IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083,380 shares; 2024Q4: 1,055,637 shares; 2025Q1: 1,080,429 shares; 2025Q2: 1,124,018 shares; 2025Q3: 1,124,371 shares 1,124,371 $753M 4.9% +353 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: 1,176,797 shares; 2024Q4: 1,164,982 shares; 2025Q1: 1,219,962 shares; 2025Q2: 1,213,761 shares; 2025Q3: 1,213,062 shares 1,213,062 $628M 4.09% -699 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: 7,167,659 shares; 2024Q4: 7,171,577 shares; 2025Q1: 7,252,805 shares; 2025Q2: 9,107,538 shares; 2025Q3: 9,444,439 shares 9,444,439 $616M 4.01% +336,901 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: 5,440,491 shares; 2024Q4: 7,774,228 shares; 2025Q1: 8,120,181 shares; 2025Q2: 7,644,326 shares; 2025Q3: 7,888,993 shares 7,888,993 $473M 3.08% +244,667 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: 2,414,473 shares; 2024Q4: 2,400,996 shares; 2025Q1: 2,394,836 shares; 2025Q2: 2,395,142 shares; 2025Q3: 2,472,420 shares 2,472,420 $461M 3% +77,278 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: 3,508,022 shares; 2024Q4: 3,533,595 shares; 2025Q1: 3,598,663 shares; 2025Q2: 3,798,876 shares; 2025Q3: 3,831,895 shares 3,831,895 $455M 2.97% +33,019 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612,385 shares; 2024Q4: 1,614,137 shares; 2025Q1: 1,621,959 shares; 2025Q2: 1,622,067 shares; 2025Q3: 1,605,256 shares 1,605,256 $409M 2.66% -16,811 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805,425 shares; 2024Q4: 11,190,824 shares; 2025Q1: 11,358,132 shares; 2025Q2: 9,708,841 shares; 2025Q3: 9,105,382 shares 9,105,382 $391M 2.55% -603,459 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: 1,170,836 shares; 2024Q4: 1,158,011 shares; 2025Q1: 1,181,343 shares; 2025Q2: 1,168,149 shares; 2025Q3: 1,155,383 shares 1,155,383 $364M 2.37% -12,766 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: 2,871,648 shares; 2024Q4: 2,820,325 shares; 2025Q1: 2,778,850 shares; 2025Q2: 2,786,865 shares; 2025Q3: 2,750,825 shares 2,750,825 $332M 2.16% -36,040 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: 140,762 shares; 2024Q4: 139,907 shares; 2025Q1: 143,566 shares; 2025Q2: 846,877 shares; 2025Q3: 900,601 shares 900,601 $265M 1.72% +53,724 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,432 shares; 2024Q4: 374,892 shares; 2025Q1: 356,714 shares; 2025Q2: 347,872 shares; 2025Q3: 343,586 shares 343,586 $262M 1.71% -4,286 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,426 shares; 2024Q4: 724,827 shares; 2025Q1: 723,600 shares; 2025Q2: 725,470 shares; 2025Q3: 725,140 shares 725,140 $251M 1.64% -330 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: 347,708 shares; 2024Q4: 349,672 shares; 2025Q1: 353,059 shares; 2025Q2: 385,606 shares; 2025Q3: 381,283 shares 381,283 $233M 1.52% -4,323 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318,008 shares; 2024Q4: 2,321,318 shares; 2025Q1: 2,264,118 shares; 2025Q2: 2,268,668 shares; 2025Q3: 2,243,069 shares 2,243,069 $231M 1.51% -25,599 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: 490,089 shares; 2024Q4: 484,620 shares; 2025Q1: 471,442 shares; 2025Q2: 467,049 shares; 2025Q3: 455,138 shares 455,138 $213M 1.39% -11,911 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: 855,348 shares; 2024Q4: 863,381 shares; 2025Q1: 865,592 shares; 2025Q2: 862,895 shares; 2025Q3: 862,885 shares 862,885 $210M 1.37% -10 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860,722 shares; 2024Q4: 1,844,214 shares; 2025Q1: 1,837,878 shares; 2025Q2: 1,821,322 shares; 2025Q3: 1,806,157 shares 1,806,157 $204M 1.33% -15,165 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: 2,459,839 shares; 2024Q4: 2,476,882 shares; 2025Q1: 2,433,111 shares; 2025Q2: 2,150,578 shares; 2025Q3: 2,098,244 shares 2,098,244 $196M 1.28% -52,334 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: 852,981 shares; 2024Q4: 847,700 shares; 2025Q1: 874,431 shares; 2025Q2: 875,139 shares; 2025Q3: 875,922 shares 875,922 $192M 1.25% +783 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: 2,933,498 shares; 2024Q4: 2,961,286 shares; 2025Q1: 3,119,775 shares; 2025Q2: 3,270,427 shares; 2025Q3: 3,354,099 shares 3,354,099 $182M 1.18% +83,672 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: 637,432 shares; 2024Q4: 666,150 shares; 2025Q1: 662,085 shares; 2025Q2: 661,566 shares; 2025Q3: 900,494 shares 900,494 $167M 1.09% +238,928 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: 412,529 shares; 2024Q4: 441,134 shares; 2025Q1: 584,385 shares; 2025Q2: 662,841 shares; 2025Q3: 707,166 shares 707,166 $164M 1.07% +44,325 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: 70,318 shares; 2024Q4: 69,776 shares; 2025Q1: 70,194 shares; 2025Q2: 349,663 shares; 2025Q3: 453,934 shares 453,934 $150M 0.98% +104,271 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: 993,098 shares; 2024Q4: 982,938 shares; 2025Q1: 983,982 shares; 2025Q2: 982,186 shares; 2025Q3: 979,221 shares 979,221 $142M 0.92% -2,965 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: 169,037 shares; 2024Q4: 178,744 shares; 2025Q1: 189,691 shares; 2025Q2: 186,331 shares; 2025Q3: 183,502 shares 183,502 $135M 0.88% -2,829 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: 834,494 shares; 2024Q4: 821,361 shares; 2025Q1: 814,562 shares; 2025Q2: 823,382 shares; 2025Q3: 814,996 shares 814,996 $127M 0.82% -8,386 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: 221,891 shares; 2024Q4: 220,813 shares; 2025Q1: 409,105 shares; 2025Q2: 434,379 shares; 2025Q3: 441,165 shares 441,165 $124M 0.81% +6,786 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: 1,624,427 shares; 2024Q4: 1,615,249 shares; 2025Q1: 1,618,831 shares; 2025Q2: 1,597,698 shares; 2025Q3: 1,580,090 shares 1,580,090 $119M 0.78% -17,608 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,651 shares; 2024Q4: 793,651 shares; 2025Q1: 793,651 shares; 2025Q2: 793,651 shares; 2025Q3: 793,651 shares 793,651 $117M 0.76% 0 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: 353,260 shares; 2024Q4: 353,005 shares; 2025Q1: 371,607 shares; 2025Q2: 372,714 shares; 2025Q3: 379,738 shares 379,738 $115M 0.75% +7,024 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: 303,143 shares; 2024Q4: 300,354 shares; 2025Q1: 301,266 shares; 2025Q2: 301,638 shares; 2025Q3: 301,733 shares 301,733 $112M 0.73% +95 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,750 shares; 2024Q4: 854,155 shares; 2025Q1: 804,065 shares; 2025Q2: 801,594 shares; 2025Q3: 777,047 shares 777,047 $111M 0.72% -24,547 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: 402,668 shares; 2024Q4: 398,359 shares; 2025Q1: 389,284 shares; 2025Q2: 361,047 shares; 2025Q3: 356,875 shares 356,875 $111M 0.72% -4,172 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: 530,755 shares; 2024Q4: 519,727 shares; 2025Q1: 508,494 shares; 2025Q2: 500,234 shares; 2025Q3: 493,194 shares 493,194 $109M 0.71% -7,040 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: 1,417,826 shares; 2024Q4: 1,432,820 shares; 2025Q1: 1,335,091 shares; 2025Q2: 1,308,003 shares; 2025Q3: 1,283,487 shares 1,283,487 $108M 0.7% -24,516 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: 354,245 shares; 2024Q4: 362,060 shares; 2025Q1: 306,964 shares; 2025Q2: 316,007 shares; 2025Q3: 309,447 shares 309,447 $102M 0.66% -6,560 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: 272,718 shares; 2024Q4: 267,025 shares; 2025Q1: 258,544 shares; 2025Q2: 251,572 shares; 2025Q3: 247,014 shares 247,014 $100M 0.65% -4,558 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: not reported; 2025Q1: 84,978 shares; 2025Q2: 82,985 shares; 2025Q3: 81,330 shares 81,330 $94.8M 0.62% -1,655 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: 1,029,624 shares; 2024Q4: 1,070,523 shares; 2025Q1: 1,075,491 shares; 2025Q2: 1,036,601 shares; 2025Q3: 1,069,670 shares 1,069,670 $93.4M 0.61% +33,069 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: 413,872 shares; 2024Q4: 416,063 shares; 2025Q1: 419,457 shares; 2025Q2: 371,018 shares; 2025Q3: 387,830 shares 387,830 $92.8M 0.6% +16,812 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: 98,342 shares; 2024Q4: 96,427 shares; 2025Q1: 97,660 shares; 2025Q2: 94,229 shares; 2025Q3: 92,931 shares 92,931 $86M 0.56% -1,298 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: 222,860 shares; 2024Q4: 219,291 shares; 2025Q1: 213,984 shares; 2025Q2: 212,843 shares; 2025Q3: 228,101 shares 228,101 $85.4M 0.56% +15,258 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: 852,409 shares; 2024Q4: 973,935 shares; 2025Q1: 1,012,871 shares; 2025Q2: 1,025,621 shares; 2025Q3: 1,034,099 shares 1,034,099 $83.4M 0.54% +8,478 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625,479 shares; 2024Q4: 1,705,755 shares; 2025Q1: 1,740,772 shares; 2025Q2: 1,786,615 shares; 2025Q3: 1,818,469 shares 1,818,469 $81M 0.53% +31,854 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301,792 shares; 2024Q4: 1,246,905 shares; 2025Q1: 1,182,168 shares; 2025Q2: 1,207,885 shares; 2025Q3: 1,169,276 shares 1,169,276 $77.5M 0.51% -38,609 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: 1,489,386 shares; 2024Q4: 1,486,786 shares; 2025Q1: 1,489,404 shares; 2025Q2: 1,476,084 shares; 2025Q3: 1,439,689 shares 1,439,689 $76.9M 0.5% -36,395 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: 130,174 shares; 2024Q4: 130,895 shares; 2025Q1: 132,520 shares; 2025Q2: 133,216 shares; 2025Q3: 134,538 shares 134,538 $76.5M 0.5% +1,322 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: 343,996 shares; 2024Q4: 340,720 shares; 2025Q1: 342,467 shares; 2025Q2: 346,814 shares; 2025Q3: 346,500 shares 346,500 $75.5M 0.49% -314 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: 75,307 shares; 2024Q4: 75,231 shares; 2025Q1: 75,626 shares; 2025Q2: 62,707 shares; 2025Q3: 61,191 shares 61,191 $73.4M 0.48% -1,516 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: 310,469 shares; 2024Q4: 311,612 shares; 2025Q1: 312,720 shares; 2025Q2: 312,440 shares; 2025Q3: 307,081 shares 307,081 $72.6M 0.47% -5,359 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: 575,117 shares; 2024Q4: 556,671 shares; 2025Q1: 805,488 shares; 2025Q2: 847,320 shares; 2025Q3: 849,389 shares 849,389 $70M 0.46% +2,069 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: 300,512 shares; 2024Q4: 292,651 shares; 2025Q1: 286,764 shares; 2025Q2: 277,041 shares; 2025Q3: 278,486 shares 278,486 $67.8M 0.44% +1,445 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: 280,994 shares; 2024Q4: 282,167 shares; 2025Q1: 278,269 shares; 2025Q2: 283,440 shares; 2025Q3: 276,142 shares 276,142 $66.8M 0.44% -7,298 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,730 shares; 2024Q4: 1,144,922 shares; 2025Q1: 1,135,989 shares; 2025Q2: 1,055,957 shares; 2025Q3: 1,013,161 shares 1,013,161 $65.9M 0.43% -42,796 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: 97,838 shares; 2024Q4: 99,856 shares; 2025Q1: 99,282 shares; 2025Q2: 105,309 shares; 2025Q3: 98,143 shares 98,143 $65.4M 0.43% -7,166 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: 1,063,031 shares; 2024Q4: 1,039,130 shares; 2025Q1: 1,045,447 shares; 2025Q2: 1,033,927 shares; 2025Q3: 1,038,423 shares 1,038,423 $64.9M 0.42% +4,496 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: 