AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704,442 shares; 2024Q4: 4,690,525 shares; 2025Q1: 4,641,306 shares; 2025Q2: 4,594,242 shares; 2025Q3: 4,585,290 shares 4,585,290 $1.17B 2.77% -8,952 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080,604 shares; 2024Q4: 2,096,211 shares; 2025Q1: 2,088,126 shares; 2025Q2: 2,109,500 shares; 2025Q3: 2,113,804 shares 2,113,804 $1.09B 2.59% +4,304 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337,621 shares; 2024Q4: 4,403,269 shares; 2025Q1: 4,338,240 shares; 2025Q2: 4,385,645 shares; 2025Q3: 4,500,474 shares 4,500,474 $840M 1.99% +114,829 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,682 shares; 2024Q4: 1,721,823 shares; 2025Q1: 1,553,407 shares; 2025Q2: 1,265,421 shares; 2025Q3: 1,198,993 shares 1,198,993 $802M 1.9% -66,428 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650,219 shares; 2024Q4: 2,573,172 shares; 2025Q1: 2,583,831 shares; 2025Q2: 2,797,050 shares; 2025Q3: 2,378,503 shares 2,378,503 $670M 1.59% -418,547 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556,515 shares; 2024Q4: 2,533,640 shares; 2025Q1: 2,536,411 shares; 2025Q2: 2,603,361 shares; 2025Q3: 2,636,276 shares 2,636,276 $579M 1.37% +32,915 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751,279 shares; 2024Q4: 1,702,896 shares; 2025Q1: 1,670,718 shares; 2025Q2: 1,763,860 shares; 2025Q3: 1,707,758 shares 1,707,758 $563M 1.34% -56,102 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,554 shares; 2024Q4: 795,210 shares; 2025Q1: 838,553 shares; 2025Q2: 894,107 shares; 2025Q3: 912,369 shares 912,369 $548M 1.3% +18,262 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793,267 shares; 2024Q4: 1,795,227 shares; 2025Q1: 1,734,927 shares; 2025Q2: 1,714,994 shares; 2025Q3: 1,702,375 shares 1,702,375 $537M 1.27% -12,619 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839,604 shares; 2024Q4: 1,836,600 shares; 2025Q1: 1,835,443 shares; 2025Q2: 1,846,349 shares; 2025Q3: 1,842,397 shares 1,842,397 $448M 1.06% -3,952 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,898 shares; 2024Q4: 572,456 shares; 2025Q1: 574,128 shares; 2025Q2: 647,265 shares; 2025Q3: 645,174 shares 645,174 $430M 1.02% -2,091 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776,609 shares; 2024Q4: 2,695,869 shares; 2025Q1: 2,531,090 shares; 2025Q2: 3,619,986 shares; 2025Q3: 3,448,433 shares 3,448,433 $408M 0.97% -171,553 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,523,154 shares; 2024Q4: not reported; 2025Q1: 3,169,322 shares; 2025Q2: 3,120,488 shares; 2025Q3: 3,289,691 shares 3,289,691 $397M 0.94% +169,203 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624,892 shares; 2024Q4: 9,641,304 shares; 2025Q1: 9,377,886 shares; 2025Q2: 7,367,505 shares; 2025Q3: 7,362,536 shares 7,362,536 $397M 0.94% -4,969 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174,250 shares; 2024Q4: 3,433,937 shares; 2025Q1: 3,452,734 shares; 2025Q2: 3,289,584 shares; 2025Q3: 2,575,061 shares 2,575,061 $358M 0.85% -714,523 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,863 shares; 2024Q4: 797,704 shares; 2025Q1: 792,268 shares; 2025Q2: 775,136 shares; 2025Q3: 763,352 shares 763,352 $358M 0.85% -11,784 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,046 shares; 2024Q4: 412,799 shares; 2025Q1: 444,177 shares; 2025Q2: 458,527 shares; 2025Q3: 472,689 shares 472,689 $347M 0.82% +14,162 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687,022 shares; 2024Q4: 8,513,173 shares; 2025Q1: 8,629,011 shares; 2025Q2: 8,284,516 shares; 2025Q3: 7,287,331 shares 7,287,331 $340M 0.81% -997,185 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197,655 shares; 2024Q4: 1,254,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334,645 shares 1,334,645 $325M 0.77% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405,166 shares; 2024Q4: 1,291,606 shares; 2025Q1: 1,259,918 shares; 2025Q2: 1,298,342 shares; 2025Q3: 1,214,475 shares 1,214,475 $291M 0.69% -83,867 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949,431 shares; 2024Q4: 4,351,359 shares; 2025Q1: 4,031,790 shares; 2025Q2: 4,193,154 shares; 2025Q3: 4,046,680 shares 4,046,680 $289M 0.68% -146,474 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578,121 shares; 2024Q4: 3,717,977 shares; 2025Q1: 3,774,434 shares; 2025Q2: 4,026,678 shares; 2025Q3: 4,708,787 shares 4,708,787 $279M 0.66% +682,109 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,848 shares; 2024Q4: 830,497 shares; 2025Q1: 815,103 shares; 2025Q2: 770,484 shares; 2025Q3: 789,297 shares 789,297 $269M 0.64% +18,813 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424,905 shares; 2024Q4: 1,471,387 shares; 2025Q1: 1,548,765 shares; 2025Q2: 1,568,643 shares; 2025Q3: 1,349,891 shares 1,349,891 $263M 0.62% -218,752 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785,400 shares; 2024Q4: 1,804,471 shares; 2025Q1: 1,824,424 shares; 2025Q2: 1,837,197 shares; 2025Q3: 1,852,559 shares 1,852,559 $261M 0.62% +15,362 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364,194 shares; 2024Q4: 2,306,387 shares; 2025Q1: 2,377,360 shares; 2025Q2: 2,244,255 shares; 2025Q3: 2,151,752 shares 2,151,752 $260M 0.62% -92,503 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,955 shares; 2024Q4: 504,792 shares; 2025Q1: 485,341 shares; 2025Q2: 486,912 shares; 2025Q3: 501,040 shares 501,040 $252M 0.6% +14,128 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171,972 shares; 2024Q4: 1,292,787 shares; 2025Q1: 1,343,140 shares; 2025Q2: 1,293,106 shares; 2025Q3: 1,321,032 shares 1,321,032 $245M 0.58% +27,926 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,161 shares; 2024Q4: 382,679 shares; 2025Q1: 385,093 shares; 2025Q2: 395,465 shares; 2025Q3: 395,016 shares 395,016 $242M 0.57% -449 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,919 shares; 2024Q4: 204,865 shares; 2025Q1: 187,655 shares; 2025Q2: 188,571 shares; 2025Q3: 1,914,312 shares 1,914,312 $241M 0.57% +1,725,741 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,374,208 shares; 2024Q4: 2,388,709 shares; 2025Q1: 2,332,398 shares; 2025Q2: 2,281,526 shares; 2025Q3: 2,323,142 shares 2,323,142 $239M 0.57% +41,616 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,040 shares; 2024Q4: 297,377 shares; 2025Q1: 292,904 shares; 2025Q2: 321,282 shares; 2025Q3: 309,267 shares 309,267 $236M 0.56% -12,015 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614,128 shares; 2024Q4: 2,873,566 shares; 2025Q1: 2,820,605 shares; 2025Q2: 2,722,208 shares; 2025Q3: 2,854,844 shares 2,854,844 $224M 0.53% +132,636 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,310 shares; 2024Q4: 956,556 shares; 2025Q1: 927,724 shares; 2025Q2: 938,929 shares; 2025Q3: 960,158 shares 960,158 $222M 0.53% +21,229 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,516 shares; 2024Q4: 668,923 shares; 2025Q1: 921,530 shares; 2025Q2: 1,006,406 shares; 2025Q3: 1,065,301 shares 1,065,301 $220M 0.52% +58,895 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728,355 shares; 2024Q4: 3,766,943 shares; 2025Q1: 3,657,305 shares; 2025Q2: 3,611,618 shares; 2025Q3: 3,599,964 shares 3,599,964 $216M 0.51% -11,654 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929,728 shares; 2024Q4: 1,846,556 shares; 2025Q1: 1,811,665 shares; 2025Q2: 1,570,032 shares; 2025Q3: 1,786,726 shares 1,786,726 $214M 0.51% +216,694 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226,704 shares; 2024Q4: 1,284,419 shares; 2025Q1: 1,810,446 shares; 2025Q2: 2,668,147 shares; 2025Q3: 3,196,286 shares 3,196,286 $211M 0.5% +528,139 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937,385 shares; 2024Q4: 3,157,576 shares; 2025Q1: 2,441,832 shares; 2025Q2: 3,343,833 shares; 2025Q3: 3,105,752 shares 3,105,752 $211M 0.5% -238,081 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,984 shares; 2024Q4: 249,353 shares; 2025Q1: 250,036 shares; 2025Q2: 246,010 shares; 2025Q3: 269,737 shares 269,737 $201M 0.48% +23,727 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,749,942 shares; 2025Q1: 1,615,754 shares; 2025Q2: 1,634,511 shares; 2025Q3: 1,610,070 shares 1,610,070 $194M 0.46% -24,441 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183,499 shares; 2024Q4: 1,203,001 shares; 2025Q1: 1,210,698 shares; 2025Q2: 1,205,961 shares; 2025Q3: 1,236,003 shares 1,236,003 $192M 0.45% +30,042 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,333 shares; 2024Q4: 23,527 shares; 2025Q1: 212,620 shares; 2025Q2: 295,418 shares; 2025Q3: 564,984 shares 564,984 $188M 0.45% +269,566 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432,781 shares; 2024Q4: 1,494,482 shares; 2025Q1: 1,562,382 shares; 2025Q2: 1,588,632 shares; 2025Q3: 1,618,022 shares 1,618,022 $182M 0.43% +29,390 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,499 shares; 2024Q4: 431,407 shares; 2025Q1: 436,176 shares; 2025Q2: 434,933 shares; 2025Q3: 435,948 shares 435,948 $177M 0.42% +1,015 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,793 shares; 2024Q4: 455,344 shares; 2025Q1: 451,488 shares; 2025Q2: 478,987 shares; 2025Q3: 466,333 shares 466,333 $175M 0.41% -12,654 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,226 shares; 2024Q4: 294,978 shares; 2025Q1: 293,000 shares; 2025Q2: 300,986 shares; 2025Q3: 300,269 shares 300,269 $171M 0.4% -717 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,535 shares; 2024Q4: 626,101 shares; 2025Q1: 594,722 shares; 2025Q2: 603,210 shares; 2025Q3: 599,573 shares 599,573 $169M 0.4% -3,637 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156,650 shares; 2024Q4: 4,106,825 shares; 2025Q1: 3,956,398 shares; 2025Q2: 1,994,654 shares; 2025Q3: 1,882,708 shares 1,882,708 $165M 0.39% -111,946 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225,287 shares; 2024Q4: 2,104,110 shares; 2025Q1: 2,008,957 shares; 2025Q2: 1,852,374 shares; 2025Q3: 2,049,993 shares 2,049,993 $164M 0.39% +197,619 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994,156 shares; 2024Q4: 950,972 shares; 2025Q1: 975,858 shares; 2025Q2: 1,049,299 shares; 2025Q3: 1,059,977 shares 1,059,977 $163M 0.39% +10,678 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471,231 shares; 2025Q1: 1,175,847 shares; 2025Q2: 1,343,768 shares; 2025Q3: 1,543,576 shares 1,543,576 $159M 0.38% +199,808 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866,984 shares; 2024Q4: 1,902,509 shares; 2025Q1: 1,887,396 shares; 2025Q2: 1,844,405 shares; 2025Q3: 1,851,047 shares 1,851,047 $155M 0.37% +6,642 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566,131 shares; 2024Q4: 2,459,323 shares; 2025Q1: 2,477,365 shares; 2025Q2: 2,600,663 shares; 2025Q3: 2,656,498 shares 2,656,498 $152M 0.36% +55,835 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686,001 shares; 2025Q3: 1,626,543 shares 1,626,543 $149M 0.35% -59,458 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750,963 shares; 2024Q4: 1,741,619 shares; 2025Q1: 1,606,301 shares; 2025Q2: 1,595,820 shares; 2025Q3: 1,633,236 shares 1,633,236 $146M 0.35% +37,416 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,671 shares; 2024Q4: 314,784 shares; 2025Q1: 329,839 shares; 2025Q2: 315,362 shares; 2025Q3: 320,508 shares 320,508 $143M 0.34% +5,146 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,833 shares; 2024Q4: 958,426 shares; 2025Q1: 1,281,708 shares; 2025Q2: 1,487,290 shares; 2025Q3: 1,500,566 shares 1,500,566 $141M 0.33% +13,276 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,726 shares; 2024Q4: 625,308 shares; 2025Q1: 604,066 shares; 2025Q2: 795,087 shares; 2025Q3: 734,169 shares 734,169 $139M 0.33% -60,918 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,316 shares; 2024Q4: 903,616 shares; 2025Q1: 879,105 shares; 2025Q2: 836,615 shares; 2025Q3: 813,006 shares 813,006 $136M 0.32% -23,609 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542,079 