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: 706,809 shares; 2024Q4: 708,591 shares; 2025Q1: 696,901 shares; 2025Q2: 700,470 shares; 2025Q3: 702,090 shares 702,090 $364M 4.44% +1,620 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: 1,076,711 shares; 2024Q4: 1,095,665 shares; 2025Q1: 1,138,299 shares; 2025Q2: 1,127,141 shares; 2025Q3: 1,121,589 shares 1,121,589 $286M 3.48% -5,552 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: 1,300,676 shares; 2024Q4: 1,247,815 shares; 2025Q1: 1,257,865 shares; 2025Q2: 1,267,402 shares; 2025Q3: 1,171,024 shares 1,171,024 $218M 2.66% -96,378 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: 617,026 shares; 2024Q4: 614,399 shares; 2025Q1: 632,808 shares; 2025Q2: 708,036 shares; 2025Q3: 707,847 shares 707,847 $155M 1.9% -189 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: 161,330 shares; 2024Q4: 169,535 shares; 2025Q1: 174,098 shares; 2025Q2: 181,487 shares; 2025Q3: 179,236 shares 179,236 $132M 1.61% -2,251 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: 359,551 shares; 2024Q4: 365,036 shares; 2025Q1: 397,818 shares; 2025Q2: 405,686 shares; 2025Q3: 401,987 shares 401,987 $127M 1.55% -3,699 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: 454,547 shares; 2024Q4: 454,538 shares; 2025Q1: 468,308 shares; 2025Q2: 487,609 shares; 2025Q3: 466,162 shares 466,162 $113M 1.38% -21,447 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: 428,361 shares; 2024Q4: 430,298 shares; 2025Q1: 426,722 shares; 2025Q2: 424,292 shares; 2025Q3: 421,475 shares 421,475 $103M 1.25% -2,817 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: 326,678 shares; 2024Q4: 326,050 shares; 2025Q1: 321,419 shares; 2025Q2: 305,854 shares; 2025Q3: 309,708 shares 309,708 $102M 1.25% +3,854 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: 196,745 shares; 2024Q4: 195,316 shares; 2025Q1: 198,363 shares; 2025Q2: 201,683 shares; 2025Q3: 199,999 shares 199,999 $101M 1.23% -1,684 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: 94,116 shares; 2024Q4: 96,657 shares; 2025Q1: 93,960 shares; 2025Q2: 93,762 shares; 2025Q3: 91,724 shares 91,724 $84.9M 1.04% -2,038 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: 136,099 shares; 2024Q4: 135,258 shares; 2025Q1: 127,209 shares; 2025Q2: 137,911 shares; 2025Q3: 137,808 shares 137,808 $82.7M 1.01% -103 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: 105,807 shares; 2024Q4: 107,155 shares; 2025Q1: 109,024 shares; 2025Q2: 120,944 shares; 2025Q3: 120,112 shares 120,112 $80.4M 0.98% -832 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: 105,039 shares; 2024Q4: 110,294 shares; 2025Q1: 126,006 shares; 2025Q2: 125,559 shares; 2025Q3: 113,559 shares 113,559 $75.7M 0.92% -12,000 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: 718,518 shares; 2025Q3: 723,841 shares 723,841 $73M 0.89% +5,323 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: 144,482 shares; 2024Q4: 143,552 shares; 2025Q1: 136,421 shares; 2025Q2: 138,047 shares; 2025Q3: 146,483 shares 146,483 $65.1M 0.79% +8,436 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: 182,119 shares; 2024Q4: 176,869 shares; 2025Q1: 180,535 shares; 2025Q2: 177,965 shares; 2025Q3: 180,848 shares 180,848 $61.7M 0.75% +2,883 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: 541,567 shares; 2024Q4: 533,000 shares; 2025Q1: 348,754 shares; 2025Q2: 323,769 shares; 2025Q3: 318,471 shares 318,471 $58.1M 0.71% -5,298 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: 127,982 shares; 2024Q4: 126,210 shares; 2025Q1: 130,967 shares; 2025Q2: 139,867 shares; 2025Q3: 139,516 shares 139,516 $56.5M 0.69% -351 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: 65,428 shares; 2024Q4: 66,266 shares; 2025Q1: 68,878 shares; 2025Q2: 69,994 shares; 2025Q3: 66,450 shares 66,450 $52.9M 0.65% -3,544 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: 57,096 shares; 2024Q4: 60,066 shares; 2025Q1: 72,683 shares; 2025Q2: 78,733 shares; 2025Q3: 86,026 shares 86,026 $52.7M 0.64% +7,293 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: 97,283 shares; 2024Q4: 99,670 shares; 2025Q1: 97,663 shares; 2025Q2: 111,953 shares; 2025Q3: 111,063 shares 111,063 $52M 0.63% -890 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: 77,967 shares; 2024Q4: 72,683 shares; 2025Q1: 73,357 shares; 2025Q2: 72,733 shares; 2025Q3: 67,014 shares 67,014 $51.1M 0.62% -5,719 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: 474,677 shares; 2024Q4: 490,349 shares; 2025Q1: 484,613 shares; 2025Q2: 470,449 shares; 2025Q3: 482,226 shares 482,226 $49.7M 0.61% +11,777 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,739 shares; 2024Q4: 126,171 shares; 2025Q1: 119,067 shares; 2025Q2: 115,436 shares; 2025Q3: 104,521 shares 104,521 $43.3M 0.53% -10,915 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: 529,589 shares; 2024Q4: 552,630 shares; 2025Q1: 617,043 shares; 2025Q2: 648,678 shares; 2025Q3: 644,944 shares 644,944 $42.1M 0.51% -3,734 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: 565,087 shares; 2024Q4: 589,131 shares; 2025Q1: 598,147 shares; 2025Q2: 598,621 shares; 2025Q3: 591,075 shares 591,075 $40.2M 0.49% -7,546 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: 287,161 shares; 2024Q4: 298,755 shares; 2025Q1: 320,912 shares; 2025Q2: 340,111 shares; 2025Q3: 338,170 shares 338,170 $40.2M 0.49% -1,941 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: 28,750 shares; 2024Q4: 29,515 shares; 2025Q1: 28,203 shares; 2025Q2: 32,102 shares; 2025Q3: 33,198 shares 33,198 $39.8M 0.49% +1,096 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: 148,766 shares; 2024Q4: 149,869 shares; 2025Q1: 152,607 shares; 2025Q2: 161,853 shares; 2025Q3: 167,541 shares 167,541 $38.8M 0.47% +5,688 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: 122,152 shares; 2024Q4: 122,449 shares; 2025Q1: 121,231 shares; 2025Q2: 126,635 shares; 2025Q3: 125,213 shares 125,213 $35M 0.43% -1,422 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: 85,678 shares; 2024Q4: 91,422 shares; 2025Q1: 97,156 shares; 2025Q2: 88,314 shares; 2025Q3: 96,515 shares 96,515 $34.3M 0.42% +8,201 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: 179,675 shares; 2024Q4: 181,513 shares; 2025Q1: 177,768 shares; 2025Q2: 182,078 shares; 2025Q3: 183,351 shares 183,351 $34M 0.41% +1,273 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: 284,508 shares; 2024Q4: 286,343 shares; 2025Q1: 290,226 shares; 2025Q2: 297,457 shares; 2025Q3: 293,320 shares 293,320 $32.6M 0.4% -4,137 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: 122,552 shares; 2024Q4: 111,168 shares; 2025Q1: 109,833 shares; 2025Q2: 111,012 shares; 2025Q3: 113,123 shares 113,123 $31.9M 0.39% +2,111 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: 280,550 shares; 2024Q4: 302,244 shares; 2025Q1: 275,920 shares; 2025Q2: 277,883 shares; 2025Q3: 278,316 shares 278,316 $31.4M 0.38% +433 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: 173,307 shares; 2024Q4: 173,119 shares; 2025Q1: 179,014 shares; 2025Q2: 180,377 shares; 2025Q3: 201,090 shares 201,090 $31.2M 0.38% +20,713 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: 61,198 shares; 2024Q4: 55,124 shares; 2025Q1: 58,676 shares; 2025Q2: 59,502 shares; 2025Q3: 64,755 shares 64,755 $30.9M 0.38% +5,253 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: 54,461 shares; 2024Q4: 55,514 shares; 2025Q1: 56,406 shares; 2025Q2: 64,945 shares; 2025Q3: 63,705 shares 63,705 $30.6M 0.37% -1,240 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,074 shares; 2024Q4: 251,510 shares; 2025Q1: 272,883 shares; 2025Q2: 272,764 shares; 2025Q3: 276,243 shares 276,243 $30.5M 0.37% +3,479 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: 47,236 shares; 2024Q4: 47,412 shares; 2025Q1: 49,451 shares; 2025Q2: 48,954 shares; 2025Q3: 52,985 shares 52,985 $30.1M 0.37% +4,031 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: 326,814 shares; 2024Q4: 330,574 shares; 2025Q1: 301,312 shares; 2025Q2: 393,283 shares; 2025Q3: 296,146 shares 296,146 $30.1M 0.37% -97,137 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,317 shares; 2024Q4: 179,136 shares; 2025Q1: 202,296 shares; 2025Q2: 207,311 shares; 2025Q3: 204,544 shares 204,544 $29.1M 0.36% -2,767 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,510 shares; 2024Q4: 98,093 shares; 2025Q1: 103,213 shares; 2025Q2: 102,713 shares; 2025Q3: 112,073 shares 112,073 $28.7M 0.35% +9,360 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: 164,144 shares; 2024Q4: 157,285 shares; 2025Q1: 160,170 shares; 2025Q2: 154,742 shares; 2025Q3: 171,209 shares 171,209 $28.6M 0.35% +16,467 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: 70,520 shares; 2024Q4: 77,155 shares; 2025Q1: 82,740 shares; 2025Q2: 77,724 shares; 2025Q3: 75,729 shares 75,729 $28.3M 0.35% -1,995 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,895 shares; 2024Q4: 257,488 shares; 2025Q1: 293,749 shares; 2025Q2: 353,824 shares; 2025Q3: 336,866 shares 336,866 $28.3M 0.35% -16,958 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: 827,813 shares; 2024Q4: 567,635 shares; 2025Q1: 545,644 shares; 2025Q2: 614,210 shares; 2025Q3: 630,038 shares 630,038 $27.7M 0.34% +15,828 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: 462,963 shares; 2024Q4: 446,881 shares; 2025Q1: 446,481 shares; 2025Q2: 397,373 shares; 2025Q3: 397,369 shares 397,369 $27.2M 0.33% -4 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,072 shares; 2024Q4: 854,063 shares; 2025Q1: 888,654 shares; 2025Q2: 360,201 shares; 2025Q3: 532,960 shares 532,960 $26.2M 0.32% +172,759 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 289,604 shares; 2025Q2: 1,150,247 shares; 2025Q3: 2,002,184 shares 2,002,184 $26M 0.32% +851,937 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: 530,155 shares; 2024Q4: 485,850 shares; 2025Q1: 496,815 shares; 2025Q2: 510,309 shares; 2025Q3: 502,586 shares 502,586 $25.9M 0.32% -7,723 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: 263,376 shares; 2024Q4: 198,277 shares; 2025Q1: 147,749 shares; 2025Q2: 210,353 shares; 2025Q3: 282,495 shares 282,495 $25.9M 0.32% +72,142 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: 203,825 shares; 2024Q4: 205,800 shares; 2025Q1: 196,069 shares; 2025Q2: 187,506 shares; 2025Q3: 196,092 shares 196,092 $25.5M 0.31% +8,586 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: 265,450 shares; 2024Q4: 245,910 shares; 2025Q1: 271,051 shares; 2025Q2: 232,811 shares; 2025Q3: 333,278 shares 333,278 $25.2M 0.31% +100,467 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,336 shares; 2024Q4: 36,692 shares; 2025Q1: 50,230 shares; 2025Q2: 125,151 shares; 2025Q3: 114,974 shares 114,974 $24.8M 0.3% -10,177 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: 55,750 shares; 2024Q4: 123,144 shares; 2025Q1: 124,524 shares; 2025Q2: 109,550 shares; 2025Q3: 119,460 shares 119,460 $24.3M 0.3% +9,910 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: 195,946 shares; 2024Q4: 165,537 shares; 2025Q1: 250,062 shares; 2025Q2: 251,361 shares; 2025Q3: 247,438 shares 247,438 $24.2M 0.3% -3,923 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: 55,978 shares; 2024Q4: 62,746 shares; 2025Q1: 70,184 shares; 2025Q2: 77,887 shares; 2025Q3: 82,314 shares 82,314 $24.2M 0.29% +4,427 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: 119,574 shares; 2024Q4: 117,583 shares; 2025Q1: 109,587 shares; 2025Q2: 106,659 shares; 2025Q3: 107,925 shares 107,925 $23.8M 0.29% +1,266 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,596 shares; 