71,012 shares; 2024Q4: 76,137 shares; 2025Q1: 78,124 shares; 2025Q2: 79,575 shares; 2025Q3: 81,244 shares 81,244 $64.7M 0.42% +1,669 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: 797,992 shares; 2024Q4: 857,932 shares; 2025Q1: 891,487 shares; 2025Q2: 932,137 shares; 2025Q3: 932,877 shares 932,877 $61.5M 0.4% +740 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 110,902 shares; 2025Q1: 118,311 shares; 2025Q2: 123,433 shares; 2025Q3: 97,320 shares 97,320 $59.8M 0.39% -26,113 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: 141,357 shares; 2024Q4: 139,669 shares; 2025Q1: 137,190 shares; 2025Q2: 134,574 shares; 2025Q3: 131,449 shares 131,449 $56.6M 0.37% -3,125 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639,198 shares; 2024Q4: 2,644,519 shares; 2025Q1: 2,653,187 shares; 2025Q2: 1,990,663 shares; 2025Q3: 1,947,237 shares 1,947,237 $55M 0.36% -43,426 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,426 shares; 2025Q1: 120,208 shares; 2025Q2: 127,171 shares; 2025Q3: 131,982 shares 131,982 $54.7M 0.36% +4,811 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: 1,239,993 shares; 2024Q4: 1,232,071 shares; 2025Q1: 1,224,615 shares; 2025Q2: 1,210,898 shares; 2025Q3: 1,207,114 shares 1,207,114 $54.3M 0.35% -3,784 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,184 shares 502,184 $51.9M 0.34% new 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: 1,004,584 shares; 2024Q4: 973,718 shares; 2025Q1: 986,701 shares; 2025Q2: 1,415,139 shares; 2025Q3: 1,646,180 shares 1,646,180 $51.7M 0.34% +231,041 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: 181,595 shares; 2024Q4: 180,231 shares; 2025Q1: 158,397 shares; 2025Q2: 154,827 shares; 2025Q3: 150,947 shares 150,947 $51.5M 0.34% -3,880 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: 298,977 shares; 2024Q4: 295,063 shares; 2025Q1: 288,809 shares; 2025Q2: 285,924 shares; 2025Q3: 277,109 shares 277,109 $50.9M 0.33% -8,815 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: 1,221,065 shares; 2024Q4: 1,163,484 shares; 2025Q1: 1,170,121 shares; 2025Q2: 1,160,299 shares; 2025Q3: 1,157,019 shares 1,157,019 $50.9M 0.33% -3,280 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: 575,867 shares; 2024Q4: 557,528 shares; 2025Q1: 548,732 shares; 2025Q2: 542,183 shares; 2025Q3: 535,579 shares 535,579 $50.7M 0.33% -6,604 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: 247,367 shares; 2024Q4: 243,869 shares; 2025Q1: 243,948 shares; 2025Q2: 246,960 shares; 2025Q3: 245,841 shares 245,841 $49.4M 0.32% -1,119 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121,214 shares; 2024Q4: 2,010,986 shares; 2025Q1: 2,052,544 shares; 2025Q2: 2,035,420 shares; 2025Q3: 1,848,038 shares 1,848,038 $48.7M 0.32% -187,382 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: 164,142 shares; 2024Q4: 163,573 shares; 2025Q1: 162,542 shares; 2025Q2: 162,025 shares; 2025Q3: 157,323 shares 157,323 $48.4M 0.32% -4,702 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: 96,135 shares; 2024Q4: 97,107 shares; 2025Q1: 97,815 shares; 2025Q2: 97,772 shares; 2025Q3: 99,267 shares 99,267 $48.3M 0.31% +1,495 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: 172,050 shares; 2024Q4: 157,706 shares; 2025Q1: 143,379 shares; 2025Q2: 143,375 shares; 2025Q3: 141,205 shares 141,205 $48.2M 0.31% -2,170 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: 38,734 shares; 2024Q4: 49,923 shares; 2025Q1: 160,815 shares; 2025Q2: 185,581 shares; 2025Q3: 191,456 shares 191,456 $47.2M 0.31% +5,875 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: 206,285 shares; 2024Q4: 230,329 shares; 2025Q1: 233,381 shares; 2025Q2: 238,941 shares; 2025Q3: 228,424 shares 228,424 $47.2M 0.31% -10,517 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,580 shares; 2024Q4: 251,909 shares; 2025Q1: 248,620 shares; 2025Q2: 247,677 shares; 2025Q3: 246,730 shares 246,730 $47M 0.31% -947 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: 33,390 shares; 2024Q4: 34,045 shares; 2025Q1: 34,891 shares; 2025Q2: 34,875 shares; 2025Q3: 35,179 shares 35,179 $46.4M 0.3% +304 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: 442,886 shares; 2024Q4: 442,234 shares; 2025Q1: 438,829 shares; 2025Q2: 467,602 shares; 2025Q3: 482,834 shares 482,834 $46.3M 0.3% +15,232 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: 182,917 shares; 2024Q4: 185,261 shares; 2025Q1: 181,825 shares; 2025Q2: 185,169 shares; 2025Q3: 185,507 shares 185,507 $45.8M 0.3% +338 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: 1,495,730 shares; 2024Q4: 1,498,918 shares; 2025Q1: 1,472,697 shares; 2025Q2: 494,648 shares; 2025Q3: 412,175 shares 412,175 $45.6M 0.3% -82,473 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: 92,380 shares; 2024Q4: 95,789 shares; 2025Q1: 90,548 shares; 2025Q2: 88,642 shares; 2025Q3: 89,561 shares 89,561 $45M 0.29% +919 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: not reported; 2024Q4: 177,418 shares; 2025Q1: 200,169 shares; 2025Q2: 201,958 shares; 2025Q3: 199,783 shares 199,783 $43.9M 0.29% -2,175 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: 133,648 shares; 2024Q4: 130,971 shares; 2025Q1: 129,977 shares; 2025Q2: 130,573 shares; 2025Q3: 129,800 shares 129,800 $43.1M 0.28% -773 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: 327,308 shares; 2024Q4: 317,555 shares; 2025Q1: 301,580 shares; 2025Q2: 293,517 shares; 2025Q3: 280,464 shares 280,464 $43.1M 0.28% -13,053 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: 41,648 shares; 2024Q4: 172,923 shares; 2025Q1: 190,761 shares; 2025Q2: 196,701 shares; 2025Q3: 200,413 shares 200,413 $43M 0.28% +3,712 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: 741,299 shares; 2024Q4: 878,965 shares; 2025Q1: 881,313 shares; 2025Q2: 896,113 shares; 2025Q3: 908,616 shares 908,616 $42.4M 0.28% +12,503 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: 517,120 shares; 2024Q4: 504,403 shares; 2025Q1: 506,464 shares; 2025Q2: 517,635 shares; 2025Q3: 503,083 shares 503,083 $41.4M 0.27% -14,552 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,994 shares; 2024Q4: 627,819 shares; 2025Q1: 616,991 shares; 2025Q2: 603,444 shares; 2025Q3: 593,411 shares 593,411 $40M 0.26% -10,033 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: 524,319 shares; 2024Q4: 583,296 shares; 2025Q1: 603,367 shares; 2025Q2: 611,263 shares; 2025Q3: 597,475 shares 597,475 $40M 0.26% -13,788 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: 57,208 shares; 2024Q4: 59,553 shares; 2025Q1: 60,548 shares; 2025Q2: 65,085 shares; 2025Q3: 66,573 shares 66,573 $40M 0.26% +1,488 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: 134,883 shares; 2024Q4: 126,016 shares; 2025Q1: 129,323 shares; 2025Q2: 150,490 shares; 2025Q3: 152,271 shares 152,271 $38.7M 0.25% +1,781 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: 133,542 shares; 2024Q4: 133,405 shares; 2025Q1: 132,502 shares; 2025Q2: 130,283 shares; 2025Q3: 127,956 shares 127,956 $38.4M 0.25% -2,327 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: 227,904 shares; 2024Q4: 232,495 shares; 2025Q1: 238,824 shares; 2025Q2: 247,880 shares; 2025Q3: 252,110 shares 252,110 $38.4M 0.25% +4,230 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: 114,907 shares; 2024Q4: 107,188 shares; 2025Q1: 109,050 shares; 2025Q2: 303,393 shares; 2025Q3: 334,020 shares 334,020 $38.2M 0.25% +30,627 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: 197,725 shares; 2024Q4: 195,958 shares; 2025Q1: 190,353 shares; 2025Q2: 185,405 shares; 2025Q3: 181,048 shares 181,048 $36.9M 0.24% -4,357 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: 87,236 shares; 2024Q4: 82,034 shares; 2025Q1: 79,805 shares; 2025Q2: 78,540 shares; 2025Q3: 76,565 shares 76,565 $36.5M 0.24% -1,975 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: 140,092 shares; 2024Q4: 140,229 shares; 2025Q1: 145,253 shares; 2025Q2: 145,026 shares; 2025Q3: 148,975 shares 148,975 $35.3M 0.23% +3,949 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: 505,804 shares; 2024Q4: 514,446 shares; 2025Q1: 508,462 shares; 2025Q2: 313,113 shares; 2025Q3: 210,793 shares 210,793 $35.1M 0.23% -102,320 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: 315,056 shares; 2024Q4: 268,551 shares; 2025Q1: 420,271 shares; 2025Q2: 512,239 shares; 2025Q3: 501,893 shares 501,893 $32.2M 0.21% -10,346 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: 16,168 shares; 2024Q4: 15,225 shares; 2025Q1: 14,227 shares; 2025Q2: 65,317 shares; 2025Q3: 67,576 shares 67,576 $32.1M 0.21% +2,259 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: 250,015 shares; 2024Q4: 254,799 shares; 2025Q1: 262,605 shares; 2025Q2: 269,850 shares; 2025Q3: 279,220 shares 279,220 $31.4M 0.2% +9,370 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: 137,289 shares; 2024Q4: 131,239 shares; 2025Q1: 131,437 shares; 2025Q2: 68,077 shares; 2025Q3: 64,641 shares 64,641 $31.4M 0.2% -3,436 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: 217,640 shares; 2024Q4: 213,010 shares; 2025Q1: 197,217 shares; 2025Q2: 194,090 shares; 2025Q3: 185,992 shares 185,992 $31.1M 0.2% -8,098 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,800 shares; 2024Q4: 265,620 shares; 2025Q1: 311,139 shares; 2025Q2: 313,909 shares; 2025Q3: 312,982 shares 312,982 $30.2M 0.2% -927 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: 37,891 shares; 2024Q4: 36,708 shares; 2025Q1: 151,193 shares; 2025Q2: 177,086 shares; 2025Q3: 184,926 shares 184,926 $29.1M 0.19% +7,840 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: 241,623 shares; 2024Q4: 244,092 shares; 2025Q1: 252,670 shares; 2025Q2: 291,489 shares; 2025Q3: 301,183 shares 301,183 $29.1M 0.19% +9,694 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: 211,894 shares; 2024Q4: 222,323 shares; 2025Q1: 206,469 shares; 2025Q2: 205,316 shares; 2025Q3: 201,282 shares 201,282 $28.4M 0.18% -4,034 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,226 shares; 2024Q4: 472,185 shares; 2025Q1: 494,075 shares; 2025Q2: 525,511 shares; 2025Q3: 533,121 shares 533,121 $27.1M 0.18% +7,610 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: 276,082 shares; 2024Q4: 286,552 shares; 2025Q1: 254,101 shares; 2025Q2: 256,714 shares; 2025Q3: 260,851 shares 260,851 $26.2M 0.17% +4,137 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,461 shares; 2024Q4: 230,776 shares; 2025Q1: 241,276 shares; 2025Q2: 248,286 shares; 2025Q3: 251,781 shares 251,781 $25.7M 0.17% +3,495 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,462 shares; 2025Q1: 5,445 shares; 2025Q2: 4,505 shares; 2025Q3: 333,925 shares 333,925 $25.3M 0.16% +329,420 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: 1,019,235 shares; 2024Q4: 922,382 shares; 2025Q1: 887,910 shares; 2025Q2: 726,495 shares; 2025Q3: 662,771 shares 662,771 $24.2M 0.16% -63,724 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,236 shares; 2024Q4: 928,467 shares; 2025Q1: 960,370 shares; 2025Q2: 952,088 shares; 2025Q3: 924,019 shares 924,019 $23.6M 0.15% -28,069 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: 74,967 shares; 2024Q4: 74,817 shares; 2025Q1: 40,972 shares; 2025Q2: 35,387 shares; 2025Q3: 33,652 shares 33,652 $23M 0.15% -1,735 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: 147,131 