XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065,702 shares; 2024Q4: 1,308,865 shares; 2025Q1: 1,396,978 shares; 2025Q2: 1,629,679 shares; 2025Q3: 6,685,624 shares 6,685,624 $1.88B 3.04% +5,055,945 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751,908 shares; 2024Q4: 5,613,811 shares; 2025Q1: 5,699,371 shares; 2025Q2: 6,275,291 shares; 2025Q3: 6,772,706 shares 6,772,706 $1.72B 2.78% +497,415 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: 38,716,303 shares; 2024Q4: 38,830,362 shares; 2025Q1: 40,316,550 shares; 2025Q2: 40,969,925 shares; 2025Q3: 42,523,921 shares 42,523,921 $1.64B 2.65% +1,553,996 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321,840 shares; 2024Q4: 1,463,619 shares; 2025Q1: 1,430,680 shares; 2025Q2: 1,548,766 shares; 2025Q3: 2,504,012 shares 2,504,012 $1.54B 2.48% +955,246 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841,926 shares; 2024Q4: 2,613,338 shares; 2025Q1: 2,682,264 shares; 2025Q2: 2,731,392 shares; 2025Q3: 2,801,975 shares 2,801,975 $1.45B 2.34% +70,583 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: 579,787 shares; 2024Q4: 874,804 shares; 2025Q1: 841,691 shares; 2025Q2: 1,118,972 shares; 2025Q3: 2,462,854 shares 2,462,854 $1.41B 2.27% +1,343,882 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: 352,403 shares; 2024Q4: 637,996 shares; 2025Q1: 649,627 shares; 2025Q2: 797,865 shares; 2025Q3: 1,663,883 shares 1,663,883 $1.11B 1.8% +866,018 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593,665 shares; 2024Q4: 3,678,313 shares; 2025Q1: 3,788,275 shares; 2025Q2: 4,406,489 shares; 2025Q3: 5,347,859 shares 5,347,859 $998M 1.61% +941,370 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: 2,354,646 shares; 2024Q4: 4,001,862 shares; 2025Q1: 4,109,074 shares; 2025Q2: 4,262,455 shares; 2025Q3: 4,506,840 shares 4,506,840 $990M 1.6% +244,385 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,106,232 shares; 2024Q4: 31,284,856 shares; 2025Q1: 30,817,473 shares; 2025Q2: 31,261,025 shares; 2025Q3: 34,454,506 shares 34,454,506 $780M 1.26% +3,193,481 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,223,851 shares; 2024Q4: 12,188,115 shares; 2025Q1: 12,985,015 shares; 2025Q2: 12,758,269 shares; 2025Q3: 13,243,500 shares 13,243,500 $771M 1.24% +485,231 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: 1,626,040 shares; 2024Q4: 2,975,850 shares; 2025Q1: 3,009,731 shares; 2025Q2: 3,189,337 shares; 2025Q3: 3,118,389 shares 3,118,389 $760M 1.23% -70,948 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509,936 shares; 2024Q4: 2,253,300 shares; 2025Q1: 2,232,074 shares; 2025Q2: 2,279,976 shares; 2025Q3: 2,367,050 shares 2,367,050 $747M 1.2% +87,074 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169,128 shares; 2024Q4: 4,512,125 shares; 2025Q1: 4,674,812 shares; 2025Q2: 4,894,023 shares; 2025Q3: 5,010,735 shares 5,010,735 $730M 1.18% +116,712 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324,624 shares; 2024Q4: 2,612,433 shares; 2025Q1: 10,998,637 shares; 2025Q2: 18,002,845 shares; 2025Q3: 18,587,943 shares 18,587,943 $702M 1.13% +585,098 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,269,247 shares; 2024Q4: 8,423,973 shares; 2025Q1: 8,381,976 shares; 2025Q2: 8,084,925 shares; 2025Q3: 9,198,125 shares 9,198,125 $668M 1.08% +1,113,200 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,388,727 shares; 2024Q4: 14,469,845 shares; 2025Q1: 14,874,351 shares; 2025Q2: 13,365,832 shares; 2025Q3: 14,681,894 shares 14,681,894 $656M 1.06% +1,316,062 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: 753,274 shares; 2024Q4: 918,403 shares; 2025Q1: 917,585 shares; 2025Q2: 934,666 shares; 2025Q3: 1,739,749 shares 1,739,749 $636M 1.03% +805,083 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,380,343 shares 3,380,343 $631M 1.02% new 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: 276,363 shares; 2024Q4: 805,185 shares; 2025Q1: 791,207 shares; 2025Q2: 756,869 shares; 2025Q3: 1,324,870 shares 1,324,870 $621M 1% +568,001 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: 1,743,408 shares; 2024Q4: 1,770,447 shares; 2025Q1: 5,687,232 shares; 2025Q2: 5,908,604 shares; 2025Q3: 6,091,385 shares 6,091,385 $606M 0.98% +182,781 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: 515,991 shares; 2024Q4: 655,673 shares; 2025Q1: 663,728 shares; 2025Q2: 659,963 shares; 2025Q3: 3,210,807 shares 3,210,807 $599M 0.97% +2,550,844 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,300 shares; 2024Q4: 2,104,718 shares; 2025Q1: 2,126,417 shares; 2025Q2: 2,239,573 shares; 2025Q3: 2,445,104 shares 2,445,104 $594M 0.96% +205,531 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: 297,284 shares; 2024Q4: 582,259 shares; 2025Q1: 570,398 shares; 2025Q2: 892,872 shares; 2025Q3: 10,987,886 shares 10,987,886 $592M 0.95% +10,095,014 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: 199,589 shares; 2024Q4: 312,286 shares; 2025Q1: 243,459 shares; 2025Q2: 361,855 shares; 2025Q3: 4,942,628 shares 4,942,628 $585M 0.94% +4,580,773 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,575 shares; 2024Q4: 1,402,684 shares; 2025Q1: 1,122,829 shares; 2025Q2: 1,446,595 shares; 2025Q3: 1,764,329 shares 1,764,329 $582M 0.94% +317,734 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010,913 shares; 2024Q4: 7,842,067 shares; 2025Q1: 8,078,018 shares; 2025Q2: 8,459,588 shares; 2025Q3: 9,471,486 shares 9,471,486 $569M 0.92% +1,011,898 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829,705 shares; 2024Q4: 6,109,849 shares; 2025Q1: 5,943,570 shares; 2025Q2: 6,417,776 shares; 2025Q3: 6,874,472 shares 6,874,472 $569M 0.92% +456,696 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,252,710 shares; 2024Q4: 11,604,094 shares; 2025Q1: 12,243,964 shares; 2025Q2: 11,680,814 shares; 2025Q3: 12,280,302 shares 12,280,302 $566M 0.91% +599,488 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: 227,470 shares; 2024Q4: 498,268 shares; 2025Q1: 497,294 shares; 2025Q2: 581,491 shares; 2025Q3: 745,357 shares 745,357 $547M 0.88% +163,866 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: 31,072 shares; 2024Q4: 29,625 shares; 2025Q1: 34,856 shares; 2025Q2: 41,097 shares; 2025Q3: 725,567 shares 725,567 $542M 0.87% +684,470 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: 501,436 shares; 2024Q4: 653,745 shares; 2025Q1: 654,148 shares; 2025Q2: 713,438 shares; 2025Q3: 972,951 shares 972,951 $489M 0.79% +259,513 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616,396 shares; 2024Q4: 4,343,382 shares; 2025Q1: 13,693,393 shares; 2025Q2: 12,915,171 shares; 2025Q3: 13,310,578 shares 13,310,578 $475M 0.77% +395,407 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: 503,527 shares; 2024Q4: 889,603 shares; 2025Q1: 983,561 shares; 2025Q2: 1,053,004 shares; 2025Q3: 1,394,243 shares 1,394,243 $460M 0.74% +341,239 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: 26,429 shares; 2024Q4: 603,600 shares; 2025Q1: 1,891,522 shares; 2025Q2: 2,102,766 shares; 2025Q3: 2,146,075 shares 2,146,075 $417M 0.67% +43,309 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436,949 shares; 2024Q4: 2,823,749 shares; 2025Q1: 6,378,392 shares; 2025Q2: 12,915,929 shares; 2025Q3: 13,449,726 shares 13,449,726 $409M 0.66% +533,797 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: 801,874 shares; 2024Q4: 881,558 shares; 2025Q1: 863,201 shares; 2025Q2: 940,798 shares; 2025Q3: 2,739,901 shares 2,739,901 $381M 0.62% +1,799,103 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: 15,816 shares; 2024Q4: 20,845 shares; 2025Q1: 20,053 shares; 2025Q2: 19,513 shares; 2025Q3: 1,511,032 shares 1,511,032 $362M 0.58% +1,491,519 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787,424 shares; 2024Q4: 1,881,980 shares; 2025Q1: 1,918,598 shares; 2025Q2: 1,986,570 shares; 2025Q3: 2,060,903 shares 2,060,903 $353M 0.57% +74,333 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,114,024 shares; 2024Q4: 10,968,283 shares; 2025Q1: 10,688,333 shares; 2025Q2: 10,306,430 shares; 2025Q3: 10,975,329 shares 10,975,329 $344M 0.56% +668,899 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: 295,130 shares; 2024Q4: 605,131 shares; 2025Q1: 607,702 shares; 2025Q2: 601,709 shares; 2025Q3: 602,510 shares 602,510 $343M 0.55% +801 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872,131 shares; 2024Q4: 3,253,040 shares; 2025Q1: 3,578,494 shares; 2025Q2: 3,552,546 shares; 2025Q3: 3,766,106 shares 3,766,106 $335M 0.54% +213,560 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: 2,684,967 shares; 2024Q4: 4,118,984 shares; 2025Q1: 3,933,357 shares; 2025Q2: 4,629,495 shares; 2025Q3: 5,480,027 shares 5,480,027 $329M 0.53% +850,532 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: 43,282 shares; 2024Q4: 88,599 shares; 2025Q1: 88,339 shares; 2025Q2: 226,795 shares; 2025Q3: 2,074,413 shares 2,074,413 $320M 0.52% +1,847,618 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133,757 shares; 2024Q4: 1,726,552 shares; 2025Q1: 1,782,391 shares; 2025Q2: 1,835,871 shares; 2025Q3: 1,903,949 shares 1,903,949 $293M 0.47% +68,078 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: 123,785 shares; 2024Q4: 160,058 shares; 2025Q1: 161,379 shares; 2025Q2: 177,463 shares; 2025Q3: 1,125,295 shares 1,125,295 $286M 0.46% +947,832 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: 533,235 shares; 2024Q4: 536,379 shares; 2025Q1: 539,934 shares; 2025Q2: 554,038 shares; 2025Q3: 570,440 shares 570,440 $274M 0.44% +16,402 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510,210 shares; 2024Q4: 2,798,325 shares; 2025Q1: 3,012,238 shares; 2025Q2: 3,079,266 shares; 2025Q3: 3,407,248 shares 3,407,248 $273M 0.44% +327,982 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341,505 shares; 2024Q4: 2,076,913 shares; 2025Q1: 2,079,944 shares; 2025Q2: 2,136,604 shares; 2025Q3: 2,420,775 shares 2,420,775 $273M 0.44% +284,171 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: 21,435 shares; 2024Q4: 48,658 shares; 2025Q1: 46,836 shares; 2025Q2: 47,189 shares; 2025Q3: 574,858 shares 574,858 $267M 0.43% +527,669 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: 118,579 shares; 2024Q4: 257,517 shares; 2025Q1: 259,602 shares; 2025Q2: 263,609 shares; 2025Q3: 279,463 shares 279,463 $258M 0.42% +15,854 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: 2,467,906 shares; 2024Q4: 2,680,308 shares; 2025Q1: 2,439,755 shares; 2025Q2: 2,391,296 shares; 2025Q3: 2,488,741 shares 2,488,741 $256M 0.41% +97,445 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: 18,905 shares; 2024Q4: 20,025 shares; 2025Q1: 763,435 shares; 2025Q2: 769,238 shares; 2025Q3: 766,474 shares 766,474 $255M 0.41% -2,764 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: 720,908 shares; 2024Q4: 1,210,979 shares; 2025Q1: 1,034,547 shares; 2025Q2: 1,146,235 shares; 2025Q3: 1,297,134 shares 1,297,134 $246M 0.4% +150,899 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: 894,459 shares; 2024Q4: 1,162,753 shares; 2025Q1: 1,193,378 shares; 2025Q2: 1,257,282 shares; 2025Q3: 1,294,964 shares 1,294,964 $240M 0.39% +37,682 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 5,348 shares; 2025Q1: 4,806 shares; 2025Q2: 30,501 shares; 2025Q3: 927,145 shares 927,145 $238M 0.38% +896,644 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678,596 shares; 2024Q4: 5,691,547 shares; 2025Q1: 6,359,192 shares; 2025Q2: 6,450,225 shares; 2025Q3: 7,357,736 shares 7,357,736 $236M 0.38% +907,511 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733,406 shares; 2024Q4: 2,712,060 shares; 2025Q1: 2,678,647 shares; 2025Q2: 3,068,777 shares; 2025Q3: 3,402,755 shares 3,402,755 $233M 0.38% +333,978 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690,819 shares; 2024Q4: 3,339,831 shares; 2025Q1: 3,630,430 shares; 2025Q2: 3,683,265 shares; 2025Q3: 4,685,892 shares 4,685,892 $226M 0.36% +1,002,627 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: 1,136,834 shares; 2024Q4: 1,334,413 shares; 2025Q1: 1,371,121 shares; 