AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113,008 shares; 2024Q4: 1,080,549 shares; 2025Q1: 1,003,364 shares; 2025Q2: 1,048,467 shares; 2025Q3: 1,095,288 shares 1,095,288 $279M 3.29% +46,821 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159,770 shares; 2024Q4: 1,177,296 shares; 2025Q1: 1,110,655 shares; 2025Q2: 1,309,696 shares; 2025Q3: 1,353,322 shares 1,353,322 $253M 2.98% +43,626 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: 461,525 shares; 2024Q4: 445,830 shares; 2025Q1: 409,518 shares; 2025Q2: 366,921 shares; 2025Q3: 376,873 shares 376,873 $231M 2.72% +9,952 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: 335,531 shares; 2024Q4: 330,366 shares; 2025Q1: 306,506 shares; 2025Q2: 321,519 shares; 2025Q3: 339,315 shares 339,315 $227M 2.68% +17,796 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,411 shares; 2024Q4: 355,010 shares; 2025Q1: 336,868 shares; 2025Q2: 340,556 shares; 2025Q3: 334,850 shares 334,850 $223M 2.63% -5,706 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: 348,839 shares; 2024Q4: 345,682 shares; 2025Q1: 323,734 shares; 2025Q2: 342,309 shares; 2025Q3: 368,203 shares 368,203 $191M 2.25% +25,894 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,908 shares; 2024Q4: 588,341 shares; 2025Q1: 555,968 shares; 2025Q2: 595,069 shares; 2025Q3: 620,920 shares 620,920 $136M 1.61% +25,851 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,562 shares; 2024Q4: 216,786 shares; 2025Q1: 196,041 shares; 2025Q2: 202,542 shares; 2025Q3: 225,367 shares 225,367 $135M 1.6% +22,825 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: 1,073,574 shares; 2024Q4: 1,187,370 shares; 2025Q1: 1,357,466 shares; 2025Q2: 1,454,766 shares; 2025Q3: 1,513,741 shares 1,513,741 $113M 1.33% +58,975 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403,515 shares; 2024Q4: 1,466,260 shares; 2025Q1: 1,314,715 shares; 2025Q2: 1,196,326 shares; 2025Q3: 1,229,031 shares 1,229,031 $98.5M 1.16% +32,705 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,437 shares; 2024Q4: 527,427 shares; 2025Q1: 513,098 shares; 2025Q2: 472,941 shares; 2025Q3: 468,336 shares 468,336 $98M 1.16% -4,605 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: 658,514 shares; 2024Q4: 669,421 shares; 2025Q1: 626,777 shares; 2025Q2: 646,359 shares; 2025Q3: 646,597 shares 646,597 $91.1M 1.07% +238 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: 101,419 shares; 2024Q4: 101,635 shares; 2025Q1: 97,269 shares; 2025Q2: 101,297 shares; 2025Q3: 110,789 shares 110,789 $81.4M 0.96% +9,492 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: 214,268 shares; 2024Q4: 215,280 shares; 2025Q1: 218,303 shares; 2025Q2: 221,449 shares; 2025Q3: 243,498 shares 243,498 $79.9M 0.94% +22,049 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: 334,330 shares; 2024Q4: 333,011 shares; 2025Q1: 311,183 shares; 2025Q2: 307,067 shares; 2025Q3: 318,950 shares 318,950 $77.5M 0.91% +11,883 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: 1,267,963 shares; 2024Q4: 1,110,251 shares; 2025Q1: 1,099,524 shares; 2025Q2: 950,174 shares; 2025Q3: 975,108 shares 975,108 $76.4M 0.9% +24,934 Timeline SPTM 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: 810,946 shares; 2024Q4: 812,359 shares; 2025Q1: 798,657 shares; 2025Q2: 820,469 shares; 2025Q3: 935,985 shares 935,985 $75.5M 0.89% +115,516 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: 926,990 shares; 2024Q4: 1,045,739 shares; 2025Q1: 988,937 shares; 2025Q2: 1,025,631 shares; 2025Q3: 1,143,391 shares 1,143,391 $75.4M 0.89% +117,760 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: 1,103,432 shares; 2024Q4: 1,113,256 shares; 2025Q1: 1,106,990 shares; 2025Q2: 1,090,149 shares; 2025Q3: 1,122,716 shares 1,122,716 $73.3M 0.86% +32,567 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: 201,844 shares; 2024Q4: 196,986 shares; 2025Q1: 191,432 shares; 2025Q2: 212,859 shares; 2025Q3: 221,788 shares 221,788 $73.2M 0.86% +8,929 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: 249,556 shares; 2024Q4: 279,734 shares; 2025Q1: 199,868 shares; 2025Q2: 204,079 shares; 2025Q3: 216,584 shares 216,584 $68.3M 0.81% +12,505 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: 398,310 shares; 2024Q4: 401,975 shares; 2025Q1: 363,512 shares; 2025Q2: 342,628 shares; 2025Q3: 347,387 shares 347,387 $65.9M 0.78% +4,759 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132,623 shares; 2024Q4: 1,154,334 shares; 2025Q1: 1,529,574 shares; 2025Q2: 1,511,634 shares; 2025Q3: 1,548,294 shares 1,548,294 $62.5M 0.74% +36,660 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: 158,591 shares; 2024Q4: 635,044 shares; 2025Q1: 827,593 shares; 2025Q2: 836,476 shares; 2025Q3: 1,013,268 shares 1,013,268 $60M 0.71% +176,792 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: 532,674 shares; 2024Q4: 545,459 shares; 2025Q1: 469,042 shares; 2025Q2: 457,114 shares; 2025Q3: 453,061 shares 453,061 $53.8M 0.63% -4,053 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: 54,977 shares; 2024Q4: 56,109 shares; 2025Q1: 51,508 shares; 2025Q2: 52,282 shares; 2025Q3: 55,944 shares 55,944 $51.8M 0.61% +3,662 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: 202,186 shares; 2024Q4: 199,545 shares; 2025Q1: 193,999 shares; 2025Q2: 198,786 shares; 2025Q3: 212,142 shares 212,142 $51.7M 0.61% +13,356 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: 1,108,480 shares; 2024Q4: 1,023,906 shares; 2025Q1: 1,015,559 shares; 2025Q2: 1,318,472 shares; 2025Q3: 1,186,453 shares 1,186,453 $50.8M 0.6% -132,019 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: 283,363 shares; 2024Q4: 291,649 shares; 2025Q1: 288,282 shares; 2025Q2: 291,567 shares; 2025Q3: 402,642 shares 402,642 $48.6M 0.57% +111,075 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: 369,544 shares; 2024Q4: 404,554 shares; 2025Q1: 706,127 shares; 2025Q2: 531,359 shares; 2025Q3: 621,623 shares 621,623 $45.6M 0.54% +90,264 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: 106,008 shares; 2024Q4: 107,149 shares; 2025Q1: 102,624 shares; 2025Q2: 104,844 shares; 2025Q3: 110,803 shares 110,803 $44.9M 0.53% +5,959 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,341 shares; 2024Q4: 347,167 shares; 2025Q1: 443,097 shares; 2025Q2: 477,584 shares; 2025Q3: 469,753 shares 469,753 $44M 0.52% -7,831 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: 405,739 shares; 2024Q4: 361,019 shares; 2025Q1: 304,145 shares; 2025Q2: 325,460 shares; 2025Q3: 419,328 shares 419,328 $43.8M 0.52% +93,868 Timeline QDPL 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: 1,023,033 shares; 2024Q4: 1,135,133 shares; 2025Q1: 1,051,964 shares; 2025Q2: 1,036,464 shares; 2025Q3: 1,016,797 shares 1,016,797 $42.6M 0.5% -19,667 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: 99,912 shares; 2024Q4: 96,549 shares; 2025Q1: 86,764 shares; 2025Q2: 91,690 shares; 2025Q3: 95,153 shares 95,153 $42.3M 0.5% +3,463 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,595 shares; 2024Q4: 82,316 shares; 2025Q1: 73,603 shares; 2025Q2: 78,218 shares; 2025Q3: 83,194 shares 83,194 $41.8M 0.49% +4,976 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: 169,380 shares; 2024Q4: 168,119 shares; 2025Q1: 163,100 shares; 2025Q2: 167,920 shares; 2025Q3: 178,266 shares 178,266 $41.3M 0.49% +10,346 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: 23,964 shares; 2024Q4: 26,257 shares; 2025Q1: 26,710 shares; 2025Q2: 254,422 shares; 2025Q3: 294,959 shares 294,959 $40.6M 0.48% +40,537 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: 48,109 shares; 2024Q4: 70,489 shares; 2025Q1: 44,973 shares; 2025Q2: 88,221 shares; 2025Q3: 161,203 shares 161,203 $39.8M 0.47% +72,982 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: 170,499 shares; 2024Q4: 185,861 shares; 2025Q1: 192,547 shares; 2025Q2: 217,749 shares; 2025Q3: 213,918 shares 213,918 $39M 0.46% -3,831 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: 416,702 shares; 2024Q4: 427,249 shares; 2025Q1: 476,233 shares; 2025Q2: 481,513 shares; 2025Q3: 512,774 shares 512,774 $34.5M 0.41% +31,261 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: 194,375 shares; 2024Q4: 184,887 shares; 2025Q1: 202,611 shares; 2025Q2: 221,650 shares; 2025Q3: 173,739 shares 173,739 $34M 0.4% -47,911 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: 262,565 shares; 2024Q4: 263,081 shares; 2025Q1: 214,837 shares; 2025Q2: 206,297 shares; 2025Q3: 171,132 shares 171,132 $33.3M 0.39% -35,165 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: 403,718 shares; 2024Q4: 417,744 shares; 2025Q1: 373,546 shares; 2025Q2: 364,750 shares; 2025Q3: 375,187 shares 375,187 $32.8M 0.39% +10,437 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: 379,839 shares; 2024Q4: 377,032 shares; 2025Q1: 518,465 shares; 2025Q2: 509,195 shares; 2025Q3: 470,317 shares 470,317 $32M 0.38% -38,878 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: 434,619 shares; 2024Q4: 421,708 shares; 2025Q1: 384,103 shares; 2025Q2: 352,065 shares; 2025Q3: 366,568 shares 366,568 $31.9M 0.38% +14,503 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: 101,913 shares; 2024Q4: 104,321 shares; 2025Q1: 101,265 shares; 2025Q2: 99,401 shares; 2025Q3: 113,247 shares 113,247 $31.8M 0.38% +13,846 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: 81,819 shares; 2024Q4: 101,441 shares; 2025Q1: 100,980 shares; 2025Q2: 93,556 shares; 2025Q3: 110,952 shares 110,952 $31.3M 0.37% +17,396 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411,558 shares; 2024Q4: 1,475,592 shares; 2025Q1: 1,793,042 shares; 2025Q2: 1,830,367 shares; 2025Q3: 1,302,912 shares 1,302,912 $31.2M 0.37% -527,455 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: 100,204 shares; 2024Q4: 100,991 shares; 2025Q1: 99,902 shares; 2025Q2: 101,057 shares; 2025Q3: 102,422 shares 102,422 $31.1M 0.37% +1,365 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: 118,541 shares; 2024Q4: 127,806 shares; 2025Q1: 134,214 shares; 2025Q2: 137,931 shares; 2025Q3: 149,960 shares 149,960 $31M 0.37% +12,029 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: 401,329 shares; 2024Q4: 403,593 shares; 2025Q1: 468,110 shares; 2025Q2: 483,371 shares; 2025Q3: 490,413 shares 490,413 $30.9M 0.36% +7,042 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: 262,591 shares; 2024Q4: 260,676 shares; 2025Q1: 256,763 shares; 2025Q2: 255,909 shares; 2025Q3: 273,363 shares 273,363 $30.8M 0.36% +17,454 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,763 shares; 2024Q4: 126,589 shares; 2025Q1: 127,950 shares; 2025Q2: 127,932 shares; 2025Q3: 153,889 shares 153,889 $30.2M 0.36% +25,957 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: 158,557 shares; 2024Q4: 145,548 shares; 2025Q1: 182,650 shares; 2025Q2: 208,161 shares; 2025Q3: 399,941 shares 399,941 $29.1M 0.34% +191,780 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: 286,152 shares; 2024Q4: 476,332 shares; 2025Q1: 394,193 shares; 2025Q2: 477,772 shares; 2025Q3: 502,299 shares 502,299 $28.9M 0.34% +24,527 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,758 shares; 2024Q4: 208,489 shares; 2025Q1: 449,553 shares; 2025Q2: 622,240 shares; 2025Q3: 540,586 shares 540,586 $28.8M 0.34% -81,654 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: 341,754 shares; 2024Q4: 1,055,254 shares; 2025Q1: 1,015,858 shares; 2025Q2: 978,581 shares; 2025Q3: 1,015,767 shares 1,015,767 $27.7M 0.33% +37,186 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: 259,271 shares; 2024Q4: 282,871 shares; 2025Q1: 278,971 shares; 2025Q2: 297,053 shares; 