RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,534,465 shares; 2024Q4: 5,453,838 shares; 2025Q1: 5,373,163 shares; 2025Q2: 5,420,397 shares; 2025Q3: 5,423,423 shares 5,423,423 $799M 5.21% +3,026 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605,261 shares; 2024Q4: 9,444,374 shares; 2025Q1: 9,503,168 shares; 2025Q2: 9,398,540 shares; 2025Q3: 9,287,287 shares 9,287,287 $746M 4.86% -111,253 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: 913,687 shares; 2024Q4: 943,039 shares; 2025Q1: 950,052 shares; 2025Q2: 940,201 shares; 2025Q3: 949,901 shares 949,901 $494M 3.22% +9,700 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,927 shares; 2024Q4: 1,509,597 shares; 2025Q1: 1,488,348 shares; 2025Q2: 1,468,884 shares; 2025Q3: 1,498,872 shares 1,498,872 $383M 2.5% +29,988 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: 7,411,419 shares; 2024Q4: 7,455,349 shares; 2025Q1: 6,852,136 shares; 2025Q2: 7,060,847 shares; 2025Q3: 7,244,531 shares 7,244,531 $360M 2.35% +183,684 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: 919,676 shares; 2024Q4: 966,485 shares; 2025Q1: 957,364 shares; 2025Q2: 979,408 shares; 2025Q3: 996,773 shares 996,773 $310M 2.02% +17,365 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476,545 shares; 2024Q4: 2,653,260 shares; 2025Q1: 2,345,069 shares; 2025Q2: 2,282,520 shares; 2025Q3: 2,376,897 shares 2,376,897 $308M 2.01% +94,377 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311,716 shares; 2024Q4: 3,849,592 shares; 2025Q1: 4,655,406 shares; 2025Q2: 4,785,488 shares; 2025Q3: 4,708,008 shares 4,708,008 $303M 1.98% -77,480 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: 1,256,927 shares; 2024Q4: 1,326,815 shares; 2025Q1: 1,286,760 shares; 2025Q2: 1,333,317 shares; 2025Q3: 1,432,527 shares 1,432,527 $268M 1.75% +99,210 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745,355 shares; 2024Q4: 3,578,785 shares; 2025Q1: 3,506,119 shares; 2025Q2: 3,671,254 shares; 2025Q3: 3,848,049 shares 3,848,049 $261M 1.7% +176,795 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902,179 shares; 2024Q4: 2,930,287 shares; 2025Q1: 3,067,621 shares; 2025Q2: 3,162,404 shares; 2025Q3: 3,265,119 shares 3,265,119 $261M 1.7% +102,715 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348,206 shares; 2024Q4: 4,415,137 shares; 2025Q1: 4,403,743 shares; 2025Q2: 4,620,139 shares; 2025Q3: 4,747,508 shares 4,747,508 $255M 1.66% +127,369 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: 1,020,308 shares; 2024Q4: 1,073,198 shares; 2025Q1: 1,055,172 shares; 2025Q2: 1,089,319 shares; 2025Q3: 1,137,359 shares 1,137,359 $251M 1.64% +48,040 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214,231 shares; 2024Q4: 4,339,678 shares; 2025Q1: 4,545,873 shares; 2025Q2: 4,897,492 shares; 2025Q3: 4,934,402 shares 4,934,402 $249M 1.62% +36,910 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: 328,496 shares; 2024Q4: 357,209 shares; 2025Q1: 345,489 shares; 2025Q2: 354,407 shares; 2025Q3: 368,983 shares 368,983 $247M 1.61% +14,576 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: 653,169 shares; 2024Q4: 657,373 shares; 2025Q1: 662,703 shares; 2025Q2: 673,791 shares; 2025Q3: 665,588 shares 665,588 $232M 1.51% -8,203 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085,213 shares; 2024Q4: 7,031,982 shares; 2025Q1: 6,874,994 shares; 2025Q2: 6,695,132 shares; 2025Q3: 6,861,208 shares 6,861,208 $216M 1.41% +166,076 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,823,932 shares; 2024Q4: 6,122,380 shares; 2025Q1: 5,916,698 shares; 2025Q2: 6,666,913 shares; 2025Q3: 6,442,985 shares 6,442,985 $204M 1.33% -223,928 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: 1,063,390 shares; 2024Q4: 1,046,657 shares; 2025Q1: 1,083,898 shares; 2025Q2: 999,237 shares; 2025Q3: 1,133,384 shares 1,133,384 $193M 1.26% +134,147 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: 752,873 shares; 2024Q4: 750,069 shares; 2025Q1: 743,552 shares; 2025Q2: 760,417 shares; 2025Q3: 784,268 shares 784,268 $193M 1.25% +23,851 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057,323 shares; 2024Q4: 9,993,010 shares; 2025Q1: 10,778,841 shares; 2025Q2: 11,422,033 shares; 2025Q3: 11,557,626 shares 11,557,626 $183M 1.19% +135,593 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562,970 shares; 2024Q4: 4,500,169 shares; 2025Q1: 4,474,608 shares; 2025Q2: 4,463,197 shares; 2025Q3: 4,484,634 shares 4,484,634 $183M 1.19% +21,437 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720,660 shares; 2024Q4: 1,739,236 shares; 2025Q1: 1,800,149 shares; 2025Q2: 1,844,782 shares; 2025Q3: 1,875,427 shares 1,875,427 $177M 1.15% +30,645 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: 559,893 shares; 2024Q4: 603,573 shares; 2025Q1: 621,068 shares; 2025Q2: 597,760 shares; 2025Q3: 666,489 shares 666,489 $163M 1.06% +68,729 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: 173,216 shares; 2024Q4: 179,045 shares; 2025Q1: 179,066 shares; 2025Q2: 170,786 shares; 2025Q3: 173,832 shares 173,832 $160M 1.04% +3,046 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: 288,923 shares; 2024Q4: 290,239 shares; 2025Q1: 293,148 shares; 2025Q2: 295,715 shares; 2025Q3: 297,017 shares 297,017 $148M 0.96% +1,302 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: 194,882 shares; 2024Q4: 197,650 shares; 2025Q1: 204,161 shares; 2025Q2: 188,469 shares; 2025Q3: 192,446 shares 192,446 $138M 0.9% +3,977 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: 316,494 shares; 2024Q4: 367,221 shares; 2025Q1: 308,241 shares; 2025Q2: 412,920 shares; 2025Q3: 414,999 shares 414,999 $138M 0.9% +2,079 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,645 shares; 2024Q4: 1,763,586 shares; 2025Q1: 1,922,884 shares; 2025Q2: 1,989,437 shares; 2025Q3: 2,264,512 shares 2,264,512 $128M 0.84% +275,075 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641,610 shares; 2024Q4: 1,724,786 shares; 2025Q1: 1,639,681 shares; 2025Q2: 1,614,680 shares; 2025Q3: 1,664,411 shares 1,664,411 $124M 0.81% +49,731 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959,739 shares; 2024Q4: 1,964,504 shares; 2025Q1: 1,757,933 shares; 2025Q2: 1,884,994 shares; 2025Q3: 1,971,812 shares 1,971,812 $122M 0.8% +86,818 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: 319,752 shares; 2024Q4: 336,586 shares; 2025Q1: 361,843 shares; 2025Q2: 443,063 shares; 2025Q3: 422,009 shares 422,009 $122M 0.8% -21,054 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: 268,353 shares; 2024Q4: 264,671 shares; 2025Q1: 283,972 shares; 2025Q2: 285,556 shares; 2025Q3: 287,742 shares 287,742 $114M 0.75% +2,186 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: 217,847 shares; 2024Q4: 440,422 shares; 2025Q1: 463,723 shares; 2025Q2: 471,467 shares; 2025Q3: 488,542 shares 488,542 $101M 0.66% +17,075 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: 1,231,646 shares; 2024Q4: 1,293,999 shares; 2025Q1: 1,284,749 shares; 2025Q2: 1,552,091 shares; 2025Q3: 1,648,093 shares 1,648,093 $99.7M 0.65% +96,002 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: 342,213 shares; 2024Q4: 349,701 shares; 2025Q1: 314,214 shares; 2025Q2: 316,117 shares; 2025Q3: 323,589 shares 323,589 $97.3M 0.63% +7,472 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,937,153 shares; 2025Q3: 1,957,793 shares 1,957,793 $93.3M 0.61% +20,640 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: 925,854 shares; 2024Q4: 967,904 shares; 2025Q1: 1,015,125 shares; 2025Q2: 1,051,707 shares; 2025Q3: 911,045 shares 911,045 $92.9M 0.61% -140,662 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: 417,971 shares; 2024Q4: 570,130 shares; 2025Q1: 532,405 shares; 2025Q2: 631,332 shares; 2025Q3: 607,539 shares 607,539 $91M 0.59% -23,793 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,148 shares; 2024Q4: 732,174 shares; 2025Q1: 760,194 shares; 2025Q2: 739,597 shares; 2025Q3: 809,093 shares 809,093 $89.9M 0.59% +69,496 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801,114 shares; 2024Q4: 1,815,851 shares; 2025Q1: 1,873,303 shares; 2025Q2: 1,815,321 shares; 2025Q3: 1,962,883 shares 1,962,883 $86.3M 0.56% +147,562 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421,770 shares; 2024Q4: 2,154,482 shares; 2025Q1: 2,515,631 shares; 2025Q2: 2,820,450 shares; 2025Q3: 2,413,534 shares 2,413,534 $83.1M 0.54% -406,916 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293,350 shares; 2024Q4: 1,303,653 shares; 2025Q1: 1,356,729 shares; 2025Q2: 1,486,086 shares; 2025Q3: 1,454,858 shares 1,454,858 $81.4M 0.53% -31,228 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148,700 shares; 2024Q4: 1,149,760 shares; 2025Q1: 1,207,582 shares; 2025Q2: 1,219,838 shares; 2025Q3: 1,154,233 shares 1,154,233 $76.8M 0.5% -65,605 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: 673,423 shares; 2024Q4: 533,103 shares; 2025Q1: 413,841 shares; 2025Q2: 400,771 shares; 2025Q3: 403,754 shares 403,754 $75.2M 0.49% +2,983 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: 86,550 shares; 2024Q4: 80,872 shares; 2025Q1: 80,838 shares; 2025Q2: 84,737 shares; 2025Q3: 88,315 shares 88,315 $73M 0.48% +3,578 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: 200,070 shares; 2024Q4: 195,668 shares; 2025Q1: 225,818 shares; 2025Q2: 235,064 shares; 2025Q3: 239,952 shares 239,952 $72.2M 0.47% +4,888 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,753 shares; 2024Q4: 277,129 shares; 2025Q1: 322,342 shares; 2025Q2: 385,079 shares; 2025Q3: 417,987 shares 417,987 $72.2M 0.47% +32,908 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: 106,999 shares; 2024Q4: 107,622 shares; 2025Q1: 115,735 shares; 2025Q2: 122,860 shares; 2025Q3: 123,458 shares 123,458 $71M 0.46% +598 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,311 shares; 2024Q4: 1,045,350 shares; 2025Q1: 1,411,423 shares; 2025Q2: 1,472,691 shares; 2025Q3: 1,662,469 shares 1,662,469 $66M 0.43% +189,778 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: 204,725 shares; 2024Q4: 220,081 shares; 2025Q1: 226,092 shares; 2025Q2: 