2025Q2: 1,399,264 shares; 2025Q3: 1,444,281 shares 1,444,281 $224M 0.36% +45,017 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: 350,407 shares; 2024Q4: 415,569 shares; 2025Q1: 423,287 shares; 2025Q2: 450,512 shares; 2025Q3: 531,122 shares 531,122 $215M 0.35% +80,610 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,630 shares; 2024Q4: 2,350,826 shares; 2025Q1: 2,370,981 shares; 2025Q2: 2,411,847 shares; 2025Q3: 2,462,898 shares 2,462,898 $214M 0.35% +51,051 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,777 shares; 2024Q4: 349,290 shares; 2025Q1: 344,252 shares; 2025Q2: 1,928,514 shares; 2025Q3: 1,927,584 shares 1,927,584 $210M 0.34% -930 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: 214,932 shares; 2024Q4: 239,855 shares; 2025Q1: 263,455 shares; 2025Q2: 338,755 shares; 2025Q3: 430,122 shares 430,122 $191M 0.31% +91,367 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: 96,554 shares; 2024Q4: 176,850 shares; 2025Q1: 173,638 shares; 2025Q2: 197,553 shares; 2025Q3: 355,467 shares 355,467 $188M 0.3% +157,914 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: 2,309,227 shares; 2024Q4: 2,359,936 shares; 2025Q1: 1,828,773 shares; 2025Q2: 2,102,037 shares; 2025Q3: 2,136,182 shares 2,136,182 $187M 0.3% +34,145 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: 686,635 shares; 2024Q4: 742,210 shares; 2025Q1: 862,526 shares; 2025Q2: 881,813 shares; 2025Q3: 879,800 shares 879,800 $184M 0.3% -2,013 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487,589 shares; 2024Q4: 2,932,718 shares; 2025Q1: 3,103,260 shares; 2025Q2: 3,233,550 shares; 2025Q3: 3,584,886 shares 3,584,886 $182M 0.29% +351,336 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: 137,784 shares; 2025Q1: 139,904 shares; 2025Q2: 153,673 shares; 2025Q3: 155,491 shares 155,491 $181M 0.29% +1,818 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: 361,680 shares; 2024Q4: 402,224 shares; 2025Q1: 401,537 shares; 2025Q2: 452,615 shares; 2025Q3: 519,799 shares 519,799 $177M 0.29% +67,184 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: 2,514,608 shares; 2024Q4: 2,930,178 shares; 2025Q1: 2,989,444 shares; 2025Q2: 3,170,708 shares; 2025Q3: 3,263,568 shares 3,263,568 $177M 0.29% +92,860 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: 989,951 shares; 2024Q4: 1,126,149 shares; 2025Q1: 1,122,798 shares; 2025Q2: 1,123,906 shares; 2025Q3: 1,165,159 shares 1,165,159 $164M 0.26% +41,253 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: 408,034 shares; 2024Q4: 404,971 shares; 2025Q1: 405,225 shares; 2025Q2: 511,017 shares; 2025Q3: 518,938 shares 518,938 $160M 0.26% +7,921 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: 250,106 shares; 2024Q4: 388,247 shares; 2025Q1: 293,937 shares; 2025Q2: 361,443 shares; 2025Q3: 436,460 shares 436,460 $157M 0.25% +75,017 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: 854,032 shares; 2024Q4: 543,877 shares; 2025Q1: 594,936 shares; 2025Q2: 657,243 shares; 2025Q3: 707,481 shares 707,481 $153M 0.25% +50,238 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: 1,601,893 shares; 2024Q4: 1,713,431 shares; 2025Q1: 1,740,174 shares; 2025Q2: 1,776,660 shares; 2025Q3: 1,920,521 shares 1,920,521 $152M 0.24% +143,861 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: 240,827 shares; 2024Q4: 270,258 shares; 2025Q1: 291,012 shares; 2025Q2: 309,834 shares; 2025Q3: 317,899 shares 317,899 $151M 0.24% +8,065 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: 726,193 shares; 2024Q4: 839,409 shares; 2025Q1: 889,635 shares; 2025Q2: 883,561 shares; 2025Q3: 906,741 shares 906,741 $151M 0.24% +23,180 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: 430,409 shares; 2024Q4: 529,590 shares; 2025Q1: 538,219 shares; 2025Q2: 629,511 shares; 2025Q3: 649,808 shares 649,808 $150M 0.24% +20,297 Timeline AVLV 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: 72,179 shares; 2024Q4: 80,868 shares; 2025Q1: 2,041,684 shares; 2025Q2: 2,038,599 shares; 2025Q3: 2,076,173 shares 2,076,173 $150M 0.24% +37,574 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: 392,929 shares; 2024Q4: 432,930 shares; 2025Q1: 441,983 shares; 2025Q2: 448,035 shares; 2025Q3: 477,201 shares 477,201 $145M 0.23% +29,166 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: 1,677,732 shares; 2024Q4: 1,736,892 shares; 2025Q1: 1,699,182 shares; 2025Q2: 2,071,189 shares; 2025Q3: 2,167,162 shares 2,167,162 $143M 0.23% +95,973 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758,825 shares; 2024Q4: 2,582,541 shares; 2025Q1: 2,509,689 shares; 2025Q2: 2,611,012 shares; 2025Q3: 2,729,311 shares 2,729,311 $141M 0.23% +118,299 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: 52,267 shares; 2024Q4: 127,681 shares; 2025Q1: 128,973 shares; 2025Q2: 138,830 shares; 2025Q3: 146,728 shares 146,728 $135M 0.22% +7,898 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: 538,184 shares; 2024Q4: 1,575,619 shares; 2025Q1: 1,710,588 shares; 2025Q2: 1,892,344 shares; 2025Q3: 2,003,711 shares 2,003,711 $131M 0.21% +111,367 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: 330,913 shares; 2024Q4: 376,653 shares; 2025Q1: 515,464 shares; 2025Q2: 1,705,255 shares; 2025Q3: 1,740,003 shares 1,740,003 $131M 0.21% +34,748 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: 373,497 shares; 2024Q4: 371,027 shares; 2025Q1: 364,681 shares; 2025Q2: 365,099 shares; 2025Q3: 342,759 shares 342,759 $130M 0.21% -22,340 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: 474,683 shares; 2024Q4: 919,993 shares; 2025Q1: 927,442 shares; 2025Q2: 1,066,510 shares; 2025Q3: 1,060,962 shares 1,060,962 $128M 0.21% -5,548 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: 3,372,917 shares; 2024Q4: 3,550,860 shares; 2025Q1: 3,509,630 shares; 2025Q2: 3,624,145 shares; 2025Q3: 4,500,373 shares 4,500,373 $127M 0.21% +876,228 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: 404,997 shares; 2024Q4: 1,040,110 shares; 2025Q1: 881,864 shares; 2025Q2: 935,578 shares; 2025Q3: 1,068,456 shares 1,068,456 $127M 0.2% +132,878 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: 215,692 shares; 2024Q4: 219,374 shares; 2025Q1: 219,621 shares; 2025Q2: 255,800 shares; 2025Q3: 258,747 shares 258,747 $126M 0.2% +2,947 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: 469,394 shares; 2024Q4: 602,495 shares; 2025Q1: 620,148 shares; 2025Q2: 570,194 shares; 2025Q3: 594,600 shares 594,600 $125M 0.2% +24,406 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: 71,965 shares; 2024Q4: 118,897 shares; 2025Q1: 123,635 shares; 2025Q2: 151,228 shares; 2025Q3: 163,922 shares 163,922 $124M 0.2% +12,694 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,020 shares; 2024Q4: 1,928,913 shares; 2025Q1: 2,001,930 shares; 2025Q2: 2,090,487 shares; 2025Q3: 2,569,749 shares 2,569,749 $123M 0.2% +479,262 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: 998,244 shares; 2024Q4: 1,299,832 shares; 2025Q1: 1,272,255 shares; 2025Q2: 1,283,955 shares; 2025Q3: 1,287,056 shares 1,287,056 $122M 0.2% +3,101 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: 765,840 shares; 2024Q4: 53,190 shares; 2025Q1: 60,950 shares; 2025Q2: 57,821 shares; 2025Q3: 101,386 shares 101,386 $122M 0.2% +43,565 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118,196 shares 2,118,196 $119M 0.19% new 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: 290,025 shares; 2024Q4: 318,936 shares; 2025Q1: 337,819 shares; 2025Q2: 667,416 shares; 2025Q3: 682,195 shares 682,195 $119M 0.19% +14,779 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: 633,212 shares; 2024Q4: 706,196 shares; 2025Q1: 740,630 shares; 2025Q2: 780,714 shares; 2025Q3: 960,649 shares 960,649 $119M 0.19% +179,935 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: 513,218 shares; 2024Q4: 512,670 shares; 2025Q1: 667,709 shares; 2025Q2: 700,565 shares; 2025Q3: 552,460 shares 552,460 $115M 0.19% -148,105 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788,000 shares; 2024Q4: 1,999,597 shares; 2025Q1: 2,283,031 shares; 2025Q2: 3,158,759 shares; 2025Q3: 3,582,797 shares 3,582,797 $114M 0.18% +424,038 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: 159,264 shares; 2024Q4: 476,630 shares; 2025Q1: 476,848 shares; 2025Q2: 496,100 shares; 2025Q3: 561,038 shares 561,038 $114M 0.18% +64,938 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: 1,718,809 shares; 2024Q4: 1,863,194 shares; 2025Q1: 1,682,274 shares; 2025Q2: 1,653,158 shares; 2025Q3: 1,665,916 shares 1,665,916 $114M 0.18% +12,758 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,243 shares; 2024Q4: 1,128,069 shares; 2025Q1: 1,184,732 shares; 2025Q2: 1,242,835 shares; 2025Q3: 1,331,135 shares 1,331,135 $112M 0.18% +88,300 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: 727,971 shares; 2024Q4: 808,599 shares; 2025Q1: 805,134 shares; 2025Q2: 949,763 shares; 2025Q3: 1,105,559 shares 1,105,559 $111M 0.18% +155,796 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: 369,827 shares; 2024Q4: 726,195 shares; 2025Q1: 796,946 shares; 2025Q2: 900,993 shares; 2025Q3: 1,039,712 shares 1,039,712 $111M 0.18% +138,719 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: 31,378 shares; 2024Q4: 172,501 shares; 2025Q1: 187,989 shares; 2025Q2: 203,011 shares; 2025Q3: 1,253,772 shares 1,253,772 $109M 0.18% +1,050,761 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: 222,517 shares; 2024Q4: 458,321 shares; 2025Q1: 484,110 shares; 2025Q2: 499,676 shares; 2025Q3: 536,325 shares 536,325 $109M 0.18% +36,649 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: 156,035 shares; 2024Q4: 446,555 shares; 2025Q1: 430,420 shares; 2025Q2: 366,111 shares; 2025Q3: 595,641 shares 595,641 $109M 0.18% +229,530 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,231 shares; 2024Q4: 827,938 shares; 2025Q1: 1,091,838 shares; 2025Q2: 1,096,969 shares; 2025Q3: 1,074,779 shares 1,074,779 $108M 0.17% -22,190 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: 265,920 shares; 2024Q4: 416,996 shares; 2025Q1: 413,144 shares; 2025Q2: 518,381 shares; 2025Q3: 522,826 shares 522,826 $108M 0.17% +4,445 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: 287,005 shares; 2024Q4: 326,259 shares; 2025Q1: 321,833 shares; 2025Q2: 334,413 shares; 2025Q3: 385,479 shares 385,479 $108M 0.17% +51,066 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: 122,902 shares; 2024Q4: 138,884 shares; 2025Q1: 177,318 shares; 2025Q2: 1,355,747 shares; 2025Q3: 1,359,037 shares 1,359,037 $107M 0.17% +3,290 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,005 shares; 2024Q4: 1,119,087 shares; 2025Q1: 1,116,698 shares; 2025Q2: 1,138,345 shares; 2025Q3: 1,124,918 shares 1,124,918 $107M 0.17% -13,427 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,014 shares; 2024Q4: 1,660,236 shares; 2025Q1: 2,014,003 shares; 2025Q2: 2,336,891 shares; 2025Q3: 2,328,209 shares 2,328,209 $107M 0.17% -8,682 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: 502,446 shares; 2024Q4: 645,611 shares; 2025Q1: 645,707 shares; 2025Q2: 738,966 shares; 2025Q3: 729,294 shares 729,294 $105M 0.17% -9,672 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,315 shares; 2024Q4: 156,553 shares; 2025Q1: 817,584 shares; 2025Q2: 1,615,686 shares; 2025Q3: 2,075,233 shares 2,075,233 $105M 0.17% +459,547 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: 540,462 shares; 2024Q4: 1,279,761 shares; 2025Q1: 1,287,588 shares; 2025Q2: 1,289,609 shares; 2025Q3: 1,266,272 shares 1,266,272 $105M 0.17% -23,337 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: 1,010,443 shares; 2024Q4: 1,130,310 shares; 2025Q1: 1,191,176 shares; 2025Q2: 1,213,654 shares; 2025Q3: 1,235,786 shares 1,235,786 $104M 0.17% +22,132 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: 326,188 shares; 2024Q4: 305,927 shares; 2025Q1: 651,331 shares; 2025Q2: 918,029 shares; 2025Q3: 1,054,830 shares 1,054,830 $103M 0.17% +136,801 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 29,541 shares; 2025Q1: 1,421,254 