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: 2,957,600 shares; 2024Q4: 2,811,440 shares; 2025Q1: 2,663,863 shares; 2025Q2: 2,817,019 shares; 2025Q3: 2,787,598 shares 2,787,598 $520M 2.98% -29,421 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: 1,001,133 shares; 2024Q4: 982,867 shares; 2025Q1: 917,761 shares; 2025Q2: 953,675 shares; 2025Q3: 968,471 shares 968,471 $502M 2.88% +14,796 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: 743,348 shares; 2024Q4: 756,371 shares; 2025Q1: 738,972 shares; 2025Q2: 718,677 shares; 2025Q3: 665,304 shares 665,304 $319M 1.83% -53,373 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: 838,926 shares; 2024Q4: 813,658 shares; 2025Q1: 741,796 shares; 2025Q2: 763,356 shares; 2025Q3: 739,767 shares 739,767 $244M 1.4% -23,589 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: 353,784 shares; 2024Q4: 343,257 shares; 2025Q1: 318,213 shares; 2025Q2: 326,985 shares; 2025Q3: 360,008 shares 360,008 $240M 1.37% +33,023 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: 365,409 shares; 2024Q4: 352,242 shares; 2025Q1: 405,238 shares; 2025Q2: 407,151 shares; 2025Q3: 391,464 shares 391,464 $240M 1.37% -15,687 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168,757 shares; 2024Q4: 1,156,770 shares; 2025Q1: 1,200,532 shares; 2025Q2: 1,183,958 shares; 2025Q3: 1,198,582 shares 1,198,582 $224M 1.28% +14,624 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: 716,329 shares; 2024Q4: 701,283 shares; 2025Q1: 660,662 shares; 2025Q2: 701,682 shares; 2025Q3: 692,289 shares 692,289 $218M 1.25% -9,393 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,388 shares; 2024Q4: 539,016 shares; 2025Q1: 501,116 shares; 2025Q2: 390,589 shares; 2025Q3: 323,125 shares 323,125 $216M 1.24% -67,464 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: 923,329 shares; 2024Q4: 892,064 shares; 2025Q1: 814,444 shares; 2025Q2: 862,467 shares; 2025Q3: 846,509 shares 846,509 $206M 1.18% -15,958 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: 251,187 shares; 2024Q4: 251,847 shares; 2025Q1: 238,046 shares; 2025Q2: 252,188 shares; 2025Q3: 266,480 shares 266,480 $196M 1.12% +14,292 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: 247,025 shares; 2024Q4: 235,597 shares; 2025Q1: 232,969 shares; 2025Q2: 234,600 shares; 2025Q3: 236,785 shares 236,785 $181M 1.04% +2,185 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: 1,879,000 shares; 2024Q4: 1,899,728 shares; 2025Q1: 2,076,927 shares; 2025Q2: 2,104,725 shares; 2025Q3: 2,010,471 shares 2,010,471 $176M 1.01% -94,254 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042,472 shares; 2024Q4: 2,072,947 shares; 2025Q1: 2,140,207 shares; 2025Q2: 2,339,847 shares; 2025Q3: 2,877,953 shares 2,877,953 $170M 0.98% +538,106 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,459 shares; 2024Q4: 783,589 shares; 2025Q1: 897,346 shares; 2025Q2: 949,298 shares; 2025Q3: 862,480 shares 862,480 $168M 0.96% -86,818 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: 1,412,222 shares; 2024Q4: 1,420,998 shares; 2025Q1: 1,468,024 shares; 2025Q2: 1,356,044 shares; 2025Q3: 1,306,322 shares 1,306,322 $158M 0.9% -49,722 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: 474,474 shares; 2024Q4: 487,271 shares; 2025Q1: 625,992 shares; 2025Q2: 735,201 shares; 2025Q3: 763,243 shares 763,243 $158M 0.9% +28,042 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: 283,128 shares; 2024Q4: 295,361 shares; 2025Q1: 301,194 shares; 2025Q2: 294,987 shares; 2025Q3: 317,234 shares 317,234 $141M 0.81% +22,247 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089,524 shares; 2024Q4: 2,136,435 shares; 2025Q1: 1,603,700 shares; 2025Q2: 2,313,181 shares; 2025Q3: 1,959,758 shares 1,959,758 $133M 0.76% -353,423 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: 1,176,980 shares; 2024Q4: 1,167,552 shares; 2025Q1: 1,110,727 shares; 2025Q2: 1,129,597 shares; 2025Q3: 1,171,617 shares 1,171,617 $121M 0.69% +42,020 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: 3,049,895 shares; 2024Q4: 3,010,092 shares; 2025Q1: 2,956,054 shares; 2025Q2: 2,882,865 shares; 2025Q3: 2,551,705 shares 2,551,705 $119M 0.68% -331,160 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: 323,990 shares; 2024Q4: 321,447 shares; 2025Q1: 318,414 shares; 2025Q2: 329,386 shares; 2025Q3: 342,037 shares 342,037 $117M 0.67% +12,651 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: 1,181,745 shares; 2024Q4: 1,084,114 shares; 2025Q1: 1,033,934 shares; 2025Q2: 1,059,986 shares; 2025Q3: 1,024,741 shares 1,024,741 $116M 0.66% -35,245 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: 471,448 shares; 2024Q4: 469,708 shares; 2025Q1: 453,019 shares; 2025Q2: 457,903 shares; 2025Q3: 466,857 shares 466,857 $114M 0.65% +8,954 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758,018 shares; 2024Q4: 1,796,958 shares; 2025Q1: 1,933,270 shares; 2025Q2: 1,726,598 shares; 2025Q3: 1,911,158 shares 1,911,158 $112M 0.64% +184,560 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: 149,500 shares; 2024Q4: 152,313 shares; 2025Q1: 208,271 shares; 2025Q2: 245,859 shares; 2025Q3: 333,749 shares 333,749 $111M 0.64% +87,890 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: 528,802 shares; 2024Q4: 487,837 shares; 2025Q1: 484,366 shares; 2025Q2: 480,429 shares; 2025Q3: 472,158 shares 472,158 $109M 0.63% -8,271 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: 1,130,848 shares; 2024Q4: 1,122,463 shares; 2025Q1: 1,285,411 shares; 2025Q2: 1,512,120 shares; 2025Q3: 1,655,981 shares 1,655,981 $109M 0.63% +143,861 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: 306,079 shares; 2024Q4: 315,749 shares; 2025Q1: 307,087 shares; 2025Q2: 320,894 shares; 2025Q3: 371,884 shares 371,884 $105M 0.6% +50,990 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: 119,942 shares; 2024Q4: 117,003 shares; 2025Q1: 111,549 shares; 2025Q2: 115,291 shares; 2025Q3: 110,752 shares 110,752 $103M 0.59% -4,539 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400,273 shares; 2024Q4: 1,444,690 shares; 2025Q1: 1,550,585 shares; 2025Q2: 1,339,702 shares; 2025Q3: 1,478,841 shares 1,478,841 $101M 0.58% +139,139 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: 456,776 shares; 2024Q4: 450,347 shares; 2025Q1: 495,280 shares; 2025Q2: 500,596 shares; 2025Q3: 464,126 shares 464,126 $100M 0.57% -36,470 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: 306,524 shares; 2024Q4: 375,512 shares; 2025Q1: 394,182 shares; 2025Q2: 460,005 shares; 2025Q3: 535,996 shares 535,996 $97.8M 0.56% +75,991 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: 92,478 shares; 2024Q4: 85,654 shares; 2025Q1: 85,710 shares; 2025Q2: 85,938 shares; 2025Q3: 80,877 shares 80,877 $97M 0.56% -5,061 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: 629,141 shares; 2024Q4: 648,344 shares; 2025Q1: 669,270 shares; 2025Q2: 722,922 shares; 2025Q3: 732,451 shares 732,451 $95.4M 0.55% +9,529 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: 258,597 shares; 2024Q4: 255,716 shares; 2025Q1: 253,655 shares; 2025Q2: 252,820 shares; 2025Q3: 250,914 shares 250,914 $81M 0.46% -1,906 Timeline TLH 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: 260,180 shares; 2024Q4: 245,329 shares; 2025Q1: 564,223 shares; 2025Q2: 699,664 shares; 2025Q3: 754,673 shares 754,673 $77.7M 0.45% +55,009 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: 127,249 shares; 2024Q4: 123,286 shares; 2025Q1: 126,037 shares; 2025Q2: 138,292 shares; 2025Q3: 162,823 shares 162,823 $76.3M 0.44% +24,531 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: 317,692 shares; 2024Q4: 307,534 shares; 2025Q1: 277,150 shares; 2025Q2: 278,752 shares; 2025Q3: 266,641 shares 266,641 $75.2M 0.43% -12,111 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: 88,440 shares; 2024Q4: 77,312 shares; 2025Q1: 166,871 shares; 2025Q2: 204,465 shares; 2025Q3: 209,097 shares 209,097 $74.3M 0.43% +4,632 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: 160,714 shares; 2024Q4: 155,962 shares; 2025Q1: 155,745 shares; 2025Q2: 154,034 shares; 2025Q3: 159,921 shares 159,921 $74.2M 0.43% +5,887 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: 238,866 shares; 2024Q4: 246,088 shares; 2025Q1: 242,886 shares; 2025Q2: 290,254 shares; 2025Q3: 262,972 shares 262,972 $74.1M 0.42% -27,282 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: 202,609 shares; 2024Q4: 192,493 shares; 2025Q1: 180,281 shares; 2025Q2: 184,683 shares; 2025Q3: 178,799 shares 178,799 $72.4M 0.42% -5,884 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: 444,179 shares; 2024Q4: 398,073 shares; 2025Q1: 368,392 shares; 2025Q2: 370,344 shares; 2025Q3: 387,728 shares 387,728 $71.9M 0.41% +17,384 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,330 shares; 2025Q2: 1,716,503 shares; 2025Q3: 1,848,929 shares 1,848,929 $70M 0.4% +132,426 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: 97,125 shares; 2024Q4: 89,201 shares; 2025Q1: 88,980 shares; 2025Q2: 92,168 shares; 2025Q3: 91,713 shares 91,713 $68.5M 0.39% -455 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: 1,364,476 shares; 2024Q4: 1,434,168 shares; 2025Q1: 1,390,423 shares; 2025Q2: 1,436,169 shares; 2025Q3: 1,343,926 shares 1,343,926 $67.3M 0.39% -92,243 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: 463,488 shares; 2024Q4: 460,712 shares; 2025Q1: 403,176 shares; 2025Q2: 424,858 shares; 2025Q3: 422,644 shares 422,644 $64.9M 0.37% -2,214 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: 788,800 shares; 2024Q4: 801,641 shares; 2025Q1: 814,125 shares; 2025Q2: 812,576 shares; 2025Q3: 888,201 shares 888,201 $64.6M 0.37% +75,625 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: 394,768 shares; 2024Q4: 368,957 shares; 2025Q1: 354,071 shares; 2025Q2: 373,580 shares; 2025Q3: 398,916 shares 398,916 $61.9M 0.36% +25,336 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: 903,220 shares; 2024Q4: 889,168 shares; 2025Q1: 866,456 shares; 2025Q2: 891,760 shares; 2025Q3: 893,809 shares 893,809 $60.9M 0.35% +2,049 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419,392 shares; 2024Q4: 2,518,428 shares; 2025Q1: 2,527,375 shares; 2025Q2: 2,442,428 shares; 2025Q3: 2,787,760 shares 2,787,760 $60.6M 0.35% +345,332 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: 126,564 shares; 2024Q4: 125,814 shares; 2025Q1: 122,825 shares; 2025Q2: 128,806 shares; 2025Q3: 125,697 shares 125,697 $60M 0.34% -3,109 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,848 shares; 2024Q4: 211,233 shares; 2025Q1: 542,511 shares; 2025Q2: 714,909 shares; 2025Q3: 1,041,163 shares 1,041,163 $59.9M 0.34% +326,254 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: 63,609 shares; 2024Q4: 74,001 shares; 2025Q1: 74,985 shares; 2025Q2: 73,154 shares; 2025Q3: 73,248 shares 73,248 $58.3M 0.33% +94 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,784,749 shares; 2025Q1: 2,777,378 shares; 2025Q2: 3,065,926 shares; 2025Q3: 3,242,554 shares 3,242,554 $55.3M 0.32% +176,628 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: 831,624 shares; 2024Q4: 816,294 shares; 2025Q1: 742,846 shares; 2025Q2: 798,645 shares; 2025Q3: 796,451 shares 796,451 $54.5M 0.31% -2,194 Timeline SCHE 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: 679,738 shares; 2024Q4: 701,798 shares; 2025Q1: 993,147 shares; 2025Q2: 1,464,286 shares; 2025Q3: 1,570,664 shares 1,570,664 $52.4M 0.3% +106,378 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: 161,649 shares; 2024Q4: 168,724 shares; 2025Q1: 174,974 shares; 2025Q2: 161,591 shares; 2025Q3: 178,372 shares 178,372 $52.4M 0.3% +16,781 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: 173,609 shares; 2024Q4: 171,064 shares; 2025Q1: 168,946 shares; 2025Q2: 171,097 shares; 2025Q3: 169,328 shares 169,328 $51.5M 0.29% -1,769 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: 