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: 22,529,202 shares; 2024Q4: 23,411,435 shares; 2025Q1: 26,159,713 shares; 2025Q2: 28,284,420 shares; 2025Q3: 33,227,135 shares 33,227,135 $3.33B 5.56% +4,942,715 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: 4,162,186 shares; 2024Q4: 3,981,647 shares; 2025Q1: 4,284,070 shares; 2025Q2: 4,636,511 shares; 2025Q3: 4,916,729 shares 4,916,729 $3.01B 5.03% +280,218 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: 29,140,104 shares; 2024Q4: 28,879,736 shares; 2025Q1: 31,632,611 shares; 2025Q2: 34,076,932 shares; 2025Q3: 37,853,211 shares 37,853,211 $2.99B 4.99% +3,776,279 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: 50,097,401 shares; 2024Q4: 46,498,436 shares; 2025Q1: 53,776,312 shares; 2025Q2: 56,562,304 shares; 2025Q3: 61,231,926 shares 61,231,926 $2.36B 3.94% +4,669,622 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: 21,601,179 shares; 2024Q4: 24,925,827 shares; 2025Q1: 28,419,354 shares; 2025Q2: 28,615,408 shares; 2025Q3: 33,413,896 shares 33,413,896 $2B 3.34% +4,798,488 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: 7,916,816 shares; 2024Q4: 6,910,350 shares; 2025Q1: 7,423,029 shares; 2025Q2: 7,583,456 shares; 2025Q3: 7,595,040 shares 7,595,040 $1.95B 3.25% +11,584 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: 35,285,610 shares; 2024Q4: 31,489,188 shares; 2025Q1: 34,232,617 shares; 2025Q2: 36,099,868 shares; 2025Q3: 38,135,706 shares 38,135,706 $1.7B 2.84% +2,035,838 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: 37,824,829 shares; 2024Q4: 35,688,280 shares; 2025Q1: 38,061,156 shares; 2025Q2: 40,120,427 shares; 2025Q3: 42,604,612 shares 42,604,612 $1.61B 2.69% +2,484,185 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: 21,594,916 shares; 2024Q4: 21,473,185 shares; 2025Q1: 24,470,734 shares; 2025Q2: 26,149,010 shares; 2025Q3: 31,188,956 shares 31,188,956 $1.54B 2.57% +5,039,946 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,989,719 shares; 2025Q1: 5,063,620 shares; 2025Q2: not reported; 2025Q3: 6,050,013 shares 6,050,013 $1.53B 2.55% new 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: 25,735,428 shares; 2024Q4: 27,409,561 shares; 2025Q1: 30,896,623 shares; 2025Q2: 31,737,070 shares; 2025Q3: 34,897,862 shares 34,897,862 $1.14B 1.91% +3,160,792 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: 19,487,399 shares; 2024Q4: 18,047,797 shares; 2025Q1: 19,891,735 shares; 2025Q2: 20,627,637 shares; 2025Q3: 21,723,174 shares 21,723,174 $1.04B 1.74% +1,095,537 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: 5,076,232 shares; 2024Q4: 5,072,856 shares; 2025Q1: 5,409,314 shares; 2025Q2: not reported; 2025Q3: 5,856,339 shares 5,856,339 $1.04B 1.73% new 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: 19,389,865 shares; 2024Q4: 17,791,542 shares; 2025Q1: 19,100,299 shares; 2025Q2: 19,920,696 shares; 2025Q3: 20,947,294 shares 20,947,294 $966M 1.61% +1,026,598 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185,433 shares; 2024Q4: 1,399,063 shares; 2025Q1: 1,426,336 shares; 2025Q2: 1,506,845 shares; 2025Q3: 1,791,013 shares 1,791,013 $924M 1.54% +284,168 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: 22,146,739 shares; 2024Q4: 22,293,587 shares; 2025Q1: 24,353,247 shares; 2025Q2: 25,780,617 shares; 2025Q3: 28,414,757 shares 28,414,757 $864M 1.44% +2,634,140 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: 6,312,380 shares; 2024Q4: 6,251,064 shares; 2025Q1: 6,571,424 shares; 2025Q2: 6,898,621 shares; 2025Q3: 7,766,129 shares 7,766,129 $829M 1.38% +867,508 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: 9,367,571 shares; 2024Q4: 10,492,831 shares; 2025Q1: 11,755,709 shares; 2025Q2: 12,800,927 shares; 2025Q3: 15,303,927 shares 15,303,927 $829M 1.38% +2,503,000 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: 2,397,255 shares; 2024Q4: 2,371,556 shares; 2025Q1: 2,634,913 shares; 2025Q2: 2,822,057 shares; 2025Q3: 3,194,576 shares 3,194,576 $812M 1.36% +372,519 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,484,250 shares; 2025Q1: 12,627,209 shares; 2025Q2: 13,738,987 shares; 2025Q3: 14,080,549 shares 14,080,549 $807M 1.35% +341,562 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: 6,442,036 shares; 2024Q4: 6,435,481 shares; 2025Q1: 6,801,267 shares; 2025Q2: 6,250,171 shares; 2025Q3: 7,511,562 shares 7,511,562 $800M 1.34% +1,261,391 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: not reported; 2024Q4: 8,028,007 shares; 2025Q1: 8,891,846 shares; 2025Q2: 8,904,662 shares; 2025Q3: 9,209,393 shares 9,209,393 $692M 1.15% +304,731 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: 373,013 shares; 2024Q4: 1,180,761 shares; 2025Q1: 1,384,395 shares; 2025Q2: not reported; 2025Q3: 1,997,096 shares 1,997,096 $655M 1.09% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959,205 shares; 2024Q4: 5,874,264 shares; 2025Q1: 6,311,011 shares; 2025Q2: 6,404,360 shares; 2025Q3: 9,591,400 shares 9,591,400 $480M 0.8% +3,187,040 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: 627,404 shares; 2024Q4: 597,817 shares; 2025Q1: 631,455 shares; 2025Q2: 682,371 shares; 2025Q3: 661,365 shares 661,365 $443M 0.74% -21,006 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: not reported; 2024Q4: 1,539,753 shares; 2025Q1: 1,634,888 shares; 2025Q2: 1,588,375 shares; 2025Q3: 1,854,819 shares 1,854,819 $407M 0.68% +266,444 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: 2,333,332 shares; 2024Q4: 2,187,615 shares; 2025Q1: 2,329,714 shares; 2025Q2: 2,488,249 shares; 2025Q3: 2,646,199 shares 2,646,199 $373M 0.62% +157,950 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: 503,179 shares; 2024Q4: 1,502,263 shares; 2025Q1: 1,511,273 shares; 2025Q2: 2,764,454 shares; 2025Q3: 4,220,173 shares 4,220,173 $368M 0.61% +1,455,719 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: 952,004 shares; 2024Q4: 834,525 shares; 2025Q1: 778,565 shares; 2025Q2: not reported; 2025Q3: 1,016,048 shares 1,016,048 $333M 0.56% new 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: 1,512,998 shares; 2024Q4: 455,161 shares; 2025Q1: 457,130 shares; 2025Q2: not reported; 2025Q3: 489,536 shares 489,536 $321M 0.54% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,910 shares; 2024Q4: 352,294 shares; 2025Q1: 366,518 shares; 2025Q2: not reported; 2025Q3: 430,434 shares 430,434 $314M 0.52% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,926 shares; 2024Q4: 957,789 shares; 2025Q1: 979,248 shares; 2025Q2: 1,016,013 shares; 2025Q3: 1,228,481 shares 1,228,481 $299M 0.5% +212,468 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: 785,820 shares; 2024Q4: 774,884 shares; 2025Q1: 1,010,730 shares; 2025Q2: 783,548 shares; 2025Q3: 789,576 shares 789,576 $289M 0.48% +6,028 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: 1,155,125 shares; 2024Q4: 1,101,174 shares; 2025Q1: 1,041,719 shares; 2025Q2: not reported; 2025Q3: 1,130,681 shares 1,130,681 $273M 0.46% new 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: 13,916,846 shares; 2024Q4: 11,897,313 shares; 2025Q1: 11,714,878 shares; 2025Q2: 11,439,747 shares; 2025Q3: 10,349,931 shares 10,349,931 $273M 0.46% -1,089,816 Timeline DFCA 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: 4,457,473 shares; 2024Q4: 3,837,026 shares; 2025Q1: 4,201,497 shares; 2025Q2: 4,478,533 shares; 2025Q3: 5,228,419 shares 5,228,419 $261M 0.43% +749,886 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: not reported; 2024Q4: 416,322 shares; 2025Q1: 412,598 shares; 2025Q2: 454,648 shares; 2025Q3: 497,960 shares 497,960 $250M 0.42% +43,312 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: 706,851 shares; 2024Q4: 563,544 shares; 2025Q1: 575,474 shares; 2025Q2: 587,767 shares; 2025Q3: 699,543 shares 699,543 $221M 0.37% +111,776 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,309 shares; 2024Q4: 1,341,256 shares; 2025Q1: 1,289,584 shares; 2025Q2: 1,255,753 shares; 2025Q3: 1,129,698 shares 1,129,698 $220M 0.37% -126,055 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: 11,089,777 shares; 2024Q4: 10,254,241 shares; 2025Q1: 10,069,548 shares; 2025Q2: 9,612,699 shares; 2025Q3: 9,169,702 shares 9,169,702 $213M 0.36% -442,997 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: 312,522 shares; 2024Q4: 341,500 shares; 2025Q1: 316,426 shares; 2025Q2: 391,172 shares; 2025Q3: 474,434 shares 474,434 $211M 0.35% +83,262 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: 169,684 shares; 2024Q4: 34,767 shares; 2025Q1: 33,449 shares; 2025Q2: 34,887 shares; 2025Q3: 275,257 shares 275,257 $205M 0.34% +240,370 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: 433,906 shares; 2024Q4: 384,560 shares; 2025Q1: 390,444 shares; 2025Q2: 375,463 shares; 2025Q3: 438,658 shares 438,658 $205M 0.34% +63,195 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: 42,363 shares; 2024Q4: 45,842 shares; 2025Q1: 198,902 shares; 2025Q2: 482,588 shares; 2025Q3: 973,220 shares 973,220 $204M 0.34% +490,632 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: 82,601 shares; 2024Q4: 150,236 shares; 2025Q1: 155,674 shares; 2025Q2: 159,058 shares; 2025Q3: 164,492 shares 164,492 $197M 0.33% +5,434 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: 508,011 shares; 2024Q4: 659,318 shares; 2025Q1: 723,746 shares; 2025Q2: 613,161 shares; 2025Q3: 661,628 shares 661,628 $194M 0.32% +48,467 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300,694 shares; 2024Q4: 1,529,950 shares; 2025Q1: 1,547,918 shares; 2025Q2: 1,612,585 shares; 2025Q3: 1,759,636 shares 1,759,636 $181M 0.3% +147,051 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: 3,504,693 shares; 2024Q4: 1,715,870 shares; 2025Q1: 2,486,268 shares; 2025Q2: 2,517,541 shares; 2025Q3: 2,462,353 shares 2,462,353 $178M 0.3% -55,188 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: not reported; 2024Q4: 175,659 shares; 2025Q1: 218,410 shares; 2025Q2: 219,945 shares; 2025Q3: 292,663 shares 292,663 $176M 0.29% +72,718 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: 235,741 shares; 2024Q4: 673,837 shares; 2025Q1: 666,500 shares; 2025Q2: 1,150,999 shares; 2025Q3: 2,553,315 shares 2,553,315 $168M 0.28% +1,402,316 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: 495,434 shares; 2024Q4: 465,227 shares; 2025Q1: 446,466 shares; 2025Q2: 470,633 shares; 2025Q3: 771,278 shares 771,278 $166M 0.28% +300,645 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: 285,030 shares; 2024Q4: 329,816 shares; 2025Q1: 418,422 shares; 2025Q2: not reported; 2025Q3: 334,163 shares 334,163 $159M 0.27% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778,181 shares; 2024Q4: 1,515,932 shares; 2025Q1: 1,455,099 shares; 2025Q2: 1,406,621 shares; 2025Q3: 1,266,122 shares 1,266,122 $158M 0.26% -140,499 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: 1,115,480 shares; 2024Q4: 1,047,766 shares; 2025Q1: 1,067,861 shares; 2025Q2: not reported; 2025Q3: 1,380,899 shares 1,380,899 $156M 0.26% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317,669 shares; 2024Q4: 1,183,246 shares; 2025Q1: 1,049,456 shares; 2025Q2: 1,048,751 shares; 2025Q3: 897,019 shares 897,019 $155M 0.26% -151,732 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: 2,441,493 shares; 2024Q4: 881,908 shares; 2025Q1: 931,985 shares; 2025Q2: 679,302 shares; 2025Q3: 2,302,038 shares 2,302,038 $150M 0.25% +1,622,736 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: 355,788 shares; 2024Q4: 334,730 shares; 2025Q1: 328,760 shares; 2025Q2: 332,205 shares; 2025Q3: 363,584 shares 363,584 $147M 0.25% +31,379 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: 732,216 shares; 2024Q4: 671,284 shares; 2025Q1: 685,996 shares; 2025Q2: 702,432 shares; 2025Q3: 766,805 shares 766,805 $142M 0.24% +64,373 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 40,274 shares; 2025Q1: 32,996 shares; 2025Q2: 1,262,847 shares; 2025Q3: 1,374,774 shares 1,374,774 $140M 0.23% +111,927 