2024Q4: 133,374 shares; 2025Q1: 121,641 shares; 2025Q2: 124,841 shares; 2025Q3: 122,371 shares 122,371 $23.6M 0.29% -2,470 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: 91,894 shares; 2024Q4: 93,311 shares; 2025Q1: 93,738 shares; 2025Q2: 91,614 shares; 2025Q3: 92,031 shares 92,031 $23.1M 0.28% +417 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: 71,026 shares; 2024Q4: 76,601 shares; 2025Q1: 80,535 shares; 2025Q2: 77,682 shares; 2025Q3: 79,964 shares 79,964 $22.6M 0.28% +2,282 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: 38,059 shares; 2024Q4: 37,273 shares; 2025Q1: 41,186 shares; 2025Q2: 51,176 shares; 2025Q3: 45,540 shares 45,540 $22.3M 0.27% -5,636 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: 14,518 shares; 2024Q4: 13,198 shares; 2025Q1: 13,146 shares; 2025Q2: 209,025 shares; 2025Q3: 204,251 shares 204,251 $22M 0.27% -4,774 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: 52,787 shares; 2024Q4: 65,245 shares; 2025Q1: 52,531 shares; 2025Q2: 55,834 shares; 2025Q3: 77,653 shares 77,653 $21.9M 0.27% +21,819 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: 109,786 shares; 2024Q4: 106,067 shares; 2025Q1: 123,871 shares; 2025Q2: 128,384 shares; 2025Q3: 126,803 shares 126,803 $21.7M 0.26% -1,581 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: 1,182,235 shares; 2024Q4: 1,242,755 shares; 2025Q1: 801,362 shares; 2025Q2: 872,305 shares; 2025Q3: 762,849 shares 762,849 $21.5M 0.26% -109,456 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: 45,050 shares; 2024Q4: 50,009 shares; 2025Q1: 56,909 shares; 2025Q2: 66,168 shares; 2025Q3: 64,754 shares 64,754 $21.5M 0.26% -1,414 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: 146,418 shares; 2024Q4: 147,931 shares; 2025Q1: 144,535 shares; 2025Q2: 146,102 shares; 2025Q3: 138,988 shares 138,988 $21.4M 0.26% -7,114 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: 62,522 shares; 2024Q4: 76,763 shares; 2025Q1: 70,226 shares; 2025Q2: 69,693 shares; 2025Q3: 74,212 shares 74,212 $20.9M 0.25% +4,519 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: 78,114 shares; 2024Q4: 85,572 shares; 2025Q1: 94,757 shares; 2025Q2: 132,598 shares; 2025Q3: 148,333 shares 148,333 $20.6M 0.25% +15,735 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: 43,265 shares; 2024Q4: 54,301 shares; 2025Q1: 74,814 shares; 2025Q2: 74,263 shares; 2025Q3: 85,857 shares 85,857 $20.6M 0.25% +11,594 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: 131,619 shares; 2024Q4: 108,539 shares; 2025Q1: 122,248 shares; 2025Q2: 127,607 shares; 2025Q3: 126,038 shares 126,038 $20.4M 0.25% -1,569 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: 26,123 shares; 2025Q1: 88,076 shares; 2025Q2: 127,019 shares; 2025Q3: 139,246 shares 139,246 $19.9M 0.24% +12,227 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,529 shares; 2024Q4: 35,124 shares; 2025Q1: 45,129 shares; 2025Q2: 81,625 shares; 2025Q3: 80,290 shares 80,290 $19.8M 0.24% -1,335 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: 164,792 shares; 2024Q4: 153,885 shares; 2025Q1: 136,607 shares; 2025Q2: 140,495 shares; 2025Q3: 140,957 shares 140,957 $19.8M 0.24% +462 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: 111,656 shares; 2024Q4: 111,971 shares; 2025Q1: 128,722 shares; 2025Q2: 119,446 shares; 2025Q3: 118,516 shares 118,516 $19.7M 0.24% -930 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: 36,117 shares; 2024Q4: 31,687 shares; 2025Q1: 34,026 shares; 2025Q2: 36,058 shares; 2025Q3: 39,410 shares 39,410 $19.7M 0.24% +3,352 Timeline DNOV 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: 493,441 shares; 2025Q1: 488,366 shares; 2025Q2: 493,146 shares; 2025Q3: 406,419 shares 406,419 $19M 0.23% -86,727 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,940 shares; 2024Q4: 621,464 shares; 2025Q1: 637,212 shares; 2025Q2: 346,859 shares; 2025Q3: 327,901 shares 327,901 $18.8M 0.23% -18,958 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: 14,576 shares; 2024Q4: 15,324 shares; 2025Q1: 16,747 shares; 2025Q2: 24,591 shares; 2025Q3: 25,179 shares 25,179 $18.8M 0.23% +588 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: 54,823 shares; 2024Q4: 72,592 shares; 2025Q1: 97,520 shares; 2025Q2: 92,152 shares; 2025Q3: 91,720 shares 91,720 $18.8M 0.23% -432 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: 72,993 shares; 2024Q4: 71,927 shares; 2025Q1: 72,215 shares; 2025Q2: 73,021 shares; 2025Q3: 68,731 shares 68,731 $18.6M 0.23% -4,290 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,077 shares; 2024Q4: 94,713 shares; 2025Q1: 95,442 shares; 2025Q2: 137,749 shares; 2025Q3: 150,426 shares 150,426 $18.6M 0.23% +12,677 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,014 shares; 2024Q4: 398,245 shares; 2025Q1: 473,884 shares; 2025Q2: 511,962 shares; 2025Q3: 555,904 shares 555,904 $18.6M 0.23% +43,942 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: 383,835 shares; 2024Q4: 386,264 shares; 2025Q1: 374,812 shares; 2025Q2: 359,981 shares; 2025Q3: 368,079 shares 368,079 $18.6M 0.23% +8,098 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: 187,011 shares; 2024Q4: 186,632 shares; 2025Q1: 201,928 shares; 2025Q2: 192,913 shares; 2025Q3: 194,061 shares 194,061 $18.5M 0.23% +1,148 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: 212,955 shares; 2024Q4: 221,944 shares; 2025Q1: 232,818 shares; 2025Q2: 280,689 shares; 2025Q3: 307,348 shares 307,348 $18.4M 0.22% +26,659 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: 167,457 shares; 2024Q4: 157,398 shares; 2025Q1: 166,854 shares; 2025Q2: 182,720 shares; 2025Q3: 194,472 shares 194,472 $18.2M 0.22% +11,752 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: 52,733 shares; 2024Q4: 53,897 shares; 2025Q1: 60,428 shares; 2025Q2: 60,001 shares; 2025Q3: 59,262 shares 59,262 $18M 0.22% -739 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: 658,388 shares; 2024Q4: 581,371 shares; 2025Q1: 636,215 shares; 2025Q2: 641,576 shares; 2025Q3: 703,405 shares 703,405 $17.9M 0.22% +61,829 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: 65,683 shares; 2024Q4: 62,878 shares; 2025Q1: 51,263 shares; 2025Q2: 59,761 shares; 2025Q3: 59,466 shares 59,466 $17.9M 0.22% -295 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: 154,498 shares; 2024Q4: 165,832 shares; 2025Q1: 233,943 shares; 2025Q2: 278,784 shares; 2025Q3: 308,187 shares 308,187 $17.6M 0.21% +29,403 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: 21,270 shares; 2024Q4: 21,316 shares; 2025Q1: 20,870 shares; 2025Q2: 27,470 shares; 2025Q3: 27,881 shares 27,881 $17.6M 0.21% +411 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,615 shares; 2024Q4: 55,283 shares; 2025Q1: 55,083 shares; 2025Q2: 53,490 shares; 2025Q3: 50,160 shares 50,160 $17.5M 0.21% -3,330 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,971 shares; 2025Q3: 191,432 shares 191,432 $17.4M 0.21% +15,461 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: 25,055 shares; 2024Q4: 18,250 shares; 2025Q1: 18,944 shares; 2025Q2: 18,286 shares; 2025Q3: 24,115 shares 24,115 $17.3M 0.21% +5,829 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: 133,500 shares; 2024Q4: 460,810 shares; 2025Q1: 538,426 shares; 2025Q2: 581,556 shares; 2025Q3: 632,018 shares 632,018 $17.3M 0.21% +50,462 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: 58,490 shares; 2024Q4: 59,320 shares; 2025Q1: 51,765 shares; 2025Q2: 56,542 shares; 2025Q3: 49,604 shares 49,604 $17.1M 0.21% -6,938 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: 961,030 shares; 2024Q4: 999,694 shares; 2025Q1: 924,152 shares; 2025Q2: 600,289 shares; 2025Q3: 947,832 shares 947,832 $16.3M 0.2% +347,543 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,849 shares; 2024Q4: 160,790 shares; 2025Q1: 210,216 shares; 2025Q2: 212,951 shares; 2025Q3: 190,259 shares 190,259 $16M 0.2% -22,692 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: 72,383 shares; 2024Q4: 93,984 shares; 2025Q1: 123,521 shares; 2025Q2: 81,137 shares; 2025Q3: 81,730 shares 81,730 $16M 0.2% +593 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: 162,631 shares; 2024Q4: 157,381 shares; 2025Q1: 160,003 shares; 2025Q2: 239,929 shares; 2025Q3: 263,165 shares 263,165 $15.8M 0.19% +23,236 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385,552 shares; 2025Q1: 415,230 shares; 2025Q2: 412,220 shares; 2025Q3: 327,531 shares 327,531 $15.7M 0.19% -84,689 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,408 shares; 2024Q4: 325,123 shares; 2025Q1: 387,700 shares; 2025Q2: 457,616 shares; 2025Q3: 491,561 shares 491,561 $15.7M 0.19% +33,945 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,333 shares; 2024Q4: 154,264 shares; 2025Q1: 158,085 shares; 2025Q2: 160,498 shares; 2025Q3: 165,092 shares 165,092 $15.5M 0.19% +4,594 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: 114,746 shares; 2024Q4: 118,397 shares; 2025Q1: 127,948 shares; 2025Q2: 136,351 shares; 2025Q3: 137,000 shares 137,000 $15.3M 0.19% +649 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: 58,030 shares; 2024Q4: 60,423 shares; 2025Q1: 60,906 shares; 2025Q2: 64,493 shares; 2025Q3: 70,375 shares 70,375 $15.2M 0.19% +5,882 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: 173,808 shares; 2024Q4: 185,597 shares; 2025Q1: 186,002 shares; 2025Q2: 234,696 shares; 2025Q3: 184,452 shares 184,452 $15.1M 0.18% -50,244 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: 62,514 shares; 2024Q4: 63,113 shares; 2025Q1: 70,976 shares; 2025Q2: 69,186 shares; 2025Q3: 70,670 shares 70,670 $14.9M 0.18% +1,484 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: 75,776 shares; 2024Q4: 73,732 shares; 2025Q1: 74,689 shares; 2025Q2: 66,372 shares; 2025Q3: 59,771 shares 59,771 $14.7M 0.18% -6,601 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: 42,777 shares; 2024Q4: 44,921 shares; 2025Q1: 44,432 shares; 2025Q2: 45,659 shares; 2025Q3: 44,899 shares 44,899 $14.7M 0.18% -760 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: 30,265 shares; 2024Q4: 29,458 shares; 2025Q1: 30,272 shares; 2025Q2: 31,456 shares; 2025Q3: 30,359 shares 30,359 $14.7M 0.18% -1,097 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: 51,046 shares; 2024Q4: 58,113 shares; 2025Q1: 67,054 shares; 2025Q2: 78,647 shares; 2025Q3: 78,819 shares 78,819 $14.7M 0.18% +172 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,565 shares; 2024Q4: 38,115 shares; 2025Q1: 37,665 shares; 2025Q2: 37,665 shares; 2025Q3: 37,525 shares 37,525 $14.5M 0.18% -140 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: 26,494 shares; 2024Q4: 29,529 shares; 2025Q1: 26,739 shares; 2025Q2: 24,248 shares; 2025Q3: 23,855 shares 23,855 $14.5M 0.18% -393 Timeline AIRR 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: 12,991 shares; 2024Q4: 15,340 shares; 2025Q1: 27,133 shares; 2025Q2: 64,017 shares; 2025Q3: 150,190 shares 150,190 $14.5M 0.18% +86,173 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: 209,516 shares; 2024Q4: 219,881 shares; 2025Q1: 222,995 shares; 2025Q2: 220,994 shares; 2025Q3: 218,672 shares 218,672 $14.4M 0.18% -2,322 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: 3,461 shares; 2024Q4: 3,472 shares; 2025Q1: 3,373 shares; 2025Q2: 3,350 shares; 2025Q3: 3,307 shares 3,307 $14.2M 0.17% -43 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: 167,784 shares; 2024Q4: 61,798 shares; 2025Q1: 591,283 shares; 2025Q2: 622,259 shares; 2025Q3: 1,335,219 shares 1,335,219 $14M 0.17% +712,960 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: 85,314 shares; 2024Q4: 82,469 shares; 