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: 51,360,730 shares; 2024Q4: 51,303,099 shares; 2025Q1: 101,305,650 shares; 2025Q2: 51,293,980 shares; 2025Q3: 51,364,189 shares 51,364,189 $39.2B 23.77% +70,209 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: 14,785,364 shares; 2024Q4: 15,123,633 shares; 2025Q1: 15,270,271 shares; 2025Q2: 15,375,370 shares; 2025Q3: 15,453,057 shares 15,453,057 $10.3B 6.27% +77,687 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: 19,719,823 shares; 2024Q4: 19,350,242 shares; 2025Q1: 19,212,466 shares; 2025Q2: 19,111,492 shares; 2025Q3: 19,233,102 shares 19,233,102 $4.9B 2.97% +121,610 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: 9,436,069 shares; 2024Q4: 9,244,759 shares; 2025Q1: 9,166,782 shares; 2025Q2: 9,139,154 shares; 2025Q3: 9,261,382 shares 9,261,382 $4.8B 2.91% +122,228 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: 4,213,441 shares; 2024Q4: 4,176,981 shares; 2025Q1: 4,144,794 shares; 2025Q2: 4,088,119 shares; 2025Q3: 4,049,400 shares 4,049,400 $2.7B 1.64% -38,719 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: 8,597,682 shares; 2024Q4: 8,533,681 shares; 2025Q1: 8,527,273 shares; 2025Q2: 8,480,898 shares; 2025Q3: 8,921,814 shares 8,921,814 $2.17B 1.32% +440,916 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: 6,893,184 shares; 2024Q4: 6,834,223 shares; 2025Q1: 6,789,550 shares; 2025Q2: 6,755,668 shares; 2025Q3: 6,849,208 shares 6,849,208 $2.16B 1.31% +93,540 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: 6,961,114 shares; 2024Q4: 9,150,425 shares; 2025Q1: 9,623,230 shares; 2025Q2: 10,092,364 shares; 2025Q3: 10,655,959 shares 10,655,959 $1.99B 1.21% +563,595 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: 3,089,591 shares; 2024Q4: 3,116,706 shares; 2025Q1: 3,105,782 shares; 2025Q2: 3,062,983 shares; 2025Q3: 3,071,021 shares 3,071,021 $1.84B 1.12% +8,038 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: 5,056,206 shares; 2024Q4: 4,804,682 shares; 2025Q1: 4,809,642 shares; 2025Q2: 4,818,752 shares; 2025Q3: 4,794,070 shares 4,794,070 $1.58B 0.96% -24,682 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910,893 shares; 2024Q4: 4,911,189 shares; 2025Q1: 4,910,823 shares; 2025Q2: 4,910,661 shares; 2025Q3: 4,910,562 shares 4,910,562 $1.56B 0.95% -99 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: 6,539,068 shares; 2024Q4: 6,523,542 shares; 2025Q1: 6,594,373 shares; 2025Q2: 6,632,605 shares; 2025Q3: 6,678,437 shares 6,678,437 $1.47B 0.89% +45,832 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: 3,133,470 shares; 2024Q4: 3,120,331 shares; 2025Q1: 3,099,072 shares; 2025Q2: 3,112,830 shares; 2025Q3: 3,110,490 shares 3,110,490 $1.46B 0.88% -2,340 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: 14,921,871 shares; 2024Q4: 14,972,561 shares; 2025Q1: 15,359,042 shares; 2025Q2: 16,039,614 shares; 2025Q3: 16,362,800 shares 16,362,800 $1.43B 0.87% +323,186 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: 18,877,057 shares; 2024Q4: 19,089,313 shares; 2025Q1: 19,456,952 shares; 2025Q2: 19,788,159 shares; 2025Q3: 15,755,575 shares 15,755,575 $1.4B 0.85% -4,032,584 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: 7,831,955 shares; 2024Q4: 7,679,398 shares; 2025Q1: 7,296,524 shares; 2025Q2: 7,080,789 shares; 2025Q3: 6,755,853 shares 6,755,853 $1.31B 0.8% -324,936 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: 3,210,564 shares; 2024Q4: 3,159,385 shares; 2025Q1: 3,142,405 shares; 2025Q2: 3,127,479 shares; 2025Q3: 3,215,979 shares 3,215,979 $1.3B 0.79% +88,500 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: 8,288,400 shares; 2024Q4: 8,180,655 shares; 2025Q1: 8,148,518 shares; 2025Q2: 8,061,800 shares; 2025Q3: 8,086,388 shares 8,086,388 $1.24B 0.75% +24,588 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: 13,509,371 shares; 2024Q4: 13,436,472 shares; 2025Q1: 13,157,154 shares; 2025Q2: 12,897,853 shares; 2025Q3: 12,747,480 shares 12,747,480 $1.23B 0.75% -150,373 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: 10,782,008 shares; 2024Q4: 10,719,437 shares; 2025Q1: 10,629,938 shares; 2025Q2: 10,518,446 shares; 2025Q3: 10,681,632 shares 10,681,632 $1.2B 0.73% +163,186 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: 6,213,679 shares; 2024Q4: 6,084,909 shares; 2025Q1: 6,051,985 shares; 2025Q2: 5,996,619 shares; 2025Q3: 6,135,187 shares 6,135,187 $1.14B 0.69% +138,568 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: 2,345,281 shares; 2024Q4: 2,309,346 shares; 2025Q1: 2,319,874 shares; 2025Q2: 2,329,175 shares; 2025Q3: 2,328,423 shares 2,328,423 $1.12B 0.68% -752 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,625,741 shares; 2024Q4: 39,816,820 shares; 2025Q1: 41,036,037 shares; 2025Q2: 41,157,180 shares; 2025Q3: 48,268,533 shares 48,268,533 $1.12B 0.68% +7,111,353 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,741,271 shares; 2024Q4: 75,276,309 shares; 2025Q1: 75,255,876 shares; 2025Q2: 74,977,747 shares; 2025Q3: 74,668,046 shares 74,668,046 $1.08B 0.65% -309,701 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: 16,534,559 shares; 2024Q4: 16,591,359 shares; 2025Q1: 15,779,484 shares; 2025Q2: 15,612,577 shares; 2025Q3: 15,630,513 shares 15,630,513 $1.02B 0.62% +17,936 Timeline AVLV 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: 6,179,549 shares; 2025Q2: 16,158,842 shares; 2025Q3: 14,070,399 shares 14,070,399 $1.02B 0.62% -2,088,443 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: 1,250,348 shares; 2024Q4: 1,257,937 shares; 2025Q1: 1,295,495 shares; 2025Q2: 1,345,118 shares; 2025Q3: 1,358,036 shares 1,358,036 $997M 0.6% +12,918 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: 4,338,647 shares; 2024Q4: 4,142,322 shares; 2025Q1: 4,138,199 shares; 2025Q2: 4,085,956 shares; 2025Q3: 4,295,432 shares 4,295,432 $995M 0.6% +209,476 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,524,295 shares; 2024Q4: 31,005,400 shares; 2025Q1: 30,593,403 shares; 2025Q2: 31,568,040 shares; 2025Q3: 22,375,935 shares 22,375,935 $989M 0.6% -9,192,105 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: 3,075,970 shares; 2024Q4: 3,082,417 shares; 2025Q1: 2,793,902 shares; 2025Q2: 2,824,681 shares; 2025Q3: 2,884,879 shares 2,884,879 $985M 0.6% +60,198 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: 8,174,489 shares; 2024Q4: 8,820,344 shares; 2025Q1: 8,935,306 shares; 2025Q2: 9,128,626 shares; 2025Q3: 9,425,011 shares 9,425,011 $945M 0.57% +296,385 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: 8,143,297 shares; 2024Q4: 8,136,908 shares; 2025Q1: 8,100,347 shares; 2025Q2: 8,024,639 shares; 2025Q3: 7,878,292 shares 7,878,292 $936M 0.57% -146,347 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: 3,329,288 shares; 2024Q4: 3,282,455 shares; 2025Q1: 3,257,265 shares; 2025Q2: 3,217,897 shares; 2025Q3: 3,134,815 shares 3,134,815 $882M 0.53% -83,082 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: 11,526,615 shares; 2024Q4: 11,895,641 shares; 2025Q1: 12,311,022 shares; 2025Q2: 12,852,948 shares; 2025Q3: 13,289,934 shares 13,289,934 $876M 0.53% +436,986 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469,504 shares; 2024Q4: 2,437,281 shares; 2025Q1: 2,419,538 shares; 2025Q2: 2,385,776 shares; 2025Q3: 2,358,504 shares 2,358,504 $862M 0.52% -27,272 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,549 shares; 2024Q4: 1,063,469 shares; 2025Q1: 5,702,843 shares; 2025Q2: 6,858,260 shares; 2025Q3: 10,210,842 shares 10,210,842 $819M 0.5% +3,352,582 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: 2,823,744 shares; 2024Q4: 2,790,587 shares; 2025Q1: 2,624,866 shares; 2025Q2: 2,592,768 shares; 2025Q3: 2,682,093 shares 2,682,093 $815M 0.49% +89,325 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: 9,755,967 shares; 2024Q4: 9,637,029 shares; 2025Q1: 9,291,281 shares; 2025Q2: 8,602,910 shares; 2025Q3: 8,414,922 shares 8,414,922 $812M 0.49% -187,988 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: 2,456,836 shares; 2024Q4: 2,434,605 shares; 2025Q1: 2,549,338 shares; 2025Q2: 2,549,479 shares; 2025Q3: 2,459,008 shares 2,459,008 $807M 0.49% -90,471 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160,341 shares; 2024Q4: 4,156,445 shares; 2025Q1: 4,226,122 shares; 2025Q2: 4,265,950 shares; 2025Q3: 4,305,594 shares 4,305,594 $803M 0.49% +39,644 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: 9,152,736 shares; 2024Q4: 8,919,677 shares; 2025Q1: 8,660,639 shares; 2025Q2: 8,689,604 shares; 2025Q3: 8,497,206 shares 8,497,206 $793M 0.48% -192,398 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: 1,172 shares; 2024Q4: 1,149 shares; 2025Q1: 1,117 shares; 2025Q2: 1,084 shares; 2025Q3: 1,045 shares 1,045 $788M 0.48% -39 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: 7,366,762 shares; 2024Q4: 7,338,394 shares; 2025Q1: 7,158,356 shares; 2025Q2: 7,528,127 shares; 2025Q3: 7,257,669 shares 7,257,669 $773M 0.47% -270,458 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: 3,130,181 shares; 2024Q4: 3,125,652 shares; 2025Q1: 3,054,391 shares; 2025Q2: 2,995,588 shares; 2025Q3: 2,990,928 shares 2,990,928 $724M 0.44% -4,660 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: 2,910,022 shares; 2024Q4: 2,823,270 shares; 2025Q1: 2,801,703 shares; 2025Q2: 2,843,415 shares; 2025Q3: 2,858,442 shares 2,858,442 $696M 0.42% +15,027 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: 3,247,266 shares; 2024Q4: 3,386,955 shares; 2025Q1: 3,355,155 shares; 2025Q2: 3,412,793 shares; 2025Q3: 3,391,670 shares 3,391,670 $691M 0.42% -21,123 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: 2,370,206 shares; 2024Q4: 2,375,851 shares; 2025Q1: 2,352,154 shares; 2025Q2: 2,315,383 shares; 2025Q3: 2,319,449 shares 2,319,449 $681M 0.41% +4,066 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: 5,329,231 shares; 2024Q4: 5,478,191 shares; 2025Q1: 5,491,788 shares; 2025Q2: 5,568,243 shares; 2025Q3: 5,550,827 shares 5,550,827 $670M 0.41% -17,416 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: 8,222,192 shares; 2024Q4: 8,100,071 shares; 2025Q1: 7,844,171 shares; 2025Q2: 7,723,259 shares; 2025Q3: 7,867,962 shares 7,867,962 $660M 0.4% +144,703 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: 2,124,373 shares; 2024Q4: 2,116,965 shares; 2025Q1: 2,109,664 shares; 2025Q2: 2,123,462 shares; 2025Q3: 2,106,154 shares 2,106,154 $648M 0.39% -17,308 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562,462 shares; 2024Q4: 7,019,949 shares; 2025Q1: 7,291,842 shares; 2025Q2: 7,834,447 shares; 2025Q3: 13,843,342 shares 13,843,342 $638M 0.39% +6,008,895 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: 3,918,183 shares; 2024Q4: 3,863,644 shares; 2025Q1: 3,852,456 shares; 2025Q2: 3,756,368 shares; 2025Q3: 4,020,869 shares 4,020,869 $624M 0.38% +264,501 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: 4,741,772 shares; 2024Q4: 4,670,554 shares; 2025Q1: 4,638,706 shares; 2025Q2: 4,592,410 shares; 2025Q3: 4,580,444 shares 4,580,444 $614M 0.37% -11,966 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: 4,678,522 shares; 2024Q4: 4,567,532 shares; 2025Q1: 4,174,061 shares; 2025Q2: 4,065,536 shares; 2025Q3: 4,291,389 shares 4,291,389 $603M 0.37% +225,853 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: 11,141 shares; 2024Q4: 12,279 shares; 2025Q1: 39,794 shares; 2025Q2: 47,935 shares; 2025Q3: 11,984,678 shares 11,984,678 $592M 0.36% +11,936,743 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: 2,608,597 shares; 2024Q4: 2,585,832 shares; 2025Q1: 2,515,521 shares; 2025Q2: 2,427,022 shares; 2025Q3: 2,348,060 shares 2,348,060 $580M 0.35% -78,962 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: 10,272,892 shares; 2024Q4: 10,227,867 shares; 2025Q1: 10,265,766 shares; 2025Q2: 10,217,598 shares; 2025Q3: 10,284,361 shares 10,284,361 $557M 0.34% +66,763 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062,144 shares; 2024Q4: 1,060,245 shares; 2025Q1: 1,083,208 shares; 2025Q2: 1,086,482 shares; 2025Q3: 1,093,677 shares 1,093,677 $550M 0.33% +7,195 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,112,229 shares; 2024Q4: 8,187,196 shares; 2025Q1: 7,582,196 shares; 2025Q2: 7,656,203 shares; 2025Q3: 7,684,416 shares 7,684,416 $548M 0.33% +28,213 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: 