shares; 2024Q4: 144,976 shares; 2025Q1: 143,943 shares; 2025Q2: 141,879 shares; 2025Q3: 169,419 shares 169,419 $22.7M 0.15% +27,540 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,632 shares; 2024Q4: 368,964 shares; 2025Q1: 368,640 shares; 2025Q2: 385,886 shares; 2025Q3: 380,916 shares 380,916 $22.4M 0.15% -4,970 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: 203,956 shares; 2024Q4: 191,011 shares; 2025Q1: 176,574 shares; 2025Q2: 166,376 shares; 2025Q3: 157,790 shares 157,790 $22.2M 0.14% -8,586 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: 339,790 shares; 2024Q4: 343,026 shares; 2025Q1: 336,030 shares; 2025Q2: 328,360 shares; 2025Q3: 324,385 shares 324,385 $22.1M 0.14% -3,975 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: 78,448 shares; 2024Q4: 77,040 shares; 2025Q1: 74,006 shares; 2025Q2: 72,437 shares; 2025Q3: 72,054 shares 72,054 $21.1M 0.14% -383 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: 1,025,467 shares; 2024Q4: 976,082 shares; 2025Q1: 1,030,423 shares; 2025Q2: 1,037,558 shares; 2025Q3: 419,590 shares 419,590 $21M 0.14% -617,968 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: 24,290 shares; 2024Q4: 22,856 shares; 2025Q1: 21,126 shares; 2025Q2: 22,528 shares; 2025Q3: 160,506 shares 160,506 $20.9M 0.14% +137,978 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: 352,787 shares; 2024Q4: 342,845 shares; 2025Q1: 325,858 shares; 2025Q2: 311,548 shares; 2025Q3: 296,777 shares 296,777 $20.3M 0.13% -14,771 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: 367,369 shares; 2024Q4: 366,960 shares; 2025Q1: 148,005 shares; 2025Q2: 90,423 shares; 2025Q3: 70,195 shares 70,195 $19.8M 0.13% -20,228 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: 29 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $19.6M 0.13% 0 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: 213,569 shares; 2024Q4: 257,303 shares; 2025Q1: 220,134 shares; 2025Q2: 206,416 shares; 2025Q3: 181,678 shares 181,678 $19.3M 0.13% -24,738 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: 264,191 shares; 2024Q4: 295,289 shares; 2025Q1: 270,883 shares; 2025Q2: 269,599 shares; 2025Q3: 270,835 shares 270,835 $19.2M 0.12% +1,236 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: 217,966 shares; 2024Q4: 221,170 shares; 2025Q1: 216,141 shares; 2025Q2: 232,068 shares; 2025Q3: 196,636 shares 196,636 $18.6M 0.12% -35,432 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: 383,232 shares; 2024Q4: 377,091 shares; 2025Q1: 377,707 shares; 2025Q2: 325,662 shares; 2025Q3: 341,306 shares 341,306 $17.6M 0.11% +15,644 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,779 shares; 2024Q4: 162,797 shares; 2025Q1: 146,458 shares; 2025Q2: 134,403 shares; 2025Q3: 126,414 shares 126,414 $17.5M 0.11% -7,989 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,743 shares 154,743 $17.5M 0.11% new 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: 144,530 shares; 2024Q4: 139,649 shares; 2025Q1: 127,232 shares; 2025Q2: 129,819 shares; 2025Q3: 129,252 shares 129,252 $17M 0.11% -567 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: 306,955 shares; 2024Q4: 126,615 shares; 2025Q1: 102,046 shares; 2025Q2: 85,312 shares; 2025Q3: 78,377 shares 78,377 $16.5M 0.11% -6,935 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,986 shares; 2024Q4: 398,340 shares; 2025Q1: 389,394 shares; 2025Q2: 387,805 shares; 2025Q3: 387,642 shares 387,642 $16.5M 0.11% -163 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: 417,256 shares; 2024Q4: 404,557 shares; 2025Q1: 420,549 shares; 2025Q2: 426,015 shares; 2025Q3: 465,976 shares 465,976 $16M 0.1% +39,961 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: 443,959 shares; 2024Q4: 428,573 shares; 2025Q1: 416,394 shares; 2025Q2: 419,906 shares; 2025Q3: 426,697 shares 426,697 $15.8M 0.1% +6,791 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,601 shares; 2024Q4: 375,411 shares; 2025Q1: 374,764 shares; 2025Q2: 363,539 shares; 2025Q3: 388,986 shares 388,986 $15M 0.1% +25,447 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: 56,510 shares; 2024Q4: 55,443 shares; 2025Q1: 55,123 shares; 2025Q2: 54,666 shares; 2025Q3: 51,466 shares 51,466 $14.5M 0.09% -3,200 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: 30,922 shares; 2024Q4: 29,769 shares; 2025Q1: 29,343 shares; 2025Q2: 29,150 shares; 2025Q3: 29,501 shares 29,501 $14.1M 0.09% +351 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: 67,825 shares; 2024Q4: 66,657 shares; 2025Q1: 87,969 shares; 2025Q2: 84,374 shares; 2025Q3: 87,397 shares 87,397 $14.1M 0.09% +3,023 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: 60,209 shares; 2024Q4: 58,971 shares; 2025Q1: 56,479 shares; 2025Q2: 55,306 shares; 2025Q3: 54,045 shares 54,045 $14.1M 0.09% -1,261 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: 33,154 shares; 2024Q4: 32,881 shares; 2025Q1: 31,264 shares; 2025Q2: 31,075 shares; 2025Q3: 30,473 shares 30,473 $13.6M 0.09% -602 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: 80,824 shares; 2024Q4: 86,327 shares; 2025Q1: 87,577 shares; 2025Q2: 71,608 shares; 2025Q3: 27,095 shares 27,095 $13.5M 0.09% -44,513 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: 49,436 shares; 2024Q4: 46,898 shares; 2025Q1: 46,671 shares; 2025Q2: 43,782 shares; 2025Q3: 42,051 shares 42,051 $13.4M 0.09% -1,731 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: 10,897 shares; 2024Q4: 9,497 shares; 2025Q1: 9,545 shares; 2025Q2: 123,221 shares; 2025Q3: 123,097 shares 123,097 $13.3M 0.09% -124 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,205 shares; 2025Q1: 5,566 shares; 2025Q2: 12,446 shares; 2025Q3: 13,366 shares 13,366 $12.9M 0.08% +920 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: 60,607 shares; 2024Q4: 54,383 shares; 2025Q1: 54,008 shares; 2025Q2: 51,330 shares; 2025Q3: 49,655 shares 49,655 $12.5M 0.08% -1,675 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,896 shares; 2024Q4: 57,100 shares; 2025Q1: 54,667 shares; 2025Q2: 55,933 shares; 2025Q3: 54,127 shares 54,127 $12.4M 0.08% -1,806 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: 19,106 shares; 2024Q4: 28,904 shares; 2025Q1: 28,052 shares; 2025Q2: 28,226 shares; 2025Q3: 27,081 shares 27,081 $12.4M 0.08% -1,145 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: 26,986 shares; 2024Q4: 26,781 shares; 2025Q1: 25,811 shares; 2025Q2: 30,992 shares; 2025Q3: 43,246 shares 43,246 $12.1M 0.08% +12,254 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: 105,075 shares; 2024Q4: 97,861 shares; 2025Q1: 98,402 shares; 2025Q2: 97,449 shares; 2025Q3: 97,510 shares 97,510 $12.1M 0.08% +61 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: 230,009 shares; 2024Q4: 205,693 shares; 2025Q1: 190,764 shares; 2025Q2: 165,737 shares; 2025Q3: 34,753 shares 34,753 $12M 0.08% -130,984 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,912 shares; 2024Q4: 41,635 shares; 2025Q1: 41,442 shares; 2025Q2: 42,507 shares; 2025Q3: 42,842 shares 42,842 $11.9M 0.08% +335 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: 48,398 shares; 2024Q4: 47,328 shares; 2025Q1: 44,059 shares; 2025Q2: 42,864 shares; 2025Q3: 41,861 shares 41,861 $11.7M 0.08% -1,003 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: 236,960 shares; 2024Q4: 238,754 shares; 2025Q1: 239,934 shares; 2025Q2: 234,919 shares; 2025Q3: 75,554 shares 75,554 $11.1M 0.07% -159,365 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,498 shares; 2024Q4: 64,985 shares; 2025Q1: 64,448 shares; 2025Q2: 65,399 shares; 2025Q3: 65,860 shares 65,860 $11M 0.07% +461 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,117 shares; 2024Q4: 25,801 shares; 2025Q1: 23,905 shares; 2025Q2: 22,105 shares; 2025Q3: 16,240 shares 16,240 $10.5M 0.07% -5,865 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: 33,826 shares; 2024Q4: 35,524 shares; 2025Q1: 34,664 shares; 2025Q2: 36,458 shares; 2025Q3: 34,857 shares 34,857 $10.5M 0.07% -1,601 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,637 shares; 2024Q4: 97,637 shares; 2025Q1: 97,637 shares; 2025Q2: 74,572 shares; 2025Q3: 74,572 shares 74,572 $10.2M 0.07% 0 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: 53,554 shares; 2024Q4: 54,747 shares; 2025Q1: 53,920 shares; 2025Q2: 72,411 shares; 2025Q3: 77,992 shares 77,992 $10.1M 0.07% +5,581 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,254 shares; 2024Q4: 33,885 shares; 2025Q1: 34,185 shares; 2025Q2: 35,029 shares; 2025Q3: 35,405 shares 35,405 $9.89M 0.06% +376 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: 35,251 shares; 2024Q4: 33,204 shares; 2025Q1: 33,682 shares; 2025Q2: 34,940 shares; 2025Q3: 32,894 shares 32,894 $9.27M 0.06% -2,046 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 26,639 shares; 2025Q1: 26,878 shares; 2025Q2: 26,047 shares; 2025Q3: 26,138 shares 26,138 $9.05M 0.06% +91 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: 375 shares; 2024Q4: 386 shares; 2025Q1: 380 shares; 2025Q2: 386 shares; 2025Q3: 1,657 shares 1,657 $8.95M 0.06% +1,271 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,169 shares; 2024Q4: 137,365 shares; 2025Q1: 137,017 shares; 2025Q2: 136,348 shares; 2025Q3: 151,700 shares 151,700 $8.83M 0.06% +15,352 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: 18,620 shares; 2024Q4: 18,520 shares; 2025Q1: 18,039 shares; 2025Q2: 17,847 shares; 2025Q3: 17,845 shares 17,845 $8.77M 0.06% -2 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: 71,026 shares; 2024Q4: 58,796 shares; 2025Q1: 58,254 shares; 2025Q2: 57,777 shares; 2025Q3: 53,871 shares 53,871 $8.74M 0.06% -3,906 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: 117,435 shares; 2024Q4: 140,840 shares; 2025Q1: 123,408 shares; 2025Q2: 127,019 shares; 2025Q3: 127,363 shares 127,363 $8.6M 0.06% +344 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,925 shares; 2024Q4: 73,574 shares; 2025Q1: 69,455 shares; 2025Q2: 69,840 shares; 2025Q3: 69,763 shares 69,763 $8.54M 0.06% -77 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,573 shares; 2024Q4: 106,807 shares; 2025Q1: 105,681 shares; 2025Q2: 106,726 shares; 2025Q3: 107,186 shares 107,186 $8.41M 0.05% +460 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: 19,002 shares; 2024Q4: 19,437 shares; 2025Q1: 19,816 shares; 2025Q2: 19,515 shares; 2025Q3: 19,793 shares 19,793 $8.35M 0.05% +278 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,643 shares; 2024Q4: 159,643 shares; 2025Q1: 159,766 shares; 2025Q2: 160,136 shares; 2025Q3: 160,517 shares 160,517 $8.27M 0.05% +381 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,318 shares; 2024Q4: 92,156 shares; 2025Q1: 96,286 shares; 2025Q2: 108,594 shares; 2025Q3: 108,077 shares 108,077 $8.24M 0.05% -517 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: 23,444 shares; 2024Q4: 22,559 shares; 2025Q1: 21,967 shares; 2025Q2: 20,353 shares; 2025Q3: 19,171 shares 19,171 $8.17M 0.05% -1,182 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,054 shares; 2024Q4: 49,005 shares; 2025Q1: 48,640 shares; 2025Q2: 49,823 shares; 2025Q3: 50,071 shares 50,071 $8.09M 0.05% +248 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: 63,706 shares; 2024Q4: 62,216 shares; 2025Q1: 60,347 shares; 2025Q2: 59,639 shares; 2025Q3: 59,226 shares 59,226 $8.03M 0.05% -413 