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: 13,674,034 shares; 2024Q4: 14,134,239 shares; 2025Q1: 14,436,742 shares; 2025Q2: 15,727,127 shares; 2025Q3: 16,414,338 shares 16,414,338 $4.18B 5.4% +687,211 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: 16,082,830 shares; 2024Q4: 18,170,137 shares; 2025Q1: 18,947,765 shares; 2025Q2: 19,003,313 shares; 2025Q3: 21,145,717 shares 21,145,717 $3.95B 5.1% +2,142,404 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: 4,394,215 shares; 2024Q4: 4,536,926 shares; 2025Q1: 4,772,190 shares; 2025Q2: 4,959,031 shares; 2025Q3: 5,140,687 shares 5,140,687 $3.44B 4.45% +181,656 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: 4,368,891 shares; 2024Q4: 4,157,979 shares; 2025Q1: 4,318,000 shares; 2025Q2: 4,707,317 shares; 2025Q3: 4,878,198 shares 4,878,198 $2.53B 3.26% +170,881 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: 27,839,709 shares; 2024Q4: 28,664,739 shares; 2025Q1: 29,627,432 shares; 2025Q2: 30,654,506 shares; 2025Q3: 31,736,615 shares 31,736,615 $1.9B 2.46% +1,082,109 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: 3,376,582 shares; 2024Q4: 3,502,307 shares; 2025Q1: 3,597,171 shares; 2025Q2: 3,838,173 shares; 2025Q3: 3,882,370 shares 3,882,370 $1.28B 1.65% +44,197 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: 4,427,453 shares; 2024Q4: 4,538,997 shares; 2025Q1: 4,912,379 shares; 2025Q2: 5,266,121 shares; 2025Q3: 5,819,266 shares 5,819,266 $1.28B 1.65% +553,145 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: 7,259,357 shares; 2024Q4: 7,968,950 shares; 2025Q1: 9,238,165 shares; 2025Q2: 9,817,500 shares; 2025Q3: 10,816,427 shares 10,816,427 $1.08B 1.4% +998,927 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: 2,518,890 shares; 2024Q4: 2,679,863 shares; 2025Q1: 2,774,723 shares; 2025Q2: 3,130,571 shares; 2025Q3: 3,304,544 shares 3,304,544 $1.04B 1.35% +173,973 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: 3,606,460 shares; 2024Q4: 3,743,694 shares; 2025Q1: 3,968,221 shares; 2025Q2: 4,096,516 shares; 2025Q3: 4,198,516 shares 4,198,516 $1.02B 1.32% +102,000 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: 888,385 shares; 2024Q4: 949,713 shares; 2025Q1: 1,014,466 shares; 2025Q2: 1,129,516 shares; 2025Q3: 1,369,447 shares 1,369,447 $1.01B 1.3% +239,931 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245,152 shares; 2024Q4: 1,284,758 shares; 2025Q1: 1,332,527 shares; 2025Q2: 1,385,062 shares; 2025Q3: 1,427,929 shares 1,427,929 $951M 1.23% +42,867 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: 12,410,701 shares; 2024Q4: 12,824,258 shares; 2025Q1: 13,678,865 shares; 2025Q2: 13,961,480 shares; 2025Q3: 14,356,821 shares 14,356,821 $937M 1.21% +395,341 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: 4,048,234 shares; 2024Q4: 4,060,266 shares; 2025Q1: 4,482,765 shares; 2025Q2: 4,659,847 shares; 2025Q3: 4,720,356 shares 4,720,356 $880M 1.14% +60,509 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: 1,632,338 shares; 2024Q4: 1,651,458 shares; 2025Q1: 1,745,935 shares; 2025Q2: 1,786,816 shares; 2025Q3: 1,789,012 shares 1,789,012 $858M 1.11% +2,196 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: 8,508,605 shares; 2024Q4: 8,774,559 shares; 2025Q1: 8,648,044 shares; 2025Q2: 8,983,504 shares; 2025Q3: 9,251,750 shares 9,251,750 $808M 1.04% +268,246 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: 1,228,680 shares; 2024Q4: 2,151,934 shares; 2025Q1: 1,409,395 shares; 2025Q2: 1,452,035 shares; 2025Q3: 1,748,938 shares 1,748,938 $778M 1.01% +296,903 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: 12,385,409 shares; 2024Q4: 12,705,607 shares; 2025Q1: 13,009,043 shares; 2025Q2: 13,177,456 shares; 2025Q3: 13,117,163 shares 13,117,163 $711M 0.92% -60,293 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251,727 shares; 2024Q4: 9,718,320 shares; 2025Q1: 11,434,147 shares; 2025Q2: 12,555,562 shares; 2025Q3: 14,004,882 shares 14,004,882 $654M 0.85% +1,449,320 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: 760,626 shares; 2024Q4: 982,519 shares; 2025Q1: 1,015,285 shares; 2025Q2: 1,060,981 shares; 2025Q3: 1,056,940 shares 1,056,940 $635M 0.82% -4,041 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578,249 shares; 2024Q4: 1,589,665 shares; 2025Q1: 1,631,814 shares; 2025Q2: 1,774,182 shares; 2025Q3: 1,797,872 shares 1,797,872 $590M 0.76% +23,690 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: 4,291,232 shares; 2024Q4: 17,176,803 shares; 2025Q1: 17,277,037 shares; 2025Q2: 17,810,580 shares; 2025Q3: 17,849,389 shares 17,849,389 $570M 0.74% +38,809 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: 1,031,589 shares; 2024Q4: 1,052,104 shares; 2025Q1: 1,077,875 shares; 2025Q2: 1,093,676 shares; 2025Q3: 1,132,905 shares 1,132,905 $570M 0.74% +39,229 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535,235 shares; 2024Q4: 1,656,972 shares; 2025Q1: 1,787,429 shares; 2025Q2: 2,050,428 shares; 2025Q3: 2,280,326 shares 2,280,326 $555M 0.72% +229,898 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: 1,344,922 shares; 2024Q4: 1,399,263 shares; 2025Q1: 1,548,750 shares; 2025Q2: 1,709,460 shares; 2025Q3: 1,836,151 shares 1,836,151 $539M 0.7% +126,691 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: 753,118 shares; 2024Q4: 757,409 shares; 2025Q1: 782,836 shares; 2025Q2: 810,912 shares; 2025Q3: 834,508 shares 834,508 $511M 0.66% +23,596 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: 5,852,870 shares; 2024Q4: 6,175,049 shares; 2025Q1: 6,486,050 shares; 2025Q2: 7,090,503 shares; 2025Q3: 7,586,232 shares 7,586,232 $500M 0.65% +495,729 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: 548,765 shares; 2024Q4: 563,676 shares; 2025Q1: 591,403 shares; 2025Q2: 623,353 shares; 2025Q3: 645,477 shares 645,477 $492M 0.64% +22,124 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: 1,323,883 shares; 2024Q4: 1,411,338 shares; 2025Q1: 1,570,085 shares; 2025Q2: 1,709,529 shares; 2025Q3: 1,823,575 shares 1,823,575 $464M 0.6% +114,046 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: 910,299 shares; 2024Q4: 971,892 shares; 2025Q1: 1,018,551 shares; 2025Q2: 1,095,891 shares; 2025Q3: 1,136,584 shares 1,136,584 $461M 0.6% +40,693 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: 2,632,660 shares; 2024Q4: 2,704,481 shares; 2025Q1: 2,879,222 shares; 2025Q2: 2,940,450 shares; 2025Q3: 2,943,575 shares 2,943,575 $452M 0.58% +3,125 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: 3,580,291 shares; 2024Q4: 3,728,779 shares; 2025Q1: 3,969,079 shares; 2025Q2: 4,186,456 shares; 2025Q3: 4,346,434 shares 4,346,434 $448M 0.58% +159,978 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: 3,758,438 shares; 2024Q4: 3,668,595 shares; 2025Q1: 3,662,628 shares; 2025Q2: 3,617,068 shares; 2025Q3: 3,604,139 shares 3,604,139 $435M 0.56% -12,929 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: 1,354,619 shares; 2024Q4: 1,497,299 shares; 2025Q1: 1,587,297 shares; 2025Q2: 1,496,630 shares; 2025Q3: 1,460,755 shares 1,460,755 $400M 0.52% -35,875 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: 347,119 shares; 2024Q4: 356,151 shares; 2025Q1: 357,112 shares; 2025Q2: 393,957 shares; 2025Q3: 399,894 shares 399,894 $370M 0.48% +5,937 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: 856,072 shares; 2024Q4: 883,689 shares; 2025Q1: 926,384 shares; 2025Q2: 1,060,959 shares; 2025Q3: 1,022,505 shares 1,022,505 $349M 0.45% -38,454 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: 555,389 shares; 2024Q4: 574,594 shares; 2025Q1: 577,867 shares; 2025Q2: 598,857 shares; 2025Q3: 603,846 shares 603,846 $343M 0.44% +4,989 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576,952 shares; 2024Q4: 1,615,121 shares; 2025Q1: 1,692,210 shares; 2025Q2: 1,793,476 shares; 2025Q3: 1,844,069 shares 1,844,069 $342M 0.44% +50,593 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: 300,151 shares; 2024Q4: 309,637 shares; 2025Q1: 327,672 shares; 2025Q2: 357,817 shares; 2025Q3: 369,488 shares 369,488 $340M 0.44% +11,671 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: 1,013,489 shares; 2024Q4: 1,072,872 shares; 2025Q1: 1,141,501 shares; 2025Q2: 1,181,996 shares; 2025Q3: 1,186,115 shares 1,186,115 $334M 0.43% +4,119 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: 1,653,518 shares; 2024Q4: 3,869,358 shares; 2025Q1: 4,154,818 shares; 2025Q2: 4,355,243 shares; 2025Q3: 3,837,146 shares 3,837,146 $315M 0.41% -518,097 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: 1,057,190 shares; 2024Q4: 1,082,859 shares; 2025Q1: 1,110,497 shares; 2025Q2: 1,164,283 shares; 2025Q3: 1,339,689 shares 1,339,689 $310M 0.4% +175,406 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: 1,279,876 shares; 2024Q4: 1,429,938 shares; 2025Q1: 1,427,487 shares; 2025Q2: 1,407,483 shares; 2025Q3: 1,385,233 shares 1,385,233 $299M 0.39% -22,250 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: 895,130 shares; 2024Q4: 914,380 shares; 2025Q1: 1,014,919 shares; 2025Q2: 1,037,140 shares; 2025Q3: 1,053,171 shares 1,053,171 $297M 0.38% +16,031 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: 1,050,866 shares; 2024Q4: 1,091,798 shares; 2025Q1: 1,121,737 shares; 2025Q2: 1,149,849 shares; 2025Q3: 1,199,566 shares 1,199,566 $287M 0.37% +49,717 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: 52,495 shares; 2024Q4: 53,648 shares; 2025Q1: 83,398 shares; 2025Q2: 425,950 shares; 2025Q3: 463,346 shares 463,346 $285M 0.37% +37,396 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857,165 shares; 2024Q4: 361,393 shares; 2025Q1: 2,121,606 shares; 2025Q2: 2,142,105 shares; 2025Q3: 2,099,592 shares 2,099,592 $280M 0.36% -42,513 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754,222 shares; 2024Q4: 1,819,147 shares; 2025Q1: 2,233,977 shares; 2025Q2: 2,357,497 shares; 2025Q3: 2,433,191 shares 2,433,191 $274M 0.35% +75,694 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: 559,161 shares; 2024Q4: 546,201 shares; 2025Q1: 563,439 shares; 2025Q2: 579,441 shares; 2025Q3: 578,768 shares 578,768 $271M 0.35% -673 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: 32 shares; 2024Q4: 35 shares; 2025Q1: 274 shares; 2025Q2: 311 shares; 2025Q3: 348 shares 348 $262M 0.34% +37 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: 2,958,301 shares; 2024Q4: 2,953,043 shares; 2025Q1: 2,926,968 shares; 2025Q2: 3,047,023 shares; 2025Q3: 2,784,997 shares 2,784,997 $260M 0.34% -262,026 Timeline SCHV 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: 2,659,047 shares; 2024Q4: 7,950,753 shares; 2025Q1: 8,247,544 shares; 2025Q2: 8,687,414 shares; 2025Q3: 8,773,478 shares 8,773,478 $255M 0.33% +86,064 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: 1,260,085 shares; 2024Q4: 1,273,383 shares; 2025Q1: 1,287,201 shares; 2025Q2: 1,348,554 shares; 2025Q3: 1,893,420 shares 1,893,420 $254M 0.33% +544,866 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: 3,326,538 shares; 2024Q4: 10,168,084 shares; 2025Q1: 9,874,440 shares; 2025Q2: 9,628,895 shares; 2025Q3: 9,584,115 shares 9,584,115 $252M 0.33% -44,780 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607,868 shares; 2024Q4: 1,687,195 shares; 2025Q1: 1,682,137 shares; 2025Q2: 1,833,145 shares; 2025Q3: 1,606,483 shares 1,606,483 $249M 0.32% -226,662 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: 684,599 shares; 2024Q4: 740,287 shares; 2025Q1: 752,057 shares; 2025Q2: 805,741 shares; 2025Q3: 820,743 shares 820,743 $249M 0.32% +15,002 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: 2,369,092 shares; 2024Q4: 2,467,182 shares; 2025Q1: 2,547,371 shares; 2025Q2: 2,666,045 shares; 2025Q3: 2,804,678 shares 2,804,678 $248M 0.32% +138,633 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: 360,843 shares; 2024Q4: 401,051 shares; 2025Q1: 434,236 shares; 2025Q2: 460,099 shares; 2025Q3: 494,823 shares 494,823 $243M 0.31% +34,724 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: 2,521,446 shares; 2024Q4: 2,709,626 shares; 2025Q1: 2,806,549 shares; 2025Q2: 3,027,456 shares; 2025Q3: 3,139,132 shares 3,139,132 $237M 0.31% +111,676 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: 1,106,232 shares; 2024Q4: 1,106,614 shares; 2025Q1: 1,096,426 shares; 2025Q2: 1,113,524 shares; 2025Q3: 