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: 2,118,071 shares; 2024Q4: 2,707,278 shares; 2025Q1: 6,431,055 shares; 2025Q2: 3,031,480 shares; 2025Q3: 3,330,890 shares 3,330,890 $2.22B 9.12% +299,410 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: 426,362 shares; 2024Q4: 487,344 shares; 2025Q1: 29,144,549 shares; 2025Q2: 49,557,795 shares; 2025Q3: 64,627,104 shares 64,627,104 $1.27B 5.22% +15,069,309 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965,373 shares; 2024Q4: 3,270,414 shares; 2025Q1: 3,637,908 shares; 2025Q2: 3,884,090 shares; 2025Q3: 4,360,204 shares 4,360,204 $1.11B 4.55% +476,114 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,013,716 shares; 2024Q4: 62,639,111 shares; 2025Q1: 63,116,365 shares; 2025Q2: 62,002,093 shares; 2025Q3: 52,597,185 shares 52,597,185 $1.03B 4.22% -9,404,908 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: 3,337,503 shares; 2024Q4: 3,364,638 shares; 2025Q1: 4,238,309 shares; 2025Q2: 4,628,919 shares; 2025Q3: 5,215,092 shares 5,215,092 $973M 3.99% +586,173 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: 988,566 shares; 2024Q4: 1,093,754 shares; 2025Q1: 1,300,199 shares; 2025Q2: 1,450,995 shares; 2025Q3: 1,839,854 shares 1,839,854 $953M 3.91% +388,859 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,855,466 shares; 2024Q4: 47,894,213 shares; 2025Q1: 40,266,631 shares; 2025Q2: 4,691,419 shares; 2025Q3: 27,853,340 shares 27,853,340 $576M 2.36% +23,161,921 FTEC 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: 1,913,601 shares; 2024Q4: 1,951,041 shares; 2025Q1: 2,027,711 shares; 2025Q2: 2,092,518 shares; 2025Q3: 2,095,600 shares 2,095,600 $466M 1.91% +3,082 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: 2,088,929 shares; 2024Q4: 3,127,477 shares; 2025Q1: 3,212,816 shares; 2025Q2: 3,418,138 shares; 2025Q3: 3,639,449 shares 3,639,449 $439M 1.8% +221,311 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: 894,557 shares; 2024Q4: 1,035,742 shares; 2025Q1: 1,241,991 shares; 2025Q2: 1,447,685 shares; 2025Q3: 1,786,268 shares 1,786,268 $392M 1.61% +338,583 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: 965,585 shares; 2024Q4: 1,414,358 shares; 2025Q1: 1,677,023 shares; 2025Q2: 1,638,052 shares; 2025Q3: 1,788,336 shares 1,788,336 $369M 1.51% +150,284 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: 190,884 shares; 2024Q4: 209,940 shares; 2025Q1: 216,799 shares; 2025Q2: 267,940 shares; 2025Q3: 506,725 shares 506,725 $311M 1.28% +238,785 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: 534,078 shares; 2024Q4: 581,503 shares; 2025Q1: 748,530 shares; 2025Q2: 835,221 shares; 2025Q3: 1,156,990 shares 1,156,990 $281M 1.15% +321,769 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: 197,076 shares; 2024Q4: 435,580 shares; 2025Q1: 418,363 shares; 2025Q2: 409,878 shares; 2025Q3: 414,274 shares 414,274 $277M 1.14% +4,396 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: 304,985 shares; 2024Q4: 1,888,554 shares; 2025Q1: 1,885,818 shares; 2025Q2: 1,896,181 shares; 2025Q3: 1,833,068 shares 1,833,068 $267M 1.09% -63,113 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: 424,902 shares; 2024Q4: 462,009 shares; 2025Q1: 588,535 shares; 2025Q2: 641,910 shares; 2025Q3: 726,878 shares 726,878 $240M 0.98% +84,968 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: 430,376 shares; 2024Q4: 320,228 shares; 2025Q1: 304,981 shares; 2025Q2: 342,111 shares; 2025Q3: 380,878 shares 380,878 $229M 0.94% +38,767 Timeline FNCL 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: 2,273,209 shares; 2024Q4: 2,305,294 shares; 2025Q1: 2,527,726 shares; 2025Q2: 2,508,013 shares; 2025Q3: 2,704,058 shares 2,704,058 $206M 0.85% +196,045 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: 188,673 shares; 2024Q4: 189,914 shares; 2025Q1: 222,345 shares; 2025Q2: 228,329 shares; 2025Q3: 270,502 shares 270,502 $199M 0.81% +42,173 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: 273,105 shares; 2024Q4: 337,188 shares; 2025Q1: 421,850 shares; 2025Q2: 466,179 shares; 2025Q3: 588,367 shares 588,367 $186M 0.76% +122,188 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: 475,380 shares; 2024Q4: 644,149 shares; 2025Q1: 667,456 shares; 2025Q2: 714,531 shares; 2025Q3: 753,687 shares 753,687 $184M 0.75% +39,156 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: 151,266 shares; 2024Q4: 204,402 shares; 2025Q1: 208,405 shares; 2025Q2: 290,695 shares; 2025Q3: 376,589 shares 376,589 $176M 0.72% +85,894 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: 267,261 shares; 2024Q4: 240,823 shares; 2025Q1: 280,890 shares; 2025Q2: 318,559 shares; 2025Q3: 369,599 shares 369,599 $164M 0.67% +51,040 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: 175,397 shares; 2024Q4: 191,994 shares; 2025Q1: 208,547 shares; 2025Q2: 235,552 shares; 2025Q3: 318,520 shares 318,520 $160M 0.66% +82,968 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: 48,866 shares; 2024Q4: 57,467 shares; 2025Q1: 151,797 shares; 2025Q2: 228,126 shares; 2025Q3: 1,789,545 shares 1,789,545 $156M 0.64% +1,561,419 Timeline FDIS 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: 1,360,950 shares; 2024Q4: 1,383,365 shares; 2025Q1: 1,493,582 shares; 2025Q2: 1,359,670 shares; 2025Q3: 1,482,404 shares 1,482,404 $152M 0.63% +122,734 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: 402,516 shares; 2024Q4: 404,574 shares; 2025Q1: 394,083 shares; 2025Q2: 419,105 shares; 2025Q3: 446,569 shares 446,569 $147M 0.6% +27,464 Timeline FCOM 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: 1,675,095 shares; 2024Q4: 1,708,690 shares; 2025Q1: 1,787,506 shares; 2025Q2: 1,867,729 shares; 2025Q3: 2,062,288 shares 2,062,288 $146M 0.6% +194,559 Timeline FIDU 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: 1,485,415 shares; 2024Q4: 1,530,243 shares; 2025Q1: 1,579,278 shares; 2025Q2: 1,704,467 shares; 2025Q3: 1,736,585 shares 1,736,585 $142M 0.58% +32,118 Timeline FHLC 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: 1,736,579 shares; 2024Q4: 1,823,697 shares; 2025Q1: 1,827,158 shares; 2025Q2: 1,895,162 shares; 2025Q3: 2,036,294 shares 2,036,294 $136M 0.56% +141,132 Timeline IWY 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: 1,013 shares; 2024Q4: 500,502 shares; 2025Q1: 501,013 shares; 2025Q2: 471,888 shares; 2025Q3: 472,601 shares 472,601 $129M 0.53% +713 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: 63,323 shares; 2024Q4: 68,464 shares; 2025Q1: 76,857 shares; 2025Q2: 91,106 shares; 2025Q3: 100,693 shares 100,693 $121M 0.5% +9,587 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,163,476 shares; 2025Q2: 4,765,827 shares; 2025Q3: 7,123,475 shares 7,123,475 $120M 0.49% +2,357,648 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: 767,574 shares; 2024Q4: 3,704,806 shares; 2025Q1: 5,826,003 shares; 2025Q2: 6,031,301 shares; 2025Q3: 6,084,063 shares 6,084,063 $114M 0.47% +52,762 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,728 shares; 2024Q4: 266,950 shares; 2025Q1: 294,156 shares; 2025Q2: 300,769 shares; 2025Q3: 290,399 shares 290,399 $110M 0.45% -10,370 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: 37,787 shares; 2024Q4: 42,395 shares; 2025Q1: 67,759 shares; 2025Q2: 79,157 shares; 2025Q3: 113,499 shares 113,499 $105M 0.43% +34,342 Timeline BSCS 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: 5,187,042 shares; 2024Q4: 5,222,754 shares; 2025Q1: 5,048,205 shares; 2025Q2: 5,274,692 shares; 2025Q3: 5,036,583 shares 5,036,583 $104M 0.42% -238,109 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: 44,908 shares; 2024Q4: 235,733 shares; 2025Q1: 241,739 shares; 2025Q2: 248,641 shares; 2025Q3: 282,236 shares 282,236 $100M 0.41% +33,595 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: 49,224 shares; 2024Q4: 62,652 shares; 2025Q1: 92,200 shares; 2025Q2: 100,770 shares; 2025Q3: 129,222 shares 129,222 $98.6M 0.4% +28,452 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: 377,774 shares; 2024Q4: 374,043 shares; 2025Q1: 558,467 shares; 2025Q2: 714,462 shares; 2025Q3: 950,423 shares 950,423 $98M 0.4% +235,961 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: 334,016 shares; 2024Q4: 346,643 shares; 2025Q1: 383,182 shares; 2025Q2: 379,912 shares; 2025Q3: 417,166 shares 417,166 $96.6M 0.4% +37,254 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: 74,053 shares; 2024Q4: 76,129 shares; 2025Q1: 83,421 shares; 2025Q2: 88,381 shares; 2025Q3: 128,329 shares 128,329 $95.8M 0.39% +39,948 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: 141,275 shares; 2024Q4: 151,311 shares; 2025Q1: 173,044 shares; 2025Q2: 192,650 shares; 2025Q3: 235,196 shares 235,196 $95.3M 0.39% +42,546 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: 136,996 shares; 2024Q4: 906,836 shares; 2025Q1: 946,496 shares; 2025Q2: 925,751 shares; 2025Q3: 918,943 shares 918,943 $88.7M 0.36% -6,808 Timeline IWX 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: 956,054 shares; 2025Q1: 1,036,229 shares; 2025Q2: 999,539 shares; 2025Q3: 993,446 shares 993,446 $87.3M 0.36% -6,093 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: 118,229 shares; 2024Q4: 135,960 shares; 2025Q1: 170,214 shares; 2025Q2: 207,257 shares; 2025Q3: 249,222 shares 249,222 $85.1M 0.35% +41,965 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: 75,371 shares; 2024Q4: 97,908 shares; 2025Q1: 107,217 shares; 2025Q2: 99,579 shares; 2025Q3: 106,634 shares 106,634 $84.9M 0.35% +7,055 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: 411,083 shares; 2024Q4: 460,477 shares; 2025Q1: 625,040 shares; 2025Q2: 606,917 shares; 2025Q3: 726,675 shares 726,675 $81.9M 0.34% +119,758 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: 117,217 shares; 2024Q4: 134,057 shares; 2025Q1: 213,773 shares; 2025Q2: 231,050 shares; 2025Q3: 285,875 shares 285,875 $80.4M 0.33% +54,825 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,559 shares; 2024Q4: 2,472,229 shares; 2025Q1: 2,698,795 shares; 2025Q2: 519,330 shares; 2025Q3: 2,476,025 shares 2,476,025 $79M 0.32% +1,956,695 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: 422,346 shares; 2024Q4: 364,491 shares; 2025Q1: 319,403 shares; 2025Q2: 355,507 shares; 2025Q3: 403,645 shares 403,645 $73.6M 0.3% +48,138 Timeline XLG 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: 799,813 shares; 2024Q4: 1,210,845 shares; 2025Q1: 1,234,143 shares; 2025Q2: 1,258,773 shares; 2025Q3: 1,260,447 shares 1,260,447 $72.5M 0.3% +1,674 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: 185,050 shares; 2024Q4: 209,649 shares; 2025Q1: 234,376 shares; 2025Q2: 243,401 shares; 2025Q3: 257,467 shares 257,467 $72.1M 0.3% +14,066 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,063 shares; 2024Q4: 300,611 shares; 2025Q1: 647,344 shares; 2025Q2: 1,093,610 shares; 2025Q3: 858,582 shares 858,582 $71.2M 0.29% -235,028 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: 268,450 shares; 2024Q4: 277,546 shares; 2025Q1: 313,411 shares; 2025Q2: 306,301 shares; 2025Q3: 381,317 shares 381,317 $70.7M 0.29% +75,016 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: 121,373 shares; 2024Q4: 147,860 shares; 2025Q1: 168,670 shares; 2025Q2: 172,202 shares; 2025Q3: 200,656 shares 200,656 $69.3M 0.28% +28,454 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: 15,516 shares; 2024Q4: 66,131 shares; 2025Q1: 67,983 shares; 2025Q2: 142,584 shares; 2025Q3: 143,189 shares 143,189 $68.7M 0.28% +605 Timeline FSTA 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: 1,111,215 shares; 2024Q4: 1,153,894 shares; 2025Q1: 1,332,123 shares; 2025Q2: 1,399,498 shares; 2025Q3: 1,339,030 shares 1,339,030 $66.7M 0.27% -60,468 