186,359 shares; 2024Q4: 186,704 shares; 2025Q1: 172,458 shares; 2025Q2: 172,917 shares; 2025Q3: 183,488 shares 183,488 $51.2M 0.29% +10,571 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: 145,278 shares; 2024Q4: 136,986 shares; 2025Q1: 127,634 shares; 2025Q2: 125,439 shares; 2025Q3: 147,875 shares 147,875 $51.1M 0.29% +22,436 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: 86,327 shares; 2024Q4: 85,210 shares; 2025Q1: 80,705 shares; 2025Q2: 86,845 shares; 2025Q3: 89,751 shares 89,751 $51.1M 0.29% +2,906 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,244 shares; 2024Q4: 574,819 shares; 2025Q1: 748,577 shares; 2025Q2: 877,851 shares; 2025Q3: 998,710 shares 998,710 $50.7M 0.29% +120,859 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324,980 shares; 2025Q3: 1,413,034 shares 1,413,034 $49.9M 0.29% +88,054 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: 179,239 shares; 2024Q4: 166,581 shares; 2025Q1: 382,975 shares; 2025Q2: 486,843 shares; 2025Q3: 523,047 shares 523,047 $48.8M 0.28% +36,204 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: 366,549 shares; 2024Q4: 358,907 shares; 2025Q1: 361,894 shares; 2025Q2: 381,169 shares; 2025Q3: 283,661 shares 283,661 $48.5M 0.28% -97,508 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: 249,527 shares; 2024Q4: 256,652 shares; 2025Q1: 260,690 shares; 2025Q2: 291,046 shares; 2025Q3: 246,526 shares 246,526 $46.8M 0.27% -44,520 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: 239,396 shares; 2024Q4: 220,415 shares; 2025Q1: 230,500 shares; 2025Q2: 267,420 shares; 2025Q3: 284,357 shares 284,357 $46.1M 0.26% +16,937 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,702 shares; 2024Q4: 625,967 shares; 2025Q1: 651,945 shares; 2025Q2: 742,140 shares; 2025Q3: 771,913 shares 771,913 $44.1M 0.25% +29,773 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,004 shares; 2024Q4: 62,087 shares; 2025Q1: 63,343 shares; 2025Q2: 80,180 shares; 2025Q3: 89,431 shares 89,431 $43.9M 0.25% +9,251 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667,493 shares; 2025Q3: 1,282,076 shares 1,282,076 $43.8M 0.25% +614,583 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: 36,113 shares; 2025Q1: 33,767 shares; 2025Q2: 34,317 shares; 2025Q3: 36,729 shares 36,729 $42.8M 0.25% +2,412 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042,510 shares; 2024Q4: 2,149,319 shares; 2025Q1: 2,110,780 shares; 2025Q2: 1,861,648 shares; 2025Q3: 1,838,803 shares 1,838,803 $42.5M 0.24% -22,845 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: 510,380 shares; 2024Q4: 460,821 shares; 2025Q1: 459,079 shares; 2025Q2: 528,470 shares; 2025Q3: 557,916 shares 557,916 $42.1M 0.24% +29,446 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: 590,910 shares; 2024Q4: 606,210 shares; 2025Q1: 616,265 shares; 2025Q2: 618,606 shares; 2025Q3: 698,994 shares 698,994 $41.9M 0.24% +80,388 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: 390,321 shares; 2024Q4: 424,832 shares; 2025Q1: 443,622 shares; 2025Q2: 394,509 shares; 2025Q3: 350,172 shares 350,172 $41.6M 0.24% -44,337 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: 149,131 shares; 2024Q4: 148,244 shares; 2025Q1: 143,999 shares; 2025Q2: 148,772 shares; 2025Q3: 138,110 shares 138,110 $41.5M 0.24% -10,662 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,910 shares; 2024Q4: 458,816 shares; 2025Q1: 478,664 shares; 2025Q2: 474,877 shares; 2025Q3: 528,657 shares 528,657 $41.1M 0.24% +53,780 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: 21,969 shares; 2024Q4: 31,948 shares; 2025Q1: 31,737 shares; 2025Q2: 56,010 shares; 2025Q3: 66,594 shares 66,594 $40.9M 0.23% +10,584 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: 308,234 shares; 2024Q4: 315,941 shares; 2025Q1: 307,467 shares; 2025Q2: 338,089 shares; 2025Q3: 354,722 shares 354,722 $40.6M 0.23% +16,633 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: 980,222 shares; 2024Q4: 980,949 shares; 2025Q1: 965,655 shares; 2025Q2: 993,695 shares; 2025Q3: 919,657 shares 919,657 $40.4M 0.23% -74,038 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,834 shares; 2024Q4: 386,941 shares; 2025Q1: 378,447 shares; 2025Q2: 951,876 shares; 2025Q3: 933,328 shares 933,328 $39.9M 0.23% -18,548 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,475 shares; 2024Q4: 334,123 shares; 2025Q1: 334,002 shares; 2025Q2: 356,960 shares; 2025Q3: 202,795 shares 202,795 $39.7M 0.23% -154,165 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: 241,213 shares; 2024Q4: 204,246 shares; 2025Q1: 169,352 shares; 2025Q2: 121,991 shares; 2025Q3: 118,311 shares 118,311 $38.8M 0.22% -3,680 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: 18,255 shares; 2024Q4: 18,290 shares; 2025Q1: 18,077 shares; 2025Q2: 343,012 shares; 2025Q3: 348,874 shares 348,874 $37.6M 0.22% +5,862 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,871 shares; 2024Q4: 774,152 shares; 2025Q1: 780,977 shares; 2025Q2: 788,697 shares; 2025Q3: 839,109 shares 839,109 $37.6M 0.22% +50,412 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,981 shares; 2024Q4: 154,926 shares; 2025Q1: 157,787 shares; 2025Q2: 142,728 shares; 2025Q3: 146,167 shares 146,167 $37.5M 0.21% +3,439 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: 119,869 shares; 2024Q4: 120,856 shares; 2025Q1: 132,771 shares; 2025Q2: 138,758 shares; 2025Q3: 147,161 shares 147,161 $37.4M 0.21% +8,403 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,993 shares; 2024Q4: 187,729 shares; 2025Q1: 173,890 shares; 2025Q2: 175,731 shares; 2025Q3: 181,816 shares 181,816 $37M 0.21% +6,085 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,250 shares; 2024Q4: 454,643 shares; 2025Q1: 727,720 shares; 2025Q2: 912,399 shares; 2025Q3: 989,769 shares 989,769 $36.9M 0.21% +77,370 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: 230,327 shares; 2024Q4: 254,048 shares; 2025Q1: 239,795 shares; 2025Q2: 226,607 shares; 2025Q3: 221,785 shares 221,785 $36.9M 0.21% -4,822 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: 408,511 shares; 2024Q4: 445,245 shares; 2025Q1: 489,722 shares; 2025Q2: 605,114 shares; 2025Q3: 665,072 shares 665,072 $36.8M 0.21% +59,958 Timeline HEI-A 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: 145,533 shares; 2024Q4: 146,394 shares; 2025Q1: 145,912 shares; 2025Q2: 143,619 shares; 2025Q3: 143,926 shares 143,926 $36.6M 0.21% +307 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: 172,107 shares; 2024Q4: 170,420 shares; 2025Q1: 158,683 shares; 2025Q2: 160,559 shares; 2025Q3: 143,457 shares 143,457 $36.1M 0.21% -17,102 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: 43,030 shares; 2024Q4: 43,507 shares; 2025Q1: 42,443 shares; 2025Q2: 44,408 shares; 2025Q3: 47,063 shares 47,063 $35.7M 0.2% +2,655 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: 112,621 shares; 2024Q4: 106,381 shares; 2025Q1: 86,410 shares; 2025Q2: 86,799 shares; 2025Q3: 93,984 shares 93,984 $35.2M 0.2% +7,185 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 5,594 shares; 2025Q1: 9,722 shares; 2025Q2: 46,709 shares; 2025Q3: 500,741 shares 500,741 $35.2M 0.2% +454,032 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: 187,400 shares; 2024Q4: 194,415 shares; 2025Q1: 181,242 shares; 2025Q2: 125,850 shares; 2025Q3: 145,039 shares 145,039 $35.1M 0.2% +19,189 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: 27,542 shares; 2024Q4: 32,462 shares; 2025Q1: 33,461 shares; 2025Q2: 37,570 shares; 2025Q3: 38,050 shares 38,050 $35M 0.2% +480 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: 386,544 shares; 2024Q4: 394,463 shares; 2025Q1: 392,801 shares; 2025Q2: 408,692 shares; 2025Q3: 414,498 shares 414,498 $34.7M 0.2% +5,806 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,090 shares; 2024Q4: 592,277 shares; 2025Q1: 503,728 shares; 2025Q2: 438,509 shares; 2025Q3: 441,341 shares 441,341 $34.6M 0.2% +2,832 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,829 shares; 2024Q4: 397,382 shares; 2025Q1: 412,185 shares; 2025Q2: 708,674 shares; 2025Q3: 661,661 shares 661,661 $34.5M 0.2% -47,013 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,586 shares; 2024Q4: 159,160 shares; 2025Q1: 168,640 shares; 2025Q2: 185,329 shares; 2025Q3: 191,937 shares 191,937 $34.2M 0.2% +6,608 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586,394 shares; 2024Q4: 1,564,056 shares; 2025Q1: 1,563,294 shares; 2025Q2: 1,505,465 shares; 2025Q3: 1,307,762 shares 1,307,762 $33.8M 0.19% -197,703 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: 530,784 shares; 2024Q4: 517,987 shares; 2025Q1: 446,808 shares; 2025Q2: 494,508 shares; 2025Q3: 505,117 shares 505,117 $33.4M 0.19% +10,609 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,101 shares; 2024Q4: 325,749 shares; 2025Q1: 352,552 shares; 2025Q2: 354,999 shares; 2025Q3: 395,502 shares 395,502 $33.3M 0.19% +40,503 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: 403,684 shares; 2024Q4: 400,608 shares; 2025Q1: 400,184 shares; 2025Q2: 398,909 shares; 2025Q3: 350,149 shares 350,149 $33.2M 0.19% -48,760 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: 367,380 shares; 2024Q4: 345,357 shares; 2025Q1: 330,550 shares; 2025Q2: 344,027 shares; 2025Q3: 306,967 shares 306,967 $32.7M 0.19% -37,060 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: 234,055 shares; 2024Q4: 227,053 shares; 2025Q1: 199,702 shares; 2025Q2: 203,638 shares; 2025Q3: 230,415 shares 230,415 $32.5M 0.19% +26,777 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,015 shares; 2024Q4: 264,067 shares; 2025Q1: 629,651 shares; 2025Q2: 621,396 shares; 2025Q3: 840,296 shares 840,296 $32.4M 0.19% +218,900 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: 135,452 shares; 2024Q4: 148,957 shares; 2025Q1: 152,824 shares; 2025Q2: 149,591 shares; 2025Q3: 153,674 shares 153,674 $32.1M 0.18% +4,083 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: 205,156 shares; 2024Q4: 207,227 shares; 2025Q1: 198,207 shares; 2025Q2: 205,320 shares; 2025Q3: 218,742 shares 218,742 $31.6M 0.18% +13,422 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: 452,739 shares; 2024Q4: 464,801 shares; 2025Q1: 472,941 shares; 2025Q2: 489,146 shares; 2025Q3: 487,499 shares 487,499 $30.9M 0.18% -1,647 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: 411,387 shares; 2024Q4: 383,691 shares; 2025Q1: 346,672 shares; 2025Q2: 260,936 shares; 2025Q3: 303,693 shares 303,693 $30.6M 0.18% +42,757 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,902 shares; 2024Q4: 948,910 shares; 2025Q1: 1,202,606 shares; 2025Q2: 1,255,647 shares; 2025Q3: 813,406 shares 813,406 $30.5M 0.17% -442,241 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,943 shares; 2024Q4: 1,016,423 shares; 2025Q1: 971,510 shares; 2025Q2: 986,773 shares; 2025Q3: 1,069,907 shares 1,069,907 $30.2M 0.17% +83,134 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: 238,653 shares; 2024Q4: 234,174 shares; 2025Q1: 218,210 shares; 2025Q2: 224,349 shares; 2025Q3: 230,320 shares 230,320 $30.2M 0.17% +5,971 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: 262,267 shares; 2024Q4: 264,331 shares; 2025Q1: 245,129 shares; 2025Q2: 228,886 shares; 2025Q3: 214,545 shares 214,545 $30.1M 0.17% -14,341 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: 261,034 shares; 2024Q4: 276,586 shares; 2025Q1: 271,266 shares; 2025Q2: 286,460 shares; 2025Q3: 306,106 shares 306,106 $30M 0.17% +19,646 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,314 shares; 2024Q4: 346,492 shares; 2025Q1: 304,493 shares; 2025Q2: 312,703 shares; 2025Q3: 314,375 shares 314,375 $29.9M 0.17% +1,672 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: 170,670 shares; 2024Q4: 167,840 shares; 2025Q1: 163,070 shares; 2025Q2: 165,102 shares; 2025Q3: 160,541 shares 160,541 $29.5M 0.17% -4,561 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: 