IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,003,529 shares; 2024Q2: 969,394 shares; 2024Q3: not reported; 2024Q4: 907,672 shares; 2025Q1: 890,670 shares; 2025Q2: 870,937 shares; 2025Q3: 856,552 shares 856,552 $74.8M 4.66% -14,385 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 167,358 shares; 2024Q2: 152,297 shares; 2024Q3: 154,772 shares; 2024Q4: 151,719 shares; 2025Q1: 148,284 shares; 2025Q2: 143,864 shares; 2025Q3: 139,574 shares 139,574 $39.3M 2.45% -4,290 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 99,970 shares; 2024Q2: 88,863 shares; 2024Q3: 89,124 shares; 2024Q4: 86,698 shares; 2025Q1: 84,238 shares; 2025Q2: 82,816 shares; 2025Q3: 75,698 shares 75,698 $39.2M 2.44% -7,118 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 399,162 shares; 2024Q2: 363,805 shares; 2024Q3: 352,450 shares; 2024Q4: 341,959 shares; 2025Q1: 333,688 shares; 2025Q2: 322,485 shares; 2025Q3: 312,323 shares 312,323 $37M 2.3% -10,162 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,907 shares; 2024Q2: 18,128 shares; 2024Q3: 180,222 shares; 2024Q4: 170,322 shares; 2025Q1: 147,622 shares; 2025Q2: 141,137 shares; 2025Q3: 108,571 shares 108,571 $35.8M 2.23% -32,566 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 206,987 shares; 2024Q2: 198,989 shares; 2024Q3: 196,461 shares; 2024Q4: 163,902 shares; 2025Q1: 141,209 shares; 2025Q2: 138,522 shares; 2025Q3: 120,463 shares 120,463 $33.6M 2.09% -18,059 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 159,751 shares; 2024Q2: 153,282 shares; 2024Q3: 142,204 shares; 2024Q4: 117,740 shares; 2025Q1: 113,670 shares; 2025Q2: 112,017 shares; 2025Q3: 101,695 shares 101,695 $32.1M 2% -10,322 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 122,775 shares; 2024Q2: 126,075 shares; 2024Q3: 124,051 shares; 2024Q4: 290,219 shares; 2025Q1: 357,795 shares; 2025Q2: 352,792 shares; 2025Q3: 302,697 shares 302,697 $30.7M 1.91% -50,095 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 789,197 shares; 2024Q2: 782,249 shares; 2024Q3: 767,954 shares; 2024Q4: 717,924 shares; 2025Q1: 733,582 shares; 2025Q2: 721,102 shares; 2025Q3: 709,661 shares 709,661 $28.8M 1.79% -11,441 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 95,748 shares; 2024Q2: 93,706 shares; 2024Q3: 89,158 shares; 2024Q4: 85,806 shares; 2025Q1: 83,584 shares; 2025Q2: 80,222 shares; 2025Q3: 77,255 shares 77,255 $27.5M 1.71% -2,967 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 119,211 shares; 2024Q2: 116,823 shares; 2024Q3: 110,562 shares; 2024Q4: 107,161 shares; 2025Q1: 105,122 shares; 2025Q2: 102,312 shares; 2025Q3: 99,912 shares 99,912 $24.2M 1.51% -2,400 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 114,275 shares; 2024Q2: 109,079 shares; 2024Q3: 108,115 shares; 2024Q4: 106,752 shares; 2025Q1: 101,592 shares; 2025Q2: 100,597 shares; 2025Q3: 100,140 shares 100,140 $23.2M 1.44% -457 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 126,165 shares; 2024Q2: 123,696 shares; 2024Q3: 117,226 shares; 2024Q4: 113,784 shares; 2025Q1: 111,528 shares; 2025Q2: 108,569 shares; 2025Q3: 106,211 shares 106,211 $22.2M 1.38% -2,358 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 64,621 shares; 2024Q2: 62,142 shares; 2024Q3: 68,922 shares; 2024Q4: 67,279 shares; 2025Q1: 72,826 shares; 2025Q2: 71,840 shares; 2025Q3: 72,657 shares 72,657 $22.1M 1.37% +817 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 102,102 shares; 2024Q2: 96,120 shares; 2024Q3: 95,710 shares; 2024Q4: 92,851 shares; 2025Q1: 89,408 shares; 2025Q2: 88,716 shares; 2025Q3: 108,580 shares 108,580 $20.1M 1.25% +19,864 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 327,369 shares; 2024Q2: 314,507 shares; 2024Q3: 311,478 shares; 2024Q4: 307,164 shares; 2025Q1: 292,627 shares; 2025Q2: 289,544 shares; 2025Q3: 287,246 shares 287,246 $19.7M 1.22% -2,298 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 106,720 shares; 2024Q2: 102,494 shares; 2024Q3: 101,394 shares; 2024Q4: 85,329 shares; 2025Q1: 61,206 shares; 2025Q2: 60,662 shares; 2025Q3: 69,499 shares 69,499 $19.6M 1.22% +8,837 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374,452 shares; 2024Q4: 360,697 shares; 2025Q1: 351,444 shares; 2025Q2: 338,079 shares; 2025Q3: 327,117 shares 327,117 $19.4M 1.21% -10,962 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,081 shares; 2025Q2: 187,564 shares; 2025Q3: 236,669 shares 236,669 $19.4M 1.21% +49,105 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 101,549 shares; 2024Q2: 81,272 shares; 2024Q3: 82,913 shares; 2024Q4: 81,203 shares; 2025Q1: 78,299 shares; 2025Q2: 77,234 shares; 2025Q3: 76,053 shares 76,053 $19.4M 1.21% -1,181 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 263,185 shares; 2024Q3: 253,121 shares; 2024Q4: 244,349 shares; 2025Q1: 235,536 shares; 2025Q2: 226,276 shares; 2025Q3: 217,957 shares 217,957 $19M 1.18% -8,319 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 92,073 shares; 2024Q2: 87,681 shares; 2024Q3: 87,764 shares; 2024Q4: 85,299 shares; 2025Q1: 83,013 shares; 2025Q2: 80,587 shares; 2025Q3: 78,090 shares 78,090 $19M 1.18% -2,497 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 44,854 shares; 2024Q2: 41,777 shares; 2024Q3: 41,613 shares; 2024Q4: 40,953 shares; 2025Q1: 38,787 shares; 2025Q2: 38,299 shares; 2025Q3: 38,168 shares 38,168 $18.2M 1.13% -131 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 155,987 shares; 2024Q2: 149,374 shares; 2024Q3: 147,348 shares; 2024Q4: 121,007 shares; 2025Q1: 114,820 shares; 2025Q2: 113,400 shares; 2025Q3: 110,229 shares 110,229 $17.5M 1.09% -3,171 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 121,681 shares; 2024Q2: 119,982 shares; 2024Q3: 118,659 shares; 2024Q4: 116,222 shares; 2025Q1: 112,969 shares; 2025Q2: 111,620 shares; 2025Q3: 110,042 shares 110,042 $17.1M 1.06% -1,578 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 206,876 shares; 2024Q2: 196,909 shares; 2024Q3: 194,742 shares; 2024Q4: 186,539 shares; 2025Q1: 181,093 shares; 2025Q2: 178,801 shares; 2025Q3: 176,897 shares 176,897 $16.8M 1.05% -1,904 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 431,080 shares; 2024Q2: 206,141 shares; 2024Q3: 449,826 shares; 2024Q4: 431,304 shares; 2025Q1: 420,123 shares; 2025Q2: 406,381 