2025Q3: 375,841 shares 375,841 $27.6M 0.33% +78,788 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,296 shares; 2024Q4: 226,244 shares; 2025Q1: 227,736 shares; 2025Q2: 219,769 shares; 2025Q3: 222,954 shares 222,954 $27.6M 0.33% +3,185 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: 38,310 shares; 2024Q4: 40,744 shares; 2025Q1: 42,643 shares; 2025Q2: 49,859 shares; 2025Q3: 57,417 shares 57,417 $27.5M 0.32% +7,558 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: 103,096 shares; 2024Q4: 110,104 shares; 2025Q1: 109,993 shares; 2025Q2: 124,364 shares; 2025Q3: 142,698 shares 142,698 $26.6M 0.31% +18,334 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: 134,322 shares; 2024Q4: 353,926 shares; 2025Q1: 504,334 shares; 2025Q2: 499,946 shares; 2025Q3: 523,541 shares 523,541 $26.6M 0.31% +23,595 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: 99,062 shares; 2024Q4: 103,380 shares; 2025Q1: 100,771 shares; 2025Q2: 115,054 shares; 2025Q3: 120,893 shares 120,893 $26.1M 0.31% +5,839 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: 143,418 shares; 2024Q4: 145,167 shares; 2025Q1: 111,902 shares; 2025Q2: 107,883 shares; 2025Q3: 107,597 shares 107,597 $26M 0.31% -286 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: 503,508 shares; 2024Q4: 512,324 shares; 2025Q1: 440,306 shares; 2025Q2: 556,136 shares; 2025Q3: 543,411 shares 543,411 $25.9M 0.31% -12,725 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: 40,879 shares; 2024Q4: 40,387 shares; 2025Q1: 38,464 shares; 2025Q2: 35,133 shares; 2025Q3: 34,360 shares 34,360 $25.7M 0.3% -773 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: 35,622 shares; 2024Q4: 34,511 shares; 2025Q1: 32,382 shares; 2025Q2: 31,127 shares; 2025Q3: 32,310 shares 32,310 $24.7M 0.29% +1,183 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: 201,335 shares; 2024Q4: 215,488 shares; 2025Q1: 247,279 shares; 2025Q2: 236,356 shares; 2025Q3: 228,936 shares 228,936 $24.4M 0.29% -7,420 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: 52,720 shares; 2024Q4: 53,256 shares; 2025Q1: 103,707 shares; 2025Q2: 73,151 shares; 2025Q3: 66,378 shares 66,378 $23.6M 0.28% -6,773 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: 120,229 shares; 2024Q4: 117,750 shares; 2025Q1: 108,502 shares; 2025Q2: 105,914 shares; 2025Q3: 125,120 shares 125,120 $23.2M 0.27% +19,206 Timeline JPEF 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: 296,775 shares; 2025Q1: 305,316 shares; 2025Q2: 314,949 shares; 2025Q3: 311,055 shares 311,055 $23M 0.27% -3,894 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,109 shares; 2024Q4: 991,408 shares; 2025Q1: 1,039,593 shares; 2025Q2: 958,118 shares; 2025Q3: 1,008,748 shares 1,008,748 $22.7M 0.27% +50,630 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: 158,458 shares; 2024Q4: 159,210 shares; 2025Q1: 169,606 shares; 2025Q2: 167,345 shares; 2025Q3: 147,766 shares 147,766 $22.7M 0.27% -19,579 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: 290,570 shares; 2024Q4: 281,467 shares; 2025Q1: 264,370 shares; 2025Q2: 240,616 shares; 2025Q3: 236,122 shares 236,122 $22.5M 0.26% -4,494 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,325 shares; 2024Q4: 948,981 shares; 2025Q1: 996,970 shares; 2025Q2: 920,066 shares; 2025Q3: 962,692 shares 962,692 $21.5M 0.25% +42,626 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: 207,599 shares; 2024Q4: 200,155 shares; 2025Q1: 187,762 shares; 2025Q2: 192,686 shares; 2025Q3: 208,470 shares 208,470 $21.5M 0.25% +15,784 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: 118,592 shares; 2024Q4: 121,266 shares; 2025Q1: 117,921 shares; 2025Q2: 118,995 shares; 2025Q3: 125,443 shares 125,443 $20.9M 0.25% +6,448 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: 239,933 shares; 2024Q4: 242,046 shares; 2025Q1: 204,580 shares; 2025Q2: 198,673 shares; 2025Q3: 213,357 shares 213,357 $20.6M 0.24% +14,684 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: 10,410 shares; 2024Q4: 8,160 shares; 2025Q1: 8,601 shares; 2025Q2: 20,560 shares; 2025Q3: 27,831 shares 27,831 $20M 0.24% +7,271 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: 6,239 shares; 2024Q4: 10,065 shares; 2025Q1: 16,620 shares; 2025Q2: 154,539 shares; 2025Q3: 165,051 shares 165,051 $20M 0.24% +10,512 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: 31,882 shares; 2024Q4: 38,388 shares; 2025Q1: 41,307 shares; 2025Q2: 235,553 shares; 2025Q3: 240,780 shares 240,780 $20M 0.24% +5,227 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: 59,546 shares; 2024Q4: 57,887 shares; 2025Q1: 50,014 shares; 2025Q2: 52,326 shares; 2025Q3: 58,495 shares 58,495 $20M 0.24% +6,169 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: 295,424 shares; 2024Q4: 370,739 shares; 2025Q1: 325,197 shares; 2025Q2: 275,685 shares; 2025Q3: 324,380 shares 324,380 $19.4M 0.23% +48,695 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: 277,243 shares; 2024Q4: 309,388 shares; 2025Q1: 193,593 shares; 2025Q2: 312,670 shares; 2025Q3: 374,178 shares 374,178 $19M 0.22% +61,508 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: 182,228 shares; 2024Q4: 192,768 shares; 2025Q1: 176,785 shares; 2025Q2: 176,204 shares; 2025Q3: 187,926 shares 187,926 $18.8M 0.22% +11,722 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: 13,947 shares; 2024Q4: 13,890 shares; 2025Q1: 13,426 shares; 2025Q2: 14,582 shares; 2025Q3: 15,605 shares 15,605 $18.7M 0.22% +1,023 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,874 shares; 2024Q4: 77,561 shares; 2025Q1: 76,525 shares; 2025Q2: 74,037 shares; 2025Q3: 70,824 shares 70,824 $18.4M 0.22% -3,213 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: 537,606 shares; 2024Q4: 327,486 shares; 2025Q1: 334,973 shares; 2025Q2: 308,853 shares; 2025Q3: 332,005 shares 332,005 $18.4M 0.22% +23,152 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: 17,675 shares; 2024Q4: 19,540 shares; 2025Q1: 20,428 shares; 2025Q2: 23,781 shares; 2025Q3: 24,130 shares 24,130 $18.3M 0.22% +349 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: 145,127 shares; 2024Q4: 139,401 shares; 2025Q1: 132,032 shares; 2025Q2: 492,949 shares; 2025Q3: 575,065 shares 575,065 $18.2M 0.21% +82,116 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: 63,178 shares; 2024Q4: 110,444 shares; 2025Q1: 60,628 shares; 2025Q2: 64,471 shares; 2025Q3: 62,810 shares 62,810 $17.7M 0.21% -1,661 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,483 shares; 2024Q4: 227,569 shares; 2025Q1: 231,226 shares; 2025Q2: 233,918 shares; 2025Q3: 243,321 shares 243,321 $17.6M 0.21% +9,403 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: 346,000 shares; 2024Q4: 340,897 shares; 2025Q1: 363,520 shares; 2025Q2: 368,208 shares; 2025Q3: 303,847 shares 303,847 $17.5M 0.21% -64,361 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,263 shares; 2024Q4: 57,907 shares; 2025Q1: 56,961 shares; 2025Q2: 58,287 shares; 2025Q3: 59,484 shares 59,484 $17.5M 0.21% +1,197 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: 123,316 shares; 2024Q4: 140,488 shares; 2025Q1: 184,500 shares; 2025Q2: 191,060 shares; 2025Q3: 194,659 shares 194,659 $17.3M 0.2% +3,599 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: 55,909 shares; 2024Q4: 56,222 shares; 2025Q1: 57,449 shares; 2025Q2: 69,631 shares; 2025Q3: 70,030 shares 70,030 $17.3M 0.2% +399 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: 653,184 shares; 2024Q4: 697,886 shares; 2025Q1: 772,268 shares; 2025Q2: 540,585 shares; 2025Q3: 503,183 shares 503,183 $16.8M 0.2% -37,402 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: 38,593 shares; 2024Q4: 47,080 shares; 2025Q1: 51,950 shares; 2025Q2: 65,008 shares; 2025Q3: 68,248 shares 68,248 $16.8M 0.2% +3,240 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: 321,337 shares; 2024Q4: 321,381 shares; 2025Q1: 318,492 shares; 2025Q2: 332,475 shares; 2025Q3: 379,174 shares 379,174 $16.7M 0.2% +46,699 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,457 shares; 2024Q4: 206,379 shares; 2025Q1: 209,840 shares; 2025Q2: 209,549 shares; 2025Q3: 207,766 shares 207,766 $16.4M 0.19% -1,783 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,642 shares; 2024Q4: 177,189 shares; 2025Q1: 172,567 shares; 2025Q2: 168,792 shares; 2025Q3: 174,516 shares 174,516 $16.3M 0.19% +5,724 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,316 shares; 2024Q4: 48,258 shares; 2025Q1: 46,941 shares; 2025Q2: 47,124 shares; 2025Q3: 47,512 shares 47,512 $16.1M 0.19% +388 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: 38,090 shares; 2024Q4: 36,413 shares; 2025Q1: 40,470 shares; 2025Q2: 37,458 shares; 2025Q3: 34,173 shares 34,173 $16M 0.19% -3,285 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: 172,888 shares; 2024Q4: 171,319 shares; 2025Q1: 161,018 shares; 2025Q2: 163,786 shares; 2025Q3: 190,425 shares 190,425 $16M 0.19% +26,639 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: 63,975 shares; 2024Q4: 64,154 shares; 2025Q1: 62,233 shares; 2025Q2: 62,069 shares; 2025Q3: 64,059 shares 64,059 $15.8M 0.19% +1,990 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: 28,366 shares; 2024Q4: 28,537 shares; 2025Q1: 25,566 shares; 2025Q2: 26,517 shares; 2025Q3: 27,641 shares 27,641 $15.7M 0.19% +1,124 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,566 shares; 2024Q4: 165,620 shares; 2025Q1: 162,405 shares; 2025Q2: 152,671 shares; 2025Q3: 203,922 shares 203,922 $15.6M 0.18% +51,251 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,370 shares; 2024Q4: 113,924 shares; 2025Q1: 107,911 shares; 2025Q2: 109,462 shares; 2025Q3: 115,844 shares 115,844 $15.5M 0.18% +6,382 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: 64,854 shares; 2024Q4: 63,136 shares; 2025Q1: 45,383 shares; 2025Q2: 260,576 shares; 2025Q3: 290,156 shares 290,156 $15.4M 0.18% +29,580 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,612 shares; 2024Q4: 44,539 shares; 2025Q1: 43,330 shares; 2025Q2: 41,026 shares; 2025Q3: 38,741 shares 38,741 $15.3M 0.18% -2,285 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: 617,272 shares; 2024Q4: 671,906 shares; 2025Q1: 697,004 shares; 2025Q2: 640,463 shares; 2025Q3: 668,540 shares 668,540 $15.3M 0.18% +28,077 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: 27,587 shares; 2024Q4: 29,023 shares; 2025Q1: 33,413 shares; 2025Q2: 38,097 shares; 2025Q3: 40,780 shares 40,780 $15.3M 0.18% +2,683 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: 62,284 shares; 2024Q4: 63,459 shares; 2025Q1: 65,377 shares; 2025Q2: 65,747 shares; 2025Q3: 65,558 shares 65,558 $15M 0.18% -189 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: 108,703 shares; 2025Q1: 101,043 shares; 2025Q2: 101,251 shares; 2025Q3: 111,531 shares 111,531 $14.9M 0.18% +10,280 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: 436,866 shares; 2024Q4: 341,554 shares; 2025Q1: 318,348 shares; 2025Q2: 319,289 shares; 2025Q3: 321,178 shares 321,178 $14.9M 0.18% +1,889 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: 221,394 shares; 2024Q4: 192,655 shares; 2025Q1: 263,452 shares; 2025Q2: 279,248 shares; 2025Q3: 296,405 shares 296,405 $14.8M 0.17% +17,157 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,720 shares; 2024Q4: 28,190 shares; 2025Q1: 29,093 shares; 2025Q2: 33,828 shares; 2025Q3: 35,081 shares 35,081 $14.5M 0.17% +1,253 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,781 shares; 2024Q4: 291,320 shares; 2025Q1: 254,339 shares; 2025Q2: 311,367 shares; 2025Q3: 312,446 shares 312,446 $14.5M 0.17% +1,079 Timeline SPTS 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: 