102,240 shares; 2024Q4: 105,854 shares; 2025Q1: 111,498 shares; 2025Q2: 115,359 shares; 2025Q3: 143,257 shares 143,257 $29.2M 0.17% +27,898 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: 528,093 shares; 2024Q4: 569,687 shares; 2025Q1: 274,906 shares; 2025Q2: 280,125 shares; 2025Q3: 290,398 shares 290,398 $29.1M 0.17% +10,273 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: 530,953 shares; 2024Q4: 540,277 shares; 2025Q1: 449,487 shares; 2025Q2: 444,048 shares; 2025Q3: 438,784 shares 438,784 $29.1M 0.17% -5,264 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,744 shares; 2024Q4: 269,810 shares; 2025Q1: 213,582 shares; 2025Q2: 234,609 shares; 2025Q3: 312,777 shares 312,777 $28.7M 0.16% +78,168 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: 223,566 shares; 2024Q4: 229,021 shares; 2025Q1: 227,323 shares; 2025Q2: 220,790 shares; 2025Q3: 205,912 shares 205,912 $28.7M 0.16% -14,878 Timeline GSIE 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: 536,135 shares; 2024Q4: 444,193 shares; 2025Q1: 435,648 shares; 2025Q2: 586,753 shares; 2025Q3: 695,743 shares 695,743 $28.6M 0.16% +108,990 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: 473,744 shares; 2024Q4: 450,606 shares; 2025Q1: 387,991 shares; 2025Q2: 340,662 shares; 2025Q3: 336,656 shares 336,656 $28.3M 0.16% -4,006 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,317 shares; 2024Q4: 1,184,304 shares; 2025Q1: 694,855 shares; 2025Q2: 685,448 shares; 2025Q3: 247,702 shares 247,702 $28.2M 0.16% -437,746 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885,959 shares; 2024Q4: 1,063,085 shares; 2025Q1: 1,202,662 shares; 2025Q2: 1,467,986 shares; 2025Q3: 1,625,830 shares 1,625,830 $27.9M 0.16% +157,844 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,890 shares; 2024Q4: 203,347 shares; 2025Q1: 220,563 shares; 2025Q2: 244,260 shares; 2025Q3: 235,493 shares 235,493 $27.9M 0.16% -8,767 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,882 shares; 2024Q4: 646,691 shares; 2025Q1: 672,548 shares; 2025Q2: 602,102 shares; 2025Q3: 644,489 shares 644,489 $27.1M 0.16% +42,387 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,986 shares; 2024Q4: 19,838 shares; 2025Q1: 28,213 shares; 2025Q2: 484,730 shares; 2025Q3: 527,597 shares 527,597 $27M 0.15% +42,867 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: 188,278 shares; 2024Q4: 190,080 shares; 2025Q1: 134,852 shares; 2025Q2: 135,994 shares; 2025Q3: 127,559 shares 127,559 $26.9M 0.15% -8,435 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: 329,826 shares; 2024Q4: 310,493 shares; 2025Q1: 267,501 shares; 2025Q2: 282,693 shares; 2025Q3: 298,380 shares 298,380 $26.7M 0.15% +15,687 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: 143,120 shares; 2024Q4: 178,613 shares; 2025Q1: 169,563 shares; 2025Q2: 166,675 shares; 2025Q3: 112,261 shares 112,261 $26.6M 0.15% -54,414 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: 87,709 shares; 2024Q4: 90,085 shares; 2025Q1: 91,658 shares; 2025Q2: 102,327 shares; 2025Q3: 110,285 shares 110,285 $26.4M 0.15% +7,958 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 474,509 shares; 2025Q2: 527,423 shares; 2025Q3: 537,268 shares 537,268 $26.4M 0.15% +9,845 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,299 shares; 2024Q4: 333,789 shares; 2025Q1: 324,656 shares; 2025Q2: 335,540 shares; 2025Q3: 256,007 shares 256,007 $26.4M 0.15% -79,533 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,568 shares; 2024Q4: 227,081 shares; 2025Q1: 265,207 shares; 2025Q2: 234,754 shares; 2025Q3: 249,948 shares 249,948 $26.1M 0.15% +15,194 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: 28,487 shares; 2024Q4: 28,236 shares; 2025Q1: 34,330 shares; 2025Q2: 33,586 shares; 2025Q3: 33,811 shares 33,811 $26.1M 0.15% +225 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: 172,114 shares; 2024Q4: 165,374 shares; 2025Q1: 160,736 shares; 2025Q2: 157,698 shares; 2025Q3: 163,573 shares 163,573 $26M 0.15% +5,875 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: 353,387 shares; 2024Q4: 313,937 shares; 2025Q1: 362,653 shares; 2025Q2: 408,603 shares; 2025Q3: 396,852 shares 396,852 $25.9M 0.15% -11,751 Timeline SPTL 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: 634,127 shares; 2024Q4: 660,884 shares; 2025Q1: 701,860 shares; 2025Q2: 916,380 shares; 2025Q3: 951,288 shares 951,288 $25.6M 0.15% +34,908 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: 38,859 shares; 2024Q4: 38,461 shares; 2025Q1: 38,310 shares; 2025Q2: 35,427 shares; 2025Q3: 42,045 shares 42,045 $25.6M 0.15% +6,618 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: 435,867 shares; 2024Q4: 455,263 shares; 2025Q1: 513,193 shares; 2025Q2: 438,884 shares; 2025Q3: 473,940 shares 473,940 $25.5M 0.15% +35,056 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: 64,754 shares; 2024Q4: 62,163 shares; 2025Q1: 60,287 shares; 2025Q2: 62,419 shares; 2025Q3: 57,031 shares 57,031 $25.5M 0.15% -5,388 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,976 shares; 2024Q4: 185,185 shares; 2025Q1: 179,199 shares; 2025Q2: 142,161 shares; 2025Q3: 154,575 shares 154,575 $25.4M 0.15% +12,414 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,099 shares; 2024Q4: 497,981 shares; 2025Q1: 648,660 shares; 2025Q2: 713,828 shares; 2025Q3: 753,423 shares 753,423 $25.2M 0.14% +39,595 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: 61,514 shares; 2024Q4: 60,919 shares; 2025Q1: 61,814 shares; 2025Q2: 66,656 shares; 2025Q3: 51,896 shares 51,896 $25.2M 0.14% -14,760 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: 209,085 shares; 2024Q4: 189,892 shares; 2025Q1: 191,777 shares; 2025Q2: 207,098 shares; 2025Q3: 203,215 shares 203,215 $25.1M 0.14% -3,883 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: 151,227 shares; 2024Q4: 142,346 shares; 2025Q1: 150,550 shares; 2025Q2: 149,283 shares; 2025Q3: 168,453 shares 168,453 $25M 0.14% +19,170 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: 44,411 shares; 2024Q4: 44,897 shares; 2025Q1: 47,847 shares; 2025Q2: 52,451 shares; 2025Q3: 54,500 shares 54,500 $24.9M 0.14% +2,049 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,606 shares; 2024Q4: 806,856 shares; 2025Q1: 870,080 shares; 2025Q2: 882,706 shares; 2025Q3: 879,830 shares 879,830 $24.9M 0.14% -2,876 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: 66,682 shares; 2024Q4: 64,254 shares; 2025Q1: 52,107 shares; 2025Q2: 52,031 shares; 2025Q3: 48,927 shares 48,927 $24.4M 0.14% -3,104 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: 120,003 shares; 2024Q4: 114,432 shares; 2025Q1: 112,098 shares; 2025Q2: 103,864 shares; 2025Q3: 103,184 shares 103,184 $24.4M 0.14% -680 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,711 shares; 2025Q1: 9,562 shares; 2025Q2: 281,954 shares; 2025Q3: 465,708 shares 465,708 $24.3M 0.14% +183,754 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: 293,590 shares; 2024Q4: 294,806 shares; 2025Q1: 326,768 shares; 2025Q2: 307,785 shares; 2025Q3: 273,583 shares 273,583 $24.3M 0.14% -34,202 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: 1,290,473 shares; 2024Q4: 1,299,220 shares; 2025Q1: 1,011,419 shares; 2025Q2: 391,762 shares; 2025Q3: 355,174 shares 355,174 $24M 0.14% -36,588 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,868 shares; 2024Q4: 47,229 shares; 2025Q1: 53,988 shares; 2025Q2: 178,106 shares; 2025Q3: 197,974 shares 197,974 $24M 0.14% +19,868 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,518 shares; 2024Q4: 92,772 shares; 2025Q1: 89,411 shares; 2025Q2: 86,075 shares; 2025Q3: 96,647 shares 96,647 $23.9M 0.14% +10,572 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,124 shares; 2024Q4: 799,657 shares; 2025Q1: 613,466 shares; 2025Q2: 507,384 shares; 2025Q3: 542,578 shares 542,578 $23.8M 0.14% +35,194 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: 65,579 shares; 2024Q4: 66,596 shares; 2025Q1: 63,331 shares; 2025Q2: 63,344 shares; 2025Q3: 64,312 shares 64,312 $23.8M 0.14% +968 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: 82,021 shares; 2024Q4: 89,485 shares; 2025Q1: 67,706 shares; 2025Q2: 76,687 shares; 2025Q3: 83,505 shares 83,505 $23.6M 0.14% +6,818 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: 223,190 shares; 2024Q4: 219,460 shares; 2025Q1: 231,223 shares; 2025Q2: 233,023 shares; 2025Q3: 243,308 shares 243,308 $23.5M 0.13% +10,285 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: 772,356 shares; 2024Q4: 682,505 shares; 2025Q1: 657,551 shares; 2025Q2: 658,257 shares; 2025Q3: 917,142 shares 917,142 $23.4M 0.13% +258,885 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: 101,420 shares; 2024Q4: 100,957 shares; 2025Q1: 96,712 shares; 2025Q2: 102,480 shares; 2025Q3: 93,796 shares 93,796 $23.1M 0.13% -8,684 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: 183,289 shares; 2024Q4: 172,007 shares; 2025Q1: 186,463 shares; 2025Q2: 211,926 shares; 2025Q3: 207,942 shares 207,942 $23.1M 0.13% -3,984 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: 140,115 shares; 2024Q4: 101,821 shares; 2025Q1: 100,725 shares; 2025Q2: 97,374 shares; 2025Q3: 91,744 shares 91,744 $22.7M 0.13% -5,630 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: 44,908 shares; 2024Q4: 44,012 shares; 2025Q1: 41,503 shares; 2025Q2: 46,666 shares; 2025Q3: 47,532 shares 47,532 $22.6M 0.13% +866 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: 145,122 shares; 2024Q4: 147,779 shares; 2025Q1: 114,216 shares; 2025Q2: 120,479 shares; 2025Q3: 116,088 shares 116,088 $22.4M 0.13% -4,391 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,716 shares; 2024Q4: 464,571 shares; 2025Q1: 513,385 shares; 2025Q2: 504,024 shares; 2025Q3: 586,302 shares 586,302 $22.3M 0.13% +82,278 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,479 shares; 2024Q4: 216,805 shares; 2025Q1: 271,311 shares; 2025Q2: 291,268 shares; 2025Q3: 329,712 shares 329,712 $22.2M 0.13% +38,444 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,738 shares; 2024Q4: 45,341 shares; 2025Q1: 49,801 shares; 2025Q2: 52,173 shares; 2025Q3: 55,033 shares 55,033 $22.1M 0.13% +2,860 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,986 shares; 2024Q4: 220,774 shares; 2025Q1: 218,569 shares; 2025Q2: 203,963 shares; 2025Q3: 220,437 shares 220,437 $22M 0.13% +16,474 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: 146,491 shares; 2024Q4: 147,571 shares; 2025Q1: 152,168 shares; 2025Q2: 143,905 shares; 2025Q3: 142,774 shares 142,774 $22M 0.13% -1,131 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096,370 shares; 2024Q4: 1,074,880 shares; 2025Q1: 1,021,874 shares; 2025Q2: 838,177 shares; 2025Q3: 381,829 shares 381,829 $21.9M 0.13% -456,348 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: 95,811 shares; 2024Q4: 54,094 shares; 2025Q1: 50,812 shares; 2025Q2: 57,967 shares; 2025Q3: 64,251 shares 64,251 $21.9M 0.13% +6,284 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: 35,938 shares; 2024Q4: 35,771 shares; 2025Q1: 34,124 shares; 2025Q2: 33,842 shares; 2025Q3: 38,937 shares 38,937 $21.9M 0.13% +5,095 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: 132,451 shares; 2024Q4: 132,198 shares; 2025Q1: 135,489 shares; 2025Q2: 138,226 shares; 2025Q3: 127,653 shares 127,653 $21.7M 0.12% -10,573 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,811 shares; 2024Q4: 162,061 shares; 2025Q1: 194,801 shares; 2025Q2: 262,716 shares; 2025Q3: 333,786 shares 333,786 $21.7M 0.12% +71,070 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,074 shares; 2024Q4: 202,854 shares; 2025Q1: 209,391 shares; 2025Q2: 216,689 shares; 2025Q3: 227,260 shares 227,260 $21.6M 0.12% +10,571 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092,782 shares; 2024Q4: 1,053,934 shares; 2025Q1: 911,249 shares; 2025Q2: 926,913 shares; 2025Q3: 962,069 shares 962,069 $21.6M 0.12% +35,156 