8,442,612 shares; 2024Q4: 8,330,033 shares; 2025Q1: 7,021,666 shares; 2025Q2: 6,919,091 shares; 2025Q3: 6,835,074 shares 6,835,074 $545M 0.33% -84,017 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: 560,010 shares; 2024Q4: 583,810 shares; 2025Q1: 580,290 shares; 2025Q2: 582,158 shares; 2025Q3: 581,610 shares 581,610 $538M 0.33% -548 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: 3,861,410 shares; 2024Q4: 3,815,959 shares; 2025Q1: 3,798,580 shares; 2025Q2: 3,750,902 shares; 2025Q3: 3,670,670 shares 3,670,670 $522M 0.32% -80,232 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: 7,842,422 shares; 2024Q4: 7,690,344 shares; 2025Q1: 7,745,402 shares; 2025Q2: 7,719,023 shares; 2025Q3: 7,598,311 shares 7,598,311 $517M 0.31% -120,712 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: 7,489,088 shares; 2024Q4: 7,487,014 shares; 2025Q1: 8,165,950 shares; 2025Q2: 8,080,383 shares; 2025Q3: 8,270,387 shares 8,270,387 $496M 0.3% +190,004 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: 6,542,982 shares; 2024Q4: 6,477,213 shares; 2025Q1: 6,455,313 shares; 2025Q2: 6,314,051 shares; 2025Q3: 6,562,885 shares 6,562,885 $495M 0.3% +248,834 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872,168 shares; 2024Q4: 1,901,304 shares; 2025Q1: 1,892,607 shares; 2025Q2: 1,917,060 shares; 2025Q3: 1,941,451 shares 1,941,451 $494M 0.3% +24,391 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: 2,216,104 shares; 2024Q4: 2,379,443 shares; 2025Q1: 2,438,167 shares; 2025Q2: 2,419,625 shares; 2025Q3: 2,941,792 shares 2,941,792 $492M 0.3% +522,167 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975,642 shares; 2024Q4: 2,142,670 shares; 2025Q1: 2,257,076 shares; 2025Q2: 2,362,479 shares; 2025Q3: 2,367,761 shares 2,367,761 $489M 0.3% +5,282 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: 9,905,008 shares; 2024Q4: 6,175,929 shares; 2025Q1: 5,759,372 shares; 2025Q2: 5,459,821 shares; 2025Q3: 5,119,584 shares 5,119,584 $487M 0.3% -340,237 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: 858,473 shares; 2024Q4: 847,648 shares; 2025Q1: 840,095 shares; 2025Q2: 835,797 shares; 2025Q3: 831,086 shares 831,086 $473M 0.29% -4,711 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: 8,435,806 shares; 2024Q4: 8,428,016 shares; 2025Q1: 8,435,771 shares; 2025Q2: 8,626,046 shares; 2025Q3: 9,004,389 shares 9,004,389 $465M 0.28% +378,343 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: 7,123,940 shares; 2024Q4: 7,038,482 shares; 2025Q1: 6,846,332 shares; 2025Q2: 6,726,881 shares; 2025Q3: 6,601,007 shares 6,601,007 $452M 0.27% -125,874 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: 2,729,369 shares; 2024Q4: 2,806,457 shares; 2025Q1: 2,804,460 shares; 2025Q2: 2,766,248 shares; 2025Q3: 2,656,084 shares 2,656,084 $431M 0.26% -110,164 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: 768,842 shares; 2024Q4: 756,730 shares; 2025Q1: 744,696 shares; 2025Q2: 723,545 shares; 2025Q3: 714,972 shares 714,972 $426M 0.26% -8,573 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: 324,542 shares; 2025Q1: 324,431 shares; 2025Q2: 331,546 shares; 2025Q3: 360,995 shares 360,995 $421M 0.26% +29,449 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: 6,097,513 shares; 2024Q4: 5,791,514 shares; 2025Q1: 5,867,159 shares; 2025Q2: 5,830,280 shares; 2025Q3: 6,190,133 shares 6,190,133 $411M 0.25% +359,853 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: 1,250,303 shares; 2024Q4: 1,237,998 shares; 2025Q1: 1,296,920 shares; 2025Q2: 1,301,238 shares; 2025Q3: 1,398,729 shares 1,398,729 $411M 0.25% +97,491 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,086,571 shares; 2025Q1: 3,054,734 shares; 2025Q2: 3,074,962 shares; 2025Q3: 3,056,283 shares 3,056,283 $409M 0.25% -18,679 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963,258 shares; 2024Q4: 3,885,117 shares; 2025Q1: 3,898,575 shares; 2025Q2: 3,904,753 shares; 2025Q3: 3,900,604 shares 3,900,604 $402M 0.24% -4,149 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: 2,245,833 shares; 2024Q4: 2,248,451 shares; 2025Q1: 2,251,634 shares; 2025Q2: 2,253,747 shares; 2025Q3: 2,440,371 shares 2,440,371 $388M 0.24% +186,624 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: 1,049,095 shares; 2024Q4: 1,019,614 shares; 2025Q1: 1,033,324 shares; 2025Q2: 1,050,602 shares; 2025Q3: 1,030,046 shares 1,030,046 $381M 0.23% -20,556 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,066 shares; 2025Q1: 739 shares; 2025Q2: 18,484 shares; 2025Q3: 6,939,129 shares 6,939,129 $369M 0.22% +6,920,645 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: 923,033 shares; 2024Q4: 908,204 shares; 2025Q1: 924,358 shares; 2025Q2: 924,940 shares; 2025Q3: 982,245 shares 982,245 $368M 0.22% +57,305 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: 2,658,038 shares; 2024Q4: 2,687,537 shares; 2025Q1: 2,665,206 shares; 2025Q2: 2,464,458 shares; 2025Q3: 2,445,568 shares 2,445,568 $348M 0.21% -18,890 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: 1,076,530 shares; 2024Q4: 1,070,066 shares; 2025Q1: 1,068,236 shares; 2025Q2: 1,061,823 shares; 2025Q3: 1,038,587 shares 1,038,587 $345M 0.21% -23,236 Timeline DLN 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: 3,903,646 shares; 2024Q4: 3,908,613 shares; 2025Q1: 3,892,481 shares; 2025Q2: 3,886,291 shares; 2025Q3: 3,899,581 shares 3,899,581 $339M 0.21% +13,290 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: 3,646,603 shares; 2024Q4: 3,817,496 shares; 2025Q1: 3,827,188 shares; 2025Q2: 3,899,335 shares; 2025Q3: 3,999,780 shares 3,999,780 $336M 0.2% +100,445 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158,352 shares; 2024Q4: 1,148,865 shares; 2025Q1: 1,133,258 shares; 2025Q2: 1,098,715 shares; 2025Q3: 1,115,856 shares 1,115,856 $328M 0.2% +17,141 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: 1,175,436 shares; 2024Q4: 1,181,333 shares; 2025Q1: 1,180,817 shares; 2025Q2: 1,167,890 shares; 2025Q3: 1,159,886 shares 1,159,886 $327M 0.2% -8,004 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: 690,164 shares; 2024Q4: 682,157 shares; 2025Q1: 673,364 shares; 2025Q2: 669,511 shares; 2025Q3: 670,802 shares 670,802 $326M 0.2% +1,291 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: 1,571,846 shares; 2024Q4: 1,546,851 shares; 2025Q1: 1,458,315 shares; 2025Q2: 1,477,407 shares; 2025Q3: 1,546,537 shares 1,546,537 $326M 0.2% +69,130 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: 1,230,981 shares; 2024Q4: 1,210,894 shares; 2025Q1: 1,201,979 shares; 2025Q2: 872,370 shares; 2025Q3: 914,521 shares 914,521 $316M 0.19% +42,151 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: 1,039,720 shares; 2024Q4: 1,017,963 shares; 2025Q1: 1,024,152 shares; 2025Q2: 1,010,085 shares; 2025Q3: 1,115,268 shares 1,115,268 $315M 0.19% +105,183 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: 1,453,285 shares; 2024Q4: 1,389,392 shares; 2025Q1: 1,350,578 shares; 2025Q2: 1,307,663 shares; 2025Q3: 1,275,551 shares 1,275,551 $302M 0.18% -32,112 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404,820 shares; 2024Q4: 2,383,477 shares; 2025Q1: 2,375,321 shares; 2025Q2: 2,363,036 shares; 2025Q3: 2,589,930 shares 2,589,930 $297M 0.18% +226,894 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,704 shares; 2024Q4: 1,788,966 shares; 2025Q1: 1,802,282 shares; 2025Q2: 1,814,216 shares; 2025Q3: 2,044,074 shares 2,044,074 $295M 0.18% +229,858 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488,258 shares; 2024Q4: 1,491,516 shares; 2025Q1: 1,502,128 shares; 2025Q2: 1,468,234 shares; 2025Q3: 1,460,643 shares 1,460,643 $293M 0.18% -7,591 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: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,892,090 shares 4,892,090 $289M 0.18% new 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: 822,636 shares; 2024Q4: 822,615 shares; 2025Q1: 819,165 shares; 2025Q2: 943,272 shares; 2025Q3: 953,912 shares 953,912 $287M 0.17% +10,640 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: 468,774 shares; 2024Q4: 494,128 shares; 2025Q1: 524,592 shares; 2025Q2: 583,941 shares; 2025Q3: 627,852 shares 627,852 $279M 0.17% +43,911 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: 1,113,193 shares; 2024Q4: 988,607 shares; 2025Q1: 998,797 shares; 2025Q2: 1,012,835 shares; 2025Q3: 997,236 shares 997,236 $279M 0.17% -15,599 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809,438 shares; 2024Q4: 2,931,127 shares; 2025Q1: 2,939,526 shares; 2025Q2: 2,916,723 shares; 2025Q3: 2,884,191 shares 2,884,191 $274M 0.17% -32,532 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: 1,297,519 shares; 2024Q4: 1,289,962 shares; 2025Q1: 1,288,708 shares; 2025Q2: 1,273,286 shares; 2025Q3: 1,461,930 shares 1,461,930 $269M 0.16% +188,644 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: 3,408,742 shares; 2024Q4: 3,518,476 shares; 2025Q1: 3,421,562 shares; 2025Q2: 3,482,215 shares; 2025Q3: 3,611,562 shares 3,611,562 $269M 0.16% +129,347 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: 455,376 shares; 2024Q4: 445,197 shares; 2025Q1: 435,902 shares; 2025Q2: 480,393 shares; 2025Q3: 535,449 shares 535,449 $267M 0.16% +55,056 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: 2,309,515 shares; 2024Q4: 2,271,184 shares; 2025Q1: 2,271,174 shares; 2025Q2: 2,287,808 shares; 2025Q3: 2,269,390 shares 2,269,390 $260M 0.16% -18,418 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: 1,566,374 shares; 2024Q4: 1,565,745 shares; 2025Q1: 1,559,068 shares; 2025Q2: 1,463,683 shares; 2025Q3: 1,460,909 shares 1,460,909 $255M 0.15% -2,774 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: 348,981 shares; 2024Q4: 423,809 shares; 2025Q1: 447,775 shares; 2025Q2: 469,449 shares; 2025Q3: 536,141 shares 536,141 $255M 0.15% +66,692 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: 1,247,066 shares; 2024Q4: 1,262,652 shares; 2025Q1: 1,174,773 shares; 2025Q2: 1,158,384 shares; 2025Q3: 971,532 shares 971,532 $253M 0.15% -186,852 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: 280,716 shares; 2024Q4: 281,299 shares; 2025Q1: 287,722 shares; 2025Q2: 281,936 shares; 2025Q3: 332,811 shares 332,811 $252M 0.15% +50,875 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: 925,622 shares; 2024Q4: 911,447 shares; 2025Q1: 895,293 shares; 2025Q2: 889,139 shares; 2025Q3: 878,443 shares 878,443 $248M 0.15% -10,696 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: 607,076 shares; 2024Q4: 622,752 shares; 2025Q1: 667,815 shares; 2025Q2: 673,776 shares; 2025Q3: 694,461 shares 694,461 $247M 0.15% +20,685 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: 5,977,804 shares; 2024Q4: 5,834,089 shares; 2025Q1: 5,787,981 shares; 2025Q2: 5,677,028 shares; 2025Q3: 5,592,384 shares 5,592,384 $246M 0.15% -84,644 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: 5,002,092 shares; 2024Q4: 4,914,407 shares; 2025Q1: 4,848,377 shares; 2025Q2: 4,634,490 shares; 2025Q3: 4,497,198 shares 4,497,198 $240M 0.15% -137,292 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: 1,286,525 shares; 2024Q4: 1,191,850 shares; 2025Q1: 1,189,591 shares; 2025Q2: 1,184,055 shares; 2025Q3: 1,145,050 shares 1,145,050 $235M 0.14% -39,005 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: 326,904 shares; 2024Q4: 321,849 shares; 2025Q1: 318,303 shares; 2025Q2: 320,870 shares; 2025Q3: 314,165 shares 314,165 $235M 0.14% -6,705 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277,988 shares; 2024Q4: 5,257,205 shares; 2025Q1: 5,273,261 shares; 2025Q2: 5,129,846 shares; 2025Q3: 5,095,200 shares 5,095,200 $230M 0.14% -34,646 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: 840,166 shares; 2024Q4: 833,951 shares; 2025Q1: 835,178 shares; 2025Q2: 835,473 shares; 2025Q3: 808,665 shares 808,665 $228M 0.14% -26,808 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: 1,836,420 shares; 2024Q4: 1,814,362 shares; 2025Q1: 1,787,862 shares; 2025Q2: 1,756,849 shares; 2025Q3: 1,732,587 shares 1,732,587 $227M 0.14% -24,262 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: 605,782 shares; 2024Q4: 603,886 shares; 2025Q1: 600,744 shares; 2025Q2: 606,414 shares; 2025Q3: 544,493 shares 544,493 $226M 0.14% -61,921 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: 424,127 shares; 2024Q4: 