208,500 shares; 2024Q4: 200,221 shares; 2025Q1: 163,167 shares; 2025Q2: 477,550 shares; 2025Q3: 490,029 shares 490,029 $14.4M 0.17% +12,479 Timeline RWL 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: 174,826 shares; 2024Q4: 80,136 shares; 2025Q1: 60,397 shares; 2025Q2: 62,100 shares; 2025Q3: 126,392 shares 126,392 $14M 0.16% +64,292 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: 345,017 shares; 2024Q4: 387,073 shares; 2025Q1: 358,713 shares; 2025Q2: 247,142 shares; 2025Q3: 254,094 shares 254,094 $13.8M 0.16% +6,952 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,192 shares; 2024Q4: 289,024 shares; 2025Q1: 268,826 shares; 2025Q2: 262,043 shares; 2025Q3: 262,990 shares 262,990 $13.6M 0.16% +947 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: 75,914 shares; 2024Q4: 75,661 shares; 2025Q1: 71,548 shares; 2025Q2: 74,406 shares; 2025Q3: 79,293 shares 79,293 $13.5M 0.16% +4,887 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: 70,768 shares; 2024Q4: 75,717 shares; 2025Q1: 65,128 shares; 2025Q2: 73,401 shares; 2025Q3: 86,457 shares 86,457 $13.4M 0.16% +13,056 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: 136,485 shares; 2024Q4: 126,090 shares; 2025Q1: 113,850 shares; 2025Q2: 137,522 shares; 2025Q3: 145,338 shares 145,338 $13.3M 0.16% +7,816 Timeline XMHQ 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: 93,468 shares; 2024Q4: 99,712 shares; 2025Q1: 121,616 shares; 2025Q2: 156,702 shares; 2025Q3: 125,053 shares 125,053 $13.1M 0.15% -31,649 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: 95,966 shares; 2024Q4: 101,157 shares; 2025Q1: 108,241 shares; 2025Q2: 110,959 shares; 2025Q3: 116,815 shares 116,815 $13M 0.15% +5,856 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: 40,289 shares; 2024Q4: 40,375 shares; 2025Q1: 43,456 shares; 2025Q2: 46,984 shares; 2025Q3: 47,249 shares 47,249 $12.9M 0.15% +265 Timeline GSST 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: not reported; 2024Q4: not reported; 2025Q1: 25,559 shares; 2025Q2: 249,808 shares; 2025Q3: 254,961 shares 254,961 $12.9M 0.15% +5,153 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: 3,839 shares; 2024Q4: 3,849 shares; 2025Q1: 3,809 shares; 2025Q2: 16,409 shares; 2025Q3: 38,784 shares 38,784 $12.9M 0.15% +22,375 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: 96,551 shares; 2024Q4: 97,403 shares; 2025Q1: 54,357 shares; 2025Q2: 56,898 shares; 2025Q3: 421,118 shares 421,118 $12.8M 0.15% +364,220 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: 79,304 shares; 2024Q4: 77,616 shares; 2025Q1: 76,488 shares; 2025Q2: 77,006 shares; 2025Q3: 77,084 shares 77,084 $12.7M 0.15% +78 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,062 shares; 2024Q4: 343,197 shares; 2025Q1: 166,466 shares; 2025Q2: 138,455 shares; 2025Q3: 135,390 shares 135,390 $12.7M 0.15% -3,065 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: 17,101 shares; 2024Q4: 17,382 shares; 2025Q1: 23,888 shares; 2025Q2: 30,695 shares; 2025Q3: 60,218 shares 60,218 $12.6M 0.15% +29,523 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: 26,568 shares; 2024Q4: 26,112 shares; 2025Q1: 25,875 shares; 2025Q2: 24,814 shares; 2025Q3: 25,888 shares 25,888 $12.6M 0.15% +1,074 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,624 shares; 2024Q4: 313,568 shares; 2025Q1: 314,990 shares; 2025Q2: 314,456 shares; 2025Q3: 325,147 shares 325,147 $12.5M 0.15% +10,691 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: 192,028 shares; 2024Q4: 196,601 shares; 2025Q1: 220,960 shares; 2025Q2: 225,739 shares; 2025Q3: 192,618 shares 192,618 $12.5M 0.15% -33,121 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: 12,589 shares; 2024Q4: 14,923 shares; 2025Q1: 16,873 shares; 2025Q2: 22,152 shares; 2025Q3: 25,135 shares 25,135 $12.3M 0.15% +2,983 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: 605,792 shares; 2024Q4: 564,471 shares; 2025Q1: 693,342 shares; 2025Q2: 740,392 shares; 2025Q3: 528,935 shares 528,935 $12.2M 0.14% -211,457 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: 90,085 shares; 2024Q4: 93,747 shares; 2025Q1: 98,796 shares; 2025Q2: 102,562 shares; 2025Q3: 104,477 shares 104,477 $12M 0.14% +1,915 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: 56,786 shares; 2024Q4: 40,299 shares; 2025Q1: 43,308 shares; 2025Q2: 44,063 shares; 2025Q3: 46,754 shares 46,754 $11.9M 0.14% +2,691 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: 47,682 shares; 2024Q4: 39,225 shares; 2025Q1: 38,653 shares; 2025Q2: 38,921 shares; 2025Q3: 39,973 shares 39,973 $11.7M 0.14% +1,052 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: 130,753 shares; 2024Q4: 133,554 shares; 2025Q1: 123,030 shares; 2025Q2: 124,246 shares; 2025Q3: 117,436 shares 117,436 $11.7M 0.14% -6,810 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: 36,421 shares; 2024Q4: 34,330 shares; 2025Q1: 31,408 shares; 2025Q2: 31,382 shares; 2025Q3: 31,721 shares 31,721 $11.6M 0.14% +339 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: 27,890 shares; 2024Q4: 24,451 shares; 2025Q1: 17,717 shares; 2025Q2: 23,112 shares; 2025Q3: 123,810 shares 123,810 $11.6M 0.14% +100,698 Timeline BUFD 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: 432,881 shares; 2024Q4: 462,269 shares; 2025Q1: 455,316 shares; 2025Q2: 443,723 shares; 2025Q3: 410,540 shares 410,540 $11.3M 0.13% -33,183 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: 119,074 shares; 2024Q4: 112,092 shares; 2025Q1: 103,663 shares; 2025Q2: 98,604 shares; 2025Q3: 98,266 shares 98,266 $11.3M 0.13% -338 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: 25,462 shares; 2024Q4: 24,084 shares; 2025Q1: 23,447 shares; 2025Q2: 29,178 shares; 2025Q3: 210,553 shares 210,553 $11.2M 0.13% +181,375 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: 136,768 shares; 2024Q4: 368,317 shares; 2025Q1: 250,532 shares; 2025Q2: 252,645 shares; 2025Q3: 349,587 shares 349,587 $11.2M 0.13% +96,942 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,634 shares; 2025Q2: 47,218 shares; 2025Q3: 76,463 shares 76,463 $11.1M 0.13% +29,245 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: 28,453 shares; 2024Q4: 29,147 shares; 2025Q1: 30,542 shares; 2025Q2: 31,992 shares; 2025Q3: 32,019 shares 32,019 $11.1M 0.13% +27 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: not reported; 2024Q4: not reported; 2025Q1: 127,815 shares; 2025Q2: 133,193 shares; 2025Q3: 138,280 shares 138,280 $11M 0.13% +5,087 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,441 shares; 2024Q4: 241,074 shares; 2025Q1: 243,351 shares; 2025Q2: 437,320 shares; 2025Q3: 393,787 shares 393,787 $11M 0.13% -43,533 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: 88,082 shares; 2024Q4: 82,759 shares; 2025Q1: 75,547 shares; 2025Q2: 71,976 shares; 2025Q3: 75,277 shares 75,277 $11M 0.13% +3,301 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: 114,518 shares; 2024Q4: 84,014 shares; 2025Q1: 79,417 shares; 2025Q2: 83,878 shares; 2025Q3: 98,455 shares 98,455 $10.9M 0.13% +14,577 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: 20,594 shares; 2024Q4: 21,263 shares; 2025Q1: 17,041 shares; 2025Q2: 17,247 shares; 2025Q3: 22,897 shares 22,897 $10.9M 0.13% +5,650 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: 13,274 shares; 2024Q4: 13,304 shares; 2025Q1: 11,961 shares; 2025Q2: 11,254 shares; 2025Q3: 11,426 shares 11,426 $10.9M 0.13% +172 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: 76,261 shares; 2024Q4: 76,077 shares; 2025Q1: 81,065 shares; 2025Q2: 84,235 shares; 2025Q3: 106,985 shares 106,985 $10.8M 0.13% +22,750 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,005 shares; 2024Q4: 364,797 shares; 2025Q1: 340,309 shares; 2025Q2: 342,599 shares; 2025Q3: 438,244 shares 438,244 $10.7M 0.13% +95,645 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,540 shares; 2024Q4: 68,401 shares; 2025Q1: 144,217 shares; 2025Q2: 148,598 shares; 2025Q3: 143,997 shares 143,997 $10.7M 0.13% -4,601 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: 98,651 shares; 2024Q4: 101,556 shares; 2025Q1: 103,765 shares; 2025Q2: 205,910 shares; 2025Q3: 218,214 shares 218,214 $10.7M 0.13% +12,304 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: 46,354 shares; 2024Q4: 47,918 shares; 2025Q1: 45,823 shares; 2025Q2: 53,894 shares; 2025Q3: 58,231 shares 58,231 $10.7M 0.13% +4,337 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: 18,804 shares; 2024Q4: 38,002 shares; 2025Q1: 36,099 shares; 2025Q2: 47,070 shares; 2025Q3: 52,499 shares 52,499 $10.7M 0.13% +5,429 Timeline WELLS FARGO & CO 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: 8,495 shares; 2024Q4: 8,690 shares; 2025Q1: 8,712 shares; 2025Q2: 8,568 shares; 2025Q3: 8,659 shares 8,659 $10.7M 0.13% +91 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: 19,891 shares; 2024Q4: 20,105 shares; 2025Q1: 15,154 shares; 2025Q2: 26,871 shares; 2025Q3: 30,940 shares 30,940 $10.7M 0.13% +4,069 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: 11,701 shares; 2024Q4: 9,429 shares; 2025Q1: 15,738 shares; 2025Q2: 52,407 shares; 2025Q3: 110,305 shares 110,305 $10.7M 0.13% +57,898 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: 38,715 shares; 2024Q4: 31,889 shares; 2025Q1: 29,950 shares; 2025Q2: 31,706 shares; 2025Q3: 30,741 shares 30,741 $10.6M 0.13% -965 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,873 shares; 2024Q4: 30,438 shares; 2025Q1: 30,407 shares; 2025Q2: 29,148 shares; 2025Q3: 31,282 shares 31,282 $10.4M 0.12% +2,134 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: 142,182 shares; 2024Q4: 136,306 shares; 2025Q1: 111,035 shares; 2025Q2: 116,502 shares; 2025Q3: 151,314 shares 151,314 $10.4M 0.12% +34,812 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: 83,704 shares; 2024Q4: 77,450 shares; 2025Q1: 72,157 shares; 2025Q2: 72,210 shares; 2025Q3: 73,559 shares 73,559 $10.3M 0.12% +1,349 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: 32,179 shares; 2024Q4: 32,187 shares; 2025Q1: 32,391 shares; 2025Q2: 31,837 shares; 2025Q3: 31,910 shares 31,910 $10.3M 0.12% +73 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: 345,249 shares; 2024Q4: 292,671 shares; 2025Q1: 216,927 shares; 2025Q2: 213,068 shares; 2025Q3: 204,594 shares 204,594 $10.3M 0.12% -8,474 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,718 shares; 2024Q4: 23,119 shares; 2025Q1: 24,004 shares; 2025Q2: 24,952 shares; 2025Q3: 25,107 shares 25,107 $10.2M 0.12% +155 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: 39,847 shares; 2024Q4: 40,057 shares; 2025Q1: 33,700 shares; 2025Q2: 33,061 shares; 2025Q3: 32,949 shares 32,949 $10.1M 0.12% -112 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,565 shares; 2024Q4: 457,678 shares; 2025Q1: 416,232 shares; 2025Q2: 512,616 shares; 2025Q3: 525,238 shares 525,238 $10.1M 0.12% +12,622 Timeline MINT 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: 19,640 shares; 2024Q4: 84,124 shares; 2025Q1: 128,512 shares; 2025Q2: 86,175 shares; 2025Q3: 100,077 shares 100,077 $10.1M 0.12% +13,902 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: 67,084 shares; 2024Q4: 67,562 shares; 2025Q1: 65,884 shares; 2025Q2: 65,157 shares; 2025Q3: 68,818 shares 68,818 $10.1M 0.12% +3,661 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: 231,714 shares; 2024Q4: 99,810 shares; 2025Q1: 106,098 shares; 2025Q2: 104,715 shares; 2025Q3: 112,383 shares 112,383 $10M 0.12% +7,668 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,446 shares; 2024Q4: 115,229 shares; 2025Q1: 106,183 shares; 