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,829 shares; 2024Q4: 641,781 shares; 2025Q1: 705,782 shares; 2025Q2: 771,173 shares; 2025Q3: 674,990 shares 674,990 $21.5M 0.12% -96,183 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 13,661 shares; 2025Q1: 15,222 shares; 2025Q2: 17,383 shares; 2025Q3: 29,959 shares 29,959 $21.5M 0.12% +12,576 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,564 shares; 2024Q4: 126,602 shares; 2025Q1: 179,494 shares; 2025Q2: 231,520 shares; 2025Q3: 254,714 shares 254,714 $20.9M 0.12% +23,194 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: 249,200 shares; 2024Q4: 253,242 shares; 2025Q1: 246,330 shares; 2025Q2: 247,254 shares; 2025Q3: 220,781 shares 220,781 $20.9M 0.12% -26,473 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: 89,507 shares; 2024Q4: 89,919 shares; 2025Q1: 85,024 shares; 2025Q2: 86,120 shares; 2025Q3: 79,622 shares 79,622 $20.8M 0.12% -6,498 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: 109,036 shares; 2024Q4: 106,562 shares; 2025Q1: 68,436 shares; 2025Q2: 95,477 shares; 2025Q3: 96,878 shares 96,878 $20.6M 0.12% +1,401 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: 593,046 shares; 2024Q4: 654,721 shares; 2025Q1: 249,141 shares; 2025Q2: 259,270 shares; 2025Q3: 275,841 shares 275,841 $20.5M 0.12% +16,571 Timeline SCHZ 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: 885,359 shares; 2024Q4: 965,775 shares; 2025Q1: 938,147 shares; 2025Q2: 928,696 shares; 2025Q3: 870,587 shares 870,587 $20.4M 0.12% -58,109 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: 155,126 shares; 2024Q4: 163,515 shares; 2025Q1: 171,255 shares; 2025Q2: 194,830 shares; 2025Q3: 200,606 shares 200,606 $20.4M 0.12% +5,776 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: 99,228 shares; 2024Q4: 148,984 shares; 2025Q1: 132,413 shares; 2025Q2: 395,568 shares; 2025Q3: 406,911 shares 406,911 $20.1M 0.12% +11,343 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: 307,667 shares; 2024Q4: 331,163 shares; 2025Q1: 333,471 shares; 2025Q2: 352,808 shares; 2025Q3: 369,712 shares 369,712 $20M 0.11% +16,904 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,174 shares; 2024Q4: 302,559 shares; 2025Q1: 385,737 shares; 2025Q2: 434,837 shares; 2025Q3: 452,466 shares 452,466 $20M 0.11% +17,629 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,692 shares; 2024Q4: 144,345 shares; 2025Q1: 142,248 shares; 2025Q2: 146,106 shares; 2025Q3: 172,252 shares 172,252 $19.7M 0.11% +26,146 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: 108,419 shares; 2024Q4: 105,287 shares; 2025Q1: 114,769 shares; 2025Q2: 188,454 shares; 2025Q3: 224,762 shares 224,762 $19.6M 0.11% +36,308 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: 85,424 shares; 2024Q4: 87,798 shares; 2025Q1: 85,604 shares; 2025Q2: 84,109 shares; 2025Q3: 96,862 shares 96,862 $19.5M 0.11% +12,753 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,034 shares; 2024Q4: 49,626 shares; 2025Q1: 74,711 shares; 2025Q2: 86,839 shares; 2025Q3: 80,697 shares 80,697 $19M 0.11% -6,142 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,649 shares; 2024Q4: 421,606 shares; 2025Q1: 270,477 shares; 2025Q2: 220,157 shares; 2025Q3: 212,140 shares 212,140 $19M 0.11% -8,017 Timeline USFR 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: 237,544 shares; 2024Q4: 257,599 shares; 2025Q1: 232,620 shares; 2025Q2: 321,235 shares; 2025Q3: 376,110 shares 376,110 $18.9M 0.11% +54,875 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391,616 shares; 2025Q3: 426,768 shares 426,768 $18.8M 0.11% +35,152 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,237 shares; 2024Q4: 133,268 shares; 2025Q1: 61,790 shares; 2025Q2: 82,835 shares; 2025Q3: 95,410 shares 95,410 $18.7M 0.11% +12,575 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,026 shares; 2024Q4: 123,709 shares; 2025Q1: 166,951 shares; 2025Q2: 188,541 shares; 2025Q3: 160,944 shares 160,944 $18.5M 0.11% -27,597 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: 97,908 shares; 2024Q4: 104,911 shares; 2025Q1: 92,181 shares; 2025Q2: 88,801 shares; 2025Q3: 91,955 shares 91,955 $18.5M 0.11% +3,154 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: 278,699 shares; 2024Q4: 275,016 shares; 2025Q1: 260,943 shares; 2025Q2: 254,179 shares; 2025Q3: 248,898 shares 248,898 $18.3M 0.1% -5,281 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: 233,606 shares; 2024Q4: 219,293 shares; 2025Q1: 219,857 shares; 2025Q2: 211,590 shares; 2025Q3: 215,272 shares 215,272 $18.2M 0.1% +3,682 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,903 shares; 2024Q4: 43,831 shares; 2025Q1: 45,867 shares; 2025Q2: 47,170 shares; 2025Q3: 46,253 shares 46,253 $18.1M 0.1% -917 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: 79,439 shares; 2024Q4: 77,901 shares; 2025Q1: 78,044 shares; 2025Q2: 80,411 shares; 2025Q3: 80,193 shares 80,193 $17.7M 0.1% -218 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: 121,299 shares; 2024Q4: 106,762 shares; 2025Q1: 70,638 shares; 2025Q2: 74,647 shares; 2025Q3: 133,830 shares 133,830 $17.7M 0.1% +59,183 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: 319,819 shares; 2024Q4: 275,710 shares; 2025Q1: 264,866 shares; 2025Q2: 272,477 shares; 2025Q3: 280,622 shares 280,622 $17.5M 0.1% +8,145 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,635 shares; 2024Q4: 82,008 shares; 2025Q1: 84,691 shares; 2025Q2: 91,759 shares; 2025Q3: 101,301 shares 101,301 $17.5M 0.1% +9,542 Timeline VMBS 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: 294,697 shares; 2024Q4: 336,925 shares; 2025Q1: 326,740 shares; 2025Q2: 310,449 shares; 2025Q3: 368,775 shares 368,775 $17.3M 0.1% +58,326 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: 194,426 shares; 2024Q4: 196,872 shares; 2025Q1: 198,884 shares; 2025Q2: 210,547 shares; 2025Q3: 178,032 shares 178,032 $17M 0.1% -32,515 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: 65,749 shares; 2024Q4: 63,992 shares; 2025Q1: 66,854 shares; 2025Q2: 74,718 shares; 2025Q3: 77,292 shares 77,292 $17M 0.1% +2,574 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,369 shares; 2025Q3: 330,888 shares 330,888 $16.9M 0.1% +44,519 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: 763,784 shares; 2024Q4: 684,406 shares; 2025Q1: 605,859 shares; 2025Q2: 577,469 shares; 2025Q3: 534,430 shares 534,430 $16.8M 0.1% -43,039 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,631 shares; 2024Q4: 20,659 shares; 2025Q1: 37,863 shares; 2025Q2: 47,603 shares; 2025Q3: 68,574 shares 68,574 $16.7M 0.1% +20,971 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: 19,500 shares; 2024Q4: 23,116 shares; 2025Q1: 18,696 shares; 2025Q2: 19,015 shares; 2025Q3: 18,157 shares 18,157 $16.7M 0.1% -858 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,221 shares; 2024Q4: 566,599 shares; 2025Q1: 562,181 shares; 2025Q2: 632,141 shares; 2025Q3: 622,817 shares 622,817 $16.4M 0.09% -9,324 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: 43,295 shares; 2024Q4: 41,103 shares; 2025Q1: 41,022 shares; 2025Q2: 43,920 shares; 2025Q3: 46,824 shares 46,824 $16.2M 0.09% +2,904 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,989 shares; 2024Q4: 444,918 shares; 2025Q1: 417,259 shares; 2025Q2: 433,149 shares; 2025Q3: 517,382 shares 517,382 $16.2M 0.09% +84,233 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: 85,843 shares; 2024Q4: 85,772 shares; 2025Q1: 69,531 shares; 2025Q2: 68,929 shares; 2025Q3: 67,451 shares 67,451 $16.1M 0.09% -1,478 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,301 shares; 2024Q4: 31,269 shares; 2025Q1: 30,135 shares; 2025Q2: 22,998 shares; 2025Q3: 22,390 shares 22,390 $16.1M 0.09% -608 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,534 shares; 2024Q4: 192,776 shares; 2025Q1: 189,904 shares; 2025Q2: 199,200 shares; 2025Q3: 202,666 shares 202,666 $15.9M 0.09% +3,466 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: 76,732 shares; 2024Q4: 75,380 shares; 2025Q1: 74,211 shares; 2025Q2: 89,291 shares; 2025Q3: 94,172 shares 94,172 $15.9M 0.09% +4,881 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: 181,843 shares; 2024Q4: 181,042 shares; 2025Q1: 152,782 shares; 2025Q2: 151,907 shares; 2025Q3: 166,198 shares 166,198 $15.8M 0.09% +14,291 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: 190,714 shares; 2024Q4: 171,438 shares; 2025Q1: 181,083 shares; 2025Q2: 179,111 shares; 2025Q3: 175,662 shares 175,662 $15.8M 0.09% -3,449 Timeline GSUS 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: 205,769 shares; 2024Q4: 213,856 shares; 2025Q1: 216,590 shares; 2025Q2: 172,932 shares; 2025Q3: 170,592 shares 170,592 $15.8M 0.09% -2,340 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,161 shares; 2024Q4: 157,286 shares; 2025Q1: 163,589 shares; 2025Q2: 162,532 shares; 2025Q3: 179,491 shares 179,491 $15.6M 0.09% +16,959 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: 34,515 shares; 2024Q4: 33,656 shares; 2025Q1: 35,666 shares; 2025Q2: 35,842 shares; 2025Q3: 36,674 shares 36,674 $15.5M 0.09% +832 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: 27,598 shares; 2024Q4: 28,382 shares; 2025Q1: 24,779 shares; 2025Q2: 25,096 shares; 2025Q3: 31,793 shares 31,793 $15.5M 0.09% +6,697 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,509 shares; 2024Q4: 84,906 shares; 2025Q1: 84,897 shares; 2025Q2: 86,046 shares; 2025Q3: 83,606 shares 83,606 $15.4M 0.09% -2,440 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: 15,348 shares; 2024Q4: 14,969 shares; 2025Q1: 14,074 shares; 2025Q2: 14,527 shares; 2025Q3: 15,871 shares 15,871 $15.4M 0.09% +1,344 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: 173,887 shares; 2025Q1: 124,107 shares; 2025Q2: 131,129 shares; 2025Q3: 114,527 shares 114,527 $15.3M 0.09% -16,602 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,636 shares; 2024Q4: 108,250 shares; 2025Q1: 109,216 shares; 2025Q2: 114,706 shares; 2025Q3: 116,247 shares 116,247 $15.3M 0.09% +1,541 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 12,728 shares; 2025Q1: 510,272 shares; 2025Q2: 565,722 shares; 2025Q3: 562,120 shares 562,120 $15.1M 0.09% -3,602 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: 320,676 shares; 2024Q4: 343,064 shares; 2025Q1: 335,830 shares; 2025Q2: 312,449 shares; 2025Q3: 332,852 shares 332,852 $15M 0.09% +20,403 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: 140,667 shares; 2024Q4: 151,120 shares; 2025Q1: 151,834 shares; 2025Q2: 140,677 shares; 2025Q3: 134,618 shares 134,618 $15M 0.09% -6,059 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: 53,124 shares; 2024Q4: 54,485 shares; 2025Q1: 51,342 shares; 2025Q2: 51,746 shares; 2025Q3: 48,061 shares 48,061 $14.9M 0.09% -3,685 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,861 shares; 2024Q4: 21,775 shares; 2025Q1: 15,528 shares; 2025Q2: 14,384 shares; 2025Q3: 13,799 shares 13,799 $14.9M 0.09% -585 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,569 shares; 2024Q4: 163,559 shares; 2025Q1: 160,412 shares; 2025Q2: 156,918 shares; 2025Q3: 158,426 shares 158,426 $14.9M 0.09% +1,508 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,742 shares; 2024Q4: 250,703 shares; 2025Q1: 251,521 shares; 2025Q2: 150,305 shares; 2025Q3: 148,194 shares 148,194 $14.7M 0.08% -2,111 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: 850,160 shares; 2024Q4: 868,129 shares; 2025Q1: 575,916 shares; 2025Q2: 613,460 shares; 2025Q3: 623,010 shares 623,010 $14.5M 0.08% +9,550 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,612 shares; 2024Q4: 62,340 shares; 2025Q1: 87,635 shares; 2025Q2: 84,166 shares; 2025Q3: 114,438 shares 114,438 $14.4M 0.08% +30,272 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: 192,436 shares; 2024Q4: 187,126 shares; 2025Q1: 184,590 shares; 2025Q2: 191,940 shares; 2025Q3: 189,076 shares 