230,911 shares; 2025Q3: 230,286 shares 230,286 $65.5M 0.43% -625 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: 419,290 shares; 2024Q4: 541,592 shares; 2025Q1: 603,398 shares; 2025Q2: 628,658 shares; 2025Q3: 645,186 shares 645,186 $63.7M 0.42% +16,528 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: 44,884 shares; 2024Q4: 47,227 shares; 2025Q1: 49,716 shares; 2025Q2: 50,889 shares; 2025Q3: 54,186 shares 54,186 $63.5M 0.41% +3,297 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: 120,349 shares; 2024Q4: 121,239 shares; 2025Q1: 161,227 shares; 2025Q2: 170,867 shares; 2025Q3: 173,906 shares 173,906 $63.3M 0.41% +3,039 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: 462,960 shares; 2024Q4: 494,279 shares; 2025Q1: 444,364 shares; 2025Q2: 446,472 shares; 2025Q3: 399,988 shares 399,988 $61.4M 0.4% -46,484 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,825 shares; 2024Q4: 661,479 shares; 2025Q1: 653,684 shares; 2025Q2: 673,230 shares; 2025Q3: 675,678 shares 675,678 $60.5M 0.39% +2,448 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: 66,757 shares; 2024Q4: 84,420 shares; 2025Q1: 69,917 shares; 2025Q2: 70,872 shares; 2025Q3: 89,856 shares 89,856 $60.2M 0.39% +18,984 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: 964,927 shares; 2024Q4: 939,878 shares; 2025Q1: 944,857 shares; 2025Q2: 836,426 shares; 2025Q3: 715,720 shares 715,720 $59.7M 0.39% -120,706 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: 272,660 shares; 2024Q4: 262,273 shares; 2025Q1: 250,877 shares; 2025Q2: 255,083 shares; 2025Q3: 275,747 shares 275,747 $59.6M 0.39% +20,664 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: 4,385,001 shares; 2024Q4: 4,359,689 shares; 2025Q1: 3,985,803 shares; 2025Q2: 4,237,224 shares; 2025Q3: 3,812,993 shares 3,812,993 $59.6M 0.39% -424,231 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: 56,480 shares; 2024Q4: 72,314 shares; 2025Q1: 294,515 shares; 2025Q2: 407,177 shares; 2025Q3: 320,588 shares 320,588 $59.3M 0.39% -86,589 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: 47,055 shares; 2024Q4: 67,728 shares; 2025Q1: 62,985 shares; 2025Q2: 53,818 shares; 2025Q3: 73,869 shares 73,869 $58.1M 0.38% +20,051 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: 321,414 shares; 2024Q4: 332,127 shares; 2025Q1: 343,701 shares; 2025Q2: 343,623 shares; 2025Q3: 348,505 shares 348,505 $58M 0.38% +4,882 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: 420,061 shares; 2024Q4: 386,282 shares; 2025Q1: 405,080 shares; 2025Q2: 548,595 shares; 2025Q3: 647,680 shares 647,680 $54.6M 0.36% +99,085 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,453 shares; 2024Q4: 168,163 shares; 2025Q1: 166,375 shares; 2025Q2: 532,311 shares; 2025Q3: 582,847 shares 582,847 $52.5M 0.34% +50,536 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,377 shares; 2024Q4: 1,492,480 shares; 2025Q1: 1,536,052 shares; 2025Q2: 1,576,166 shares; 2025Q3: 1,556,487 shares 1,556,487 $51.8M 0.34% -19,679 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,024,758 shares; 2025Q1: 1,138,551 shares; 2025Q2: 1,250,781 shares; 2025Q3: 1,193,707 shares 1,193,707 $49.5M 0.32% -57,074 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,826 shares; 2024Q4: 165,645 shares; 2025Q1: 152,217 shares; 2025Q2: 142,630 shares; 2025Q3: 141,383 shares 141,383 $49.3M 0.32% -1,247 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: 70,674 shares; 2024Q4: 56,794 shares; 2025Q1: 111,166 shares; 2025Q2: 140,620 shares; 2025Q3: 136,868 shares 136,868 $48.9M 0.32% -3,752 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,882 shares; 2024Q4: 413,565 shares; 2025Q1: 408,628 shares; 2025Q2: 413,541 shares; 2025Q3: 440,724 shares 440,724 $46.9M 0.31% +27,183 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: 69,255 shares; 2024Q4: 69,416 shares; 2025Q1: 65,321 shares; 2025Q2: 68,975 shares; 2025Q3: 75,336 shares 75,336 $45.5M 0.3% +6,361 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: 902,542 shares; 2024Q4: 907,697 shares; 2025Q1: 892,679 shares; 2025Q2: 917,692 shares; 2025Q3: 895,406 shares 895,406 $45.4M 0.3% -22,286 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,460,444 shares; 2025Q1: 1,521,566 shares; 2025Q2: 1,444,171 shares; 2025Q3: 1,250,512 shares 1,250,512 $44.3M 0.29% -193,659 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: 280,362 shares; 2024Q4: 294,870 shares; 2025Q1: 282,884 shares; 2025Q2: 298,322 shares; 2025Q3: 303,044 shares 303,044 $43.7M 0.28% +4,722 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,670 shares; 2024Q4: 360,211 shares; 2025Q1: 382,399 shares; 2025Q2: 483,439 shares; 2025Q3: 488,839 shares 488,839 $43.5M 0.28% +5,400 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: 839,806 shares; 2024Q4: 851,651 shares; 2025Q1: 727,536 shares; 2025Q2: 689,483 shares; 2025Q3: 788,128 shares 788,128 $43M 0.28% +98,645 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: 348,882 shares; 2024Q4: 342,280 shares; 2025Q1: 497,311 shares; 2025Q2: 816,864 shares; 2025Q3: 973,563 shares 973,563 $42.4M 0.28% +156,699 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977,762 shares; 2024Q4: 955,723 shares; 2025Q1: 900,471 shares; 2025Q2: 1,049,989 shares; 2025Q3: 919,464 shares 919,464 $42.4M 0.28% -130,525 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: 91,385 shares; 2024Q4: 124,109 shares; 2025Q1: 96,079 shares; 2025Q2: 108,224 shares; 2025Q3: 91,806 shares 91,806 $42.1M 0.27% -16,418 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,543 shares; 2024Q4: 92,451 shares; 2025Q1: 148,704 shares; 2025Q2: 153,387 shares; 2025Q3: 158,513 shares 158,513 $41M 0.27% +5,126 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535,031 shares; 2024Q4: 1,384,450 shares; 2025Q1: 1,274,969 shares; 2025Q2: 1,627,120 shares; 2025Q3: 1,642,790 shares 1,642,790 $38.6M 0.25% +15,670 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501,156 shares; 2025Q1: 228,106 shares; 2025Q2: 186,592 shares; 2025Q3: 250,716 shares 250,716 $37.5M 0.24% +64,124 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,301 shares; 2024Q4: 1,635,224 shares; 2025Q1: 1,673,096 shares; 2025Q2: 1,452,320 shares; 2025Q3: 1,430,232 shares 1,430,232 $37.4M 0.24% -22,088 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: 180,711 shares; 2024Q4: 177,637 shares; 2025Q1: 195,060 shares; 2025Q2: 204,357 shares; 2025Q3: 220,421 shares 220,421 $37.1M 0.24% +16,064 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: 401,575 shares; 2024Q4: 354,595 shares; 2025Q1: 337,011 shares; 2025Q2: 315,468 shares; 2025Q3: 324,962 shares 324,962 $36.7M 0.24% +9,494 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: 799,036 shares; 2024Q4: 851,823 shares; 2025Q1: 1,168,056 shares; 2025Q2: 1,275,234 shares; 2025Q3: 1,334,368 shares 1,334,368 $36.7M 0.24% +59,134 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: 107,409 shares; 2024Q4: 111,647 shares; 2025Q1: 93,021 shares; 2025Q2: 94,674 shares; 2025Q3: 105,494 shares 105,494 $35.9M 0.23% +10,820 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,132 shares; 2024Q4: 963,139 shares; 2025Q1: 1,027,490 shares; 2025Q2: 924,964 shares; 2025Q3: 960,681 shares 960,681 $35.7M 0.23% +35,717 Timeline BBU BROOKFIELD BUSINESS PARTNERS L More: the full row for BROOKFIELD BUSINESS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,065 shares; 2024Q4: 1,020,778 shares; 2025Q1: 1,087,292 shares; 2025Q2: 1,102,273 shares; 2025Q3: 1,119,781 shares 1,119,781 $35.5M 0.23% +17,508 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: 116,300 shares; 2024Q4: 123,493 shares; 2025Q1: 101,190 shares; 2025Q2: 88,625 shares; 2025Q3: 92,758 shares 92,758 $34.7M 0.23% +4,133 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 984,277 shares; 2025Q1: 1,243,326 shares; 2025Q2: 1,222,897 shares; 2025Q3: 1,242,298 shares 1,242,298 $34.6M 0.23% +19,401 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: 299,379 shares; 2024Q4: 309,966 shares; 2025Q1: 297,268 shares; 2025Q2: 255,382 shares; 2025Q3: 238,612 shares 238,612 $34.2M 0.22% -16,770 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: 60,578 shares; 2024Q4: 70,132 shares; 2025Q1: 64,131 shares; 2025Q2: 41,644 shares; 2025Q3: 54,373 shares 54,373 $33.4M 0.22% +12,729 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,202 shares; 2024Q4: 451,921 shares; 2025Q1: 473,085 shares; 2025Q2: 456,556 shares; 2025Q3: 542,152 shares 542,152 $33.3M 0.22% +85,596 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: 125,430 shares; 2024Q4: 124,916 shares; 2025Q1: 117,292 shares; 2025Q2: 111,564 shares; 2025Q3: 104,321 shares 104,321 $33M 0.21% -7,243 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: 91,268 shares; 2024Q4: 101,039 shares; 2025Q1: 147,201 shares; 2025Q2: 150,422 shares; 2025Q3: 130,011 shares 130,011 $32.8M 0.21% -20,411 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: 222,393 shares; 2024Q4: 260,741 shares; 2025Q1: 245,767 shares; 2025Q2: 217,039 shares; 2025Q3: 208,121 shares 208,121 $32.7M 0.21% -8,918 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: 133,195 shares; 2024Q4: 134,883 shares; 2025Q1: 127,407 shares; 2025Q2: 144,849 shares; 2025Q3: 157,114 shares 157,114 $32.6M 0.21% +12,265 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,386 shares; 2024Q4: 219,664 shares; 2025Q1: 236,599 shares; 2025Q2: 262,330 shares; 2025Q3: 288,771 shares 288,771 $32.3M 0.21% +26,441 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,348 shares; 2024Q4: 1,132,942 shares; 2025Q1: 1,192,470 shares; 2025Q2: 1,136,982 shares; 2025Q3: 1,258,897 shares 1,258,897 $32M 0.21% +121,915 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: 109,913 shares; 2024Q4: 114,489 shares; 2025Q1: 114,492 shares; 2025Q2: 105,833 shares; 2025Q3: 108,922 shares 108,922 $31.4M 0.2% +3,089 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,538 shares; 2024Q4: 165,248 shares; 2025Q1: 189,272 shares; 2025Q2: 235,308 shares; 2025Q3: 202,084 shares 202,084 $30.9M 0.2% -33,224 