shares; 2024Q4: 275,493 shares; 2025Q1: 217,513 shares; 2025Q2: 213,961 shares; 2025Q3: 1,530,438 shares 1,530,438 $133M 0.32% +1,316,477 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788,249 shares; 2024Q4: 1,756,530 shares; 2025Q1: 1,744,862 shares; 2025Q2: 1,862,278 shares; 2025Q3: 1,918,891 shares 1,918,891 $131M 0.31% +56,613 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395,063 shares; 2024Q4: 1,743,558 shares; 2025Q1: 1,272,043 shares; 2025Q2: 1,147,454 shares; 2025Q3: 1,466,931 shares 1,466,931 $131M 0.31% +319,477 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,114 shares; 2024Q4: 1,442,260 shares; 2025Q1: 1,550,771 shares; 2025Q2: 1,559,924 shares; 2025Q3: 1,561,395 shares 1,561,395 $129M 0.31% +1,471 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,305 shares; 2024Q4: 1,093,256 shares; 2025Q1: 1,117,167 shares; 2025Q2: 1,252,180 shares; 2025Q3: 1,731,288 shares 1,731,288 $127M 0.3% +479,108 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,381 shares; 2024Q4: 881,951 shares; 2025Q1: 908,751 shares; 2025Q2: 863,502 shares; 2025Q3: 906,185 shares 906,185 $127M 0.3% +42,683 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650,938 shares; 2024Q4: 1,928,429 shares; 2025Q1: 2,247,634 shares; 2025Q2: 2,432,881 shares; 2025Q3: 2,656,839 shares 2,656,839 $126M 0.3% +223,958 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,230,491 shares; 2025Q1: 1,227,046 shares; 2025Q2: 1,489,280 shares; 2025Q3: 1,433,727 shares 1,433,727 $125M 0.3% -55,553 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,825 shares; 2024Q4: 1,490,429 shares; 2025Q1: 1,249,427 shares; 2025Q2: 1,223,042 shares; 2025Q3: 1,303,371 shares 1,303,371 $124M 0.29% +80,329 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870,795 shares; 2024Q4: 3,859,638 shares; 2025Q1: 3,991,337 shares; 2025Q2: 3,911,304 shares; 2025Q3: 3,926,746 shares 3,926,746 $123M 0.29% +15,442 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,657 shares; 2024Q4: 694,514 shares; 2025Q1: 662,731 shares; 2025Q2: 1,064,449 shares; 2025Q3: 1,226,174 shares 1,226,174 $123M 0.29% +161,725 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528,944 shares; 2024Q4: 1,507,181 shares; 2025Q1: 1,461,932 shares; 2025Q2: 1,538,315 shares; 2025Q3: 1,595,114 shares 1,595,114 $120M 0.29% +56,799 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539,057 shares; 2024Q4: 530,101 shares; 2025Q1: 542,274 shares; 2025Q2: 547,347 shares; 2025Q3: 555,832 shares 555,832 $120M 0.28% +8,485 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089,739 shares; 2024Q4: 1,154,272 shares; 2025Q1: 1,216,276 shares; 2025Q2: 1,215,669 shares; 2025Q3: 1,232,379 shares 1,232,379 $117M 0.28% +16,710 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,383 shares; 2024Q4: 581,389 shares; 2025Q1: 576,892 shares; 2025Q2: 575,411 shares; 2025Q3: 580,508 shares 580,508 $117M 0.28% +5,097 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,296 shares; 2024Q4: 118,297 shares; 2025Q1: 118,559 shares; 2025Q2: 120,098 shares; 2025Q3: 125,736 shares 125,736 $116M 0.28% +5,638 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,764 shares; 2024Q4: 253,537 shares; 2025Q1: 255,575 shares; 2025Q2: 245,376 shares; 2025Q3: 242,597 shares 242,597 $116M 0.27% -2,779 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,860 shares; 2025Q1: 96,267 shares; 2025Q2: 100,483 shares; 2025Q3: 98,884 shares 98,884 $115M 0.27% -1,599 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,971 shares; 2024Q4: 408,132 shares; 2025Q1: 359,302 shares; 2025Q2: 394,451 shares; 2025Q3: 407,303 shares 407,303 $115M 0.27% +12,852 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,739 shares; 2024Q4: 620,898 shares; 2025Q1: 628,421 shares; 2025Q2: 647,929 shares; 2025Q3: 662,466 shares 662,466 $113M 0.27% +14,537 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,301 shares; 2024Q4: 365,820 shares; 2025Q1: 356,101 shares; 2025Q2: 358,215 shares; 2025Q3: 385,285 shares 385,285 $113M 0.27% +27,070 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652,626 shares; 2024Q4: 1,832,297 shares; 2025Q1: 1,991,751 shares; 2025Q2: 2,334,502 shares; 2025Q3: 2,685,955 shares 2,685,955 $113M 0.27% +351,453 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,887 shares; 2024Q4: 390,250 shares; 2025Q1: 378,257 shares; 2025Q2: 366,887 shares; 2025Q3: 370,543 shares 370,543 $113M 0.27% +3,656 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,889 shares; 2024Q4: 644,711 shares; 2025Q1: 681,808 shares; 2025Q2: 656,212 shares; 2025Q3: 671,865 shares 671,865 $112M 0.26% +15,653 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,718 shares; 2024Q4: 376,462 shares; 2025Q1: 411,562 shares; 2025Q2: 386,838 shares; 2025Q3: 390,431 shares 390,431 $110M 0.26% +3,593 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,745 shares; 2024Q4: 785,005 shares; 2025Q1: 935,459 shares; 2025Q2: 1,130,378 shares; 2025Q3: 1,101,756 shares 1,101,756 $108M 0.26% -28,622 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,565 shares; 2024Q4: 1,426,359 shares; 2025Q1: 1,477,361 shares; 2025Q2: 1,477,592 shares; 2025Q3: 1,559,314 shares 1,559,314 $108M 0.25% +81,722 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,497 shares; 2024Q4: 425,097 shares; 2025Q1: 436,580 shares; 2025Q2: 433,871 shares; 2025Q3: 417,834 shares 417,834 $107M 0.25% -16,037 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640,048 shares; 2024Q4: 1,097,763 shares; 2025Q1: 1,081,557 shares; 2025Q2: 991,087 shares; 2025Q3: 1,104,632 shares 1,104,632 $107M 0.25% +113,545 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831,760 shares; 2025Q3: 3,069,273 shares 3,069,273 $105M 0.25% +2,237,513 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,125 shares; 2024Q4: 83,242 shares; 2025Q1: 84,298 shares; 2025Q2: 82,717 shares; 2025Q3: 87,424 shares 87,424 $105M 0.25% +4,707 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354,457 shares; 2024Q4: 1,281,303 shares; 2025Q1: 1,245,760 shares; 2025Q2: 1,100,663 shares; 2025Q3: 1,221,727 shares 1,221,727 $103M 0.24% +121,064 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505,717 shares; 2024Q4: 1,610,776 shares; 2025Q1: 1,595,396 shares; 2025Q2: 1,524,492 shares; 2025Q3: 1,548,368 shares 1,548,368 $103M 0.24% +23,876 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,476 shares; 2024Q4: 332,198 shares; 2025Q1: 359,643 shares; 2025Q2: 360,069 shares; 2025Q3: 359,133 shares 359,133 $100M 0.24% -936 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922,630 shares; 2024Q4: 923,463 shares; 2025Q1: 1,058,044 shares; 2025Q2: 1,042,814 shares; 2025Q3: 1,034,929 shares 1,034,929 $99.9M 0.24% -7,885 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,179 shares; 2024Q4: 811,127 shares; 2025Q1: 1,197,537 shares; 2025Q2: 1,067,022 shares; 2025Q3: 1,370,803 shares 1,370,803 $99.8M 0.24% +303,781 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,664 shares; 2024Q4: 667,203 shares; 2025Q1: 1,274,557 shares; 2025Q2: 1,344,406 shares; 2025Q3: 1,445,301 shares 1,445,301 $97.2M 0.23% +100,895 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: restricted; 2024Q2: restricted; 2024Q3: 680,602 shares; 2024Q4: 718,299 shares; 2025Q1: 753,086 shares; 2025Q2: 778,605 shares; 2025Q3: 790,501 shares 790,501 $96.8M 0.23% +11,896 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564,479 shares; 2024Q4: 1,465,208 shares; 2025Q1: 1,491,918 shares; 2025Q2: 1,708,151 shares; 2025Q3: 1,753,702 shares 1,753,702 $95M 0.23% +45,551 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740,727 shares; 2025Q3: 2,479,443 shares 2,479,443 $93.9M 0.22% +738,716 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,915 shares; 2024Q4: 964,013 shares; 2025Q1: 789,955 shares; 2025Q2: 684,007 shares; 2025Q3: 778,971 shares 778,971 $92.6M 0.22% +94,964 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,239 shares; 2024Q4: 113,882 shares; 2025Q1: 121,701 shares; 2025Q2: 116,638 shares; 2025Q3: 115,572 shares 115,572 $92M 0.22% -1,066 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,361 shares; 2024Q4: 615,028 shares; 2025Q1: 596,088 shares; 2025Q2: 669,868 shares; 2025Q3: 676,067 shares 676,067 $90.6M 0.21% +6,199 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,336 shares; 2024Q4: 561,384 shares; 2025Q1: 529,813 shares; 2025Q2: 522,526 shares; 2025Q3: 549,678 shares 549,678 $89.2M 0.21% +27,152 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,965 shares; 2024Q4: 257,400 shares; 2025Q1: 293,404 shares; 2025Q2: 304,480 shares; 2025Q3: 309,774 shares 309,774 $87.4M 0.21% +5,294 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911,576 shares; 2024Q4: 1,884,589 shares; 2025Q1: 1,744,062 shares; 2025Q2: 1,681,382 shares; 2025Q3: 1,692,275 shares 1,692,275 $87.3M 0.21% +10,893 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677,901 shares; 2024Q4: 1,677,246 shares; 2025Q1: 1,673,687 shares; 2025Q2: 1,696,212 shares; 2025Q3: 1,757,141 shares 1,757,141 $86.9M 0.21% +60,929 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,354 shares; 2024Q4: 647,977 shares; 2025Q1: 650,152 shares; 2025Q2: 658,206 shares; 2025Q3: 649,944 shares 649,944 $85.3M 0.2% -8,262 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,965 shares; 2024Q4: 1,057,319 shares; 2025Q1: 681,135 shares; 2025Q2: 641,404 shares; 2025Q3: 603,939 shares 603,939 $84.6M 0.2% -37,465 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,619 shares; 2024Q4: 222,023 shares; 2025Q1: 307,694 shares; 2025Q2: 308,275 shares; 2025Q3: 301,582 shares 301,582 $82.2M 0.19% -6,693 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970,739 shares; 2024Q4: 2,415,020 shares; 2025Q1: 2,663,328 shares; 2025Q2: 2,871,186 shares; 2025Q3: 3,601,418 shares 3,601,418 $81.8M 0.19% +730,232 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148,064 shares; 2024Q4: 1,208,604 shares; 2025Q1: 1,302,783 shares; 2025Q2: 1,384,120 shares; 2025Q3: 1,514,034 shares 1,514,034 $80.6M 0.19% +129,914 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,520 shares; 2024Q4: 399,631 shares; 2025Q1: 394,055 shares; 2025Q2: 411,802 shares; 2025Q3: 441,369 shares 441,369 $80.5M 0.19% +29,567 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320,477 shares; 2024Q4: 1,272,938 shares; 2025Q1: 1,320,818 shares; 2025Q2: 1,179,588 shares; 2025Q3: 1,213,713 shares 1,213,713 $79.2M 0.19% +34,125 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,624 shares; 2024Q4: 640,899 shares; 2025Q1: 645,842 shares; 2025Q2: 638,356 shares; 2025Q3: 639,573 shares 639,573 $79.1M 0.19% +1,217 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438,007 shares; 2024Q4: 1,491,535 shares; 2025Q1: 1,611,072 shares; 2025Q2: 1,691,925 shares; 2025Q3: 1,775,366 shares 1,775,366 $79.1M 0.19% +83,441 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058,443 shares; 2024Q4: 2,061,898 shares; 2025Q1: 1,925,109 shares; 2025Q2: 1,768,800 shares; 2025Q3: 1,799,672 shares 1,799,672 $79.1M 0.19% +30,872 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,237 shares; 2024Q4: 176,504 shares; 2025Q1: 173,672 shares; 2025Q2: 158,357 shares; 2025Q3: 160,710 shares 160,710 $77.1M 0.18% +2,353 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,384 shares; 2024Q4: 1,260,806 shares; 2025Q1: 1,362,823 shares; 2025Q2: 1,387,440 shares; 2025Q3: 1,517,499 shares 1,517,499 $77.1M 0.18% +130,059 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,379 shares; 2024Q4: 297,595 shares; 2025Q1: 289,156 shares; 2025Q2: 291,403 shares; 2025Q3: 303,850 shares 303,850 $76.4M 0.18% +12,447 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,969 shares; 2024Q4: 138,590 shares; 2025Q1: 139,361 shares; 2025Q2: 160,486 shares; 2025Q3: 160,384 shares 160,384 $76.2M 0.18% -102 