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Howard Capital Management, LLC

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13F filer, CIK 1733173, Alpharetta, GA

Howard Capital Management, LLC reported $7,566,683,200 across 422 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 60.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001733173-25-000002

Period
2025-09-30
Reported value
$7.57B
Holdings
422
Top 10 weight
60.35%
New
30
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGGadded+598,664$60M
BNDnew+661,100$49.2M
QQQInew+558,439$30.3M
SPYInew+411,886$21.5M
AAPLadded+41,045$10.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILreduced-438,728-$40.3M
QLDreduced-187,266-$25.7M
TQQQreduced-245,444-$25.4M
JEPQexited-458,264-$24.9M
SPXLreduced-78,946-$16.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001733173-25-000002, largest first. % of portfolio is the value over $7,566,683,200, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408,549 shares; 2024Q4: 7,410,206 shares; 2025Q1: 86,629 shares; 2025Q2: 6,471,937 shares; 2025Q3: 6,284,671 shares 6,284,671$862M11.4%-187,266Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854,800 shares; 2024Q4: 1,854,800 shares; 2025Q1: not reported; 2025Q2: 6,959,690 shares; 2025Q3: 6,887,760 shares 6,887,760$772M10.21%-71,930Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987,625 shares; 2024Q4: 2,982,361 shares; 2025Q1: 2,982,616 shares; 2025Q2: 2,832,436 shares; 2025Q3: 2,830,661 shares 2,830,661$522M6.9%-1,775Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617,126 shares; 2024Q4: 1,612,707 shares; 2025Q1: 1,614,964 shares; 2025Q2: 1,269,992 shares; 2025Q3: 1,264,663 shares 1,264,663$509M6.73%-5,329Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904,981 shares; 2024Q4: 6,669,079 shares; 2025Q1: 414,618 shares; 2025Q2: 4,855,196 shares; 2025Q3: 4,609,752 shares 4,609,752$477M6.3%-245,444Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074,605 shares; 2024Q4: 2,418,951 shares; 2025Q1: not reported; 2025Q2: 1,683,668 shares; 2025Q3: 1,604,722 shares 1,604,722$340M4.49%-78,946Timeline
QQHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368,255 shares; 2024Q4: 6,385,270 shares; 2025Q1: 6,334,157 shares; 2025Q2: 6,306,973 shares; 2025Q3: 6,201,689 shares 6,201,689$289M3.81%-105,284Timeline
HCMTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,987,926 shares; 2024Q4: 8,257,017 shares; 2025Q1: 8,459,568 shares; 2025Q2: 9,214,271 shares; 2025Q3: 9,559,154 shares 9,559,154$277M3.66%+344,883Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208,253 shares; 2024Q4: 1,208,325 shares; 2025Q1: 1,208,252 shares; 2025Q2: 1,231,457 shares; 2025Q3: 1,231,457 shares 1,231,457$266M3.51%0Timeline
LGHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993,332 shares; 2024Q4: 6,071,955 shares; 2025Q1: 6,031,140 shares; 2025Q2: 6,031,775 shares; 2025Q3: 6,245,336 shares 6,245,336$253M3.34%+213,561Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,955 shares; 2024Q4: 2,354,317 shares; 2025Q1: 2,375,293 shares; 2025Q2: 2,323,907 shares; 2025Q3: 2,320,341 shares 2,320,341$210M2.78%-3,566Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,880 shares; 2024Q4: 323,916 shares; 2025Q1: 323,865 shares; 2025Q2: 269,209 shares; 2025Q3: 269,026 shares 269,026$179M2.37%-183Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575,096 shares; 2024Q4: 1,093,236 shares; 2025Q1: 1,227,725 shares; 2025Q2: 1,135,587 shares; 2025Q3: 1,734,251 shares 1,734,251$174M2.3%+598,664Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,243 shares; 2024Q4: 1,044,302 shares; 2025Q1: 1,044,234 shares; 2025Q2: 1,132,957 shares; 2025Q3: 1,132,957 shares 1,132,957$160M2.11%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,046 shares; 2024Q4: 635,044 shares; 2025Q1: 585,324 shares; 2025Q2: 786,155 shares; 2025Q3: 815,545 shares 815,545$152M2.01%+29,390Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984,600 shares; 2024Q4: 984,600 shares; 2025Q1: 984,600 shares; 2025Q2: 1,011,427 shares; 2025Q3: 1,011,427 shares 1,011,427$144M1.9%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,081 shares; 2024Q4: 314,821 shares; 2025Q1: 314,108 shares; 2025Q2: 301,367 shares; 2025Q3: 297,144 shares 297,144$143M1.88%-4,223Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179,700 shares; 2024Q4: 2,179,700 shares; 2025Q1: not reported; 2025Q2: 1,190,076 shares; 2025Q3: 1,190,076 shares 1,190,076$133M1.75%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,853 shares; 2024Q4: 455,685 shares; 2025Q1: 402,541 shares; 2025Q2: 377,472 shares; 2025Q3: 418,517 shares 418,517$107M1.41%+41,045Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,498 shares; 2024Q4: 239,848 shares; 2025Q1: 214,909 shares; 2025Q2: 192,760 shares; 2025Q3: 200,498 shares 200,498$104M1.37%+7,738Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,594 shares; 2024Q4: 1,148,367 shares; 2025Q1: 1,328,263 shares; 2025Q2: 1,371,416 shares; 2025Q3: 932,688 shares 932,688$85.6M1.13%-438,728Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,329 shares; 2024Q4: 84,026 shares; 2025Q1: 74,944 shares; 2025Q2: 80,957 shares; 2025Q3: 88,874 shares 88,874$65.3M0.86%+7,917Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,820 shares; 2024Q4: 259,062 shares; 2025Q1: 192,334 shares; 2025Q2: 200,097 shares; 2025Q3: 197,753 shares 197,753$65.2M0.86%-2,344Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,896 shares; 2024Q4: 267,852 shares; 2025Q1: 218,526 shares; 2025Q2: 244,219 shares; 2025Q3: 271,271 shares 271,271$59.6M0.79%+27,052Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661,100 shares 661,100$49.2M0.65%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,879 shares; 2024Q4: 87,674 shares; 2025Q1: 77,740 shares; 2025Q2: 102,359 shares; 2025Q3: 107,908 shares 107,908$48M0.63%+5,549Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,453 shares; 2024Q4: 17,640 shares; 2025Q1: 12,207 shares; 2025Q2: 31,709 shares; 2025Q3: 39,282 shares 39,282$36.4M0.48%+7,573Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,824 shares; 2024Q4: 176,942 shares; 2025Q1: 167,493 shares; 2025Q2: 141,838 shares; 2025Q3: 130,999 shares 130,999$31.8M0.42%-10,839Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,100 shares; 2024Q4: 337,900 shares; 2025Q1: 338,606 shares; 2025Q2: 320,536 shares; 2025Q3: 304,867 shares 304,867$30.5M0.4%-15,669Timeline
QQQINEOS ETF TRUSTQuarterly 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: 558,439 shares 558,439$30.3M0.4%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,599 shares; 2024Q4: 66,813 shares; 2025Q1: 64,823 shares; 2025Q2: 122,593 shares; 2025Q3: 120,026 shares 120,026$29.2M0.39%-2,567Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,760 shares; 2024Q4: 346,740 shares; 2025Q1: 347,742 shares; 2025Q2: 351,395 shares; 2025Q3: 355,687 shares 355,687$28.9M0.38%+4,292Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 12,916 shares; 2025Q1: 11,130 shares; 2025Q2: 20,130 shares; 2025Q3: 23,939 shares 23,939$28.7M0.38%+3,809Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,626 shares; 2024Q4: 218,582 shares; 2025Q1: 275,044 shares; 2025Q2: 527,749 shares; 2025Q3: 812,169 shares 812,169$27.1M0.36%+284,420Timeline
JNKSPDR SERIES TRUSTQuarterly 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: 248,368 shares; 2025Q3: 248,368 shares 248,368$24.3M0.32%0Timeline
SPYINEOS ETF TRUSTQuarterly 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: 411,886 shares 411,886$21.5M0.28%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,667 shares; 2025Q1: 43,540 shares; 2025Q2: 99,491 shares; 2025Q3: 108,660 shares 108,660$19.8M0.26%+9,169Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,361 shares; 2024Q4: 15,132 shares; 2025Q1: 16,043 shares; 2025Q2: 18,355 shares; 2025Q3: 18,100 shares 18,100$19.5M0.26%-255Timeline