1,116,038 shares 1,116,038 $230M 0.3% +2,514 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: 544,311 shares; 2024Q4: 571,002 shares; 2025Q1: 584,416 shares; 2025Q2: 591,883 shares; 2025Q3: 605,092 shares 605,092 $224M 0.29% +13,209 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,044 shares; 2024Q4: 31,281 shares; 2025Q1: 1,130,628 shares; 2025Q2: 2,462,277 shares; 2025Q3: 2,599,122 shares 2,599,122 $218M 0.28% +136,845 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,418 shares; 2024Q4: 1,000,678 shares; 2025Q1: 1,135,461 shares; 2025Q2: 1,099,433 shares; 2025Q3: 1,072,139 shares 1,072,139 $215M 0.28% -27,294 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,320 shares; 2024Q4: 1,795,029 shares; 2025Q1: 2,738,173 shares; 2025Q2: 2,492,387 shares; 2025Q3: 2,527,966 shares 2,527,966 $212M 0.27% +35,579 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,615 shares; 2024Q4: 2,212,272 shares; 2025Q1: 2,307,685 shares; 2025Q2: 2,414,125 shares; 2025Q3: 2,562,515 shares 2,562,515 $212M 0.27% +148,390 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: 4,518,971 shares; 2024Q4: 8,924,084 shares; 2025Q1: 8,900,370 shares; 2025Q2: 8,822,688 shares; 2025Q3: 8,917,283 shares 8,917,283 $208M 0.27% +94,595 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: 1,743,125 shares; 2024Q4: 1,804,791 shares; 2025Q1: 1,748,838 shares; 2025Q2: 1,745,765 shares; 2025Q3: 1,737,543 shares 1,737,543 $206M 0.27% -8,222 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: 500,179 shares; 2024Q4: 610,598 shares; 2025Q1: 816,583 shares; 2025Q2: 920,207 shares; 2025Q3: 1,116,617 shares 1,116,617 $204M 0.26% +196,410 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906,473 shares; 2024Q4: 1,868,578 shares; 2025Q1: 2,370,576 shares; 2025Q2: 2,120,179 shares; 2025Q3: 2,104,117 shares 2,104,117 $203M 0.26% -16,062 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: 1,705,736 shares; 2024Q4: 1,932,089 shares; 2025Q1: 1,987,573 shares; 2025Q2: 1,897,180 shares; 2025Q3: 1,878,029 shares 1,878,029 $200M 0.26% -19,151 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: 2,318,259 shares; 2024Q4: 8,210,530 shares; 2025Q1: 8,235,659 shares; 2025Q2: 7,836,326 shares; 2025Q3: 7,253,548 shares 7,253,548 $198M 0.26% -582,778 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: 503,559 shares; 2024Q4: 505,935 shares; 2025Q1: 508,740 shares; 2025Q2: 535,883 shares; 2025Q3: 535,599 shares 535,599 $196M 0.25% -284 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,460 shares; 2024Q4: 46,334 shares; 2025Q1: 317,335 shares; 2025Q2: 506,026 shares; 2025Q3: 556,595 shares 556,595 $195M 0.25% +50,569 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: 123,902 shares; 2024Q4: 126,250 shares; 2025Q1: 138,540 shares; 2025Q2: 151,344 shares; 2025Q3: 159,069 shares 159,069 $191M 0.25% +7,725 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934,577 shares; 2024Q4: 5,142,599 shares; 2025Q1: 4,495,888 shares; 2025Q2: 4,418,246 shares; 2025Q3: 4,449,247 shares 4,449,247 $190M 0.25% +31,001 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: 75,051 shares; 2024Q4: 75,243 shares; 2025Q1: 299,204 shares; 2025Q2: 357,470 shares; 2025Q3: 387,445 shares 387,445 $184M 0.24% +29,975 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: 1,296,330 shares; 2024Q4: 1,318,519 shares; 2025Q1: 1,354,285 shares; 2025Q2: 1,390,390 shares; 2025Q3: 1,268,527 shares 1,268,527 $183M 0.24% -121,863 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: 1,908,540 shares; 2024Q4: 1,905,778 shares; 2025Q1: 2,007,756 shares; 2025Q2: 1,986,264 shares; 2025Q3: 1,991,438 shares 1,991,438 $182M 0.24% +5,174 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,462 shares; 2025Q1: 6,486 shares; 2025Q2: 4,219 shares; 2025Q3: 309,556 shares 309,556 $181M 0.23% +305,337 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572,261 shares; 2024Q4: 2,576,435 shares; 2025Q1: 2,807,491 shares; 2025Q2: 2,857,451 shares; 2025Q3: 2,857,627 shares 2,857,627 $181M 0.23% +176 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160,593 shares; 2024Q4: 3,050,311 shares; 2025Q1: 2,888,439 shares; 2025Q2: 2,816,348 shares; 2025Q3: 2,643,106 shares 2,643,106 $180M 0.23% -173,242 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: 2,524,812 shares; 2024Q4: 2,998,344 shares; 2025Q1: 3,142,242 shares; 2025Q2: 3,258,439 shares; 2025Q3: 3,542,195 shares 3,542,195 $177M 0.23% +283,756 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: 460,630 shares; 2024Q4: 466,542 shares; 2025Q1: 475,805 shares; 2025Q2: 525,269 shares; 2025Q3: 573,964 shares 573,964 $177M 0.23% +48,695 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: 142,600 shares; 2024Q4: 143,217 shares; 2025Q1: 155,138 shares; 2025Q2: 160,817 shares; 2025Q3: 162,362 shares 162,362 $175M 0.23% +1,545 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: 345,103 shares; 2024Q4: 359,268 shares; 2025Q1: 377,633 shares; 2025Q2: 399,446 shares; 2025Q3: 413,981 shares 413,981 $175M 0.23% +14,535 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,149 shares; 2024Q4: 1,169,659 shares; 2025Q1: 1,585,877 shares; 2025Q2: 1,987,532 shares; 2025Q3: 2,362,710 shares 2,362,710 $171M 0.22% +375,178 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: 2,388,059 shares; 2024Q4: 2,368,661 shares; 2025Q1: 2,226,741 shares; 2025Q2: 2,123,820 shares; 2025Q3: 2,136,786 shares 2,136,786 $167M 0.22% +12,966 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: 1,608,961 shares; 2024Q4: 1,639,655 shares; 2025Q1: 1,700,229 shares; 2025Q2: 1,735,279 shares; 2025Q3: 1,733,034 shares 1,733,034 $167M 0.22% -2,245 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,139 shares; 2024Q4: 788,131 shares; 2025Q1: 837,332 shares; 2025Q2: 846,165 shares; 2025Q3: 884,315 shares 884,315 $167M 0.22% +38,150 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: 1,106,683 shares; 2024Q4: 1,115,921 shares; 2025Q1: 1,101,726 shares; 2025Q2: 1,114,306 shares; 2025Q3: 1,119,988 shares 1,119,988 $163M 0.21% +5,682 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846,431 shares; 2024Q4: 2,070,959 shares; 2025Q1: 2,193,296 shares; 2025Q2: 2,301,923 shares; 2025Q3: 2,354,612 shares 2,354,612 $161M 0.21% +52,689 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: 165,480 shares; 2024Q4: 172,591 shares; 2025Q1: 558,158 shares; 2025Q2: 597,388 shares; 2025Q3: 644,636 shares 644,636 $159M 0.21% +47,248 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: 670,807 shares; 2024Q4: 708,805 shares; 2025Q1: 640,124 shares; 2025Q2: 627,185 shares; 2025Q3: 656,707 shares 656,707 $159M 0.21% +29,522 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: 261,125 shares; 2024Q4: 271,506 shares; 2025Q1: 441,820 shares; 2025Q2: 455,981 shares; 2025Q3: 446,766 shares 446,766 $159M 0.21% -9,215 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: 526,722 shares; 2024Q4: 556,618 shares; 2025Q1: 523,733 shares; 2025Q2: 546,443 shares; 2025Q3: 560,005 shares 560,005 $158M 0.2% +13,562 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: 1,043,680 shares; 2024Q4: 1,083,908 shares; 2025Q1: 1,123,524 shares; 2025Q2: 1,152,322 shares; 2025Q3: 1,191,021 shares 1,191,021 $155M 0.2% +38,699 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: 211,965 shares; 2024Q4: 222,948 shares; 2025Q1: 373,193 shares; 2025Q2: 417,466 shares; 2025Q3: 545,078 shares 545,078 $152M 0.2% +127,612 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: 4,578,928 shares; 2024Q4: 4,754,319 shares; 2025Q1: 4,837,213 shares; 2025Q2: 5,093,501 shares; 2025Q3: 5,381,621 shares 5,381,621 $152M 0.2% +288,120 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: 635,723 shares; 2024Q4: 656,303 shares; 2025Q1: 698,295 shares; 2025Q2: 776,800 shares; 2025Q3: 821,889 shares 821,889 $151M 0.2% +45,089 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: 902,247 shares; 2024Q4: 949,602 shares; 2025Q1: 993,065 shares; 2025Q2: 1,042,134 shares; 2025Q3: 1,081,027 shares 1,081,027 $147M 0.19% +38,893 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: 224,953 shares; 2024Q4: 231,214 shares; 2025Q1: 240,807 shares; 2025Q2: 295,642 shares; 2025Q3: 307,029 shares 307,029 $146M 0.19% +11,387 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: 499,544 shares; 2024Q4: 506,132 shares; 2025Q1: 430,869 shares; 2025Q2: 385,043 shares; 2025Q3: 418,029 shares 418,029 $144M 0.19% +32,986 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: 3,334,257 shares; 2024Q4: 3,300,768 shares; 2025Q1: 3,548,957 shares; 2025Q2: 3,744,938 shares; 2025Q3: 3,701,458 shares 3,701,458 $143M 0.18% -43,480 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: 1,009,530 shares; 2024Q4: 1,036,812 shares; 2025Q1: 1,071,017 shares; 2025Q2: 1,085,637 shares; 2025Q3: 1,146,514 shares 1,146,514 $142M 0.18% +60,877 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: 327,032 shares; 2024Q4: 340,747 shares; 2025Q1: 356,853 shares; 2025Q2: 371,861 shares; 2025Q3: 376,517 shares 376,517 $141M 0.18% +4,656 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: 281,282 shares; 2024Q4: 359,504 shares; 2025Q1: 446,801 shares; 2025Q2: 472,467 shares; 2025Q3: 497,089 shares 497,089 $140M 0.18% +24,622 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: 144,066 shares; 2024Q4: 153,037 shares; 2025Q1: 162,117 shares; 2025Q2: 169,438 shares; 2025Q3: 175,592 shares 175,592 $140M 0.18% +6,154 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156,821 shares; 2024Q4: 1,649,549 shares; 2025Q1: 2,419,330 shares; 2025Q2: 2,634,980 shares; 2025Q3: 2,938,811 shares 2,938,811 $140M 0.18% +303,831 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: 3,026,837 shares; 2024Q4: 3,131,016 shares; 2025Q1: 3,302,798 shares; 2025Q2: 3,186,775 shares; 2025Q3: 3,080,462 shares 3,080,462 $139M 0.18% -106,313 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,189 shares; 2024Q4: 1,075,496 shares; 2025Q1: 1,270,828 shares; 2025Q2: 1,285,569 shares; 2025Q3: 1,331,083 shares 1,331,083 $139M 0.18% +45,514 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: 263,359 shares; 2024Q4: 554,578 shares; 2025Q1: 598,389 shares; 2025Q2: 655,550 shares; 2025Q3: 674,525 shares 674,525 $137M 0.18% +18,975 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: 1,539,654 shares; 2024Q4: 1,571,454 shares; 2025Q1: 1,614,483 shares; 2025Q2: 1,653,331 shares; 2025Q3: 1,753,513 shares 1,753,513 $137M 0.18% +100,182 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: 109,911 shares; 2025Q1: 113,286 shares; 2025Q2: 114,563 shares; 2025Q3: 115,407 shares 115,407 $135M 0.17% +844 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: 695,433 shares; 2024Q4: 727,396 shares; 2025Q1: 763,091 shares; 2025Q2: 790,806 shares; 2025Q3: 844,296 shares 844,296 $134M 0.17% +53,490 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: 927,657 shares; 2025Q1: 950,812 shares; 2025Q2: 975,510 shares; 2025Q3: 978,956 shares 978,956 $131M 0.17% +3,446 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: 542,348 shares; 2024Q4: 554,952 shares; 2025Q1: 566,805 shares; 2025Q2: 583,642 shares; 2025Q3: 583,850 shares 583,850 $129M 0.17% +208 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276,664 shares; 2024Q4: 2,436,602 shares; 2025Q1: 2,876,620 shares; 2025Q2: 3,199,194 shares; 2025Q3: 3,544,648 shares 3,544,648 $129M 0.17% +345,454 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: 479,063 shares; 2024Q4: 488,508 shares; 2025Q1: 497,975 shares; 2025Q2: 500,231 shares; 2025Q3: 511,215 shares 511,215 $128M 0.17% +10,984 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306,823 shares; 2024Q4: 1,404,724 shares; 2025Q1: 1,480,383 shares; 2025Q2: 1,851,930 shares; 2025Q3: 1,884,053 shares 1,884,053 $125M 0.16% +32,123 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299,451 shares; 2024Q4: 3,413,922 shares; 2025Q1: 3,764,583 shares; 2025Q2: 3,777,597 shares; 2025Q3: 3,961,957 shares 3,961,957 $125M 0.16% +184,360 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149,094 shares; 2024Q4: 2,133,630 shares; 2025Q1: 2,154,678 shares; 2025Q2: 2,129,124 shares; 2025Q3: 2,411,850 shares 2,411,850 $124M 0.16% +282,726 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: 1,885,778 shares; 2024Q4: 1,547,456 shares; 