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,857 shares; 2024Q4: 203,997 shares; 2025Q1: 204,788 shares; 2025Q2: 190,715 shares; 2025Q3: 206,564 shares 206,564 $73.4M 0.17% +15,849 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,764 shares; 2024Q4: 218,475 shares; 2025Q1: 220,013 shares; 2025Q2: 217,627 shares; 2025Q3: 223,082 shares 223,082 $73.2M 0.17% +5,455 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,698 shares; 2024Q4: 298,817 shares; 2025Q1: 286,857 shares; 2025Q2: 199,292 shares; 2025Q3: 209,428 shares 209,428 $72.3M 0.17% +10,136 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,707 shares; 2024Q4: 873,445 shares; 2025Q1: 863,071 shares; 2025Q2: 876,375 shares; 2025Q3: 914,284 shares 914,284 $72.1M 0.17% +37,909 Timeline FTC 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: restricted; 2024Q2: restricted; 2024Q3: 430,251 shares; 2024Q4: 437,116 shares; 2025Q1: 447,862 shares; 2025Q2: 443,362 shares; 2025Q3: 441,557 shares 441,557 $70.9M 0.17% -1,805 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,102 shares; 2024Q4: 220,412 shares; 2025Q1: 209,813 shares; 2025Q2: 205,583 shares; 2025Q3: 207,287 shares 207,287 $70.7M 0.17% +1,704 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,504 shares; 2024Q4: 288,816 shares; 2025Q1: 289,849 shares; 2025Q2: 252,245 shares; 2025Q3: 290,772 shares 290,772 $70.4M 0.17% +38,527 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,496 shares; 2024Q4: 737,266 shares; 2025Q1: 733,802 shares; 2025Q2: 716,638 shares; 2025Q3: 724,705 shares 724,705 $67.7M 0.16% +8,067 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,563 shares; 2024Q4: 344,361 shares; 2025Q1: 352,158 shares; 2025Q2: 285,386 shares; 2025Q3: 330,214 shares 330,214 $67.2M 0.16% +44,828 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,559 shares; 2024Q4: 974,244 shares; 2025Q1: 1,084,435 shares; 2025Q2: 1,107,341 shares; 2025Q3: 1,152,122 shares 1,152,122 $66.3M 0.16% +44,781 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 943,287 shares; 2025Q3: 1,280,144 shares 1,280,144 $65.6M 0.16% +336,857 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,358 shares; 2024Q4: 197,748 shares; 2025Q1: 195,736 shares; 2025Q2: 195,382 shares; 2025Q3: 194,490 shares 194,490 $64.6M 0.15% -892 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,769 shares; 2024Q4: 301,972 shares; 2025Q1: 300,132 shares; 2025Q2: 358,585 shares; 2025Q3: 344,712 shares 344,712 $64.3M 0.15% -13,873 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,200 shares; 2024Q4: 141,970 shares; 2025Q1: 141,139 shares; 2025Q2: 142,168 shares; 2025Q3: 128,602 shares 128,602 $64.2M 0.15% -13,566 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,988 shares; 2024Q4: 220,344 shares; 2025Q1: 227,148 shares; 2025Q2: 269,300 shares; 2025Q3: 271,291 shares 271,291 $64.1M 0.15% +1,991 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,843 shares; 2024Q4: 584,971 shares; 2025Q1: 578,092 shares; 2025Q2: 658,501 shares; 2025Q3: 655,308 shares 655,308 $62.3M 0.15% -3,193 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,940 shares; 2024Q4: 158,874 shares; 2025Q1: 160,362 shares; 2025Q2: 193,381 shares; 2025Q3: 201,025 shares 201,025 $61.4M 0.15% +7,644 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,004 shares; 2024Q4: 286,354 shares; 2025Q1: 296,890 shares; 2025Q2: 287,775 shares; 2025Q3: 285,560 shares 285,560 $60.1M 0.14% -2,215 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,458 shares; 2024Q4: 254,035 shares; 2025Q1: 251,248 shares; 2025Q2: 253,923 shares; 2025Q3: 270,897 shares 270,897 $59.8M 0.14% +16,974 Timeline FEX 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: restricted; 2024Q2: restricted; 2024Q3: 503,029 shares; 2024Q4: 509,143 shares; 2025Q1: 516,176 shares; 2025Q2: 523,437 shares; 2025Q3: 509,453 shares 509,453 $59.5M 0.14% -13,984 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232,625 shares; 2024Q4: 2,254,967 shares; 2025Q1: 2,183,390 shares; 2025Q2: 2,158,952 shares; 2025Q3: 2,087,897 shares 2,087,897 $59M 0.14% -71,055 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,494 shares; 2024Q4: 217,341 shares; 2025Q1: 257,068 shares; 2025Q2: 267,821 shares; 2025Q3: 248,176 shares 248,176 $58.8M 0.14% -19,645 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,276 shares; 2024Q4: 159,491 shares; 2025Q1: 182,793 shares; 2025Q2: 186,239 shares; 2025Q3: 190,560 shares 190,560 $57.3M 0.14% +4,321 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927,307 shares; 2024Q4: 918,085 shares; 2025Q1: 930,853 shares; 2025Q2: 914,696 shares; 2025Q3: 860,089 shares 860,089 $56.8M 0.13% -54,607 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,211 shares; 2024Q4: 193,065 shares; 2025Q1: 185,081 shares; 2025Q2: 190,796 shares; 2025Q3: 193,473 shares 193,473 $56.8M 0.13% +2,677 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,775 shares; 2024Q4: 449,209 shares; 2025Q1: 458,493 shares; 2025Q2: 463,604 shares; 2025Q3: 468,701 shares 468,701 $56.7M 0.13% +5,097 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,364 shares; 2024Q4: 124,670 shares; 2025Q1: 120,875 shares; 2025Q2: 119,712 shares; 2025Q3: 123,725 shares 123,725 $56.6M 0.13% +4,013 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,886 shares; 2024Q4: 152,531 shares; 2025Q1: 137,357 shares; 2025Q2: 137,013 shares; 2025Q3: 136,160 shares 136,160 $56.4M 0.13% -853 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: restricted; 2024Q2: restricted; 2024Q3: 59,310 shares; 2024Q4: 60,479 shares; 2025Q1: 52,191 shares; 2025Q2: 54,692 shares; 2025Q3: 267,896 shares 267,896 $56.1M 0.13% +213,204 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,668 shares; 2024Q4: 174,798 shares; 2025Q1: 198,367 shares; 2025Q2: 280,069 shares; 2025Q3: 284,929 shares 284,929 $55.8M 0.13% +4,860 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: restricted; 2024Q2: restricted; 2024Q3: 910,818 shares; 2024Q4: 881,318 shares; 2025Q1: 1,140,924 shares; 2025Q2: 1,055,359 shares; 2025Q3: 1,202,566 shares 1,202,566 $55.8M 0.13% +147,207 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,026 shares; 2024Q4: 204,059 shares; 2025Q1: 202,784 shares; 2025Q2: 200,547 shares; 2025Q3: 196,860 shares 196,860 $55M 0.13% -3,687 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,972 shares; 2024Q4: 634,144 shares; 2025Q1: 632,629 shares; 2025Q2: 606,026 shares; 2025Q3: 538,181 shares 538,181 $54.6M 0.13% -67,845 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,839 shares; 2024Q4: 881,059 shares; 2025Q1: 965,916 shares; 2025Q2: 1,026,106 shares; 2025Q3: 793,500 shares 793,500 $53.8M 0.13% -232,606 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465,402 shares; 2024Q4: 1,555,758 shares; 2025Q1: 1,553,463 shares; 2025Q2: 1,478,568 shares; 2025Q3: 1,700,154 shares 1,700,154 $53.8M 0.13% +221,586 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,252 shares; 2024Q4: 904,865 shares; 2025Q1: 867,001 shares; 2025Q2: 846,920 shares; 2025Q3: 847,840 shares 847,840 $53.7M 0.13% +920 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,040 shares; 2024Q4: 284,776 shares; 2025Q1: 282,728 shares; 2025Q2: 256,132 shares; 2025Q3: 263,370 shares 263,370 $53.6M 0.13% +7,238 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,389 shares; 2024Q4: 45,488 shares; 2025Q1: 67,702 shares; 2025Q2: 89,935 shares; 2025Q3: 86,317 shares 86,317 $53.1M 0.13% -3,618 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,011 shares; 2024Q4: 220,917 shares; 2025Q1: 214,597 shares; 2025Q2: 202,939 shares; 2025Q3: 202,134 shares 202,134 $52.7M 0.12% -805 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,862 shares; 2024Q4: 779,685 shares; 2025Q1: 781,450 shares; 2025Q2: 853,084 shares; 2025Q3: 1,020,186 shares 1,020,186 $52.5M 0.12% +167,102 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234,777 shares; 2024Q4: 2,145,165 shares; 2025Q1: 2,275,582 shares; 2025Q2: 2,221,819 shares; 2025Q3: 2,269,556 shares 2,269,556 $52.5M 0.12% +47,737 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,890 shares; 2024Q4: 54,234 shares; 2025Q1: 56,366 shares; 2025Q2: 61,207 shares; 2025Q3: 56,885 shares 56,885 $52.4M 0.12% -4,322 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,699 shares; 2024Q4: 68,209 shares; 2025Q1: 68,856 shares; 2025Q2: 52,943 shares; 2025Q3: 53,486 shares 53,486 $51.8M 0.12% +543 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820,677 shares; 2024Q4: 2,453,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,174 shares 2,016,174 $51.4M 0.12% new Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,266 shares; 2024Q4: 848,722 shares; 2025Q1: 1,380,076 shares; 2025Q2: 1,069,637 shares; 2025Q3: 1,107,356 shares 1,107,356 $51.2M 0.12% +37,719 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,824 shares; 2024Q4: 536,744 shares; 2025Q1: 501,359 shares; 2025Q2: 487,902 shares; 2025Q3: 495,212 shares 495,212 $51M 0.12% +7,310 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,770 shares; 2024Q4: 126,996 shares; 2025Q1: 127,126 shares; 2025Q2: 127,143 shares; 2025Q3: 126,814 shares 126,814 $51M 0.12% -329 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,549 shares; 2024Q4: 222,533 shares; 2025Q1: 240,882 shares; 2025Q2: 224,641 shares; 2025Q3: 224,033 shares 224,033 $51M 0.12% -608 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,991 shares; 2024Q4: 895,387 shares; 2025Q1: 810,226 shares; 2025Q2: 782,491 shares; 2025Q3: 748,500 shares 748,500 $51M 0.12% -33,991 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244,831 shares; 2024Q4: 1,097,692 shares; 2025Q1: 833,758 shares; 2025Q2: 592,524 shares; 2025Q3: 483,951 shares 483,951 $50.6M 0.12% -108,573 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,221 shares; 2024Q4: 899,366 shares; 2025Q1: 1,013,110 shares; 2025Q2: 985,680 shares; 2025Q3: 994,019 shares 994,019 $50.2M 0.12% +8,339 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,039 shares; 2024Q4: 131,938 shares; 2025Q1: 122,433 shares; 2025Q2: 103,420 shares; 2025Q3: 103,025 shares 103,025 $50M 0.12% -395 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,434,643 shares; 2025Q1: 1,202,336 shares; 2025Q2: 1,036,139 shares; 2025Q3: 868,773 shares 868,773 $49.9M 0.12% -167,366 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,397 shares; 2024Q4: 197,086 shares; 2025Q1: 183,792 shares; 2025Q2: 201,451 shares; 2025Q3: 208,341 shares 208,341 $49.9M 0.12% +6,890 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,239 shares; 2024Q4: 313,525 shares; 2025Q1: 333,296 shares; 2025Q2: 327,631 shares; 2025Q3: 313,453 shares 313,453 $49.8M 0.12% -14,178 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,218 shares; 2024Q4: 260,075 shares; 2025Q1: 262,548 shares; 2025Q2: 248,775 shares; 2025Q3: 191,548 shares 191,548 $49.7M 0.12% -57,227 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,571 shares; 2024Q4: 103,167 shares; 2025Q1: 123,233 shares; 2025Q2: 137,187 shares; 2025Q3: 150,601 shares 150,601 $49.6M 0.12% +13,414 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,932 shares; 2024Q4: 459,154 shares; 2025Q1: 446,876 shares; 2025Q2: 422,704 shares; 2025Q3: 428,661 shares 428,661 $49.1M 0.12% +5,957 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 488,062 shares; 2025Q1: 454,924 shares; 2025Q2: 351,493 shares; 2025Q3: 364,821 shares 364,821 $48.9M 0.12% +13,328 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,478 shares; 2024Q4: 231,381 shares; 2025Q1: 258,953 shares; 2025Q2: 250,629 shares; 2025Q3: 252,591 shares 252,591 $48.6M 0.12% +1,962 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,361 shares; 2024Q4: 47,164 shares; 2025Q1: 46,476 shares; 2025Q2: 65,172 shares; 2025Q3: 63,988 shares 63,988 $48.5M 0.11% -1,184 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,744 shares; 