421,168 shares; 2025Q1: 407,485 shares; 2025Q2: 428,057 shares; 2025Q3: 479,432 shares 479,432 $219M 0.13% +51,375 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: 3,637,844 shares; 2024Q4: 3,421,419 shares; 2025Q1: 3,380,494 shares; 2025Q2: 3,395,602 shares; 2025Q3: 3,118,529 shares 3,118,529 $212M 0.13% -277,073 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,062 shares; 2024Q4: 560,710 shares; 2025Q1: 545,424 shares; 2025Q2: 531,543 shares; 2025Q3: 524,170 shares 524,170 $211M 0.13% -7,373 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 328,124 shares; 2025Q1: 450,053 shares; 2025Q2: 593,188 shares; 2025Q3: 2,639,746 shares 2,639,746 $208M 0.13% +2,046,558 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: 1,443,896 shares; 2024Q4: 1,419,276 shares; 2025Q1: 1,388,271 shares; 2025Q2: 1,364,693 shares; 2025Q3: 1,341,069 shares 1,341,069 $208M 0.13% -23,624 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: 4,164,775 shares; 2024Q4: 4,019,327 shares; 2025Q1: 3,693,586 shares; 2025Q2: 3,738,175 shares; 2025Q3: 3,896,656 shares 3,896,656 $207M 0.13% +158,481 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: 933,391 shares; 2024Q4: 960,293 shares; 2025Q1: 954,573 shares; 2025Q2: 969,532 shares; 2025Q3: 829,287 shares 829,287 $205M 0.12% -140,245 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,204 shares; 2024Q4: 697,847 shares; 2025Q1: 698,613 shares; 2025Q2: 680,936 shares; 2025Q3: 683,942 shares 683,942 $204M 0.12% +3,006 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: 1,169,526 shares; 2024Q4: 1,154,566 shares; 2025Q1: 1,184,258 shares; 2025Q2: 1,195,709 shares; 2025Q3: 1,189,098 shares 1,189,098 $203M 0.12% -6,611 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: 237,552 shares; 2024Q4: 214,302 shares; 2025Q1: 206,879 shares; 2025Q2: 195,543 shares; 2025Q3: 327,044 shares 327,044 $201M 0.12% +131,501 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: 655,737 shares; 2024Q4: 661,839 shares; 2025Q1: 647,563 shares; 2025Q2: 607,024 shares; 2025Q3: 621,484 shares 621,484 $199M 0.12% +14,460 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: 2,201,527 shares; 2024Q4: 2,191,169 shares; 2025Q1: 2,243,558 shares; 2025Q2: 2,203,398 shares; 2025Q3: 2,357,552 shares 2,357,552 $198M 0.12% +154,154 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,444 shares; 2024Q4: 1,219,525 shares; 2025Q1: 1,198,962 shares; 2025Q2: 1,123,339 shares; 2025Q3: 1,111,776 shares 1,111,776 $197M 0.12% -11,563 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,445 shares; 2024Q4: 370,095 shares; 2025Q1: 364,921 shares; 2025Q2: 350,152 shares; 2025Q3: 396,075 shares 396,075 $195M 0.12% +45,923 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: 1,290,263 shares; 2024Q4: 1,384,804 shares; 2025Q1: 1,261,399 shares; 2025Q2: 1,359,545 shares; 2025Q3: 1,374,343 shares 1,374,343 $190M 0.12% +14,798 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: 159,413 shares; 2024Q4: 149,336 shares; 2025Q1: 148,990 shares; 2025Q2: 152,781 shares; 2025Q3: 158,301 shares 158,301 $190M 0.12% +5,520 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: 6,018,507 shares; 2024Q4: 5,875,263 shares; 2025Q1: 5,768,044 shares; 2025Q2: 5,571,718 shares; 2025Q3: 6,038,783 shares 6,038,783 $190M 0.12% +467,065 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: 9,040,193 shares; 2024Q4: 8,469,088 shares; 2025Q1: 8,057,282 shares; 2025Q2: 7,656,798 shares; 2025Q3: 7,433,633 shares 7,433,633 $189M 0.11% -223,165 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: 2,254,014 shares; 2024Q4: 2,652,274 shares; 2025Q1: 3,044,501 shares; 2025Q2: 3,403,485 shares; 2025Q3: 3,799,980 shares 3,799,980 $189M 0.11% +396,495 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: 202,085 shares; 2024Q4: 178,395 shares; 2025Q1: 182,423 shares; 2025Q2: 185,811 shares; 2025Q3: 204,996 shares 204,996 $189M 0.11% +19,185 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,647 shares; 2024Q4: 96,003 shares; 2025Q1: 106,030 shares; 2025Q2: 194,904 shares; 2025Q3: 242,256 shares 242,256 $187M 0.11% +47,352 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: 1,958,463 shares; 2024Q4: 2,015,043 shares; 2025Q1: 2,004,408 shares; 2025Q2: 1,957,170 shares; 2025Q3: 1,946,602 shares 1,946,602 $187M 0.11% -10,568 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: 1,464,783 shares; 2024Q4: 1,445,711 shares; 2025Q1: 1,422,498 shares; 2025Q2: 1,341,852 shares; 2025Q3: 1,312,650 shares 1,312,650 $183M 0.11% -29,202 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: 43,149 shares; 2024Q4: 43,262 shares; 2025Q1: 42,904 shares; 2025Q2: 42,662 shares; 2025Q3: 42,420 shares 42,420 $182M 0.11% -242 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,026 shares; 2024Q4: 791,454 shares; 2025Q1: 798,111 shares; 2025Q2: 780,538 shares; 2025Q3: 823,826 shares 823,826 $172M 0.1% +43,288 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: 413,719 shares; 2024Q4: 410,750 shares; 2025Q1: 424,640 shares; 2025Q2: 362,973 shares; 2025Q3: 358,727 shares 358,727 $171M 0.1% -4,246 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359,539 shares; 2024Q4: 1,407,669 shares; 2025Q1: 1,415,718 shares; 2025Q2: 1,299,637 shares; 2025Q3: 1,318,428 shares 1,318,428 $171M 0.1% +18,791 Timeline MGV 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: 1,260,757 shares; 2024Q4: 1,266,543 shares; 2025Q1: 1,256,579 shares; 2025Q2: 1,223,802 shares; 2025Q3: 1,220,348 shares 1,220,348 $168M 0.1% -3,454 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: 4,469,665 shares; 2024Q4: 4,439,960 shares; 2025Q1: 4,384,718 shares; 2025Q2: 4,140,276 shares; 2025Q3: 3,659,428 shares 3,659,428 $165M 0.1% -480,848 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: 995,056 shares; 2024Q4: 960,331 shares; 2025Q1: 956,798 shares; 2025Q2: 935,057 shares; 2025Q3: 927,102 shares 927,102 $154M 0.09% -7,955 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: 1,243,376 shares; 2024Q4: 1,279,408 shares; 2025Q1: 1,259,944 shares; 2025Q2: 1,252,682 shares; 2025Q3: 1,240,306 shares 1,240,306 $153M 0.09% -12,376 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: 71,034 shares; 2024Q4: 268,756 shares; 2025Q1: 440,291 shares; 2025Q2: 1,795,928 shares; 2025Q3: 1,991,031 shares 1,991,031 $150M 0.09% +195,103 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: 2,158,395 shares; 2024Q4: 2,129,072 shares; 2025Q1: 2,151,683 shares; 2025Q2: 2,150,007 shares; 2025Q3: 2,318,398 shares 2,318,398 $145M 0.09% +168,391 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,976 shares; 2024Q4: 1,003,979 shares; 2025Q1: 997,373 shares; 2025Q2: 1,040,107 shares; 2025Q3: 1,063,932 shares 1,063,932 $144M 0.09% +23,825 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,987 shares; 2024Q4: 774,031 shares; 2025Q1: 786,284 shares; 2025Q2: 785,030 shares; 2025Q3: 865,743 shares 865,743 $142M 0.09% +80,713 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616,507 shares; 2024Q4: 3,743,196 shares; 2025Q1: 3,858,407 shares; 2025Q2: 3,848,129 shares; 2025Q3: 4,039,124 shares 4,039,124 $141M 0.09% +190,995 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,616 shares; 2024Q4: 498,015 shares; 2025Q1: 518,762 shares; 2025Q2: 398,590 shares; 2025Q3: 414,966 shares 414,966 $138M 0.08% +16,376 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: 172,674 shares; 2024Q4: 168,117 shares; 2025Q1: 170,939 shares; 2025Q2: 174,365 shares; 2025Q3: 173,283 shares 173,283 $138M 0.08% -1,082 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,781 shares; 2024Q4: 350,367 shares; 2025Q1: 347,849 shares; 2025Q2: 277,569 shares; 2025Q3: 319,864 shares 319,864 $138M 0.08% +42,295 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,472 shares; 2024Q4: 587,941 shares; 2025Q1: 595,851 shares; 2025Q2: 598,381 shares; 2025Q3: 671,907 shares 671,907 $135M 0.08% +73,526 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,878 shares; 2024Q4: 1,179,892 shares; 2025Q1: 1,162,852 shares; 2025Q2: 1,167,865 shares; 2025Q3: 1,186,225 shares 1,186,225 $135M 0.08% +18,360 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: 309,172 shares; 2024Q4: 319,682 shares; 2025Q1: 333,439 shares; 2025Q2: 347,716 shares; 2025Q3: 349,410 shares 349,410 $132M 0.08% +1,694 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: 1,415,526 shares; 2024Q4: 1,302,996 shares; 2025Q1: 1,245,745 shares; 2025Q2: 1,238,416 shares; 2025Q3: 1,185,071 shares 1,185,071 $132M 0.08% -53,345 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: 636,660 shares; 2024Q4: 634,002 shares; 2025Q1: 644,388 shares; 2025Q2: 711,135 shares; 2025Q3: 769,465 shares 769,465 $131M 0.08% +58,330 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: 810,412 shares; 2024Q4: 800,865 shares; 2025Q1: 813,474 shares; 2025Q2: 815,500 shares; 2025Q3: 963,629 shares 963,629 $131M 0.08% +148,129 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: 509,421 shares; 2024Q4: 497,211 shares; 2025Q1: 502,713 shares; 2025Q2: 502,479 shares; 2025Q3: 508,703 shares 508,703 $130M 0.08% +6,224 Timeline TBLL 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: 1,114,542 shares; 2024Q4: 1,198,251 shares; 2025Q1: 1,266,084 shares; 2025Q2: 1,252,658 shares; 2025Q3: 1,222,943 shares 1,222,943 $129M 0.08% -29,715 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,296 shares; 2024Q4: 312,633 shares; 2025Q1: 312,696 shares; 2025Q2: 320,394 shares; 2025Q3: 366,155 shares 366,155 $129M 0.08% +45,761 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,800 shares; 2024Q4: 1,023,028 shares; 2025Q1: 1,003,844 shares; 2025Q2: 921,071 shares; 2025Q3: 899,545 shares 899,545 $127M 0.08% -21,526 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,715 shares; 2024Q4: 914,691 shares; 2025Q1: 891,727 shares; 2025Q2: 858,293 shares; 2025Q3: 891,435 shares 891,435 $126M 0.08% +33,142 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: 1,922,740 shares; 2024Q4: 1,881,006 shares; 2025Q1: 1,946,012 shares; 2025Q2: 1,897,795 shares; 2025Q3: 1,897,952 shares 1,897,952 $125M 0.08% +157 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: 5,274,034 shares; 2024Q4: 4,563,034 shares; 2025Q1: 4,320,928 shares; 2025Q2: 3,957,628 shares; 2025Q3: 3,732,963 shares 3,732,963 $125M 0.08% -224,665 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,922 shares; 2024Q4: 711,010 shares; 2025Q1: 712,024 shares; 2025Q2: 707,764 shares; 2025Q3: 978,091 shares 978,091 $124M 0.08% +270,327 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: 274,783 shares; 2024Q4: 270,462 shares; 2025Q1: 272,053 shares; 2025Q2: 254,250 shares; 2025Q3: 249,863 shares 249,863 $121M 0.07% -4,387 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: 1,344,617 shares; 2024Q4: 1,120,472 shares; 2025Q1: 1,152,559 shares; 2025Q2: 1,215,796 shares; 2025Q3: 1,221,843 shares 1,221,843 $119M 0.07% +6,047 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382,965 shares; 2024Q4: 2,536,729 shares; 2025Q1: 2,409,046 shares; 2025Q2: 2,374,390 shares; 2025Q3: 2,371,588 shares 2,371,588 $119M 0.07% -2,802 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: 1,019,184 shares; 2024Q4: 1,128,688 shares; 2025Q1: 1,330,494 shares; 2025Q2: 1,367,282 shares; 2025Q3: 1,415,258 shares 1,415,258 $117M 0.07% +47,976 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: 6,521,214 shares; 2024Q4: 3,542,504 shares; 2025Q1: 3,496,177 shares; 2025Q2: 3,375,730 shares; 2025Q3: 3,275,709 shares 3,275,709 $116M 0.07% -100,021 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: 443,103 shares; 2024Q4: 443,667 shares; 2025Q1: 448,063 shares; 2025Q2: 444,931 shares; 2025Q3: 442,625 shares 442,625 $115M 0.07% -2,306 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: 2,939,345 shares; 2024Q4: 2,891,855 shares; 2025Q1: 2,824,600 shares; 2025Q2: 2,761,701 shares; 2025Q3: 2,360,478 shares 2,360,478 $114M 0.07% -401,223 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: 289,527 shares; 2024Q4: 291,214 shares; 2025Q1: 294,504 shares; 2025Q2: 293,842 shares; 2025Q3: 268,931 shares 268,931 $113M 0.07% -24,911 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: 276,507 shares; 2024Q4: 265,883 shares; 2025Q1: 258,344 shares; 2025Q2: 251,444 shares; 2025Q3: 246,821 shares 246,821 $113M 0.07% -4,623 