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: 39,524 shares; 2024Q4: 208,336 shares; 2025Q1: 210,150 shares; 2025Q2: 302,044 shares; 2025Q3: 348,420 shares 348,420 $65M 0.27% +46,376 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: 59,519 shares; 2024Q4: 67,994 shares; 2025Q1: 83,677 shares; 2025Q2: 91,830 shares; 2025Q3: 110,338 shares 110,338 $62.8M 0.26% +18,508 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: 98,640 shares; 2024Q4: 209,731 shares; 2025Q1: 245,698 shares; 2025Q2: 271,053 shares; 2025Q3: 307,654 shares 307,654 $62.6M 0.26% +36,601 Timeline IBDT 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: 765,310 shares; 2024Q4: 1,171,675 shares; 2025Q1: 1,870,316 shares; 2025Q2: 2,111,899 shares; 2025Q3: 2,405,626 shares 2,405,626 $61.4M 0.25% +293,727 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: 153,768 shares; 2024Q4: 405,381 shares; 2025Q1: 393,098 shares; 2025Q2: 429,072 shares; 2025Q3: 927,188 shares 927,188 $60.5M 0.25% +498,116 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: 643,783 shares; 2024Q4: 592,101 shares; 2025Q1: 545,951 shares; 2025Q2: 587,842 shares; 2025Q3: 588,930 shares 588,930 $59M 0.24% +1,088 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: 891,701 shares; 2024Q4: 767,470 shares; 2025Q1: 709,719 shares; 2025Q2: 1,211,637 shares; 2025Q3: 965,676 shares 965,676 $57.9M 0.24% -245,961 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: 15,705 shares; 2024Q4: 16,386 shares; 2025Q1: 17,638 shares; 2025Q2: 122,413 shares; 2025Q3: 870,475 shares 870,475 $57.4M 0.24% +748,062 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,244,477 shares; 2025Q1: 903,867 shares; 2025Q2: 869,660 shares; 2025Q3: 832,106 shares 832,106 $57.4M 0.24% -37,554 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: 54,305 shares; 2024Q4: 63,753 shares; 2025Q1: 97,024 shares; 2025Q2: 118,685 shares; 2025Q3: 150,831 shares 150,831 $56.4M 0.23% +32,146 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: not reported; 2024Q4: 1,419,968 shares; 2025Q1: 680,618 shares; 2025Q2: 6,902 shares; 2025Q3: 626,510 shares 626,510 $55.7M 0.23% +619,608 Timeline IWL 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: 257,324 shares; 2025Q1: 307,929 shares; 2025Q2: 309,665 shares; 2025Q3: 332,966 shares 332,966 $55.3M 0.23% +23,301 Timeline USFR 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: 8,219 shares; 2024Q4: 1,507,440 shares; 2025Q1: 1,515,292 shares; 2025Q2: 1,300,097 shares; 2025Q3: 1,097,153 shares 1,097,153 $55.2M 0.23% -202,944 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: 4,779 shares; 2025Q2: 4,825 shares; 2025Q3: 689,248 shares 689,248 $54M 0.22% +684,423 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: 121,005 shares; 2024Q4: 121,361 shares; 2025Q1: 139,569 shares; 2025Q2: 168,991 shares; 2025Q3: 189,992 shares 189,992 $53.6M 0.22% +21,001 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: 119,824 shares; 2024Q4: 159,863 shares; 2025Q1: 219,467 shares; 2025Q2: 192,552 shares; 2025Q3: 251,236 shares 251,236 $51.4M 0.21% +58,684 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: 386,266 shares; 2024Q4: 415,294 shares; 2025Q1: 468,613 shares; 2025Q2: 487,004 shares; 2025Q3: 529,248 shares 529,248 $50.5M 0.21% +42,244 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: 54,592 shares; 2024Q4: 59,081 shares; 2025Q1: 61,612 shares; 2025Q2: 63,480 shares; 2025Q3: 65,013 shares 65,013 $50.3M 0.21% +1,533 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: 784,190 shares; 2024Q4: 173,149 shares; 2025Q1: 185,373 shares; 2025Q2: 236,598 shares; 2025Q3: 297,673 shares 297,673 $49.8M 0.2% +61,075 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: 269,576 shares; 2025Q1: 274,490 shares; 2025Q2: 361,014 shares; 2025Q3: 365,586 shares 365,586 $49M 0.2% +4,572 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,433 shares; 2024Q4: 166,018 shares; 2025Q1: 161,951 shares; 2025Q2: 105,372 shares; 2025Q3: 343,630 shares 343,630 $47.5M 0.19% +238,258 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,267 shares; 2024Q4: 295,952 shares; 2025Q1: 335,803 shares; 2025Q2: 343,702 shares; 2025Q3: 334,636 shares 334,636 $46.7M 0.19% -9,066 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 169,488 shares; 2025Q1: 169,857 shares; 2025Q2: 170,850 shares; 2025Q3: 170,563 shares 170,563 $46.1M 0.19% -287 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: 950,731 shares; 2024Q4: 776,419 shares; 2025Q1: 712,682 shares; 2025Q2: 662,910 shares; 2025Q3: 683,497 shares 683,497 $45.9M 0.19% +20,587 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: 13,991 shares; 2024Q4: 280,789 shares; 2025Q1: 275,987 shares; 2025Q2: 372,847 shares; 2025Q3: 377,388 shares 377,388 $45.5M 0.19% +4,541 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: 45,089 shares; 2024Q4: 45,826 shares; 2025Q1: 56,757 shares; 2025Q2: 73,327 shares; 2025Q3: 92,363 shares 92,363 $44.1M 0.18% +19,036 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: 3,873 shares; 2024Q4: 5,639 shares; 2025Q1: 6,353 shares; 2025Q2: 105,294 shares; 2025Q3: 108,863 shares 108,863 $43.8M 0.18% +3,569 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,958 shares; 2024Q4: 28,916 shares; 2025Q1: 27,907 shares; 2025Q2: 115,293 shares; 2025Q3: 119,339 shares 119,339 $43.6M 0.18% +4,046 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: 136,913 shares; 2024Q4: 287,578 shares; 2025Q1: 279,803 shares; 2025Q2: 264,852 shares; 2025Q3: 361,256 shares 361,256 $42.9M 0.18% +96,404 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: 108,203 shares; 2024Q4: 108,921 shares; 2025Q1: 119,420 shares; 2025Q2: 127,482 shares; 2025Q3: 180,079 shares 180,079 $42.7M 0.18% +52,597 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: 315,231 shares; 2024Q4: 349,360 shares; 2025Q1: 415,078 shares; 2025Q2: 499,765 shares; 2025Q3: 621,348 shares 621,348 $42.5M 0.17% +121,583 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: 12,444 shares; 2025Q1: 17,561 shares; 2025Q2: 20,909 shares; 2025Q3: 36,412 shares 36,412 $42.5M 0.17% +15,503 Timeline FENY 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: 1,620,775 shares; 2024Q4: 1,661,510 shares; 2025Q1: 1,497,374 shares; 2025Q2: 1,561,825 shares; 2025Q3: 1,713,695 shares 1,713,695 $42.4M 0.17% +151,870 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: 76,008 shares; 2024Q4: 83,570 shares; 2025Q1: 92,251 shares; 2025Q2: 98,072 shares; 2025Q3: 118,805 shares 118,805 $41.9M 0.17% +20,733 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: 69,150 shares; 2024Q4: 106,695 shares; 2025Q1: 117,648 shares; 2025Q2: 128,005 shares; 2025Q3: 139,130 shares 139,130 $41M 0.17% +11,125 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: 95,116 shares; 2024Q4: 161,951 shares; 2025Q1: 152,012 shares; 2025Q2: 161,850 shares; 2025Q3: 166,928 shares 166,928 $40.4M 0.17% +5,078 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: 107,174 shares; 2024Q4: 108,711 shares; 2025Q1: 121,660 shares; 2025Q2: 146,009 shares; 2025Q3: 163,382 shares 163,382 $40.1M 0.16% +17,373 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: 69,249 shares; 2024Q4: 75,456 shares; 2025Q1: 167,250 shares; 2025Q2: 158,510 shares; 2025Q3: 252,369 shares 252,369 $40.1M 0.16% +93,859 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,337,374 shares; 2025Q1: 825,202 shares; 2025Q2: 793,086 shares; 2025Q3: 765,052 shares 765,052 $40M 0.16% -28,034 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: 22,316 shares; 2024Q4: 21,717 shares; 2025Q1: 21,283 shares; 2025Q2: 30,489 shares; 2025Q3: 43,140 shares 43,140 $39.7M 0.16% +12,651 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: 44,358 shares; 2024Q4: 40,017 shares; 2025Q1: 98,104 shares; 2025Q2: 91,706 shares; 2025Q3: 153,621 shares 153,621 $39.4M 0.16% +61,915 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: 144,912 shares; 2024Q4: 151,627 shares; 2025Q1: 173,524 shares; 2025Q2: 174,274 shares; 2025Q3: 294,498 shares 294,498 $38.7M 0.16% +120,224 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: 164,491 shares; 2024Q4: 333,396 shares; 2025Q1: 186,038 shares; 2025Q2: 210,275 shares; 2025Q3: 247,471 shares 247,471 $38M 0.16% +37,196 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: 50,581 shares; 2024Q4: 142,183 shares; 2025Q1: 142,547 shares; 2025Q2: 190,246 shares; 2025Q3: 185,078 shares 185,078 $37.7M 0.15% -5,168 Timeline FREL 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: 1,160,069 shares; 2024Q4: 1,207,751 shares; 2025Q1: 1,153,327 shares; 2025Q2: 1,221,408 shares; 2025Q3: 1,334,794 shares 1,334,794 $37.1M 0.15% +113,386 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: 36,123 shares; 2024Q4: 46,544 shares; 2025Q1: 78,625 shares; 2025Q2: 80,427 shares; 2025Q3: 120,207 shares 120,207 $36.5M 0.15% +39,780 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: 166,895 shares; 2024Q4: 221,682 shares; 2025Q1: 256,742 shares; 2025Q2: 179,305 shares; 2025Q3: 216,321 shares 216,321 $36.2M 0.15% +37,016 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: 4,542 shares; 2024Q4: 5,108 shares; 2025Q1: 41,623 shares; 2025Q2: 66,094 shares; 2025Q3: 84,217 shares 84,217 $34.9M 0.14% +18,123 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: 68,138 shares; 2024Q4: 61,000 shares; 2025Q1: 90,543 shares; 2025Q2: 71,784 shares; 2025Q3: 103,999 shares 103,999 $34.5M 0.14% +32,215 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: 132,651 shares; 2024Q4: 143,440 shares; 2025Q1: 168,172 shares; 2025Q2: 223,507 shares; 2025Q3: 255,955 shares 255,955 $34.3M 0.14% +32,448 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: 116,895 shares; 2024Q4: 140,968 shares; 2025Q1: 151,682 shares; 2025Q2: 152,753 shares; 2025Q3: 220,697 shares 220,697 $34.3M 0.14% +67,944 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: 29,158 shares; 2024Q4: 39,173 shares; 2025Q1: 38,400 shares; 2025Q2: 38,084 shares; 2025Q3: 57,069 shares 57,069 $34.1M 0.14% +18,985 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: 4,383 shares; 2024Q4: 4,261 shares; 2025Q1: 5,947 shares; 2025Q2: 10,316 shares; 2025Q3: 110,580 shares 110,580 $33.8M 0.14% +100,264 Timeline FUTY 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: 527,629 shares; 2024Q4: 549,125 shares; 2025Q1: 513,029 shares; 2025Q2: 574,513 shares; 2025Q3: 596,541 shares 596,541 $33.7M 0.14% +22,028 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,696 shares; 2024Q4: 662,010 shares; 2025Q1: 1,034,209 shares; 2025Q2: 1,162,411 shares; 2025Q3: 1,410,432 shares 1,410,432 $33.1M 0.14% +248,021 Timeline FMAT 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: 503,183 shares; 2024Q4: 526,287 shares; 2025Q1: 546,395 shares; 2025Q2: 573,567 shares; 2025Q3: 623,248 shares 623,248 $32.7M 0.13% +49,681 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: 112,686 shares; 2025Q1: 146,664 shares; 2025Q2: 160,115 shares; 2025Q3: 224,079 shares 224,079 $32.7M 0.13% +63,964 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: 195,428 shares; 2024Q4: 220,621 shares; 2025Q1: 236,846 shares; 2025Q2: 229,488 shares; 2025Q3: 229,990 shares 229,990 $32.4M 0.13% +502 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: 4,014 shares; 2024Q4: 32,822 shares; 2025Q1: 43,115 shares; 2025Q2: not reported; 2025Q3: 1,183,407 shares 1,183,407 $32.3M 0.13% new 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: 7,550 shares; 2024Q4: 18,832 shares; 2025Q1: 21,775 shares; 2025Q2: 14,081 shares; 2025Q3: 29,700 shares 29,700 $32M 0.13% +15,619 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: 97,851 shares; 2024Q4: 277,301 shares; 2025Q1: 180,332 shares; 