: 778,775 shares 778,775 $572M 1.83% +9,367 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: 711,065 shares; 2024Q4: 709,327 shares; 2025Q1: 700,597 shares; 2025Q2: 702,429 shares; 2025Q3: 695,099 shares 695,099 $395M 1.26% -7,330 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: 948,294 shares; 2024Q4: 950,990 shares; 2025Q1: 951,199 shares; 2025Q2: 941,304 shares; 2025Q3: 942,470 shares 942,470 $382M 1.22% +1,166 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: 717,367 shares; 2024Q4: 670,115 shares; 2025Q1: 589,505 shares; 2025Q2: 602,096 shares; 2025Q3: 581,906 shares 581,906 $356M 1.14% -20,190 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: 452,838 shares; 2024Q4: 445,662 shares; 2025Q1: 451,169 shares; 2025Q2: 462,578 shares; 2025Q3: 463,582 shares 463,582 $354M 1.13% +1,004 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,833 shares; 2024Q4: 1,174,621 shares; 2025Q1: 1,202,286 shares; 2025Q2: 1,218,157 shares; 2025Q3: 1,242,802 shares 1,242,802 $350M 1.12% +24,645 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: 1,619,206 shares; 2024Q4: 1,468,193 shares; 2025Q1: 1,440,477 shares; 2025Q2: 1,454,878 shares; 2025Q3: 1,479,061 shares 1,479,061 $342M 1.09% +24,183 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323,263 shares; 2024Q4: 2,270,871 shares; 2025Q1: 2,259,864 shares; 2025Q2: 2,213,502 shares; 2025Q3: 2,198,227 shares 2,198,227 $338M 1.08% -15,275 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: 553,612 shares; 2024Q4: 520,523 shares; 2025Q1: 503,037 shares; 2025Q2: 487,535 shares; 2025Q3: 478,063 shares 478,063 $318M 1.02% -9,472 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549,725 shares; 2024Q4: 2,456,834 shares; 2025Q1: 2,633,535 shares; 2025Q2: 3,270,318 shares; 2025Q3: 3,516,761 shares 3,516,761 $307M 0.98% +246,443 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035,403 shares; 2024Q4: 4,944,371 shares; 2025Q1: 4,858,784 shares; 2025Q2: 4,695,686 shares; 2025Q3: 4,688,718 shares 4,688,718 $306M 0.98% -6,968 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: 685,195 shares; 2024Q4: 1,374,653 shares; 2025Q1: 1,370,400 shares; 2025Q2: 1,378,156 shares; 2025Q3: 1,435,149 shares 1,435,149 $292M 0.93% +56,993 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: 1,267,369 shares; 2024Q4: 1,255,669 shares; 2025Q1: 1,223,857 shares; 2025Q2: 1,190,424 shares; 2025Q3: 1,185,382 shares 1,185,382 $289M 0.92% -5,042 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: 4,356,752 shares; 2024Q4: 4,332,764 shares; 2025Q1: 4,347,485 shares; 2025Q2: 4,250,785 shares; 2025Q3: 3,886,866 shares 3,886,866 $285M 0.91% -363,919 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501,130 shares; 2024Q4: 1,159,940 shares; 2025Q1: 1,200,325 shares; 2025Q2: 1,243,904 shares; 2025Q3: 1,291,000 shares 1,291,000 $270M 0.86% +47,096 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: 500,200 shares; 2024Q4: 504,569 shares; 2025Q1: 524,766 shares; 2025Q2: 535,086 shares; 2025Q3: 536,218 shares 536,218 $270M 0.86% +1,132 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: 5,562,116 shares; 2024Q4: 5,560,687 shares; 2025Q1: 5,653,757 shares; 2025Q2: 4,971,249 shares; 2025Q3: 5,013,784 shares 5,013,784 $259M 0.83% +42,535 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527,528 shares; 2024Q4: 2,550,517 shares; 2025Q1: 2,617,938 shares; 2025Q2: 2,431,478 shares; 2025Q3: 2,394,887 shares 2,394,887 $247M 0.79% -36,591 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514,494 shares; 2024Q4: 1,506,337 shares; 2025Q1: 1,514,441 shares; 2025Q2: 1,513,135 shares; 2025Q3: 1,531,436 shares 1,531,436 $243M 0.78% +18,301 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055,280 shares; 2024Q4: 2,175,313 shares; 2025Q1: 2,127,434 shares; 2025Q2: 1,989,900 shares; 2025Q3: 2,021,456 shares 2,021,456 $240M 0.77% +31,556 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: 518,214 shares; 2024Q4: 510,018 shares; 2025Q1: 508,808 shares; 2025Q2: 501,210 shares; 2025Q3: 500,429 shares 500,429 $239M 0.76% -781 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: 2,050,519 shares; 2024Q4: 2,071,113 shares; 2025Q1: 2,075,735 shares; 2025Q2: 2,078,078 shares; 2025Q3: 2,061,378 shares 2,061,378 $232M 0.74% -16,700 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: 235,642 shares; 2024Q4: 228,641 shares; 2025Q1: 228,917 shares; 2025Q2: 231,821 shares; 2025Q3: 228,919 shares 228,919 $212M 0.68% -2,902 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169,251 shares; 2024Q4: 1,127,777 shares; 2025Q1: 1,078,900 shares; 2025Q2: 1,062,739 shares; 2025Q3: 1,137,116 shares 1,137,116 $211M 0.67% +74,377 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: 2,202,268 shares; 2024Q4: 2,152,033 shares; 2025Q1: 2,126,770 shares; 2025Q2: 2,088,913 shares; 2025Q3: 2,056,894 shares 2,056,894 $199M 0.63% -32,019 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: 1,408,675 shares; 2024Q4: 1,895,031 shares; 2025Q1: 2,046,629 shares; 2025Q2: 2,691,908 shares; 2025Q3: 2,890,475 shares 2,890,475 $191M 0.61% +198,567 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: 354,999 shares; 2024Q4: 374,723 shares; 2025Q1: 410,882 shares; 2025Q2: 427,488 shares; 2025Q3: 417,264 shares 417,264 $186M 0.59% -10,224 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: 3,078,085 shares; 2024Q4: 2,990,041 shares; 2025Q1: 2,985,114 shares; 2025Q2: 3,022,399 shares; 2025Q3: 3,095,931 shares 3,095,931 $186M 0.59% +73,532 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: 428,468 shares; 2024Q4: 421,558 shares; 2025Q1: 409,589 shares; 2025Q2: 396,411 shares; 2025Q3: 390,671 shares 390,671 $183M 0.59% -5,740 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: 388,045 shares; 2024Q4: 406,199 shares; 2025Q1: 429,901 shares; 2025Q2: 464,278 shares; 2025Q3: 487,750 shares 487,750 $183M 0.58% +23,472 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: 1,293,811 shares; 2024Q4: 1,293,982 shares; 2025Q1: 1,280,278 shares; 2025Q2: 1,326,375 shares; 2025Q3: 1,315,759 shares 1,315,759 $176M 0.56% -10,616 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: 191,788 shares; 2024Q4: 205,747 shares; 2025Q1: 227,253 shares; 2025Q2: 203,628 shares; 2025Q3: 210,653 shares 210,653 $168M 0.54% +7,025 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: 542,701 shares; 2024Q4: 543,713 shares; 2025Q1: 544,806 shares; 2025Q2: 548,735 shares; 2025Q3: 549,474 shares 549,474 $167M 0.53% +739 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333,136 shares; 2024Q4: 3,579,117 shares; 2025Q1: 3,802,658 shares; 2025Q2: 3,831,334 shares; 2025Q3: 9,668,677 shares 9,668,677 $166M 0.53% +5,837,343 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: 300,136 shares; 2024Q4: 335,053 shares; 2025Q1: 347,381 shares; 2025Q2: 321,225 shares; 2025Q3: 327,665 shares 327,665 $159M 0.51% +6,440 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: 735,613 shares; 2024Q4: 702,984 shares; 2025Q1: 673,200 shares; 2025Q2: 629,487 shares; 2025Q3: 621,005 shares 621,005 $150M 0.48% -8,482 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469,960 shares; 2024Q4: 1,443,425 shares; 2025Q1: 1,711,618 shares; 2025Q2: 2,093,402 shares; 2025Q3: 2,158,535 shares 2,158,535 $148M 0.47% +65,133 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: 427,426 shares; 2024Q4: 411,889 shares; 2025Q1: 413,442 shares; 2025Q2: 417,752 shares; 2025Q3: 421,696 shares 421,696 $144M 0.46% +3,944 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: 706,106 shares; 2024Q4: 705,400 shares; 2025Q1: 742,600 shares; 2025Q2: 720,961 shares; 2025Q3: 716,412 shares 716,412 $144M 0.46% -4,549 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: 1,795,466 shares; 2024Q4: 1,739,438 shares; 2025Q1: 1,718,024 shares; 2025Q2: 1,563,702 shares; 2025Q3: 1,526,134 shares 1,526,134 $140M 0.45% -37,568 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: 406,431 shares; 2024Q4: 398,558 shares; 2025Q1: 387,907 shares; 2025Q2: 387,523 shares; 2025Q3: 373,521 shares 373,521 $137M 0.44% -14,002 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: 612,239 shares; 2024Q4: 611,224 shares; 2025Q1: 592,820 shares; 2025Q2: 574,826 shares; 2025Q3: 566,664 shares 566,664 $134M 0.43% -8,162 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: 82,105 shares; 2024Q4: 84,456 shares; 2025Q1: 93,872 shares; 2025Q2: 104,095 shares; 2025Q3: 111,361 shares 111,361 $134M 0.43% +7,266 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: 292,352 shares; 2024Q4: 291,039 shares; 2025Q1: 293,753 shares; 2025Q2: 298,082 shares; 2025Q3: 281,036 shares 281,036 $133M 0.43% -17,046 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: 982,943 shares; 2024Q4: 951,029 shares; 2025Q1: 918,711 shares; 2025Q2: 924,676 shares; 2025Q3: 905,188 shares 905,188 $131M 0.42% -19,488 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: 919,669 shares; 2024Q4: 850,793 shares; 2025Q1: 838,048 shares; 2025Q2: 796,576 shares; 2025Q3: 803,120 shares 803,120 $125M 0.4% +6,544 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 717,251 shares; 2025Q1: 810,167 shares; 2025Q2: 838,000 shares; 2025Q3: 854,376 shares 854,376 $124M 0.4% +16,376 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: 466,978 shares; 2024Q4: 449,225 shares; 2025Q1: 433,459 shares; 2025Q2: 426,309 shares; 2025Q3: 423,536 shares 423,536 $124M 0.4% -2,773 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094,773 shares; 2024Q4: 2,044,780 shares; 2025Q1: 1,967,823 shares; 2025Q2: 1,665,881 shares; 2025Q3: 1,637,073 shares 1,637,073 $124M 0.4% -28,808 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: 607,626 shares; 2024Q4: 599,438 shares; 2025Q1: 605,222 shares; 2025Q2: 631,275 shares; 2025Q3: 584,243 shares 584,243 $120M 0.38% -47,032 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: 411,541 shares; 2024Q4: 424,718 shares; 2025Q1: 326,197 shares; 2025Q2: 365,715 shares; 2025Q3: 398,391 shares 398,391 $120M 0.38% +32,676 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: 149,893 shares; 2024Q4: 149,811 shares; 2025Q1: 160,853 shares; 2025Q2: 155,738 shares; 2025Q3: 153,968 shares 153,968 $117M 0.37% -1,770 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,460 shares; 2024Q4: 1,139,291 shares; 2025Q1: 1,180,318 shares; 2025Q2: 1,379,809 shares; 2025Q3: 1,376,347 shares 1,376,347 $115M 0.37% -3,462 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488,656 shares; 2024Q4: 1,410,002 shares; 2025Q1: 1,286,369 shares; 2025Q2: 1,202,742 shares; 2025Q3: 1,210,680 shares 1,210,680 $113M 0.36% +7,938 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: 392,684 shares; 2024Q4: 386,591 shares; 2025Q1: 385,388 shares; 2025Q2: 397,331 shares; 2025Q3: 401,027 shares 401,027 $113M 0.36% +3,696 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662,543 shares; 2024Q4: 1,672,567 shares; 2025Q1: 1,652,483 shares; 2025Q2: 1,701,701 shares; 2025Q3: 1,672,917 shares 1,672,917 $111M 0.35% -28,784 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: 568,840 shares; 2024Q4: 556,177 shares; 2025Q1: 534,881 shares; 2025Q2: 523,458 shares; 2025Q3: 506,102 shares 506,102 $109M 0.35% -17,356 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,127 shares; 2024Q4: 328,190 shares; 2025Q1: 346,656 shares; 2025Q2: 313,288 shares; 2025Q3: 307,521 shares 307,521 $106M 0.34% -5,767 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: 544,941 shares; 2024Q4: 