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: 188,564 shares; 2024Q4: 188,397 shares; 2025Q1: 231,937 shares; 2025Q2: 222,306 shares; 2025Q3: 223,861 shares 223,861 $29.9M 0.19% +1,555 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: 73,740 shares; 2024Q4: 72,492 shares; 2025Q1: 62,216 shares; 2025Q2: 62,429 shares; 2025Q3: 61,921 shares 61,921 $29.8M 0.19% -508 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: 381,760 shares; 2024Q4: 393,505 shares; 2025Q1: 380,363 shares; 2025Q2: 367,033 shares; 2025Q3: 404,477 shares 404,477 $29.6M 0.19% +37,444 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: 3,816 shares; 2024Q4: 4,336 shares; 2025Q1: 4,417 shares; 2025Q2: 4,182 shares; 2025Q3: 5,469 shares 5,469 $29.3M 0.19% +1,287 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,891 shares; 2024Q4: 384,228 shares; 2025Q1: 451,804 shares; 2025Q2: 502,645 shares; 2025Q3: 368,982 shares 368,982 $27.9M 0.18% -133,663 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: 88,861 shares; 2024Q4: 89,207 shares; 2025Q1: 90,788 shares; 2025Q2: 94,987 shares; 2025Q3: 92,667 shares 92,667 $27.7M 0.18% -2,320 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: 90,225 shares; 2024Q4: 109,611 shares; 2025Q1: 98,696 shares; 2025Q2: 85,361 shares; 2025Q3: 83,719 shares 83,719 $27.5M 0.18% -1,642 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: 51,465 shares; 2024Q4: 55,598 shares; 2025Q1: 70,711 shares; 2025Q2: 54,840 shares; 2025Q3: 108,725 shares 108,725 $26.6M 0.17% +53,885 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: 64,389 shares; 2024Q4: 68,024 shares; 2025Q1: 131,275 shares; 2025Q2: 201,630 shares; 2025Q3: 248,125 shares 248,125 $26.5M 0.17% +46,495 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,661 shares; 2024Q4: 79,853 shares; 2025Q1: 75,712 shares; 2025Q2: 86,285 shares; 2025Q3: 84,523 shares 84,523 $26.4M 0.17% -1,762 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: 146,433 shares; 2024Q4: 127,355 shares; 2025Q1: 123,589 shares; 2025Q2: 135,221 shares; 2025Q3: 155,758 shares 155,758 $26.1M 0.17% +20,537 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: 65,260 shares; 2024Q4: 66,007 shares; 2025Q1: 55,498 shares; 2025Q2: 56,087 shares; 2025Q3: 61,626 shares 61,626 $25.9M 0.17% +5,539 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: 96,826 shares; 2024Q4: 110,001 shares; 2025Q1: 111,484 shares; 2025Q2: 109,437 shares; 2025Q3: 117,280 shares 117,280 $25.8M 0.17% +7,843 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964,826 shares; 2024Q4: 995,288 shares; 2025Q1: 1,099,575 shares; 2025Q2: 1,175,418 shares; 2025Q3: 1,269,611 shares 1,269,611 $25.3M 0.16% +94,193 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,644 shares; 2024Q4: 200,190 shares; 2025Q1: 198,000 shares; 2025Q2: 182,957 shares; 2025Q3: 192,922 shares 192,922 $25.1M 0.16% +9,965 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: 70,239 shares; 2024Q4: 73,784 shares; 2025Q1: 57,005 shares; 2025Q2: 37,243 shares; 2025Q3: 40,357 shares 40,357 $24.5M 0.16% +3,114 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,898 shares; 2024Q4: 337,007 shares; 2025Q1: 409,603 shares; 2025Q2: 328,360 shares; 2025Q3: 336,081 shares 336,081 $24.3M 0.16% +7,721 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,479 shares; 2024Q4: 195,090 shares; 2025Q1: 193,827 shares; 2025Q2: 261,754 shares; 2025Q3: 273,056 shares 273,056 $24.2M 0.16% +11,302 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: 99,675 shares; 2024Q4: 98,172 shares; 2025Q1: 96,299 shares; 2025Q2: 95,562 shares; 2025Q3: 96,191 shares 96,191 $23.8M 0.16% +629 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: 151,718 shares; 2024Q4: 145,567 shares; 2025Q1: 160,642 shares; 2025Q2: 255,588 shares; 2025Q3: 283,533 shares 283,533 $23.8M 0.16% +27,945 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: 119,608 shares; 2024Q4: 156,197 shares; 2025Q1: 177,073 shares; 2025Q2: 172,661 shares; 2025Q3: 124,601 shares 124,601 $23.7M 0.15% -48,060 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: 198,126 shares; 2024Q4: 229,405 shares; 2025Q1: 226,628 shares; 2025Q2: 201,995 shares; 2025Q3: 210,105 shares 210,105 $23.3M 0.15% +8,110 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: 130,966 shares; 2024Q4: 133,969 shares; 2025Q1: 129,457 shares; 2025Q2: 111,648 shares; 2025Q3: 98,968 shares 98,968 $23.3M 0.15% -12,680 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: 112,147 shares; 2024Q4: 105,556 shares; 2025Q1: 133,232 shares; 2025Q2: 151,529 shares; 2025Q3: 80,085 shares 80,085 $23M 0.15% -71,444 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: 67,786 shares; 2024Q4: 69,216 shares; 2025Q1: 68,042 shares; 2025Q2: 67,921 shares; 2025Q3: 68,597 shares 68,597 $22.9M 0.15% +676 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: 281,286 shares; 2024Q4: 279,197 shares; 2025Q1: 253,459 shares; 2025Q2: 231,513 shares; 2025Q3: 252,909 shares 252,909 $22.6M 0.15% +21,396 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: 364,519 shares; 2024Q4: 250,461 shares; 2025Q1: 250,952 shares; 2025Q2: 317,356 shares; 2025Q3: 339,397 shares 339,397 $22.6M 0.15% +22,041 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,699 shares; 2024Q4: 264,666 shares; 2025Q1: 295,906 shares; 2025Q2: 323,901 shares; 2025Q3: 295,953 shares 295,953 $22.1M 0.14% -27,948 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: 86,748 shares; 2024Q4: 87,097 shares; 2025Q1: 99,981 shares; 2025Q2: 97,899 shares; 2025Q3: 104,351 shares 104,351 $21.9M 0.14% +6,452 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,434 shares; 2024Q4: 681,400 shares; 2025Q1: 788,938 shares; 2025Q2: 803,491 shares; 2025Q3: 814,252 shares 814,252 $21.7M 0.14% +10,761 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: 317,554 shares; 2024Q4: 297,522 shares; 2025Q1: 337,414 shares; 2025Q2: 274,209 shares; 2025Q3: 277,147 shares 277,147 $21.4M 0.14% +2,938 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: 194,395 shares; 2024Q4: 129,832 shares; 2025Q1: 132,790 shares; 2025Q2: 134,925 shares; 2025Q3: 138,209 shares 138,209 $20.9M 0.14% +3,284 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: 940,878 shares; 2024Q4: 787,067 shares; 2025Q1: 1,005,712 shares; 2025Q2: 739,243 shares; 2025Q3: 768,697 shares 768,697 $20.8M 0.14% +29,454 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,393 shares; 2024Q4: 83,485 shares; 2025Q1: 90,292 shares; 2025Q2: 105,353 shares; 2025Q3: 109,202 shares 109,202 $20.6M 0.13% +3,849 Timeline URA 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: 412,534 shares; 2024Q4: 422,461 shares; 2025Q1: 436,194 shares; 2025Q2: 414,332 shares; 2025Q3: 411,283 shares 411,283 $19.9M 0.13% -3,049 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 4,806 shares; 2025Q1: 176,617 shares; 2025Q2: 176,648 shares; 2025Q3: 172,783 shares 172,783 $19.7M 0.13% -3,865 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: 163,708 shares; 2024Q4: 166,145 shares; 2025Q1: 169,787 shares; 2025Q2: 188,547 shares; 2025Q3: 188,627 shares 188,627 $19.5M 0.13% +80 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,706 shares; 2024Q4: 94,952 shares; 2025Q1: 89,762 shares; 2025Q2: 95,850 shares; 2025Q3: 95,890 shares 95,890 $19.3M 0.13% +40 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: 102,716 shares; 2024Q4: 136,011 shares; 2025Q1: 145,269 shares; 2025Q2: 95,906 shares; 2025Q3: 117,581 shares 117,581 $19.3M 0.13% +21,675 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: 43,481 shares; 2024Q4: 42,751 shares; 2025Q1: 40,646 shares; 2025Q2: 40,780 shares; 2025Q3: 39,937 shares 39,937 $18.7M 0.12% -843 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: 8,749 shares; 2024Q4: 15,895 shares; 2025Q1: 18,102 shares; 2025Q2: 16,836 shares; 2025Q3: 20,454 shares 20,454 $18.6M 0.12% +3,618 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: 16,257 shares; 2025Q1: 16,051 shares; 2025Q2: 15,638 shares; 2025Q3: 15,871 shares 15,871 $18.1M 0.12% +233 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: 34,458 shares; 2024Q4: 35,119 shares; 2025Q1: 32,978 shares; 2025Q2: 31,930 shares; 2025Q3: 33,980 shares 33,980 $18M 0.12% +2,050 Timeline GRTUF GRANITE REAL ESTATE INVESTME More: the full row for GRANITE REAL ESTATE INVESTME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 410,644 shares; 2025Q1: 438,412 shares; 2025Q2: 359,747 shares; 2025Q3: 319,750 shares 319,750 $17.8M 0.12% -39,997 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: 32,792 shares; 2024Q4: 31,856 shares; 2025Q1: 34,637 shares; 2025Q2: 36,691 shares; 2025Q3: 36,583 shares 36,583 $17.6M 0.11% -108 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,836 shares; 2024Q4: 220,174 shares; 2025Q1: 222,853 shares; 2025Q2: 107,782 shares; 2025Q3: 295,269 shares 295,269 $17.6M 0.11% +187,487 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,060 shares; 2024Q4: 20,162 shares; 2025Q1: 19,407 shares; 2025Q2: 21,518 shares; 2025Q3: 22,162 shares 22,162 $17M 0.11% +644 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,629 shares; 2024Q4: 127,534 shares; 2025Q1: 127,465 shares; 2025Q2: 403,157 shares; 2025Q3: 482,056 shares 482,056 $16.9M 0.11% +78,899 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,794 shares; 2024Q4: 109,789 shares; 2025Q1: 119,767 shares; 2025Q2: 192,208 shares; 2025Q3: 206,863 shares 206,863 $16.6M 0.11% +14,655 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: 34,977 shares; 2024Q4: 33,844 shares; 2025Q1: 34,963 shares; 2025Q2: 35,040 shares; 2025Q3: 35,741 shares 35,741 $16.6M 0.11% +701 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,289 shares; 2024Q4: 60,758 shares; 2025Q1: 61,914 shares; 2025Q2: 59,808 shares; 2025Q3: 58,604 shares 58,604 $16.4M 0.11% -1,204 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: 12,800 shares; 2024Q4: 15,038 shares; 2025Q1: 16,341 shares; 2025Q2: 16,452 shares; 2025Q3: 16,155 shares 16,155 $16.2M 0.11% -297 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: 59,217 shares; 2024Q4: 56,310 