2025Q1: 1,520,712 shares; 2025Q2: 1,877,604 shares; 2025Q3: 2,324,614 shares 2,324,614 $124M 0.16% +447,010 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: 996,549 shares; 2025Q1: 874,389 shares; 2025Q2: 941,060 shares; 2025Q3: 851,490 shares 851,490 $124M 0.16% -89,570 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: 953,184 shares; 2024Q4: 926,656 shares; 2025Q1: 961,465 shares; 2025Q2: 813,453 shares; 2025Q3: 879,417 shares 879,417 $124M 0.16% +65,964 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: 1,480,181 shares; 2024Q4: 1,543,271 shares; 2025Q1: 1,570,807 shares; 2025Q2: 1,570,686 shares; 2025Q3: 1,600,059 shares 1,600,059 $119M 0.15% +29,373 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: 3,542,039 shares; 2024Q4: 3,627,357 shares; 2025Q1: 3,723,189 shares; 2025Q2: 3,672,150 shares; 2025Q3: 3,733,130 shares 3,733,130 $118M 0.15% +60,980 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: 19,936 shares; 2024Q4: 20,959 shares; 2025Q1: 19,831 shares; 2025Q2: 20,616 shares; 2025Q3: 21,519 shares 21,519 $116M 0.15% +903 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: 1,179,518 shares; 2024Q4: 1,166,670 shares; 2025Q1: 1,215,500 shares; 2025Q2: 1,205,188 shares; 2025Q3: 1,216,943 shares 1,216,943 $116M 0.15% +11,755 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667,714 shares; 2024Q4: 1,749,116 shares; 2025Q1: 1,822,081 shares; 2025Q2: 1,933,939 shares; 2025Q3: 2,020,000 shares 2,020,000 $112M 0.14% +86,061 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: 493,347 shares; 2024Q4: 609,740 shares; 2025Q1: 848,804 shares; 2025Q2: 960,770 shares; 2025Q3: 1,139,934 shares 1,139,934 $112M 0.14% +179,164 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750,225 shares; 2024Q4: 1,858,408 shares; 2025Q1: 1,890,320 shares; 2025Q2: 1,926,219 shares; 2025Q3: 2,174,728 shares 2,174,728 $110M 0.14% +248,509 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: 1,232,037 shares; 2024Q4: 3,996,283 shares; 2025Q1: 4,286,330 shares; 2025Q2: 4,217,210 shares; 2025Q3: 4,289,929 shares 4,289,929 $110M 0.14% +72,719 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: 425,802 shares; 2024Q4: 469,145 shares; 2025Q1: 513,504 shares; 2025Q2: 555,382 shares; 2025Q3: 551,883 shares 551,883 $107M 0.14% -3,499 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: 711,405 shares; 2024Q4: 620,713 shares; 2025Q1: 593,225 shares; 2025Q2: 576,937 shares; 2025Q3: 548,397 shares 548,397 $106M 0.14% -28,540 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,347 shares; 2024Q4: 251,940 shares; 2025Q1: 266,933 shares; 2025Q2: 292,032 shares; 2025Q3: 494,154 shares 494,154 $106M 0.14% +202,122 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: 1,709,370 shares; 2024Q4: 1,705,947 shares; 2025Q1: 787,538 shares; 2025Q2: 890,633 shares; 2025Q3: 652,818 shares 652,818 $106M 0.14% -237,815 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: 316,168 shares; 2024Q4: 360,403 shares; 2025Q1: 383,439 shares; 2025Q2: 404,593 shares; 2025Q3: 425,348 shares 425,348 $105M 0.14% +20,755 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: 1,247,925 shares; 2024Q4: 1,306,192 shares; 2025Q1: 1,331,582 shares; 2025Q2: 1,368,429 shares; 2025Q3: 1,429,095 shares 1,429,095 $104M 0.13% +60,666 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: 498,835 shares; 2024Q4: 492,338 shares; 2025Q1: 508,887 shares; 2025Q2: 502,838 shares; 2025Q3: 500,078 shares 500,078 $102M 0.13% -2,760 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,471 shares; 2024Q4: 457,960 shares; 2025Q1: 566,564 shares; 2025Q2: 587,936 shares; 2025Q3: 582,615 shares 582,615 $102M 0.13% -5,321 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: 218,938 shares; 2024Q4: 217,625 shares; 2025Q1: 244,167 shares; 2025Q2: 299,460 shares; 2025Q3: 330,770 shares 330,770 $99.5M 0.13% +31,310 Timeline IGF 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: 1,304,037 shares; 2024Q4: 1,371,373 shares; 2025Q1: 1,437,554 shares; 2025Q2: 1,509,575 shares; 2025Q3: 1,613,546 shares 1,613,546 $98.6M 0.13% +103,971 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: 570,544 shares; 2024Q4: 813,273 shares; 2025Q1: 762,265 shares; 2025Q2: 674,564 shares; 2025Q3: 706,115 shares 706,115 $97.3M 0.13% +31,551 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: 387,069 shares; 2024Q4: 420,240 shares; 2025Q1: 435,333 shares; 2025Q2: 452,257 shares; 2025Q3: 460,317 shares 460,317 $96.1M 0.12% +8,060 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: 306,287 shares; 2024Q4: 235,116 shares; 2025Q1: 272,168 shares; 2025Q2: 472,694 shares; 2025Q3: 394,136 shares 394,136 $93.4M 0.12% -78,558 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: 495,195 shares; 2024Q4: 490,154 shares; 2025Q1: 497,672 shares; 2025Q2: 528,285 shares; 2025Q3: 552,333 shares 552,333 $91.9M 0.12% +24,048 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: 277,395 shares; 2024Q4: 363,088 shares; 2025Q1: 371,278 shares; 2025Q2: 399,542 shares; 2025Q3: 473,470 shares 473,470 $91.1M 0.12% +73,928 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,962 shares; 2024Q4: 802,615 shares; 2025Q1: 829,783 shares; 2025Q2: 818,504 shares; 2025Q3: 837,819 shares 837,819 $89.5M 0.12% +19,315 Timeline TFLO 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: 1,370,311 shares; 2024Q4: 1,451,618 shares; 2025Q1: 1,625,663 shares; 2025Q2: 1,709,598 shares; 2025Q3: 1,742,187 shares 1,742,187 $88.1M 0.11% +32,589 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: 73,777 shares; 2024Q4: 76,579 shares; 2025Q1: 79,104 shares; 2025Q2: 83,065 shares; 2025Q3: 113,997 shares 113,997 $88.1M 0.11% +30,932 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: 566,584 shares; 2024Q4: 569,205 shares; 2025Q1: 618,411 shares; 2025Q2: 632,430 shares; 2025Q3: 618,245 shares 618,245 $88M 0.11% -14,185 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,489 shares; 2024Q4: 826,203 shares; 2025Q1: 862,239 shares; 2025Q2: 866,336 shares; 2025Q3: 861,123 shares 861,123 $86.8M 0.11% -5,213 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640,066 shares; 2024Q4: 1,450,345 shares; 2025Q1: 1,551,530 shares; 2025Q2: 1,339,131 shares; 2025Q3: 1,338,581 shares 1,338,581 $86.6M 0.11% -550 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: 158,765 shares; 2024Q4: 168,603 shares; 2025Q1: 182,636 shares; 2025Q2: 191,264 shares; 2025Q3: 204,054 shares 204,054 $86.2M 0.11% +12,790 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: 442,421 shares; 2024Q4: 448,546 shares; 2025Q1: 460,802 shares; 2025Q2: 457,562 shares; 2025Q3: 425,494 shares 425,494 $85.7M 0.11% -32,068 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,225 shares; 2024Q4: 264,481 shares; 2025Q1: 275,723 shares; 2025Q2: 293,165 shares; 2025Q3: 339,150 shares 339,150 $83.6M 0.11% +45,985 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: 228,650 shares; 2024Q4: 311,375 shares; 2025Q1: 290,111 shares; 2025Q2: 410,487 shares; 2025Q3: 421,611 shares 421,611 $83.6M 0.11% +11,124 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,673 shares; 2024Q4: 719,827 shares; 2025Q1: 727,123 shares; 2025Q2: 986,922 shares; 2025Q3: 1,004,054 shares 1,004,054 $82.7M 0.11% +17,132 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: 341,604 shares; 2024Q4: 419,204 shares; 2025Q1: 431,826 shares; 2025Q2: 445,756 shares; 2025Q3: 379,912 shares 379,912 $80M 0.1% -65,844 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326,270 shares; 2024Q4: 2,410,727 shares; 2025Q1: 2,459,006 shares; 2025Q2: 2,575,995 shares; 2025Q3: 2,811,330 shares 2,811,330 $79.6M 0.1% +235,335 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: 1,454,287 shares; 2024Q4: 2,944,405 shares; 2025Q1: 2,940,431 shares; 2025Q2: 2,838,326 shares; 2025Q3: 2,843,740 shares 2,843,740 $79.3M 0.1% +5,414 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,320 shares; 2024Q4: 1,449,015 shares; 2025Q1: 1,557,435 shares; 2025Q2: 1,666,335 shares; 2025Q3: 1,680,297 shares 1,680,297 $78.7M 0.1% +13,962 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: 514,803 shares; 2024Q4: 532,347 shares; 2025Q1: 537,817 shares; 2025Q2: 538,670 shares; 2025Q3: 555,838 shares 555,838 $78.3M 0.1% +17,168 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: 754,365 shares; 2024Q4: 751,130 shares; 2025Q1: 778,807 shares; 2025Q2: 1,557,443 shares; 2025Q3: 1,595,635 shares 1,595,635 $78.2M 0.1% +38,192 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: 336,400 shares; 2024Q4: 362,519 shares; 2025Q1: 394,048 shares; 2025Q2: 406,144 shares; 2025Q3: 411,817 shares 411,817 $78.1M 0.1% +5,673 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: 376,471 shares; 2024Q4: 394,348 shares; 2025Q1: 420,620 shares; 2025Q2: 401,399 shares; 2025Q3: 456,804 shares 456,804 $78M 0.1% +55,405 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: 90,634 shares; 2024Q4: 98,349 shares; 2025Q1: 93,437 shares; 2025Q2: 94,047 shares; 2025Q3: 81,467 shares 81,467 $77.8M 0.1% -12,580 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: 200,981 shares; 2024Q4: 225,082 shares; 2025Q1: 274,628 shares; 2025Q2: 569,857 shares; 2025Q3: 613,078 shares 613,078 $75.9M 0.1% +43,221 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: 94,028 shares; 2024Q4: 98,052 shares; 2025Q1: 110,104 shares; 2025Q2: 130,538 shares; 2025Q3: 279,439 shares 279,439 $75.5M 0.1% +148,901 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688,315 shares; 2024Q4: 684,225 shares; 2025Q1: 691,375 shares; 2025Q2: 691,859 shares; 2025Q3: 630,639 shares 630,639 $75.3M 0.1% -61,220 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,279 shares; 2024Q4: 153,569 shares; 2025Q1: 158,384 shares; 2025Q2: 160,277 shares; 2025Q3: 171,427 shares 171,427 $74.6M 0.1% +11,150 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: 386,637 shares; 2024Q4: 403,987 shares; 2025Q1: 410,438 shares; 2025Q2: 427,239 shares; 2025Q3: 733,577 shares 733,577 $74.5M 0.1% +306,338 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: 348,727 shares; 2024Q4: 351,978 shares; 2025Q1: 336,973 shares; 2025Q2: 148,904 shares; 2025Q3: 151,278 shares 151,278 $73.4M 0.09% +2,374 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: 210,735 shares; 2024Q4: 186,198 shares; 2025Q1: 97,435 shares; 2025Q2: 117,004 shares; 2025Q3: 101,931 shares 101,931 $73.2M 0.09% -15,073 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,675 shares; 2024Q4: 84,354 shares; 2025Q1: 439,725 shares; 2025Q2: 455,651 shares; 2025Q3: 458,866 shares 458,866 $72.5M 0.09% +3,215 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: 50,352 shares; 2024Q4: 49,898 shares; 2025Q1: 53,086 shares; 2025Q2: 98,996 shares; 2025Q3: 106,161 shares 106,161 $72.5M 0.09% +7,165 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: 399,849 shares; 2024Q4: 382,796 shares; 2025Q1: 377,318 shares; 2025Q2: 1,509,402 shares; 2025Q3: 1,025,108 shares 1,025,108 $71.5M 0.09% -484,294 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: 757,021 shares; 2024Q4: 746,761 shares; 2025Q1: 825,721 shares; 2025Q2: 870,411 shares; 2025Q3: 853,171 shares 853,171 $71.3M 0.09% -17,240 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: 650,727 shares; 2024Q4: 642,550 shares; 2025Q1: 671,019 shares; 2025Q2: 699,424 shares; 2025Q3: 739,015 shares 739,015 $70.4M 0.09% +39,591 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847,338 shares; 2024Q4: 827,284 shares; 2025Q1: 834,705 shares; 2025Q2: 858,477 shares; 2025Q3: 874,194 shares 874,194 $70.1M 0.09% +15,717 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,230 shares; 2024Q4: 450,952 shares; 2025Q1: 489,714 shares; 2025Q2: 1,101,967 shares; 2025Q3: 1,041,625 shares 1,041,625 $70.1M 0.09% -60,342 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: 110,836 shares; 2024Q4: 159,114 shares; 2025Q1: 165,390 shares; 2025Q2: 177,393 shares; 2025Q3: 174,094 shares 174,094 $70.1M 0.09% -3,299 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: 337,268 shares; 2024Q4: 351,601 shares; 2025Q1: 373,009 shares; 2025Q2: 451,779 shares; 2025Q3: 431,904 shares 431,904 $70.1M 0.09% -19,875 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: 758,655 shares; 2024Q4: 796,535 shares; 2025Q1: 785,548 shares; 2025Q2: 811,563 