532,045 shares; 2025Q1: 514,857 shares; 2025Q2: 508,719 shares; 2025Q3: 502,745 shares 502,745 $106M 0.34% -5,974 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: 243,753 shares; 2024Q4: 235,836 shares; 2025Q1: 230,924 shares; 2025Q2: 234,645 shares; 2025Q3: 230,118 shares 230,118 $105M 0.34% -4,527 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: 474,378 shares; 2024Q4: 476,285 shares; 2025Q1: 467,687 shares; 2025Q2: 404,680 shares; 2025Q3: 302,916 shares 302,916 $105M 0.33% -101,764 Timeline GVI 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: 1,129,209 shares; 2024Q4: 1,130,735 shares; 2025Q1: 1,148,236 shares; 2025Q2: 1,125,112 shares; 2025Q3: 961,950 shares 961,950 $103M 0.33% -163,162 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,061 shares; 2024Q4: 591,343 shares; 2025Q1: 563,170 shares; 2025Q2: 544,419 shares; 2025Q3: 536,024 shares 536,024 $103M 0.33% -8,395 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: 603,125 shares; 2024Q4: 572,077 shares; 2025Q1: 561,426 shares; 2025Q2: 490,447 shares; 2025Q3: 478,801 shares 478,801 $98M 0.31% -11,646 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: 352,395 shares; 2024Q4: 334,918 shares; 2025Q1: 326,855 shares; 2025Q2: 302,657 shares; 2025Q3: 295,979 shares 295,979 $97.1M 0.31% -6,678 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: 186,934 shares; 2024Q4: 199,932 shares; 2025Q1: 224,140 shares; 2025Q2: 232,533 shares; 2025Q3: 216,929 shares 216,929 $97M 0.31% -15,604 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: 231,369 shares; 2024Q4: 218,999 shares; 2025Q1: 212,101 shares; 2025Q2: 203,555 shares; 2025Q3: 198,683 shares 198,683 $95.3M 0.3% -4,872 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: 603,532 shares; 2024Q4: 600,202 shares; 2025Q1: 592,961 shares; 2025Q2: 602,963 shares; 2025Q3: 598,942 shares 598,942 $94.7M 0.3% -4,021 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: 523,048 shares; 2024Q4: 522,526 shares; 2025Q1: 500,256 shares; 2025Q2: 494,141 shares; 2025Q3: 475,484 shares 475,484 $94.3M 0.3% -18,657 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: 1,683,867 shares; 2024Q4: 1,602,225 shares; 2025Q1: 1,601,980 shares; 2025Q2: 1,680,576 shares; 2025Q3: 1,718,090 shares 1,718,090 $93.1M 0.3% +37,514 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: 489,798 shares; 2024Q4: 506,941 shares; 2025Q1: 542,502 shares; 2025Q2: 563,903 shares; 2025Q3: 559,571 shares 559,571 $90.8M 0.29% -4,332 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: 314,495 shares; 2024Q4: 306,657 shares; 2025Q1: 300,367 shares; 2025Q2: 295,334 shares; 2025Q3: 289,675 shares 289,675 $89.2M 0.29% -5,659 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: 86,960 shares; 2024Q4: 87,902 shares; 2025Q1: 95,436 shares; 2025Q2: 95,870 shares; 2025Q3: 96,868 shares 96,868 $89.1M 0.29% +998 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,964 shares; 2024Q4: 201,147 shares; 2025Q1: 194,763 shares; 2025Q2: 189,235 shares; 2025Q3: 180,095 shares 180,095 $88.9M 0.28% -9,140 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: 324,781 shares; 2024Q4: 318,057 shares; 2025Q1: 313,280 shares; 2025Q2: 307,748 shares; 2025Q3: 300,869 shares 300,869 $88.3M 0.28% -6,879 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: 519,611 shares; 2024Q4: 518,970 shares; 2025Q1: 528,169 shares; 2025Q2: 517,071 shares; 2025Q3: 513,075 shares 513,075 $85.9M 0.27% -3,996 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: 465,634 shares; 2024Q4: 466,588 shares; 2025Q1: 472,379 shares; 2025Q2: 482,564 shares; 2025Q3: 461,765 shares 461,765 $84.8M 0.27% -20,799 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: 320,796 shares; 2024Q4: 320,806 shares; 2025Q1: 380,720 shares; 2025Q2: 369,590 shares; 2025Q3: 342,200 shares 342,200 $84.4M 0.27% -27,390 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: 349,057 shares; 2024Q4: 331,302 shares; 2025Q1: 306,720 shares; 2025Q2: 301,333 shares; 2025Q3: 298,358 shares 298,358 $84.2M 0.27% -2,975 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: 669,366 shares; 2024Q4: 643,732 shares; 2025Q1: 668,296 shares; 2025Q2: 657,805 shares; 2025Q3: 828,084 shares 828,084 $83M 0.27% +170,279 Timeline IGF 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: 1,228,796 shares; 2024Q4: 1,354,116 shares; 2025Q1: 1,342,373 shares; 2025Q2: 1,340,424 shares; 2025Q3: 1,349,344 shares 1,349,344 $82.5M 0.26% +8,920 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: 73,795 shares; 2025Q1: 71,488 shares; 2025Q2: 70,261 shares; 2025Q3: 70,496 shares 70,496 $82.2M 0.26% +235 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: 663,412 shares; 2024Q4: 631,065 shares; 2025Q1: 594,355 shares; 2025Q2: 559,285 shares; 2025Q3: 581,569 shares 581,569 $81.7M 0.26% +22,284 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: 817,595 shares; 2024Q4: 770,939 shares; 2025Q1: 738,402 shares; 2025Q2: 727,471 shares; 2025Q3: 666,244 shares 666,244 $80.4M 0.26% -61,227 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: 365,013 shares; 2024Q4: 345,185 shares; 2025Q1: 323,709 shares; 2025Q2: 308,790 shares; 2025Q3: 309,932 shares 309,932 $78.8M 0.25% +1,142 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: 231,945 shares; 2024Q4: 231,277 shares; 2025Q1: 232,778 shares; 2025Q2: 238,721 shares; 2025Q3: 226,599 shares 226,599 $77.3M 0.25% -12,122 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: 317,590 shares; 2024Q4: 313,953 shares; 2025Q1: 305,643 shares; 2025Q2: 296,678 shares; 2025Q3: 294,181 shares 294,181 $76.7M 0.25% -2,497 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: 742,199 shares; 2024Q4: 712,618 shares; 2025Q1: 686,374 shares; 2025Q2: 689,039 shares; 2025Q3: 664,642 shares 664,642 $76.1M 0.24% -24,397 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: 1,038,191 shares; 2024Q4: 3,038,718 shares; 2025Q1: 3,129,487 shares; 2025Q2: 2,988,956 shares; 2025Q3: 2,761,027 shares 2,761,027 $75.4M 0.24% -227,929 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,403 shares; 2024Q4: 470,453 shares; 2025Q1: 510,495 shares; 2025Q2: 576,752 shares; 2025Q3: 608,273 shares 608,273 $73.3M 0.23% +31,521 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: 124,341 shares; 2024Q4: 108,314 shares; 2025Q1: 270,568 shares; 2025Q2: 321,666 shares; 2025Q3: 338,884 shares 338,884 $73.1M 0.23% +17,218 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: 321,245 shares; 2024Q4: 315,071 shares; 2025Q1: 305,356 shares; 2025Q2: 279,313 shares; 2025Q3: 281,876 shares 281,876 $70.8M 0.23% +2,563 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: 293,695 shares; 2024Q4: 289,294 shares; 2025Q1: 297,704 shares; 2025Q2: 300,571 shares; 2025Q3: 294,857 shares 294,857 $70.6M 0.23% -5,714 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: 942,764 shares; 2024Q4: 1,080,682 shares; 2025Q1: 1,224,663 shares; 2025Q2: 1,319,673 shares; 2025Q3: 1,381,543 shares 1,381,543 $70.1M 0.22% +61,870 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,577 shares; 2024Q4: 866,932 shares; 2025Q1: 813,286 shares; 2025Q2: 847,680 shares; 2025Q3: 863,490 shares 863,490 $68.1M 0.22% +15,810 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: 2,785,936 shares; 2024Q4: 2,627,106 shares; 2025Q1: 2,778,113 shares; 2025Q2: 2,680,543 shares; 2025Q3: 2,586,928 shares 2,586,928 $65.9M 0.21% -93,615 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: 206,714 shares; 2024Q4: 197,886 shares; 2025Q1: 187,622 shares; 2025Q2: 181,126 shares; 2025Q3: 177,049 shares 177,049 $62.9M 0.2% -4,077 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: 437,824 shares; 2024Q4: 423,613 shares; 2025Q1: 410,449 shares; 2025Q2: 386,370 shares; 2025Q3: 373,475 shares 373,475 $62.1M 0.2% -12,895 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: 197,897 shares; 2024Q4: 183,860 shares; 2025Q1: 185,152 shares; 2025Q2: 187,921 shares; 2025Q3: 186,774 shares 186,774 $62M 0.2% -1,147 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: 632,877 shares; 2024Q4: 629,246 shares; 2025Q1: 678,728 shares; 2025Q2: 697,439 shares; 2025Q3: 730,567 shares 730,567 $61.4M 0.2% +33,128 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: 1,801,667 shares; 2024Q4: 1,380,210 shares; 2025Q1: 1,288,831 shares; 2025Q2: 695,850 shares; 2025Q3: 659,791 shares 659,791 $61.3M 0.2% -36,059 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: 84,793 shares; 2024Q4: 87,578 shares; 2025Q1: 96,442 shares; 2025Q2: 91,748 shares; 2025Q3: 98,403 shares 98,403 $60.5M 0.19% +6,655 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: 421,460 shares; 2024Q4: 445,540 shares; 2025Q1: 367,582 shares; 2025Q2: 357,003 shares; 2025Q3: 370,696 shares 370,696 $60M 0.19% +13,693 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: 36,781 shares; 2024Q4: 36,795 shares; 2025Q1: 37,014 shares; 2025Q2: 558,884 shares; 2025Q3: 556,236 shares 556,236 $60M 0.19% -2,648 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: 356,077 shares; 2024Q4: 337,280 shares; 2025Q1: 320,212 shares; 2025Q2: 312,802 shares; 2025Q3: 291,215 shares 291,215 $59.3M 0.19% -21,587 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: 530,693 shares; 2024Q4: 489,291 shares; 2025Q1: 455,863 shares; 2025Q2: 442,294 shares; 2025Q3: 440,452 shares 440,452 $57.8M 0.18% -1,842 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,393 shares; 2024Q4: 296,463 shares; 2025Q1: 312,210 shares; 2025Q2: 406,305 shares; 2025Q3: 466,142 shares 466,142 $57.7M 0.18% +59,837 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: 230,979 shares; 2024Q4: 238,731 shares; 2025Q1: 262,168 shares; 2025Q2: 250,348 shares; 2025Q3: 237,125 shares 237,125 $56.2M 0.18% -13,223 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,526 shares; 2024Q4: 1,052,461 shares; 2025Q1: 1,008,691 shares; 2025Q2: 545,151 shares; 2025Q3: 477,082 shares 477,082 $54.2M 0.17% -68,069 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: 115,453 shares; 2024Q4: 116,439 shares; 2025Q1: 110,784 shares; 2025Q2: 109,334 shares; 2025Q3: 109,077 shares 109,077 $53.1M 0.17% -257 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: 315,748 shares; 2024Q4: 309,729 shares; 2025Q1: 297,492 shares; 2025Q2: 290,480 shares; 2025Q3: 279,555 shares 279,555 $52.1M 0.17% -10,925 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: 247,181 shares; 2024Q4: 236,462 shares; 2025Q1: 233,524 shares; 2025Q2: 242,954 shares; 2025Q3: 235,857 shares 235,857 $52.1M 0.17% -7,097 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: 309,665 shares; 2024Q4: 416,970 shares; 2025Q1: 467,708 shares; 2025Q2: 497,457 shares; 2025Q3: 648,239 shares 648,239 $51.1M 0.16% +150,782 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,940 shares; 2024Q4: 263,429 shares; 2025Q1: 252,233 shares; 2025Q2: 250,958 shares; 2025Q3: 245,888 shares 245,888 $50.8M 0.16% -5,070 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: 854,431 shares; 2024Q4: 740,633 shares; 2025Q1: 680,395 shares; 2025Q2: 622,977 shares; 2025Q3: 600,532 shares 600,532 $50.4M 0.16% -22,445 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: 198,101 shares; 2024Q4: 189,359 shares; 2025Q1: 174,550 shares; 2025Q2: 171,611 shares; 2025Q3: 170,456 shares 170,456 $48.1M 0.15% -1,155 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: 185,964 shares; 2024Q4: 175,453 shares; 2025Q1: 176,099 shares; 2025Q2: 172,741 shares; 2025Q3: 174,134 shares 