189,076 $14.3M 0.08% -2,864 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: 15,444 shares; 2024Q4: 15,394 shares; 2025Q1: 15,539 shares; 2025Q2: 14,885 shares; 2025Q3: 20,327 shares 20,327 $14.2M 0.08% +5,442 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,735 shares; 2024Q4: 425,908 shares; 2025Q1: 417,180 shares; 2025Q2: 404,354 shares; 2025Q3: 448,537 shares 448,537 $14.2M 0.08% +44,183 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,542 shares; 2024Q4: 155,233 shares; 2025Q1: 160,238 shares; 2025Q2: 163,919 shares; 2025Q3: 172,068 shares 172,068 $14.1M 0.08% +8,149 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,138 shares; 2024Q4: 100,583 shares; 2025Q1: 126,122 shares; 2025Q2: 137,106 shares; 2025Q3: 145,140 shares 145,140 $14M 0.08% +8,034 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,578 shares; 2024Q4: 468,075 shares; 2025Q1: 475,542 shares; 2025Q2: 513,281 shares; 2025Q3: 517,182 shares 517,182 $14M 0.08% +3,901 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,780 shares; 2024Q4: 41,123 shares; 2025Q1: 42,115 shares; 2025Q2: 45,269 shares; 2025Q3: 47,013 shares 47,013 $14M 0.08% +1,744 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: 39,351 shares; 2024Q4: 36,550 shares; 2025Q1: 36,357 shares; 2025Q2: 39,970 shares; 2025Q3: 42,419 shares 42,419 $14M 0.08% +2,449 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: 50,891 shares; 2024Q4: 257,797 shares; 2025Q1: 255,086 shares; 2025Q2: 253,095 shares; 2025Q3: 244,345 shares 244,345 $13.9M 0.08% -8,750 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,442 shares; 2024Q4: 473,999 shares; 2025Q1: 297,078 shares; 2025Q2: 273,239 shares; 2025Q3: 299,478 shares 299,478 $13.9M 0.08% +26,239 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: 63,216 shares; 2024Q4: 65,500 shares; 2025Q1: 65,046 shares; 2025Q2: 76,645 shares; 2025Q3: 96,069 shares 96,069 $13.8M 0.08% +19,424 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,476 shares; 2024Q4: 84,466 shares; 2025Q1: 79,491 shares; 2025Q2: 92,530 shares; 2025Q3: 96,304 shares 96,304 $13.7M 0.08% +3,774 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,837 shares; 2024Q4: 379,599 shares; 2025Q1: 395,360 shares; 2025Q2: 441,686 shares; 2025Q3: 551,158 shares 551,158 $13.7M 0.08% +109,472 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,814 shares; 2024Q4: 485,785 shares; 2025Q1: 363,000 shares; 2025Q2: 344,942 shares; 2025Q3: 317,765 shares 317,765 $13.6M 0.08% -27,177 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: 65,547 shares; 2024Q4: 69,397 shares; 2025Q1: 84,008 shares; 2025Q2: 93,737 shares; 2025Q3: 87,179 shares 87,179 $13.5M 0.08% -6,558 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,642 shares; 2024Q4: 224,993 shares; 2025Q1: 217,420 shares; 2025Q2: 217,445 shares; 2025Q3: 222,312 shares 222,312 $13.5M 0.08% +4,867 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: 129,034 shares; 2024Q4: 121,255 shares; 2025Q1: 126,414 shares; 2025Q2: 130,901 shares; 2025Q3: 132,386 shares 132,386 $13.5M 0.08% +1,485 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: 18,754 shares; 2024Q4: 17,133 shares; 2025Q1: 16,054 shares; 2025Q2: 17,800 shares; 2025Q3: 19,739 shares 19,739 $13.5M 0.08% +1,939 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,364 shares; 2024Q4: 49,506 shares; 2025Q1: 49,913 shares; 2025Q2: 56,110 shares; 2025Q3: 60,576 shares 60,576 $13.5M 0.08% +4,466 Timeline PRFZ 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: 36,315 shares; 2024Q4: 37,364 shares; 2025Q1: 38,423 shares; 2025Q2: 41,255 shares; 2025Q3: 295,982 shares 295,982 $13.4M 0.08% +254,727 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: 46,247 shares; 2024Q4: 47,712 shares; 2025Q1: 46,595 shares; 2025Q2: 49,368 shares; 2025Q3: 44,642 shares 44,642 $13.4M 0.08% -4,726 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,638 shares; 2024Q4: 130,841 shares; 2025Q1: 149,382 shares; 2025Q2: 157,228 shares; 2025Q3: 151,559 shares 151,559 $13.3M 0.08% -5,669 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: 124,416 shares; 2024Q4: 122,599 shares; 2025Q1: 129,514 shares; 2025Q2: 138,584 shares; 2025Q3: 138,501 shares 138,501 $13.2M 0.08% -83 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,515 shares; 2024Q4: 569,686 shares; 2025Q1: 424,340 shares; 2025Q2: 451,151 shares; 2025Q3: 451,913 shares 451,913 $13.2M 0.08% +762 Timeline JQUA 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: 259,657 shares; 2024Q4: 275,647 shares; 2025Q1: 276,255 shares; 2025Q2: 208,213 shares; 2025Q3: 208,545 shares 208,545 $13.1M 0.08% +332 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: 82,155 shares; 2024Q4: 79,933 shares; 2025Q1: 55,136 shares; 2025Q2: 60,798 shares; 2025Q3: 65,955 shares 65,955 $13.1M 0.07% +5,157 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,211 shares; 2024Q4: 486,818 shares; 2025Q1: 457,743 shares; 2025Q2: 443,195 shares; 2025Q3: 430,294 shares 430,294 $13M 0.07% -12,901 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,589 shares; 2024Q4: 924,802 shares; 2025Q1: 803,655 shares; 2025Q2: 803,385 shares; 2025Q3: 476,939 shares 476,939 $13M 0.07% -326,446 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: 113,355 shares; 2024Q4: 114,130 shares; 2025Q1: 97,099 shares; 2025Q2: 147,898 shares; 2025Q3: 154,439 shares 154,439 $12.9M 0.07% +6,541 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: 49,465 shares; 2024Q4: 51,005 shares; 2025Q1: 53,243 shares; 2025Q2: 54,729 shares; 2025Q3: 49,704 shares 49,704 $12.9M 0.07% -5,025 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,864 shares; 2024Q4: 244,664 shares; 2025Q1: 245,465 shares; 2025Q2: 184,710 shares; 2025Q3: 186,493 shares 186,493 $12.9M 0.07% +1,783 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: 99,061 shares; 2024Q4: 96,359 shares; 2025Q1: 96,706 shares; 2025Q2: 91,819 shares; 2025Q3: 91,643 shares 91,643 $12.8M 0.07% -176 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,617 shares; 2024Q4: 213,229 shares; 2025Q1: 441,571 shares; 2025Q2: 469,053 shares; 2025Q3: 499,625 shares 499,625 $12.7M 0.07% +30,572 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497,035 shares 497,035 $12.6M 0.07% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,347 shares; 2024Q4: 102,593 shares; 2025Q1: 106,353 shares; 2025Q2: 108,439 shares; 2025Q3: 93,627 shares 93,627 $12.5M 0.07% -14,812 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: 164,123 shares; 2024Q4: 163,765 shares; 2025Q1: 166,405 shares; 2025Q2: 173,391 shares; 2025Q3: 184,293 shares 184,293 $12.4M 0.07% +10,902 Timeline IYF 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: 51,301 shares; 2024Q4: 55,100 shares; 2025Q1: 72,279 shares; 2025Q2: 96,707 shares; 2025Q3: 97,928 shares 97,928 $12.4M 0.07% +1,221 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: 57,463 shares; 2024Q4: 61,744 shares; 2025Q1: 60,984 shares; 2025Q2: 62,055 shares; 2025Q3: 59,483 shares 59,483 $12.2M 0.07% -2,572 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: 51,044 shares; 2024Q4: 59,982 shares; 2025Q1: 56,131 shares; 2025Q2: 46,634 shares; 2025Q3: 34,477 shares 34,477 $12.2M 0.07% -12,157 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: 22,841 shares; 2024Q4: 24,847 shares; 2025Q1: 23,836 shares; 2025Q2: 25,771 shares; 2025Q3: 26,464 shares 26,464 $12.1M 0.07% +693 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: 30,981 shares; 2024Q4: 31,385 shares; 2025Q1: 30,934 shares; 2025Q2: 34,113 shares; 2025Q3: 28,559 shares 28,559 $12.1M 0.07% -5,554 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,181 shares; 2024Q4: 93,672 shares; 2025Q1: 95,761 shares; 2025Q2: 85,877 shares; 2025Q3: 108,106 shares 108,106 $12M 0.07% +22,229 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: 48,522 shares; 2024Q4: 49,620 shares; 2025Q1: 42,991 shares; 2025Q2: 42,895 shares; 2025Q3: 44,481 shares 44,481 $12M 0.07% +1,586 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,371 shares; 2024Q4: 50,673 shares; 2025Q1: 124,342 shares; 2025Q2: 124,349 shares; 2025Q3: 133,593 shares 133,593 $12M 0.07% +9,244 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: 22,695 shares; 2024Q4: 22,589 shares; 2025Q1: 21,984 shares; 2025Q2: 21,602 shares; 2025Q3: 56,980 shares 56,980 $11.9M 0.07% +35,378 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: 165,805 shares; 2024Q4: 175,602 shares; 2025Q1: 172,886 shares; 2025Q2: 195,361 shares; 2025Q3: 194,853 shares 194,853 $11.9M 0.07% -508 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,755 shares; 2024Q4: 76,552 shares; 2025Q1: 81,920 shares; 2025Q2: 85,080 shares; 2025Q3: 81,772 shares 81,772 $11.9M 0.07% -3,308 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,640 shares; 2024Q4: 202,927 shares; 2025Q1: 194,149 shares; 2025Q2: 198,089 shares; 2025Q3: 303,638 shares 303,638 $11.9M 0.07% +105,549 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: 91,034 shares; 2024Q4: 95,134 shares; 2025Q1: 92,004 shares; 2025Q2: 99,627 shares; 2025Q3: 103,789 shares 103,789 $11.9M 0.07% +4,162 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: 292,889 shares; 2024Q4: 304,856 shares; 2025Q1: 300,376 shares; 2025Q2: 267,019 shares; 2025Q3: 213,848 shares 213,848 $11.9M 0.07% -53,171 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,341 shares; 2024Q4: 317,772 shares; 2025Q1: 310,216 shares; 2025Q2: 327,881 shares; 2025Q3: 336,817 shares 336,817 $11.8M 0.07% +8,936 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: 45,783 shares; 2024Q4: 46,184 shares; 2025Q1: 33,391 shares; 2025Q2: 33,836 shares; 2025Q3: 33,974 shares 33,974 $11.8M 0.07% +138 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: 93,276 shares; 2024Q4: 91,913 shares; 2025Q1: 76,964 shares; 2025Q2: 78,568 shares; 2025Q3: 91,723 shares 91,723 $11.8M 0.07% +13,155 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,277 shares; 2024Q4: 33,053 shares; 2025Q1: 32,406 shares; 2025Q2: 33,236 shares; 2025Q3: 35,905 shares 35,905 $11.7M 0.07% +2,669 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: 103,642 shares; 2024Q4: 103,484 shares; 2025Q1: 99,972 shares; 2025Q2: 98,730 shares; 2025Q3: 84,595 shares 84,595 $11.5M 0.07% -14,135 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: 72,479 shares; 2024Q4: 70,716 shares; 2025Q1: 55,698 shares; 2025Q2: 61,794 shares; 2025Q3: 82,937 shares 82,937 $11.4M 0.07% +21,143 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: 121,377 shares; 2024Q4: 118,463 shares; 2025Q1: 140,421 shares; 2025Q2: 145,900 shares; 2025Q3: 153,713 shares 153,713 $11.2M 0.06% +7,813 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,310 shares; 2024Q4: 218,062 shares; 2025Q1: 210,705 shares; 2025Q2: 214,456 shares; 2025Q3: 232,991 shares 232,991 $11.1M 0.06% +18,535 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,375 shares; 2024Q4: 388,375 shares; 2025Q1: 379,310 shares; 2025Q2: 377,566 shares; 2025Q3: 375,782 shares 375,782 $11M 0.06% -1,784 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: 256,971 shares; 2024Q4: 262,609 shares; 2025Q1: 244,893 shares; 2025Q2: 245,482 shares; 2025Q3: 239,115 shares 239,115 $10.9M 0.06% -6,367 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: 122,000 shares; 2024Q4: 126,746 shares; 2025Q1: 164,840 shares; 2025Q2: 197,048 shares; 2025Q3: 181,646 shares 181,646 $10.9M 0.06% -15,402 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: 48,860 shares; 2024Q4: 50,099 shares; 2025Q1: 33,303 shares; 2025Q2: 37,626 shares; 2025Q3: 37,526 shares 37,526 $10.8M 0.06% -100 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: 463,803 shares; 2024Q4: 420,552 shares; 2025Q1: 432,458 shares; 2025Q2: 416,649 shares; 2025Q3: 441,379 shares 441,379 $10.7M 0.06% +24,730 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: 164,746 shares; 2024Q4: 100,842 