shares; 2025Q3: 834,653 shares 834,653 $70M 0.09% +23,090 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: 865,778 shares; 2024Q4: 504,243 shares; 2025Q1: 506,552 shares; 2025Q2: 612,326 shares; 2025Q3: 610,439 shares 610,439 $69.9M 0.09% -1,887 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: 533,102 shares; 2024Q4: 651,174 shares; 2025Q1: 927,248 shares; 2025Q2: 994,378 shares; 2025Q3: 1,054,882 shares 1,054,882 $69.7M 0.09% +60,504 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: 266,566 shares; 2024Q4: 407,691 shares; 2025Q1: 656,456 shares; 2025Q2: 736,504 shares; 2025Q3: 819,238 shares 819,238 $69.4M 0.09% +82,734 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: 515,984 shares; 2024Q4: 550,525 shares; 2025Q1: 579,105 shares; 2025Q2: 611,088 shares; 2025Q3: 622,241 shares 622,241 $69.1M 0.09% +11,153 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: 74,479 shares; 2024Q4: 80,489 shares; 2025Q1: 138,191 shares; 2025Q2: 145,965 shares; 2025Q3: 141,827 shares 141,827 $69M 0.09% -4,138 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,355 shares; 2024Q4: 598,865 shares; 2025Q1: 627,705 shares; 2025Q2: 615,419 shares; 2025Q3: 621,484 shares 621,484 $68.7M 0.09% +6,065 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: 463,520 shares; 2024Q4: 616,992 shares; 2025Q1: 975,582 shares; 2025Q2: 762,476 shares; 2025Q3: 741,282 shares 741,282 $68M 0.09% -21,194 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,794 shares; 2024Q4: 205,425 shares; 2025Q1: 191,468 shares; 2025Q2: 197,515 shares; 2025Q3: 203,682 shares 203,682 $67.8M 0.09% +6,167 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,963 shares; 2024Q4: 500,117 shares; 2025Q1: 519,147 shares; 2025Q2: 544,897 shares; 2025Q3: 570,385 shares 570,385 $67.6M 0.09% +25,488 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: 374,611 shares; 2024Q4: 387,389 shares; 2025Q1: 406,449 shares; 2025Q2: 405,938 shares; 2025Q3: 402,131 shares 402,131 $67.3M 0.09% -3,807 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: 801,313 shares; 2024Q4: 773,979 shares; 2025Q1: 792,433 shares; 2025Q2: 1,120,321 shares; 2025Q3: 1,067,145 shares 1,067,145 $66.7M 0.09% -53,176 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: 499,705 shares; 2024Q4: 500,208 shares; 2025Q1: 530,701 shares; 2025Q2: 530,407 shares; 2025Q3: 507,674 shares 507,674 $66.6M 0.09% -22,733 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,083 shares; 2024Q4: 1,228,000 shares; 2025Q1: 1,225,373 shares; 2025Q2: 1,211,751 shares; 2025Q3: 1,248,410 shares 1,248,410 $66.2M 0.09% +36,659 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: 27,209 shares; 2024Q4: 28,721 shares; 2025Q1: 32,989 shares; 2025Q2: 64,682 shares; 2025Q3: 67,914 shares 67,914 $65.7M 0.08% +3,232 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: 557,087 shares; 2024Q4: 531,391 shares; 2025Q1: 536,562 shares; 2025Q2: 527,924 shares; 2025Q3: 504,618 shares 504,618 $65.6M 0.08% -23,306 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,169 shares; 2024Q4: 1,014,829 shares; 2025Q1: 1,120,544 shares; 2025Q2: 1,939,344 shares; 2025Q3: 1,542,270 shares 1,542,270 $64.8M 0.08% -397,074 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: 136,333 shares; 2024Q4: 135,809 shares; 2025Q1: 146,597 shares; 2025Q2: 148,490 shares; 2025Q3: 141,023 shares 141,023 $64.5M 0.08% -7,467 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: 706,706 shares; 2024Q4: 2,161,181 shares; 2025Q1: 2,187,656 shares; 2025Q2: 2,135,799 shares; 2025Q3: 2,165,452 shares 2,165,452 $64.2M 0.08% +29,653 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: 598,698 shares; 2024Q4: 621,167 shares; 2025Q1: 658,092 shares; 2025Q2: 280,012 shares; 2025Q3: 269,101 shares 269,101 $63.6M 0.08% -10,911 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: 215,758 shares; 2024Q4: 227,967 shares; 2025Q1: 232,369 shares; 2025Q2: 237,468 shares; 2025Q3: 231,786 shares 231,786 $63.2M 0.08% -5,682 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,541 shares; 2024Q4: 129,461 shares; 2025Q1: 142,582 shares; 2025Q2: 146,659 shares; 2025Q3: 127,461 shares 127,461 $62.9M 0.08% -19,198 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: 101,399 shares; 2024Q4: 100,637 shares; 2025Q1: 101,544 shares; 2025Q2: 105,365 shares; 2025Q3: 105,154 shares 105,154 $62.7M 0.08% -211 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,189 shares; 2024Q4: 197,770 shares; 2025Q1: 196,418 shares; 2025Q2: 203,119 shares; 2025Q3: 209,417 shares 209,417 $62.3M 0.08% +6,298 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,015 shares; 2024Q4: 670,992 shares; 2025Q1: 693,390 shares; 2025Q2: 720,494 shares; 2025Q3: 765,075 shares 765,075 $61.2M 0.08% +44,581 Timeline ISTB 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: 1,072,534 shares; 2024Q4: 1,132,511 shares; 2025Q1: 1,133,934 shares; 2025Q2: 1,156,571 shares; 2025Q3: 1,248,030 shares 1,248,030 $61M 0.08% +91,459 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,833 shares; 2024Q4: 486,613 shares; 2025Q1: 488,759 shares; 2025Q2: 494,663 shares; 2025Q3: 476,128 shares 476,128 $60.4M 0.08% -18,535 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,850 shares; 2024Q4: 1,104,542 shares; 2025Q1: 1,137,652 shares; 2025Q2: 1,134,217 shares; 2025Q3: 1,184,421 shares 1,184,421 $60.1M 0.08% +50,204 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: 350,890 shares; 2024Q4: 285,710 shares; 2025Q1: 273,073 shares; 2025Q2: 291,013 shares; 2025Q3: 288,063 shares 288,063 $59M 0.08% -2,950 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: 417,785 shares; 2024Q4: 465,208 shares; 2025Q1: 521,560 shares; 2025Q2: 563,669 shares; 2025Q3: 588,452 shares 588,452 $58.7M 0.08% +24,783 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: 97,094 shares; 2024Q4: 121,804 shares; 2025Q1: 104,228 shares; 2025Q2: 110,805 shares; 2025Q3: 117,072 shares 117,072 $58.4M 0.08% +6,267 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: 68,426 shares; 2024Q4: 70,389 shares; 2025Q1: 71,553 shares; 2025Q2: 74,031 shares; 2025Q3: 74,489 shares 74,489 $58.3M 0.08% +458 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: 64,180 shares; 2024Q4: 583,032 shares; 2025Q1: 472,558 shares; 2025Q2: 480,148 shares; 2025Q3: 482,982 shares 482,982 $57.7M 0.07% +2,834 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: 398,318 shares; 2024Q4: 378,997 shares; 2025Q1: 378,463 shares; 2025Q2: 392,838 shares; 2025Q3: 406,282 shares 406,282 $57.7M 0.07% +13,444 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: 984,757 shares; 2024Q4: 1,251,282 shares; 2025Q1: 1,204,311 shares; 2025Q2: 1,259,358 shares; 2025Q3: 1,312,394 shares 1,312,394 $57.7M 0.07% +53,036 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: 69,547 shares; 2024Q4: 71,401 shares; 2025Q1: 73,664 shares; 2025Q2: 72,649 shares; 2025Q3: 76,874 shares 76,874 $57.4M 0.07% +4,225 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: 749,833 shares; 2024Q4: 739,669 shares; 2025Q1: 744,042 shares; 2025Q2: 725,090 shares; 2025Q3: 677,027 shares 677,027 $57.3M 0.07% -48,063 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: 154,085 shares; 2024Q4: 165,903 shares; 2025Q1: 458,246 shares; 2025Q2: 472,103 shares; 2025Q3: 508,802 shares 508,802 $57.2M 0.07% +36,699 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: 2,090,826 shares; 2024Q4: 2,021,465 shares; 2025Q1: 1,813,217 shares; 2025Q2: 1,881,384 shares; 2025Q3: 1,817,834 shares 1,817,834 $57.1M 0.07% -63,550 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: 220,162 shares; 2024Q4: 222,179 shares; 2025Q1: 229,332 shares; 2025Q2: 346,153 shares; 2025Q3: 364,717 shares 364,717 $56.6M 0.07% +18,564 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: 318,289 shares; 2024Q4: 424,379 shares; 2025Q1: 437,953 shares; 2025Q2: 454,551 shares; 2025Q3: 455,940 shares 455,940 $55.8M 0.07% +1,389 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058,419 shares; 2024Q4: 1,054,275 shares; 2025Q1: 1,066,748 shares; 2025Q2: 1,117,316 shares; 2025Q3: 1,116,899 shares 1,116,899 $55.8M 0.07% -417 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,958 shares; 2024Q4: 136,717 shares; 2025Q1: 163,576 shares; 2025Q2: 512,174 shares; 2025Q3: 539,590 shares 539,590 $55.8M 0.07% +27,416 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,778 shares; 2024Q4: 205,011 shares; 2025Q1: 207,713 shares; 2025Q2: 213,310 shares; 2025Q3: 181,279 shares 181,279 $55.7M 0.07% -32,031 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: 165,576 shares; 2024Q4: 192,629 shares; 2025Q1: 185,219 shares; 2025Q2: 180,884 shares; 2025Q3: 160,906 shares 160,906 $55.7M 0.07% -19,978 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: 352,043 shares; 2024Q4: 368,287 shares; 2025Q1: 384,481 shares; 2025Q2: 444,421 shares; 2025Q3: 459,058 shares 459,058 $55.3M 0.07% +14,637 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,920 shares; 2024Q4: 726,763 shares; 2025Q1: 666,935 shares; 2025Q2: 796,883 shares; 2025Q3: 815,172 shares 815,172 $55.3M 0.07% +18,289 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: 141,341 shares; 2024Q4: 146,179 shares; 2025Q1: 154,574 shares; 2025Q2: 170,680 shares; 2025Q3: 164,069 shares 164,069 $54.5M 0.07% -6,611 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: 512,603 shares; 2024Q4: 516,083 shares; 2025Q1: 530,304 shares; 2025Q2: 539,577 shares; 2025Q3: 422,612 shares 422,612 $54.5M 0.07% -116,965 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: 613,851 shares; 2024Q4: 522,541 shares; 2025Q1: 559,803 shares; 2025Q2: 533,081 shares; 2025Q3: 564,196 shares 564,196 $53.9M 0.07% +31,115 Timeline OMFL 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: 834,888 shares; 2024Q4: 865,906 shares; 2025Q1: 910,476 shares; 2025Q2: 867,759 shares; 2025Q3: 874,962 shares 874,962 $52.7M 0.07% +7,203 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813,455 shares; 2024Q4: 830,588 shares; 2025Q1: 1,063,854 shares; 2025Q2: 1,057,098 shares; 2025Q3: 1,073,953 shares 1,073,953 $52.4M 0.07% +16,855 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,004 shares; 2024Q4: 46,976 shares; 2025Q1: 1,623,116 shares; 2025Q2: 1,652,233 shares; 2025Q3: 1,682,834 shares 1,682,834 $52.2M 0.07% +30,601 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,027 shares; 2024Q4: 908,025 shares; 2025Q1: 839,209 shares; 2025Q2: 756,848 shares; 2025Q3: 769,369 shares 769,369 $51.9M 0.07% +12,521 Timeline IMTB 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: 1,113,439 shares; 2024Q4: 1,148,662 shares; 2025Q1: 1,177,716 shares; 2025Q2: 1,169,507 shares; 2025Q3: 1,172,918 shares 1,172,918 $51.9M 0.07% +3,411 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: 155,454 shares; 2024Q4: 164,486 shares; 2025Q1: 176,205 shares; 2025Q2: 176,102 shares; 2025Q3: 176,241 shares 176,241 $51.7M 0.07% +139 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: 390,362 shares; 2024Q4: 393,467 shares; 2025Q1: 423,403 shares; 2025Q2: 422,222 shares; 2025Q3: 451,168 shares 451,168 $51.7M 0.07% +28,946 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: 179,572 shares; 2024Q4: 205,570 shares; 2025Q1: 455,587 shares; 2025Q2: 662,081 shares; 2025Q3: 672,519 shares 672,519 $51.6M 0.07% +10,438 Timeline IFRA 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: 932,036 shares; 2024Q4: 987,415 shares; 2025Q1: 978,663 shares; 2025Q2: 953,050 shares; 2025Q3: 971,422 shares 971,422 $51.3M 0.07% +18,372 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769,162 shares; 2024Q4: 1,641,794 shares; 2025Q1: 1,710,667 shares; 2025Q2: 1,728,456 shares; 2025Q3: 1,689,257 shares 1,689,257 $51.2M 0.07% -39,199 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: 319,434 shares; 2024Q4: 311,484 shares; 2025Q1: 325,328 shares; 2025Q2: 319,041 shares; 2025Q3: 195,860 shares 195,860 $51.1M 0.07% -123,181 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: 211,876 shares; 2024Q4: 220,722 shares; 2025Q1: 258,949 shares; 2025Q2: 262,074 shares; 2025Q3: 304,580 shares 304,580 $51M 0.07% +42,506 Timeline FFLC 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: 1,060,968 shares; 2024Q4: 1,100,068 shares; 2025Q1: 1,094,090 shares; 2025Q2: 1,002,754 shares; 2025Q3: 976,133 shares 