174,134 $47.7M 0.15% +1,393 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,510 shares; 2024Q4: 472,487 shares; 2025Q1: 494,104 shares; 2025Q2: 586,234 shares; 2025Q3: 588,106 shares 588,106 $46.1M 0.15% +1,872 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: 31,286 shares; 2024Q4: 44,609 shares; 2025Q1: 68,241 shares; 2025Q2: 88,113 shares; 2025Q3: 93,134 shares 93,134 $45.7M 0.15% +5,021 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: 168,019 shares; 2024Q4: 162,914 shares; 2025Q1: 167,613 shares; 2025Q2: 162,375 shares; 2025Q3: 157,388 shares 157,388 $44.4M 0.14% -4,987 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: 293,668 shares; 2024Q4: 293,094 shares; 2025Q1: 369,101 shares; 2025Q2: 378,923 shares; 2025Q3: 393,565 shares 393,565 $43.7M 0.14% +14,642 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: 703,562 shares; 2024Q4: 685,696 shares; 2025Q1: 659,628 shares; 2025Q2: 580,134 shares; 2025Q3: 602,915 shares 602,915 $42M 0.13% +22,781 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: 88,562 shares; 2024Q4: 89,407 shares; 2025Q1: 95,843 shares; 2025Q2: 99,633 shares; 2025Q3: 113,533 shares 113,533 $42M 0.13% +13,900 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: 989,231 shares; 2024Q4: 933,481 shares; 2025Q1: 803,863 shares; 2025Q2: 755,646 shares; 2025Q3: 750,286 shares 750,286 $40.1M 0.13% -5,360 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: 290,983 shares; 2024Q4: 402,540 shares; 2025Q1: 456,267 shares; 2025Q2: 495,052 shares; 2025Q3: 529,303 shares 529,303 $39.8M 0.13% +34,251 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212,473 shares; 2024Q4: 1,190,393 shares; 2025Q1: 1,334,055 shares; 2025Q2: 1,267,323 shares; 2025Q3: 1,241,490 shares 1,241,490 $39.3M 0.13% -25,833 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: 562,560 shares; 2024Q4: 555,258 shares; 2025Q1: 548,480 shares; 2025Q2: 520,073 shares; 2025Q3: 522,223 shares 522,223 $38.5M 0.12% +2,150 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: 160,070 shares; 2024Q4: 182,409 shares; 2025Q1: 246,574 shares; 2025Q2: 341,371 shares; 2025Q3: 386,276 shares 386,276 $38.4M 0.12% +44,905 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: 95,624 shares; 2024Q4: 93,386 shares; 2025Q1: 93,635 shares; 2025Q2: 90,272 shares; 2025Q3: 89,405 shares 89,405 $37.8M 0.12% -867 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: 609,894 shares; 2024Q4: 602,938 shares; 2025Q1: 617,712 shares; 2025Q2: 700,340 shares; 2025Q3: 700,779 shares 700,779 $37.8M 0.12% +439 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: 848,638 shares; 2024Q4: 815,094 shares; 2025Q1: 797,897 shares; 2025Q2: 787,479 shares; 2025Q3: 766,841 shares 766,841 $37.1M 0.12% -20,638 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: 493,189 shares; 2024Q4: 474,190 shares; 2025Q1: 469,050 shares; 2025Q2: 429,646 shares; 2025Q3: 411,689 shares 411,689 $36.8M 0.12% -17,957 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: 89,259 shares; 2024Q4: 87,552 shares; 2025Q1: 78,163 shares; 2025Q2: 77,534 shares; 2025Q3: 73,233 shares 73,233 $36.6M 0.12% -4,301 Timeline BGDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,331,674 shares; 2025Q1: 1,332,099 shares; 2025Q2: 1,331,429 shares; 2025Q3: 1,342,363 shares 1,342,363 $36.1M 0.12% +10,934 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: 299,083 shares; 2024Q4: 288,110 shares; 2025Q1: 273,525 shares; 2025Q2: 267,631 shares; 2025Q3: 253,981 shares 253,981 $36.1M 0.12% -13,650 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: 22,289 shares; 2024Q4: 27,390 shares; 2025Q1: 31,899 shares; 2025Q2: 146,694 shares; 2025Q3: 168,142 shares 168,142 $35.7M 0.11% +21,448 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: 490,843 shares; 2024Q4: 413,432 shares; 2025Q1: 401,605 shares; 2025Q2: 383,262 shares; 2025Q3: 374,399 shares 374,399 $35.4M 0.11% -8,863 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: 40,745 shares; 2024Q4: 42,501 shares; 2025Q1: 49,342 shares; 2025Q2: 48,218 shares; 2025Q3: 47,331 shares 47,331 $35.3M 0.11% -887 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: 153,959 shares; 2024Q4: 150,179 shares; 2025Q1: 146,748 shares; 2025Q2: 132,951 shares; 2025Q3: 128,174 shares 128,174 $35M 0.11% -4,777 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: 247,058 shares; 2024Q4: 239,532 shares; 2025Q1: 206,262 shares; 2025Q2: 192,430 shares; 2025Q3: 164,318 shares 164,318 $33.1M 0.11% -28,112 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: 48,840 shares; 2024Q4: 47,575 shares; 2025Q1: 48,168 shares; 2025Q2: 48,031 shares; 2025Q3: 48,121 shares 48,121 $32.9M 0.11% +90 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,662 shares; 2024Q4: 235,400 shares; 2025Q1: 219,903 shares; 2025Q2: 221,593 shares; 2025Q3: 215,771 shares 215,771 $32.8M 0.1% -5,822 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: 100,756 shares; 2024Q4: 188,403 shares; 2025Q1: 229,900 shares; 2025Q2: 275,264 shares; 2025Q3: 331,679 shares 331,679 $32.5M 0.1% +56,415 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: 458,884 shares; 2024Q4: 455,936 shares; 2025Q1: 455,914 shares; 2025Q2: 454,002 shares; 2025Q3: 453,785 shares 453,785 $32.4M 0.1% -217 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: 119,280 shares; 2024Q4: 117,024 shares; 2025Q1: 112,539 shares; 2025Q2: 108,344 shares; 2025Q3: 107,720 shares 107,720 $32.4M 0.1% -624 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,638 shares; 2024Q4: 777,172 shares; 2025Q1: 784,950 shares; 2025Q2: 771,022 shares; 2025Q3: 713,418 shares 713,418 $31.8M 0.1% -57,604 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: 101,152 shares; 2024Q4: 67,114 shares; 2025Q1: 80,096 shares; 2025Q2: 128,098 shares; 2025Q3: 173,745 shares 173,745 $31.7M 0.1% +45,647 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: 215,622 shares; 2024Q4: 212,316 shares; 2025Q1: 115,061 shares; 2025Q2: 99,773 shares; 2025Q3: 88,333 shares 88,333 $31.2M 0.1% -11,440 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: 679,841 shares; 2024Q4: 735,644 shares; 2025Q1: 734,190 shares; 2025Q2: 691,488 shares; 2025Q3: 668,154 shares 668,154 $30.1M 0.1% -23,334 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: 3,673 shares; 2024Q4: 4,576 shares; 2025Q1: 4,921 shares; 2025Q2: 5,329 shares; 2025Q3: 5,578 shares 5,578 $30.1M 0.1% +249 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,471 shares; 2024Q4: 257,770 shares; 2025Q1: 254,662 shares; 2025Q2: 257,549 shares; 2025Q3: 251,984 shares 251,984 $29.8M 0.1% -5,565 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,946 shares; 2024Q4: 228,556 shares; 2025Q1: 271,489 shares; 2025Q2: 296,046 shares; 2025Q3: 304,656 shares 304,656 $29.7M 0.1% +8,610 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: 221,745 shares; 2024Q4: 219,501 shares; 2025Q1: 215,432 shares; 2025Q2: 211,556 shares; 2025Q3: 206,409 shares 206,409 $29.4M 0.09% -5,147 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,496 shares; 2024Q4: 463,490 shares; 2025Q1: 574,557 shares; 2025Q2: 705,180 shares; 2025Q3: 762,747 shares 762,747 $29.4M 0.09% +57,567 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: 189,160 shares; 2024Q4: 177,458 shares; 2025Q1: 179,214 shares; 2025Q2: 175,674 shares; 2025Q3: 174,020 shares 174,020 $29.1M 0.09% -1,654 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: 103,345 shares; 2024Q4: 98,965 shares; 2025Q1: 179,584 shares; 2025Q2: 182,843 shares; 2025Q3: 188,228 shares 188,228 $29M 0.09% +5,385 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: 695,676 shares; 2024Q4: 744,889 shares; 2025Q1: 701,571 shares; 2025Q2: 642,755 shares; 2025Q3: 730,336 shares 730,336 $28.6M 0.09% +87,581 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,576 shares; 2024Q4: 202,764 shares; 2025Q1: 218,045 shares; 2025Q2: 236,504 shares; 2025Q3: 243,824 shares 243,824 $27.4M 0.09% +7,320 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,832 shares; 2024Q4: 592,113 shares; 2025Q1: 534,851 shares; 2025Q2: 433,493 shares; 2025Q3: 424,302 shares 424,302 $27.2M 0.09% -9,191 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: 135,889 shares; 2024Q4: 133,596 shares; 2025Q1: 131,094 shares; 2025Q2: 151,095 shares; 2025Q3: 141,418 shares 141,418 $27.2M 0.09% -9,677 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: 113,786 shares; 2024Q4: 111,771 shares; 2025Q1: 118,314 shares; 2025Q2: 112,563 shares; 2025Q3: 109,821 shares 109,821 $27.1M 0.09% -2,742 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: 924,420 shares; 2024Q4: 920,855 shares; 2025Q1: 933,782 shares; 2025Q2: 929,992 shares; 2025Q3: 948,290 shares 948,290 $26.8M 0.09% +18,298 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,175 shares; 2024Q4: 305,471 shares; 2025Q1: 308,473 shares; 2025Q2: 309,962 shares; 2025Q3: 316,415 shares 316,415 $26.2M 0.08% +6,453 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,845 shares; 2024Q4: 75,740 shares; 2025Q1: 72,398 shares; 2025Q2: 100,483 shares; 2025Q3: 96,913 shares 96,913 $26.2M 0.08% -3,570 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,990 shares; 2024Q4: 94,760 shares; 2025Q1: 99,593 shares; 2025Q2: 93,916 shares; 2025Q3: 98,531 shares 98,531 $25.7M 0.08% +4,615 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: 73,863 shares; 2024Q4: 73,601 shares; 2025Q1: 73,346 shares; 2025Q2: 70,182 shares; 2025Q3: 67,272 shares 67,272 $25.5M 0.08% -2,910 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: 259,342 shares; 2024Q4: 250,505 shares; 2025Q1: 234,810 shares; 2025Q2: 229,784 shares; 2025Q3: 223,136 shares 223,136 $25M 0.08% -6,648 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,978 shares; 2024Q4: 179,019 shares; 2025Q1: 192,422 shares; 2025Q2: 170,777 shares; 2025Q3: 162,140 shares 162,140 $23.7M 0.08% -8,637 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: 99,480 shares; 2024Q4: 98,365 shares; 2025Q1: 98,912 shares; 2025Q2: 95,104 shares; 2025Q3: 96,088 shares 96,088 $23.6M 0.08% +984 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,673 shares; 2024Q4: 111,860 shares; 2025Q1: 179,449 shares; 2025Q2: 203,294 shares; 2025Q3: 224,286 shares 224,286 $23.4M 0.07% +20,992 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,682 shares; 2024Q4: 658,282 shares; 2025Q1: 649,963 shares; 2025Q2: 557,239 shares; 2025Q3: 588,079 shares 588,079 $21.8M 0.07% +30,840 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,039 shares; 2024Q4: 705,262 shares; 2025Q1: 763,005 shares; 2025Q2: 744,931 shares; 2025Q3: 533,523 shares 533,523 $20.9M 0.07% -211,408 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: 97,714 shares; 2024Q4: 96,841 shares; 2025Q1: 118,975 shares; 2025Q2: 136,405 shares; 2025Q3: 167,821 shares 167,821 $20.8M 0.07% +31,416 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: 433,429 shares; 2024Q4: 381,685 shares; 2025Q1: 348,806 shares; 2025Q2: 337,848 shares; 2025Q3: 332,329 shares 332,329 $20.8M 0.07% -5,519 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: 73,236 shares; 2024Q4: 72,786 shares; 2025Q1: 71,463 shares; 2025Q2: 69,882 shares; 2025Q3: 69,047 shares 69,047 $20.5M 0.07% -835 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: 155,044 shares; 2025Q1: 157,781 shares; 2025Q2: 153,605 shares; 2025Q3: 153,453 shares 153,453 $20.5M 0.07% -152 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: 290,950 shares; 2024Q4: 276,870 