SDIVGLOBAL X FDSQuarterly 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: 681,750 shares; 2025Q3: 768,216 shares 768,216$18.4M0.24%+86,466Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922,989 shares; 2024Q4: 1,950,524 shares; 2025Q1: 1,940,828 shares; 2025Q2: 2,036,000 shares; 2025Q3: 2,020,971 shares 2,020,971$13.7M0.18%-15,029Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,092 shares; 2024Q4: 69,737 shares; 2025Q1: 63,407 shares; 2025Q2: 70,893 shares; 2025Q3: 81,573 shares 81,573$13.2M0.17%+10,680Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 23,203 shares; 2025Q1: 22,242 shares; 2025Q2: 24,644 shares; 2025Q3: 25,669 shares 25,669$12.9M0.17%+1,025Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,798 shares; 2024Q4: 139,031 shares; 2025Q1: 139,031 shares; 2025Q2: 131,146 shares; 2025Q3: 131,146 shares 131,146$12.5M0.16%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,808 shares; 2024Q4: 106,102 shares; 2025Q1: 102,230 shares; 2025Q2: 99,888 shares; 2025Q3: 97,390 shares 97,390$11.8M0.16%-2,498Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 18,286 shares; 2025Q1: 22,758 shares; 2025Q2: 42,273 shares; 2025Q3: 64,821 shares 64,821$11.1M0.15%+22,548Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 41,542 shares; 2025Q1: 40,875 shares; 2025Q2: 40,584 shares; 2025Q3: 40,271 shares 40,271$9.74M0.13%-313Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,360 shares; 2024Q4: 90,951 shares; 2025Q1: 89,387 shares; 2025Q2: 92,573 shares; 2025Q3: 93,147 shares 93,147$9.45M0.12%+574Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 16,571 shares; 2025Q1: 16,130 shares; 2025Q2: 15,378 shares; 2025Q3: 15,243 shares 15,243$9.09M0.12%-135Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,756 shares; 2024Q4: 131,063 shares; 2025Q1: 111,119 shares; 2025Q2: 118,536 shares; 2025Q3: 132,683 shares 132,683$9.08M0.12%+14,147Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,426 shares; 2024Q4: 37,515 shares; 2025Q1: 46,160 shares; 2025Q2: 84,940 shares; 2025Q3: 124,905 shares 124,905$8.55M0.11%+39,965Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 26,333 shares; 2025Q1: 26,333 shares; 2025Q2: 26,333 shares; 2025Q3: 26,333 shares 26,333$8.26M0.11%0Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,803 shares; 2024Q4: 32,388 shares; 2025Q1: 42,217 shares; 2025Q2: 80,838 shares; 2025Q3: 124,883 shares 124,883$8.23M0.11%+44,045Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,540 shares; 2024Q4: 267,518 shares; 2025Q1: 262,507 shares; 2025Q2: 276,004 shares; 2025Q3: 277,823 shares 277,823$7.85M0.1%+1,819Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,694 shares; 2025Q1: 1,470 shares; 2025Q2: 51,288 shares; 2025Q3: 70,483 shares 70,483$7.6M0.1%+19,195Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,547 shares; 2024Q4: 104,655 shares; 2025Q1: 104,363 shares; 2025Q2: 104,801 shares; 2025Q3: 104,873 shares 104,873$7.45M0.1%+72Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,036 shares; 2024Q4: 77,117 shares; 2025Q1: 76,888 shares; 2025Q2: 77,049 shares; 2025Q3: 77,103 shares 77,103$7.44M0.1%+54Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,994 shares; 2024Q4: 21,318 shares; 2025Q1: 20,906 shares; 2025Q2: 28,066 shares; 2025Q3: 31,159 shares 31,159$7.21M0.1%+3,093Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,752 shares; 2024Q4: 46,771 shares; 2025Q1: 41,929 shares; 2025Q2: 43,010 shares; 2025Q3: 42,978 shares 42,978$7.15M0.09%-32Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,000 shares; 2024Q4: 99,000 shares; 2025Q1: 99,300 shares; 2025Q2: 197,439 shares; 2025Q3: 202,941 shares 202,941$7.07M0.09%+5,502Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 7,530 shares; 2025Q1: 6,606 shares; 2025Q2: 8,800 shares; 2025Q3: 9,044 shares 9,044$6.9M0.09%+244Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,807 shares; 2024Q4: 25,077 shares; 2025Q1: 22,277 shares; 2025Q2: 20,727 shares; 2025Q3: 21,808 shares 21,808$6.88M0.09%+1,081Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,306 shares; 2024Q4: 106,752 shares; 2025Q1: 105,463 shares; 2025Q2: 104,412 shares; 2025Q3: 111,373 shares 111,373$6.79M0.09%+6,961Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,836 shares; 2024Q4: 52,193 shares; 2025Q1: 59,210 shares; 2025Q2: 70,158 shares; 2025Q3: 75,820 shares 75,820$6.74M0.09%+5,662Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 9,919 shares; 2025Q1: 10,899 shares; 2025Q2: 13,850 shares; 2025Q3: 15,910 shares 15,910$6.59M0.09%+2,060Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 14,471 shares; 2025Q1: 12,996 shares; 2025Q2: 14,250 shares; 2025Q3: 13,805 shares 13,805$6.56M0.09%-445Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,614 shares; 2024Q4: 67,124 shares; 2025Q1: 66,774 shares; 2025Q2: 67,132 shares; 2025Q3: 67,179 shares 67,179$6.26M0.08%+47Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,780 shares; 2024Q4: 105,337 shares; 2025Q1: 98,325 shares; 2025Q2: 98,267 shares; 2025Q3: 98,267 shares 98,267$6.2M0.08%0Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,285 shares; 2024Q4: 113,861 shares; 2025Q1: 113,869 shares; 2025Q2: 106,260 shares; 2025Q3: 106,260 shares 106,260$6.09M0.08%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,305 shares; 2024Q4: 130,047 shares; 2025Q1: 128,171 shares; 2025Q2: 135,807 shares; 2025Q3: 137,445 shares 137,445$6.04M0.08%+1,638Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 14,991 shares; 2025Q1: 12,999 shares; 2025Q2: 25,100 shares; 2025Q3: 24,964 shares 24,964$5.98M0.08%-136Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,423 shares; 2024Q4: 87,911 shares; 2025Q1: 86,977 shares; 2025Q2: 89,494 shares; 2025Q3: 90,211 shares 90,211$5.96M0.08%+717Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,547 shares; 2024Q4: 20,015 shares; 2025Q1: 17,916 shares; 2025Q2: 20,976 shares; 2025Q3: 20,968 shares 20,968$5.92M0.08%-8Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,518 shares; 2024Q4: 41,762 shares; 2025Q1: 36,396 shares; 2025Q2: 41,348 shares; 2025Q3: 41,342 shares 41,342$5.81M0.08%-6Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,687 shares; 2024Q4: 42,768 shares; 2025Q1: 42,560 shares; 2025Q2: 45,735 shares; 2025Q3: 42,522 shares 42,522$5.62M0.07%-3,213Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 15,110 shares; 2025Q1: 14,946 shares; 2025Q2: 41,139 shares; 2025Q3: 46,922 shares 46,922$5.28M0.07%+5,783Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,610 shares; 2025Q1: 6,614 shares; 2025Q2: 7,684 shares; 2025Q3: 7,606 shares 7,606$5.19M0.07%-78Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,909 shares; 2024Q4: 201,501 shares; 2025Q1: 201,978 shares; 2025Q2: 207,110 shares; 2025Q3: 207,816 shares 207,816$5.1M0.07%+706Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,007 shares; 2025Q1: 881 shares; 2025Q2: 942 shares; 2025Q3: 941 shares 941$5.08M0.07%-1Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,676 shares; 2024Q4: 88,869 shares; 2025Q1: 88,364 shares; 2025Q2: 88,651 shares; 2025Q3: 88,765 shares 88,765$5.04M0.07%+114Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,421 shares; 2024Q4: 143,272 shares; 2025Q1: 143,272 shares; 2025Q2: 143,272 shares; 2025Q3: 143,272 shares 143,272$4.95M0.07%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,437 shares; 2024Q4: 26,624 shares; 2025Q1: 26,671 shares; 2025Q2: 24,836 shares; 2025Q3: 24,866 shares 24,866$4.91M0.06%+30Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,540 shares; 2024Q4: 73,199 shares; 2025Q1: 72,518 shares; 2025Q2: 72,281 shares; 2025Q3: 72,419 shares 72,419$4.88M0.06%+138Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,425 shares; 2024Q4: 131,428 shares; 2025Q1: 130,751 shares; 2025Q2: 131,175 shares; 2025Q3: 131,331 shares 131,331$4.88M0.06%+156Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,450 shares; 2024Q4: 23,450 shares; 2025Q1: 23,450 shares; 2025Q2: 23,450 shares; 2025Q3: 23,450 shares 23,450$4.79M0.06%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,802 shares; 2024Q4: 30,721 shares; 2025Q1: 26,641 shares; 2025Q2: 28,412 shares; 2025Q3: 28,586 shares 28,586$4.78M0.06%+174Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,521 shares; 2024Q4: 27,429 shares; 2025Q1: 24,036 shares; 2025Q2: 26,745 shares; 2025Q3: 26,022 shares 26,022$4.78M0.06%-723Timeline