shares; 2025Q3: 394,114 shares 394,114 $16.6M 1.03% -12,267 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 97,076 shares; 2024Q2: 95,327 shares; 2024Q3: 9,064 shares; 2024Q4: 9,569 shares; 2025Q1: 72,909 shares; 2025Q2: 70,546 shares; 2025Q3: 68,144 shares 68,144 $16.3M 1.02% -2,402 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 188,151 shares; 2025Q1: 232,499 shares; 2025Q2: 228,266 shares; 2025Q3: 224,891 shares 224,891 $16M 0.99% -3,375 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,612 shares; 2024Q2: 32,133 shares; 2024Q3: 28,275 shares; 2024Q4: 25,396 shares; 2025Q1: 24,844 shares; 2025Q2: 24,557 shares; 2025Q3: 19,476 shares 19,476 $15.5M 0.97% -5,081 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,340 shares; 2024Q2: 29,301 shares; 2024Q3: 29,271 shares; 2024Q4: 28,837 shares; 2025Q1: 36,508 shares; 2025Q2: 35,994 shares; 2025Q3: 37,885 shares 37,885 $15.4M 0.96% +1,891 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 253,496 shares; 2024Q2: 245,834 shares; 2024Q3: 244,660 shares; 2024Q4: 190,754 shares; 2025Q1: 150,874 shares; 2025Q2: 149,360 shares; 2025Q3: 147,018 shares 147,018 $15.2M 0.94% -2,342 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,998 shares; 2024Q2: 107,584 shares; 2024Q3: 106,397 shares; 2024Q4: 102,900 shares; 2025Q1: 84,112 shares; 2025Q2: 82,593 shares; 2025Q3: 80,029 shares 80,029 $14.9M 0.93% -2,564 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,150 shares; 2024Q2: 15,063 shares; 2024Q3: 14,869 shares; 2024Q4: 55,597 shares; 2025Q1: 71,715 shares; 2025Q2: 70,991 shares; 2025Q3: 80,538 shares 80,538 $14.8M 0.92% +9,547 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,530 shares; 2025Q1: 19,005 shares; 2025Q2: 18,662 shares; 2025Q3: 29,818 shares 29,818 $14.7M 0.92% +11,156 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,258 shares; 2024Q2: 9,840 shares; 2024Q3: 9,749 shares; 2024Q4: 9,432 shares; 2025Q1: 13,673 shares; 2025Q2: 15,577 shares; 2025Q3: 15,096 shares 15,096 $14.6M 0.91% -481 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 108,511 shares; 2024Q3: 106,851 shares; 2024Q4: 175,841 shares; 2025Q1: 167,523 shares; 2025Q2: 193,182 shares; 2025Q3: 191,018 shares 191,018 $14.4M 0.9% -2,164 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 138,152 shares; 2024Q2: 192,555 shares; 2024Q3: 185,997 shares; 2024Q4: 178,166 shares; 2025Q1: 174,743 shares; 2025Q2: 167,974 shares; 2025Q3: 161,559 shares 161,559 $14.4M 0.9% -6,415 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,386 shares; 2025Q3: 165,461 shares 165,461 $14M 0.87% +49,075 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,024,685 shares; 2024Q2: 4,841,939 shares; 2024Q3: 4,773,870 shares; 2024Q4: 4,685,732 shares; 2025Q1: 3,174,021 shares; 2025Q2: 3,115,690 shares; 2025Q3: 3,067,364 shares 3,067,364 $13.9M 0.87% -48,326 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 45,669 shares; 2024Q2: not reported; 2024Q3: 44,300 shares; 2024Q4: 42,667 shares; 2025Q1: 42,167 shares; 2025Q2: 41,450 shares; 2025Q3: 40,258 shares 40,258 $13.7M 0.86% -1,192 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,832 shares; 2024Q2: 4,848 shares; 2024Q3: 205,126 shares; 2024Q4: 197,161 shares; 2025Q1: 186,443 shares; 2025Q2: 179,367 shares; 2025Q3: 172,872 shares 172,872 $13.5M 0.84% -6,495 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 103,595 shares; 2024Q2: 99,282 shares; 2024Q3: 98,343 shares; 2024Q4: 77,123 shares; 2025Q1: 73,138 shares; 2025Q2: 72,202 shares; 2025Q3: 71,740 shares 71,740 $13.5M 0.84% -462 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 305,641 shares; 2024Q2: 304,805 shares; 2024Q3: 299,273 shares; 2024Q4: 290,543 shares; 2025Q1: 285,381 shares; 2025Q2: 280,032 shares; 2025Q3: 279,500 shares 279,500 $13.3M 0.83% -532 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 84,458 shares; 2024Q4: 81,735 shares; 2025Q1: 115,608 shares; 2025Q2: 113,667 shares; 2025Q3: 86,816 shares 86,816 $13.1M 0.82% -26,851 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 78,909 shares; 2024Q2: 74,891 shares; 2024Q3: 90,915 shares; 2024Q4: 89,577 shares; 2025Q1: 85,571 shares; 2025Q2: 85,031 shares; 2025Q3: 84,651 shares 84,651 $13M 0.81% -380 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57,676 shares; 2024Q2: 55,040 shares; 2024Q3: 54,558 shares; 2024Q4: 51,061 shares; 2025Q1: 48,323 shares; 2025Q2: 47,809 shares; 2025Q3: 47,648 shares 47,648 $13M 0.81% -161 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 40,830 shares; 2024Q2: 39,156 shares; 2024Q3: 38,955 shares; 2024Q4: 41,379 shares; 2025Q1: 49,279 shares; 2025Q2: 48,707 shares; 2025Q3: 66,105 shares 66,105 $12.7M 0.79% +17,398 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 87,042 shares; 2024Q2: 86,073 shares; 2024Q3: 84,857 shares; 2024Q4: 83,765 shares; 2025Q1: 79,724 shares; 2025Q2: 78,269 shares; 2025Q3: 77,492 shares 77,492 $12.6M 0.78% -777 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 325,773 shares; 2024Q2: 311,735 shares; 2024Q3: 309,317 shares; 2024Q4: 295,120 shares; 2025Q1: 289,607 shares; 2025Q2: 286,669 shares; 2025Q3: 285,266 shares 285,266 $12.5M 0.78% -1,403 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 80,302 shares; 2024Q2: 80,056 shares; 2024Q3: 79,240 shares; 2024Q4: 76,761 shares; 2025Q1: 54,350 shares; 2025Q2: 58,766 shares; 2025Q3: 57,003 shares 57,003 $12.5M 0.78% -1,763 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 468,913 shares; 2024Q2: 467,320 shares; 2024Q3: 458,942 shares; 2024Q4: 432,848 shares; 2025Q1: 437,405 shares; 2025Q2: 429,100 shares; 2025Q3: 420,052 shares 420,052 $12.5M 0.78% -9,048 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 132,001 shares; 2024Q2: not reported; 2024Q3: 127,092 shares; 2024Q4: 125,150 shares; 2025Q1: 118,873 shares; 2025Q2: 117,337 shares; 2025Q3: 116,904 shares 116,904 $12.4M 0.77% -433 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 293,227 shares; 2024Q2: 279,546 shares; 2024Q3: 278,872 shares; 2024Q4: 252,063 shares; 2025Q1: 245,714 shares; 2025Q2: 243,042 shares; 2025Q3: 239,729 shares 239,729 $12.4M 0.77% -3,313 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 104,666 shares; 2024Q2: 99,453 shares; 2024Q3: 98,266 shares; 