shares; 2025Q1: 263,641 shares; 2025Q2: 250,677 shares; 2025Q3: 242,408 shares 242,408 $20.5M 0.07% -8,269 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: 998,617 shares; 2024Q4: 945,853 shares; 2025Q1: 792,610 shares; 2025Q2: 728,955 shares; 2025Q3: 644,055 shares 644,055 $20.2M 0.06% -84,900 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,692 shares; 2024Q4: 382,866 shares; 2025Q1: 322,071 shares; 2025Q2: 302,842 shares; 2025Q3: 293,610 shares 293,610 $19.9M 0.06% -9,232 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,341 shares; 2024Q4: 53,465 shares; 2025Q1: 52,013 shares; 2025Q2: 54,355 shares; 2025Q3: 55,944 shares 55,944 $19.7M 0.06% +1,589 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: 103,640 shares; 2024Q4: 206,861 shares; 2025Q1: 242,599 shares; 2025Q2: 289,807 shares; 2025Q3: 309,561 shares 309,561 $19.6M 0.06% +19,754 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,616 shares; 2024Q4: 209,408 shares; 2025Q1: 255,866 shares; 2025Q2: 334,757 shares; 2025Q3: 340,480 shares 340,480 $19.4M 0.06% +5,723 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,761 shares; 2024Q4: 477,342 shares; 2025Q1: 496,066 shares; 2025Q2: 450,727 shares; 2025Q3: 441,384 shares 441,384 $19.2M 0.06% -9,343 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: 199,337 shares; 2024Q4: 191,468 shares; 2025Q1: 198,673 shares; 2025Q2: 188,522 shares; 2025Q3: 200,328 shares 200,328 $19.1M 0.06% +11,806 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: 69,454 shares; 2024Q4: 62,720 shares; 2025Q1: 61,548 shares; 2025Q2: 68,288 shares; 2025Q3: 67,858 shares 67,858 $19M 0.06% -430 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: 486,097 shares; 2024Q4: 462,220 shares; 2025Q1: 457,611 shares; 2025Q2: 439,646 shares; 2025Q3: 417,657 shares 417,657 $18.4M 0.06% -21,989 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: 57,467 shares; 2024Q4: 74,773 shares; 2025Q1: 140,918 shares; 2025Q2: 145,013 shares; 2025Q3: 189,171 shares 189,171 $18.2M 0.06% +44,158 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,345 shares; 2024Q4: 252,572 shares; 2025Q1: 266,348 shares; 2025Q2: 268,371 shares; 2025Q3: 271,061 shares 271,061 $18.2M 0.06% +2,690 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: 112,885 shares; 2024Q4: 101,962 shares; 2025Q1: 94,140 shares; 2025Q2: 88,474 shares; 2025Q3: 85,084 shares 85,084 $17.8M 0.06% -3,390 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,382 shares; 2024Q4: 260,043 shares; 2025Q1: 243,992 shares; 2025Q2: 224,180 shares; 2025Q3: 213,653 shares 213,653 $17.3M 0.06% -10,527 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,808 shares; 2024Q4: 825,744 shares; 2025Q1: 760,040 shares; 2025Q2: 617,256 shares; 2025Q3: 499,669 shares 499,669 $17.2M 0.05% -117,587 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: 949,513 shares; 2024Q4: 662,388 shares; 2025Q1: 575,366 shares; 2025Q2: 543,128 shares; 2025Q3: 511,821 shares 511,821 $17.2M 0.05% -31,307 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: 210,977 shares; 2024Q4: 199,725 shares; 2025Q1: 183,207 shares; 2025Q2: 136,099 shares; 2025Q3: 123,034 shares 123,034 $17.1M 0.05% -13,065 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,130 shares; 2024Q4: 214,997 shares; 2025Q1: 200,122 shares; 2025Q2: 204,007 shares; 2025Q3: 218,856 shares 218,856 $16.8M 0.05% +14,849 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,735 shares; 2024Q4: 78,922 shares; 2025Q1: 77,780 shares; 2025Q2: 78,214 shares; 2025Q3: 75,833 shares 75,833 $16.5M 0.05% -2,381 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,655 shares; 2024Q4: 127,189 shares; 2025Q1: 130,529 shares; 2025Q2: 119,792 shares; 2025Q3: 118,272 shares 118,272 $16.5M 0.05% -1,520 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,939 shares; 2024Q4: 28,643 shares; 2025Q1: 34,845 shares; 2025Q2: 34,227 shares; 2025Q3: 33,512 shares 33,512 $16M 0.05% -715 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: 53,021 shares; 2024Q4: 52,079 shares; 2025Q1: 51,217 shares; 2025Q2: 49,970 shares; 2025Q3: 49,791 shares 49,791 $15.9M 0.05% -179 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: 266,800 shares; 2024Q4: 267,950 shares; 2025Q1: 223,309 shares; 2025Q2: 194,396 shares; 2025Q3: 190,056 shares 190,056 $15.6M 0.05% -4,340 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 706 shares; 2025Q2: 460 shares; 2025Q3: 287,772 shares 287,772 $15.3M 0.05% +287,312 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 58,472 shares; 2025Q1: 80,460 shares; 2025Q2: 84,905 shares; 2025Q3: 85,953 shares 85,953 $15.3M 0.05% +1,048 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: 149,638 shares; 2024Q4: 231,880 shares; 2025Q1: 263,500 shares; 2025Q2: 262,582 shares; 2025Q3: 275,282 shares 275,282 $15.2M 0.05% +12,700 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: 98,376 shares; 2024Q4: 96,218 shares; 2025Q1: 90,351 shares; 2025Q2: 86,281 shares; 2025Q3: 85,791 shares 85,791 $15.2M 0.05% -490 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,260 shares; 2024Q4: 295,661 shares; 2025Q1: 303,230 shares; 2025Q2: 264,020 shares; 2025Q3: 251,855 shares 251,855 $15.1M 0.05% -12,165 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 21 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $15.1M 0.05% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,354 shares; 2024Q4: 136,197 shares; 2025Q1: 215,039 shares; 2025Q2: 296,551 shares; 2025Q3: 319,263 shares 319,263 $14.8M 0.05% +22,712 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: 93,533 shares; 2024Q4: 113,274 shares; 2025Q1: 115,736 shares; 2025Q2: 90,738 shares; 2025Q3: 85,968 shares 85,968 $14.7M 0.05% -4,770 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: 141,034 shares; 2024Q4: 130,030 shares; 2025Q1: 128,727 shares; 2025Q2: 124,864 shares; 2025Q3: 144,179 shares 144,179 $14.6M 0.05% +19,315 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,595 shares; 2024Q4: 51,411 shares; 2025Q1: 50,922 shares; 2025Q2: 51,381 shares; 2025Q3: 50,411 shares 50,411 $14.6M 0.05% -970 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: 98,313 shares; 2024Q4: 94,070 shares; 2025Q1: 89,852 shares; 2025Q2: 88,250 shares; 2025Q3: 83,021 shares 83,021 $14.5M 0.05% -5,229 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: 165,951 shares; 2024Q4: 144,958 shares; 2025Q1: 142,361 shares; 2025Q2: 158,051 shares; 2025Q3: 150,996 shares 150,996 $14.4M 0.05% -7,055 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: 83,069 shares; 2024Q4: 81,587 shares; 2025Q1: 82,305 shares; 2025Q2: 90,386 shares; 2025Q3: 91,218 shares 91,218 $14.2M 0.05% +832 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,562 shares; 2024Q4: 11,399 shares; 2025Q1: 11,368 shares; 2025Q2: 10,944 shares; 2025Q3: 10,687 shares 10,687 $14.1M 0.05% -257 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: 76,016 shares; 2024Q4: 73,698 shares; 2025Q1: 71,658 shares; 2025Q2: 42,389 shares; 2025Q3: 47,155 shares 47,155 $13.9M 0.04% +4,766 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: 107,270 shares; 2024Q4: 105,204 shares; 2025Q1: 105,505 shares; 2025Q2: 103,523 shares; 2025Q3: 100,200 shares 100,200 $13.8M 0.04% -3,323 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 7,234 shares; 2025Q1: 9,405 shares; 2025Q2: 12,621 shares; 2025Q3: 14,935 shares 14,935 $13.7M 0.04% +2,314 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 6,499 shares; 2025Q1: 40,267 shares; 2025Q2: 64,217 shares; 2025Q3: 69,656 shares 69,656 $13.6M 0.04% +5,439 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: 147,537 shares; 2024Q4: 134,686 shares; 2025Q1: 139,520 shares; 2025Q2: 121,686 shares; 2025Q3: 117,754 shares 117,754 $13.5M 0.04% -3,932 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: 23,483 shares; 2024Q4: 22,678 shares; 2025Q1: 23,196 shares; 2025Q2: 23,076 shares; 2025Q3: 22,367 shares 22,367 $13.4M 0.04% -709 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: 150,041 shares; 2024Q4: 143,391 shares; 2025Q1: 139,545 shares; 2025Q2: 135,855 shares; 2025Q3: 138,780 shares 138,780 $13.3M 0.04% +2,925 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,033 shares; 2024Q4: 357,330 shares; 2025Q1: 387,252 shares; 2025Q2: 224,694 shares; 2025Q3: 230,892 shares 230,892 $13.2M 0.04% +6,198 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,830 shares; 2024Q4: 104,834 shares; 2025Q1: 104,449 shares; 2025Q2: 100,479 shares; 2025Q3: 101,525 shares 101,525 $13.1M 0.04% +1,046 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,401 shares; 2024Q4: 129,643 shares; 2025Q1: 122,353 shares; 2025Q2: 119,303 shares; 2025Q3: 115,372 shares 115,372 $12.9M 0.04% -3,931 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: 83,820 shares; 2024Q4: 82,974 shares; 2025Q1: 80,427 shares; 2025Q2: 75,437 shares; 2025Q3: 74,953 shares 74,953 $12.6M 0.04% -484 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: 56,071 shares; 2024Q4: 53,973 shares; 2025Q1: 52,799 shares; 2025Q2: 53,034 shares; 2025Q3: 51,974 shares 51,974 $12.5M 0.04% -1,060 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: 10,619 shares; 2024Q4: 10,479 shares; 2025Q1: 10,567 shares; 2025Q2: 10,057 shares; 2025Q3: 11,537 shares 11,537 $12.4M 0.04% +1,480 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: 220,045 shares; 2024Q4: 213,097 shares; 2025Q1: 209,671 shares; 2025Q2: 202,818 shares; 2025Q3: 200,156 shares 200,156 $12.3M 0.04% -2,662 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: 86,111 shares; 2024Q4: 94,046 shares; 2025Q1: 107,490 shares; 2025Q2: 109,016 shares; 2025Q3: 111,250 shares 111,250 $12.1M 0.04% +2,234 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: 95,439 shares; 2024Q4: 96,832 shares; 2025Q1: 95,775 shares; 2025Q2: 92,960 shares; 2025Q3: 91,656 shares 91,656 $12M 0.04% -1,304 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,058 shares; 2024Q4: 162,339 shares; 2025Q1: 169,749 shares; 2025Q2: 168,970 shares; 2025Q3: 156,143 shares 156,143 $11.8M 0.04% -12,827 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: 32,349 shares; 2024Q4: 24,190 shares; 2025Q1: 20,743 shares; 2025Q2: 18,942 shares; 2025Q3: 18,721 shares 18,721 $11.4M 0.04% -221 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: 16,510 shares; 2024Q4: 27,023 shares; 2025Q1: 67,815 shares; 2025Q2: 144,433 shares; 2025Q3: 163,007 shares 163,007 $11.2M 0.04% +18,574 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: 95,142 shares; 2024Q4: 108,128 shares; 2025Q1: 96,035 shares; 2025Q2: 96,642 shares; 2025Q3: 105,054 shares 105,054 $11.2M 0.04% +8,412 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: 8,697 shares; 2024Q4: 9,759 shares; 2025Q1: 13,447 shares; 2025Q2: 13,432 shares; 2025Q3: 11,274 shares 11,274 $10.9M 0.03% -2,158 Timeline XLB 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: 136,562 shares; 2024Q4: 133,533 shares; 2025Q1: 128,217 shares; 2025Q2: 121,381 shares; 2025Q3: 117,804 shares 117,804 $10.6M 0.03% -3,577 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,269 shares; 2024Q4: 152,923 shares; 2025Q1: 143,822 shares; 2025Q2: 148,900 shares; 2025Q3: 155,587 shares 155,587 $10.5M 0.03% +6,687 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,008 shares; 2024Q4: 148,491 shares; 2025Q1: 143,117 shares; 2025Q2: 135,656 shares; 2025Q3: 134,305 shares 134,305 $10.5M 0.03% -1,351 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,276 shares; 