shares; 2025Q2: 1,497,915 shares; 2025Q3: 1,569,446 shares 1,569,446 $102M 0.16% +71,531 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: 143,715 shares; 2024Q4: 146,239 shares; 2025Q1: 136,907 shares; 2025Q2: 137,265 shares; 2025Q3: 148,573 shares 148,573 $101M 0.16% +11,308 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: 54,030 shares; 2024Q4: 81,876 shares; 2025Q1: 92,784 shares; 2025Q2: 101,260 shares; 2025Q3: 117,540 shares 117,540 $101M 0.16% +16,280 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: 1,122,940 shares; 2024Q4: 1,256,647 shares; 2025Q1: 1,362,935 shares; 2025Q2: 1,295,313 shares; 2025Q3: 1,315,069 shares 1,315,069 $101M 0.16% +19,756 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: 3,047 shares; 2024Q4: 19,256 shares; 2025Q1: 19,286 shares; 2025Q2: 19,019 shares; 2025Q3: 18,820 shares 18,820 $101M 0.16% -199 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022,753 shares; 2024Q4: 1,093,322 shares; 2025Q1: 967,191 shares; 2025Q2: 1,230,603 shares; 2025Q3: 1,367,068 shares 1,367,068 $101M 0.16% +136,465 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,152 shares; 2024Q4: 599,781 shares; 2025Q1: 787,278 shares; 2025Q2: 1,053,609 shares; 2025Q3: 992,541 shares 992,541 $99.9M 0.16% -61,068 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: 263,268 shares; 2024Q4: 432,068 shares; 2025Q1: 432,652 shares; 2025Q2: 448,212 shares; 2025Q3: 403,501 shares 403,501 $99.3M 0.16% -44,711 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,620 shares; 2024Q4: 2,381,008 shares; 2025Q1: 2,559,824 shares; 2025Q2: 2,711,601 shares; 2025Q3: 2,994,262 shares 2,994,262 $98.2M 0.16% +282,661 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: 140,770 shares; 2024Q4: 601,527 shares; 2025Q1: 456,357 shares; 2025Q2: 497,181 shares; 2025Q3: 593,794 shares 593,794 $98.1M 0.16% +96,613 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639,064 shares; 2024Q4: 3,067,320 shares; 2025Q1: 3,234,387 shares; 2025Q2: 3,210,357 shares; 2025Q3: 3,578,334 shares 3,578,334 $97.7M 0.16% +367,977 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: 372,305 shares; 2024Q4: 396,696 shares; 2025Q1: 348,723 shares; 2025Q2: 376,321 shares; 2025Q3: 403,595 shares 403,595 $97.7M 0.16% +27,274 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: 656,817 shares; 2024Q4: 910,508 shares; 2025Q1: 1,022,679 shares; 2025Q2: 1,119,443 shares; 2025Q3: 1,184,817 shares 1,184,817 $97.6M 0.16% +65,374 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404,904 shares; 2024Q4: 1,861,650 shares; 2025Q1: 2,126,900 shares; 2025Q2: 2,154,239 shares; 2025Q3: 2,079,698 shares 2,079,698 $97.4M 0.16% -74,541 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,289 shares; 2024Q4: 1,613,857 shares; 2025Q1: 1,660,567 shares; 2025Q2: 1,960,045 shares; 2025Q3: 2,093,491 shares 2,093,491 $96.8M 0.16% +133,446 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: 977,199 shares; 2024Q4: 1,064,556 shares; 2025Q1: 1,034,812 shares; 2025Q2: 1,406,643 shares; 2025Q3: 1,423,909 shares 1,423,909 $96.6M 0.16% +17,266 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: 648,224 shares; 2024Q4: 671,695 shares; 2025Q1: 739,206 shares; 2025Q2: 749,983 shares; 2025Q3: 795,211 shares 795,211 $95M 0.15% +45,228 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: 141,405 shares; 2024Q4: 310,702 shares; 2025Q1: 328,232 shares; 2025Q2: 350,038 shares; 2025Q3: 552,807 shares 552,807 $89.7M 0.14% +202,769 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: 33,100 shares; 2024Q4: 39,006 shares; 2025Q1: 82,112 shares; 2025Q2: 82,683 shares; 2025Q3: 82,995 shares 82,995 $89.5M 0.14% +312 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: 92,206 shares; 2024Q4: 132,992 shares; 2025Q1: 152,957 shares; 2025Q2: 146,519 shares; 2025Q3: 294,682 shares 294,682 $88.6M 0.14% +148,163 Timeline DFAR 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: 256,171 shares; 2024Q4: 379,939 shares; 2025Q1: 441,558 shares; 2025Q2: 3,586,771 shares; 2025Q3: 3,682,897 shares 3,682,897 $87.8M 0.14% +96,126 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: 163,022 shares; 2024Q4: 216,232 shares; 2025Q1: 180,046 shares; 2025Q2: 182,223 shares; 2025Q3: 179,936 shares 179,936 $87.6M 0.14% -2,287 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573,731 shares; 2024Q4: 1,761,816 shares; 2025Q1: 1,836,798 shares; 2025Q2: 2,115,999 shares; 2025Q3: 2,342,531 shares 2,342,531 $85.2M 0.14% +226,532 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613,141 shares; 2025Q1: 983,793 shares; 2025Q2: 990,537 shares; 2025Q3: 997,953 shares 997,953 $84.2M 0.14% +7,416 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: 539,960 shares; 2024Q4: 673,123 shares; 2025Q1: 559,050 shares; 2025Q2: 647,307 shares; 2025Q3: 894,235 shares 894,235 $83.6M 0.13% +246,928 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: 572,875 shares; 2024Q4: 616,279 shares; 2025Q1: 635,895 shares; 2025Q2: 647,851 shares; 2025Q3: 712,164 shares 712,164 $81.5M 0.13% +64,313 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: 56,535 shares; 2024Q4: 436,239 shares; 2025Q1: 439,533 shares; 2025Q2: 431,338 shares; 2025Q3: 571,828 shares 571,828 $81.4M 0.13% +140,490 Timeline DFSU 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: 232,306 shares; 2024Q4: 231,629 shares; 2025Q1: 1,215,572 shares; 2025Q2: 1,824,110 shares; 2025Q3: 1,860,695 shares 1,860,695 $79M 0.13% +36,585 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: 674,995 shares; 2024Q4: 1,108,025 shares; 2025Q1: 1,114,964 shares; 2025Q2: 1,072,400 shares; 2025Q3: 1,171,501 shares 1,171,501 $77.8M 0.13% +99,101 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,806 shares; 2024Q4: 735,058 shares; 2025Q1: 783,168 shares; 2025Q2: 826,859 shares; 2025Q3: 950,607 shares 950,607 $76M 0.12% +123,748 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: 887,745 shares; 2024Q4: 959,380 shares; 2025Q1: 1,014,130 shares; 2025Q2: 1,052,923 shares; 2025Q3: 1,209,955 shares 1,209,955 $75.4M 0.12% +157,032 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: 394,101 shares; 2024Q4: 979,094 shares; 2025Q1: 984,273 shares; 2025Q2: 995,261 shares; 2025Q3: 986,372 shares 986,372 $73.4M 0.12% -8,889 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: 453,158 shares; 2024Q4: 265,036 shares; 2025Q1: 277,916 shares; 2025Q2: 236,451 shares; 2025Q3: 211,562 shares 211,562 $73.1M 0.12% -24,889 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: 152 shares; 2024Q4: 33 shares; 2025Q1: 89 shares; 2025Q2: 88 shares; 2025Q3: 95 shares 95 $71.6M 0.12% +7 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,491,555 shares; 2025Q1: 1,460,127 shares; 2025Q2: 6,128,574 shares; 2025Q3: 4,456,744 shares 4,456,744 $71.4M 0.12% -1,671,830 Timeline IBTG 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: 2,883,137 shares; 2024Q4: 2,936,714 shares; 2025Q1: 3,049,401 shares; 2025Q2: 3,160,744 shares; 2025Q3: 3,108,227 shares 3,108,227 $71.3M 0.12% -52,517 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,120 shares; 2024Q4: 542,643 shares; 2025Q1: 505,115 shares; 2025Q2: 609,318 shares; 2025Q3: 623,569 shares 623,569 $71M 0.11% +14,251 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: 442,871 shares; 2024Q4: 505,462 shares; 2025Q1: 500,867 shares; 2025Q2: 518,648 shares; 2025Q3: 531,003 shares 531,003 $71M 0.11% +12,355 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: 716,527 shares; 2024Q4: 875,632 shares; 2025Q1: 882,487 shares; 2025Q2: 875,179 shares; 2025Q3: 926,777 shares 926,777 $70M 0.11% +51,598 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,330 shares; 2024Q4: 761,473 shares; 2025Q1: 817,740 shares; 2025Q2: 1,017,483 shares; 2025Q3: 1,019,455 shares 1,019,455 $69.9M 0.11% +1,972 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: 155,862 shares; 2024Q4: 198,330 shares; 2025Q1: 182,334 shares; 2025Q2: 195,793 shares; 2025Q3: 209,480 shares 209,480 $69.5M 0.11% +13,687 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739,418 shares; 2024Q4: 1,732,127 shares; 2025Q1: 1,404,769 shares; 2025Q2: 1,689,032 shares; 2025Q3: 1,361,911 shares 1,361,911 $69.4M 0.11% -327,121 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,220 shares; 2024Q4: 2,491,487 shares; 2025Q1: 2,669,259 shares; 2025Q2: 2,469,586 shares; 2025Q3: 2,632,459 shares 2,632,459 $69.4M 0.11% +162,873 Timeline VTHR 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: 215,149 shares; 2024Q4: 227,514 shares; 2025Q1: 222,587 shares; 2025Q2: 224,686 shares; 2025Q3: 230,669 shares 230,669 $67.9M 0.11% +5,983 Timeline IBTI 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: 1,942,726 shares; 2024Q4: 2,054,210 shares; 2025Q1: 2,464,221 shares; 2025Q2: 2,671,393 shares; 2025Q3: 3,011,899 shares 3,011,899 $67.4M 0.11% +340,506 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: 208,099 shares; 2024Q4: 214,633 shares; 2025Q1: 218,678 shares; 2025Q2: 222,471 shares; 2025Q3: 226,225 shares 226,225 $67.3M 0.11% +3,754 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,302 shares; 2024Q4: 42,101 shares; 2025Q1: 43,149 shares; 2025Q2: 43,396 shares; 2025Q3: 44,684 shares 44,684 $66.7M 0.11% +1,288 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: 104,777 shares; 2024Q4: 113,729 shares; 2025Q1: 111,955 shares; 2025Q2: 112,487 shares; 2025Q3: 132,390 shares 132,390 $66.1M 0.11% +19,903 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: 246,482 shares; 2024Q4: 265,110 shares; 2025Q1: 264,052 shares; 2025Q2: 263,877 shares; 2025Q3: 261,658 shares 261,658 $65.7M 0.11% -2,219 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: 78,842 shares; 2024Q4: 81,187 shares; 2025Q1: 84,387 shares; 2025Q2: 82,076 shares; 2025Q3: 106,954 shares 106,954 $65.2M 0.11% +24,878 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: 96,884 shares; 2024Q4: 191,287 shares; 2025Q1: 221,488 shares; 2025Q2: 219,182 shares; 2025Q3: 228,021 shares 228,021 $64.3M 0.1% +8,839 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: 20,274 shares; 2024Q4: 31,343 shares; 2025Q1: 38,795 shares; 2025Q2: 40,192 shares; 2025Q3: 48,719 shares 48,719 $64.2M 0.1% +8,527 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,634 shares; 2024Q4: 429,342 shares; 2025Q1: 432,806 shares; 2025Q2: 434,031 shares; 2025Q3: 325,243 shares 325,243 $63.7M 0.1% -108,788 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003,623 shares; 2025Q1: 1,022,295 shares; 2025Q2: 1,333,624 shares; 2025Q3: 1,361,615 shares 1,361,615 $63.6M 0.1% +27,991 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: 10,460 shares; 2024Q4: 10,645 shares; 2025Q1: 10,636 shares; 2025Q2: 10,443 shares; 2025Q3: 14,935 shares 14,935 $62.9M 0.1% +4,492 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,427 shares; 2024Q4: 57,163 shares; 2025Q1: 82,275 shares; 2025Q2: 117,106 shares; 2025Q3: 125,710 shares 125,710 $62.7M 0.1% +8,604 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,626 shares; 2024Q4: 869,944 shares; 2025Q1: 413,535 shares; 2025Q2: 692,840 shares; 2025Q3: 970,605 shares 970,605 $62.4M 0.1% +277,765 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: 309,028 shares; 2024Q4: 160,423 shares; 2025Q1: 162,467 shares; 2025Q2: 199,582 shares; 2025Q3: 220,660 shares 220,660 $62.3M 0.1% +21,078 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: 536,058 shares; 2024Q4: 701,410 shares; 2025Q1: 749,768 shares; 2025Q2: 777,691 shares; 2025Q3: 824,213 shares 824,213 $61.9M 0.1% +46,522 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: 856,978 shares; 2024Q4: 966,600 shares; 2025Q1: 939,040 shares; 2025Q2: 926,257 shares; 2025Q3: 729,741 shares 729,741 $61.7M 0.1% -196,516 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: 537,132 shares; 2024Q4: 602,875 shares; 2025Q1: 614,241 shares; 2025Q2: 705,554 shares; 2025Q3: 746,300 shares 746,300 $61.2M 0.1% +40,746 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: 991,449 shares; 2024Q4: 2,075,649 shares; 2025Q1: 