IAUISHARES GOLD TRQuarterly 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: 64,056 shares 64,056$4.66M0.06%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,630 shares; 2024Q4: 27,419 shares; 2025Q1: 23,777 shares; 2025Q2: 22,656 shares; 2025Q3: 22,654 shares 22,654$4.64M0.06%-2Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,103 shares; 2025Q1: 31,286 shares; 2025Q2: 34,720 shares; 2025Q3: 34,599 shares 34,599$4.63M0.06%-121Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,134 shares; 2024Q4: 66,858 shares; 2025Q1: 66,222 shares; 2025Q2: 66,998 shares; 2025Q3: 60,803 shares 60,803$4.62M0.06%-6,195Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 14,218 shares; 2025Q1: 12,750 shares; 2025Q2: 13,042 shares; 2025Q3: 13,457 shares 13,457$4.59M0.06%+415Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,357 shares; 2024Q4: 54,486 shares; 2025Q1: 54,067 shares; 2025Q2: 54,612 shares; 2025Q3: 54,707 shares 54,707$4.57M0.06%+95Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,189 shares; 2024Q4: 50,684 shares; 2025Q1: 51,009 shares; 2025Q2: 50,572 shares; 2025Q3: 50,868 shares 50,868$4.56M0.06%+296Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,709 shares; 2024Q4: 14,126 shares; 2025Q1: 12,338 shares; 2025Q2: 12,458 shares; 2025Q3: 12,654 shares 12,654$4.46M0.06%+196Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,198 shares; 2024Q4: 74,176 shares; 2025Q1: 73,902 shares; 2025Q2: 74,419 shares; 2025Q3: 81,162 shares 81,162$4.41M0.06%+6,743Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 10,293 shares; 2025Q1: 8,955 shares; 2025Q2: 9,862 shares; 2025Q3: 9,850 shares 9,850$4.41M0.06%-12Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,489 shares; 2024Q4: 88,489 shares; 2025Q1: 88,489 shares; 2025Q2: 88,490 shares; 2025Q3: 88,490 shares 88,490$4.41M0.06%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 28,032 shares; 2025Q1: 25,619 shares; 2025Q2: 25,723 shares; 2025Q3: 25,747 shares 25,747$4.38M0.06%+24Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,182 shares; 2024Q4: 23,300 shares; 2025Q1: 22,942 shares; 2025Q2: 22,657 shares; 2025Q3: 22,736 shares 22,736$4.38M0.06%+79Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,348 shares; 2024Q4: 41,922 shares; 2025Q1: 33,392 shares; 2025Q2: 39,094 shares; 2025Q3: 39,049 shares 39,049$4.33M0.06%-45Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,848 shares; 2024Q4: 52,789 shares; 2025Q1: 52,816 shares; 2025Q2: 52,380 shares; 2025Q3: 52,506 shares 52,506$4.32M0.06%+126Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,234 shares; 2024Q4: 46,036 shares; 2025Q1: 40,938 shares; 2025Q2: 41,283 shares; 2025Q3: 38,135 shares 38,135$4.3M0.06%-3,148Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 18,410 shares; 2025Q1: 16,214 shares; 2025Q2: 20,879 shares; 2025Q3: 20,821 shares 20,821$4.24M0.06%-58Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,657 shares; 2024Q4: 59,100 shares; 2025Q1: 57,192 shares; 2025Q2: 57,310 shares; 2025Q3: 62,090 shares 62,090$4.16M0.06%+4,780Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,833 shares; 2024Q4: 127,753 shares; 2025Q1: 117,479 shares; 2025Q2: 127,218 shares; 2025Q3: 128,536 shares 128,536$4.1M0.05%+1,318Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,755 shares; 2024Q4: 28,836 shares; 2025Q1: 31,122 shares; 2025Q2: 31,942 shares; 2025Q3: 32,200 shares 32,200$4.06M0.05%+258Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 19,431 shares; 2025Q1: 16,890 shares; 2025Q2: 18,824 shares; 2025Q3: 19,279 shares 19,279$4.06M0.05%+455Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,477 shares; 2024Q4: 28,522 shares; 2025Q1: 28,405 shares; 2025Q2: 28,625 shares; 2025Q3: 28,655 shares 28,655$4M0.05%+30Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,831 shares; 2024Q4: 129,568 shares; 2025Q1: 113,163 shares; 2025Q2: 122,487 shares; 2025Q3: 117,883 shares 117,883$3.95M0.05%-4,604Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,022 shares; 2024Q4: 70,148 shares; 2025Q1: 69,948 shares; 2025Q2: 70,936 shares; 2025Q3: 71,676 shares 71,676$3.9M0.05%+740Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,036 shares; 2024Q4: 129,932 shares; 2025Q1: 136,864 shares; 2025Q2: 148,309 shares; 2025Q3: 151,424 shares 151,424$3.86M0.05%+3,115Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,443 shares; 2024Q4: 126,353 shares; 2025Q1: 118,570 shares; 2025Q2: 119,305 shares; 2025Q3: 120,342 shares 120,342$3.78M0.05%+1,037Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,924 shares; 2024Q4: 59,372 shares; 2025Q1: 62,141 shares; 2025Q2: 78,146 shares; 2025Q3: 80,686 shares 80,686$3.77M0.05%+2,540Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,887 shares; 2024Q4: 129,968 shares; 2025Q1: 130,816 shares; 2025Q2: 135,186 shares; 2025Q3: 136,692 shares 136,692$3.72M0.05%+1,506Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,447 shares; 2024Q4: 253,788 shares; 2025Q1: 263,346 shares; 2025Q2: 270,558 shares; 2025Q3: 271,485 shares 271,485$3.57M0.05%+927Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,234 shares; 2024Q4: 27,631 shares; 2025Q1: 25,364 shares; 2025Q2: 33,103 shares; 2025Q3: 34,134 shares 34,134$3.52M0.05%+1,031Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 13,876 shares; 2025Q1: not reported; 2025Q2: 13,853 shares; 2025Q3: 17,518 shares 17,518$3.51M0.05%+3,665Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,657 shares; 2025Q1: 6,636 shares; 2025Q2: 8,918 shares; 2025Q3: 8,914 shares 8,914$3.49M0.05%-4Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 18,879 shares; 2025Q1: 16,510 shares; 2025Q2: 18,203 shares; 2025Q3: 18,803 shares 18,803$3.49M0.05%+600Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,767 shares; 2024Q4: 340,890 shares; 2025Q1: 338,526 shares; 2025Q2: 346,351 shares; 2025Q3: 350,933 shares 350,933$3.47M0.05%+4,582Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly 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: 34,786 shares 34,786$3.47M0.05%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,757 shares; 2024Q4: 12,100 shares; 2025Q1: 10,558 shares; 2025Q2: 50,063 shares; 2025Q3: 11,769 shares 11,769$3.45M0.05%-38,294Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,172 shares; 2025Q1: 5,468 shares; 2025Q2: 6,787 shares; 2025Q3: 7,019 shares 7,019$3.44M0.05%+232Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,574 shares; 2025Q1: 5,699 shares; 2025Q2: 5,791 shares; 2025Q3: 5,947 shares 5,947$3.38M0.04%+156Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,279 shares; 2024Q4: 84,811 shares; 2025Q1: 86,758 shares; 2025Q2: 76,278 shares; 2025Q3: 76,278 shares 76,278$3.35M0.04%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,477 shares; 2024Q4: 19,075 shares; 2025Q1: 19,811 shares; 2025Q2: 20,206 shares; 2025Q3: 21,578 shares 21,578$3.35M0.04%+1,372Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 14,384 shares; 2025Q1: 12,473 shares; 2025Q2: 13,502 shares; 2025Q3: 13,631 shares 13,631$3.35M0.04%+129Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 10,013 shares; 2025Q1: 8,678 shares; 2025Q2: 11,423 shares; 2025Q3: 11,801 shares 11,801$3.32M0.04%+378Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,847 shares; 2025Q1: 6,093 shares; 2025Q2: 7,514 shares; 2025Q3: 7,662 shares 7,662$3.1M0.04%+148Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,796 shares; 2024Q4: 96,560 shares; 2025Q1: 98,685 shares; 2025Q2: 99,857 shares; 2025Q3: 85,729 shares 85,729$2.97M0.04%-14,128Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 16,184 shares; 2025Q1: 14,182 shares; 2025Q2: 17,936 shares; 2025Q3: 18,381 shares 18,381$2.82M0.04%+445Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 20,853 shares; 2025Q1: 20,626 shares; 2025Q2: 20,657 shares; 2025Q3: 20,705 shares 20,705$2.8M0.04%+48Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,913 shares; 2024Q4: 245,913 shares; 2025Q1: 245,913 shares; 2025Q2: 245,913 shares; 2025Q3: 245,913 shares 245,913$2.76M0.04%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,230 shares; 2024Q4: 33,263 shares; 2025Q1: 28,848 shares; 2025Q2: 32,532 shares; 2025Q3: 32,467 shares 32,467$2.75M0.04%-65Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,378 shares; 2024Q4: 45,417 shares; 2025Q1: 41,203 shares; 2025Q2: 40,841 shares; 2025Q3: 40,803 shares 40,803$2.74M0.04%-38Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 6,290 shares; 2025Q1: 8,971 shares; 2025Q2: 11,243 shares; 2025Q3: 11,542 shares 11,542$2.74M0.04%+299Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 661 shares; 2025Q1: 639 shares; 2025Q2: 647 shares; 2025Q3: 635 shares 635$2.72M0.04%-12Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,548 shares; 2025Q1: 6,541 shares; 2025Q2: 7,703 shares; 2025Q3: 7,695 shares 7,695$2.7M0.04%-8Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,274 shares; 2024Q4: 34,019 shares; 2025Q1: 34,376 shares; 2025Q2: 34,701 shares; 2025Q3: 34,946 shares 34,946$2.69M0.04%+245Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,108 shares; 2024Q4: 111,493 shares; 2025Q1: 110,859 shares; 2025Q2: 112,381 shares; 2025Q3: 112,567 shares 112,567$2.66M0.04%+186Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 47,054 shares; 2025Q1: 41,360 shares; 2025Q2: 47,192 shares; 2025Q3: 51,476 shares 51,476$2.66M0.04%+4,284Timeline