shares; 2025Q1: 53,303 shares; 2025Q2: 58,268 shares; 2025Q3: 57,314 shares 57,314 $15.9M 0.1% -954 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: 32,355 shares; 2024Q4: 33,195 shares; 2025Q1: 40,291 shares; 2025Q2: 45,594 shares; 2025Q3: 48,102 shares 48,102 $15.9M 0.1% +2,508 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: not reported; 2025Q2: 325,415 shares; 2025Q3: 453,759 shares 453,759 $15.8M 0.1% +128,344 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: 177,053 shares; 2024Q4: 183,615 shares; 2025Q1: 172,719 shares; 2025Q2: 178,919 shares; 2025Q3: 163,266 shares 163,266 $15.8M 0.1% -15,653 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: 49,634 shares; 2024Q4: 49,092 shares; 2025Q1: 53,809 shares; 2025Q2: 60,054 shares; 2025Q3: 66,252 shares 66,252 $15.6M 0.1% +6,198 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: 6,490 shares; 2024Q4: 6,732 shares; 2025Q1: 6,748 shares; 2025Q2: 102,320 shares; 2025Q3: 145,026 shares 145,026 $15.3M 0.1% +42,706 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,886 shares; 2024Q4: 158,439 shares; 2025Q1: 217,761 shares; 2025Q2: 267,743 shares; 2025Q3: 289,540 shares 289,540 $15.3M 0.1% +21,797 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: 150,589 shares; 2024Q4: 130,093 shares; 2025Q1: 147,191 shares; 2025Q2: 151,093 shares; 2025Q3: 160,063 shares 160,063 $15.2M 0.1% +8,970 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: 11,091 shares; 2024Q4: 29,013 shares; 2025Q1: 713 shares; 2025Q2: 2,505 shares; 2025Q3: 21,249 shares 21,249 $15M 0.1% +18,744 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 312,408 shares; 2025Q2: 314,996 shares; 2025Q3: 320,597 shares 320,597 $14.9M 0.1% +5,601 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: 36,783 shares; 2024Q4: 37,918 shares; 2025Q1: 38,524 shares; 2025Q2: 38,866 shares; 2025Q3: 34,723 shares 34,723 $14.8M 0.1% -4,143 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: 21,251 shares; 2024Q4: 1,476 shares; 2025Q1: 27,006 shares; 2025Q2: 25,414 shares; 2025Q3: 68,756 shares 68,756 $14.4M 0.09% +43,342 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,634 shares; 2024Q4: 274,355 shares; 2025Q1: 304,719 shares; 2025Q2: 313,972 shares; 2025Q3: 363,402 shares 363,402 $14.2M 0.09% +49,430 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,423 shares; 2024Q4: 85,710 shares; 2025Q1: 81,032 shares; 2025Q2: 78,393 shares; 2025Q3: 66,227 shares 66,227 $14.1M 0.09% -12,166 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: 51,810 shares; 2024Q4: 55,506 shares; 2025Q1: 58,155 shares; 2025Q2: 57,392 shares; 2025Q3: 64,995 shares 64,995 $14.1M 0.09% +7,603 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: 216,413 shares; 2024Q4: 216,394 shares; 2025Q1: 210,528 shares; 2025Q2: 212,930 shares; 2025Q3: 213,102 shares 213,102 $13.5M 0.09% +172 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: 133,002 shares; 2024Q4: 116,763 shares; 2025Q1: 83,188 shares; 2025Q2: 103,366 shares; 2025Q3: 93,233 shares 93,233 $13.1M 0.09% -10,133 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: 40,450 shares; 2024Q4: 41,313 shares; 2025Q1: 48,725 shares; 2025Q2: 42,713 shares; 2025Q3: 66,945 shares 66,945 $13.1M 0.09% +24,232 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,895 shares; 2024Q4: 82,836 shares; 2025Q1: 87,825 shares; 2025Q2: 150,076 shares; 2025Q3: 158,517 shares 158,517 $12.8M 0.08% +8,441 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: 14,509 shares; 2024Q4: 14,429 shares; 2025Q1: 11,017 shares; 2025Q2: 10,266 shares; 2025Q3: 11,081 shares 11,081 $12.5M 0.08% +815 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,554 shares; 2024Q4: 57,684 shares; 2025Q1: 58,601 shares; 2025Q2: 120,805 shares; 2025Q3: 130,390 shares 130,390 $12.5M 0.08% +9,585 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,678 shares; 2024Q4: 122,746 shares; 2025Q1: 120,150 shares; 2025Q2: 120,741 shares; 2025Q3: 119,111 shares 119,111 $12.4M 0.08% -1,630 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,445 shares; 2024Q4: 65,848 shares; 2025Q1: 55,347 shares; 2025Q2: 60,460 shares; 2025Q3: 61,706 shares 61,706 $12.3M 0.08% +1,246 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,439 shares; 2024Q4: 45,833 shares; 2025Q1: 52,709 shares; 2025Q2: 50,938 shares; 2025Q3: 60,546 shares 60,546 $11.7M 0.08% +9,608 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,624 shares; 2024Q4: 102,126 shares; 2025Q1: 111,144 shares; 2025Q2: 139,848 shares; 2025Q3: 142,212 shares 142,212 $11.7M 0.08% +2,364 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: 30,331 shares; 2024Q4: 31,039 shares; 2025Q1: 22,732 shares; 2025Q2: 23,691 shares; 2025Q3: 23,243 shares 23,243 $11.6M 0.08% -448 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: 46,007 shares; 2024Q4: 62,096 shares; 2025Q1: 65,125 shares; 2025Q2: 70,704 shares; 2025Q3: 52,842 shares 52,842 $11.4M 0.07% -17,862 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: 130,413 shares; 2024Q4: 127,094 shares; 2025Q1: 96,213 shares; 2025Q2: 98,334 shares; 2025Q3: 88,557 shares 88,557 $11M 0.07% -9,777 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: 39,044 shares; 2024Q4: 59,040 shares; 2025Q1: 61,533 shares; 2025Q2: 115,238 shares; 2025Q3: 120,072 shares 120,072 $10.5M 0.07% +4,834 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,590 shares; 2024Q4: 53,293 shares; 2025Q1: 46,144 shares; 2025Q2: 53,582 shares; 2025Q3: 58,026 shares 58,026 $10.3M 0.07% +4,444 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,036 shares; 2024Q4: 155,301 shares; 2025Q1: 159,240 shares; 2025Q2: 160,214 shares; 2025Q3: 154,560 shares 154,560 $10.3M 0.07% -5,654 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,612 shares; 2025Q1: 9,025 shares; 2025Q2: 9,479 shares; 2025Q3: 10,780 shares 10,780 $10.1M 0.07% +1,301 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: 87,626 shares; 2024Q4: 79,599 shares; 2025Q1: 85,410 shares; 2025Q2: 87,952 shares; 2025Q3: 82,195 shares 82,195 $10.1M 0.07% -5,757 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: 169,714 shares; 2024Q4: 90,536 shares; 2025Q1: 126,386 shares; 2025Q2: 66,158 shares; 2025Q3: 111,991 shares 111,991 $10M 0.07% +45,833 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: 52,632 shares; 2024Q4: 86,148 shares; 2025Q1: 98,203 shares; 2025Q2: 38,716 shares; 2025Q3: 42,510 shares 42,510 $9.93M 0.06% +3,794 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: 155,987 shares; 2024Q4: 124,941 shares; 2025Q1: 74,055 shares; 2025Q2: 74,944 shares; 2025Q3: 74,992 shares 74,992 $9.84M 0.06% +48 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: 23,799 shares; 2024Q4: 23,215 shares; 2025Q1: 25,256 shares; 2025Q2: 26,363 shares; 2025Q3: 21,721 shares 21,721 $9.82M 0.06% -4,642 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: 139,185 shares; 2024Q4: 198,351 shares; 2025Q1: 168,430 shares; 2025Q2: 157,233 shares; 2025Q3: 161,464 shares 161,464 $9.78M 0.06% +4,231 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: 144,470 shares; 2024Q4: 157,014 shares; 2025Q1: 231,165 shares; 2025Q2: 290,527 shares; 2025Q3: 326,263 shares 326,263 $9.69M 0.06% +35,736 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: 82,782 shares; 2024Q4: 75,001 shares; 2025Q1: 75,880 shares; 2025Q2: 87,161 shares; 2025Q3: 88,884 shares 88,884 $9.68M 0.06% +1,723 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: 107,105 shares; 2024Q4: 196,774 shares; 2025Q1: 217,770 shares; 2025Q2: 111,178 shares; 2025Q3: 118,683 shares 118,683 $9.61M 0.06% +7,505 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: 92,009 shares; 2024Q4: 98,606 shares; 2025Q1: 104,640 shares; 2025Q2: 83,747 shares; 2025Q3: 84,184 shares 84,184 $9.4M 0.06% +437 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: 68,971 shares; 2024Q4: 65,396 shares; 2025Q1: 72,531 shares; 2025Q2: 73,724 shares; 2025Q3: 80,713 shares 80,713 $9.4M 0.06% +6,989 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: 90,719 shares; 2024Q4: 94,796 shares; 2025Q1: 119,619 shares; 2025Q2: 89,753 shares; 2025Q3: 109,463 shares 109,463 $9.1M 0.06% +19,710 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: 112,733 shares; 2024Q4: 130,785 shares; 2025Q1: 137,695 shares; 2025Q2: 143,024 shares; 2025Q3: 130,220 shares 130,220 $8.95M 0.06% -12,804 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 207,735 shares; 2025Q3: 222,884 shares 222,884 $8.92M 0.06% +15,149 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: 125,668 shares; 2024Q4: 206,349 shares; 2025Q1: 171,340 shares; 2025Q2: 202,615 shares; 2025Q3: 243,087 shares 243,087 $8.73M 0.06% +40,472 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: 27,936 shares; 2024Q4: 53,856 shares; 2025Q1: 125,928 shares; 2025Q2: 163,039 shares; 2025Q3: 152,316 shares 152,316 $8.66M 0.06% -10,723 Timeline EWS 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: 120,410 shares; 2024Q4: 122,741 shares; 2025Q1: 113,538 shares; 2025Q2: 211,972 shares; 2025Q3: 291,669 shares 291,669 $8.34M 0.05% +79,697 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,945 shares; 2024Q4: 73,534 shares; 2025Q1: 74,010 shares; 2025Q2: 72,297 shares; 2025Q3: 68,052 shares 68,052 $8.33M 0.05% -4,245 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,946 shares; 2024Q4: 16,258 shares; 2025Q1: 4,649 shares; 2025Q2: 11,683 shares; 2025Q3: 12,593 shares 12,593 $8.26M 0.05% +910 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: 45,349 shares; 2024Q4: 57,156 shares; 2025Q1: 56,569 shares; 2025Q2: 57,090 shares; 2025Q3: 52,944 shares 52,944 $8.15M 0.05% -4,146 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: 129,939 shares; 2024Q4: 139,487 shares; 2025Q1: 151,744 shares; 2025Q2: 145,692 shares; 2025Q3: 152,488 shares 152,488 $8.14M 0.05% +6,796 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: 61,004 shares; 2024Q4: 61,999 shares; 2025Q1: 42,610 shares; 2025Q2: 39,341 shares; 2025Q3: 32,057 shares 32,057 $7.82M 0.05% -7,284 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,448 