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: 1,224,388 shares; 2024Q4: 1,319,214 shares; 2025Q1: 1,328,032 shares; 2025Q2: 1,295,417 shares; 2025Q3: 1,192,424 shares 1,192,424 $113M 0.07% -102,993 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: 393,268 shares; 2024Q4: 386,833 shares; 2025Q1: 382,772 shares; 2025Q2: 375,467 shares; 2025Q3: 369,996 shares 369,996 $111M 0.07% -5,471 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: 527,586 shares; 2024Q4: 514,194 shares; 2025Q1: 512,707 shares; 2025Q2: 509,112 shares; 2025Q3: 500,284 shares 500,284 $110M 0.07% -8,828 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,431 shares; 2024Q4: 404,049 shares; 2025Q1: 399,437 shares; 2025Q2: 394,359 shares; 2025Q3: 392,100 shares 392,100 $109M 0.07% -2,259 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,420 shares; 2024Q4: 1,289,388 shares; 2025Q1: 1,220,747 shares; 2025Q2: 1,205,350 shares; 2025Q3: 1,195,946 shares 1,195,946 $109M 0.07% -9,404 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,614 shares; 2024Q4: 919,436 shares; 2025Q1: 910,915 shares; 2025Q2: 910,803 shares; 2025Q3: 905,470 shares 905,470 $109M 0.07% -5,333 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: 127,892 shares; 2024Q4: 114,261 shares; 2025Q1: 117,935 shares; 2025Q2: 152,264 shares; 2025Q3: 159,500 shares 159,500 $109M 0.07% +7,236 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: 545,066 shares; 2024Q4: 496,946 shares; 2025Q1: 500,124 shares; 2025Q2: 422,123 shares; 2025Q3: 397,263 shares 397,263 $108M 0.07% -24,860 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: 531,309 shares; 2024Q4: 532,883 shares; 2025Q1: 528,869 shares; 2025Q2: 530,508 shares; 2025Q3: 531,469 shares 531,469 $107M 0.06% +961 Timeline HYLB 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: 1,819,440 shares; 2024Q4: 1,902,064 shares; 2025Q1: 2,378,918 shares; 2025Q2: 2,770,286 shares; 2025Q3: 2,809,591 shares 2,809,591 $104M 0.06% +39,305 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: 188,816 shares; 2024Q4: 185,139 shares; 2025Q1: 178,957 shares; 2025Q2: 175,562 shares; 2025Q3: 170,749 shares 170,749 $104M 0.06% -4,813 Timeline MGC 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: 402,943 shares; 2024Q4: 410,655 shares; 2025Q1: 416,895 shares; 2025Q2: 415,956 shares; 2025Q3: 422,981 shares 422,981 $103M 0.06% +7,025 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: 1,883,822 shares; 2024Q4: 1,975,290 shares; 2025Q1: 1,998,637 shares; 2025Q2: 1,884,812 shares; 2025Q3: 1,886,234 shares 1,886,234 $102M 0.06% +1,422 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: 2,207,193 shares; 2024Q4: 1,920,971 shares; 2025Q1: 1,981,408 shares; 2025Q2: 1,892,809 shares; 2025Q3: 1,983,792 shares 1,983,792 $101M 0.06% +90,983 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: 475,878 shares; 2024Q4: 470,450 shares; 2025Q1: 475,970 shares; 2025Q2: 500,670 shares; 2025Q3: 494,775 shares 494,775 $101M 0.06% -5,895 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: 955,624 shares; 2024Q4: 951,757 shares; 2025Q1: 965,859 shares; 2025Q2: 971,342 shares; 2025Q3: 1,187,168 shares 1,187,168 $100M 0.06% +215,826 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,391 shares; 2024Q4: 567,460 shares; 2025Q1: 575,923 shares; 2025Q2: 584,758 shares; 2025Q3: 581,418 shares 581,418 $100M 0.06% -3,340 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,321 shares; 2024Q4: 67,590 shares; 2025Q1: 293,600 shares; 2025Q2: 306,894 shares; 2025Q3: 304,037 shares 304,037 $98.4M 0.06% -2,857 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: 3,606,724 shares; 2024Q4: 3,589,824 shares; 2025Q1: 3,528,033 shares; 2025Q2: 3,491,668 shares; 2025Q3: 3,478,943 shares 3,478,943 $98.2M 0.06% -12,725 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: 113,521 shares; 2024Q4: 121,258 shares; 2025Q1: 145,504 shares; 2025Q2: 154,364 shares; 2025Q3: 158,827 shares 158,827 $97.3M 0.06% +4,463 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: 401,762 shares; 2024Q4: 397,932 shares; 2025Q1: 395,366 shares; 2025Q2: 382,358 shares; 2025Q3: 382,430 shares 382,430 $96.1M 0.06% +72 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: 29,881 shares; 2024Q4: 67,559 shares; 2025Q1: 71,401 shares; 2025Q2: 72,961 shares; 2025Q3: 71,831 shares 71,831 $94.7M 0.06% -1,130 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030,705 shares; 2024Q4: 1,025,620 shares; 2025Q1: 941,926 shares; 2025Q2: 927,555 shares; 2025Q3: 888,103 shares 888,103 $93.3M 0.06% -39,452 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: 132,480 shares; 2024Q4: 256,737 shares; 2025Q1: 266,596 shares; 2025Q2: 269,518 shares; 2025Q3: 266,410 shares 266,410 $92.2M 0.06% -3,108 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307,717 shares; 2024Q4: 2,518,362 shares; 2025Q1: 2,714,600 shares; 2025Q2: 3,819,204 shares; 2025Q3: 3,763,183 shares 3,763,183 $91.8M 0.06% -56,021 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: 452,369 shares; 2024Q4: 397,203 shares; 2025Q1: 460,378 shares; 2025Q2: 472,132 shares; 2025Q3: 481,117 shares 481,117 $91.3M 0.06% +8,985 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: 1,211,655 shares; 2024Q4: 1,182,499 shares; 2025Q1: 1,164,743 shares; 2025Q2: 1,135,243 shares; 2025Q3: 1,083,331 shares 1,083,331 $90.5M 0.05% -51,912 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: 107,455 shares; 2024Q4: 245,032 shares; 2025Q1: 372,684 shares; 2025Q2: 456,946 shares; 2025Q3: 492,480 shares 492,480 $89.8M 0.05% +35,534 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: 164,532 shares; 2024Q4: 164,864 shares; 2025Q1: 157,642 shares; 2025Q2: 278,602 shares; 2025Q3: 373,931 shares 373,931 $89.5M 0.05% +95,329 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825,728 shares; 2024Q4: 1,819,356 shares; 2025Q1: 1,799,620 shares; 2025Q2: 1,908,244 shares; 2025Q3: 1,931,478 shares 1,931,478 $89.5M 0.05% +23,234 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: 190,498 shares; 2024Q4: 190,883 shares; 2025Q1: 200,276 shares; 2025Q2: 420,683 shares; 2025Q3: 420,330 shares 420,330 $89.4M 0.05% -353 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,390 shares; 2024Q4: 975,030 shares; 2025Q1: 1,056,612 shares; 2025Q2: 1,129,299 shares; 2025Q3: 1,212,671 shares 1,212,671 $88.2M 0.05% +83,372 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: 1,114,743 shares; 2024Q4: 1,185,165 shares; 2025Q1: 1,276,965 shares; 2025Q2: 1,248,516 shares; 2025Q3: 1,309,827 shares 1,309,827 $88.1M 0.05% +61,311 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,238 shares; 2024Q4: 1,026,768 shares; 2025Q1: 1,055,993 shares; 2025Q2: 1,292,226 shares; 2025Q3: 1,307,972 shares 1,307,972 $87.5M 0.05% +15,746 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006,957 shares; 2024Q4: 1,063,488 shares; 2025Q1: 1,113,410 shares; 2025Q2: 1,162,433 shares; 2025Q3: 1,172,358 shares 1,172,358 $85.9M 0.05% +9,925 Timeline VOTE 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: 743,107 shares; 2024Q4: 813,269 shares; 2025Q1: 843,901 shares; 2025Q2: 1,016,587 shares; 2025Q3: 1,089,061 shares 1,089,061 $85.5M 0.05% +72,474 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: 1,511,174 shares; 2024Q4: 1,492,294 shares; 2025Q1: 1,461,790 shares; 2025Q2: 1,426,699 shares; 2025Q3: 1,679,768 shares 1,679,768 $84.7M 0.05% +253,069 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: 430,063 shares; 2024Q4: 420,344 shares; 2025Q1: 408,617 shares; 2025Q2: 401,125 shares; 2025Q3: 394,103 shares 394,103 $84.6M 0.05% -7,022 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,536 shares; 2024Q4: 462,528 shares; 2025Q1: 534,652 shares; 2025Q2: 530,803 shares; 2025Q3: 734,842 shares 734,842 $84.2M 0.05% +204,039 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: 945,759 shares; 2024Q4: 1,073,749 shares; 2025Q1: 1,219,666 shares; 2025Q2: 1,326,813 shares; 2025Q3: 1,459,624 shares 1,459,624 $83.3M 0.05% +132,811 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: 519,471 shares; 2024Q4: 522,679 shares; 2025Q1: 677,775 shares; 2025Q2: 664,992 shares; 2025Q3: 668,188 shares 668,188 $82.7M 0.05% +3,196 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,615 shares; 2024Q4: 624,804 shares; 2025Q1: 619,218 shares; 2025Q2: 603,012 shares; 2025Q3: 589,699 shares 589,699 $82.1M 0.05% -13,313 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: 456,897 shares; 2024Q4: 448,768 shares; 2025Q1: 425,435 shares; 2025Q2: 574,419 shares; 2025Q3: 584,204 shares 584,204 $81.8M 0.05% +9,785 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: 563,240 shares; 2024Q4: 571,215 shares; 2025Q1: 581,047 shares; 2025Q2: 574,965 shares; 2025Q3: 818,127 shares 818,127 $81.8M 0.05% +243,162 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: 185,807 shares; 2024Q4: 181,855 shares; 2025Q1: 181,128 shares; 2025Q2: 181,705 shares; 2025Q3: 175,760 shares 175,760 $81.5M 0.05% -5,945 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: 1,273,685 shares; 2024Q4: 1,251,340 shares; 2025Q1: 1,203,198 shares; 2025Q2: 1,140,794 shares; 2025Q3: 1,107,443 shares 1,107,443 $81.4M 0.05% -33,351 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: 409,125 shares; 2024Q4: 414,072 shares; 2025Q1: 436,813 shares; 2025Q2: 484,626 shares; 2025Q3: 481,264 shares 481,264 $80.5M 0.05% -3,362 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: 1,434,840 shares; 2024Q4: 1,355,595 shares; 2025Q1: 1,249,483 shares; 2025Q2: 1,177,476 shares; 2025Q3: 1,143,100 shares 1,143,100 $79.7M 0.05% -34,376 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: 362,339 shares; 2024Q4: 318,024 shares; 2025Q1: 289,550 shares; 2025Q2: 284,917 shares; 2025Q3: 276,336 shares 276,336 $79.7M 0.05% -8,581 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,903 shares; 2024Q4: 302,637 shares; 2025Q1: 319,062 shares; 2025Q2: 322,933 shares; 2025Q3: 317,663 shares 317,663 $78.4M 0.05% -5,270 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: 14,725 shares; 2024Q4: 15,863 shares; 2025Q1: 126,845 shares; 2025Q2: 134,115 shares; 2025Q3: 136,938 shares 136,938 $77.4M 0.05% +2,823 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: 272,653 shares; 2024Q4: 291,576 shares; 2025Q1: 308,018 shares; 2025Q2: 348,330 shares; 2025Q3: 357,254 shares 357,254 $77.1M 0.05% +8,924 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: 980,063 shares; 2024Q4: 975,812 shares; 2025Q1: 959,126 shares; 2025Q2: 958,841 shares; 2025Q3: 953,347 shares 953,347 $76.2M 0.05% -5,494 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: 652,612 shares; 2024Q4: 650,295 shares; 2025Q1: 655,520 shares; 2025Q2: 652,771 shares; 2025Q3: 905,489 shares 905,489 $75.6M 0.05% +252,718 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612,036 shares; 2024Q4: 1,783,056 shares; 2025Q1: 1,620,082 shares; 2025Q2: 1,628,603 shares; 2025Q3: 1,564,869 shares 1,564,869 $75.5M 0.05% -63,734 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: 364,529 shares; 2024Q4: 354,885 shares; 2025Q1: 373,297 shares; 2025Q2: 375,421 shares; 2025Q3: 345,569 shares 345,569 $74.6M 0.05% -29,852 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,553 shares; 2024Q4: 389,359 shares; 2025Q1: 379,904 shares; 2025Q2: 374,478 shares; 2025Q3: 372,638 shares 372,638 $73M 0.04% -1,840 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: 335,906 shares; 2024Q4: 361,893 shares; 2025Q1: 365,707 shares; 2025Q2: 365,067 shares; 2025Q3: 383,719 shares 383,719 $72M 0.04% +18,652 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: 835,694 shares; 2024Q4: 814,344 shares; 2025Q1: 785,248 shares; 2025Q2: 762,208 shares; 2025Q3: 919,063 shares 919,063 $71.6M 0.04% +156,855 Timeline JAVA 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: 62,141 shares; 2024Q4: 88,171 shares; 2025Q1: 1,032,555 shares; 2025Q2: 1,030,558 shares; 2025Q3: 1,028,952 shares 1,028,952 $71M 0.04% -1,606 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: 846,950 shares; 2024Q4: 822,154 shares; 2025Q1: 806,490 shares; 2025Q2: 778,157 shares; 2025Q3: 778,616 shares 778,616 $70.5M 0.04% +459 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,126 shares; 2024Q4: 601,813 shares; 2025Q1: 583,053 shares; 2025Q2: 571,846 shares; 2025Q3: 551,790 shares 551,790 $69M 0.04% -20,056 