2,123,428 shares; 2025Q2: 2,435,792 shares; 2025Q3: 2,624,151 shares 2,624,151 $61.1M 0.1% +188,359 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552,141 shares; 2025Q1: 585,370 shares; 2025Q2: 601,943 shares; 2025Q3: 645,249 shares 645,249 $60.5M 0.1% +43,306 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: 126,215 shares; 2024Q4: 126,932 shares; 2025Q1: 124,645 shares; 2025Q2: 120,021 shares; 2025Q3: 121,256 shares 121,256 $60.5M 0.1% +1,235 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176,319 shares; 2024Q4: 1,376,518 shares; 2025Q1: 1,447,099 shares; 2025Q2: 1,552,603 shares; 2025Q3: 1,700,579 shares 1,700,579 $60.4M 0.1% +147,976 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 122,930 shares; 2025Q1: 126,265 shares; 2025Q2: 136,862 shares; 2025Q3: 138,444 shares 138,444 $60.3M 0.1% +1,582 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: 812,455 shares; 2025Q1: 442,143 shares; 2025Q2: 442,905 shares; 2025Q3: 449,637 shares 449,637 $60.2M 0.1% +6,732 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: not reported; 2024Q4: 2,919 shares; 2025Q1: 9,261 shares; 2025Q2: 252,051 shares; 2025Q3: 219,566 shares 219,566 $59.7M 0.1% -32,485 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: 43,009 shares; 2024Q4: 221,706 shares; 2025Q1: 231,301 shares; 2025Q2: 251,846 shares; 2025Q3: 251,289 shares 251,289 $59.6M 0.1% -557 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: 45,085 shares; 2024Q4: 403,718 shares; 2025Q1: 401,434 shares; 2025Q2: 420,348 shares; 2025Q3: 418,268 shares 418,268 $59.4M 0.1% -2,080 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,511 shares; 2024Q4: 23,648 shares; 2025Q1: 22,103 shares; 2025Q2: 63,092 shares; 2025Q3: 62,904 shares 62,904 $58.7M 0.09% -188 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: 2,009 shares; 2024Q4: 185,603 shares; 2025Q1: 179,038 shares; 2025Q2: 179,849 shares; 2025Q3: 225,420 shares 225,420 $58.2M 0.09% +45,571 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: 331,624 shares; 2024Q4: 402,543 shares; 2025Q1: 409,156 shares; 2025Q2: 405,659 shares; 2025Q3: 427,858 shares 427,858 $58.2M 0.09% +22,199 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,702 shares; 2024Q4: 294,602 shares; 2025Q1: 290,967 shares; 2025Q2: 289,777 shares; 2025Q3: 386,547 shares 386,547 $57.9M 0.09% +96,770 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: 33,465 shares; 2024Q4: 38,189 shares; 2025Q1: 138,878 shares; 2025Q2: 134,779 shares; 2025Q3: 345,828 shares 345,828 $57.9M 0.09% +211,049 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,698 shares; 2024Q4: 1,096,533 shares; 2025Q1: 1,087,285 shares; 2025Q2: 1,077,709 shares; 2025Q3: 1,130,839 shares 1,130,839 $57.8M 0.09% +53,130 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: 148,187 shares; 2024Q4: 177,816 shares; 2025Q1: 196,682 shares; 2025Q2: 245,826 shares; 2025Q3: 288,112 shares 288,112 $57.6M 0.09% +42,286 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: 146,827 shares; 2024Q4: 165,834 shares; 2025Q1: 175,537 shares; 2025Q2: 206,568 shares; 2025Q3: 233,348 shares 233,348 $56.8M 0.09% +26,780 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: 28,883 shares; 2024Q4: 35,734 shares; 2025Q1: 38,393 shares; 2025Q2: 40,230 shares; 2025Q3: 99,776 shares 99,776 $55.7M 0.09% +59,546 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: 325,862 shares; 2024Q4: 351,995 shares; 2025Q1: 333,354 shares; 2025Q2: 329,275 shares; 2025Q3: 330,113 shares 330,113 $55.6M 0.09% +838 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: 261,813 shares; 2024Q4: 287,439 shares; 2025Q1: 279,977 shares; 2025Q2: 280,782 shares; 2025Q3: 288,025 shares 288,025 $55.3M 0.09% +7,243 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,916 shares; 2024Q4: 338,190 shares; 2025Q1: 512,287 shares; 2025Q2: 518,520 shares; 2025Q3: 515,800 shares 515,800 $55.1M 0.09% -2,720 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: 111,796 shares; 2024Q4: 120,935 shares; 2025Q1: 122,188 shares; 2025Q2: 113,291 shares; 2025Q3: 115,025 shares 115,025 $54.6M 0.09% +1,734 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: 122,925 shares; 2024Q4: 141,112 shares; 2025Q1: 143,205 shares; 2025Q2: 143,109 shares; 2025Q3: 139,215 shares 139,215 $54.5M 0.09% -3,894 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405,623 shares; 2024Q4: 1,461,652 shares; 2025Q1: 1,524,733 shares; 2025Q2: 1,659,408 shares; 2025Q3: 1,725,309 shares 1,725,309 $54.4M 0.09% +65,901 Timeline ISCG 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: 444,669 shares; 2024Q4: 452,482 shares; 2025Q1: 1,823,354 shares; 2025Q2: 1,001,405 shares; 2025Q3: 998,236 shares 998,236 $54.2M 0.09% -3,169 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: 56,485 shares; 2024Q4: 69,284 shares; 2025Q1: 71,558 shares; 2025Q2: 62,844 shares; 2025Q3: 68,181 shares 68,181 $52.7M 0.08% +5,337 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: 42,191 shares; 2024Q4: 89,889 shares; 2025Q1: 83,158 shares; 2025Q2: 80,814 shares; 2025Q3: 88,384 shares 88,384 $52.7M 0.08% +7,570 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: 557,704 shares; 2024Q4: 597,284 shares; 2025Q1: 634,366 shares; 2025Q2: 662,764 shares; 2025Q3: 706,721 shares 706,721 $52.6M 0.08% +43,957 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,534 shares 155,534 $50.6M 0.08% new 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: 147,882 shares; 2024Q4: 379,316 shares; 2025Q1: 366,244 shares; 2025Q2: 323,278 shares; 2025Q3: 518,225 shares 518,225 $50.6M 0.08% +194,947 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: 32,384 shares; 2024Q4: 35,989 shares; 2025Q1: 36,244 shares; 2025Q2: 42,400 shares; 2025Q3: 102,847 shares 102,847 $50.3M 0.08% +60,447 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: 792,379 shares; 2024Q4: 1,322,167 shares; 2025Q1: 1,502,189 shares; 2025Q2: 1,414,341 shares; 2025Q3: 1,965,615 shares 1,965,615 $50.1M 0.08% +551,274 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: 603,384 shares; 2024Q4: 785,248 shares; 2025Q1: 795,931 shares; 2025Q2: 887,571 shares; 2025Q3: 1,132,348 shares 1,132,348 $49.8M 0.08% +244,777 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,310 shares; 2024Q4: 683,608 shares; 2025Q1: 730,813 shares; 2025Q2: 780,603 shares; 2025Q3: 848,093 shares 848,093 $48.4M 0.08% +67,490 Timeline DFSI 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: 26,252 shares; 2024Q4: 26,262 shares; 2025Q1: 620,981 shares; 2025Q2: 1,152,210 shares; 2025Q3: 1,181,381 shares 1,181,381 $48.4M 0.08% +29,171 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: 119,083 shares; 2024Q4: 128,298 shares; 2025Q1: 130,156 shares; 2025Q2: 131,799 shares; 2025Q3: 130,604 shares 130,604 $48.3M 0.08% -1,195 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: 110,263 shares; 2024Q4: 260,462 shares; 2025Q1: 197,397 shares; 2025Q2: 197,505 shares; 2025Q3: 272,376 shares 272,376 $48.2M 0.08% +74,871 Timeline XMHQ 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: 356,925 shares; 2024Q4: 432,118 shares; 2025Q1: 428,064 shares; 2025Q2: 430,956 shares; 2025Q3: 455,761 shares 455,761 $47.8M 0.08% +24,805 Timeline HELO 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: 527,050 shares; 2024Q4: 594,258 shares; 2025Q1: 671,608 shares; 2025Q2: 694,694 shares; 2025Q3: 733,632 shares 733,632 $47.7M 0.08% +38,938 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,768 shares; 2024Q4: 474,172 shares; 2025Q1: 468,586 shares; 2025Q2: 411,581 shares; 2025Q3: 428,520 shares 428,520 $47.6M 0.08% +16,939 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: 603,854 shares; 2024Q4: 121,336 shares; 2025Q1: 140,695 shares; 2025Q2: 158,115 shares; 2025Q3: 156,974 shares 156,974 $46.1M 0.07% -1,141 Timeline AVES 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: 22,273 shares; 2024Q4: 22,299 shares; 2025Q1: 832,321 shares; 2025Q2: 757,466 shares; 2025Q3: 800,470 shares 800,470 $45.9M 0.07% +43,004 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: 7,974 shares; 2024Q4: 14,757 shares; 2025Q1: 13,554 shares; 2025Q2: 9,596 shares; 2025Q3: 194,204 shares 194,204 $45.8M 0.07% +184,608 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: 73,565 shares; 2024Q4: 88,151 shares; 2025Q1: 94,606 shares; 2025Q2: 100,958 shares; 2025Q3: 213,051 shares 213,051 $45.7M 0.07% +112,093 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,456 shares; 2024Q4: 574,228 shares; 2025Q1: 495,959 shares; 2025Q2: 488,017 shares; 2025Q3: 487,636 shares 487,636 $45.5M 0.07% -381 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: 152,104 shares; 2024Q4: 193,238 shares; 2025Q1: 192,255 shares; 2025Q2: 204,418 shares; 2025Q3: 192,715 shares 192,715 $45.4M 0.07% -11,703 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: 408,083 shares; 2024Q4: 457,598 shares; 2025Q1: 455,955 shares; 2025Q2: 467,506 shares; 2025Q3: 469,591 shares 469,591 $45.3M 0.07% +2,085 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: 663,663 shares; 2024Q4: 657,230 shares; 2025Q1: 663,929 shares; 2025Q2: 669,849 shares; 2025Q3: 715,455 shares 715,455 $45.3M 0.07% +45,606 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: 776,480 shares; 2024Q4: 1,278,868 shares; 2025Q1: 1,287,754 shares; 2025Q2: 1,166,451 shares; 2025Q3: 1,564,156 shares 1,564,156 $44.2M 0.07% +397,705 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,874 shares; 2024Q4: 29,343 shares; 2025Q1: 28,918 shares; 2025Q2: 25,825 shares; 2025Q3: 190,489 shares 190,489 $43.9M 0.07% +164,664 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,777 shares; 2024Q4: 806,904 shares; 2025Q1: 636,927 shares; 2025Q2: 641,880 shares; 2025Q3: 641,683 shares 641,683 $43.7M 0.07% -197 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,656 shares; 2024Q4: 1,015,007 shares; 2025Q1: 1,083,953 shares; 2025Q2: 999,324 shares; 2025Q3: 953,388 shares 953,388 $43.4M 0.07% -45,936 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,688 shares; 2024Q4: 136,144 shares; 2025Q1: 142,666 shares; 2025Q2: 149,248 shares; 2025Q3: 389,343 shares 389,343 $43.2M 0.07% +240,095 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: 200,475 shares; 2024Q4: 202,943 shares; 2025Q1: 205,172 shares; 2025Q2: 206,948 shares; 2025Q3: 214,706 shares 214,706 $43.1M 0.07% +7,758 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: 120,491 shares; 2024Q4: 187,667 shares; 2025Q1: 179,427 shares; 2025Q2: 174,426 shares; 2025Q3: 180,721 shares 180,721 $42.7M 0.07% +6,295 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: 382,188 shares; 2024Q4: 469,545 shares; 2025Q1: 440,602 shares; 2025Q2: 481,026 shares; 2025Q3: 796,646 shares 796,646 $42.5M 0.07% +315,620 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: 52,329 shares; 2024Q4: 195,529 shares; 2025Q1: 196,495 shares; 2025Q2: 195,725 shares; 2025Q3: 192,299 shares 192,299 $42.5M 0.07% -3,426 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: 501,946 shares; 2024Q4: 408,683 shares; 2025Q1: 453,434 shares; 2025Q2: 604,553 shares; 2025Q3: 760,615 shares 760,615 $42.2M 0.07% +156,062 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,991 shares; 2024Q4: 987,459 shares; 2025Q1: 988,936 shares; 2025Q2: 941,559 shares; 2025Q3: 905,781 shares 905,781 $42.1M 0.07% -35,778 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: 49,065 shares; 2024Q4: 128,307 shares; 2025Q1: 391,928 shares; 2025Q2: 423,019 shares; 2025Q3: 437,302 shares 437,302 $41.9M 0.07% +14,283 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: 429,754 shares; 2024Q4: 1,457,770 shares; 2025Q1: 1,486,458 shares; 2025Q2: 1,511,923 shares; 2025Q3: 1,523,181 shares 1,523,181 $41.6M 0.07% +11,258 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,793 shares; 2025Q1: 671,840 shares; 2025Q2: 701,467 shares; 2025Q3: 725,119 shares 725,119 $41.2M 0.07% +23,652 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760,292 shares; 2025Q1: 891,374 shares; 2025Q2: 1,002,731 shares; 2025Q3: 