2024Q4: 96,539 shares; 2025Q1: 91,754 shares; 2025Q2: 91,083 shares; 2025Q3: 91,165 shares 91,165 $12M 0.74% +82 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 78,768 shares; 2024Q2: 74,787 shares; 2024Q3: 86,951 shares; 2024Q4: 104,324 shares; 2025Q1: 135,301 shares; 2025Q2: 133,211 shares; 2025Q3: 132,078 shares 132,078 $11.8M 0.74% -1,133 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,889 shares; 2025Q2: 79,282 shares; 2025Q3: 76,771 shares 76,771 $11.4M 0.71% -2,511 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,423 shares; 2024Q2: 26,215 shares; 2024Q3: 26,307 shares; 2024Q4: 20,677 shares; 2025Q1: 17,432 shares; 2025Q2: 23,350 shares; 2025Q3: 22,663 shares 22,663 $11.4M 0.71% -687 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 103,923 shares; 2024Q2: 101,105 shares; 2024Q3: 99,982 shares; 2024Q4: 98,257 shares; 2025Q1: 93,263 shares; 2025Q2: 92,809 shares; 2025Q3: 91,313 shares 91,313 $11.3M 0.7% -1,496 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 60,307 shares; 2024Q2: 58,211 shares; 2024Q3: 58,191 shares; 2024Q4: 55,348 shares; 2025Q1: 54,553 shares; 2025Q2: 53,993 shares; 2025Q3: 52,931 shares 52,931 $11.1M 0.69% -1,062 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,022,661 shares; 2024Q2: 1,000,917 shares; 2024Q3: 952,205 shares; 2024Q4: 893,339 shares; 2025Q1: 893,068 shares; 2025Q2: 858,513 shares; 2025Q3: 826,795 shares 826,795 $11.1M 0.69% -31,718 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 233,025 shares; 2024Q2: 228,859 shares; 2024Q3: 218,229 shares; 2024Q4: 211,618 shares; 2025Q1: 207,988 shares; 2025Q2: 204,689 shares; 2025Q3: 203,009 shares 203,009 $11M 0.68% -1,680 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 44,755 shares; 2024Q2: 42,168 shares; 2024Q3: 41,801 shares; 2024Q4: 150,817 shares; 2025Q1: 145,664 shares; 2025Q2: 144,592 shares; 2025Q3: 144,492 shares 144,492 $10.9M 0.68% -100 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 153,930 shares; 2024Q2: 150,941 shares; 2024Q3: 150,555 shares; 2024Q4: 145,987 shares; 2025Q1: 143,791 shares; 2025Q2: 142,485 shares; 2025Q3: 139,904 shares 139,904 $10.9M 0.68% -2,581 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 74,705 shares; 2024Q2: 82,298 shares; 2024Q3: 79,984 shares; 2024Q4: 79,084 shares; 2025Q1: 60,849 shares; 2025Q2: 48,845 shares; 2025Q3: 47,328 shares 47,328 $10.7M 0.66% -1,517 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 269,236 shares; 2024Q4: 260,523 shares; 2025Q1: 259,381 shares; 2025Q2: 335,927 shares; 2025Q3: 325,438 shares 325,438 $10.5M 0.65% -10,489 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,448 shares; 2024Q2: 6,426 shares; 2024Q3: 6,349 shares; 2024Q4: 4,669 shares; 2025Q1: 4,642 shares; 2025Q2: 4,566 shares; 2025Q3: 4,430 shares 4,430 $10.4M 0.64% -136 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 116,576 shares; 2024Q2: 89,657 shares; 2024Q3: 88,740 shares; 2024Q4: 87,492 shares; 2025Q1: 83,121 shares; 2025Q2: 81,695 shares; 2025Q3: 80,568 shares 80,568 $10.2M 0.64% -1,127 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14,284 shares; 2024Q3: 14,146 shares; 2024Q4: 13,664 shares; 2025Q1: 13,600 shares; 2025Q2: 13,368 shares; 2025Q3: 12,944 shares 12,944 $9.81M 0.61% -424 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 17,355 shares; 2024Q3: 17,138 shares; 2024Q4: 34,173 shares; 2025Q1: 42,288 shares; 2025Q2: 41,477 shares; 2025Q3: 48,089 shares 48,089 $9.79M 0.61% +6,612 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,404 shares; 2024Q2: 19,751 shares; 2024Q3: 19,558 shares; 2024Q4: 18,911 shares; 2025Q1: 18,688 shares; 2025Q2: 18,329 shares; 2025Q3: 17,774 shares 17,774 $9.72M 0.61% -555 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16,951 shares; 2024Q2: not reported; 2024Q3: 16,709 shares; 2024Q4: 12,882 shares; 2025Q1: 10,929 shares; 2025Q2: 10,722 shares; 2025Q3: 10,448 shares 10,448 $9.62M 0.6% -274 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,368 shares; 2024Q2: 22,481 shares; 2024Q3: 22,246 shares; 2024Q4: 21,420 shares; 2025Q1: 21,177 shares; 2025Q2: 20,784 shares; 2025Q3: 20,189 shares 20,189 $9.59M 0.6% -595 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28,364 shares; 2024Q2: 33,422 shares; 2024Q3: 33,103 shares; 2024Q4: 32,063 shares; 2025Q1: 31,733 shares; 2025Q2: 31,175 shares; 2025Q3: 37,823 shares 37,823 $9.33M 0.58% +6,648 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 107,210 shares; 2024Q2: 105,938 shares; 2024Q3: 103,813 shares; 2024Q4: 97,690 shares; 2025Q1: 98,940 shares; 2025Q2: 97,057 shares; 2025Q3: 95,006 shares 95,006 $9.16M 0.57% -2,051 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149,710 shares 149,710 $8.88M 0.55% new PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37,264 shares; 2024Q2: 59,643 shares; 2024Q3: 57,706 shares; 2024Q4: 36,084 shares; 2025Q1: 70,744 shares; 2025Q2: 69,561 shares; 2025Q3: 66,675 shares 66,675 $8.81M 0.55% -2,886 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 147,902 shares; 2025Q1: 286,518 shares; 2025Q2: 281,722 shares; 2025Q3: 272,842 shares 272,842 $8.78M 0.55% -8,880 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,002 shares; 2024Q2: 1,002 shares; 2024Q3: 8,218 shares; 2024Q4: 7,761 shares; 2025Q1: 11,686 shares; 2025Q2: 11,487 shares; 2025Q3: 11,028 shares 11,028 $8.41M 0.52% -459 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,060 shares; 2024Q2: 16,616 shares; 2024Q3: 16,458 shares; 2024Q4: 16,253 shares; 2025Q1: 15,819 shares; 2025Q2: 15,520 shares; 2025Q3: 17,223 shares 17,223 $8.38M 0.52% +1,703 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 56,072 shares; 2024Q2: 77,633 shares; 2024Q3: 62,922 shares; 2024Q4: 60,839 shares; 2025Q1: 60,256 shares; 2025Q2: 59,176 shares; 2025Q3: 56,838 shares 56,838 $8.32M 0.52% -2,338 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 130,974 shares; 2024Q2: 129,620 shares; 2024Q3: 127,814 shares; 2024Q4: 125,794 shares; 2025Q1: 119,746 shares; 2025Q2: 117,622 shares; 2025Q3: 116,016 shares 116,016 $8.3M 0.52% -1,606 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18,820 shares; 2024Q2: 18,297 shares; 2024Q3: 18,677 shares; 2024Q4: 18,154 shares; 2025Q1: 17,928 shares; 2025Q2: 17,351 shares; 