976,133 $50.8M 0.07% -26,621 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,225 shares; 2024Q4: 116,961 shares; 2025Q1: 132,065 shares; 2025Q2: 1,093,642 shares; 2025Q3: 1,175,255 shares 1,175,255 $50.7M 0.07% +81,613 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,138 shares; 2024Q4: 535,294 shares; 2025Q1: 387,070 shares; 2025Q2: 456,395 shares; 2025Q3: 500,806 shares 500,806 $50.4M 0.07% +44,411 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,665 shares; 2024Q4: 881,431 shares; 2025Q1: 849,394 shares; 2025Q2: 826,709 shares; 2025Q3: 876,674 shares 876,674 $50M 0.06% +49,965 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,424 shares; 2024Q4: 1,027,480 shares; 2025Q1: 1,056,117 shares; 2025Q2: 1,079,322 shares; 2025Q3: 1,085,236 shares 1,085,236 $49.7M 0.06% +5,914 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: 379,657 shares; 2024Q4: 386,282 shares; 2025Q1: 137,386 shares; 2025Q2: 152,396 shares; 2025Q3: 139,935 shares 139,935 $49.4M 0.06% -12,461 Timeline SCHZ 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: 960,753 shares; 2024Q4: 2,079,620 shares; 2025Q1: 2,153,283 shares; 2025Q2: 2,105,158 shares; 2025Q3: 2,074,882 shares 2,074,882 $48.7M 0.06% -30,276 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,076 shares; 2024Q4: 318,773 shares; 2025Q1: 324,331 shares; 2025Q2: 329,603 shares; 2025Q3: 330,185 shares 330,185 $48.7M 0.06% +582 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,296 shares; 2024Q4: 1,513,910 shares; 2025Q1: 1,410,136 shares; 2025Q2: 1,407,161 shares; 2025Q3: 1,435,586 shares 1,435,586 $47.9M 0.06% +28,425 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,125 shares; 2024Q4: 134,215 shares; 2025Q1: 154,958 shares; 2025Q2: 153,983 shares; 2025Q3: 162,918 shares 162,918 $47.9M 0.06% +8,935 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: 1,424,889 shares; 2024Q4: 1,476,899 shares; 2025Q1: 481,067 shares; 2025Q2: 461,159 shares; 2025Q3: 458,715 shares 458,715 $47.6M 0.06% -2,444 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,323 shares; 2024Q4: 690,338 shares; 2025Q1: 797,617 shares; 2025Q2: 860,757 shares; 2025Q3: 815,034 shares 815,034 $47.4M 0.06% -45,723 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,307 shares; 2024Q4: 610,327 shares; 2025Q1: 1,222,847 shares; 2025Q2: 1,374,605 shares; 2025Q3: 1,252,891 shares 1,252,891 $47.3M 0.06% -121,714 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: 256,542 shares; 2024Q4: 246,372 shares; 2025Q1: 246,119 shares; 2025Q2: 226,145 shares; 2025Q3: 224,137 shares 224,137 $46.9M 0.06% -2,008 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: 240,366 shares; 2024Q4: 243,525 shares; 2025Q1: 167,915 shares; 2025Q2: 188,715 shares; 2025Q3: 206,600 shares 206,600 $46.6M 0.06% +17,885 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: 108,603 shares; 2024Q4: 110,580 shares; 2025Q1: 116,993 shares; 2025Q2: 136,961 shares; 2025Q3: 163,663 shares 163,663 $46.2M 0.06% +26,702 Timeline SHYG 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: 626,098 shares; 2024Q4: 636,970 shares; 2025Q1: 657,489 shares; 2025Q2: 637,079 shares; 2025Q3: 1,048,574 shares 1,048,574 $45.4M 0.06% +411,495 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: 159,812 shares; 2024Q4: 444,974 shares; 2025Q1: 530,934 shares; 2025Q2: 575,649 shares; 2025Q3: 692,915 shares 692,915 $45M 0.06% +117,266 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,408 shares; 2024Q4: 457,213 shares; 2025Q1: 430,461 shares; 2025Q2: 424,478 shares; 2025Q3: 451,747 shares 451,747 $45M 0.06% +27,269 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: 84,795 shares; 2024Q4: 89,122 shares; 2025Q1: 94,485 shares; 2025Q2: 105,900 shares; 2025Q3: 100,345 shares 100,345 $44.9M 0.06% -5,555 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,146 shares; 2024Q4: 88,969 shares; 2025Q1: 95,918 shares; 2025Q2: 101,889 shares; 2025Q3: 103,715 shares 103,715 $44.2M 0.06% +1,826 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: 218,544 shares; 2024Q4: 219,167 shares; 2025Q1: 43,635 shares; 2025Q2: 63,551 shares; 2025Q3: 161,260 shares 161,260 $43.9M 0.06% +97,709 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: 1,359,073 shares; 2024Q4: 1,528,785 shares; 2025Q1: 1,640,930 shares; 2025Q2: 1,634,325 shares; 2025Q3: 1,707,620 shares 1,707,620 $43.5M 0.06% +73,295 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: 123,494 shares; 2024Q4: 122,417 shares; 2025Q1: 116,561 shares; 2025Q2: 119,123 shares; 2025Q3: 110,251 shares 110,251 $43.2M 0.06% -8,872 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,137 shares; 2024Q4: 1,177,066 shares; 2025Q1: 1,190,630 shares; 2025Q2: 1,296,288 shares; 2025Q3: 1,316,309 shares 1,316,309 $43.2M 0.06% +20,021 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: 309,137 shares; 2024Q4: 323,324 shares; 2025Q1: 322,703 shares; 2025Q2: 344,330 shares; 2025Q3: 340,240 shares 340,240 $42.9M 0.06% -4,090 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: 180,356 shares; 2024Q4: 162,761 shares; 2025Q1: 179,668 shares; 2025Q2: 187,418 shares; 2025Q3: 198,146 shares 198,146 $42.8M 0.06% +10,728 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: 998,203 shares; 2024Q4: 889,930 shares; 2025Q1: 975,227 shares; 2025Q2: 1,016,477 shares; 2025Q3: 1,271,092 shares 1,271,092 $42.6M 0.06% +254,615 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,497 shares; 2024Q4: 450,406 shares; 2025Q1: 410,649 shares; 2025Q2: 403,435 shares; 2025Q3: 371,466 shares 371,466 $42.3M 0.05% -31,969 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,604 shares; 2024Q4: 940,226 shares; 2025Q1: 905,542 shares; 2025Q2: 895,476 shares; 2025Q3: 883,118 shares 883,118 $42.1M 0.05% -12,358 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: 62,051 shares; 2024Q4: 90,747 shares; 2025Q1: 91,103 shares; 2025Q2: 106,002 shares; 2025Q3: 122,963 shares 122,963 $41.9M 0.05% +16,961 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: 272,775 shares; 2024Q4: 267,173 shares; 2025Q1: 280,382 shares; 2025Q2: 283,402 shares; 2025Q3: 295,634 shares 295,634 $41.3M 0.05% +12,232 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: 603,938 shares; 2024Q4: 628,310 shares; 2025Q1: 685,087 shares; 2025Q2: 664,073 shares; 2025Q3: 700,760 shares 700,760 $41.2M 0.05% +36,687 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: 867,736 shares; 2024Q4: 887,028 shares; 2025Q1: 919,416 shares; 2025Q2: 885,795 shares; 2025Q3: 903,776 shares 903,776 $40.8M 0.05% +17,981 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: 341,442 shares; 2024Q4: 259,415 shares; 2025Q1: 388,692 shares; 2025Q2: 393,918 shares; 2025Q3: 403,980 shares 403,980 $40.7M 0.05% +10,062 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: 241,027 shares; 2024Q4: 371,755 shares; 2025Q1: 370,236 shares; 2025Q2: 922,988 shares; 2025Q3: 791,045 shares 791,045 $40.4M 0.05% -131,943 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: 164,736 shares; 2024Q4: 175,766 shares; 2025Q1: 244,642 shares; 2025Q2: 300,755 shares; 2025Q3: 413,214 shares 413,214 $40.3M 0.05% +112,459 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,517 shares; 2024Q4: 752,362 shares; 2025Q1: 755,036 shares; 2025Q2: 833,975 shares; 2025Q3: 904,769 shares 904,769 $40M 0.05% +70,794 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: 1,088,981 shares; 2024Q4: 1,086,848 shares; 2025Q1: 1,162,526 shares; 2025Q2: 1,299,648 shares; 2025Q3: 1,257,037 shares 1,257,037 $39.3M 0.05% -42,611 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: 131,770 shares; 2024Q4: 130,986 shares; 2025Q1: 134,702 shares; 2025Q2: 148,008 shares; 2025Q3: 157,214 shares 157,214 $38.6M 0.05% +9,206 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697,755 shares; 2024Q4: 1,775,845 shares; 2025Q1: 304,490 shares; 2025Q2: 317,413 shares; 2025Q3: 2,397,826 shares 2,397,826 $38.4M 0.05% +2,080,413 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,288 shares; 2024Q4: 370,978 shares; 2025Q1: 437,940 shares; 2025Q2: 507,172 shares; 2025Q3: 552,801 shares 552,801 $37.8M 0.05% +45,629 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,704 shares; 2024Q4: 2,275,470 shares; 2025Q1: 3,706,547 shares; 2025Q2: 3,543,800 shares; 2025Q3: 3,077,766 shares 3,077,766 $37.8M 0.05% -466,034 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: 53,420 shares; 2024Q4: 77,409 shares; 2025Q1: 85,563 shares; 2025Q2: 127,008 shares; 2025Q3: 117,143 shares 117,143 $37.7M 0.05% -9,865 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: 459,078 shares; 2024Q4: 471,391 shares; 2025Q1: 572,280 shares; 2025Q2: 862,260 shares; 2025Q3: 951,243 shares 951,243 $37.7M 0.05% +88,983 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: 405,969 shares; 2024Q4: 415,435 shares; 2025Q1: 464,442 shares; 2025Q2: 479,586 shares; 2025Q3: 512,465 shares 512,465 $37.6M 0.05% +32,879 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,708 shares; 2024Q4: 650,538 shares; 2025Q1: 708,796 shares; 2025Q2: 396,515 shares; 2025Q3: 446,062 shares 446,062 $37.6M 0.05% +49,547 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: 47,056 shares; 2024Q4: 45,331 shares; 2025Q1: 49,642 shares; 2025Q2: 50,918 shares; 2025Q3: 139,836 shares 139,836 $37.4M 0.05% +88,918 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,794 shares; 2024Q4: 811,197 shares; 2025Q1: 854,861 shares; 2025Q2: 849,185 shares; 2025Q3: 869,264 shares 869,264 $37.3M 0.05% +20,079 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: 377,355 shares; 2024Q4: 384,075 shares; 2025Q1: 403,205 shares; 2025Q2: 408,105 shares; 2025Q3: 392,054 shares 392,054 $37.2M 0.05% -16,051 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: 276,537 shares; 2024Q4: 284,325 shares; 2025Q1: 298,632 shares; 2025Q2: 300,762 shares; 2025Q3: 249,986 shares 249,986 $37.2M 0.05% -50,776 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,960 shares; 2024Q4: 128,100 shares; 2025Q1: 543,939 shares; 2025Q2: 574,486 shares; 2025Q3: 549,527 shares 549,527 $37M 0.05% -24,959 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 11,822 shares; 2025Q1: 7,885 shares; 2025Q2: 8,180 shares; 2025Q3: 8,586 shares 8,586 $36.8M 0.05% +406 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,303 shares; 2024Q4: 1,302,817 shares; 2025Q1: 1,344,893 shares; 2025Q2: 931,626 shares; 2025Q3: 638,616 shares 638,616 $36.7M 0.05% -293,010 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,209 shares; 2024Q4: 342,592 shares; 2025Q1: 352,826 shares; 2025Q2: 383,544 shares; 2025Q3: 433,564 shares 433,564 $36.5M 0.05% +50,020 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: 64,234 shares; 2024Q4: 64,826 shares; 2025Q1: 73,277 shares; 2025Q2: 77,409 shares; 2025Q3: 78,425 shares 78,425 $36.4M 0.05% +1,016 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,048 shares; 2024Q4: 435,295 shares; 2025Q1: 458,646 shares; 2025Q2: 473,776 shares; 2025Q3: 486,288 shares 486,288 $36.1M 0.05% +12,512 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,507 shares; 2024Q4: 337,269 shares; 2025Q1: 188,600 shares; 2025Q2: 194,367 shares; 2025Q3: 316,643 shares 316,643 $36.1M 0.05% +122,276 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,641 shares; 2024Q4: 442,375 shares; 2025Q1: 441,668 shares; 2025Q2: 334,251 shares; 2025Q3: 329,796 shares 329,796 $35.8M 0.05% -4,455 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: 88,536 shares; 2024Q4: 88,412 shares; 2025Q1: 94,433 shares; 2025Q2: 105,836 shares; 2025Q3: 108,877 shares 108,877 $35.8M 0.05% +3,041 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: 78,415 shares; 2024Q4: 80,220 shares; 2025Q1: 89,310 shares; 2025Q2: 92,462 shares; 2025Q3: 94,148 shares 94,148 $35.7M 0.05% +1,686 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,079 shares; 2024Q4: 206,653 shares; 2025Q1: 199,156 shares; 2025Q2: 210,608 shares; 2025Q3: 228,913 shares 228,913 $35.3M 0.05% +18,305 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146,026 shares; 2024Q4: 2,106,128 shares; 2025Q1: 2,099,953 shares; 2025Q2: 2,097,202 shares; 2025Q3: 2,062,840 shares 2,062,840 $35.2M 0.05% -34,362 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,407 shares; 2024Q4: 435,329 shares; 2025Q1: 465,825 shares; 2025Q2: 446,715 