2025Q1: 86,388 shares; 2025Q2: 88,312 shares; 2025Q3: 85,887 shares 85,887 $13.9M 0.17% -2,425 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,498 shares; 2024Q4: 448,299 shares; 2025Q1: 449,091 shares; 2025Q2: 445,541 shares; 2025Q3: 443,509 shares 443,509 $13.9M 0.17% -2,032 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,757 shares; 2024Q4: 128,568 shares; 2025Q1: 126,321 shares; 2025Q2: 124,710 shares; 2025Q3: 123,832 shares 123,832 $13.8M 0.17% -878 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: 99,996 shares; 2024Q4: 100,669 shares; 2025Q1: 105,363 shares; 2025Q2: 104,253 shares; 2025Q3: 101,799 shares 101,799 $13.6M 0.17% -2,454 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: 206,238 shares; 2024Q4: 203,328 shares; 2025Q1: 202,663 shares; 2025Q2: 165,938 shares; 2025Q3: 161,264 shares 161,264 $13.5M 0.17% -4,674 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: 245,901 shares; 2024Q4: 254,648 shares; 2025Q1: 250,367 shares; 2025Q2: 237,626 shares; 2025Q3: 249,885 shares 249,885 $13.5M 0.16% +12,259 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: 100,107 shares; 2024Q4: 101,706 shares; 2025Q1: 96,593 shares; 2025Q2: 92,958 shares; 2025Q3: 92,360 shares 92,360 $13.3M 0.16% -598 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: 54,000 shares; 2024Q4: 93,114 shares; 2025Q1: 94,346 shares; 2025Q2: 92,741 shares; 2025Q3: 91,182 shares 91,182 $13.3M 0.16% -1,559 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 16,774 shares; 2025Q1: 18,143 shares; 2025Q2: 22,117 shares; 2025Q3: 23,714 shares 23,714 $13.3M 0.16% +1,597 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,020 shares; 2024Q4: 129,875 shares; 2025Q1: 227,832 shares; 2025Q2: 272,648 shares; 2025Q3: 274,439 shares 274,439 $13.3M 0.16% +1,791 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: 299,297 shares; 2024Q4: 278,078 shares; 2025Q1: 264,074 shares; 2025Q2: 253,764 shares; 2025Q3: 200,775 shares 200,775 $13.1M 0.16% -52,989 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: 4,280 shares; 2024Q4: 6,136 shares; 2025Q1: 14,498 shares; 2025Q2: 14,117 shares; 2025Q3: 13,386 shares 13,386 $13M 0.16% -731 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: 28,125 shares; 2024Q4: 27,617 shares; 2025Q1: 28,852 shares; 2025Q2: 31,563 shares; 2025Q3: 28,335 shares 28,335 $13M 0.16% -3,228 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: 147,376 shares; 2024Q4: 138,066 shares; 2025Q1: 129,517 shares; 2025Q2: 175,522 shares; 2025Q3: 232,565 shares 232,565 $12.9M 0.16% +57,043 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: 37,074 shares; 2024Q4: 36,684 shares; 2025Q1: 36,866 shares; 2025Q2: 36,620 shares; 2025Q3: 37,738 shares 37,738 $12.9M 0.16% +1,118 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: 53,735 shares; 2024Q4: 55,724 shares; 2025Q1: 50,485 shares; 2025Q2: 49,472 shares; 2025Q3: 49,654 shares 49,654 $12.6M 0.15% +182 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: 75,792 shares; 2024Q4: 75,628 shares; 2025Q1: 68,243 shares; 2025Q2: 53,707 shares; 2025Q3: 70,578 shares 70,578 $12.6M 0.15% +16,871 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,893 shares; 2024Q4: 63,424 shares; 2025Q1: 78,002 shares; 2025Q2: 117,370 shares; 2025Q3: 111,640 shares 111,640 $12.5M 0.15% -5,730 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,593 shares; 2025Q3: 320,890 shares 320,890 $12.4M 0.15% +233,297 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: 43,332 shares; 2024Q4: 50,179 shares; 2025Q1: 53,137 shares; 2025Q2: 58,508 shares; 2025Q3: 52,284 shares 52,284 $12.4M 0.15% -6,224 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: 106,135 shares; 2024Q4: 193,374 shares; 2025Q1: 234,678 shares; 2025Q2: 220,963 shares; 2025Q3: 248,660 shares 248,660 $12.4M 0.15% +27,697 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,412 shares; 2024Q4: 327,869 shares; 2025Q1: 289,913 shares; 2025Q2: 282,639 shares; 2025Q3: 196,238 shares 196,238 $12.3M 0.15% -86,401 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: 91,331 shares; 2024Q4: 103,776 shares; 2025Q1: 106,415 shares; 2025Q2: 120,109 shares; 2025Q3: 145,871 shares 145,871 $12.3M 0.15% +25,762 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: 218,528 shares; 2024Q4: 230,993 shares; 2025Q1: 213,508 shares; 2025Q2: 218,076 shares; 2025Q3: 225,239 shares 225,239 $12.2M 0.15% +7,163 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: 13,985 shares; 2025Q1: 10,507 shares; 2025Q2: 10,462 shares; 2025Q3: 10,399 shares 10,399 $12.1M 0.15% -63 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,638 shares; 2024Q4: 158,586 shares; 2025Q1: 165,008 shares; 2025Q2: 171,231 shares; 2025Q3: 162,592 shares 162,592 $12.1M 0.15% -8,639 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,214 shares; 2024Q4: 123,358 shares; 2025Q1: 127,442 shares; 2025Q2: 123,548 shares; 2025Q3: 122,137 shares 122,137 $12.1M 0.15% -1,411 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: 7 shares; 2024Q4: 9 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $12.1M 0.15% 0 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: 22,307 shares; 2024Q4: 20,939 shares; 2025Q1: 22,225 shares; 2025Q2: 22,470 shares; 2025Q3: 24,339 shares 24,339 $12M 0.15% +1,869 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: 143,024 shares; 2024Q4: 128,893 shares; 2025Q1: 116,793 shares; 2025Q2: 108,766 shares; 2025Q3: 104,324 shares 104,324 $11.9M 0.15% -4,442 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,283 shares; 2024Q4: 246,029 shares; 2025Q1: 244,152 shares; 2025Q2: 250,861 shares; 2025Q3: 251,573 shares 251,573 $11.9M 0.14% +712 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: 62,429 shares; 2024Q4: 63,511 shares; 2025Q1: 56,765 shares; 2025Q2: 56,709 shares; 2025Q3: 58,312 shares 58,312 $11.9M 0.14% +1,603 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: 38,319 shares; 2024Q4: 38,158 shares; 2025Q1: 39,767 shares; 2025Q2: 40,508 shares; 2025Q3: 40,401 shares 40,401 $11.9M 0.14% -107 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,539 shares; 2024Q4: 117,522 shares; 2025Q1: 125,586 shares; 2025Q2: 133,952 shares; 2025Q3: 130,221 shares 130,221 $11.8M 0.14% -3,731 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: 98,925 shares; 2024Q4: 104,090 shares; 2025Q1: 94,313 shares; 2025Q2: 94,346 shares; 2025Q3: 88,841 shares 88,841 $11.7M 0.14% -5,505 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,011 shares; 2024Q4: 100,770 shares; 2025Q1: 100,639 shares; 2025Q2: 98,414 shares; 2025Q3: 91,497 shares 91,497 $11.6M 0.14% -6,917 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: 60,109 shares; 2024Q4: 59,811 shares; 2025Q1: 61,335 shares; 2025Q2: 61,775 shares; 2025Q3: 62,400 shares 62,400 $11.5M 0.14% +625 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: 59,872 shares; 2024Q4: 58,920 shares; 2025Q1: 62,352 shares; 2025Q2: 55,739 shares; 2025Q3: 60,978 shares 60,978 $11.4M 0.14% +5,239 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: 435,747 shares; 2024Q4: 425,313 shares; 2025Q1: 458,117 shares; 2025Q2: 428,379 shares; 2025Q3: 396,724 shares 396,724 $11.2M 0.14% -31,655 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,994 shares; 2024Q4: 73,523 shares; 2025Q1: 72,977 shares; 2025Q2: 99,242 shares; 2025Q3: 76,010 shares 76,010 $11.2M 0.14% -23,232 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: 90,712 shares; 2024Q4: 89,816 shares; 2025Q1: 94,556 shares; 2025Q2: 104,367 shares; 2025Q3: 110,873 shares 110,873 $11.1M 0.14% +6,506 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,211 shares; 2024Q4: 215,220 shares; 2025Q1: 242,509 shares; 2025Q2: 243,706 shares; 2025Q3: 245,797 shares 245,797 $11.1M 0.14% +2,091 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: 71,845 shares; 2024Q4: 71,837 shares; 2025Q1: 72,858 shares; 2025Q2: 74,220 shares; 2025Q3: 91,198 shares 91,198 $11M 0.13% +16,978 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: 197,703 shares; 2024Q4: 223,009 shares; 2025Q1: 189,817 shares; 2025Q2: 191,079 shares; 2025Q3: 259,817 shares 259,817 $11M 0.13% +68,738 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: 69,706 shares; 2024Q4: 74,752 shares; 2025Q1: 99,646 shares; 2025Q2: 135,738 shares; 2025Q3: 148,329 shares 148,329 $10.9M 0.13% +12,591 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: 21,395 shares; 2024Q4: 21,581 shares; 2025Q1: 23,060 shares; 2025Q2: 22,798 shares; 2025Q3: 22,702 shares 22,702 $10.8M 0.13% -96 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: 288,536 shares; 2024Q4: 276,781 shares; 2025Q1: 289,935 shares; 2025Q2: 288,391 shares; 2025Q3: 232,600 shares 232,600 $10.8M 0.13% -55,791 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: 29,354 shares; 2024Q4: 33,055 shares; 2025Q1: 24,140 shares; 2025Q2: 22,804 shares; 2025Q3: 22,907 shares 22,907 $10.6M 0.13% +103 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: 123,553 shares; 2024Q4: 119,543 shares; 2025Q1: 83,393 shares; 2025Q2: 91,887 shares; 2025Q3: 65,271 shares 65,271 $10.4M 0.13% -26,616 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,382 shares; 2024Q4: 70,368 shares; 2025Q1: 145,798 shares; 2025Q2: 186,330 shares; 2025Q3: 204,306 shares 204,306 $10.4M 0.13% +17,976 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: 114,980 shares; 2024Q4: 119,187 shares; 2025Q1: 137,023 shares; 2025Q2: 141,716 shares; 2025Q3: 131,011 shares 131,011 $10.3M 0.13% -10,705 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: 117,878 shares; 2024Q4: 123,295 shares; 2025Q1: 140,000 shares; 2025Q2: 149,399 shares; 2025Q3: 152,368 shares 152,368 $10.2M 0.12% +2,969 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: 149,658 shares; 2024Q4: 147,978 shares; 2025Q1: 150,236 shares; 2025Q2: 152,473 shares; 2025Q3: 153,007 shares 153,007 $10.1M 0.12% +534 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,871 shares; 2024Q4: 16,434 shares; 2025Q1: 16,277 shares; 2025Q2: 16,100 shares; 2025Q3: 15,269 shares 15,269 $10.1M 0.12% -831 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: 10,835 shares; 2024Q4: 10,903 shares; 2025Q1: 14,889 shares; 2025Q2: 14,455 shares; 2025Q3: 14,564 shares 14,564 $9.95M 0.12% +109 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,933 shares; 2024Q4: 693,996 shares; 2025Q1: 742,257 shares; 2025Q2: 358,455 shares; 2025Q3: 504,755 shares 504,755 $9.81M 0.12% +146,300 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,963 shares; 2024Q4: 84,479 shares; 2025Q1: 74,905 shares; 2025Q2: 85,140 shares; 2025Q3: 109,761 shares 109,761 $9.81M 0.12% +24,621 Timeline TOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,467 shares; 2024Q4: 62,763 shares; 2025Q1: 62,216 shares; 2025Q2: 61,825 shares; 2025Q3: 72,520 shares 72,520 $9.79M 0.12% +10,695 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: 141,508 shares; 2024Q4: 177,734 shares; 2025Q1: 163,618 shares; 2025Q2: 161,974 shares; 2025Q3: 154,433 shares 154,433 $9.78M 0.12% -7,541 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: 5,766 shares; 2024Q4: 6,051 shares; 2025Q1: 7,342 shares; 2025Q2: 7,900 shares; 2025Q3: 10,620 shares 10,620 $9.77M 0.12% +2,720 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: 45,895 shares; 2024Q4: 53,017 shares; 2025Q1: 46,618 shares; 2025Q2: 40,468 shares; 2025Q3: 39,766 shares 39,766 $9.77M 0.12% -702 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,213 shares; 2024Q4: 70,027 shares; 2025Q1: 59,357 shares; 2025Q2: 80,463 shares; 2025Q3: 81,450 shares 81,450 $9.64M 0.12% +987 