2025Q3: 16,848 shares 16,848 $8.17M 0.51% -503 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28,828 shares; 2024Q2: 28,746 shares; 2024Q3: 28,420 shares; 2024Q4: 27,490 shares; 2025Q1: 27,330 shares; 2025Q2: 26,862 shares; 2025Q3: 19,559 shares 19,559 $8.11M 0.5% -7,303 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 86,914 shares; 2024Q2: 86,631 shares; 2024Q3: 85,685 shares; 2024Q4: 82,785 shares; 2025Q1: 82,412 shares; 2025Q2: 80,981 shares; 2025Q3: 78,435 shares 78,435 $7.74M 0.48% -2,546 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,752 shares; 2024Q2: 23,564 shares; 2024Q3: 23,323 shares; 2024Q4: 22,596 shares; 2025Q1: 22,519 shares; 2025Q2: 22,147 shares; 2025Q3: 21,223 shares 21,223 $7.49M 0.47% -924 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,602 shares; 2025Q2: 11,409 shares; 2025Q3: 15,368 shares 15,368 $7.19M 0.45% +3,959 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,127 shares; 2024Q2: 25,912 shares; 2024Q3: 25,498 shares; 2024Q4: 24,480 shares; 2025Q1: 24,339 shares; 2025Q2: 23,798 shares; 2025Q3: 23,057 shares 23,057 $6.51M 0.41% -741 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 36,666 shares; 2024Q2: 35,632 shares; 2024Q3: 35,306 shares; 2024Q4: 33,983 shares; 2025Q1: 33,593 shares; 2025Q2: 32,969 shares; 2025Q3: 31,970 shares 31,970 $6.34M 0.39% -999 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 102,592 shares; 2024Q2: 101,718 shares; 2024Q3: 99,593 shares; 2024Q4: 92,037 shares; 2025Q1: 95,441 shares; 2025Q2: 93,255 shares; 2025Q3: 180,207 shares 180,207 $6.16M 0.38% +86,952 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,407 shares; 2024Q2: 17,338 shares; 2024Q3: 17,155 shares; 2024Q4: 16,589 shares; 2025Q1: 16,507 shares; 2025Q2: 16,231 shares; 2025Q3: 15,707 shares 15,707 $6.15M 0.38% -524 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,694 shares; 2024Q2: 46,248 shares; 2024Q3: 45,329 shares; 2024Q4: 43,295 shares; 2025Q1: 43,657 shares; 2025Q2: 43,393 shares; 2025Q3: 43,593 shares 43,593 $5.34M 0.33% +200 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,759 shares; 2025Q2: 69,284 shares; 2025Q3: 67,657 shares 67,657 $5.32M 0.33% -1,627 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,110 shares; 2024Q2: 46,593 shares; 2024Q3: 46,481 shares; 2024Q4: 45,908 shares; 2025Q1: 44,928 shares; 2025Q2: 44,720 shares; 2025Q3: 44,788 shares 44,788 $5.05M 0.31% +68 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,320 shares; 2024Q2: 59,293 shares; 2024Q3: 58,649 shares; 2024Q4: 56,540 shares; 2025Q1: 56,005 shares; 2025Q2: 55,256 shares; 2025Q3: 53,358 shares 53,358 $5.05M 0.31% -1,898 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,930 shares 20,930 $4.92M 0.31% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,098 shares; 2025Q1: 3,832 shares; 2025Q2: 3,981 shares; 2025Q3: 4,089 shares 4,089 $4.77M 0.3% +108 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,745 shares; 2024Q2: 14,674 shares; 2024Q3: 15,017 shares; 2024Q4: 11,622 shares; 2025Q1: 11,084 shares; 2025Q2: 11,358 shares; 2025Q3: 11,620 shares 11,620 $4.35M 0.27% +262 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50,062 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,540 shares; 2025Q1: 45,909 shares; 2025Q2: 45,640 shares; 2025Q3: 45,645 shares 45,645 $3.87M 0.24% +5 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,354 shares 158,354 $3.5M 0.22% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20,850 shares; 2024Q2: 19,674 shares; 2024Q3: 20,160 shares; 2024Q4: 19,744 shares; 2025Q1: 18,983 shares; 2025Q2: 19,279 shares; 2025Q3: 16,056 shares 16,056 $3.45M 0.21% -3,223 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,886 shares; 2024Q2: 4,886 shares; 2024Q3: 4,886 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares; 2025Q3: 16,441 shares 16,441 $3.3M 0.21% +11,555 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 42,526 shares; 2024Q2: 39,650 shares; 2024Q3: 40,390 shares; 2024Q4: 40,090 shares; 2025Q1: 37,817 shares; 2025Q2: 38,569 shares; 2025Q3: 39,632 shares 39,632 $3.27M 0.2% +1,063 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 49,788 shares; 2024Q2: 47,570 shares; 2024Q3: 48,289 shares; 2024Q4: 47,378 shares; 2025Q1: 45,814 shares; 2025Q2: 46,353 shares; 2025Q3: 47,214 shares 47,214 $3.13M 0.19% +861 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 121,981 shares; 2024Q2: 112,819 shares; 2024Q3: 112,274 shares; 2024Q4: 109,163 shares; 2025Q1: 104,057 shares; 2025Q2: 106,083 shares; 2025Q3: 109,629 shares 109,629 $3.1M 0.19% +3,546 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,425 shares; 2024Q2: 11,648 shares; 2024Q3: 12,017 shares; 2024Q4: 11,736 shares; 2025Q1: 10,922 shares; 2025Q2: 11,120 shares; 2025Q3: 11,409 shares 11,409 $3.08M 0.19% +289 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 142,121 shares; 2024Q2: 137,785 shares; 2024Q3: 135,058 shares; 2024Q4: 129,004 shares; 2025Q1: 130,082 shares; 2025Q2: 129,298 shares; 2025Q3: 129,316 shares 129,316 $3.07M 0.19% +18 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77,401 shares; 2024Q2: 75,510 shares; 2024Q3: 74,276 shares; 2024Q4: 67,373 shares; 2025Q1: 71,050 shares; 2025Q2: 70,836 shares; 2025Q3: 70,902 shares 70,902 $2.98M 0.19% +66 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 63,104 shares; 2024Q2: 63,111 shares; 2024Q3: 63,253 shares; 2024Q4: 59,627 shares; 2025Q1: 61,505 shares; 2025Q2: 60,881 shares; 2025Q3: 61,050 shares 61,050 $2.94M 0.18% +169 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27,347 shares; 2024Q2: 27,344 shares; 2024Q3: 27,344 shares; 2024Q4: 27,344 shares; 2025Q1: 27,327 shares; 2025Q2: 27,327 shares; 2025Q3: 27,459 shares 27,459 $2.89M 0.18% +132 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,435 shares; 2024Q2: 9,435 shares; 2024Q3: 9,435 shares; 2024Q4: 9,435 shares; 2025Q1: 9,435 shares; 2025Q2: 9,435 shares; 2025Q3: 9,435 shares 9,435 $2.84M 0.18% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,223 shares; 2024Q2: 9,649 shares; 2024Q3: 9,574 shares; 2024Q4: 9,488 shares; 2025Q1: 9,150 shares; 2025Q2: 9,276 shares; 2025Q3: 9,543 shares 9,543 $2.8M 0.17% +267 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,941 shares; 2024Q2: 