2024Q4: 536,534 shares; 2025Q1: 563,693 shares; 2025Q2: 523,356 shares; 2025Q3: 523,765 shares 523,765 $47.6M 0.11% +409 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965,644 shares; 2024Q4: 969,022 shares; 2025Q1: 966,482 shares; 2025Q2: 982,866 shares; 2025Q3: 1,024,144 shares 1,024,144 $46.8M 0.11% +41,278 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,705 shares; 2024Q4: 569,493 shares; 2025Q1: 531,424 shares; 2025Q2: 497,400 shares; 2025Q3: 487,673 shares 487,673 $46.6M 0.11% -9,727 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,370 shares; 2024Q4: 229,175 shares; 2025Q1: 224,748 shares; 2025Q2: 191,671 shares; 2025Q3: 182,472 shares 182,472 $46.4M 0.11% -9,199 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259,391 shares; 2024Q4: 2,189,598 shares; 2025Q1: 2,261,778 shares; 2025Q2: 2,119,085 shares; 2025Q3: 2,133,542 shares 2,133,542 $46.3M 0.11% +14,457 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866,478 shares; 2024Q4: 878,713 shares; 2025Q1: 920,237 shares; 2025Q2: 1,196,678 shares; 2025Q3: 1,048,462 shares 1,048,462 $46M 0.11% -148,216 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,662 shares; 2024Q4: 544,824 shares; 2025Q1: 508,078 shares; 2025Q2: 572,836 shares; 2025Q3: 544,257 shares 544,257 $45.5M 0.11% -28,579 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,974 shares; 2024Q4: 387,358 shares; 2025Q1: 378,154 shares; 2025Q2: 389,578 shares; 2025Q3: 388,643 shares 388,643 $44.5M 0.11% -935 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,861 shares; 2024Q4: 84,320 shares; 2025Q1: 84,964 shares; 2025Q2: 85,333 shares; 2025Q3: 91,265 shares 91,265 $44.4M 0.11% +5,932 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400,325 shares; 2024Q4: 1,490,986 shares; 2025Q1: 2,079,281 shares; 2025Q2: 2,070,854 shares; 2025Q3: 2,173,973 shares 2,173,973 $43.9M 0.1% +103,119 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554,731 shares; 2024Q4: 1,799,015 shares; 2025Q1: 1,952,975 shares; 2025Q2: 2,095,403 shares; 2025Q3: 2,117,960 shares 2,117,960 $43.7M 0.1% +22,557 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,827 shares; 2024Q4: 599,963 shares; 2025Q1: 538,731 shares; 2025Q2: 491,768 shares; 2025Q3: 484,786 shares 484,786 $43.3M 0.1% -6,982 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,168 shares; 2024Q4: 770,408 shares; 2025Q1: 830,085 shares; 2025Q2: 957,345 shares; 2025Q3: 979,486 shares 979,486 $43.3M 0.1% +22,141 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,236 shares; 2024Q4: 613,687 shares; 2025Q1: 677,915 shares; 2025Q2: 733,223 shares; 2025Q3: 707,527 shares 707,527 $43.3M 0.1% -25,696 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,169 shares; 2024Q4: 460,272 shares; 2025Q1: 469,660 shares; 2025Q2: 530,319 shares; 2025Q3: 547,494 shares 547,494 $42.8M 0.1% +17,175 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,596 shares; 2024Q4: 607,648 shares; 2025Q1: 620,840 shares; 2025Q2: 629,554 shares; 2025Q3: 215,360 shares 215,360 $42.2M 0.1% -414,194 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,551 shares; 2024Q4: 786,825 shares; 2025Q1: 816,552 shares; 2025Q2: 831,647 shares; 2025Q3: 897,210 shares 897,210 $42.1M 0.1% +65,563 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,094 shares; 2024Q4: 384,916 shares; 2025Q1: 384,118 shares; 2025Q2: 294,494 shares; 2025Q3: 322,392 shares 322,392 $42M 0.1% +27,898 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,778 shares; 2024Q4: 444,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824,332 shares 824,332 $41.8M 0.1% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,765 shares; 2024Q4: 229,276 shares; 2025Q1: 227,154 shares; 2025Q2: 218,894 shares; 2025Q3: 268,158 shares 268,158 $41.4M 0.1% +49,264 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,489 shares; 2024Q4: 264,330 shares; 2025Q1: 261,437 shares; 2025Q2: 268,524 shares; 2025Q3: 329,779 shares 329,779 $41.2M 0.1% +61,255 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 888,873 shares; 2025Q1: 926,541 shares; 2025Q2: 1,171,450 shares; 2025Q3: 1,194,803 shares 1,194,803 $40.8M 0.1% +23,353 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,366 shares; 2025Q1: 130,880 shares; 2025Q2: 310,166 shares; 2025Q3: 279,587 shares 279,587 $40.7M 0.1% -30,579 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,363 shares; 2024Q4: 525,090 shares; 2025Q1: 489,796 shares; 2025Q2: 494,840 shares; 2025Q3: 493,907 shares 493,907 $40.7M 0.1% -933 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,559 shares; 2024Q4: 135,786 shares; 2025Q1: 131,554 shares; 2025Q2: 121,881 shares; 2025Q3: 117,271 shares 117,271 $40.6M 0.1% -4,610 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,998 shares; 2024Q4: 249,622 shares; 2025Q1: 224,038 shares; 2025Q2: 310,389 shares; 2025Q3: 313,282 shares 313,282 $40.2M 0.1% +2,893 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003,236 shares 1,003,236 $39.9M 0.09% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,089 shares; 2024Q4: 133,337 shares; 2025Q1: 161,132 shares; 2025Q2: 179,242 shares; 2025Q3: 181,860 shares 181,860 $39.9M 0.09% +2,618 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,851 shares; 2024Q4: 281,145 shares; 2025Q1: 321,491 shares; 2025Q2: 294,313 shares; 2025Q3: 283,493 shares 283,493 $39.3M 0.09% -10,820 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,686 shares; 2024Q4: 417,631 shares; 2025Q1: 447,924 shares; 2025Q2: 473,408 shares; 2025Q3: 474,223 shares 474,223 $38.9M 0.09% +815 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,455 shares; 2024Q4: 34,776 shares; 2025Q1: 38,913 shares; 2025Q2: 52,072 shares; 2025Q3: 55,175 shares 55,175 $38.5M 0.09% +3,103 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,017 shares; 2024Q4: 255,644 shares; 2025Q1: 256,954 shares; 2025Q2: 260,661 shares; 2025Q3: 265,288 shares 265,288 $38.3M 0.09% +4,627 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,656 shares; 2024Q4: 176,229 shares; 2025Q1: 179,830 shares; 2025Q2: 209,780 shares; 2025Q3: 207,969 shares 207,969 $38.2M 0.09% -1,811 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,624 shares; 2024Q4: 1,555,779 shares; 2025Q1: 1,479,940 shares; 2025Q2: 1,471,574 shares; 2025Q3: 1,346,080 shares 1,346,080 $38.1M 0.09% -125,494 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 413,136 shares; 2025Q1: 408,062 shares; 2025Q2: 365,416 shares; 2025Q3: 346,267 shares 346,267 $38.1M 0.09% -19,149 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,323 shares; 2024Q4: 184,484 shares; 2025Q1: 184,768 shares; 2025Q2: 199,045 shares; 2025Q3: 190,128 shares 190,128 $37.7M 0.09% -8,917 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,732 shares; 2024Q4: 291,695 shares; 2025Q1: 250,810 shares; 2025Q2: 224,185 shares; 2025Q3: 242,449 shares 242,449 $37.6M 0.09% +18,264 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,387 shares; 2024Q4: 302,378 shares; 2025Q1: 302,092 shares; 2025Q2: 368,348 shares; 2025Q3: 401,301 shares 401,301 $37.6M 0.09% +32,953 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,627 shares; 2024Q4: 442,971 shares; 2025Q1: 477,801 shares; 2025Q2: 628,301 shares; 2025Q3: 626,166 shares 626,166 $37.5M 0.09% -2,135 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,151 shares; 2024Q4: 1,071,837 shares; 2025Q1: 1,110,716 shares; 2025Q2: 1,222,004 shares; 2025Q3: 1,253,715 shares 1,253,715 $37.1M 0.09% +31,711 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,227 shares; 2024Q4: 111,981 shares; 2025Q1: 93,505 shares; 2025Q2: 96,038 shares; 2025Q3: 87,658 shares 87,658 $37M 0.09% -8,380 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,273 shares; 2024Q4: 649,770 shares; 2025Q1: 675,488 shares; 2025Q2: 680,493 shares; 2025Q3: 692,255 shares 692,255 $36.7M 0.09% +11,762 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,239 shares; 2024Q4: 280,935 shares; 2025Q1: 269,511 shares; 2025Q2: 762,906 shares; 2025Q3: 743,602 shares 743,602 $36.5M 0.09% -19,304 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,578 shares; 2024Q4: 183,841 shares; 2025Q1: 189,414 shares; 2025Q2: 178,387 shares; 2025Q3: 178,071 shares 178,071 $36.5M 0.09% -316 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,471 shares; 2024Q4: 520,941 shares; 2025Q1: 528,804 shares; 2025Q2: 519,934 shares; 2025Q3: 529,206 shares 529,206 $36M 0.09% +9,272 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: restricted; 2024Q2: restricted; 2024Q3: 420,376 shares; 2024Q4: 493,987 shares; 2025Q1: 595,219 shares; 2025Q2: 603,775 shares; 2025Q3: 606,853 shares 606,853 $36M 0.09% +3,078 BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757,182 shares; 2024Q4: 1,379,094 shares; 2025Q1: 1,530,373 shares; 2025Q2: 1,085,048 shares; 2025Q3: 1,074,339 shares 1,074,339 $35.9M 0.09% -10,709 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,985 shares; 2024Q4: 109,469 shares; 2025Q1: 110,315 shares; 2025Q2: 149,864 shares; 2025Q3: 177,904 shares 177,904 $35.9M 0.08% +28,040 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 20,647 shares; 2025Q1: 20,779 shares; 2025Q2: 318,703 shares; 2025Q3: 332,529 shares 332,529 $35.9M 0.08% +13,826 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,202 shares; 2024Q4: 44,303 shares; 2025Q1: 46,811 shares; 2025Q2: 46,616 shares; 2025Q3: 46,299 shares 46,299 $35.8M 0.08% -317 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,469 shares; 2024Q4: 129,465 shares; 2025Q1: 147,504 shares; 2025Q2: 156,855 shares; 2025Q3: 150,463 shares 150,463 $35.4M 0.08% -6,392 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,238 shares; 2024Q4: 292,194 shares; 2025Q1: 296,052 shares; 2025Q2: 262,743 shares; 2025Q3: 283,579 shares 283,579 $35.1M 0.08% +20,836 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,842 shares; 2024Q4: 550,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576,821 shares 576,821 $35.1M 0.08% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,488 shares; 2024Q4: 123,299 shares; 2025Q1: 230,990 shares; 2025Q2: 292,561 shares; 2025Q3: 268,210 shares 268,210 $34.9M 0.08% -24,351 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,614 shares; 2024Q4: 119,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,825 shares 185,825 $34.8M 0.08% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,060 shares; 2024Q4: 381,347 shares; 2025Q1: 387,807 shares; 2025Q2: 359,551 shares; 2025Q3: 366,895 shares 366,895 $34.8M 0.08% +7,344 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,827 shares; 2024Q4: 170,699 shares; 2025Q1: 213,131 shares; 2025Q2: 329,441 shares; 2025Q3: 346,567 shares 346,567 $34.7M 0.08% +17,126 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,607 shares; 2024Q4: 1,416,721 shares; 2025Q1: 1,074,812 shares; 2025Q2: 794,001 shares; 2025Q3: 626,446 shares 626,446 $34.7M 0.08% -167,555 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,257 shares; 2024Q4: 84,925 shares; 2025Q1: 80,149 shares; 2025Q2: 73,768 shares; 2025Q3: 71,430 shares 71,430 $34.7M 0.08% -2,338 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,731 shares; 2024Q4: 108,783 shares; 2025Q1: 237,651 shares; 2025Q2: 262,753 shares; 2025Q3: 205,926 shares 205,926 $34.5M 0.08% -56,827 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,224 shares; 2024Q4: not reported; 2025Q1: 456,739 shares; 2025Q2: 460,990 shares; 2025Q3: 476,001 shares 476,001 $33.7M 0.08% +15,011 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586,741 shares; 2024Q4: 660,447 shares; 2025Q1: 693,730 shares; 2025Q2: 593,178 shares; 2025Q3: 619,307 shares 619,307 $33.5M 0.08% +26,129 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,234 shares; 2024Q4: not reported; 2025Q1: 141,934 shares; 2025Q2: 150,080 shares; 2025Q3: 154,762 shares 154,762 $33.4M 0.08% +4,682 