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: 643,723 shares; 2024Q4: 679,931 shares; 2025Q1: 676,201 shares; 2025Q2: 692,369 shares; 2025Q3: 711,837 shares 711,837 $361M 5.18% +19,468 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: 1,072,165 shares; 2024Q4: 1,135,029 shares; 2025Q1: 1,075,459 shares; 2025Q2: 1,108,491 shares; 2025Q3: 1,167,152 shares 1,167,152 $315M 4.52% +58,661 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: 595,999 shares; 2024Q4: 672,393 shares; 2025Q1: 1,125,020 shares; 2025Q2: 1,126,883 shares; 2025Q3: 1,169,815 shares 1,169,815 $228M 3.27% +42,932 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: 689,938 shares; 2024Q4: 732,060 shares; 2025Q1: 747,386 shares; 2025Q2: 756,149 shares; 2025Q3: 793,916 shares 793,916 $226M 3.24% +37,767 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: 403,341 shares; 2024Q4: 428,637 shares; 2025Q1: 370,388 shares; 2025Q2: 426,127 shares; 2025Q3: 394,708 shares 394,708 $142M 2.03% -31,419 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: 374,653 shares; 2024Q4: 406,308 shares; 2025Q1: 422,408 shares; 2025Q2: 438,509 shares; 2025Q3: 450,230 shares 450,230 $140M 2.01% +11,721 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: 191,853 shares; 2024Q4: 191,411 shares; 2025Q1: 187,125 shares; 2025Q2: 185,255 shares; 2025Q3: 199,452 shares 199,452 $135M 1.94% +14,197 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,427 shares; 2024Q4: 314,705 shares; 2025Q1: 539,283 shares; 2025Q2: 537,178 shares; 2025Q3: 539,721 shares 539,721 $135M 1.94% +2,543 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: 190,805 shares; 2024Q4: 201,274 shares; 2025Q1: 210,275 shares; 2025Q2: 199,456 shares; 2025Q3: 209,498 shares 209,498 $133M 1.91% +10,042 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: 657,331 shares; 2024Q4: 644,685 shares; 2025Q1: 545,261 shares; 2025Q2: 682,407 shares; 2025Q3: 676,733 shares 676,733 $97.7M 1.4% -5,674 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: 815,590 shares; 2024Q4: 860,011 shares; 2025Q1: 896,427 shares; 2025Q2: 954,894 shares; 2025Q3: 982,921 shares 982,921 $85.5M 1.23% +28,027 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: 374,574 shares; 2024Q4: 404,817 shares; 2025Q1: 432,241 shares; 2025Q2: 602,406 shares; 2025Q3: 619,690 shares 619,690 $76M 1.09% +17,284 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: 19,353 shares; 2024Q4: 20,270 shares; 2025Q1: 19,814 shares; 2025Q2: 20,566 shares; 2025Q3: 20,348 shares 20,348 $74.5M 1.07% -218 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: 159,455 shares; 2024Q4: 170,505 shares; 2025Q1: 180,119 shares; 2025Q2: 193,821 shares; 2025Q3: 197,401 shares 197,401 $73.8M 1.06% +3,580 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: 422,376 shares; 2025Q1: 429,235 shares; 2025Q2: 440,727 shares; 2025Q3: 440,001 shares 440,001 $72.6M 1.04% -726 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: 72,864 shares; 2024Q4: 78,121 shares; 2025Q1: 77,369 shares; 2025Q2: 54,302 shares; 2025Q3: 54,193 shares 54,193 $66.5M 0.95% -109 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: 188,702 shares; 2024Q4: 203,124 shares; 2025Q1: 212,552 shares; 2025Q2: 229,158 shares; 2025Q3: 304,522 shares 304,522 $66M 0.95% +75,364 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: 368,305 shares; 2024Q4: 377,238 shares; 2025Q1: 305,598 shares; 2025Q2: 329,205 shares; 2025Q3: 338,167 shares 338,167 $64M 0.92% +8,962 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: 392,250 shares; 2024Q4: 424,648 shares; 2025Q1: 431,838 shares; 2025Q2: 465,916 shares; 2025Q3: 486,464 shares 486,464 $61.1M 0.88% +20,548 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: 161,323 shares; 2024Q4: 173,277 shares; 2025Q1: 181,711 shares; 2025Q2: 191,453 shares; 2025Q3: 198,269 shares 198,269 $60.8M 0.87% +6,816 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: 162,615 shares; 2024Q4: 170,716 shares; 2025Q1: 169,340 shares; 2025Q2: 177,631 shares; 2025Q3: 178,251 shares 178,251 $60.6M 0.87% +620 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647,371 shares; 2024Q4: 1,837,821 shares; 2025Q1: 1,911,085 shares; 2025Q2: 2,042,152 shares; 2025Q3: 2,125,640 shares 2,125,640 $59.7M 0.86% +83,488 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: not reported; 2024Q4: not reported; 2025Q1: 240,028 shares; 2025Q2: 296,356 shares; 2025Q3: 334,959 shares 334,959 $58M 0.83% +38,603 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: 210,974 shares; 2024Q4: 214,325 shares; 2025Q1: 209,788 shares; 2025Q2: 205,890 shares; 2025Q3: 223,603 shares 223,603 $56.5M 0.81% +17,713 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: 115,541 shares; 2024Q4: 124,024 shares; 2025Q1: 114,238 shares; 2025Q2: 116,135 shares; 2025Q3: 115,089 shares 115,089 $55.2M 0.79% -1,046 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: 96,937 shares; 2024Q4: 100,155 shares; 2025Q1: 101,017 shares; 2025Q2: 106,332 shares; 2025Q3: 97,591 shares 97,591 $54M 0.77% -8,741 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: 74,296 shares; 2024Q4: 80,399 shares; 2025Q1: 68,705 shares; 2025Q2: 67,370 shares; 2025Q3: 57,388 shares 57,388 $53.1M 0.76% -9,982 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: 30,581 shares; 2024Q4: 119,859 shares; 2025Q1: 39,504 shares; 2025Q2: 119,407 shares; 2025Q3: 209,831 shares 209,831 $52.5M 0.75% +90,424 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: 424,130 shares; 2024Q4: 461,587 shares; 2025Q1: 576,564 shares; 2025Q2: 610,847 shares; 2025Q3: 621,134 shares 621,134 $50.3M 0.72% +10,287 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,700 shares; 2024Q4: 450,139 shares; 2025Q1: 502,900 shares; 2025Q2: 781,548 shares; 2025Q3: 909,803 shares 909,803 $49.1M 0.7% +128,255 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,452 shares; 2024Q4: 464,849 shares; 2025Q1: 570,735 shares; 2025Q2: 613,066 shares; 2025Q3: 627,289 shares 627,289 $49M 0.7% +14,223 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: 49,648 shares; 2024Q4: 50,836 shares; 2025Q1: 182,549 shares; 2025Q2: 186,648 shares; 2025Q3: 264,128 shares 264,128 $47.5M 0.68% +77,480 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: 291,118 shares; 2024Q4: 283,056 shares; 2025Q1: 275,306 shares; 2025Q2: 260,596 shares; 2025Q3: 254,429 shares 254,429 $47.1M 0.68% -6,167 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: 517,790 shares; 2024Q4: 571,311 shares; 2025Q1: 483,600 shares; 2025Q2: 491,692 shares; 2025Q3: 492,597 shares 492,597 $46.4M 0.66% +905 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,543 shares; 2024Q4: 478,519 shares; 2025Q1: 509,912 shares; 2025Q2: 547,058 shares; 2025Q3: 562,886 shares 562,886 $45.5M 0.65% +15,828 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: 166,959 shares; 2024Q4: 162,600 shares; 2025Q1: 143,994 shares; 2025Q2: 154,074 shares; 2025Q3: 156,184 shares 156,184 $45.1M 0.65% +2,110 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,586 shares; 2024Q4: 124,621 shares; 2025Q1: 118,450 shares; 2025Q2: 122,969 shares; 2025Q3: 123,913 shares 123,913 $44.5M 0.64% +944 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: 26,341 shares; 2024Q4: 23,348 shares; 2025Q1: 750,818 shares; 2025Q2: 976,106 shares; 2025Q3: 1,457,184 shares 1,457,184 $44M 0.63% +481,078 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: 187,554 shares; 2024Q4: 203,057 shares; 2025Q1: 218,332 shares; 2025Q2: 228,648 shares; 2025Q3: 235,947 shares 235,947 $43.9M 0.63% +7,299 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: 73,083 shares; 2024Q4: 82,196 shares; 2025Q1: 115,818 shares; 2025Q2: 130,899 shares; 2025Q3: 134,917 shares 134,917 $43.2M 0.62% +4,018 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,496 shares; 2024Q4: 1,095,712 shares; 2025Q1: 1,010,446 shares; 2025Q2: 954,198 shares; 2025Q3: 843,376 shares 843,376 $42.7M 0.61% -110,822 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,136 shares; 2024Q4: 202,170 shares; 2025Q1: 221,943 shares; 2025Q2: 237,232 shares; 2025Q3: 243,382 shares 243,382 $40.8M 0.58% +6,150 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: 93,192 shares; 2024Q4: 97,210 shares; 2025Q1: 103,552 shares; 2025Q2: 119,670 shares; 2025Q3: 122,054 shares 122,054 $40.7M 0.58% +2,384 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,470 shares; 2024Q4: 859,707 shares; 2025Q1: 897,009 shares; 2025Q2: 956,991 shares; 2025Q3: 986,242 shares 986,242 $40.7M 0.58% +29,251 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: 191,256 shares; 2024Q4: 191,273 shares; 2025Q1: 184,312 shares; 2025Q2: 200,451 shares; 2025Q3: 208,401 shares 208,401 $38.8M 0.56% +7,950 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: 134,802 shares; 2024Q4: 146,627 shares; 2025Q1: 238,735 shares; 2025Q2: 253,923 shares; 2025Q3: 356,650 shares 356,650 $37.5M 0.54% +102,727 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,705 shares; 2024Q4: 381,206 shares; 2025Q1: 378,524 shares; 2025Q2: 401,591 shares; 2025Q3: 400,165 shares 400,165 $34.4M 0.49% -1,426 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: 31,200 shares; 2024Q4: 32,293 shares; 2025Q1: 46,812 shares; 2025Q2: 45,450 shares; 2025Q3: 53,814 shares 53,814 $33.5M 0.48% +8,364 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,844 shares; 2024Q4: 888,762 shares; 2025Q1: 943,757 shares; 2025Q2: 1,011,505 shares; 2025Q3: 1,042,659 shares 1,042,659 $33.2M 0.48% +31,154 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,735 shares; 2024Q4: 226,860 shares; 2025Q1: 234,338 shares; 2025Q2: 370,005 shares; 2025Q3: 381,368 shares 381,368 $32.4M 0.47% +11,363 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: 1,162,451 shares; 2024Q4: 1,200,087 shares; 2025Q1: 1,140,732 shares; 2025Q2: 1,044,514 shares; 2025Q3: 699,202 shares 699,202 $31M 0.44% -345,312 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,863 shares; 2024Q4: 515,312 shares; 2025Q1: 465,809 shares; 2025Q2: 449,840 shares; 2025Q3: 342,114 shares 342,114 $30.3M 0.43% -107,726 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: 140,406 shares; 2024Q4: 137,322 shares; 2025Q1: 120,326 shares; 2025Q2: 117,804 shares; 2025Q3: 116,924 shares 116,924 $29.7M 0.43% -880 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,726 shares; 2024Q4: 167,562 shares; 2025Q1: 233,907 shares; 2025Q2: 246,991 shares; 2025Q3: 295,988 shares 295,988 $29.6M 0.42% +48,997 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: 249,279 shares; 2024Q4: 152,663 shares; 2025Q1: 135,238 shares; 2025Q2: 245,498 shares; 2025Q3: 334,333 shares 334,333 $29.3M 0.42% +88,835 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: 43,624 shares; 2024Q4: 46,946 shares; 2025Q1: 49,506 shares; 2025Q2: 51,845 shares; 2025Q3: 57,832 shares 57,832 $27.4M 0.39% +5,987 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: 152,959 shares; 2024Q4: 158,915 shares; 2025Q1: 110,033 shares; 2025Q2: 112,527 shares; 2025Q3: 113,028 shares 113,028 $27.2M 0.39% +501 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: 45,318 shares; 2024Q4: 46,400 shares; 2025Q1: 51,763 shares; 2025Q2: 54,065 shares; 2025Q3: 57,527 shares 