2025Q2: 100,897 shares; 2025Q3: 101,167 shares 101,167 $9.97M 0.12% +270 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: 66,183 shares; 2024Q4: 68,707 shares; 2025Q1: 413,131 shares; 2025Q2: 397,397 shares; 2025Q3: 386,126 shares 386,126 $9.85M 0.12% -11,271 Timeline ILOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,788 shares; 2025Q3: 230,994 shares 230,994 $9.82M 0.12% +220,206 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: 72,481 shares; 2024Q4: 73,752 shares; 2025Q1: 76,206 shares; 2025Q2: 94,674 shares; 2025Q3: 99,527 shares 99,527 $9.75M 0.11% +4,853 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: 122,268 shares; 2024Q4: 173,408 shares; 2025Q1: 179,402 shares; 2025Q2: 145,095 shares; 2025Q3: 193,080 shares 193,080 $9.67M 0.11% +47,985 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: 96,745 shares; 2024Q4: 76,476 shares; 2025Q1: 112,892 shares; 2025Q2: 114,270 shares; 2025Q3: 114,241 shares 114,241 $9.58M 0.11% -29 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,170 shares 106,170 $9.56M 0.11% new Timeline FV 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: 170,511 shares; 2024Q4: 170,160 shares; 2025Q1: 159,109 shares; 2025Q2: 156,215 shares; 2025Q3: 154,211 shares 154,211 $9.55M 0.11% -2,004 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: 348,495 shares; 2024Q4: 198,781 shares; 2025Q1: 188,827 shares; 2025Q2: 193,920 shares; 2025Q3: 204,942 shares 204,942 $9.49M 0.11% +11,022 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 16,257 shares; 2025Q1: 17,444 shares; 2025Q2: 17,087 shares; 2025Q3: 202,272 shares 202,272 $9.26M 0.11% +185,185 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: 40,143 shares; 2024Q4: 39,762 shares; 2025Q1: 35,997 shares; 2025Q2: 34,767 shares; 2025Q3: 36,775 shares 36,775 $9.24M 0.11% +2,008 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,429 shares; 2024Q4: 34,133 shares; 2025Q1: 32,743 shares; 2025Q2: 32,217 shares; 2025Q3: 30,043 shares 30,043 $9.16M 0.11% -2,174 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,721 shares; 2025Q1: 8,588 shares; 2025Q2: 8,927 shares; 2025Q3: 9,903 shares 9,903 $9.11M 0.11% +976 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: 222,909 shares; 2024Q4: 217,900 shares; 2025Q1: 204,083 shares; 2025Q2: 206,934 shares; 2025Q3: 199,612 shares 199,612 $9M 0.11% -7,322 Timeline EPI 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: 6,446 shares; 2024Q4: 7,082 shares; 2025Q1: 207,590 shares; 2025Q2: 199,696 shares; 2025Q3: 203,228 shares 203,228 $8.98M 0.11% +3,532 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,461 shares; 2024Q4: 50,901 shares; 2025Q1: 58,862 shares; 2025Q2: 62,905 shares; 2025Q3: 63,927 shares 63,927 $8.9M 0.1% +1,022 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,029 shares; 2024Q4: 27,134 shares; 2025Q1: 25,346 shares; 2025Q2: 28,245 shares; 2025Q3: 31,290 shares 31,290 $8.83M 0.1% +3,045 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: 40,268 shares; 2024Q4: 41,174 shares; 2025Q1: 40,388 shares; 2025Q2: 40,084 shares; 2025Q3: 43,013 shares 43,013 $8.83M 0.1% +2,929 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: 334,714 shares; 2024Q4: 348,025 shares; 2025Q1: 355,644 shares; 2025Q2: 370,984 shares; 2025Q3: 391,901 shares 391,901 $8.79M 0.1% +20,917 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,451 shares; 2024Q4: 110,324 shares; 2025Q1: 99,648 shares; 2025Q2: 98,796 shares; 2025Q3: 95,964 shares 95,964 $8.77M 0.1% -2,832 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: not reported; 2025Q2: 213,618 shares; 2025Q3: 230,737 shares 230,737 $8.74M 0.1% +17,119 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: 168,637 shares; 2024Q4: 134,692 shares; 2025Q1: 83,480 shares; 2025Q2: 89,585 shares; 2025Q3: 145,111 shares 145,111 $8.69M 0.1% +55,526 Timeline BUFQ 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: 294,986 shares; 2024Q4: 353,331 shares; 2025Q1: 344,596 shares; 2025Q2: 241,632 shares; 2025Q3: 249,405 shares 249,405 $8.69M 0.1% +7,773 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,384 shares; 2025Q1: 50,465 shares; 2025Q2: 53,954 shares; 2025Q3: 58,036 shares 58,036 $8.67M 0.1% +4,082 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: 38,573 shares; 2024Q4: 38,840 shares; 2025Q1: 52,960 shares; 2025Q2: 54,006 shares; 2025Q3: 60,893 shares 60,893 $8.67M 0.1% +6,887 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: 9,509 shares; 2024Q4: 9,352 shares; 2025Q1: 9,466 shares; 2025Q2: 9,178 shares; 2025Q3: 9,395 shares 9,395 $8.65M 0.1% +217 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: 133,473 shares; 2024Q4: 132,589 shares; 2025Q1: 122,008 shares; 2025Q2: 117,978 shares; 2025Q3: 129,712 shares 129,712 $8.6M 0.1% +11,734 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,238 shares; 2025Q1: 83,152 shares; 2025Q2: 138,721 shares; 2025Q3: 367,528 shares 367,528 $8.6M 0.1% +228,807 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,954 shares; 2024Q4: 51,230 shares; 2025Q1: 53,401 shares; 2025Q2: 54,265 shares; 2025Q3: 53,377 shares 53,377 $8.53M 0.1% -888 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: 155,442 shares; 2024Q4: 177,771 shares; 2025Q1: 233,139 shares; 2025Q2: 234,479 shares; 2025Q3: 220,962 shares 220,962 $8.4M 0.1% -13,517 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 12,145 shares; 2025Q1: 70,329 shares; 2025Q2: 93,828 shares; 2025Q3: 159,777 shares 159,777 $8.36M 0.1% +65,949 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,252 shares; 2024Q4: 53,750 shares; 2025Q1: 52,332 shares; 2025Q2: 56,204 shares; 2025Q3: 51,622 shares 51,622 $8.35M 0.1% -4,582 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: 112,623 shares; 2024Q4: 118,885 shares; 2025Q1: 131,657 shares; 2025Q2: 65,153 shares; 2025Q3: 123,496 shares 123,496 $8.34M 0.1% +58,343 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: 226,658 shares; 2024Q4: 121,486 shares; 2025Q1: 119,945 shares; 2025Q2: 119,679 shares; 2025Q3: 145,564 shares 145,564 $8.32M 0.1% +25,885 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,881 shares; 2024Q4: 304,153 shares; 2025Q1: 267,308 shares; 2025Q2: 266,616 shares; 2025Q3: 270,353 shares 270,353 $8.3M 0.1% +3,737 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,494 shares; 2025Q1: 5,518 shares; 2025Q2: 11,182 shares; 2025Q3: 13,476 shares 13,476 $8.29M 0.1% +2,294 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,862 shares; 2024Q4: 117,791 shares; 2025Q1: 122,266 shares; 2025Q2: 133,580 shares; 2025Q3: 142,371 shares 142,371 $8.19M 0.1% +8,791 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: 25,505 shares; 2024Q4: 25,143 shares; 2025Q1: 22,147 shares; 2025Q2: 22,599 shares; 2025Q3: 24,983 shares 24,983 $8.15M 0.1% +2,384 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,583 shares; 2025Q2: 95,310 shares; 2025Q3: 115,570 shares 115,570 $8.12M 0.1% +20,260 Timeline VDC 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: 38,464 shares; 2024Q4: 38,917 shares; 2025Q1: 38,941 shares; 2025Q2: 38,499 shares; 2025Q3: 37,646 shares 37,646 $8.05M 0.09% -853 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: 36,263 shares; 2024Q4: 37,220 shares; 2025Q1: 32,287 shares; 2025Q2: 32,371 shares; 2025Q3: 33,860 shares 33,860 $8.02M 0.09% +1,489 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: 13,425 shares; 2024Q4: 13,586 shares; 2025Q1: 13,875 shares; 2025Q2: 14,364 shares; 2025Q3: 14,115 shares 14,115 $7.98M 0.09% -249 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS 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: 118,484 shares; 2025Q2: 156,635 shares; 2025Q3: 159,756 shares 159,756 $7.94M 0.09% +3,121 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: 17,302 shares; 2024Q4: 27,190 shares; 2025Q1: 24,756 shares; 2025Q2: 24,538 shares; 2025Q3: 27,909 shares 27,909 $7.79M 0.09% +3,371 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: 61,356 shares; 2024Q4: 60,669 shares; 2025Q1: 62,997 shares; 2025Q2: 65,856 shares; 2025Q3: 81,813 shares 81,813 $7.79M 0.09% +15,957 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: 17,663 shares; 2024Q4: 17,993 shares; 2025Q1: 17,381 shares; 2025Q2: 16,997 shares; 2025Q3: 17,330 shares 17,330 $7.75M 0.09% +333 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,162 shares; 2024Q4: 43,376 shares; 2025Q1: 42,720 shares; 2025Q2: 42,795 shares; 2025Q3: 46,092 shares 46,092 $7.71M 0.09% +3,297 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: 13,873 shares; 2024Q4: 13,452 shares; 2025Q1: 13,656 shares; 2025Q2: 18,659 shares; 2025Q3: 19,042 shares 19,042 $7.66M 0.09% +383 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,178 shares; 2024Q4: 99,193 shares; 2025Q1: 97,339 shares; 2025Q2: 51,546 shares; 2025Q3: 66,851 shares 66,851 $7.65M 0.09% +15,305 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: 237,761 shares; 2024Q4: 240,392 shares; 2025Q1: 221,314 shares; 2025Q2: 304,014 shares; 2025Q3: 270,541 shares 270,541 $7.64M 0.09% -33,473 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: 135,098 shares; 2024Q4: 140,134 shares; 2025Q1: 128,207 shares; 2025Q2: 215,383 shares; 2025Q3: 140,691 shares 140,691 $7.58M 0.09% -74,692 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: 4,226 shares; 2024Q4: 6,062 shares; 2025Q1: 5,826 shares; 2025Q2: 5,519 shares; 2025Q3: 9,461 shares 9,461 $7.53M 0.09% +3,942 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: 72,530 shares; 2024Q4: 72,312 shares; 2025Q1: 50,389 shares; 2025Q2: 49,027 shares; 2025Q3: 53,494 shares 53,494 $7.49M 0.09% +4,467 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,434 shares; 2024Q4: 77,397 shares; 2025Q1: 73,311 shares; 2025Q2: 73,724 shares; 2025Q3: 73,866 shares 73,866 $7.47M 0.09% +142 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: 34,838 shares; 2024Q4: 34,114 shares; 2025Q1: 32,856 shares; 2025Q2: 33,300 shares; 2025Q3: 35,285 shares 35,285 $7.43M 0.09% +1,985 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: 20,853 shares; 2024Q4: 22,833 shares; 2025Q1: 23,625 shares; 2025Q2: 23,225 shares; 2025Q3: 23,885 shares 23,885 $7.4M 0.09% +660 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,279 shares; 2025Q1: 6,172 shares; 2025Q2: 5,819 shares; 2025Q3: 5,760 shares 5,760 $7.37M 0.09% -59 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: 45,320 shares; 2024Q4: 46,426 shares; 2025Q1: 46,842 shares; 2025Q2: 31,658 shares; 2025Q3: 36,216 shares 36,216 $7.28M 0.09% +4,558 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: 17,839 shares; 2024Q4: 16,821 shares; 2025Q1: 14,726 shares; 2025Q2: 14,299 shares; 2025Q3: 15,417 shares 15,417 $7.15M 0.08% +1,118 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: 25,434 shares; 2024Q4: 25,199 shares; 2025Q1: 22,668 shares; 2025Q2: 35,534 shares; 2025Q3: 43,926 shares 43,926 $7.12M 0.08% +8,392 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,499 shares; 2024Q4: 20,247 shares; 2025Q1: 19,830 shares; 2025Q2: 19,734 shares; 2025Q3: 42,816 shares 42,816 $7.11M 0.08% +23,082 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: 65,629 shares; 2024Q4: 58,941 shares; 2025Q1: 57,525 shares; 2025Q2: 56,408 shares; 2025Q3: 74,589 shares 74,589 $7.07M 0.08% +18,181 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: 25,290 shares; 2024Q4: 31,072 shares; 2025Q1: 26,478 shares; 2025Q2: 27,397 shares; 2025Q3: 29,465 shares 29,465 $7.05M 0.08% +2,068 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: 81,152 shares; 2024Q4: 82,933 shares; 2025Q1: 73,550 shares; 2025Q2: 