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: 1,935,921 shares; 2024Q4: 1,079,870 shares; 2025Q1: 2,087,173 shares; 2025Q2: 815,096 shares; 2025Q3: 769,341 shares 769,341 $515M 20.46% -45,755 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: 4,952,286 shares; 2024Q4: 2,474,288 shares; 2025Q1: 4,493,517 shares; 2025Q2: 2,618,804 shares; 2025Q3: 2,470,830 shares 2,470,830 $145M 5.78% -147,974 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: 3,596,516 shares; 2024Q4: 2,195,128 shares; 2025Q1: 4,339,839 shares; 2025Q2: 2,278,484 shares; 2025Q3: 2,087,514 shares 2,087,514 $138M 5.47% -190,970 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905,490 shares; 2024Q4: 2,267,240 shares; 2025Q1: 6,089,415 shares; 2025Q2: 3,190,737 shares; 2025Q3: 3,334,727 shares 3,334,727 $132M 5.25% +143,990 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: 816,296 shares; 2024Q4: 519,543 shares; 2025Q1: 724,788 shares; 2025Q2: 202,662 shares; 2025Q3: 197,963 shares 197,963 $121M 4.82% -4,699 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: 1,348,267 shares; 2024Q4: 806,119 shares; 2025Q1: 1,663,047 shares; 2025Q2: 662,810 shares; 2025Q3: 616,349 shares 616,349 $115M 4.57% -46,461 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,807 shares; 2024Q4: 654,868 shares; 2025Q1: 994,985 shares; 2025Q2: 816,725 shares; 2025Q3: 923,723 shares 923,723 $95.5M 3.79% +106,998 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409,575 shares; 2024Q4: 1,527,156 shares; 2025Q1: 2,420,527 shares; 2025Q2: 645,450 shares; 2025Q3: 586,353 shares 586,353 $80.8M 3.21% -59,097 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,843 shares; 2024Q4: 502,555 shares; 2025Q1: 1,168,032 shares; 2025Q2: 582,276 shares; 2025Q3: 526,649 shares 526,649 $76.7M 3.05% -55,627 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,530,686 shares; 2024Q4: 3,566,652 shares; 2025Q1: 4,000,438 shares; 2025Q2: 1,449,780 shares; 2025Q3: 1,081,293 shares 1,081,293 $73M 2.9% -368,487 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,536 shares; 2024Q4: 567,366 shares; 2025Q1: 1,023,999 shares; 2025Q2: 524,888 shares; 2025Q3: 571,851 shares 571,851 $63.6M 2.53% +46,963 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: 221,011 shares; 2024Q4: 192,658 shares; 2025Q1: 344,447 shares; 2025Q2: 852,010 shares; 2025Q3: 698,646 shares 698,646 $61M 2.42% -153,364 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560,617 shares; 2024Q4: 1,026,489 shares; 2025Q1: 1,735,374 shares; 2025Q2: 702,840 shares; 2025Q3: 691,554 shares 691,554 $58.8M 2.34% -11,286 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,976 shares; 2024Q4: 93,021 shares; 2025Q1: 256,859 shares; 2025Q2: 385,120 shares; 2025Q3: 405,964 shares 405,964 $56.1M 2.23% +20,844 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,123 shares; 2024Q4: 566,767 shares; 2025Q1: 948,296 shares; 2025Q2: 396,173 shares; 2025Q3: 424,554 shares 424,554 $41M 1.63% +28,381 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: 226,462 shares; 2024Q4: 113,436 shares; 2025Q1: 217,409 shares; 2025Q2: 56,706 shares; 2025Q3: 56,862 shares 56,862 $37.9M 1.51% +156 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: 113,231 shares; 2024Q4: not reported; 2025Q1: 88,464 shares; 2025Q2: 56,706 shares; 2025Q3: 56,862 shares 56,862 $37.9M 1.51% +156 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291,594 shares; 2024Q4: 1,950,914 shares; 2025Q1: 3,171,017 shares; 2025Q2: 1,338,032 shares; 2025Q3: 1,413,342 shares 1,413,342 $36.1M 1.44% +75,310 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827,447 shares; 2024Q4: 1,751,363 shares; 2025Q1: 1,536,118 shares; 2025Q2: 262,451 shares; 2025Q3: 311,037 shares 311,037 $31.3M 1.24% +48,586 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,057 shares; 2024Q4: 42,088 shares; 2025Q1: 267,057 shares; 