57,527 $26.6M 0.38% +3,462 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: 58,702 shares; 2024Q4: 58,520 shares; 2025Q1: 81,725 shares; 2025Q2: 83,232 shares; 2025Q3: 81,464 shares 81,464 $25.5M 0.37% -1,768 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: 246,441 shares; 2024Q4: 272,029 shares; 2025Q1: 289,697 shares; 2025Q2: 362,155 shares; 2025Q3: 370,461 shares 370,461 $25.4M 0.36% +8,306 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: 92,185 shares; 2024Q4: 107,764 shares; 2025Q1: 115,440 shares; 2025Q2: 120,412 shares; 2025Q3: 115,097 shares 115,097 $25M 0.36% -5,315 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,771 shares; 2025Q2: 424,089 shares; 2025Q3: 463,479 shares 463,479 $25M 0.36% +39,390 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: 99,402 shares; 2024Q4: 94,282 shares; 2025Q1: 88,620 shares; 2025Q2: 89,883 shares; 2025Q3: 87,469 shares 87,469 $24.9M 0.36% -2,414 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,067 shares; 2025Q3: 316,754 shares 316,754 $24.7M 0.35% +28,687 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: 425,053 shares; 2024Q4: 430,341 shares; 2025Q1: 426,865 shares; 2025Q2: 438,874 shares; 2025Q3: 449,846 shares 449,846 $24.7M 0.35% +10,972 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: 54,008 shares; 2024Q4: 54,959 shares; 2025Q1: 67,962 shares; 2025Q2: 76,617 shares; 2025Q3: 83,827 shares 83,827 $24.6M 0.35% +7,210 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,160 shares; 2024Q4: 307,759 shares; 2025Q1: 299,453 shares; 2025Q2: 512,098 shares; 2025Q3: 531,112 shares 531,112 $24.5M 0.35% +19,014 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: 14,190 shares; 2024Q4: 14,061 shares; 2025Q1: 13,146 shares; 2025Q2: 14,079 shares; 2025Q3: 96,447 shares 96,447 $23.9M 0.34% +82,368 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: 12,717 shares; 2024Q4: 14,647 shares; 2025Q1: 14,164 shares; 2025Q2: 20,028 shares; 2025Q3: 34,737 shares 34,737 $23.7M 0.34% +14,709 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: 256,742 shares; 2024Q4: 334,720 shares; 2025Q1: 315,055 shares; 2025Q2: 190,715 shares; 2025Q3: 190,400 shares 190,400 $22.6M 0.32% -315 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,482 shares; 2024Q4: 87,992 shares; 2025Q1: 122,788 shares; 2025Q2: 340,744 shares; 2025Q3: 453,468 shares 453,468 $22.5M 0.32% +112,724 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: 137,712 shares; 2024Q4: 138,019 shares; 2025Q1: 105,898 shares; 2025Q2: 106,093 shares; 2025Q3: 102,840 shares 102,840 $22.2M 0.32% -3,253 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 6,952 shares; 2025Q1: 5,966 shares; 2025Q2: 90,761 shares; 2025Q3: 94,602 shares 94,602 $22M 0.31% +3,841 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: 126,447 shares; 2024Q4: 125,325 shares; 2025Q1: 134,366 shares; 2025Q2: 93,001 shares; 2025Q3: 92,715 shares 92,715 $21.7M 0.31% -286 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: 35,633 shares; 2024Q4: 40,370 shares; 2025Q1: 41,046 shares; 2025Q2: 43,169 shares; 2025Q3: 44,383 shares 44,383 $21.7M 0.31% +1,214 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: 168,754 shares; 2024Q4: 184,508 shares; 2025Q1: 249,470 shares; 2025Q2: 283,046 shares; 2025Q3: 271,150 shares 271,150 $21.3M 0.31% -11,896 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556,223 shares; 2024Q4: 2,472,073 shares; 2025Q1: 2,214,713 shares; 2025Q2: 1,903,635 shares; 2025Q3: 1,401,542 shares 1,401,542 $20.9M 0.3% -502,093 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,059,507 shares; 2025Q1: 2,133,721 shares; 2025Q2: 2,246,518 shares; 2025Q3: 2,367,603 shares 2,367,603 $20.7M 0.3% +121,085 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,036 shares; 2024Q4: 89,202 shares; 2025Q1: 90,068 shares; 2025Q2: 92,654 shares; 2025Q3: 94,291 shares 94,291 $20.2M 0.29% +1,637 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: 20,109 shares; 2024Q4: 21,721 shares; 2025Q1: 21,262 shares; 2025Q2: 20,661 shares; 2025Q3: 21,289 shares 21,289 $19.9M 0.29% +628 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: 28,414 shares; 2024Q4: 28,560 shares; 2025Q1: 29,178 shares; 2025Q2: 38,262 shares; 2025Q3: 38,856 shares 38,856 $19.2M 0.28% +594 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS 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: 2,212,025 shares; 2025Q3: 1,618,316 shares 1,618,316 $19.2M 0.28% -593,709 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,143 shares; 2024Q4: 148,695 shares; 2025Q1: 156,836 shares; 2025Q2: 167,389 shares; 2025Q3: 177,206 shares 177,206 $19.1M 0.27% +9,817 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: 79,522 shares; 2024Q4: 99,038 shares; 2025Q1: 237,180 shares; 2025Q2: 240,881 shares; 2025Q3: 278,211 shares 278,211 $18.9M 0.27% +37,330 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: 89,814 shares; 2024Q4: 92,111 shares; 2025Q1: 91,171 shares; 2025Q2: 93,951 shares; 2025Q3: 55,356 shares 55,356 $18.6M 0.27% -38,595 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514,074 shares; 2024Q4: 2,343,360 shares; 2025Q1: 2,125,287 shares; 2025Q2: 1,729,426 shares; 2025Q3: 1,256,200 shares 1,256,200 $18.1M 0.26% -473,226 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: 207,460 shares; 2024Q4: 347,240 shares; 2025Q1: 367,071 shares; 2025Q2: 220,159 shares; 2025Q3: 193,912 shares 193,912 $18M 0.26% -26,247 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: 29,816 shares; 2024Q4: 65,951 shares; 2025Q1: 66,413 shares; 2025Q2: 62,332 shares; 2025Q3: 83,573 shares 83,573 $17.8M 0.26% +21,241 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,123 shares; 2025Q1: 919 shares; 2025Q2: 995 shares; 2025Q3: 16,932 shares 16,932 $16.9M 0.24% +15,937 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: 16,845 shares; 2024Q4: 17,438 shares; 2025Q1: 16,816 shares; 2025Q2: 15,585 shares; 2025Q3: 15,234 shares 15,234 $16.7M 0.24% -351 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535,328 shares; 2025Q3: 988,922 shares 988,922 $16.6M 0.24% +453,594 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,399 shares; 2024Q4: 126,437 shares; 2025Q1: 159,293 shares; 2025Q2: 217,094 shares; 2025Q3: 267,453 shares 267,453 $15.8M 0.23% +50,359 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: 13,437 shares; 2024Q4: 17,439 shares; 2025Q1: 18,086 shares; 2025Q2: 21,604 shares; 2025Q3: 25,045 shares 25,045 $15.6M 0.22% +3,441 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: 144,947 shares; 2024Q4: 152,191 shares; 2025Q1: 162,332 shares; 2025Q2: 148,161 shares; 2025Q3: 150,307 shares 150,307 $15.3M 0.22% +2,146 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: 431,931 shares; 2024Q4: 428,364 shares; 2025Q1: 424,059 shares; 2025Q2: 184,176 shares; 2025Q3: 181,036 shares 181,036 $15.1M 0.22% -3,140 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: 185,491 shares; 2024Q4: 182,836 shares; 2025Q1: 209,663 shares; 2025Q2: 234,896 shares; 2025Q3: 246,295 shares 246,295 $15M 0.21% +11,399 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943,048 shares; 2025Q3: 1,337,850 shares 1,337,850 $14.7M 0.21% -605,198 Timeline VCLT 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: 255,413 shares; 2024Q4: 308,935 shares; 2025Q1: 315,226 shares; 2025Q2: 187,172 shares; 2025Q3: 183,217 shares 183,217 $14M 0.2% -3,955 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: 99,810 shares; 2024Q4: 127,487 shares; 2025Q1: 118,556 shares; 2025Q2: 112,219 shares; 2025Q3: 130,908 shares 130,908 $14M 0.2% +18,689 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: 156,408 shares; 2024Q4: 178,465 shares; 2025Q1: 101,109 shares; 2025Q2: 100,170 shares; 2025Q3: 96,615 shares 96,615 $13.5M 0.19% -3,555 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: 58,571 shares; 2024Q4: 55,671 shares; 2025Q1: 76,274 shares; 2025Q2: 73,216 shares; 2025Q3: 68,310 shares 68,310 $13.3M 0.19% -4,906 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: 84,185 shares; 2024Q4: 87,811 shares; 2025Q1: 80,448 shares; 2025Q2: 82,038 shares; 2025Q3: 92,160 shares 92,160 $13.2M 0.19% +10,122 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: 562,709 shares; 2024Q4: 364,677 shares; 2025Q1: 300,459 shares; 2025Q2: 168,096 shares; 2025Q3: 165,376 shares 165,376 $13.2M 0.19% -2,720 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: 13,371 shares; 2024Q4: 9,971 shares; 2025Q1: 10,436 shares; 2025Q2: 11,995 shares; 2025Q3: 12,507 shares 12,507 $13.1M 0.19% +512 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: 142,330 shares; 2024Q4: 135,252 shares; 2025Q1: 126,868 shares; 2025Q2: 74,479 shares; 2025Q3: 179,575 shares 179,575 $13M 0.19% +105,096 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538,872 shares; 2024Q4: 1,494,224 shares; 2025Q1: 1,412,939 shares; 2025Q2: 1,072,695 shares; 2025Q3: 794,303 shares 794,303 $13M 0.19% -278,392 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,737 shares; 2024Q4: 129,891 shares; 2025Q1: 211,911 shares; 2025Q2: 251,607 shares; 2025Q3: 247,267 shares 247,267 $12.5M 0.18% -4,340 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: 56,124 shares; 2024Q4: 57,277 shares; 2025Q1: 61,601 shares; 2025Q2: 75,724 shares; 2025Q3: 81,600 shares 81,600 $12.5M 0.18% +5,876 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: 471,137 shares; 2024Q4: 476,408 shares; 2025Q1: 500,506 shares; 2025Q2: 543,906 shares; 2025Q3: 585,922 shares 585,922 $12M 0.17% +42,016 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: 13,742 shares; 2024Q4: 13,614 shares; 2025Q1: 12,649 shares; 2025Q2: 13,104 shares; 2025Q3: 13,411 shares 13,411 $11.8M 0.17% +307 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: 47,137 shares; 2024Q4: 46,486 shares; 2025Q1: 46,285 shares; 2025Q2: 58,667 shares; 2025Q3: 35,537 shares 35,537 $11.6M 0.17% -23,130 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: 94,713 shares; 2024Q4: 81,408 shares; 2025Q1: 166,240 shares; 2025Q2: 175,456 shares; 2025Q3: 195,868 shares 195,868 $11.5M 0.16% +20,412 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: 6,036 shares; 2024Q4: 20,237 shares; 2025Q1: 104,929 shares; 2025Q2: 96,713 shares; 2025Q3: 151,437 shares 151,437 $11.4M 0.16% +54,724 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: 34,816 shares; 2024Q4: 33,700 shares; 2025Q1: 32,550 shares; 2025Q2: 33,065 shares; 2025Q3: 38,752 shares 38,752 $11.1M 0.16% +5,687 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: 8,865 shares; 2024Q4: 10,330 shares; 2025Q1: 10,478 shares; 2025Q2: 11,209 shares; 2025Q3: 13,943 shares 13,943 $11.1M 0.16% +2,734 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: 65,411 shares; 2024Q4: 71,843 shares; 2025Q1: 70,218 shares; 2025Q2: 71,952 shares; 2025Q3: 75,019 shares 75,019 $10.9M 0.16% +3,067 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: 143,939 shares; 2024Q4: 166,588 shares; 2025Q1: 167,186 shares; 2025Q2: 175,680 shares; 2025Q3: 167,995 shares 167,995 $10.9M 0.16% -7,685 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,917 shares; 2024Q4: 278,627 shares; 2025Q1: 180,801 shares; 2025Q2: 160,315 shares; 2025Q3: 117,996 shares 117,996 $10.3M 0.15% -42,319 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: 25,610 shares; 2024Q4: 87,541 shares; 2025Q1: 49,692 shares; 2025Q2: 48,770 shares; 2025Q3: 48,234 shares 48,234 $9.85M 0.14% -536 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,308 shares; 2024Q4: 160,515 shares; 2025Q1: 175,684 shares; 2025Q2: 199,340 shares; 2025Q3: 218,321 shares 218,321 $9.73M 0.14% +18,981 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: 132,706 shares; 2024Q4: 118,886 shares; 2025Q1: 119,483 shares; 2025Q2: 124,197 shares; 2025Q3: 134,767 shares 134,767 $9.72M 0.14% +10,570 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: 25,709 shares; 2024Q4: 24,179 shares; 2025Q1: 23,771 shares; 2025Q2: 24,475 shares; 2025Q3: 25,140 shares 25,140 $9.69M 0.14% +665 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: 17,490 shares; 2024Q4: 17,408 shares; 2025Q1: 17,445 shares; 2025Q2: 17,142 shares; 2025Q3: 17,490 shares 17,490 $9.59M 0.14% +348 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,207 shares; 2024Q4: 851,072 shares; 2025Q1: 992,440 shares; 2025Q2: 913,020 shares; 2025Q3: 566,165 shares 566,165 $9.49M 0.14% -346,855 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: 24,631 shares; 2024Q4: 26,102 shares; 2025Q1: 25,422 shares; 2025Q2: 24,751 shares; 2025Q3: 25,939 shares 25,939 $9.49M 0.14% +1,188 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,112 shares; 2024Q4: 251,127 shares; 2025Q1: 256,127 shares; 2025Q2: 255,472 shares; 2025Q3: 253,922 shares 253,922 $9.43M 0.14% -1,550 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: 45,523 shares; 2024Q4: 45,882 shares; 2025Q1: 45,945 shares; 2025Q2: 45,459 shares; 2025Q3: 44,882 shares 44,882 $9.38M 0.13% -577 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: 96,557 shares; 2024Q4: 108,212 shares; 2025Q1: 116,060 shares; 2025Q2: 108,557 shares; 2025Q3: 178,085 shares 178,085 $9.34M 0.13% +69,528 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,935 shares; 2024Q4: 62,027 shares; 2025Q1: 62,133 shares; 2025Q2: 67,442 shares; 2025Q3: 69,366 shares 69,366 $9.28M 0.13% +1,924 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: 225,716 shares; 2024Q4: 240,525 shares; 2025Q1: 247,344 shares; 2025Q2: 186,438 shares; 2025Q3: 56,180 shares 56,180 $9.23M 0.13% -130,258 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: 99,841 shares; 2024Q4: 63,801 shares; 2025Q1: 73,603 shares; 2025Q2: 77,596 shares; 2025Q3: 79,299 shares 79,299 $9.01M 0.13% +1,703 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: 23,165 shares; 2024Q4: 22,814 shares; 2025Q1: 22,882 shares; 2025Q2: 25,251 shares; 2025Q3: 24,094 shares 24,094 $8.83M 0.13% -1,157 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: 10,934 shares; 2024Q4: 12,020 shares; 2025Q1: 12,092 shares; 2025Q2: 11,869 shares; 2025Q3: 11,338 shares 11,338 $8.78M 0.13% -531 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: 93,544 shares; 2024Q4: 97,818 shares; 2025Q1: 139,070 shares; 2025Q2: 143,817 shares; 2025Q3: 151,991 shares 151,991 $8.75M 0.13% +8,174 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,825 shares; 2024Q4: 51,933 shares; 2025Q1: 45,290 shares; 2025Q2: 49,760 shares; 2025Q3: 53,549 shares 53,549 $8.72M 0.13% +3,789 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: 115,674 shares; 2024Q4: 116,408 shares; 2025Q1: 89,157 shares; 2025Q2: 97,235 shares; 2025Q3: 106,100 shares 106,100 $8.72M 0.12% +8,865 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,804 shares; 2024Q4: 39,367 shares; 2025Q1: 39,461 shares; 2025Q2: 123,853 shares; 2025Q3: 121,501 shares 121,501 $8.7M 0.12% -2,352 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: 15,592 shares; 2024Q4: 21,766 shares; 2025Q1: 21,962 shares; 2025Q2: 28,564 shares; 2025Q3: 34,658 shares 34,658 $8.63M 0.12% +6,094 Timeline XMHQ 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: 6,188 shares; 2024Q4: 89,406 shares; 2025Q1: 100,675 shares; 2025Q2: 95,404 shares; 2025Q3: 83,609 shares 83,609 $8.6M 0.12% -11,795 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: 59,150 shares; 2024Q4: 59,709 shares; 2025Q1: 61,429 shares; 2025Q2: 50,703 shares; 2025Q3: 57,142 shares 57,142 $8.48M 0.12% +6,439 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 76,877 shares; 2025Q3: 112,169 shares 112,169 $8.46M 0.12% +35,292 Timeline JTEK 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: 88,787 shares 88,787 $8.42M 0.12% new 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: 77,309 shares; 2024Q4: 76,181 shares; 2025Q1: 81,405 shares; 2025Q2: 84,826 shares; 2025Q3: 87,380 shares 87,380 $8.32M 0.12% +2,554 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,667 shares; 2025Q3: 67,985 shares 67,985 $8.24M 0.12% -23,682 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,738 shares; 2024Q4: 51,599 shares; 2025Q1: 50,861 shares; 2025Q2: 46,920 shares; 2025Q3: 39,366 shares 39,366 $8.12M 0.12% -7,554 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: 6,746 shares; 2025Q1: 6,701 shares; 2025Q2: 6,863 shares; 2025Q3: 7,530 shares 7,530 $8.08M 0.12% +667 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,669 shares; 2024Q4: 68,791 shares; 2025Q1: 40,149 shares; 2025Q2: 36,473 shares; 2025Q3: 21,394 shares 21,394 $8.01M 0.11% -15,079 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA 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: 228,226 shares 228,226 $7.93M 0.11% new 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: 32,687 shares; 2024Q4: 33,438 shares; 2025Q1: 79,668 shares; 2025Q2: 96,197 shares; 2025Q3: 91,002 shares 91,002 $7.93M 0.11% -5,195 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 350,507 shares; 2025Q3: 344,687 shares 344,687 $7.82M 0.11% -5,820 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: 81,680 shares; 2024Q4: 74,352 shares; 2025Q1: 76,881 shares; 2025Q2: 80,667 shares; 2025Q3: 83,135 shares 83,135 $7.79M 0.11% +2,468 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: 87,938 shares; 2024Q4: 93,175 shares; 2025Q1: 32,782 shares; 2025Q2: 33,896 shares; 2025Q3: 25,260 shares 25,260 $7.72M 0.11% -8,636 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: 50,075 shares; 2024Q4: 63,947 shares; 2025Q1: 49,179 shares; 2025Q2: 43,302 shares; 2025Q3: 41,011 shares 41,011 $7.68M 0.11% -2,291 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,455 shares; 2025Q1: 748,512 shares; 2025Q2: 695,513 shares; 2025Q3: 686,180 shares 686,180 $7.61M 0.11% -9,333 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: 31,929 shares; 2024Q4: 28,541 shares; 2025Q1: 31,012 shares; 2025Q2: 49,421 shares; 2025Q3: 54,249 shares 54,249 $7.53M 0.11% +4,828 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: 14,817 shares; 2024Q4: 19,969 shares; 2025Q1: 51,855 shares; 2025Q2: 25,052 shares; 2025Q3: 39,692 shares 39,692 $7.46M 0.11% +14,640 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: 17,086 shares; 2024Q4: 18,528 shares; 2025Q1: 16,846 shares; 2025Q2: 10,726 shares; 2025Q3: 11,861 shares 11,861 $7.32M 0.1% +1,135 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,871 shares; 2024Q4: 26,751 shares; 2025Q1: 23,025 shares; 2025Q2: 25,897 shares; 2025Q3: 30,262 shares 30,262 $7.19M 0.1% +4,365 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: 22,380 shares; 2024Q4: 21,151 shares; 2025Q1: 9,029 shares; 2025Q2: 8,950 shares; 2025Q3: 9,215 shares 9,215 $7.17M 0.1% +265 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,635 shares; 2024Q4: 226,440 shares; 2025Q1: 237,840 shares; 2025Q2: 237,065 shares; 2025Q3: 236,115 shares 236,115 $7.12M 0.1% -950 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 11,462 shares; 2025Q1: 15,453 shares; 2025Q2: 16,225 shares; 2025Q3: 17,454 shares 17,454 $7.1M 0.1% +1,229 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: 46,302 shares; 2025Q1: 53,434 shares; 2025Q2: 45,863 shares; 2025Q3: 50,332 shares 50,332 $7.07M 0.1% +4,469 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,856 shares; 2024Q4: 49,434 shares; 2025Q1: 52,685 shares; 2025Q2: 54,541 shares; 2025Q3: 42,583 shares 42,583 $7.02M 0.1% -11,958 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: 92,353 shares; 2024Q4: 95,968 shares; 2025Q1: 96,874 shares; 2025Q2: 95,389 shares; 2025Q3: 93,772 shares 93,772 $7.01M 0.1% -1,617 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: 171,500 shares; 2024Q4: 164,951 shares; 2025Q1: 106,800 shares; 2025Q2: 113,026 shares; 2025Q3: 123,255 shares 123,255 $6.97M 0.1% +10,229 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: 9,843 shares; 2024Q4: 23,054 shares; 2025Q1: 72,990 shares; 2025Q2: 83,434 shares; 2025Q3: 92,733 shares 92,733 $6.87M 0.1% +9,299 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: 64,866 shares; 2024Q4: 52,281 shares; 2025Q1: 56,605 shares; 2025Q2: 79,116 shares; 2025Q3: 82,272 shares 82,272 $6.82M 0.1% +3,156 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,631 shares; 2024Q4: 86,581 shares; 2025Q1: 92,545 shares; 2025Q2: 101,403 shares; 2025Q3: 112,445 shares 112,445 $6.73M 0.1% +11,042 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 31,676 shares; 2025Q1: 37,690 shares; 2025Q2: 41,062 shares; 2025Q3: 41,614 shares 41,614 $6.65M 0.1% +552 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT 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: 667,492 shares; 2025Q3: 615,617 shares 615,617 $6.59M 0.09% -51,875 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,545 shares; 2024Q4: 58,351 shares; 2025Q1: 66,812 shares; 2025Q2: 67,699 shares; 2025Q3: 76,050 shares 76,050 $6.48M 0.09% +8,351 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,605 shares; 2024Q4: 46,424 shares; 2025Q1: 61,198 shares; 2025Q2: 67,594 shares; 2025Q3: 72,657 shares 72,657 $6.47M 0.09% +5,063 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,867 shares; 2024Q4: 132,993 shares; 2025Q1: 133,687 shares; 2025Q2: 132,284 shares; 2025Q3: 129,725 shares 129,725 $6.24M 0.09% -2,559 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: 39,374 shares; 2024Q4: 38,371 shares; 2025Q1: 33,114 shares; 2025Q2: 33,128 shares; 2025Q3: 49,803 shares 49,803 $6.2M 0.09% +16,675 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: 44,135 shares; 2024Q4: 43,595 shares; 2025Q1: 47,304 shares; 2025Q2: 52,873 shares; 2025Q3: 62,699 shares 62,699 $6.2M 0.09% +9,826 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: 33,592 shares; 2024Q4: 30,654 shares; 2025Q1: 31,799 shares; 2025Q2: 31,818 shares; 2025Q3: 35,383 shares 35,383 $6.16M 0.09% +3,565 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL 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: 349,276 shares; 2025Q2: 229,639 shares; 2025Q3: 148,986 shares 148,986 $6.15M 0.09% -80,653 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,102 shares; 2024Q4: 53,483 shares; 2025Q1: 53,483 shares; 2025Q2: 52,853 shares; 2025Q3: 86,856 shares 86,856 $6.14M 0.09% +34,003 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,881 shares; 2024Q4: 122,813 shares; 2025Q1: 129,550 shares; 2025Q2: 128,105 shares; 2025Q3: 125,319 shares 125,319 $6.08M 0.09% -2,786 Timeline BAB 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: 180,130 shares; 2025Q1: 189,832 