Timeline EAGG 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: 1,737,995 shares; 2024Q4: 1,927,538 shares; 2025Q1: 2,096,217 shares; 2025Q2: 2,297,262 shares; 2025Q3: 2,765,829 shares 2,765,829 $133M 0.22% +468,567 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: 830,209 shares; 2024Q4: 1,161,166 shares; 2025Q1: 1,270,983 shares; 2025Q2: 1,351,426 shares; 2025Q3: 1,421,831 shares 1,421,831 $133M 0.22% +70,405 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251,897 shares; 2024Q4: 4,543,207 shares; 2025Q1: 4,374,696 shares; 2025Q2: 4,136,681 shares; 2025Q3: 3,740,157 shares 3,740,157 $133M 0.22% -396,524 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: 513,552 shares; 2024Q4: 422,260 shares; 2025Q1: 462,012 shares; 2025Q2: 403,562 shares; 2025Q3: 1,082,965 shares 1,082,965 $129M 0.21% +679,403 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: 2,377,922 shares; 2024Q4: 2,539,023 shares; 2025Q1: 2,662,185 shares; 2025Q2: 2,907,986 shares; 2025Q3: 3,516,713 shares 3,516,713 $129M 0.21% +608,727 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: 1,054,859 shares; 2024Q4: 979,034 shares; 2025Q1: 1,057,483 shares; 2025Q2: 1,097,529 shares; 2025Q3: 1,133,503 shares 1,133,503 $127M 0.21% +35,974 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: 439,071 shares; 2024Q4: 428,498 shares; 2025Q1: 406,629 shares; 2025Q2: 381,797 shares; 2025Q3: 450,037 shares 450,037 $127M 0.21% +68,240 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: 1,131,542 shares; 2024Q4: 1,205,740 shares; 2025Q1: 1,229,253 shares; 2025Q2: 1,269,873 shares; 2025Q3: 1,337,965 shares 1,337,965 $124M 0.21% +68,092 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: not reported; 2024Q4: 440,773 shares; 2025Q1: 657,924 shares; 2025Q2: 403,295 shares; 2025Q3: 1,134,255 shares 1,134,255 $123M 0.21% +730,960 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: 1,923,472 shares; 2024Q4: 1,697,997 shares; 2025Q1: 1,529,810 shares; 2025Q2: 1,441,028 shares; 2025Q3: 1,286,426 shares 1,286,426 $122M 0.2% -154,602 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: 3,800,880 shares; 2024Q4: 3,261,298 shares; 2025Q1: 3,230,666 shares; 2025Q2: 3,085,664 shares; 2025Q3: 2,764,963 shares 2,764,963 $122M 0.2% -320,701 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: 280,654 shares; 2024Q4: 114,751 shares; 2025Q1: 104,778 shares; 2025Q2: 98,972 shares; 2025Q3: 430,872 shares 430,872 $121M 0.2% +331,900 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: 3,171,672 shares; 2024Q4: 2,989,218 shares; 2025Q1: 2,987,935 shares; 2025Q2: not reported; 2025Q3: 3,291,291 shares 3,291,291 $110M 0.18% new 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: 406,089 shares; 2024Q4: 327,741 shares; 2025Q1: 322,077 shares; 2025Q2: 310,565 shares; 2025Q3: 753,842 shares 753,842 $110M 0.18% +443,277 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: 393,817 shares; 2024Q4: 109,294 shares; 2025Q1: 110,580 shares; 2025Q2: not reported; 2025Q3: 118,891 shares 118,891 $110M 0.18% new 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: 285,758 shares; 2024Q4: 259,738 shares; 2025Q1: 307,837 shares; 2025Q2: 307,855 shares; 2025Q3: 321,183 shares 321,183 $110M 0.18% +13,328 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: 562,568 shares; 2024Q4: 575,101 shares; 2025Q1: 600,637 shares; 2025Q2: not reported; 2025Q3: 653,942 shares 653,942 $109M 0.18% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 7,181 shares; 2025Q1: 6,305 shares; 2025Q2: 7,748 shares; 2025Q3: 479,401 shares 479,401 $107M 0.18% +471,653 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: 160,702 shares; 2024Q4: 203,726 shares; 2025Q1: 211,735 shares; 2025Q2: 234,376 shares; 2025Q3: 273,239 shares 273,239 $104M 0.17% +38,863 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: not reported; 2024Q4: 691,764 shares; 2025Q1: 722,650 shares; 2025Q2: 761,515 shares; 2025Q3: 835,122 shares 835,122 $103M 0.17% +73,607 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: 575,521 shares; 2024Q4: 369,583 shares; 2025Q1: 372,349 shares; 2025Q2: not reported; 2025Q3: 645,984 shares 645,984 $99.8M 0.17% new 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: 210,234 shares; 2024Q4: 192,859 shares; 2025Q1: 230,534 shares; 2025Q2: 342,933 shares; 2025Q3: 402,856 shares 402,856 $97M 0.16% +59,923 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: 579,496 shares; 2024Q4: 514,888 shares; 2025Q1: 513,566 shares; 2025Q2: 494,494 shares; 2025Q3: 619,856 shares 619,856 $95.2M 0.16% +125,362 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: 702,834 shares; 2024Q4: 111,584 shares; 2025Q1: 112,315 shares; 2025Q2: not reported; 2025Q3: 126,500 shares 126,500 $95.1M 0.16% new 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: 355,797 shares; 2024Q4: 334,481 shares; 2025Q1: 331,589 shares; 2025Q2: 567,079 shares; 2025Q3: 406,772 shares 406,772 $94.2M 0.16% -160,307 Timeline IBDS 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: 2,024,189 shares; 2024Q4: 2,126,666 shares; 2025Q1: 2,508,278 shares; 2025Q2: 2,814,444 shares; 2025Q3: 3,856,587 shares 3,856,587 $93.9M 0.16% +1,042,143 Timeline SUSL 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: 826,203 shares; 2024Q4: 853,156 shares; 2025Q1: 810,133 shares; 2025Q2: 794,658 shares; 2025Q3: 791,967 shares 791,967 $92.7M 0.15% -2,691 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: 936,830 shares; 2024Q4: 766,117 shares; 2025Q1: 848,466 shares; 2025Q2: 946,933 shares; 2025Q3: 1,327,424 shares 1,327,424 $90.8M 0.15% +380,491 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: not reported; 2024Q4: 20 shares; 2025Q1: 81 shares; 2025Q2: 112 shares; 2025Q3: 119 shares 119 $89.7M 0.15% +7 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759,279 shares; 2024Q4: 2,597,305 shares; 2025Q1: 2,461,237 shares; 2025Q2: 2,192,051 shares; 2025Q3: 1,824,909 shares 1,824,909 $88M 0.15% -367,142 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: 164,875 shares; 2024Q4: 160,928 shares; 2025Q1: 158,648 shares; 2025Q2: not reported; 2025Q3: 250,392 shares 250,392 $87.5M 0.15% new 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: 344,808 shares; 2024Q4: 500,931 shares; 2025Q1: 659,649 shares; 2025Q2: 592,046 shares; 2025Q3: 467,049 shares 467,049 $87.1M 0.15% -124,997 Timeline IBDR 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: 2,133,630 shares; 2024Q4: 2,202,542 shares; 2025Q1: 2,573,674 shares; 2025Q2: 2,821,416 shares; 2025Q3: 3,580,658 shares 3,580,658 $87M 0.15% +759,242 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: 2,251,013 shares; 2024Q4: 1,506,346 shares; 2025Q1: 1,740,360 shares; 2025Q2: 1,663,239 shares; 2025Q3: 1,482,190 shares 1,482,190 $86.3M 0.14% -181,049 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,226 shares; 2024Q4: 128,063 shares; 2025Q1: 173,595 shares; 2025Q2: 2,775,216 shares; 2025Q3: 3,857,407 shares 3,857,407 $85.4M 0.14% +1,082,191 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: 6,652 shares; 2024Q4: 126,761 shares; 2025Q1: 128,073 shares; 2025Q2: 120,049 shares; 2025Q3: 121,557 shares 121,557 $84.8M 0.14% +1,508 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884,502 shares; 2024Q4: 1,977,557 shares; 2025Q1: 2,361,388 shares; 2025Q2: 2,625,859 shares; 2025Q3: 3,316,051 shares 3,316,051 $84.6M 0.14% +690,192 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: 119,630 shares; 2024Q4: 120,702 shares; 2025Q1: 119,905 shares; 2025Q2: 224,363 shares; 2025Q3: 1,070,504 shares 1,070,504 $83.9M 0.14% +846,141 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: 418,452 shares; 2025Q1: 452,764 shares; 2025Q2: 514,914 shares; 2025Q3: 623,529 shares 623,529 $83.5M 0.14% +108,615 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,065,502 shares; 2025Q1: 2,449,807 shares; 2025Q2: 2,799,668 shares; 2025Q3: 3,537,860 shares 3,537,860 $83.1M 0.14% +738,192 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: 469,952 shares; 2024Q4: 652,175 shares; 2025Q1: 536,375 shares; 2025Q2: 1,120,751 shares; 2025Q3: 1,106,901 shares 1,106,901 $82.3M 0.14% -13,850 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: 50,880 shares; 2024Q4: 47,410 shares; 2025Q1: 45,272 shares; 2025Q2: 44,380 shares; 2025Q3: 794,616 shares 794,616 $78.7M 0.13% +750,236 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: 1,635,466 shares; 2024Q4: 1,884,413 shares; 2025Q1: 1,904,915 shares; 2025Q2: 1,801,171 shares; 2025Q3: 1,817,298 shares 1,817,298 $78.7M 0.13% +16,127 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: 56,171 shares; 2024Q4: 49,796 shares; 2025Q1: 50,671 shares; 2025Q2: 50,027 shares; 2025Q3: 67,334 shares 67,334 $72.6M 0.12% +17,307 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: 212,723 shares; 2024Q4: 218,473 shares; 2025Q1: 223,963 shares; 2025Q2: not reported; 2025Q3: 259,562 shares 259,562 $70.9M 0.12% new 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: 1,405,810 shares; 2024Q4: 2,006,071 shares; 2025Q1: 1,999,875 shares; 2025Q2: 2,870,409 shares; 2025Q3: 2,727,224 shares 2,727,224 $70.1M 0.12% -143,185 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: not reported; 2024Q4: 329,702 shares; 2025Q1: 344,376 shares; 2025Q2: 420,752 shares; 2025Q3: 500,459 shares 500,459 $67M 0.11% +79,707 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: 140,959 shares; 2024Q4: 113,350 shares; 2025Q1: 112,826 shares; 2025Q2: 101,569 shares; 2025Q3: 140,236 shares 140,236 $66.9M 0.11% +38,667 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: 1,292,464 shares; 2024Q4: 795,819 shares; 2025Q1: 1,022,951 shares; 2025Q2: 1,016,654 shares; 2025Q3: 954,923 shares 954,923 $65.4M 0.11% -61,731 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: not reported; 2024Q4: 1,140,421 shares; 2025Q1: 1,094,726 shares; 2025Q2: 1,074,207 shares; 2025Q3: 1,259,938 shares 1,259,938 $65M 0.11% +185,731 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: 92,003 shares; 2024Q4: 91,750 shares; 2025Q1: 114,367 shares; 2025Q2: 142,139 shares; 2025Q3: 149,727 shares 149,727 $63.8M 0.11% +7,588 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: 43,833 shares; 2024Q4: 48,331 shares; 2025Q1: 106,948 shares; 2025Q2: 201,715 shares; 2025Q3: 195,926 shares 195,926 $63.4M 0.11% -5,789 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: 255,187 shares; 2024Q4: 146,935 shares; 2025Q1: 153,695 shares; 2025Q2: 152,031 shares; 2025Q3: 1,165,543 shares 1,165,543 $62.8M 0.1% +1,013,512 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904,936 shares 904,936 $61.7M 0.1% new 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: 627,584 shares; 2024Q4: 651,573 shares; 2025Q1: 660,924 shares; 2025Q2: 657,867 shares; 2025Q3: 733,918 shares 733,918 $61.5M 0.1% +76,051 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: 38,285 shares; 2024Q4: 34,587 shares; 2025Q1: 31,196 shares; 2025Q2: 27,932 shares; 2025Q3: 254,840 shares 254,840 $61.1M 0.1% +226,908 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: 134,367 shares; 2024Q4: 48,392 shares; 2025Q1: 39,258 shares; 2025Q2: 30,444 shares; 2025Q3: 512,193 shares 512,193 $60.6M 0.1% +481,749 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: 771,333 shares; 2024Q4: 633,206 shares; 2025Q1: 621,578 shares; 2025Q2: 615,011 shares; 2025Q3: 716,051 shares 716,051 $60.1M 0.1% +101,040 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 7,587 shares; 2025Q1: 315,573 shares; 2025Q2: 628,486 shares; 2025Q3: 1,277,193 shares 1,277,193 $59.3M 0.1% +648,707 Timeline SCHP 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: 274,882 shares; 2024Q4: 336,713 shares; 2025Q1: 340,007 shares; 2025Q2: 318,096 shares; 2025Q3: 2,198,822 shares 2,198,822 $59.3M 0.1% +1,880,726 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: 243,693 shares; 2024Q4: 112,874 shares; 2025Q1: 106,542 shares; 2025Q2: 104,449 shares; 2025Q3: 378,005 shares 378,005 $58.3M 