APPAPPLOVIN CORPQuarterly 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: 3,675 shares 3,675$2.64M0.03%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,925 shares; 2025Q1: 6,866 shares; 2025Q2: 7,284 shares; 2025Q3: 7,524 shares 7,524$2.6M0.03%+240Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,503 shares; 2024Q4: 43,658 shares; 2025Q1: 49,848 shares; 2025Q2: 42,840 shares; 2025Q3: 42,930 shares 42,930$2.56M0.03%+90Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 9,609 shares; 2025Q1: 8,535 shares; 2025Q2: 7,572 shares; 2025Q3: 7,559 shares 7,559$2.49M0.03%-13Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 4,078 shares; 2025Q1: 3,533 shares; 2025Q2: 4,210 shares; 2025Q3: 5,015 shares 5,015$2.47M0.03%+805Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,833 shares; 2024Q4: 9,902 shares; 2025Q1: 7,880 shares; 2025Q2: 6,789 shares; 2025Q3: 9,141 shares 9,141$2.38M0.03%+2,352Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 7,005 shares; 2025Q1: 6,100 shares; 2025Q2: 7,451 shares; 2025Q3: 7,697 shares 7,697$2.32M0.03%+246Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,676 shares; 2024Q4: 38,838 shares; 2025Q1: 33,851 shares; 2025Q2: 37,031 shares; 2025Q3: 36,979 shares 36,979$2.31M0.03%-52Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,916 shares; 2024Q4: 88,310 shares; 2025Q1: 90,627 shares; 2025Q2: 94,363 shares; 2025Q3: 94,848 shares 94,848$2.3M0.03%+485Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 32,180 shares; 2025Q1: 32,292 shares; 2025Q2: 32,797 shares; 2025Q3: 28,136 shares 28,136$2.29M0.03%-4,661Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 984 shares; 2025Q1: 853 shares; 2025Q2: 968 shares; 2025Q3: 958 shares 958$2.24M0.03%-10Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 17,193 shares; 2025Q1: 14,912 shares; 2025Q2: 24,691 shares; 2025Q3: 26,403 shares 26,403$2.22M0.03%+1,712Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,006 shares; 2024Q4: 23,732 shares; 2025Q1: 20,580 shares; 2025Q2: 25,309 shares; 2025Q3: 25,277 shares 25,277$2.13M0.03%-32Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,685 shares; 2025Q1: 8,438 shares; 2025Q2: 9,969 shares; 2025Q3: 12,287 shares 12,287$2.06M0.03%+2,318Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,731 shares; 2024Q4: 25,885 shares; 2025Q1: 22,840 shares; 2025Q2: 25,768 shares; 2025Q3: 24,411 shares 24,411$2.05M0.03%-1,357Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 26,050 shares; 2025Q1: 22,812 shares; 2025Q2: 29,610 shares; 2025Q3: 30,576 shares 30,576$2.03M0.03%+966Timeline
HYZDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,699 shares; 2024Q4: 34,692 shares; 2025Q1: 36,446 shares; 2025Q2: 38,354 shares; 2025Q3: 87,540 shares 87,540$1.97M0.03%+49,186Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,841 shares; 2025Q1: 1,593 shares; 2025Q2: 2,365 shares; 2025Q3: 7,180 shares 7,180$1.95M0.03%+4,815Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,555 shares; 2024Q4: 9,985 shares; 2025Q1: 8,464 shares; 2025Q2: 9,533 shares; 2025Q3: 9,439 shares 9,439$1.94M0.03%-94Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,276 shares; 2024Q4: 178,927 shares; 2025Q1: 178,927 shares; 2025Q2: 178,927 shares; 2025Q3: 178,927 shares 178,927$1.91M0.03%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 6,057 shares; 2025Q1: 5,279 shares; 2025Q2: 6,425 shares; 2025Q3: 6,758 shares 6,758$1.91M0.03%+333Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,147 shares; 2024Q4: 17,193 shares; 2025Q1: 17,985 shares; 2025Q2: 23,275 shares; 2025Q3: 22,810 shares 22,810$1.89M0.03%-465Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,871 shares; 2024Q4: 10,406 shares; 2025Q1: 9,558 shares; 2025Q2: 11,279 shares; 2025Q3: 11,651 shares 11,651$1.89M0.02%+372Timeline
VSTVISTRA CORPQuarterly 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: 8,379 shares; 2025Q3: 9,564 shares 9,564$1.87M0.02%+1,185Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,132 shares; 2024Q4: 57,852 shares; 2025Q1: 50,180 shares; 2025Q2: 52,672 shares; 2025Q3: 52,598 shares 52,598$1.87M0.02%-74Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,795 shares; 2024Q4: 136,795 shares; 2025Q1: 136,795 shares; 2025Q2: 136,795 shares; 2025Q3: 136,795 shares 136,795$1.86M0.02%0Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 17,504 shares; 2025Q1: 15,887 shares; 2025Q2: 18,666 shares; 2025Q3: 18,877 shares 18,877$1.86M0.02%+211Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,356 shares; 2025Q1: 2,987 shares; 2025Q2: 3,504 shares; 2025Q3: 3,872 shares 3,872$1.85M0.02%+368Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,961 shares; 2025Q1: 5,169 shares; 2025Q2: 5,766 shares; 2025Q3: 5,758 shares 5,758$1.83M0.02%-8Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,242 shares; 2025Q1: 1,952 shares; 2025Q2: 2,276 shares; 2025Q3: 2,272 shares 2,272$1.81M0.02%-4Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 14,386 shares; 2025Q1: 12,546 shares; 2025Q2: 13,797 shares; 2025Q3: 13,639 shares 13,639$1.8M0.02%-158Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 11,601 shares; 2025Q1: 10,348 shares; 2025Q2: 12,973 shares; 2025Q3: 13,400 shares 13,400$1.79M0.02%+427Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,782 shares; 2025Q1: 8,360 shares; 2025Q2: 9,161 shares; 2025Q3: 9,262 shares 9,262$1.78M0.02%+101Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,102 shares; 2025Q1: 2,709 shares; 2025Q2: 3,067 shares; 2025Q3: 3,040 shares 3,040$1.71M0.02%-27Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 36,374 shares; 2025Q1: 33,569 shares; 2025Q2: 29,358 shares; 2025Q3: 37,775 shares 37,775$1.7M0.02%+8,417Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,903 shares; 2025Q1: 4,265 shares; 2025Q2: 5,453 shares; 2025Q3: 5,525 shares 5,525$1.68M0.02%+72Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 12,078 shares; 2025Q1: 13,597 shares; 2025Q2: 19,402 shares; 2025Q3: 22,959 shares 22,959$1.64M0.02%+3,557Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,291 shares; 2025Q1: 6,320 shares; 2025Q2: 6,209 shares; 2025Q3: 6,203 shares 6,203$1.62M0.02%-6Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,105 shares; 2024Q4: 19,694 shares; 2025Q1: 17,077 shares; 2025Q2: 19,069 shares; 2025Q3: 19,002 shares 19,002$1.6M0.02%-67Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 16,551 shares; 2025Q1: 14,350 shares; 2025Q2: 32,268 shares; 2025Q3: 32,236 shares 32,236$1.58M0.02%-32Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 19,313 shares; 2025Q1: 19,313 shares; 2025Q2: 19,313 shares; 2025Q3: 19,313 shares 19,313$1.57M0.02%0Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: 24,366 shares; 2025Q1: 24,923 shares; 2025Q2: 31,299 shares; 2025Q3: 30,905 shares 30,905$1.54M0.02%-394Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,661 shares; 2025Q1: 2,309 shares; 2025Q2: 2,979 shares; 2025Q3: 3,075 shares 3,075$1.49M0.02%+96Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,854 shares; 2024Q4: 12,611 shares; 2025Q1: 11,146 shares; 2025Q2: 14,606 shares; 2025Q3: 15,086 shares 15,086$1.48M0.02%+480Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,244 shares; 2025Q1: 9,153 shares; 2025Q2: 10,428 shares; 2025Q3: 9,114 shares 9,114$1.45M0.02%-1,314Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,906 shares; 2025Q1: 13,040 shares; 2025Q2: 15,949 shares; 2025Q3: 19,047 shares 19,047$1.44M0.02%+3,098Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,940 shares; 2025Q1: 2,546 shares; 2025Q2: 2,880 shares; 2025Q3: 2,868 shares 2,868$1.43M0.02%-12Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 12,183 shares; 2025Q1: 10,655 shares; 2025Q2: 11,796 shares; 2025Q3: 11,754 shares 11,754$1.43M0.02%-42Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,279 shares; 2025Q1: 1,110 shares; 2025Q2: 1,465 shares; 2025Q3: 1,513 shares 1,513$1.39M0.02%+48Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 11,479 shares; 2025Q1: 10,414 shares; 2025Q2: 11,624 shares; 2025Q3: 12,002 shares 12,002$1.37M0.02%+378Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,553 shares; 2025Q1: 4,815 shares; 2025Q2: 5,714 shares; 2025Q3: 5,698 shares 5,698$1.37M0.02%-16Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 9,589 shares; 2025Q1: 8,316 shares; 2025Q2: 8,977 shares; 2025Q3: 8,965 shares 8,965$1.37M0.02%-12Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,308 shares; 2024Q4: 16,809 shares; 