2024Q4: 107,487 shares; 2025Q1: 108,360 shares; 2025Q2: 108,279 shares; 2025Q3: 108,374 shares 108,374 $10.3M 0.03% +95 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: 39,075 shares; 2024Q4: 157,602 shares; 2025Q1: 193,219 shares; 2025Q2: 181,594 shares; 2025Q3: 153,075 shares 153,075 $10.3M 0.03% -28,519 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,309 shares; 2024Q4: 142,691 shares; 2025Q1: 129,992 shares; 2025Q2: 126,773 shares; 2025Q3: 124,569 shares 124,569 $10.3M 0.03% -2,204 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,287 shares; 2024Q4: 109,826 shares; 2025Q1: 119,578 shares; 2025Q2: 118,288 shares; 2025Q3: 131,630 shares 131,630 $9.79M 0.03% +13,342 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,948 shares; 2024Q4: 54,860 shares; 2025Q1: 77,271 shares; 2025Q2: 91,692 shares; 2025Q3: 107,797 shares 107,797 $9.63M 0.03% +16,105 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: 43,397 shares; 2024Q4: 43,644 shares; 2025Q1: 43,216 shares; 2025Q2: 43,942 shares; 2025Q3: 43,694 shares 43,694 $9.59M 0.03% -248 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,462 shares; 2024Q4: 60,767 shares; 2025Q1: 47,064 shares; 2025Q2: 45,253 shares; 2025Q3: 46,807 shares 46,807 $9.44M 0.03% +1,554 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,739 shares; 2024Q4: 289,921 shares; 2025Q1: 270,215 shares; 2025Q2: 260,291 shares; 2025Q3: 262,011 shares 262,011 $9.3M 0.03% +1,720 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,186 shares; 2024Q4: 84,335 shares; 2025Q1: 82,722 shares; 2025Q2: 82,321 shares; 2025Q3: 81,177 shares 81,177 $9.3M 0.03% -1,144 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: 87,990 shares; 2024Q4: 80,373 shares; 2025Q1: 58,915 shares; 2025Q2: 56,906 shares; 2025Q3: 54,802 shares 54,802 $9.29M 0.03% -2,104 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,681 shares; 2024Q4: 73,160 shares; 2025Q1: 70,470 shares; 2025Q2: 69,354 shares; 2025Q3: 69,830 shares 69,830 $9.06M 0.03% +476 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: 24,915 shares; 2024Q4: 24,612 shares; 2025Q1: 24,818 shares; 2025Q2: 25,447 shares; 2025Q3: 24,985 shares 24,985 $8.91M 0.03% -462 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: 27,040 shares; 2024Q4: 26,103 shares; 2025Q1: 25,809 shares; 2025Q2: 24,224 shares; 2025Q3: 22,223 shares 22,223 $8.7M 0.03% -2,001 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: 24,652 shares; 2024Q4: 37,020 shares; 2025Q1: 36,901 shares; 2025Q2: 46,742 shares; 2025Q3: 45,867 shares 45,867 $8.7M 0.03% -875 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: 43,345 shares; 2024Q4: 40,702 shares; 2025Q1: 30,555 shares; 2025Q2: 28,530 shares; 2025Q3: 28,326 shares 28,326 $8.65M 0.03% -204 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: 68,331 shares; 2024Q4: 67,742 shares; 2025Q1: 64,521 shares; 2025Q2: 61,125 shares; 2025Q3: 59,958 shares 59,958 $8.48M 0.03% -1,167 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 17,148 shares; 2025Q1: 25,591 shares; 2025Q2: 31,338 shares; 2025Q3: 32,596 shares 32,596 $8.42M 0.03% +1,258 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: 68,084 shares; 2024Q4: 65,984 shares; 2025Q1: 62,968 shares; 2025Q2: 36,363 shares; 2025Q3: 35,287 shares 35,287 $8.32M 0.03% -1,076 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,717 shares; 2024Q4: 28,648 shares; 2025Q1: 28,715 shares; 2025Q2: 28,505 shares; 2025Q3: 28,308 shares 28,308 $8.13M 0.03% -197 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,814 shares; 2024Q4: 152,326 shares; 2025Q1: 167,861 shares; 2025Q2: 153,332 shares; 2025Q3: 152,042 shares 152,042 $8.06M 0.03% -1,290 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: 121,303 shares; 2024Q4: 121,101 shares; 2025Q1: 122,499 shares; 2025Q2: 122,482 shares; 2025Q3: 119,650 shares 119,650 $8.01M 0.03% -2,832 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,645 shares; 2024Q4: 72,321 shares; 2025Q1: 71,877 shares; 2025Q2: 71,297 shares; 2025Q3: 68,997 shares 68,997 $8M 0.03% -2,300 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,691 shares; 2024Q4: 27,094 shares; 2025Q1: 27,671 shares; 2025Q2: 25,678 shares; 2025Q3: 25,407 shares 25,407 $7.87M 0.03% -271 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,216 shares; 2024Q4: 59,726 shares; 2025Q1: 56,538 shares; 2025Q2: 52,515 shares; 2025Q3: 49,720 shares 49,720 $7.83M 0.03% -2,795 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: 60,089 shares; 2024Q4: 51,868 shares; 2025Q1: 30,713 shares; 2025Q2: 45,223 shares; 2025Q3: 40,548 shares 40,548 $7.58M 0.02% -4,675 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,179 shares; 2024Q4: 25,440 shares; 2025Q1: 26,314 shares; 2025Q2: 26,508 shares; 2025Q3: 26,298 shares 26,298 $7.58M 0.02% -210 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: 8,392 shares; 2024Q4: 11,019 shares; 2025Q1: 11,059 shares; 2025Q2: 10,774 shares; 2025Q3: 9,675 shares 9,675 $7.58M 0.02% -1,099 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: 95,447 shares; 2024Q4: 111,448 shares; 2025Q1: 107,382 shares; 2025Q2: 96,628 shares; 2025Q3: 91,251 shares 91,251 $7.49M 0.02% -5,377 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,697 shares; 2025Q1: 1,709 shares; 2025Q2: 1,679 shares; 2025Q3: 1,700 shares 1,700 $7.29M 0.02% +21 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,908 shares; 2024Q4: 219,564 shares; 2025Q1: 212,467 shares; 2025Q2: 136,940 shares; 2025Q3: 126,081 shares 126,081 $7.25M 0.02% -10,859 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,335 shares; 2024Q4: 34,214 shares; 2025Q1: 35,449 shares; 2025Q2: 40,262 shares; 2025Q3: 30,580 shares 30,580 $7.22M 0.02% -9,682 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,873 shares; 2024Q4: 39,048 shares; 2025Q1: 42,924 shares; 2025Q2: 44,451 shares; 2025Q3: 41,711 shares 41,711 $7.21M 0.02% -2,740 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: 95,093 shares; 2024Q4: 93,113 shares; 2025Q1: 73,979 shares; 2025Q2: 71,276 shares; 2025Q3: 62,654 shares 62,654 $7M 0.02% -8,622 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,828 shares; 2024Q4: 25,766 shares; 2025Q1: 38,828 shares; 2025Q2: 47,446 shares; 2025Q3: 63,475 shares 63,475 $6.98M 0.02% +16,029 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: 64,331 shares; 2024Q4: 62,251 shares; 2025Q1: 151,317 shares; 2025Q2: 145,926 shares; 2025Q3: 137,554 shares 137,554 $6.94M 0.02% -8,372 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 1,024 shares; 2025Q2: 99,424 shares; 2025Q3: 218,538 shares 218,538 $6.81M 0.02% +119,114 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 8,643 shares; 2025Q1: 7,691 shares; 2025Q2: 10,134 shares; 2025Q3: 12,063 shares 12,063 $6.78M 0.02% +1,929 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 962 shares; 2025Q1: 90,480 shares; 2025Q2: 83,297 shares; 2025Q3: 107,198 shares 107,198 $6.72M 0.02% +23,901 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: 6,200 shares; 2024Q4: 8,450 shares; 2025Q1: 77,794 shares; 2025Q2: 91,144 shares; 2025Q3: 102,322 shares 102,322 $6.65M 0.02% +11,178 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,665 shares; 2024Q4: 49,661 shares; 2025Q1: 49,867 shares; 2025Q2: 47,818 shares; 2025Q3: 47,893 shares 47,893 $6.64M 0.02% +75 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 15,356 shares; 2025Q1: 15,534 shares; 2025Q2: 19,699 shares; 2025Q3: 20,357 shares 20,357 $6.59M 0.02% +658 Timeline XBI 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: 114,356 shares; 2024Q4: 114,315 shares; 2025Q1: 92,196 shares; 2025Q2: 69,944 shares; 2025Q3: 65,718 shares 65,718 $6.58M 0.02% -4,226 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,391 shares; 2024Q4: 9,310 shares; 2025Q1: 9,059 shares; 2025Q2: 8,962 shares; 2025Q3: 8,523 shares 8,523 $6.58M 0.02% -439 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: 111,135 shares; 2024Q4: 106,047 shares; 2025Q1: 88,172 shares; 2025Q2: 86,961 shares; 2025Q3: 83,647 shares 83,647 $6.57M 0.02% -3,314 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: 37,372 shares; 2024Q4: 33,205 shares; 2025Q1: 32,296 shares; 2025Q2: 28,273 shares; 2025Q3: 28,269 shares 28,269 $6.49M 0.02% -4 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: 6,981 shares; 2024Q4: 14,532 shares; 2025Q1: 13,861 shares; 2025Q2: 13,902 shares; 2025Q3: 13,957 shares 13,957 $6.38M 0.02% +55 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: 71,655 shares; 2024Q4: 68,168 shares; 2025Q1: 64,094 shares; 2025Q2: 59,309 shares; 2025Q3: 57,649 shares 57,649 $6.38M 0.02% -1,660 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: 98,735 shares; 2024Q4: 91,834 shares; 2025Q1: 87,745 shares; 2025Q2: 85,187 shares; 2025Q3: 77,533 shares 77,533 $6.2M 0.02% -7,654 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: 146,570 shares; 2024Q4: 136,707 shares; 2025Q1: 138,356 shares; 2025Q2: 137,436 shares; 2025Q3: 134,063 shares 134,063 $6.03M 0.02% -3,373 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,013 shares; 2024Q4: 47,549 shares; 2025Q1: 49,378 shares; 2025Q2: 46,974 shares; 2025Q3: 40,670 shares 40,670 $6M 0.02% -6,304 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,680 shares; 2024Q4: 97,445 shares; 2025Q1: 95,925 shares; 2025Q2: 91,058 shares; 2025Q3: 82,742 shares 82,742 $5.92M 0.02% -8,316 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,934 shares; 2024Q4: 89,708 shares; 2025Q1: 103,263 shares; 2025Q2: 102,017 shares; 2025Q3: 98,134 shares 98,134 $5.86M 0.02% -3,883 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,552 shares; 2024Q4: 44,120 shares; 2025Q1: 30,321 shares; 2025Q2: 31,072 shares; 2025Q3: 31,050 shares 31,050 $5.81M 0.02% -22 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,246 shares; 2024Q4: 110,156 shares; 2025Q1: 102,589 shares; 2025Q2: 100,782 shares; 2025Q3: 94,240 shares 94,240 $5.78M 0.02% -6,542 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: 12,431 shares; 2024Q4: 12,142 shares; 2025Q1: 12,487 shares; 2025Q2: 12,326 shares; 2025Q3: 11,424 shares 11,424 $5.7M 0.02% -902 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: 39,395 shares; 2024Q4: 38,233 shares; 2025Q1: 38,161 shares; 2025Q2: 35,532 shares; 2025Q3: 33,775 shares 33,775 $5.63M 0.02% -1,757 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: 8,359 shares; 2024Q4: 6,810 shares; 2025Q1: 29,736 shares; 2025Q2: 38,718 shares; 2025Q3: 37,708 shares 37,708 $5.6M 0.02% -1,010 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 19,224 shares; 2025Q1: 18,469 shares; 2025Q2: 18,229 shares; 2025Q3: 17,734 shares 17,734 $5.54M 0.02% -495 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,558 shares; 2024Q4: 85,328 shares; 2025Q1: 86,333 shares; 2025Q2: 88,694 shares; 2025Q3: 90,390 shares 90,390 $5.53M 0.02% +1,696 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,540 shares; 2024Q4: 148,540 shares; 2025Q1: 165,540 shares; 2025Q2: 169,712 shares; 2025Q3: 185,012 shares 185,012 $5.48M 0.02% +15,300 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,034 shares; 2024Q4: 30,907 shares; 2025Q1: 29,481 shares; 2025Q2: 30,804 shares; 2025Q3: 28,215 shares 28,215 $5.46M 0.02% -2,589 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: 26,359 shares; 2024Q4: 26,328 shares; 2025Q1: 24,622 shares; 2025Q2: 22,232 shares; 2025Q3: 20,937 shares 20,937 $5.44M 0.02% -1,295 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 35,792 shares; 