2025Q2: 150,489 shares; 2025Q3: 190,748 shares 190,748 $31.7M 0.13% +40,259 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: 39,973 shares; 2024Q4: 40,304 shares; 2025Q1: 52,344 shares; 2025Q2: 53,857 shares; 2025Q3: 68,759 shares 68,759 $31.5M 0.13% +14,902 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: 253,034 shares; 2024Q4: 286,197 shares; 2025Q1: 275,137 shares; 2025Q2: 314,517 shares; 2025Q3: 321,954 shares 321,954 $31.5M 0.13% +7,437 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,628 shares; 2024Q4: 162,640 shares; 2025Q1: 158,297 shares; 2025Q2: 151,694 shares; 2025Q3: 149,821 shares 149,821 $31.4M 0.13% -1,873 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: 59,157 shares; 2024Q4: 61,438 shares; 2025Q1: 64,191 shares; 2025Q2: 99,688 shares; 2025Q3: 122,177 shares 122,177 $31.2M 0.13% +22,489 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,541 shares; 2024Q4: 23,789 shares; 2025Q1: 21,122 shares; 2025Q2: 273,087 shares; 2025Q3: 314,297 shares 314,297 $31M 0.13% +41,210 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: not reported; 2024Q4: 254,358 shares; 2025Q1: 251,768 shares; 2025Q2: 336,810 shares; 2025Q3: 343,947 shares 343,947 $30.7M 0.13% +7,137 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: 107,655 shares; 2024Q4: 110,911 shares; 2025Q1: 142,082 shares; 2025Q2: 421,915 shares; 2025Q3: 564,384 shares 564,384 $30.6M 0.13% +142,469 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,236 shares; 2024Q4: 162,860 shares; 2025Q1: 180,119 shares; 2025Q2: 209,468 shares; 2025Q3: 214,572 shares 214,572 $30.6M 0.13% +5,104 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: 39,829 shares; 2024Q4: 41,879 shares; 2025Q1: 46,641 shares; 2025Q2: 43,497 shares; 2025Q3: 76,776 shares 76,776 $30.4M 0.12% +33,279 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: 148,416 shares; 2024Q4: 159,071 shares; 2025Q1: 226,848 shares; 2025Q2: 234,343 shares; 2025Q3: 358,879 shares 358,879 $30.3M 0.12% +124,536 Timeline PFFD 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: 1,050,319 shares; 2024Q4: 1,349,822 shares; 2025Q1: 1,492,124 shares; 2025Q2: 1,537,167 shares; 2025Q3: 1,545,514 shares 1,545,514 $30M 0.12% +8,347 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: 74,298 shares; 2024Q4: 185,079 shares; 2025Q1: 192,446 shares; 2025Q2: 272,367 shares; 2025Q3: 312,432 shares 312,432 $29.6M 0.12% +40,065 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: 68,795 shares; 2024Q4: 53,145 shares; 2025Q1: 57,309 shares; 2025Q2: 62,773 shares; 2025Q3: 65,196 shares 65,196 $29.2M 0.12% +2,423 Timeline VIS 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: 46,721 shares; 2024Q4: 49,462 shares; 2025Q1: 53,370 shares; 2025Q2: 57,998 shares; 2025Q3: 96,995 shares 96,995 $28.7M 0.12% +38,997 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: 50,014 shares; 2024Q4: 53,399 shares; 2025Q1: 56,261 shares; 2025Q2: not reported; 2025Q3: 110,074 shares 110,074 $28.6M 0.12% new 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: 87,696 shares; 2024Q4: 69,641 shares; 2025Q1: 70,565 shares; 2025Q2: 70,477 shares; 2025Q3: 83,587 shares 83,587 $28.5M 0.12% +13,110 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,933 shares; 2025Q1: 323,200 shares; 2025Q2: 310,304 shares; 2025Q3: 312,729 shares 312,729 $28.5M 0.12% +2,425 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 71,669 shares; 2025Q1: 73,816 shares; 2025Q2: 60,600 shares; 2025Q3: 65,432 shares 65,432 $28.2M 0.12% +4,832 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: 41,901 shares; 2024Q4: 48,866 shares; 2025Q1: 57,797 shares; 2025Q2: 80,562 shares; 2025Q3: 92,829 shares 92,829 $27.9M 0.11% +12,267 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: 109,585 shares; 2024Q4: 116,898 shares; 2025Q1: 129,220 shares; 2025Q2: 130,966 shares; 2025Q3: 143,896 shares 143,896 $27.9M 0.11% +12,930 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: 76,892 shares; 2024Q4: 77,776 shares; 2025Q1: 82,334 shares; 2025Q2: 219,482 shares; 2025Q3: 296,324 shares 296,324 $27.7M 0.11% +76,842 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: 2,019 shares; 2024Q4: 1,417 shares; 2025Q1: 3,033 shares; 2025Q2: 51,998 shares; 2025Q3: 111,004 shares 111,004 $27.4M 0.11% +59,006 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: 68,563 shares; 2024Q4: 72,040 shares; 2025Q1: 78,438 shares; 2025Q2: 83,345 shares; 2025Q3: 144,864 shares 144,864 $27.2M 0.11% +61,519 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: 14,080 shares; 2024Q4: 17,976 shares; 2025Q1: 18,875 shares; 2025Q2: 37,923 shares; 2025Q3: 44,161 shares 44,161 $27.2M 0.11% +6,238 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: 78,069 shares; 2024Q4: 94,548 shares; 2025Q1: 95,010 shares; 2025Q2: 91,938 shares; 2025Q3: 96,050 shares 96,050 $27.1M 0.11% +4,112 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: 107,454 shares; 2024Q4: 129,024 shares; 2025Q1: 128,875 shares; 2025Q2: 171,447 shares; 2025Q3: 182,623 shares 182,623 $26.4M 0.11% +11,176 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,906 shares; 2024Q4: 275,310 shares; 2025Q1: 201,574 shares; 2025Q2: 260,913 shares; 2025Q3: 275,004 shares 275,004 $26.4M 0.11% +14,091 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: 106,338 shares; 2024Q4: 102,091 shares; 2025Q1: 105,450 shares; 2025Q2: 130,255 shares; 2025Q3: 137,049 shares 137,049 $26M 0.11% +6,794 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: 46,688 shares; 2024Q4: 49,891 shares; 2025Q1: 75,934 shares; 2025Q2: 110,101 shares; 2025Q3: 153,081 shares 153,081 $25.8M 0.11% +42,980 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: 358,038 shares; 2024Q4: 206,689 shares; 2025Q1: 245,903 shares; 2025Q2: 267,187 shares; 2025Q3: 286,622 shares 286,622 $25.7M 0.11% +19,435 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: 124,948 shares; 2024Q4: 114,356 shares; 2025Q1: 114,033 shares; 2025Q2: 107,828 shares; 2025Q3: 267,969 shares 267,969 $25.5M 0.1% +160,141 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: 40,739 shares; 2024Q4: 42,280 shares; 2025Q1: 50,214 shares; 2025Q2: 86,765 shares; 2025Q3: 105,921 shares 105,921 $25.4M 0.1% +19,156 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: 428,657 shares; 2024Q4: 345,944 shares; 2025Q1: 377,369 shares; 2025Q2: 159,053 shares; 2025Q3: 212,546 shares 212,546 $24.3M 0.1% +53,493 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,139 shares; 2024Q4: 179,414 shares; 2025Q1: 152,745 shares; 2025Q2: 157,887 shares; 2025Q3: 178,722 shares 178,722 $24.3M 0.1% +20,835 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: 260,366 shares; 2024Q4: 271,749 shares; 2025Q1: 373,153 shares; 2025Q2: 364,522 shares; 2025Q3: 278,510 shares 278,510 $24.3M 0.1% -86,012 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: 29,380 shares; 2024Q4: 33,109 shares; 2025Q1: 58,698 shares; 2025Q2: 59,904 shares; 2025Q3: 112,440 shares 112,440 $23.7M 0.1% +52,536 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: 79,611 shares; 2024Q4: 125,243 shares; 2025Q1: 129,408 shares; 2025Q2: 126,075 shares; 2025Q3: 180,422 shares 180,422 $23.7M 0.1% +54,347 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: 34,366 shares; 2024Q4: 42,503 shares; 2025Q1: 45,992 shares; 2025Q2: 288,581 shares; 2025Q3: 394,940 shares 394,940 $22.6M 0.09% +106,359 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: 26,970 shares; 2024Q4: 29,632 shares; 2025Q1: 30,981 shares; 2025Q2: 36,613 shares; 2025Q3: 32,606 shares 32,606 $22.3M 0.09% -4,007 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: 41,180 shares; 2024Q4: 40,814 shares; 2025Q1: 39,511 shares; 2025Q2: 36,713 shares; 2025Q3: 114,338 shares 114,338 $22.2M 0.09% +77,625 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: 50,512 shares; 2024Q4: 55,971 shares; 2025Q1: 57,526 shares; 2025Q2: 59,012 shares; 2025Q3: 77,816 shares 77,816 $22M 0.09% +18,804 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: 89,528 shares; 2024Q4: 89,914 shares; 2025Q1: 89,002 shares; 2025Q2: 96,129 shares; 2025Q3: 100,469 shares 100,469 $21.8M 0.09% +4,340 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,173 shares; 2024Q4: 58,311 shares; 2025Q1: 70,321 shares; 2025Q2: 50,112 shares; 2025Q3: 469,380 shares 469,380 $21.7M 0.09% +419,268 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: 292,632 shares; 2024Q4: 511,070 shares; 2025Q1: 528,771 shares; 2025Q2: 382,673 shares; 2025Q3: 420,864 shares 420,864 $21.7M 0.09% +38,191 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: 53,618 shares; 2024Q4: 65,119 shares; 2025Q1: 67,860 shares; 2025Q2: 82,018 shares; 2025Q3: 87,946 shares 87,946 $21.7M 0.09% +5,928 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,602 shares; 2024Q4: 106,865 shares; 2025Q1: 139,695 shares; 2025Q2: 172,906 shares; 2025Q3: 213,403 shares 213,403 $21.5M 0.09% +40,497 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: 134,597 shares; 2024Q4: 137,395 shares; 2025Q1: 197,330 shares; 2025Q2: 175,438 shares; 2025Q3: 254,751 shares 254,751 $21.4M 0.09% +79,313 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: 193,398 shares; 2024Q4: 202,412 shares; 2025Q1: 256,315 shares; 2025Q2: 258,695 shares; 2025Q3: 319,470 shares 319,470 $21.3M 0.09% +60,775 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: 21,527 shares; 2024Q4: 24,461 shares; 2025Q1: 32,480 shares; 2025Q2: 34,415 shares; 2025Q3: 43,684 shares 43,684 $21.2M 0.09% +9,269 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: 24,399 shares; 2024Q4: 31,606 shares; 2025Q1: 34,232 shares; 2025Q2: 45,822 shares; 2025Q3: 53,695 shares 53,695 $21M 0.09% +7,873 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,520 shares; 2024Q4: 7,187 shares; 2025Q1: 23,011 shares; 2025Q2: 85,075 shares; 2025Q3: 146,679 shares 146,679 $21M 0.09% +61,604 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: 21,165 shares; 2024Q4: 20,460 shares; 2025Q1: 27,047 shares; 2025Q2: 28,348 shares; 2025Q3: 42,022 shares 42,022 $21M 0.09% +13,674 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: 46,381 shares; 2024Q4: 51,544 shares; 2025Q1: 112,186 shares; 2025Q2: 139,217 shares; 2025Q3: 213,157 shares 213,157 $20.9M 0.09% +73,940 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: 177,482 shares; 2024Q4: 178,077 shares; 2025Q1: 192,553 shares; 2025Q2: 258,466 shares; 2025Q3: 273,681 shares 273,681 $20.7M 0.08% +15,215 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: 27,846 shares; 2024Q4: 31,412 shares; 2025Q1: 88,292 shares; 2025Q2: 97,048 shares; 2025Q3: 165,927 shares 165,927 $20.6M 0.08% +68,879 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,517 shares; 2024Q4: 118,391 shares; 2025Q1: 127,539 shares; 2025Q2: 141,225 shares; 2025Q3: 152,833 shares 152,833 $20.5M 0.08% +11,608 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,051 shares; 2024Q4: 793,869 shares; 2025Q1: 760,179 shares; 2025Q2: 790,976 shares; 2025Q3: 794,732 shares 794,732 $20.4M 0.08% +3,756 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW 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: 409,718 shares; 2025Q3: 419,535 shares 419,535 $20.4M 0.08% +9,817 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,327 shares; 2024Q4: 198,292 shares; 2025Q1: 190,887 shares; 2025Q2: 151,737 shares; 2025Q3: 157,393 shares 157,393 $20.4M 0.08% +5,656 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,688 shares; 2024Q4: 31,848 shares; 2025Q1: 31,677 shares; 2025Q2: 102,379 shares; 2025Q3: 183,231 shares 183,231 $20.4M 0.08% +80,852 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: 70,208 shares; 2024Q4: 76,890 shares; 2025Q1: 