2025Q1: 14,577 shares; 2025Q2: 16,949 shares; 2025Q3: 16,917 shares 16,917$1.36M0.02%-32Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 832 shares; 2025Q2: 1,144 shares; 2025Q3: 1,162 shares 1,162$1.35M0.02%+18Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 9,396 shares; 2025Q1: 8,836 shares; 2025Q2: 14,076 shares; 2025Q3: 14,276 shares 14,276$1.35M0.02%+200Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,189 shares; 2024Q4: 30,082 shares; 2025Q1: 26,085 shares; 2025Q2: 27,360 shares; 2025Q3: 27,304 shares 27,304$1.33M0.02%-56Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,756 shares; 2025Q1: 3,288 shares; 2025Q2: 3,818 shares; 2025Q3: 3,929 shares 3,929$1.31M0.02%+111Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,304 shares; 2025Q1: 1,997 shares; 2025Q2: 2,035 shares; 2025Q3: 2,029 shares 2,029$1.3M0.02%-6Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 13,358 shares; 2025Q1: 13,067 shares; 2025Q2: 12,239 shares; 2025Q3: 10,921 shares 10,921$1.29M0.02%-1,318Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,678 shares; 2025Q1: 1,459 shares; 2025Q2: 1,952 shares; 2025Q3: 2,095 shares 2,095$1.29M0.02%+143Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 15,425 shares; 2025Q1: 13,382 shares; 2025Q2: 19,017 shares; 2025Q3: 18,924 shares 18,924$1.27M0.02%-93Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,663 shares; 2025Q1: 6,671 shares; 2025Q2: 8,640 shares; 2025Q3: 8,701 shares 8,701$1.26M0.02%+61Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,448 shares; 2025Q1: 6,453 shares; 2025Q2: 6,137 shares; 2025Q3: 6,125 shares 6,125$1.24M0.02%-12Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,790 shares; 2025Q1: 5,021 shares; 2025Q2: 5,440 shares; 2025Q3: 5,378 shares 5,378$1.22M0.02%-62Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 7,017 shares; 2025Q1: 4,076 shares; 2025Q2: 5,029 shares; 2025Q3: 4,494 shares 4,494$1.22M0.02%-535Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,727 shares; 2025Q1: 5,828 shares; 2025Q2: 8,295 shares; 2025Q3: 8,283 shares 8,283$1.18M0.02%-12Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 15,920 shares; 2025Q1: 13,819 shares; 2025Q2: 12,872 shares; 2025Q3: 12,856 shares 12,856$1.17M0.02%-16Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,028 shares; 2025Q1: 7,850 shares; 2025Q2: 8,162 shares; 2025Q3: 8,210 shares 8,210$1.16M0.02%+48Timeline
MSTRSTRATEGY INCQuarterly 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: 1,171 shares; 2025Q2: not reported; 2025Q3: 3,584 shares 3,584$1.15M0.02%newTimeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 19,949 shares; 2025Q1: 18,630 shares; 2025Q2: 23,215 shares; 2025Q3: 25,514 shares 25,514$1.15M0.02%+2,299Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,857 shares; 2025Q1: 3,520 shares; 2025Q2: 4,410 shares; 2025Q3: 4,548 shares 4,548$1.14M0.02%+138Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 6,479 shares; 2025Q1: 6,137 shares; 2025Q2: 7,734 shares; 2025Q3: 7,987 shares 7,987$1.14M0.02%+253Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 11,475 shares; 2025Q1: 11,116 shares; 2025Q2: 11,697 shares; 2025Q3: 11,793 shares 11,793$1.14M0.02%+96Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,351 shares; 2025Q1: 3,771 shares; 2025Q2: 4,435 shares; 2025Q3: 4,579 shares 4,579$1.13M0.01%+144Timeline
HYHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,068 shares; 2024Q4: 12,061 shares; 2025Q1: 12,659 shares; 2025Q2: 13,313 shares; 2025Q3: 17,241 shares 17,241$1.12M0.01%+3,928Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 9,095 shares; 2025Q1: 9,095 shares; 2025Q2: 10,553 shares; 2025Q3: 10,519 shares 10,519$1.12M0.01%-34Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 8,944 shares; 2025Q1: 7,755 shares; 2025Q2: 8,808 shares; 2025Q3: 8,796 shares 8,796$1.11M0.01%-12Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,027 shares; 2025Q1: 1,773 shares; 2025Q2: 2,199 shares; 2025Q3: 2,267 shares 2,267$1.1M0.01%+68Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,525 shares; 2025Q1: 2,393 shares; 2025Q2: 2,857 shares; 2025Q3: 2,947 shares 2,947$1.1M0.01%+90Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,576 shares; 2025Q1: 3,099 shares; 2025Q2: 4,928 shares; 2025Q3: 5,090 shares 5,090$1.1M0.01%+162Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,732 shares; 2024Q4: 23,580 shares; 2025Q1: 20,390 shares; 2025Q2: 23,910 shares; 2025Q3: 24,163 shares 24,163$1.09M0.01%+253Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 9,431 shares; 2025Q1: 8,177 shares; 2025Q2: 10,753 shares; 2025Q3: 11,107 shares 11,107$1.08M0.01%+354Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,775 shares; 2025Q1: 3,274 shares; 2025Q2: 4,267 shares; 2025Q3: 4,387 shares 4,387$1.08M0.01%+120Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 9,081 shares; 2025Q1: 8,037 shares; 2025Q2: 10,849 shares; 2025Q3: 11,203 shares 11,203$1.07M0.01%+354Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,990 shares; 2025Q1: 3,464 shares; 2025Q2: 4,405 shares; 2025Q3: 4,517 shares 4,517$1.07M0.01%+112Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,249 shares; 2024Q4: 11,215 shares; 2025Q1: 10,998 shares; 2025Q2: 5,349 shares; 2025Q3: 5,403 shares 5,403$1.06M0.01%+54Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 11,216 shares; 2025Q1: 9,727 shares; 2025Q2: 12,524 shares; 2025Q3: 12,472 shares 12,472$1.05M0.01%-52Timeline
XLUSELECT SECTOR SPDR TRQuarterly 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: 12,264 shares; 2025Q3: 11,945 shares 11,945$1.04M0.01%-319Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,492 shares; 2025Q1: 3,523 shares; 2025Q2: 1,944 shares; 2025Q3: 2,026 shares 2,026$1.01M0.01%+82Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,104 shares; 2025Q1: 5,381 shares; 2025Q2: 6,350 shares; 2025Q3: 6,836 shares 6,836$996K0.01%+486Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,502 shares; 2025Q1: 3,912 shares; 2025Q2: 4,932 shares; 2025Q3: 5,023 shares 5,023$996K0.01%+91Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,181 shares; 2025Q1: 7,956 shares; 2025Q2: 9,766 shares; 2025Q3: 10,090 shares 10,090$961K0.01%+324Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,368 shares; 2024Q4: 10,681 shares; 2025Q1: 9,268 shares; 2025Q2: 12,753 shares; 2025Q3: 12,737 shares 12,737$957K0.01%-16Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,294 shares; 2025Q1: 5,471 shares; 2025Q2: 6,213 shares; 2025Q3: 8,329 shares 8,329$954K0.01%+2,116Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 7,458 shares; 2025Q1: 6,464 shares; 2025Q2: 7,461 shares; 2025Q3: 7,707 shares 7,707$954K0.01%+246Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,369 shares; 2025Q1: 3,789 shares; 2025Q2: 5,992 shares; 2025Q3: 5,972 shares 5,972$954K0.01%-20Timeline
XLPSELECT SECTOR SPDR TRQuarterly 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: 12,085 shares; 2025Q3: 12,118 shares 12,118$950K0.01%+33Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,710 shares; 2024Q4: 31,108 shares; 2025Q1: 30,389 shares; 2025Q2: 34,620 shares; 2025Q3: 36,145 shares 36,145$941K0.01%+1,525Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 15,393 shares; 2025Q1: 13,348 shares; 2025Q2: 14,447 shares; 2025Q3: 14,435 shares 14,435$927K0.01%-12Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,262 shares; 2025Q1: 3,708 shares; 2025Q2: 3,791 shares; 2025Q3: 3,682 shares 3,682$926K0.01%-109Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,481 shares; 2025Q1: 2,149 shares; 2025Q2: 4,092 shares; 2025Q3: 4,224 shares 4,224$898K0.01%+132Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,637 shares; 2025Q1: 4,011 shares; 2025Q2: 4,918 shares; 2025Q3: 5,070 shares 5,070$866K0.01%+152Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 2,917 shares; 2025Q2: 3,604 shares; 2025Q3: 3,060 shares 3,060$864K0.01%-544Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,201 shares; 2025Q1: 1,916 shares; 2025Q2: 2,302 shares; 2025Q3: 2,310 shares 2,310$854K0.01%+8Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,705 shares; 2025Q1: 1,497 shares; 2025Q2: 1,776 shares; 2025Q3: 1,830 shares 1,830$837K0.01%+54Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,206 shares; 2024Q4: 25,993 shares; 2025Q1: 22,540 shares; 2025Q2: 105,742 shares; 2025Q3: 32,102 shares 32,102$819K0.01%-73,640Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 5,257 shares; 2025Q1: 4,725 shares; 2025Q2: 5,315 shares; 2025Q3: 6,577 shares 