shares; 2025Q1: 116,894 shares; 2025Q2: 126,566 shares; 2025Q3: 137,263 shares 137,263 $10.7M 0.06% +10,697 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,959 shares; 2024Q4: 79,368 shares; 2025Q1: 79,641 shares; 2025Q2: 87,220 shares; 2025Q3: 88,763 shares 88,763 $10.7M 0.06% +1,543 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: 175,166 shares; 2024Q4: 203,840 shares; 2025Q1: 196,312 shares; 2025Q2: 194,207 shares; 2025Q3: 211,548 shares 211,548 $10.7M 0.06% +17,341 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,588 shares; 2024Q4: 48,709 shares; 2025Q1: 86,613 shares; 2025Q2: 88,585 shares; 2025Q3: 67,461 shares 67,461 $10.6M 0.06% -21,124 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: 54,142 shares; 2024Q4: 54,625 shares; 2025Q1: 48,854 shares; 2025Q2: 50,740 shares; 2025Q3: 60,567 shares 60,567 $10.6M 0.06% +9,827 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 8,579 shares; 2025Q1: 14,041 shares; 2025Q2: 16,885 shares; 2025Q3: 18,641 shares 18,641 $10.5M 0.06% +1,756 Timeline SJNK 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: 301,424 shares; 2024Q4: 327,722 shares; 2025Q1: 354,951 shares; 2025Q2: 331,549 shares; 2025Q3: 410,531 shares 410,531 $10.5M 0.06% +78,982 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,906 shares; 2024Q4: 167,819 shares; 2025Q1: 120,559 shares; 2025Q2: 129,069 shares; 2025Q3: 123,737 shares 123,737 $10.5M 0.06% -5,332 Timeline GEM 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: 7,595 shares; 2024Q4: 9,105 shares; 2025Q1: 8,297 shares; 2025Q2: 9,816 shares; 2025Q3: 257,006 shares 257,006 $10.5M 0.06% +247,190 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,693 shares; 2024Q4: 283,907 shares; 2025Q1: 235,127 shares; 2025Q2: 227,545 shares; 2025Q3: 225,830 shares 225,830 $10.4M 0.06% -1,715 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,365 shares; 2024Q4: 162,496 shares; 2025Q1: 143,769 shares; 2025Q2: 172,915 shares; 2025Q3: 179,854 shares 179,854 $10.3M 0.06% +6,939 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,040 shares; 2024Q4: 406,107 shares; 2025Q1: 415,736 shares; 2025Q2: 574,681 shares; 2025Q3: 616,511 shares 616,511 $10.3M 0.06% +41,830 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,305 shares; 2024Q4: 44,285 shares; 2025Q1: 45,321 shares; 2025Q2: 50,921 shares; 2025Q3: 53,420 shares 53,420 $10.3M 0.06% +2,499 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,355 shares; 2024Q4: 28,937 shares; 2025Q1: 21,846 shares; 2025Q2: 132,422 shares; 2025Q3: 442,650 shares 442,650 $10.2M 0.06% +310,228 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: 151,868 shares; 2024Q4: 151,484 shares; 2025Q1: 134,799 shares; 2025Q2: 138,041 shares; 2025Q3: 142,757 shares 142,757 $10.2M 0.06% +4,716 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: 30,634 shares; 2024Q4: 31,025 shares; 2025Q1: 30,388 shares; 2025Q2: 35,815 shares; 2025Q3: 33,155 shares 33,155 $10.1M 0.06% -2,660 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,859 shares; 2024Q4: 229,145 shares; 2025Q1: 222,527 shares; 2025Q2: 209,705 shares; 2025Q3: 215,624 shares 215,624 $10.1M 0.06% +5,919 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,076 shares; 2024Q4: 48,427 shares; 2025Q1: 53,407 shares; 2025Q2: 135,183 shares; 2025Q3: 137,331 shares 137,331 $10.1M 0.06% +2,148 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,761 shares; 2024Q4: 20,541 shares; 2025Q1: 110,291 shares; 2025Q2: 124,855 shares; 2025Q3: 133,894 shares 133,894 $10.1M 0.06% +9,039 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: 87,726 shares; 2024Q4: 85,449 shares; 2025Q1: 81,616 shares; 2025Q2: 99,306 shares; 2025Q3: 78,812 shares 78,812 $9.99M 0.06% -20,494 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,218 shares; 2024Q4: 132,249 shares; 2025Q1: 117,039 shares; 2025Q2: 382,552 shares; 2025Q3: 404,368 shares 404,368 $9.99M 0.06% +21,816 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: 21,390 shares; 2024Q4: 21,237 shares; 2025Q1: 26,637 shares; 2025Q2: 28,524 shares; 2025Q3: 33,951 shares 33,951 $9.97M 0.06% +5,427 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,111 shares; 2024Q4: 120,490 shares; 2025Q1: 108,234 shares; 2025Q2: 106,127 shares; 2025Q3: 88,755 shares 88,755 $9.95M 0.06% -17,372 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: 345,292 shares; 2024Q4: 343,155 shares; 2025Q1: 374,636 shares; 2025Q2: 400,986 shares; 2025Q3: 204,953 shares 204,953 $9.91M 0.06% -196,033 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: 133,771 shares; 2024Q4: 114,942 shares; 2025Q1: 59,672 shares; 2025Q2: 47,927 shares; 2025Q3: 58,380 shares 58,380 $9.89M 0.06% +10,453 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,405 shares; 2024Q4: 107,042 shares; 2025Q1: 131,813 shares; 2025Q2: 134,607 shares; 2025Q3: 128,914 shares 128,914 $9.85M 0.06% -5,693 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,896 shares; 2024Q4: 112,689 shares; 2025Q1: 111,164 shares; 2025Q2: 125,967 shares; 2025Q3: 129,169 shares 129,169 $9.82M 0.06% +3,202 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,362 shares; 2024Q4: 101,742 shares; 2025Q1: 95,423 shares; 2025Q2: 102,167 shares; 2025Q3: 105,291 shares 105,291 $9.81M 0.06% +3,124 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412,425 shares; 2024Q4: 1,556,671 shares; 2025Q1: 1,634,175 shares; 2025Q2: 320,194 shares; 2025Q3: 316,033 shares 316,033 $9.8M 0.06% -4,161 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,411 shares; 2024Q4: 326,455 shares; 2025Q1: 309,860 shares; 2025Q2: 323,213 shares; 2025Q3: 330,521 shares 330,521 $9.79M 0.06% +7,308 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,855 shares; 2024Q4: 99,317 shares; 2025Q1: 81,030 shares; 2025Q2: 68,856 shares; 2025Q3: 60,442 shares 60,442 $9.79M 0.06% -8,414 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: 50,096 shares; 2024Q4: 43,783 shares; 2025Q1: 44,565 shares; 2025Q2: 48,587 shares; 2025Q3: 68,858 shares 68,858 $9.78M 0.06% +20,271 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,910 shares; 2025Q2: 197,793 shares; 2025Q3: 232,484 shares 232,484 $9.74M 0.06% +34,691 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,459 shares; 2024Q4: 67,886 shares; 2025Q1: 67,689 shares; 2025Q2: 224,032 shares; 2025Q3: 233,922 shares 233,922 $9.73M 0.06% +9,890 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,127 shares; 2024Q4: 160,995 shares; 2025Q1: 157,463 shares; 2025Q2: 155,539 shares; 2025Q3: 162,123 shares 162,123 $9.71M 0.06% +6,584 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,858 shares; 2025Q3: 193,496 shares 193,496 $9.69M 0.06% +17,638 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: 36,256 shares; 2024Q4: 36,320 shares; 2025Q1: 35,542 shares; 2025Q2: 35,286 shares; 2025Q3: 41,028 shares 41,028 $9.67M 0.06% +5,742 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: 105,271 shares; 2024Q4: 106,189 shares; 2025Q1: 71,882 shares; 2025Q2: 70,136 shares; 2025Q3: 66,111 shares 66,111 $9.67M 0.06% -4,025 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: 272,560 shares; 2024Q4: 254,072 shares; 2025Q1: 183,885 shares; 2025Q2: 215,506 shares; 2025Q3: 223,996 shares 223,996 $9.67M 0.06% +8,490 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: 409,646 shares; 2024Q4: 367,317 shares; 2025Q1: 374,137 shares; 2025Q2: 365,693 shares; 2025Q3: 396,938 shares 396,938 $9.66M 0.06% +31,245 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: 365,947 shares; 2024Q4: 378,893 shares; 2025Q1: 384,484 shares; 2025Q2: 410,446 shares; 2025Q3: 410,349 shares 410,349 $9.59M 0.05% -97 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: 121,185 shares; 2024Q4: 113,322 shares; 2025Q1: 111,814 shares; 2025Q2: 118,688 shares; 2025Q3: 137,448 shares 137,448 $9.58M 0.05% +18,760 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: 92,741 shares; 2024Q4: 98,319 shares; 2025Q1: 97,700 shares; 2025Q2: 78,901 shares; 2025Q3: 73,569 shares 73,569 $9.56M 0.05% -5,332 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: 34,065 shares; 2024Q4: 34,982 shares; 2025Q1: 36,249 shares; 2025Q2: 38,146 shares; 2025Q3: 41,418 shares 41,418 $9.5M 0.05% +3,272 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,438 shares; 2024Q4: 156,600 shares; 2025Q1: 150,749 shares; 2025Q2: 153,756 shares; 2025Q3: 155,777 shares 155,777 $9.42M 0.05% +2,021 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: 154,057 shares; 2024Q4: 139,334 shares; 2025Q1: 145,999 shares; 2025Q2: 142,942 shares; 2025Q3: 131,971 shares 131,971 $9.42M 0.05% -10,971 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: 19,870 shares; 2024Q4: 21,273 shares; 2025Q1: 22,148 shares; 2025Q2: 23,951 shares; 2025Q3: 26,715 shares 26,715 $9.38M 0.05% +2,764 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,084 shares; 2024Q4: 927,528 shares; 2025Q1: 677,977 shares; 2025Q2: 821,564 shares; 2025Q3: 627,322 shares 627,322 $9.37M 0.05% -194,242 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,586 shares; 2024Q4: 86,980 shares; 2025Q1: 83,621 shares; 2025Q2: 79,791 shares; 2025Q3: 79,787 shares 79,787 $9.34M 0.05% -4 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,876 shares; 2024Q4: 291,464 shares; 2025Q1: 279,303 shares; 2025Q2: 290,933 shares; 2025Q3: 280,740 shares 280,740 $9.34M 0.05% -10,193 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: 116,054 shares; 2024Q4: 372,303 shares; 2025Q1: 385,566 shares; 2025Q2: 405,509 shares; 2025Q3: 406,713 shares 406,713 $9.33M 0.05% +1,204 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,850 shares; 2024Q4: 118,846 shares; 2025Q1: 138,256 shares; 2025Q2: 173,594 shares; 2025Q3: 167,392 shares 167,392 $9.33M 0.05% -6,202 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,824 shares; 2024Q4: 22,595 shares; 2025Q1: 9,906 shares; 2025Q2: 9,043 shares; 2025Q3: 9,649 shares 9,649 $9.21M 0.05% +606 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,514 shares; 2025Q1: 153,234 shares; 2025Q2: 11,196 shares; 2025Q3: 246,392 shares 246,392 $9.16M 0.05% +235,196 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: 36,602 shares; 2024Q4: 39,479 shares; 2025Q1: 34,290 shares; 2025Q2: 37,137 shares; 2025Q3: 85,526 shares 85,526 $9.13M 0.05% +48,389 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,023 shares; 2024Q4: 378,165 shares; 2025Q1: 386,086 shares; 2025Q2: 410,746 shares; 2025Q3: 457,110 shares 457,110 $8.94M 0.05% +46,364 Timeline IVLU 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: 137,345 shares; 2024Q4: 152,517 shares; 2025Q1: 241,708 shares; 2025Q2: 263,917 shares; 2025Q3: 251,850 shares 251,850 $8.94M 0.05% -12,067 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,468 shares; 2024Q4: 524,547 shares; 2025Q1: 570,209 shares; 2025Q2: 416,627 shares; 2025Q3: 431,035 shares 431,035 $8.92M 0.05% +14,408 JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,277 shares; 2024Q4: 75,655 shares; 2025Q1: 79,375 shares; 2025Q2: 142,194 shares; 2025Q3: 184,751 shares 184,751 $8.9M 0.05% +42,557 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,288 shares; 2024Q4: 343,314 shares; 2025Q1: 353,629 shares; 2025Q2: 387,235 shares; 2025Q3: 449,067 shares 449,067 $8.85M 0.05% +61,832 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: 18,703 shares; 2024Q4: 19,098 shares; 2025Q1: 20,782 shares; 2025Q2: 24,325 shares; 2025Q3: 24,178 shares 24,178 $8.84M 0.05% -147 Timeline IGRO 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: 119,063 shares; 2024Q4: 120,547 shares; 2025Q1: 116,747 shares; 2025Q2: 104,367 shares; 2025Q3: 110,736 shares 110,736 $8.82M 0.05% +6,369 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: 239,195 shares; 2024Q4: 235,055 shares; 2025Q1: 147,504 shares; 2025Q2: 131,554 shares; 2025Q3: 130,519 shares 130,519 $8.75M 0.05% -1,035 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,016 