shares; 2025Q2: 203,271 shares; 2025Q3: 223,659 shares 223,659 $6.07M 0.09% +20,388 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: 13,167 shares; 2024Q4: 13,964 shares; 2025Q1: 11,338 shares; 2025Q2: 11,499 shares; 2025Q3: 10,607 shares 10,607 $6.02M 0.09% -892 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,290 shares; 2024Q4: 30,380 shares; 2025Q1: 30,569 shares; 2025Q2: 37,127 shares; 2025Q3: 36,309 shares 36,309 $6.02M 0.09% -818 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,299 shares; 2024Q4: 45,801 shares; 2025Q1: 49,704 shares; 2025Q2: 99,644 shares; 2025Q3: 100,038 shares 100,038 $5.97M 0.09% +394 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,757 shares; 2024Q4: 424,329 shares; 2025Q1: 348,262 shares; 2025Q2: 286,678 shares; 2025Q3: 230,792 shares 230,792 $5.94M 0.09% -55,886 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $5.89M 0.08% 0 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: 68,135 shares; 2024Q4: 68,586 shares; 2025Q1: 62,292 shares; 2025Q2: 142,743 shares; 2025Q3: 138,722 shares 138,722 $5.78M 0.08% -4,021 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,096 shares; 2024Q4: 23,619 shares; 2025Q1: 24,188 shares; 2025Q2: 27,217 shares; 2025Q3: 29,275 shares 29,275 $5.72M 0.08% +2,058 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: 44,976 shares; 2024Q4: 36,782 shares; 2025Q1: 31,933 shares; 2025Q2: 30,843 shares; 2025Q3: 34,955 shares 34,955 $5.72M 0.08% +4,112 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,094 shares; 2024Q4: 97,613 shares; 2025Q1: 98,613 shares; 2025Q2: 97,403 shares; 2025Q3: 95,617 shares 95,617 $5.71M 0.08% -1,786 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: 15,192 shares; 2024Q4: 21,862 shares; 2025Q1: 18,406 shares; 2025Q2: 18,512 shares; 2025Q3: 23,231 shares 23,231 $5.68M 0.08% +4,719 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,181 shares; 2024Q4: 38,135 shares; 2025Q1: 52,751 shares; 2025Q2: 51,093 shares; 2025Q3: 50,995 shares 50,995 $5.63M 0.08% -98 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,743 shares; 2024Q4: 60,577 shares; 2025Q1: 60,514 shares; 2025Q2: 60,157 shares; 2025Q3: 58,283 shares 58,283 $5.62M 0.08% -1,874 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,553 shares; 2024Q4: 42,177 shares; 2025Q1: 39,763 shares; 2025Q2: 41,052 shares; 2025Q3: 40,631 shares 40,631 $5.61M 0.08% -421 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: 7,046 shares; 2024Q4: 6,780 shares; 2025Q1: 6,401 shares; 2025Q2: 6,315 shares; 2025Q3: 6,428 shares 6,428 $5.43M 0.08% +113 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: 81,737 shares; 2024Q4: 85,770 shares; 2025Q1: 60,920 shares; 2025Q2: 55,238 shares; 2025Q3: 64,291 shares 64,291 $5.43M 0.08% +9,053 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 63,101 shares 63,101 $5.41M 0.08% new 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: 89,724 shares; 2024Q4: 89,152 shares; 2025Q1: 91,954 shares; 2025Q2: 90,988 shares; 2025Q3: 79,805 shares 79,805 $5.4M 0.08% -11,183 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: 8,802 shares; 2024Q4: 9,193 shares; 2025Q1: 8,917 shares; 2025Q2: 10,389 shares; 2025Q3: 10,238 shares 10,238 $5.25M 0.08% -151 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: 50,446 shares; 2024Q4: 14,509 shares; 2025Q1: 16,094 shares; 2025Q2: 17,437 shares; 2025Q3: 17,593 shares 17,593 $5.19M 0.07% +156 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,620 shares; 2024Q4: 156,675 shares; 2025Q1: 125,907 shares; 2025Q2: 131,760 shares; 2025Q3: 131,543 shares 131,543 $5.18M 0.07% -217 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: 1,784 shares; 2024Q4: 2,929 shares; 2025Q1: 3,348 shares; 2025Q2: 2,269 shares; 2025Q3: 8,162 shares 8,162 $5.06M 0.07% +5,893 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,722 shares; 2024Q4: 194,789 shares; 2025Q1: 130,354 shares; 2025Q2: 114,899 shares; 2025Q3: 69,225 shares 69,225 $5.06M 0.07% -45,674 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: 15,859 shares; 2024Q4: 15,743 shares; 2025Q1: 15,622 shares; 2025Q2: 17,756 shares; 2025Q3: 17,997 shares 17,997 $5.05M 0.07% +241 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 14,117 shares; 2025Q1: 37,277 shares; 2025Q2: 36,661 shares; 2025Q3: 33,983 shares 33,983 $4.99M 0.07% -2,678 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,691 shares; 2024Q4: 32,815 shares; 2025Q1: 31,357 shares; 2025Q2: 29,188 shares; 2025Q3: 29,280 shares 29,280 $4.97M 0.07% +92 Timeline VUSB 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: 352,306 shares; 2024Q4: 316,120 shares; 2025Q1: 165,329 shares; 2025Q2: 93,024 shares; 2025Q3: 99,725 shares 99,725 $4.97M 0.07% +6,701 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC 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: 11,206 shares; 2025Q2: 42,765 shares; 2025Q3: 77,187 shares 77,187 $4.95M 0.07% +34,422 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,934 shares; 2024Q4: 45,433 shares; 2025Q1: 82,842 shares; 2025Q2: 90,706 shares; 2025Q3: 89,229 shares 89,229 $4.95M 0.07% -1,477 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,958 shares; 2024Q4: 80,958 shares; 2025Q1: 68,172 shares; 2025Q2: 60,571 shares; 2025Q3: 60,571 shares 60,571 $4.93M 0.07% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,618 shares; 2024Q4: 19,448 shares; 2025Q1: 21,938 shares; 2025Q2: 21,532 shares; 2025Q3: 21,078 shares 21,078 $4.92M 0.07% -454 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: 16,274 shares; 2024Q4: 17,573 shares; 2025Q1: 13,879 shares; 2025Q2: 15,395 shares; 2025Q3: 18,819 shares 18,819 $4.91M 0.07% +3,424 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,787 shares; 2024Q4: 103,489 shares; 2025Q1: 88,019 shares; 2025Q2: 87,056 shares; 2025Q3: 81,748 shares 81,748 $4.9M 0.07% -5,308 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,694 shares; 2024Q4: 107,306 shares; 2025Q1: 250,208 shares; 2025Q2: 287,511 shares; 2025Q3: 379,608 shares 379,608 $4.85M 0.07% +92,097 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: 35,197 shares; 2024Q4: 36,193 shares; 2025Q1: 35,220 shares; 2025Q2: 32,378 shares; 2025Q3: 33,643 shares 33,643 $4.81M 0.07% +1,265 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,318 shares; 2024Q4: 380,084 shares; 2025Q1: 379,340 shares; 2025Q2: 379,340 shares; 2025Q3: 287,261 shares 287,261 $4.78M 0.07% -92,079 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,698 shares; 2024Q4: 92,329 shares; 2025Q1: 93,569 shares; 2025Q2: 272,213 shares; 2025Q3: 307,879 shares 307,879 $4.77M 0.07% +35,666 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: 22,446 shares; 2024Q4: 22,459 shares; 2025Q1: 22,423 shares; 2025Q2: 22,007 shares; 2025Q3: 23,608 shares 23,608 $4.73M 0.07% +1,601 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,288 shares; 2024Q4: 104,657 shares; 2025Q1: 68,214 shares; 2025Q2: 76,274 shares; 2025Q3: 89,192 shares 89,192 $4.72M 0.07% +12,918 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: 3,995 shares; 2024Q4: 12,030 shares; 2025Q1: 9,032 shares; 2025Q2: 10,117 shares; 2025Q3: 9,937 shares 9,937 $4.7M 0.07% -180 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,681 shares; 2024Q4: 152,981 shares; 2025Q1: 194,582 shares; 2025Q2: 214,832 shares; 2025Q3: 215,043 shares 215,043 $4.69M 0.07% +211 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: 46,738 shares; 2024Q4: 49,153 shares; 2025Q1: 47,081 shares; 2025Q2: 56,027 shares; 2025Q3: 62,874 shares 62,874 $4.67M 0.07% +6,847 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: 16,481 shares; 2024Q4: 16,396 shares; 2025Q1: 13,415 shares; 2025Q2: 13,420 shares; 2025Q3: 13,523 shares 13,523 $4.63M 0.07% +103 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 38,818 shares; 2025Q1: 33,872 shares; 2025Q2: 69,493 shares; 2025Q3: 99,440 shares 99,440 $4.59M 0.07% +29,947 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,493 shares; 2024Q4: 20,057 shares; 2025Q1: 19,259 shares; 2025Q2: 17,881 shares; 2025Q3: 17,941 shares 17,941 $4.58M 0.07% +60 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: 24,413 shares; 2024Q4: 24,300 shares; 2025Q1: 23,999 shares; 2025Q2: 21,588 shares; 2025Q3: 21,483 shares 21,483 $4.56M 0.07% -105 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,831 shares; 2025Q3: 90,695 shares 90,695 $4.55M 0.07% +19,864 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: 4,216 shares; 2024Q4: 3,547 shares; 2025Q1: 3,412 shares; 2025Q2: 47,664 shares; 2025Q3: 47,890 shares 47,890 $4.55M 0.07% +226 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: 8,590 shares; 2024Q4: 5,398 shares; 2025Q1: 5,620 shares; 2025Q2: 10,583 shares; 2025Q3: 11,511 shares 11,511 $4.54M 0.07% +928 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 14,016 shares; 2025Q1: 14,066 shares; 2025Q2: 9,456 shares; 2025Q3: 9,265 shares 9,265 $4.54M 0.07% -191 Timeline JBS JBS N.V. More: the full row for JBS 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: not reported; 2025Q2: 302,887 shares; 2025Q3: 330,206 shares 330,206 $4.47M 0.06% +27,319 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,571 shares; 2024Q4: 46,893 shares; 2025Q1: 46,107 shares; 2025Q2: 65,851 shares; 2025Q3: 65,289 shares 65,289 $4.41M 0.06% -562 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: 10,228 shares; 2024Q4: 10,221 shares; 2025Q1: 16,360 shares; 2025Q2: 16,637 shares; 2025Q3: 17,159 shares 17,159 $4.4M 0.06% +522 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,468 shares; 2024Q4: 18,056 shares; 2025Q1: 16,650 shares; 2025Q2: 15,481 shares; 2025Q3: 15,534 shares 15,534 $4.38M 0.06% +53 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,338 shares; 2024Q4: 39,583 shares; 2025Q1: 36,988 shares; 2025Q2: 61,391 shares; 2025Q3: 85,625 shares 85,625 $4.33M 0.06% +24,234 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: 11,446 shares; 2024Q4: 12,033 shares; 2025Q1: 11,598 shares; 2025Q2: 12,651 shares; 2025Q3: 15,596 shares 15,596 $4.31M 0.06% +2,945 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 5,269 shares; 2025Q1: 11,796 shares; 2025Q2: 48,563 shares; 2025Q3: 58,356 shares 58,356 $4.3M 0.06% +9,793 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: 13,863 shares; 2024Q4: 34,623 shares; 2025Q1: 33,472 shares; 2025Q2: 31,098 shares; 2025Q3: 28,158 shares 28,158 $4.29M 0.06% -2,940 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: 78,265 shares; 2024Q4: 68,916 shares; 2025Q1: 74,792 shares; 2025Q2: 77,696 shares; 2025Q3: 75,489 shares 75,489 $4.23M 0.06% -2,207 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 9,649 shares; 2025Q1: 9,185 shares; 2025Q2: 11,851 shares; 2025Q3: 9,631 shares 9,631 $4.15M 0.06% -2,220 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 21,081 shares; 2025Q1: 21,357 shares; 2025Q2: 19,549 shares; 2025Q3: 19,849 shares 19,849 $4.12M 0.06% +300 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: 21,264 shares; 2024Q4: 102,499 shares; 2025Q1: 101,421 shares; 2025Q2: 138,380 shares; 2025Q3: 145,991 shares 145,991 $4.1M 0.06% +7,611 Timeline CLOI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,881 shares; 2025Q3: 77,379 shares 77,379 $4.09M 0.06% -1,502 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 11,835 shares; 2025Q1: 11,863 shares; 2025Q2: 11,707 shares; 2025Q3: 11,428 shares 11,428 $4.09M 0.06% -279 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: 8,632 shares; 2024Q4: 8,618 shares; 2025Q1: 8,103 shares; 2025Q2: 14,119 shares; 2025Q3: 14,345 shares 14,345 $4.06M 0.06% +226 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: not reported; 2024Q4: not reported; 2025Q1: 40,222 shares; 2025Q2: 152,216 shares; 2025Q3: 151,399 shares 151,399 $4.05M 0.06% -817 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,912 shares; 2024Q4: 45,410 shares; 2025Q1: 45,643 shares; 2025Q2: 44,899 shares; 2025Q3: 44,238 shares 44,238 $4.02M 0.06% -661 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: not reported; 2024Q4: 753 shares; 2025Q1: 881 shares; 2025Q2: 834 shares; 2025Q3: 9,065 shares 9,065 $3.98M 0.06% +8,231 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: 31,393 shares; 2024Q4: 37,190 shares; 2025Q1: 38,617 shares; 2025Q2: 45,638 shares; 2025Q3: 48,461 shares 48,461 $3.93M 0.06% +2,823 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,533 shares; 2025Q1: 31,550 shares; 2025Q2: 31,822 shares; 2025Q3: 31,448 shares 31,448 $3.9M 0.06% -374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,567 shares; 2025Q3: 54,855 shares 54,855 $3.89M 0.06% +29,288 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,827 shares; 2024Q4: 62,230 shares; 2025Q1: 63,958 shares; 2025Q2: 62,290 shares; 2025Q3: 56,479 shares 56,479 $3.89M 0.06% -5,811 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: 45,262 shares; 2024Q4: 36,894 shares; 2025Q1: 35,280 shares; 2025Q2: 33,355 shares; 2025Q3: 36,230 shares 36,230 $3.85M 0.06% +2,875 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,286 shares; 2024Q4: 86,298 shares; 2025Q1: 85,547 shares; 2025Q2: 85,558 shares; 2025Q3: 88,286 shares 88,286 $3.83M 0.05% +2,728 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: 80,415 shares; 2024Q4: 38,379 shares; 2025Q1: 33,612 shares; 2025Q2: 33,634 shares; 2025Q3: 95,853 shares 95,853 $3.8M 0.05% +62,219 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: 24,272 shares; 2024Q4: 18,801 shares; 2025Q1: 24,314 shares; 2025Q2: 24,600 shares; 2025Q3: 25,808 shares 25,808 $3.77M 0.05% +1,208 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,472 shares; 2024Q4: 48,490 shares; 2025Q1: 47,326 shares; 2025Q2: 50,518 shares; 2025Q3: 50,684 shares 50,684 $3.75M 0.05% +166 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 13,679 shares; 2025Q1: 14,613 shares; 2025Q2: 14,925 shares; 2025Q3: 13,921 shares 13,921 $3.71M 0.05% -1,004 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: 96,504 shares; 2024Q4: 99,104 shares; 2025Q1: 95,640 shares; 2025Q2: 98,838 shares; 2025Q3: 99,007 shares 99,007 $3.69M 0.05% +169 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 26,602 shares; 2025Q1: 27,383 shares; 2025Q2: 31,558 shares; 2025Q3: 31,664 shares 31,664 $3.69M 0.05% +106 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,204 shares; 2024Q4: 52,101 shares; 2025Q1: 49,788 shares; 2025Q2: 46,318 shares; 2025Q3: 47,082 shares 47,082 $3.69M 0.05% +764 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,248 shares; 2024Q4: 82,711 shares; 2025Q1: 88,110 shares; 2025Q2: 97,075 shares; 2025Q3: 119,102 shares 119,102 $3.68M 0.05% +22,027 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,790 shares; 2024Q4: 24,533 shares; 2025Q1: 23,524 shares; 2025Q2: 21,886 shares; 2025Q3: 21,957 shares 21,957 $3.66M 0.05% +71 Timeline RPG 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: 82,015 shares; 2024Q4: 78,920 shares; 2025Q1: 77,833 shares; 2025Q2: 78,929 shares; 2025Q3: 78,619 shares 78,619 $3.66M 0.05% -310 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,397 shares; 2024Q4: 51,010 shares; 2025Q1: 58,019 shares; 2025Q2: 64,218 shares; 2025Q3: 78,003 shares 78,003 $3.64M 0.05% +13,785 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: 10,770 shares; 2024Q4: 10,493 shares; 2025Q1: 5,393 shares; 2025Q2: 5,744 shares; 2025Q3: 5,550 shares 5,550 $3.64M 0.05% -194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,494 shares; 2025Q3: 44,967 shares 44,967 $3.62M 0.05% -2,527 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 6,381 shares; 2025Q1: 5,970 shares; 2025Q2: 6,017 shares; 2025Q3: 6,336 shares 6,336 $3.61M 0.05% +319 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 13,586 shares; 2025Q1: 15,551 shares; 2025Q2: 15,318 shares; 2025Q3: 14,186 shares 14,186 $3.59M 0.05% -1,132 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,723 shares; 2024Q4: 79,942 shares; 2025Q1: 91,901 shares; 2025Q2: 74,389 shares; 2025Q3: 58,318 shares 58,318 $3.57M 0.05% -16,071 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: 35,299 shares; 2024Q4: 34,393 shares; 2025Q1: 37,292 shares; 2025Q2: 35,320 shares; 2025Q3: 47,783 shares 47,783 $3.57M 0.05% +12,463 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: 14,458 shares; 2024Q4: 14,187 shares; 2025Q1: 13,005 shares; 2025Q2: 12,906 shares; 2025Q3: 13,694 shares 13,694 $3.55M 0.05% +788 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: 284,460 shares; 2024Q4: 281,660 shares; 2025Q1: 248,026 shares; 2025Q2: 332,697 shares; 2025Q3: 346,584 shares 346,584 $3.54M 0.05% +13,887 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,192 shares; 2024Q4: 12,432 shares; 2025Q1: 12,655 shares; 2025Q2: 13,160 shares; 2025Q3: 12,823 shares 12,823 $3.54M 0.05% -337 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: 4,598 shares; 2024Q4: 4,286 shares; 2025Q1: 4,188 shares; 2025Q2: 4,512 shares; 2025Q3: 6,601 shares 6,601 $3.53M 0.05% +2,089 Timeline MLN 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: not reported; 2024Q4: 215,911 shares; 2025Q1: 201,222 shares; 2025Q2: 199,324 shares; 2025Q3: 200,220 shares 200,220 $3.52M 0.05% +896 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: 47,543 shares; 2024Q4: 40,774 shares; 2025Q1: 57,661 shares; 2025Q2: 34,572 shares; 2025Q3: 72,242 shares 72,242 $3.5M 0.05% +37,670 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: 19,081 shares; 2024Q4: 20,139 shares; 2025Q1: 18,163 shares; 2025Q2: 17,726 shares; 2025Q3: 18,994 shares 18,994 $3.5M 0.05% +1,268 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 902 shares; 2025Q3: 7,993 shares 7,993 $3.47M 0.05% +7,091 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,422 shares; 2025Q1: 5,446 shares; 2025Q2: 5,565 shares; 2025Q3: 5,673 shares 5,673 $3.46M 0.05% +108 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: 20,400 shares; 2024Q4: 21,793 shares; 2025Q1: 21,176 shares; 2025Q2: 20,757 shares; 2025Q3: 20,665 shares 20,665 $3.44M 0.05% -92 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,498 shares; 2024Q4: 6,346 shares; 2025Q1: 6,576 shares; 2025Q2: 7,630 shares; 2025Q3: 8,411 shares 8,411 $3.44M 0.05% +781 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: 8,688 shares; 2024Q4: 7,173 shares; 2025Q1: 7,150 shares; 2025Q2: 7,723 shares; 2025Q3: 7,270 shares 7,270 $3.44M 0.05% -453 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: 18,171 shares; 2024Q4: 20,353 shares; 2025Q1: 19,134 shares; 2025Q2: 16,542 shares; 2025Q3: 17,399 shares 17,399 $3.43M 0.05% +857 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: 108,586 shares; 2024Q4: 109,964 shares; 2025Q1: 76,694 shares; 2025Q2: 54,465 shares; 2025Q3: 60,635 shares 60,635 $3.42M 0.05% +6,170 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,573 shares; 2024Q4: 32,137 shares; 2025Q1: 31,901 shares; 2025Q2: 31,195 shares; 2025Q3: 18,354 shares 18,354 $3.41M 0.05% -12,841 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: 29,260 shares; 2024Q4: 81,501 shares; 2025Q1: 82,144 shares; 2025Q2: 133,249 shares; 2025Q3: 127,479 shares 127,479 $3.39M 0.05% -5,770 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,665 shares; 2024Q4: 211,665 shares; 2025Q1: 211,665 shares; 2025Q2: 211,665 shares; 2025Q3: 211,665 shares 211,665 $3.38M 0.05% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 10,163 shares; 2025Q1: 9,608 shares; 2025Q2: 16,255 shares; 2025Q3: 16,195 shares 16,195 $3.34M 0.05% -60 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: 5,107 shares; 2024Q4: 6,412 shares; 2025Q1: 6,128 shares; 2025Q2: 5,582 shares; 2025Q3: 5,848 shares 5,848 $3.33M 0.05% +266 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,208 shares; 2024Q4: 32,799 shares; 2025Q1: 33,224 shares; 2025Q2: 41,268 shares; 2025Q3: 67,303 shares 67,303 $3.3M 0.05% +26,035 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,389 shares; 2024Q4: 683,295 shares; 2025Q1: 788,597 shares; 2025Q2: 1,148,027 shares; 2025Q3: 1,252,221 shares 1,252,221 $3.29M 0.05% +104,194 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: 16,907 shares; 2024Q4: 17,287 shares; 2025Q1: 25,188 shares; 2025Q2: 26,052 shares; 2025Q3: 26,454 shares 26,454 $3.27M 0.05% +402 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,841 shares; 2024Q4: 30,215 shares; 2025Q1: 32,646 shares; 2025Q2: 31,913 shares; 2025Q3: 31,301 shares 31,301 $3.26M 0.05% -612 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 9,077 shares; 2025Q1: 8,708 shares; 2025Q2: 12,410 shares; 2025Q3: 11,509 shares 11,509 $3.26M 0.05% -901 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: 13,046 shares; 2024Q4: 13,462 shares; 2025Q1: 14,109 shares; 2025Q2: 13,111 shares; 2025Q3: 12,911 shares 12,911 $3.2M 0.05% -200 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: 9,474 shares; 2024Q4: 9,962 shares; 2025Q1: 11,019 shares; 2025Q2: 11,003 shares; 2025Q3: 10,479 shares 10,479 $3.2M 0.05% -524 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 14,712 shares; 2025Q3: 16,993 shares 16,993 $3.18M 0.05% +2,281 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: 29,658 shares; 2024Q4: 29,942 shares; 2025Q1: 27,170 shares; 2025Q2: 15,141 shares; 2025Q3: 15,141 shares 15,141 $3.17M 0.05% 0 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: 47,294 shares; 2024Q4: 48,515 shares; 2025Q1: 49,144 shares; 2025Q2: 53,425 shares; 2025Q3: 55,368 shares 55,368 $3.16M 0.05% +1,943 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,671 shares; 2024Q4: 727,491 shares; 2025Q1: 728,463 shares; 2025Q2: 323,809 shares; 2025Q3: 220,660 shares 220,660 $3.15M 0.05% -103,149 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,387 shares; 2024Q4: 41,210 shares; 2025Q1: 56,576 shares; 2025Q2: 56,745 shares; 2025Q3: 58,509 shares 58,509 $3.15M 0.05% +1,764 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: 52,135 shares; 2024Q4: 44,247 shares; 2025Q1: 44,067 shares; 2025Q2: 45,123 shares; 2025Q3: 45,575 shares 45,575 $3.12M 0.04% +452 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 26,078 shares; 2025Q1: 32,755 shares; 2025Q2: 32,137 shares; 2025Q3: 31,101 shares 31,101 $3.12M 0.04% -1,036 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 12,202 shares; 2025Q2: 13,147 shares; 2025Q3: 14,047 shares 14,047 $3.04M 0.04% +900 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: 75,597 shares; 2024Q4: 76,197 shares; 2025Q1: 142,840 shares; 2025Q2: 140,222 shares; 2025Q3: 179,014 shares 179,014 $3.03M 0.04% +38,792 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,958 shares; 2024Q4: 106,308 shares; 2025Q1: 121,408 shares; 2025Q2: 132,825 shares; 2025Q3: 216,714 shares 216,714 $3.02M 0.04% +83,889 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: 4,960 shares; 2024Q4: 4,545 shares; 2025Q1: 4,840 shares; 2025Q2: 6,074 shares; 2025Q3: 8,795 shares 8,795 $3.02M 0.04% +2,721 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: 2,792 shares; 2024Q4: 7,937 shares; 2025Q1: 7,911 shares; 2025Q2: 7,823 shares; 2025Q3: 7,830 shares 7,830 $3.01M 0.04% +7 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: 29,466 shares; 2024Q4: 30,955 shares; 2025Q1: 27,118 shares; 2025Q2: 26,174 shares; 2025Q3: 24,111 shares 24,111 $2.99M 0.04% -2,063 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,010 shares; 2024Q4: 14,355 shares; 2025Q1: 17,501 shares; 2025Q2: 20,675 shares; 2025Q3: 21,349 shares 21,349 $2.97M 0.04% +674 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,560 shares; 2024Q4: 49,741 shares; 2025Q1: 47,840 shares; 2025Q2: 45,241 shares; 2025Q3: 46,669 shares 46,669 $2.97M 0.04% +1,428 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 5,860 shares; 2025Q1: 4,430 shares; 2025Q2: 4,483 shares; 2025Q3: 11,092 shares 11,092 $2.94M 0.04% +6,609 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: 6,246 shares; 2024Q4: 6,140 shares; 2025Q1: 5,961 shares; 2025Q2: 6,604 shares; 2025Q3: 5,895 shares 5,895 $2.87M 0.04% -709 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: 5,655 shares; 2024Q4: 6,250 shares; 2025Q1: 8,528 shares; 2025Q2: 8,223 shares; 2025Q3: 7,785 shares 7,785 $2.78M 0.04% -438 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 62,500 shares; 2025Q1: 62,700 shares; 2025Q2: 57,700 shares; 2025Q3: 57,700 shares 57,700 $2.78M 0.04% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,166 shares; 2025Q2: 24,053 shares; 2025Q3: 24,053 shares 24,053 $2.77M 0.04% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 11,264 shares 11,264 $2.77M 0.04% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 5,187 shares; 2025Q1: 5,512 shares; 2025Q2: 5,953 shares; 2025Q3: 7,108 shares 7,108 $2.74M 0.04% +1,155 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,932 shares; 2024Q4: 30,098 shares; 2025Q1: 30,872 shares; 2025Q2: 30,403 shares; 2025Q3: 28,207 shares 28,207 $2.74M 0.04% -2,196 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,462 shares; 2025Q1: 7,552 shares; 2025Q2: 6,396 shares; 2025Q3: 7,997 shares 7,997 $2.73M 0.04% +1,601 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,031 shares; 2024Q4: 24,298 shares; 2025Q1: 32,144 shares; 2025Q2: 35,125 shares; 2025Q3: 39,505 shares 39,505 $2.73M 0.04% +4,380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,259 shares; 2025Q3: 94,496 shares 94,496 $2.73M 0.04% +6,237 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,377 shares; 2025Q1: 5,246 shares; 2025Q2: 38,974 shares; 2025Q3: 57,244 shares 57,244 $2.71M 0.04% +18,270 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: 14,604 shares; 2024Q4: 17,947 shares; 2025Q1: 18,735 shares; 2025Q2: 17,452 shares; 2025Q3: 16,211 shares 16,211 $2.68M 0.04% -1,241 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 20,383 shares; 2025Q1: 19,502 shares; 2025Q2: 20,667 shares; 2025Q3: 20,827 shares 20,827 $2.67M 0.04% +160 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: 4,780 shares; 2024Q4: 5,222 shares; 2025Q1: 5,381 shares; 2025Q2: 6,001 shares; 2025Q3: 6,337 shares 6,337 $2.65M 0.04% +336 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,657 shares; 2024Q4: 19,339 shares; 2025Q1: 22,772 shares; 2025Q2: 22,378 shares; 2025Q3: 21,283 shares 21,283 $2.64M 0.04% -1,095 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,647 shares; 2024Q4: 32,536 shares; 2025Q1: 30,574 shares; 2025Q2: 29,150 shares; 2025Q3: 28,394 shares 28,394 $2.62M 0.04% -756 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 7,120 shares; 2025Q1: 7,683 shares; 2025Q2: 8,288 shares; 2025Q3: 9,919 shares 9,919 $2.62M 0.04% +1,631 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,454 shares; 2024Q4: 9,534 shares; 2025Q1: 8,821 shares; 2025Q2: 7,280 shares; 2025Q3: 3,858 shares 3,858 $2.61M 0.04% -3,422 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: 3,152 shares; 2024Q4: 2,873 shares; 2025Q1: 4,828 shares; 2025Q2: 4,646 shares; 2025Q3: 4,653 shares 4,653 $2.6M 0.04% +7 Timeline DNL 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: 72,746 shares; 2024Q4: 66,964 shares; 2025Q1: 64,914 shares; 2025Q2: 63,368 shares; 2025Q3: 63,368 shares 63,368 $2.58M 0.04% 0 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: 15,685 shares; 2024Q4: 18,119 shares; 2025Q1: 19,726 shares; 2025Q2: 22,134 shares; 2025Q3: 25,109 shares 25,109 $2.55M 0.04% +2,975 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,119 shares; 2024Q4: 34,098 shares; 2025Q1: 33,263 shares; 2025Q2: 30,928 shares; 2025Q3: 31,045 shares 31,045 $2.55M 0.04% +117 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,321 shares; 2024Q4: 61,757 shares; 2025Q1: 62,479 shares; 2025Q2: 69,321 shares; 2025Q3: 90,399 shares 90,399 $2.54M 0.04% +21,078 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,286 shares; 2024Q4: 85,010 shares; 2025Q1: 111,891 shares; 2025Q2: 72,048 shares; 2025Q3: 70,187 shares 70,187 $2.5M 0.04% -1,861 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,839 shares; 2025Q1: 6,110 shares; 2025Q2: 5,984 shares; 2025Q3: 5,665 shares 5,665 $2.49M 0.04% -319 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,672 shares; 2024Q4: 288,372 shares; 2025Q1: 286,124 shares; 2025Q2: 295,639 shares; 2025Q3: 271,146 shares 271,146 $2.48M 0.04% -24,493 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: 21,555 shares; 2024Q4: 20,782 shares; 2025Q1: 17,074 shares; 2025Q2: 17,036 shares; 2025Q3: 16,954 shares 16,954 $2.47M 0.04% -82 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: 27,336 shares; 2024Q4: 25,350 shares; 2025Q1: 24,346 shares; 2025Q2: 27,309 shares; 2025Q3: 27,581 shares 27,581 $2.46M 0.04% +272 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: 14,857 shares; 2024Q4: 14,971 shares; 2025Q1: 15,233 shares; 2025Q2: 15,264 shares; 2025Q3: 15,339 shares 15,339 $2.45M 0.04% +75 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,213 shares; 2025Q1: 5,310 shares; 2025Q2: 5,957 shares; 2025Q3: 8,525 shares 8,525 $2.45M 0.04% +2,568 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 15,710 shares; 2025Q1: 22,837 shares; 2025Q2: 20,090 shares; 2025Q3: 20,571 shares 20,571 $2.45M 0.04% +481 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: 34,361 shares; 2024Q4: 34,720 shares; 2025Q1: 27,321 shares; 2025Q2: 11,588 shares; 2025Q3: 10,264 shares 10,264 $2.44M 0.03% -1,324 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: 8,211 shares; 2024Q4: 9,042 shares; 2025Q1: 8,784 shares; 2025Q2: 9,109 shares; 2025Q3: 9,081 shares 9,081 $2.43M 0.03% -28 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: 16,915 shares; 2024Q4: 16,692 shares; 2025Q1: 16,491 shares; 2025Q2: 16,885 shares; 2025Q3: 13,620 shares 13,620 $2.43M 0.03% -3,265 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,610 shares; 2024Q4: 456,249 shares; 2025Q1: 421,022 shares; 2025Q2: 429,735 shares; 2025Q3: 513,327 shares 513,327 $2.42M 0.03% +83,592 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,939 shares; 2024Q4: 21,508 shares; 2025Q1: 19,850 shares; 2025Q2: 26,763 shares; 2025Q3: 35,387 shares 35,387 $2.41M 0.03% +8,624 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: 27,484 shares; 2024Q4: 31,259 shares; 2025Q1: 10,071 shares; 2025Q2: 9,535 shares; 2025Q3: 9,303 shares 9,303 $2.38M 0.03% -232 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: 756 shares; 2024Q4: 1,208 shares; 2025Q1: 1,371 shares; 2025Q2: 4,882 shares; 2025Q3: 3,978 shares 3,978 $2.38M 0.03% -904 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,433 shares; 2024Q4: 21,865 shares; 2025Q1: 23,280 shares; 2025Q2: 22,048 shares; 2025Q3: 21,556 shares 21,556 $2.38M 0.03% -492 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: 27,273 shares; 2024Q4: 32,464 shares; 2025Q1: 12,738 shares; 2025Q2: 15,981 shares; 2025Q3: 14,871 shares 14,871 $2.38M 0.03% -1,110 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: 9,891 shares; 2024Q4: 8,185 shares; 2025Q1: 7,728 shares; 2025Q2: 8,554 shares; 2025Q3: 9,145 shares 9,145 $2.37M 0.03% +591 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,413 shares; 2024Q4: 14,401 shares; 2025Q1: 8,288 shares; 2025Q2: 7,902 shares; 2025Q3: 7,756 shares 7,756 $2.37M 0.03% -146 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: 19,952 shares; 2024Q4: 20,227 shares; 2025Q1: 22,504 shares; 2025Q2: 20,034 shares; 2025Q3: 19,620 shares 19,620 $2.36M 0.03% -414 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,921 shares; 2024Q4: 30,423 shares; 2025Q1: 34,318 shares; 2025Q2: 33,789 shares; 2025Q3: 32,042 shares 32,042 $2.36M 0.03% -1,747 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,150 shares; 2024Q4: 41,447 shares; 2025Q1: 9,308 shares; 2025Q2: 7,618 shares; 2025Q3: 5,648 shares 5,648 $2.36M 0.03% -1,970 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,367 shares; 2024Q4: 9,667 shares; 2025Q1: 9,248 shares; 2025Q2: 8,603 shares; 2025Q3: 8,629 shares 8,629 $2.35M 0.03% +26 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,163 shares; 2024Q4: 100,301 shares; 2025Q1: 95,965 shares; 2025Q2: 94,324 shares; 2025Q3: 94,655 shares 94,655 $2.34M 0.03% +331 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: 5,632 shares; 2024Q4: 8,157 shares; 2025Q1: 13,965 shares; 2025Q2: 14,725 shares; 2025Q3: 17,514 shares 17,514 $2.32M 0.03% +2,789 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,542 shares; 2024Q4: 48,542 shares; 2025Q1: 48,542 shares; 2025Q2: 55,119 shares; 2025Q3: 52,196 shares 52,196 $2.29M 0.03% -2,923 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: 16,029 shares; 2024Q4: 15,783 shares; 2025Q1: 16,415 shares; 2025Q2: 15,922 shares; 2025Q3: 15,417 shares 15,417 $2.28M 0.03% -505 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,829 shares; 2025Q2: 106,465 shares; 2025Q3: 106,718 shares 106,718 $2.27M 0.03% +253 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: 15,903 shares; 2024Q4: 15,903 shares; 2025Q1: 23,254 shares; 2025Q2: 28,387 shares; 2025Q3: 28,488 shares 28,488 $2.27M 0.03% +101 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,601 shares; 2024Q4: 48,221 shares; 2025Q1: 47,700 shares; 2025Q2: 46,536 shares; 2025Q3: 45,485 shares 45,485 $2.27M 0.03% -1,051 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,205 shares; 2025Q3: 18,256 shares 18,256 $2.26M 0.03% -949 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: 24,233 shares; 2024Q4: 28,389 shares; 2025Q1: 44,590 shares; 2025Q2: 44,697 shares; 2025Q3: 42,933 shares 42,933 $2.26M 0.03% -1,764 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,025 shares; 2024Q4: 106,355 shares; 2025Q1: 98,506 shares; 2025Q2: 94,072 shares; 2025Q3: 110,670 shares 110,670 $2.26M 0.03% +16,598 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,974 shares; 2024Q4: 57,979 shares; 2025Q1: 