1,138,136 shares 1,138,136 $41.2M 0.07% +135,405 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: 15,121 shares; 2024Q4: 18,197 shares; 2025Q1: 17,952 shares; 2025Q2: 20,143 shares; 2025Q3: 369,076 shares 369,076 $41.2M 0.07% +348,933 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: 546,492 shares; 2024Q4: 885,333 shares; 2025Q1: 845,529 shares; 2025Q2: 158,560 shares; 2025Q3: 244,242 shares 244,242 $40.9M 0.07% +85,682 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: 203,652 shares; 2024Q4: 203,056 shares; 2025Q1: 198,937 shares; 2025Q2: 249,655 shares; 2025Q3: 486,727 shares 486,727 $40.8M 0.07% +237,072 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,956 shares; 2024Q4: 282,021 shares; 2025Q1: 293,406 shares; 2025Q2: 298,446 shares; 2025Q3: 555,615 shares 555,615 $40.5M 0.07% +257,169 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: 43,081 shares; 2024Q4: 44,309 shares; 2025Q1: 44,134 shares; 2025Q2: 43,757 shares; 2025Q3: 42,347 shares 42,347 $40.4M 0.07% -1,410 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: 6,904 shares; 2024Q4: 22,451 shares; 2025Q1: 24,728 shares; 2025Q2: 25,179 shares; 2025Q3: 70,968 shares 70,968 $40.3M 0.06% +45,789 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: 97,179 shares; 2024Q4: 1,095,121 shares; 2025Q1: 1,114,078 shares; 2025Q2: 973,603 shares; 2025Q3: 690,778 shares 690,778 $39.7M 0.06% -282,825 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 14,787 shares; 2025Q1: 14,428 shares; 2025Q2: 15,235 shares; 2025Q3: 165,594 shares 165,594 $39.4M 0.06% +150,359 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,661 shares; 2024Q4: 411,948 shares; 2025Q1: 413,202 shares; 2025Q2: 402,269 shares; 2025Q3: 393,632 shares 393,632 $39.3M 0.06% -8,637 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: 667,462 shares; 2024Q4: 211,292 shares; 2025Q1: 207,256 shares; 2025Q2: 214,539 shares; 2025Q3: 229,861 shares 229,861 $39.3M 0.06% +15,322 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: 117,369 shares; 2024Q4: 207,307 shares; 2025Q1: 227,762 shares; 2025Q2: 220,425 shares; 2025Q3: 209,906 shares 209,906 $39.3M 0.06% -10,519 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: 132,499 shares; 2024Q4: 98,562 shares; 2025Q1: 125,834 shares; 2025Q2: 100,049 shares; 2025Q3: 110,111 shares 110,111 $39.2M 0.06% +10,062 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: 107,946 shares; 2024Q4: 186,384 shares; 2025Q1: 202,587 shares; 2025Q2: 223,568 shares; 2025Q3: 589,394 shares 589,394 $39M 0.06% +365,826 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: 82,396 shares; 2025Q1: 102,158 shares; 2025Q2: 180,653 shares; 2025Q3: 267,110 shares 267,110 $38.9M 0.06% +86,457 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: 71,574 shares; 2024Q4: 74,956 shares; 2025Q1: 79,306 shares; 2025Q2: 82,467 shares; 2025Q3: 86,503 shares 86,503 $38.7M 0.06% +4,036 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: 379,888 shares; 2024Q4: 381,354 shares; 2025Q1: 303,099 shares; 2025Q2: 302,813 shares; 2025Q3: 296,078 shares 296,078 $38.5M 0.06% -6,735 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: 146,940 shares; 2024Q4: 78,657 shares; 2025Q1: 81,444 shares; 2025Q2: 83,864 shares; 2025Q3: 102,679 shares 102,679 $38.4M 0.06% +18,815 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,515 shares; 2024Q4: 285,350 shares; 2025Q1: 300,552 shares; 2025Q2: 307,457 shares; 2025Q3: 318,093 shares 318,093 $38.2M 0.06% +10,636 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: 205,590 shares; 2024Q4: 760,643 shares; 2025Q1: 672,429 shares; 2025Q2: 667,525 shares; 2025Q3: 717,482 shares 717,482 $38M 0.06% +49,957 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: 74,768 shares; 2024Q4: 177,219 shares; 2025Q1: 170,350 shares; 2025Q2: 232,883 shares; 2025Q3: 236,798 shares 236,798 $37.6M 0.06% +3,915 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,414 shares; 2024Q4: 1,409,025 shares; 2025Q1: 1,427,739 shares; 2025Q2: 1,419,698 shares; 2025Q3: 1,420,519 shares 1,420,519 $37.4M 0.06% +821 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: 5,195 shares; 2024Q4: 335,721 shares; 2025Q1: 340,978 shares; 2025Q2: 331,338 shares; 2025Q3: 334,756 shares 334,756 $37.3M 0.06% +3,418 Timeline LRGF 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: 515,844 shares; 2024Q4: 513,954 shares; 2025Q1: 519,509 shares; 2025Q2: 541,548 shares; 2025Q3: 538,109 shares 538,109 $37.2M 0.06% -3,439 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,951 shares; 2024Q4: 800,213 shares; 2025Q1: 544,184 shares; 2025Q2: 539,252 shares; 2025Q3: 550,397 shares 550,397 $37.2M 0.06% +11,145 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: 660,178 shares; 2024Q4: 356,557 shares; 2025Q1: 387,899 shares; 2025Q2: 436,222 shares; 2025Q3: 476,213 shares 476,213 $37.1M 0.06% +39,991 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,634 shares; 2025Q1: not reported; 2025Q2: 724,205 shares; 2025Q3: 746,616 shares 746,616 $37.1M 0.06% +22,411 Timeline IVLU 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: 689,834 shares; 2024Q4: 770,413 shares; 2025Q1: 1,091,571 shares; 2025Q2: 1,016,508 shares; 2025Q3: 1,043,659 shares 1,043,659 $37M 0.06% +27,151 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,237 shares; 2024Q4: 289,873 shares; 2025Q1: 304,288 shares; 2025Q2: 302,087 shares; 2025Q3: 360,785 shares 360,785 $36.6M 0.06% +58,698 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: 216,055 shares; 2024Q4: 222,853 shares; 2025Q1: 404,581 shares; 2025Q2: 491,438 shares; 2025Q3: 495,311 shares 495,311 $36.5M 0.06% +3,873 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,020 shares; 2024Q4: 373,260 shares; 2025Q1: 340,308 shares; 2025Q2: 461,038 shares; 2025Q3: 495,344 shares 495,344 $36.2M 0.06% +34,306 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,589 shares; 2024Q4: 1,301,309 shares; 2025Q1: 1,313,246 shares; 2025Q2: 1,289,071 shares; 2025Q3: 1,292,091 shares 1,292,091 $36M 0.06% +3,020 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: 73,473 shares; 2024Q4: 156,803 shares; 2025Q1: 153,027 shares; 2025Q2: 154,006 shares; 2025Q3: 150,854 shares 150,854 $36M 0.06% -3,152 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,453 shares; 2024Q4: 88,069 shares; 2025Q1: 193,444 shares; 2025Q2: 276,753 shares; 2025Q3: 283,329 shares 283,329 $35.4M 0.06% +6,576 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: 412,371 shares; 2024Q4: 455,210 shares; 2025Q1: 468,660 shares; 2025Q2: 477,037 shares; 2025Q3: 496,223 shares 496,223 $35.4M 0.06% +19,186 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279,723 shares; 2024Q4: 1,306,016 shares; 2025Q1: 1,287,902 shares; 2025Q2: 1,309,758 shares; 2025Q3: 1,426,015 shares 1,426,015 $35.3M 0.06% +116,257 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: 111,611 shares; 2024Q4: 115,141 shares; 2025Q1: 115,417 shares; 2025Q2: 120,053 shares; 2025Q3: 115,995 shares 115,995 $34.8M 0.06% -4,058 Timeline IXC 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: 290,451 shares; 2024Q4: 901,237 shares; 2025Q1: 887,377 shares; 2025Q2: 855,352 shares; 2025Q3: 832,707 shares 832,707 $34.8M 0.06% -22,645 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: 94,656 shares; 2024Q4: 122,555 shares; 2025Q1: 123,682 shares; 2025Q2: 121,677 shares; 2025Q3: 118,772 shares 118,772 $34.7M 0.06% -2,905 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: 11,633 shares; 2024Q4: 237,836 shares; 2025Q1: 584,945 shares; 2025Q2: 667,389 shares; 2025Q3: 1,054,313 shares 1,054,313 $34.4M 0.06% +386,924 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,645 shares; 2024Q4: 54,364 shares; 2025Q1: 22,948 shares; 2025Q2: 23,649 shares; 2025Q3: 47,702 shares 47,702 $34.2M 0.06% +24,053 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 102,023 shares; 2025Q1: 146,566 shares; 2025Q2: 172,843 shares; 2025Q3: 206,430 shares 206,430 $34.2M 0.06% +33,587 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 649 shares; 2025Q2: 2,110 shares; 2025Q3: 47,889 shares 47,889 $34.2M 0.06% +45,779 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: 21,125 shares; 2024Q4: 92,936 shares; 2025Q1: 89,237 shares; 2025Q2: 92,023 shares; 2025Q3: 99,650 shares 99,650 $33.9M 0.05% +7,627 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,740 shares; 2024Q4: 647,323 shares; 2025Q1: 679,512 shares; 2025Q2: 703,523 shares; 2025Q3: 712,690 shares 712,690 $33.9M 0.05% +9,167 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: 14,746 shares; 2024Q4: 42,576 shares; 2025Q1: 46,831 shares; 2025Q2: 51,194 shares; 2025Q3: 51,918 shares 51,918 $33.2M 0.05% +724 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,051 shares; 2024Q4: 156,017 shares; 2025Q1: 156,135 shares; 2025Q2: 160,179 shares; 2025Q3: 234,630 shares 234,630 $32.9M 0.05% +74,451 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,804 shares; 2024Q4: 47,516 shares; 2025Q1: 61,913 shares; 2025Q2: 385,408 shares; 2025Q3: 404,886 shares 404,886 $32.7M 0.05% +19,478 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,224 shares; 2024Q4: 786,509 shares; 2025Q1: 796,967 shares; 2025Q2: 784,847 shares; 2025Q3: 774,894 shares 774,894 $32.4M 0.05% -9,953 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: 160,724 shares; 2024Q4: 181,784 shares; 2025Q1: 183,430 shares; 2025Q2: 184,089 shares; 2025Q3: 186,780 shares 186,780 $32.3M 0.05% +2,691 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,831 shares; 2024Q4: 528,547 shares; 2025Q1: 535,852 shares; 2025Q2: 547,894 shares; 2025Q3: 610,803 shares 610,803 $31.9M 0.05% +62,909 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 232,437 shares; 2025Q1: 418,519 shares; 2025Q2: 371,801 shares; 2025Q3: 375,477 shares 375,477 $31.8M 0.05% +3,676 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,977 shares; 2024Q4: 276,579 shares; 2025Q1: 446,165 shares; 2025Q2: 524,771 shares; 2025Q3: 622,789 shares 622,789 $31.6M 0.05% +98,018 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 478,016 shares; 2025Q1: 463,739 shares; 2025Q2: 467,756 shares; 2025Q3: 766,236 shares 766,236 $31.5M 0.05% +298,480 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472,479 shares; 2025Q1: 522,210 shares; 2025Q2: 511,044 shares; 2025Q3: 582,272 shares 582,272 $31.2M 0.05% +71,228 Timeline CTKB CYTEK BIOSCIENCES INC More: the full row for CYTEK BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,576 shares 70,576 $31.2M 0.05% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,571 shares; 2024Q4: 79,500 shares; 2025Q1: 116,179 shares; 2025Q2: 120,956 shares; 2025Q3: 123,741 shares 123,741 $30.6M 0.05% +2,785 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,974 shares; 2024Q4: 901,566 shares; 2025Q1: 912,243 shares; 2025Q2: 824,561 shares; 2025Q3: 859,015 shares 859,015 $30.5M 0.05% +34,454 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: 167,882 shares; 2024Q4: 178,419 shares; 2025Q1: 188,076 shares; 2025Q2: 225,683 shares; 2025Q3: 221,185 shares 221,185 $30.5M 0.05% -4,498 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472,266 shares 472,266 $30.4M 0.05% new 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: 287,261 shares; 2024Q4: 345,252 shares; 2025Q1: 321,443 shares; 2025Q2: 338,150 shares; 2025Q3: 328,836 shares 328,836 $30.1M 0.05% -9,314 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: 73,467 shares; 2024Q4: 80,125 shares; 2025Q1: 85,784 shares; 2025Q2: 101,912 shares; 2025Q3: 107,495 shares 107,495 $30M 0.05% +5,583 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: 158,638 shares; 2024Q4: 161,783 shares; 2025Q1: 164,907 shares; 2025Q2: 128,207 shares; 2025Q3: 130,631 shares 130,631 $30M 0.05% +2,424 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: 61,317 shares; 2024Q4: 116,589 shares; 2025Q1: 114,156 shares; 2025Q2: 154,783 shares; 2025Q3: 159,303 shares 159,303 $29.9M 0.05% +4,520 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 3,803 shares; 