shares; 2025Q3: 589,727 shares 589,727 $34.9M 0.05% +143,012 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,624 shares; 2024Q4: 142,046 shares; 2025Q1: 406,365 shares; 2025Q2: 541,606 shares; 2025Q3: 755,962 shares 755,962 $34.9M 0.05% +214,356 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: 890,531 shares; 2024Q4: 925,942 shares; 2025Q1: 938,929 shares; 2025Q2: 967,891 shares; 2025Q3: 980,982 shares 980,982 $34.8M 0.05% +13,091 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,208 shares; 2024Q4: 101,978 shares; 2025Q1: 105,735 shares; 2025Q2: 237,967 shares; 2025Q3: 243,437 shares 243,437 $33.9M 0.04% +5,470 Timeline SPMO 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: 36,008 shares; 2024Q4: 51,070 shares; 2025Q1: 56,478 shares; 2025Q2: 190,527 shares; 2025Q3: 279,763 shares 279,763 $33.9M 0.04% +89,236 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: 93,755 shares; 2024Q4: 81,099 shares; 2025Q1: 114,676 shares; 2025Q2: 220,029 shares; 2025Q3: 236,099 shares 236,099 $33.8M 0.04% +16,070 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 923,786 shares; 2025Q1: 606,478 shares; 2025Q2: 409,343 shares; 2025Q3: 414,819 shares 414,819 $33.5M 0.04% +5,476 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,193 shares; 2024Q4: 815,822 shares; 2025Q1: 839,425 shares; 2025Q2: 877,059 shares; 2025Q3: 900,456 shares 900,456 $33.5M 0.04% +23,397 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: 352,091 shares; 2024Q4: 365,069 shares; 2025Q1: 436,589 shares; 2025Q2: 420,646 shares; 2025Q3: 454,101 shares 454,101 $33.3M 0.04% +33,455 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: 490,700 shares; 2024Q4: 522,832 shares; 2025Q1: 549,640 shares; 2025Q2: 911,417 shares; 2025Q3: 654,198 shares 654,198 $33.2M 0.04% -257,219 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: 338,008 shares; 2024Q4: 350,793 shares; 2025Q1: 355,802 shares; 2025Q2: 376,167 shares; 2025Q3: 371,646 shares 371,646 $33.1M 0.04% -4,521 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: 76,934 shares; 2024Q4: 78,387 shares; 2025Q1: 79,721 shares; 2025Q2: 136,435 shares; 2025Q3: 155,381 shares 155,381 $33M 0.04% +18,946 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: 444,213 shares; 2024Q4: 407,277 shares; 2025Q1: 396,577 shares; 2025Q2: 396,208 shares; 2025Q3: 375,852 shares 375,852 $32.8M 0.04% -20,356 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: 172,731 shares; 2024Q4: 187,947 shares; 2025Q1: 183,794 shares; 2025Q2: 183,162 shares; 2025Q3: 166,322 shares 166,322 $32.6M 0.04% -16,840 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: 103,593 shares; 2024Q4: 102,031 shares; 2025Q1: 106,121 shares; 2025Q2: 112,450 shares; 2025Q3: 138,121 shares 138,121 $32.6M 0.04% +25,671 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,920 shares; 2024Q4: 1,290,141 shares; 2025Q1: 1,154,035 shares; 2025Q2: 1,070,644 shares; 2025Q3: 958,572 shares 958,572 $32M 0.04% -112,072 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: 255,391 shares; 2024Q4: 303,823 shares; 2025Q1: 329,991 shares; 2025Q2: 347,792 shares; 2025Q3: 338,456 shares 338,456 $32M 0.04% -9,336 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,590 shares; 2024Q4: 405,624 shares; 2025Q1: 528,572 shares; 2025Q2: 574,739 shares; 2025Q3: 553,300 shares 553,300 $31.8M 0.04% -21,439 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,222 shares; 2024Q4: 338,163 shares; 2025Q1: 364,882 shares; 2025Q2: 375,975 shares; 2025Q3: 402,353 shares 402,353 $31.7M 0.04% +26,378 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,836 shares; 2024Q4: 440,435 shares; 2025Q1: 526,979 shares; 2025Q2: 713,493 shares; 2025Q3: 708,329 shares 708,329 $31.7M 0.04% -5,164 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: 328,031 shares; 2024Q4: 372,983 shares; 2025Q1: 313,613 shares; 2025Q2: 318,654 shares; 2025Q3: 328,919 shares 328,919 $31.5M 0.04% +10,265 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: 1,668,651 shares; 2024Q4: 1,609,501 shares; 2025Q1: 1,684,010 shares; 2025Q2: 1,805,954 shares; 2025Q3: 1,824,007 shares 1,824,007 $31.3M 0.04% +18,053 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,680 shares; 2024Q4: 79,251 shares; 2025Q1: 104,018 shares; 2025Q2: 310,583 shares; 2025Q3: 225,646 shares 225,646 $31.3M 0.04% -84,937 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: 39,101 shares; 2024Q4: 39,319 shares; 2025Q1: 42,575 shares; 2025Q2: 48,984 shares; 2025Q3: 50,909 shares 50,909 $31M 0.04% +1,925 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: 53,680 shares; 2024Q4: 49,020 shares; 2025Q1: 78,193 shares; 2025Q2: 90,144 shares; 2025Q3: 94,900 shares 94,900 $31M 0.04% +4,756 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: 189,857 shares; 2024Q4: 200,243 shares; 2025Q1: 205,318 shares; 2025Q2: 215,448 shares; 2025Q3: 220,817 shares 220,817 $30.9M 0.04% +5,369 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,421 shares; 2024Q4: 80,219 shares; 2025Q1: 88,806 shares; 2025Q2: 85,532 shares; 2025Q3: 89,270 shares 89,270 $30.1M 0.04% +3,738 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: 203,048 shares; 2024Q4: 235,218 shares; 2025Q1: 215,996 shares; 2025Q2: 227,371 shares; 2025Q3: 234,890 shares 234,890 $30.1M 0.04% +7,519 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: 357,245 shares; 2024Q4: 1,005,307 shares; 2025Q1: 1,048,018 shares; 2025Q2: 1,107,390 shares; 2025Q3: 1,144,396 shares 1,144,396 $30.1M 0.04% +37,006 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: 91,743 shares; 2025Q2: 352,465 shares; 2025Q3: 382,696 shares 382,696 $30M 0.04% +30,231 Timeline IMCG 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: 267,119 shares; 2024Q4: 271,571 shares; 2025Q1: 321,641 shares; 2025Q2: 344,483 shares; 2025Q3: 361,754 shares 361,754 $29.9M 0.04% +17,271 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: 105,030 shares; 2024Q4: 105,620 shares; 2025Q1: 136,304 shares; 2025Q2: 154,965 shares; 2025Q3: 144,387 shares 144,387 $29.6M 0.04% -10,578 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,557 shares; 2024Q4: 1,367,785 shares; 2025Q1: 1,468,893 shares; 2025Q2: 1,083,385 shares; 2025Q3: 1,145,915 shares 1,145,915 $29.6M 0.04% +62,530 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,714 shares; 2024Q4: 563,941 shares; 2025Q1: 480,233 shares; 2025Q2: 504,975 shares; 2025Q3: 492,023 shares 492,023 $29.5M 0.04% -12,952 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,655 shares; 2024Q4: 316,901 shares; 2025Q1: 340,989 shares; 2025Q2: 289,128 shares; 2025Q3: 312,155 shares 312,155 $29.3M 0.04% +23,027 Timeline EMLP 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: 805,863 shares; 2024Q4: 769,772 shares; 2025Q1: 740,420 shares; 2025Q2: 755,825 shares; 2025Q3: 761,571 shares 761,571 $29.2M 0.04% +5,746 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: 511,046 shares; 2024Q4: 683,514 shares; 2025Q1: 575,320 shares; 2025Q2: 652,318 shares; 2025Q3: 536,328 shares 536,328 $28.9M 0.04% -115,990 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,037 shares; 2024Q4: 74,578 shares; 2025Q1: 69,443 shares; 2025Q2: 66,024 shares; 2025Q3: 1,181,175 shares 1,181,175 $28.7M 0.04% +1,115,151 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 38,866 shares; 2025Q1: 41,297 shares; 2025Q2: 129,173 shares; 2025Q3: 151,059 shares 151,059 $28.4M 0.04% +21,886 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: 169,178 shares; 2024Q4: 165,595 shares; 2025Q1: 171,986 shares; 2025Q2: 163,070 shares; 2025Q3: 160,016 shares 160,016 $28.3M 0.04% -3,054 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: 49,729 shares; 2024Q4: 52,101 shares; 2025Q1: 59,204 shares; 2025Q2: 60,588 shares; 2025Q3: 59,353 shares 59,353 $28.3M 0.04% -1,235 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,008 shares; 2024Q4: 345,619 shares; 2025Q1: 354,597 shares; 2025Q2: 391,455 shares; 2025Q3: 460,162 shares 460,162 $28.1M 0.04% +68,707 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,088 shares; 2024Q4: 121,383 shares; 2025Q1: 118,367 shares; 2025Q2: 302,608 shares; 2025Q3: 315,480 shares 315,480 $27.6M 0.04% +12,872 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: 10,123 shares; 2024Q4: 10,298 shares; 2025Q1: 11,809 shares; 2025Q2: 204,636 shares; 2025Q3: 253,720 shares 253,720 $27.4M 0.04% +49,084 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: 167,550 shares; 2024Q4: 168,603 shares; 2025Q1: 144,845 shares; 2025Q2: 154,514 shares; 2025Q3: 159,826 shares 159,826 $27.1M 0.03% +5,312 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,559 shares; 2024Q4: 425,686 shares; 2025Q1: 433,072 shares; 2025Q2: 435,069 shares; 2025Q3: 449,444 shares 449,444 $27M 0.03% +14,375 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: 132,827 shares; 2024Q4: 128,988 shares; 2025Q1: 134,039 shares; 2025Q2: 155,715 shares; 2025Q3: 158,047 shares 158,047 $26.9M 0.03% +2,332 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,909 shares; 2024Q4: 539,311 shares; 2025Q1: 586,246 shares; 2025Q2: 583,371 shares; 2025Q3: 581,256 shares 581,256 $26.9M 0.03% -2,115 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,754 shares; 2024Q4: 50,796 shares; 2025Q1: 52,452 shares; 2025Q2: 154,743 shares; 2025Q3: 152,711 shares 152,711 $26.8M 0.03% -2,032 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,528 shares; 2024Q4: 366,707 shares; 2025Q1: 328,447 shares; 2025Q2: 316,471 shares; 2025Q3: 296,889 shares 296,889 $26.6M 0.03% -19,582 Timeline ESGD 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: 256,144 shares; 2024Q4: 251,990 shares; 2025Q1: 261,083 shares; 2025Q2: 271,695 shares; 2025Q3: 285,422 shares 285,422 $26.5M 0.03% +13,727 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,576 shares; 2024Q4: 513,284 shares; 2025Q1: 788,584 shares; 2025Q2: 771,213 shares; 2025Q3: 717,318 shares 717,318 $26.2M 0.03% -53,895 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: 466,863 shares; 2024Q4: 510,301 shares; 2025Q1: 486,926 shares; 2025Q2: 511,242 shares; 2025Q3: 540,648 shares 540,648 $26.1M 0.03% +29,406 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: 79,726 shares; 2024Q4: 106,126 shares; 2025Q1: 84,444 shares; 2025Q2: 82,211 shares; 2025Q3: 108,578 shares 108,578 $26M 0.03% +26,367 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,746 shares; 2024Q4: 833,844 shares; 2025Q1: 871,685 shares; 2025Q2: 900,245 shares; 2025Q3: 100,701 shares 100,701 $26M 0.03% -799,544 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,364 shares; 2024Q4: 8,720 shares; 2025Q1: 191,192 shares; 2025Q2: 192,694 shares; 2025Q3: 196,534 shares 196,534 $25.9M 0.03% +3,840 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: 291,716 shares; 2024Q4: 274,518 shares; 2025Q1: 488,228 shares; 2025Q2: 289,749 shares; 2025Q3: 309,447 shares 309,447 $25.7M 0.03% +19,698 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,597 shares; 2024Q4: 73,706 shares; 2025Q1: 79,273 shares; 2025Q2: 78,717 shares; 2025Q3: 79,291 shares 79,291 $25.6M 0.03% +574 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: 241,116 shares; 2024Q4: 452,785 shares; 2025Q1: 426,672 shares; 2025Q2: 422,105 shares; 2025Q3: 448,594 shares 448,594 $25.6M 0.03% +26,489 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: 73,294 shares; 2024Q4: 94,393 shares; 2025Q1: 70,308 shares; 2025Q2: 97,410 shares; 2025Q3: 99,747 shares 99,747 $25.6M 0.03% +2,337 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: 168,847 shares; 2024Q4: 167,934 shares; 2025Q1: 158,687 shares; 2025Q2: 167,376 shares; 2025Q3: 179,623 shares 179,623 $25.4M 0.03% +12,247 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: 87,331 shares; 2024Q4: 160,562 shares; 2025Q1: 240,661 shares; 2025Q2: 255,375 shares; 2025Q3: 331,050 shares 331,050 $25.3M 0.03% +75,675 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: 39,446 shares; 2024Q4: 43,181 shares; 2025Q1: 464,910 shares; 2025Q2: 604,958 shares; 2025Q3: 765,673 shares 765,673 $25.2M 0.03% +160,715 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: 534,433 shares; 2024Q4: 248,727 shares; 2025Q1: 276,778 shares; 2025Q2: 297,919 shares; 2025Q3: 333,235 shares 333,235 $25.1M 0.03% +35,316 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: 