83,085 shares; 2025Q2: 115,504 shares; 2025Q3: 124,523 shares 124,523 $20.2M 0.08% +9,019 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,295 shares; 2024Q4: 30,269 shares; 2025Q1: 63,699 shares; 2025Q2: 62,771 shares; 2025Q3: 116,999 shares 116,999 $19.9M 0.08% +54,228 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: 40,490 shares; 2024Q4: 35,958 shares; 2025Q1: 27,706 shares; 2025Q2: 23,750 shares; 2025Q3: 157,116 shares 157,116 $19.6M 0.08% +133,366 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: 118,965 shares; 2024Q4: 127,489 shares; 2025Q1: 154,679 shares; 2025Q2: 166,556 shares; 2025Q3: 231,368 shares 231,368 $19.6M 0.08% +64,812 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: 271,409 shares; 2024Q4: 287,967 shares; 2025Q1: 343,200 shares; 2025Q2: 76,581 shares; 2025Q3: 114,180 shares 114,180 $19.5M 0.08% +37,599 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: 49,814 shares; 2024Q4: 35,323 shares; 2025Q1: 34,277 shares; 2025Q2: 48,915 shares; 2025Q3: 52,615 shares 52,615 $19.5M 0.08% +3,700 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: 12,492 shares; 2024Q4: 320,094 shares; 2025Q1: 237,521 shares; 2025Q2: 178,606 shares; 2025Q3: 160,665 shares 160,665 $19.2M 0.08% -17,941 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: 62,112 shares; 2024Q4: 65,981 shares; 2025Q1: 87,607 shares; 2025Q2: 78,043 shares; 2025Q3: 104,121 shares 104,121 $19.1M 0.08% +26,078 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: 51,297 shares; 2024Q4: 63,363 shares; 2025Q1: 48,097 shares; 2025Q2: 210,130 shares; 2025Q3: 352,801 shares 352,801 $19.1M 0.08% +142,671 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: 289,931 shares; 2024Q4: 278,731 shares; 2025Q1: 259,063 shares; 2025Q2: 26,705 shares; 2025Q3: 266,473 shares 266,473 $19M 0.08% +239,768 Timeline ZTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,523 shares; 2024Q4: 382,643 shares; 2025Q1: 363,922 shares; 2025Q2: 371,469 shares; 2025Q3: 369,252 shares 369,252 $19M 0.08% -2,217 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,812 shares; 2024Q4: 136,153 shares; 2025Q1: 143,873 shares; 2025Q2: 143,077 shares; 2025Q3: 149,289 shares 149,289 $18.9M 0.08% +6,212 Timeline ZTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,354 shares; 2024Q4: 309,180 shares; 2025Q1: 346,574 shares; 2025Q2: 368,182 shares; 2025Q3: 365,824 shares 365,824 $18.8M 0.08% -2,358 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: 4,215 shares; 2024Q4: 4,046 shares; 2025Q1: 94,397 shares; 2025Q2: 107,351 shares; 2025Q3: 210,496 shares 210,496 $18.8M 0.08% +103,145 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: 57,817 shares; 2024Q4: 52,508 shares; 2025Q1: 80,674 shares; 2025Q2: 77,013 shares; 2025Q3: 94,339 shares 94,339 $18.7M 0.08% +17,326 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: 174,891 shares; 2024Q4: 193,186 shares; 2025Q1: 77,415 shares; 2025Q2: 88,822 shares; 2025Q3: 115,549 shares 115,549 $18.7M 0.08% +26,727 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: 24,906 shares; 2024Q4: 25,844 shares; 2025Q1: 33,645 shares; 2025Q2: 49,812 shares; 2025Q3: 65,460 shares 65,460 $18.5M 0.08% +15,648 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442,596 shares 442,596 $18.5M 0.08% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,188 shares; 2024Q4: 156,005 shares; 2025Q1: 172,338 shares; 2025Q2: 188,504 shares; 2025Q3: 187,432 shares 187,432 $18.5M 0.08% -1,072 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: 58,626 shares; 2024Q4: 54,574 shares; 2025Q1: 58,758 shares; 2025Q2: 59,184 shares; 2025Q3: 56,428 shares 56,428 $18.4M 0.08% -2,756 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: 82,960 shares; 2024Q4: 88,779 shares; 2025Q1: 95,604 shares; 2025Q2: 99,721 shares; 2025Q3: 130,944 shares 130,944 $18.4M 0.08% +31,223 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: 154,124 shares; 2024Q4: 140,194 shares; 2025Q1: 142,206 shares; 2025Q2: 145,164 shares; 2025Q3: 138,801 shares 138,801 $18.1M 0.07% -6,363 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160,481 shares; 2025Q1: 141,448 shares; 2025Q2: 137,910 shares; 2025Q3: 358,072 shares 358,072 $18.1M 0.07% +220,162 Timeline EWJ 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: 34,784 shares; 2024Q4: 35,827 shares; 2025Q1: 22,910 shares; 2025Q2: 120,603 shares; 2025Q3: 225,163 shares 225,163 $18.1M 0.07% +104,560 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 17,327 shares; 2025Q1: 19,031 shares; 2025Q2: 14,816 shares; 2025Q3: 109,912 shares 109,912 $17.7M 0.07% +95,096 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: 255,301 shares; 2024Q4: 235,247 shares; 2025Q1: 228,155 shares; 2025Q2: 228,170 shares; 2025Q3: 231,572 shares 231,572 $17M 0.07% +3,402 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: 696,804 shares; 2024Q4: 703,602 shares; 2025Q1: 737,545 shares; 2025Q2: 720,983 shares; 2025Q3: 315,747 shares 315,747 $17M 0.07% -405,236 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: 21,880 shares; 2024Q4: 31,063 shares; 2025Q1: 40,358 shares; 2025Q2: 48,299 shares; 2025Q3: 57,507 shares 57,507 $16.9M 0.07% +9,208 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: 22,447 shares; 2024Q4: 25,226 shares; 2025Q1: 45,949 shares; 2025Q2: 75,131 shares; 2025Q3: 112,587 shares 112,587 $16.7M 0.07% +37,456 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: 14,028 shares; 2024Q4: 14,341 shares; 2025Q1: 22,107 shares; 2025Q2: 23,717 shares; 2025Q3: 35,039 shares 35,039 $16.6M 0.07% +11,322 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 91,388 shares; 2025Q1: 168,053 shares; 2025Q2: 172,856 shares; 2025Q3: 253,863 shares 253,863 $16.5M 0.07% +81,007 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: 23,344 shares; 2024Q4: 20,593 shares; 2025Q1: 20,375 shares; 2025Q2: 47,753 shares; 2025Q3: 69,196 shares 69,196 $16.3M 0.07% +21,443 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: 67,558 shares; 2024Q4: 88,356 shares; 2025Q1: 87,968 shares; 2025Q2: 107,247 shares; 2025Q3: 112,686 shares 112,686 $16M 0.07% +5,439 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,251 shares; 2024Q4: 219,818 shares; 2025Q1: 222,190 shares; 2025Q2: 218,855 shares; 2025Q3: 212,358 shares 212,358 $15.6M 0.06% -6,497 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,652 shares; 2025Q1: 290,330 shares; 2025Q2: 330,535 shares; 2025Q3: 303,824 shares 303,824 $15.5M 0.06% -26,711 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: 196,244 shares; 2024Q4: 193,528 shares; 2025Q1: 191,281 shares; 2025Q2: 195,672 shares; 2025Q3: 202,318 shares 202,318 $15.5M 0.06% +6,646 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: 288,602 shares; 2024Q4: 275,129 shares; 2025Q1: 304,880 shares; 2025Q2: 302,785 shares; 2025Q3: 344,921 shares 344,921 $15.2M 0.06% +42,136 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: 43,751 shares; 2024Q4: 82,459 shares; 2025Q1: 84,095 shares; 2025Q2: 58,774 shares; 2025Q3: 63,792 shares 63,792 $15.1M 0.06% +5,018 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,981 shares; 2024Q4: 628,128 shares; 2025Q1: 544,523 shares; 2025Q2: 544,725 shares; 2025Q3: 645,875 shares 645,875 $15M 0.06% +101,150 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: 138,778 shares; 2024Q4: 187,387 shares; 2025Q1: 171,908 shares; 2025Q2: 138,891 shares; 2025Q3: 140,393 shares 140,393 $15M 0.06% +1,502 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: 25,266 shares; 2024Q4: 35,978 shares; 2025Q1: 62,297 shares; 2025Q2: 62,018 shares; 2025Q3: 221,514 shares 221,514 $14.9M 0.06% +159,496 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 11,846 shares; 2025Q1: 18,364 shares; 2025Q2: 20,170 shares; 2025Q3: 29,866 shares 29,866 $14.9M 0.06% +9,696 Timeline IBDW 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: 719,912 shares; 2024Q4: 884,677 shares; 2025Q1: 710,685 shares; 2025Q2: 698,994 shares; 2025Q3: 700,047 shares 700,047 $14.9M 0.06% +1,053 Timeline VDC 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: 37,308 shares; 2024Q4: 38,975 shares; 2025Q1: 44,349 shares; 2025Q2: 49,196 shares; 2025Q3: 69,361 shares 69,361 $14.8M 0.06% +20,165 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: 6,590 shares; 2024Q4: 6,267 shares; 2025Q1: 6,283 shares; 2025Q2: 15,166 shares; 2025Q3: 15,361 shares 15,361 $14.7M 0.06% +195 Timeline USRT 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: 114,678 shares; 2024Q4: 140,215 shares; 2025Q1: 208,465 shares; 2025Q2: 229,649 shares; 2025Q3: 247,877 shares 247,877 $14.6M 0.06% +18,228 Timeline VAW 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: 42,624 shares; 2024Q4: 43,416 shares; 2025Q1: 44,902 shares; 2025Q2: 46,118 shares; 2025Q3: 70,760 shares 70,760 $14.5M 0.06% +24,642 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: 633,983 shares; 2024Q4: 585,772 shares; 2025Q1: 584,696 shares; 2025Q2: 428,096 shares; 2025Q3: 512,634 shares 512,634 $14.5M 0.06% +84,538 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,367 shares; 2024Q4: 145,742 shares; 2025Q1: 145,486 shares; 2025Q2: 185,434 shares; 2025Q3: 157,139 shares 157,139 $14.4M 0.06% -28,295 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: 13,747 shares; 2024Q4: 150,169 shares; 2025Q1: 163,646 shares; 2025Q2: 162,770 shares; 2025Q3: 182,911 shares 182,911 $14.3M 0.06% +20,141 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: 5,725 shares; 2024Q4: 7,705 shares; 2025Q1: 10,588 shares; 2025Q2: 12,070 shares; 2025Q3: 14,683 shares 14,683 $14.2M 0.06% +2,613 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 2,215 shares; 2025Q1: 2,450 shares; 2025Q2: 2,129 shares; 2025Q3: 2,629 shares 2,629 $14.2M 0.06% +500 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,596 shares; 2024Q4: 290,157 shares; 2025Q1: 283,307 shares; 2025Q2: 277,530 shares; 2025Q3: 268,995 shares 268,995 $14.1M 0.06% -8,535 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: 25,136 shares; 2024Q4: 27,560 shares; 2025Q1: 37,503 shares; 2025Q2: 39,113 shares; 2025Q3: 40,408 shares 40,408 $14M 0.06% +1,295 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: 104,301 shares; 2024Q4: 106,022 shares; 2025Q1: 125,073 shares; 2025Q2: 220,133 shares; 2025Q3: 291,849 shares 291,849 $13.9M 0.06% +71,716 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: 11,695 shares; 2024Q4: 12,873 shares; 2025Q1: 17,879 shares; 2025Q2: 19,617 shares; 2025Q3: 28,484 shares 28,484 $13.9M 0.06% +8,867 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: 121,729 shares; 2024Q4: 134,747 shares; 2025Q1: 137,701 shares; 2025Q2: 126,022 shares; 2025Q3: 141,034 shares 141,034 $13.8M 0.06% +15,012 Timeline HEFA 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: 6,323 shares; 2025Q1: 6,531 shares; 2025Q2: not reported; 2025Q3: 346,385 shares 346,385 $13.7M 0.06% 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: 82,036 shares; 2024Q4: 27,649 shares; 2025Q1: 78,308 shares; 2025Q2: 69,162 shares; 2025Q3: 104,572 shares 104,572 $13.6M 0.06% +35,410 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,379 shares; 2024Q4: 45,982 shares; 2025Q1: 56,579 shares; 2025Q2: 65,967 shares; 2025Q3: 75,753 shares 75,753 $13.5M 0.06% +9,786 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: 26,183 shares; 2024Q4: 25,290 shares; 2025Q1: 22,699 shares; 2025Q2: 169,806 shares; 2025Q3: 243,006 shares 243,006 $13.5M 0.06% +73,200 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,691 shares; 2024Q4: 16,659 shares; 2025Q1: 24,467 shares; 2025Q2: 124,335 shares; 2025Q3: 160,668 shares 160,668 $13.5M 0.06% +36,333 Timeline URTH 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: 