2025Q1: 32,799 shares; 2025Q2: 32,757 shares; 2025Q3: 31,480 shares 31,480 $5.43M 0.02% -1,277 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,635 shares; 2024Q4: 23,027 shares; 2025Q1: 23,185 shares; 2025Q2: 22,859 shares; 2025Q3: 22,698 shares 22,698 $5.41M 0.02% -161 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,124 shares; 2024Q4: 40,023 shares; 2025Q1: 39,376 shares; 2025Q2: 39,264 shares; 2025Q3: 42,446 shares 42,446 $5.38M 0.02% +3,182 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 7,005 shares; 2025Q1: 7,357 shares; 2025Q2: 8,088 shares; 2025Q3: 8,454 shares 8,454 $5.33M 0.02% +366 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: 75,075 shares; 2024Q4: 72,557 shares; 2025Q1: 78,321 shares; 2025Q2: 78,785 shares; 2025Q3: 80,131 shares 80,131 $5.29M 0.02% +1,346 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,379 shares; 2024Q4: 205,998 shares; 2025Q1: 189,826 shares; 2025Q2: 189,835 shares; 2025Q3: 192,071 shares 192,071 $5.18M 0.02% +2,236 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: 19,849 shares; 2024Q4: 17,748 shares; 2025Q1: 17,416 shares; 2025Q2: 17,666 shares; 2025Q3: 18,212 shares 18,212 $5.09M 0.02% +546 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 360 shares; 2025Q1: 15,233 shares; 2025Q2: 20,056 shares; 2025Q3: 18,412 shares 18,412 $5.01M 0.02% -1,644 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: 1,776 shares; 2024Q4: 1,937 shares; 2025Q1: 2,038 shares; 2025Q2: 2,021 shares; 2025Q3: 2,119 shares 2,119 $4.95M 0.02% +98 Timeline CATH 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: 58,929 shares; 2024Q4: 60,648 shares; 2025Q1: 60,648 shares; 2025Q2: 61,009 shares; 2025Q3: 61,009 shares 61,009 $4.95M 0.02% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,647 shares; 2024Q4: 41,272 shares; 2025Q1: 50,429 shares; 2025Q2: 51,105 shares; 2025Q3: 49,315 shares 49,315 $4.93M 0.02% -1,790 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: 7,525 shares; 2024Q4: 7,392 shares; 2025Q1: 7,386 shares; 2025Q2: 7,326 shares; 2025Q3: 8,258 shares 8,258 $4.92M 0.02% +932 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,027 shares; 2024Q4: 46,114 shares; 2025Q1: 41,285 shares; 2025Q2: 39,251 shares; 2025Q3: 38,000 shares 38,000 $4.78M 0.02% -1,251 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 3,004 shares; 2025Q1: 6,075 shares; 2025Q2: 5,982 shares; 2025Q3: 7,374 shares 7,374 $4.71M 0.02% +1,392 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,817 shares; 2024Q4: 22,047 shares; 2025Q1: 20,002 shares; 2025Q2: 19,565 shares; 2025Q3: 18,561 shares 18,561 $4.69M 0.01% -1,004 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,204 shares; 2024Q4: 68,529 shares; 2025Q1: 71,616 shares; 2025Q2: 71,786 shares; 2025Q3: 69,199 shares 69,199 $4.66M 0.01% -2,587 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 16,653 shares; 2025Q1: 18,377 shares; 2025Q2: 20,664 shares; 2025Q3: 20,365 shares 20,365 $4.64M 0.01% -299 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,269 shares; 2024Q4: 23,407 shares; 2025Q1: 22,980 shares; 2025Q2: 23,285 shares; 2025Q3: 23,599 shares 23,599 $4.53M 0.01% +314 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: 12,935 shares; 2024Q4: 12,443 shares; 2025Q1: 12,867 shares; 2025Q2: 13,428 shares; 2025Q3: 13,774 shares 13,774 $4.53M 0.01% +346 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,949 shares; 2024Q4: 53,997 shares; 2025Q1: 48,738 shares; 2025Q2: 45,912 shares; 2025Q3: 42,470 shares 42,470 $4.53M 0.01% -3,442 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,750 shares; 2024Q4: 48,828 shares; 2025Q1: 48,958 shares; 2025Q2: 52,801 shares; 2025Q3: 51,897 shares 51,897 $4.53M 0.01% -904 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,658 shares; 2024Q4: 13,179 shares; 2025Q1: 16,013 shares; 2025Q2: 24,116 shares; 2025Q3: 23,623 shares 23,623 $4.49M 0.01% -493 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: 33,342 shares; 2024Q4: 33,310 shares; 2025Q1: 38,784 shares; 2025Q2: 77,800 shares; 2025Q3: 89,069 shares 89,069 $4.37M 0.01% +11,269 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,704 shares; 2024Q4: 31,744 shares; 2025Q1: 31,190 shares; 2025Q2: 31,304 shares; 2025Q3: 30,855 shares 30,855 $4.29M 0.01% -449 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,616 shares; 2024Q4: 34,539 shares; 2025Q1: 35,854 shares; 2025Q2: 35,215 shares; 2025Q3: 33,731 shares 33,731 $4.28M 0.01% -1,484 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: 9,700 shares; 2024Q4: 9,551 shares; 2025Q1: 9,952 shares; 2025Q2: 10,125 shares; 2025Q3: 10,114 shares 10,114 $4.27M 0.01% -11 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,692 shares; 2025Q1: 9,223 shares; 2025Q2: 9,710 shares; 2025Q3: 9,789 shares 9,789 $4.21M 0.01% +79 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: 18,945 shares; 2024Q4: 16,180 shares; 2025Q1: 16,419 shares; 2025Q2: 16,076 shares; 2025Q3: 15,734 shares 15,734 $4.2M 0.01% -342 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: 47,301 shares; 2024Q4: 44,342 shares; 2025Q1: 23,925 shares; 2025Q2: 24,839 shares; 2025Q3: 32,559 shares 32,559 $4.18M 0.01% +7,720 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: 160 shares; 2024Q4: 231 shares; 2025Q1: 302 shares; 2025Q2: 1,072 shares; 2025Q3: 5,866 shares 5,866 $4.09M 0.01% +4,794 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,364 shares; 2024Q4: 28,821 shares; 2025Q1: 27,510 shares; 2025Q2: 26,770 shares; 2025Q3: 25,674 shares 25,674 $4.09M 0.01% -1,096 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,374 shares; 2024Q4: 77,246 shares; 2025Q1: 66,940 shares; 2025Q2: 71,987 shares; 2025Q3: 71,487 shares 71,487 $4.06M 0.01% -500 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 25,790 shares; 2025Q1: 25,163 shares; 2025Q2: 22,862 shares; 2025Q3: 21,078 shares 21,078 $4.01M 0.01% -1,784 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: 9,225 shares; 2025Q1: 9,164 shares; 2025Q2: 9,350 shares; 2025Q3: 9,405 shares 9,405 $4.01M 0.01% +55 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: 21,932 shares; 2024Q4: 22,151 shares; 2025Q1: 20,719 shares; 2025Q2: 20,011 shares; 2025Q3: 20,415 shares 20,415 $3.97M 0.01% +404 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,419 shares; 2024Q4: 57,705 shares; 2025Q1: 54,344 shares; 2025Q2: 51,335 shares; 2025Q3: 50,555 shares 50,555 $3.94M 0.01% -780 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,081 shares; 2024Q4: 52,678 shares; 2025Q1: 49,104 shares; 2025Q2: 51,684 shares; 2025Q3: 52,427 shares 52,427 $3.9M 0.01% +743 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,826 shares; 2024Q4: 19,420 shares; 2025Q1: 19,732 shares; 2025Q2: 45,116 shares; 2025Q3: 44,048 shares 44,048 $3.9M 0.01% -1,068 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,796 shares; 2024Q4: 26,278 shares; 2025Q1: 28,579 shares; 2025Q2: 31,345 shares; 2025Q3: 31,083 shares 31,083 $3.86M 0.01% -262 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: 82,444 shares; 2024Q4: 93,421 shares; 2025Q1: 91,832 shares; 2025Q2: 94,666 shares; 2025Q3: 90,876 shares 90,876 $3.85M 0.01% -3,790 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,042 shares; 2024Q4: 59,415 shares; 2025Q1: 59,439 shares; 2025Q2: 58,274 shares; 2025Q3: 112,129 shares 112,129 $3.83M 0.01% +53,855 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,960 shares; 2024Q4: 26,438 shares; 2025Q1: 23,529 shares; 2025Q2: 22,897 shares; 2025Q3: 21,674 shares 21,674 $3.79M 0.01% -1,223 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,292 shares; 2024Q4: 24,026 shares; 2025Q1: 22,142 shares; 2025Q2: 21,560 shares; 2025Q3: 20,047 shares 20,047 $3.76M 0.01% -1,513 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 16,198 shares; 2025Q1: 16,607 shares; 2025Q2: 18,936 shares; 2025Q3: 11,574 shares 11,574 $3.74M 0.01% -7,362 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: 38,181 shares; 2024Q4: 36,923 shares; 2025Q1: 36,100 shares; 2025Q2: 34,039 shares; 2025Q3: 28,392 shares 28,392 $3.69M 0.01% -5,647 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 13,000 shares; 2025Q1: 11,886 shares; 2025Q2: 11,508 shares; 2025Q3: 10,604 shares 10,604 $3.67M 0.01% -904 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,454 shares; 2024Q4: 32,507 shares; 2025Q1: 19,371 shares; 2025Q2: 18,904 shares; 2025Q3: 17,881 shares 17,881 $3.67M 0.01% -1,023 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 3,962 shares; 2025Q1: 3,850 shares; 2025Q2: 3,956 shares; 2025Q3: 3,840 shares 3,840 $3.67M 0.01% -116 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,452 shares; 2024Q4: 49,238 shares; 2025Q1: 49,276 shares; 2025Q2: 48,886 shares; 2025Q3: 49,027 shares 49,027 $3.65M 0.01% +141 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,454 shares; 2024Q4: 22,357 shares; 2025Q1: 49,695 shares; 2025Q2: 49,543 shares; 2025Q3: 49,604 shares 49,604 $3.59M 0.01% +61 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: 51,962 shares; 2024Q4: 42,654 shares; 2025Q1: 41,044 shares; 2025Q2: 41,249 shares; 2025Q3: 39,546 shares 39,546 $3.56M 0.01% -1,703 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,552 shares; 2024Q4: 43,597 shares; 2025Q1: 40,629 shares; 2025Q2: 36,930 shares; 2025Q3: 34,254 shares 34,254 $3.55M 0.01% -2,676 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,340 shares; 2024Q4: 157,702 shares; 2025Q1: 165,303 shares; 2025Q2: 157,030 shares; 2025Q3: 123,380 shares 123,380 $3.55M 0.01% -33,650 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,643 shares; 2024Q4: 45,818 shares; 2025Q1: 43,809 shares; 2025Q2: 41,342 shares; 2025Q3: 36,081 shares 36,081 $3.55M 0.01% -5,261 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,667 shares; 2024Q4: 33,809 shares; 2025Q1: 38,414 shares; 2025Q2: 42,634 shares; 2025Q3: 41,578 shares 41,578 $3.51M 0.01% -1,056 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: 51,573 shares; 2024Q4: 51,198 shares; 2025Q1: 55,005 shares; 2025Q2: 53,543 shares; 2025Q3: 57,492 shares 57,492 $3.51M 0.01% +3,949 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,672 shares; 2024Q4: 88,226 shares; 2025Q1: 158,035 shares; 2025Q2: 128,592 shares; 2025Q3: 141,343 shares 141,343 $3.47M 0.01% +12,751 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 21,139 shares; 2025Q1: 23,190 shares; 2025Q2: 22,766 shares; 2025Q3: 25,632 shares 25,632 $3.42M 0.01% +2,866 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 18,831 shares; 2025Q1: 18,769 shares; 2025Q2: 44,381 shares; 2025Q3: 44,780 shares 44,780 $3.4M 0.01% +399 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: 42,210 shares; 2024Q4: 42,038 shares; 2025Q1: 42,748 shares; 2025Q2: 43,164 shares; 2025Q3: 42,097 shares 42,097 $3.4M 0.01% -1,067 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: 57,013 shares; 2024Q4: 53,461 shares; 2025Q1: 49,152 shares; 2025Q2: 47,319 shares; 2025Q3: 42,649 shares 42,649 $3.34M 0.01% -4,670 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,908 shares; 2024Q4: 33,385 shares; 2025Q1: 27,828 shares; 2025Q2: 32,135 shares; 2025Q3: 33,712 shares 33,712 $3.25M 0.01% +1,577 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,048 shares; 2024Q4: 16,101 shares; 2025Q1: 16,279 shares; 2025Q2: 18,801 shares; 2025Q3: 18,450 shares 18,450 $3.23M 0.01% -351 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,698 shares; 2024Q4: 74,194 shares; 2025Q1: 60,758 shares; 2025Q2: 