136,143 shares; 2024Q4: 132,359 shares; 2025Q1: 308,291 shares; 2025Q2: 358,151 shares; 2025Q3: 495,171 shares 495,171 $24.8M 0.03% +137,020 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,816 shares; 2024Q4: 402,923 shares; 2025Q1: 429,333 shares; 2025Q2: 457,242 shares; 2025Q3: 514,221 shares 514,221 $24.6M 0.03% +56,979 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: 34,312 shares; 2024Q4: 34,271 shares; 2025Q1: 33,501 shares; 2025Q2: 31,338 shares; 2025Q3: 32,379 shares 32,379 $24.5M 0.03% +1,041 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: 44,543 shares; 2024Q4: 51,118 shares; 2025Q1: 50,672 shares; 2025Q2: 54,804 shares; 2025Q3: 53,545 shares 53,545 $24.5M 0.03% -1,259 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,994 shares; 2024Q4: 332,992 shares; 2025Q1: 323,710 shares; 2025Q2: 320,174 shares; 2025Q3: 341,677 shares 341,677 $24.4M 0.03% +21,503 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: 234,854 shares; 2024Q4: 221,981 shares; 2025Q1: 245,803 shares; 2025Q2: 225,686 shares; 2025Q3: 220,497 shares 220,497 $24.4M 0.03% -5,189 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: 214,697 shares; 2024Q4: 215,254 shares; 2025Q1: 190,799 shares; 2025Q2: 178,427 shares; 2025Q3: 173,643 shares 173,643 $24.2M 0.03% -4,784 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,948 shares; 2024Q4: 285,520 shares; 2025Q1: 345,755 shares; 2025Q2: 330,772 shares; 2025Q3: 330,645 shares 330,645 $24.1M 0.03% -127 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: 113,222 shares; 2024Q4: 112,798 shares; 2025Q1: 127,686 shares; 2025Q2: 122,591 shares; 2025Q3: 122,511 shares 122,511 $24M 0.03% -80 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,373 shares; 2024Q4: 236,438 shares; 2025Q1: 244,984 shares; 2025Q2: 358,332 shares; 2025Q3: 367,902 shares 367,902 $23.9M 0.03% +9,570 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: 44,920 shares; 2024Q4: 50,728 shares; 2025Q1: 74,539 shares; 2025Q2: 88,122 shares; 2025Q3: 81,886 shares 81,886 $23.6M 0.03% -6,236 Timeline ONEY 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: 155,711 shares; 2024Q4: 162,107 shares; 2025Q1: 173,181 shares; 2025Q2: 188,405 shares; 2025Q3: 208,250 shares 208,250 $23.6M 0.03% +19,845 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: 167,671 shares; 2024Q4: 193,593 shares; 2025Q1: 203,166 shares; 2025Q2: 198,027 shares; 2025Q3: 213,983 shares 213,983 $23.3M 0.03% +15,956 Timeline SUSA 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: 155,008 shares; 2024Q4: 162,083 shares; 2025Q1: 165,392 shares; 2025Q2: 173,532 shares; 2025Q3: 170,290 shares 170,290 $23.1M 0.03% -3,242 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: 28,901 shares; 2024Q4: 27,217 shares; 2025Q1: 28,741 shares; 2025Q2: 45,369 shares; 2025Q3: 46,121 shares 46,121 $23M 0.03% +752 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: 589,306 shares; 2024Q4: 273,713 shares; 2025Q1: 293,611 shares; 2025Q2: 240,216 shares; 2025Q3: 256,797 shares 256,797 $22.9M 0.03% +16,581 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: 760,541 shares; 2024Q4: 834,872 shares; 2025Q1: 946,593 shares; 2025Q2: 922,020 shares; 2025Q3: 901,792 shares 901,792 $22.7M 0.03% -20,228 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: 194,953 shares; 2024Q4: 224,325 shares; 2025Q1: 220,715 shares; 2025Q2: 271,990 shares; 2025Q3: 318,086 shares 318,086 $22.7M 0.03% +46,096 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,621 shares; 2024Q4: 432,961 shares; 2025Q1: 436,288 shares; 2025Q2: 451,400 shares; 2025Q3: 495,224 shares 495,224 $22.6M 0.03% +43,824 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: 476,000 shares; 2024Q4: 549,518 shares; 2025Q1: 532,979 shares; 2025Q2: 494,130 shares; 2025Q3: 484,440 shares 484,440 $22.4M 0.03% -9,690 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: 241,511 shares; 2024Q4: 252,242 shares; 2025Q1: 273,009 shares; 2025Q2: 260,984 shares; 2025Q3: 152,474 shares 152,474 $22.3M 0.03% -108,510 Timeline RWL 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: 181,016 shares; 2024Q4: 190,439 shares; 2025Q1: 192,728 shares; 2025Q2: 197,988 shares; 2025Q3: 200,579 shares 200,579 $22.2M 0.03% +2,591 Timeline DTH 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: 191,675 shares; 2024Q4: 284,900 shares; 2025Q1: 231,434 shares; 2025Q2: 341,038 shares; 2025Q3: 449,513 shares 449,513 $22.1M 0.03% +108,475 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: 30,723 shares; 2024Q4: 26,673 shares; 2025Q1: 23,710 shares; 2025Q2: 74,648 shares; 2025Q3: 74,846 shares 74,846 $22M 0.03% +198 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: 169,900 shares; 2024Q4: 169,222 shares; 2025Q1: 171,719 shares; 2025Q2: 170,061 shares; 2025Q3: 168,714 shares 168,714 $21.9M 0.03% -1,347 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,960 shares; 2024Q4: 300,372 shares; 2025Q1: 307,244 shares; 2025Q2: 314,035 shares; 2025Q3: 311,241 shares 311,241 $21.7M 0.03% -2,794 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,514 shares; 2024Q4: 387,835 shares; 2025Q1: 359,653 shares; 2025Q2: 375,776 shares; 2025Q3: 364,376 shares 364,376 $21.6M 0.03% -11,400 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: 148,605 shares; 2024Q4: 158,382 shares; 2025Q1: 161,903 shares; 2025Q2: 177,723 shares; 2025Q3: 192,711 shares 192,711 $21.5M 0.03% +14,988 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,853 shares; 2024Q4: 444,065 shares; 2025Q1: 458,595 shares; 2025Q2: 480,517 shares; 2025Q3: 457,801 shares 457,801 $21.2M 0.03% -22,716 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,178 shares; 2024Q4: 166,291 shares; 2025Q1: 23,161 shares; 2025Q2: 30,440 shares; 2025Q3: 148,389 shares 148,389 $21.1M 0.03% +117,949 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 9,943 shares; 2025Q1: 10,043 shares; 2025Q2: 31,608 shares; 2025Q3: 33,435 shares 33,435 $21.1M 0.03% +1,827 Timeline SLYG 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: 196,970 shares; 2024Q4: 185,088 shares; 2025Q1: 173,233 shares; 2025Q2: 206,710 shares; 2025Q3: 223,028 shares 223,028 $21M 0.03% +16,318 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: 8,363 shares; 2024Q4: 8,363 shares; 2025Q1: 17,570 shares; 2025Q2: 353,039 shares; 2025Q3: 372,304 shares 372,304 $21M 0.03% +19,265 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: 67,680 shares; 2024Q4: 66,212 shares; 2025Q1: 69,572 shares; 2025Q2: 73,793 shares; 2025Q3: 76,503 shares 76,503 $21M 0.03% +2,710 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,497 shares; 2024Q4: 112,347 shares; 2025Q1: 227,501 shares; 2025Q2: 216,765 shares; 2025Q3: 278,840 shares 278,840 $20.9M 0.03% +62,075 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,029 shares; 2024Q4: 504,198 shares; 2025Q1: 431,180 shares; 2025Q2: 381,365 shares; 2025Q3: 279,503 shares 279,503 $20.9M 0.03% -101,862 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: 48,977 shares; 2024Q4: 58,442 shares; 2025Q1: 62,372 shares; 2025Q2: 67,618 shares; 2025Q3: 74,756 shares 74,756 $20.9M 0.03% +7,138 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: 117,656 shares; 2024Q4: 120,842 shares; 2025Q1: 107,109 shares; 2025Q2: 116,799 shares; 2025Q3: 158,520 shares 158,520 $20.8M 0.03% +41,721 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: 268,695 shares; 2024Q4: 271,670 shares; 2025Q1: 202,949 shares; 2025Q2: 242,378 shares; 2025Q3: 256,457 shares 256,457 $20.7M 0.03% +14,079 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,373 shares; 2024Q4: 496,494 shares; 2025Q1: 494,395 shares; 2025Q2: 493,567 shares; 2025Q3: 484,706 shares 484,706 $20.4M 0.03% -8,861 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,138 shares; 2024Q4: 320,787 shares; 2025Q1: 321,174 shares; 2025Q2: 320,308 shares; 2025Q3: 315,201 shares 315,201 $20.4M 0.03% -5,107 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,631 shares; 2024Q4: 312,376 shares; 2025Q1: 315,092 shares; 2025Q2: 315,355 shares; 2025Q3: 303,264 shares 303,264 $20.4M 0.03% -12,091 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: 61,376 shares; 2024Q4: 65,553 shares; 2025Q1: 64,259 shares; 2025Q2: 62,752 shares; 2025Q3: 63,727 shares 63,727 $20.4M 0.03% +975 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,773 shares; 2024Q4: 51,870 shares; 2025Q1: 98,992 shares; 2025Q2: 114,392 shares; 2025Q3: 134,225 shares 134,225 $20.2M 0.03% +19,833 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,660 shares; 2024Q4: 73,550 shares; 2025Q1: 73,384 shares; 2025Q2: 74,914 shares; 2025Q3: 73,389 shares 73,389 $20.1M 0.03% -1,525 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,052 shares; 2024Q4: 154,391 shares; 2025Q1: 163,272 shares; 2025Q2: 184,037 shares; 2025Q3: 181,014 shares 181,014 $19.9M 0.03% -3,023 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,038 shares; 2024Q4: 165,283 shares; 2025Q1: 196,473 shares; 2025Q2: 224,113 shares; 2025Q3: 198,492 shares 198,492 $19.9M 0.03% -25,621 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,667 shares; 2024Q4: 15,739 shares; 2025Q1: 18,292 shares; 2025Q2: 16,322 shares; 2025Q3: 14,978 shares 14,978 $19.7M 0.03% -1,344 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,472 shares; 2024Q4: 167,139 shares; 2025Q1: 160,629 shares; 2025Q2: 177,060 shares; 2025Q3: 210,476 shares 210,476 $19.7M 0.03% +33,416 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,466 shares; 2024Q4: 399,647 shares; 2025Q1: 392,416 shares; 2025Q2: 392,869 shares; 2025Q3: 398,405 shares 398,405 $19.7M 0.03% +5,536 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,071 shares; 2024Q4: 192,781 shares; 2025Q1: 205,064 shares; 2025Q2: 207,892 shares; 2025Q3: 206,738 shares 206,738 $19.7M 0.03% -1,154 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: 74,633 shares; 2024Q4: 73,845 shares; 2025Q1: 75,825 shares; 2025Q2: 76,997 shares; 2025Q3: 75,678 shares 75,678 $19.6M 0.03% -1,319 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,502 shares; 2024Q4: 1,179,037 shares; 2025Q1: 1,283,188 shares; 2025Q2: 1,424,237 shares; 2025Q3: 1,533,618 shares 1,533,618 $19.6M 0.03% +109,381 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,737 shares; 2024Q4: 332,700 shares; 2025Q1: 324,393 shares; 2025Q2: 349,442 shares; 2025Q3: 607,756 shares 607,756 $19.5M 0.03% +258,314 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: 122,570 shares; 2024Q4: 164,419 shares; 2025Q1: 160,016 shares; 2025Q2: 169,238 shares; 2025Q3: 164,114 shares 164,114 $19.4M 0.03% -5,124 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: 79,618 shares; 2024Q4: 80,889 shares; 2025Q1: 85,673 shares; 2025Q2: 93,970 shares; 2025Q3: 108,295 shares 108,295 $19.3M 0.02% +14,325 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: 346,679 shares; 2024Q4: 363,313 shares; 2025Q1: 371,261 shares; 2025Q2: 378,667 shares; 2025Q3: 344,729 shares 344,729 $19.1M 0.02% -33,938 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: 250,024 shares; 2024Q4: 239,485 shares; 2025Q1: 230,175 shares; 2025Q2: 213,770 shares; 2025Q3: 213,902 shares 213,902 $19.1M 0.02% +132 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: 61,481 shares; 2024Q4: 66,371 shares; 2025Q1: 67,048 shares; 2025Q2: 79,315 shares; 2025Q3: 89,008 shares 89,008 $19.1M 0.02% +9,693 Timeline SPTL 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: 796,246 shares; 2024Q4: 660,229 shares; 2025Q1: 656,840 shares; 2025Q2: 740,805 shares; 2025Q3: 708,076 shares 708,076 $19.1M 0.02% -32,729 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: 36,432 shares; 2024Q4: 48,549 shares; 2025Q1: 195,573 shares; 2025Q2: 263,488 shares; 2025Q3: 342,485 shares 342,485 $19.1M 0.02% +78,997 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,521 shares; 2024Q4: 350,324 shares; 2025Q1: 394,786 shares; 2025Q2: 399,159 shares; 2025Q3: 425,837 shares 425,837 $18.9M 0.02% +26,678 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,981 shares; 2024Q4: 68,091 shares; 2025Q1: 68,773 shares; 2025Q2: 65,711 shares; 2025Q3: 62,953 shares 62,953 $18.9M 0.02% -2,758 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: 103,396 shares; 2024Q4: 106,001 shares; 2025Q1: 110,593 shares; 2025Q2: 118,573 shares; 2025Q3: 111,666 