79,278 shares; 2025Q3: 93,264 shares 93,264 $7.04M 0.08% +13,986 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: 16,278 shares; 2024Q4: 17,137 shares; 2025Q1: 17,407 shares; 2025Q2: 17,394 shares; 2025Q3: 19,001 shares 19,001 $7.02M 0.08% +1,607 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,383 shares; 2024Q4: 20,970 shares; 2025Q1: 21,458 shares; 2025Q2: 22,657 shares; 2025Q3: 25,706 shares 25,706 $7.01M 0.08% +3,049 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: 56,088 shares; 2024Q4: 56,338 shares; 2025Q1: 56,402 shares; 2025Q2: 82,451 shares; 2025Q3: 91,901 shares 91,901 $6.99M 0.08% +9,450 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,427 shares; 2024Q4: 25,689 shares; 2025Q1: 24,136 shares; 2025Q2: 25,780 shares; 2025Q3: 32,091 shares 32,091 $6.93M 0.08% +6,311 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: 27,583 shares; 2024Q4: 52,062 shares; 2025Q1: 65,873 shares; 2025Q2: 97,038 shares; 2025Q3: 164,704 shares 164,704 $6.92M 0.08% +67,666 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: 57,557 shares; 2024Q4: 58,801 shares; 2025Q1: 58,849 shares; 2025Q2: 63,278 shares; 2025Q3: 103,835 shares 103,835 $6.86M 0.08% +40,557 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,653 shares; 2024Q4: 83,516 shares; 2025Q1: 88,287 shares; 2025Q2: 99,598 shares; 2025Q3: 101,606 shares 101,606 $6.8M 0.08% +2,008 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: 16,884 shares; 2024Q4: 86,271 shares; 2025Q1: 93,290 shares; 2025Q2: 99,433 shares; 2025Q3: 119,308 shares 119,308 $6.79M 0.08% +19,875 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: 35,485 shares; 2024Q4: 31,429 shares; 2025Q1: 29,795 shares; 2025Q2: 32,805 shares; 2025Q3: 33,181 shares 33,181 $6.76M 0.08% +376 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: 48,126 shares; 2024Q4: 46,638 shares; 2025Q1: 43,818 shares; 2025Q2: 47,191 shares; 2025Q3: 54,533 shares 54,533 $6.75M 0.08% +7,342 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,250 shares 81,250 $6.75M 0.08% new 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: 100,290 shares; 2024Q4: 95,505 shares; 2025Q1: 97,075 shares; 2025Q2: 104,502 shares; 2025Q3: 110,242 shares 110,242 $6.7M 0.08% +5,740 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,686 shares; 2024Q4: 154,379 shares; 2025Q1: 455,132 shares; 2025Q2: 261,675 shares; 2025Q3: 134,028 shares 134,028 $6.7M 0.08% -127,647 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: 64,518 shares; 2024Q4: 54,722 shares; 2025Q1: 49,181 shares; 2025Q2: 50,570 shares; 2025Q3: 47,858 shares 47,858 $6.66M 0.08% -2,712 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: 86,276 shares; 2024Q4: 81,546 shares; 2025Q1: 74,768 shares; 2025Q2: 73,608 shares; 2025Q3: 78,728 shares 78,728 $6.66M 0.08% +5,120 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,016 shares; 2024Q4: 354,490 shares; 2025Q1: 316,109 shares; 2025Q2: 328,815 shares; 2025Q3: 364,697 shares 364,697 $6.65M 0.08% +35,882 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: 10,665 shares; 2024Q4: 10,832 shares; 2025Q1: 10,794 shares; 2025Q2: 12,209 shares; 2025Q3: 14,474 shares 14,474 $6.62M 0.08% +2,265 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: 25,677 shares; 2024Q4: 26,220 shares; 2025Q1: 26,335 shares; 2025Q2: 25,468 shares; 2025Q3: 25,350 shares 25,350 $6.61M 0.08% -118 Timeline MDYG 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: 44,918 shares; 2024Q4: 48,401 shares; 2025Q1: 62,736 shares; 2025Q2: 69,103 shares; 2025Q3: 72,045 shares 72,045 $6.6M 0.08% +2,942 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: 19,310 shares; 2024Q4: 17,967 shares; 2025Q1: 16,834 shares; 2025Q2: 18,033 shares; 2025Q3: 21,853 shares 21,853 $6.57M 0.08% +3,820 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,710 shares; 2024Q4: 32,839 shares; 2025Q1: 32,998 shares; 2025Q2: 38,131 shares; 2025Q3: 38,420 shares 38,420 $6.56M 0.08% +289 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,135 shares; 2024Q4: 110,706 shares; 2025Q1: 107,686 shares; 2025Q2: 108,276 shares; 2025Q3: 111,078 shares 111,078 $6.47M 0.08% +2,802 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: 8,977 shares; 2024Q4: 9,091 shares; 2025Q1: 8,880 shares; 2025Q2: 9,061 shares; 2025Q3: 9,467 shares 9,467 $6.47M 0.08% +406 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 27,541 shares; 2025Q1: 24,635 shares; 2025Q2: 83,082 shares; 2025Q3: 186,068 shares 186,068 $6.46M 0.08% +102,986 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: 290,370 shares; 2024Q4: 281,526 shares; 2025Q1: 262,752 shares; 2025Q2: 250,377 shares; 2025Q3: 248,824 shares 248,824 $6.34M 0.07% -1,553 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 17,242 shares; 2025Q1: 23,645 shares; 2025Q2: 23,097 shares; 2025Q3: 18,731 shares 18,731 $6.32M 0.07% -4,366 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: 72,092 shares; 2024Q4: 59,173 shares; 2025Q1: 54,295 shares; 2025Q2: 51,638 shares; 2025Q3: 82,670 shares 82,670 $6.32M 0.07% +31,032 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,413 shares; 2024Q4: 142,238 shares; 2025Q1: 155,248 shares; 2025Q2: 146,019 shares; 2025Q3: 146,738 shares 146,738 $6.27M 0.07% +719 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,957 shares; 2024Q4: 98,834 shares; 2025Q1: 116,775 shares; 2025Q2: 117,104 shares; 2025Q3: 122,798 shares 122,798 $6.27M 0.07% +5,694 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: 20,003 shares; 2024Q4: 21,804 shares; 2025Q1: 20,810 shares; 2025Q2: 23,734 shares; 2025Q3: 60,233 shares 60,233 $6.2M 0.07% +36,499 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,079 shares; 2024Q4: 140,158 shares; 2025Q1: 138,045 shares; 2025Q2: 137,913 shares; 2025Q3: 146,162 shares 146,162 $6.19M 0.07% +8,249 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,932 shares; 2024Q4: 104,906 shares; 2025Q1: 43,124 shares; 2025Q2: 46,544 shares; 2025Q3: 61,196 shares 61,196 $6.09M 0.07% +14,652 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: 35,716 shares; 2024Q4: 36,338 shares; 2025Q1: 36,557 shares; 2025Q2: 35,994 shares; 2025Q3: 35,961 shares 35,961 $6.06M 0.07% -33 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,986 shares; 2024Q4: 69,947 shares; 2025Q1: 60,459 shares; 2025Q2: 59,759 shares; 2025Q3: 56,159 shares 56,159 $5.93M 0.07% -3,600 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,371 shares; 2024Q4: 24,083 shares; 2025Q1: 17,051 shares; 2025Q2: 15,531 shares; 2025Q3: 68,696 shares 68,696 $5.93M 0.07% +53,165 Timeline XSOE 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: 140,013 shares; 2024Q4: 146,809 shares; 2025Q1: 155,316 shares; 2025Q2: 167,071 shares; 2025Q3: 154,263 shares 154,263 $5.85M 0.07% -12,808 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: 50,669 shares; 2024Q4: 49,864 shares; 2025Q1: 46,086 shares; 2025Q2: 52,552 shares; 2025Q3: 70,631 shares 70,631 $5.79M 0.07% +18,079 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,593 shares; 2024Q4: 69,716 shares; 2025Q1: 69,379 shares; 2025Q2: 70,773 shares; 2025Q3: 125,178 shares 125,178 $5.77M 0.07% +54,405 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: 32,811 shares; 2024Q4: 32,496 shares; 2025Q1: 20,722 shares; 2025Q2: 20,058 shares; 2025Q3: 22,077 shares 22,077 $5.75M 0.07% +2,019 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: 42,042 shares; 2024Q4: 42,174 shares; 2025Q1: 41,345 shares; 2025Q2: 44,844 shares; 2025Q3: 45,995 shares 45,995 $5.72M 0.07% +1,151 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: 19,123 shares; 2024Q4: 20,178 shares; 2025Q1: 20,050 shares; 2025Q2: 18,880 shares; 2025Q3: 19,194 shares 19,194 $5.71M 0.07% +314 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: 65,534 shares; 2024Q4: 66,465 shares; 2025Q1: 67,942 shares; 2025Q2: 77,312 shares; 2025Q3: 78,288 shares 78,288 $5.71M 0.07% +976 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,433 shares; 2024Q4: 66,816 shares; 2025Q1: 62,419 shares; 2025Q2: 65,119 shares; 2025Q3: 67,356 shares 67,356 $5.66M 0.07% +2,237 Timeline SPIB 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: 133,337 shares; 2024Q4: 148,344 shares; 2025Q1: 149,994 shares; 2025Q2: 154,904 shares; 2025Q3: 166,000 shares 166,000 $5.63M 0.07% +11,096 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: 10,562 shares; 2024Q4: 11,487 shares; 2025Q1: 9,097 shares; 2025Q2: 9,493 shares; 2025Q3: 11,254 shares 11,254 $5.62M 0.07% +1,761 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: 42,550 shares; 2024Q4: 45,073 shares; 2025Q1: 47,929 shares; 2025Q2: 54,828 shares; 2025Q3: 82,495 shares 82,495 $5.6M 0.07% +27,667 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: 8,803 shares; 2024Q4: 9,227 shares; 2025Q1: 9,319 shares; 2025Q2: 9,644 shares; 2025Q3: 11,450 shares 11,450 $5.57M 0.07% +1,806 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 33,429 shares; 2025Q1: 10,952 shares; 2025Q2: 22,889 shares; 2025Q3: 23,100 shares 23,100 $5.54M 0.07% +211 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,608 shares; 2025Q1: 5,585 shares; 2025Q2: 5,523 shares; 2025Q3: 5,708 shares 5,708 $5.53M 0.07% +185 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,784 shares; 2025Q1: 5,789 shares; 2025Q2: 5,867 shares; 2025Q3: 5,821 shares 5,821 $5.43M 0.06% -46 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: 33,700 shares; 2024Q4: 34,231 shares; 2025Q1: 31,030 shares; 2025Q2: 33,240 shares; 2025Q3: 37,492 shares 37,492 $5.42M 0.06% +4,252 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: 6,656 shares; 2024Q4: 6,570 shares; 2025Q1: 4,127 shares; 2025Q2: 27,678 shares; 2025Q3: 42,689 shares 42,689 $5.41M 0.06% +15,011 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: 201,280 shares; 2024Q4: 242,878 shares; 2025Q1: 215,927 shares; 2025Q2: 227,463 shares; 2025Q3: 232,478 shares 232,478 $5.4M 0.06% +5,015 LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,122 shares; 2024Q4: 149,411 shares; 2025Q1: 136,205 shares; 2025Q2: 126,516 shares; 2025Q3: 107,685 shares 107,685 $5.36M 0.06% -18,831 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,598 shares; 2024Q4: 36,271 shares; 2025Q1: 40,153 shares; 2025Q2: 44,624 shares; 2025Q3: 44,207 shares 44,207 $5.36M 0.06% -417 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: 7,711 shares; 2024Q4: 6,745 shares; 2025Q1: 6,562 shares; 2025Q2: 6,798 shares; 2025Q3: 7,361 shares 7,361 $5.28M 0.06% +563 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 13,185 shares; 2025Q1: 23,195 shares; 2025Q2: 25,820 shares; 2025Q3: 46,921 shares 46,921 $5.24M 0.06% +21,101 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: 15,868 shares; 2024Q4: 24,403 shares; 2025Q1: 35,831 shares; 2025Q2: 43,155 shares; 2025Q3: 80,580 shares 80,580 $5.24M 0.06% +37,425 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: 321,596 shares; 2024Q4: 312,772 shares; 2025Q1: 257,349 shares; 2025Q2: 280,511 shares; 2025Q3: 304,377 shares 304,377 $5.22M 0.06% +23,866 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: 173,219 shares; 2024Q4: 151,062 shares; 2025Q1: 135,288 shares; 2025Q2: 125,025 shares; 2025Q3: 116,452 shares 116,452 $5.17M 0.06% -8,573 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: 75,456 shares; 2024Q4: 80,175 shares; 2025Q1: 82,856 shares; 2025Q2: 19,273 shares; 2025Q3: 45,336 shares 45,336 $5.16M 0.06% +26,063 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: 25,956 shares; 2024Q4: 30,439 shares; 2025Q1: 61,486 shares; 2025Q2: 79,791 shares; 2025Q3: 117,465 shares 117,465 $5.16M 