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,316 shares; 2024Q4: 93,438 shares; 2025Q1: 91,883 shares; 2025Q2: 93,509 shares; 2025Q3: 93,199 shares 93,199 $32.9M 0.08% -310 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,406 shares; 2024Q4: 1,073,658 shares; 2025Q1: 1,114,329 shares; 2025Q2: 1,140,296 shares; 2025Q3: 1,203,188 shares 1,203,188 $32.8M 0.08% +62,892 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,424 shares; 2024Q4: 222,045 shares; 2025Q1: 221,100 shares; 2025Q2: 258,832 shares; 2025Q3: 254,259 shares 254,259 $32.2M 0.08% -4,573 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,456 shares; 2024Q4: 1,198,784 shares; 2025Q1: 1,186,004 shares; 2025Q2: 1,161,809 shares; 2025Q3: 961,843 shares 961,843 $32.1M 0.08% -199,966 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330,830 shares; 2024Q4: 885,786 shares; 2025Q1: 1,061,692 shares; 2025Q2: 1,118,695 shares; 2025Q3: 1,130,530 shares 1,130,530 $32M 0.08% +11,835 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,965 shares; 2024Q4: 38,415 shares; 2025Q1: 36,331 shares; 2025Q2: 30,222 shares; 2025Q3: 29,465 shares 29,465 $31.8M 0.08% -757 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,869 shares; 2024Q4: 513,339 shares; 2025Q1: 497,334 shares; 2025Q2: 488,470 shares; 2025Q3: 511,745 shares 511,745 $31.7M 0.08% +23,275 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,555 shares; 2024Q4: 68,425 shares; 2025Q1: 69,157 shares; 2025Q2: 85,479 shares; 2025Q3: 85,257 shares 85,257 $31.5M 0.07% -222 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,760 shares; 2024Q4: 254,608 shares; 2025Q1: 198,988 shares; 2025Q2: 189,539 shares; 2025Q3: 193,921 shares 193,921 $31.4M 0.07% +4,382 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,878 shares; 2024Q4: not reported; 2025Q1: 64,627 shares; 2025Q2: 53,833 shares; 2025Q3: 51,393 shares 51,393 $31.3M 0.07% -2,440 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,206 shares; 2024Q4: 437,071 shares; 2025Q1: 507,750 shares; 2025Q2: 532,384 shares; 2025Q3: 577,483 shares 577,483 $31.3M 0.07% +45,099 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,320 shares; 2024Q4: 52,533 shares; 2025Q1: 65,624 shares; 2025Q2: 151,381 shares; 2025Q3: 412,925 shares 412,925 $31.1M 0.07% +261,544 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,672 shares; 2024Q4: 526,595 shares; 2025Q1: 543,144 shares; 2025Q2: 611,837 shares; 2025Q3: 652,012 shares 652,012 $31M 0.07% +40,175 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,102 shares; 2024Q4: 251,025 shares; 2025Q1: 237,219 shares; 2025Q2: 204,798 shares; 2025Q3: 197,295 shares 197,295 $31M 0.07% -7,503 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,703 shares; 2024Q4: 213,161 shares; 2025Q1: 214,457 shares; 2025Q2: 211,111 shares; 2025Q3: 217,362 shares 217,362 $30.9M 0.07% +6,251 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,194 shares; 2024Q4: 387,487 shares; 2025Q1: 388,712 shares; 2025Q2: 385,117 shares; 2025Q3: 386,166 shares 386,166 $30.9M 0.07% +1,049 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,409 shares; 2024Q4: 112,037 shares; 2025Q1: 105,319 shares; 2025Q2: 105,809 shares; 2025Q3: 102,746 shares 102,746 $30.9M 0.07% -3,063 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,556 shares; 2024Q4: 290,142 shares; 2025Q1: 345,697 shares; 2025Q2: 312,543 shares; 2025Q3: 343,532 shares 343,532 $30.8M 0.07% +30,989 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,425 shares; 2024Q4: 92,192 shares; 2025Q1: 68,619 shares; 2025Q2: 71,890 shares; 2025Q3: 77,456 shares 77,456 $30.3M 0.07% +5,566 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738,744 shares; 2024Q4: 1,763,169 shares; 2025Q1: 1,887,598 shares; 2025Q2: 2,138,636 shares; 2025Q3: 2,340,270 shares 2,340,270 $29.9M 0.07% +201,634 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,696 shares; 2025Q1: 92,293 shares; 2025Q2: 95,690 shares; 2025Q3: 94,394 shares 94,394 $29.8M 0.07% -1,296 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,853 shares; 2024Q4: 216,625 shares; 2025Q1: 214,184 shares; 2025Q2: 218,081 shares; 2025Q3: 219,191 shares 219,191 $29.8M 0.07% +1,110 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,239 shares; 2024Q4: 258,942 shares; 2025Q1: 315,098 shares; 2025Q2: 315,017 shares; 2025Q3: 393,434 shares 393,434 $29.7M 0.07% +78,417 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,051 shares; 2024Q4: 1,772,842 shares; 2025Q1: 1,580,241 shares; 2025Q2: 765,607 shares; 2025Q3: 436,466 shares 436,466 $29.5M 0.07% -329,141 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,333 shares; 2024Q4: 58,768 shares; 2025Q1: 57,707 shares; 2025Q2: 59,920 shares; 2025Q3: 60,079 shares 60,079 $29.5M 0.07% +159 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,124 shares; 2024Q4: 954,727 shares; 2025Q1: 978,960 shares; 2025Q2: 705,861 shares; 2025Q3: 648,690 shares 648,690 $29.3M 0.07% -57,171 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,662 shares; 2024Q4: 616,345 shares; 2025Q1: 1,702,248 shares; 2025Q2: 1,861,773 shares; 2025Q3: 253,009 shares 253,009 $29.1M 0.07% -1,608,764 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,640 shares; 2024Q4: 207,162 shares; 2025Q1: 285,463 shares; 2025Q2: 297,960 shares; 2025Q3: 295,953 shares 295,953 $28.9M 0.07% -2,007 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,378 shares; 2024Q4: 848,749 shares; 2025Q1: 873,516 shares; 2025Q2: 871,993 shares; 2025Q3: 915,518 shares 915,518 $28.6M 0.07% +43,525 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,885 shares; 2024Q4: 713,298 shares; 2025Q1: 764,411 shares; 2025Q2: 779,069 shares; 2025Q3: 748,544 shares 748,544 $28.5M 0.07% -30,525 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,495 shares; 2024Q4: 43,930 shares; 2025Q1: 41,865 shares; 2025Q2: 50,104 shares; 2025Q3: 47,144 shares 47,144 $28.1M 0.07% -2,960 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,691 shares; 2024Q4: 279,208 shares; 2025Q1: 255,079 shares; 2025Q2: 250,241 shares; 2025Q3: 250,359 shares 250,359 $28M 0.07% +118 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,850 shares; 2024Q4: 580,744 shares; 2025Q1: 618,950 shares; 2025Q2: 638,934 shares; 2025Q3: 641,116 shares 641,116 $27.8M 0.07% +2,182 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,826 shares; 2024Q4: 439,804 shares; 2025Q1: 523,436 shares; 2025Q2: 533,719 shares; 2025Q3: 590,514 shares 590,514 $27.6M 0.07% +56,795 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,534 shares; 2024Q4: 64,004 shares; 2025Q1: 69,159 shares; 2025Q2: 68,180 shares; 2025Q3: 69,447 shares 69,447 $27.5M 0.07% +1,267 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,214 shares; 2024Q4: 39,464 shares; 2025Q1: 39,460 shares; 2025Q2: 50,653 shares; 2025Q3: 38,289 shares 38,289 $27.5M 0.07% -12,364 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,235 shares; 2024Q4: 275,013 shares; 2025Q1: 262,301 shares; 2025Q2: 480,653 shares; 2025Q3: 484,649 shares 484,649 $27.4M 0.06% +3,996 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,120 shares; 2024Q4: 55,943 shares; 2025Q1: 54,663 shares; 2025Q2: 57,173 shares; 2025Q3: 58,817 shares 58,817 $27.3M 0.06% +1,644 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,190 shares; 2024Q4: 257,817 shares; 2025Q1: 313,644 shares; 2025Q2: 341,479 shares; 2025Q3: 357,318 shares 357,318 $27.2M 0.06% +15,839 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,814 shares; 2024Q4: 160,821 shares; 2025Q1: 159,063 shares; 2025Q2: 189,070 shares; 2025Q3: 181,690 shares 181,690 $27M 0.06% -7,380 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,520 shares; 2024Q4: 501,108 shares; 2025Q1: 545,872 shares; 2025Q2: 549,925 shares; 2025Q3: 534,206 shares 534,206 $26.9M 0.06% -15,719 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,745 shares; 2024Q4: 143,803 shares; 2025Q1: 121,903 shares; 2025Q2: 246,647 shares; 2025Q3: 243,023 shares 243,023 $26.9M 0.06% -3,624 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,264 shares; 2024Q4: 150,219 shares; 2025Q1: 143,811 shares; 2025Q2: 107,849 shares; 2025Q3: 108,593 shares 108,593 $26.8M 0.06% +744 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,949 shares; 2024Q4: 204,067 shares; 2025Q1: 225,176 shares; 2025Q2: 235,936 shares; 2025Q3: 238,080 shares 238,080 $26.8M 0.06% +2,144 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,261 shares; 2024Q4: 84,881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,905 shares 86,905 $26.8M 0.06% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,726 shares; 2024Q4: 408,576 shares; 2025Q1: 391,689 shares; 2025Q2: 277,397 shares; 2025Q3: 272,845 shares 272,845 $26.7M 0.06% -4,552 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,768 shares; 2024Q4: 173,169 shares; 2025Q1: 167,633 shares; 2025Q2: 160,703 shares; 2025Q3: 156,024 shares 156,024 $26.6M 0.06% -4,679 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,263 shares; 2024Q4: 114,880 shares; 2025Q1: 119,688 shares; 2025Q2: 122,825 shares; 2025Q3: 117,946 shares 117,946 $26.5M 0.06% -4,879 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,777 shares; 2024Q4: 299,173 shares; 2025Q1: 287,375 shares; 2025Q2: 274,399 shares; 2025Q3: 278,950 shares 278,950 $26.4M 0.06% +4,551 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,547 shares; 2024Q4: 97,786 shares; 2025Q1: 96,488 shares; 2025Q2: 95,023 shares; 2025Q3: 94,235 shares 94,235 $26.4M 0.06% -788 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,461 shares; 2024Q4: 271,767 shares; 2025Q1: 288,738 shares; 2025Q2: 322,596 shares; 2025Q3: 330,341 shares 330,341 $26.4M 0.06% +7,745 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,580 shares; 2024Q4: 384,365 shares; 2025Q1: 538,685 shares; 2025Q2: 565,212 shares; 2025Q3: 561,481 shares 561,481 $26.4M 0.06% -3,731 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,736 shares; 2024Q4: 105,784 shares; 2025Q1: 101,644 shares; 2025Q2: 94,634 shares; 2025Q3: 107,104 shares 107,104 $26.3M 0.06% +12,470 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,711 shares; 2024Q4: 178,142 shares; 2025Q1: 167,240 shares; 2025Q2: 140,434 shares; 2025Q3: 128,149 shares 128,149 $26.3M 0.06% -12,285 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: restricted; 2024Q2: restricted; 2024Q3: 168,716 shares; 2024Q4: 155,496 shares; 2025Q1: 174,942 shares; 2025Q2: 144,081 shares; 2025Q3: 173,363 shares 173,363 $26.2M 0.06% +29,282 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,787 shares; 2025Q1: 191,845 shares; 2025Q2: 188,193 shares; 2025Q3: 195,992 shares 195,992 $26.1M 0.06% +7,799 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,186 shares; 2024Q4: 394,239 shares; 2025Q1: 388,574 shares; 2025Q2: 370,460 shares; 2025Q3: 381,481 shares 381,481 $26.1M 0.06% +11,021 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,206 shares; 2024Q4: 502,899 shares; 2025Q1: 615,539 shares; 2025Q2: 652,770 shares; 2025Q3: 691,125 shares 691,125 $25.8M 0.06% +38,355 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,230 shares; 2024Q4: not reported; 2025Q1: 287,091 shares; 2025Q2: 284,142 shares; 2025Q3: 207,025 shares 207,025 $25.7M 0.06% -77,117 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,906 shares; 2024Q4: 80,232 shares; 2025Q1: 93,463 shares; 2025Q2: 100,899 shares; 2025Q3: 103,803 shares 103,803 $25.6M 0.06% +2,904 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,277 shares; 2024Q4: 26,192 shares; 2025Q1: 28,894 shares; 2025Q2: 23,651 shares; 2025Q3: 26,677 shares 26,677 $25.5M 0.06% +3,026 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,173 shares; 2024Q4: 145,849 shares; 2025Q1: 136,618 shares; 2025Q2: 134,344 shares; 2025Q3: 131,189 shares 131,189 $25.3M 0.06% -3,155 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,425 shares; 2024Q4: 643,714 