7,361 shares; 2024Q4: 6,354 shares; 2025Q1: 6,354 shares; 2025Q2: 48,589 shares; 2025Q3: 74,218 shares 74,218 $13.5M 0.06% +25,629 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: 59,074 shares; 2024Q4: 63,754 shares; 2025Q1: 69,646 shares; 2025Q2: 66,810 shares; 2025Q3: 121,221 shares 121,221 $13.5M 0.06% +54,411 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,246 shares; 2025Q2: 3,828 shares; 2025Q3: 234,476 shares 234,476 $13.4M 0.05% +230,648 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,749 shares; 2024Q4: 173,403 shares; 2025Q1: 211,866 shares; 2025Q2: 208,432 shares; 2025Q3: 235,827 shares 235,827 $13.1M 0.05% +27,395 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,702 shares; 2024Q4: 134,124 shares; 2025Q1: 136,509 shares; 2025Q2: 134,358 shares; 2025Q3: 145,156 shares 145,156 $13M 0.05% +10,798 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,377 shares 67,377 $13M 0.05% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,155 shares; 2024Q4: 358,294 shares; 2025Q1: 285,156 shares; 2025Q2: 253,122 shares; 2025Q3: 259,449 shares 259,449 $13M 0.05% +6,327 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: 32,067 shares; 2024Q4: 55,395 shares; 2025Q1: 64,153 shares; 2025Q2: 73,332 shares; 2025Q3: 123,125 shares 123,125 $12.9M 0.05% +49,793 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: 40,381 shares; 2024Q4: 96,097 shares; 2025Q1: 94,791 shares; 2025Q2: 52,514 shares; 2025Q3: 59,257 shares 59,257 $12.8M 0.05% +6,743 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,409 shares; 2024Q4: 132,441 shares; 2025Q1: 102,760 shares; 2025Q2: 142,392 shares; 2025Q3: 238,895 shares 238,895 $12.8M 0.05% +96,503 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: 303,595 shares; 2024Q4: 353,577 shares; 2025Q1: 361,855 shares; 2025Q2: 588,315 shares; 2025Q3: 624,061 shares 624,061 $12.7M 0.05% +35,746 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,521 shares; 2024Q4: 623,516 shares; 2025Q1: 291,676 shares; 2025Q2: 270,981 shares; 2025Q3: 252,419 shares 252,419 $12.6M 0.05% -18,562 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479,948 shares; 2025Q1: 268,407 shares; 2025Q2: 262,431 shares; 2025Q3: 251,815 shares 251,815 $12.6M 0.05% -10,616 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,740 shares; 2024Q4: 28,972 shares; 2025Q1: 28,750 shares; 2025Q2: 31,623 shares; 2025Q3: 66,318 shares 66,318 $12.6M 0.05% +34,695 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: 10,983 shares; 2024Q4: 70,119 shares; 2025Q1: 92,755 shares; 2025Q2: 42,419 shares; 2025Q3: 70,426 shares 70,426 $12.5M 0.05% +28,007 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,875 shares; 2024Q4: 145,810 shares; 2025Q1: 148,674 shares; 2025Q2: 261,078 shares; 2025Q3: 445,747 shares 445,747 $12.4M 0.05% +184,669 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: 358,724 shares; 2024Q4: 143,309 shares; 2025Q1: 145,552 shares; 2025Q2: 146,556 shares; 2025Q3: 151,343 shares 151,343 $12.4M 0.05% +4,787 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: 53,617 shares; 2024Q4: 91,778 shares; 2025Q1: 93,125 shares; 2025Q2: 90,683 shares; 2025Q3: 222,516 shares 222,516 $12.3M 0.05% +131,833 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: 40,834 shares; 2024Q4: 63,423 shares; 2025Q1: 60,003 shares; 2025Q2: 59,113 shares; 2025Q3: 60,533 shares 60,533 $12.2M 0.05% +1,420 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 10,714 shares; 2025Q1: 27,019 shares; 2025Q2: 29,703 shares; 2025Q3: 42,066 shares 42,066 $12.1M 0.05% +12,363 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: 90,224 shares; 2024Q4: 71,600 shares; 2025Q1: 82,643 shares; 2025Q2: 84,038 shares; 2025Q3: 86,821 shares 86,821 $12.1M 0.05% +2,783 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: 15,586 shares; 2024Q4: 12,748 shares; 2025Q1: 12,763 shares; 2025Q2: 12,751 shares; 2025Q3: 12,838 shares 12,838 $12M 0.05% +87 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 10,484 shares; 2025Q1: 12,446 shares; 2025Q2: 150,227 shares; 2025Q3: 155,842 shares 155,842 $12M 0.05% +5,615 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: not reported; 2024Q4: 2,014 shares; 2025Q1: 29,880 shares; 2025Q2: 32,454 shares; 2025Q3: 60,577 shares 60,577 $11.9M 0.05% +28,123 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: 110,105 shares; 2024Q4: 97,229 shares; 2025Q1: 101,008 shares; 2025Q2: 107,908 shares; 2025Q3: 103,146 shares 103,146 $11.9M 0.05% -4,762 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: 55,402 shares; 2024Q4: 32,008 shares; 2025Q1: 30,478 shares; 2025Q2: 29,499 shares; 2025Q3: 47,135 shares 47,135 $11.8M 0.05% +17,636 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: 25,858 shares; 2024Q4: 137,801 shares; 2025Q1: 173,649 shares; 2025Q2: 83,906 shares; 2025Q3: 116,534 shares 116,534 $11.8M 0.05% +32,628 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: 223,893 shares; 2024Q4: 193,610 shares; 2025Q1: 179,917 shares; 2025Q2: 176,268 shares; 2025Q3: 179,038 shares 179,038 $11.6M 0.05% +2,770 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: 21,365 shares; 2024Q4: 42,305 shares; 2025Q1: 63,560 shares; 2025Q2: 60,137 shares; 2025Q3: 100,932 shares 100,932 $11.6M 0.05% +40,795 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,418 shares 219,418 $11.5M 0.05% new 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: 5,390 shares; 2024Q4: 28,375 shares; 2025Q1: 30,676 shares; 2025Q2: 17,647 shares; 2025Q3: 23,268 shares 23,268 $11.4M 0.05% +5,621 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: 179,623 shares; 2024Q4: 175,134 shares; 2025Q1: 162,841 shares; 2025Q2: 148,155 shares; 2025Q3: 153,179 shares 153,179 $11.4M 0.05% +5,024 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: 350,989 shares; 2024Q4: 335,424 shares; 2025Q1: 377,117 shares; 2025Q2: 277,163 shares; 2025Q3: 442,916 shares 442,916 $11.3M 0.05% +165,753 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: 51,348 shares; 2024Q4: 93,499 shares; 2025Q1: 91,155 shares; 2025Q2: 64,334 shares; 2025Q3: 72,186 shares 72,186 $11.2M 0.05% +7,852 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: 14,176 shares; 2024Q4: 30,836 shares; 2025Q1: 119,502 shares; 2025Q2: 115,866 shares; 2025Q3: 45,439 shares 45,439 $10.9M 0.04% -70,427 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: 5,746 shares; 2024Q4: 4,583 shares; 2025Q1: 4,525 shares; 2025Q2: 13,508 shares; 2025Q3: 15,019 shares 15,019 $10.8M 0.04% +1,511 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,576 shares; 2024Q4: 129,357 shares; 2025Q1: 87,848 shares; 2025Q2: 93,458 shares; 2025Q3: 97,363 shares 97,363 $10.8M 0.04% +3,905 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,984 shares; 2024Q4: 17,416 shares; 2025Q1: 17,473 shares; 2025Q2: 24,981 shares; 2025Q3: 132,884 shares 132,884 $10.7M 0.04% +107,903 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,482 shares; 2024Q4: 759,244 shares; 2025Q1: 1,361,965 shares; 2025Q2: 1,059,854 shares; 2025Q3: 835,588 shares 835,588 $10.7M 0.04% -224,266 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: 57,555 shares; 2024Q4: 53,673 shares; 2025Q1: 52,216 shares; 2025Q2: 52,821 shares; 2025Q3: 54,435 shares 54,435 $10.7M 0.04% +1,614 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: 226,017 shares; 2024Q4: 215,987 shares; 2025Q1: 235,632 shares; 2025Q2: 257,357 shares; 2025Q3: 317,698 shares 317,698 $10.7M 0.04% +60,341 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,851 shares; 2025Q3: 251,453 shares 251,453 $10.6M 0.04% +151,602 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: 14,622 shares; 2024Q4: 14,564 shares; 2025Q1: 15,772 shares; 2025Q2: 15,638 shares; 2025Q3: 16,996 shares 16,996 $10.4M 0.04% +1,358 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,851 shares; 2025Q1: 3,412 shares; 2025Q2: 3,500 shares; 2025Q3: 34,226 shares 34,226 $10.2M 0.04% +30,726 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: 4,367 shares; 2024Q4: 5,998 shares; 2025Q1: 13,205 shares; 2025Q2: 13,737 shares; 2025Q3: 22,223 shares 22,223 $10.2M 0.04% +8,486 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,273 shares; 2024Q4: 92,950 shares; 2025Q1: 61,347 shares; 2025Q2: 64,089 shares; 2025Q3: 70,556 shares 70,556 $9.98M 0.04% +6,467 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: 18,130 shares; 2024Q4: 18,425 shares; 2025Q1: 30,186 shares; 2025Q2: 27,795 shares; 2025Q3: 36,350 shares 36,350 $9.97M 0.04% +8,555 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: 28,148 shares; 2024Q4: 26,653 shares; 2025Q1: 82,241 shares; 2025Q2: 83,744 shares; 2025Q3: 129,777 shares 129,777 $9.96M 0.04% +46,033 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: 4,599 shares; 2024Q4: 15,374 shares; 2025Q1: 19,503 shares; 2025Q2: 20,667 shares; 2025Q3: 31,185 shares 31,185 $9.91M 0.04% +10,518 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,913 shares; 2024Q4: 151,398 shares; 2025Q1: 277,293 shares; 2025Q2: 312,295 shares; 2025Q3: 368,223 shares 368,223 $9.86M 0.04% +55,928 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: 205,882 shares; 2024Q4: 208,138 shares; 2025Q1: 80,299 shares; 2025Q2: 78,892 shares; 2025Q3: 63,604 shares 63,604 $9.81M 0.04% -15,288 Timeline ZTOP RBB FD INC More: the full row for RBB FD 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: 237,935 shares; 2025Q3: 186,062 shares 186,062 $9.76M 0.04% -51,873 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,490 shares; 2024Q4: 147,235 shares; 2025Q1: 282,329 shares; 2025Q2: 319,096 shares; 2025Q3: 376,215 shares 376,215 $9.65M 0.04% +57,119 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: 939 shares; 2024Q4: 920 shares; 2025Q1: 2,399 shares; 2025Q2: 2,689 shares; 2025Q3: 4,057 shares 4,057 $9.48M 0.04% +1,368 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,979 shares; 2024Q4: 136,305 shares; 2025Q1: 125,428 shares; 2025Q2: 26,940 shares; 2025Q3: 319,647 shares 319,647 $9.48M 0.04% +292,707 Timeline XAR 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: 37,422 shares; 2024Q4: 38,780 shares; 2025Q1: 39,361 shares; 2025Q2: 40,249 shares; 2025Q3: 40,073 shares 40,073 $9.42M 0.04% -176 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 11,354 shares; 2025Q1: not reported; 2025Q2: 56,991 shares; 2025Q3: 141,847 shares 141,847 $9.34M 0.04% +84,856 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: 44,552 shares; 2024Q4: 44,631 shares; 2025Q1: 51,298 shares; 2025Q2: 46,010 shares; 2025Q3: 97,442 shares 97,442 $9.32M 0.04% +51,432 Timeline IBMP 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: 50,333 shares; 2024Q4: 142,076 shares; 2025Q1: 278,829 shares; 2025Q2: 316,178 shares; 2025Q3: 364,802 shares 364,802 $9.29M 0.04% +48,624 Timeline PSK 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: 229,242 shares; 2024Q4: 222,413 shares; 2025Q1: 212,034 shares; 2025Q2: 280,403 shares; 2025Q3: 280,795 shares 280,795 $9.29M 0.04% +392 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,291 shares; 2025Q1: 28,653 shares; 2025Q2: 37,201 shares; 2025Q3: 64,895 shares 64,895 $9.21M 0.04% +27,694 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,062 shares; 2024Q4: 129,913 shares; 2025Q1: 126,366 shares; 2025Q2: 123,306 shares; 2025Q3: 187,483 shares 187,483 $9.09M 0.04% +64,177 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: 75,471 shares; 2024Q4: 80,335 shares; 2025Q1: 90,343 shares; 2025Q2: 89,711 shares; 2025Q3: 101,190 shares 101,190 $9.04M 0.04% +11,479 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: 77,109 shares; 2024Q4: 78,139 shares; 2025Q1: 84,942 shares; 2025Q2: 83,595 shares; 