0.06% +37,674 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: not reported; 2025Q2: 19,251 shares; 2025Q3: 104,750 shares 104,750 $5.15M 0.06% +85,499 Timeline TMSL 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: 107,602 shares; 2025Q1: 143,111 shares; 2025Q2: 145,415 shares; 2025Q3: 145,929 shares 145,929 $5.13M 0.06% +514 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: 53,022 shares; 2024Q4: 54,414 shares; 2025Q1: 56,036 shares; 2025Q2: 57,580 shares; 2025Q3: 57,708 shares 57,708 $5.1M 0.06% +128 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: 6,191 shares; 2024Q4: 6,259 shares; 2025Q1: 5,667 shares; 2025Q2: 6,619 shares; 2025Q3: 8,308 shares 8,308 $5.06M 0.06% +1,689 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,576 shares; 2024Q4: 41,210 shares; 2025Q1: 41,334 shares; 2025Q2: 39,685 shares; 2025Q3: 39,442 shares 39,442 $5.06M 0.06% -243 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: 31,186 shares; 2024Q4: 34,019 shares; 2025Q1: 38,531 shares; 2025Q2: 41,409 shares; 2025Q3: 40,203 shares 40,203 $5.04M 0.06% -1,206 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,454 shares; 2024Q4: 70,225 shares; 2025Q1: 74,494 shares; 2025Q2: 80,675 shares; 2025Q3: 85,098 shares 85,098 $5.01M 0.06% +4,423 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: 88,461 shares; 2024Q4: 86,748 shares; 2025Q1: 86,952 shares; 2025Q2: 92,947 shares; 2025Q3: 188,691 shares 188,691 $4.99M 0.06% +95,744 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: 37,729 shares; 2024Q4: 35,830 shares; 2025Q1: 33,960 shares; 2025Q2: 30,786 shares; 2025Q3: 31,975 shares 31,975 $4.96M 0.06% +1,189 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: 44,630 shares; 2024Q4: 47,344 shares; 2025Q1: 48,701 shares; 2025Q2: 57,233 shares; 2025Q3: 58,585 shares 58,585 $4.93M 0.06% +1,352 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,980 shares; 2024Q4: 109,258 shares; 2025Q1: 107,929 shares; 2025Q2: 107,972 shares; 2025Q3: 110,158 shares 110,158 $4.92M 0.06% +2,186 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,705 shares 127,705 $4.88M 0.06% new 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: 48,206 shares; 2024Q4: 54,396 shares; 2025Q1: 49,867 shares; 2025Q2: 88,374 shares; 2025Q3: 85,163 shares 85,163 $4.86M 0.06% -3,211 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: 202,913 shares; 2024Q4: 155,756 shares; 2025Q1: 137,667 shares; 2025Q2: 128,652 shares; 2025Q3: 144,912 shares 144,912 $4.86M 0.06% +16,260 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: 48,195 shares; 2024Q4: 228,348 shares; 2025Q1: 224,773 shares; 2025Q2: 136,312 shares; 2025Q3: 184,134 shares 184,134 $4.85M 0.06% +47,822 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: 250,319 shares; 2024Q4: 163,789 shares; 2025Q1: 164,061 shares; 2025Q2: 168,941 shares; 2025Q3: 179,417 shares 179,417 $4.84M 0.06% +10,476 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: 13,706 shares; 2024Q4: 13,470 shares; 2025Q1: 13,016 shares; 2025Q2: 12,730 shares; 2025Q3: 13,749 shares 13,749 $4.83M 0.06% +1,019 Timeline QYLD 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: 140,034 shares; 2024Q4: 109,125 shares; 2025Q1: 84,596 shares; 2025Q2: 275,459 shares; 2025Q3: 280,447 shares 280,447 $4.77M 0.06% +4,988 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,985 shares; 2024Q4: 110,647 shares; 2025Q1: 105,972 shares; 2025Q2: 110,347 shares; 2025Q3: 110,650 shares 110,650 $4.75M 0.06% +303 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: 7,585 shares; 2024Q4: 11,243 shares; 2025Q1: 15,960 shares; 2025Q2: 16,575 shares; 2025Q3: 24,226 shares 24,226 $4.75M 0.06% +7,651 Timeline FELV 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: 157,100 shares; 2025Q1: 290,588 shares; 2025Q2: 202,687 shares; 2025Q3: 141,327 shares 141,327 $4.74M 0.06% -61,360 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: 38,603 shares; 2024Q4: 37,529 shares; 2025Q1: 36,538 shares; 2025Q2: 32,627 shares; 2025Q3: 32,482 shares 32,482 $4.73M 0.06% -145 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: 158,162 shares; 2024Q4: 170,297 shares; 2025Q1: 159,677 shares; 2025Q2: 160,105 shares; 2025Q3: 159,192 shares 159,192 $4.72M 0.06% -913 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 18,308 shares; 2025Q1: 18,879 shares; 2025Q2: 19,407 shares; 2025Q3: 19,598 shares 19,598 $4.67M 0.06% +191 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: 11,541 shares; 2024Q4: 8,453 shares; 2025Q1: 8,556 shares; 2025Q2: 9,249 shares; 2025Q3: 10,163 shares 10,163 $4.65M 0.05% +914 Timeline SCHP 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: 48,461 shares; 2024Q4: 148,211 shares; 2025Q1: 154,153 shares; 2025Q2: 150,838 shares; 2025Q3: 170,685 shares 170,685 $4.6M 0.05% +19,847 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,132 shares; 2024Q4: 158,639 shares; 2025Q1: 145,037 shares; 2025Q2: 134,034 shares; 2025Q3: 116,884 shares 116,884 $4.58M 0.05% -17,150 Timeline RDVI 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: 8,446 shares; 2025Q1: 23,662 shares; 2025Q2: 163,639 shares; 2025Q3: 176,950 shares 176,950 $4.57M 0.05% +13,311 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: 44,974 shares; 2024Q4: 43,280 shares; 2025Q1: 38,093 shares; 2025Q2: 38,616 shares; 2025Q3: 47,874 shares 47,874 $4.57M 0.05% +9,258 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,443 shares; 2024Q4: 71,551 shares; 2025Q1: 76,461 shares; 2025Q2: 79,636 shares; 2025Q3: 65,194 shares 65,194 $4.56M 0.05% -14,442 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,252 shares; 2024Q4: 14,191 shares; 2025Q1: 6,825 shares; 2025Q2: 7,079 shares; 2025Q3: 123,788 shares 123,788 $4.52M 0.05% +116,709 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,760 shares 47,760 $4.52M 0.05% new 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: 616 shares; 2024Q4: 556 shares; 2025Q1: 520 shares; 2025Q2: 677 shares; 2025Q3: 832 shares 832 $4.49M 0.05% +155 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,566 shares; 2024Q4: 15,956 shares; 2025Q1: 16,686 shares; 2025Q2: 17,333 shares; 2025Q3: 18,030 shares 18,030 $4.46M 0.05% +697 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: 60,059 shares; 2024Q4: 61,407 shares; 2025Q1: 60,820 shares; 2025Q2: 63,903 shares; 2025Q3: 70,772 shares 70,772 $4.42M 0.05% +6,869 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 81,400 shares; 2025Q1: 80,826 shares; 2025Q2: 78,892 shares; 2025Q3: 76,431 shares 76,431 $4.39M 0.05% -2,461 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: 39,193 shares; 2024Q4: 46,107 shares; 2025Q1: 43,518 shares; 2025Q2: 23,933 shares; 2025Q3: 41,148 shares 41,148 $4.39M 0.05% +17,215 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: 64,613 shares; 2024Q4: 66,445 shares; 2025Q1: 73,617 shares; 2025Q2: 53,659 shares; 2025Q3: 52,586 shares 52,586 $4.39M 0.05% -1,073 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 7,438 shares; 2025Q1: 6,733 shares; 2025Q2: 6,131 shares; 2025Q3: 25,014 shares 25,014 $4.37M 0.05% +18,883 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,827 shares 182,827 $4.36M 0.05% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,993 shares; 2024Q4: 90,784 shares; 2025Q1: 90,638 shares; 2025Q2: 80,489 shares; 2025Q3: 65,596 shares 65,596 $4.35M 0.05% -14,893 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: 15,577 shares; 2025Q1: 65,882 shares; 2025Q2: 92,955 shares; 2025Q3: 122,925 shares 122,925 $4.34M 0.05% +29,970 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: 172,619 shares; 2024Q4: 203,147 shares; 2025Q1: 132,346 shares; 2025Q2: 138,898 shares; 2025Q3: 138,325 shares 138,325 $4.33M 0.05% -573 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 14,652 shares; 2025Q1: 28,134 shares; 2025Q2: 30,713 shares; 2025Q3: 30,916 shares 30,916 $4.32M 0.05% +203 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: 15,940 shares; 2024Q4: 16,262 shares; 2025Q1: 14,564 shares; 2025Q2: 15,185 shares; 2025Q3: 18,197 shares 18,197 $4.3M 0.05% +3,012 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 13,918 shares; 2025Q1: 23,745 shares; 2025Q2: 51,201 shares; 2025Q3: 50,979 shares 50,979 $4.3M 0.05% -222 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,796 shares; 2024Q4: 51,409 shares; 2025Q1: 59,160 shares; 2025Q2: 73,145 shares; 2025Q3: 86,724 shares 86,724 $4.28M 0.05% +13,579 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 57,063 shares; 2025Q1: 60,787 shares; 2025Q2: 62,288 shares; 2025Q3: 63,248 shares 63,248 $4.28M 0.05% +960 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: 5,835 shares; 2025Q1: 2,771 shares; 2025Q2: 2,731 shares; 2025Q3: 3,664 shares 3,664 $4.27M 0.05% +933 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,782 shares; 2024Q4: 98,191 shares; 2025Q1: 98,936 shares; 2025Q2: 99,505 shares; 2025Q3: 97,037 shares 97,037 $4.21M 0.05% -2,468 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,139 shares; 2025Q1: 366,334 shares; 2025Q2: 548,477 shares; 2025Q3: 508,478 shares 508,478 $4.21M 0.05% -39,999 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,063 shares; 2024Q4: 521,997 shares; 2025Q1: 503,478 shares; 2025Q2: 511,842 shares; 2025Q3: 509,852 shares 509,852 $4.18M 0.05% -1,990 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,034 shares; 2024Q4: 77,681 shares; 2025Q1: 72,225 shares; 2025Q2: 88,812 shares; 2025Q3: 90,519 shares 90,519 $4.14M 0.05% +1,707 Timeline TCAF 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: 56,242 shares; 2024Q4: 80,733 shares; 2025Q1: 87,704 shares; 2025Q2: 103,040 shares; 2025Q3: 109,723 shares 109,723 $4.14M 0.05% +6,683 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 11,491 shares; 2025Q1: 11,211 shares; 2025Q2: 10,892 shares; 2025Q3: 10,907 shares 10,907 $4.13M 0.05% +15 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: 23,411 shares; 2024Q4: 23,487 shares; 2025Q1: 21,901 shares; 2025Q2: 26,780 shares; 2025Q3: 26,776 shares 26,776 $4.13M 0.05% -4 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: 18,454 shares; 2024Q4: 16,640 shares; 2025Q1: 15,409 shares; 2025Q2: 48,748 shares; 2025Q3: 47,285 shares 47,285 $4.12M 0.05% -1,463 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: 48,006 shares; 2024Q4: 47,157 shares; 2025Q1: 41,602 shares; 2025Q2: 41,333 shares; 2025Q3: 39,922 shares 39,922 $4.11M 0.05% -1,411 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 12,650 shares; 2025Q1: 9,097 shares; 2025Q2: 11,145 shares; 2025Q3: 29,486 shares 29,486 $4.08M 0.05% +18,341 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: 43,203 shares; 2024Q4: 85,116 shares; 2025Q1: 149,414 shares; 2025Q2: 177,423 shares; 2025Q3: 196,196 shares 196,196 $4.06M 0.05% +18,773 CGCB 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: not reported; 2024Q4: not reported; 2025Q1: 9,541 shares; 2025Q2: 55,369 shares; 2025Q3: 152,007 shares 152,007 $4.04M 0.05% +96,638 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: 27,890 shares; 2024Q4: 25,675 shares; 2025Q1: 23,125 shares; 2025Q2: 22,931 shares; 2025Q3: 25,389 shares 25,389 $4.04M 0.05% +2,458 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 12,334 shares; 2025Q2: 46,380 shares; 2025Q3: 116,456 shares 116,456 $4.04M 0.05% +70,076 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,624 shares; 2024Q4: 9,761 shares; 2025Q1: 23,323 shares; 2025Q2: 25,403 shares; 2025Q3: 20,461 shares 20,461 $4.01M 0.05% -4,942 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,935 shares; 2024Q4: 10,656 shares; 2025Q1: 70,180 shares; 