0.1% +273,556 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: 8,351,349 shares; 2024Q4: 303,832 shares; 2025Q1: 292,721 shares; 2025Q2: 289,785 shares; 2025Q3: 633,498 shares 633,498 $58.1M 0.1% +343,713 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: 198,361 shares; 2024Q4: 227,289 shares; 2025Q1: 204,843 shares; 2025Q2: 173,193 shares; 2025Q3: 192,083 shares 192,083 $57.8M 0.1% +18,890 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: 2,992,324 shares; 2024Q4: 2,398,866 shares; 2025Q1: 2,313,118 shares; 2025Q2: 2,203,032 shares; 2025Q3: 2,061,344 shares 2,061,344 $57.5M 0.1% -141,688 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: 154,318 shares; 2024Q4: 179,127 shares; 2025Q1: 172,988 shares; 2025Q2: 141,844 shares; 2025Q3: 154,280 shares 154,280 $57M 0.1% +12,436 Timeline VSS 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: 48,379 shares; 2024Q4: 40,777 shares; 2025Q1: 37,480 shares; 2025Q2: 33,427 shares; 2025Q3: 396,836 shares 396,836 $56.6M 0.09% +363,409 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: 642,008 shares; 2024Q4: 621,653 shares; 2025Q1: 639,156 shares; 2025Q2: 735,303 shares; 2025Q3: 850,159 shares 850,159 $56.2M 0.09% +114,856 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 11,687 shares; 2025Q1: 16,053 shares; 2025Q2: 11,460 shares; 2025Q3: 1,831,804 shares 1,831,804 $53.9M 0.09% +1,820,344 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: not reported; 2024Q4: 365,188 shares; 2025Q1: 376,130 shares; 2025Q2: 414,867 shares; 2025Q3: 494,495 shares 494,495 $53.9M 0.09% +79,628 Timeline PWZ 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: not reported; 2024Q4: 1,249,535 shares; 2025Q1: 1,439,348 shares; 2025Q2: 1,667,055 shares; 2025Q3: 2,238,739 shares 2,238,739 $53.6M 0.09% +571,684 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: 164,661 shares; 2024Q4: 145,323 shares; 2025Q1: 140,243 shares; 2025Q2: 132,491 shares; 2025Q3: 142,483 shares 142,483 $53.3M 0.09% +9,992 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603,332 shares; 2024Q4: 1,547,089 shares; 2025Q1: 1,640,266 shares; 2025Q2: 1,670,517 shares; 2025Q3: 1,882,037 shares 1,882,037 $53.1M 0.09% +211,520 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: 235,345 shares; 2024Q4: 223,630 shares; 2025Q1: 225,890 shares; 2025Q2: 228,407 shares; 2025Q3: 377,608 shares 377,608 $53M 0.09% +149,201 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: 215,098 shares; 2024Q4: 216,576 shares; 2025Q1: 233,584 shares; 2025Q2: 334,140 shares; 2025Q3: 363,021 shares 363,021 $52.5M 0.09% +28,881 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: 971,468 shares; 2024Q4: 986,403 shares; 2025Q1: 971,068 shares; 2025Q2: 880,573 shares; 2025Q3: 718,369 shares 718,369 $52.3M 0.09% -162,204 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,730 shares; 2024Q4: 577,050 shares; 2025Q1: 612,647 shares; 2025Q2: 679,401 shares; 2025Q3: 1,184,440 shares 1,184,440 $52.2M 0.09% +505,039 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: 288,753 shares; 2024Q4: 277,281 shares; 2025Q1: 373,312 shares; 2025Q2: 415,745 shares; 2025Q3: 541,917 shares 541,917 $51.6M 0.09% +126,172 Timeline AGGY 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: 991,274 shares; 2024Q4: 1,090,482 shares; 2025Q1: 839,833 shares; 2025Q2: 870,086 shares; 2025Q3: 1,160,599 shares 1,160,599 $51.4M 0.09% +290,513 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: 254,669 shares; 2024Q4: 221,653 shares; 2025Q1: 265,737 shares; 2025Q2: 398,937 shares; 2025Q3: 505,945 shares 505,945 $51.4M 0.09% +107,008 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: 207,720 shares; 2024Q4: 99,357 shares; 2025Q1: 83,428 shares; 2025Q2: 65,617 shares; 2025Q3: 889,839 shares 889,839 $51.1M 0.09% +824,222 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: 217,049 shares; 2024Q4: 337,991 shares; 2025Q1: 441,358 shares; 2025Q2: 438,743 shares; 2025Q3: 269,276 shares 269,276 $51.1M 0.09% -169,467 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,639 shares; 2024Q4: 192,213 shares; 2025Q1: 200,323 shares; 2025Q2: 309,171 shares; 2025Q3: 380,343 shares 380,343 $50.7M 0.08% +71,172 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: 1,934,131 shares; 2024Q4: 506,633 shares; 2025Q1: 1,008,471 shares; 2025Q2: 638,534 shares; 2025Q3: 858,447 shares 858,447 $50.5M 0.08% +219,913 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: 249,006 shares; 2024Q4: 99,771 shares; 2025Q1: 80,487 shares; 2025Q2: 80,388 shares; 2025Q3: 88,597 shares 88,597 $50.4M 0.08% +8,209 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: 1,924,028 shares; 2024Q4: 1,863,839 shares; 2025Q1: 1,740,454 shares; 2025Q2: 1,628,282 shares; 2025Q3: 1,509,693 shares 1,509,693 $50.4M 0.08% -118,589 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: 195,282 shares; 2024Q4: 169,120 shares; 2025Q1: 184,732 shares; 2025Q2: 245,629 shares; 2025Q3: 276,050 shares 276,050 $50.4M 0.08% +30,421 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: 273,575 shares; 2024Q4: 257,240 shares; 2025Q1: 253,685 shares; 2025Q2: 237,492 shares; 2025Q3: 300,506 shares 300,506 $50.3M 0.08% +63,014 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: 388,403 shares; 2024Q4: 148,301 shares; 2025Q1: 143,736 shares; 2025Q2: not reported; 2025Q3: 145,658 shares 145,658 $50.3M 0.08% new 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: not reported; 2024Q4: 307,269 shares; 2025Q1: 250,936 shares; 2025Q2: 251,075 shares; 2025Q3: 242,440 shares 242,440 $49.6M 0.08% -8,635 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: 52,664 shares; 2024Q4: 45,044 shares; 2025Q1: 48,499 shares; 2025Q2: 55,756 shares; 2025Q3: 62,294 shares 62,294 $49.6M 0.08% +6,538 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953,207 shares 953,207 $48.6M 0.08% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838,242 shares; 2024Q4: 1,604,768 shares; 2025Q1: 1,421,420 shares; 2025Q2: 1,400,196 shares; 2025Q3: 608,120 shares 608,120 $48.6M 0.08% -792,076 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: 152,446 shares; 2024Q4: 174,017 shares; 2025Q1: 173,130 shares; 2025Q2: 172,846 shares; 2025Q3: 560,874 shares 560,874 $47.2M 0.08% +388,028 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: 6,003 shares; 2024Q4: 7,422 shares; 2025Q1: 4,571 shares; 2025Q2: 19,784 shares; 2025Q3: 467,286 shares 467,286 $47.1M 0.08% +447,502 Timeline USHY 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: 1,287,676 shares; 2024Q4: 1,330,416 shares; 2025Q1: 963,285 shares; 2025Q2: 981,399 shares; 2025Q3: 1,238,513 shares 1,238,513 $46.8M 0.08% +257,114 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: 138,425 shares; 2024Q4: 125,161 shares; 2025Q1: 130,546 shares; 2025Q2: 129,462 shares; 2025Q3: 152,055 shares 152,055 $46.2M 0.08% +22,593 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,757 shares; 2024Q4: 235,147 shares; 2025Q1: 373,328 shares; 2025Q2: 543,121 shares; 2025Q3: 645,899 shares 645,899 $45.9M 0.08% +102,778 Timeline BGRN 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: 527,055 shares; 2024Q4: 604,440 shares; 2025Q1: 653,397 shares; 2025Q2: 747,624 shares; 2025Q3: 946,916 shares 946,916 $45.6M 0.08% +199,292 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: not reported; 2024Q4: 199,905 shares; 2025Q1: 202,480 shares; 2025Q2: 236,075 shares; 2025Q3: 271,347 shares 271,347 $45.4M 0.08% +35,272 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: 129,468 shares; 2025Q1: 257,455 shares; 2025Q2: 290,197 shares; 2025Q3: 310,981 shares 310,981 $45.3M 0.08% +20,784 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915,720 shares 915,720 $44.7M 0.07% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,288 shares; 2024Q4: 23,316 shares; 2025Q1: 23,829 shares; 2025Q2: 401,507 shares; 2025Q3: 414,611 shares 414,611 $44.7M 0.07% +13,104 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: 133,012 shares; 2024Q4: 118,002 shares; 2025Q1: 115,531 shares; 2025Q2: 168,578 shares; 2025Q3: 159,784 shares 159,784 $44.6M 0.07% -8,794 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,956 shares; 2024Q4: 74,127 shares; 2025Q1: 77,222 shares; 2025Q2: 109,441 shares; 2025Q3: 127,523 shares 127,523 $44.2M 0.07% +18,082 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: not reported; 2024Q4: 147,289 shares; 2025Q1: 152,707 shares; 2025Q2: 130,133 shares; 2025Q3: 130,245 shares 130,245 $43.3M 0.07% +112 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: 886,835 shares; 2024Q4: 1,437,053 shares; 2025Q1: 1,486,016 shares; 2025Q2: 1,636,892 shares; 2025Q3: 1,572,349 shares 1,572,349 $42.9M 0.07% -64,543 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: not reported; 2024Q4: 87,743 shares; 2025Q1: 89,826 shares; 2025Q2: 120,779 shares; 2025Q3: 195,979 shares 195,979 $42.1M 0.07% +75,200 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: 446,149 shares; 2024Q4: 311,853 shares; 2025Q1: 311,107 shares; 2025Q2: 117,546 shares; 2025Q3: 319,848 shares 319,848 $42M 0.07% +202,302 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423,757 shares 1,423,757 $41.1M 0.07% new 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: 377,473 shares; 2024Q4: 359,219 shares; 2025Q1: 400,042 shares; 2025Q2: 370,567 shares; 2025Q3: 339,076 shares 339,076 $40.9M 0.07% -31,491 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: 270,597 shares; 2024Q4: 54,082 shares; 2025Q1: 51,793 shares; 2025Q2: 45,940 shares; 2025Q3: 291,031 shares 291,031 $40.5M 0.07% +245,091 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: 24,618 shares; 2024Q4: 58,037 shares; 2025Q1: 139,068 shares; 2025Q2: 206,215 shares; 2025Q3: 298,212 shares 298,212 $40.5M 0.07% +91,997 Timeline EFAV 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: 911,485 shares; 2024Q4: 695,149 shares; 2025Q1: 633,280 shares; 2025Q2: 574,511 shares; 2025Q3: 476,675 shares 476,675 $40.4M 0.07% -97,836 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: 191,087 shares; 2024Q4: 180,940 shares; 2025Q1: 190,649 shares; 2025Q2: 200,092 shares; 2025Q3: 198,036 shares 198,036 $40.3M 0.07% -2,056 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,239 shares; 2024Q4: 85,126 shares; 2025Q1: 71,959 shares; 2025Q2: 70,020 shares; 2025Q3: 548,402 shares 548,402 $40.3M 0.07% +478,382 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: 1,112,253 shares; 2024Q4: 1,051,076 shares; 2025Q1: 555,379 shares; 2025Q2: 581,071 shares; 2025Q3: 605,912 shares 605,912 $40.2M 0.07% +24,841 Timeline ESGE 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: 672,991 shares; 2024Q4: 739,766 shares; 2025Q1: 751,219 shares; 2025Q2: 762,669 shares; 2025Q3: 925,427 shares 925,427 $40.2M 0.07% +162,758 Timeline BOND 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: 194,586 shares; 2024Q4: 323,019 shares; 2025Q1: 358,254 shares; 2025Q2: 494,961 shares; 2025Q3: 426,302 shares 426,302 $39.8M 0.07% -68,659 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: 88,540 shares; 2024Q4: 994,275 shares; 2025Q1: 1,786,567 shares; 2025Q2: 1,739,184 shares; 2025Q3: 778,051 shares 778,051 $39.1M 0.07% -961,133 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: 34,013 shares; 2024Q4: 31,448 shares; 2025Q1: 267,714 shares; 2025Q2: 383,505 shares; 2025Q3: 463,125 shares 463,125 $39M 0.07% +79,620 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,802 shares; 2024Q4: 68,128 shares; 2025Q1: 111,670 shares; 2025Q2: 341,957 shares; 2025Q3: 427,286 shares 427,286 $38.9M 0.06% +85,329 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078,664 shares; 2024Q4: 1,983,729 shares; 2025Q1: 1,922,675 shares; 2025Q2: 1,866,879 shares; 2025Q3: 1,582,342 shares 1,582,342 $38.6M 0.06% -284,537 Timeline APGE APOGEE THERAPEUTICS INC More: the full row for APOGEE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720,101 shares; 2025Q1: 1,640,180 shares; 2025Q2: 820,376 shares; 2025Q3: 