shares; 2024Q4: 185,819 shares; 2025Q1: 99,760 shares; 2025Q2: 177,044 shares; 2025Q3: 500,982 shares 500,982 $7.71M 0.05% +323,938 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: 17,352 shares; 2024Q4: 27,447 shares; 2025Q1: 13,649 shares; 2025Q2: 12,802 shares; 2025Q3: 22,360 shares 22,360 $7.69M 0.05% +9,558 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,864 shares; 2024Q4: 202,917 shares; 2025Q1: 206,283 shares; 2025Q2: 182,480 shares; 2025Q3: 168,862 shares 168,862 $7.66M 0.05% -13,618 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: 98,610 shares; 2024Q4: 98,192 shares; 2025Q1: 115,244 shares; 2025Q2: 153,078 shares; 2025Q3: 164,215 shares 164,215 $7.62M 0.05% +11,137 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: 196,774 shares; 2024Q4: 56,426 shares; 2025Q1: 66,029 shares; 2025Q2: 98,973 shares; 2025Q3: 172,854 shares 172,854 $7.61M 0.05% +73,881 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: 32,747 shares; 2024Q4: 33,022 shares; 2025Q1: 47,878 shares; 2025Q2: 54,534 shares; 2025Q3: 56,433 shares 56,433 $7.6M 0.05% +1,899 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: 215,256 shares; 2024Q4: 223,373 shares; 2025Q1: 215,292 shares; 2025Q2: 97,169 shares; 2025Q3: 95,710 shares 95,710 $7.53M 0.05% -1,459 Timeline AVDV 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: 53,682 shares; 2024Q4: 73,904 shares; 2025Q1: 78,238 shares; 2025Q2: 78,836 shares; 2025Q3: 84,128 shares 84,128 $7.51M 0.05% +5,292 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,197 shares; 2024Q4: 1,149,574 shares; 2025Q1: 1,262,629 shares; 2025Q2: 1,269,433 shares; 2025Q3: 1,313,132 shares 1,313,132 $7.49M 0.05% +43,699 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: 4,517 shares; 2024Q4: 4,232 shares; 2025Q1: 9,142 shares; 2025Q2: 91,625 shares; 2025Q3: 97,679 shares 97,679 $7.48M 0.05% +6,054 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: 30,227 shares; 2024Q4: 47,525 shares; 2025Q1: 54,294 shares; 2025Q2: 59,839 shares; 2025Q3: 61,475 shares 61,475 $7.33M 0.05% +1,636 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506,592 shares; 2025Q2: 519,442 shares; 2025Q3: 512,933 shares 512,933 $7.33M 0.05% -6,509 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 4,997 shares; 2025Q1: 10,900 shares; 2025Q2: 10,890 shares; 2025Q3: 10,339 shares 10,339 $7.25M 0.05% -551 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: 42,819 shares; 2024Q4: 35,023 shares; 2025Q1: 34,767 shares; 2025Q2: 36,643 shares; 2025Q3: 33,177 shares 33,177 $7.23M 0.05% -3,466 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,512 shares; 2024Q4: 29,719 shares; 2025Q1: 30,530 shares; 2025Q2: 31,781 shares; 2025Q3: 46,975 shares 46,975 $7.22M 0.05% +15,194 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: 104,968 shares; 2024Q4: 89,544 shares; 2025Q1: 76,917 shares; 2025Q2: 60,336 shares; 2025Q3: 84,906 shares 84,906 $7.18M 0.05% +24,570 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,011 shares; 2024Q4: 215,579 shares; 2025Q1: 222,832 shares; 2025Q2: 148,901 shares; 2025Q3: 73,938 shares 73,938 $7.14M 0.05% -74,963 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: 138,941 shares; 2024Q4: 117,808 shares; 2025Q1: 100,968 shares; 2025Q2: 109,007 shares; 2025Q3: 103,386 shares 103,386 $7.11M 0.05% -5,621 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,802 shares; 2024Q4: 89,514 shares; 2025Q1: 76,172 shares; 2025Q2: 77,467 shares; 2025Q3: 87,858 shares 87,858 $7.02M 0.05% +10,391 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 28,526 shares; 2025Q2: 35,184 shares; 2025Q3: 38,340 shares 38,340 $6.98M 0.05% +3,156 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: 52,682 shares; 2024Q4: 4,125 shares; 2025Q1: 4,920 shares; 2025Q2: 3,788 shares; 2025Q3: 44,304 shares 44,304 $6.93M 0.05% +40,516 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,942 shares; 2024Q4: 25,675 shares; 2025Q1: 25,482 shares; 2025Q2: 25,083 shares; 2025Q3: 87,410 shares 87,410 $6.91M 0.05% +62,327 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: 75,094 shares; 2024Q4: 78,697 shares; 2025Q1: 91,920 shares; 2025Q2: 75,965 shares; 2025Q3: 72,432 shares 72,432 $6.87M 0.04% -3,533 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,582 shares; 2024Q4: 119,073 shares; 2025Q1: 126,457 shares; 2025Q2: 132,086 shares; 2025Q3: 143,166 shares 143,166 $6.83M 0.04% +11,080 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,273 shares; 2024Q4: 24,563 shares; 2025Q1: 26,196 shares; 2025Q2: 28,131 shares; 2025Q3: 29,285 shares 29,285 $6.82M 0.04% +1,154 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 179,244 shares; 2025Q1: 194,153 shares; 2025Q2: 193,136 shares; 2025Q3: 193,134 shares 193,134 $6.79M 0.04% -2 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: 55,741 shares; 2024Q4: 61,020 shares; 2025Q1: 58,337 shares; 2025Q2: 64,972 shares; 2025Q3: 67,407 shares 67,407 $6.78M 0.04% +2,435 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: 5,275 shares; 2024Q4: 4,822 shares; 2025Q1: 5,926 shares; 2025Q2: 4,660 shares; 2025Q3: 114,747 shares 114,747 $6.74M 0.04% +110,087 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 93 shares; 2025Q1: 12,649 shares; 2025Q2: 13,184 shares; 2025Q3: 13,655 shares 13,655 $6.7M 0.04% +471 IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,335 shares; 2024Q4: 34,972 shares; 2025Q1: 36,060 shares; 2025Q2: 89,734 shares; 2025Q3: 95,645 shares 95,645 $6.58M 0.04% +5,911 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,955 shares; 2024Q4: 12,052 shares; 2025Q1: 11,616 shares; 2025Q2: 11,404 shares; 2025Q3: 12,084 shares 12,084 $6.57M 0.04% +680 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,438 shares; 2024Q4: 30,769 shares; 2025Q1: 37,211 shares; 2025Q2: 49,141 shares; 2025Q3: 51,352 shares 51,352 $6.55M 0.04% +2,211 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,688 shares; 2024Q4: 21,271 shares; 2025Q1: 15,841 shares; 2025Q2: 15,321 shares; 2025Q3: 154,117 shares 154,117 $6.54M 0.04% +138,796 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: 19,882 shares; 2024Q4: 19,731 shares; 2025Q1: 20,069 shares; 2025Q2: 28,870 shares; 2025Q3: 36,275 shares 36,275 $6.54M 0.04% +7,405 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: 23,378 shares; 2024Q4: 42,062 shares; 2025Q1: 63,154 shares; 2025Q2: 141,775 shares; 2025Q3: 131,280 shares 131,280 $6.53M 0.04% -10,495 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,840 shares; 2024Q4: 153,270 shares; 2025Q1: 105,280 shares; 2025Q2: 81,013 shares; 2025Q3: 89,858 shares 89,858 $6.51M 0.04% +8,845 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: 22,651 shares; 2024Q4: 28,416 shares; 2025Q1: 25,998 shares; 2025Q2: 19,545 shares; 2025Q3: 14,638 shares 14,638 $6.41M 0.04% -4,907 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: 16,245 shares; 2024Q4: 16,828 shares; 2025Q1: 16,951 shares; 2025Q2: 16,989 shares; 2025Q3: 18,672 shares 18,672 $6.38M 0.04% +1,683 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: 19,363 shares; 2024Q4: 25,011 shares; 2025Q1: 29,345 shares; 2025Q2: 61,378 shares; 2025Q3: 62,770 shares 62,770 $6.31M 0.04% +1,392 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 633 shares; 2025Q1: 272,388 shares; 2025Q2: 291,926 shares; 2025Q3: 298,034 shares 298,034 $6.15M 0.04% +6,108 Timeline SLSR SOLARIS RES INC More: the full row for SOLARIS RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700,422 shares; 2024Q4: 1,585,865 shares; 2025Q1: 1,341,008 shares; 2025Q2: 1,259,833 shares; 2025Q3: 973,614 shares 973,614 $6.14M 0.04% -286,219 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 125 shares; 2025Q1: 2,693 shares; 2025Q2: 3,945 shares; 2025Q3: 2,806 shares 2,806 $6.11M 0.04% -1,139 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 448 shares; 2025Q1: 538 shares; 2025Q2: 50,759 shares; 2025Q3: 43,774 shares 43,774 $6.1M 0.04% -6,985 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 1,443 shares; 2025Q1: 1,631 shares; 2025Q2: 1,845 shares; 2025Q3: 80,193 shares 80,193 $6.04M 0.04% +78,348 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: 20,987 shares; 2024Q4: 22,139 shares; 2025Q1: 25,936 shares; 2025Q2: 37,925 shares; 2025Q3: 32,847 shares 32,847 $5.98M 0.04% -5,078 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: 21,626 shares; 2024Q4: 22,436 shares; 2025Q1: 22,525 shares; 2025Q2: 22,315 shares; 2025Q3: 22,148 shares 22,148 $5.98M 0.04% -167 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 14,948 shares; 2025Q1: 12,456 shares; 2025Q2: 56,459 shares; 2025Q3: 82,898 shares 82,898 $5.91M 0.04% +26,439 Timeline BBUC BROOKFIELD BUSINESS HOLDINGS More: the full row for BROOKFIELD BUSINESS HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,040 shares; 2024Q4: 204,565 shares; 2025Q1: 208,599 shares; 2025Q2: 183,080 shares; 2025Q3: 177,223 shares 177,223 $5.86M 0.04% -5,857 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: 45,800 shares; 2024Q4: 66,690 shares; 2025Q1: 64,210 shares; 2025Q2: 64,740 shares; 2025Q3: 115,285 shares 115,285 $5.75M 0.04% +50,545 Timeline VTWG 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: 22,622 shares; 2024Q4: 23,696 shares; 2025Q1: 23,753 shares; 2025Q2: 23,706 shares; 2025Q3: 23,709 shares 23,709 $5.54M 0.04% +3 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: 4,340 shares; 2024Q4: 4,565 shares; 2025Q1: 5,787 shares; 2025Q2: 3,312 shares; 2025Q3: 5,740 shares 5,740 $5.53M 0.04% +2,428 Timeline DON 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: 76,009 shares; 2024Q4: 90,109 shares; 2025Q1: 102,371 shares; 2025Q2: 99,770 shares; 2025Q3: 105,731 shares 105,731 $5.52M 0.04% +5,961 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 53 shares; 2025Q1: 27 shares; 2025Q2: 4,613 shares; 2025Q3: 9,196 shares 9,196 $5.51M 0.04% +4,583 Timeline FBT 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: 30,734 shares; 2024Q4: 37,312 shares; 2025Q1: 36,720 shares; 2025Q2: 34,622 shares; 2025Q3: 29,757 shares 29,757 $5.5M 