51,833 shares; 2025Q2: 52,252 shares; 2025Q3: 52,027 shares 52,027 $2.25M 0.03% -225 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,180 shares; 2024Q4: 37,180 shares; 2025Q1: 45,780 shares; 2025Q2: 41,946 shares; 2025Q3: 41,946 shares 41,946 $2.25M 0.03% 0 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: 16,178 shares; 2024Q4: 16,104 shares; 2025Q1: 16,451 shares; 2025Q2: 17,968 shares; 2025Q3: 16,130 shares 16,130 $2.24M 0.03% -1,838 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 24,028 shares; 2025Q1: 26,714 shares; 2025Q2: 24,831 shares; 2025Q3: 24,308 shares 24,308 $2.23M 0.03% -523 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: 15,927 shares; 2024Q4: 15,927 shares; 2025Q1: 14,978 shares; 2025Q2: 14,840 shares; 2025Q3: 15,303 shares 15,303 $2.22M 0.03% +463 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: 9,691 shares; 2024Q4: 8,718 shares; 2025Q1: 12,554 shares; 2025Q2: 13,489 shares; 2025Q3: 17,329 shares 17,329 $2.22M 0.03% +3,840 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 6,042 shares; 2025Q1: 7,116 shares; 2025Q2: 7,842 shares; 2025Q3: 6,822 shares 6,822 $2.22M 0.03% -1,020 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 9,795 shares; 2025Q1: 38,695 shares; 2025Q2: 38,846 shares; 2025Q3: 47,145 shares 47,145 $2.21M 0.03% +8,299 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: 40,351 shares; 2024Q4: 37,404 shares; 2025Q1: 38,745 shares; 2025Q2: 38,837 shares; 2025Q3: 37,350 shares 37,350 $2.19M 0.03% -1,487 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: 26,008 shares; 2024Q4: 21,413 shares; 2025Q1: 24,592 shares; 2025Q2: 24,566 shares; 2025Q3: 24,332 shares 24,332 $2.19M 0.03% -234 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,870 shares; 2024Q4: 16,543 shares; 2025Q1: 15,862 shares; 2025Q2: 14,820 shares; 2025Q3: 19,632 shares 19,632 $2.17M 0.03% +4,812 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: 4,543 shares; 2024Q4: 13,634 shares; 2025Q1: 50,408 shares; 2025Q2: 85,655 shares; 2025Q3: 82,651 shares 82,651 $2.16M 0.03% -3,004 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,503 shares; 2024Q4: 36,023 shares; 2025Q1: 36,702 shares; 2025Q2: 25,919 shares; 2025Q3: 35,217 shares 35,217 $2.15M 0.03% +9,298 MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,908 shares; 2024Q4: 853,858 shares; 2025Q1: 58,235 shares; 2025Q2: 52,187 shares; 2025Q3: 500,271 shares 500,271 $2.14M 0.03% +448,084 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: 13,818 shares; 2024Q4: 16,745 shares; 2025Q1: 19,399 shares; 2025Q2: 17,143 shares; 2025Q3: 23,018 shares 23,018 $2.14M 0.03% +5,875 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 618 shares; 2025Q1: 703 shares; 2025Q2: 3,848 shares; 2025Q3: 2,968 shares 2,968 $2.14M 0.03% -880 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 31,164 shares; 2025Q1: 29,854 shares; 2025Q2: 27,781 shares; 2025Q3: 27,873 shares 27,873 $2.1M 0.03% +92 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,194 shares; 2025Q1: 18,100 shares; 2025Q2: 16,297 shares; 2025Q3: 16,298 shares 16,298 $2.09M 0.03% +1 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 13,030 shares; 2025Q1: 11,959 shares; 2025Q2: 12,433 shares; 2025Q3: 11,651 shares 11,651 $2.09M 0.03% -782 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: 44,008 shares; 2024Q4: 41,551 shares; 2025Q1: 33,621 shares; 2025Q2: 30,965 shares; 2025Q3: 30,304 shares 30,304 $2.08M 0.03% -661 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: 67,311 shares; 2024Q4: 73,864 shares; 2025Q1: 62,656 shares; 2025Q2: 67,167 shares; 2025Q3: 83,919 shares 83,919 $2.06M 0.03% +16,752 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 3,893 shares; 2025Q1: 2,598 shares; 2025Q2: 2,463 shares; 2025Q3: 2,504 shares 2,504 $2.06M 0.03% +41 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,605 shares; 2024Q4: 243,546 shares; 2025Q1: 243,532 shares; 2025Q2: 243,503 shares; 2025Q3: 246,553 shares 246,553 $2.06M 0.03% +3,050 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 9,825 shares; 2025Q1: 19,391 shares; 2025Q2: 13,854 shares; 2025Q3: 15,048 shares 15,048 $2.05M 0.03% +1,194 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 9,966 shares; 2025Q1: 9,382 shares; 2025Q2: 13,747 shares; 2025Q3: 11,358 shares 11,358 $2.05M 0.03% -2,389 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: 30,206 shares; 2024Q4: 29,219 shares; 2025Q1: 29,382 shares; 2025Q2: 29,549 shares; 2025Q3: 22,457 shares 22,457 $2.03M 0.03% -7,092 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 23,072 shares; 2025Q3: 21,979 shares 21,979 $2.02M 0.03% -1,093 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,850 shares; 2024Q4: 24,649 shares; 2025Q1: 22,210 shares; 2025Q2: 20,127 shares; 2025Q3: 20,139 shares 20,139 $2.01M 0.03% +12 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,633 shares; 2024Q4: 14,992 shares; 2025Q1: 24,762 shares; 2025Q2: 22,984 shares; 2025Q3: 23,078 shares 23,078 $2M 0.03% +94 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 20,657 shares; 2025Q1: 21,033 shares; 2025Q2: 21,457 shares; 2025Q3: 22,025 shares 22,025 $1.99M 0.03% +568 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM 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: 141,598 shares 141,598 $1.97M 0.03% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,736 shares; 2024Q4: 20,648 shares; 2025Q1: 24,657 shares; 2025Q2: 28,639 shares; 2025Q3: 20,963 shares 20,963 $1.97M 0.03% -7,676 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: 189,947 shares 189,947 $1.96M 0.03% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,056 shares; 2024Q4: 49,061 shares; 2025Q1: 46,926 shares; 2025Q2: 43,708 shares; 2025Q3: 43,843 shares 43,843 $1.96M 0.03% +135 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: 117,257 shares; 2024Q4: 105,514 shares; 2025Q1: 105,614 shares; 2025Q2: 73,011 shares; 2025Q3: 79,063 shares 79,063 $1.95M 0.03% +6,052 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,642 shares 81,642 $1.94M 0.03% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 3,945 shares; 2025Q1: 3,553 shares; 2025Q2: 16,008 shares; 2025Q3: 19,227 shares 19,227 $1.94M 0.03% +3,219 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,699 shares; 2024Q4: 43,169 shares; 2025Q1: 47,253 shares; 2025Q2: 41,588 shares; 2025Q3: 40,430 shares 40,430 $1.92M 0.03% -1,158 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: 162,610 shares; 2024Q4: 167,892 shares; 2025Q1: 169,445 shares; 2025Q2: 48,832 shares; 2025Q3: 21,864 shares 21,864 $1.92M 0.03% -26,968 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: 8,380 shares; 2024Q4: 4,733 shares; 2025Q1: 4,576 shares; 2025Q2: 4,855 shares; 2025Q3: 7,011 shares 7,011 $1.91M 0.03% +2,156 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 8,053 shares; 2025Q1: 6,583 shares; 2025Q2: 8,476 shares; 2025Q3: 12,442 shares 12,442 $1.91M 0.03% +3,966 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: 2,657 shares; 2024Q4: 2,257 shares; 2025Q1: 2,038 shares; 2025Q2: 9,590 shares; 2025Q3: 11,179 shares 11,179 $1.9M 0.03% +1,589 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: 4,003 shares; 2024Q4: 5,651 shares; 2025Q1: 8,749 shares; 2025Q2: 7,551 shares; 2025Q3: 9,243 shares 9,243 $1.89M 0.03% +1,692 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 19,444 shares; 2025Q1: 19,415 shares; 2025Q2: 21,644 shares; 2025Q3: 43,195 shares 43,195 $1.89M 0.03% +21,551 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: 124,589 shares; 2024Q4: 108,805 shares; 2025Q1: 110,999 shares; 2025Q2: 70,133 shares; 2025Q3: 66,632 shares 66,632 $1.86M 0.03% -3,501 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,419 shares; 2024Q4: 34,715 shares; 2025Q1: 44,402 shares; 2025Q2: 51,215 shares; 2025Q3: 51,055 shares 51,055 $1.86M 0.03% -160 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,496 shares; 2024Q4: 71,232 shares; 2025Q1: 67,274 shares; 2025Q2: 73,951 shares; 2025Q3: 92,749 shares 92,749 $1.86M 0.03% +18,798 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: 7,994 shares; 2024Q4: 8,454 shares; 2025Q1: 8,056 shares; 2025Q2: 8,307 shares; 2025Q3: 15,330 shares 15,330 $1.85M 0.03% +7,023 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: 9,921 shares; 2024Q4: 7,520 shares; 2025Q1: 7,404 shares; 2025Q2: 7,617 shares; 2025Q3: 7,652 shares 7,652 $1.84M 0.03% +35 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 4,237 shares; 2025Q1: 3,543 shares; 2025Q2: 3,004 shares; 2025Q3: 8,053 shares 8,053 $1.84M 0.03% +5,049 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,834 shares; 2024Q4: 54,608 shares; 2025Q1: 71,975 shares; 2025Q2: 52,199 shares; 2025Q3: 52,206 shares 52,206 $1.84M 0.03% +7 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 12,615 shares; 2025Q1: 24,146 shares; 2025Q2: 29,956 shares; 2025Q3: 30,320 shares 30,320 $1.84M 0.03% +364 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: 43,469 shares; 2024Q4: 35,289 shares; 2025Q1: 35,763 shares; 2025Q2: 30,484 shares; 2025Q3: 15,174 shares 15,174 $1.83M 0.03% -15,310 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,735 shares; 2025Q3: 29,217 shares 29,217 $1.82M 0.03% -1,518 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: 9,272 shares; 2024Q4: 9,947 shares; 2025Q1: 9,721 shares; 2025Q2: 7,029 shares; 2025Q3: 22,029 shares 22,029 $1.82M 0.03% +15,000 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,456 shares; 2024Q4: 24,908 shares; 2025Q1: 26,325 shares; 2025Q2: 19,931 shares; 2025Q3: 50,093 shares 50,093 $1.79M 0.03% +30,162 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: 4,037 shares; 2024Q4: 3,998 shares; 2025Q1: 4,012 shares; 2025Q2: 3,895 shares; 2025Q3: 3,573 shares 3,573 $1.78M 0.03% -322 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,051 shares; 2024Q4: 16,051 shares; 2025Q1: 16,051 shares; 2025Q2: 16,051 shares; 2025Q3: 16,051 shares 16,051 $1.77M 0.03% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 45,149 shares; 2025Q3: 44,998 shares 44,998 $1.77M 0.03% -151 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,921 shares; 2024Q4: 25,176 shares; 2025Q1: 24,943 shares; 2025Q2: 23,027 shares; 2025Q3: 23,053 shares 23,053 $1.77M 0.03% +26 Timeline MILN 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: 46,096 shares; 2024Q4: 36,789 shares; 2025Q1: 38,034 shares; 2025Q2: 37,682 shares; 2025Q3: 37,560 shares 37,560 $1.76M 0.03% -122 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 9,611 shares; 2025Q1: 9,022 shares; 2025Q2: 8,852 shares; 2025Q3: 10,784 shares 10,784 $1.75M 0.03% +1,932 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,496 shares; 2024Q4: 32,496 shares; 2025Q1: 32,546 shares; 2025Q2: 31,720 shares; 2025Q3: 31,632 shares 31,632 $1.74M 0.02% -88 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: 3,430 shares; 2024Q4: 3,608 shares; 2025Q1: 3,374 shares; 2025Q2: 3,198 shares; 2025Q3: 3,773 shares 3,773 $1.73M 0.02% +575 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,690 shares; 2025Q1: 10,661 shares; 2025Q2: 2,026 shares; 2025Q3: 1,877 shares 1,877 $1.73M 0.02% -149 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: 11,692 shares; 2024Q4: 7,100 shares; 