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: 18,345 shares; 2024Q4: 17,785 shares; 2025Q1: 20,223 shares; 2025Q2: 21,947 shares; 2025Q3: 21,507 shares 21,507 $9.62M 0.12% -440 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,602 shares; 2024Q4: 67,385 shares; 2025Q1: 100,718 shares; 2025Q2: 102,815 shares; 2025Q3: 95,581 shares 95,581 $9.58M 0.12% -7,234 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,676 shares; 2024Q4: 266,849 shares; 2025Q1: 262,970 shares; 2025Q2: 254,903 shares; 2025Q3: 249,134 shares 249,134 $9.55M 0.12% -5,769 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: 35,975 shares; 2024Q4: 36,045 shares; 2025Q1: 36,291 shares; 2025Q2: 34,836 shares; 2025Q3: 35,289 shares 35,289 $9.53M 0.12% +453 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: 28,771 shares; 2024Q4: 30,875 shares; 2025Q1: 30,252 shares; 2025Q2: 28,722 shares; 2025Q3: 26,969 shares 26,969 $9.51M 0.12% -1,753 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,675 shares; 2024Q4: 110,504 shares; 2025Q1: 114,891 shares; 2025Q2: 98,743 shares; 2025Q3: 124,247 shares 124,247 $9.44M 0.12% +25,504 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: 39,985 shares; 2024Q4: 38,305 shares; 2025Q1: 39,342 shares; 2025Q2: 40,443 shares; 2025Q3: 39,905 shares 39,905 $9.43M 0.12% -538 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: 33,397 shares; 2024Q4: 30,318 shares; 2025Q1: 31,411 shares; 2025Q2: 29,226 shares; 2025Q3: 30,226 shares 30,226 $9.23M 0.11% +1,000 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: 126,620 shares; 2024Q4: 126,806 shares; 2025Q1: 127,555 shares; 2025Q2: 114,087 shares; 2025Q3: 108,157 shares 108,157 $9.15M 0.11% -5,930 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: 25,120 shares; 2024Q4: 22,974 shares; 2025Q1: 25,096 shares; 2025Q2: 46,263 shares; 2025Q3: 45,983 shares 45,983 $9.12M 0.11% -280 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: 50,918 shares; 2024Q4: 46,495 shares; 2025Q1: 51,137 shares; 2025Q2: 49,917 shares; 2025Q3: 47,820 shares 47,820 $9.07M 0.11% -2,097 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: 6,457 shares; 2024Q4: 8,398 shares; 2025Q1: 22,563 shares; 2025Q2: 13,195 shares; 2025Q3: 14,550 shares 14,550 $8.95M 0.11% +1,355 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,003 shares; 2024Q4: 100,381 shares; 2025Q1: 124,557 shares; 2025Q2: 146,131 shares; 2025Q3: 171,631 shares 171,631 $8.8M 0.11% +25,500 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,462 shares; 2024Q4: 54,264 shares; 2025Q1: 55,244 shares; 2025Q2: 57,041 shares; 2025Q3: 61,654 shares 61,654 $8.63M 0.11% +4,613 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,808 shares; 2024Q4: 199,811 shares; 2025Q1: 194,872 shares; 2025Q2: 194,047 shares; 2025Q3: 191,610 shares 191,610 $8.6M 0.1% -2,437 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,989 shares 111,989 $8.56M 0.1% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,875 shares; 2024Q4: 97,373 shares; 2025Q1: 87,551 shares; 2025Q2: 95,382 shares; 2025Q3: 103,033 shares 103,033 $8.55M 0.1% +7,651 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: 45,679 shares; 2024Q4: 77,983 shares; 2025Q1: 57,442 shares; 2025Q2: 59,892 shares; 2025Q3: 56,503 shares 56,503 $8.52M 0.1% -3,389 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,601 shares; 2025Q1: 113,319 shares; 2025Q2: 245,964 shares; 2025Q3: 365,726 shares 365,726 $8.51M 0.1% +119,762 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,334 shares; 2024Q4: 98,769 shares; 2025Q1: 117,272 shares; 2025Q2: 100,157 shares; 2025Q3: 101,186 shares 101,186 $8.44M 0.1% +1,029 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: 33,934 shares; 2024Q4: 50,320 shares; 2025Q1: 59,316 shares; 2025Q2: 59,685 shares; 2025Q3: 62,919 shares 62,919 $8.39M 0.1% +3,234 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: 331,350 shares; 2024Q4: 382,246 shares; 2025Q1: 397,694 shares; 2025Q2: 393,615 shares; 2025Q3: 405,110 shares 405,110 $8.27M 0.1% +11,495 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,231 shares; 2024Q4: 70,828 shares; 2025Q1: 70,605 shares; 2025Q2: 66,228 shares; 2025Q3: 63,603 shares 63,603 $8.22M 0.1% -2,625 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: 37,808 shares; 2024Q4: 36,660 shares; 2025Q1: 40,219 shares; 2025Q2: 100,598 shares; 2025Q3: 100,532 shares 100,532 $8.21M 0.1% -66 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: 82,968 shares; 2024Q4: 94,975 shares; 2025Q1: 83,706 shares; 2025Q2: 85,566 shares; 2025Q3: 74,340 shares 74,340 $8.17M 0.1% -11,226 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,082 shares; 2024Q4: 48,738 shares; 2025Q1: 54,489 shares; 2025Q2: 75,092 shares; 2025Q3: 104,565 shares 104,565 $8.15M 0.1% +29,473 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: 100,308 shares; 2024Q4: 91,477 shares; 2025Q1: 89,771 shares; 2025Q2: 86,899 shares; 2025Q3: 84,837 shares 84,837 $8.1M 0.1% -2,062 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: 160,772 shares; 2024Q4: 127,403 shares; 2025Q1: 134,104 shares; 2025Q2: 216,040 shares; 2025Q3: 205,738 shares 205,738 $8.07M 0.1% -10,302 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,983 shares; 2024Q4: 33,421 shares; 2025Q1: 33,215 shares; 2025Q2: 39,141 shares; 2025Q3: 38,157 shares 38,157 $7.99M 0.1% -984 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,395 shares; 2024Q4: 82,494 shares; 2025Q1: 75,885 shares; 2025Q2: 74,922 shares; 2025Q3: 77,344 shares 77,344 $7.97M 0.1% +2,422 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,941 shares; 2024Q4: 521,841 shares; 2025Q1: 528,391 shares; 2025Q2: 524,171 shares; 2025Q3: 514,396 shares 514,396 $7.97M 0.1% -9,775 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,017 shares; 2024Q4: 147,743 shares; 2025Q1: 143,860 shares; 2025Q2: 143,796 shares; 2025Q3: 150,054 shares 150,054 $7.96M 0.1% +6,258 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: 234,940 shares; 2024Q4: 225,409 shares; 2025Q1: 238,421 shares; 2025Q2: 231,985 shares; 2025Q3: 230,799 shares 230,799 $7.95M 0.1% -1,186 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,631 shares; 2024Q4: 81,069 shares; 2025Q1: 94,229 shares; 2025Q2: 182,982 shares; 2025Q3: 189,136 shares 189,136 $7.95M 0.1% +6,154 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: 41,046 shares; 2024Q4: 40,075 shares; 2025Q1: 37,419 shares; 2025Q2: 62,134 shares; 2025Q3: 47,351 shares 47,351 $7.92M 0.1% -14,783 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: 21,256 shares; 2024Q4: 21,207 shares; 2025Q1: 22,425 shares; 2025Q2: 22,033 shares; 2025Q3: 21,401 shares 21,401 $7.91M 0.1% -632 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,212 shares; 2024Q4: 123,262 shares; 2025Q1: 133,260 shares; 2025Q2: 179,350 shares; 2025Q3: 181,841 shares 181,841 $7.81M 0.1% +2,491 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,438 shares; 2024Q4: 46,953 shares; 2025Q1: 35,676 shares; 2025Q2: 36,116 shares; 2025Q3: 56,858 shares 56,858 $7.73M 0.09% +20,742 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,106 shares; 2024Q4: 135,290 shares; 2025Q1: 138,276 shares; 2025Q2: 142,500 shares; 2025Q3: 169,030 shares 169,030 $7.73M 0.09% +26,530 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 297,909 shares 297,909 $7.69M 0.09% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 5,132 shares; 2025Q1: 6,077 shares; 2025Q2: 8,840 shares; 2025Q3: 7,124 shares 7,124 $7.68M 0.09% -1,716 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,669 shares; 2025Q1: 17,275 shares; 2025Q2: 17,075 shares; 2025Q3: 12,853 shares 12,853 $7.66M 0.09% -4,222 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: 47,754 shares; 2024Q4: 47,024 shares; 2025Q1: 51,075 shares; 2025Q2: 42,409 shares; 2025Q3: 39,830 shares 39,830 $7.66M 0.09% -2,579 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,829 shares; 2024Q4: 158,767 shares; 2025Q1: 169,354 shares; 2025Q2: 179,762 shares; 2025Q3: 201,215 shares 201,215 $7.65M 0.09% +21,453 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: 40,002 shares; 2024Q4: 40,599 shares; 2025Q1: 38,867 shares; 2025Q2: 37,141 shares; 2025Q3: 36,516 shares 36,516 $7.64M 0.09% -625 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,446 shares; 2024Q4: 59,842 shares; 2025Q1: 99,053 shares; 2025Q2: 141,047 shares; 2025Q3: 141,207 shares 141,207 $7.64M 0.09% +160 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,344 shares; 2024Q4: 119,595 shares; 2025Q1: 139,573 shares; 2025Q2: 164,724 shares; 2025Q3: 173,144 shares 173,144 $7.6M 0.09% +8,420 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,775 shares; 2024Q4: 167,007 shares; 2025Q1: 162,388 shares; 2025Q2: 162,628 shares; 2025Q3: 163,559 shares 163,559 $7.56M 0.09% +931 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,653 shares; 2024Q4: 58,388 shares; 2025Q1: 49,781 shares; 2025Q2: 53,564 shares; 2025Q3: 52,384 shares 52,384 $7.51M 0.09% -1,180 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: 64,566 shares; 2024Q4: 41,951 shares; 2025Q1: 49,798 shares; 2025Q2: 34,986 shares; 2025Q3: 48,333 shares 48,333 $7.45M 0.09% +13,347 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,434 shares; 2024Q4: 222,661 shares; 2025Q1: 209,584 shares; 2025Q2: 212,710 shares; 2025Q3: 209,297 shares 209,297 $7.43M 0.09% -3,413 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,103 shares; 2024Q4: 114,941 shares; 2025Q1: 128,915 shares; 2025Q2: 135,248 shares; 2025Q3: 155,971 shares 155,971 $7.42M 0.09% +20,723 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 9,232 shares; 2025Q1: 7,604 shares; 2025Q2: 71,260 shares; 2025Q3: 70,892 shares 70,892 $7.41M 0.09% -368 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,410 shares; 2024Q4: 396,814 shares; 2025Q1: 408,785 shares; 2025Q2: 389,526 shares; 2025Q3: 401,390 shares 401,390 $7.32M 0.09% +11,864 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: 261,868 shares; 2024Q4: 226,206 shares; 2025Q1: 281,113 shares; 2025Q2: 331,079 shares; 2025Q3: 216,552 shares 216,552 $7.27M 0.09% -114,527 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,389 shares; 2024Q4: 44,523 shares; 2025Q1: 37,691 shares; 2025Q2: 37,763 shares; 2025Q3: 37,769 shares 37,769 $7.2M 0.09% +6 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,647 shares; 2024Q4: 129,847 shares; 2025Q1: 140,696 shares; 2025Q2: 147,207 shares; 2025Q3: 140,565 shares 140,565 $7.18M 0.09% -6,642 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,305 shares; 2024Q4: 85,619 shares; 2025Q1: 91,437 shares; 2025Q2: 91,339 shares; 2025Q3: 86,407 shares 86,407 $7.14M 0.09% -4,932 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,313 shares; 2024Q4: 25,669 shares; 2025Q1: 26,419 shares; 2025Q2: 29,476 shares; 2025Q3: 34,490 shares 34,490 $7.12M 0.09% +5,014 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,829 shares; 2024Q4: 12,683 shares; 2025Q1: 12,667 shares; 2025Q2: 12,714 shares; 2025Q3: 12,596 shares 12,596 $7.12M 0.09% -118 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,387 shares; 2024Q4: 80,126 shares; 2025Q1: 43,416 shares; 2025Q2: 71,381 shares; 2025Q3: 130,754 shares 130,754 $7.12M 0.09% +59,373 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,410 shares; 2024Q4: 96,301 shares; 2025Q1: 105,170 shares; 2025Q2: 110,495 shares; 2025Q3: 116,625 shares 116,625 $7.09M 0.09% +6,130 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,467 shares; 2025Q2: 97,960 shares; 2025Q3: 108,441 shares 108,441 $7.05M 0.09% +10,481 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: 