shares; 2024Q4: 123,319 shares; 2025Q1: 98,966 shares; 2025Q2: 100,482 shares; 2025Q3: 96,410 shares 96,410 $8.75M 0.05% -4,072 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,572 shares; 2024Q4: 45,031 shares; 2025Q1: 45,879 shares; 2025Q2: 44,280 shares; 2025Q3: 51,799 shares 51,799 $8.67M 0.05% +7,519 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,228 shares; 2024Q4: 26,836 shares; 2025Q1: 26,397 shares; 2025Q2: 29,615 shares; 2025Q3: 35,172 shares 35,172 $8.66M 0.05% +5,557 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: 86,297 shares; 2024Q4: 87,063 shares; 2025Q1: 88,951 shares; 2025Q2: 126,778 shares; 2025Q3: 104,049 shares 104,049 $8.63M 0.05% -22,729 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: 321,840 shares; 2024Q4: 335,084 shares; 2025Q1: 340,151 shares; 2025Q2: 345,099 shares; 2025Q3: 324,697 shares 324,697 $8.56M 0.05% -20,402 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,073 shares; 2024Q4: 94,759 shares; 2025Q1: 98,700 shares; 2025Q2: 102,188 shares; 2025Q3: 108,467 shares 108,467 $8.56M 0.05% +6,279 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,604 shares; 2024Q4: 256,380 shares; 2025Q1: 234,875 shares; 2025Q2: 245,235 shares; 2025Q3: 254,861 shares 254,861 $8.55M 0.05% +9,626 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: 136,462 shares; 2024Q4: 131,085 shares; 2025Q1: 86,667 shares; 2025Q2: 103,619 shares; 2025Q3: 103,726 shares 103,726 $8.54M 0.05% +107 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: 302,523 shares; 2024Q4: 307,613 shares; 2025Q1: 301,773 shares; 2025Q2: 253,445 shares; 2025Q3: 248,411 shares 248,411 $8.54M 0.05% -5,034 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 28,866 shares; 2025Q1: 30,361 shares; 2025Q2: 35,623 shares; 2025Q3: 37,834 shares 37,834 $8.53M 0.05% +2,211 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: 23,120 shares; 2024Q4: 22,443 shares; 2025Q1: 22,906 shares; 2025Q2: 27,002 shares; 2025Q3: 26,597 shares 26,597 $8.51M 0.05% -405 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: 60,668 shares; 2024Q4: 52,804 shares; 2025Q1: 36,853 shares; 2025Q2: 33,858 shares; 2025Q3: 31,782 shares 31,782 $8.49M 0.05% -2,076 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,035 shares; 2024Q4: 66,942 shares; 2025Q1: 66,815 shares; 2025Q2: 76,007 shares; 2025Q3: 86,609 shares 86,609 $8.46M 0.05% +10,602 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,179 shares; 2024Q4: 96,277 shares; 2025Q1: 97,474 shares; 2025Q2: 92,033 shares; 2025Q3: 76,646 shares 76,646 $8.43M 0.05% -15,387 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: 67,204 shares; 2024Q4: 62,763 shares; 2025Q1: 52,642 shares; 2025Q2: 51,873 shares; 2025Q3: 57,648 shares 57,648 $8.39M 0.05% +5,775 Timeline IBDT 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: 273,365 shares; 2024Q4: 294,889 shares; 2025Q1: 306,705 shares; 2025Q2: 307,663 shares; 2025Q3: 328,775 shares 328,775 $8.39M 0.05% +21,112 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,359 shares; 2024Q4: 124,804 shares; 2025Q1: 123,256 shares; 2025Q2: 131,366 shares; 2025Q3: 136,871 shares 136,871 $8.37M 0.05% +5,505 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,179 shares; 2024Q4: 46,682 shares; 2025Q1: 38,923 shares; 2025Q2: 49,703 shares; 2025Q3: 54,909 shares 54,909 $8.28M 0.05% +5,206 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: 66,474 shares; 2024Q4: 63,815 shares; 2025Q1: 60,657 shares; 2025Q2: 63,186 shares; 2025Q3: 66,589 shares 66,589 $8.28M 0.05% +3,403 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,576 shares; 2024Q4: 23,862 shares; 2025Q1: 30,372 shares; 2025Q2: 37,222 shares; 2025Q3: 34,933 shares 34,933 $8.25M 0.05% -2,289 Timeline FNDE 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: 162,979 shares; 2024Q4: 195,306 shares; 2025Q1: 199,561 shares; 2025Q2: 185,367 shares; 2025Q3: 226,654 shares 226,654 $8.2M 0.05% +41,287 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: 127,557 shares; 2024Q4: 125,889 shares; 2025Q1: 108,296 shares; 2025Q2: 91,166 shares; 2025Q3: 100,812 shares 100,812 $8.06M 0.05% +9,646 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,997 shares; 2024Q4: 198,018 shares; 2025Q1: 105,761 shares; 2025Q2: 97,855 shares; 2025Q3: 94,522 shares 94,522 $8.02M 0.05% -3,333 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,025 shares; 2024Q4: 45,759 shares; 2025Q1: 55,124 shares; 2025Q2: 44,275 shares; 2025Q3: 44,680 shares 44,680 $7.99M 0.05% +405 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: 92,119 shares; 2024Q4: 89,437 shares; 2025Q1: 81,087 shares; 2025Q2: 162,930 shares; 2025Q3: 162,474 shares 162,474 $7.97M 0.05% -456 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,413 shares; 2024Q4: 367,704 shares; 2025Q1: 130,238 shares; 2025Q2: 174,010 shares; 2025Q3: 179,242 shares 179,242 $7.96M 0.05% +5,232 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: 75,027 shares; 2024Q4: 71,493 shares; 2025Q1: 62,653 shares; 2025Q2: 94,143 shares; 2025Q3: 93,487 shares 93,487 $7.86M 0.05% -656 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: 6,860 shares; 2024Q4: 6,942 shares; 2025Q1: 6,067 shares; 2025Q2: 6,234 shares; 2025Q3: 5,933 shares 5,933 $7.82M 0.04% -301 Timeline HYMB 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: 267,213 shares; 2024Q4: 248,532 shares; 2025Q1: 392,443 shares; 2025Q2: 105,756 shares; 2025Q3: 313,438 shares 313,438 $7.81M 0.04% +207,682 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: 58,074 shares; 2024Q4: 56,732 shares; 2025Q1: 56,415 shares; 2025Q2: 55,321 shares; 2025Q3: 55,775 shares 55,775 $7.79M 0.04% +454 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,568 shares; 2024Q4: 49,970 shares; 2025Q1: 49,415 shares; 2025Q2: 52,234 shares; 2025Q3: 54,590 shares 54,590 $7.69M 0.04% +2,356 Timeline BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,728 shares; 2024Q4: 206,133 shares; 2025Q1: 247,948 shares; 2025Q2: 278,621 shares; 2025Q3: 306,375 shares 306,375 $7.68M 0.04% +27,754 IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,741 shares; 2024Q4: 60,861 shares; 2025Q1: 61,408 shares; 2025Q2: 61,729 shares; 2025Q3: 79,536 shares 79,536 $7.67M 0.04% +17,807 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: 330,703 shares; 2024Q4: 312,277 shares; 2025Q1: 159,377 shares; 2025Q2: 126,867 shares; 2025Q3: 124,423 shares 124,423 $7.59M 0.04% -2,444 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,226 shares; 2024Q4: 42,665 shares; 2025Q1: 54,509 shares; 2025Q2: 53,639 shares; 2025Q3: 54,960 shares 54,960 $7.57M 0.04% +1,321 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,396 shares; 2024Q4: 228,966 shares; 2025Q1: 244,777 shares; 2025Q2: 282,808 shares; 2025Q3: 367,149 shares 367,149 $7.55M 0.04% +84,341 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: 33,596 shares; 2024Q4: 34,506 shares; 2025Q1: 26,475 shares; 2025Q2: 27,896 shares; 2025Q3: 27,379 shares 27,379 $7.5M 0.04% -517 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 17,012 shares; 2025Q1: 20,343 shares; 2025Q2: 19,486 shares; 2025Q3: 17,108 shares 17,108 $7.45M 0.04% -2,378 Timeline EZU 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: 142,032 shares; 2024Q4: 135,504 shares; 2025Q1: 99,014 shares; 2025Q2: 114,618 shares; 2025Q3: 119,701 shares 119,701 $7.41M 0.04% +5,083 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,714 shares; 2024Q4: 18,378 shares; 2025Q1: 18,298 shares; 2025Q2: 18,507 shares; 2025Q3: 9,451 shares 9,451 $7.4M 0.04% -9,056 Timeline IEV 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: 102,956 shares; 2024Q4: 121,793 shares; 2025Q1: 116,898 shares; 2025Q2: 116,834 shares; 2025Q3: 112,341 shares 112,341 $7.36M 0.04% -4,493 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,994 shares; 2024Q4: 122,282 shares; 2025Q1: 179,995 shares; 2025Q2: 194,111 shares; 2025Q3: 225,463 shares 225,463 $7.35M 0.04% +31,352 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: 13,716 shares; 2024Q4: 14,215 shares; 2025Q1: 14,362 shares; 2025Q2: 14,310 shares; 2025Q3: 14,052 shares 14,052 $7.35M 0.04% -258 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,073 shares; 2024Q4: 146,783 shares; 2025Q1: 128,843 shares; 2025Q2: 135,674 shares; 2025Q3: 145,895 shares 145,895 $7.35M 0.04% +10,221 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: 457,784 shares; 2024Q4: 403,867 shares; 2025Q1: 404,584 shares; 2025Q2: 409,784 shares; 2025Q3: 291,202 shares 291,202 $7.34M 0.04% -118,582 KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,890 shares; 2024Q4: 531,773 shares; 2025Q1: 518,078 shares; 2025Q2: 494,616 shares; 2025Q3: 451,442 shares 451,442 $7.33M 0.04% -43,174 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 34,386 shares; 2025Q1: 32,900 shares; 2025Q2: 33,143 shares; 2025Q3: 32,911 shares 32,911 $7.31M 0.04% -232 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,841 shares; 2024Q4: 76,425 shares; 2025Q1: 75,100 shares; 2025Q2: 83,496 shares; 2025Q3: 91,125 shares 91,125 $7.31M 0.04% +7,629 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,726 shares; 2024Q4: 145,480 shares; 2025Q1: 147,106 shares; 2025Q2: 114,741 shares; 2025Q3: 143,728 shares 143,728 $7.29M 0.04% +28,987 Timeline JPME 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: 44,952 shares; 2024Q4: 45,578 shares; 2025Q1: 45,463 shares; 2025Q2: 45,824 shares; 2025Q3: 67,014 shares 67,014 $7.27M 0.04% +21,190 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: 34,549 shares; 2024Q4: 37,808 shares; 2025Q1: 33,985 shares; 2025Q2: 38,722 shares; 2025Q3: 41,002 shares 41,002 $7.25M 0.04% +2,280 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: 1,737 shares; 2024Q4: 1,596 shares; 2025Q1: 1,501 shares; 2025Q2: 1,586 shares; 2025Q3: 1,340 shares 1,340 $7.23M 0.04% -246 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,776 shares; 2024Q4: 79,114 shares; 2025Q1: 79,047 shares; 2025Q2: 255,851 shares; 2025Q3: 278,936 shares 278,936 $7.2M 0.04% +23,085 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,682 shares; 2024Q4: 166,356 shares; 2025Q1: 128,085 shares; 2025Q2: 124,110 shares; 2025Q3: 153,142 shares 153,142 $7.19M 0.04% +29,032 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: 13,921 shares; 2024Q4: 13,798 shares; 2025Q1: 13,632 shares; 2025Q2: 13,706 shares; 2025Q3: 14,842 shares 14,842 $7.18M 0.04% +1,136 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,903 shares; 2024Q4: 278,775 shares; 2025Q1: 289,900 shares; 2025Q2: 333,255 shares; 2025Q3: 380,370 shares 380,370 $7.15M 0.04% +47,115 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,981 shares; 2024Q4: 37,634 shares; 2025Q1: 69,187 shares; 2025Q2: 129,057 shares; 2025Q3: 268,823 shares 268,823 $7.1M 0.04% +139,766 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: 104,510 shares; 2024Q4: 112,789 shares; 2025Q1: 123,770 shares; 2025Q2: 119,673 shares; 2025Q3: 119,284 shares 119,284 $7.07M 0.04% -389 XLRE 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: 116,933 shares; 2024Q4: 103,060 shares; 2025Q1: 104,209 shares; 2025Q2: 120,266 shares; 2025Q3: 167,463 shares 167,463 $7.06M 0.04% +47,197 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,515 shares; 2024Q4: 22,822 shares; 2025Q1: 23,869 shares; 2025Q2: 22,735 shares; 2025Q3: 22,906 shares 22,906 $7.05M 0.04% +171 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: 77,197 shares; 2024Q4: 72,632 shares; 2025Q1: 73,235 shares; 2025Q2: 76,349 shares; 2025Q3: 72,926 shares 72,926 $7.04M 0.04% -3,423 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409,954 shares; 2025Q3: 431,972 shares 431,972 $6.98M 0.04% +22,018 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,616 shares; 2024Q4: 115,180 shares; 2025Q1: 112,412 shares; 2025Q2: 114,122 shares; 2025Q3: 115,748 shares 115,748 $6.9M 