2025Q2: 349,933 shares; 2025Q3: 349,933 shares 349,933 $25.5M 1.01% 0 SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,427 shares; 2024Q4: 24,372 shares; 2025Q1: 193,892 shares; 2025Q2: 157,870 shares; 2025Q3: 213,956 shares 213,956 $22.8M 0.91% +56,086 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004,811 shares; 2024Q4: 912,397 shares; 2025Q1: 1,353,974 shares; 2025Q2: 454,634 shares; 2025Q3: 436,920 shares 436,920 $21.5M 0.86% -17,714 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,659 shares; 2024Q4: 354,351 shares; 2025Q1: 619,425 shares; 2025Q2: 327,359 shares; 2025Q3: 253,972 shares 253,972 $20.4M 0.81% -73,387 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038,227 shares; 2024Q4: 1,001,497 shares; 2025Q1: 647,546 shares; 2025Q2: 344,943 shares; 2025Q3: 326,064 shares 326,064 $19.6M 0.78% -18,879 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715,964 shares; 2024Q4: 850,775 shares; 2025Q1: 1,228,973 shares; 2025Q2: 498,961 shares; 2025Q3: 504,949 shares 504,949 $19.1M 0.76% +5,988 Timeline BILS 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: 802,048 shares; 2024Q4: 508,437 shares; 2025Q1: 590,499 shares; 2025Q2: 294,974 shares; 2025Q3: 161,239 shares 161,239 $16M 0.64% -133,735 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,578 shares; 2024Q4: not reported; 2025Q1: 366,467 shares; 2025Q2: 397,056 shares; 2025Q3: 421,211 shares 421,211 $15.9M 0.63% +24,155 Timeline SPYX 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: 906,594 shares; 2024Q4: 600,051 shares; 2025Q1: 839,585 shares; 2025Q2: 192,077 shares; 2025Q3: 285,493 shares 285,493 $15.7M 0.62% +93,416 Timeline DXJ 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: 334,256 shares; 2024Q4: 153,325 shares; 2025Q1: 280,853 shares; 2025Q2: 126,036 shares; 2025Q3: 118,241 shares 118,241 $15.1M 0.6% -7,795 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,304 shares; 2024Q4: 153,312 shares; 2025Q1: 559,637 shares; 2025Q2: 406,326 shares; 2025Q3: 406,326 shares 406,326 $14.8M 0.59% 0 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: 142,230 shares; 2024Q4: not reported; 2025Q1: 144,494 shares; 2025Q2: 145,718 shares; 2025Q3: 146,916 shares 146,916 $13.1M 0.52% +1,198 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: 251,006 shares; 2024Q4: 115,159 shares; 2025Q1: 257,341 shares; 2025Q2: 138,725 shares; 2025Q3: 141,786 shares 141,786 $13M 0.52% +3,061 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340,560 shares; 2025Q3: 130,751 shares 130,751 $12.2M 0.49% -209,809 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,305 shares; 2024Q4: 5,858 shares; 2025Q1: 35,654 shares; 2025Q2: 29,690 shares; 2025Q3: 29,764 shares 29,764 $11.3M 0.45% +74 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,396 shares; 2024Q4: 138,580 shares; 2025Q1: 278,280 shares; 2025Q2: 113,810 shares; 2025Q3: 114,119 shares 114,119 $11.2M 0.44% +309 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,555 shares; 2024Q4: 164,071 shares; 2025Q1: 330,341 shares; 2025Q2: 167,230 shares; 2025Q3: 167,230 shares 167,230 $11M 0.44% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 67,705 shares; 2025Q3: 105,340 shares 105,340 $10.3M 0.41% +37,635 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,842 shares; 2024Q4: not reported; 2025Q1: 18,215 shares; 2025Q2: 16,878 shares; 2025Q3: 17,053 shares 17,053 $8.83M 0.35% +175 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: 36,347 shares; 2024Q4: 38,608 shares; 2025Q1: 62,911 shares; 2025Q2: 26,595 shares; 2025Q3: 34,255 shares 34,255 $8.29M 0.33% +7,660 Timeline ISRA 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: 143,407 shares; 2024Q4: 145,123 shares; 2025Q1: 290,246 shares; 2025Q2: 145,123 shares; 2025Q3: 145,123 shares 145,123 $7.92M 0.31% 0 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: 415,477 