2025Q1: 3,838 shares; 2025Q2: 4,296 shares; 2025Q3: 128,855 shares 128,855 $29.9M 0.05% +124,559 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,661 shares; 2024Q4: 425,557 shares; 2025Q1: 435,097 shares; 2025Q2: not reported; 2025Q3: 448,988 shares 448,988 $29.8M 0.05% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,136 shares; 2024Q4: 194,763 shares; 2025Q1: 179,108 shares; 2025Q2: 186,289 shares; 2025Q3: 180,704 shares 180,704 $29.7M 0.05% -5,585 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,933 shares; 2024Q4: 1,253,129 shares; 2025Q1: 1,309,930 shares; 2025Q2: 1,374,357 shares; 2025Q3: 1,419,626 shares 1,419,626 $29.7M 0.05% +45,269 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,777 shares; 2024Q4: 19,508 shares; 2025Q1: 17,436 shares; 2025Q2: 158,746 shares; 2025Q3: 160,910 shares 160,910 $29.7M 0.05% +2,164 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: 105,096 shares; 2024Q4: 112,631 shares; 2025Q1: 112,351 shares; 2025Q2: 115,302 shares; 2025Q3: 119,963 shares 119,963 $29.6M 0.05% +4,661 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,226 shares; 2024Q4: 222,789 shares; 2025Q1: 199,481 shares; 2025Q2: 197,413 shares; 2025Q3: 200,539 shares 200,539 $29.5M 0.05% +3,126 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980,982 shares; 2024Q4: 971,014 shares; 2025Q1: 964,892 shares; 2025Q2: 884,445 shares; 2025Q3: 864,082 shares 864,082 $29.5M 0.05% -20,363 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: 141,303 shares; 2024Q4: 137,343 shares; 2025Q1: 147,331 shares; 2025Q2: 158,527 shares; 2025Q3: 183,903 shares 183,903 $29.3M 0.05% +25,376 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,066 shares; 2024Q4: 1,106,279 shares; 2025Q1: 1,115,572 shares; 2025Q2: 1,250,036 shares; 2025Q3: 1,140,215 shares 1,140,215 $29.3M 0.05% -109,821 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: 138,873 shares; 2024Q4: 542,396 shares; 2025Q1: 685,048 shares; 2025Q2: 687,842 shares; 2025Q3: 576,204 shares 576,204 $29.2M 0.05% -111,638 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,739 shares; 2024Q4: 175,666 shares; 2025Q1: 181,905 shares; 2025Q2: 183,512 shares; 2025Q3: 207,530 shares 207,530 $29.2M 0.05% +24,018 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: 218,987 shares; 2024Q4: 453,447 shares; 2025Q1: 358,999 shares; 2025Q2: 347,344 shares; 2025Q3: 325,672 shares 325,672 $29.1M 0.05% -21,672 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: 126,833 shares; 2024Q4: 162,802 shares; 2025Q1: 162,147 shares; 2025Q2: 162,134 shares; 2025Q3: 216,012 shares 216,012 $28.3M 0.05% +53,878 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,067 shares; 2024Q4: 243,807 shares; 2025Q1: 248,327 shares; 2025Q2: 249,084 shares; 2025Q3: 250,035 shares 250,035 $28.3M 0.05% +951 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,634 shares; 2024Q4: 310,615 shares; 2025Q1: 313,326 shares; 2025Q2: 314,809 shares; 2025Q3: 315,736 shares 315,736 $28.2M 0.05% +927 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323,780 shares; 2025Q1: 361,064 shares; 2025Q2: 383,578 shares; 2025Q3: 408,401 shares 408,401 $28.2M 0.05% +24,823 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,984 shares; 2025Q1: 110,610 shares; 2025Q2: 116,414 shares; 2025Q3: 130,856 shares 130,856 $28M 0.05% +14,442 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: 11,085 shares; 2024Q4: 171,140 shares; 2025Q1: 166,739 shares; 2025Q2: 206,898 shares; 2025Q3: 200,196 shares 200,196 $28M 0.05% -6,702 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,118 shares; 2024Q4: 761,595 shares; 2025Q1: 798,526 shares; 2025Q2: 892,683 shares; 2025Q3: 874,037 shares 874,037 $27.9M 0.04% -18,646 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: 14,644 shares; 2024Q4: 15,098 shares; 2025Q1: 15,989 shares; 2025Q2: 15,822 shares; 2025Q3: 29,332 shares 29,332 $27.7M 0.04% +13,510 Timeline IBTH 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: 189,263 shares; 2024Q4: 200,751 shares; 2025Q1: 231,589 shares; 2025Q2: 1,223,237 shares; 2025Q3: 1,229,287 shares 1,229,287 $27.7M 0.04% +6,050 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,329 shares; 2024Q4: 289,574 shares; 2025Q1: 816,414 shares; 2025Q2: 780,594 shares; 2025Q3: 870,544 shares 870,544 $27.5M 0.04% +89,950 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,197 shares; 2025Q1: 236,017 shares; 2025Q2: 395,792 shares; 2025Q3: 413,434 shares 413,434 $27.5M 0.04% +17,642 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,713 shares; 2024Q4: 838,774 shares; 2025Q1: 836,936 shares; 2025Q2: 827,918 shares; 2025Q3: 872,875 shares 872,875 $27.3M 0.04% +44,957 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,065 shares; 2024Q4: 1,378,438 shares; 2025Q1: 1,372,366 shares; 2025Q2: 1,373,619 shares; 2025Q3: 1,385,566 shares 1,385,566 $27.1M 0.04% +11,947 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,483 shares; 2024Q4: 231,104 shares; 2025Q1: 909,113 shares; 2025Q2: 1,124,602 shares; 2025Q3: 538,103 shares 538,103 $27M 0.04% -586,499 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: 36,218 shares; 2024Q4: 50,484 shares; 2025Q1: 55,607 shares; 2025Q2: 54,057 shares; 2025Q3: 141,357 shares 141,357 $26.9M 0.04% +87,300 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: 396,118 shares; 2024Q4: 704,703 shares; 2025Q1: 651,050 shares; 2025Q2: 618,732 shares; 2025Q3: 531,120 shares 531,120 $26.8M 0.04% -87,612 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: 196,451 shares; 2024Q4: 206,476 shares; 2025Q1: 202,687 shares; 2025Q2: 209,161 shares; 2025Q3: 189,252 shares 189,252 $26.7M 0.04% -19,909 Timeline PAVE 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: 43,363 shares; 2024Q4: 562,870 shares; 2025Q1: 700,618 shares; 2025Q2: 553,491 shares; 2025Q3: 559,358 shares 559,358 $26.6M 0.04% +5,867 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,183 shares 109,183 $26.5M 0.04% new 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: 68,616 shares; 2024Q4: 120,401 shares; 2025Q1: 199,150 shares; 2025Q2: 319,663 shares; 2025Q3: 394,089 shares 394,089 $26.4M 0.04% +74,426 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326,840 shares; 2025Q2: 343,846 shares; 2025Q3: 358,248 shares 358,248 $26.4M 0.04% +14,402 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,482 shares; 2024Q4: 647,973 shares; 2025Q1: 642,473 shares; 2025Q2: 615,985 shares; 2025Q3: 598,832 shares 598,832 $26.3M 0.04% -17,153 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: 172,781 shares; 2024Q4: 269,064 shares; 2025Q1: 288,722 shares; 2025Q2: 150,528 shares; 2025Q3: 175,763 shares 175,763 $26.1M 0.04% +25,235 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,530 shares; 2024Q4: 50,116 shares; 2025Q1: 62,704 shares; 2025Q2: 69,949 shares; 2025Q3: 56,522 shares 56,522 $26.1M 0.04% -13,427 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: 126,878 shares; 2024Q4: 234,075 shares; 2025Q1: 263,545 shares; 2025Q2: 268,205 shares; 2025Q3: 424,184 shares 424,184 $26M 0.04% +155,979 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: 203,788 shares; 2024Q4: 203,798 shares; 2025Q1: 217,172 shares; 2025Q2: 302,382 shares; 2025Q3: 307,375 shares 307,375 $25.8M 0.04% +4,993 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,146 shares; 2024Q4: 120,122 shares; 2025Q1: 122,969 shares; 2025Q2: 287,436 shares; 2025Q3: 261,211 shares 261,211 $25.8M 0.04% -26,225 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,559 shares; 2024Q4: 851,126 shares; 2025Q1: 522,664 shares; 2025Q2: 659,870 shares; 2025Q3: 757,604 shares 757,604 $25.5M 0.04% +97,734 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: 13,803 shares; 2024Q4: 32,501 shares; 2025Q1: 34,639 shares; 2025Q2: 55,376 shares; 2025Q3: 59,916 shares 59,916 $25.3M 0.04% +4,540 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: 84,816 shares; 2024Q4: 86,236 shares; 2025Q1: 117,407 shares; 2025Q2: 122,183 shares; 2025Q3: 121,537 shares 121,537 $24.9M 0.04% -646 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: 59,300 shares; 2024Q4: 59,756 shares; 2025Q1: 53,651 shares; 2025Q2: 53,773 shares; 2025Q3: 52,140 shares 52,140 $24.8M 0.04% -1,633 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: 183,671 shares; 2024Q4: 189,874 shares; 2025Q1: 201,397 shares; 2025Q2: 207,999 shares; 2025Q3: 257,368 shares 257,368 $24.6M 0.04% +49,369 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: 24,724 shares; 2024Q4: 34,477 shares; 2025Q1: 34,370 shares; 2025Q2: 47,820 shares; 2025Q3: 99,979 shares 99,979 $24.4M 0.04% +52,159 Timeline SHV 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: 164,448 shares; 2024Q4: 200,765 shares; 2025Q1: 205,469 shares; 2025Q2: 228,513 shares; 2025Q3: 220,256 shares 220,256 $24.3M 0.04% -8,257 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,798 shares; 2024Q4: 280,221 shares; 2025Q1: 280,583 shares; 2025Q2: 279,097 shares; 2025Q3: 273,681 shares 273,681 $24.3M 0.04% -5,416 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,786 shares; 2024Q4: 187,831 shares; 2025Q1: 186,096 shares; 2025Q2: 188,170 shares; 2025Q3: 100,652 shares 100,652 $24.2M 0.04% -87,518 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: 194,364 shares; 2024Q4: 203,932 shares; 2025Q1: 212,826 shares; 2025Q2: 203,236 shares; 2025Q3: 175,156 shares 175,156 $24.2M 0.04% -28,080 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,185 shares; 2024Q4: 23,151 shares; 2025Q1: 52,872 shares; 2025Q2: 73,695 shares; 2025Q3: 74,095 shares 74,095 $24.2M 0.04% +400 Timeline JEPQ 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: 132,359 shares; 2024Q4: 274,175 shares; 2025Q1: 303,851 shares; 2025Q2: 382,228 shares; 2025Q3: 420,726 shares 420,726 $24.2M 0.04% +38,498 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 4,940 shares; 2025Q1: 86,810 shares; 2025Q2: 158,848 shares; 2025Q3: 166,524 shares 166,524 $24.2M 0.04% +7,676 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,373 shares; 2024Q4: 334,486 shares; 2025Q1: 349,397 shares; 2025Q2: 339,231 shares; 2025Q3: 351,755 shares 351,755 $24.2M 0.04% +12,524 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,963 shares; 2024Q4: 113,405 shares; 2025Q1: 144,131 shares; 2025Q2: 139,482 shares; 2025Q3: 138,484 shares 138,484 $23.9M 0.04% -998 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,754 shares; 2024Q4: 248,393 shares; 2025Q1: 303,549 shares; 2025Q2: not reported; 2025Q3: 121,253 shares 121,253 $23.9M 0.04% new 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: 11,759 shares; 2024Q4: 127,655 shares; 2025Q1: 68,325 shares; 2025Q2: 68,292 shares; 2025Q3: 74,380 shares 74,380 $23.8M 0.04% +6,088 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: 364,886 shares; 2024Q4: 426,706 shares; 2025Q1: 385,838 shares; 2025Q2: 300,879 shares; 2025Q3: 283,863 shares 283,863 $23.8M 0.04% -17,016 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: 33,705 shares; 2024Q4: 768,232 shares; 2025Q1: 758,388 shares; 2025Q2: 760,373 shares; 2025Q3: 763,149 shares 763,149 $23.8M 0.04% +2,776 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: 6,635 shares; 2024Q4: 211,602 shares; 2025Q1: 280,356 shares; 2025Q2: 278,264 shares; 2025Q3: 292,706 shares 292,706 $23.8M 0.04% +14,442 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: 4,898 shares; 2024Q4: 10,050 shares; 2025Q1: 8,245 shares; 2025Q2: 247,072 shares; 2025Q3: 164,656 shares 164,656 $23.4M 0.04% -82,416 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,741 shares; 2024Q4: 612,684 shares; 2025Q1: 619,386 shares; 2025Q2: 609,291 shares; 2025Q3: 608,733 shares 608,733 $23.4M 0.04% -558 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,100 shares; 2024Q4: 68,991 shares; 2025Q1: 81,799 shares; 2025Q2: 87,463 shares; 2025Q3: 292,465 shares 292,465 $23.3M 0.04% +205,002 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: 391,479 shares; 2024Q4: 395,787 shares; 2025Q1: 394,721 shares; 2025Q2: 442,987 shares; 2025Q3: 