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,324 shares; 2024Q4: 113,330 shares; 2025Q1: 47,159 shares; 2025Q2: 42,195 shares; 2025Q3: 40,491 shares 40,491 $7.83M 0.05% -1,704 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: 76,158 shares; 2024Q4: 45,543 shares; 2025Q1: 39,132 shares; 2025Q2: 34,678 shares; 2025Q3: 28,811 shares 28,811 $7.78M 0.05% -5,867 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: 51,583 shares; 2024Q4: 55,711 shares; 2025Q1: 53,471 shares; 2025Q2: 48,502 shares; 2025Q3: 54,505 shares 54,505 $7.71M 0.05% +6,003 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: 8,275 shares; 2024Q4: 11,738 shares; 2025Q1: 10,789 shares; 2025Q2: 10,169 shares; 2025Q3: 10,156 shares 10,156 $7.7M 0.05% -13 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: 89,368 shares; 2024Q4: 97,449 shares; 2025Q1: 99,138 shares; 2025Q2: 97,530 shares; 2025Q3: 96,261 shares 96,261 $7.7M 0.05% -1,269 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: 13,419 shares; 2024Q4: 12,914 shares; 2025Q1: 12,209 shares; 2025Q2: 12,476 shares; 2025Q3: 12,408 shares 12,408 $7.56M 0.05% -68 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 21,508 shares; 2025Q1: 21,340 shares; 2025Q2: 19,701 shares; 2025Q3: 19,338 shares 19,338 $7.55M 0.05% -363 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: 58,241 shares; 2024Q4: 53,706 shares; 2025Q1: 51,199 shares; 2025Q2: 49,930 shares; 2025Q3: 48,299 shares 48,299 $7.5M 0.05% -1,631 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: not reported; 2025Q1: 86,811 shares; 2025Q2: 50,504 shares; 2025Q3: 51,130 shares 51,130 $7.45M 0.05% +626 Timeline JMST 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: 169,473 shares; 2024Q4: 176,474 shares; 2025Q1: 156,546 shares; 2025Q2: 144,281 shares; 2025Q3: 145,276 shares 145,276 $7.41M 0.05% +995 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,153 shares; 2024Q4: 25,153 shares; 2025Q1: 23,535 shares; 2025Q2: 23,535 shares; 2025Q3: 22,917 shares 22,917 $7.4M 0.05% -618 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: 40,715 shares; 2024Q4: 40,114 shares; 2025Q1: 38,545 shares; 2025Q2: 39,250 shares; 2025Q3: 36,733 shares 36,733 $7.28M 0.05% -2,517 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: 94,780 shares; 2024Q4: 90,326 shares; 2025Q1: 71,877 shares; 2025Q2: 70,220 shares; 2025Q3: 20,621 shares 20,621 $7.27M 0.05% -49,599 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: 32,959 shares; 2024Q4: 32,259 shares; 2025Q1: 31,997 shares; 2025Q2: 30,749 shares; 2025Q3: 30,124 shares 30,124 $7.25M 0.05% -625 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,384 shares; 2024Q4: 97,528 shares; 2025Q1: 96,763 shares; 2025Q2: 98,541 shares; 2025Q3: 99,300 shares 99,300 $7.08M 0.05% +759 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: 109,552 shares; 2024Q4: 118,271 shares; 2025Q1: 111,228 shares; 2025Q2: 125,386 shares; 2025Q3: 130,297 shares 130,297 $6.91M 0.05% +4,911 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: 221,950 shares; 2024Q4: 217,513 shares; 2025Q1: 179,267 shares; 2025Q2: 168,825 shares; 2025Q3: 150,644 shares 150,644 $6.89M 0.04% -18,181 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: 16,439 shares; 2024Q4: 16,563 shares; 2025Q1: 16,633 shares; 2025Q2: 18,351 shares; 2025Q3: 18,327 shares 18,327 $6.7M 0.04% -24 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: 328,405 shares; 2024Q4: 326,062 shares; 2025Q1: 303,133 shares; 2025Q2: 302,096 shares; 2025Q3: 261,755 shares 261,755 $6.67M 0.04% -40,341 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: 109,822 shares; 2024Q4: 105,761 shares; 2025Q1: 104,150 shares; 2025Q2: 101,128 shares; 2025Q3: 78,817 shares 78,817 $6.58M 0.04% -22,311 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: 58,624 shares; 2024Q4: 56,728 shares; 2025Q1: 55,189 shares; 2025Q2: 54,626 shares; 2025Q3: 52,601 shares 52,601 $6.54M 0.04% -2,025 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: 32,038 shares; 2024Q4: 32,446 shares; 2025Q1: 32,403 shares; 2025Q2: 38,459 shares; 2025Q3: 38,249 shares 38,249 $6.44M 0.04% -210 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,919 shares; 2024Q4: 75,010 shares; 2025Q1: 74,126 shares; 2025Q2: 74,545 shares; 2025Q3: 75,295 shares 75,295 $6.4M 0.04% +750 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: 85,871 shares; 2024Q4: 127,882 shares; 2025Q1: 131,010 shares; 2025Q2: 93,623 shares; 2025Q3: 93,784 shares 93,784 $6.31M 0.04% +161 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: 15,236 shares; 2024Q4: 15,559 shares; 2025Q1: 14,585 shares; 2025Q2: 14,045 shares; 2025Q3: 13,906 shares 13,906 $6.22M 0.04% -139 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: 169,883 shares; 2024Q4: 159,528 shares; 2025Q1: 154,677 shares; 2025Q2: 146,680 shares; 2025Q3: 137,010 shares 137,010 $6.18M 0.04% -9,670 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: 60,887 shares; 2024Q4: 55,729 shares; 2025Q1: 120,301 shares; 2025Q2: 119,592 shares; 2025Q3: 137,012 shares 137,012 $6.18M 0.04% +17,420 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,084 shares; 2024Q4: 103,058 shares; 2025Q1: 103,364 shares; 2025Q2: 102,272 shares; 2025Q3: 102,097 shares 102,097 $6.1M 0.04% -175 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,739 shares; 2024Q4: 551,242 shares; 2025Q1: 561,285 shares; 2025Q2: 568,846 shares; 2025Q3: 154,272 shares 154,272 $6.05M 0.04% -414,574 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: 16,080 shares; 2024Q4: 15,718 shares; 2025Q1: 9,940 shares; 2025Q2: 12,919 shares; 2025Q3: 12,951 shares 12,951 $6.01M 0.04% +32 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 36,208 shares; 2025Q1: 37,101 shares; 2025Q2: 40,212 shares; 2025Q3: 55,409 shares 55,409 $5.92M 0.04% +15,197 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: 38,739 shares; 2024Q4: 30,265 shares; 2025Q1: 28,703 shares; 2025Q2: 23,480 shares; 2025Q3: 23,372 shares 23,372 $5.88M 0.04% -108 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: 141,886 shares; 2024Q4: 141,937 shares; 2025Q1: 140,406 shares; 2025Q2: 162,482 shares; 2025Q3: 164,678 shares 164,678 $5.85M 0.04% +2,196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,594 shares; 2025Q3: 28,875 shares 28,875 $5.79M 0.04% +2,281 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: 29,445 shares; 2024Q4: 26,631 shares; 2025Q1: 24,676 shares; 2025Q2: 21,555 shares; 2025Q3: 20,676 shares 20,676 $5.64M 0.04% -879 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: 82,950 shares; 2024Q4: 89,420 shares; 2025Q1: 97,786 shares; 2025Q2: 97,429 shares; 2025Q3: 94,368 shares 94,368 $5.63M 0.04% -3,061 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: 24,318 shares; 2024Q4: 26,517 shares; 2025Q1: 27,615 shares; 2025Q2: 26,192 shares; 2025Q3: 27,329 shares 27,329 $5.6M 0.04% +1,137 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: 28,308 shares; 2024Q4: 25,934 shares; 2025Q1: 25,328 shares; 2025Q2: 29,221 shares; 2025Q3: 25,911 shares 25,911 $5.59M 0.04% -3,310 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,499 shares; 2024Q4: 18,052 shares; 2025Q1: 18,005 shares; 2025Q2: 18,403 shares; 2025Q3: 18,559 shares 18,559 $5.52M 0.04% +156 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: 27,965 shares; 2024Q4: 27,951 shares; 2025Q1: 28,514 shares; 2025Q2: 38,137 shares; 2025Q3: 38,488 shares 38,488 $5.48M 0.04% +351 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: 11,329 shares; 2024Q4: 10,973 shares; 2025Q1: 11,086 shares; 2025Q2: 13,118 shares; 2025Q3: 12,918 shares 12,918 $5.46M 0.04% -200 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: 248,032 shares; 2024Q4: 213,811 shares; 2025Q1: 199,367 shares; 2025Q2: 184,847 shares; 2025Q3: 162,586 shares 162,586 $5.45M 0.04% -22,261 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: 20,327 shares; 2024Q4: 21,143 shares; 2025Q1: 20,209 shares; 2025Q2: 26,739 shares; 2025Q3: 25,918 shares 25,918 $5.41M 0.04% -821 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: 53,709 shares; 2024Q4: 52,851 shares; 2025Q1: 52,851 shares; 2025Q2: 38,383 shares; 2025Q3: 38,480 shares 38,480 $5.39M 0.04% +97 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,855 shares; 2024Q4: 37,933 shares; 2025Q1: 41,670 shares; 2025Q2: 43,645 shares; 2025Q3: 43,906 shares 43,906 $5.38M 0.04% +261 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 17,262 shares; 2025Q1: 16,837 shares; 2025Q2: 18,683 shares; 2025Q3: 18,665 shares 18,665 $5.36M 0.03% -18 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: 15,505 shares; 2024Q4: 15,209 shares; 2025Q1: 15,085 shares; 2025Q2: 15,427 shares; 2025Q3: 14,994 shares 14,994 $5.33M 0.03% -433 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,985 shares; 2024Q4: 196,828 shares; 2025Q1: 197,353 shares; 2025Q2: 208,883 shares; 2025Q3: 214,113 shares 214,113 $5.32M 0.03% +5,230 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: 69,930 shares; 2024Q4: 70,777 shares; 2025Q1: 65,402 shares; 2025Q2: 58,010 shares; 2025Q3: 53,978 shares 53,978 $5.29M 0.03% -4,032 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,498 shares; 2024Q4: 16,481 shares; 2025Q1: 15,916 shares; 2025Q2: 16,119 shares; 2025Q3: 15,804 shares 15,804 $5.26M 0.03% -315 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: 8,284 shares; 2024Q4: 7,520 shares; 2025Q1: 6,884 shares; 2025Q2: 6,061 shares; 2025Q3: 5,698 shares 5,698 $5.24M 0.03% -363 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,235 shares 21,235 $5.24M 0.03% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 390,499 shares; 2025Q2: 395,999 shares; 2025Q3: 390,499 shares 390,499 $5.13M 0.03% -5,500 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: 46,048 shares; 2024Q4: 46,007 shares; 2025Q1: 46,026 shares; 2025Q2: 45,945 shares; 2025Q3: 45,668 shares 45,668 $5.1M 0.03% -277 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,956 shares; 2024Q4: 31,755 shares; 2025Q1: 31,842 shares; 2025Q2: 32,265 shares; 2025Q3: 40,041 shares 40,041 $5.06M 0.03% +7,776 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: 17,836 shares; 2024Q4: 17,460 shares; 2025Q1: 16,690 shares; 2025Q2: 15,100 shares; 2025Q3: 15,343 shares 15,343 $5.05M 0.03% +243 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 45,761 shares; 2025Q1: 51,863 shares; 2025Q2: 53,691 shares; 2025Q3: 53,942 shares 53,942 $5.04M 0.03% +251 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: 24,121 shares; 2024Q4: 22,986 shares; 2025Q1: 22,270 shares; 2025Q2: 28,153 shares; 2025Q3: 28,999 shares 28,999 $5.01M 0.03% +846 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: 55,006 shares; 2024Q4: 54,985 shares; 2025Q1: 52,277 shares; 2025Q2: 103,660 shares; 2025Q3: 101,901 shares 101,901 $5M 0.03% -1,759 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: 26,917 shares; 2024Q4: 27,158 shares; 2025Q1: 26,850 shares; 2025Q2: 26,760 shares; 2025Q3: 29,176 shares 29,176 $4.98M 0.03% +2,416 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,706 shares; 2024Q4: 67,449 shares; 2025Q1: 63,822 shares; 2025Q2: 59,804 shares; 2025Q3: 58,993 shares 58,993 $4.98M 0.03% -811 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: 27,021 shares; 2024Q4: 26,857 shares; 2025Q1: 23,396 shares; 2025Q2: 29,255 shares; 2025Q3: 29,159 shares 