2025Q3: 95,097 shares 95,097 $9.01M 0.04% +11,502 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 2,425 shares; 2025Q1: 4,091 shares; 2025Q2: 9,839 shares; 2025Q3: 11,391 shares 11,391 $8.92M 0.04% +1,552 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,844 shares; 2024Q4: 382,480 shares; 2025Q1: 192,427 shares; 2025Q2: 209,602 shares; 2025Q3: 337,546 shares 337,546 $8.89M 0.04% +127,944 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: 60,521 shares; 2024Q4: 73,951 shares; 2025Q1: 74,195 shares; 2025Q2: 76,453 shares; 2025Q3: 72,188 shares 72,188 $8.84M 0.04% -4,265 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,210 shares; 2024Q4: 20,252 shares; 2025Q1: 37,241 shares; 2025Q2: 39,545 shares; 2025Q3: 55,849 shares 55,849 $8.77M 0.04% +16,304 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,528 shares; 2024Q4: 243,853 shares; 2025Q1: 259,813 shares; 2025Q2: 267,402 shares; 2025Q3: 246,313 shares 246,313 $8.75M 0.04% -21,089 Timeline BSCV 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: not reported; 2024Q4: not reported; 2025Q1: 39,578 shares; 2025Q2: 80,578 shares; 2025Q3: 522,481 shares 522,481 $8.71M 0.04% +441,903 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364,357 shares 364,357 $8.68M 0.04% new 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: 1,142 shares; 2024Q4: 1,892 shares; 2025Q1: 3,094 shares; 2025Q2: 80,829 shares; 2025Q3: 80,447 shares 80,447 $8.67M 0.04% -382 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: 32,581 shares; 2024Q4: 33,603 shares; 2025Q1: 34,881 shares; 2025Q2: 33,620 shares; 2025Q3: 32,110 shares 32,110 $8.42M 0.03% -1,510 Timeline SSO 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: 85,918 shares; 2024Q4: 84,820 shares; 2025Q1: 83,789 shares; 2025Q2: 84,061 shares; 2025Q3: 74,688 shares 74,688 $8.37M 0.03% -9,373 Timeline EGUS 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: 310,726 shares; 2025Q2: 180,080 shares; 2025Q3: 161,958 shares 161,958 $8.36M 0.03% -18,122 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: 39,942 shares; 2024Q4: 42,670 shares; 2025Q1: 96,493 shares; 2025Q2: 98,373 shares; 2025Q3: 145,488 shares 145,488 $8.21M 0.03% +47,115 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: 16,009 shares; 2024Q4: 16,218 shares; 2025Q1: 19,553 shares; 2025Q2: 4,701 shares; 2025Q3: 26,550 shares 26,550 $8.2M 0.03% +21,849 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,997 shares; 2024Q4: 3,920 shares; 2025Q1: 6,713 shares; 2025Q2: 52,772 shares; 2025Q3: 107,195 shares 107,195 $8.2M 0.03% +54,423 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,061 shares; 2024Q4: 28,712 shares; 2025Q1: 45,022 shares; 2025Q2: 52,036 shares; 2025Q3: 66,861 shares 66,861 $8.12M 0.03% +14,825 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: 14,228 shares; 2024Q4: 12,937 shares; 2025Q1: 6,818 shares; 2025Q2: 13,457 shares; 2025Q3: 17,336 shares 17,336 $8.06M 0.03% +3,879 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: 115,142 shares; 2024Q4: 196,394 shares; 2025Q1: 202,013 shares; 2025Q2: 199,773 shares; 2025Q3: 252,902 shares 252,902 $7.91M 0.03% +53,129 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,412 shares; 2025Q3: 164,306 shares 164,306 $7.87M 0.03% +76,894 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 20,473 shares; 2025Q1: 34,949 shares; 2025Q2: 16,497 shares; 2025Q3: 94,610 shares 94,610 $7.78M 0.03% +78,113 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,514 shares; 2024Q4: 76,961 shares; 2025Q1: 85,139 shares; 2025Q2: 182,574 shares; 2025Q3: 187,589 shares 187,589 $7.76M 0.03% +5,015 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,048 shares; 2024Q4: 214,569 shares; 2025Q1: 270,383 shares; 2025Q2: 452,735 shares; 2025Q3: 566,033 shares 566,033 $7.75M 0.03% +113,298 Timeline BSCW 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: 107,832 shares; 2024Q4: 107,832 shares; 2025Q1: 112,732 shares; 2025Q2: 144,432 shares; 2025Q3: 369,826 shares 369,826 $7.72M 0.03% +225,394 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: 31,732 shares; 2024Q4: 34,085 shares; 2025Q1: 34,519 shares; 2025Q2: 34,559 shares; 2025Q3: 35,657 shares 35,657 $7.69M 0.03% +1,098 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,624 shares; 2025Q1: 9,713 shares; 2025Q2: 79,061 shares; 2025Q3: 146,675 shares 146,675 $7.64M 0.03% +67,614 Timeline FDLO 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: 132,510 shares; 2024Q4: 130,281 shares; 2025Q1: 125,840 shares; 2025Q2: 115,900 shares; 2025Q3: 115,914 shares 115,914 $7.64M 0.03% +14 Timeline EWQ 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: 60,050 shares; 2025Q3: 173,740 shares 173,740 $7.63M 0.03% +113,690 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: 74,261 shares; 2024Q4: 72,241 shares; 2025Q1: 82,273 shares; 2025Q2: 80,735 shares; 2025Q3: 90,677 shares 90,677 $7.62M 0.03% +9,942 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: 266,990 shares; 2024Q4: 258,606 shares; 2025Q1: 272,052 shares; 2025Q2: 255,798 shares; 2025Q3: 62,900 shares 62,900 $7.45M 0.03% -192,898 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: 113,100 shares; 2024Q4: 111,234 shares; 2025Q1: 115,511 shares; 2025Q2: 103,889 shares; 2025Q3: 102,250 shares 102,250 $7.44M 0.03% -1,639 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 3,156 shares; 2025Q1: 3,396 shares; 2025Q2: 5,128 shares; 2025Q3: 22,888 shares 22,888 $7.37M 0.03% +17,760 Timeline EWG 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: 14,846 shares; 2024Q4: 11,573 shares; 2025Q1: not reported; 2025Q2: 51,018 shares; 2025Q3: 177,056 shares 177,056 $7.37M 0.03% +126,038 Timeline EWC 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: 77,895 shares; 2025Q3: 145,382 shares 145,382 $7.35M 0.03% +67,487 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,646 shares; 2024Q4: 358,196 shares; 2025Q1: 323,618 shares; 2025Q2: 314,746 shares; 2025Q3: 310,325 shares 310,325 $7.25M 0.03% -4,421 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: 7,892 shares; 2024Q4: 8,887 shares; 2025Q1: 19,869 shares; 2025Q2: 20,235 shares; 2025Q3: 31,467 shares 31,467 $7.19M 0.03% +11,232 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: 30,715 shares; 2024Q4: 70,405 shares; 2025Q1: 72,260 shares; 2025Q2: 144,675 shares; 2025Q3: 146,026 shares 146,026 $7.16M 0.03% +1,351 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,897 shares; 2024Q4: 14,494 shares; 2025Q1: 13,363 shares; 2025Q2: 16,698 shares; 2025Q3: 16,934 shares 16,934 $7.15M 0.03% +236 Timeline EVUS 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: 472,909 shares; 2025Q2: 247,159 shares; 2025Q3: 224,763 shares 224,763 $7.07M 0.03% -22,396 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: 181,856 shares; 2024Q4: 187,135 shares; 2025Q1: 193,308 shares; 2025Q2: 444,235 shares; 2025Q3: 535,664 shares 535,664 $7.03M 0.03% +91,429 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: not reported; 2025Q1: 22,492 shares; 2025Q2: 22,943 shares; 2025Q3: 45,212 shares 45,212 $7.02M 0.03% +22,269 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: 14,742 shares; 2024Q4: 18,837 shares; 2025Q1: 38,646 shares; 2025Q2: 41,297 shares; 2025Q3: 62,196 shares 62,196 $7M 0.03% +20,899 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: 11,354 shares; 2024Q4: 20,375 shares; 2025Q1: 28,445 shares; 2025Q2: 37,889 shares; 2025Q3: 47,420 shares 47,420 $6.94M 0.03% +9,531 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: 336,236 shares; 2024Q4: 175,093 shares; 2025Q1: 167,532 shares; 2025Q2: 78,902 shares; 2025Q3: 218,307 shares 218,307 $6.86M 0.03% +139,405 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,800 shares; 2024Q4: 86,549 shares; 2025Q1: 128,337 shares; 2025Q2: 140,921 shares; 2025Q3: 174,642 shares 174,642 $6.84M 0.03% +33,721 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 10,275 shares; 2025Q1: 10,724 shares; 2025Q2: 14,469 shares; 2025Q3: 303,656 shares 303,656 $6.84M 0.03% +289,187 Timeline BSJQ 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: 22,193 shares; 2024Q4: 28,752 shares; 2025Q1: 39,332 shares; 2025Q2: 85,535 shares; 2025Q3: 292,137 shares 292,137 $6.84M 0.03% +206,602 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,314 shares; 2025Q1: 4,208 shares; 2025Q2: 5,672 shares; 2025Q3: 12,146 shares 12,146 $6.83M 0.03% +6,474 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: 30,913 shares; 2024Q4: 33,136 shares; 2025Q1: 37,917 shares; 2025Q2: 45,835 shares; 2025Q3: 53,931 shares 53,931 $6.67M 0.03% +8,096 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: 6,041 shares; 2024Q4: 6,282 shares; 2025Q1: 6,611 shares; 2025Q2: 8,141 shares; 2025Q3: 8,735 shares 8,735 $6.62M 0.03% +594 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 488,410 shares 488,410 $6.56M 0.03% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,528 shares; 2024Q4: 14,036 shares; 2025Q1: 17,814 shares; 2025Q2: 18,077 shares; 2025Q3: 24,066 shares 24,066 $6.53M 0.03% +5,989 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: 45,234 shares; 2024Q4: 46,741 shares; 2025Q1: 48,015 shares; 2025Q2: 44,610 shares; 2025Q3: 47,769 shares 47,769 $6.5M 0.03% +3,159 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,095 shares; 2025Q1: 5,117 shares; 2025Q2: 60,694 shares; 2025Q3: 48,568 shares 48,568 $6.49M 0.03% -12,126 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 3,149 shares; 2025Q1: 15,566 shares; 2025Q2: 16,849 shares; 2025Q3: 30,224 shares 30,224 $6.49M 0.03% +13,375 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,591 shares 124,591 $6.44M 0.03% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,964 shares 27,964 $6.43M 0.03% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,412 shares; 2024Q4: 115,073 shares; 2025Q1: 119,972 shares; 2025Q2: 117,796 shares; 2025Q3: 126,274 shares 126,274 $6.41M 0.03% +8,478 Timeline EWT 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: 40,851 shares; 2025Q3: 100,528 shares 100,528 $6.4M 0.03% +59,677 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: 25,579 shares; 2024Q4: 24,604 shares; 2025Q1: 24,299 shares; 2025Q2: 25,707 shares; 2025Q3: 34,101 shares 34,101 $6.38M 0.03% +8,394 Timeline AOK 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: 204,827 shares; 2024Q4: 191,097 shares; 2025Q1: 182,073 shares; 2025Q2: 166,139 shares; 2025Q3: 156,719 shares 156,719 $6.29M 0.03% -9,420 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 103,686 shares; 2025Q1: 103,748 shares; 2025Q2: 109,568 shares; 2025Q3: 109,570 shares 109,570 $6.23M 0.03% +2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,290 shares; 2024Q4: 21,393 shares; 2025Q1: 23,443 shares; 2025Q2: 23,904 shares; 2025Q3: 27,586 shares 27,586 $6.22M 0.03% +3,682 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 8,258 shares; 2025Q1: 12,980 shares; 2025Q2: 15,610 shares; 2025Q3: 26,028 shares 26,028 $6.22M 0.03% +10,418 Timeline EWL 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: 43,957 shares; 2025Q3: 112,169 shares 112,169 $6.2M 0.03% +68,212 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: 23,478 shares; 2024Q4: 23,094 shares; 2025Q1: 46,938 shares; 2025Q2: 51,245 shares; 2025Q3: 103,357 shares 103,357 $6.17M 0.03% +52,112 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,961 shares; 2024Q4: 37,569 shares; 2025Q1: 34,672 shares; 2025Q2: 36,779 shares; 2025Q3: 48,615 shares 48,615 $6.12M 0.03% +11,836 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,789 shares; 2025Q1: 5,375 shares; 2025Q2: 12,485 shares; 2025Q3: 22,785 shares 22,785 $6.09M 0.02% +10,300 Timeline RSPT 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: 