shares; 2024Q4: 266,643 shares; 2025Q1: 348,651 shares; 2025Q2: 104,613 shares; 2025Q3: 91,729 shares 91,729 $7.61M 0.3% -12,884 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: 3,119 shares; 2024Q4: 9,237 shares; 2025Q1: 19,235 shares; 2025Q2: 9,855 shares; 2025Q3: 9,855 shares 9,855 $7.24M 0.29% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334,628 shares; 2024Q4: 2,162,143 shares; 2025Q1: 2,812,458 shares; 2025Q2: 123,000 shares; 2025Q3: 78,679 shares 78,679 $7.22M 0.29% -44,321 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: 160,969 shares; 2024Q4: 50,438 shares; 2025Q1: 120,599 shares; 2025Q2: 60,905 shares; 2025Q3: 61,490 shares 61,490 $6.79M 0.27% +585 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: 17,852 shares; 2024Q4: 9,116 shares; 2025Q1: 20,142 shares; 2025Q2: 10,922 shares; 2025Q3: 11,090 shares 11,090 $6.66M 0.26% +168 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,720 shares; 2024Q4: 30,504 shares; 2025Q1: 226,059 shares; 2025Q2: 152,638 shares; 2025Q3: 143,246 shares 143,246 $6.65M 0.26% -9,392 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: 65,947 shares; 2024Q4: 31,748 shares; 2025Q1: 59,259 shares; 2025Q2: 25,276 shares; 2025Q3: 25,276 shares 25,276 $6.14M 0.24% 0 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: 58,481 shares; 2024Q4: 28,932 shares; 2025Q1: 52,823 shares; 2025Q2: 21,935 shares; 2025Q3: 21,935 shares 21,935 $6.13M 0.24% 0 Timeline EPP 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: 296,703 shares; 2024Q4: 135,331 shares; 2025Q1: 267,073 shares; 2025Q2: 138,569 shares; 2025Q3: 116,360 shares 116,360 $6M 0.24% -22,209 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: 19,523 shares; 2024Q4: 17,986 shares; 2025Q1: 36,217 shares; 2025Q2: 18,213 shares; 2025Q3: 18,267 shares 18,267 $5.99M 0.24% +54 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,615 shares; 2024Q4: 26,385 shares; 2025Q1: 101,407 shares; 2025Q2: 29,658 shares; 2025Q3: 29,716 shares 29,716 $5.78M 0.23% +58 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: not reported; 2024Q4: not reported; 2025Q1: 50,220 shares; 2025Q2: 28,448 shares; 2025Q3: 28,572 shares 28,572 $5.42M 0.22% +124 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: not reported; 2024Q4: not reported; 2025Q1: 23,606 shares; 2025Q2: 10,834 shares; 2025Q3: 16,249 shares 16,249 $5.36M 0.21% +5,415 Timeline ABB LTD. ABB LTD. More: the full row for ABB LTD. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,038 shares; 2024Q4: not reported; 2025Q1: 80,821 shares; 2025Q2: 74,204 shares; 2025Q3: 74,204 shares 74,204 $5.34M 0.21% 0 NVSEF NOVARTIS AG-REG More: the full row for NOVARTIS AG-REG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,696 shares; 2024Q4: not reported; 2025Q1: 46,107 shares; 2025Q2: 42,461 shares; 2025Q3: 42,461 shares 42,461 $5.34M 0.21% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,621 shares; 2024Q4: 23,734 shares; 2025Q1: 175,970 shares; 2025Q2: 28,981 shares; 2025Q3: 28,943 shares 28,943 $5.25M 0.21% -38 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,364 shares; 2025Q2: 30,404 shares; 2025Q3: 30,404 shares 30,404 $5.12M 0.2% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,093 shares; 2025Q3: 53,093 shares 53,093 $5.07M 0.2% 0 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: not reported; 2024Q4: 16,921 shares; 2025Q1: 32,501 shares; 2025Q2: 14,363 shares; 2025Q3: 14,364 shares 14,364 $4.9M 0.19% +1 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 18,565 shares; 2025Q1: 35,650 shares; 2025Q2: 15,741 shares; 2025Q3: 15,741 shares 15,741 $4.84M 0.19% 0 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: 125,696 shares; 2024Q4: 86,639 shares; 2025Q1: 163,379 shares; 2025Q2: 70,457 shares; 2025Q3: 70,457 shares 70,457 $4.83M 0.19% 0 Timeline GPDNF DANONE More: the full row for