68,165 shares; 2025Q3: 64,799 shares 64,799 $3.2M 0.01% -3,366 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 12,081 shares; 2025Q1: 11,982 shares; 2025Q2: 12,211 shares; 2025Q3: 12,266 shares 12,266 $3.18M 0.01% +55 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 13,330 shares; 2025Q1: 25,049 shares; 2025Q2: 23,772 shares; 2025Q3: 23,824 shares 23,824 $3.16M 0.01% +52 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: 103,192 shares; 2024Q4: 103,305 shares; 2025Q1: 109,267 shares; 2025Q2: 114,769 shares; 2025Q3: 111,282 shares 111,282 $3.15M 0.01% -3,487 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: 3,885 shares; 2024Q4: 3,881 shares; 2025Q1: 3,578 shares; 2025Q2: 3,584 shares; 2025Q3: 3,279 shares 3,279 $3.12M 0.01% -305 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: 7,151 shares; 2024Q4: 6,974 shares; 2025Q1: 7,108 shares; 2025Q2: 9,527 shares; 2025Q3: 9,248 shares 9,248 $3.12M 0.01% -279 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: 131,726 shares; 2024Q4: 132,261 shares; 2025Q1: 127,601 shares; 2025Q2: 126,398 shares; 2025Q3: 125,665 shares 125,665 $3.11M 0.01% -733 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: 220,773 shares; 2024Q4: 225,715 shares; 2025Q1: 236,875 shares; 2025Q2: 238,928 shares; 2025Q3: 191,300 shares 191,300 $3.1M 0.01% -47,628 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,172 shares; 2024Q4: 24,847 shares; 2025Q1: 24,007 shares; 2025Q2: 21,873 shares; 2025Q3: 19,300 shares 19,300 $3.09M 0.01% -2,573 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: 48,857 shares; 2024Q4: 46,597 shares; 2025Q1: 43,380 shares; 2025Q2: 45,661 shares; 2025Q3: 43,699 shares 43,699 $3.08M 0.01% -1,962 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 15,806 shares; 2025Q1: 13,840 shares; 2025Q2: 14,275 shares; 2025Q3: 14,281 shares 14,281 $3.07M 0.01% +6 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,153 shares; 2024Q4: 32,790 shares; 2025Q1: 26,428 shares; 2025Q2: 24,279 shares; 2025Q3: 23,848 shares 23,848 $3.06M 0.01% -431 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,180 shares; 2025Q1: 8,414 shares; 2025Q2: 9,222 shares; 2025Q3: 9,611 shares 9,611 $3.05M 0.01% +389 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,413 shares; 2024Q4: 43,192 shares; 2025Q1: 43,309 shares; 2025Q2: 43,951 shares; 2025Q3: 43,239 shares 43,239 $3.03M 0.01% -712 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: 125,171 shares; 2024Q4: 119,961 shares; 2025Q1: 116,831 shares; 2025Q2: 65,651 shares; 2025Q3: 65,770 shares 65,770 $3.01M 0.01% +119 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: 10,734 shares; 2024Q4: 10,952 shares; 2025Q1: 12,463 shares; 2025Q2: 12,341 shares; 2025Q3: 11,355 shares 11,355 $2.98M 0.01% -986 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: 11,562 shares; 2024Q4: 7,194 shares; 2025Q1: 8,228 shares; 2025Q2: 9,768 shares; 2025Q3: 11,392 shares 11,392 $2.96M 0.01% +1,624 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,204 shares; 2024Q4: 11,061 shares; 2025Q1: 12,777 shares; 2025Q2: 14,871 shares; 2025Q3: 14,936 shares 14,936 $2.93M 0.01% +65 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 481 shares; 2025Q1: 536 shares; 2025Q2: 600 shares; 2025Q3: 58,363 shares 58,363 $2.92M 0.01% +57,763 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 5,831 shares; 2025Q1: 5,149 shares; 2025Q2: 5,147 shares; 2025Q3: 4,966 shares 4,966 $2.91M 0.01% -181 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: 60,995 shares; 2024Q4: 53,215 shares; 2025Q1: 42,485 shares; 2025Q2: 35,319 shares; 2025Q3: 32,434 shares 32,434 $2.91M 0.01% -2,885 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: 52,311 shares; 2024Q4: 47,090 shares; 2025Q1: 47,897 shares; 2025Q2: 50,489 shares; 2025Q3: 47,845 shares 47,845 $2.91M 0.01% -2,644 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,310 shares; 2025Q1: 4,324 shares; 2025Q2: 5,227 shares; 2025Q3: 5,298 shares 5,298 $2.9M 0.01% +71 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: 32,570 shares; 2024Q4: 25,239 shares; 2025Q1: 25,567 shares; 2025Q2: 21,823 shares; 2025Q3: 21,290 shares 21,290 $2.9M 0.01% -533 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,496 shares; 2024Q4: 45,958 shares; 2025Q1: 54,363 shares; 2025Q2: 78,112 shares; 2025Q3: 86,130 shares 86,130 $2.81M 0.01% +8,018 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,245 shares; 2024Q4: 35,384 shares; 2025Q1: 35,755 shares; 2025Q2: 33,836 shares; 2025Q3: 33,330 shares 33,330 $2.78M 0.01% -506 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,914 shares; 2024Q4: 114,914 shares; 2025Q1: 114,914 shares; 2025Q2: 114,914 shares; 2025Q3: 114,914 shares 114,914 $2.75M 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,392 shares; 2024Q4: 7,794 shares; 2025Q1: 9,757 shares; 2025Q2: 9,997 shares; 2025Q3: 9,496 shares 9,496 $2.73M 0.01% -501 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: 6,569 shares; 2024Q4: 5,964 shares; 2025Q1: 6,304 shares; 2025Q2: 6,182 shares; 2025Q3: 5,542 shares 5,542 $2.72M 0.01% -640 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,228 shares; 2024Q4: 21,699 shares; 2025Q1: 20,605 shares; 2025Q2: 36,550 shares; 2025Q3: 35,337 shares 35,337 $2.72M 0.01% -1,213 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,187 shares; 2024Q4: 30,638 shares; 2025Q1: 41,419 shares; 2025Q2: 40,697 shares; 2025Q3: 40,308 shares 40,308 $2.72M 0.01% -389 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,924 shares; 2024Q4: 24,197 shares; 2025Q1: 22,783 shares; 2025Q2: 19,386 shares; 2025Q3: 22,656 shares 22,656 $2.71M 0.01% +3,270 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,342 shares; 2025Q1: 10,336 shares; 2025Q2: 9,970 shares; 2025Q3: 9,890 shares 9,890 $2.71M 0.01% -80 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: 14,181 shares; 2024Q4: 14,218 shares; 2025Q1: 14,085 shares; 2025Q2: 13,890 shares; 2025Q3: 15,858 shares 15,858 $2.7M 0.01% +1,968 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,590 shares; 2024Q4: 72,590 shares; 2025Q1: 72,247 shares; 2025Q2: 71,752 shares; 2025Q3: 71,752 shares 71,752 $2.7M 0.01% 0 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: 17,665 shares; 2024Q4: 19,644 shares; 2025Q1: 19,804 shares; 2025Q2: 19,334 shares; 2025Q3: 17,691 shares 17,691 $2.7M 0.01% -1,643 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,862 shares; 2024Q4: 33,585 shares; 2025Q1: 36,304 shares; 2025Q2: 37,819 shares; 2025Q3: 36,782 shares 36,782 $2.69M 0.01% -1,037 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 8,560 shares; 2025Q1: 8,798 shares; 2025Q2: 8,677 shares; 2025Q3: 8,510 shares 8,510 $2.63M 0.01% -167 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: 156,510 shares; 2024Q4: 113,352 shares; 2025Q1: 117,629 shares; 2025Q2: 115,636 shares; 2025Q3: 84,137 shares 84,137 $2.62M 0.01% -31,499 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: 12,595 shares; 2024Q4: 576 shares; 2025Q1: 608 shares; 2025Q2: 5,451 shares; 2025Q3: 7,744 shares 7,744 $2.61M 0.01% +2,293 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,442 shares; 2024Q4: 40,975 shares; 2025Q1: 37,324 shares; 2025Q2: 43,744 shares; 2025Q3: 41,478 shares 41,478 $2.6M 0.01% -2,266 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,754 shares; 2025Q1: 13,847 shares; 2025Q2: 25,661 shares; 2025Q3: 24,429 shares 24,429 $2.6M 0.01% -1,232 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 16,204 shares; 2025Q1: 15,638 shares; 2025Q2: 15,607 shares; 2025Q3: 15,027 shares 15,027 $2.6M 0.01% -580 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,038 shares; 2025Q1: 5,491 shares; 2025Q2: 6,011 shares; 2025Q3: 6,216 shares 6,216 $2.58M 0.01% +205 Timeline WESTERN DIGITAL CORP WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $2.57M 0.01% new VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,587 shares; 2024Q4: 13,516 shares; 2025Q1: 12,946 shares; 2025Q2: 13,193 shares; 2025Q3: 13,506 shares 13,506 $2.56M 0.01% +313 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. 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: 55,445 shares; 2025Q2: 60,171 shares; 2025Q3: 57,129 shares 57,129 $2.55M 0.01% -3,042 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: 76,114 shares; 2024Q4: 59,420 shares; 2025Q1: 57,682 shares; 2025Q2: 60,307 shares; 2025Q3: 71,404 shares 71,404 $2.55M 0.01% +11,097 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 13,269 shares; 2025Q1: 14,998 shares; 2025Q2: 21,101 shares; 2025Q3: 21,186 shares 21,186 $2.54M 0.01% +85 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,445 shares; 2025Q1: 15,264 shares; 2025Q2: 40,259 shares; 2025Q3: 38,307 shares 38,307 $2.53M 0.01% -1,952 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,821 shares; 2024Q4: 32,306 shares; 2025Q1: 33,227 shares; 2025Q2: 32,631 shares; 2025Q3: 33,128 shares 33,128 $2.49M 0.01% +497 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,410 shares; 2024Q4: 15,985 shares; 2025Q1: 16,921 shares; 2025Q2: 36,908 shares; 2025Q3: 36,948 shares 36,948 $2.48M 0.01% +40 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,938 shares; 2024Q4: 26,134 shares; 2025Q1: 26,474 shares; 2025Q2: 26,019 shares; 2025Q3: 25,103 shares 25,103 $2.48M 0.01% -916 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,053 shares; 2024Q4: 37,653 shares; 2025Q1: 34,905 shares; 2025Q2: 34,348 shares; 2025Q3: 32,619 shares 32,619 $2.47M 0.01% -1,729 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 25,925 shares; 2025Q1: 49,800 shares; 2025Q2: 46,000 shares; 2025Q3: 48,436 shares 48,436 $2.46M 0.01% +2,436 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 1,071 shares; 2025Q3: 126,256 shares 126,256 $2.45M 0.01% +125,185 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 11,616 shares; 2025Q1: 11,543 shares; 2025Q2: 12,637 shares; 2025Q3: 13,024 shares 13,024 $2.44M 0.01% +387 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,541 shares; 2025Q1: 8,970 shares; 2025Q2: 8,892 shares; 2025Q3: 8,118 shares 8,118 $2.42M 0.01% -774 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,849 shares; 2024Q4: 35,449 shares; 2025Q1: 25,548 shares; 2025Q2: 23,930 shares; 2025Q3: 22,864 shares 22,864 $2.4M 0.01% -1,066 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,316 shares; 2024Q4: 11,088 shares; 2025Q1: 10,150 shares; 2025Q2: 9,131 shares; 2025Q3: 9,540 shares 9,540 $2.4M 0.01% +409 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,739 shares; 2024Q4: 16,895 shares; 2025Q1: 14,439 shares; 2025Q2: 13,955 shares; 2025Q3: 12,695 shares 12,695 $2.39M 0.01% -1,260 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 16,512 shares; 2025Q1: 17,493 shares; 2025Q2: 16,674 shares; 2025Q3: 14,758 shares 14,758 $2.39M 0.01% -1,916 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,116 shares; 2025Q1: 3,240 shares; 2025Q2: 4,476 shares; 2025Q3: 9,315 shares 9,315 $2.39M 0.01% +4,839 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: 280 shares; 2024Q4: 75 shares; 2025Q1: 348 shares; 2025Q2: 15,698 shares; 2025Q3: 16,678 shares 16,678 $2.39M 0.01% +980 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 23,310 shares; 2025Q1: 21,210 shares; 2025Q2: 20,692 shares; 2025Q3: 19,634 shares 19,634 $2.38M 0.01% -1,058 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,529 shares; 2025Q1: 2,923 shares; 2025Q2: 3,183 shares; 2025Q3: 3,284 shares 3,284 $2.36M 0.01% +101 