141,966 shares; 2024Q4: 144,989 shares; 2025Q1: 139,789 shares; 2025Q2: 138,304 shares; 2025Q3: 135,970 shares 135,970 $6.06M 0.02% -2,334 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: 231,586 shares; 2024Q4: 180,028 shares; 2025Q1: 229,069 shares; 2025Q2: 175,374 shares; 2025Q3: 190,227 shares 190,227 $6.02M 0.02% +14,853 Timeline IBDV 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: 86,061 shares; 2024Q4: 377,194 shares; 2025Q1: 273,480 shares; 2025Q2: 267,756 shares; 2025Q3: 270,791 shares 270,791 $6M 0.02% +3,035 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: 49,105 shares; 2024Q4: 21,699 shares; 2025Q1: 21,281 shares; 2025Q2: 15,387 shares; 2025Q3: 18,196 shares 18,196 $5.99M 0.02% +2,809 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,833 shares; 2024Q4: 320,734 shares; 2025Q1: 349,410 shares; 2025Q2: 332,625 shares; 2025Q3: 346,481 shares 346,481 $5.95M 0.02% +13,856 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,063 shares; 2024Q4: 139,063 shares; 2025Q1: 149,372 shares; 2025Q2: 150,194 shares; 2025Q3: 150,035 shares 150,035 $5.94M 0.02% -159 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: 1,812 shares; 2024Q4: 1,840 shares; 2025Q1: 4,935 shares; 2025Q2: 6,484 shares; 2025Q3: 12,452 shares 12,452 $5.93M 0.02% +5,968 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: 10,098 shares; 2024Q4: 23,466 shares; 2025Q1: 15,271 shares; 2025Q2: 22,996 shares; 2025Q3: 23,980 shares 23,980 $5.92M 0.02% +984 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: 6,880 shares; 2024Q4: 11,577 shares; 2025Q1: 12,195 shares; 2025Q2: 22,903 shares; 2025Q3: 27,561 shares 27,561 $5.86M 0.02% +4,658 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,345 shares; 2024Q4: 28,581 shares; 2025Q1: 31,614 shares; 2025Q2: 34,639 shares; 2025Q3: 34,525 shares 34,525 $5.85M 0.02% -114 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 4,882 shares; 2025Q1: 16,096 shares; 2025Q2: 16,029 shares; 2025Q3: 28,934 shares 28,934 $5.84M 0.02% +12,905 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,972 shares; 2024Q4: 152,923 shares; 2025Q1: 177,540 shares; 2025Q2: 190,609 shares; 2025Q3: 222,483 shares 222,483 $5.84M 0.02% +31,874 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: 41,356 shares; 2024Q4: 34,171 shares; 2025Q1: 33,921 shares; 2025Q2: 38,289 shares; 2025Q3: 41,404 shares 41,404 $5.8M 0.02% +3,115 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: 107,119 shares; 2024Q4: 100,006 shares; 2025Q1: 130,111 shares; 2025Q2: 120,878 shares; 2025Q3: 123,539 shares 123,539 $5.8M 0.02% +2,661 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: 73,192 shares; 2024Q4: 81,250 shares; 2025Q1: 88,461 shares; 2025Q2: 77,527 shares; 2025Q3: 69,023 shares 69,023 $5.77M 0.02% -8,504 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,373 shares; 2024Q4: 23,303 shares; 2025Q1: 23,337 shares; 2025Q2: 23,368 shares; 2025Q3: 23,466 shares 23,466 $5.76M 0.02% +98 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,616 shares; 2024Q4: 171,800 shares; 2025Q1: 171,553 shares; 2025Q2: 117,790 shares; 2025Q3: 127,198 shares 127,198 $5.75M 0.02% +9,408 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,614 shares; 2025Q1: 26,655 shares; 2025Q2: 24,396 shares; 2025Q3: 44,044 shares 44,044 $5.75M 0.02% +19,648 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,636 shares; 2024Q4: 20,040 shares; 2025Q1: 22,355 shares; 2025Q2: 23,034 shares; 2025Q3: 84,654 shares 84,654 $5.73M 0.02% +61,620 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,561 shares; 2024Q4: 29,119 shares; 2025Q1: 33,646 shares; 2025Q2: 34,419 shares; 2025Q3: 44,307 shares 44,307 $5.71M 0.02% +9,888 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: 19,945 shares; 2024Q4: 19,581 shares; 2025Q1: 12,917 shares; 2025Q2: 21,913 shares; 2025Q3: 29,606 shares 29,606 $5.71M 0.02% +7,693 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: 11,791 shares; 2024Q4: 12,111 shares; 2025Q1: 9,661 shares; 2025Q2: 16,167 shares; 2025Q3: 24,020 shares 24,020 $5.69M 0.02% +7,853 Timeline ZTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,166 shares; 2024Q4: 140,390 shares; 2025Q1: 119,947 shares; 2025Q2: 110,623 shares; 2025Q3: 111,194 shares 111,194 $5.66M 0.02% +571 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,244 shares; 2024Q4: 41,180 shares; 2025Q1: 40,210 shares; 2025Q2: 38,294 shares; 2025Q3: 34,360 shares 34,360 $5.65M 0.02% -3,934 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,954 shares; 2024Q4: 71,859 shares; 2025Q1: 63,990 shares; 2025Q2: 62,395 shares; 2025Q3: 80,565 shares 80,565 $5.64M 0.02% +18,170 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,279 shares; 2024Q4: 26,325 shares; 2025Q1: 26,263 shares; 2025Q2: 27,440 shares; 2025Q3: 27,657 shares 27,657 $5.55M 0.02% +217 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: 15,097 shares; 2024Q4: 16,178 shares; 2025Q1: 16,120 shares; 2025Q2: 30,001 shares; 2025Q3: 43,096 shares 43,096 $5.53M 0.02% +13,095 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,856 shares; 2024Q4: 261,867 shares; 2025Q1: 252,708 shares; 2025Q2: 241,829 shares; 2025Q3: 239,414 shares 239,414 $5.49M 0.02% -2,415 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: 19,069 shares; 2024Q4: 19,454 shares; 2025Q1: 50,994 shares; 2025Q2: 64,287 shares; 2025Q3: 66,384 shares 66,384 $5.47M 0.02% +2,097 Timeline IBDZ 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: 135,239 shares; 2025Q1: 158,940 shares; 2025Q2: 173,662 shares; 2025Q3: 204,766 shares 204,766 $5.42M 0.02% +31,104 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: 7,190 shares; 2024Q4: 15,435 shares; 2025Q1: 28,021 shares; 2025Q2: 27,675 shares; 2025Q3: 52,168 shares 52,168 $5.41M 0.02% +24,493 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,078 shares; 2024Q4: 14,559 shares; 2025Q1: 14,075 shares; 2025Q2: 26,855 shares; 2025Q3: 30,301 shares 30,301 $5.36M 0.02% +3,446 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,459 shares; 2024Q4: 219,592 shares; 2025Q1: 490,654 shares; 2025Q2: 183,489 shares; 2025Q3: 179,956 shares 179,956 $5.35M 0.02% -3,533 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: 4 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $5.28M 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,417 shares; 2024Q4: 50,030 shares; 2025Q1: 48,164 shares; 2025Q2: 45,420 shares; 2025Q3: 82,084 shares 82,084 $5.27M 0.02% +36,664 Timeline SLQD 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: 289,358 shares; 2024Q4: 277,273 shares; 2025Q1: 273,928 shares; 2025Q2: 98,763 shares; 2025Q3: 103,160 shares 103,160 $5.24M 0.02% +4,397 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,725 shares; 2024Q4: 49,609 shares; 2025Q1: 168,660 shares; 2025Q2: 185,542 shares; 2025Q3: 204,122 shares 204,122 $5.23M 0.02% +18,580 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: 16,941 shares; 2024Q4: 20,125 shares; 2025Q1: 21,088 shares; 2025Q2: 22,079 shares; 2025Q3: 23,585 shares 23,585 $5.21M 0.02% +1,506 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 904 shares; 2025Q2: 8,840 shares; 2025Q3: 9,200 shares 9,200 $5.2M 0.02% +360 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: 24,543 shares; 2024Q4: 10,489 shares; 2025Q1: 10,508 shares; 2025Q2: 9,589 shares; 2025Q3: 10,560 shares 10,560 $5.19M 0.02% +971 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: 15,255 shares; 2024Q4: 15,832 shares; 2025Q1: 17,577 shares; 2025Q2: 25,959 shares; 2025Q3: 26,243 shares 26,243 $5.14M 0.02% +284 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: 9,866 shares; 2024Q4: 8,812 shares; 2025Q1: 9,320 shares; 2025Q2: 15,462 shares; 2025Q3: 18,886 shares 18,886 $5.14M 0.02% +3,424 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: 134,028 shares; 2024Q4: 111,955 shares; 2025Q1: 115,337 shares; 2025Q2: 76,567 shares; 2025Q3: 113,845 shares 113,845 $5.13M 0.02% +37,278 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: 47,814 shares; 2024Q4: 45,364 shares; 2025Q1: 48,623 shares; 2025Q2: 47,062 shares; 2025Q3: 50,835 shares 50,835 $5.11M 0.02% +3,773 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,853 shares; 2025Q1: 173,853 shares; 2025Q2: 171,884 shares; 2025Q3: 167,987 shares 167,987 $5.11M 0.02% -3,897 Timeline SPMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,890 shares 218,890 $4.91M 0.02% new Timeline MOAT 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: 63,162 shares; 2024Q4: 60,459 shares; 2025Q1: 55,796 shares; 2025Q2: 52,367 shares; 2025Q3: 49,433 shares 49,433 $4.9M 0.02% -2,934 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,265 shares; 2024Q4: 354,403 shares; 2025Q1: 391,901 shares; 2025Q2: 424,731 shares; 2025Q3: 438,586 shares 438,586 $4.89M 0.02% +13,855 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,401 shares; 2025Q1: 6,211 shares; 2025Q2: 15,991 shares; 2025Q3: 23,220 shares 23,220 $4.87M 0.02% +7,229 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,149 shares; 2024Q4: 254,963 shares; 2025Q1: 254,613 shares; 2025Q2: 106,861 shares; 2025Q3: 108,091 shares 108,091 $4.86M 0.02% +1,230 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,892 shares; 2024Q4: 94,981 shares; 2025Q1: 130,128 shares; 2025Q2: 186,253 shares; 2025Q3: 197,873 shares 197,873 $4.83M 0.02% +11,620 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: 39,398 shares; 2024Q4: 41,792 shares; 2025Q1: 42,964 shares; 2025Q2: 36,957 shares; 2025Q3: 43,154 shares 43,154 $4.82M 0.02% +6,197 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: 20,028 shares; 2024Q4: 20,905 shares; 2025Q1: 21,256 shares; 2025Q2: 20,951 shares; 2025Q3: 22,855 shares 22,855 $4.78M 0.02% +1,904 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: 17,138 shares; 2024Q4: 17,811 shares; 2025Q1: 20,277 shares; 2025Q2: 23,060 shares; 2025Q3: 23,210 shares 23,210 $4.76M 0.02% +150 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: 61,729 shares; 2024Q4: 73,553 shares; 2025Q1: 67,351 shares; 2025Q2: 80,960 shares; 2025Q3: 75,716 shares 75,716 $4.76M 0.02% -5,244 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,884 shares; 2024Q4: 413,884 shares; 2025Q1: 413,884 shares; 2025Q2: 413,884 shares; 2025Q3: 413,884 shares 413,884 $4.76M 0.02% 0 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: 12,485 shares; 2024Q4: 13,604 shares; 2025Q1: 14,482 shares; 2025Q2: 17,048 shares; 2025Q3: 17,279 shares 17,279 $4.71M 0.02% +231 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,023 shares; 2024Q4: 32,237 shares; 2025Q1: 33,817 shares; 2025Q2: 33,950 shares; 2025Q3: 32,499 shares 32,499 $4.69M 0.02% -1,451 Timeline KIE 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: 83,324 shares; 2024Q4: 75,317 shares; 2025Q1: 78,172 shares; 2025Q2: 81,976 shares; 2025Q3: 78,755 shares 78,755 $4.67M 0.02% -3,221 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,613 shares; 2024Q4: 43,514 shares; 2025Q1: 43,780 shares; 2025Q2: 60,355 shares; 2025Q3: 63,241 shares 63,241 $4.65M 0.02% +2,886 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: 12,801 shares; 2024Q4: 12,239 shares; 2025Q1: 13,921 shares; 2025Q2: 11,698 shares; 2025Q3: 19,491 shares 19,491 $4.62M 0.02% +7,793 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: 9,412 shares; 2024Q4: 11,950 shares; 2025Q1: 16,379 shares; 2025Q2: 16,416 shares; 2025Q3: 17,722 shares 17,722 $4.62M 0.02% +1,306 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,035 shares; 2024Q4: 64,780 shares; 2025Q1: 73,972 shares; 2025Q2: 92,480 shares; 2025Q3: 94,887 shares 94,887 $4.57M 0.02% +2,407 Timeline VGSH 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: 