24,121 shares; 2024Q3: 39,139 shares; 2024Q4: 41,702 shares; 2025Q1: 53,013 shares; 2025Q2: 52,959 shares; 2025Q3: 51,971 shares 51,971 $2.8M 0.17% -988 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,124 shares; 2024Q2: 21,446 shares; 2024Q3: 21,722 shares; 2024Q4: 21,321 shares; 2025Q1: 20,189 shares; 2025Q2: 20,105 shares; 2025Q3: 20,650 shares 20,650 $2.77M 0.17% +545 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,320 shares; 2024Q2: 11,387 shares; 2024Q3: 13,456 shares; 2024Q4: 13,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,042 shares 11,042 $2.69M 0.17% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 74,491 shares; 2024Q2: not reported; 2024Q3: 70,573 shares; 2024Q4: 22,526 shares; 2025Q1: 20,717 shares; 2025Q2: 21,101 shares; 2025Q3: 18,624 shares 18,624 $2.62M 0.16% -2,477 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 148,777 shares; 2024Q2: 148,792 shares; 2024Q3: not reported; 2024Q4: 143,606 shares; 2025Q1: 144,874 shares; 2025Q2: 143,426 shares; 2025Q3: 143,892 shares 143,892 $2.51M 0.16% +466 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 53,802 shares; 2024Q2: 52,172 shares; 2024Q3: 51,150 shares; 2024Q4: 48,878 shares; 2025Q1: 49,675 shares; 2025Q2: 49,383 shares; 2025Q3: 53,716 shares 53,716 $2.49M 0.16% +4,333 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,528 shares; 2024Q2: 7,959 shares; 2024Q3: 8,032 shares; 2024Q4: 7,834 shares; 2025Q1: 7,521 shares; 2025Q2: 7,647 shares; 2025Q3: 9,734 shares 9,734 $2.39M 0.15% +2,087 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35,003 shares; 2024Q2: 34,080 shares; 2024Q3: 33,512 shares; 2024Q4: 30,467 shares; 2025Q1: 31,966 shares; 2025Q2: 31,888 shares; 2025Q3: 31,919 shares 31,919 $2.37M 0.15% +31 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,875 shares; 2024Q2: 21,309 shares; 2024Q3: 21,682 shares; 2024Q4: 18,638 shares; 2025Q1: 18,916 shares; 2025Q2: 19,300 shares; 2025Q3: 19,904 shares 19,904 $2.28M 0.14% +604 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,489 shares; 2024Q2: 25,773 shares; 2024Q3: 25,987 shares; 2024Q4: 25,032 shares; 2025Q1: 20,037 shares; 2025Q2: 6,623 shares; 2025Q3: 6,501 shares 6,501 $2.25M 0.14% -122 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,750 shares; 2024Q2: 26,777 shares; 2024Q3: 27,211 shares; 2024Q4: 26,437 shares; 2025Q1: 25,273 shares; 2025Q2: 25,706 shares; 2025Q3: 26,597 shares 26,597 $2.19M 0.14% +891 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,126 shares; 2024Q2: 65,850 shares; 2024Q3: 12,268 shares; 2024Q4: 13,054 shares; 2025Q1: 12,922 shares; 2025Q2: 12,913 shares; 2025Q3: 12,684 shares 12,684 $1.96M 0.12% -229 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,573 shares; 2024Q2: 44,831 shares; 2024Q3: 45,664 shares; 2024Q4: 40,518 shares; 2025Q1: 40,298 shares; 2025Q2: 40,993 shares; 2025Q3: 42,069 shares 42,069 $1.9M 0.12% +1,076 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25,023 shares; 2024Q2: 24,247 shares; 2024Q3: 23,798 shares; 2024Q4: 68,194 shares; 2025Q1: 68,751 shares; 2025Q2: 67,892 shares; 2025Q3: 67,114 shares 67,114 $1.83M 0.11% -778 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77,902 shares; 2024Q2: 96,700 shares; 2024Q3: 3,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,929 shares 25,929 $1.81M 0.11% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59,227 shares; 2024Q2: 57,416 shares; 2024Q3: 56,284 shares; 2024Q4: 57,848 shares; 2025Q1: 54,211 shares; 2025Q2: 53,881 shares; 2025Q3: 55,187 shares 55,187 $1.75M 0.11% +1,306 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 476,322 shares; 2024Q2: 451,610 shares; 2024Q3: 450,664 shares; 2024Q4: 395,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,723 shares 65,723 $1.68M 0.1% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 57,316 shares; 2024Q2: 53,984 shares; 2024Q3: 55,945 shares; 2024Q4: 54,190 shares; 2025Q1: 50,649 shares; 2025Q2: 51,507 shares; 2025Q3: 51,497 shares 51,497 $1.62M 0.1% -10 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 93,888 shares; 2024Q2: 88,693 shares; 2024Q3: 88,435 shares; 2024Q4: 95,071 shares; 2025Q1: 101,299 shares; 2025Q2: 100,175 shares; 2025Q3: 19,353 shares 19,353 $1.62M 0.1% -80,822 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37,935 shares; 2024Q2: 36,904 shares; 2024Q3: not reported; 2024Q4: 34,562 shares; 2025Q1: 34,857 shares; 2025Q2: 34,647 shares; 2025Q3: 34,656 shares 34,656 $1.59M 0.1% +9 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,253 shares; 2024Q2: 2,283 shares; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares 2,283 $1.52M 0.09% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30,194 shares; 2024Q2: 30,192 shares; 2024Q3: 30,257 shares; 2024Q4: 29,127 shares; 2025Q1: 29,299 shares; 2025Q2: 28,987 shares; 2025Q3: 29,044 shares 29,044 $1.52M 0.09% +57 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,896 shares; 2024Q2: not reported; 2024Q3: 114,382 shares; 2024Q4: 108,594 shares; 2025Q1: 11,112 shares; 2025Q2: 11,099 shares; 2025Q3: 10,893 shares 10,893 $1.52M 0.09% -206 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,329 shares; 2024Q2: 4,507 shares; 2024Q3: 5,607 shares; 2024Q4: 5,290 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares 5,208 $1.47M 0.09% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,354 shares; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares 2,354 $1.45M 0.09% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 61,162 shares; 2024Q2: 61,158 shares; 2024Q3: 61,294 shares; 2024Q4: 59,907 shares; 2025Q1: 59,343 shares; 2025Q2: 58,723 shares; 2025Q3: 58,832 shares 58,832 $1.43M 0.09% +109 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,164 shares; 2024Q2: 14,164 shares; 2024Q3: 14,164 shares; 2024Q4: 14,138 shares; 2025Q1: 13,778 shares; 2025Q2: 14,081 shares; 2025Q3: 13,569 shares 13,569 $1.14M 0.07% -512 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 142,788 shares; 2024Q2: 139,488 shares; 2024Q3: 136,093 shares; 2024Q4: 116,231 shares; 2025Q1: 162,408 shares; 2025Q2: 161,064 shares; 2025Q3: 31,407 shares 31,407 $1.08M 0.07% -129,657 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,469 shares; 2025Q1: 6,080 shares; 2025Q2: 5,300 shares; 