480,480 shares 480,480 $23.2M 0.04% +37,493 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: 174,771 shares; 2024Q4: 318,438 shares; 2025Q1: 359,927 shares; 2025Q2: 354,043 shares; 2025Q3: 333,008 shares 333,008 $23.2M 0.04% -21,035 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274,944 shares; 2025Q2: 292,951 shares; 2025Q3: 300,608 shares 300,608 $23.2M 0.04% +7,657 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: 505,108 shares; 2024Q4: 840,865 shares; 2025Q1: 857,001 shares; 2025Q2: 719,084 shares; 2025Q3: 737,053 shares 737,053 $23.2M 0.04% +17,969 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,743 shares; 2024Q4: 206,681 shares; 2025Q1: 206,159 shares; 2025Q2: 205,554 shares; 2025Q3: 543,039 shares 543,039 $23.1M 0.04% +337,485 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: 38,593 shares; 2024Q4: 48,509 shares; 2025Q1: 180,886 shares; 2025Q2: 195,109 shares; 2025Q3: 177,811 shares 177,811 $23M 0.04% -17,298 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: 2,125 shares; 2024Q4: 4,841 shares; 2025Q1: 5,202 shares; 2025Q2: 7,170 shares; 2025Q3: 67,173 shares 67,173 $22.6M 0.04% +60,003 Timeline SMLF 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: 13,357 shares; 2024Q4: 270,641 shares; 2025Q1: 274,170 shares; 2025Q2: 287,017 shares; 2025Q3: 304,063 shares 304,063 $22.6M 0.04% +17,046 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: 78,256 shares; 2024Q4: 148,377 shares; 2025Q1: 150,854 shares; 2025Q2: 158,279 shares; 2025Q3: 159,580 shares 159,580 $22.6M 0.04% +1,301 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,984 shares; 2024Q4: 695,040 shares; 2025Q1: 656,600 shares; 2025Q2: 778,630 shares; 2025Q3: 892,726 shares 892,726 $22.5M 0.04% +114,096 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: 457,114 shares; 2024Q4: 369,116 shares; 2025Q1: 325,036 shares; 2025Q2: 277,853 shares; 2025Q3: 297,988 shares 297,988 $22.5M 0.04% +20,135 Timeline WELLS FARGO & CO 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: 19,116 shares; 2024Q4: 18,818 shares; 2025Q1: 18,198 shares; 2025Q2: 18,247 shares; 2025Q3: 18,071 shares 18,071 $22.3M 0.04% -176 DFSE 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: 12,811 shares; 2024Q4: 16,089 shares; 2025Q1: 312,807 shares; 2025Q2: 537,973 shares; 2025Q3: 542,461 shares 542,461 $22.3M 0.04% +4,488 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: 14,438 shares; 2024Q4: 15,675 shares; 2025Q1: 15,743 shares; 2025Q2: 63,741 shares; 2025Q3: 67,599 shares 67,599 $22.2M 0.04% +3,858 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857,825 shares; 2025Q3: 856,412 shares 856,412 $22.1M 0.04% -1,413 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,034 shares; 2024Q4: 377,439 shares; 2025Q1: 394,108 shares; 2025Q2: 419,499 shares; 2025Q3: 453,039 shares 453,039 $21.9M 0.04% +33,540 Timeline APPLE INC 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: not reported; 2024Q4: not reported; 2025Q1: 19,900 shares; 2025Q2: 75,300 shares; 2025Q3: 85,800 shares 85,800 $21.8M 0.04% +10,500 TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,774 shares; 2024Q4: 274,479 shares; 2025Q1: 268,543 shares; 2025Q2: 268,513 shares; 2025Q3: 263,047 shares 263,047 $21.5M 0.03% -5,466 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,126 shares; 2024Q4: 458,511 shares; 2025Q1: 463,627 shares; 2025Q2: 476,609 shares; 2025Q3: 499,000 shares 499,000 $21.4M 0.03% +22,391 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,525 shares; 2024Q4: 242,957 shares; 2025Q1: 247,243 shares; 2025Q2: 245,994 shares; 2025Q3: 255,771 shares 255,771 $21.4M 0.03% +9,777 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,449 shares; 2024Q4: 672,024 shares; 2025Q1: 689,485 shares; 2025Q2: 667,854 shares; 2025Q3: 642,172 shares 642,172 $21.4M 0.03% -25,682 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: 99,416 shares; 2024Q4: 204,608 shares; 2025Q1: 211,536 shares; 2025Q2: 203,747 shares; 2025Q3: 224,195 shares 224,195 $21.4M 0.03% +20,448 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,012 shares; 2025Q1: 513,503 shares; 2025Q2: 529,934 shares; 2025Q3: 574,633 shares 574,633 $21M 0.03% +44,699 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL 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: 4,486,286 shares; 2025Q3: 2,300,849 shares 2,300,849 $21M 0.03% -2,185,437 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: 126,888 shares; 2024Q4: 133,609 shares; 2025Q1: 157,153 shares; 2025Q2: 159,617 shares; 2025Q3: 168,652 shares 168,652 $20.8M 0.03% +9,035 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: 1,837 shares; 2024Q4: 7,543 shares; 2025Q1: 22,213 shares; 2025Q2: 15,024 shares; 2025Q3: 29,769 shares 29,769 $20.8M 0.03% +14,745 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,564 shares; 2024Q4: 61,176 shares; 2025Q1: 62,083 shares; 2025Q2: 52,287 shares; 2025Q3: 69,184 shares 69,184 $20.7M 0.03% +16,897 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: 541,401 shares; 2024Q4: 455,720 shares; 2025Q1: 473,603 shares; 2025Q2: 517,961 shares; 2025Q3: 616,631 shares 616,631 $20.7M 0.03% +98,670 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: 241,095 shares; 2024Q4: 239,595 shares; 2025Q1: 234,464 shares; 2025Q2: 234,775 shares; 2025Q3: 230,139 shares 230,139 $20.6M 0.03% -4,636 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,765 shares; 2024Q4: 479,554 shares; 2025Q1: 495,883 shares; 2025Q2: 434,236 shares; 2025Q3: 486,009 shares 486,009 $20.4M 0.03% +51,773 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,401 shares; 2024Q4: 134,371 shares; 2025Q1: 153,053 shares; 2025Q2: 424,931 shares; 2025Q3: 446,226 shares 446,226 $19.7M 0.03% +21,295 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065,750 shares; 2025Q1: 1,236,449 shares; 2025Q2: 1,241,894 shares; 2025Q3: 1,281,356 shares 1,281,356 $19.7M 0.03% +39,462 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,103 shares; 2024Q4: 411,942 shares; 2025Q1: 410,488 shares; 2025Q2: 416,860 shares; 2025Q3: 423,801 shares 423,801 $19.7M 0.03% +6,941 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: 63,801 shares; 2024Q4: 67,843 shares; 2025Q1: 65,508 shares; 2025Q2: 67,833 shares; 2025Q3: 64,338 shares 64,338 $19.6M 0.03% -3,495 Timeline IBDR 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: 573,343 shares; 2024Q4: 612,745 shares; 2025Q1: not reported; 2025Q2: 771,761 shares; 2025Q3: 804,766 shares 804,766 $19.6M 0.03% +33,005 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 50,243 shares; 2025Q1: 48,531 shares; 2025Q2: 61,719 shares; 2025Q3: 71,617 shares 71,617 $19.4M 0.03% +9,898 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: 55,543 shares; 2024Q4: 92,621 shares; 2025Q1: 76,466 shares; 2025Q2: 77,837 shares; 2025Q3: 73,600 shares 73,600 $19.2M 0.03% -4,237 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: 23,350 shares; 2024Q4: 37,541 shares; 2025Q1: 37,922 shares; 2025Q2: 38,587 shares; 2025Q3: 38,777 shares 38,777 $19.1M 0.03% +190 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: 24,598 shares; 2024Q4: 241,282 shares; 2025Q1: 36,509 shares; 2025Q2: 232,647 shares; 2025Q3: 242,888 shares 242,888 $19M 0.03% +10,241 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,917 shares; 2024Q4: 640,379 shares; 2025Q1: 640,723 shares; 2025Q2: 610,602 shares; 2025Q3: 642,184 shares 642,184 $19M 0.03% +31,582 Timeline ISHARES TR 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: 395,785 shares; 2024Q4: 925,026 shares; 2025Q1: not reported; 2025Q2: 832,177 shares; 2025Q3: 750,980 shares 750,980 $18.9M 0.03% -81,197 CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,112 shares 58,112 $18.7M 0.03% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,754 shares; 2024Q4: 171,446 shares; 2025Q1: 162,980 shares; 2025Q2: 174,655 shares; 2025Q3: 202,406 shares 202,406 $18.6M 0.03% +27,751 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: 158,078 shares; 2024Q4: 157,254 shares; 2025Q1: 157,528 shares; 2025Q2: 160,618 shares; 2025Q3: 154,048 shares 154,048 $18.6M 0.03% -6,570 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,442 shares; 2024Q4: 601,335 shares; 2025Q1: 938,208 shares; 2025Q2: 955,572 shares; 2025Q3: 998,094 shares 998,094 $18.6M 0.03% +42,522 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: 15,224 shares; 2024Q4: 612,170 shares; 2025Q1: 185,855 shares; 2025Q2: 151,933 shares; 2025Q3: 191,614 shares 191,614 $18.5M 0.03% +39,681 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,174 shares; 2024Q4: 47,676 shares; 2025Q1: 38,825 shares; 2025Q2: 38,015 shares; 2025Q3: 630,060 shares 630,060 $18.2M 0.03% +592,045 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: 389,562 shares; 2024Q4: 402,579 shares; 2025Q1: 394,313 shares; 2025Q2: 411,888 shares; 2025Q3: 489,288 shares 489,288 $18.2M 0.03% +77,400 Timeline BANK OF AMER CORP 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: 3,050 shares; 2024Q4: 15,533 shares; 2025Q1: 14,821 shares; 2025Q2: 14,505 shares; 2025Q3: 14,143 shares 14,143 $18.1M 0.03% -362 GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,041 shares; 2024Q4: 242,752 shares; 2025Q1: 233,574 shares; 2025Q2: 218,342 shares; 2025Q3: 200,179 shares 200,179 $18M 0.03% -18,163 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,544 shares; 2024Q4: 117,797 shares; 2025Q1: 119,817 shares; 2025Q2: 116,879 shares; 2025Q3: 296,720 shares 296,720 $18M 0.03% +179,841 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: 42,240 shares; 2024Q4: 56,604 shares; 2025Q1: 52,848 shares; 2025Q2: 71,019 shares; 2025Q3: 67,736 shares 67,736 $17.7M 0.03% -3,283 Timeline DHS 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: 160,324 shares; 2024Q4: 165,865 shares; 2025Q1: 130,178 shares; 2025Q2: 216,121 shares; 2025Q3: 175,530 shares 175,530 $17.6M 0.03% -40,591 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,856 shares; 2024Q4: 513,287 shares; 2025Q1: 507,348 shares; 2025Q2: 502,082 shares; 2025Q3: 500,651 shares 500,651 $17.5M 0.03% -1,431 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: 29,295 shares; 2024Q4: 40,451 shares; 2025Q1: 39,831 shares; 2025Q2: 41,400 shares; 2025Q3: 384,315 shares 384,315 $17.4M 0.03% +342,915 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 427,280 shares; 2025Q2: 435,498 shares; 2025Q3: 656,381 shares 656,381 $17.4M 0.03% +220,883 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,221 shares; 2024Q4: 99,845 shares; 2025Q1: 99,545 shares; 2025Q2: 74,325 shares; 2025Q3: 75,873 shares 75,873 $17.1M 0.03% +1,548 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: 38,183 shares; 2024Q4: 80,574 shares; 2025Q1: 44,978 shares; 2025Q2: 46,690 shares; 2025Q3: 48,647 shares 48,647 $17.1M 0.03% +1,957 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: 48,339 shares; 2024Q4: 53,094 shares; 2025Q1: 48,590 shares; 2025Q2: 58,708 shares; 2025Q3: 61,998 shares 61,998 $16.9M 0.03% +3,290 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: 45,487 shares; 2024Q4: 124,688 shares; 2025Q1: 114,050 shares; 2025Q2: 107,440 shares; 2025Q3: 116,844 shares 116,844 $16.9M 0.03% +9,404 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: 19,566 shares; 2024Q4: 20,978 shares; 2025Q1: 21,178 shares; 2025Q2: 23,440 shares; 2025Q3: 168,855 shares 168,855 $16.8M 0.03% +145,415 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: 29,550 shares; 2024Q4: 30,901 shares; 2025Q1: 30,665 shares; 2025Q2: 33,279 shares; 2025Q3: 57,196 shares 57,196 $16.8M 0.03% +23,917 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,936 shares; 2024Q4: 491,492 shares; 2025Q1: 430,418 shares; 2025Q2: 404,826 shares; 2025Q3: 328,340 shares 328,340 $16.8M 0.03% -76,486 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,518 shares; 2024Q4: 323,655 shares; 2025Q1: 447,569 shares; 2025Q2: 495,350 shares; 2025Q3: 389,452 shares 389,452 $16.7M 0.03% -105,898 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: 54,929 shares; 