shares; 2025Q1: 604,896 shares; 2025Q2: 590,603 shares; 2025Q3: 544,537 shares 544,537 $25.2M 0.06% -46,066 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,634 shares; 2024Q4: 30,122 shares; 2025Q1: 43,236 shares; 2025Q2: 32,491 shares; 2025Q3: 74,570 shares 74,570 $25.2M 0.06% +42,079 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,948 shares; 2024Q4: 290,291 shares; 2025Q1: 295,628 shares; 2025Q2: 302,644 shares; 2025Q3: 278,770 shares 278,770 $25.1M 0.06% -23,874 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,034 shares; 2024Q4: 253,717 shares; 2025Q1: 254,957 shares; 2025Q2: 233,069 shares; 2025Q3: 257,994 shares 257,994 $24.9M 0.06% +24,925 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $24.9M 0.06% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,415 shares; 2024Q4: 89,966 shares; 2025Q1: 98,617 shares; 2025Q2: 107,810 shares; 2025Q3: 115,277 shares 115,277 $24.5M 0.06% +7,467 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,648 shares; 2024Q4: 382,385 shares; 2025Q1: 443,812 shares; 2025Q2: 548,695 shares; 2025Q3: 618,702 shares 618,702 $24.5M 0.06% +70,007 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,010 shares; 2024Q4: 772,132 shares; 2025Q1: 738,087 shares; 2025Q2: 735,412 shares; 2025Q3: 938,667 shares 938,667 $24.3M 0.06% +203,255 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,538 shares; 2024Q4: 271,962 shares; 2025Q1: 268,945 shares; 2025Q2: 269,425 shares; 2025Q3: 270,589 shares 270,589 $24.2M 0.06% +1,164 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,851 shares; 2024Q4: not reported; 2025Q1: 298,310 shares; 2025Q2: 305,806 shares; 2025Q3: 314,689 shares 314,689 $24.1M 0.06% +8,883 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,368 shares; 2024Q4: 74,061 shares; 2025Q1: 86,344 shares; 2025Q2: 93,348 shares; 2025Q3: 102,196 shares 102,196 $24.1M 0.06% +8,848 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,384 shares; 2024Q4: 68,990 shares; 2025Q1: 70,286 shares; 2025Q2: 131,791 shares; 2025Q3: 128,393 shares 128,393 $24.1M 0.06% -3,398 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,745 shares; 2024Q4: 16,252 shares; 2025Q1: 14,431 shares; 2025Q2: 16,345 shares; 2025Q3: 18,278 shares 18,278 $24.1M 0.06% +1,933 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,305 shares; 2024Q4: 369,463 shares; 2025Q1: 344,695 shares; 2025Q2: 367,223 shares; 2025Q3: 384,173 shares 384,173 $24M 0.06% +16,950 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,584 shares; 2024Q4: 322,153 shares; 2025Q1: 331,567 shares; 2025Q2: 340,314 shares; 2025Q3: 449,734 shares 449,734 $23.9M 0.06% +109,420 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,000 shares; 2024Q4: 243,565 shares; 2025Q1: 230,183 shares; 2025Q2: 244,507 shares; 2025Q3: 216,501 shares 216,501 $23.9M 0.06% -28,006 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,972 shares; 2024Q4: 392,025 shares; 2025Q1: 517,705 shares; 2025Q2: 508,100 shares; 2025Q3: 519,316 shares 519,316 $23.9M 0.06% +11,216 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,755 shares; 2024Q4: 69,732 shares; 2025Q1: 243,615 shares; 2025Q2: 514,100 shares; 2025Q3: 886,905 shares 886,905 $23.8M 0.06% +372,805 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,834 shares; 2024Q4: 805,214 shares; 2025Q1: 932,170 shares; 2025Q2: 944,376 shares; 2025Q3: 1,157,808 shares 1,157,808 $23.6M 0.06% +213,432 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,831 shares; 2024Q4: 100,687 shares; 2025Q1: 95,363 shares; 2025Q2: 79,280 shares; 2025Q3: 74,376 shares 74,376 $23.6M 0.06% -4,904 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390,887 shares; 2024Q4: 1,651,191 shares; 2025Q1: 923,247 shares; 2025Q2: 929,210 shares; 2025Q3: 207,081 shares 207,081 $23.6M 0.06% -722,129 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,476 shares; 2024Q4: 52,032 shares; 2025Q1: 51,914 shares; 2025Q2: 49,671 shares; 2025Q3: 52,707 shares 52,707 $23.6M 0.06% +3,036 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,764 shares; 2024Q4: 163,910 shares; 2025Q1: 171,222 shares; 2025Q2: 172,315 shares; 2025Q3: 168,922 shares 168,922 $23.4M 0.06% -3,393 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,123 shares; 2024Q4: 38,449 shares; 2025Q1: 28,927 shares; 2025Q2: 31,920 shares; 2025Q3: 32,636 shares 32,636 $23.4M 0.06% +716 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,115 shares; 2024Q4: 192,447 shares; 2025Q1: 266,782 shares; 2025Q2: 275,004 shares; 2025Q3: 242,710 shares 242,710 $23.1M 0.05% -32,294 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,140 shares; 2024Q4: 54,727 shares; 2025Q1: 54,405 shares; 2025Q2: 54,100 shares; 2025Q3: 52,882 shares 52,882 $23M 0.05% -1,218 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,405 shares; 2024Q4: 39,268 shares; 2025Q1: 33,298 shares; 2025Q2: 32,177 shares; 2025Q3: 33,668 shares 33,668 $23M 0.05% +1,491 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,010 shares; 2024Q4: 289,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271,828 shares 271,828 $22.8M 0.05% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,246 shares; 2024Q4: 335,350 shares; 2025Q1: 324,222 shares; 2025Q2: 320,603 shares; 2025Q3: 306,298 shares 306,298 $22.5M 0.05% -14,305 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,665 shares; 2024Q4: 401,416 shares; 2025Q1: 310,636 shares; 2025Q2: 309,557 shares; 2025Q3: 302,554 shares 302,554 $22.5M 0.05% -7,003 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,396 shares; 2024Q4: 67,415 shares; 2025Q1: 65,847 shares; 2025Q2: 66,694 shares; 2025Q3: 68,783 shares 68,783 $22.4M 0.05% +2,089 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,360 shares; 2024Q4: 105,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,765 shares 156,765 $22.2M 0.05% new Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,277 shares; 2024Q4: 156,736 shares; 2025Q1: 219,773 shares; 2025Q2: 253,545 shares; 2025Q3: 299,140 shares 299,140 $22.2M 0.05% +45,595 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,484 shares; 2024Q4: 559,672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620,477 shares 620,477 $22M 0.05% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,168 shares; 2024Q4: 693,989 shares; 2025Q1: 295,754 shares; 2025Q2: 279,635 shares; 2025Q3: 246,044 shares 246,044 $21.9M 0.05% -33,591 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,064 shares; 2024Q4: 82,326 shares; 2025Q1: 80,743 shares; 2025Q2: 93,294 shares; 2025Q3: 92,214 shares 92,214 $21.8M 0.05% -1,080 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,502 shares; 2024Q4: 48,378 shares; 2025Q1: 48,413 shares; 2025Q2: 88,291 shares; 2025Q3: 89,128 shares 89,128 $21.8M 0.05% +837 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,066 shares; 2024Q4: 208,572 shares; 2025Q1: 240,428 shares; 2025Q2: 262,323 shares; 2025Q3: 236,411 shares 236,411 $21.7M 0.05% -25,912 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,178 shares; 2024Q4: 115,401 shares; 2025Q1: 108,723 shares; 2025Q2: 97,767 shares; 2025Q3: 94,208 shares 94,208 $21.6M 0.05% -3,559 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,058 shares; 2025Q1: 43,786 shares; 2025Q2: 35,327 shares; 2025Q3: 33,797 shares 33,797 $21.6M 0.05% -1,530 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,370 shares; 2024Q4: 181,672 shares; 2025Q1: 180,659 shares; 2025Q2: 180,567 shares; 2025Q3: 181,668 shares 181,668 $21.4M 0.05% +1,101 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,519 shares; 2024Q4: 23,928 shares; 2025Q1: 23,001 shares; 2025Q2: 22,741 shares; 2025Q3: 22,427 shares 22,427 $21.4M 0.05% -314 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631,819 shares; 2024Q4: 1,629,200 shares; 2025Q1: 1,382,097 shares; 2025Q2: 1,251,379 shares; 2025Q3: 1,162,177 shares 1,162,177 $21.2M 0.05% -89,202 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,603 shares; 2024Q4: not reported; 2025Q1: 520,999 shares; 2025Q2: 597,996 shares; 2025Q3: 647,103 shares 647,103 $21.1M 0.05% +49,107 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363,329 shares; 2025Q1: 356,951 shares; 2025Q2: 372,969 shares; 2025Q3: 440,230 shares 440,230 $21.1M 0.05% +67,261 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,132 shares; 2024Q4: 216,214 shares; 2025Q1: 381,012 shares; 2025Q2: 428,069 shares; 2025Q3: 488,762 shares 488,762 $20.9M 0.05% +60,693 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 54,761 shares; 2025Q1: 50,564 shares; 2025Q2: 41,015 shares; 2025Q3: 40,550 shares 40,550 $20.8M 0.05% -465 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,900 shares; 2024Q4: 174,450 shares; 2025Q1: 171,501 shares; 2025Q2: 164,962 shares; 2025Q3: 149,467 shares 149,467 $20.6M 0.05% -15,495 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,884 shares; 2024Q4: 172,111 shares; 2025Q1: 176,307 shares; 2025Q2: 151,342 shares; 2025Q3: 140,060 shares 140,060 $20.5M 0.05% -11,282 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,716 shares; 2024Q4: 124,119 shares; 2025Q1: 116,630 shares; 2025Q2: 84,728 shares; 2025Q3: 83,177 shares 83,177 $20.5M 0.05% -1,551 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,756 shares; 2024Q4: 30,284 shares; 2025Q1: 29,912 shares; 2025Q2: 68,858 shares; 2025Q3: 70,252 shares 70,252 $20.3M 0.05% +1,394 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,869 shares; 2024Q4: 841,672 shares; 2025Q1: 447,199 shares; 2025Q2: 487,551 shares; 2025Q3: 462,343 shares 462,343 $20.2M 0.05% -25,208 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,876 shares; 2024Q4: 139,060 shares; 2025Q1: 135,206 shares; 2025Q2: 145,733 shares; 2025Q3: 151,300 shares 151,300 $20.2M 0.05% +5,567 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,619 shares; 2024Q4: 130,907 shares; 2025Q1: 130,501 shares; 2025Q2: 177,128 shares; 2025Q3: 188,339 shares 188,339 $20.1M 0.05% +11,211 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631,530 shares 631,530 $20M 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,030 shares; 2024Q4: 167,490 shares; 2025Q1: 182,228 shares; 2025Q2: 108,213 shares; 2025Q3: 106,239 shares 106,239 $19.9M 0.05% -1,974 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,929 shares; 2024Q4: 246,498 shares; 2025Q1: 240,094 shares; 2025Q2: 252,471 shares; 2025Q3: 232,636 shares 232,636 $19.7M 0.05% -19,835 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,337 shares; 2024Q4: 30,045 shares; 2025Q1: 31,772 shares; 2025Q2: 63,029 shares; 2025Q3: 63,368 shares 63,368 $19.6M 0.05% +339 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,175 shares; 2024Q4: 118,081 shares; 2025Q1: 196,372 shares; 2025Q2: 219,456 shares; 2025Q3: 265,122 shares 265,122 $19.5M 0.05% +45,666 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 5,886 shares; 2025Q1: 6,217 shares; 2025Q2: 150,337 shares; 2025Q3: 188,177 shares 188,177 $19.4M 0.05% +37,840 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,419 shares; 2024Q4: 176,918 shares; 2025Q1: 187,970 shares; 2025Q2: 165,142 shares; 2025Q3: 159,758 shares 159,758 $19.4M 0.05% -5,384 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628,982 shares; 2024Q4: 577,637 shares; 2025Q1: 608,536 shares; 2025Q2: 366,052 shares; 2025Q3: 410,340 shares 410,340 $19.3M 0.05% +44,288 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,544 shares; 2024Q4: 88,908 shares; 2025Q1: 83,433 shares; 2025Q2: 57,042 shares; 2025Q3: 54,049 shares 54,049 $19M 0.04% -2,993 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,011 shares; 2024Q4: 308,349 shares; 2025Q1: 322,047 shares; 2025Q2: 336,696 shares; 2025Q3: 373,672 shares 373,672 $18.9M 0.04% +36,976 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448,630 shares 448,630 $18.9M 0.04% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,765 shares; 2024Q4: 