DANONE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,023 shares; 2024Q4: not reported; 2025Q1: 76,740 shares; 2025Q2: 70,457 shares; 2025Q3: 70,457 shares 70,457 $4.83M 0.19% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: not reported; 2025Q1: not reported; 2025Q2: 9,197 shares; 2025Q3: 9,197 shares 9,197 $4.81M 0.19% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162,111 shares; 2025Q2: 71,127 shares; 2025Q3: 71,127 shares 71,127 $4.81M 0.19% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 4,288 shares; 2025Q1: 8,241 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares 3,648 $4.81M 0.19% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,022 shares 5,022 $4.79M 0.19% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,053 shares 18,053 $4.68M 0.19% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,402 shares; 2024Q4: not reported; 2025Q1: 163,778 shares; 2025Q2: 150,884 shares; 2025Q3: 150,884 shares 150,884 $4.63M 0.18% 0 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD 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: 769 shares; 2025Q2: 9,296 shares; 2025Q3: 9,599 shares 9,599 $4.56M 0.18% +303 SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497,458 shares; 2024Q4: 1,158,679 shares; 2025Q1: 1,618,507 shares; 2025Q2: 133,464 shares; 2025Q3: 109,234 shares 109,234 $4.54M 0.18% -24,230 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: 24,620 shares; 2024Q4: 12,310 shares; 2025Q1: 24,620 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares 12,310 $4.38M 0.17% 0 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: 19,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,306 shares 80,306 $4.29M 0.17% new 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: not reported; 2024Q4: 11,531 shares; 2025Q1: 22,477 shares; 2025Q2: 9,328 shares; 2025Q3: 9,328 shares 9,328 $4.27M 0.17% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,230 shares; 2025Q1: 145,787 shares; 2025Q2: 63,878 shares; 2025Q3: 63,878 shares 63,878 $4.1M 0.16% 0 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,835 shares; 2025Q3: 17,835 shares 17,835 $4.01M 0.16% 0 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: 19,377 shares; 2024Q4: 9,979 shares; 2025Q1: 18,753 shares; 2025Q2: 8,056 shares; 2025Q3: 8,056 shares 8,056 $3.91M 0.16% 0 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: not reported; 2025Q1: 23,936 shares; 2025Q2: 10,360 shares; 2025Q3: 10,360 shares 10,360 $3.53M 0.14% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,091 shares; 2024Q4: 547,958 shares; 2025Q1: 583,245 shares; 2025Q2: 23,873 shares; 2025Q3: 23,933 shares 23,933 $3.48M 0.14% +60 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,158 shares 7,158 $3.48M 0.14% new Timeline VPL 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: 34,492 shares; 2024Q4: not reported; 2025Q1: 48,649 shares; 2025Q2: 39,385 shares; 2025Q3: 39,623 shares 39,623 $3.48M 0.14% +238 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,194 shares; 2024Q4: 84,622 shares; 2025Q1: 160,858 shares; 2025Q2: 90,998 shares; 2025Q3: 73,209 shares 73,209 $3.37M 0.13% -17,789 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,634 shares; 2025Q2: 29,222 shares; 2025Q3: 30,632 shares 30,632 $3.26M 0.13% +1,410 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: 170,975 shares; 2024Q4: 88,770 shares; 2025Q1: 167,419 shares; 2025Q2: 72,210 shares; 2025Q3: 72,210 shares 72,210 $3.26M 0.13% 0 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: 7,849 shares; 2024Q4: 2,618 shares; 2025Q1: 6,337 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares 3,535 $3.25M 0.13% 0 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: 32,800 shares; 2024Q4: not reported; 2025Q1: 13,525 shares; 2025Q2: 12,620 shares; 2025Q3: 12,423 shares 12,423 $3.16M 0.13% -197 