970,581 shares 970,581 $38.6M 0.06% +150,205 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: 225,554 shares; 2024Q4: 208,681 shares; 2025Q1: 199,584 shares; 2025Q2: not reported; 2025Q3: 166,834 shares 166,834 $38.6M 0.06% new 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: 295,542 shares; 2024Q4: 180,365 shares; 2025Q1: 194,226 shares; 2025Q2: 236,129 shares; 2025Q3: 429,007 shares 429,007 $38.3M 0.06% +192,878 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: 1,600,934 shares; 2024Q4: 1,282,333 shares; 2025Q1: 1,300,303 shares; 2025Q2: 1,305,684 shares; 2025Q3: 1,215,209 shares 1,215,209 $38.3M 0.06% -90,475 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: 128,734 shares; 2024Q4: 142,591 shares; 2025Q1: 144,103 shares; 2025Q2: 154,260 shares; 2025Q3: 151,782 shares 151,782 $38.1M 0.06% -2,478 Timeline SHYD 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: 1,364,153 shares; 2024Q4: 1,429,931 shares; 2025Q1: 1,460,034 shares; 2025Q2: 1,207,928 shares; 2025Q3: 1,662,987 shares 1,662,987 $38.1M 0.06% +455,059 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: 211,804 shares; 2024Q4: 236,914 shares; 2025Q1: 204,853 shares; 2025Q2: not reported; 2025Q3: 235,672 shares 235,672 $37.1M 0.06% new 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: 68,914 shares; 2024Q4: 272,176 shares; 2025Q1: 284,247 shares; 2025Q2: 383,482 shares; 2025Q3: 405,046 shares 405,046 $37M 0.06% +21,564 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,059 shares; 2024Q4: 319,219 shares; 2025Q1: 308,693 shares; 2025Q2: 308,867 shares; 2025Q3: 251,693 shares 251,693 $36.6M 0.06% -57,174 Timeline HYMB 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: 703,795 shares; 2024Q4: 727,536 shares; 2025Q1: 767,476 shares; 2025Q2: 788,459 shares; 2025Q3: 1,436,041 shares 1,436,041 $35.8M 0.06% +647,582 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: 14,251 shares; 2024Q4: 193,495 shares; 2025Q1: 220,393 shares; 2025Q2: 367,607 shares; 2025Q3: 367,967 shares 367,967 $35.7M 0.06% +360 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: 164,992 shares; 2024Q4: 181,389 shares; 2025Q1: 228,959 shares; 2025Q2: 176,390 shares; 2025Q3: 170,530 shares 170,530 $35.6M 0.06% -5,860 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,665 shares; 2024Q4: 142,194 shares; 2025Q1: 172,966 shares; 2025Q2: 171,635 shares; 2025Q3: 188,890 shares 188,890 $35.4M 0.06% +17,255 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: 103,872 shares; 2024Q4: 99,117 shares; 2025Q1: 117,351 shares; 2025Q2: 116,890 shares; 2025Q3: 114,300 shares 114,300 $35.2M 0.06% -2,590 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,631 shares; 2024Q4: 371,420 shares; 2025Q1: 523,849 shares; 2025Q2: 580,146 shares; 2025Q3: 488,224 shares 488,224 $34.8M 0.06% -91,922 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: 994,041 shares; 2024Q4: 1,278,036 shares; 2025Q1: 1,342,186 shares; 2025Q2: 1,129,961 shares; 2025Q3: 1,091,049 shares 1,091,049 $34.8M 0.06% -38,912 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: 11,523 shares; 2024Q4: 12,156 shares; 2025Q1: 13,438 shares; 2025Q2: 42,108 shares; 2025Q3: 45,731 shares 45,731 $34.7M 0.06% +3,623 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,871 shares; 2024Q4: 292,558 shares; 2025Q1: 278,469 shares; 2025Q2: 313,693 shares; 2025Q3: 261,552 shares 261,552 $34.6M 0.06% -52,141 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: 233,189 shares; 2024Q4: 469,527 shares; 2025Q1: 455,960 shares; 2025Q2: 414,805 shares; 2025Q3: 469,035 shares 469,035 $34.5M 0.06% +54,230 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: 48,335 shares; 2024Q4: 65,840 shares; 2025Q1: 76,198 shares; 2025Q2: 101,174 shares; 2025Q3: 168,565 shares 168,565 $34.3M 0.06% +67,391 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: 1,809,861 shares; 2024Q4: 1,600,788 shares; 2025Q1: 1,607,151 shares; 2025Q2: 1,578,380 shares; 2025Q3: 1,153,744 shares 1,153,744 $34.2M 0.06% -424,636 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: not reported; 2024Q4: 116,537 shares; 2025Q1: 120,436 shares; 2025Q2: 115,487 shares; 2025Q3: 121,178 shares 121,178 $34.2M 0.06% +5,691 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: 61,863 shares; 2024Q4: 51,912 shares; 2025Q1: 50,923 shares; 2025Q2: 49,973 shares; 2025Q3: 67,768 shares 67,768 $33.8M 0.06% +17,795 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: 44,020 shares; 2024Q4: 94,914 shares; 2025Q1: 110,931 shares; 2025Q2: 147,929 shares; 2025Q3: 136,202 shares 136,202 $33.6M 0.06% -11,727 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606,115 shares; 2025Q1: 1,175,937 shares; 2025Q2: 515,844 shares; 2025Q3: 418,028 shares 418,028 $33M 0.06% -97,816 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,958 shares; 2025Q2: 43,206 shares; 2025Q3: 616,903 shares 616,903 $32.9M 0.05% +573,697 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: 583,664 shares; 2024Q4: 228,467 shares; 2025Q1: 236,753 shares; 2025Q2: 241,430 shares; 2025Q3: 295,885 shares 295,885 $32.8M 0.05% +54,455 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: 157,314 shares; 2024Q4: 144,930 shares; 2025Q1: 144,866 shares; 2025Q2: 142,108 shares; 2025Q3: 135,338 shares 135,338 $32.1M 0.05% -6,770 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: 31,931 shares; 2024Q4: 103,583 shares; 2025Q1: 103,987 shares; 2025Q2: not reported; 2025Q3: 222,293 shares 222,293 $31.8M 0.05% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,893 shares; 2024Q4: 345,854 shares; 2025Q1: 410,809 shares; 2025Q2: 364,165 shares; 2025Q3: 346,797 shares 346,797 $31.7M 0.05% -17,368 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: 20,637 shares; 2024Q4: 23,954 shares; 2025Q1: 23,970 shares; 2025Q2: 25,361 shares; 2025Q3: 121,579 shares 121,579 $31.5M 0.05% +96,218 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,906 shares; 2024Q4: 614,229 shares; 2025Q1: 818,467 shares; 2025Q2: 950,800 shares; 2025Q3: 1,089,617 shares 1,089,617 $31.5M 0.05% +138,817 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: not reported; 2024Q4: 66,450 shares; 2025Q1: 92,481 shares; 2025Q2: 101,150 shares; 2025Q3: 112,693 shares 112,693 $31.5M 0.05% +11,543 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: 519,337 shares; 2024Q4: 37,176 shares; 2025Q1: 36,577 shares; 2025Q2: 39,798 shares; 2025Q3: 100,720 shares 100,720 $31.2M 0.05% +60,922 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: 462,055 shares; 2024Q4: 962,109 shares; 2025Q1: 1,708,521 shares; 2025Q2: 1,084,519 shares; 2025Q3: 965,851 shares 965,851 $31M 0.05% -118,668 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: 189,950 shares; 2024Q4: 198,410 shares; 2025Q1: 208,937 shares; 2025Q2: 173,899 shares; 2025Q3: 316,367 shares 316,367 $30.5M 0.05% +142,468 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567,444 shares 1,567,444 $30.5M 0.05% new 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: 416,488 shares; 2024Q4: 466,297 shares; 2025Q1: 494,278 shares; 2025Q2: 535,984 shares; 2025Q3: 660,307 shares 660,307 $30.4M 0.05% +124,323 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: not reported; 2024Q4: 91,715 shares; 2025Q1: 83,149 shares; 2025Q2: 91,279 shares; 2025Q3: 103,300 shares 103,300 $30.3M 0.05% +12,021 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: 181,803 shares; 2024Q4: 165,581 shares; 2025Q1: 173,855 shares; 2025Q2: 179,023 shares; 2025Q3: 190,372 shares 190,372 $30.3M 0.05% +11,349 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: 915,518 shares; 2024Q4: 584,158 shares; 2025Q1: 578,232 shares; 2025Q2: 576,890 shares; 2025Q3: 687,851 shares 687,851 $30.2M 0.05% +110,961 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: 391,834 shares; 2024Q4: 386,666 shares; 2025Q1: 377,314 shares; 2025Q2: 406,136 shares; 2025Q3: 445,025 shares 445,025 $30M 0.05% +38,889 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,746 shares; 2024Q4: 299,095 shares; 2025Q1: 374,835 shares; 2025Q2: 407,198 shares; 2025Q3: 573,251 shares 573,251 $30M 0.05% +166,053 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: 108,806 shares; 2024Q4: 126,605 shares; 2025Q1: 134,768 shares; 2025Q2: 238,811 shares; 2025Q3: 272,034 shares 272,034 $29.9M 0.05% +33,223 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: 201,651 shares; 2024Q4: 287,752 shares; 2025Q1: 221,413 shares; 2025Q2: 243,812 shares; 2025Q3: 313,178 shares 313,178 $29.9M 0.05% +69,366 Timeline VGLT 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: 8,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517,776 shares 517,776 $29.4M 0.05% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 44,611 shares; 2025Q1: 42,947 shares; 2025Q2: 39,046 shares; 2025Q3: 381,567 shares 381,567 $29.3M 0.05% +342,521 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,753 shares; 2024Q4: 451,554 shares; 2025Q1: 471,440 shares; 2025Q2: 455,699 shares; 2025Q3: 666,023 shares 666,023 $29.2M 0.05% +210,324 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,329 shares; 2024Q4: 70,779 shares; 2025Q1: 71,942 shares; 2025Q2: 272,949 shares; 2025Q3: 299,591 shares 299,591 $28.9M 0.05% +26,642 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,020 shares; 2024Q4: 399,590 shares; 2025Q1: 458,879 shares; 2025Q2: 651,224 shares; 2025Q3: 1,257,685 shares 1,257,685 $28.9M 0.05% +606,461 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: 354,733 shares; 2024Q4: 126,651 shares; 2025Q1: 128,348 shares; 2025Q2: 119,020 shares; 2025Q3: 120,880 shares 120,880 $28.6M 0.05% +1,860 Timeline DES 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: 377,678 shares; 2024Q4: 538,263 shares; 2025Q1: 593,740 shares; 2025Q2: 590,173 shares; 2025Q3: 845,624 shares 845,624 $28.5M 0.05% +255,451 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: 286,746 shares; 2024Q4: 337,587 shares; 2025Q1: 309,162 shares; 2025Q2: 382,533 shares; 2025Q3: 497,273 shares 497,273 $28.4M 0.05% +114,740 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: not reported; 2024Q4: 177,721 shares; 2025Q1: 176,185 shares; 2025Q2: not reported; 2025Q3: 175,109 shares 175,109 $28.3M 0.05% new Timeline VWOB 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: 5,503 shares; 2024Q4: 5,516 shares; 2025Q1: 4,854 shares; 2025Q2: not reported; 2025Q3: 416,075 shares 416,075 $27.8M 0.05% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,695 shares; 2024Q4: 866,358 shares; 2025Q1: 859,031 shares; 2025Q2: 947,342 shares; 2025Q3: 1,069,676 shares 1,069,676 $27.4M 0.05% +122,334 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,347 shares; 2024Q4: 111,176 shares; 2025Q1: 117,612 shares; 2025Q2: 125,633 shares; 2025Q3: 136,830 shares 136,830 $27.4M 0.05% +11,197 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409,989 shares; 2025Q1: 307,772 shares; 2025Q2: not reported; 2025Q3: 252,457 shares 252,457 $27.3M 0.05% new 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: 14,924 shares; 2024Q4: 11,520 shares; 2025Q1: 8,529 shares; 2025Q2: 9,819 shares; 2025Q3: 1,006,106 shares 1,006,106 $27.1M 0.05% +996,287 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 3,694 shares; 2025Q1: 3,883 shares; 2025Q2: 4,063 shares; 2025Q3: 143,613 shares 143,613 $27M 0.05% +139,550 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742,036 shares 742,036 $27M 0.04% new 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: 299,295 shares; 2024Q4: 274,234 shares; 2025Q1: 284,079 shares; 2025Q2: 275,642 shares; 2025Q3: 279,785 shares 279,785 $26.5M 0.04% +4,143 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: 42,741 shares; 2024Q4: 29,616 shares; 2025Q1: 26,258 shares; 2025Q2: 38,988 shares; 2025Q3: 38,733 shares 38,733 $26.5M 0.04% -255 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,466 shares; 2024Q4: 38,775 shares; 2025Q1: 108,093 shares; 2025Q2: 157,631 shares; 2025Q3: 168,457 shares 168,457 $26.4M 