6,577$814K0.01%+1,262Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 7,470 shares; 2025Q1: 6,759 shares; 2025Q2: 8,725 shares; 2025Q3: 8,561 shares 8,561$811K0.01%-164Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 4,313 shares; 2025Q1: 4,498 shares; 2025Q2: 5,452 shares; 2025Q3: 5,605 shares 5,605$795K0.01%+153Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,942 shares; 2024Q4: 54,077 shares; 2025Q1: 56,405 shares; 2025Q2: 62,097 shares; 2025Q3: 64,670 shares 64,670$773K0.01%+2,573Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,182 shares; 2025Q1: 6,937 shares; 2025Q2: 8,398 shares; 2025Q3: 9,254 shares 9,254$773K0.01%+856Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 3,100 shares; 2025Q1: 2,755 shares; 2025Q2: 3,689 shares; 2025Q3: 3,793 shares 3,793$764K0.01%+104Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,368 shares; 2025Q1: 2,984 shares; 2025Q2: 4,114 shares; 2025Q3: 4,247 shares 4,247$756K0.01%+133Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 2,537 shares; 2025Q1: 1,277 shares; 2025Q2: 2,913 shares; 2025Q3: 3,152 shares 3,152$743K0.01%+239Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,244 shares; 2025Q1: 1,949 shares; 2025Q2: 2,638 shares; 2025Q3: 2,722 shares 2,722$735K0.01%+84Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 888 shares; 2025Q1: 770 shares; 2025Q2: 858 shares; 2025Q3: 939 shares 939$725K0.01%+81Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,863 shares; 2025Q1: 2,480 shares; 2025Q2: 2,565 shares; 2025Q3: 2,561 shares 2,561$705K0.01%-4Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,483 shares; 2025Q1: 4,752 shares; 2025Q2: 4,808 shares; 2025Q3: 4,787 shares 4,787$674K0.01%-21Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,524 shares; 2025Q1: 1,318 shares; 2025Q2: 1,659 shares; 2025Q3: 2,063 shares 2,063$667K0.01%+404Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,959 shares; 2024Q4: 23,650 shares; 2025Q1: 23,650 shares; 2025Q2: 26,775 shares; 2025Q3: 26,689 shares 26,689$665K0.01%-86Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 833 shares; 2025Q1: 756 shares; 2025Q2: 852 shares; 2025Q3: 876 shares 876$664K0.01%+24Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 3,084 shares; 2025Q1: 2,683 shares; 2025Q2: 6,591 shares; 2025Q3: 7,330 shares 7,330$657K0.01%+739Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,455 shares; 2025Q1: 2,127 shares; 2025Q2: 5,739 shares; 2025Q3: 6,299 shares 6,299$653K0.01%+560Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,598 shares; 2025Q1: 3,294 shares; 2025Q2: 3,587 shares; 2025Q3: 2,941 shares 2,941$649K0.01%-646Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,728 shares; 2025Q1: not reported; 2025Q2: 11,758 shares; 2025Q3: 12,136 shares 12,136$645K0.01%+378Timeline
ESEVERSOURCE ENERGYQuarterly 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: 7,830 shares; 2025Q2: 8,693 shares; 2025Q3: 9,024 shares 9,024$642K0.01%+331Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,653 shares; 2025Q1: 4,900 shares; 2025Q2: 7,316 shares; 2025Q3: 7,556 shares 7,556$637K0.01%+240Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,524 shares; 2024Q4: 19,404 shares; 2025Q1: 20,377 shares; 2025Q2: 23,175 shares; 2025Q3: 23,739 shares 23,739$626K0.01%+564Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,315 shares; 2025Q1: 1,130 shares; 2025Q2: 1,444 shares; 2025Q3: 2,242 shares 2,242$611K0.01%+798Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 958 shares; 2025Q1: 829 shares; 2025Q2: 973 shares; 2025Q3: 1,003 shares 1,003$611K0.01%+30Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,846 shares; 2025Q1: 14,334 shares; 2025Q2: 14,742 shares; 2025Q3: 8,003 shares 8,003$603K0.01%-6,739Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,921 shares; 2025Q1: 9,468 shares; 2025Q2: 8,934 shares; 2025Q3: 8,922 shares 8,922$600K0.01%-12Timeline
FEFIRSTENERGY CORPQuarterly 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: 12,962 shares 12,962$594K0.01%newTimeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,007 shares; 2025Q1: 1,742 shares; 2025Q2: 1,826 shares; 2025Q3: 2,060 shares 2,060$594K0.01%+234Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,511 shares; 2025Q1: 3,042 shares; 2025Q2: 3,401 shares; 2025Q3: 3,509 shares 3,509$591K0.01%+108Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,025 shares; 2025Q1: 3,483 shares; 2025Q2: 4,248 shares; 2025Q3: 4,564 shares 4,564$588K0.01%+316Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,444 shares; 2025Q1: 1,250 shares; 2025Q2: 1,420 shares; 2025Q3: 1,712 shares 1,712$584K0.01%+292Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,566 shares; 2025Q1: 1,516 shares; 2025Q2: 1,330 shares; 2025Q3: 1,366 shares 1,366$582K0.01%+36Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,115 shares; 2024Q4: 15,579 shares; 2025Q1: 13,505 shares; 2025Q2: 11,889 shares; 2025Q3: 11,875 shares 11,875$582K0.01%-14Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 4,075 shares; 2025Q1: 3,554 shares; 2025Q2: 4,310 shares; 2025Q3: 4,448 shares 4,448$578K0.01%+138Timeline
HALHALLIBURTON COQuarterly 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: 23,425 shares 23,425$576K0.01%newTimeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,318 shares; 2025Q1: 3,743 shares; 2025Q2: not reported; 2025Q3: 4,741 shares 4,741$568K0.01%newTimeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 2,193 shares; 2025Q1: 1,487 shares; 2025Q2: 1,783 shares; 2025Q3: 1,816 shares 1,816$562K0.01%+33Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,016 shares; 2025Q3: 5,382 shares 5,382$552K0.01%+366Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,427 shares; 2025Q1: 1,236 shares; 2025Q2: 1,272 shares; 2025Q3: 1,302 shares 1,302$549K0.01%+30Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,141 shares; 2024Q4: 27,043 shares; 2025Q1: 13,009 shares; 2025Q2: 14,768 shares; 2025Q3: 15,629 shares 15,629$548K0.01%+861Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,054 shares; 2025Q1: 931 shares; 2025Q2: 1,167 shares; 2025Q3: 1,198 shares 1,198$548K0.01%+31Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 3,448 shares; 2025Q1: 3,025 shares; 2025Q2: 3,391 shares; 2025Q3: 3,500 shares 3,500$543K0.01%+109Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,321 shares; 2024Q4: 12,652 shares; 2025Q1: 11,548 shares; 2025Q2: 12,715 shares; 2025Q3: 8,556 shares 8,556$542K0.01%-4,159Timeline
BOXXEA SERIES TRUSTQuarterly 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: 4,729 shares 4,729$538K0.01%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,670 shares; 2025Q1: 2,312 shares; 2025Q2: 2,582 shares; 2025Q3: 2,666 shares 2,666$536K0.01%+84Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 6,060 shares; 2025Q1: 6,761 shares; 2025Q2: 8,385 shares; 2025Q3: 9,636 shares 9,636$533K0.01%+1,251Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,489 shares; 2025Q1: 1,311 shares; 2025Q2: 1,494 shares; 2025Q3: 1,535 shares 1,535$532K0.01%+41Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 8,263 shares; 2025Q1: 7,157 shares; 2025Q2: 7,340 shares; 2025Q3: 7,580 shares 7,580$529K0.01%+240Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,594 shares; 2025Q3: 6,433 shares 6,433$524K0.01%+839Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,949 shares; 2025Q1: 1,689 shares; 2025Q2: 1,941 shares; 2025Q3: 2,001 shares 2,001$522K0.01%+60Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 582 shares; 2025Q1: 505 shares; 2025Q2: 649 shares; 2025Q3: 664 shares 664$520K0.01%+15Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,463 shares; 2025Q1: 1,389 shares; 2025Q2: 1,655 shares; 2025Q3: 1,703 shares 1,703$512K0.01%+48Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly 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: 10,763 shares; 2025Q2: 10,763 shares; 2025Q3: 10,763 shares 10,763$511K0.01%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,936 shares; 2025Q1: 4,278 shares; 2025Q2: 4,541 shares; 2025Q3: 4,691 shares 4,691$511K0.01%+150Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 276 shares; 2025Q1: 238 shares; 2025Q2: 372 shares; 2025Q3: 384 shares 384$506K0.01%+12Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,611 shares 3,611$500K0.01%+566Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,338 shares; 2025Q1: 1,157 shares; 2025Q2: 1,478 shares; 2025Q3: 1,526 shares 1,526$494K0.01%+48Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,611 shares; 