2025Q2: 77,215 shares; 2025Q3: 86,500 shares 86,500 $4M 0.05% +9,285 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: 39,090 shares; 2024Q4: 35,177 shares; 2025Q1: 25,118 shares; 2025Q2: 25,790 shares; 2025Q3: 39,387 shares 39,387 $4M 0.05% +13,597 Timeline PWB 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: 32,340 shares; 2024Q4: 32,101 shares; 2025Q1: 31,708 shares; 2025Q2: 31,727 shares; 2025Q3: 31,691 shares 31,691 $3.97M 0.05% -36 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: 19,651 shares; 2024Q4: 15,891 shares; 2025Q1: 13,431 shares; 2025Q2: 22,103 shares; 2025Q3: 20,391 shares 20,391 $3.93M 0.05% -1,712 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: 2,566 shares; 2024Q4: 2,877 shares; 2025Q1: 2,441 shares; 2025Q2: 2,576 shares; 2025Q3: 2,976 shares 2,976 $3.92M 0.05% +400 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,948 shares; 2024Q4: 12,211 shares; 2025Q1: 12,078 shares; 2025Q2: 11,109 shares; 2025Q3: 12,158 shares 12,158 $3.92M 0.05% +1,049 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,691 shares; 2024Q4: 61,423 shares; 2025Q1: 105,674 shares; 2025Q2: 103,792 shares; 2025Q3: 107,567 shares 107,567 $3.88M 0.05% +3,775 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 48,334 shares; 2025Q2: 55,867 shares; 2025Q3: 71,160 shares 71,160 $3.86M 0.05% +15,293 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: 12,660 shares; 2024Q4: 14,475 shares; 2025Q1: 16,345 shares; 2025Q2: 16,377 shares; 2025Q3: 17,460 shares 17,460 $3.86M 0.05% +1,083 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,417 shares; 2024Q4: 41,649 shares; 2025Q1: 47,314 shares; 2025Q2: 68,702 shares; 2025Q3: 75,206 shares 75,206 $3.84M 0.05% +6,504 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,786 shares; 2024Q4: 63,574 shares; 2025Q1: 61,039 shares; 2025Q2: 59,002 shares; 2025Q3: 57,904 shares 57,904 $3.8M 0.04% -1,098 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: 4,308 shares; 2024Q4: 4,402 shares; 2025Q1: 4,512 shares; 2025Q2: 4,895 shares; 2025Q3: 4,801 shares 4,801 $3.76M 0.04% -94 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,473 shares; 2024Q4: 15,244 shares; 2025Q1: 15,261 shares; 2025Q2: 15,481 shares; 2025Q3: 15,851 shares 15,851 $3.72M 0.04% +370 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: 34,513 shares; 2024Q4: 27,999 shares; 2025Q1: 15,140 shares; 2025Q2: 15,605 shares; 2025Q3: 22,056 shares 22,056 $3.69M 0.04% +6,451 Timeline HYFI 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: not reported; 2024Q4: not reported; 2025Q1: 68,349 shares; 2025Q2: 87,443 shares; 2025Q3: 97,184 shares 97,184 $3.69M 0.04% +9,741 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,976 shares; 2025Q2: 48,058 shares; 2025Q3: 117,293 shares 117,293 $3.61M 0.04% +69,235 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,899 shares 100,899 $3.61M 0.04% new 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: 59,573 shares; 2024Q4: 64,049 shares; 2025Q1: 61,353 shares; 2025Q2: 64,398 shares; 2025Q3: 50,507 shares 50,507 $3.6M 0.04% -13,891 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: 12,357 shares; 2024Q4: 13,056 shares; 2025Q1: 14,612 shares; 2025Q2: 14,325 shares; 2025Q3: 16,207 shares 16,207 $3.6M 0.04% +1,882 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,541 shares; 2024Q4: 29,889 shares; 2025Q1: 32,388 shares; 2025Q2: 33,022 shares; 2025Q3: 54,514 shares 54,514 $3.54M 0.04% +21,492 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: 24,971 shares; 2024Q4: 26,482 shares; 2025Q1: 27,597 shares; 2025Q2: 30,571 shares; 2025Q3: 31,537 shares 31,537 $3.54M 0.04% +966 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: 7,090 shares; 2024Q4: 7,351 shares; 2025Q1: 6,598 shares; 2025Q2: 7,157 shares; 2025Q3: 7,431 shares 7,431 $3.53M 0.04% +274 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: 15,912 shares; 2024Q4: 13,792 shares; 2025Q1: 12,637 shares; 2025Q2: 13,022 shares; 2025Q3: 12,971 shares 12,971 $3.52M 0.04% -51 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,135 shares; 2024Q4: 48,752 shares; 2025Q1: 47,147 shares; 2025Q2: 44,940 shares; 2025Q3: 47,854 shares 47,854 $3.52M 0.04% +2,914 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: 12,969 shares; 2024Q4: 13,528 shares; 2025Q1: 10,954 shares; 2025Q2: 10,555 shares; 2025Q3: 10,908 shares 10,908 $3.49M 0.04% +353 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,276 shares; 2024Q4: 36,777 shares; 2025Q1: 37,573 shares; 2025Q2: 40,782 shares; 2025Q3: 41,577 shares 41,577 $3.49M 0.04% +795 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: 1,666 shares; 2024Q4: 1,719 shares; 2025Q1: 1,637 shares; 2025Q2: 26,228 shares; 2025Q3: 32,117 shares 32,117 $3.46M 0.04% +5,889 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,016 shares; 2024Q4: 34,655 shares; 2025Q1: 35,056 shares; 2025Q2: 38,589 shares; 2025Q3: 39,889 shares 39,889 $3.46M 0.04% +1,300 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,104 shares; 2024Q4: 134,732 shares; 2025Q1: 149,033 shares; 2025Q2: 120,782 shares; 2025Q3: 119,298 shares 119,298 $3.45M 0.04% -1,484 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,624 shares; 2025Q3: 50,162 shares 50,162 $3.42M 0.04% +35,538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,904 shares; 2025Q3: 122,956 shares 122,956 $3.41M 0.04% +80,052 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,027 shares; 2024Q4: 19,851 shares; 2025Q1: 36,170 shares; 2025Q2: 36,041 shares; 2025Q3: 37,369 shares 37,369 $3.4M 0.04% +1,328 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: 72,968 shares; 2024Q4: 58,473 shares; 2025Q1: 43,055 shares; 2025Q2: 41,316 shares; 2025Q3: 37,813 shares 37,813 $3.38M 0.04% -3,503 Timeline SCHV 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: 22,389 shares; 2024Q4: 109,526 shares; 2025Q1: 117,499 shares; 2025Q2: 73,795 shares; 2025Q3: 115,570 shares 115,570 $3.36M 0.04% +41,775 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,021 shares; 2025Q1: 13,303 shares; 2025Q2: 13,598 shares; 2025Q3: 12,339 shares 12,339 $3.33M 0.04% -1,259 Timeline SLYV 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: 4,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,343 shares 37,343 $3.31M 0.04% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,642 shares; 2024Q4: 36,234 shares; 2025Q1: 35,682 shares; 2025Q2: 31,839 shares; 2025Q3: 32,001 shares 32,001 $3.3M 0.04% +162 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: 62,930 shares; 2024Q4: 28,782 shares; 2025Q1: 27,216 shares; 2025Q2: 26,895 shares; 2025Q3: 27,821 shares 27,821 $3.29M 0.04% +926 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: 99,017 shares; 2024Q4: 92,792 shares; 2025Q1: 89,196 shares; 2025Q2: 87,625 shares; 2025Q3: 88,060 shares 88,060 $3.27M 0.04% +435 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,875 shares; 2024Q4: 22,582 shares; 2025Q1: 22,872 shares; 2025Q2: 23,034 shares; 2025Q3: 22,670 shares 22,670 $3.24M 0.04% -364 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 7,098 shares; 2025Q1: 6,951 shares; 2025Q2: 7,778 shares; 2025Q3: 9,312 shares 9,312 $3.22M 0.04% +1,534 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: 9,059 shares; 2024Q4: 7,540 shares; 2025Q1: 6,022 shares; 2025Q2: 14,429 shares; 2025Q3: 15,094 shares 15,094 $3.21M 0.04% +665 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,152 shares; 2024Q4: 22,392 shares; 2025Q1: 21,587 shares; 2025Q2: 23,674 shares; 2025Q3: 23,634 shares 23,634 $3.18M 0.04% -40 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,226 shares; 2024Q4: 15,541 shares; 2025Q1: 15,959 shares; 2025Q2: 16,040 shares; 2025Q3: 16,881 shares 16,881 $3.16M 0.04% +841 Timeline OUSA 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: 54,458 shares; 2024Q4: 55,881 shares; 2025Q1: 52,509 shares; 2025Q2: 53,727 shares; 2025Q3: 55,620 shares 55,620 $3.14M 0.04% +1,893 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: 8,265 shares; 2024Q4: 8,299 shares; 2025Q1: 8,090 shares; 2025Q2: 12,363 shares; 2025Q3: 12,221 shares 12,221 $3.13M 0.04% -142 Timeline XYLD 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: 31,755 shares; 2024Q4: 20,180 shares; 2025Q1: 19,360 shares; 2025Q2: 74,643 shares; 2025Q3: 79,603 shares 79,603 $3.13M 0.04% +4,960 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,479 shares; 2024Q4: 293,066 shares; 2025Q1: 91,867 shares; 2025Q2: 75,918 shares; 2025Q3: 71,107 shares 71,107 $3.11M 0.04% -4,811 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,271 shares; 2025Q3: 151,815 shares 151,815 $3.11M 0.04% +14,544 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 6,790 shares; 2025Q3: 22,679 shares 22,679 $3.1M 0.04% +15,889 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: 4,626 shares; 2024Q4: 4,249 shares; 2025Q1: 3,784 shares; 2025Q2: 2,559 shares; 2025Q3: 2,870 shares 2,870 $3.1M 0.04% +311 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: 41,964 shares; 2024Q4: 47,647 shares; 2025Q1: 44,623 shares; 2025Q2: 46,640 shares; 2025Q3: 61,346 shares 61,346 $3.1M 0.04% +14,706 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: 19,253 shares; 2024Q4: 18,488 shares; 2025Q1: 18,646 shares; 2025Q2: 18,965 shares; 2025Q3: 23,410 shares 23,410 $3.07M 0.04% +4,445 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,320 shares; 2024Q4: 17,928 shares; 2025Q1: 19,179 shares; 2025Q2: 19,994 shares; 2025Q3: 20,548 shares 20,548 $3.06M 0.04% +554 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: 21,825 shares; 2024Q4: 19,958 shares; 2025Q1: 18,647 shares; 2025Q2: 19,708 shares; 2025Q3: 17,971 shares 17,971 $3.06M 0.04% -1,737 Timeline VLU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,956 shares; 2025Q3: 14,822 shares 14,822 $3.03M 0.04% +866 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 20,114 shares; 2025Q2: 30,890 shares; 2025Q3: 33,702 shares 33,702 $3.02M 0.04% +2,812 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: 54,811 shares; 2024Q4: 58,844 shares; 2025Q1: 61,757 shares; 2025Q2: 78,215 shares; 2025Q3: 79,499 shares 79,499 $3M 0.04% +1,284 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: 115,683 shares; 2024Q4: 84,779 shares; 2025Q1: 108,162 shares; 2025Q2: 110,878 shares; 2025Q3: 115,607 shares 115,607 $2.99M 0.04% +4,729 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: 26,632 shares; 2024Q4: 23,816 shares; 2025Q1: 18,460 shares; 2025Q2: 18,288 shares; 2025Q3: 19,971 shares 19,971 $2.97M 0.03% +1,683 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,273 shares; 2025Q1: 100,536 shares; 2025Q2: 104,140 shares; 2025Q3: 59,327 shares 59,327 $2.97M 0.03% -44,813 Timeline CLIP 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: 9,735 shares; 2024Q4: 25,812 shares; 2025Q1: 23,990 shares; 2025Q2: 20,532 shares; 2025Q3: 29,452 shares 29,452 $2.96M 0.03% +8,920 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: 61,436 shares; 2024Q4: 60,498 shares; 2025Q1: 57,286 shares; 2025Q2: 56,061 shares; 2025Q3: 64,424 shares 64,424 $2.95M 0.03% +8,363 Timeline DGS 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: 37,082 shares; 2024Q4: 39,763 shares; 2025Q1: 41,884 shares; 2025Q2: 47,541 shares; 2025Q3: 51,441 shares 51,441 $2.94M 0.03% +3,900 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: 6,706 shares; 2024Q4: 7,139 shares; 2025Q1: 15,787 shares; 2025Q2: 28,836 shares; 2025Q3: 26,689 shares 26,689 $2.93M 0.03% -2,147 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: 39,491 shares; 2024Q4: 36,117 shares; 2025Q1: 33,092 shares; 2025Q2: 