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,547 shares; 2025Q1: 9,068 shares; 2025Q2: 9,016 shares; 2025Q3: 9,952 shares 9,952 $2.34M 0.01% +936 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,951 shares; 2024Q4: 31,975 shares; 2025Q1: 27,658 shares; 2025Q2: 27,080 shares; 2025Q3: 26,025 shares 26,025 $2.33M 0.01% -1,055 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: 30,884 shares; 2024Q4: 29,559 shares; 2025Q1: 24,802 shares; 2025Q2: 27,771 shares; 2025Q3: 28,760 shares 28,760 $2.33M 0.01% +989 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: 64,419 shares; 2024Q4: 58,464 shares; 2025Q1: 59,575 shares; 2025Q2: 56,530 shares; 2025Q3: 51,258 shares 51,258 $2.31M 0.01% -5,272 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,414 shares; 2024Q4: 48,243 shares; 2025Q1: 46,071 shares; 2025Q2: 43,261 shares; 2025Q3: 41,182 shares 41,182 $2.29M 0.01% -2,079 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 26,149 shares; 2025Q1: 27,779 shares; 2025Q2: 27,609 shares; 2025Q3: 25,105 shares 25,105 $2.28M 0.01% -2,504 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 5,410 shares; 2025Q1: 11,113 shares; 2025Q2: 15,243 shares; 2025Q3: 17,107 shares 17,107 $2.28M 0.01% +1,864 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,710 shares; 2024Q4: 20,810 shares; 2025Q1: 20,591 shares; 2025Q2: 21,090 shares; 2025Q3: 22,162 shares 22,162 $2.26M 0.01% +1,072 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,653 shares; 2024Q4: 112,942 shares; 2025Q1: 94,484 shares; 2025Q2: 91,275 shares; 2025Q3: 85,829 shares 85,829 $2.26M 0.01% -5,446 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,369 shares; 2024Q4: 235,902 shares; 2025Q1: 126,947 shares; 2025Q2: 125,331 shares; 2025Q3: 116,714 shares 116,714 $2.25M 0.01% -8,617 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 5,126 shares; 2025Q1: 5,264 shares; 2025Q2: 15,812 shares; 2025Q3: 14,744 shares 14,744 $2.24M 0.01% -1,068 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: 30,577 shares; 2024Q4: 28,400 shares; 2025Q1: 24,946 shares; 2025Q2: 22,222 shares; 2025Q3: 21,830 shares 21,830 $2.24M 0.01% -392 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: 26,993 shares; 2024Q4: 30,809 shares; 2025Q1: 30,136 shares; 2025Q2: 16,312 shares; 2025Q3: 15,711 shares 15,711 $2.23M 0.01% -601 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,927 shares; 2024Q4: 36,378 shares; 2025Q1: 37,346 shares; 2025Q2: 37,005 shares; 2025Q3: 34,905 shares 34,905 $2.22M 0.01% -2,100 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: 14,064 shares; 2024Q4: 13,485 shares; 2025Q1: 13,241 shares; 2025Q2: 13,225 shares; 2025Q3: 15,673 shares 15,673 $2.21M 0.01% +2,448 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,649 shares; 2024Q4: 35,748 shares; 2025Q1: 35,785 shares; 2025Q2: 35,242 shares; 2025Q3: 33,253 shares 33,253 $2.2M 0.01% -1,989 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,821 shares; 2024Q4: 80,208 shares; 2025Q1: 79,772 shares; 2025Q2: 80,146 shares; 2025Q3: 80,012 shares 80,012 $2.16M 0.01% -134 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,477 shares; 2024Q4: 13,583 shares; 2025Q1: 11,356 shares; 2025Q2: 10,967 shares; 2025Q3: 10,394 shares 10,394 $2.16M 0.01% -573 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 9,425 shares; 2025Q1: 8,271 shares; 2025Q2: 8,065 shares; 2025Q3: 7,688 shares 7,688 $2.16M 0.01% -377 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: 13,607 shares; 2024Q4: 13,458 shares; 2025Q1: 14,190 shares; 2025Q2: 14,458 shares; 2025Q3: 13,700 shares 13,700 $2.15M 0.01% -758 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 17,503 shares; 2025Q1: 18,834 shares; 2025Q2: 18,025 shares; 2025Q3: 18,981 shares 18,981 $2.15M 0.01% +956 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: 130,508 shares; 2024Q4: 128,308 shares; 2025Q1: 128,427 shares; 2025Q2: 129,708 shares; 2025Q3: 124,708 shares 124,708 $2.14M 0.01% -5,000 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 19,463 shares; 2025Q1: 19,669 shares; 2025Q2: 19,544 shares; 2025Q3: 18,766 shares 18,766 $2.13M 0.01% -778 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,301 shares; 2024Q4: 27,408 shares; 2025Q1: 28,248 shares; 2025Q2: 30,935 shares; 2025Q3: 29,856 shares 29,856 $2.12M 0.01% -1,079 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,906 shares; 2024Q4: 106,833 shares; 2025Q1: 137,822 shares; 2025Q2: 69,642 shares; 2025Q3: 25,198 shares 25,198 $2.1M 0.01% -44,444 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: 5,753 shares; 2024Q4: 5,664 shares; 2025Q1: 5,708 shares; 2025Q2: 4,901 shares; 2025Q3: 4,443 shares 4,443 $2.06M 0.01% -458 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: 14,827 shares; 2024Q4: 14,718 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 14,819 shares 14,819 $2.05M 0.01% +300 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,559 shares; 2024Q4: 303,549 shares; 2025Q1: 307,192 shares; 2025Q2: 303,411 shares; 2025Q3: 227,648 shares 227,648 $2.04M 0.01% -75,763 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: 22,620 shares; 2024Q4: 46,584 shares; 2025Q1: 34,336 shares; 2025Q2: 47,424 shares; 2025Q3: 86,521 shares 86,521 $2.01M 0.01% +39,097 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: 9,758 shares; 2024Q4: 9,460 shares; 2025Q1: 9,851 shares; 2025Q2: 10,029 shares; 2025Q3: 10,161 shares 10,161 $2.01M 0.01% +132 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,899 shares; 2024Q4: 31,534 shares; 2025Q1: 53,200 shares; 2025Q2: 34,076 shares; 2025Q3: 40,716 shares 40,716 $2M 0.01% +6,640 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: 23,628 shares; 2024Q4: 22,270 shares; 2025Q1: 22,999 shares; 2025Q2: 18,080 shares; 2025Q3: 16,375 shares 16,375 $1.99M 0.01% -1,705 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,695 shares; 2024Q4: 123,643 shares; 2025Q1: 140,849 shares; 2025Q2: 159,519 shares; 2025Q3: 165,813 shares 165,813 $1.98M 0.01% +6,294 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: 25,883 shares; 2024Q4: 20,230 shares; 2025Q1: 18,873 shares; 2025Q2: 16,477 shares; 2025Q3: 15,736 shares 15,736 $1.97M 0.01% -741 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: 5,046 shares; 2024Q4: 5,001 shares; 2025Q1: 5,424 shares; 2025Q2: 4,525 shares; 2025Q3: 5,640 shares 5,640 $1.97M 0.01% +1,115 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,615 shares; 2024Q4: 22,052 shares; 2025Q1: 22,005 shares; 2025Q2: 23,870 shares; 2025Q3: 25,307 shares 25,307 $1.97M 0.01% +1,437 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,233 shares; 2024Q4: 39,479 shares; 2025Q1: 36,984 shares; 2025Q2: 40,885 shares; 2025Q3: 39,787 shares 39,787 $1.97M 0.01% -1,098 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,268 shares; 2024Q4: 34,972 shares; 2025Q1: 32,644 shares; 2025Q2: 33,381 shares; 2025Q3: 31,197 shares 31,197 $1.97M 0.01% -2,184 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: 2,203 shares; 2024Q4: 11,255 shares; 2025Q1: 13,622 shares; 2025Q2: 14,962 shares; 2025Q3: 13,784 shares 13,784 $1.96M 0.01% -1,178 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: 10,651 shares; 2024Q4: 8,668 shares; 2025Q1: 9,343 shares; 2025Q2: 10,934 shares; 2025Q3: 11,645 shares 11,645 $1.95M 0.01% +711 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: 3,805 shares; 2024Q4: 3,757 shares; 2025Q1: 3,838 shares; 2025Q2: 4,825 shares; 2025Q3: 4,904 shares 4,904 $1.94M 0.01% +79 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: 16,181 shares; 2024Q4: 14,945 shares; 2025Q1: 15,628 shares; 2025Q2: 17,076 shares; 2025Q3: 13,995 shares 13,995 $1.94M 0.01% -3,081 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,529 shares; 2024Q4: 10,777 shares; 2025Q1: 8,747 shares; 2025Q2: 12,871 shares; 2025Q3: 12,392 shares 12,392 $1.94M 0.01% -479 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,424 shares; 2024Q4: 16,352 shares; 2025Q1: 16,574 shares; 2025Q2: 16,373 shares; 2025Q3: 16,420 shares 16,420 $1.94M 0.01% +47 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,578 shares; 2024Q4: 42,899 shares; 2025Q1: 46,007 shares; 2025Q2: 43,411 shares; 2025Q3: 39,242 shares 39,242 $1.91M 0.01% -4,169 Timeline IBB 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: 13,727 shares; 2024Q4: 13,394 shares; 2025Q1: 13,351 shares; 2025Q2: 13,277 shares; 2025Q3: 13,215 shares 13,215 $1.91M 0.01% -62 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: 42,997 shares; 2024Q4: 31,335 shares; 2025Q1: 27,246 shares; 2025Q2: 26,571 shares; 2025Q3: 25,640 shares 25,640 $1.88M 0.01% -931 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: 16,481 shares; 2024Q4: 16,348 shares; 2025Q1: 13,538 shares; 2025Q2: 21,338 shares; 2025Q3: 20,326 shares 20,326 $1.88M 0.01% -1,012 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: 42,861 shares; 2024Q4: 48,646 shares; 2025Q1: 48,195 shares; 2025Q2: 48,195 shares; 2025Q3: 48,078 shares 48,078 $1.85M 0.01% -117 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: 15,477 shares; 2024Q4: 17,582 shares; 2025Q1: 18,178 shares; 2025Q2: 18,571 shares; 2025Q3: 18,394 shares 18,394 $1.85M 0.01% -177 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,821 shares; 2024Q4: 56,352 shares; 2025Q1: 49,284 shares; 2025Q2: 43,411 shares; 2025Q3: 36,238 shares 36,238 $1.83M 0.01% -7,173 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 4,676 shares; 2025Q1: 9,843 shares; 2025Q2: 9,645 shares; 2025Q3: 9,583 shares 9,583 $1.83M 0.01% -62 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,573 shares; 2025Q1: 1,727 shares; 2025Q2: 2,974 shares; 2025Q3: 9,194 shares 9,194 $1.8M 0.01% +6,220 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,262 shares; 2024Q4: 41,050 shares; 2025Q1: 38,416 shares; 2025Q2: 42,374 shares; 2025Q3: 39,125 shares 39,125 $1.79M 0.01% -3,249 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,802 shares; 2024Q4: 80,241 shares; 2025Q1: 83,498 shares; 2025Q2: 89,869 shares; 2025Q3: 75,338 shares 75,338 $1.78M 0.01% -14,531 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,620 shares; 2024Q4: 88,904 shares; 2025Q1: 125,450 shares; 2025Q2: 106,212 shares; 2025Q3: 102,175 shares 102,175 $1.76M 0.01% -4,037 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,357 shares; 2024Q4: 32,577 shares; 2025Q1: 25,478 shares; 2025Q2: 26,974 shares; 2025Q3: 25,923 shares 25,923 $1.75M 0.01% -1,051 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,542 shares; 2024Q4: 20,328 shares; 2025Q1: 22,847 shares; 2025Q2: 23,492 shares; 2025Q3: 20,611 shares 20,611 $1.73M 0.01% -2,881 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,854 shares; 2024Q4: 5,582 shares; 2025Q1: 4,848 shares; 2025Q2: 4,660 shares; 2025Q3: 4,403 shares 4,403 $1.71M 0.01% -257 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,587 shares; 2024Q4: 5,868 shares; 2025Q1: 5,192 shares; 2025Q2: 2,966 shares; 2025Q3: 2,991 shares 2,991 $1.7M 0.01% +25 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 31,364 shares; 2025Q1: 31,274 shares; 2025Q2: 31,077 shares; 2025Q3: 30,401 shares 30,401 $1.69M 0.01% -676 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 32,232 shares; 2025Q1: 32,063 shares; 2025Q2: 27,827 shares; 2025Q3: 29,752 shares 29,752 $1.69M 0.01% +1,925 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,518 shares; 2024Q4: 9,691 shares; 2025Q1: 9,685 shares; 2025Q2: 9,779 shares; 2025Q3: 9,459 shares 9,459 $1.69M 0.01% -320 Timeline