0.04% +10,826 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: 387,079 shares; 2024Q4: 329,195 shares; 2025Q1: 347,274 shares; 2025Q2: 347,309 shares; 2025Q3: 377,194 shares 377,194 $26.3M 0.04% +29,885 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: 369,902 shares; 2024Q4: 225,023 shares; 2025Q1: 224,303 shares; 2025Q2: 211,732 shares; 2025Q3: 228,773 shares 228,773 $26.2M 0.04% +17,041 Timeline WRD WERIDE INC More: the full row for WERIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,619,333 shares 2,619,333 $25.9M 0.04% new 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: 40,720 shares; 2024Q4: 38,043 shares; 2025Q1: 36,636 shares; 2025Q2: 39,996 shares; 2025Q3: 41,648 shares 41,648 $25.6M 0.04% +1,652 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: 35,635 shares; 2024Q4: 35,287 shares; 2025Q1: 36,039 shares; 2025Q2: 49,234 shares; 2025Q3: 59,778 shares 59,778 $25.2M 0.04% +10,544 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: 245,506 shares; 2024Q4: 235,052 shares; 2025Q1: 258,207 shares; 2025Q2: 265,620 shares; 2025Q3: 440,028 shares 440,028 $25.1M 0.04% +174,408 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: 15,829 shares; 2024Q4: 52,613 shares; 2025Q1: 108,440 shares; 2025Q2: 89,063 shares; 2025Q3: 75,298 shares 75,298 $25.1M 0.04% -13,765 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: 22,287 shares; 2024Q4: 19,808 shares; 2025Q1: 17,359 shares; 2025Q2: 16,328 shares; 2025Q3: 189,392 shares 189,392 $24.9M 0.04% +173,064 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: 92,772 shares; 2024Q4: 96,244 shares; 2025Q1: 84,937 shares; 2025Q2: 107,083 shares; 2025Q3: 115,938 shares 115,938 $24.6M 0.04% +8,855 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: 361,417 shares; 2024Q4: 348,995 shares; 2025Q1: 315,601 shares; 2025Q2: 294,867 shares; 2025Q3: 291,011 shares 291,011 $24.6M 0.04% -3,856 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: 37,205 shares; 2024Q4: 37,986 shares; 2025Q1: 37,233 shares; 2025Q2: 45,596 shares; 2025Q3: 51,763 shares 51,763 $24.6M 0.04% +6,167 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: 44,651 shares; 2024Q4: 62,397 shares; 2025Q1: 44,907 shares; 2025Q2: not reported; 2025Q3: 34,273 shares 34,273 $24.6M 0.04% new 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: 43,034 shares; 2024Q4: 38,789 shares; 2025Q1: 36,871 shares; 2025Q2: 53,097 shares; 2025Q3: 58,211 shares 58,211 $24.6M 0.04% +5,114 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: 158,042 shares; 2024Q4: 188,483 shares; 2025Q1: 208,294 shares; 2025Q2: 211,241 shares; 2025Q3: 198,409 shares 198,409 $24.6M 0.04% -12,832 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957,821 shares; 2024Q4: 822,923 shares; 2025Q1: 833,894 shares; 2025Q2: 911,065 shares; 2025Q3: 954,866 shares 954,866 $24.3M 0.04% +43,801 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,069 shares; 2024Q4: 244,930 shares; 2025Q1: 221,935 shares; 2025Q2: 230,119 shares; 2025Q3: 240,361 shares 240,361 $24.2M 0.04% +10,242 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: 16,813 shares; 2025Q1: 16,815 shares; 2025Q2: 17,225 shares; 2025Q3: 20,623 shares 20,623 $24M 0.04% +3,398 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: 495,427 shares; 2024Q4: 512,616 shares; 2025Q1: 516,091 shares; 2025Q2: 452,961 shares; 2025Q3: 434,266 shares 434,266 $24M 0.04% -18,695 Timeline IBTH 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: 362,544 shares; 2024Q4: 422,172 shares; 2025Q1: 486,744 shares; 2025Q2: 644,028 shares; 2025Q3: 1,064,986 shares 1,064,986 $24M 0.04% +420,958 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: 194,522 shares; 2024Q4: 200,013 shares; 2025Q1: 200,561 shares; 2025Q2: 189,036 shares; 2025Q3: 244,012 shares 244,012 $23.9M 0.04% +54,976 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: 78,053 shares; 2024Q4: 73,217 shares; 2025Q1: 70,880 shares; 2025Q2: 50,554 shares; 2025Q3: 101,201 shares 101,201 $23.9M 0.04% +50,647 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,877 shares; 2024Q4: 21,226 shares; 2025Q1: 25,739 shares; 2025Q2: 155,490 shares; 2025Q3: 197,870 shares 197,870 $23.7M 0.04% +42,380 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: 30,829 shares; 2024Q4: 52,172 shares; 2025Q1: 52,076 shares; 2025Q2: 56,198 shares; 2025Q3: 271,856 shares 271,856 $23.7M 0.04% +215,658 Timeline IBTI 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: 417,868 shares; 2024Q4: 482,618 shares; 2025Q1: 528,120 shares; 2025Q2: 677,243 shares; 2025Q3: 1,057,748 shares 1,057,748 $23.7M 0.04% +380,505 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: 147,132 shares; 2024Q4: 143,289 shares; 2025Q1: 130,217 shares; 2025Q2: 130,638 shares; 2025Q3: 128,772 shares 128,772 $23.7M 0.04% -1,866 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: 42,276 shares; 2024Q4: 41,223 shares; 2025Q1: 41,053 shares; 2025Q2: 40,623 shares; 2025Q3: 40,316 shares 40,316 $23.6M 0.04% -307 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: 32,934 shares; 2024Q4: 28,688 shares; 2025Q1: 29,219 shares; 2025Q2: 23,502 shares; 2025Q3: 24,728 shares 24,728 $23.6M 0.04% +1,226 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,279 shares; 2024Q4: 26,386 shares; 2025Q1: 22,568 shares; 2025Q2: 21,041 shares; 2025Q3: 287,072 shares 287,072 $23.5M 0.04% +266,031 Timeline IBTK 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: 28,344 shares; 2024Q4: 34,004 shares; 2025Q1: 64,838 shares; 2025Q2: 639,493 shares; 2025Q3: 1,183,092 shares 1,183,092 $23.5M 0.04% +543,599 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: 89,909 shares; 2024Q4: 87,325 shares; 2025Q1: 94,292 shares; 2025Q2: 94,477 shares; 2025Q3: 106,432 shares 106,432 $23.4M 0.04% +11,955 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: 3,439 shares; 2024Q4: 3,436 shares; 2025Q1: 3,476 shares; 2025Q2: 3,626 shares; 2025Q3: 58,757 shares 58,757 $23.3M 0.04% +55,131 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: 6,066 shares; 2024Q4: 2,989 shares; 2025Q1: 2,865 shares; 2025Q2: 3,880 shares; 2025Q3: 4,305 shares 4,305 $23.2M 0.04% +425 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,356 shares; 2024Q4: 25,568 shares; 2025Q1: 21,896 shares; 2025Q2: 24,948 shares; 2025Q3: 295,412 shares 295,412 $23.2M 0.04% +270,464 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,989 shares; 2024Q4: 689,819 shares; 2025Q1: 752,659 shares; 2025Q2: 856,888 shares; 2025Q3: 900,305 shares 900,305 $23.1M 0.04% +43,417 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,660 shares; 2024Q4: 157,937 shares; 2025Q1: 160,581 shares; 2025Q2: 307,980 shares; 2025Q3: 343,964 shares 343,964 $23.1M 0.04% +35,984 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: 256,238 shares; 2024Q4: 235,600 shares; 2025Q1: 241,752 shares; 2025Q2: 241,471 shares; 2025Q3: 243,108 shares 243,108 $23M 0.04% +1,637 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: 80,477 shares; 2024Q4: 78,098 shares; 2025Q1: 84,013 shares; 2025Q2: 73,051 shares; 2025Q3: 81,611 shares 81,611 $23M 0.04% +8,560 Timeline IBTJ 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: 324,442 shares; 2024Q4: 381,056 shares; 2025Q1: 429,969 shares; 2025Q2: 599,379 shares; 2025Q3: 1,046,617 shares 1,046,617 $23M 0.04% +447,238 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: 30,273 shares; 2024Q4: 37,063 shares; 2025Q1: 71,053 shares; 2025Q2: 92,795 shares; 2025Q3: 121,320 shares 121,320 $22.9M 0.04% +28,525 Timeline DFAX 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: 1,173,408 shares; 2024Q4: 539,593 shares; 2025Q1: 758,998 shares; 2025Q2: 751,383 shares; 2025Q3: 727,249 shares 727,249 $22.8M 0.04% -24,134 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,341 shares 278,341 $22.8M 0.04% new 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: not reported; 2024Q4: 89,190 shares; 2025Q1: 67,280 shares; 2025Q2: 88,195 shares; 2025Q3: 105,494 shares 105,494 $22.8M 0.04% +17,299 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: 18,202 shares; 2024Q4: 25,465 shares; 2025Q1: 32,778 shares; 2025Q2: 67,329 shares; 2025Q3: 65,720 shares 65,720 $22.8M 0.04% -1,609 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,932 shares; 2024Q4: 24,490 shares; 2025Q1: 22,149 shares; 2025Q2: 143,095 shares; 2025Q3: 195,822 shares 195,822 $22.7M 0.04% +52,727 Timeline BNDW 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: 57,721 shares; 2024Q4: 136,854 shares; 2025Q1: 824,723 shares; 2025Q2: 331,956 shares; 2025Q3: 324,282 shares 324,282 $22.6M 0.04% -7,674 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: 667,716 shares; 2024Q4: 790,231 shares; 2025Q1: 859,393 shares; 2025Q2: 651,974 shares; 2025Q3: 444,975 shares 444,975 $22.5M 0.04% -206,999 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: 185,766 shares; 2024Q4: 174,164 shares; 2025Q1: 173,736 shares; 2025Q2: 175,376 shares; 2025Q3: 158,068 shares 158,068 $22.5M 0.04% -17,308 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,820 shares; 2024Q4: 15,837 shares; 2025Q1: 19,993 shares; 2025Q2: 22,023 shares; 2025Q3: 287,274 shares 287,274 $22.3M 0.04% +265,251 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: 80,492 shares; 2024Q4: 123,777 shares; 2025Q1: 126,484 shares; 2025Q2: 121,156 shares; 2025Q3: 125,398 shares 125,398 $22.3M 0.04% +4,242 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,292 shares; 2024Q4: 194,592 shares; 2025Q1: 291,392 shares; 2025Q2: 626,748 shares; 2025Q3: 674,894 shares 674,894 $22M 0.04% +48,146 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,499 shares; 2024Q4: 53,604 shares; 2025Q1: 120,925 shares; 2025Q2: 231,504 shares; 2025Q3: 285,953 shares 285,953 $21.7M 0.04% +54,449 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: 66,052 shares; 2024Q4: 28,951 shares; 2025Q1: 24,453 shares; 2025Q2: 25,208 shares; 2025Q3: 27,957 shares 27,957 $21.6M 0.04% +2,749 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: 52,407 shares; 2024Q4: 55,273 shares; 2025Q1: 55,802 shares; 2025Q2: 56,865 shares; 2025Q3: 47,680 shares 47,680 $21.3M 0.04% -9,185 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: 131,154 shares; 2024Q4: 33,655 shares; 2025Q1: 34,730 shares; 2025Q2: 50,136 shares; 2025Q3: 46,075 shares 46,075 $21.1M 0.04% -4,061 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 659,681 shares; 2025Q1: 705,785 shares; 2025Q2: 764,582 shares; 2025Q3: 821,622 shares 821,622 $21M 0.04% +57,040 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: 18,850 shares; 2024Q4: 20,099 shares; 2025Q1: 66,677 shares; 2025Q2: 77,022 shares; 2025Q3: 76,557 shares 76,557 $21M 0.03% -465 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,751 shares; 2024Q4: 7,486 shares; 2025Q1: 9,166 shares; 2025Q2: 7,739 shares; 2025Q3: 274,140 shares 274,140 $20.9M 0.03% +266,401 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: 108,482 shares; 2024Q4: 181,620 shares; 2025Q1: 183,666 shares; 2025Q2: 180,809 shares; 2025Q3: 179,919 shares 179,919 $20.6M 0.03% -890 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634,029 shares; 2025Q3: 788,303 shares 788,303 $20.6M 0.03% +154,274 Timeline VONE 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: 76,153 shares; 2024Q4: 83,534 shares; 2025Q1: 85,553 shares; 2025Q2: 69,130 shares; 2025Q3: 67,737 shares 67,737 $20.5M 0.03% -1,393 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: 61,426 shares; 2024Q4: 64,077 shares; 2025Q1: 69,065 shares; 2025Q2: 82,283 shares; 2025Q3: 88,772 shares 88,772 $20.4M 0.03% +6,489 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: 167,822 shares; 2024Q4: 155,316 shares; 2025Q1: 157,659 shares; 2025Q2: 173,476 shares; 2025Q3: 244,076 shares 244,076 $20M 0.03% +70,600 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: 77,628 shares; 2024Q4: 70,987 shares; 2025Q1: 76,235 shares; 2025Q2: 235,706 shares; 2025Q3: 198,223 shares 198,223 $20M 0.03% -37,483 