2025Q1: 3,782 shares; 2025Q2: 3,017 shares; 2025Q3: 3,626 shares 3,626 $1.72M 0.02% +609 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: 4,446 shares; 2024Q4: 4,689 shares; 2025Q1: 4,835 shares; 2025Q2: 5,449 shares; 2025Q3: 9,959 shares 9,959 $1.71M 0.02% +4,510 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,146 shares; 2025Q1: 2,142 shares; 2025Q2: 2,577 shares; 2025Q3: 5,674 shares 5,674 $1.71M 0.02% +3,097 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 4,093 shares; 2025Q1: 6,069 shares; 2025Q2: 6,282 shares; 2025Q3: 6,132 shares 6,132 $1.7M 0.02% -150 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 14,674 shares; 2025Q1: 14,822 shares; 2025Q2: 11,228 shares; 2025Q3: 13,752 shares 13,752 $1.68M 0.02% +2,524 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 9,553 shares; 2025Q1: 9,161 shares; 2025Q2: 8,571 shares; 2025Q3: 8,571 shares 8,571 $1.68M 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,782 shares; 2024Q4: 15,708 shares; 2025Q1: 15,081 shares; 2025Q2: 13,434 shares; 2025Q3: 15,071 shares 15,071 $1.68M 0.02% +1,637 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,582 shares; 2024Q4: 190,140 shares; 2025Q1: 28,598 shares; 2025Q2: 19,763 shares; 2025Q3: 20,449 shares 20,449 $1.67M 0.02% +686 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,996 shares; 2024Q4: 5,845 shares; 2025Q1: 6,349 shares; 2025Q2: 7,863 shares; 2025Q3: 9,936 shares 9,936 $1.67M 0.02% +2,073 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 10,283 shares; 2025Q1: 10,668 shares; 2025Q2: 10,565 shares; 2025Q3: 10,408 shares 10,408 $1.67M 0.02% -157 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,973 shares; 2024Q4: 158,874 shares; 2025Q1: 20,130 shares; 2025Q2: 107,093 shares; 2025Q3: 25,198 shares 25,198 $1.66M 0.02% -81,895 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,319 shares; 2024Q4: 286,789 shares; 2025Q1: 281,957 shares; 2025Q2: 255,399 shares; 2025Q3: 255,488 shares 255,488 $1.66M 0.02% +89 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: 3,003 shares; 2024Q4: 9,547 shares; 2025Q1: 11,195 shares; 2025Q2: 12,587 shares; 2025Q3: 15,345 shares 15,345 $1.66M 0.02% +2,758 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 32,945 shares; 2025Q3: 50,477 shares 50,477 $1.66M 0.02% +17,532 Timeline QGRO 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: 3,469 shares; 2024Q4: 2,855 shares; 2025Q1: 8,708 shares; 2025Q2: 14,001 shares; 2025Q3: 13,932 shares 13,932 $1.6M 0.02% -69 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,975 shares; 2025Q1: 2,458 shares; 2025Q2: 2,339 shares; 2025Q3: 2,752 shares 2,752 $1.57M 0.02% +413 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: 10,398 shares; 2024Q4: 9,227 shares; 2025Q1: 9,883 shares; 2025Q2: 10,258 shares; 2025Q3: 10,236 shares 10,236 $1.57M 0.02% -22 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,863 shares; 2024Q4: 8,149 shares; 2025Q1: 9,396 shares; 2025Q2: 11,575 shares; 2025Q3: 11,132 shares 11,132 $1.56M 0.02% -443 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: 8,074 shares; 2024Q4: 8,047 shares; 2025Q1: 7,815 shares; 2025Q2: 7,371 shares; 2025Q3: 5,995 shares 5,995 $1.56M 0.02% -1,376 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: 2,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,266 shares; 2025Q3: 16,939 shares 16,939 $1.55M 0.02% -78,327 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 13,850 shares; 2025Q1: 14,423 shares; 2025Q2: 14,305 shares; 2025Q3: 14,276 shares 14,276 $1.54M 0.02% -29 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: 13,418 shares; 2024Q4: 20,948 shares; 2025Q1: 21,413 shares; 2025Q2: 17,437 shares; 2025Q3: 30,611 shares 30,611 $1.54M 0.02% +13,174 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 4,912 shares; 2025Q1: 4,998 shares; 2025Q2: 11,953 shares; 2025Q3: 10,493 shares 10,493 $1.53M 0.02% -1,460 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: 10,197 shares; 2024Q4: 8,974 shares; 2025Q1: 8,558 shares; 2025Q2: 7,695 shares; 2025Q3: 6,482 shares 6,482 $1.53M 0.02% -1,213 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,570 shares; 2025Q2: 29,852 shares; 2025Q3: 45,266 shares 45,266 $1.53M 0.02% +15,414 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: 13,590 shares; 2024Q4: 13,266 shares; 2025Q1: 13,266 shares; 2025Q2: 12,763 shares; 2025Q3: 12,763 shares 12,763 $1.51M 0.02% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,271 shares; 2025Q1: 3,482 shares; 2025Q2: 5,418 shares; 2025Q3: 8,429 shares 8,429 $1.5M 0.02% +3,011 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: 4,707 shares; 2024Q4: 4,650 shares; 2025Q1: 4,599 shares; 2025Q2: 4,084 shares; 2025Q3: 4,031 shares 4,031 $1.5M 0.02% -53 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,822 shares; 2025Q1: 18,242 shares; 2025Q2: 18,045 shares; 2025Q3: 18,045 shares 18,045 $1.49M 0.02% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 145,700 shares 145,700 $1.49M 0.02% new 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: 30,762 shares; 2024Q4: 36,427 shares; 2025Q1: 18,806 shares; 2025Q2: 21,575 shares; 2025Q3: 36,921 shares 36,921 $1.48M 0.02% +15,346 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,069 shares; 2024Q4: 126,851 shares; 2025Q1: 91,795 shares; 2025Q2: 95,574 shares; 2025Q3: 95,574 shares 95,574 $1.48M 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 7,530 shares; 2025Q1: 7,842 shares; 2025Q2: 7,435 shares; 2025Q3: 9,363 shares 9,363 $1.48M 0.02% +1,928 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: not reported; 2024Q4: 32,762 shares; 2025Q1: not reported; 2025Q2: 3,907 shares; 2025Q3: 10,395 shares 10,395 $1.48M 0.02% +6,488 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,115 shares; 2024Q4: 22,689 shares; 2025Q1: 20,264 shares; 2025Q2: 19,985 shares; 2025Q3: 19,811 shares 19,811 $1.47M 0.02% -174 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: 25,904 shares; 2024Q4: 23,302 shares; 2025Q1: 25,339 shares; 2025Q2: 9,125 shares; 2025Q3: 15,742 shares 15,742 $1.46M 0.02% +6,617 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: 8,327 shares; 2024Q4: 9,647 shares; 2025Q1: 8,546 shares; 2025Q2: 7,871 shares; 2025Q3: 8,036 shares 8,036 $1.46M 0.02% +165 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 3,226 shares; 2025Q1: 3,641 shares; 2025Q2: 3,384 shares; 2025Q3: 3,997 shares 3,997 $1.45M 0.02% +613 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 3,193 shares; 2025Q1: 4,148 shares; 2025Q2: 8,645 shares; 2025Q3: 10,333 shares 10,333 $1.45M 0.02% +1,688 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,134 shares; 2025Q1: 6,063 shares; 2025Q2: 6,123 shares; 2025Q3: 9,161 shares 9,161 $1.45M 0.02% +3,038 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 5,529 shares; 2025Q1: 5,033 shares; 2025Q2: 7,194 shares; 2025Q3: 5,531 shares 5,531 $1.44M 0.02% -1,663 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,552 shares; 2024Q4: 33,300 shares; 2025Q1: 48,257 shares; 2025Q2: 56,476 shares; 2025Q3: 55,326 shares 55,326 $1.43M 0.02% -1,150 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: 28,312 shares; 2024Q4: 26,820 shares; 2025Q1: 36,117 shares; 2025Q2: 33,126 shares; 2025Q3: 37,203 shares 37,203 $1.43M 0.02% +4,077 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: 14,396 shares; 2024Q4: 14,629 shares; 2025Q1: 7,020 shares; 2025Q2: 3,490 shares; 2025Q3: 4,243 shares 4,243 $1.42M 0.02% +753 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 13,469 shares; 2025Q1: 13,863 shares; 2025Q2: 14,967 shares; 2025Q3: 14,967 shares 14,967 $1.42M 0.02% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,392 shares; 2024Q4: 26,422 shares; 2025Q1: 17,508 shares; 2025Q2: 17,144 shares; 2025Q3: 17,162 shares 17,162 $1.42M 0.02% +18 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: 5,161 shares; 2024Q4: 4,998 shares; 2025Q1: 5,450 shares; 2025Q2: 5,856 shares; 2025Q3: 5,767 shares 5,767 $1.41M 0.02% -89 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,352 shares; 2024Q4: 33,186 shares; 2025Q1: 30,556 shares; 2025Q2: 33,809 shares; 2025Q3: 38,729 shares 38,729 $1.41M 0.02% +4,920 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,833 shares; 2025Q2: 36,120 shares; 2025Q3: 36,123 shares 36,123 $1.41M 0.02% +3 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,394 shares; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 7,362 shares 7,362 $1.4M 0.02% +4,843 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,861 shares; 2024Q4: 13,288 shares; 2025Q1: 13,200 shares; 2025Q2: 14,203 shares; 2025Q3: 14,118 shares 14,118 $1.4M 0.02% -85 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 3,887 shares; 2025Q2: 4,937 shares; 2025Q3: 4,937 shares 4,937 $1.39M 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 7,855 shares; 2025Q3: 52,638 shares 52,638 $1.37M 0.02% +44,783 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,774 shares; 2024Q4: 57,606 shares; 2025Q1: 52,312 shares; 2025Q2: 59,396 shares; 2025Q3: 63,859 shares 63,859 $1.36M 0.02% +4,463 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,144 shares; 2025Q2: 1,288 shares; 2025Q3: 1,729 shares 1,729 $1.36M 0.02% +441 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,060 shares; 2025Q1: 6,228 shares; 2025Q2: 9,562 shares; 2025Q3: 14,746 shares 14,746 $1.36M 0.02% +5,184 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: 8,392 shares; 2024Q4: 8,378 shares; 2025Q1: 8,995 shares; 2025Q2: 10,151 shares; 2025Q3: 13,207 shares 13,207 $1.35M 0.02% +3,056 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: 2,799 shares; 2024Q4: 4,490 shares; 2025Q1: 4,914 shares; 2025Q2: 5,279 shares; 2025Q3: 6,093 shares 6,093 $1.35M 0.02% +814 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 6,655 shares; 2025Q1: 6,049 shares; 2025Q2: 5,943 shares; 2025Q3: 7,913 shares 7,913 $1.34M 0.02% +1,970 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 18,365 shares; 2025Q1: 27,061 shares; 2025Q2: 27,647 shares; 2025Q3: 28,719 shares 28,719 $1.34M 0.02% +1,072 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 4,242 shares; 2025Q1: 5,922 shares; 2025Q2: 5,606 shares; 2025Q3: 5,615 shares 5,615 $1.33M 0.02% +9 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 8,193 shares; 2025Q2: 18,315 shares; 2025Q3: 22,320 shares 22,320 $1.33M 0.02% +4,005 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: 13,487 shares; 2024Q4: 14,395 shares; 2025Q1: 14,771 shares; 2025Q2: 35,754 shares; 2025Q3: 16,899 shares 16,899 $1.33M 0.02% -18,855 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,259 shares; 2025Q1: 27,046 shares; 2025Q2: 26,367 shares; 2025Q3: 27,488 shares 27,488 $1.32M 0.02% +1,121 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,635 shares; 2025Q1: 4,286 shares; 2025Q2: 12,428 shares; 2025Q3: 13,973 shares 13,973 $1.31M 0.02% +1,545 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 170,117 shares; 2025Q1: 180,005 shares; 2025Q2: 174,750 shares; 2025Q3: 170,000 shares 170,000 $1.31M 0.02% -4,750 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,821 shares; 2024Q4: 26,821 shares; 2025Q1: 27,226 shares; 2025Q2: 26,821 shares; 2025Q3: 23,016 shares 23,016 $1.31M 0.02% -3,805 Timeline