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: 34,139 shares; 2024Q4: 15,985 shares; 2025Q1: 30,226 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares 13,075 $3.1M 0.12% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,271 shares; 2024Q4: not reported; 2025Q1: 29,005 shares; 2025Q2: 29,108 shares; 2025Q3: 29,220 shares 29,220 $2.78M 0.11% +112 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,597 shares; 2024Q4: 8,121 shares; 2025Q1: 26,224 shares; 2025Q2: 57,514 shares; 2025Q3: 51,649 shares 51,649 $2.61M 0.1% -5,865 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 4,309 shares; 2025Q1: 8,124 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares 3,504 $2.58M 0.1% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,632 shares; 2024Q4: not reported; 2025Q1: 32,216 shares; 2025Q2: 29,579 shares; 2025Q3: 29,579 shares 29,579 $2.51M 0.1% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,980 shares; 2024Q4: 28,990 shares; 2025Q1: 57,980 shares; 2025Q2: 28,990 shares; 2025Q3: 28,990 shares 28,990 $2.46M 0.1% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,937 shares; 2024Q4: not reported; 2025Q1: 6,359 shares; 2025Q2: 5,839 shares; 2025Q3: 5,839 shares 5,839 $2.45M 0.1% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,927 shares; 2025Q1: 40,717 shares; 2025Q2: 17,252 shares; 2025Q3: 17,252 shares 17,252 $2.42M 0.1% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,400 shares; 2024Q4: 41,894 shares; 2025Q1: 83,788 shares; 2025Q2: 41,894 shares; 2025Q3: 41,894 shares 41,894 $2.18M 0.09% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,780 shares; 2024Q4: 46,890 shares; 2025Q1: 93,780 shares; 2025Q2: 46,890 shares; 2025Q3: 46,890 shares 46,890 $1.97M 0.08% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,441 shares; 2024Q4: not reported; 2025Q1: 142,441 shares; 2025Q2: 142,441 shares; 2025Q3: 218,359 shares 218,359 $1.68M 0.07% +75,918 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 12,358 shares; 2025Q1: 24,850 shares; 2025Q2: 12,534 shares; 2025Q3: 12,644 shares 12,644 $1.51M 0.06% +110 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: not reported; 2024Q4: not reported; 2025Q1: 31,682 shares; 2025Q2: 17,823 shares; 2025Q3: 15,178 shares 15,178 $1.47M 0.06% -2,645 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,626 shares; 2025Q3: 11,626 shares 11,626 $1.46M 0.06% 0 Timeline IGIFF IGM FINANCIAL INC More: the full row for IGM FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,626 shares; 2025Q3: 11,626 shares 11,626 $1.46M 0.06% 0 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: 14,400 shares; 2024Q4: 7,200 shares; 2025Q1: 14,400 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares 7,200 $1.41M 0.06% 0 Timeline VNQI 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: 37,411 shares; 2024Q4: 9,213 shares; 2025Q1: 39,710 shares; 2025Q2: 21,861 shares; 2025Q3: 22,943 shares 22,943 $1.1M 0.04% +1,082 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: 3,569 shares; 2024Q4: not reported; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 5,073 shares 5,073 $1.09M 0.04% +21 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,788 shares; 2024Q4: not reported; 2025Q1: 67,788 shares; 2025Q2: 67,788 shares; 2025Q3: 67,788 shares 67,788 $1.09M 0.04% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,669 shares; 2024Q4: 96,583 shares; 2025Q1: 140,611 shares; 2025Q2: 29,769 shares; 2025Q3: 24,734 shares 24,734 $1.04M 0.04% -5,035 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: not reported; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares; 2025Q3: 7,391 shares 7,391 $985K 0.04% 0 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: 27,187 shares; 2024Q4: 13,669 shares; 2025Q1: 27,446 shares; 2025Q2: not reported; 2025Q3: 4,361 shares 4,361 $901K 0.04% new 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: 