50,177 shares; 2024Q4: 51,262 shares; 2025Q1: 47,576 shares; 2025Q2: 44,928 shares; 2025Q3: 40,859 shares 40,859 $6.96M 0.08% -4,069 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: 54,060 shares; 2024Q4: 54,305 shares; 2025Q1: 54,909 shares; 2025Q2: 54,568 shares; 2025Q3: 55,777 shares 55,777 $6.9M 0.08% +1,209 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,282 shares; 2024Q4: 97,291 shares; 2025Q1: 114,626 shares; 2025Q2: 107,057 shares; 2025Q3: 129,241 shares 129,241 $6.9M 0.08% +22,184 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,565 shares; 2024Q4: 39,199 shares; 2025Q1: 37,967 shares; 2025Q2: 32,597 shares; 2025Q3: 32,567 shares 32,567 $6.89M 0.08% -30 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,112 shares; 2024Q4: 156,628 shares; 2025Q1: 159,321 shares; 2025Q2: 158,415 shares; 2025Q3: 118,121 shares 118,121 $6.88M 0.08% -40,294 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,617 shares; 2024Q4: 21,612 shares; 2025Q1: 24,193 shares; 2025Q2: 28,799 shares; 2025Q3: 93,447 shares 93,447 $6.86M 0.08% +64,648 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: 5,215 shares; 2024Q4: 8,427 shares; 2025Q1: 8,539 shares; 2025Q2: 8,621 shares; 2025Q3: 8,750 shares 8,750 $6.85M 0.08% +129 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: 2,119 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 19,731 shares 19,731 $6.8M 0.08% +17,812 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: 34,492 shares; 2024Q4: 34,265 shares; 2025Q1: 35,710 shares; 2025Q2: 36,872 shares; 2025Q3: 36,186 shares 36,186 $6.79M 0.08% -686 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 35,250 shares; 2025Q1: 28,794 shares; 2025Q2: 24,316 shares; 2025Q3: 24,115 shares 24,115 $6.75M 0.08% -201 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 10,801 shares; 2025Q1: 12,913 shares; 2025Q2: 18,618 shares; 2025Q3: 20,936 shares 20,936 $6.75M 0.08% +2,318 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: 30,249 shares; 2024Q4: 27,561 shares; 2025Q1: 27,672 shares; 2025Q2: 24,324 shares; 2025Q3: 24,580 shares 24,580 $6.7M 0.08% +256 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,488 shares; 2024Q4: 25,042 shares; 2025Q1: 26,380 shares; 2025Q2: 27,065 shares; 2025Q3: 28,515 shares 28,515 $6.7M 0.08% +1,450 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: 64,575 shares; 2024Q4: 65,080 shares; 2025Q1: 94,531 shares; 2025Q2: 256,315 shares; 2025Q3: 188,780 shares 188,780 $6.68M 0.08% -67,535 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: 65,910 shares; 2024Q4: 48,995 shares; 2025Q1: 48,124 shares; 2025Q2: 69,317 shares; 2025Q3: 87,221 shares 87,221 $6.66M 0.08% +17,904 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: 54,424 shares; 2024Q4: 54,941 shares; 2025Q1: 56,920 shares; 2025Q2: 61,772 shares; 2025Q3: 59,213 shares 59,213 $6.64M 0.08% -2,559 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: 59,768 shares; 2024Q4: 57,166 shares; 2025Q1: 62,263 shares; 2025Q2: 68,924 shares; 2025Q3: 79,078 shares 79,078 $6.61M 0.08% +10,154 Timeline GRID 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: 13,293 shares; 2024Q4: 23,511 shares; 2025Q1: 35,943 shares; 2025Q2: 42,405 shares; 2025Q3: 43,579 shares 43,579 $6.58M 0.08% +1,174 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,992 shares; 2025Q1: 31,297 shares; 2025Q2: 96,548 shares; 2025Q3: 98,045 shares 98,045 $6.57M 0.08% +1,497 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,617 shares; 2024Q4: 44,164 shares; 2025Q1: 57,022 shares; 2025Q2: 51,907 shares; 2025Q3: 58,338 shares 58,338 $6.56M 0.08% +6,431 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: 21,756 shares; 2024Q4: 22,178 shares; 2025Q1: 23,199 shares; 2025Q2: 22,375 shares; 2025Q3: 23,243 shares 23,243 $6.56M 0.08% +868 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: 34,932 shares; 2024Q4: 44,167 shares; 2025Q1: 44,224 shares; 2025Q2: 45,265 shares; 2025Q3: 45,637 shares 45,637 $6.55M 0.08% +372 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,590 shares; 2024Q4: 47,582 shares; 2025Q1: 49,004 shares; 2025Q2: 98,082 shares; 2025Q3: 74,801 shares 74,801 $6.52M 0.08% -23,281 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: 71,279 shares; 2024Q4: 71,087 shares; 2025Q1: 67,523 shares; 2025Q2: 58,462 shares; 2025Q3: 58,229 shares 58,229 $6.51M 0.08% -233 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 12,993 shares; 2025Q1: 14,033 shares; 2025Q2: 16,454 shares; 2025Q3: 47,266 shares 47,266 $6.51M 0.08% +30,812 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,449 shares; 2024Q4: 49,639 shares; 2025Q1: 48,066 shares; 2025Q2: 46,579 shares; 2025Q3: 49,103 shares 49,103 $6.49M 0.08% +2,524 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: 171,700 shares; 2024Q4: 162,246 shares; 2025Q1: 166,541 shares; 2025Q2: 218,952 shares; 2025Q3: 218,791 shares 218,791 $6.48M 0.08% -161 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,921 shares; 2024Q4: 187,181 shares; 2025Q1: 259,970 shares; 2025Q2: 283,646 shares; 2025Q3: 210,389 shares 210,389 $6.46M 0.08% -73,257 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: 2,902 shares; 2024Q4: 4,233 shares; 2025Q1: 7,931 shares; 2025Q2: 7,238 shares; 2025Q3: 7,005 shares 7,005 $6.45M 0.08% -233 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,844 shares; 2024Q4: 242,416 shares; 2025Q1: 254,723 shares; 2025Q2: 257,376 shares; 2025Q3: 259,807 shares 259,807 $6.44M 0.08% +2,431 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: 39,004 shares; 2024Q4: 39,683 shares; 2025Q1: 40,357 shares; 2025Q2: 43,846 shares; 2025Q3: 45,313 shares 45,313 $6.44M 0.08% +1,467 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: 89,553 shares; 2024Q4: 86,829 shares; 2025Q1: 80,169 shares; 2025Q2: 79,816 shares; 2025Q3: 80,532 shares 80,532 $6.44M 0.08% +716 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,989 shares; 2024Q4: 92,335 shares; 2025Q1: 106,141 shares; 2025Q2: 86,461 shares; 2025Q3: 84,274 shares 84,274 $6.41M 0.08% -2,187 Timeline MAGS 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: not reported; 2024Q4: not reported; 2025Q1: 100,482 shares; 2025Q2: 97,153 shares; 2025Q3: 98,435 shares 98,435 $6.38M 0.08% +1,282 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,186 shares; 2024Q4: 60,041 shares; 2025Q1: 65,894 shares; 2025Q2: 74,641 shares; 2025Q3: 81,782 shares 81,782 $6.36M 0.08% +7,141 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,295 shares; 2024Q4: 24,764 shares; 2025Q1: 25,272 shares; 2025Q2: 26,129 shares; 2025Q3: 25,756 shares 25,756 $6.34M 0.08% -373 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,369 shares; 2025Q1: 1,431 shares; 2025Q2: 1,506 shares; 2025Q3: 2,710 shares 2,710 $6.33M 0.08% +1,204 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,199 shares; 2024Q4: 69,608 shares; 2025Q1: 58,894 shares; 2025Q2: 67,980 shares; 2025Q3: 66,214 shares 66,214 $6.28M 0.08% -1,766 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: 17,296 shares; 2024Q4: 19,566 shares; 2025Q1: 19,395 shares; 2025Q2: 19,274 shares; 2025Q3: 20,208 shares 20,208 $6.22M 0.08% +934 Timeline EMLC 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: 121,739 shares; 2024Q4: 126,116 shares; 2025Q1: 126,368 shares; 2025Q2: 144,899 shares; 2025Q3: 243,517 shares 243,517 $6.21M 0.08% +98,618 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: 62,356 shares; 2025Q1: 48,762 shares; 2025Q2: 43,894 shares; 2025Q3: 42,629 shares 42,629 $6.21M 0.08% -1,265 Timeline XBI 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: 85,068 shares; 2024Q4: 75,852 shares; 2025Q1: 69,516 shares; 2025Q2: 66,776 shares; 2025Q3: 61,926 shares 61,926 $6.2M 0.08% -4,850 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: 95,293 shares; 2024Q4: 107,532 shares; 2025Q1: 109,538 shares; 2025Q2: 119,038 shares; 2025Q3: 122,090 shares 122,090 $6.19M 0.08% +3,052 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,403 shares; 2024Q4: 34,536 shares; 2025Q1: 37,089 shares; 2025Q2: 36,719 shares; 2025Q3: 56,670 shares 56,670 $6.17M 0.08% +19,951 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: 21,225 shares; 2024Q4: 21,507 shares; 2025Q1: 22,532 shares; 2025Q2: 31,371 shares; 2025Q3: 28,640 shares 28,640 $6.09M 0.07% -2,731 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,594 shares; 2024Q4: 88,557 shares; 2025Q1: 87,886 shares; 2025Q2: 87,639 shares; 2025Q3: 73,039 shares 73,039 $6.04M 0.07% -14,600 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: 60,614 shares; 2024Q4: 53,784 shares; 2025Q1: 41,478 shares; 2025Q2: 42,477 shares; 2025Q3: 42,602 shares 42,602 $6.03M 0.07% +125 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 3,967 shares; 2025Q1: not reported; 2025Q2: 37,329 shares; 2025Q3: 87,900 shares 87,900 $6.02M 0.07% +50,571 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,489 shares; 2024Q4: 8,108 shares; 2025Q1: 9,727 shares; 2025Q2: 17,342 shares; 2025Q3: 18,286 shares 18,286 $6.02M 0.07% +944 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: 20,331 shares; 2024Q4: 21,008 shares; 2025Q1: 36,232 shares; 2025Q2: 48,656 shares; 2025Q3: 42,227 shares 42,227 $5.99M 0.07% -6,429 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: 33,609 shares; 2024Q4: 27,094 shares; 2025Q1: 37,010 shares; 2025Q2: 38,925 shares; 2025Q3: 40,247 shares 40,247 $5.98M 0.07% +1,322 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,271 shares; 2024Q4: 38,165 shares; 2025Q1: 37,267 shares; 2025Q2: 37,727 shares; 2025Q3: 37,635 shares 37,635 $5.93M 0.07% -92 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,754 shares; 2024Q4: 110,152 shares; 2025Q1: 109,970 shares; 2025Q2: 116,024 shares; 2025Q3: 131,054 shares 131,054 $5.89M 0.07% +15,030 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: 46,948 shares; 2024Q4: 239,888 shares; 2025Q1: 240,163 shares; 2025Q2: 224,574 shares; 2025Q3: 204,134 shares 204,134 $5.88M 0.07% -20,440 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: 13,277 shares; 2024Q4: 12,926 shares; 2025Q1: 12,857 shares; 2025Q2: 12,709 shares; 2025Q3: 13,101 shares 13,101 $5.87M 0.07% +392 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,617 shares; 2024Q4: 45,104 shares; 2025Q1: 45,015 shares; 2025Q2: 39,236 shares; 2025Q3: 39,116 shares 39,116 $5.86M 0.07% -120 Timeline PSQ 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: 64,485 shares; 2024Q4: 45,722 shares; 2025Q1: 26,101 shares; 2025Q2: 80,870 shares; 2025Q3: 188,757 shares 188,757 $5.86M 0.07% +107,887 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 131,828 shares 131,828 $5.83M 0.07% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,891 shares; 2024Q4: 290,185 shares; 2025Q1: 347,208 shares; 2025Q2: 347,005 shares; 2025Q3: 297,643 shares 297,643 $5.81M 0.07% -49,362 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: 22,151 shares; 2024Q4: 37,275 shares; 2025Q1: 39,270 shares; 2025Q2: 36,067 shares; 2025Q3: 36,332 shares 36,332 $5.81M 0.07% +265 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,701 shares; 2024Q4: 36,373 shares; 2025Q1: 35,784 shares; 2025Q2: 34,576 shares; 2025Q3: 34,314 shares 34,314 $5.78M 0.07% -262 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: 38,355 shares; 2024Q4: 57,915 shares; 2025Q1: 138,827 shares; 2025Q2: 115,143 shares; 2025Q3: 116,049 shares 116,049 $5.78M 0.07% +906 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,289 shares; 2024Q4: 18,941 shares; 2025Q1: 19,388 shares; 2025Q2: 40,398 shares; 2025Q3: 41,023 shares 41,023 $5.76M 0.07% +625 