0.04% +1,626 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,946 shares; 2024Q4: 83,754 shares; 2025Q1: 45,507 shares; 2025Q2: 42,348 shares; 2025Q3: 120,867 shares 120,867 $6.89M 0.04% +78,519 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845,242 shares; 2024Q4: 900,338 shares; 2025Q1: not reported; 2025Q2: 160,093 shares; 2025Q3: 200,144 shares 200,144 $6.86M 0.04% +40,051 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: 34,715 shares; 2024Q4: 31,977 shares; 2025Q1: 40,916 shares; 2025Q2: 49,657 shares; 2025Q3: 50,496 shares 50,496 $6.84M 0.04% +839 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: 257,329 shares; 2024Q4: 251,821 shares; 2025Q1: 156,784 shares; 2025Q2: 227,558 shares; 2025Q3: 236,091 shares 236,091 $6.8M 0.04% +8,533 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,133 shares; 2024Q4: 12,110 shares; 2025Q1: 11,825 shares; 2025Q2: 17,686 shares; 2025Q3: 31,313 shares 31,313 $6.72M 0.04% +13,627 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: 50,615 shares; 2024Q4: 61,813 shares; 2025Q1: 60,775 shares; 2025Q2: 76,725 shares; 2025Q3: 75,759 shares 75,759 $6.7M 0.04% -966 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,247 shares; 2024Q4: 118,351 shares; 2025Q1: 115,170 shares; 2025Q2: 135,388 shares; 2025Q3: 146,683 shares 146,683 $6.7M 0.04% +11,295 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,495 shares; 2025Q3: 145,095 shares 145,095 $6.69M 0.04% +38,600 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,933 shares; 2024Q4: 18,065 shares; 2025Q1: 17,365 shares; 2025Q2: 16,607 shares; 2025Q3: 39,869 shares 39,869 $6.68M 0.04% +23,262 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,669 shares; 2024Q4: 64,363 shares; 2025Q1: 53,582 shares; 2025Q2: 53,854 shares; 2025Q3: 53,066 shares 53,066 $6.68M 0.04% -788 Timeline ATI ATI INC More: the full row for ATI 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: 81,636 shares 81,636 $6.64M 0.04% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,377 shares; 2024Q4: 114,352 shares; 2025Q1: 109,048 shares; 2025Q2: 128,786 shares; 2025Q3: 132,394 shares 132,394 $6.62M 0.04% +3,608 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: 111,271 shares; 2024Q4: 104,633 shares; 2025Q1: 94,334 shares; 2025Q2: 96,892 shares; 2025Q3: 82,630 shares 82,630 $6.61M 0.04% -14,262 Timeline IYJ 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: 16,217 shares; 2024Q4: 23,924 shares; 2025Q1: 31,262 shares; 2025Q2: 40,200 shares; 2025Q3: 45,020 shares 45,020 $6.57M 0.04% +4,820 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: 98,542 shares; 2024Q4: 94,085 shares; 2025Q1: 86,058 shares; 2025Q2: 109,594 shares; 2025Q3: 131,453 shares 131,453 $6.55M 0.04% +21,859 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: 65,130 shares; 2024Q4: 63,288 shares; 2025Q1: 64,674 shares; 2025Q2: 64,722 shares; 2025Q3: 68,226 shares 68,226 $6.54M 0.04% +3,504 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,474 shares 261,474 $6.54M 0.04% new Timeline XSMO 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: 25,694 shares; 2024Q4: 30,951 shares; 2025Q1: 59,582 shares; 2025Q2: 72,195 shares; 2025Q3: 88,589 shares 88,589 $6.52M 0.04% +16,394 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: 145,634 shares; 2024Q4: 194,430 shares; 2025Q1: 124,374 shares; 2025Q2: 122,693 shares; 2025Q3: 122,174 shares 122,174 $6.48M 0.04% -519 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,542 shares; 2024Q4: 70,467 shares; 2025Q1: 70,676 shares; 2025Q2: 68,558 shares; 2025Q3: 100,146 shares 100,146 $6.48M 0.04% +31,588 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 18,695 shares; 2025Q1: 86,062 shares; 2025Q2: 89,183 shares; 2025Q3: 90,844 shares 90,844 $6.46M 0.04% +1,661 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,331 shares; 2024Q4: 201,192 shares; 2025Q1: 207,272 shares; 2025Q2: 223,092 shares; 2025Q3: 382,142 shares 382,142 $6.46M 0.04% +159,050 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: 87,447 shares; 2024Q4: 96,430 shares; 2025Q1: 92,169 shares; 2025Q2: 117,176 shares; 2025Q3: 121,246 shares 121,246 $6.44M 0.04% +4,070 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: 166,381 shares; 2024Q4: 172,846 shares; 2025Q1: 171,406 shares; 2025Q2: 187,591 shares; 2025Q3: 180,737 shares 180,737 $6.42M 0.04% -6,854 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,462 shares; 2024Q4: 38,790 shares; 2025Q1: 39,275 shares; 2025Q2: 48,644 shares; 2025Q3: 57,961 shares 57,961 $6.4M 0.04% +9,317 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,564 shares; 2024Q4: 27,004 shares; 2025Q1: 23,954 shares; 2025Q2: 23,660 shares; 2025Q3: 23,571 shares 23,571 $6.39M 0.04% -89 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,514 shares; 2024Q4: 81,450 shares; 2025Q1: 98,438 shares; 2025Q2: 140,448 shares; 2025Q3: 229,101 shares 229,101 $6.36M 0.04% +88,653 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,812 shares; 2024Q4: 222,084 shares; 2025Q1: 218,510 shares; 2025Q2: 237,653 shares; 2025Q3: 182,780 shares 182,780 $6.35M 0.04% -54,873 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,799 shares; 2024Q4: 235,570 shares; 2025Q1: 249,284 shares; 2025Q2: 271,979 shares; 2025Q3: 173,972 shares 173,972 $6.32M 0.04% -98,007 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,137 shares; 2024Q4: 507,339 shares; 2025Q1: 514,741 shares; 2025Q2: 485,599 shares; 2025Q3: 526,414 shares 526,414 $6.3M 0.04% +40,815 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,399 shares; 2024Q4: 16,632 shares; 2025Q1: 17,684 shares; 2025Q2: 19,582 shares; 2025Q3: 18,915 shares 18,915 $6.29M 0.04% -667 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: 44,480 shares; 2024Q4: 49,335 shares; 2025Q1: 42,745 shares; 2025Q2: 44,534 shares; 2025Q3: 52,520 shares 52,520 $6.28M 0.04% +7,986 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,008 shares; 2024Q4: 77,710 shares; 2025Q1: 72,497 shares; 2025Q2: 67,241 shares; 2025Q3: 65,572 shares 65,572 $6.26M 0.04% -1,669 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 15,719 shares; 2025Q1: 21,936 shares; 2025Q2: 21,877 shares; 2025Q3: 22,860 shares 22,860 $6.26M 0.04% +983 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: 40,828 shares; 2024Q4: 39,973 shares; 2025Q1: 41,126 shares; 2025Q2: 39,902 shares; 2025Q3: 41,024 shares 41,024 $6.24M 0.04% +1,122 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 5,060 shares; 2025Q1: 6,197 shares; 2025Q2: 6,595 shares; 2025Q3: 21,644 shares 21,644 $6.23M 0.04% +15,049 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,991 shares; 2024Q4: 25,700 shares; 2025Q1: 21,273 shares; 2025Q2: 19,227 shares; 2025Q3: 19,228 shares 19,228 $6.22M 0.04% +1 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,057 shares; 2024Q4: 36,853 shares; 2025Q1: 87,044 shares; 2025Q2: 92,153 shares; 2025Q3: 109,673 shares 109,673 $6.22M 0.04% +17,520 Timeline RFV 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: 38,936 shares; 2024Q4: 39,050 shares; 2025Q1: 39,109 shares; 2025Q2: 40,470 shares; 2025Q3: 48,305 shares 48,305 $6.2M 0.04% +7,835 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,532 shares; 2024Q4: 167,151 shares; 2025Q1: 207,259 shares; 2025Q2: 234,625 shares; 2025Q3: 163,222 shares 163,222 $6.17M 0.04% -71,403 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,965 shares; 2025Q2: 154,747 shares; 2025Q3: 120,974 shares 120,974 $6.13M 0.04% -33,773 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,576 shares; 2024Q4: 77,252 shares; 2025Q1: 71,968 shares; 2025Q2: 71,310 shares; 2025Q3: 73,488 shares 73,488 $6.13M 0.04% +2,178 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,182 shares; 2024Q4: 255,416 shares; 2025Q1: 259,907 shares; 2025Q2: 237,129 shares; 2025Q3: 278,771 shares 278,771 $6.1M 0.03% +41,642 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,737 shares; 2025Q1: 64,387 shares; 2025Q2: 164,752 shares; 2025Q3: 244,027 shares 244,027 $6.1M 0.03% +79,275 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: 25,176 shares; 2024Q4: 28,015 shares; 2025Q1: 25,146 shares; 2025Q2: 23,917 shares; 2025Q3: 19,803 shares 19,803 $6.09M 0.03% -4,114 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: 36,251 shares; 2024Q4: 34,074 shares; 2025Q1: 38,316 shares; 2025Q2: 19,636 shares; 2025Q3: 23,307 shares 23,307 $6.07M 0.03% +3,671 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 14,808 shares; 2025Q1: 10,503 shares; 2025Q2: 10,329 shares; 2025Q3: 10,338 shares 10,338 $6.06M 0.03% +9 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: 13,273 shares; 2024Q4: 13,680 shares; 2025Q1: 12,462 shares; 2025Q2: 14,736 shares; 2025Q3: 14,021 shares 14,021 $5.98M 0.03% -715 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: 16,286 shares; 2024Q4: 16,374 shares; 2025Q1: 13,012 shares; 2025Q2: 13,364 shares; 2025Q3: 12,149 shares 12,149 $5.97M 0.03% -1,215 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: 45,366 shares; 2024Q4: 51,881 shares; 2025Q1: 52,141 shares; 2025Q2: 34,749 shares; 2025Q3: 48,327 shares 48,327 $5.92M 0.03% +13,578 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: 13,211 shares; 2024Q4: 12,932 shares; 2025Q1: 12,803 shares; 2025Q2: 13,791 shares; 2025Q3: 16,899 shares 16,899 $5.91M 0.03% +3,108 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,483 shares; 2024Q4: 76,818 shares; 2025Q1: 78,370 shares; 2025Q2: 94,279 shares; 2025Q3: 124,184 shares 124,184 $5.9M 0.03% +29,905 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,471 shares; 2025Q3: 166,720 shares 166,720 $5.86M 0.03% +41,249 Timeline SPTI 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: 20,159 shares; 2024Q4: 19,172 shares; 2025Q1: 22,881 shares; 2025Q2: 170,176 shares; 2025Q3: 201,646 shares 201,646 $5.83M 0.03% +31,470 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: 49,572 shares; 2024Q4: 56,869 shares; 2025Q1: 82,791 shares; 2025Q2: 84,334 shares; 2025Q3: 87,000 shares 87,000 $5.82M 0.03% +2,666 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 11,720 shares; 2025Q1: 15,391 shares; 2025Q2: 19,263 shares; 2025Q3: 21,168 shares 21,168 $5.76M 0.03% +1,905 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,910 shares; 2024Q4: 176,843 shares; 2025Q1: 176,892 shares; 2025Q2: 183,480 shares; 2025Q3: 178,796 shares 178,796 $5.71M 0.03% -4,684 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 36,813 shares; 2025Q1: 23,868 shares; 2025Q2: 31,888 shares; 2025Q3: 41,109 shares 41,109 $5.69M 0.03% +9,221 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,414 shares; 2024Q4: 39,564 shares; 2025Q1: 45,825 shares; 2025Q2: 60,216 shares; 2025Q3: 61,732 shares 61,732 $5.69M 0.03% +1,516 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: 19,507 shares; 2024Q4: 18,531 shares; 2025Q1: 17,964 shares; 2025Q2: 16,639 shares; 2025Q3: 15,898 shares 15,898 $5.67M 0.03% -741 Timeline GNMA 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: 130,231 shares; 2024Q4: 133,569 shares; 2025Q1: 127,686 shares; 2025Q2: 131,434 shares; 2025Q3: 127,240 shares 127,240 $5.64M 0.03% -4,194 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,619 shares; 2024Q4: 12,634 shares; 2025Q1: 8,999 shares; 2025Q2: 57,784 shares; 2025Q3: 61,077 shares 61,077 $5.6M 0.03% +3,293 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: 88,182 shares; 2024Q4: 127,543 shares; 2025Q1: 107,343 shares; 2025Q2: 103,388 shares; 2025Q3: 104,466 shares 104,466 $5.58M 0.03% +1,078 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,541 shares; 2024Q4: 56,404 shares; 2025Q1: 60,630 shares; 2025Q2: 43,859 shares; 2025Q3: 44,339 shares 44,339 $5.56M 0.03% +480 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: 89,685 shares; 2024Q4: 92,058 shares; 2025Q1: 87,035 shares; 2025Q2: 89,438 shares; 2025Q3: 67,228 shares 67,228 $5.54M 0.03% -22,210 Timeline