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: not reported; 2024Q4: 150,299 shares; 2025Q1: 175,296 shares; 2025Q2: 146,903 shares; 2025Q3: 175,843 shares 175,843 $19.8M 0.03% +28,940 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: 212,550 shares; 2024Q4: 203,902 shares; 2025Q1: 195,123 shares; 2025Q2: 140,706 shares; 2025Q3: 116,391 shares 116,391 $19.7M 0.03% -24,315 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: 278,438 shares; 2024Q4: 255,634 shares; 2025Q1: 235,437 shares; 2025Q2: 232,356 shares; 2025Q3: 260,312 shares 260,312 $19.7M 0.03% +27,956 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,146 shares; 2024Q4: 47,863 shares; 2025Q1: 51,504 shares; 2025Q2: 72,354 shares; 2025Q3: 75,356 shares 75,356 $19.6M 0.03% +3,002 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: 242,011 shares; 2024Q4: 240,005 shares; 2025Q1: 230,562 shares; 2025Q2: 226,232 shares; 2025Q3: 172,293 shares 172,293 $19.6M 0.03% -53,939 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: 112,258 shares; 2024Q4: 85,885 shares; 2025Q1: 101,119 shares; 2025Q2: 105,116 shares; 2025Q3: 114,759 shares 114,759 $19.6M 0.03% +9,643 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,551 shares 145,551 $19.6M 0.03% new Timeline SMMV 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: 759,957 shares; 2024Q4: 594,029 shares; 2025Q1: 543,332 shares; 2025Q2: 497,382 shares; 2025Q3: 453,669 shares 453,669 $19.5M 0.03% -43,713 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: 1,023,083 shares; 2024Q4: 1,087,512 shares; 2025Q1: 1,008,813 shares; 2025Q2: 985,860 shares; 2025Q3: 828,833 shares 828,833 $19.5M 0.03% -157,027 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: 88,513 shares; 2024Q4: 75,667 shares; 2025Q1: 72,601 shares; 2025Q2: 82,288 shares; 2025Q3: 92,298 shares 92,298 $19.4M 0.03% +10,010 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: 930,122 shares; 2024Q4: 740,180 shares; 2025Q1: 845,349 shares; 2025Q2: 781,228 shares; 2025Q3: 761,985 shares 761,985 $19.4M 0.03% -19,243 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,419 shares; 2025Q3: 323,614 shares 323,614 $19.4M 0.03% +121,195 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,585 shares; 2024Q4: 73,770 shares; 2025Q1: 76,502 shares; 2025Q2: 105,663 shares; 2025Q3: 115,823 shares 115,823 $19.3M 0.03% +10,160 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,965 shares; 2024Q4: 260,620 shares; 2025Q1: 261,612 shares; 2025Q2: 164,116 shares; 2025Q3: 196,284 shares 196,284 $19.3M 0.03% +32,168 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: 22,650 shares; 2024Q4: 22,162 shares; 2025Q1: 22,339 shares; 2025Q2: 20,657 shares; 2025Q3: 19,857 shares 19,857 $19.2M 0.03% -800 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: 271,107 shares; 2024Q4: 243,705 shares; 2025Q1: 236,210 shares; 2025Q2: 270,260 shares; 2025Q3: 355,082 shares 355,082 $19M 0.03% +84,822 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: 42,462 shares; 2024Q4: 47,926 shares; 2025Q1: 45,828 shares; 2025Q2: not reported; 2025Q3: 58,784 shares 58,784 $18.9M 0.03% new 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: 6,214,103 shares; 2024Q4: 278,273 shares; 2025Q1: 339,903 shares; 2025Q2: 262,896 shares; 2025Q3: 227,701 shares 227,701 $18.9M 0.03% -35,195 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,457 shares; 2024Q4: 86,258 shares; 2025Q1: 86,902 shares; 2025Q2: 109,357 shares; 2025Q3: 149,540 shares 149,540 $18.8M 0.03% +40,183 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,477 shares; 2025Q1: 44,852 shares; 2025Q2: 36,800 shares; 2025Q3: 420,519 shares 420,519 $18.7M 0.03% +383,719 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: 479,183 shares; 2024Q4: 456,847 shares; 2025Q1: 431,808 shares; 2025Q2: 424,687 shares; 2025Q3: 414,083 shares 414,083 $18.7M 0.03% -10,604 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: 53,193 shares; 2024Q4: 56,269 shares; 2025Q1: 46,894 shares; 2025Q2: 27,304 shares; 2025Q3: 67,646 shares 67,646 $18.5M 0.03% +40,342 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 4,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,183 shares 260,183 $18.5M 0.03% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,455 shares; 2025Q1: 141,965 shares; 2025Q2: 413,561 shares; 2025Q3: 421,397 shares 421,397 $18.4M 0.03% +7,836 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: 139,121 shares; 2024Q4: 134,522 shares; 2025Q1: 159,031 shares; 2025Q2: 153,040 shares; 2025Q3: 139,760 shares 139,760 $18.2M 0.03% -13,280 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: 89,697 shares; 2024Q4: 97,542 shares; 2025Q1: 101,195 shares; 2025Q2: 119,241 shares; 2025Q3: 104,207 shares 104,207 $18.2M 0.03% -15,034 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: 92,464 shares; 2024Q4: 86,781 shares; 2025Q1: 89,493 shares; 2025Q2: 92,092 shares; 2025Q3: 215,527 shares 215,527 $18M 0.03% +123,435 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: 10,703 shares; 2024Q4: 14,422 shares; 2025Q1: 17,326 shares; 2025Q2: 18,498 shares; 2025Q3: 19,562 shares 19,562 $18M 0.03% +1,064 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: 96,864 shares; 2024Q4: 110,684 shares; 2025Q1: 120,644 shares; 2025Q2: 141,092 shares; 2025Q3: 144,144 shares 144,144 $17.9M 0.03% +3,052 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: 423,161 shares; 2024Q4: 417,807 shares; 2025Q1: 399,769 shares; 2025Q2: 391,216 shares; 2025Q3: 263,496 shares 263,496 $17.9M 0.03% -127,720 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 13,152 shares; 2025Q1: 14,874 shares; 2025Q2: 24,384 shares; 2025Q3: 32,643 shares 32,643 $17.8M 0.03% +8,259 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 6,440 shares; 2025Q1: 4,916 shares; 2025Q2: 4,799 shares; 2025Q3: 266,868 shares 266,868 $17.8M 0.03% +262,069 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: 75,531 shares; 2024Q4: 68,521 shares; 2025Q1: 56,749 shares; 2025Q2: 67,059 shares; 2025Q3: 89,891 shares 89,891 $17.8M 0.03% +22,832 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,186 shares; 2024Q4: 69,152 shares; 2025Q1: 74,014 shares; 2025Q2: 84,605 shares; 2025Q3: 92,822 shares 92,822 $17.7M 0.03% +8,217 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: 379,803 shares; 2024Q4: 660,581 shares; 2025Q1: 889,280 shares; 2025Q2: 498,592 shares; 2025Q3: 481,909 shares 481,909 $17.5M 0.03% -16,683 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: 148,170 shares; 2024Q4: 145,759 shares; 2025Q1: 142,007 shares; 2025Q2: 134,906 shares; 2025Q3: 136,371 shares 136,371 $17.5M 0.03% +1,465 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: 144,160 shares; 2024Q4: 137,181 shares; 2025Q1: 251,467 shares; 2025Q2: 225,241 shares; 2025Q3: 286,056 shares 286,056 $17.4M 0.03% +60,815 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: 38,945 shares; 2024Q4: 37,543 shares; 2025Q1: 35,775 shares; 2025Q2: 37,934 shares; 2025Q3: 51,071 shares 51,071 $17.4M 0.03% +13,137 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: 57,779 shares; 2024Q4: 53,978 shares; 2025Q1: 58,889 shares; 2025Q2: 62,790 shares; 2025Q3: 64,011 shares 64,011 $17.3M 0.03% +1,221 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: not reported; 2024Q4: 121,385 shares; 2025Q1: 123,159 shares; 2025Q2: 104,637 shares; 2025Q3: 221,968 shares 221,968 $17.3M 0.03% +117,331 Timeline MDYV 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: 203,012 shares; 2024Q4: 216,903 shares; 2025Q1: 333,870 shares; 2025Q2: 205,712 shares; 2025Q3: 205,824 shares 205,824 $17.2M 0.03% +112 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: 70,159 shares; 2024Q4: 79,195 shares; 2025Q1: 127,130 shares; 2025Q2: 102,865 shares; 2025Q3: 108,332 shares 108,332 $17.1M 0.03% +5,467 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: 59,222 shares; 2024Q4: 56,637 shares; 2025Q1: 61,512 shares; 2025Q2: 65,455 shares; 2025Q3: 69,185 shares 69,185 $17M 0.03% +3,730 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: 57,650 shares; 2024Q4: 53,844 shares; 2025Q1: 56,470 shares; 2025Q2: 65,108 shares; 2025Q3: 70,966 shares 70,966 $17M 0.03% +5,858 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 6,749 shares; 2025Q1: 6,181 shares; 2025Q2: 6,872 shares; 2025Q3: 78,987 shares 78,987 $16.9M 0.03% +72,115 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: 345,836 shares; 2024Q4: 446,002 shares; 2025Q1: 344,300 shares; 2025Q2: 245,695 shares; 2025Q3: 532,950 shares 532,950 $16.9M 0.03% +287,255 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: 574,744 shares; 2024Q4: 602,519 shares; 2025Q1: 585,210 shares; 2025Q2: 602,350 shares; 2025Q3: 532,995 shares 532,995 $16.7M 0.03% -69,355 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: 90,146 shares; 2024Q4: 88,708 shares; 2025Q1: 90,899 shares; 2025Q2: 83,907 shares; 2025Q3: 80,881 shares 80,881 $16.7M 0.03% -3,026 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415,045 shares; 2025Q1: 381,739 shares; 2025Q2: 764,597 shares; 2025Q3: 713,205 shares 713,205 $16.6M 0.03% -51,392 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: 38,403 shares; 2024Q4: 24,536 shares; 2025Q1: 25,808 shares; 2025Q2: 30,236 shares; 2025Q3: 34,206 shares 34,206 $16.6M 0.03% +3,970 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: 52,505 shares; 2024Q4: 42,221 shares; 2025Q1: 43,667 shares; 2025Q2: 42,701 shares; 2025Q3: 46,801 shares 46,801 $16.5M 0.03% +4,100 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: 229,715 shares; 2024Q4: 211,770 shares; 2025Q1: 202,056 shares; 2025Q2: 191,538 shares; 2025Q3: 194,244 shares 194,244 $16.4M 0.03% +2,706 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852,338 shares; 2025Q3: 852,411 shares 852,411 $16.4M 0.03% +73 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: 118,235 shares; 2024Q4: 88,296 shares; 2025Q1: 97,806 shares; 2025Q2: 82,891 shares; 2025Q3: 81,942 shares 81,942 $16.1M 0.03% -949 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,208 shares; 2025Q2: 6,058 shares; 2025Q3: 276,827 shares 276,827 $16M 0.03% +270,769 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,642 shares; 2024Q4: 125,304 shares; 2025Q1: 172,727 shares; 2025Q2: 214,289 shares; 2025Q3: 253,113 shares 253,113 $16M 0.03% +38,824 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 175,669 shares; 2025Q1: 175,685 shares; 2025Q2: 343,225 shares; 2025Q3: 360,389 shares 360,389 $15.9M 0.03% +17,164 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,666 shares; 2024Q4: 94,156 shares; 2025Q1: 93,708 shares; 2025Q2: 96,983 shares; 2025Q3: 115,279 shares 115,279 $15.8M 0.03% +18,296 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,743 shares; 2024Q4: 52,403 shares; 2025Q1: 55,054 shares; 2025Q2: 62,317 shares; 2025Q3: 72,194 shares 72,194 $15.7M 0.03% +9,877 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: 57,110 shares; 2024Q4: 41,946 shares; 2025Q1: 40,276 shares; 2025Q2: 41,041 shares; 2025Q3: 52,178 shares 52,178 $15.7M 0.03% +11,137 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: 228,238 shares; 2024Q4: 414,431 shares; 2025Q1: 576,272 shares; 2025Q2: 411,806 shares; 2025Q3: 342,500 shares 342,500 $15.7M 0.03% -69,306 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: 35,743 shares; 2024Q4: 36,666 shares; 2025Q1: 33,470 shares; 2025Q2: 35,362 shares; 2025Q3: 34,173 shares 34,173 $15.6M 0.03% -1,189 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,284 shares; 2024Q4: 264,748 shares; 2025Q1: 265,169 shares; 2025Q2: 206,364 shares; 2025Q3: 232,368 shares 232,368 $15.5M 0.03% +26,004 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: 97,481 shares; 2024Q4: 107,828 shares; 2025Q1: 102,174 shares; 2025Q2: 138,266 shares; 2025Q3: 111,932 shares 111,932 $15.4M 0.03% -26,334 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: 3,627 shares; 2024Q4: 49,621 shares; 2025Q1: 50,410 shares; 2025Q2: 63,006 shares; 