2025Q3: 5,200 shares 5,200 $1.06M 0.07% -100 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 41,697 shares; 2024Q2: 41,695 shares; 2024Q3: 41,781 shares; 2024Q4: 40,851 shares; 2025Q1: 40,463 shares; 2025Q2: 40,032 shares; 2025Q3: 40,081 shares 40,081 $995K 0.06% +49 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,097 shares; 2025Q1: 6,817 shares; 2025Q2: 6,817 shares; 2025Q3: 6,667 shares 6,667 $893K 0.06% -150 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,260 shares; 2024Q2: 29,335 shares; 2024Q3: 30,660 shares; 2024Q4: 29,975 shares; 2025Q1: 28,792 shares; 2025Q2: 29,272 shares; 2025Q3: 5,858 shares 5,858 $847K 0.05% -23,414 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,729 shares; 2024Q2: 9,646 shares; 2024Q3: 9,268 shares; 2024Q4: 9,282 shares; 2025Q1: 8,461 shares; 2025Q2: 5,522 shares; 2025Q3: 5,382 shares 5,382 $784K 0.05% -140 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,381 shares; 2024Q2: 4,381 shares; 2024Q3: 4,681 shares; 2024Q4: 4,681 shares; 2025Q1: 4,681 shares; 2025Q2: 6,681 shares; 2025Q3: 7,931 shares 7,931 $728K 0.05% +1,250 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,691 shares; 2024Q2: 21,691 shares; 2024Q3: 21,691 shares; 2024Q4: 21,691 shares; 2025Q1: 21,691 shares; 2025Q2: 21,691 shares; 2025Q3: 21,691 shares 21,691 $693K 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,000 shares; 2024Q2: 5,931 shares; 2024Q3: 5,915 shares; 2024Q4: 5,719 shares; 2025Q1: 5,556 shares; 2025Q2: 5,538 shares; 2025Q3: 5,823 shares 5,823 $692K 0.04% +285 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,168 shares; 2024Q2: 3,168 shares; 2024Q3: 3,585 shares; 2024Q4: 3,352 shares; 2025Q1: 2,969 shares; 2025Q2: 3,034 shares; 2025Q3: 2,924 shares 2,924 $691K 0.04% -110 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,720 shares; 2025Q3: 3,635 shares 3,635 $621K 0.04% -85 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,770 shares; 2024Q2: 15,396 shares; 2024Q3: 15,016 shares; 2024Q4: 14,902 shares; 2025Q1: 14,814 shares; 2025Q2: 12,589 shares; 2025Q3: 12,352 shares 12,352 $618K 0.04% -237 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,965 shares; 2024Q2: 22,965 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,820 shares 5,820 $590K 0.04% +165 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,634 shares; 2024Q2: 5,667 shares; 2024Q3: 5,673 shares; 2024Q4: 5,365 shares; 2025Q1: 5,584 shares; 2025Q2: 6,212 shares; 2025Q3: 7,097 shares 7,097 $566K 0.04% +885 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 3,208 shares; 2025Q3: 3,149 shares 3,149 $557K 0.03% -59 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,114 shares; 2024Q2: 2,114 shares; 2024Q3: 2,114 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $539K 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,092 shares; 2024Q2: 9,008 shares; 2024Q3: 6,528 shares; 2024Q4: 5,309 shares; 2025Q1: 4,848 shares; 2025Q2: 2,716 shares; 2025Q3: 2,648 shares 2,648 $520K 0.03% -68 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,675 shares; 2024Q2: 4,675 shares; 2024Q3: 4,732 shares; 2024Q4: 4,675 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares 4,675 $509K 0.03% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,127 shares; 2025Q3: 3,049 shares 3,049 $509K 0.03% -78 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,869 shares; 2024Q2: 2,644 shares; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,451 shares 2,451 $495K 0.03% -252 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,735 shares; 2024Q2: 3,735 shares; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares 3,735 $487K 0.03% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,442 shares; 2024Q2: 8,370 shares; 2024Q3: 8,044 shares; 2024Q4: 8,056 shares; 2025Q1: 7,349 shares; 2025Q2: 6,505 shares; 2025Q3: 6,338 shares 6,338 $486K 0.03% -167 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,659 shares; 2024Q2: 2,659 shares; 2024Q3: 2,809 shares; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,245 shares 2,245 $485K 0.03% -562 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,943 shares; 2024Q2: 4,900 shares; 2024Q3: 4,708 shares; 2024Q4: 4,716 shares; 2025Q1: 4,301 shares; 2025Q2: 3,805 shares; 2025Q3: 3,708 shares 3,708 $479K 0.03% -97 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,437 shares; 2024Q2: 3,405 shares; 2024Q3: 3,271 shares; 2024Q4: 3,277 shares; 2025Q1: 3,007 shares; 2025Q2: 2,660 shares; 2025Q3: 2,590 shares 2,590 $477K 0.03% -70 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,395 shares; 2024Q2: 8,323 shares; 2024Q3: 5,375 shares; 2024Q4: 5,386 shares; 2025Q1: 5,010 shares; 2025Q2: 4,520 shares; 2025Q3: 4,421 shares 4,421 $476K 0.03% -99 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,109 shares; 2024Q2: 4,074 shares; 2024Q3: 3,916 shares; 2024Q4: not reported; 2025Q1: 3,574 shares; 2025Q2: 3,162 shares; 2025Q3: 3,080 shares 3,080 $462K 0.03% -82 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,766 shares; 2024Q2: 47,366 shares; 2024Q3: 45,528 shares; 2024Q4: 45,592 shares; 2025Q1: 41,575 shares; 2025Q2: 36,776 shares; 2025Q3: 64,280 shares 64,280 $462K 0.03% +27,504 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,650 shares; 2024Q2: 8,682 shares; 2024Q3: 8,693 shares; 2024Q4: 8,333 shares; 2025Q1: 8,504 shares; 2025Q2: 9,526 shares; 2025Q3: 10,972 shares 10,972 $451K 0.03% +1,446 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,192 shares; 2024Q2: 14,072 shares; 2024Q3: 13,521 shares; 2024Q4: 13,541 shares; 2025Q1: 12,339 shares; 2025Q2: 10,910 shares; 2025Q3: 10,626 shares 10,626 $439K 0.03% -284 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,773 shares; 2024Q2: 2,749 shares; 2024Q3: 2,183 shares; 2024Q4: 2,185 shares; 2025Q1: 2,004 shares; 2025Q2: 1,782 shares; 2025Q3: 2,138 shares 2,138 $434K 0.03% +356 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,397 shares; 2024Q4: 4,921 shares; 2025Q1: 4,490 shares; 2025Q2: 3,975 shares; 2025Q3: 2,210 shares 2,210 $433K 0.03% -1,765 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,794 shares; 2024Q4: 6,670 shares; 2025Q1: 6,202 shares; 2025Q2: 5,490 shares; 2025Q3: 5,350 shares 5,350 $432K 0.03% -140 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,946 