0.04% -4,865 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 56,160 shares; 2025Q1: 74,127 shares; 2025Q2: 85,566 shares; 2025Q3: 92,417 shares 92,417 $5.5M 0.04% +6,851 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: 14,658 shares; 2025Q1: 14,294 shares; 2025Q2: 14,738 shares; 2025Q3: 12,885 shares 12,885 $5.49M 0.04% -1,853 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 29,343 shares; 2025Q1: 21,567 shares; 2025Q2: 20,483 shares; 2025Q3: 21,842 shares 21,842 $5.46M 0.04% +1,359 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 25,448 shares; 2025Q1: 25,563 shares; 2025Q2: 25,799 shares; 2025Q3: 25,091 shares 25,091 $5.4M 0.04% -708 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: 67,329 shares; 2024Q4: 104,474 shares; 2025Q1: 80,224 shares; 2025Q2: 80,583 shares; 2025Q3: 70,554 shares 70,554 $5.38M 0.04% -10,029 Timeline RING 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: not reported; 2024Q4: 46,531 shares; 2025Q1: 68,486 shares; 2025Q2: 78,079 shares; 2025Q3: 81,089 shares 81,089 $5.32M 0.03% +3,010 Timeline CEF 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: 270,824 shares; 2024Q4: 120,633 shares; 2025Q1: 134,000 shares; 2025Q2: 146,060 shares; 2025Q3: 143,823 shares 143,823 $5.28M 0.03% -2,237 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: 20,720 shares; 2024Q4: 4,666 shares; 2025Q1: 4,453 shares; 2025Q2: 136,356 shares; 2025Q3: 202,868 shares 202,868 $5.26M 0.03% +66,512 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,694 shares; 2024Q4: 40,685 shares; 2025Q1: 43,004 shares; 2025Q2: 43,295 shares; 2025Q3: 271,602 shares 271,602 $5.25M 0.03% +228,307 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $5.24M 0.03% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,482 shares; 2024Q4: 30,599 shares; 2025Q1: 29,260 shares; 2025Q2: 29,211 shares; 2025Q3: 28,603 shares 28,603 $5.21M 0.03% -608 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 328,548 shares; 2025Q3: 500,590 shares 500,590 $5.21M 0.03% +172,042 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,901 shares; 2024Q4: 26,363 shares; 2025Q1: 54,858 shares; 2025Q2: 59,889 shares; 2025Q3: 64,914 shares 64,914 $5.09M 0.03% +5,025 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 89,546 shares; 2025Q3: 133,852 shares 133,852 $5.03M 0.03% +44,306 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: 7,889 shares; 2024Q4: 8,303 shares; 2025Q1: 6,563 shares; 2025Q2: 27,372 shares; 2025Q3: 56,844 shares 56,844 $5.02M 0.03% +29,472 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: 27,300 shares; 2024Q4: 25,811 shares; 2025Q1: 26,265 shares; 2025Q2: 26,373 shares; 2025Q3: 20,605 shares 20,605 $5M 0.03% -5,768 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,692 shares; 2024Q4: 14,485 shares; 2025Q1: 24,336 shares; 2025Q2: 27,330 shares; 2025Q3: 27,067 shares 27,067 $4.95M 0.03% -263 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 76,499 shares 76,499 $4.93M 0.03% +76,498 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: 4,426 shares; 2024Q4: 4,445 shares; 2025Q1: 5,080 shares; 2025Q2: 6,515 shares; 2025Q3: 6,561 shares 6,561 $4.91M 0.03% +46 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,860 shares; 2024Q4: 69,214 shares; 2025Q1: 26,071 shares; 2025Q2: 22,981 shares; 2025Q3: 26,176 shares 26,176 $4.88M 0.03% +3,195 Timeline PFM 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: 59,924 shares; 2024Q4: 62,060 shares; 2025Q1: 69,571 shares; 2025Q2: 95,087 shares; 2025Q3: 94,704 shares 94,704 $4.83M 0.03% -383 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,759 shares; 2024Q4: 78,715 shares; 2025Q1: 91,238 shares; 2025Q2: 124,231 shares; 2025Q3: 116,262 shares 116,262 $4.83M 0.03% -7,969 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,726 shares; 2024Q4: 25,905 shares; 2025Q1: 20,236 shares; 2025Q2: 20,270 shares; 2025Q3: 22,649 shares 22,649 $4.78M 0.03% +2,379 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,153 shares; 2024Q4: 150,687 shares; 2025Q1: 168,444 shares; 2025Q2: 68,862 shares; 2025Q3: 56,788 shares 56,788 $4.77M 0.03% -12,074 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 9,319 shares; 2025Q1: 8,997 shares; 2025Q2: 9,468 shares; 2025Q3: 9,668 shares 9,668 $4.75M 0.03% +200 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,393 shares; 2024Q4: 35,090 shares; 2025Q1: 23,037 shares; 2025Q2: 25,104 shares; 2025Q3: 24,547 shares 24,547 $4.72M 0.03% -557 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,637 shares; 2025Q1: 8,739 shares; 2025Q2: 9,652 shares; 2025Q3: 9,665 shares 9,665 $4.7M 0.03% +13 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: 7,387 shares; 2024Q4: 33,572 shares; 2025Q1: 59,831 shares; 2025Q2: 61,527 shares; 2025Q3: 63,495 shares 63,495 $4.7M 0.03% +1,968 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: 122,072 shares; 2024Q4: 128,351 shares; 2025Q1: 127,431 shares; 2025Q2: 124,048 shares; 2025Q3: 120,469 shares 120,469 $4.69M 0.03% -3,579 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,331 shares; 2024Q4: 83,195 shares; 2025Q1: 90,100 shares; 2025Q2: 89,480 shares; 2025Q3: 89,913 shares 89,913 $4.69M 0.03% +433 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 91,909 shares; 2025Q3: 131,626 shares 131,626 $4.67M 0.03% +39,717 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,012 shares; 2024Q4: 20,276 shares; 2025Q1: 32,186 shares; 2025Q2: 34,721 shares; 2025Q3: 31,149 shares 31,149 $4.66M 0.03% -3,572 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,002 shares; 2024Q4: 151,718 shares; 2025Q1: 148,534 shares; 2025Q2: not reported; 2025Q3: 116,335 shares 116,335 $4.63M 0.03% new 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: 29,394 shares; 2024Q4: 29,549 shares; 2025Q1: 25,103 shares; 2025Q2: 34,866 shares; 2025Q3: 39,280 shares 39,280 $4.58M 0.03% +4,414 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,439 shares; 2024Q4: 13,054 shares; 2025Q1: 15,923 shares; 2025Q2: 29,097 shares; 2025Q3: 19,812 shares 19,812 $4.57M 0.03% -9,285 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,951 shares; 2024Q4: 41,209 shares; 2025Q1: 46,139 shares; 2025Q2: 47,930 shares; 2025Q3: 51,360 shares 51,360 $4.53M 0.03% +3,430 Timeline AES AES CORP More: the full row for AES 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: not reported; 2025Q2: not reported; 2025Q3: 290,503 shares 290,503 $4.46M 0.03% new 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: 28,501 shares; 2024Q4: 20,316 shares; 2025Q1: 16,920 shares; 2025Q2: 18,385 shares; 2025Q3: 23,313 shares 23,313 $4.46M 0.03% +4,928 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,623 shares; 2024Q4: 55,193 shares; 2025Q1: 54,833 shares; 2025Q2: 60,345 shares; 2025Q3: 59,296 shares 59,296 $4.45M 0.03% -1,049 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,565 shares; 2024Q4: 448,155 shares; 2025Q1: 606,739 shares; 2025Q2: 563,421 shares; 2025Q3: 405,395 shares 405,395 $4.43M 0.03% -158,026 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: 114,557 shares; 2024Q4: 127,510 shares; 2025Q1: 127,654 shares; 2025Q2: 117,902 shares; 2025Q3: 120,711 shares 120,711 $4.42M 0.03% +2,809 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS 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: 119,657 shares; 2025Q2: 129,961 shares; 2025Q3: 127,622 shares 127,622 $4.41M 0.03% -2,339 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,344 shares; 2024Q4: 36,395 shares; 2025Q1: 35,050 shares; 2025Q2: 58,152 shares; 2025Q3: 49,349 shares 49,349 $4.34M 0.03% -8,803 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 241,668 shares; 2025Q2: 260,343 shares; 2025Q3: 273,664 shares 273,664 $4.29M 0.03% +13,321 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 39,659 shares; 2025Q2: 8,858 shares; 2025Q3: 50,614 shares 50,614 $4.18M 0.03% +41,756 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 14,269 shares; 2025Q1: 6,099 shares; 2025Q2: 6,328 shares; 2025Q3: 12,529 shares 12,529 $4.15M 0.03% +6,201 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: 43,520 shares; 2024Q4: 41,839 shares; 2025Q1: 42,170 shares; 2025Q2: 46,422 shares; 2025Q3: 43,992 shares 43,992 $4.15M 0.03% -2,430 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,790 shares 23,790 $4.14M 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,209 shares; 2025Q1: 968 shares; 2025Q2: 966 shares; 2025Q3: 974 shares 974 $4.14M 0.03% +8 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: 30,043 shares; 2024Q4: 30,892 shares; 2025Q1: 32,114 shares; 2025Q2: 32,088 shares; 2025Q3: 29,523 shares 29,523 $4.14M 0.03% -2,565 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,698 shares; 2024Q4: 111,830 shares; 2025Q1: 57,635 shares; 2025Q2: 65,219 shares; 2025Q3: 69,464 shares 69,464 $4.12M 0.03% +4,245 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: 13,299 shares; 2024Q4: 12,367 shares; 2025Q1: 11,412 shares; 2025Q2: 9,751 shares; 2025Q3: 6,006 shares 6,006 $4.08M 0.03% -3,745 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,792 shares; 2024Q4: 45,123 shares; 2025Q1: 16,012 shares; 2025Q2: 40,322 shares; 2025Q3: 41,342 shares 41,342 $4.08M 0.03% +1,020 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 629 shares; 2025Q1: 262 shares; 2025Q2: 278,275 shares; 2025Q3: 279,428 shares 279,428 $4.07M 0.03% +1,153 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 2,382 shares; 2025Q1: 14,175 shares; 2025Q2: 14,493 shares; 2025Q3: 18,049 shares 18,049 $4.06M 0.03% +3,556 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,554 shares; 2024Q4: 111,893 shares; 2025Q1: 74,663 shares; 2025Q2: 85,627 shares; 2025Q3: 94,395 shares 94,395 $4.06M 0.03% +8,768 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 6,653 shares; 2025Q1: 7,419 shares; 2025Q2: 7,773 shares; 2025Q3: 15,526 shares 15,526 $3.99M 0.03% +7,753 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: 106,033 shares; 2024Q4: 96,305 shares; 2025Q1: 84,650 shares; 2025Q2: 106,403 shares; 2025Q3: 48,035 shares 48,035 $3.98M 0.03% -58,368 