2025Q3: 66,996 shares 66,996 $15.4M 0.03% +3,990 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,031 shares; 2024Q4: 320,595 shares; 2025Q1: 389,615 shares; 2025Q2: 318,763 shares; 2025Q3: 304,507 shares 304,507 $15.4M 0.03% -14,256 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: 57,326 shares; 2024Q4: 55,575 shares; 2025Q1: 56,763 shares; 2025Q2: 53,181 shares; 2025Q3: 55,478 shares 55,478 $15.1M 0.03% +2,297 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,050 shares; 2024Q4: 255,051 shares; 2025Q1: 272,062 shares; 2025Q2: 280,371 shares; 2025Q3: 214,114 shares 214,114 $15.1M 0.03% -66,257 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: 16,588 shares; 2024Q4: 15,088 shares; 2025Q1: 20,149 shares; 2025Q2: 19,234 shares; 2025Q3: 25,104 shares 25,104 $15M 0.02% +5,870 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: not reported; 2024Q4: 57,553 shares; 2025Q1: 55,401 shares; 2025Q2: 50,797 shares; 2025Q3: 60,635 shares 60,635 $14.9M 0.02% +9,838 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: 35,025 shares; 2024Q4: 34,131 shares; 2025Q1: 39,602 shares; 2025Q2: 47,640 shares; 2025Q3: 74,099 shares 74,099 $14.9M 0.02% +26,459 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: 269,358 shares; 2024Q4: 260,745 shares; 2025Q1: 272,640 shares; 2025Q2: 236,078 shares; 2025Q3: 218,467 shares 218,467 $14.9M 0.02% -17,611 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: 103,563 shares; 2024Q4: 96,536 shares; 2025Q1: 91,023 shares; 2025Q2: 90,620 shares; 2025Q3: 105,671 shares 105,671 $14.8M 0.02% +15,051 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: 43,206 shares; 2024Q4: 38,955 shares; 2025Q1: 38,370 shares; 2025Q2: 67,874 shares; 2025Q3: 165,022 shares 165,022 $14.6M 0.02% +97,148 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 7,161 shares; 2025Q1: 7,138 shares; 2025Q2: 14,001 shares; 2025Q3: 121,136 shares 121,136 $14.5M 0.02% +107,135 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: 180,077 shares; 2024Q4: 126,266 shares; 2025Q1: 102,211 shares; 2025Q2: 70,922 shares; 2025Q3: 75,449 shares 75,449 $14.5M 0.02% +4,527 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,594 shares; 2025Q1: 136,484 shares; 2025Q2: 169,951 shares; 2025Q3: 189,732 shares 189,732 $14.5M 0.02% +19,781 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,760 shares; 2024Q4: 196,651 shares; 2025Q1: 176,670 shares; 2025Q2: 173,819 shares; 2025Q3: 251,531 shares 251,531 $14.5M 0.02% +77,712 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,078 shares; 2024Q4: 57,775 shares; 2025Q1: 44,151 shares; 2025Q2: 47,293 shares; 2025Q3: 70,881 shares 70,881 $14.3M 0.02% +23,588 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: 66,430 shares; 2024Q4: 16,797 shares; 2025Q1: 18,199 shares; 2025Q2: 27,117 shares; 2025Q3: 30,703 shares 30,703 $14.2M 0.02% +3,586 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: 68,131 shares; 2024Q4: 56,896 shares; 2025Q1: 54,515 shares; 2025Q2: 53,713 shares; 2025Q3: 53,052 shares 53,052 $14.2M 0.02% -661 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: 94,939 shares; 2024Q4: 376,751 shares; 2025Q1: 693,485 shares; 2025Q2: 277,236 shares; 2025Q3: 209,206 shares 209,206 $14.1M 0.02% -68,030 Timeline HYD 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: 44,376 shares; 2024Q4: 41,871 shares; 2025Q1: 41,506 shares; 2025Q2: 61,633 shares; 2025Q3: 277,083 shares 277,083 $14.1M 0.02% +215,450 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,883 shares; 2024Q4: 183,743 shares; 2025Q1: 208,724 shares; 2025Q2: 216,280 shares; 2025Q3: 197,926 shares 197,926 $14M 0.02% -18,354 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,525 shares; 2024Q4: 17,962 shares; 2025Q1: 23,312 shares; 2025Q2: 120,745 shares; 2025Q3: 168,602 shares 168,602 $13.9M 0.02% +47,857 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,728 shares; 2024Q4: 58,220 shares; 2025Q1: 58,597 shares; 2025Q2: 59,845 shares; 2025Q3: 65,467 shares 65,467 $13.7M 0.02% +5,622 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: 161,934 shares; 2024Q4: 183,795 shares; 2025Q1: 190,909 shares; 2025Q2: 128,643 shares; 2025Q3: 105,515 shares 105,515 $13.6M 0.02% -23,128 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,282 shares; 2024Q4: 82,808 shares; 2025Q1: 88,670 shares; 2025Q2: 93,078 shares; 2025Q3: 133,087 shares 133,087 $13.5M 0.02% +40,009 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,541 shares; 2024Q4: 43,135 shares; 2025Q1: 37,546 shares; 2025Q2: 51,211 shares; 2025Q3: 56,817 shares 56,817 $13.4M 0.02% +5,606 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: 58,443 shares; 2024Q4: 81,655 shares; 2025Q1: 79,494 shares; 2025Q2: 75,551 shares; 2025Q3: 119,696 shares 119,696 $13.3M 0.02% +44,145 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: 49,269 shares; 2024Q4: 48,373 shares; 2025Q1: 49,358 shares; 2025Q2: 39,857 shares; 2025Q3: 65,698 shares 65,698 $13.2M 0.02% +25,841 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 4,142 shares; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 161,332 shares 161,332 $13.2M 0.02% +158,598 Timeline SMLF 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: 273,529 shares; 2024Q4: 272,680 shares; 2025Q1: 208,023 shares; 2025Q2: 193,569 shares; 2025Q3: 177,187 shares 177,187 $13.2M 0.02% -16,382 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,222 shares; 2024Q4: 64,811 shares; 2025Q1: 176,117 shares; 2025Q2: 197,051 shares; 2025Q3: 231,247 shares 231,247 $13.1M 0.02% +34,196 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: 212,384 shares; 2024Q4: 186,704 shares; 2025Q1: 165,439 shares; 2025Q2: 169,110 shares; 2025Q3: 207,106 shares 207,106 $13.1M 0.02% +37,996 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: 373,752 shares; 2024Q4: 264,279 shares; 2025Q1: 265,374 shares; 2025Q2: 246,880 shares; 2025Q3: 288,285 shares 288,285 $13M 0.02% +41,405 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: 30,137 shares; 2024Q4: 45,906 shares; 2025Q1: 41,363 shares; 2025Q2: 39,747 shares; 2025Q3: 36,369 shares 36,369 $12.8M 0.02% -3,378 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: 56,778 shares; 2024Q4: 57,003 shares; 2025Q1: 57,767 shares; 2025Q2: 56,276 shares; 2025Q3: 44,219 shares 44,219 $12.7M 0.02% -12,057 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: 76,319 shares; 2024Q4: 40,850 shares; 2025Q1: 44,113 shares; 2025Q2: 46,925 shares; 2025Q3: 64,767 shares 64,767 $12.7M 0.02% +17,842 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,107 shares; 2024Q4: 84,201 shares; 2025Q1: 81,663 shares; 2025Q2: 80,057 shares; 2025Q3: 80,225 shares 80,225 $12.6M 0.02% +168 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: 27,524 shares; 2024Q4: 24,196 shares; 2025Q1: 24,607 shares; 2025Q2: 27,100 shares; 2025Q3: 25,557 shares 25,557 $12.6M 0.02% -1,543 Timeline POWA 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: 142,241 shares; 2024Q4: 136,584 shares; 2025Q1: 138,331 shares; 2025Q2: 137,641 shares; 2025Q3: 137,388 shares 137,388 $12.4M 0.02% -253 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955,288 shares; 2024Q4: 957,093 shares; 2025Q1: 1,041,802 shares; 2025Q2: 1,164,737 shares; 2025Q3: 1,179,588 shares 1,179,588 $12.4M 0.02% +14,851 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 11,841 shares; 2025Q1: 11,640 shares; 2025Q2: 14,073 shares; 2025Q3: 119,502 shares 119,502 $12.3M 0.02% +105,429 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,334 shares; 2024Q4: 49,518 shares; 2025Q1: 48,952 shares; 2025Q2: 38,922 shares; 2025Q3: 128,841 shares 128,841 $12.3M 0.02% +89,919 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: 379,409 shares; 2024Q4: 270,580 shares; 2025Q1: 321,269 shares; 2025Q2: 307,546 shares; 2025Q3: 230,813 shares 230,813 $12.2M 0.02% -76,733 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: 219,486 shares; 2024Q4: 22,607 shares; 2025Q1: 23,530 shares; 2025Q2: 24,134 shares; 2025Q3: 24,958 shares 24,958 $12.1M 0.02% +824 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: 24,716 shares; 2024Q4: 24,127 shares; 2025Q1: 39,477 shares; 2025Q2: 52,585 shares; 2025Q3: 86,249 shares 86,249 $11.9M 0.02% +33,664 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,269 shares; 2024Q4: 22,371 shares; 2025Q1: 20,527 shares; 2025Q2: 37,284 shares; 2025Q3: 41,306 shares 41,306 $11.9M 0.02% +4,022 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: 53,552 shares; 2024Q4: 47,256 shares; 2025Q1: 50,822 shares; 2025Q2: 48,441 shares; 2025Q3: 53,970 shares 53,970 $11.9M 0.02% +5,529 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,345 shares; 2024Q4: 54,619 shares; 2025Q1: 50,707 shares; 2025Q2: 50,087 shares; 2025Q3: 87,948 shares 87,948 $11.9M 0.02% +37,861 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,975 shares; 2024Q4: 13,494 shares; 2025Q1: 14,178 shares; 2025Q2: 14,174 shares; 2025Q3: 119,486 shares 119,486 $11.9M 0.02% +105,312 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: 381,690 shares; 2024Q4: 347,164 shares; 2025Q1: 347,849 shares; 2025Q2: 361,306 shares; 2025Q3: 333,829 shares 333,829 $11.9M 0.02% -27,477 Timeline ACWV 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: 82,187 shares; 2024Q4: 83,912 shares; 2025Q1: 79,911 shares; 2025Q2: 79,087 shares; 2025Q3: 97,991 shares 97,991 $11.8M 0.02% +18,904 Timeline SPTS 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: 18,801 shares; 2024Q4: 11,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,368 shares 400,368 $11.7M 0.02% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,674 shares; 2024Q4: 42,442 shares; 2025Q1: 37,951 shares; 2025Q2: 41,372 shares; 2025Q3: 120,979 shares 120,979 $11.7M 0.02% +79,607 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: 191,806 shares; 2024Q4: 193,565 shares; 2025Q1: 182,687 shares; 2025Q2: 184,035 shares; 2025Q3: 241,277 shares 241,277 $11.7M 0.02% +57,242 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,167 shares; 2024Q4: 95,194 shares; 2025Q1: 100,415 shares; 2025Q2: 107,488 shares; 2025Q3: 116,005 shares 116,005 $11.6M 0.02% +8,517 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: 114,354 shares; 2024Q4: 88,491 shares; 2025Q1: 59,314 shares; 2025Q2: 57,035 shares; 2025Q3: 85,587 shares 85,587 $11.6M 0.02% +28,552 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,681 shares; 2024Q4: 51,195 shares; 2025Q1: 47,801 shares; 2025Q2: 43,049 shares; 2025Q3: 44,685 shares 44,685 $11.6M 0.02% +1,636 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: 313,788 shares; 2024Q4: 6,606 shares; 2025Q1: 7,390 shares; 2025Q2: 28,487 shares; 2025Q3: 54,370 shares 54,370 $11.6M 0.02% +25,883 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: 40,687 shares; 2024Q4: 42,546 shares; 2025Q1: 43,068 shares; 2025Q2: 40,098 shares; 2025Q3: 38,911 shares 38,911 $11.6M 0.02% -1,187 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: 200,982 shares; 2024Q4: 142,966 shares; 2025Q1: 162,321 shares; 2025Q2: 174,109 shares; 2025Q3: 161,555 shares 161,555 $11.6M 0.02% -12,554 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,998 shares; 2024Q4: 60,871 shares; 2025Q1: 57,221 shares; 2025Q2: 64,230 shares; 2025Q3: 74,056 shares 74,056 $11.5M 0.02% +9,826 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994,330 shares; 2025Q3: 941,903 shares 941,903 $11.5M 0.02% -52,427 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,321 shares; 2025Q1: 9,806 shares; 2025Q2: 11,980 shares; 2025Q3: 40,938 shares 40,938 $11.4M 0.02% +28,958 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: 190,376 shares; 2024Q4: 174,870 shares; 2025Q1: 41,140 shares; 2025Q2: 33,349 shares; 2025Q3: 129,541 shares 129,541 $11.4M 0.02% +96,192 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,131 shares; 2024Q4: 10,767 shares; 2025Q1: 12,906 shares; 2025Q2: 12,840 shares; 2025Q3: 22,224 shares 22,224 $11.4M 0.02% +9,384 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: 