31,318 shares; 2025Q3: 47,953 shares 47,953 $2.93M 0.03% +16,635 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,625 shares; 2024Q4: 25,335 shares; 2025Q1: 22,202 shares; 2025Q2: 21,961 shares; 2025Q3: 26,059 shares 26,059 $2.93M 0.03% +4,098 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: 8,734 shares; 2024Q4: 8,532 shares; 2025Q1: 7,829 shares; 2025Q2: 9,414 shares; 2025Q3: 8,589 shares 8,589 $2.93M 0.03% -825 Timeline MUNI 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: 14,328 shares; 2024Q4: 22,521 shares; 2025Q1: 31,837 shares; 2025Q2: 55,564 shares; 2025Q3: 55,466 shares 55,466 $2.9M 0.03% -98 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 10,194 shares; 2025Q1: 10,151 shares; 2025Q2: 9,632 shares; 2025Q3: 9,736 shares 9,736 $2.89M 0.03% +104 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 12,403 shares; 2025Q1: 14,159 shares; 2025Q2: 21,334 shares; 2025Q3: 22,765 shares 22,765 $2.88M 0.03% +1,431 Timeline XMMO 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: 18,398 shares; 2024Q4: 24,874 shares; 2025Q1: 19,340 shares; 2025Q2: 20,252 shares; 2025Q3: 21,308 shares 21,308 $2.88M 0.03% +1,056 Timeline SCHR 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: 35,517 shares; 2024Q4: 84,672 shares; 2025Q1: 90,233 shares; 2025Q2: 113,310 shares; 2025Q3: 114,316 shares 114,316 $2.87M 0.03% +1,006 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: 157,902 shares; 2024Q4: 122,407 shares; 2025Q1: 101,911 shares; 2025Q2: 126,328 shares; 2025Q3: 123,767 shares 123,767 $2.86M 0.03% -2,561 Timeline QTEC 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: 11,921 shares; 2024Q4: 12,211 shares; 2025Q1: 10,349 shares; 2025Q2: 12,478 shares; 2025Q3: 12,451 shares 12,451 $2.86M 0.03% -27 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: 23,959 shares; 2024Q4: 31,896 shares; 2025Q1: 26,926 shares; 2025Q2: 25,516 shares; 2025Q3: 30,214 shares 30,214 $2.86M 0.03% +4,698 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: 24,144 shares; 2024Q4: 30,439 shares; 2025Q1: 30,824 shares; 2025Q2: 27,845 shares; 2025Q3: 29,644 shares 29,644 $2.82M 0.03% +1,799 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: 26,444 shares; 2024Q4: 24,467 shares; 2025Q1: 24,296 shares; 2025Q2: 23,109 shares; 2025Q3: 22,363 shares 22,363 $2.81M 0.03% -746 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: 15,655 shares; 2024Q4: 25,407 shares; 2025Q1: 21,829 shares; 2025Q2: 27,712 shares; 2025Q3: 35,568 shares 35,568 $2.81M 0.03% +7,856 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: 8,482 shares; 2024Q4: 8,606 shares; 2025Q1: 8,619 shares; 2025Q2: 9,095 shares; 2025Q3: 9,394 shares 9,394 $2.76M 0.03% +299 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: 10,037 shares; 2024Q4: 9,750 shares; 2025Q1: 10,610 shares; 2025Q2: 9,097 shares; 2025Q3: 9,032 shares 9,032 $2.76M 0.03% -65 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: 7,677 shares; 2024Q4: 7,164 shares; 2025Q1: 7,440 shares; 2025Q2: 7,972 shares; 2025Q3: 8,322 shares 8,322 $2.74M 0.03% +350 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: 8,647 shares; 2024Q4: 8,186 shares; 2025Q1: 7,791 shares; 2025Q2: 7,122 shares; 2025Q3: 7,728 shares 7,728 $2.7M 0.03% +606 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 6,011 shares; 2025Q1: 6,708 shares; 2025Q2: 7,191 shares; 2025Q3: 8,706 shares 8,706 $2.7M 0.03% +1,515 Timeline PTLC 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: 99,641 shares; 2024Q4: 104,934 shares; 2025Q1: 114,645 shares; 2025Q2: 85,962 shares; 2025Q3: 48,955 shares 48,955 $2.68M 0.03% -37,007 Timeline PFFD 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: 121,870 shares; 2024Q4: 135,468 shares; 2025Q1: 144,173 shares; 2025Q2: 137,491 shares; 2025Q3: 137,502 shares 137,502 $2.67M 0.03% +11 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,151 shares; 2025Q2: 53,407 shares; 2025Q3: 55,629 shares 55,629 $2.66M 0.03% +2,222 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 29,546 shares; 2025Q2: 59,156 shares; 2025Q3: 54,218 shares 54,218 $2.65M 0.03% -4,938 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,889 shares; 2024Q4: 157,992 shares; 2025Q1: 157,286 shares; 2025Q2: 156,707 shares; 2025Q3: 155,790 shares 155,790 $2.65M 0.03% -917 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,296 shares; 2025Q1: 14,328 shares; 2025Q2: 16,816 shares; 2025Q3: 17,463 shares 17,463 $2.64M 0.03% +647 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: 6,835 shares; 2024Q4: 6,619 shares; 2025Q1: 6,808 shares; 2025Q2: 7,429 shares; 2025Q3: 11,141 shares 11,141 $2.62M 0.03% +3,712 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,758 shares; 2025Q3: 11,372 shares 11,372 $2.62M 0.03% +1,614 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,658 shares; 2024Q4: 22,288 shares; 2025Q1: 10,745 shares; 2025Q2: 10,590 shares; 2025Q3: 12,753 shares 12,753 $2.61M 0.03% +2,163 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,017 shares; 2024Q4: 52,559 shares; 2025Q1: 44,939 shares; 2025Q2: 44,831 shares; 2025Q3: 43,085 shares 43,085 $2.59M 0.03% -1,746 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: 15,827 shares; 2024Q4: 12,571 shares; 2025Q1: 7,347 shares; 2025Q2: 7,100 shares; 2025Q3: 7,332 shares 7,332 $2.59M 0.03% +232 Timeline PPA 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: 20,660 shares; 2024Q4: 17,070 shares; 2025Q1: 13,948 shares; 2025Q2: 15,259 shares; 2025Q3: 16,636 shares 16,636 $2.59M 0.03% +1,377 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,925 shares; 2025Q1: 3,945 shares; 2025Q2: 4,345 shares; 2025Q3: 4,305 shares 4,305 $2.57M 0.03% -40 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 19,553 shares; 2025Q1: 18,344 shares; 2025Q2: 17,807 shares; 2025Q3: 18,855 shares 18,855 $2.56M 0.03% +1,048 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,492 shares; 2024Q4: 16,396 shares; 2025Q1: 14,955 shares; 2025Q2: 15,047 shares; 2025Q3: 23,479 shares 23,479 $2.56M 0.03% +8,432 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,411 shares; 2024Q4: 232,038 shares; 2025Q1: 207,400 shares; 2025Q2: 175,563 shares; 2025Q3: 108,761 shares 108,761 $2.55M 0.03% -66,802 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: not reported; 2025Q3: 74,609 shares 74,609 $2.55M 0.03% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,356 shares; 2025Q3: 82,222 shares 82,222 $2.54M 0.03% +70,866 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,827 shares; 2024Q4: 17,439 shares; 2025Q1: 17,367 shares; 2025Q2: 13,713 shares; 2025Q3: 56,998 shares 56,998 $2.54M 0.03% +43,285 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: 20,139 shares; 2024Q4: 20,432 shares; 2025Q1: 19,266 shares; 2025Q2: 21,254 shares; 2025Q3: 20,971 shares 20,971 $2.53M 0.03% -283 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,188 shares; 2024Q4: 337,076 shares; 2025Q1: 337,281 shares; 2025Q2: 351,440 shares; 2025Q3: 365,633 shares 365,633 $2.53M 0.03% +14,193 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: 8,416 shares; 2024Q4: 7,615 shares; 2025Q1: 6,402 shares; 2025Q2: 5,915 shares; 2025Q3: 8,225 shares 8,225 $2.47M 0.03% +2,310 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 34,153 shares; 2025Q1: 55,416 shares; 2025Q2: 50,306 shares; 2025Q3: 51,282 shares 51,282 $2.47M 0.03% +976 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,798 shares; 2024Q4: 103,508 shares; 2025Q1: 103,205 shares; 2025Q2: 91,837 shares; 2025Q3: 92,153 shares 92,153 $2.47M 0.03% +316 IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,849 shares; 2024Q4: 114,496 shares; 2025Q1: 116,806 shares; 2025Q2: 109,540 shares; 2025Q3: 115,786 shares 115,786 $2.46M 0.03% +6,246 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,982 shares; 2024Q4: 260,408 shares; 2025Q1: 265,920 shares; 2025Q2: 290,351 shares; 2025Q3: 71,124 shares 71,124 $2.43M 0.03% -219,227 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,735 shares; 2025Q1: 10,544 shares; 2025Q2: 10,891 shares; 2025Q3: 10,901 shares 10,901 $2.43M 0.03% +10 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,625 shares; 2025Q2: 13,850 shares; 2025Q3: 105,782 shares 105,782 $2.43M 0.03% +91,932 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: 7,888 shares; 2024Q4: 7,901 shares; 2025Q1: 6,918 shares; 2025Q2: 10,032 shares; 2025Q3: 13,966 shares 13,966 $2.41M 0.03% +3,934 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: 36,012 shares; 2024Q4: 44,278 shares; 2025Q1: 33,448 shares; 2025Q2: 39,293 shares; 2025Q3: 51,080 shares 51,080 $2.4M 0.03% +11,787 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,804 shares; 2024Q4: 18,054 shares; 2025Q1: 13,170 shares; 2025Q2: 42,094 shares; 2025Q3: 91,875 shares 91,875 $2.39M 0.03% +49,781 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: 28,490 shares; 2024Q4: 38,094 shares; 2025Q1: 30,448 shares; 2025Q2: 28,616 shares; 2025Q3: 35,558 shares 35,558 $2.38M 0.03% +6,942 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 29,268 shares; 2025Q1: 26,293 shares; 2025Q2: 23,760 shares; 2025Q3: 23,690 shares 23,690 $2.38M 0.03% -70 Timeline QWLD 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: 11,019 shares; 2024Q4: 11,257 shares; 2025Q1: 12,238 shares; 2025Q2: 12,560 shares; 2025Q3: 16,970 shares 16,970 $2.38M 0.03% +4,410 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: 16,144 shares; 2024Q4: 16,744 shares; 2025Q1: 20,392 shares; 2025Q2: 23,787 shares; 2025Q3: 28,217 shares 28,217 $2.37M 0.03% +4,430 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: 5,690 shares; 2024Q4: 5,861 shares; 2025Q1: 5,763 shares; 2025Q2: 7,542 shares; 2025Q3: 7,213 shares 7,213 $2.33M 0.03% -329 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: 5,509 shares; 2024Q4: 5,538 shares; 2025Q1: 5,494 shares; 2025Q2: 5,597 shares; 2025Q3: 5,520 shares 5,520 $2.33M 0.03% -77 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: 15,335 shares; 2024Q4: 15,940 shares; 2025Q1: 13,585 shares; 2025Q2: 13,678 shares; 2025Q3: 20,247 shares 20,247 $2.32M 0.03% +6,569 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 10,712 shares; 2025Q1: 11,310 shares; 2025Q2: 14,315 shares; 2025Q3: 13,710 shares 13,710 $2.31M 0.03% -605 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,829 shares; 2024Q4: 26,705 shares; 2025Q1: 23,701 shares; 2025Q2: 21,676 shares; 2025Q3: 20,607 shares 20,607 $2.3M 0.03% -1,069 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 13,640 shares; 2025Q1: 19,414 shares; 2025Q2: 29,374 shares; 2025Q3: 57,637 shares 57,637 $2.28M 0.03% +28,263 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $2.26M 0.03% 0 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: 7,394 shares; 2024Q4: 7,555 shares; 2025Q1: 6,535 shares; 2025Q2: 6,339 shares; 2025Q3: 8,252 shares 8,252 $2.26M 0.03% +1,913 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,612 shares; 2024Q4: 12,552 shares; 2025Q1: 12,462 shares; 2025Q2: 13,930 shares; 2025Q3: 13,905 shares 13,905 $2.26M 0.03% -25 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,159 shares; 2025Q1: 12,239 shares; 2025Q2: 135,570 shares; 2025Q3: 150,025 shares 150,025 $2.26M 0.03% +14,455 Timeline EQL 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: 12,185 shares; 2024Q4: 12,617 shares; 2025Q1: 12,592 shares; 2025Q2: 48,005 shares; 2025Q3: 48,587 shares 48,587 $2.24M 0.03% +582 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,342 shares; 2024Q4: 30,879 shares; 2025Q1: 31,394 shares; 2025Q2: 20,734 shares; 2025Q3: 39,341 shares 39,341 $2.23M 0.03% +18,607 Timeline