2025Q1: 2,264 shares; 2025Q2: 2,191 shares; 2025Q3: 2,499 shares 2,499$490K0.01%+308Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,003 shares; 2025Q1: 867 shares; 2025Q2: 997 shares; 2025Q3: 1,027 shares 1,027$489K0.01%+30Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,302 shares; 2025Q2: 14,179 shares; 2025Q3: 14,091 shares 14,091$474K0.01%-88Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,400 shares; 2025Q1: 1,251 shares; 2025Q2: 1,462 shares; 2025Q3: 1,499 shares 1,499$468K0.01%+37Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,569 shares; 2025Q1: 4,826 shares; 2025Q2: 5,707 shares; 2025Q3: 5,857 shares 5,857$468K0.01%+150Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,707 shares; 2025Q1: 3,211 shares; 2025Q2: 3,454 shares; 2025Q3: 3,568 shares 3,568$468K0.01%+114Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 3,163 shares; 2025Q1: 2,780 shares; 2025Q2: 3,103 shares; 2025Q3: 3,153 shares 3,153$461K0.01%+50Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 15,528 shares; 2025Q1: 15,419 shares; 2025Q2: 9,243 shares; 2025Q3: 9,543 shares 9,543$461K0.01%+300Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: 1,782 shares; 2025Q2: 2,076 shares; 2025Q3: 2,142 shares 2,142$460K0.01%+66Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,035 shares; 2025Q1: 1,768 shares; 2025Q2: 2,089 shares; 2025Q3: 2,655 shares 2,655$459K0.01%+566Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,560 shares; 2025Q2: 1,971 shares; 2025Q3: 2,031 shares 2,031$458K0.01%+60Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,234 shares; 2025Q1: 1,101 shares; 2025Q2: 1,210 shares; 2025Q3: 1,496 shares 1,496$457K0.01%+286Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 14,912 shares; 2025Q1: 5,842 shares; 2025Q2: 7,036 shares; 2025Q3: 4,069 shares 4,069$456K0.01%-2,967Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,907 shares; 2025Q1: 4,264 shares; 2025Q2: 5,435 shares; 2025Q3: 5,945 shares 5,945$450K0.01%+510Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 10,385 shares; 2025Q1: 12,367 shares; 2025Q2: 15,970 shares; 2025Q3: 19,325 shares 19,325$443K0.01%+3,355Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,054 shares; 2025Q1: 1,781 shares; 2025Q2: 2,290 shares; 2025Q3: 2,362 shares 2,362$442K0.01%+72Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,746 shares; 2025Q1: 11,809 shares; 2025Q2: 13,966 shares; 2025Q3: 15,753 shares 15,753$440K0.01%+1,787
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,079 shares; 2025Q2: 1,214 shares; 2025Q3: 1,228 shares 1,228$438K0.01%+14Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,371 shares; 2025Q1: 1,190 shares; 2025Q2: 1,248 shares; 2025Q3: 1,284 shares 1,284$433K0.01%+36Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,630 shares; 2025Q1: 1,409 shares; 2025Q2: 1,522 shares; 2025Q3: 1,570 shares 1,570$430K0.01%+48Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,743 shares; 2025Q1: 6,736 shares; 2025Q2: 8,568 shares; 2025Q3: 10,944 shares 10,944$429K0.01%+2,376Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,413 shares; 2025Q1: 3,823 shares; 2025Q2: 3,765 shares; 2025Q3: 3,885 shares 3,885$427K0.01%+120Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly 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: 4,812 shares; 2025Q2: 5,292 shares; 2025Q3: 5,593 shares 5,593$416K0.01%+301Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,815 shares; 2025Q1: 7,640 shares; 2025Q2: 8,724 shares; 2025Q3: 9,012 shares 9,012$412K0.01%+288Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,501 shares; 2025Q1: 1,329 shares; 2025Q2: 1,423 shares; 2025Q3: 1,465 shares 1,465$409K0.01%+42Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,217 shares; 2025Q1: 1,922 shares; 2025Q2: 2,109 shares; 2025Q3: 2,175 shares 2,175$408K0.01%+66Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,736 shares; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 4,906 shares 4,906$402K0.01%+156Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,492 shares; 2025Q1: 2,160 shares; 2025Q2: 2,269 shares; 2025Q3: 2,243 shares 2,243$399K0.01%-26Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 526 shares; 2025Q1: 467 shares; 2025Q2: 536 shares; 2025Q3: 548 shares 548$393K0.01%+12Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,425 shares; 2025Q1: 3,838 shares; 2025Q2: 4,376 shares; 2025Q3: 4,326 shares 4,326$391K0.01%-50Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 854 shares 854$389K0.01%+24Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,843 shares; 2025Q1: 2,462 shares; 2025Q2: 2,761 shares; 2025Q3: 2,851 shares 2,851$388K0.01%+90Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,456 shares; 2025Q1: 3,964 shares; 2025Q2: 6,127 shares; 2025Q3: 6,331 shares 6,331$385K0.01%+204Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 412 shares; 2025Q1: 356 shares; 2025Q2: 383 shares; 2025Q3: 395 shares 395$377K<0.01%+12Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,594 shares; 2025Q1: 1,382 shares; 2025Q2: 1,411 shares; 2025Q3: 1,453 shares 1,453$377K<0.01%+42Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,149 shares; 2025Q1: 4,464 shares; 2025Q2: 3,903 shares; 2025Q3: 5,529 shares 5,529$374K<0.01%+1,626Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,711 shares; 2025Q1: 1,510 shares; 2025Q2: 1,685 shares; 2025Q3: 1,739 shares 1,739$373K<0.01%+54Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,594 shares; 2025Q1: 8,317 shares; 2025Q2: 9,195 shares; 2025Q3: 9,501 shares 9,501$373K<0.01%+306Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,037 shares; 2024Q4: 13,752 shares; 2025Q1: 11,919 shares; 2025Q2: 12,678 shares; 2025Q3: 13,098 shares 13,098$371K<0.01%+420Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,559 shares; 2025Q1: 4,330 shares; 2025Q2: 4,579 shares; 2025Q3: 4,717 shares 4,717$370K<0.01%+138Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,800 shares; 2025Q1: 5,327 shares; 2025Q2: 5,493 shares; 2025Q3: 3,313 shares 3,313$370K<0.01%-2,180Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,130 shares; 2025Q1: 3,581 shares; 2025Q2: 3,980 shares; 2025Q3: 4,112 shares 4,112$370K<0.01%+132Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 885 shares; 2025Q1: 768 shares; 2025Q2: 839 shares; 2025Q3: 863 shares 863$365K<0.01%+24Timeline
MAAMID-AMER APT CMNTYS INCQuarterly 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: 2,533 shares 2,533$354K<0.01%newTimeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,723 shares; 2025Q1: 2,349 shares; 2025Q2: 2,606 shares; 2025Q3: 2,650 shares 2,650$353K<0.01%+44Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,483 shares; 2025Q1: 1,282 shares; 2025Q2: 1,440 shares; 2025Q3: 1,488 shares 1,488$350K<0.01%+48Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,180 shares; 2025Q1: not reported; 2025Q2: 6,262 shares; 2025Q3: 7,712 shares 7,712$349K<0.01%+1,450Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,269 shares; 2025Q1: 34,508 shares; 2025Q2: 39,143 shares; 2025Q3: 42,570 shares 42,570$348K<0.01%+3,427
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 6,922 shares; 2025Q1: 4,946 shares; 2025Q2: 5,479 shares; 2025Q3: 5,659 shares 5,659$346K<0.01%+180Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,398 shares; 2025Q1: 2,105 shares; 2025Q2: 2,261 shares; 2025Q3: 2,114 shares 2,114$333K<0.01%-147Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,231 shares; 2025Q1: 1,068 shares; 2025Q2: 1,370 shares; 2025Q3: 1,412 shares 1,412$324K<0.01%+42Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 3,153 shares; 2025Q1: 4,460 shares; 2025Q2: 5,862 shares; 2025Q3: 6,574 shares 6,574$322K<0.01%+712Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 4,005 shares; 2025Q1: 3,472 shares; 2025Q2: 4,004 shares; 2025Q3: 4,136 shares 4,136$322K<0.01%+132Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,746 shares; 2025Q1: not reported; 2025Q2: 4,301 shares; 2025Q3: 4,439 shares 4,439$321K<0.01%+138Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,671 shares; 2025Q1: 5,145 shares; 2025Q2: 5,920 shares; 2025Q3: 4,346 shares 4,346$317K<0.01%-1,574Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 660 shares; 2025Q1: 571 shares; 2025Q2: 633 shares; 2025Q3: 644 shares 644$316K<0.01%+11Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 9,177 shares; 2025Q1: 7,971 shares; 2025Q2: 8,877 shares; 2025Q3: 9,165 shares 9,165$315K<0.01%+288Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly 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: 974 shares; 2025Q2: 1,176 shares; 2025Q3: 1,212 shares 1,212$313K<0.01%+36Timeline