29,159 $4.94M 0.03% -96 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: 15,142 shares; 2024Q4: 14,591 shares; 2025Q1: 14,338 shares; 2025Q2: 18,786 shares; 2025Q3: 19,123 shares 19,123 $4.83M 0.03% +337 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: 30,751 shares; 2024Q4: 36,865 shares; 2025Q1: 28,400 shares; 2025Q2: 28,021 shares; 2025Q3: 26,347 shares 26,347 $4.81M 0.03% -1,674 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,809 shares; 2024Q4: 60,110 shares; 2025Q1: 59,829 shares; 2025Q2: 61,185 shares; 2025Q3: 61,763 shares 61,763 $4.78M 0.03% +578 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,914 shares; 2024Q4: 56,245 shares; 2025Q1: 57,322 shares; 2025Q2: 74,756 shares; 2025Q3: 74,985 shares 74,985 $4.77M 0.03% +229 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: 25,131 shares; 2024Q4: 23,947 shares; 2025Q1: 23,684 shares; 2025Q2: 27,871 shares; 2025Q3: 28,538 shares 28,538 $4.76M 0.03% +667 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,846 shares; 2024Q4: 32,028 shares; 2025Q1: 31,935 shares; 2025Q2: 41,277 shares; 2025Q3: 41,767 shares 41,767 $4.74M 0.03% +490 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: 35,088 shares; 2024Q4: 34,646 shares; 2025Q1: 33,225 shares; 2025Q2: 41,014 shares; 2025Q3: 41,287 shares 41,287 $4.73M 0.03% +273 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,469 shares; 2024Q4: 25,054 shares; 2025Q1: 23,821 shares; 2025Q2: 23,540 shares; 2025Q3: 22,992 shares 22,992 $4.71M 0.03% -548 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: 42,476 shares; 2024Q4: 41,750 shares; 2025Q1: 40,018 shares; 2025Q2: 39,065 shares; 2025Q3: 37,011 shares 37,011 $4.69M 0.03% -2,054 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,824 shares; 2024Q4: 71,744 shares; 2025Q1: 71,744 shares; 2025Q2: 94,028 shares; 2025Q3: 104,758 shares 104,758 $4.67M 0.03% +10,730 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: 440,265 shares; 2024Q4: 387,541 shares; 2025Q1: 383,531 shares; 2025Q2: 381,585 shares; 2025Q3: 69,854 shares 69,854 $4.61M 0.03% -311,731 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,106 shares; 2024Q4: 15,710 shares; 2025Q1: 15,635 shares; 2025Q2: 15,571 shares; 2025Q3: 15,137 shares 15,137 $4.58M 0.03% -434 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: 39,516 shares; 2024Q4: 40,802 shares; 2025Q1: 39,735 shares; 2025Q2: 38,935 shares; 2025Q3: 36,807 shares 36,807 $4.55M 0.03% -2,128 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,674 shares; 2024Q4: 90,422 shares; 2025Q1: 90,354 shares; 2025Q2: 91,962 shares; 2025Q3: 75,335 shares 75,335 $4.52M 0.03% -16,627 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: 14,787 shares; 2024Q4: 15,072 shares; 2025Q1: 14,996 shares; 2025Q2: 16,031 shares; 2025Q3: 16,002 shares 16,002 $4.52M 0.03% -29 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,515 shares; 2024Q4: 25,308 shares; 2025Q1: 49,869 shares; 2025Q2: 65,205 shares; 2025Q3: 68,157 shares 68,157 $4.45M 0.03% +2,952 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: 31,012 shares; 2024Q4: 29,026 shares; 2025Q1: 29,562 shares; 2025Q2: 29,559 shares; 2025Q3: 31,782 shares 31,782 $4.44M 0.03% +2,223 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: 86,972 shares; 2024Q4: 90,246 shares; 2025Q1: 87,272 shares; 2025Q2: 114,593 shares; 2025Q3: 89,058 shares 89,058 $4.44M 0.03% -25,535 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,220 shares; 2024Q4: 57,018 shares; 2025Q1: 57,440 shares; 2025Q2: 60,839 shares; 2025Q3: 52,978 shares 52,978 $4.4M 0.03% -7,861 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: 4,441 shares; 2024Q4: 4,254 shares; 2025Q1: 3,863 shares; 2025Q2: 4,752 shares; 2025Q3: 8,860 shares 8,860 $4.37M 0.03% +4,108 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,381 shares; 2024Q4: 49,022 shares; 2025Q1: 48,167 shares; 2025Q2: 61,747 shares; 2025Q3: 62,046 shares 62,046 $4.37M 0.03% +299 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: 10,859 shares; 2024Q4: 8,741 shares; 2025Q1: 7,840 shares; 2025Q2: 7,769 shares; 2025Q3: 6,814 shares 6,814 $4.35M 0.03% -955 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: 275,820 shares; 2024Q4: 268,982 shares; 2025Q1: 215,591 shares; 2025Q2: 227,535 shares; 2025Q3: 33,410 shares 33,410 $4.31M 0.03% -194,125 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,444 shares; 2024Q4: 27,732 shares; 2025Q1: 22,657 shares; 2025Q2: 43,430 shares; 2025Q3: 46,297 shares 46,297 $4.28M 0.03% +2,867 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,206 shares; 2024Q4: 97,326 shares; 2025Q1: 96,543 shares; 2025Q2: 96,979 shares; 2025Q3: 98,216 shares 98,216 $4.26M 0.03% +1,237 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: 13,477 shares; 2024Q4: 13,511 shares; 2025Q1: 13,298 shares; 2025Q2: 13,179 shares; 2025Q3: 13,073 shares 13,073 $4.18M 0.03% -106 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: 18,073 shares; 2024Q4: 18,809 shares; 2025Q1: 17,744 shares; 2025Q2: 15,145 shares; 2025Q3: 11,678 shares 11,678 $4.16M 0.03% -3,467 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,880 shares; 2024Q4: 57,447 shares; 2025Q1: 55,839 shares; 2025Q2: 53,587 shares; 2025Q3: 49,516 shares 49,516 $4.16M 0.03% -4,071 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: 60,057 shares; 2024Q4: 60,963 shares; 2025Q1: 56,843 shares; 2025Q2: 56,981 shares; 2025Q3: 57,041 shares 57,041 $4.15M 0.03% +60 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: 38,447 shares; 2024Q4: 38,545 shares; 2025Q1: 38,298 shares; 2025Q2: 47,315 shares; 2025Q3: 45,797 shares 45,797 $4.09M 0.03% -1,518 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: 66,621 shares; 2024Q4: 59,878 shares; 2025Q1: 50,724 shares; 2025Q2: 58,817 shares; 2025Q3: 48,579 shares 48,579 $4.07M 0.03% -10,238 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: 85,124 shares; 2024Q4: 67,444 shares; 2025Q1: 66,434 shares; 2025Q2: 66,405 shares; 2025Q3: 61,533 shares 61,533 $4.06M 0.03% -4,872 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,792 shares; 2024Q4: 31,201 shares; 2025Q1: 45,478 shares; 2025Q2: 48,570 shares; 2025Q3: 49,654 shares 49,654 $4.06M 0.03% +1,084 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,040 shares; 2024Q4: 21,013 shares; 2025Q1: 21,007 shares; 2025Q2: 21,159 shares; 2025Q3: 21,422 shares 21,422 $4.05M 0.03% +263 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: 407,187 shares; 2024Q4: 291,020 shares; 2025Q1: 68,924 shares; 2025Q2: 31,659 shares; 2025Q3: 21,083 shares 21,083 $3.94M 0.03% -10,576 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: 42,896 shares; 2024Q4: 41,280 shares; 2025Q1: 39,278 shares; 2025Q2: 36,338 shares; 2025Q3: 41,050 shares 41,050 $3.91M 0.03% +4,712 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: 11,448 shares; 2024Q4: 11,253 shares; 2025Q1: 11,389 shares; 2025Q2: 12,422 shares; 2025Q3: 12,488 shares 12,488 $3.9M 0.03% +66 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,338 shares; 2025Q1: 4,418 shares; 2025Q2: 6,932 shares; 2025Q3: 7,074 shares 7,074 $3.87M 0.03% +142 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: 46,416 shares; 2024Q4: 49,619 shares; 2025Q1: 48,603 shares; 2025Q2: 45,674 shares; 2025Q3: 53,918 shares 53,918 $3.86M 0.03% +8,244 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,126 shares; 2025Q1: 14,861 shares; 2025Q2: 19,666 shares; 2025Q3: 19,985 shares 19,985 $3.84M 0.03% +319 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 17,140 shares; 2025Q1: 16,856 shares; 2025Q2: 21,061 shares; 2025Q3: 21,817 shares 21,817 $3.82M 0.02% +756 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,568 shares; 2024Q4: 17,280 shares; 2025Q1: 16,912 shares; 2025Q2: 15,472 shares; 2025Q3: 14,505 shares 14,505 $3.76M 0.02% -967 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: 71,303 shares; 2024Q4: 71,303 shares; 2025Q1: 71,303 shares; 2025Q2: 71,067 shares; 2025Q3: 80,706 shares 80,706 $3.72M 0.02% +9,639 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 8,097 shares; 2025Q1: 10,192 shares; 2025Q2: 19,137 shares; 2025Q3: 19,583 shares 19,583 $3.72M 0.02% +446 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: 37,072 shares; 2024Q4: 37,213 shares; 2025Q1: 37,879 shares; 2025Q2: 37,773 shares; 2025Q3: 39,035 shares 39,035 $3.72M 0.02% +1,262 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,791 shares; 2024Q4: 20,160 shares; 2025Q1: 13,850 shares; 2025Q2: 17,884 shares; 2025Q3: 18,090 shares 18,090 $3.71M 0.02% +206 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 14,577 shares; 2025Q1: 22,754 shares; 2025Q2: 24,608 shares; 2025Q3: 24,804 shares 24,804 $3.69M 0.02% +196 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: 15,575 shares; 2024Q4: 17,739 shares; 2025Q1: 17,250 shares; 2025Q2: 17,516 shares; 2025Q3: 18,973 shares 18,973 $3.54M 0.02% +1,457 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,935 shares; 2024Q4: 21,385 shares; 2025Q1: 21,684 shares; 2025Q2: 20,768 shares; 2025Q3: 24,157 shares 24,157 $3.52M 0.02% +3,389 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: 48,388 shares; 2024Q4: 48,493 shares; 2025Q1: 49,196 shares; 2025Q2: 48,797 shares; 2025Q3: 50,418 shares 50,418 $3.52M 0.02% +1,621 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: 94,325 shares; 2024Q4: 71,364 shares; 2025Q1: 62,735 shares; 2025Q2: 52,017 shares; 2025Q3: 46,504 shares 46,504 $3.51M 0.02% -5,513 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: 5,822 shares; 2024Q4: 5,814 shares; 2025Q1: 6,942 shares; 2025Q2: 7,083 shares; 2025Q3: 7,254 shares 7,254 $3.46M 0.02% +171 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: 10,925 shares; 2024Q4: 11,099 shares; 2025Q1: 10,028 shares; 2025Q2: 9,872 shares; 2025Q3: 9,678 shares 9,678 $3.4M 0.02% -194 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 40,185 shares; 2025Q1: 40,222 shares; 2025Q2: 40,222 shares; 2025Q3: 40,287 shares 40,287 $3.38M 0.02% +65 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: 80,395 shares; 2024Q4: 67,739 shares; 2025Q1: 56,261 shares; 2025Q2: 51,632 shares; 2025Q3: 54,564 shares 54,564 $3.34M 0.02% +2,932 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: 19,648 shares; 2024Q4: 19,193 shares; 2025Q1: 18,519 shares; 2025Q2: 16,887 shares; 2025Q3: 16,239 shares 16,239 $3.33M 0.02% -648 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: 46,448 shares; 2024Q4: 45,667 shares; 2025Q1: 50,052 shares; 2025Q2: 44,289 shares; 2025Q3: 65,577 shares 65,577 $3.31M 0.02% +21,288 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: 20,980 shares; 2024Q4: 21,210 shares; 2025Q1: 21,033 shares; 2025Q2: 20,636 shares; 2025Q3: 20,801 shares 20,801 $3.31M 0.02% +165 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: 19,946 shares; 2024Q4: 19,849 shares; 2025Q1: 19,921 shares; 2025Q2: 19,926 shares; 2025Q3: 19,399 shares 19,399 $3.3M 0.02% -527 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 9,836 shares; 2025Q1: 9,662 shares; 2025Q2: 12,832 shares; 2025Q3: 12,971 shares 12,971 $3.29M 0.02% +139 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,733 shares; 2024Q4: 65,733 shares; 2025Q1: 65,327 shares; 2025Q2: 65,327 shares; 2025Q3: 72,263 shares 72,263 $3.23M 0.02% +6,936 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,370 