shares; 2024Q2: 11,836 shares; 2024Q3: 11,370 shares; 2024Q4: 11,386 shares; 2025Q1: 10,370 shares; 2025Q2: 9,218 shares; 2025Q3: 8,979 shares 8,979 $425K 0.03% -239 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,833 shares; 2024Q3: 4,560 shares; 2024Q4: 4,567 shares; 2025Q1: 4,169 shares; 2025Q2: 3,689 shares; 2025Q3: 2,350 shares 2,350 $416K 0.03% -1,339 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,236 shares; 2024Q4: 2,392 shares; 2025Q1: 4,613 shares; 2025Q2: 4,609 shares; 2025Q3: 4,527 shares 4,527 $406K 0.03% -82 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,490 shares; 2024Q2: 5,439 shares; 2024Q3: 5,225 shares; 2024Q4: 5,231 shares; 2025Q1: not reported; 2025Q2: 7,770 shares; 2025Q3: 7,574 shares 7,574 $401K 0.02% -196 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,038 shares; 2025Q1: 14,025 shares; 2025Q2: 16,903 shares; 2025Q3: 20,789 shares 20,789 $396K 0.02% +3,886 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,227 shares; 2024Q2: 2,825 shares; 2024Q3: 1,981 shares; 2024Q4: 1,984 shares; 2025Q1: 1,805 shares; 2025Q2: 1,598 shares; 2025Q3: 1,555 shares 1,555 $396K 0.02% -43 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,531 shares; 2024Q2: 2,531 shares; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 1,112 shares 1,112 $389K 0.02% -1,419 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,521 shares; 2024Q2: 1,521 shares; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,483 shares 1,483 $387K 0.02% +62 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,602 shares; 2024Q4: 9,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,718 shares 13,718 $384K 0.02% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,517 shares; 2024Q2: 12,517 shares; 2024Q3: 12,517 shares; 2024Q4: 12,277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,207 shares 10,207 $380K 0.02% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,243 shares; 2024Q2: 8,918 shares; 2024Q3: 8,719 shares; 2024Q4: 8,381 shares; 2025Q1: 7,880 shares; 2025Q2: 7,636 shares; 2025Q3: 7,136 shares 7,136 $378K 0.02% -500 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,696 shares; 2024Q2: 7,635 shares; 2024Q3: 5,984 shares; 2024Q4: 5,294 shares; 2025Q1: 4,832 shares; 2025Q2: 4,276 shares; 2025Q3: 4,166 shares 4,166 $378K 0.02% -110 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21,880 shares; 2024Q2: 21,890 shares; 2024Q3: 21,042 shares; 2024Q4: 21,075 shares; 2025Q1: 19,210 shares; 2025Q2: 16,996 shares; 2025Q3: 9,507 shares 9,507 $375K 0.02% -7,489 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,294 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares 1,235 $371K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,279 shares; 2024Q2: 6,284 shares; 2024Q3: 6,048 shares; 2024Q4: not reported; 2025Q1: 5,542 shares; 2025Q2: not reported; 2025Q3: 10,512 shares 10,512 $369K 0.02% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 571 shares; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 535 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $367K 0.02% 0 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,691 shares; 2024Q2: 5,637 shares; 2024Q3: 7,551 shares; 2024Q4: 7,218 shares; 2025Q1: 6,623 shares; 2025Q2: 6,103 shares; 2025Q3: 12,474 shares 12,474 $364K 0.02% +6,371 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,380 shares; 2024Q2: 14,244 shares; 2024Q3: 13,689 shares; 2024Q4: 10,856 shares; 2025Q1: 9,911 shares; 2025Q2: 8,771 shares; 2025Q3: 8,544 shares 8,544 $362K 0.02% -227 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,220 shares; 2024Q2: 3,194 shares; 2024Q3: 3,069 shares; 2024Q4: 3,074 shares; 2025Q1: 2,800 shares; 2025Q2: not reported; 2025Q3: 4,360 shares 4,360 $353K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,900 shares 6,900 $350K 0.02% new Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,332 shares; 2024Q4: 15,359 shares; 2025Q1: 14,001 shares; 2025Q2: 10,137 shares; 2025Q3: 9,882 shares 9,882 $332K 0.02% -255 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,715 shares; 2025Q1: 18,301 shares; 2025Q2: 16,864 shares; 2025Q3: 16,436 shares 16,436 $327K 0.02% -428 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,431 shares; 2024Q2: 5,385 shares; 2024Q3: 5,175 shares; 2024Q4: not reported; 2025Q1: 4,731 shares; 2025Q2: 4,185 shares; 2025Q3: 4,076 shares 4,076 $326K 0.02% -109 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,543 shares; 2024Q2: 7,478 shares; 2024Q3: 7,184 shares; 2024Q4: 9,754 shares; 2025Q1: 8,556 shares; 2025Q2: 7,882 shares; 2025Q3: 7,682 shares 7,682 $321K 0.02% -200 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares 638 $318K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,440 shares; 2024Q2: 2,440 shares; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares 2,440 $315K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,200 shares; 2024Q2: 1,257 shares; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,167 shares; 2025Q3: 1,237 shares 1,237 $311K 0.02% +70 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,407 shares 1,407 $309K 0.02% -70 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,228 shares; 2024Q2: 13,104 shares; 2024Q3: 19,946 shares; 2024Q4: 19,627 shares; 2025Q1: 17,189 shares; 2025Q2: 15,838 shares; 2025Q3: 15,432 shares 15,432 $306K 0.02% -406 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,672 shares; 2024Q2: 6,672 shares; 2024Q3: 6,672 shares; 2024Q4: 6,672 shares; 2025Q1: 6,672 shares; 2025Q2: 6,672 shares; 2025Q3: 6,672 shares 6,672 $300K 0.02% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,356 shares; 2024Q2: 2,333 shares; 2024Q3: 2,243 shares; 2024Q4: 2,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,226 shares 5,226 $300K 0.02% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,151 shares 3,151 $299K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,930 shares; 2024Q2: not reported; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares 1,930 $299K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,955 shares; 2024Q2: 2,934 shares; 2024Q3: 2,927 shares; 2024Q4: 2,884 shares; 2025Q1: 2,749 shares; 2025Q2: 2,674 shares; 2025Q3: 2,683 shares 2,683 $298K 0.02% +9 