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: 28,886 shares; 2025Q1: 34,401 shares; 2025Q2: 31,617 shares; 2025Q3: 27,790 shares 27,790 $3.97M 0.03% -3,827 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: 56,430 shares; 2024Q4: 60,416 shares; 2025Q1: 32,639 shares; 2025Q2: 16,776 shares; 2025Q3: 20,067 shares 20,067 $3.93M 0.03% +3,291 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: 14,038 shares; 2024Q4: 14,190 shares; 2025Q1: 14,070 shares; 2025Q2: 13,360 shares; 2025Q3: 13,474 shares 13,474 $3.93M 0.03% +114 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 23,615 shares; 2025Q1: 24,734 shares; 2025Q2: 25,921 shares; 2025Q3: 25,443 shares 25,443 $3.89M 0.03% -478 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: 21,520 shares; 2024Q4: 22,143 shares; 2025Q1: 21,283 shares; 2025Q2: 21,310 shares; 2025Q3: 7,729 shares 7,729 $3.86M 0.03% -13,581 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: 82,427 shares; 2024Q4: 63,832 shares; 2025Q1: 62,676 shares; 2025Q2: 62,425 shares; 2025Q3: 62,567 shares 62,567 $3.85M 0.03% +142 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 7,064 shares; 2025Q1: 7,194 shares; 2025Q2: 7,322 shares; 2025Q3: 7,695 shares 7,695 $3.84M 0.02% +373 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: 3,127 shares; 2024Q4: 5,223 shares; 2025Q1: 11,012 shares; 2025Q2: 12,696 shares; 2025Q3: 12,396 shares 12,396 $3.83M 0.02% -300 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,107 shares; 2024Q4: 98,121 shares; 2025Q1: 28,685 shares; 2025Q2: 56,888 shares; 2025Q3: 61,934 shares 61,934 $3.8M 0.02% +5,046 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,066 shares; 2024Q4: 14,586 shares; 2025Q1: 15,273 shares; 2025Q2: 18,079 shares; 2025Q3: 15,812 shares 15,812 $3.79M 0.02% -2,267 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: 9,571 shares; 2024Q4: 10,304 shares; 2025Q1: 10,548 shares; 2025Q2: 10,054 shares; 2025Q3: 10,731 shares 10,731 $3.78M 0.02% +677 Timeline GREK 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: 1 shares; 2024Q4: not reported; 2025Q1: 1,809 shares; 2025Q2: 58,261 shares; 2025Q3: 58,875 shares 58,875 $3.74M 0.02% +614 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,456 shares; 2025Q1: 28,660 shares; 2025Q2: 28,735 shares; 2025Q3: 28,316 shares 28,316 $3.73M 0.02% -419 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: 22,353 shares; 2024Q4: 33,459 shares; 2025Q1: 31,121 shares; 2025Q2: 38,368 shares; 2025Q3: 37,177 shares 37,177 $3.72M 0.02% -1,191 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,286 shares; 2024Q4: 33,297 shares; 2025Q1: 43,209 shares; 2025Q2: 43,390 shares; 2025Q3: 44,071 shares 44,071 $3.68M 0.02% +681 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 7,510 shares; 2025Q1: 9,190 shares; 2025Q2: 10,514 shares; 2025Q3: 12,431 shares 12,431 $3.68M 0.02% +1,917 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 31,877 shares 31,877 $3.6M 0.02% new 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: 19,810 shares; 2024Q4: 23,462 shares; 2025Q1: 64,142 shares; 2025Q2: 98,780 shares; 2025Q3: 22,380 shares 22,380 $3.6M 0.02% -76,400 Timeline EWT 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: 45,677 shares; 2024Q4: 46,648 shares; 2025Q1: 47,360 shares; 2025Q2: 50,573 shares; 2025Q3: 55,791 shares 55,791 $3.59M 0.02% +5,218 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,822 shares; 2025Q1: 7,623 shares; 2025Q2: 10,558 shares; 2025Q3: 20,670 shares 20,670 $3.57M 0.02% +10,112 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: 12,424 shares; 2024Q4: 13,388 shares; 2025Q1: 13,262 shares; 2025Q2: 13,657 shares; 2025Q3: 15,326 shares 15,326 $3.56M 0.02% +1,669 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: 50,211 shares; 2024Q4: 59,365 shares; 2025Q1: 57,614 shares; 2025Q2: 43,179 shares; 2025Q3: 38,403 shares 38,403 $3.51M 0.02% -4,776 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,987 shares; 2024Q4: 78,013 shares; 2025Q1: 137,954 shares; 2025Q2: 89,225 shares; 2025Q3: 99,368 shares 99,368 $3.48M 0.02% +10,143 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM 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: 57,602 shares; 2025Q3: 60,997 shares 60,997 $3.46M 0.02% +3,395 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,519 shares; 2024Q4: 172,830 shares; 2025Q1: 113,125 shares; 2025Q2: 134,082 shares; 2025Q3: 119,518 shares 119,518 $3.46M 0.02% -14,564 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: 24,244 shares; 2024Q4: 23,973 shares; 2025Q1: 27,797 shares; 2025Q2: 47,885 shares; 2025Q3: 47,338 shares 47,338 $3.41M 0.02% -547 Timeline QAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,687 shares; 2024Q4: 127,726 shares; 2025Q1: 139,016 shares; 2025Q2: 158,714 shares; 2025Q3: 175,045 shares 175,045 $3.4M 0.02% +16,331 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: 52,827 shares; 2024Q4: 53,580 shares; 2025Q1: 53,580 shares; 2025Q2: 105,643 shares; 2025Q3: 108,858 shares 108,858 $3.4M 0.02% +3,215 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5,405 shares; 2025Q1: 4,078 shares; 2025Q2: 5,365 shares; 2025Q3: 5,445 shares 5,445 $3.38M 0.02% +80 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: 14,927 shares; 2024Q4: 13,032 shares; 2025Q1: 14,977 shares; 2025Q2: 15,124 shares; 2025Q3: 14,792 shares 14,792 $3.37M 0.02% -332 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,715 shares; 2024Q4: 43,715 shares; 2025Q1: 43,715 shares; 2025Q2: 43,715 shares; 2025Q3: 43,715 shares 43,715 $3.34M 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,784 shares; 2024Q4: 32,592 shares; 2025Q1: 34,913 shares; 2025Q2: 40,516 shares; 2025Q3: 48,929 shares 48,929 $3.34M 0.02% +8,413 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: 52 shares; 2024Q4: 73 shares; 2025Q1: 273 shares; 2025Q2: 20,871 shares; 2025Q3: 27,675 shares 27,675 $3.34M 0.02% +6,804 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,778 shares; 2024Q4: 24,602 shares; 2025Q1: 37,006 shares; 2025Q2: 33,959 shares; 2025Q3: 34,795 shares 34,795 $3.33M 0.02% +836 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: 14,346 shares; 2025Q1: 11,702 shares; 2025Q2: 27,206 shares; 2025Q3: 12,468 shares 12,468 $3.32M 0.02% -14,738 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,630 shares; 2024Q4: 16,872 shares; 2025Q1: 17,037 shares; 2025Q2: 52,691 shares; 2025Q3: 56,308 shares 56,308 $3.31M 0.02% +3,617 EWL 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: 47,821 shares; 2024Q4: 48,738 shares; 2025Q1: 53,290 shares; 2025Q2: 53,422 shares; 2025Q3: 58,860 shares 58,860 $3.3M 0.02% +5,438 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: 2,227 shares; 2024Q4: 2,093 shares; 2025Q1: 2,367 shares; 2025Q2: 15,319 shares; 2025Q3: 15,371 shares 15,371 $3.28M 0.02% +52 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,140 shares; 2024Q4: 538,876 shares; 2025Q1: 289,235 shares; 2025Q2: 387,609 shares; 2025Q3: 131,709 shares 131,709 $3.28M 0.02% -255,900 Timeline EWA 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: 90,202 shares; 2024Q4: 91,888 shares; 2025Q1: 102,554 shares; 2025Q2: 109,543 shares; 2025Q3: 120,413 shares 120,413 $3.28M 0.02% +10,870 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 12,780 shares; 2025Q1: 18,461 shares; 2025Q2: 14,920 shares; 2025Q3: 12,809 shares 12,809 $3.27M 0.02% -2,111 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,996 shares; 2024Q4: 32,691 shares; 2025Q1: 41,946 shares; 2025Q2: 43,370 shares; 2025Q3: 47,794 shares 47,794 $3.26M 0.02% +4,424 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,025 shares; 2024Q4: 49,956 shares; 2025Q1: 53,616 shares; 2025Q2: 62,793 shares; 2025Q3: 69,243 shares 69,243 $3.23M 0.02% +6,450 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: 34,819 shares; 2024Q4: 35,896 shares; 2025Q1: 35,785 shares; 2025Q2: 12,302 shares; 2025Q3: 12,041 shares 12,041 $3.21M 0.02% -261 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 678 shares; 2025Q1: 390 shares; 2025Q2: not reported; 2025Q3: 37,726 shares 37,726 $3.21M 0.02% new 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: 5,945 shares; 2024Q4: 7,608 shares; 2025Q1: 11,033 shares; 2025Q2: 62,757 shares; 2025Q3: 12,849 shares 12,849 $3.17M 0.02% -49,908 Timeline PSLV 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: 76,785 shares; 2024Q4: 81,205 shares; 2025Q1: 120,640 shares; 2025Q2: 168,004 shares; 2025Q3: 198,199 shares 198,199 $3.16M 0.02% +30,195 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 209,019 shares; 2025Q3: 96,552 shares 96,552 $3.16M 0.02% -112,467 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,975 shares 14,975 $3.15M 0.02% new 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: 74,949 shares; 2024Q4: 17,418 shares; 2025Q1: 25,914 shares; 2025Q2: 28,133 shares; 2025Q3: 35,808 shares 35,808 $3.15M 0.02% +7,675 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: 14,942 shares; 2024Q4: 15,365 shares; 2025Q1: 16,391 shares; 2025Q2: 19,899 shares; 2025Q3: 18,816 shares 18,816 $3.12M 0.02% -1,083 Timeline COPX 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: 393 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 51,027 shares 51,027 $3.1M 0.02% +50,826 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,387 shares; 2024Q4: 24,611 shares; 2025Q1: 31,326 shares; 2025Q2: 27,936 shares; 2025Q3: 26,627 shares 26,627 $3.07M 0.02% -1,309 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: 61,667 shares; 2024Q4: 59,247 shares; 2025Q1: 38,082 shares; 2025Q2: 31,189 shares; 2025Q3: 14,992 shares 14,992 $3.06M 0.02% -16,197 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 368 shares; 2025Q1: 10,688 shares; 2025Q2: 10,779 shares; 2025Q3: 10,703 shares 10,703 $3.03M 0.02% -76 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,692 shares; 2024Q4: 22,398 shares; 2025Q1: 18,418 shares; 2025Q2: 19,689 shares; 2025Q3: 22,370 shares 22,370 $3.01M 0.02% +2,681 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,874 shares; 2024Q4: 