shares; 2024Q4: 28,967 shares; 2025Q1: 29,116 shares; 2025Q2: 49,208 shares; 2025Q3: 51,001 shares 51,001 $3.2M 0.02% +1,793 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,591 shares; 2025Q1: 17,422 shares; 2025Q2: 23,720 shares; 2025Q3: 24,059 shares 24,059 $3.19M 0.02% +339 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,468 shares; 2024Q4: 232,893 shares; 2025Q1: 67,846 shares; 2025Q2: 33,851 shares; 2025Q3: 24,088 shares 24,088 $3.18M 0.02% -9,763 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,541 shares; 2025Q1: 10,328 shares; 2025Q2: 12,173 shares; 2025Q3: 11,327 shares 11,327 $3.18M 0.02% -846 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: 37,420 shares; 2024Q4: 37,100 shares; 2025Q1: 36,604 shares; 2025Q2: 34,970 shares; 2025Q3: 34,598 shares 34,598 $3.16M 0.02% -372 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: 3,972 shares; 2024Q4: 3,464 shares; 2025Q1: 3,603 shares; 2025Q2: 6,054 shares; 2025Q3: 21,268 shares 21,268 $3.16M 0.02% +15,214 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: 26,176 shares; 2024Q4: 24,210 shares; 2025Q1: 22,575 shares; 2025Q2: 12,340 shares; 2025Q3: 13,311 shares 13,311 $3.14M 0.02% +971 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,014 shares; 2025Q1: 9,910 shares; 2025Q2: 13,008 shares; 2025Q3: 13,094 shares 13,094 $3.12M 0.02% +86 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 14,767 shares; 2025Q1: 14,485 shares; 2025Q2: 18,661 shares; 2025Q3: 17,724 shares 17,724 $3.1M 0.02% -937 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,344 shares; 2025Q3: 69,082 shares 69,082 $3.09M 0.02% +1,738 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: 61,954 shares; 2024Q4: 55,589 shares; 2025Q1: 61,704 shares; 2025Q2: 64,657 shares; 2025Q3: 61,142 shares 61,142 $3.08M 0.02% -3,515 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,102 shares; 2024Q4: 10,731 shares; 2025Q1: 10,616 shares; 2025Q2: 10,642 shares; 2025Q3: 10,690 shares 10,690 $3.06M 0.02% +48 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 13,046 shares; 2025Q1: 12,976 shares; 2025Q2: 12,776 shares; 2025Q3: 13,245 shares 13,245 $3.04M 0.02% +469 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,267 shares; 2024Q4: 44,267 shares; 2025Q1: 44,267 shares; 2025Q2: 44,267 shares; 2025Q3: 44,267 shares 44,267 $3.03M 0.02% 0 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: 7,315 shares; 2024Q4: 14,597 shares; 2025Q1: 15,496 shares; 2025Q2: 15,539 shares; 2025Q3: 14,753 shares 14,753 $3M 0.02% -786 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: not reported; 2024Q4: not reported; 2025Q1: 39,698 shares; 2025Q2: 42,757 shares; 2025Q3: 44,871 shares 44,871 $3M 0.02% +2,114 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,289 shares; 2024Q4: 31,283 shares; 2025Q1: 31,085 shares; 2025Q2: 30,185 shares; 2025Q3: 28,130 shares 28,130 $3M 0.02% -2,055 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,027 shares; 2024Q4: 22,275 shares; 2025Q1: 20,870 shares; 2025Q2: 21,195 shares; 2025Q3: 20,709 shares 20,709 $2.96M 0.02% -486 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 16,692 shares; 2025Q1: 18,231 shares; 2025Q2: 37,633 shares; 2025Q3: 38,416 shares 38,416 $2.96M 0.02% +783 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: 50,581 shares; 2024Q4: 48,894 shares; 2025Q1: 46,453 shares; 2025Q2: 42,772 shares; 2025Q3: 46,193 shares 46,193 $2.93M 0.02% +3,421 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,589 shares; 2024Q4: 79,976 shares; 2025Q1: 107,875 shares; 2025Q2: 116,622 shares; 2025Q3: 108,637 shares 108,637 $2.91M 0.02% -7,985 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: 102,654 shares; 2024Q4: 79,799 shares; 2025Q1: 90,299 shares; 2025Q2: 96,539 shares; 2025Q3: 91,581 shares 91,581 $2.86M 0.02% -4,958 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 16,017 shares; 2025Q1: 14,441 shares; 2025Q2: 12,713 shares; 2025Q3: 10,697 shares 10,697 $2.86M 0.02% -2,016 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,075 shares; 2024Q4: 24,225 shares; 2025Q1: 23,319 shares; 2025Q2: 23,160 shares; 2025Q3: 21,891 shares 21,891 $2.85M 0.02% -1,269 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: 24,498 shares; 2024Q4: 23,399 shares; 2025Q1: 20,596 shares; 2025Q2: 22,435 shares; 2025Q3: 22,138 shares 22,138 $2.84M 0.02% -297 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,292 shares; 2024Q4: 18,194 shares; 2025Q1: 20,773 shares; 2025Q2: 21,025 shares; 2025Q3: 20,918 shares 20,918 $2.83M 0.02% -107 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,030 shares; 2024Q4: 46,221 shares; 2025Q1: 46,021 shares; 2025Q2: 49,916 shares; 2025Q3: 49,544 shares 49,544 $2.82M 0.02% -372 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 8,421 shares; 2025Q1: 10,969 shares; 2025Q2: 10,946 shares; 2025Q3: 10,594 shares 10,594 $2.78M 0.02% -352 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,026 shares; 2025Q3: 26,070 shares 26,070 $2.78M 0.02% +1,044 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,325 shares; 2024Q4: 21,626 shares; 2025Q1: 21,611 shares; 2025Q2: 21,593 shares; 2025Q3: 21,593 shares 21,593 $2.74M 0.02% 0 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: 7,050 shares; 2024Q4: 6,704 shares; 2025Q1: 10,082 shares; 2025Q2: 13,125 shares; 2025Q3: 12,880 shares 12,880 $2.74M 0.02% -245 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,640 shares; 2024Q4: 23,115 shares; 2025Q1: 24,119 shares; 2025Q2: 46,689 shares; 2025Q3: 47,545 shares 47,545 $2.71M 0.02% +856 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,311 shares; 2024Q4: 27,864 shares; 2025Q1: 28,456 shares; 2025Q2: 29,035 shares; 2025Q3: 29,066 shares 29,066 $2.71M 0.02% +31 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 334 shares; 2025Q1: 353 shares; 2025Q2: 388 shares; 2025Q3: 1,158 shares 1,158 $2.71M 0.02% +770 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: 11,874 shares; 2024Q4: 11,627 shares; 2025Q1: 11,367 shares; 2025Q2: 10,845 shares; 2025Q3: 11,144 shares 11,144 $2.67M 0.02% +299 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 15,475 shares; 2025Q2: 20,526 shares; 2025Q3: 18,750 shares 18,750 $2.67M 0.02% -1,776 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 13,360 shares; 2025Q1: 13,233 shares; 2025Q2: 13,219 shares; 2025Q3: 12,717 shares 12,717 $2.66M 0.02% -502 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: 4,382 shares; 2024Q4: 4,946 shares; 2025Q1: 5,500 shares; 2025Q2: 5,403 shares; 2025Q3: 5,799 shares 5,799 $2.65M 0.02% +396 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 716 shares; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 3,791 shares 3,791 $2.65M 0.02% +2,939 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,533 shares; 2024Q4: 25,541 shares; 2025Q1: 25,477 shares; 2025Q2: 35,283 shares; 2025Q3: 35,580 shares 35,580 $2.65M 0.02% +297 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,277 shares; 2024Q4: 74,180 shares; 2025Q1: 93,933 shares; 2025Q2: 106,305 shares; 2025Q3: 108,723 shares 108,723 $2.64M 0.02% +2,418 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 14,754 shares; 2025Q1: 14,897 shares; 2025Q2: 21,360 shares; 2025Q3: 21,694 shares 21,694 $2.62M 0.02% +334 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,307 shares; 2024Q4: 27,591 shares; 2025Q1: 27,248 shares; 2025Q2: 34,509 shares; 2025Q3: 34,511 shares 34,511 $2.61M 0.02% +2 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: 16,863 shares; 2024Q4: 15,555 shares; 2025Q1: 15,016 shares; 2025Q2: 14,496 shares; 2025Q3: 13,563 shares 13,563 $2.61M 0.02% -933 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: 29,920 shares; 2024Q4: 27,915 shares; 2025Q1: 25,234 shares; 2025Q2: 26,283 shares; 2025Q3: 23,364 shares 23,364 $2.6M 0.02% -2,919 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: 40,644 shares; 2024Q4: 35,467 shares; 2025Q1: 26,905 shares; 2025Q2: 30,218 shares; 2025Q3: 29,228 shares 29,228 $2.59M 0.02% -990 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,737 shares; 2025Q1: 6,598 shares; 2025Q2: 6,491 shares; 2025Q3: 6,337 shares 6,337 $2.56M 0.02% -154 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: 43,300 shares; 2024Q4: 41,389 shares; 2025Q1: 37,928 shares; 2025Q2: 37,668 shares; 2025Q3: 28,532 shares 28,532 $2.56M 0.02% -9,136 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: 13,951 shares; 2024Q4: 13,035 shares; 2025Q1: 14,915 shares; 2025Q2: 25,494 shares; 2025Q3: 26,063 shares 26,063 $2.49M 0.02% +569 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: 69,355 shares; 2024Q4: 84,195 shares; 2025Q1: 76,793 shares; 2025Q2: 61,546 shares; 2025Q3: 29,303 shares 29,303 $2.47M 0.02% -32,243 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,362 shares; 2024Q4: 31,981 shares; 2025Q1: 32,922 shares; 2025Q2: 32,922 shares; 2025Q3: 30,672 shares 30,672 $2.47M 0.02% -2,250 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: not reported; 2025Q1: 19,908 shares; 2025Q2: 20,144 shares; 2025Q3: 18,405 shares 18,405 $2.46M 0.02% -1,739 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,036 shares; 2024Q4: 40,603 shares; 2025Q1: 16,550 shares; 2025Q2: 10,874 shares; 2025Q3: 7,033 shares 7,033 $2.46M 0.02% -3,841 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: 4,692 shares; 2024Q4: 4,892 shares; 2025Q1: 5,959 shares; 2025Q2: 6,611 shares; 2025Q3: 8,309 shares 8,309 $2.44M 0.02% +1,698 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,557 shares; 2025Q1: 2,539 shares; 2025Q2: 5,902 shares; 2025Q3: 9,484 shares 9,484 $2.43M 0.02% +3,582 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: 49,697 shares; 2024Q4: 50,164 shares; 2025Q1: 47,175 shares; 2025Q2: 48,160 shares; 2025Q3: 45,120 shares 45,120 $2.43M 0.02% -3,040 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,080 shares; 2024Q4: 77,641 shares; 2025Q1: 78,516 shares; 2025Q2: 104,212 shares; 2025Q3: 102,560 shares 102,560 $2.43M 0.02% -1,652 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: 77,797 shares; 2024Q4: 75,388 shares; 2025Q1: 66,514 shares; 2025Q2: 60,360 shares; 2025Q3: 49,766 shares 49,766 $2.41M 0.02% -10,594 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: 14,246 shares; 2024Q4: 14,332 shares; 2025Q1: 14,016 shares; 2025Q2: 13,667 shares; 2025Q3: 13,556 shares 13,556 $2.4M 0.02% -111 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: 15,902 shares; 2024Q4: 17,426 shares; 2025Q1: 18,656 shares; 2025Q2: 19,195 shares; 2025Q3: 32,527 shares 32,527 $2.39M 0.02% +13,332 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: 20,161 shares; 2024Q4: 18,540 shares; 2025Q1: 18,226 shares; 2025Q2: 19,441 shares; 2025Q3: 17,469 shares 17,469 $2.38M 0.02% -1,972 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,723 shares; 2024Q4: 36,034 shares; 2025Q1: 34,373 shares; 2025Q2: 31,751 shares; 2025Q3: 30,400 shares 30,400 $2.36M 0.02% -1,351 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: 54,410 shares; 2024Q4: 51,280 shares; 2025Q1: 36,772 shares; 2025Q2: 32,717 shares; 2025Q3: 27,687 shares 27,687 $2.34M 0.02% -5,030 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: 25,851 shares; 2024Q4: 28,164 shares; 2025Q1: 28,423 shares; 2025Q2: 29,155 shares; 2025Q3: 28,537 shares 28,537 $2.28M 0.01% -618 