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,682 shares; 2024Q2: not reported; 2024Q3: 7,312 shares; 2024Q4: 7,321 shares; 2025Q1: 6,671 shares; 2025Q2: 5,905 shares; 2025Q3: 5,756 shares 5,756 $293K 0.02% -149 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 575 shares; 2024Q2: not reported; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares 788 $292K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,276 shares; 2024Q2: 3,248 shares; 2024Q3: 3,405 shares; 2024Q4: 3,398 shares; 2025Q1: 2,903 shares; 2025Q2: 2,775 shares; 2025Q3: 2,548 shares 2,548 $292K 0.02% -227 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,798 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 2,274 shares 2,274 $291K 0.02% +299 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,734 shares; 2024Q2: 1,719 shares; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares; 2025Q1: 1,276 shares; 2025Q2: 840 shares; 2025Q3: 818 shares 818 $287K 0.02% -22 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares 4,932 $282K 0.02% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,401 shares 2,401 $280K 0.02% new Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares 3,661 $279K 0.02% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,988 shares; 2024Q2: 9,895 shares; 2024Q3: 9,509 shares; 2024Q4: 9,521 shares; 2025Q1: 8,670 shares; 2025Q2: 7,665 shares; 2025Q3: 7,465 shares 7,465 $278K 0.02% -200 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,411 shares; 2025Q3: 5,275 shares 5,275 $276K 0.02% -136 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 695 shares; 2024Q2: 695 shares; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 452 shares 452 $275K 0.02% -243 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 569 shares; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares 569 $273K 0.02% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,263 shares; 2024Q2: 3,263 shares; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares 3,263 $272K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,360 shares; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares 1,360 $266K 0.02% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,136 shares 7,136 $261K 0.02% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,561 shares; 2024Q4: not reported; 2025Q1: 10,561 shares; 2025Q2: 9,347 shares; 2025Q3: 9,110 shares 9,110 $253K 0.02% -237 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,466 shares; 2024Q2: 13,351 shares; 2024Q3: 12,833 shares; 2024Q4: 12,854 shares; 2025Q1: 11,721 shares; 2025Q2: 10,371 shares; 2025Q3: 10,102 shares 10,102 $251K 0.02% -269 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,886 shares; 2024Q2: 7,886 shares; 2024Q3: 7,886 shares; 2024Q4: 7,886 shares; 2025Q1: 7,886 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares 6,724 $250K 0.02% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19,845 shares; 2024Q2: 19,845 shares; 2024Q3: 19,845 shares; 2024Q4: 19,845 shares; 2025Q1: 19,845 shares; 2025Q2: 19,845 shares; 2025Q3: 19,845 shares 19,845 $246K 0.02% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,063 shares; 2024Q2: 7,003 shares; 2024Q3: 6,732 shares; 2024Q4: 8,631 shares; 2025Q1: 8,636 shares; 2025Q2: 7,958 shares; 2025Q3: 7,754 shares 7,754 $239K 0.01% -204 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,140 shares; 2024Q2: not reported; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares 3,140 $236K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,834 shares; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares 1,834 $235K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,049 shares; 2025Q2: 8,049 shares; 2025Q3: 8,204 shares 8,204 $232K 0.01% +155 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,751 shares; 2024Q2: 9,806 shares; 2024Q3: 9,815 shares; 2024Q4: 9,405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,579 shares 8,579 $232K 0.01% new Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,610 shares; 2024Q2: 5,557 shares; 2024Q3: 5,339 shares; 2024Q4: 3,963 shares; 2025Q1: 3,617 shares; 2025Q2: 3,200 shares; 2025Q3: 3,117 shares 3,117 $232K 0.01% -83 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 507,340 shares; 2024Q2: 478,605 shares; 2024Q3: 471,811 shares; 2024Q4: 463,791 shares; 2025Q1: 438,527 shares; 2025Q2: 6,190 shares; 2025Q3: 5,590 shares 5,590 $229K 0.01% -600 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,663 shares 2,663 $225K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares 1,396 $225K 0.01% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,908 shares; 2024Q2: 3,871 shares; 2024Q3: 3,719 shares; 2024Q4: 3,724 shares; 2025Q1: 3,396 shares; 2025Q2: 3,001 shares; 2025Q3: 2,923 shares 2,923 $219K 0.01% -78 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares 3,242 $219K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares 1,250 $216K 0.01% new Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,837 shares 2,837 $212K 0.01% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,018 shares; 2024Q4: 29,075 shares; 2025Q1: 25,472 shares; 2025Q2: 23,471 shares; 2025Q3: 22,868 shares 22,868 $208K 0.01% -603 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,769 shares; 2024Q2: 1,843 shares; 2024Q3: 1,924 shares; 2024Q4: 1,360 shares; 2025Q1: 1,000 shares; 2025Q2: 908 shares; 2025Q3: 770 shares 770 $206K 0.01% -138 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,718 shares; 2024Q2: 3,272 shares; 2024Q3: 3,417 shares; 2024Q4: 3,400 shares; 2025Q1: 2,492 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares 2,260 $204K 0.01% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,839 shares 4,839 $203K 0.01% new Timeline HCM HUTCHMED CHINA LTD More: the full row for HUTCHMED CHINA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,145 shares; 2024Q2: 16,988 shares; 2024Q3: 16,329 shares; 2024Q4: 15,388 shares; 2025Q1: 14,898 shares; 2025Q2: 13,184 shares; 2025Q3: 12,843 shares 12,843 $202K 0.01% -341 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 44,133 shares; 2024Q2: 42,673 shares; 2024Q3: 42,275 shares; 2024Q4: 40,905 shares; 2025Q1: 991 shares; 2025Q2: 900 shares; 2025Q3: 875 shares 875 $201K 0.01% -25 Timeline