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,128 shares; 2024Q4: 555,446 shares; 2025Q1: 621,606 shares; 2025Q2: 744,884 shares; 2025Q3: 741,988 shares 741,988 $69M 0.04% -2,896 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: 216,060 shares; 2024Q4: 209,923 shares; 2025Q1: 203,695 shares; 2025Q2: 200,099 shares; 2025Q3: 201,853 shares 201,853 $68.8M 0.04% +1,754 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782,663 shares; 2024Q4: 766,724 shares; 2025Q1: 788,114 shares; 2025Q2: 783,536 shares; 2025Q3: 767,504 shares 767,504 $68.6M 0.04% -16,032 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: 1,328,695 shares; 2024Q4: 1,436,099 shares; 2025Q1: 1,391,550 shares; 2025Q2: 1,303,270 shares; 2025Q3: 1,270,097 shares 1,270,097 $68.4M 0.04% -33,173 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: 512,797 shares; 2024Q4: 540,451 shares; 2025Q1: 563,295 shares; 2025Q2: 556,559 shares; 2025Q3: 568,654 shares 568,654 $68M 0.04% +12,095 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: 156,183 shares; 2024Q4: 153,724 shares; 2025Q1: 147,986 shares; 2025Q2: 144,775 shares; 2025Q3: 141,921 shares 141,921 $67.6M 0.04% -2,854 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417,064 shares; 2024Q4: 1,439,055 shares; 2025Q1: 1,431,447 shares; 2025Q2: 1,427,474 shares; 2025Q3: 1,434,212 shares 1,434,212 $67M 0.04% +6,738 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: 303,043 shares; 2024Q4: 297,414 shares; 2025Q1: 275,139 shares; 2025Q2: 304,825 shares; 2025Q3: 334,852 shares 334,852 $66.4M 0.04% +30,027 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,114 shares; 2024Q4: 606,078 shares; 2025Q1: 607,444 shares; 2025Q2: 607,027 shares; 2025Q3: 616,457 shares 616,457 $66.2M 0.04% +9,430 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: 364,817 shares; 2024Q4: 353,387 shares; 2025Q1: 342,553 shares; 2025Q2: 347,633 shares; 2025Q3: 339,570 shares 339,570 $65.4M 0.04% -8,063 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,709,871 shares; 2024Q4: 4,982,980 shares; 2025Q1: 2,558,500 shares; 2025Q2: 1,509,236 shares; 2025Q3: 1,430,299 shares 1,430,299 $65.1M 0.04% -78,937 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,487 shares; 2024Q4: 214,747 shares; 2025Q1: 212,656 shares; 2025Q2: 208,528 shares; 2025Q3: 205,326 shares 205,326 $64.2M 0.04% -3,202 Timeline JNK 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: 630,755 shares; 2024Q4: 659,203 shares; 2025Q1: 651,474 shares; 2025Q2: 842,321 shares; 2025Q3: 649,058 shares 649,058 $63.6M 0.04% -193,263 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,695 shares; 2024Q4: 668,998 shares; 2025Q1: 655,937 shares; 2025Q2: 590,875 shares; 2025Q3: 569,168 shares 569,168 $62.9M 0.04% -21,707 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,695 shares; 2024Q4: 533,785 shares; 2025Q1: 514,019 shares; 2025Q2: 507,702 shares; 2025Q3: 495,076 shares 495,076 $61.6M 0.04% -12,626 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: 1,138,288 shares; 2024Q4: 1,096,834 shares; 2025Q1: 1,072,433 shares; 2025Q2: 1,040,238 shares; 2025Q3: 996,102 shares 996,102 $60.9M 0.04% -44,136 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: 574,483 shares; 2024Q4: 525,272 shares; 2025Q1: 553,907 shares; 2025Q2: 632,959 shares; 2025Q3: 639,312 shares 639,312 $60.9M 0.04% +6,353 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,558 shares; 2024Q4: 385,718 shares; 2025Q1: 384,623 shares; 2025Q2: 382,550 shares; 2025Q3: 383,226 shares 383,226 $60.6M 0.04% +676 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,515 shares; 2024Q4: 106,797 shares; 2025Q1: 103,586 shares; 2025Q2: 103,433 shares; 2025Q3: 102,981 shares 102,981 $60.4M 0.04% -452 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572,548 shares; 2024Q4: 1,650,664 shares; 2025Q1: 1,605,542 shares; 2025Q2: 1,871,909 shares; 2025Q3: 1,975,232 shares 1,975,232 $59.8M 0.04% +103,323 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: 133,147 shares; 2024Q4: 136,711 shares; 2025Q1: 133,670 shares; 2025Q2: 133,847 shares; 2025Q3: 131,654 shares 131,654 $58.9M 0.04% -2,193 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: 890,180 shares; 2024Q4: 884,892 shares; 2025Q1: 908,572 shares; 2025Q2: 885,040 shares; 2025Q3: 820,427 shares 820,427 $58.7M 0.04% -64,613 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: 238,067 shares; 2024Q4: 252,426 shares; 2025Q1: 263,501 shares; 2025Q2: 269,956 shares; 2025Q3: 246,075 shares 246,075 $58.3M 0.04% -23,881 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: 327,613 shares; 2024Q4: 317,312 shares; 2025Q1: 330,842 shares; 2025Q2: 347,024 shares; 2025Q3: 359,057 shares 359,057 $58.1M 0.04% +12,033 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: 771,994 shares; 2024Q4: 788,363 shares; 2025Q1: 765,232 shares; 2025Q2: 667,503 shares; 2025Q3: 644,939 shares 644,939 $57.6M 0.03% -22,564 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: 76,578 shares; 2024Q4: 89,766 shares; 2025Q1: 101,515 shares; 2025Q2: 113,394 shares; 2025Q3: 117,477 shares 117,477 $57.6M 0.03% +4,083 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: 61,545 shares; 2024Q4: 61,162 shares; 2025Q1: 60,081 shares; 2025Q2: 60,863 shares; 2025Q3: 59,804 shares 59,804 $57.1M 0.03% -1,059 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: 35,619 shares; 2024Q4: 33,857 shares; 2025Q1: 35,002 shares; 2025Q2: 527,980 shares; 2025Q3: 526,177 shares 526,177 $56.7M 0.03% -1,803 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,580 shares; 2024Q4: 984,727 shares; 2025Q1: 944,044 shares; 2025Q2: 916,045 shares; 2025Q3: 926,172 shares 926,172 $56.6M 0.03% +10,127 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,545 shares; 2024Q4: 669,458 shares; 2025Q1: 628,155 shares; 2025Q2: 614,915 shares; 2025Q3: 594,544 shares 594,544 $56.6M 0.03% -20,371 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: 686,974 shares; 2024Q4: 599,446 shares; 2025Q1: 563,471 shares; 2025Q2: 548,148 shares; 2025Q3: 508,104 shares 508,104 $56.5M 0.03% -40,044 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: 1,060,030 shares; 2024Q4: 1,024,405 shares; 2025Q1: 1,013,495 shares; 2025Q2: 980,411 shares; 2025Q3: 946,401 shares 946,401 $56.5M 0.03% -34,010 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: 565,166 shares; 2024Q4: 555,400 shares; 2025Q1: 547,609 shares; 2025Q2: 494,740 shares; 2025Q3: 500,812 shares 500,812 $56.3M 0.03% +6,072 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: 292,492 shares; 2024Q4: 283,970 shares; 2025Q1: 308,029 shares; 2025Q2: 295,232 shares; 2025Q3: 281,960 shares 281,960 $54.2M 0.03% -13,272 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,732 shares; 2024Q4: 944,088 shares; 2025Q1: 962,548 shares; 2025Q2: 946,516 shares; 2025Q3: 858,179 shares 858,179 $54.1M 0.03% -88,337 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: 631,579 shares; 2024Q4: 620,966 shares; 2025Q1: 610,289 shares; 2025Q2: 582,625 shares; 2025Q3: 523,800 shares 523,800 $53.8M 0.03% -58,825 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: 31,711 shares; 2024Q4: 33,004 shares; 2025Q1: 37,902 shares; 2025Q2: 52,401 shares; 2025Q3: 55,494 shares 55,494 $53.7M 0.03% +3,093 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,359 shares; 2024Q4: 322,809 shares; 2025Q1: 313,039 shares; 2025Q2: 348,270 shares; 2025Q3: 344,744 shares 344,744 $52.5M 0.03% -3,526 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,416 shares; 2024Q4: 722,745 shares; 2025Q1: 693,051 shares; 2025Q2: 974,291 shares; 2025Q3: 1,200,512 shares 1,200,512 $52.1M 0.03% +226,221 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: 424,523 shares; 2024Q4: 332,651 shares; 2025Q1: 295,055 shares; 2025Q2: 284,255 shares; 2025Q3: 277,703 shares 277,703 $51.9M 0.03% -6,552 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: 96,357 shares; 2024Q4: 210,736 shares; 2025Q1: 222,202 shares; 2025Q2: 242,851 shares; 2025Q3: 249,413 shares 249,413 $50.8M 0.03% +6,562 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: 514,312 shares; 2024Q4: 518,712 shares; 2025Q1: 518,272 shares; 2025Q2: 522,032 shares; 2025Q3: 530,629 shares 530,629 $50.3M 0.03% +8,597 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: 624,544 shares; 2024Q4: 626,131 shares; 2025Q1: 607,687 shares; 2025Q2: 597,846 shares; 2025Q3: 603,656 shares 603,656 $49.5M 0.03% +5,810 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: 326,829 shares; 2024Q4: 271,094 shares; 2025Q1: 379,999 shares; 2025Q2: 462,675 shares; 2025Q3: 504,750 shares 504,750 $49.5M 0.03% +42,075 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,385 shares; 2025Q1: 8,604 shares; 2025Q2: 8,784 shares; 2025Q3: 8,868 shares 8,868 $47.9M 0.03% +84 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: 122,311 shares; 2024Q4: 118,235 shares; 2025Q1: 118,106 shares; 2025Q2: 115,824 shares; 2025Q3: 112,712 shares 112,712 $47.6M 0.03% -3,112 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,490 shares; 2024Q4: 44,940 shares; 2025Q1: 51,260 shares; 2025Q2: 51,000 shares; 2025Q3: 50,458 shares 50,458 $47.1M 0.03% -542 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: 390,175 shares; 2024Q4: 393,801 shares; 2025Q1: 408,113 shares; 2025Q2: 416,136 shares; 2025Q3: 420,970 shares 420,970 $46.7M 0.03% +4,834 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: 58,886 shares; 2024Q4: 49,199 shares; 2025Q1: 49,504 shares; 2025Q2: 48,867 shares; 2025Q3: 48,771 shares 48,771 $46.5M 0.03% -96 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: 739,322 shares; 2024Q4: 723,188 shares; 2025Q1: 722,345 shares; 2025Q2: 728,965 shares; 2025Q3: 728,047 shares 728,047 $45.9M 0.03% -918 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,799 shares; 2024Q4: 467,676 shares; 2025Q1: 461,434 shares; 2025Q2: 512,010 shares; 2025Q3: 517,685 shares 517,685 $45.4M 0.03% +5,675 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: 743,705 shares; 2024Q4: 729,547 shares; 2025Q1: 730,650 shares; 2025Q2: 720,085 shares; 2025Q3: 662,970 shares 662,970 $44.8M 0.03% -57,115 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: 358,192 shares; 2024Q4: 346,744 shares; 2025Q1: 334,588 shares; 2025Q2: 312,712 shares; 2025Q3: 306,468 shares 306,468 $44.2M 0.03% -6,244 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: 152,789 shares; 2024Q4: 155,763 shares; 2025Q1: 156,938 shares; 2025Q2: 161,902 shares; 2025Q3: 163,613 shares 163,613 $44.2M 0.03% +1,711 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: 264,176 shares; 2025Q1: 285,258 shares; 2025Q2: 291,073 shares; 2025Q3: 301,391 shares 301,391 $43.9M 0.03% +10,318 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,733 shares; 2024Q4: 329,889 shares; 2025Q1: 306,938 shares; 2025Q2: 292,798 shares; 2025Q3: 274,259 shares 274,259 $43.7M 0.03% -18,539 Timeline SEMG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625,392 shares 1,625,392 $43.6M 0.03% new 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: 314,113 shares; 2024Q4: 303,636 shares; 2025Q1: 295,549 shares; 2025Q2: 292,943 shares; 2025Q3: 282,102 shares 282,102 $43.5M 0.03% -10,841 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,486 shares; 2024Q4: 306,887 shares; 2025Q1: 454,191 shares; 2025Q2: 501,955 shares; 2025Q3: 693,101 shares 693,101 $43.1M 0.03% +191,146 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: 633,942 shares; 2024Q4: 604,578 shares; 2025Q1: 581,079 shares; 2025Q2: 566,487 shares; 2025Q3: 551,048 shares 551,048 $42.9M 0.03% -15,439 Timeline PAAA 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: 9,698 shares; 2024Q4: 50,610 shares; 2025Q1: 94,166 shares; 2025Q2: 689,582 shares; 2025Q3: 825,765 shares 825,765 $42.5M 0.03% +136,183 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: 373,148 shares; 2024Q4: 379,623 shares; 2025Q1: 396,327 shares; 2025Q2: 398,843 shares; 2025Q3: 416,872 shares 416,872 $42.3M 0.03% +18,029 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,389 shares; 2024Q4: 132,946 shares; 2025Q1: 116,802 shares; 2025Q2: 114,718 shares; 2025Q3: 117,837 shares 117,837 $42M 0.03% +3,119 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,628 shares; 2024Q4: 600,061 shares; 2025Q1: 559,769 shares; 2025Q2: 568,176 shares; 2025Q3: 555,287 shares 555,287 $41.9M 0.03% -12,889 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,831 shares; 2024Q4: 588,032 shares; 2025Q1: 643,340 shares; 2025Q2: 646,275 shares; 2025Q3: 642,346 shares 642,346 $41.8M 0.03% -3,929 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: 255,118 shares; 2024Q4: 301,046 shares; 2025Q1: 321,917 shares; 2025Q2: 357,721 shares; 2025Q3: 416,396 shares 416,396 $41.4M 0.03% +58,675 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: 499,689 shares; 2024Q4: 508,078 shares; 2025Q1: 522,492 shares; 2025Q2: 518,995 shares; 2025Q3: 490,646 shares 490,646 $41.3M 0.03% -28,349 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661,380 shares; 2024Q4: 1,655,715 shares; 2025Q1: 1,436,950 shares; 2025Q2: 610,968 shares; 2025Q3: 536,602 shares 536,602 $41.2M 0.02% -74,366 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: 106,522 shares; 2024Q4: 108,606 shares; 2025Q1: 116,786 shares; 2025Q2: 123,163 shares; 2025Q3: 124,611 shares 124,611 $41M 0.02% +1,448 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: 600,748 shares; 2024Q4: 572,625 shares; 2025Q1: 532,205 shares; 2025Q2: 498,417 shares; 2025Q3: 452,979 shares 452,979 $40.6M 0.02% -45,438 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: 369,267 shares; 2024Q4: 411,597 shares; 2025Q1: 420,038 shares; 2025Q2: 819,372 shares; 2025Q3: 827,431 shares 827,431 $40.6M 0.02% +8,059 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: 1,235,078 shares; 2024Q4: 1,205,977 shares; 2025Q1: 1,202,351 shares; 2025Q2: 938,965 shares; 2025Q3: 884,608 shares 884,608 $40.4M 0.02% -54,357 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,771 shares; 2024Q4: 171,797 shares; 2025Q1: 170,044 shares; 2025Q2: 162,888 shares; 2025Q3: 154,705 shares 154,705 $40.2M 0.02% -8,183 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: 215,475 shares; 2024Q4: 212,815 shares; 2025Q1: 219,460 shares; 2025Q2: 218,060 shares; 2025Q3: 221,160 shares 221,160 $39.4M 0.02% +3,100 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,151 shares; 2024Q4: 307,288 shares; 2025Q1: 307,545 shares; 2025Q2: 297,713 shares; 2025Q3: 283,489 shares 283,489 $39.3M 0.02% -14,224 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256,156 shares; 2024Q4: 1,255,270 shares; 2025Q1: 1,223,757 shares; 2025Q2: 1,215,749 shares; 2025Q3: 1,252,088 shares 1,252,088 $39.2M 0.02% +36,339 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: 267,309 shares; 2024Q4: 305,592 shares; 2025Q1: 337,965 shares; 2025Q2: 407,600 shares; 2025Q3: 461,942 shares 461,942 $39.1M 0.02% +54,342 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: 149,813 shares; 2024Q4: 155,342 shares; 2025Q1: 155,865 shares; 2025Q2: 152,790 shares; 2025Q3: 156,970 shares 156,970 $38.6M 0.02% +4,180 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: 350,202 shares; 2024Q4: 350,347 shares; 2025Q1: 410,149 shares; 2025Q2: 410,682 shares; 2025Q3: 349,480 shares 349,480 $38.4M 0.02% -61,202 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,070 shares; 2024Q4: 402,191 shares; 2025Q1: 400,387 shares; 2025Q2: 395,241 shares; 2025Q3: 393,039 shares 393,039 $38.2M 0.02% -2,202 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: 524,665 shares; 2024Q4: 514,316 shares; 2025Q1: 491,169 shares; 2025Q2: 482,856 shares; 2025Q3: 462,580 shares 462,580 $38.1M 0.02% -20,276 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: 604,695 shares; 2024Q4: 584,474 shares; 2025Q1: 585,098 shares; 2025Q2: 553,856 shares; 2025Q3: 563,454 shares 563,454 $38M 0.02% +9,598 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,167 shares; 2024Q4: 258,018 shares; 2025Q1: 255,934 shares; 2025Q2: 252,696 shares; 2025Q3: 248,284 shares 248,284 $37.7M 0.02% -4,412 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,757 shares; 2024Q4: 132,387 shares; 2025Q1: 132,491 shares; 2025Q2: 135,706 shares; 2025Q3: 135,398 shares 135,398 $37.1M 0.02% -308 Timeline PWV 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: 535,615 shares; 2024Q4: 543,778 shares; 2025Q1: 539,264 shares; 2025Q2: 538,770 shares; 2025Q3: 564,431 shares 564,431 $36.8M 0.02% +25,661 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: 141,807 shares; 2024Q4: 133,089 shares; 2025Q1: 123,611 shares; 2025Q2: 108,187 shares; 2025Q3: 104,113 shares 104,113 $36.7M 0.02% -4,074 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,763 shares; 2024Q4: 199,631 shares; 2025Q1: 201,382 shares; 2025Q2: 198,283 shares; 2025Q3: 194,321 shares 194,321 $36.5M 0.02% -3,962 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,713 shares; 2024Q4: 224,622 shares; 2025Q1: 217,752 shares; 2025Q2: 213,559 shares; 2025Q3: 213,454 shares 213,454 $36.2M 0.02% -105 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: 281,230 shares; 2024Q4: 264,873 shares; 2025Q1: 275,167 shares; 2025Q2: 268,392 shares; 2025Q3: 239,911 shares 239,911 $35.1M 0.02% -28,481 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,300 shares; 2024Q4: 311,118 shares; 2025Q1: 304,908 shares; 2025Q2: 294,692 shares; 2025Q3: 295,143 shares 295,143 $34.2M 0.02% +451 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,803 shares; 2024Q4: 463,502 shares; 2025Q1: 443,529 shares; 2025Q2: 439,152 shares; 2025Q3: 437,421 shares 437,421 $34.2M 0.02% -1,731 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: 677,110 shares; 2024Q4: 703,661 shares; 2025Q1: 723,539 shares; 2025Q2: 804,540 shares; 2025Q3: 861,590 shares 861,590 $34.1M 0.02% +57,050 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,894 shares; 2024Q4: 421,547 shares; 2025Q1: 412,366 shares; 2025Q2: 393,319 shares; 2025Q3: 370,993 shares 370,993 $33.9M 0.02% -22,326 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,172 shares; 2024Q4: 387,357 shares; 2025Q1: 354,827 shares; 2025Q2: 283,628 shares; 2025Q3: 237,663 shares 237,663 $33.9M 0.02% -45,965 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,340 shares; 2024Q4: 306,725 shares; 2025Q1: 340,705 shares; 2025Q2: 362,913 shares; 2025Q3: 353,560 shares 353,560 $33.8M 0.02% -9,353 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: 417,060 shares; 2024Q4: 413,306 shares; 2025Q1: 395,868 shares; 2025Q2: 416,420 shares; 2025Q3: 405,520 shares 405,520 $33.5M 0.02% -10,900 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: 358,499 shares; 2024Q4: 326,526 shares; 2025Q1: 325,478 shares; 2025Q2: 340,015 shares; 2025Q3: 381,524 shares 381,524 $33.3M 0.02% +41,509 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,695 shares; 2024Q4: 186,402 shares; 2025Q1: 184,109 shares; 2025Q2: 176,754 shares; 2025Q3: 173,878 shares 173,878 $32.5M 0.02% -2,876 Timeline HYS 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: 269,559 shares; 2024Q4: 280,119 shares; 2025Q1: 305,322 shares; 2025Q2: 317,183 shares; 2025Q3: 333,351 shares 333,351 $31.9M 0.02% +16,168 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,914 shares; 2025Q2: 1,052,350 shares; 2025Q3: 1,179,936 shares 1,179,936 $31.3M 0.02% +127,586 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: 303,619 shares; 2024Q4: 344,783 shares; 2025Q1: 360,092 shares; 2025Q2: 340,038 shares; 2025Q3: 345,818 shares 345,818 $30.9M 0.02% +5,780 Timeline MLPX 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: 441,956 shares; 2024Q4: 456,443 shares; 2025Q1: 456,053 shares; 2025Q2: 543,697 shares; 2025Q3: 492,750 shares 492,750 $30.9M 0.02% -50,947 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: 183,752 shares; 2024Q4: 180,014 shares; 2025Q1: 182,089 shares; 2025Q2: 180,399 shares; 2025Q3: 180,916 shares 180,916 $30.5M 0.02% +517 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: 90,039 shares; 2024Q4: 90,402 shares; 2025Q1: 88,913 shares; 2025Q2: 88,101 shares; 2025Q3: 86,873 shares 86,873 $30.4M 0.02% -1,228 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: 282,083 shares; 2024Q4: 281,944 shares; 2025Q1: 266,554 shares; 2025Q2: 259,554 shares; 2025Q3: 218,051 shares 218,051 $30.3M 0.02% -41,503 Timeline EELV 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: 1,045,793 shares; 2024Q4: 1,082,619 shares; 2025Q1: 1,095,243 shares; 2025Q2: 1,098,158 shares; 2025Q3: 1,118,723 shares 1,118,723 $29.8M 0.02% +20,565 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,771 shares; 2024Q4: 92,081 shares; 2025Q1: 91,224 shares; 2025Q2: 92,188 shares; 2025Q3: 93,352 shares 93,352 $29.7M 0.02% +1,164 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: 142,454 shares; 2024Q4: 148,575 shares; 2025Q1: 133,766 shares; 2025Q2: 125,170 shares; 2025Q3: 125,158 shares 125,158 $29.4M 0.02% -12 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: 246,122 shares; 2024Q4: 241,617 shares; 2025Q1: 241,822 shares; 2025Q2: 247,670 shares; 2025Q3: 267,742 shares 267,742 $29.2M 0.02% +20,072 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 90,037 shares; 2025Q1: 201,959 shares; 2025Q2: 273,603 shares; 2025Q3: 565,276 shares 565,276 $29.1M 0.02% +291,673 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: 203,294 shares; 2024Q4: 200,408 shares; 2025Q1: 203,330 shares; 2025Q2: 216,017 shares; 2025Q3: 222,038 shares 222,038 $28.9M 0.02% +6,021 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,389 shares; 2024Q4: 52,949 shares; 2025Q1: 59,556 shares; 2025Q2: 253,647 shares; 2025Q3: 254,001 shares 254,001 $28.8M 0.02% +354 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353,946 shares; 2024Q4: 1,314,065 shares; 2025Q1: 1,215,331 shares; 2025Q2: 1,122,803 shares; 2025Q3: 1,028,180 shares 1,028,180 $28.6M 0.02% -94,623 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: 21,677 shares; 2024Q4: 22,287 shares; 2025Q1: 24,900 shares; 2025Q2: 25,945 shares; 2025Q3: 26,347 shares 26,347 $28.4M 0.02% +402 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,609 shares; 2024Q4: 186,229 shares; 2025Q1: 175,537 shares; 2025Q2: 171,683 shares; 2025Q3: 170,094 shares 170,094 $28.4M 0.02% -1,589 Timeline FBCG 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: 34,585 shares; 2024Q4: 65,680 shares; 2025Q1: 99,134 shares; 2025Q2: 110,724 shares; 2025Q3: 528,175 shares 528,175 $28.3M 0.02% +417,451 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: 230,675 shares; 2024Q4: 237,861 shares; 2025Q1: 239,267 shares; 2025Q2: 231,410 shares; 2025Q3: 215,512 shares 215,512 $28.3M 0.02% -15,898 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: 103,402 shares; 2024Q4: 98,615 shares; 2025Q1: 96,321 shares; 2025Q2: 92,296 shares; 2025Q3: 92,445 shares 92,445 $28.2M 0.02% +149 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,936 shares; 2024Q4: 63,319 shares; 2025Q1: 68,413 shares; 2025Q2: 87,146 shares; 2025Q3: 90,375 shares 90,375 $28M 0.02% +3,229 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: 473,078 shares; 2024Q4: 481,273 shares; 2025Q1: 479,684 shares; 2025Q2: 503,283 shares; 2025Q3: 507,940 shares 507,940 $27.9M 0.02% +4,657 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,925 shares; 2024Q4: 338,054 shares; 2025Q1: 345,856 shares; 2025Q2: 337,845 shares; 2025Q3: 331,164 shares 331,164 $27.6M 0.02% -6,681 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: 38,995 shares; 2024Q4: 224,601 shares; 2025Q1: 351,775 shares; 2025Q2: 438,284 shares; 2025Q3: 579,155 shares 579,155 $27.5M 0.02% +140,871 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,429 shares; 2024Q4: 78,622 shares; 2025Q1: 78,161 shares; 2025Q2: 76,156 shares; 2025Q3: 69,772 shares 69,772 $27.3M 0.02% -6,384 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: 220,827 shares; 2024Q4: 212,388 shares; 2025Q1: 220,179 shares; 2025Q2: 208,817 shares; 2025Q3: 212,784 shares 212,784 $27.3M 0.02% +3,967 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,300 shares; 2024Q4: 42,012 shares; 2025Q1: 42,384 shares; 2025Q2: 42,921 shares; 2025Q3: 42,697 shares 42,697 $27.3M 0.02% -224 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: 71,351 shares; 2024Q4: 84,782 shares; 2025Q1: 92,446 shares; 2025Q2: 92,197 shares; 2025Q3: 111,016 shares 111,016 $26.7M 0.02% +18,819 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,284 shares; 2024Q4: 419,907 shares; 2025Q1: 437,964 shares; 2025Q2: 438,589 shares; 2025Q3: 439,862 shares 439,862 $26.6M 0.02% +1,273 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: 814,401 shares; 2024Q4: 790,883 