59,175 shares; 2025Q1: 55,330 shares; 2025Q2: 69,171 shares; 2025Q3: 69,380 shares 69,380 $18.9M 0.04% +209 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 23,762 shares; 2025Q1: 23,107 shares; 2025Q2: 22,346 shares; 2025Q3: 20,483 shares 20,483 $18.9M 0.04% -1,863 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,119 shares; 2024Q4: 239,817 shares; 2025Q1: 234,946 shares; 2025Q2: 213,026 shares; 2025Q3: 209,734 shares 209,734 $18.8M 0.04% -3,292 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,812 shares; 2024Q4: 394,835 shares; 2025Q1: 402,861 shares; 2025Q2: 299,962 shares; 2025Q3: 308,319 shares 308,319 $18.8M 0.04% +8,357 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,397 shares; 2024Q4: 104,542 shares; 2025Q1: 98,441 shares; 2025Q2: 90,567 shares; 2025Q3: 75,653 shares 75,653 $18.7M 0.04% -14,914 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,631 shares; 2024Q4: 127,875 shares; 2025Q1: 183,101 shares; 2025Q2: 310,430 shares; 2025Q3: 536,511 shares 536,511 $18.6M 0.04% +226,081 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,804 shares; 2024Q4: 1,179,081 shares; 2025Q1: 937,439 shares; 2025Q2: 501,972 shares; 2025Q3: 524,146 shares 524,146 $18.6M 0.04% +22,174 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,510 shares; 2024Q4: 218,022 shares; 2025Q1: 211,001 shares; 2025Q2: 180,654 shares; 2025Q3: 176,974 shares 176,974 $18.6M 0.04% -3,680 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,085 shares; 2024Q4: 228,661 shares; 2025Q1: 170,123 shares; 2025Q2: 168,594 shares; 2025Q3: 167,111 shares 167,111 $18.5M 0.04% -1,483 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,501 shares; 2024Q4: 861,598 shares; 2025Q1: 834,587 shares; 2025Q2: 832,249 shares; 2025Q3: 802,550 shares 802,550 $18.5M 0.04% -29,699 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,352 shares; 2024Q4: 327,631 shares; 2025Q1: 339,437 shares; 2025Q2: 349,701 shares; 2025Q3: 392,444 shares 392,444 $18.5M 0.04% +42,743 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,159 shares; 2024Q4: 122,671 shares; 2025Q1: 108,317 shares; 2025Q2: 109,817 shares; 2025Q3: 114,998 shares 114,998 $18.4M 0.04% +5,181 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,886 shares; 2024Q4: 75,968 shares; 2025Q1: 70,198 shares; 2025Q2: 68,769 shares; 2025Q3: 67,061 shares 67,061 $18.4M 0.04% -1,708 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,570 shares; 2024Q4: 591,102 shares; 2025Q1: 560,144 shares; 2025Q2: 543,867 shares; 2025Q3: 545,563 shares 545,563 $18.3M 0.04% +1,696 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,195 shares; 2024Q4: 42,985 shares; 2025Q1: 44,808 shares; 2025Q2: 44,533 shares; 2025Q3: 43,316 shares 43,316 $18.3M 0.04% -1,217 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,856 shares; 2024Q4: 76,339 shares; 2025Q1: 43,883 shares; 2025Q2: not reported; 2025Q3: 242,761 shares 242,761 $18.3M 0.04% new 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: restricted; 2024Q2: restricted; 2024Q3: 251,305 shares; 2024Q4: 333,080 shares; 2025Q1: 692,936 shares; 2025Q2: 786,087 shares; 2025Q3: 767,968 shares 767,968 $18.2M 0.04% -18,119 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,816 shares; 2024Q4: 123,456 shares; 2025Q1: 134,514 shares; 2025Q2: 138,670 shares; 2025Q3: 137,751 shares 137,751 $18.1M 0.04% -919 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,327 shares; 2025Q1: 6,684 shares; 2025Q2: 7,339 shares; 2025Q3: 7,699 shares 7,699 $18M 0.04% +360 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,611 shares; 2024Q4: 16,502 shares; 2025Q1: 17,679 shares; 2025Q2: 19,543 shares; 2025Q3: 19,269 shares 19,269 $18M 0.04% -274 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,109 shares; 2024Q4: 299,454 shares; 2025Q1: 171,666 shares; 2025Q2: 174,864 shares; 2025Q3: 172,685 shares 172,685 $18M 0.04% -2,179 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,486 shares; 2025Q3: 582,407 shares 582,407 $17.9M 0.04% +528,921 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,163 shares; 2024Q4: 165,501 shares; 2025Q1: 192,367 shares; 2025Q2: 200,074 shares; 2025Q3: 187,842 shares 187,842 $17.9M 0.04% -12,232 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 9,388 shares; 2025Q1: 6,446 shares; 2025Q2: 53,231 shares; 2025Q3: 51,899 shares 51,899 $17.9M 0.04% -1,332 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,951 shares; 2024Q4: 271,406 shares; 2025Q1: 266,738 shares; 2025Q2: 270,737 shares; 2025Q3: 404,095 shares 404,095 $17.9M 0.04% +133,358 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,352 shares; 2024Q4: 195,947 shares; 2025Q1: 187,254 shares; 2025Q2: 238,180 shares; 2025Q3: 275,261 shares 275,261 $17.9M 0.04% +37,081 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,469 shares; 2024Q4: 91,658 shares; 2025Q1: 104,517 shares; 2025Q2: 174,341 shares; 2025Q3: 159,185 shares 159,185 $17.8M 0.04% -15,156 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,593 shares; 2024Q4: 464,177 shares; 2025Q1: 501,199 shares; 2025Q2: 561,401 shares; 2025Q3: 653,923 shares 653,923 $17.8M 0.04% +92,522 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,982 shares; 2024Q4: 207,579 shares; 2025Q1: 235,460 shares; 2025Q2: 242,701 shares; 2025Q3: 239,925 shares 239,925 $17.8M 0.04% -2,776 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 31,495 shares; 2025Q1: 242,529 shares; 2025Q2: 286,763 shares; 2025Q3: 363,939 shares 363,939 $17.8M 0.04% +77,176 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,239 shares; 2024Q4: 34,398 shares; 2025Q1: 33,417 shares; 2025Q2: 43,418 shares; 2025Q3: 53,208 shares 53,208 $17.7M 0.04% +9,790 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,383 shares; 2024Q4: 622,387 shares; 2025Q1: 839,507 shares; 2025Q2: 807,931 shares; 2025Q3: 920,317 shares 920,317 $17.6M 0.04% +112,386 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695,481 shares 695,481 $17.6M 0.04% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,313 shares; 2024Q4: 115,208 shares; 2025Q1: 132,923 shares; 2025Q2: 145,276 shares; 2025Q3: 352,183 shares 352,183 $17.5M 0.04% +206,907 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,548 shares; 2024Q4: 616,143 shares; 2025Q1: 416,427 shares; 2025Q2: 420,411 shares; 2025Q3: 447,419 shares 447,419 $17.5M 0.04% +27,008 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,426 shares; 2024Q4: 1,157,841 shares; 2025Q1: 988,893 shares; 2025Q2: 894,864 shares; 2025Q3: 923,569 shares 923,569 $17.4M 0.04% +28,705 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235,779 shares; 2025Q1: 250,106 shares; 2025Q2: 272,521 shares; 2025Q3: 202,809 shares 202,809 $17.2M 0.04% -69,712 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,190 shares; 2024Q4: 107,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,121 shares 91,121 $17.1M 0.04% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,417 shares; 2024Q4: 124,946 shares; 2025Q1: 113,449 shares; 2025Q2: 113,825 shares; 2025Q3: 108,065 shares 108,065 $17.1M 0.04% -5,760 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,102 shares; 2024Q4: 86,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,556 shares 65,556 $17.1M 0.04% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,876 shares; 2024Q4: 38,888 shares; 2025Q1: 34,953 shares; 2025Q2: 37,146 shares; 2025Q3: 37,276 shares 37,276 $17M 0.04% +130 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,522 shares; 2024Q4: 188,439 shares; 2025Q1: 186,120 shares; 2025Q2: 180,077 shares; 2025Q3: 165,383 shares 165,383 $17M 0.04% -14,694 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,844 shares; 2024Q4: 86,465 shares; 2025Q1: 75,582 shares; 2025Q2: 64,825 shares; 2025Q3: 57,770 shares 57,770 $17M 0.04% -7,055 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,598 shares; 2024Q4: 166,456 shares; 2025Q1: 156,995 shares; 2025Q2: 161,028 shares; 2025Q3: 171,949 shares 171,949 $17M 0.04% +10,921 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,214 shares; 2025Q1: 47,777 shares; 2025Q2: 48,049 shares; 2025Q3: 52,289 shares 52,289 $16.9M 0.04% +4,240 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,438 shares; 2024Q4: 84,473 shares; 2025Q1: 86,078 shares; 2025Q2: 84,227 shares; 2025Q3: 85,252 shares 85,252 $16.8M 0.04% +1,025 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,175 shares; 2025Q2: 415,505 shares; 2025Q3: 401,195 shares 401,195 $16.8M 0.04% -14,310 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,382 shares; 2024Q4: 465,726 shares; 2025Q1: 461,176 shares; 2025Q2: 474,303 shares; 2025Q3: 525,657 shares 525,657 $16.8M 0.04% +51,354 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 50,278 shares; 2025Q1: 56,514 shares; 2025Q2: 28,275 shares; 2025Q3: 33,737 shares 33,737 $16.6M 0.04% +5,462 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,985 shares; 2024Q4: 721,538 shares; 2025Q1: 731,043 shares; 2025Q2: 357,685 shares; 2025Q3: 392,287 shares 392,287 $16.6M 0.04% +34,602 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,186 shares; 2024Q4: 193,995 shares; 2025Q1: 192,910 shares; 2025Q2: 170,274 shares; 2025Q3: 164,955 shares 164,955 $16.6M 0.04% -5,319 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,538 shares; 2024Q4: 128,347 shares; 2025Q1: 142,194 shares; 2025Q2: 136,281 shares; 2025Q3: 122,263 shares 122,263 $16.6M 0.04% -14,018 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,123 shares; 2025Q1: 519,641 shares; 2025Q2: 542,414 shares; 2025Q3: 660,087 shares 660,087 $16.5M 0.04% +117,673 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105,030 shares; 2024Q4: 369,797 shares; 2025Q1: 382,605 shares; 2025Q2: 397,391 shares; 2025Q3: 437,535 shares 437,535 $16.5M 0.04% +40,144 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,603 shares; 2024Q4: 231,273 shares; 2025Q1: 220,827 shares; 2025Q2: 213,098 shares; 2025Q3: 214,889 shares 214,889 $16.5M 0.04% +1,791 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,587 shares; 2024Q4: 349,763 shares; 2025Q1: 252,685 shares; 2025Q2: 224,328 shares; 2025Q3: 199,866 shares 199,866 $16.5M 0.04% -24,462 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,639 shares; 2024Q4: 442,744 shares; 2025Q1: 418,419 shares; 2025Q2: 426,426 shares; 2025Q3: 441,826 shares 441,826 $16.4M 0.04% +15,400 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,032 shares; 2024Q4: 54,276 shares; 2025Q1: 66,096 shares; 2025Q2: 73,974 shares; 2025Q3: 76,416 shares 76,416 $16.4M 0.04% +2,442 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,279 shares; 2024Q4: 104,046 shares; 2025Q1: 94,384 shares; 2025Q2: 96,346 shares; 2025Q3: 97,334 shares 97,334 $16.2M 0.04% +988 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,764 shares; 2024Q4: 139,953 shares; 2025Q1: 158,072 shares; 2025Q2: 158,724 shares; 2025Q3: 156,232 shares 156,232 $16.1M 0.04% -2,492 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,831 shares; 2024Q4: 242,272 shares; 2025Q1: 240,290 shares; 2025Q2: 176,568 shares; 2025Q3: 173,224 shares 173,224 $16.1M 0.04% -3,344 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: restricted; 2024Q2: restricted; 2024Q3: 38,413 shares; 2024Q4: 38,964 shares; 2025Q1: 255,191 shares; 2025Q2: 286,358 shares; 2025Q3: 440,939 shares 440,939 $16.1M 0.04% +154,581 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,986 shares; 2024Q4: 23,668 shares; 2025Q1: 22,408 shares; 2025Q2: 31,807 shares; 2025Q3: 30,268 shares 30,268 $16M 0.04% -1,539 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,131 shares; 2024Q4: 193,541 shares; 2025Q1: 256,775 shares; 2025Q2: 300,547 shares; 2025Q3: 336,358 shares 336,358 $16M 0.04% +35,811 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,199 shares; 2024Q4: 95,010 shares; 2025Q1: 95,890 shares; 2025Q2: 96,073 shares; 2025Q3: 109,363 