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: 40,938 shares; 2024Q4: 37,135 shares; 2025Q1: 44,700 shares; 2025Q2: 36,173 shares; 2025Q3: 23,783 shares 23,783 $5.75M 0.07% -12,390 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,343 shares; 2024Q4: 96,662 shares; 2025Q1: 96,662 shares; 2025Q2: 96,662 shares; 2025Q3: 96,057 shares 96,057 $5.74M 0.07% -605 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: 73,052 shares; 2024Q4: 61,040 shares; 2025Q1: 60,207 shares; 2025Q2: 60,152 shares; 2025Q3: 60,254 shares 60,254 $5.7M 0.07% +102 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,043 shares; 2024Q4: 153,946 shares; 2025Q1: 163,271 shares; 2025Q2: 158,888 shares; 2025Q3: 160,488 shares 160,488 $5.66M 0.07% +1,600 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: 393,397 shares; 2024Q4: 400,286 shares; 2025Q1: 404,452 shares; 2025Q2: 431,336 shares; 2025Q3: 442,870 shares 442,870 $5.66M 0.07% +11,534 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,723 shares; 2024Q4: 72,074 shares; 2025Q1: 71,397 shares; 2025Q2: 71,045 shares; 2025Q3: 70,773 shares 70,773 $5.65M 0.07% -272 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: 70,804 shares; 2024Q4: 94,130 shares; 2025Q1: 96,272 shares; 2025Q2: 96,725 shares; 2025Q3: 95,729 shares 95,729 $5.63M 0.07% -996 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,774 shares; 2024Q4: 45,080 shares; 2025Q1: 43,466 shares; 2025Q2: 35,496 shares; 2025Q3: 33,386 shares 33,386 $5.59M 0.07% -2,110 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,179 shares; 2024Q4: 604,180 shares; 2025Q1: 2,253,059 shares; 2025Q2: 1,553,927 shares; 2025Q3: 479,882 shares 479,882 $5.57M 0.07% -1,074,045 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: 39,995 shares; 2024Q4: 39,921 shares; 2025Q1: 56,836 shares; 2025Q2: 111,260 shares; 2025Q3: 111,284 shares 111,284 $5.46M 0.07% +24 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: 63,542 shares; 2024Q4: 64,787 shares; 2025Q1: 70,881 shares; 2025Q2: 59,391 shares; 2025Q3: 60,989 shares 60,989 $5.43M 0.07% +1,598 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,253 shares; 2024Q4: 28,224 shares; 2025Q1: 28,235 shares; 2025Q2: 28,043 shares; 2025Q3: 27,890 shares 27,890 $5.39M 0.07% -153 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: 24,274 shares; 2024Q4: 18,951 shares; 2025Q1: 28,493 shares; 2025Q2: 16,965 shares; 2025Q3: 16,515 shares 16,515 $5.39M 0.07% -450 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,826 shares; 2024Q4: 58,429 shares; 2025Q1: 65,197 shares; 2025Q2: 65,254 shares; 2025Q3: 65,989 shares 65,989 $5.36M 0.07% +735 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,099 shares; 2024Q4: 46,995 shares; 2025Q1: 50,570 shares; 2025Q2: 52,348 shares; 2025Q3: 63,019 shares 63,019 $5.34M 0.07% +10,671 Timeline FMAR 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: 18,050 shares; 2024Q4: 18,944 shares; 2025Q1: 114,785 shares; 2025Q2: 115,269 shares; 2025Q3: 114,993 shares 114,993 $5.33M 0.07% -276 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,133 shares; 2024Q4: 79,846 shares; 2025Q1: 80,478 shares; 2025Q2: 78,376 shares; 2025Q3: 77,679 shares 77,679 $5.33M 0.06% -697 Timeline FIW 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: 58,707 shares; 2024Q4: 59,248 shares; 2025Q1: 52,682 shares; 2025Q2: 46,476 shares; 2025Q3: 47,093 shares 47,093 $5.29M 0.06% +617 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,608 shares; 2024Q4: 38,886 shares; 2025Q1: 37,777 shares; 2025Q2: 33,605 shares; 2025Q3: 54,683 shares 54,683 $5.27M 0.06% +21,078 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: 17,194 shares; 2024Q4: 13,269 shares; 2025Q1: 13,390 shares; 2025Q2: 12,735 shares; 2025Q3: 12,312 shares 12,312 $5.25M 0.06% -423 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: 27,780 shares; 2024Q4: 28,164 shares; 2025Q1: 29,667 shares; 2025Q2: 29,260 shares; 2025Q3: 29,352 shares 29,352 $5.23M 0.06% +92 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: 13,724 shares; 2024Q4: 16,541 shares; 2025Q1: 33,963 shares; 2025Q2: 34,250 shares; 2025Q3: 21,805 shares 21,805 $5.23M 0.06% -12,445 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,375 shares; 2024Q4: 159,385 shares; 2025Q1: 92,993 shares; 2025Q2: 92,932 shares; 2025Q3: 84,713 shares 84,713 $5.21M 0.06% -8,219 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: 2,391 shares; 2024Q4: 2,253 shares; 2025Q1: 2,603 shares; 2025Q2: 11,072 shares; 2025Q3: 10,907 shares 10,907 $5.2M 0.06% -165 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: 21,090 shares; 2024Q4: 16,055 shares; 2025Q1: 20,482 shares; 2025Q2: 21,795 shares; 2025Q3: 21,870 shares 21,870 $5.16M 0.06% +75 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: 60,551 shares; 2024Q4: 60,815 shares; 2025Q1: 69,565 shares; 2025Q2: 77,009 shares; 2025Q3: 56,228 shares 56,228 $5.14M 0.06% -20,781 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,240 shares; 2024Q4: 72,278 shares; 2025Q1: 80,617 shares; 2025Q2: 88,142 shares; 2025Q3: 91,805 shares 91,805 $5.11M 0.06% +3,663 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,010 shares; 2024Q4: 66,757 shares; 2025Q1: 85,180 shares; 2025Q2: 171,543 shares; 2025Q3: 268,239 shares 268,239 $5.11M 0.06% +96,696 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,616 shares; 2024Q4: 193,858 shares; 2025Q1: 181,332 shares; 2025Q2: 173,543 shares; 2025Q3: 202,536 shares 202,536 $5.1M 0.06% +28,993 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: 70,122 shares; 2024Q4: 69,752 shares; 2025Q1: 67,463 shares; 2025Q2: 76,017 shares; 2025Q3: 77,023 shares 77,023 $5.08M 0.06% +1,006 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,977 shares; 2024Q4: 44,159 shares; 2025Q1: 44,713 shares; 2025Q2: 46,225 shares; 2025Q3: 45,800 shares 45,800 $5.07M 0.06% -425 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197,965 shares; 2025Q1: 198,881 shares; 2025Q2: 146,906 shares; 2025Q3: 146,955 shares 146,955 $5.06M 0.06% +49 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,872 shares; 2024Q4: 39,897 shares; 2025Q1: 40,538 shares; 2025Q2: 29,200 shares; 2025Q3: 28,814 shares 28,814 $5.04M 0.06% -386 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,985 shares; 2024Q4: 119,858 shares; 2025Q1: 127,598 shares; 2025Q2: 132,165 shares; 2025Q3: 135,234 shares 135,234 $5.03M 0.06% +3,069 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,769 shares; 2024Q4: 69,557 shares; 2025Q1: 70,684 shares; 2025Q2: 67,591 shares; 2025Q3: 72,104 shares 72,104 $5.03M 0.06% +4,513 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,153 shares; 2024Q4: 93,597 shares; 2025Q1: 163,355 shares; 2025Q2: 166,926 shares; 2025Q3: 142,816 shares 142,816 $5.01M 0.06% -24,110 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 10,352 shares; 2025Q1: 7,500 shares; 2025Q2: 9,175 shares; 2025Q3: 6,944 shares 6,944 $4.98M 0.06% -2,231 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: 16,321 shares; 2024Q4: 16,884 shares; 2025Q1: 17,357 shares; 2025Q2: 19,195 shares; 2025Q3: 19,009 shares 19,009 $4.96M 0.06% -186 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: 9,158 shares; 2024Q4: 10,093 shares; 2025Q1: 9,226 shares; 2025Q2: 7,497 shares; 2025Q3: 7,624 shares 7,624 $4.95M 0.06% +127 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 17,071 shares; 2025Q1: 14,147 shares; 2025Q2: 14,062 shares; 2025Q3: 13,992 shares 13,992 $4.9M 0.06% -70 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,051 shares; 2025Q3: 101,362 shares 101,362 $4.86M 0.06% +23,311 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,324 shares; 2024Q4: 121,062 shares; 2025Q1: 144,543 shares; 2025Q2: 158,228 shares; 2025Q3: 184,314 shares 184,314 $4.84M 0.06% +26,086 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: 7,048 shares; 2024Q4: 7,767 shares; 2025Q1: 7,443 shares; 2025Q2: 6,236 shares; 2025Q3: 6,305 shares 6,305 $4.78M 0.06% +69 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,011 shares; 2024Q4: 34,307 shares; 2025Q1: 38,937 shares; 2025Q2: 41,575 shares; 2025Q3: 47,989 shares 47,989 $4.78M 0.06% +6,414 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,055 shares; 2024Q4: 142,233 shares; 2025Q1: 131,415 shares; 2025Q2: 119,042 shares; 2025Q3: 108,433 shares 108,433 $4.75M 0.06% -10,609 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: 33,856 shares; 2024Q4: 34,527 shares; 2025Q1: 36,835 shares; 2025Q2: 37,995 shares; 2025Q3: 36,844 shares 36,844 $4.72M 0.06% -1,151 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,918 shares; 2024Q4: 35,029 shares; 2025Q1: 32,404 shares; 2025Q2: 27,014 shares; 2025Q3: 27,414 shares 27,414 $4.68M 0.06% +400 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: 52,232 shares; 2024Q4: 53,313 shares; 2025Q1: 49,770 shares; 2025Q2: 51,264 shares; 2025Q3: 53,578 shares 53,578 $4.68M 0.06% +2,314 Timeline SPHD 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: 85,702 shares; 2024Q4: 86,612 shares; 2025Q1: 90,841 shares; 2025Q2: 93,025 shares; 2025Q3: 94,413 shares 94,413 $4.67M 0.06% +1,388 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 10,409 shares; 2025Q1: 16,724 shares; 2025Q2: 12,717 shares; 2025Q3: 13,734 shares 13,734 $4.64M 0.06% +1,017 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,454 shares; 2024Q4: 43,555 shares; 2025Q1: 45,585 shares; 2025Q2: 49,610 shares; 2025Q3: 51,633 shares 51,633 $4.62M 0.06% +2,023 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: 38,290 shares; 2024Q4: 44,007 shares; 2025Q1: 66,766 shares; 2025Q2: 64,056 shares; 2025Q3: 55,135 shares 55,135 $4.62M 0.06% -8,921 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: 82,926 shares; 2024Q4: 84,777 shares; 2025Q1: 109,841 shares; 2025Q2: 113,362 shares; 2025Q3: 125,701 shares 125,701 $4.61M 0.06% +12,339 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,344 shares; 2024Q4: 138,506 shares; 2025Q1: 159,194 shares; 2025Q2: 165,905 shares; 2025Q3: 169,204 shares 169,204 $4.59M 0.06% +3,299 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,496 shares; 2025Q2: 8,928 shares; 2025Q3: 67,330 shares 67,330 $4.58M 0.06% +58,402 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,069 shares; 2024Q4: 49,892 shares; 2025Q1: 46,034 shares; 2025Q2: 41,207 shares; 2025Q3: 31,810 shares 31,810 $4.52M 0.06% -9,397 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,151 shares; 2024Q4: 365,439 shares; 2025Q1: 242,154 shares; 2025Q2: 178,605 shares; 2025Q3: 170,564 shares 170,564 $4.51M 0.05% -8,041 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: 3,623 shares; 2024Q4: 6,100 shares; 2025Q1: 6,318 shares; 2025Q2: 8,263 shares; 2025Q3: 18,556 shares 18,556 $4.47M 0.05% +10,293 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: 70,262 shares; 2024Q4: 53,651 shares; 2025Q1: 42,940 shares; 2025Q2: 54,183 shares; 2025Q3: 49,655 shares 49,655 $4.45M 0.05% -4,528 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: 47,406 shares; 2024Q4: 33,259 shares; 2025Q1: 39,523 shares; 2025Q2: 39,305 shares; 2025Q3: 45,148 shares 45,148 $4.41M 0.05% +5,843 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 17,962 shares; 2025Q1: 15,620 shares; 2025Q2: 18,799 shares; 2025Q3: 13,367 shares 13,367 $4.4M 0.05% -5,432 Timeline SHLD 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: 37,300 shares; 2025Q1: 49,558 shares; 2025Q2: 62,153 shares; 2025Q3: 62,583 shares 62,583 $4.4M 0.05% +430 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: 2,379 shares; 2024Q4: 2,544 shares; 2025Q1: 8,367 shares; 2025Q2: 9,744 shares; 2025Q3: 