shares; 2025Q1: 782,656 shares; 2025Q2: 743,465 shares; 2025Q3: 763,226 shares 763,226 $26.3M 0.02% +19,761 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: 133,500 shares; 2024Q4: 129,275 shares; 2025Q1: 118,062 shares; 2025Q2: 117,099 shares; 2025Q3: 109,279 shares 109,279 $26.2M 0.02% -7,820 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: 2,185,534 shares; 2024Q4: 1,056,262 shares; 2025Q1: 1,085,559 shares; 2025Q2: 829,618 shares; 2025Q3: 761,861 shares 761,861 $26.2M 0.02% -67,757 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: 37,797 shares; 2024Q4: 34,379 shares; 2025Q1: 41,720 shares; 2025Q2: 41,323 shares; 2025Q3: 41,432 shares 41,432 $26.1M 0.02% +109 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: 157,037 shares; 2024Q4: 150,697 shares; 2025Q1: 151,196 shares; 2025Q2: 153,565 shares; 2025Q3: 152,106 shares 152,106 $25.9M 0.02% -1,459 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: 457,774 shares; 2024Q4: 467,492 shares; 2025Q1: 470,962 shares; 2025Q2: 460,088 shares; 2025Q3: 435,871 shares 435,871 $25.8M 0.02% -24,217 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: 561,538 shares; 2024Q4: 540,047 shares; 2025Q1: 525,247 shares; 2025Q2: 526,234 shares; 2025Q3: 462,940 shares 462,940 $25.7M 0.02% -63,294 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: 116,966 shares; 2024Q4: 106,386 shares; 2025Q1: 111,573 shares; 2025Q2: 113,464 shares; 2025Q3: 116,870 shares 116,870 $25.7M 0.02% +3,406 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,228 shares; 2024Q4: 277,080 shares; 2025Q1: 276,017 shares; 2025Q2: 267,061 shares; 2025Q3: 252,438 shares 252,438 $25.4M 0.02% -14,623 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,603 shares; 2024Q4: 92,416 shares; 2025Q1: 91,267 shares; 2025Q2: 91,996 shares; 2025Q3: 92,326 shares 92,326 $25.3M 0.02% +330 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,260 shares; 2024Q4: 557,808 shares; 2025Q1: 516,095 shares; 2025Q2: 478,031 shares; 2025Q3: 423,394 shares 423,394 $25.3M 0.02% -54,637 EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,910 shares; 2024Q4: 31,965 shares; 2025Q1: 44,570 shares; 2025Q2: 365,595 shares; 2025Q3: 525,711 shares 525,711 $25.2M 0.02% +160,116 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,800 shares; 2024Q4: 353,271 shares; 2025Q1: 356,623 shares; 2025Q2: 325,393 shares; 2025Q3: 320,707 shares 320,707 $25.1M 0.02% -4,686 Timeline XSD 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: 67,001 shares; 2024Q4: 68,485 shares; 2025Q1: 74,144 shares; 2025Q2: 67,337 shares; 2025Q3: 77,590 shares 77,590 $24.8M 0.02% +10,253 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: 223,525 shares; 2024Q4: 241,553 shares; 2025Q1: 236,206 shares; 2025Q2: 223,212 shares; 2025Q3: 221,659 shares 221,659 $24.8M 0.02% -1,553 Timeline KORP 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: 43,441 shares; 2024Q4: 153,846 shares; 2025Q1: 216,096 shares; 2025Q2: 319,044 shares; 2025Q3: 516,948 shares 516,948 $24.6M 0.01% +197,904 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: 352,952 shares; 2024Q4: 351,982 shares; 2025Q1: 352,853 shares; 2025Q2: 368,112 shares; 2025Q3: 364,318 shares 364,318 $24.4M 0.01% -3,794 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,994 shares; 2024Q4: 77,324 shares; 2025Q1: 79,122 shares; 2025Q2: 77,978 shares; 2025Q3: 75,576 shares 75,576 $24.4M 0.01% -2,402 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: 177,336 shares; 2024Q4: 183,329 shares; 2025Q1: 176,197 shares; 2025Q2: 215,703 shares; 2025Q3: 205,610 shares 205,610 $24.3M 0.01% -10,093 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,843 shares; 2024Q4: 65,174 shares; 2025Q1: 64,564 shares; 2025Q2: 63,756 shares; 2025Q3: 61,390 shares 61,390 $24.3M 0.01% -2,366 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,229 shares; 2024Q4: 125,298 shares; 2025Q1: 127,264 shares; 2025Q2: 124,674 shares; 2025Q3: 122,942 shares 122,942 $24.3M 0.01% -1,732 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: 219,444 shares; 2024Q4: 214,716 shares; 2025Q1: 213,753 shares; 2025Q2: 211,375 shares; 2025Q3: 212,240 shares 212,240 $23.8M 0.01% +865 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,456 shares; 2024Q4: 162,297 shares; 2025Q1: 152,986 shares; 2025Q2: 146,775 shares; 2025Q3: 144,724 shares 144,724 $23.5M 0.01% -2,051 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: 62,631 shares; 2024Q4: 59,104 shares; 2025Q1: 148,552 shares; 2025Q2: 166,584 shares; 2025Q3: 183,471 shares 183,471 $23.1M 0.01% +16,887 Timeline KBE 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: 362,110 shares; 2024Q4: 364,031 shares; 2025Q1: 370,386 shares; 2025Q2: 378,941 shares; 2025Q3: 381,702 shares 381,702 $22.7M 0.01% +2,761 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,228 shares; 2024Q4: 97,411 shares; 2025Q1: 85,807 shares; 2025Q2: 84,874 shares; 2025Q3: 84,726 shares 84,726 $22.6M 0.01% -148 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,241 shares; 2024Q4: 184,715 shares; 2025Q1: 175,474 shares; 2025Q2: 177,876 shares; 2025Q3: 174,224 shares 174,224 $22.4M 0.01% -3,652 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,022 shares; 2024Q4: 109,359 shares; 2025Q1: 108,233 shares; 2025Q2: 113,484 shares; 2025Q3: 113,062 shares 113,062 $22.1M 0.01% -422 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,725 shares; 2024Q4: 149,671 shares; 2025Q1: 167,106 shares; 2025Q2: 165,558 shares; 2025Q3: 169,804 shares 169,804 $21.9M 0.01% +4,246 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: 24,715 shares; 2024Q4: 25,418 shares; 2025Q1: 27,336 shares; 2025Q2: 32,006 shares; 2025Q3: 43,272 shares 43,272 $21.4M 0.01% +11,266 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,538 shares; 2024Q4: 334,179 shares; 2025Q1: 205,381 shares; 2025Q2: 178,020 shares; 2025Q3: 151,349 shares 151,349 $21.3M 0.01% -26,671 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: 512,999 shares; 2024Q4: 501,297 shares; 2025Q1: 513,190 shares; 2025Q2: 540,286 shares; 2025Q3: 573,797 shares 573,797 $21M 0.01% +33,511 Timeline PHO 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: 292,816 shares; 2024Q4: 283,581 shares; 2025Q1: 290,265 shares; 2025Q2: 287,504 shares; 2025Q3: 287,007 shares 287,007 $20.7M 0.01% -497 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,194 shares; 2024Q4: 72,809 shares; 2025Q1: 72,603 shares; 2025Q2: 76,743 shares; 2025Q3: 79,223 shares 79,223 $20.6M 0.01% +2,480 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,309 shares; 2024Q4: 438,696 shares; 2025Q1: 394,846 shares; 2025Q2: 756,029 shares; 2025Q3: 762,752 shares 762,752 $20.1M 0.01% +6,723 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,139 shares; 2024Q4: 238,455 shares; 2025Q1: 239,756 shares; 2025Q2: 231,559 shares; 2025Q3: 226,031 shares 226,031 $20M 0.01% -5,528 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,334 shares; 2024Q4: 748,039 shares; 2025Q1: 723,393 shares; 2025Q2: 764,020 shares; 2025Q3: 811,016 shares 811,016 $20M 0.01% +46,996 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,822 shares; 2024Q4: 430,183 shares; 2025Q1: 426,265 shares; 2025Q2: 282,854 shares; 2025Q3: 277,608 shares 277,608 $19.7M 0.01% -5,246 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,544 shares; 2024Q4: 451,209 shares; 2025Q1: 396,142 shares; 2025Q2: 372,057 shares; 2025Q3: 373,402 shares 373,402 $19.7M 0.01% +1,345 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056,504 shares; 2024Q4: 1,010,850 shares; 2025Q1: 852,154 shares; 2025Q2: 735,073 shares; 2025Q3: 715,644 shares 715,644 $19.5M 0.01% -19,429 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886,582 shares; 2024Q4: 861,652 shares; 2025Q1: 842,541 shares; 2025Q2: 855,150 shares; 2025Q3: 849,613 shares 849,613 $19.5M 0.01% -5,537 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,192 shares; 2024Q4: 238,697 shares; 2025Q1: 235,276 shares; 2025Q2: 226,432 shares; 2025Q3: 216,524 shares 216,524 $19.4M 0.01% -9,908 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: 306,377 shares; 2024Q4: 298,800 shares; 2025Q1: 308,492 shares; 2025Q2: 311,775 shares; 2025Q3: 305,267 shares 305,267 $19.3M 0.01% -6,508 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,228 shares; 2024Q4: 219,626 shares; 2025Q1: 248,180 shares; 2025Q2: 241,082 shares; 2025Q3: 250,986 shares 250,986 $19.3M 0.01% +9,904 Timeline BOTZ 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: 752,120 shares; 2024Q4: 669,438 shares; 2025Q1: 660,235 shares; 2025Q2: 553,546 shares; 2025Q3: 542,921 shares 542,921 $19.2M 0.01% -10,625 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093,785 shares; 2024Q4: 1,097,103 shares; 2025Q1: 1,194,296 shares; 2025Q2: 1,393,595 shares; 2025Q3: 1,606,056 shares 1,606,056 $19.2M 0.01% +212,461 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: 146,994 shares; 2024Q4: 145,764 shares; 2025Q1: 145,029 shares; 2025Q2: 129,135 shares; 2025Q3: 129,097 shares 129,097 $19M 0.01% -38 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,269 shares; 2024Q4: 513,439 shares; 2025Q1: 518,261 shares; 2025Q2: 498,747 shares; 2025Q3: 510,064 shares 510,064 $19M 0.01% +11,317 Timeline OSEA 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: 635,067 shares 635,067 $18.8M 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,757 shares; 2024Q4: 135,728 shares; 2025Q1: 135,678 shares; 2025Q2: 136,804 shares; 2025Q3: 140,209 shares 140,209 $18.7M 0.01% +3,405 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: 458,079 shares; 2024Q4: 455,697 shares; 2025Q1: 437,262 shares; 2025Q2: 407,623 shares; 2025Q3: 403,566 shares 403,566 $18.7M 0.01% -4,057 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: 230,597 shares; 2024Q4: 230,345 shares; 2025Q1: 238,797 shares; 2025Q2: 231,828 shares; 2025Q3: 231,478 shares 231,478 $18.6M 0.01% -350 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: 129,122 shares; 2024Q4: 167,424 shares; 2025Q1: 259,967 shares; 2025Q2: 287,571 shares; 2025Q3: 322,514 shares 322,514 $18.6M 0.01% +34,943 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: 121,821 shares; 2024Q4: 133,684 shares; 2025Q1: 183,394 shares; 2025Q2: 249,528 shares; 2025Q3: 251,997 shares 251,997 $18.5M 0.01% +2,469 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,355 shares; 2024Q4: 191,664 shares; 2025Q1: 266,184 shares; 2025Q2: 334,327 shares; 2025Q3: 393,256 shares 393,256 $18.4M 0.01% +58,929 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: 180,569 shares; 2024Q4: 168,300 shares; 2025Q1: 165,323 shares; 2025Q2: 176,562 shares; 2025Q3: 178,073 shares 178,073 $18.4M 0.01% +1,511 Timeline SCHH 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: 956,210 shares; 2024Q4: 916,850 shares; 2025Q1: 820,873 shares; 2025Q2: 788,285 shares; 2025Q3: 849,647 shares 849,647 $18.3M 0.01% +61,362 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,459 shares; 2024Q4: 222,401 shares; 2025Q1: 223,180 shares; 2025Q2: 223,169 shares; 2025Q3: 220,773 shares 220,773 $18.2M 0.01% -2,396 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: 223,335 shares; 2024Q4: 224,933 shares; 2025Q1: 229,703 shares; 2025Q2: 222,406 shares; 2025Q3: 225,410 shares 225,410 $18.2M 0.01% +3,004 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: 93,107 shares; 2024Q4: 91,489 shares; 2025Q1: 114,679 shares; 2025Q2: 121,418 shares; 2025Q3: 121,232 shares 121,232 $18M 0.01% -186 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: 177,430 shares; 2024Q4: 171,599 shares; 2025Q1: 166,958 shares; 2025Q2: 149,703 shares; 2025Q3: 133,979 shares 133,979 $18M 0.01% -15,724 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: 394,264 shares; 2024Q4: 385,462 shares; 2025Q1: 350,707 shares; 2025Q2: 351,486 shares; 2025Q3: 356,129 shares 356,129 $18M 0.01% +4,643 Timeline LIT 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: 446,686 shares; 2024Q4: 439,466 shares; 2025Q1: 436,235 shares; 2025Q2: 348,960 shares; 2025Q3: 314,192 shares 314,192 $17.9M 0.01% -34,768 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,646 shares; 2024Q4: 86,385 shares; 2025Q1: 85,549 shares; 2025Q2: 89,051 shares; 2025Q3: 90,288 shares 90,288 $17.8M 0.01% +1,237 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 296,294 shares; 