5,121 shares; 2024Q4: 51,463 shares; 2025Q1: 51,055 shares; 2025Q2: 86,966 shares; 2025Q3: 77,133 shares 77,133 $4.54M 0.02% -9,833 Timeline MED MEDIFAST INC More: the full row for MEDIFAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330,703 shares 330,703 $4.52M 0.02% new 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: 111,820 shares; 2024Q4: 50,156 shares; 2025Q1: 52,007 shares; 2025Q2: 58,130 shares; 2025Q3: 56,363 shares 56,363 $4.51M 0.02% -1,767 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: 36,746 shares; 2024Q4: 37,799 shares; 2025Q1: 33,365 shares; 2025Q2: 52,523 shares; 2025Q3: 48,763 shares 48,763 $4.47M 0.02% -3,760 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,127 shares; 2024Q4: 25,322 shares; 2025Q1: 25,173 shares; 2025Q2: 25,116 shares; 2025Q3: 25,487 shares 25,487 $4.46M 0.02% +371 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,028 shares; 2024Q4: 202,447 shares; 2025Q1: 218,117 shares; 2025Q2: 127,610 shares; 2025Q3: 127,501 shares 127,501 $4.42M 0.02% -109 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: 5,543 shares; 2024Q4: 5,863 shares; 2025Q1: 6,428 shares; 2025Q2: 10,583 shares; 2025Q3: 16,347 shares 16,347 $4.42M 0.02% +5,764 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,814 shares; 2024Q4: 44,397 shares; 2025Q1: 42,911 shares; 2025Q2: 43,714 shares; 2025Q3: 43,985 shares 43,985 $4.39M 0.02% +271 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,314 shares; 2024Q4: 341,512 shares; 2025Q1: 340,494 shares; 2025Q2: 345,466 shares; 2025Q3: 354,763 shares 354,763 $4.39M 0.02% +9,297 Timeline IBCA 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: not reported; 2025Q3: 167,997 shares 167,997 $4.37M 0.02% new Timeline IBDX 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: 34,303 shares; 2024Q4: 201,194 shares; 2025Q1: 156,386 shares; 2025Q2: 160,433 shares; 2025Q3: 166,871 shares 166,871 $4.28M 0.02% +6,438 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,026 shares; 2025Q3: 158,258 shares 158,258 $4.27M 0.02% +83,232 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,341 shares; 2024Q4: 19,553 shares; 2025Q1: 23,992 shares; 2025Q2: 76,142 shares; 2025Q3: 262,870 shares 262,870 $4.27M 0.02% +186,728 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,703 shares; 2024Q4: 27,664 shares; 2025Q1: 21,234 shares; 2025Q2: 11,278 shares; 2025Q3: 35,309 shares 35,309 $4.24M 0.02% +24,031 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,758 shares; 2024Q4: 75,117 shares; 2025Q1: 74,813 shares; 2025Q2: 77,222 shares; 2025Q3: 74,085 shares 74,085 $4.2M 0.02% -3,137 Timeline SCHO 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: not reported; 2024Q4: not reported; 2025Q1: 76,837 shares; 2025Q2: 77,012 shares; 2025Q3: 171,068 shares 171,068 $4.17M 0.02% +94,056 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,972 shares; 2024Q4: 93,242 shares; 2025Q1: 67,222 shares; 2025Q2: 74,403 shares; 2025Q3: 81,873 shares 81,873 $4.15M 0.02% +7,470 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: 31,254 shares; 2024Q4: 35,280 shares; 2025Q1: 37,424 shares; 2025Q2: 73,162 shares; 2025Q3: 81,550 shares 81,550 $4.14M 0.02% +8,388 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: 37,833 shares; 2024Q4: 35,921 shares; 2025Q1: 33,885 shares; 2025Q2: not reported; 2025Q3: 41,825 shares 41,825 $4.12M 0.02% new 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: 924,651 shares; 2024Q4: 6,638 shares; 2025Q1: 8,047 shares; 2025Q2: 12,332 shares; 2025Q3: 14,695 shares 14,695 $4.1M 0.02% +2,363 Timeline BSCX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,100 shares; 2025Q3: 190,374 shares 190,374 $4.09M 0.02% +165,274 Timeline IBHF 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: 191,607 shares; 2024Q4: 226,324 shares; 2025Q1: 191,751 shares; 2025Q2: 177,875 shares; 2025Q3: 174,421 shares 174,421 $4.08M 0.02% -3,454 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 29,437 shares; 2025Q1: 29,565 shares; 2025Q2: 29,428 shares; 2025Q3: 28,372 shares 28,372 $4.06M 0.02% -1,056 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 116,912 shares; 2025Q1: 112,944 shares; 2025Q2: 138,500 shares; 2025Q3: 153,964 shares 153,964 $4.05M 0.02% +15,464 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: 33,700 shares; 2024Q4: 34,443 shares; 2025Q1: 37,746 shares; 2025Q2: 37,458 shares; 2025Q3: 36,958 shares 36,958 $4.03M 0.02% -500 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,003 shares; 2024Q4: 29,691 shares; 2025Q1: 42,157 shares; 2025Q2: 44,049 shares; 2025Q3: 59,962 shares 59,962 $4.02M 0.02% +15,913 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN 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: 1,533 shares; 2025Q2: 23,784 shares; 2025Q3: 24,334 shares 24,334 $3.98M 0.02% +550 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,722 shares; 2025Q1: 32,106 shares; 2025Q2: 33,268 shares; 2025Q3: 33,533 shares 33,533 $3.97M 0.02% +265 Timeline MGV 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: not reported; 2024Q4: 6,697 shares; 2025Q1: 13,534 shares; 2025Q2: 30,217 shares; 2025Q3: 28,712 shares 28,712 $3.96M 0.02% -1,505 Timeline EWY 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: 6,537 shares; 2024Q4: 4,987 shares; 2025Q1: not reported; 2025Q2: 21,818 shares; 2025Q3: 49,106 shares 49,106 $3.93M 0.02% +27,288 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,576 shares; 2024Q4: 400,576 shares; 2025Q1: 400,576 shares; 2025Q2: 380,076 shares; 2025Q3: 380,076 shares 380,076 $3.9M 0.02% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,800 shares; 2024Q4: 15,315 shares; 2025Q1: 128,463 shares; 2025Q2: 12,435 shares; 2025Q3: 47,947 shares 47,947 $3.89M 0.02% +35,512 Timeline INCM 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: 34,134 shares; 2024Q4: 33,031 shares; 2025Q1: 31,271 shares; 2025Q2: 138,618 shares; 2025Q3: 139,305 shares 139,305 $3.88M 0.02% +687 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,419 shares; 2025Q1: 21,327 shares; 2025Q2: 22,286 shares; 2025Q3: 43,745 shares 43,745 $3.87M 0.02% +21,459 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 63,742 shares; 2025Q1: 31,120 shares; 2025Q2: 26,157 shares; 2025Q3: 38,506 shares 38,506 $3.86M 0.02% +12,349 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 6,756 shares; 2025Q1: 5,946 shares; 2025Q2: 9,629 shares; 2025Q3: 10,720 shares 10,720 $3.82M 0.02% +1,091 Timeline DFLV 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: 69,887 shares; 2025Q3: 115,639 shares 115,639 $3.8M 0.02% +45,752 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,273 shares 82,273 $3.79M 0.02% new 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: 97,269 shares; 2024Q4: 91,704 shares; 2025Q1: 56,634 shares; 2025Q2: 55,747 shares; 2025Q3: 55,569 shares 55,569 $3.79M 0.02% -178 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,937 shares; 2024Q4: 154,416 shares; 2025Q1: 160,516 shares; 2025Q2: 222,869 shares; 2025Q3: 357,835 shares 357,835 $3.78M 0.02% +134,966 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: 71,453 shares; 2024Q4: 38,738 shares; 2025Q1: 31,952 shares; 2025Q2: 43,133 shares; 2025Q3: 49,992 shares 49,992 $3.77M 0.02% +6,859 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,407 shares; 2025Q2: 25,714 shares; 2025Q3: 50,631 shares 50,631 $3.77M 0.02% +24,917 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,961 shares; 2024Q4: 401,233 shares; 2025Q1: 401,233 shares; 2025Q2: 398,064 shares; 2025Q3: 454,537 shares 454,537 $3.75M 0.02% +56,473 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: 8,568 shares; 2024Q4: 8,114 shares; 2025Q1: 8,684 shares; 2025Q2: 8,451 shares; 2025Q3: 8,865 shares 8,865 $3.74M 0.02% +414 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,305 shares; 2024Q4: 169,837 shares; 2025Q1: 169,837 shares; 2025Q2: 169,923 shares; 2025Q3: 199,292 shares 199,292 $3.72M 0.02% +29,369 Timeline BSMV 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: not reported; 2024Q4: 49,200 shares; 2025Q1: 67,200 shares; 2025Q2: 86,500 shares; 2025Q3: 176,900 shares 176,900 $3.72M 0.02% +90,400 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: 23,320 shares; 2024Q4: 26,377 shares; 2025Q1: 21,740 shares; 2025Q2: 20,184 shares; 2025Q3: 26,450 shares 26,450 $3.64M 0.01% +6,266 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,226 shares; 2024Q4: 30,063 shares; 2025Q1: 28,991 shares; 2025Q2: 28,991 shares; 2025Q3: 28,707 shares 28,707 $3.62M 0.01% -284 Timeline EWN 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: 19,488 shares; 2025Q3: 62,249 shares 62,249 $3.61M 0.01% +42,761 Timeline BSMU 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: not reported; 2024Q4: 47,500 shares; 2025Q1: 65,000 shares; 2025Q2: 82,200 shares; 2025Q3: 164,400 shares 164,400 $3.6M 0.01% +82,200 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: 99,817 shares; 2024Q4: 171,768 shares; 2025Q1: 90,277 shares; 2025Q2: 93,310 shares; 2025Q3: 93,943 shares 93,943 $3.52M 0.01% +633 Timeline IYY 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: 7,475 shares; 2024Q4: 7,780 shares; 2025Q1: 21,455 shares; 2025Q2: 21,455 shares; 2025Q3: 21,455 shares 21,455 $3.49M 0.01% 0 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: 16,614 shares; 2024Q4: 16,640 shares; 2025Q1: 10,204 shares; 2025Q2: 25,425 shares; 2025Q3: 40,932 shares 40,932 $3.47M 0.01% +15,507 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: 3,347 shares; 2024Q4: 3,211 shares; 2025Q1: 3,978 shares; 2025Q2: 30,502 shares; 2025Q3: 31,269 shares 31,269 $3.45M 0.01% +767 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: 40,670 shares; 2024Q4: 38,909 shares; 2025Q1: 43,748 shares; 2025Q2: 48,508 shares; 2025Q3: 56,749 shares 56,749 $3.45M 0.01% +8,241 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,269 shares; 2025Q1: 15,439 shares; 2025Q2: 67,632 shares; 2025Q3: 67,158 shares 67,158 $3.44M 0.01% -474 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: 1,908 shares; 2024Q4: 3,021 shares; 2025Q1: 3,091 shares; 2025Q2: 15,212 shares; 2025Q3: 28,344 shares 28,344 $3.44M 0.01% +13,132 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: 16,179 shares; 2024Q4: 15,865 shares; 2025Q1: 29,333 shares; 2025Q2: 28,617 shares; 2025Q3: 43,861 shares 43,861 $3.44M 0.01% +15,244 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,701 shares; 2024Q4: 56,939 shares; 2025Q1: 56,944 shares; 2025Q2: 75,651 shares; 2025Q3: 89,078 shares 89,078 $3.44M 0.01% +13,427 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,379 shares; 2024Q4: 10,186 shares; 2025Q1: 22,185 shares; 2025Q2: 23,004 shares; 2025Q3: 32,082 shares 32,082 $3.42M 0.01% +9,078 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 5,976 shares; 2025Q1: 5,814 shares; 2025Q2: 9,416 shares; 2025Q3: 10,684 shares 10,684 $3.42M 0.01% +1,268 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 12,434 shares; 2025Q1: 12,532 shares; 2025Q2: 12,533 shares; 2025Q3: 11,580 shares 11,580 $3.41M 0.01% -953 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 582,538 shares; 2025Q1: 586,348 shares; 2025Q2: 370,367 shares; 2025Q3: 312,075 shares 312,075 $3.39M 0.01% -58,292 Timeline BIZD 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: 113,274 shares; 2024Q4: 69,868 shares; 2025Q1: 74,380 shares; 2025Q2: 73,906 shares; 2025Q3: 225,722 shares 225,722 $3.37M 0.01% +151,816 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,596 shares 104,596 $3.36M 0.01% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 10,104 shares; 2025Q1: 10,117 shares; 2025Q2: 10,127 shares; 2025Q3: 10,409 shares 10,409 $3.35M 0.01% +282 Timeline