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,306 shares; 2025Q1: 4,276 shares; 2025Q2: 4,340 shares; 2025Q3: 4,310 shares 4,310 $2.25M 0.01% -30 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: 860 shares; 2024Q4: 515 shares; 2025Q1: 520 shares; 2025Q2: 521 shares; 2025Q3: 521 shares 521 $2.24M 0.01% 0 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: 20,845 shares; 2024Q4: 20,954 shares; 2025Q1: 18,010 shares; 2025Q2: 19,913 shares; 2025Q3: 20,590 shares 20,590 $2.21M 0.01% +677 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: 1,712 shares; 2024Q4: 1,871 shares; 2025Q1: 1,797 shares; 2025Q2: 1,764 shares; 2025Q3: 2,021 shares 2,021 $2.18M 0.01% +257 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: 5,908 shares; 2024Q4: 6,013 shares; 2025Q1: 5,507 shares; 2025Q2: 5,233 shares; 2025Q3: 16,813 shares 16,813 $2.16M 0.01% +11,580 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,971 shares; 2024Q4: 69,380 shares; 2025Q1: 69,380 shares; 2025Q2: 68,678 shares; 2025Q3: 68,678 shares 68,678 $2.16M 0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,012 shares; 2024Q4: 43,198 shares; 2025Q1: 49,019 shares; 2025Q2: 68,543 shares; 2025Q3: 68,689 shares 68,689 $2.1M 0.01% +146 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: 3,197 shares; 2024Q4: 3,247 shares; 2025Q1: 3,395 shares; 2025Q2: 3,473 shares; 2025Q3: 3,329 shares 3,329 $2.1M 0.01% -144 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: 35,231 shares; 2024Q4: 35,680 shares; 2025Q1: 30,671 shares; 2025Q2: 27,857 shares; 2025Q3: 26,390 shares 26,390 $2.07M 0.01% -1,467 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,536 shares; 2024Q4: 29,274 shares; 2025Q1: 28,619 shares; 2025Q2: 28,865 shares; 2025Q3: 28,835 shares 28,835 $2.05M 0.01% -30 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: 12,481 shares; 2024Q4: 11,292 shares; 2025Q1: 10,850 shares; 2025Q2: 10,660 shares; 2025Q3: 9,430 shares 9,430 $2.03M 0.01% -1,230 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: 18,285 shares; 2024Q4: 18,605 shares; 2025Q1: 17,477 shares; 2025Q2: 16,888 shares; 2025Q3: 19,616 shares 19,616 $1.99M 0.01% +2,728 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: 39,904 shares; 2024Q4: 24,029 shares; 2025Q1: 23,957 shares; 2025Q2: 22,411 shares; 2025Q3: 21,682 shares 21,682 $1.98M 0.01% -729 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,279 shares; 2025Q1: 2,128 shares; 2025Q2: 2,229 shares; 2025Q3: 2,144 shares 2,144 $1.97M 0.01% -85 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,555 shares; 2024Q4: 57,302 shares; 2025Q1: 55,825 shares; 2025Q2: 55,596 shares; 2025Q3: 46,565 shares 46,565 $1.97M 0.01% -9,031 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: 11,035 shares; 2024Q4: 9,138 shares; 2025Q1: 7,658 shares; 2025Q2: 7,750 shares; 2025Q3: 7,179 shares 7,179 $1.97M 0.01% -571 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 26,424 shares; 2025Q1: 36,717 shares; 2025Q2: 37,393 shares; 2025Q3: 39,232 shares 39,232 $1.94M 0.01% +1,839 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares 1,077 $1.93M 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 14,039 shares; 2025Q1: 13,887 shares; 2025Q2: 13,600 shares; 2025Q3: 13,489 shares 13,489 $1.92M 0.01% -111 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 76,440 shares; 2025Q1: 76,442 shares; 2025Q2: 81,124 shares; 2025Q3: 82,191 shares 82,191 $1.91M 0.01% +1,067 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,565 shares; 2025Q2: 58,636 shares; 2025Q3: 64,481 shares 64,481 $1.9M 0.01% +5,845 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: 373,735 shares; 2024Q4: 352,510 shares; 2025Q1: 35,432 shares; 2025Q2: 25,835 shares; 2025Q3: 25,400 shares 25,400 $1.89M 0.01% -435 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: 38,726 shares; 2024Q4: 37,436 shares; 2025Q1: 38,067 shares; 2025Q2: 31,988 shares; 2025Q3: 30,924 shares 30,924 $1.89M 0.01% -1,064 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: 10,580 shares; 2024Q4: 10,064 shares; 2025Q1: 10,025 shares; 2025Q2: 9,659 shares; 2025Q3: 9,236 shares 9,236 $1.86M 0.01% -423 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 6,252 shares; 2025Q1: 6,207 shares; 2025Q2: 7,011 shares; 2025Q3: 5,952 shares 5,952 $1.85M 0.01% -1,059 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,457 shares; 2024Q4: 72,496 shares; 2025Q1: 75,039 shares; 2025Q2: 74,452 shares; 2025Q3: 71,865 shares 71,865 $1.84M 0.01% -2,587 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,040 shares 10,040 $1.83M 0.01% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,866 shares; 2024Q4: 57,249 shares; 2025Q1: 64,812 shares; 2025Q2: 65,125 shares; 2025Q3: 64,059 shares 64,059 $1.81M 0.01% -1,066 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares 18,000 $1.79M 0.01% 0 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: 25,167 shares; 2024Q4: 25,044 shares; 2025Q1: 24,752 shares; 2025Q2: 21,881 shares; 2025Q3: 14,893 shares 14,893 $1.78M 0.01% -6,988 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: 2,547 shares; 2024Q4: 2,505 shares; 2025Q1: 2,359 shares; 2025Q2: 2,131 shares; 2025Q3: 2,379 shares 2,379 $1.78M 0.01% +248 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: 22,850 shares; 2024Q4: 22,439 shares; 2025Q1: 22,240 shares; 2025Q2: 28,118 shares; 2025Q3: 28,106 shares 28,106 $1.77M 0.01% -12 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,551 shares; 2024Q4: 57,527 shares; 2025Q1: 53,563 shares; 2025Q2: 62,318 shares; 2025Q3: 62,020 shares 62,020 $1.76M 0.01% -298 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: 2,911 shares; 2024Q4: 2,837 shares; 2025Q1: 2,753 shares; 2025Q2: 2,668 shares; 2025Q3: 2,266 shares 2,266 $1.75M 0.01% -402 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 31,200 shares; 2025Q1: 31,129 shares; 2025Q2: 30,784 shares; 2025Q3: 30,515 shares 30,515 $1.74M 0.01% -269 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: 8,913 shares; 2024Q4: 9,006 shares; 2025Q1: 8,496 shares; 2025Q2: 7,973 shares; 2025Q3: 7,607 shares 7,607 $1.73M 0.01% -366 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: 3,204 shares; 2024Q4: 3,054 shares; 2025Q1: 2,958 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares 2,900 $1.73M 0.01% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 11,995 shares; 2025Q1: 30,722 shares; 2025Q2: 59,685 shares; 2025Q3: 73,173 shares 73,173 $1.72M 0.01% +13,488 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: 6,106 shares; 2024Q4: 6,099 shares; 2025Q1: 5,487 shares; 2025Q2: 5,218 shares; 2025Q3: 5,604 shares 5,604 $1.71M 0.01% +386 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: 4,731 shares; 2024Q4: 4,719 shares; 2025Q1: 4,717 shares; 2025Q2: 4,811 shares; 2025Q3: 4,852 shares 4,852 $1.7M 0.01% +41 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,225 shares; 2024Q4: 34,385 shares; 2025Q1: 35,134 shares; 2025Q2: 47,713 shares; 2025Q3: 47,957 shares 47,957 $1.7M 0.01% +244 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: 12,250 shares; 2024Q4: 12,083 shares; 2025Q1: 10,770 shares; 2025Q2: 10,752 shares; 2025Q3: 10,944 shares 10,944 $1.69M 0.01% +192 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,336 shares 9,336 $1.67M 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 12,830 shares; 2025Q1: 30,047 shares; 2025Q2: 32,167 shares; 2025Q3: 33,968 shares 33,968 $1.66M 0.01% +1,801 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,173 shares; 2024Q4: 16,683 shares; 2025Q1: 17,238 shares; 2025Q2: 20,017 shares; 2025Q3: 20,399 shares 20,399 $1.65M 0.01% +382 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,139 shares; 2024Q4: 46,139 shares; 2025Q1: 46,139 shares; 2025Q2: 46,314 shares; 2025Q3: 46,139 shares 46,139 $1.65M 0.01% -175 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: 87,069 shares; 2024Q4: 85,523 shares; 2025Q1: 84,463 shares; 2025Q2: 50,806 shares; 2025Q3: 27,787 shares 27,787 $1.65M 0.01% -23,019 AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 14,440 shares; 2025Q1: 16,488 shares; 2025Q2: 16,488 shares; 2025Q3: 17,515 shares 17,515 $1.64M 0.01% +1,027 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,162 shares; 2024Q4: 23,111 shares; 2025Q1: 22,040 shares; 2025Q2: 27,120 shares; 2025Q3: 24,540 shares 24,540 $1.62M 0.01% -2,580 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 843 shares; 2025Q1: 2,219 shares; 2025Q2: 2,878 shares; 2025Q3: 2,853 shares 2,853 $1.6M 0.01% -25 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 30,071 shares; 2025Q1: 31,705 shares; 2025Q2: 43,810 shares; 2025Q3: 44,928 shares 44,928 $1.6M 0.01% +1,118 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: 24,246 shares; 2024Q4: 23,045 shares; 2025Q1: 22,314 shares; 2025Q2: 21,758 shares; 2025Q3: 20,509 shares 20,509 $1.6M 0.01% -1,249 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,971 shares; 2024Q4: 110,273 shares; 2025Q1: 91,087 shares; 2025Q2: 63,277 shares; 2025Q3: 33,395 shares 33,395 $1.59M 0.01% -29,882 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: 16,840 shares; 2024Q4: 15,793 shares; 2025Q1: 15,864 shares; 2025Q2: 14,769 shares; 2025Q3: 14,479 shares 14,479 $1.58M 0.01% -290 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,954 shares; 2024Q4: 91,867 shares; 2025Q1: 91,868 shares; 2025Q2: 61,655 shares; 2025Q3: 60,283 shares 60,283 $1.57M 0.01% -1,372 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 7,100 shares; 2025Q1: 6,004 shares; 2025Q2: 5,389 shares; 2025Q3: 5,235 shares 5,235 $1.56M 0.01% -154 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: 13,342 shares; 2024Q4: 12,801 shares; 2025Q1: 12,060 shares; 2025Q2: 11,754 shares; 2025Q3: 11,162 shares 11,162 $1.55M 0.01% -592 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 858 shares; 2025Q1: 782 shares; 2025Q2: 798 shares; 2025Q3: 3,197 shares 3,197 $1.55M 0.01% +2,399 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,319 shares; 2024Q4: 44,875 shares; 2025Q1: 35,736 shares; 2025Q2: 19,751 shares; 2025Q3: 14,915 shares 14,915 $1.55M 0.01% -4,836 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 9,345 shares; 2025Q1: 8,845 shares; 2025Q2: 8,024 shares; 2025Q3: 9,213 shares 9,213 $1.54M 0.01% +1,189 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,681 shares; 2025Q3: 4,878 shares 4,878 $1.54M 0.01% +197 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: 6,876 shares; 2024Q4: 7,625 shares; 2025Q1: 7,504 shares; 2025Q2: 8,146 shares; 2025Q3: 8,070 shares 8,070 $1.53M 0.01% -76 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,941 shares; 2024Q4: 18,098 shares; 2025Q1: 18,352 shares; 2025Q2: 18,444 shares; 2025Q3: 16,953 shares 16,953 $1.53M 0.01% -1,491 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: 18,324 shares; 2024Q4: 17,622 shares; 2025Q1: 15,942 shares; 2025Q2: 22,135 shares; 2025Q3: 21,340 shares 21,340 $1.52M 0.01% -795 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,229 shares; 2024Q4: 7,820 shares; 2025Q1: 6,784 shares; 2025Q2: 7,727 shares; 2025Q3: 28,147 shares 28,147 $1.49M 0.01% +20,420 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: 5,944 shares; 2024Q4: 5,769 shares; 2025Q1: 5,334 shares; 2025Q2: 5,337 shares; 2025Q3: 5,091 shares 5,091 $1.47M 0.01% -246 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 24,235 shares; 2025Q1: 24,235 shares; 2025Q2: 24,235 shares; 2025Q3: 24,200 shares 24,200 $1.45M 0.01% -35 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,393 shares; 2025Q2: 12,271 shares; 2025Q3: 14,292 shares 14,292 $1.44M 0.01% +2,021 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: 35,867 shares; 2024Q4: 33,285 shares; 2025Q1: 31,521 shares; 2025Q2: 29,350 shares; 2025Q3: 18,689 shares 18,689 $1.43M 0.01% -10,661 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: 7,303 shares; 2024Q4: 7,914 shares; 2025Q1: 7,428 shares; 2025Q2: 8,024 shares; 2025Q3: 8,191 shares 8,191 $1.43M 0.01% +167 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: 23,136 shares; 2024Q4: 20,543 shares; 2025Q1: 20,272 shares; 2025Q2: 21,177 shares; 2025Q3: 21,284 shares 21,284 $1.43M 0.01% +107 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: 10,585 shares; 2024Q4: 11,863 shares; 2025Q1: 11,625 shares; 2025Q2: 8,509 shares; 2025Q3: 7,577 shares 7,577 $1.42M 0.01% -932 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,616 shares; 2025Q3: 19,282 shares 19,282 $1.4M 0.01% +13,666 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,697 shares; 2024Q4: 36,034 shares; 2025Q1: 42,851 shares; 2025Q2: 40,537 shares; 2025Q3: 43,592 shares 43,592 $1.4M 0.01% +3,055 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. 