9,591 shares 9,591 $4.39M 0.05% -153 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: 45,221 shares; 2024Q4: 55,278 shares; 2025Q1: 61,098 shares; 2025Q2: 54,083 shares; 2025Q3: 58,796 shares 58,796 $4.37M 0.05% +4,713 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,581 shares; 2024Q4: 86,479 shares; 2025Q1: 137,235 shares; 2025Q2: 128,943 shares; 2025Q3: 124,751 shares 124,751 $4.29M 0.05% -4,192 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: 82,108 shares; 2024Q4: 83,456 shares; 2025Q1: 89,570 shares; 2025Q2: 91,965 shares; 2025Q3: 90,714 shares 90,714 $4.26M 0.05% -1,251 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 17,674 shares; 2025Q1: 15,245 shares; 2025Q2: 13,532 shares; 2025Q3: 14,288 shares 14,288 $4.26M 0.05% +756 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: 8,498 shares; 2024Q4: 9,311 shares; 2025Q1: 10,094 shares; 2025Q2: 9,968 shares; 2025Q3: 10,512 shares 10,512 $4.25M 0.05% +544 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,143 shares; 2024Q4: 30,069 shares; 2025Q1: 43,707 shares; 2025Q2: 36,688 shares; 2025Q3: 36,772 shares 36,772 $4.23M 0.05% +84 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: 34,526 shares; 2024Q4: 30,589 shares; 2025Q1: 31,231 shares; 2025Q2: 33,127 shares; 2025Q3: 34,758 shares 34,758 $4.22M 0.05% +1,631 Timeline SH 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: 24,531 shares; 2025Q1: 28,968 shares; 2025Q2: 36,487 shares; 2025Q3: 112,538 shares 112,538 $4.16M 0.05% +76,051 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: 17,238 shares; 2024Q4: 18,717 shares; 2025Q1: 20,624 shares; 2025Q2: 21,384 shares; 2025Q3: 23,727 shares 23,727 $4.14M 0.05% +2,343 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,086 shares; 2024Q4: 158,450 shares; 2025Q1: 147,417 shares; 2025Q2: 142,545 shares; 2025Q3: 130,069 shares 130,069 $4.11M 0.05% -12,476 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,607 shares; 2024Q4: 28,607 shares; 2025Q1: 356,485 shares; 2025Q2: 364,708 shares; 2025Q3: 361,085 shares 361,085 $4.11M 0.05% -3,623 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: 98,611 shares; 2024Q4: 114,278 shares; 2025Q1: 85,555 shares; 2025Q2: 81,691 shares; 2025Q3: 86,238 shares 86,238 $4.11M 0.05% +4,547 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: 3,153 shares; 2024Q4: 2,372 shares; 2025Q1: 11,777 shares; 2025Q2: 16,687 shares; 2025Q3: 18,598 shares 18,598 $4.1M 0.05% +1,911 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 50,261 shares; 2025Q3: 37,773 shares 37,773 $4.09M 0.05% -12,488 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,216 shares; 2024Q4: 163,562 shares; 2025Q1: 172,255 shares; 2025Q2: 295,534 shares; 2025Q3: 252,166 shares 252,166 $4.09M 0.05% -43,368 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,567 shares; 2024Q4: 158,946 shares; 2025Q1: 166,514 shares; 2025Q2: 175,426 shares; 2025Q3: 183,622 shares 183,622 $4.07M 0.05% +8,196 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,473 shares; 2025Q2: 12,880 shares; 2025Q3: 68,395 shares 68,395 $4.05M 0.05% +55,515 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,960 shares; 2024Q4: 46,954 shares; 2025Q1: 75,032 shares; 2025Q2: 60,041 shares; 2025Q3: 55,293 shares 55,293 $4.03M 0.05% -4,748 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 40,668 shares; 2025Q1: 42,463 shares; 2025Q2: 42,249 shares; 2025Q3: 42,175 shares 42,175 $4.01M 0.05% -74 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,250 shares; 2024Q4: 141,456 shares; 2025Q1: 98,841 shares; 2025Q2: 88,767 shares; 2025Q3: 102,060 shares 102,060 $4M 0.05% +13,293 Timeline KRE 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: 99,222 shares; 2024Q4: 103,908 shares; 2025Q1: 90,432 shares; 2025Q2: 62,637 shares; 2025Q3: 63,100 shares 63,100 $3.99M 0.05% +463 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 27,316 shares; 2025Q1: 20,126 shares; 2025Q2: 52,387 shares; 2025Q3: 32,926 shares 32,926 $3.99M 0.05% -19,461 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,718 shares; 2024Q4: 38,269 shares; 2025Q1: 50,915 shares; 2025Q2: 50,383 shares; 2025Q3: 49,610 shares 49,610 $3.97M 0.05% -773 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,047 shares; 2024Q4: 278,762 shares; 2025Q1: 300,970 shares; 2025Q2: 295,779 shares; 2025Q3: 397,512 shares 397,512 $3.96M 0.05% +101,733 Timeline FXO 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: 9,235 shares; 2025Q1: 74,856 shares; 2025Q2: 67,009 shares; 2025Q3: 66,617 shares 66,617 $3.96M 0.05% -392 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,702 shares; 2024Q4: 88,588 shares; 2025Q1: 105,657 shares; 2025Q2: 160,559 shares; 2025Q3: 173,897 shares 173,897 $3.95M 0.05% +13,338 Timeline FXR 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: 70,904 shares; 2024Q4: 70,623 shares; 2025Q1: 60,498 shares; 2025Q2: 51,185 shares; 2025Q3: 50,562 shares 50,562 $3.95M 0.05% -623 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,828 shares; 2025Q1: 4,395 shares; 2025Q2: 4,214 shares; 2025Q3: 4,134 shares 4,134 $3.94M 0.05% -80 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: 69,343 shares; 2024Q4: 62,805 shares; 2025Q1: 62,089 shares; 2025Q2: 58,052 shares; 2025Q3: 64,223 shares 64,223 $3.93M 0.05% +6,171 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: 34,851 shares; 2024Q4: 21,710 shares; 2025Q1: 25,043 shares; 2025Q2: 26,032 shares; 2025Q3: 17,196 shares 17,196 $3.88M 0.05% -8,836 Timeline AIQ 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: 27,873 shares; 2024Q4: 28,934 shares; 2025Q1: 80,264 shares; 2025Q2: 77,992 shares; 2025Q3: 78,258 shares 78,258 $3.87M 0.05% +266 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 36,212 shares; 2025Q1: 93,019 shares; 2025Q2: 111,442 shares; 2025Q3: 109,895 shares 109,895 $3.82M 0.05% -1,547 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,080 shares; 2024Q4: 48,369 shares; 2025Q1: 49,001 shares; 2025Q2: 47,128 shares; 2025Q3: 46,145 shares 46,145 $3.8M 0.05% -983 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: 35,663 shares; 2024Q4: 47,361 shares; 2025Q1: 34,363 shares; 2025Q2: 30,819 shares; 2025Q3: 26,267 shares 26,267 $3.79M 0.05% -4,552 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,696 shares; 2024Q4: 24,658 shares; 2025Q1: 23,499 shares; 2025Q2: 23,278 shares; 2025Q3: 21,521 shares 21,521 $3.78M 0.05% -1,757 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: 14,302 shares; 2024Q4: 14,633 shares; 2025Q1: 21,600 shares; 2025Q2: 39,238 shares; 2025Q3: 39,103 shares 39,103 $3.78M 0.05% -135 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,571 shares; 2025Q1: 80,638 shares; 2025Q2: 346,289 shares; 2025Q3: 186,947 shares 186,947 $3.77M 0.05% -159,342 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,580 shares; 2024Q4: 46,724 shares; 2025Q1: 40,640 shares; 2025Q2: 44,522 shares; 2025Q3: 43,114 shares 43,114 $3.74M 0.05% -1,408 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: 50,214 shares; 2024Q4: 54,981 shares; 2025Q1: 61,421 shares; 2025Q2: 67,359 shares; 2025Q3: 62,967 shares 62,967 $3.73M 0.05% -4,392 CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,912 shares; 2024Q4: 37,064 shares; 2025Q1: 37,906 shares; 2025Q2: 47,325 shares; 2025Q3: 43,830 shares 43,830 $3.7M 0.05% -3,495 Timeline SKYY 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: 23,111 shares; 2024Q4: 22,971 shares; 2025Q1: 27,052 shares; 2025Q2: 28,110 shares; 2025Q3: 27,398 shares 27,398 $3.68M 0.04% -712 Timeline FXU 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: 81,005 shares; 2025Q3: 80,960 shares 80,960 $3.68M 0.04% -45 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,414 shares; 2024Q4: 46,407 shares; 2025Q1: 55,587 shares; 2025Q2: 60,497 shares; 2025Q3: 70,567 shares 70,567 $3.67M 0.04% +10,070 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,468 shares; 2024Q4: 40,688 shares; 2025Q1: 45,199 shares; 2025Q2: 48,917 shares; 2025Q3: 49,355 shares 49,355 $3.63M 0.04% +438 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,565 shares; 2024Q4: 196,765 shares; 2025Q1: 195,728 shares; 2025Q2: 195,510 shares; 2025Q3: 194,369 shares 194,369 $3.62M 0.04% -1,141 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: 17,484 shares; 2024Q4: 17,465 shares; 2025Q1: 17,477 shares; 2025Q2: 17,414 shares; 2025Q3: 17,404 shares 17,404 $3.6M 0.04% -10 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: 34,351 shares; 2024Q4: 33,032 shares; 2025Q1: 51,041 shares; 2025Q2: 86,276 shares; 2025Q3: 204,021 shares 204,021 $3.59M 0.04% +117,745 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,386 shares; 2024Q4: 65,965 shares; 2025Q1: 70,523 shares; 2025Q2: 85,167 shares; 2025Q3: 82,593 shares 82,593 $3.59M 0.04% -2,574 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,248 shares; 2024Q4: 77,493 shares; 2025Q1: 86,770 shares; 2025Q2: 87,219 shares; 2025Q3: 95,603 shares 95,603 $3.58M 0.04% +8,384 Timeline FAN 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: 185,961 shares; 2025Q3: 185,791 shares 185,791 $3.57M 0.04% -170 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: 8,629 shares; 2024Q4: 8,512 shares; 2025Q1: 8,490 shares; 2025Q2: 9,912 shares; 2025Q3: 10,282 shares 10,282 $3.56M 0.04% +370 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,128 shares; 2024Q4: 28,580 shares; 2025Q1: 27,882 shares; 2025Q2: 26,902 shares; 2025Q3: 27,110 shares 27,110 $3.56M 0.04% +208 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: 11,450 shares; 2024Q4: 14,312 shares; 2025Q1: 12,054 shares; 2025Q2: 11,284 shares; 2025Q3: 11,836 shares 11,836 $3.56M 0.04% +552 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,061 shares; 2024Q4: 197,120 shares; 2025Q1: 210,894 shares; 2025Q2: 212,205 shares; 2025Q3: 219,447 shares 219,447 $3.55M 0.04% +7,242 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: 70,449 shares; 2024Q4: 65,712 shares; 2025Q1: 54,224 shares; 2025Q2: 52,578 shares; 2025Q3: 52,704 shares 52,704 $3.53M 0.04% +126 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,560 shares; 2024Q4: 48,411 shares; 2025Q1: 48,789 shares; 2025Q2: 47,851 shares; 2025Q3: 49,128 shares 49,128 $3.51M 0.04% +1,277 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,288 shares; 2024Q4: 165,655 shares; 2025Q1: 208,136 shares; 2025Q2: 210,890 shares; 2025Q3: 217,834 shares 217,834 $3.51M 0.04% +6,944 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,761 shares; 2024Q4: 35,499 shares; 2025Q1: 37,794 shares; 2025Q2: 51,581 shares; 2025Q3: 54,506 shares 54,506 $3.5M 0.04% +2,925 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,525 shares; 2024Q4: 268,461 shares; 2025Q1: 276,323 shares; 2025Q2: 296,999 shares; 2025Q3: 212,978 shares 212,978 $3.49M 0.04% -84,021 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: 36,076 shares; 2024Q4: 36,293 shares; 2025Q1: 41,138 shares; 2025Q2: 42,749 shares; 2025Q3: 41,541 shares 41,541 $3.49M 0.04% -1,208 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,938 shares; 2024Q4: 87,920 shares; 2025Q1: 100,402 shares; 2025Q2: 118,631 shares; 2025Q3: 117,893 shares 117,893 $3.49M 0.04% -738 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: 14,949 shares; 2024Q4: 15,194 shares; 2025Q1: 16,250 shares; 2025Q2: 19,234 shares; 2025Q3: 20,136 shares 20,136 $3.48M 0.04% +902 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,549 shares; 2024Q4: 74,372 shares; 2025Q1: 59,965 shares; 2025Q2: 58,001 shares; 2025Q3: 60,419 shares 60,419 $3.48M 0.04% +2,418 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,653 