shares 109,363 $15.9M 0.04% +13,290 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,243 shares; 2024Q4: 106,132 shares; 2025Q1: 106,308 shares; 2025Q2: 105,581 shares; 2025Q3: 109,015 shares 109,015 $15.9M 0.04% +3,434 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,438 shares; 2024Q4: 66,368 shares; 2025Q1: 5,339 shares; 2025Q2: 5,339 shares; 2025Q3: 324,660 shares 324,660 $15.9M 0.04% +319,321 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,386 shares; 2024Q4: 118,753 shares; 2025Q1: 143,691 shares; 2025Q2: 149,534 shares; 2025Q3: 152,000 shares 152,000 $15.8M 0.04% +2,466 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,287 shares; 2024Q4: 14,279 shares; 2025Q1: 9,278 shares; 2025Q2: 108,854 shares; 2025Q3: 103,345 shares 103,345 $15.7M 0.04% -5,509 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,243 shares; 2024Q4: 157,633 shares; 2025Q1: 271,795 shares; 2025Q2: 272,953 shares; 2025Q3: 262,004 shares 262,004 $15.6M 0.04% -10,949 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,956 shares; 2024Q4: 307,912 shares; 2025Q1: 291,043 shares; 2025Q2: 305,786 shares; 2025Q3: 316,935 shares 316,935 $15.6M 0.04% +11,149 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,461 shares; 2024Q4: 346,180 shares; 2025Q1: 336,147 shares; 2025Q2: 207,489 shares; 2025Q3: 204,533 shares 204,533 $15.6M 0.04% -2,956 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,905 shares; 2024Q4: 32,286 shares; 2025Q1: 42,081 shares; 2025Q2: 45,058 shares; 2025Q3: 44,667 shares 44,667 $15.6M 0.04% -391 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,087 shares; 2024Q4: 100,801 shares; 2025Q1: 228,553 shares; 2025Q2: 225,363 shares; 2025Q3: 219,324 shares 219,324 $15.6M 0.04% -6,039 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,154 shares; 2024Q4: 52,224 shares; 2025Q1: 51,559 shares; 2025Q2: 68,357 shares; 2025Q3: 80,714 shares 80,714 $15.6M 0.04% +12,357 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 127,698 shares; 2025Q1: 133,730 shares; 2025Q2: 74,220 shares; 2025Q3: 68,665 shares 68,665 $15.6M 0.04% -5,555 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021,446 shares; 2024Q4: 1,022,243 shares; 2025Q1: 869,997 shares; 2025Q2: 802,891 shares; 2025Q3: 788,032 shares 788,032 $15.5M 0.04% -14,859 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,784 shares; 2024Q4: 458,392 shares; 2025Q1: 471,173 shares; 2025Q2: 454,659 shares; 2025Q3: 424,754 shares 424,754 $15.5M 0.04% -29,905 Timeline FYX 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: restricted; 2024Q2: restricted; 2024Q3: 266,935 shares; 2024Q4: 275,535 shares; 2025Q1: 250,935 shares; 2025Q2: 141,628 shares; 2025Q3: 142,208 shares 142,208 $15.5M 0.04% +580 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,473 shares; 2024Q4: 55,758 shares; 2025Q1: 56,810 shares; 2025Q2: 57,464 shares; 2025Q3: 57,272 shares 57,272 $15.5M 0.04% -192 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,109 shares; 2024Q4: 160,473 shares; 2025Q1: 161,113 shares; 2025Q2: 146,883 shares; 2025Q3: 147,673 shares 147,673 $15.3M 0.04% +790 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,252 shares; 2024Q4: 239,300 shares; 2025Q1: 248,944 shares; 2025Q2: 342,544 shares; 2025Q3: 333,704 shares 333,704 $15.2M 0.04% -8,840 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,596 shares; 2024Q4: 531,073 shares; 2025Q1: 503,736 shares; 2025Q2: 575,752 shares; 2025Q3: 588,943 shares 588,943 $15.2M 0.04% +13,191 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,141 shares; 2024Q4: not reported; 2025Q1: 43,926 shares; 2025Q2: 45,984 shares; 2025Q3: 48,690 shares 48,690 $15.2M 0.04% +2,706 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,632 shares; 2024Q4: 359,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,559 shares 225,559 $15.2M 0.04% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,292 shares; 2024Q4: 109,275 shares; 2025Q1: 115,552 shares; 2025Q2: 107,652 shares; 2025Q3: 122,255 shares 122,255 $15.1M 0.04% +14,603 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,172 shares; 2024Q4: 91,984 shares; 2025Q1: not reported; 2025Q2: 216,556 shares; 2025Q3: 220,183 shares 220,183 $15.1M 0.04% +3,627 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,748 shares; 2024Q4: 142,423 shares; 2025Q1: 130,124 shares; 2025Q2: 133,089 shares; 2025Q3: 137,359 shares 137,359 $15M 0.04% +4,270 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,255 shares; 2024Q4: 39,335 shares; 2025Q1: 38,959 shares; 2025Q2: 31,505 shares; 2025Q3: 31,412 shares 31,412 $15M 0.04% -93 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,507 shares; 2024Q4: 75,487 shares; 2025Q1: 73,594 shares; 2025Q2: 56,743 shares; 2025Q3: 54,603 shares 54,603 $14.9M 0.04% -2,140 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,087 shares; 2024Q4: 52,320 shares; 2025Q1: 53,621 shares; 2025Q2: 49,837 shares; 2025Q3: 48,580 shares 48,580 $14.9M 0.04% -1,257 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,806 shares; 2024Q4: 292,156 shares; 2025Q1: 305,395 shares; 2025Q2: 336,571 shares; 2025Q3: 345,338 shares 345,338 $14.9M 0.04% +8,767 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,776 shares; 2024Q4: 239,578 shares; 2025Q1: 232,436 shares; 2025Q2: 226,958 shares; 2025Q3: 222,073 shares 222,073 $14.9M 0.04% -4,885 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,158 shares; 2024Q4: 234,183 shares; 2025Q1: 255,035 shares; 2025Q2: 268,214 shares; 2025Q3: 272,253 shares 272,253 $14.8M 0.04% +4,039 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,251 shares; 2025Q1: 5,405 shares; 2025Q2: 47,827 shares; 2025Q3: 47,937 shares 47,937 $14.8M 0.04% +110 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,509 shares; 2024Q4: not reported; 2025Q1: 92,775 shares; 2025Q2: 159,619 shares; 2025Q3: 116,908 shares 116,908 $14.7M 0.03% -42,711 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,738 shares; 2024Q4: 75,102 shares; 2025Q1: 73,770 shares; 2025Q2: 222,150 shares; 2025Q3: 214,022 shares 214,022 $14.7M 0.03% -8,128 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,581 shares; 2024Q4: 134,834 shares; 2025Q1: 138,343 shares; 2025Q2: 120,108 shares; 2025Q3: 114,301 shares 114,301 $14.7M 0.03% -5,807 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,705 shares; 2024Q4: not reported; 2025Q1: 80,360 shares; 2025Q2: 91,030 shares; 2025Q3: 97,377 shares 97,377 $14.6M 0.03% +6,347 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,719 shares; 2024Q4: 46,619 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,549 shares 280,549 $14.6M 0.03% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 167,329 shares; 2025Q1: 174,288 shares; 2025Q2: 175,680 shares; 2025Q3: 182,686 shares 182,686 $14.6M 0.03% +7,006 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,614 shares; 2024Q4: 371,304 shares; 2025Q1: 381,668 shares; 2025Q2: 453,004 shares; 2025Q3: 565,988 shares 565,988 $14.5M 0.03% +112,984 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,647 shares; 2024Q4: 823,574 shares; 2025Q1: 887,319 shares; 2025Q2: 718,483 shares; 2025Q3: 626,900 shares 626,900 $14.4M 0.03% -91,583 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,031 shares; 2024Q4: 135,051 shares; 2025Q1: 132,398 shares; 2025Q2: 134,492 shares; 2025Q3: 170,155 shares 170,155 $14.3M 0.03% +35,663 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,598 shares; 2024Q4: 154,747 shares; 2025Q1: 155,479 shares; 2025Q2: 156,413 shares; 2025Q3: 157,018 shares 157,018 $14.2M 0.03% +605 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,818 shares; 2024Q4: 29,344 shares; 2025Q1: 60,950 shares; 2025Q2: 66,963 shares; 2025Q3: 72,357 shares 72,357 $14.2M 0.03% +5,394 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 13,940 shares; 2025Q1: 8,442 shares; 2025Q2: 124,661 shares; 2025Q3: 119,579 shares 119,579 $14.2M 0.03% -5,082 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 26,304 shares; 2025Q1: 27,235 shares; 2025Q2: 26,939 shares; 2025Q3: 28,830 shares 28,830 $14.2M 0.03% +1,891 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,618 shares; 2024Q4: 127,916 shares; 2025Q1: 124,460 shares; 2025Q2: 97,319 shares; 2025Q3: 94,556 shares 94,556 $14.1M 0.03% -2,763 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,274 shares; 2024Q4: 341,951 shares; 2025Q1: 345,273 shares; 2025Q2: 347,346 shares; 2025Q3: 348,493 shares 348,493 $14M 0.03% +1,147 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,606 shares; 2024Q4: 109,805 shares; 2025Q1: 92,038 shares; 2025Q2: 87,280 shares; 2025Q3: 82,780 shares 82,780 $13.9M 0.03% -4,500 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,407 shares; 2024Q4: 79,458 shares; 2025Q1: 69,579 shares; 2025Q2: 77,987 shares; 2025Q3: 82,527 shares 82,527 $13.9M 0.03% +4,540 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,536 shares; 2024Q4: 122,005 shares; 2025Q1: 191,530 shares; 2025Q2: 447,827 shares; 2025Q3: 482,964 shares 482,964 $13.9M 0.03% +35,137 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,345 shares; 2024Q4: 327,625 shares; 2025Q1: 281,601 shares; 2025Q2: 395,267 shares; 2025Q3: 550,416 shares 550,416 $13.9M 0.03% +155,149 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,028 shares; 2024Q4: 33,467 shares; 2025Q1: 34,398 shares; 2025Q2: 53,594 shares; 2025Q3: 247,419 shares 247,419 $13.8M 0.03% +193,825 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,655 shares; 2024Q4: 86,701 shares; 2025Q1: 90,953 shares; 2025Q2: 77,802 shares; 2025Q3: 97,289 shares 97,289 $13.7M 0.03% +19,487 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,162 shares; 2024Q4: 151,102 shares; 2025Q1: 155,619 shares; 2025Q2: 196,500 shares; 2025Q3: 392,949 shares 392,949 $13.6M 0.03% +196,449 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,939 shares; 2024Q4: 256,556 shares; 2025Q1: 242,355 shares; 2025Q2: 243,579 shares; 2025Q3: 226,163 shares 226,163 $13.5M 0.03% -17,416 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,166 shares; 2024Q4: 212,807 shares; 2025Q1: 221,222 shares; 2025Q2: 225,860 shares; 2025Q3: 234,723 shares 234,723 $13.4M 0.03% +8,863 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,816 shares; 2024Q4: 220,404 shares; 2025Q1: 215,475 shares; 2025Q2: 212,889 shares; 2025Q3: 212,115 shares 212,115 $13.3M 0.03% -774 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,772 shares; 2024Q4: 218,664 shares; 2025Q1: 222,815 shares; 2025Q2: 227,690 shares; 2025Q3: 228,663 shares 228,663 $13.3M 0.03% +973 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,279 shares; 2024Q4: 85,646 shares; 2025Q1: 82,291 shares; 2025Q2: 77,108 shares; 2025Q3: 75,596 shares 75,596 $13.2M 0.03% -1,512 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,917 shares; 2024Q4: 28,723 shares; 2025Q1: 28,545 shares; 2025Q2: 31,317 shares; 2025Q3: 30,552 shares 30,552 $13.1M 0.03% -765 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,815 shares; 2024Q4: 535,260 shares; 2025Q1: 599,512 shares; 2025Q2: 610,923 shares; 2025Q3: 566,533 shares 566,533 $13.1M 0.03% -44,390 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206,320 shares; 2024Q4: 1,234,404 shares; 2025Q1: 1,169,399 shares; 2025Q2: 1,130,838 shares; 2025Q3: 1,129,012 shares 1,129,012 $13.1M 0.03% -1,826 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,019 shares; 2024Q4: 91,667 shares; 2025Q1: 28,333 shares; 2025Q2: 31,829 shares; 2025Q3: 83,977 shares 83,977 $13.1M 0.03% +52,148 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,802 shares; 2024Q4: 65,986 shares; 2025Q1: 75,481 shares; 2025Q2: 77,186 shares; 2025Q3: 73,250 shares 73,250 $13M 0.03% -3,936 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 90,067 shares; 2025Q1: 253,111 shares; 2025Q2: 279,661 shares; 2025Q3: 291,253 shares 291,253 $13M 0.03% +11,592 Timeline