773 shares; 2024Q4: not reported; 2025Q1: 751 shares; 2025Q2: 726 shares; 2025Q3: 726 shares 726 $870K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,183 shares; 2025Q3: 3,189 shares 3,189 $865K 0.03% +6 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,180 shares; 2024Q4: 42,607 shares; 2025Q1: 54,830 shares; 2025Q2: 12,398 shares; 2025Q3: 12,398 shares 12,398 $806K 0.03% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,546 shares; 2024Q4: 40,282 shares; 2025Q1: 82,637 shares; 2025Q2: 42,373 shares; 2025Q3: 43,375 shares 43,375 $799K 0.03% +1,002 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: 2,013 shares; 2024Q4: 1,008 shares; 2025Q1: 2,020 shares; 2025Q2: 1,012 shares; 2025Q3: 1,014 shares 1,014 $774K 0.03% +2 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 16,000 shares 16,000 $751K 0.03% new Timeline DIDIY DIDI GLOBAL INC More: the full row for DIDI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,566 shares; 2024Q4: not reported; 2025Q1: 119,566 shares; 2025Q2: 119,566 shares; 2025Q3: 119,566 shares 119,566 $744K 0.03% 0 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,546 shares; 2025Q2: 12,479 shares; 2025Q3: 12,479 shares 12,479 $736K 0.03% 0 Timeline SRVR 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: 45,429 shares; 2024Q4: 22,714 shares; 2025Q1: 45,429 shares; 2025Q2: 22,714 shares; 2025Q3: 22,714 shares 22,714 $720K 0.03% 0 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: 4,041 shares; 2024Q4: not reported; 2025Q1: 4,051 shares; 2025Q2: 4,176 shares; 2025Q3: 4,181 shares 4,181 $714K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares 6,125 $704K 0.03% 0 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: 13,868 shares; 2024Q4: 6,934 shares; 2025Q1: 13,868 shares; 2025Q2: 6,934 shares; 2025Q3: 6,934 shares 6,934 $695K 0.03% 0 Timeline INDS 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: 34,274 shares; 2024Q4: 17,137 shares; 2025Q1: 34,274 shares; 2025Q2: 17,137 shares; 2025Q3: 17,137 shares 17,137 $638K 0.03% 0 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: 1,608 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares 1,858 $627K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,209 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares 1,329 $561K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,813 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares 8,788 $536K 0.02% 0 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: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares 2,254 $532K 0.02% 0 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares 2,254 $532K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares 1,212 $511K 0.02% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,105 shares; 2025Q2: 8,733 shares; 2025Q3: 10,507 shares 10,507 $498K 0.02% +1,774 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares; 2025Q3: 3,281 shares 3,281 $495K 0.02% -557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: 2,219 shares 2,219 $490K 0.02% +424 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 1,681 shares; 2025Q3: 2,095 shares 2,095 $481K 0.02% +414 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: not reported; 2024Q4: not reported; 2025Q1: 2,998 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $480K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,208 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares 3,581 $470K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 4,543 shares; 2025Q1: 9,086 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares 4,543 $468K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares 1,042 $463K 0.02% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,950 shares; 2024Q4: not reported; 2025Q1: 29,950 shares; 2025Q2: 29,950 shares; 2025Q3: 29,950 shares 29,950 $434K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 6,324 shares; 2025Q1: 12,647 shares; 2025Q2: 6,324 shares; 2025Q3: 6,324 shares 6,324 $429K 0.02% 0 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: 76,489 shares; 2024Q4: 95,221 shares; 2025Q1: 122,847 shares; 2025Q2: 7,825 shares; 2025Q3: 7,865 shares 7,865 $426K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares 1,727 $421K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,211 shares 5,211 $420K 0.02% new Timeline SAFRF SAFRAN SA More: the full row for SAFRAN SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares 1,158 $408K 0.02% 0 Timeline PCG PG&E CORP More: the full row for PG&E 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: 18,801 shares; 2025Q2: 26,066 shares; 2025Q3: 26,066 shares 26,066 $393K 0.02% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,112 shares 10,112 $392K 0.02% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: not reported; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares 1,529 $351K 0.01% 0 Timeline TEAD TEADS HLDG CO More: the full row for TEADS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,407 shares; 2024Q4: not reported; 2025Q1: 209,407 shares; 2025Q2: 209,407 shares; 2025Q3: 209,407 shares 209,407 $346K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,322 shares; 2024Q4: 37,998 shares; 2025Q1: 92,322 shares; 2025Q2: 54,324 shares; 2025Q3: 41,326 shares 41,326 $329K 0.01% -12,998 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: 117,451 shares; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares 2,529 $329K 0.01% 0 Timeline IBBQ 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: 25,833 shares; 2024Q4: 12,917 shares; 2025Q1: 25,833 shares; 2025Q2: 12,917 shares; 2025Q3: 12,917 shares 12,917 $314K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: not reported; 2025Q1: 2,424 shares; 2025Q2: 2,435 shares; 2025Q3: 2,446 shares 2,446 $308K 0.01% +11 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: not reported; 2025Q1: 15,384 shares; 2025Q2: 15,384 shares; 2025Q3: 15,384 shares 15,384 $307K 0.01% 0 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: 3,063 shares; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares 3,063 $300K 0.01% 0 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: not reported; 2025Q1: 13,147 shares; 2025Q2: 13,147 shares; 2025Q3: 13,147 shares 13,147 $269K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 4,215 shares; 2025Q3: 2,827 shares 2,827 $263K 0.01% -1,388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares 2,432 $247K 0.01% 0 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: 1,877 shares; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares 1,877 $246K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares 1,484 $234K 0.01% 0 Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 11,924 shares; 2025Q3: 11,924 shares 11,924 $231K 0.01% 0 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: 459 shares; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 490 shares; 2025Q3: 459 shares 459 $231K 0.01% -31 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,283 shares; 2024Q4: 24,088 shares; 2025Q1: 27,250 shares; 2025Q2: 3,041 shares; 2025Q3: 2,835 shares 2,835 $230K 0.01% -206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares 1,254 $229K 0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,384 shares; 2024Q4: 112,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,509 shares 3,509 $221K 0.01% new Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,845 shares; 2024Q4: 93,248 shares; 2025Q1: 254,845 shares; 2025Q2: 161,597 shares; 2025Q3: 161,597 shares 161,597 $200K 0.01% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL 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: 30,000 shares; 2025Q3: 30,000 shares 30,000 $90K <0.01% 0 Timeline