29,541 shares; 2024Q4: 30,419 shares; 2025Q1: 29,395 shares; 2025Q2: 12,284 shares; 2025Q3: 270,725 shares 270,725 $11.4M 0.02% +258,441 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: 174,285 shares; 2024Q4: 102,038 shares; 2025Q1: 90,775 shares; 2025Q2: 89,635 shares; 2025Q3: 126,150 shares 126,150 $11.3M 0.02% +36,515 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,568 shares; 2024Q4: 81,466 shares; 2025Q1: 112,007 shares; 2025Q2: 169,589 shares; 2025Q3: 197,124 shares 197,124 $11.3M 0.02% +27,535 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: 125,191 shares; 2024Q4: 124,312 shares; 2025Q1: 123,541 shares; 2025Q2: 230,057 shares; 2025Q3: 229,249 shares 229,249 $11.2M 0.02% -808 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,179 shares; 2024Q4: 18,168 shares; 2025Q1: 15,286 shares; 2025Q2: 13,911 shares; 2025Q3: 124,951 shares 124,951 $11.2M 0.02% +111,040 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,548 shares; 2024Q4: 51,305 shares; 2025Q1: 59,417 shares; 2025Q2: 110,865 shares; 2025Q3: 125,373 shares 125,373 $11.1M 0.02% +14,508 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,916 shares; 2024Q4: 648,728 shares; 2025Q1: 554,789 shares; 2025Q2: 585,380 shares; 2025Q3: 575,143 shares 575,143 $11.1M 0.02% -10,237 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,610 shares; 2024Q4: 676,024 shares; 2025Q1: 538,050 shares; 2025Q2: 587,719 shares; 2025Q3: 642,283 shares 642,283 $10.9M 0.02% +54,564 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: 127,136 shares; 2024Q4: 70,401 shares; 2025Q1: 124,400 shares; 2025Q2: 133,481 shares; 2025Q3: 129,678 shares 129,678 $10.8M 0.02% -3,803 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: 2,255,101 shares; 2024Q4: 2,171,971 shares; 2025Q1: 2,464,751 shares; 2025Q2: 467,048 shares; 2025Q3: 428,594 shares 428,594 $10.8M 0.02% -38,454 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: 288,686 shares; 2024Q4: 411,024 shares; 2025Q1: 259,575 shares; 2025Q2: 320,900 shares; 2025Q3: 344,975 shares 344,975 $10.8M 0.02% +24,075 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: 36,865 shares; 2024Q4: 38,811 shares; 2025Q1: 41,652 shares; 2025Q2: 41,039 shares; 2025Q3: 36,680 shares 36,680 $10.8M 0.02% -4,359 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,630 shares; 2024Q4: 163,143 shares; 2025Q1: 175,476 shares; 2025Q2: 195,398 shares; 2025Q3: 165,968 shares 165,968 $10.7M 0.02% -29,430 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: not reported; 2024Q4: 1,990 shares; 2025Q1: 2,175 shares; 2025Q2: 2,174 shares; 2025Q3: 2,500 shares 2,500 $10.7M 0.02% +326 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: 65,719 shares; 2024Q4: 52,214 shares; 2025Q1: 70,975 shares; 2025Q2: 62,417 shares; 2025Q3: 75,528 shares 75,528 $10.7M 0.02% +13,111 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,539 shares; 2024Q4: 53,396 shares; 2025Q1: 113,800 shares; 2025Q2: 117,431 shares; 2025Q3: 129,426 shares 129,426 $10.6M 0.02% +11,995 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,022 shares; 2024Q4: 61,656 shares; 2025Q1: 52,061 shares; 2025Q2: 49,920 shares; 2025Q3: 60,830 shares 60,830 $10.5M 0.02% +10,910 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: 25,473 shares; 2024Q4: 20,831 shares; 2025Q1: 20,028 shares; 2025Q2: 19,441 shares; 2025Q3: 21,217 shares 21,217 $10.4M 0.02% +1,776 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,084 shares; 2025Q1: 18,543 shares; 2025Q2: 19,335 shares; 2025Q3: 24,899 shares 24,899 $10.3M 0.02% +5,564 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: 132,323 shares; 2024Q4: 132,817 shares; 2025Q1: 124,295 shares; 2025Q2: 123,449 shares; 2025Q3: 128,565 shares 128,565 $10.3M 0.02% +5,116 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: 83,334 shares; 2024Q4: 73,875 shares; 2025Q1: 89,758 shares; 2025Q2: 101,092 shares; 2025Q3: 105,143 shares 105,143 $10.3M 0.02% +4,051 Timeline DFSU 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: 7,072 shares; 2024Q4: 7,072 shares; 2025Q1: 33,891 shares; 2025Q2: 62,364 shares; 2025Q3: 240,084 shares 240,084 $10.2M 0.02% +177,720 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,213 shares; 2024Q4: 24,922 shares; 2025Q1: 25,699 shares; 2025Q2: 25,063 shares; 2025Q3: 36,165 shares 36,165 $10.2M 0.02% +11,102 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: 314,045 shares; 2024Q4: 546,256 shares; 2025Q1: 587,837 shares; 2025Q2: 369,145 shares; 2025Q3: 346,533 shares 346,533 $10.1M 0.02% -22,612 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,098 shares; 2024Q4: 305,011 shares; 2025Q1: 295,586 shares; 2025Q2: 310,926 shares; 2025Q3: 367,207 shares 367,207 $10M 0.02% +56,281 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 6,757 shares; 2025Q1: 6,318 shares; 2025Q2: 4,946 shares; 2025Q3: 33,577 shares 33,577 $9.95M 0.02% +28,631 Timeline BSJT 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: 355,146 shares; 2024Q4: 342,588 shares; 2025Q1: 351,183 shares; 2025Q2: 350,032 shares; 2025Q3: 460,818 shares 460,818 $9.94M 0.02% +110,786 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: not reported; 2024Q4: 160,124 shares; 2025Q1: 164,507 shares; 2025Q2: 135,497 shares; 2025Q3: 128,967 shares 128,967 $9.89M 0.02% -6,530 Timeline BSJR 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: 359,556 shares; 2024Q4: 357,059 shares; 2025Q1: 340,877 shares; 2025Q2: 332,394 shares; 2025Q3: 434,426 shares 434,426 $9.88M 0.02% +102,032 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: 134,370 shares; 2024Q4: 122,344 shares; 2025Q1: 120,110 shares; 2025Q2: 122,648 shares; 2025Q3: 158,122 shares 158,122 $9.88M 0.02% +35,474 Timeline DISV 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: 321,603 shares; 2024Q4: 298,248 shares; 2025Q1: 299,727 shares; 2025Q2: 279,263 shares; 2025Q3: 275,697 shares 275,697 $9.84M 0.02% -3,566 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 4,957 shares; 2025Q1: 53,933 shares; 2025Q2: 49,657 shares; 2025Q3: 61,008 shares 61,008 $9.82M 0.02% +11,351 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 103,733 shares; 2025Q2: 90,696 shares; 2025Q3: 94,755 shares 94,755 $9.81M 0.02% +4,059 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: 10,256 shares; 2024Q4: 14,419 shares; 2025Q1: 14,183 shares; 2025Q2: 20,466 shares; 2025Q3: 20,445 shares 20,445 $9.74M 0.02% -21 Timeline BSJS 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: 360,198 shares; 2024Q4: 354,561 shares; 2025Q1: 350,927 shares; 2025Q2: 341,181 shares; 2025Q3: 440,596 shares 440,596 $9.73M 0.02% +99,415 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: 28,182 shares; 2024Q4: 29,845 shares; 2025Q1: 30,107 shares; 2025Q2: 28,566 shares; 2025Q3: 30,108 shares 30,108 $9.64M 0.02% +1,542 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258,300 shares; 2025Q3: 367,194 shares 367,194 $9.61M 0.02% +108,894 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,998 shares; 2024Q4: 352,110 shares; 2025Q1: 335,111 shares; 2025Q2: 328,423 shares; 2025Q3: 409,781 shares 409,781 $9.59M 0.02% +81,358 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: 126,757 shares; 2024Q4: 126,145 shares; 2025Q1: 118,787 shares; 2025Q2: 112,023 shares; 2025Q3: 86,374 shares 86,374 $9.55M 0.02% -25,649 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315,015 shares; 2025Q3: 318,491 shares 318,491 $9.49M 0.02% +3,476 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: 112,468 shares; 2024Q4: 115,253 shares; 2025Q1: 85,355 shares; 2025Q2: 95,434 shares; 2025Q3: 125,740 shares 125,740 $9.48M 0.02% +30,306 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: 717,687 shares; 2024Q4: 627,711 shares; 2025Q1: 562,843 shares; 2025Q2: 592,427 shares; 2025Q3: 549,709 shares 549,709 $9.43M 0.02% -42,718 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,678 shares; 2024Q4: 39,762 shares; 2025Q1: 38,200 shares; 2025Q2: 45,873 shares; 2025Q3: 61,955 shares 61,955 $9.42M 0.02% +16,082 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,858 shares; 2024Q4: 35,026 shares; 2025Q1: 31,025 shares; 2025Q2: 56,010 shares; 2025Q3: 57,810 shares 57,810 $9.36M 0.02% +1,800 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,001 shares; 2025Q2: 1,504,839 shares; 2025Q3: 1,426,478 shares 1,426,478 $9.3M 0.02% -78,361 Timeline EMGF 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: 257,910 shares; 2024Q4: 241,156 shares; 2025Q1: 188,423 shares; 2025Q2: 173,106 shares; 2025Q3: 163,919 shares 163,919 $9.27M 0.02% -9,187 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,957 shares; 2025Q3: 126,052 shares 126,052 $9.27M 0.02% +112,095 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: 78,501 shares; 2024Q4: 70,183 shares; 2025Q1: 79,467 shares; 2025Q2: 54,099 shares; 2025Q3: 54,105 shares 54,105 $9.21M 0.02% +6 Timeline EEMV 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: 257,097 shares; 2024Q4: 238,902 shares; 2025Q1: 232,340 shares; 2025Q2: 225,925 shares; 2025Q3: 143,899 shares 143,899 $9.19M 0.02% -82,026 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: 47,205 shares; 2024Q4: 44,076 shares; 2025Q1: 46,779 shares; 2025Q2: 45,024 shares; 2025Q3: 62,560 shares 62,560 $9.15M 0.02% +17,536 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: 221,029 shares; 2024Q4: 194,018 shares; 2025Q1: 171,048 shares; 2025Q2: 168,903 shares; 2025Q3: 161,891 shares 161,891 $8.98M 0.01% -7,012 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,546 shares; 2024Q4: 135,076 shares; 2025Q1: 119,783 shares; 2025Q2: 108,897 shares; 2025Q3: 139,643 shares 139,643 $8.97M 0.01% +30,746 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,943 shares; 2024Q4: 242,987 shares; 2025Q1: 283,026 shares; 2025Q2: 320,623 shares; 2025Q3: 311,000 shares 311,000 $8.95M 0.01% -9,623 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,867 shares; 2024Q4: 244,375 shares; 2025Q1: 250,773 shares; 2025Q2: 240,427 shares; 2025Q3: 190,632 shares 190,632 $8.95M 0.01% -49,795 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,774 shares; 2024Q4: 89,703 shares; 2025Q1: 105,587 shares; 2025Q2: 119,992 shares; 2025Q3: 107,234 shares 107,234 $8.91M 0.01% -12,758 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,279 shares; 2024Q4: 121,941 shares; 2025Q1: 115,417 shares; 2025Q2: 189,599 shares; 2025Q3: 226,759 shares 226,759 $8.89M 0.01% +37,160 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,126 shares; 2024Q4: 59,837 shares; 2025Q1: 60,546 shares; 2025Q2: 81,187 shares; 2025Q3: 75,076 shares 75,076 $8.89M 0.01% -6,111 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,337 shares; 2024Q4: 50,603 shares; 2025Q1: 50,576 shares; 2025Q2: 39,470 shares; 2025Q3: 46,466 shares 46,466 $8.88M 0.01% +6,996 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: not reported; 2024Q4: 147,892 shares; 2025Q1: 223,520 shares; 2025Q2: 118,382 shares; 2025Q3: 88,942 shares 88,942 $8.85M 0.01% -29,440 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,988 shares; 2024Q4: 86,719 shares; 2025Q1: 89,487 shares; 2025Q2: 97,270 shares; 2025Q3: 107,457 shares 107,457 $8.85M 0.01% +10,187 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: 35,882 shares; 2024Q4: 26,047 shares; 2025Q1: 26,261 shares; 2025Q2: 29,254 shares; 2025Q3: 52,515 shares 52,515 $8.85M 0.01% +23,261 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,278 shares; 2024Q4: 131,323 shares; 2025Q1: 134,314 shares; 2025Q2: 135,743 shares; 2025Q3: 133,580 shares 133,580 $8.84M 0.01% -2,163 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,848 shares; 2024Q4: 240,960 shares; 2025Q1: 244,212 shares; 2025Q2: 246,232 shares; 2025Q3: 263,858 shares 263,858 $8.81M 0.01% +17,626 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: not reported; 2024Q4: 26,415 shares; 2025Q1: 26,579 shares; 2025Q2: 28,703 shares; 2025Q3: 28,110 shares 28,110 $8.79M 0.01% -593 Timeline