2025Q2: 3,074,330 shares; 2025Q3: 3,074,330 shares 3,074,330 $17.8M 0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,325 shares; 2024Q4: 192,428 shares; 2025Q1: 193,950 shares; 2025Q2: 194,766 shares; 2025Q3: 195,759 shares 195,759 $17.8M 0.01% +993 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: 39,433 shares; 2024Q4: 38,562 shares; 2025Q1: 38,289 shares; 2025Q2: 40,506 shares; 2025Q3: 41,429 shares 41,429 $17.7M 0.01% +923 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: 76,897 shares; 2024Q4: 78,136 shares; 2025Q1: 74,153 shares; 2025Q2: 72,292 shares; 2025Q3: 74,378 shares 74,378 $17.5M 0.01% +2,086 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: 50,537 shares; 2024Q4: 47,703 shares; 2025Q1: 56,270 shares; 2025Q2: 55,362 shares; 2025Q3: 56,775 shares 56,775 $17.5M 0.01% +1,413 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,578 shares; 2024Q4: 158,871 shares; 2025Q1: 162,815 shares; 2025Q2: 165,571 shares; 2025Q3: 186,770 shares 186,770 $17.4M 0.01% +21,199 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: 92,597 shares; 2024Q4: 90,149 shares; 2025Q1: 82,904 shares; 2025Q2: 79,088 shares; 2025Q3: 137,061 shares 137,061 $17.3M 0.01% +57,973 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,059 shares; 2024Q4: 185,595 shares; 2025Q1: 187,095 shares; 2025Q2: 187,095 shares; 2025Q3: 189,772 shares 189,772 $17.3M 0.01% +2,677 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,713 shares; 2024Q4: 147,745 shares; 2025Q1: 161,158 shares; 2025Q2: 152,170 shares; 2025Q3: 142,533 shares 142,533 $17.2M 0.01% -9,637 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,999 shares; 2024Q4: 241,077 shares; 2025Q1: 233,833 shares; 2025Q2: 210,736 shares; 2025Q3: 209,223 shares 209,223 $17.1M 0.01% -1,513 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,240 shares; 2024Q4: 100,029 shares; 2025Q1: 151,586 shares; 2025Q2: 169,217 shares; 2025Q3: 181,275 shares 181,275 $17M 0.01% +12,058 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,287 shares; 2024Q4: 271,599 shares; 2025Q1: 252,459 shares; 2025Q2: 256,876 shares; 2025Q3: 255,330 shares 255,330 $16.8M 0.01% -1,546 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: 265,637 shares; 2024Q4: 264,545 shares; 2025Q1: 255,244 shares; 2025Q2: 219,714 shares; 2025Q3: 216,954 shares 216,954 $16.5M 0.01% -2,760 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,498 shares; 2024Q4: 72,297 shares; 2025Q1: 75,197 shares; 2025Q2: 71,419 shares; 2025Q3: 72,143 shares 72,143 $16.4M 0.01% +724 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: 72,550 shares; 2024Q4: 67,383 shares; 2025Q1: 64,870 shares; 2025Q2: 60,462 shares; 2025Q3: 63,319 shares 63,319 $16.4M 0.01% +2,857 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: 107,004 shares; 2024Q4: 105,532 shares; 2025Q1: 104,409 shares; 2025Q2: 103,518 shares; 2025Q3: 103,663 shares 103,663 $16.3M 0.01% +145 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,788 shares; 2024Q4: 125,176 shares; 2025Q1: 127,367 shares; 2025Q2: 119,548 shares; 2025Q3: 121,311 shares 121,311 $16.3M 0.01% +1,763 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,673 shares; 2024Q4: 126,528 shares; 2025Q1: 598,782 shares; 2025Q2: 557,557 shares; 2025Q3: 549,283 shares 549,283 $16.1M 0.01% -8,274 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: 376,588 shares; 2024Q4: 368,440 shares; 2025Q1: 359,073 shares; 2025Q2: 350,204 shares; 2025Q3: 349,702 shares 349,702 $16.1M 0.01% -502 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,765 shares; 2024Q4: 691,651 shares; 2025Q1: 691,669 shares; 2025Q2: 1,383,478 shares; 2025Q3: 1,222,156 shares 1,222,156 $16.1M 0.01% -161,322 Timeline IPAY 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: 328,102 shares; 2024Q4: 326,976 shares; 2025Q1: 326,369 shares; 2025Q2: 283,676 shares; 2025Q3: 275,468 shares 275,468 $15.7M 0.01% -8,208 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: 34,652 shares; 2024Q4: 31,608 shares; 2025Q1: 32,850 shares; 2025Q2: 33,472 shares; 2025Q3: 31,496 shares 31,496 $15.7M 0.01% -1,976 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: 73,224 shares; 2024Q4: 72,622 shares; 2025Q1: 72,121 shares; 2025Q2: 72,122 shares; 2025Q3: 75,398 shares 75,398 $15.6M 0.01% +3,276 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: 157,931 shares; 2024Q4: 199,056 shares; 2025Q1: 190,267 shares; 2025Q2: 186,369 shares; 2025Q3: 194,001 shares 194,001 $15.5M 0.01% +7,632 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,783 shares; 2024Q4: 211,347 shares; 2025Q1: 214,816 shares; 2025Q2: 207,919 shares; 2025Q3: 196,773 shares 196,773 $15.5M 0.01% -11,146 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: 241,126 shares; 2024Q4: 227,396 shares; 2025Q1: 227,131 shares; 2025Q2: 219,630 shares; 2025Q3: 207,374 shares 207,374 $15.4M 0.01% -12,256 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,014 shares; 2024Q4: 88,468 shares; 2025Q1: 90,774 shares; 2025Q2: 89,978 shares; 2025Q3: 89,567 shares 89,567 $15.4M 0.01% -411 Timeline SNSR 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: 518,505 shares; 2024Q4: 469,527 shares; 2025Q1: 465,994 shares; 2025Q2: 404,749 shares; 2025Q3: 392,138 shares 392,138 $15.3M 0.01% -12,611 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,954 shares; 2024Q4: 320,409 shares; 2025Q1: 332,085 shares; 2025Q2: 331,095 shares; 2025Q3: 335,664 shares 335,664 $15.1M 0.01% +4,569 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,395 shares; 2024Q4: 255,220 shares; 2025Q1: 246,377 shares; 2025Q2: 235,655 shares; 2025Q3: 224,404 shares 224,404 $15M 0.01% -11,251 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: 78,346 shares; 2024Q4: 87,720 shares; 2025Q1: 89,435 shares; 2025Q2: 89,273 shares; 2025Q3: 85,284 shares 85,284 $15M 0.01% -3,989 Timeline SOCL 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: 335,748 shares; 2024Q4: 294,282 shares; 2025Q1: 291,925 shares; 2025Q2: 253,697 shares; 2025Q3: 246,179 shares 246,179 $15M 0.01% -7,518 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: 212,657 shares; 2024Q4: 214,363 shares; 2025Q1: 185,968 shares; 2025Q2: 175,698 shares; 2025Q3: 189,242 shares 189,242 $14.9M 0.01% +13,544 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,047 shares; 2024Q4: 211,809 shares; 2025Q1: 209,977 shares; 2025Q2: 207,582 shares; 2025Q3: 220,753 shares 220,753 $14.9M 0.01% +13,171 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,313 shares; 2024Q4: 583,372 shares; 2025Q1: 577,504 shares; 2025Q2: 573,222 shares; 2025Q3: 543,136 shares 543,136 $14.7M 0.01% -30,086 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,229 shares; 2024Q4: 56,729 shares; 2025Q1: 60,825 shares; 2025Q2: 61,479 shares; 2025Q3: 58,086 shares 58,086 $14.7M 0.01% -3,393 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,421 shares; 2024Q4: 200,220 shares; 2025Q1: 201,338 shares; 2025Q2: 206,890 shares; 2025Q3: 215,386 shares 215,386 $14.5M 0.01% +8,496 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,807 shares; 2024Q4: 158,784 shares; 2025Q1: 154,408 shares; 2025Q2: 149,003 shares; 2025Q3: 147,312 shares 147,312 $14.5M 0.01% -1,691 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,927 shares; 2024Q4: 51,247 shares; 2025Q1: 51,207 shares; 2025Q2: 50,361 shares; 2025Q3: 48,747 shares 48,747 $14.4M 0.01% -1,614 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,383 shares; 2024Q4: 186,296 shares; 2025Q1: 190,986 shares; 2025Q2: 185,691 shares; 2025Q3: 174,718 shares 174,718 $14.4M 0.01% -10,973 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,153 shares; 2024Q4: 56,860 shares; 2025Q1: 57,035 shares; 2025Q2: 57,807 shares; 2025Q3: 57,358 shares 57,358 $14.4M 0.01% -449 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: 61,894 shares; 2024Q4: 65,570 shares; 2025Q1: 71,987 shares; 2025Q2: 72,498 shares; 2025Q3: 73,352 shares 73,352 $14.4M 0.01% +854 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 204,873 shares; 2025Q3: 316,432 shares 316,432 $14.3M 0.01% +111,559 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: 152,118 shares; 2024Q4: 126,402 shares; 2025Q1: 133,640 shares; 2025Q2: 153,065 shares; 2025Q3: 169,077 shares 169,077 $14.3M 0.01% +16,012 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: 89,901 shares; 2024Q4: 175,407 shares; 2025Q1: 172,706 shares; 2025Q2: 150,711 shares; 2025Q3: 152,318 shares 152,318 $14.2M 0.01% +1,607 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,032 shares; 2024Q4: 200,292 shares; 2025Q1: 197,523 shares; 2025Q2: 189,672 shares; 2025Q3: 188,636 shares 188,636 $14.2M 0.01% -1,036 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,767 shares; 2024Q4: 174,395 shares; 2025Q1: 156,616 shares; 2025Q2: 151,353 shares; 2025Q3: 149,744 shares 149,744 $14.1M 0.01% -1,609 Timeline BLV 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: 275,822 shares; 2024Q4: 280,917 shares; 2025Q1: 242,729 shares; 2025Q2: 201,580 shares; 2025Q3: 199,315 shares 199,315 $14.1M 0.01% -2,265 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: 221,540 shares; 2024Q4: 232,767 shares; 2025Q1: 239,231 shares; 2025Q2: 235,408 shares; 2025Q3: 234,212 shares 234,212 $14M 0.01% -1,196 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,849 shares; 2024Q4: 202,711 shares; 2025Q1: 202,642 shares; 2025Q2: 163,392 shares; 2025Q3: 177,281 shares 177,281 $13.8M 0.01% +13,889 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,778 shares; 2024Q4: 113,899 shares; 2025Q1: 118,034 shares; 2025Q2: 115,545 shares; 2025Q3: 116,514 shares 116,514 $13.7M 0.01% +969 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: 41,223 shares; 2024Q4: 39,976 shares; 2025Q1: 46,482 shares; 2025Q2: 51,129 shares; 2025Q3: 58,179 shares 58,179 $13.7M 0.01% +7,050 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810,668 shares; 2024Q4: 4,468,830 shares; 2025Q1: 4,468,830 shares; 2025Q2: 4,463,811 shares; 2025Q3: 4,463,811 shares 4,463,811 $13.7M 0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,614 shares; 2024Q4: 465,172 shares; 2025Q1: 464,036 shares; 2025Q2: 403,324 shares; 2025Q3: 370,256 shares 370,256 $13.6M 0.01% -33,068 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,131 shares; 2024Q4: 196,830 shares; 2025Q1: 179,645 shares; 2025Q2: 172,377 shares; 2025Q3: 173,025 shares 173,025 $13.6M 0.01% +648 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: 192,611 shares; 2024Q4: 180,170 shares; 2025Q1: 182,794 shares; 2025Q2: 181,801 shares; 2025Q3: 185,614 shares 185,614 $13.5M 0.01% +3,813 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,254 shares; 2024Q4: 55,794 shares; 2025Q1: 59,820 shares; 2025Q2: 61,014 shares; 2025Q3: 62,057 shares 62,057 $13.5M 0.01% +1,043 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,972 shares; 2024Q4: 153,400 shares; 2025Q1: 158,237 shares; 2025Q2: 160,622 shares; 2025Q3: 161,237 shares 161,237 $13.5M 0.01% +615 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,310 shares; 2024Q4: 99,660 shares; 2025Q1: 150,116 shares; 2025Q2: 153,772 shares; 2025Q3: 153,039 shares 153,039 $13.5M 0.01% -733 Timeline PHYL 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: 35,421 shares; 2024Q4: 100,863 shares; 2025Q1: 161,282 shares; 2025Q2: 246,529 shares; 2025Q3: 376,200 shares 376,200 $13.4M 0.01% +129,671 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: 133,287 shares; 2024Q4: 121,783 shares; 2025Q1: 132,697 shares; 2025Q2: 184,421 shares; 2025Q3: 209,384 shares 209,384 $13.4M 0.01% +24,963 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: 224,206 shares; 2024Q4: 229,166 shares; 2025Q1: 221,006 shares; 2025Q2: 214,140 shares; 2025Q3: 210,628 shares 210,628 $13.4M 0.01% -3,512 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: 239,029 shares; 2024Q4: 236,420 shares; 2025Q1: 238,728 shares; 2025Q2: 221,388 shares; 2025Q3: 219,837 shares 219,837 $13.4M 0.01% -1,551 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,793 shares; 2024Q4: 108,483 shares; 2025Q1: 102,378 shares; 2025Q2: 103,189 shares; 2025Q3: 106,366 shares 106,366 $13.4M 0.01% +3,177 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,403 shares; 2024Q4: 101,315 shares; 2025Q1: 100,570 shares; 2025Q2: 166,430 shares; 2025Q3: 167,089 shares 167,089 $13.3M 0.01% +659 Timeline