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: 23,046 shares 23,046 $1.39M 0.01% new 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: not reported; 2024Q4: 4,211 shares; 2025Q1: 7,757 shares; 2025Q2: 8,199 shares; 2025Q3: 10,023 shares 10,023 $1.38M 0.01% +1,824 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,303 shares; 2024Q4: 103,061 shares; 2025Q1: 106,706 shares; 2025Q2: 95,179 shares; 2025Q3: 54,734 shares 54,734 $1.38M 0.01% -40,445 DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,629 shares 42,629 $1.38M 0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 13,568 shares; 2025Q1: 13,568 shares; 2025Q2: 26,232 shares; 2025Q3: 25,579 shares 25,579 $1.37M 0.01% -653 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,918 shares; 2025Q1: 9,398 shares; 2025Q2: 9,398 shares; 2025Q3: 9,523 shares 9,523 $1.36M 0.01% +125 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,933 shares; 2024Q4: 34,750 shares; 2025Q1: 32,830 shares; 2025Q2: 33,699 shares; 2025Q3: 30,153 shares 30,153 $1.35M 0.01% -3,546 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 55,898 shares; 2025Q1: 54,537 shares; 2025Q2: 51,534 shares; 2025Q3: 46,990 shares 46,990 $1.35M 0.01% -4,544 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,935 shares; 2024Q4: 53,272 shares; 2025Q1: 80,189 shares; 2025Q2: 108,557 shares; 2025Q3: 109,372 shares 109,372 $1.34M 0.01% +815 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,822 shares; 2025Q1: 1,583 shares; 2025Q2: 1,508 shares; 2025Q3: 2,763 shares 2,763 $1.33M 0.01% +1,255 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: 41,655 shares; 2024Q4: 18,063 shares; 2025Q1: 15,905 shares; 2025Q2: 14,295 shares; 2025Q3: 12,672 shares 12,672 $1.33M 0.01% -1,623 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,694 shares; 2024Q4: 102,073 shares; 2025Q1: 79,051 shares; 2025Q2: 68,435 shares; 2025Q3: 68,854 shares 68,854 $1.33M 0.01% +419 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 658 shares; 2025Q3: 792 shares 792 $1.32M 0.01% +134 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: 6,695 shares; 2024Q4: 6,732 shares; 2025Q1: 5,262 shares; 2025Q2: 5,041 shares; 2025Q3: 5,046 shares 5,046 $1.31M 0.01% +5 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: 15,012 shares; 2024Q4: 15,012 shares; 2025Q1: 14,832 shares; 2025Q2: 14,832 shares; 2025Q3: 14,682 shares 14,682 $1.31M 0.01% -150 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,878 shares 34,878 $1.3M 0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 145,000 shares; 2025Q1: 130,000 shares; 2025Q2: 120,000 shares; 2025Q3: 110,322 shares 110,322 $1.3M 0.01% -9,678 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 14,417 shares; 2025Q1: 14,417 shares; 2025Q2: 14,417 shares; 2025Q3: 14,417 shares 14,417 $1.29M 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 8,372 shares; 2025Q1: 8,228 shares; 2025Q2: 9,261 shares; 2025Q3: 8,075 shares 8,075 $1.29M 0.01% -1,186 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: 18,492 shares; 2024Q4: 18,384 shares; 2025Q1: 18,593 shares; 2025Q2: 17,834 shares; 2025Q3: 17,657 shares 17,657 $1.29M 0.01% -177 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 860 shares 860 $1.29M 0.01% +106 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,745 shares; 2024Q4: 166,879 shares; 2025Q1: 166,250 shares; 2025Q2: 159,784 shares; 2025Q3: 143,259 shares 143,259 $1.29M 0.01% -16,525 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,033 shares; 2024Q4: 47,756 shares; 2025Q1: 47,156 shares; 2025Q2: 46,733 shares; 2025Q3: 47,130 shares 47,130 $1.28M 0.01% +397 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 30,615 shares; 2025Q1: 29,827 shares; 2025Q2: 31,224 shares; 2025Q3: 29,623 shares 29,623 $1.28M 0.01% -1,601 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,396 shares; 2024Q4: 46,668 shares; 2025Q1: 49,669 shares; 2025Q2: 51,223 shares; 2025Q3: 49,985 shares 49,985 $1.27M 0.01% -1,238 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,765 shares; 2024Q4: 54,311 shares; 2025Q1: 52,918 shares; 2025Q2: 66,021 shares; 2025Q3: 75,273 shares 75,273 $1.27M 0.01% +9,252 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: 8,702 shares; 2024Q4: 8,306 shares; 2025Q1: 8,282 shares; 2025Q2: 8,289 shares; 2025Q3: 8,333 shares 8,333 $1.27M 0.01% +44 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: 14,552 shares; 2024Q4: 38,002 shares; 2025Q1: 15,979 shares; 2025Q2: 16,522 shares; 2025Q3: 16,204 shares 16,204 $1.27M 0.01% -318 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,805 shares; 2025Q1: 54,755 shares; 2025Q2: 56,664 shares; 2025Q3: 54,755 shares 54,755 $1.26M 0.01% -1,909 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: 105,104 shares; 2024Q4: 44,131 shares; 2025Q1: 41,138 shares; 2025Q2: 38,774 shares; 2025Q3: 36,384 shares 36,384 $1.25M 0.01% -2,390 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,510 shares; 2024Q4: 34,423 shares; 2025Q1: 10,977 shares; 2025Q2: 11,296 shares; 2025Q3: 10,156 shares 10,156 $1.23M 0.01% -1,140 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,377 shares; 2024Q4: 29,273 shares; 2025Q1: 29,844 shares; 2025Q2: 37,458 shares; 2025Q3: 35,797 shares 35,797 $1.22M 0.01% -1,661 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: 7,354 shares; 2024Q4: 17,077 shares; 2025Q1: 16,924 shares; 2025Q2: 14,874 shares; 2025Q3: 14,557 shares 14,557 $1.21M 0.01% -317 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,721 shares; 2024Q4: 31,839 shares; 2025Q1: 27,458 shares; 2025Q2: 20,432 shares; 2025Q3: 17,878 shares 17,878 $1.2M 0.01% -2,554 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,633 shares; 2024Q4: 64,634 shares; 2025Q1: 64,634 shares; 2025Q2: 46,718 shares; 2025Q3: 68,349 shares 68,349 $1.2M 0.01% +21,631 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,764 shares; 2025Q1: 1,683 shares; 2025Q2: 1,597 shares; 2025Q3: 1,448 shares 1,448 $1.19M 0.01% -149 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,480 shares 44,480 $1.18M 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,275 shares; 2024Q4: 6,680 shares; 2025Q1: 5,097 shares; 2025Q2: 4,118 shares; 2025Q3: 12,935 shares 12,935 $1.17M 0.01% +8,817 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: 2,763 shares; 2024Q4: 2,741 shares; 2025Q1: 1,217 shares; 2025Q2: 1,214 shares; 2025Q3: 1,224 shares 1,224 $1.17M 0.01% +10 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,649 shares; 2024Q4: 127,722 shares; 2025Q1: 119,931 shares; 2025Q2: 90,279 shares; 2025Q3: 44,039 shares 44,039 $1.15M 0.01% -46,240 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,147 shares; 2025Q3: 973 shares 973 $1.15M 0.01% -174 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 20,811 shares; 2025Q1: 17,184 shares; 2025Q2: 17,942 shares; 2025Q3: 102,950 shares 102,950 $1.14M 0.01% +85,008 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,941 shares; 2024Q4: 101,736 shares; 2025Q1: 56,542 shares; 2025Q2: 40,415 shares; 2025Q3: 23,265 shares 23,265 $1.14M 0.01% -17,150 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,422 shares; 2024Q4: 44,257 shares; 2025Q1: 45,057 shares; 2025Q2: 36,442 shares; 2025Q3: 19,853 shares 19,853 $1.1M 0.01% -16,589 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 17,942 shares; 2025Q1: 19,345 shares; 2025Q2: 16,215 shares; 2025Q3: 32,119 shares 32,119 $1.1M 0.01% +15,904 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,993 shares; 2025Q1: 31,993 shares; 2025Q2: 31,993 shares; 2025Q3: 31,993 shares 31,993 $1.1M 0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,484 shares 1,484 $1.09M 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,013 shares 2,013 $1.09M 0.01% +11 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 6,916 shares; 2025Q1: 9,454 shares; 2025Q2: 18,325 shares; 2025Q3: 12,770 shares 12,770 $1.07M 0.01% -5,555 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,210 shares; 2024Q4: 6,014 shares; 2025Q1: 5,945 shares; 2025Q2: 6,164 shares; 2025Q3: 6,480 shares 6,480 $1.06M 0.01% +316 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: 2,685 shares; 2024Q4: 2,194 shares; 2025Q1: 2,060 shares; 2025Q2: 1,929 shares; 2025Q3: 2,112 shares 2,112 $1.05M 0.01% +183 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: 11,684 shares; 2024Q4: 11,927 shares; 2025Q1: 10,932 shares; 2025Q2: 9,270 shares; 2025Q3: 9,392 shares 9,392 $1.04M 0.01% +122 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: not reported; 2024Q4: not reported; 2025Q1: 7,413 shares; 2025Q2: 7,330 shares; 2025Q3: 7,476 shares 7,476 $1.03M 0.01% +146 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,118 shares; 2024Q4: 34,211 shares; 2025Q1: 34,575 shares; 2025Q2: 34,781 shares; 2025Q3: 34,219 shares 34,219 $1.03M 0.01% -562 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: 14,304 shares; 2024Q4: 13,492 shares; 2025Q1: 13,812 shares; 2025Q2: 13,561 shares; 2025Q3: 11,755 shares 11,755 $1.03M 0.01% -1,806 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP 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: 22,492 shares 22,492 $1.02M 0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,575 shares; 2024Q4: 23,869 shares; 2025Q1: 22,289 shares; 2025Q2: 22,644 shares; 2025Q3: 20,904 shares 20,904 $1.01M 0.01% -1,740 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,128 shares; 2024Q4: 18,118 shares; 2025Q1: 18,269 shares; 2025Q2: 19,614 shares; 2025Q3: 18,118 shares 18,118 $1M 0.01% -1,496 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,630 shares 13,630 $997K 0.01% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 27,306 shares 27,306 $995K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,738 shares; 2025Q3: 26,513 shares 26,513 $992K 0.01% +3,775 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,650 shares; 2024Q4: 40,902 shares; 2025Q1: 49,309 shares; 2025Q2: 38,254 shares; 2025Q3: 40,666 shares 40,666 $990K 0.01% +2,412 Timeline