LKQLKQ CORPQuarterly 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: 8,813 shares; 2025Q2: not reported; 2025Q3: 10,246 shares 10,246$313K<0.01%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,635 shares; 2025Q1: 5,033 shares; 2025Q2: 4,988 shares; 2025Q3: 5,144 shares 5,144$307K<0.01%+156Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 7,467 shares; 2025Q1: 2,103 shares; 2025Q2: 1,757 shares; 2025Q3: 1,796 shares 1,796$304K<0.01%+39Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,359 shares; 2024Q4: 17,034 shares; 2025Q1: 14,864 shares; 2025Q2: 15,085 shares; 2025Q3: 15,559 shares 15,559$304K<0.01%+474Timeline
EMNEASTMAN CHEM COQuarterly 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: 4,779 shares 4,779$301K<0.01%newTimeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,503 shares; 2025Q1: 1,300 shares; 2025Q2: 1,609 shares; 2025Q3: 1,780 shares 1,780$298K<0.01%+171Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,045 shares; 2025Q1: 906 shares; 2025Q2: 1,000 shares; 2025Q3: 1,030 shares 1,030$298K<0.01%+30Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,501 shares; 2025Q1: 1,301 shares; 2025Q2: 1,517 shares; 2025Q3: 1,565 shares 1,565$294K<0.01%+48Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 250 shares; 2025Q1: 218 shares; 2025Q2: 301 shares; 2025Q3: 307 shares 307$293K<0.01%+6Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,120 shares; 2025Q1: 1,837 shares; 2025Q2: 2,253 shares; 2025Q3: 2,325 shares 2,325$289K<0.01%+72Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,095 shares; 2025Q1: 948 shares; 2025Q2: 1,130 shares; 2025Q3: 1,166 shares 1,166$287K<0.01%+36Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,841 shares; 2025Q1: 1,602 shares; 2025Q2: 1,791 shares; 2025Q3: 1,845 shares 1,845$280K<0.01%+54Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,177 shares; 2025Q1: 1,013 shares; 2025Q2: 914 shares; 2025Q3: 931 shares 931$277K<0.01%+17Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,066 shares; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,837 shares 1,837$277K<0.01%+54Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,164 shares; 2025Q1: 1,968 shares; 2025Q2: 1,768 shares; 2025Q3: 2,027 shares 2,027$270K<0.01%+259Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: not reported; 2025Q2: 2,981 shares; 2025Q3: 3,037 shares 3,037$269K<0.01%+56Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 484 shares; 2025Q1: 417 shares; 2025Q2: 464 shares; 2025Q3: 473 shares 473$268K<0.01%+9Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 419 shares 419$264K<0.01%+8Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,123 shares; 2025Q1: 1,828 shares; 2025Q2: 1,970 shares; 2025Q3: 2,030 shares 2,030$261K<0.01%+60Timeline
VGTVANGUARD WORLD FDQuarterly 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: 348 shares; 2025Q3: 348 shares 348$260K<0.01%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,234 shares; 2025Q1: not reported; 2025Q2: 5,240 shares; 2025Q3: 5,414 shares 5,414$256K<0.01%+174Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,370 shares; 2025Q1: 2,919 shares; 2025Q2: 3,005 shares; 2025Q3: 3,101 shares 3,101$255K<0.01%+96Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 931 shares 931$255K<0.01%+24Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 906 shares; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 825 shares 825$254K<0.01%+24Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,741 shares; 2025Q1: 2,377 shares; 2025Q2: 2,662 shares; 2025Q3: 2,746 shares 2,746$251K<0.01%+84Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: not reported; 2025Q1: 1,860 shares; 2025Q2: 2,393 shares; 2025Q3: 2,471 shares 2,471$248K<0.01%+78Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares 269$248K<0.01%newTimeline
IWBISHARES TRQuarterly 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: 675 shares 675$247K<0.01%newTimeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 646 shares; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 704 shares 704$243K<0.01%+18Timeline
ICLOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,262 shares; 2025Q3: 9,401 shares 9,401$241K<0.01%-14,861Timeline
DGXQUEST DIAGNOSTICS INCQuarterly 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: 1,257 shares 1,257$240K<0.01%newTimeline
WDCWESTERN DIGITAL CORPQuarterly 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: 1,993 shares 1,993$239K<0.01%newTimeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 2,058 shares 2,058$236K<0.01%+66Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 1,502 shares 1,502$236K<0.01%+48Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,013 shares; 2024Q4: 59,799 shares; 2025Q1: 64,278 shares; 2025Q2: 15,011 shares; 2025Q3: 15,509 shares 15,509$234K<0.01%+498Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares 1,238$232K<0.01%0Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,378 shares; 2025Q1: not reported; 2025Q2: 2,723 shares; 2025Q3: 2,813 shares 2,813$232K<0.01%+90Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 7,036 shares 7,036$229K<0.01%+222Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,791 shares; 2025Q1: 3,251 shares; 2025Q2: 3,315 shares; 2025Q3: 3,423 shares 3,423$226K<0.01%+108Timeline
STTSTATE STR CORPQuarterly 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: 1,894 shares 1,894$220K<0.01%newTimeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,152 shares 1,152$219K<0.01%newTimeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares 1,149$218K<0.01%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly 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: 3,418 shares; 2025Q2: 4,015 shares; 2025Q3: 914 shares 914$216K<0.01%-3,101Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 5,170 shares; 2025Q1: 12,283 shares; 2025Q2: not reported; 2025Q3: 4,790 shares 4,790$213K<0.01%newTimeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: 2,349 shares 2,349$213K<0.01%+72Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares 608$213K<0.01%newTimeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares 1,433$211K<0.01%newTimeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares 1,608$211K<0.01%0Timeline
VRSNVERISIGN INCQuarterly 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: 754 shares 754$211K<0.01%newTimeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,697 shares; 2025Q1: 10,139 shares; 2025Q2: 12,543 shares; 2025Q3: 12,957 shares 12,957$210K<0.01%+414Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 815 shares 815$209K<0.01%+24Timeline
RJFRAYMOND JAMES FINL INCQuarterly 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: 1,209 shares 1,209$209K<0.01%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,809 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,676 shares 2,676$208K<0.01%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 113 shares; 2025Q2: 138 shares; 2025Q3: 138 shares 138$207K<0.01%0Timeline
VISVANGUARD WORLD FDQuarterly 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: 694 shares 694$206K<0.01%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,510 shares; 2025Q1: 1,515 shares; 2025Q2: not reported; 2025Q3: 442 shares 442$205K<0.01%newTimeline
ESSESSEX PPTY TR INCQuarterly 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: 765 shares 765$205K<0.01%newTimeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,916 shares; 2025Q1: 3,394 shares; 2025Q2: 3,928 shares; 2025Q3: 4,054 shares 4,054$204K<0.01%+126Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly 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: 1,165 shares 1,165$204K<0.01%newTimeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 2,055 shares 2,055$203K<0.01%-24Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JEPQJ P MORGAN EXCHANGE TRADED F458,264$24.9Mshares
QYLDGLOBAL X FDS471,875$7.89Mshares
ISPYPROSHARES TR154,840$6.57Mshares
GLDSPDR GOLD TR12,672$3.86Mshares
ANSYS INCANSYS INC2,278$800Kshares
BIIBBIOGEN INC4,442$558Kshares
HASHASBRO INC5,222$386Kshares
PNWPINNACLE WEST CAP CORP3,492$312Kshares
HESS CORPHESS CORP1,971$273Kshares
ITGARTNER INC520$210Kshares
TSHATAYSHA GENE THERAPIES INC14,165$32.7Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001733173-25-000002 base2025-11-04acceptance time not in the bulk data set