shares 111,666 $18.8M 0.02% -6,907 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,736 shares; 2024Q4: 80,340 shares; 2025Q1: 81,238 shares; 2025Q2: 84,073 shares; 2025Q3: 81,970 shares 81,970 $18.8M 0.02% -2,103 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,771 shares; 2024Q4: 60,407 shares; 2025Q1: 60,052 shares; 2025Q2: 64,042 shares; 2025Q3: 60,717 shares 60,717 $18.8M 0.02% -3,325 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,121 shares; 2024Q4: 58,654 shares; 2025Q1: 56,298 shares; 2025Q2: 56,291 shares; 2025Q3: 53,634 shares 53,634 $18.7M 0.02% -2,657 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,845 shares; 2024Q4: 275,881 shares; 2025Q1: 319,527 shares; 2025Q2: 315,923 shares; 2025Q3: 308,892 shares 308,892 $18.7M 0.02% -7,031 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: 271,442 shares; 2024Q4: 284,977 shares; 2025Q1: 272,983 shares; 2025Q2: 276,478 shares; 2025Q3: 278,231 shares 278,231 $18.7M 0.02% +1,753 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,075 shares; 2024Q4: 84,451 shares; 2025Q1: 53,532 shares; 2025Q2: 57,201 shares; 2025Q3: 57,268 shares 57,268 $18.5M 0.02% +67 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,977 shares; 2024Q4: 147,524 shares; 2025Q1: 158,261 shares; 2025Q2: 163,591 shares; 2025Q3: 161,542 shares 161,542 $18.5M 0.02% -2,049 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,138 shares; 2024Q4: 686,781 shares; 2025Q1: 722,727 shares; 2025Q2: 741,908 shares; 2025Q3: 663,479 shares 663,479 $18.4M 0.02% -78,429 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,051 shares; 2024Q4: 452,269 shares; 2025Q1: 454,468 shares; 2025Q2: 447,332 shares; 2025Q3: 236,228 shares 236,228 $18.4M 0.02% -211,104 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,766 shares; 2024Q4: 197,131 shares; 2025Q1: 185,770 shares; 2025Q2: 188,923 shares; 2025Q3: 188,715 shares 188,715 $18.3M 0.02% -208 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: 202,397 shares; 2024Q4: 190,513 shares; 2025Q1: 202,739 shares; 2025Q2: 321,129 shares; 2025Q3: 298,074 shares 298,074 $18.1M 0.02% -23,055 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,148 shares; 2024Q4: 186,359 shares; 2025Q1: 208,190 shares; 2025Q2: 150,536 shares; 2025Q3: 340,277 shares 340,277 $18.1M 0.02% +189,741 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,751 shares; 2024Q4: 385,468 shares; 2025Q1: 304,386 shares; 2025Q2: 248,340 shares; 2025Q3: 209,592 shares 209,592 $18.1M 0.02% -38,748 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: 11,728 shares; 2024Q4: 11,588 shares; 2025Q1: 12,641 shares; 2025Q2: 21,815 shares; 2025Q3: 31,940 shares 31,940 $18M 0.02% +10,125 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: 93,765 shares; 2024Q4: 86,718 shares; 2025Q1: 100,335 shares; 2025Q2: 883,796 shares; 2025Q3: 160,432 shares 160,432 $17.7M 0.02% -723,364 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: 30,562 shares; 2024Q4: 30,689 shares; 2025Q1: 34,288 shares; 2025Q2: 35,192 shares; 2025Q3: 36,054 shares 36,054 $17.7M 0.02% +862 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,686 shares; 2024Q4: 146,458 shares; 2025Q1: 139,249 shares; 2025Q2: 138,682 shares; 2025Q3: 140,580 shares 140,580 $17.7M 0.02% +1,898 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: 135,373 shares; 2024Q4: 140,899 shares; 2025Q1: 168,222 shares; 2025Q2: 153,926 shares; 2025Q3: 153,689 shares 153,689 $17.7M 0.02% -237 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: 64,204 shares; 2024Q4: 62,538 shares; 2025Q1: 56,296 shares; 2025Q2: 60,916 shares; 2025Q3: 65,058 shares 65,058 $17.6M 0.02% +4,142 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: 104,013 shares; 2024Q4: 105,522 shares; 2025Q1: 111,871 shares; 2025Q2: 118,034 shares; 2025Q3: 81,419 shares 81,419 $17.5M 0.02% -36,615 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: 410,475 shares; 2024Q4: 259,662 shares; 2025Q1: 272,480 shares; 2025Q2: 277,215 shares; 2025Q3: 262,427 shares 262,427 $17.1M 0.02% -14,788 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,348 shares; 2024Q4: 206,103 shares; 2025Q1: 215,018 shares; 2025Q2: 352,246 shares; 2025Q3: 370,918 shares 370,918 $17.1M 0.02% +18,672 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,808 shares; 2024Q4: 111,571 shares; 2025Q1: 109,987 shares; 2025Q2: 162,686 shares; 2025Q3: 152,018 shares 152,018 $17M 0.02% -10,668 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985,003 shares; 2024Q4: 968,921 shares; 2025Q1: 974,063 shares; 2025Q2: 980,143 shares; 2025Q3: 998,928 shares 998,928 $17M 0.02% +18,785 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,158 shares; 2024Q4: 302,684 shares; 2025Q1: 382,568 shares; 2025Q2: 392,569 shares; 2025Q3: 336,092 shares 336,092 $17M 0.02% -56,477 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,728 shares; 2024Q4: 290,550 shares; 2025Q1: 352,489 shares; 2025Q2: 433,888 shares; 2025Q3: 485,169 shares 485,169 $17M 0.02% +51,281 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: 277,707 shares; 2024Q4: 277,084 shares; 2025Q1: 272,178 shares; 2025Q2: 274,585 shares; 2025Q3: 212,463 shares 212,463 $17M 0.02% -62,122 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: 164,984 shares; 2024Q4: 177,299 shares; 2025Q1: 278,442 shares; 2025Q2: 305,646 shares; 2025Q3: 296,302 shares 296,302 $16.9M 0.02% -9,344 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: 137,950 shares; 2024Q4: 138,209 shares; 2025Q1: 165,526 shares; 2025Q2: 188,192 shares; 2025Q3: 189,165 shares 189,165 $16.9M 0.02% +973 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,059 shares; 2024Q4: 307,058 shares; 2025Q1: 329,296 shares; 2025Q2: 381,841 shares; 2025Q3: 401,287 shares 401,287 $16.8M 0.02% +19,446 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,608 shares; 2024Q4: 133,583 shares; 2025Q1: 130,966 shares; 2025Q2: 137,693 shares; 2025Q3: 137,554 shares 137,554 $16.7M 0.02% -139 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,888 shares; 2024Q4: 149,525 shares; 2025Q1: 148,950 shares; 2025Q2: 167,484 shares; 2025Q3: 134,496 shares 134,496 $16.7M 0.02% -32,988 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,640 shares; 2024Q4: 48,254 shares; 2025Q1: 52,314 shares; 2025Q2: 58,211 shares; 2025Q3: 67,286 shares 67,286 $16.6M 0.02% +9,075 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: 152,829 shares; 2024Q4: 145,419 shares; 2025Q1: 141,230 shares; 2025Q2: 128,549 shares; 2025Q3: 127,049 shares 127,049 $16.6M 0.02% -1,500 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,383 shares; 2024Q4: 16,362 shares; 2025Q1: 17,855 shares; 2025Q2: 21,764 shares; 2025Q3: 23,564 shares 23,564 $16.4M 0.02% +1,800 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,642 shares; 2024Q4: 105,581 shares; 2025Q1: 156,566 shares; 2025Q2: 163,578 shares; 2025Q3: 162,700 shares 162,700 $16.4M 0.02% -878 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: 34,049 shares; 2024Q4: 33,220 shares; 2025Q1: 33,977 shares; 2025Q2: 32,677 shares; 2025Q3: 41,054 shares 41,054 $16.3M 0.02% +8,377 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: 170,193 shares; 2024Q4: 182,936 shares; 2025Q1: 178,555 shares; 2025Q2: 180,565 shares; 2025Q3: 162,823 shares 162,823 $16.1M 0.02% -17,742 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: 116,891 shares; 2024Q4: 120,789 shares; 2025Q1: 127,990 shares; 2025Q2: 128,533 shares; 2025Q3: 144,031 shares 144,031 $16M 0.02% +15,498 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,713 shares; 2024Q4: 437,225 shares; 2025Q1: 451,771 shares; 2025Q2: 446,152 shares; 2025Q3: 449,863 shares 449,863 $16M 0.02% +3,711 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,622 shares; 2024Q4: 83,209 shares; 2025Q1: 89,315 shares; 2025Q2: 99,484 shares; 2025Q3: 112,659 shares 112,659 $16M 0.02% +13,175 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,110 shares; 2024Q4: 50,475 shares; 2025Q1: 128,554 shares; 2025Q2: 178,144 shares; 2025Q3: 200,142 shares 200,142 $16M 0.02% +21,998 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,965 shares; 2024Q4: 716,009 shares; 2025Q1: 305,201 shares; 2025Q2: 328,918 shares; 2025Q3: 196,800 shares 196,800 $16M 0.02% -132,118 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,556 shares; 2024Q4: 54,633 shares; 2025Q1: 270,036 shares; 2025Q2: 378,054 shares; 2025Q3: 524,715 shares 524,715 $15.9M 0.02% +146,661 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: 257,419 shares; 2024Q4: 311,412 shares; 2025Q1: 281,763 shares; 2025Q2: 291,576 shares; 2025Q3: 294,816 shares 294,816 $15.9M 0.02% +3,240 Timeline FLOT 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: 326,799 shares; 2024Q4: 355,502 shares; 2025Q1: 344,491 shares; 2025Q2: 303,840 shares; 2025Q3: 309,246 shares 309,246 $15.8M 0.02% +5,406 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,088 shares; 2024Q4: 184,678 shares; 2025Q1: 189,026 shares; 2025Q2: 192,755 shares; 2025Q3: 188,785 shares 188,785 $15.8M 0.02% -3,970 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: 35,731 shares; 2024Q4: 34,153 shares; 2025Q1: 60,217 shares; 2025Q2: 58,539 shares; 2025Q3: 63,959 shares 63,959 $15.7M 0.02% +5,420 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: 182,387 shares; 2024Q4: 207,710 shares; 2025Q1: 212,407 shares; 2025Q2: 240,789 shares; 2025Q3: 186,495 shares 186,495 $15.7M 0.02% -54,294 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,443 shares; 2024Q4: 56,412 shares; 2025Q1: 56,845 shares; 2025Q2: 57,974 shares; 2025Q3: 49,965 shares 49,965 $15.6M 0.02% -8,009 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: 429,868 shares; 2024Q4: 484,982 shares; 2025Q1: 478,158 shares; 2025Q2: 190,379 shares; 2025Q3: 172,602 shares 172,602 $15.5M 0.02% -17,777 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: 140,252 shares; 2024Q4: 156,027 shares; 2025Q1: 165,888 shares; 2025Q2: 169,276 shares; 2025Q3: 171,119 shares 171,119 $15.4M 0.02% +1,843 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,374 shares; 2024Q4: 984,653 shares; 2025Q1: 930,666 shares; 2025Q2: 781,664 shares; 2025Q3: 832,528 shares 832,528 $15.2M 0.02% +50,864 Timeline MDYG 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: 158,497 shares; 2024Q4: 167,224 shares; 2025Q1: 164,969 shares; 2025Q2: 152,228 shares; 2025Q3: 165,137 shares 165,137 $15.1M 0.02% +12,909 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,539 shares; 2024Q4: 421,893 shares; 2025Q1: 423,941 shares; 2025Q2: 838,810 shares; 2025Q3: 589,506 shares 589,506 $15.1M 0.02% -249,304 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,208 shares; 2024Q4: 255,303 shares; 2025Q1: 256,210 shares; 2025Q2: 282,721 shares; 2025Q3: 298,948 shares 298,948 $15.1M 0.02% +16,227 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,645 shares; 2024Q4: 33,099 shares; 2025Q1: 33,761 shares; 2025Q2: 34,762 shares; 2025Q3: 68,418 shares 68,418 $15M 0.02% +33,656 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: 46,577 shares; 2024Q4: 46,409 shares; 2025Q1: 45,230 shares; 2025Q2: 45,821 shares; 2025Q3: 48,820 shares 48,820 $14.9M 0.02% +2,999 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: 67,876 shares; 2024Q4: 60,780 shares; 2025Q1: 61,808 shares; 2025Q2: 58,486 shares; 2025Q3: 64,462 shares 64,462 $14.8M 0.02% +5,976 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: 44,053 shares; 2024Q4: 45,619 shares; 2025Q1: 45,045 shares; 2025Q2: 40,706 shares; 2025Q3: 41,520 shares 41,520 $14.8M 0.02% +814 Timeline SPIB 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: 279,770 shares; 2024Q4: 316,400 shares; 2025Q1: 394,241 shares; 2025Q2: 415,276 shares; 2025Q3: 436,062 shares 436,062 $14.8M 0.02% +20,786 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,602 shares; 2025Q2: 363,427 shares; 2025Q3: 389,560 shares 389,560 $14.7M 0.02% +26,133 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: 334,411 shares; 2024Q4: 335,836 shares; 2025Q1: 346,278 shares; 2025Q2: 339,287 shares; 2025Q3: 330,618 shares 330,618 $14.7M 0.02% -8,669 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: 451,198 shares; 2024Q4: 294,905 shares; 2025Q1: 509,286 shares; 2025Q2: 288,183 shares; 2025Q3: 292,986 shares 292,986 $14.7M 0.02% +4,803 Timeline