shares; 2024Q4: 37,164 shares; 2025Q1: 36,371 shares; 2025Q2: 37,525 shares; 2025Q3: 39,184 shares 39,184 $3.44M 0.04% +1,659 Timeline SPGP 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: 42,061 shares; 2024Q4: 36,439 shares; 2025Q1: 33,354 shares; 2025Q2: 32,246 shares; 2025Q3: 30,254 shares 30,254 $3.44M 0.04% -1,992 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: 31,866 shares; 2024Q4: 33,197 shares; 2025Q1: 32,270 shares; 2025Q2: 32,948 shares; 2025Q3: 34,263 shares 34,263 $3.42M 0.04% +1,315 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,644 shares; 2024Q4: 25,659 shares; 2025Q1: 29,898 shares; 2025Q2: 29,983 shares; 2025Q3: 24,750 shares 24,750 $3.42M 0.04% -5,233 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: 12,463 shares; 2024Q4: 13,162 shares; 2025Q1: 10,779 shares; 2025Q2: 10,772 shares; 2025Q3: 11,857 shares 11,857 $3.42M 0.04% +1,085 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,454 shares; 2025Q1: 7,505 shares; 2025Q2: 8,113 shares; 2025Q3: 8,011 shares 8,011 $3.41M 0.04% -102 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,717 shares; 2024Q4: 40,114 shares; 2025Q1: 45,115 shares; 2025Q2: 48,263 shares; 2025Q3: 138,692 shares 138,692 $3.41M 0.04% +90,429 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,407 shares; 2025Q1: 8,953 shares; 2025Q2: 10,566 shares; 2025Q3: 90,179 shares 90,179 $3.39M 0.04% +79,613 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,033 shares; 2024Q4: 78,922 shares; 2025Q1: 85,741 shares; 2025Q2: 68,188 shares; 2025Q3: 63,987 shares 63,987 $3.38M 0.04% -4,201 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: 21,396 shares; 2024Q4: 21,738 shares; 2025Q1: 26,953 shares; 2025Q2: 23,987 shares; 2025Q3: 27,656 shares 27,656 $3.38M 0.04% +3,669 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,913 shares 44,913 $3.37M 0.04% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,157 shares; 2025Q1: 1,222 shares; 2025Q2: 7,749 shares; 2025Q3: 7,795 shares 7,795 $3.37M 0.04% +46 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,806 shares; 2024Q4: 73,632 shares; 2025Q1: 75,261 shares; 2025Q2: 75,105 shares; 2025Q3: 75,016 shares 75,016 $3.34M 0.04% -89 Timeline CARY 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: 122,683 shares; 2024Q4: 125,865 shares; 2025Q1: 132,048 shares; 2025Q2: 143,860 shares; 2025Q3: 158,401 shares 158,401 $3.31M 0.04% +14,541 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,678 shares; 2024Q4: 44,337 shares; 2025Q1: 66,126 shares; 2025Q2: 65,742 shares; 2025Q3: 65,616 shares 65,616 $3.31M 0.04% -126 Timeline PGX 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: 210,981 shares; 2024Q4: 206,856 shares; 2025Q1: 224,673 shares; 2025Q2: 263,178 shares; 2025Q3: 284,870 shares 284,870 $3.3M 0.04% +21,692 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,285 shares; 2024Q4: 210,888 shares; 2025Q1: 223,153 shares; 2025Q2: 263,864 shares; 2025Q3: 266,988 shares 266,988 $3.3M 0.04% +3,124 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: 26,159 shares; 2024Q4: 15,721 shares; 2025Q1: 16,343 shares; 2025Q2: 16,337 shares; 2025Q3: 16,781 shares 16,781 $3.29M 0.04% +444 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,610 shares; 2024Q4: 68,515 shares; 2025Q1: 73,113 shares; 2025Q2: 82,957 shares; 2025Q3: 86,884 shares 86,884 $3.28M 0.04% +3,927 Timeline BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,138 shares; 2024Q4: 11,263 shares; 2025Q1: 12,018 shares; 2025Q2: 73,783 shares; 2025Q3: 130,087 shares 130,087 $3.26M 0.04% +56,304 IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,161 shares; 2025Q3: 47,669 shares 47,669 $3.26M 0.04% -492 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 12,593 shares; 2025Q1: 12,093 shares; 2025Q2: 775,833 shares; 2025Q3: 785,307 shares 785,307 $3.26M 0.04% +9,474 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: 33,176 shares; 2024Q4: 33,076 shares; 2025Q1: 43,211 shares; 2025Q2: 46,516 shares; 2025Q3: 45,870 shares 45,870 $3.26M 0.04% -646 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,289 shares; 2024Q4: 63,690 shares; 2025Q1: 64,244 shares; 2025Q2: 66,446 shares; 2025Q3: 56,513 shares 56,513 $3.25M 0.04% -9,933 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 18,590 shares; 2025Q1: 19,556 shares; 2025Q2: 9,459 shares; 2025Q3: 9,316 shares 9,316 $3.23M 0.04% -143 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,361 shares; 2024Q4: 43,808 shares; 2025Q1: 41,329 shares; 2025Q2: 39,796 shares; 2025Q3: 39,249 shares 39,249 $3.22M 0.04% -547 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: 198,067 shares; 2024Q4: 209,593 shares; 2025Q1: 173,970 shares; 2025Q2: 105,547 shares; 2025Q3: 102,061 shares 102,061 $3.21M 0.04% -3,486 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,167 shares; 2024Q4: 12,421 shares; 2025Q1: 12,683 shares; 2025Q2: 12,430 shares; 2025Q3: 12,288 shares 12,288 $3.2M 0.04% -142 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,810 shares; 2024Q4: 68,776 shares; 2025Q1: 53,535 shares; 2025Q2: 53,347 shares; 2025Q3: 53,571 shares 53,571 $3.2M 0.04% +224 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 19,354 shares; 2025Q1: 16,513 shares; 2025Q2: 16,580 shares; 2025Q3: 15,929 shares 15,929 $3.19M 0.04% -651 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 6,298 shares; 2025Q1: 6,353 shares; 2025Q2: 6,403 shares; 2025Q3: 6,398 shares 6,398 $3.19M 0.04% -5 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,436 shares; 2024Q4: 41,284 shares; 2025Q1: 35,637 shares; 2025Q2: 30,085 shares; 2025Q3: 30,962 shares 30,962 $3.18M 0.04% +877 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: 37,172 shares; 2024Q4: 45,647 shares; 2025Q1: 35,792 shares; 2025Q2: 34,995 shares; 2025Q3: 35,204 shares 35,204 $3.17M 0.04% +209 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,225 shares; 2024Q4: 71,533 shares; 2025Q1: 72,593 shares; 2025Q2: 73,096 shares; 2025Q3: 73,099 shares 73,099 $3.17M 0.04% +3 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: 16,137 shares; 2024Q4: 15,040 shares; 2025Q1: 16,739 shares; 2025Q2: 15,342 shares; 2025Q3: 15,418 shares 15,418 $3.16M 0.04% +76 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: 47,379 shares; 2024Q4: 60,567 shares; 2025Q1: 68,339 shares; 2025Q2: 79,138 shares; 2025Q3: 86,214 shares 86,214 $3.15M 0.04% +7,076 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,150 shares; 2025Q1: 491,378 shares; 2025Q2: 449,197 shares; 2025Q3: 299,339 shares 299,339 $3.15M 0.04% -149,858 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 15,907 shares; 2025Q1: 19,056 shares; 2025Q2: 15,662 shares; 2025Q3: 9,819 shares 9,819 $3.14M 0.04% -5,843 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: 43,897 shares; 2024Q4: 57,496 shares; 2025Q1: 57,313 shares; 2025Q2: 54,750 shares; 2025Q3: 50,218 shares 50,218 $3.14M 0.04% -4,532 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: 4,191 shares; 2024Q4: 4,889 shares; 2025Q1: 13,736 shares; 2025Q2: 13,843 shares; 2025Q3: 14,221 shares 14,221 $3.12M 0.04% +378 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: 22,951 shares; 2024Q4: 22,853 shares; 2025Q1: 22,462 shares; 2025Q2: 22,300 shares; 2025Q3: 22,276 shares 22,276 $3.11M 0.04% -24 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO 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: 33,435 shares 33,435 $3.09M 0.04% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,343 shares; 2024Q4: 21,329 shares; 2025Q1: 20,870 shares; 2025Q2: 20,472 shares; 2025Q3: 20,577 shares 20,577 $3.08M 0.04% +105 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,057 shares; 2024Q4: 42,602 shares; 2025Q1: 42,468 shares; 2025Q2: 43,729 shares; 2025Q3: 48,066 shares 48,066 $3.07M 0.04% +4,337 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,349 shares; 2024Q4: 76,781 shares; 2025Q1: 82,415 shares; 2025Q2: 90,369 shares; 2025Q3: 98,094 shares 98,094 $3.04M 0.04% +7,725 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,463 shares; 2025Q2: 16,514 shares; 2025Q3: 16,738 shares 16,738 $3.04M 0.04% +224 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 21,203 shares; 2025Q1: 26,103 shares; 2025Q2: 29,727 shares; 2025Q3: 42,467 shares 42,467 $3.02M 0.04% +12,740 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,622 shares; 2024Q4: 20,387 shares; 2025Q1: 14,884 shares; 2025Q2: 14,970 shares; 2025Q3: 24,216 shares 24,216 $3.02M 0.04% +9,246 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: 13,917 shares; 2024Q4: 14,529 shares; 2025Q1: 8,247 shares; 2025Q2: 8,440 shares; 2025Q3: 35,510 shares 35,510 $3.01M 0.04% +27,070 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 8,192 shares; 2025Q1: 6,686 shares; 2025Q2: 7,126 shares; 2025Q3: 7,124 shares 7,124 $3.01M 0.04% -2 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,110 shares; 2024Q4: 50,436 shares; 2025Q1: 61,709 shares; 2025Q2: 64,110 shares; 2025Q3: 78,361 shares 78,361 $3.01M 0.04% +14,251 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: 33,444 shares; 2024Q4: 30,997 shares; 2025Q1: 28,480 shares; 2025Q2: 23,497 shares; 2025Q3: 19,244 shares 19,244 $2.99M 0.04% -4,253 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,820 shares; 2024Q4: 54,545 shares; 2025Q1: 40,911 shares; 2025Q2: 39,031 shares; 2025Q3: 35,944 shares 35,944 $2.99M 0.04% -3,087 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,247 shares; 2024Q4: 42,785 shares; 2025Q1: 52,632 shares; 2025Q2: 56,044 shares; 2025Q3: 61,615 shares 61,615 $2.97M 0.04% +5,571 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,489 shares; 2024Q4: 74,258 shares; 2025Q1: 77,663 shares; 2025Q2: 40,759 shares; 2025Q3: 32,867 shares 32,867 $2.94M 0.04% -7,892 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,552 shares; 2024Q4: 11,037 shares; 2025Q1: 11,300 shares; 2025Q2: 11,070 shares; 2025Q3: 13,681 shares 13,681 $2.94M 0.04% +2,611 Timeline CEMB 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: 46,118 shares; 2024Q4: 47,671 shares; 2025Q1: 52,269 shares; 2025Q2: 60,694 shares; 2025Q3: 63,410 shares 63,410 $2.93M 0.04% +2,716 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,721 shares; 2024Q4: 317,607 shares; 2025Q1: 329,470 shares; 2025Q2: 332,512 shares; 2025Q3: 335,107 shares 335,107 $2.92M 0.04% +2,595 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,903 shares; 2024Q4: 70,103 shares; 2025Q1: 72,045 shares; 2025Q2: 51,012 shares; 2025Q3: 50,192 shares 50,192 $2.91M 0.04% -820 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 18,974 shares; 2025Q1: 12,449 shares; 2025Q2: 12,212 shares; 2025Q3: 12,263 shares 12,263 $2.88M 0.04% +51 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 12,228 shares; 2025Q1: 11,710 shares; 2025Q2: 12,381 shares; 2025Q3: 12,175 shares 12,175 $2.87M 0.04% -206 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: 9,783 shares; 2024Q4: 9,261 shares; 2025Q1: 10,013 shares; 2025Q2: 7,235 shares; 2025Q3: 6,765 shares 6,765 $2.86M 0.03% -470 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,627 shares; 2024Q4: 481,470 shares; 2025Q1: 457,394 shares; 2025Q2: 466,955 shares; 2025Q3: 448,820 shares 448,820 $2.85M 0.03% -18,135 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,126 shares; 2024Q4: 32,595 shares; 2025Q1: 28,048 shares; 2025Q2: 27,788 shares; 2025Q3: 29,677 shares 29,677 $2.85M 0.03% +1,889 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,006 shares; 2024Q4: 73,968 shares; 2025Q1: 70,547 shares; 2025Q2: 65,309 shares; 2025Q3: 64,049 shares 64,049 $2.85M 0.03% -1,260 Timeline