2024Q4: 144,929 shares; 2025Q1: 141,683 shares; 2025Q2: 143,327 shares; 2025Q3: 159,290 shares 159,290 $16.6M 0.03% +15,963 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: 102,418 shares; 2024Q4: 149,587 shares; 2025Q1: 149,104 shares; 2025Q2: 141,373 shares; 2025Q3: 150,180 shares 150,180 $16.6M 0.03% +8,807 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,259 shares; 2024Q4: 301,777 shares; 2025Q1: 294,387 shares; 2025Q2: 366,197 shares; 2025Q3: 366,820 shares 366,820 $16.6M 0.03% +623 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: 9,167 shares; 2024Q4: 77,578 shares; 2025Q1: 71,577 shares; 2025Q2: 65,622 shares; 2025Q3: 63,147 shares 63,147 $16.4M 0.03% -2,475 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: 389,211 shares; 2024Q4: 400,798 shares; 2025Q1: 407,902 shares; 2025Q2: 461,390 shares; 2025Q3: 1,355,195 shares 1,355,195 $16.2M 0.03% +893,805 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,838 shares; 2024Q4: 391,402 shares; 2025Q1: 413,947 shares; 2025Q2: 440,159 shares; 2025Q3: 484,718 shares 484,718 $16.2M 0.03% +44,559 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: 53,474 shares; 2024Q4: 467,661 shares; 2025Q1: 486,094 shares; 2025Q2: 309,384 shares; 2025Q3: 320,033 shares 320,033 $16.2M 0.03% +10,649 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: 460,677 shares; 2024Q4: 64,791 shares; 2025Q1: 62,685 shares; 2025Q2: 67,401 shares; 2025Q3: 68,756 shares 68,756 $16.1M 0.03% +1,355 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: 60,528 shares; 2024Q4: 62,981 shares; 2025Q1: 61,406 shares; 2025Q2: 60,637 shares; 2025Q3: 59,375 shares 59,375 $16.1M 0.03% -1,262 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,032 shares; 2024Q4: 100,899 shares; 2025Q1: 101,765 shares; 2025Q2: 101,951 shares; 2025Q3: 103,182 shares 103,182 $16M 0.03% +1,231 Timeline VERONA PHARMA PLC VERONA PHARMA PLC More: the full row for VERONA PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,005 shares 150,005 $16M 0.03% new HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,123 shares; 2024Q4: 365,162 shares; 2025Q1: 362,140 shares; 2025Q2: 369,887 shares; 2025Q3: 408,666 shares 408,666 $15.9M 0.03% +38,779 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,216 shares; 2024Q4: 64,485 shares; 2025Q1: 63,967 shares; 2025Q2: 63,331 shares; 2025Q3: 65,497 shares 65,497 $15.9M 0.03% +2,166 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,197 shares 156,197 $15.8M 0.03% new 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: 39,390 shares; 2024Q4: 134,405 shares; 2025Q1: 133,751 shares; 2025Q2: 128,359 shares; 2025Q3: 125,655 shares 125,655 $15.6M 0.03% -2,704 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: 146,417 shares; 2024Q4: 179,636 shares; 2025Q1: 181,190 shares; 2025Q2: 186,206 shares; 2025Q3: 195,880 shares 195,880 $15.5M 0.03% +9,674 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: 23,465 shares; 2024Q4: 72,090 shares; 2025Q1: 117,697 shares; 2025Q2: 121,948 shares; 2025Q3: 119,545 shares 119,545 $15.5M 0.03% -2,403 Timeline CMF 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: 107,814 shares; 2024Q4: 151,944 shares; 2025Q1: 154,187 shares; 2025Q2: 163,725 shares; 2025Q3: 271,537 shares 271,537 $15.5M 0.02% +107,812 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,836 shares; 2024Q4: 72,095 shares; 2025Q1: 73,302 shares; 2025Q2: 76,162 shares; 2025Q3: 186,477 shares 186,477 $15.5M 0.02% +110,315 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,083 shares; 2025Q1: 7,880 shares; 2025Q2: 10,459 shares; 2025Q3: 8,068 shares 8,068 $15.4M 0.02% -2,391 Timeline VUSB 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: 389,356 shares; 2024Q4: 387,108 shares; 2025Q1: 372,945 shares; 2025Q2: 313,023 shares; 2025Q3: 307,846 shares 307,846 $15.4M 0.02% -5,177 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,041 shares; 2024Q4: 502,133 shares; 2025Q1: 485,542 shares; 2025Q2: 480,348 shares; 2025Q3: 477,929 shares 477,929 $15.4M 0.02% -2,419 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: 217,102 shares; 2024Q4: 61,520 shares; 2025Q1: 62,303 shares; 2025Q2: 213,454 shares; 2025Q3: 208,914 shares 208,914 $15.3M 0.02% -4,540 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,573 shares; 2024Q4: 311,838 shares; 2025Q1: 304,532 shares; 2025Q2: 304,092 shares; 2025Q3: 306,032 shares 306,032 $15.2M 0.02% +1,940 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,364 shares; 2024Q4: 96,270 shares; 2025Q1: 100,912 shares; 2025Q2: 284,919 shares; 2025Q3: 319,351 shares 319,351 $15M 0.02% +34,432 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,048 shares; 2024Q4: 692,298 shares; 2025Q1: 798,520 shares; 2025Q2: 805,179 shares; 2025Q3: 836,775 shares 836,775 $15M 0.02% +31,596 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,178 shares; 2024Q4: 323,975 shares; 2025Q1: 2,349,653 shares; 2025Q2: 3,538,128 shares; 2025Q3: 1,405,221 shares 1,405,221 $14.9M 0.02% -2,132,907 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,837 shares; 2024Q4: 300,371 shares; 2025Q1: 280,963 shares; 2025Q2: 306,348 shares; 2025Q3: 798,826 shares 798,826 $14.9M 0.02% +492,478 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,977 shares; 2024Q4: 533,695 shares; 2025Q1: 444,307 shares; 2025Q2: 443,123 shares; 2025Q3: 462,476 shares 462,476 $14.9M 0.02% +19,353 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,820 shares; 2024Q4: 248,650 shares; 2025Q1: 294,240 shares; 2025Q2: 299,790 shares; 2025Q3: 496,220 shares 496,220 $14.8M 0.02% +196,430 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,002 shares; 2025Q2: 307,010 shares; 2025Q3: 332,125 shares 332,125 $14.8M 0.02% +25,115 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: 120,807 shares; 2024Q4: 361,441 shares; 2025Q1: 342,672 shares; 2025Q2: 340,667 shares; 2025Q3: 130,661 shares 130,661 $14.6M 0.02% -210,006 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: 5,877 shares; 2024Q4: 58,156 shares; 2025Q1: 64,052 shares; 2025Q2: 68,886 shares; 2025Q3: 76,861 shares 76,861 $14.6M 0.02% +7,975 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,177 shares; 2025Q1: 395,129 shares; 2025Q2: 392,342 shares; 2025Q3: 394,602 shares 394,602 $14.6M 0.02% +2,260 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,171 shares; 2024Q4: 99,080 shares; 2025Q1: 98,951 shares; 2025Q2: 118,353 shares; 2025Q3: 168,160 shares 168,160 $14.6M 0.02% +49,807 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,543 shares; 2025Q1: 253,802 shares; 2025Q2: 260,364 shares; 2025Q3: 278,456 shares 278,456 $14.6M 0.02% +18,092 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,471 shares 100,471 $14.3M 0.02% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 42,069 shares; 2025Q1: 40,361 shares; 2025Q2: 34,313 shares; 2025Q3: 33,295 shares 33,295 $14.2M 0.02% -1,018 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: 16,091 shares; 2024Q4: 38,794 shares; 2025Q1: 19,979 shares; 2025Q2: 21,325 shares; 2025Q3: 40,593 shares 40,593 $14.2M 0.02% +19,268 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: 92,705 shares; 2024Q4: 185,814 shares; 2025Q1: 189,673 shares; 2025Q2: 198,895 shares; 2025Q3: 196,928 shares 196,928 $14.1M 0.02% -1,967 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,346 shares; 2024Q4: 106,896 shares; 2025Q1: 112,607 shares; 2025Q2: 116,598 shares; 2025Q3: 118,394 shares 118,394 $14M 0.02% +1,796 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,410 shares; 2024Q4: 187,902 shares; 2025Q1: 171,908 shares; 2025Q2: 175,629 shares; 2025Q3: 187,029 shares 187,029 $13.9M 0.02% +11,400 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,638 shares; 2024Q4: 68,138 shares; 2025Q1: 68,821 shares; 2025Q2: 68,700 shares; 2025Q3: 98,296 shares 98,296 $13.9M 0.02% +29,596 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: 100,781 shares; 2024Q4: 102,219 shares; 2025Q1: 97,617 shares; 2025Q2: 105,810 shares; 2025Q3: 107,035 shares 107,035 $13.8M 0.02% +1,225 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: 22,327 shares; 2024Q4: 28,317 shares; 2025Q1: 29,138 shares; 2025Q2: 30,398 shares; 2025Q3: 68,252 shares 68,252 $13.8M 0.02% +37,854 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,183 shares; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 10,904 shares; 2025Q3: 42,629 shares 42,629 $13.7M 0.02% +31,725 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,016 shares; 2024Q4: 282,262 shares; 2025Q1: 288,092 shares; 2025Q2: 334,622 shares; 2025Q3: 336,599 shares 336,599 $13.7M 0.02% +1,977 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: 3,225 shares; 2024Q4: 36,539 shares; 2025Q1: 27,703 shares; 2025Q2: 29,315 shares; 2025Q3: 43,876 shares 43,876 $13.6M 0.02% +14,561 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 282,674 shares; 2025Q1: 281,896 shares; 2025Q2: 299,625 shares; 2025Q3: 305,549 shares 305,549 $13.4M 0.02% +5,924 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,316 shares 18,316 $13.4M 0.02% new 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: 52,315 shares; 2024Q4: 72,226 shares; 2025Q1: 70,890 shares; 2025Q2: 76,157 shares; 2025Q3: 72,462 shares 72,462 $13.3M 0.02% -3,695 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 114,130 shares; 2025Q1: 306,127 shares; 2025Q2: 310,752 shares; 2025Q3: 301,875 shares 301,875 $13.3M 0.02% -8,877 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: 33,053 shares; 2024Q4: 122,285 shares; 2025Q1: 149,537 shares; 2025Q2: 127,848 shares; 2025Q3: 129,596 shares 129,596 $13.2M 0.02% +1,748 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: 349,251 shares; 2024Q4: 111,596 shares; 2025Q1: 108,620 shares; 2025Q2: 91,562 shares; 2025Q3: 89,094 shares 89,094 $13M 0.02% -2,468 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,018 shares; 2024Q4: 68,297 shares; 2025Q1: 49,121 shares; 2025Q2: 81,495 shares; 2025Q3: 102,267 shares 102,267 $13M 0.02% +20,772 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 418,465 shares; 2025Q1: 677,205 shares; 2025Q2: 717,320 shares; 2025Q3: 767,393 shares 767,393 $13M 0.02% +50,073 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,000 shares; 2024Q4: 504,991 shares; 2025Q1: 201,753 shares; 2025Q2: 104,595 shares; 2025Q3: 115,793 shares 115,793 $12.9M 0.02% +11,198 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,431 shares; 2024Q4: 614,561 shares; 2025Q1: 618,434 shares; 2025Q2: 620,827 shares; 2025Q3: 623,356 shares 623,356 $12.9M 0.02% +2,529 AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,771 shares; 2025Q1: 27,375 shares; 2025Q2: 26,829 shares; 2025Q3: 336,502 shares 336,502 $12.9M 0.02% +309,673 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,086 shares; 2024Q4: 115,919 shares; 2025Q1: 116,256 shares; 2025Q2: 116,446 shares; 2025Q3: 91,475 shares 91,475 $12.8M 0.02% -24,971 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: 29,324 shares; 2024Q4: 22,724 shares; 2025Q1: 23,582 shares; 2025Q2: 52,398 shares; 2025Q3: 60,341 shares 60,341 $12.8M 0.02% +7,943 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: 79,238 shares; 2024Q4: 96,084 shares; 2025Q1: 95,757 shares; 2025Q2: 100,350 shares; 2025Q3: 100,793 shares 100,793 $12.8M 0.02% +443 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: 19,527 shares; 2024Q4: 370,709 shares; 2025Q1: 110,199 shares; 2025Q2: 305,992 shares; 2025Q3: 324,934 shares 324,934 $12.8M 0.02% +18,942 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: not reported; 2024Q4: 8,389 shares; 2025Q1: 8,497 shares; 2025Q2: 8,168 shares; 2025Q3: 483,996 shares 483,996 $12.7M 0.02% +475,828 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,909 shares; 2024Q4: 213,737 shares; 2025Q1: 254,781 shares; 2025Q2: 249,819 shares; 2025Q3: 368,760 shares 368,760 $12.7M 0.02% +118,941 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 19,122 shares; 2025Q1: 35,547 shares; 2025Q2: 81,736 shares; 2025Q3: 90,889 shares 90,889 $12.6M 0.02% +9,153 Timeline