17,422 shares; 2025Q1: 18,229 shares; 2025Q2: 19,780 shares; 2025Q3: 17,863 shares 17,863 $3M 0.02% -1,917 Timeline FTBD 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: 66,056 shares; 2024Q4: 66,140 shares; 2025Q1: 66,073 shares; 2025Q2: 55,583 shares; 2025Q3: 59,644 shares 59,644 $2.98M 0.02% +4,061 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,138 shares 10,138 $2.96M 0.02% new 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: 4,428 shares; 2024Q4: 4,367 shares; 2025Q1: 4,749 shares; 2025Q2: 4,685 shares; 2025Q3: 4,947 shares 4,947 $2.96M 0.02% +262 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,423 shares; 2025Q2: 28,458 shares; 2025Q3: 31,952 shares 31,952 $2.96M 0.02% +3,494 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,936 shares; 2025Q2: 151,154 shares; 2025Q3: 188,031 shares 188,031 $2.95M 0.02% +36,877 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: 102,714 shares; 2024Q4: 70,184 shares; 2025Q1: 25,479 shares; 2025Q2: 15,361 shares; 2025Q3: 16,434 shares 16,434 $2.95M 0.02% +1,073 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 4,347 shares; 2025Q1: 6,193 shares; 2025Q2: 4,635 shares; 2025Q3: 9,532 shares 9,532 $2.9M 0.02% +4,897 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: 32,928 shares; 2024Q4: 34,983 shares; 2025Q1: 31,935 shares; 2025Q2: 35,915 shares; 2025Q3: 38,374 shares 38,374 $2.85M 0.02% +2,459 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,274 shares; 2024Q4: 47,122 shares; 2025Q1: 27,697 shares; 2025Q2: 27,409 shares; 2025Q3: 16,035 shares 16,035 $2.85M 0.02% -11,374 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,228 shares; 2024Q4: 34,522 shares; 2025Q1: 29,732 shares; 2025Q2: 31,773 shares; 2025Q3: 34,631 shares 34,631 $2.81M 0.02% +2,858 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 16,616 shares; 2025Q1: 21,294 shares; 2025Q2: 5,652 shares; 2025Q3: 8,400 shares 8,400 $2.8M 0.02% +2,748 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 9,807 shares; 2025Q1: 10,690 shares; 2025Q2: 10,840 shares; 2025Q3: 11,267 shares 11,267 $2.79M 0.02% +427 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 8,338 shares; 2025Q1: 6,864 shares; 2025Q2: 7,512 shares; 2025Q3: 8,647 shares 8,647 $2.77M 0.02% +1,135 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,982 shares; 2024Q4: 13,019 shares; 2025Q1: 12,460 shares; 2025Q2: 34,103 shares; 2025Q3: 32,806 shares 32,806 $2.76M 0.02% -1,297 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,995 shares; 2024Q4: 14,991 shares; 2025Q1: 22,878 shares; 2025Q2: 23,634 shares; 2025Q3: 26,241 shares 26,241 $2.7M 0.02% +2,607 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: 62,660 shares; 2024Q4: 42,298 shares; 2025Q1: 30,272 shares; 2025Q2: 29,070 shares; 2025Q3: 30,795 shares 30,795 $2.68M 0.02% +1,725 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: 6,280 shares; 2024Q4: 6,477 shares; 2025Q1: 7,315 shares; 2025Q2: 7,432 shares; 2025Q3: 7,647 shares 7,647 $2.67M 0.02% +215 Timeline VTC 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: 30,207 shares; 2024Q4: 30,436 shares; 2025Q1: 31,567 shares; 2025Q2: 31,575 shares; 2025Q3: 33,935 shares 33,935 $2.66M 0.02% +2,360 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,056 shares; 2024Q4: 35,079 shares; 2025Q1: 39,378 shares; 2025Q2: 51,755 shares; 2025Q3: 52,064 shares 52,064 $2.64M 0.02% +309 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,887 shares; 2025Q2: 109,652 shares; 2025Q3: 121,604 shares 121,604 $2.64M 0.02% +11,952 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,859 shares; 2025Q1: 5,493 shares; 2025Q2: 5,409 shares; 2025Q3: 5,423 shares 5,423 $2.6M 0.02% +14 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,545 shares; 2024Q4: 58,276 shares; 2025Q1: 59,808 shares; 2025Q2: 59,734 shares; 2025Q3: 56,514 shares 56,514 $2.58M 0.02% -3,220 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: 10,936 shares; 2024Q4: 4,505 shares; 2025Q1: 16,212 shares; 2025Q2: 16,946 shares; 2025Q3: 17,492 shares 17,492 $2.57M 0.02% +546 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 11,024 shares; 2025Q1: 16,133 shares; 2025Q2: 16,529 shares; 2025Q3: 9,450 shares 9,450 $2.55M 0.02% -7,079 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 3,475 shares; 2025Q1: 3,461 shares; 2025Q2: 3,482 shares; 2025Q3: 16,584 shares 16,584 $2.55M 0.02% +13,102 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,600 shares; 2025Q1: 34,899 shares; 2025Q2: 34,878 shares; 2025Q3: 36,186 shares 36,186 $2.55M 0.02% +1,308 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: 22,007 shares; 2024Q4: 24,942 shares; 2025Q1: 34,164 shares; 2025Q2: 20,549 shares; 2025Q3: 21,861 shares 21,861 $2.53M 0.02% +1,312 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: 18,899 shares; 2024Q4: 18,570 shares; 2025Q1: 18,111 shares; 2025Q2: 17,310 shares; 2025Q3: 17,280 shares 17,280 $2.52M 0.02% -30 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: 38,631 shares; 2024Q4: 38,053 shares; 2025Q1: 36,834 shares; 2025Q2: 50,042 shares; 2025Q3: 26,445 shares 26,445 $2.51M 0.02% -23,597 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,532 shares; 2024Q4: 20,119 shares; 2025Q1: 20,057 shares; 2025Q2: 22,013 shares; 2025Q3: 21,181 shares 21,181 $2.51M 0.02% -832 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,942 shares; 2024Q4: 20,958 shares; 2025Q1: 21,108 shares; 2025Q2: 21,385 shares; 2025Q3: 20,681 shares 20,681 $2.5M 0.02% -704 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,858 shares; 2024Q4: 58,642 shares; 2025Q1: 59,342 shares; 2025Q2: 58,813 shares; 2025Q3: 58,442 shares 58,442 $2.46M 0.02% -371 Timeline EWC 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: 15,117 shares; 2024Q4: 15,521 shares; 2025Q1: 45,697 shares; 2025Q2: 147,818 shares; 2025Q3: 48,356 shares 48,356 $2.45M 0.02% -99,462 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,689 shares; 2024Q4: 45,924 shares; 2025Q1: 39,956 shares; 2025Q2: 39,977 shares; 2025Q3: 36,463 shares 36,463 $2.45M 0.02% -3,514 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: 5,809 shares; 2024Q4: 5,771 shares; 2025Q1: 3,978 shares; 2025Q2: 4,045 shares; 2025Q3: 4,984 shares 4,984 $2.41M 0.02% +939 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 344 shares; 2025Q1: 11,001 shares; 2025Q2: 30,028 shares; 2025Q3: 13,207 shares 13,207 $2.4M 0.02% -16,821 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,831 shares; 2024Q4: 31,385 shares; 2025Q1: 32,392 shares; 2025Q2: 33,741 shares; 2025Q3: 36,163 shares 36,163 $2.4M 0.02% +2,422 Timeline SANG SANGOMA TECHNOLOGIES CORP More: the full row for SANGOMA TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,469 shares; 2024Q4: 472,027 shares; 2025Q1: 454,082 shares; 2025Q2: 454,082 shares; 2025Q3: 452,568 shares 452,568 $2.35M 0.02% -1,514 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 17,652 shares 17,652 $2.34M 0.02% +17,452 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: 14,028 shares; 2024Q4: 14,129 shares; 2025Q1: 14,347 shares; 2025Q2: 14,770 shares; 2025Q3: 15,051 shares 15,051 $2.34M 0.02% +281 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 2,020 shares; 2025Q1: 14,306 shares; 2025Q2: 11,108 shares; 2025Q3: 24,949 shares 24,949 $2.33M 0.02% +13,841 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: 13,944 shares; 2024Q4: 14,007 shares; 2025Q1: 13,855 shares; 2025Q2: 13,822 shares; 2025Q3: 7,802 shares 7,802 $2.33M 0.02% -6,020 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,268 shares; 2024Q4: 73,962 shares; 2025Q1: 83,146 shares; 2025Q2: 84,106 shares; 2025Q3: 82,343 shares 82,343 $2.32M 0.02% -1,763 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 9,242 shares; 2025Q3: 27,238 shares 27,238 $2.32M 0.02% +17,996 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,713 shares; 2024Q4: 21,076 shares; 2025Q1: 25,473 shares; 2025Q2: 36,396 shares; 2025Q3: 38,393 shares 38,393 $2.31M 0.02% +1,997 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 8,840 shares; 2025Q1: 9,623 shares; 2025Q2: 14,102 shares; 2025Q3: 5,597 shares 5,597 $2.26M 0.01% -8,505 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: 26,868 shares; 2024Q4: 25,207 shares; 2025Q1: 27,091 shares; 2025Q2: 29,232 shares; 2025Q3: 26,364 shares 26,364 $2.23M 0.01% -2,868 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: 36,199 shares; 2024Q4: 37,377 shares; 2025Q1: 57,210 shares; 2025Q2: 47,801 shares; 2025Q3: 33,310 shares 33,310 $2.21M 0.01% -14,491 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,643 shares 13,643 $2.2M 0.01% new 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: 4,244 shares; 2024Q4: 4,372 shares; 2025Q1: 4,750 shares; 2025Q2: 5,489 shares; 2025Q3: 5,488 shares 5,488 $2.19M 0.01% -1 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: 98,595 shares; 2024Q4: 98,693 shares; 2025Q1: 32,080 shares; 2025Q2: 29,919 shares; 2025Q3: 29,604 shares 29,604 $2.19M 0.01% -315 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: 4,786 shares; 2024Q4: 8,556 shares; 2025Q1: 9,599 shares; 2025Q2: 5,168 shares; 2025Q3: 10,848 shares 10,848 $2.19M 0.01% +5,680 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,029 shares; 2024Q4: 35,499 shares; 2025Q1: 27,107 shares; 2025Q2: 28,147 shares; 2025Q3: 23,949 shares 23,949 $2.17M 0.01% -4,198 Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,800 shares; 2025Q3: 230,742 shares 230,742 $2.16M 0.01% +219,942 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 56,884 shares 56,884 $2.16M 0.01% new Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,408 shares; 2024Q4: 56,617 shares; 2025Q1: 79,323 shares; 2025Q2: 78,451 shares; 2025Q3: 46,362 shares 46,362 $2.15M 0.01% -32,089 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 10,419 shares; 2025Q2: 10,284 shares; 2025Q3: 10,710 shares 10,710 $2.15M 0.01% +426 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,793 shares; 2024Q4: 34,067 shares; 2025Q1: 40,519 shares; 2025Q2: 35,372 shares; 2025Q3: 35,940 shares 35,940 $2.14M 0.01% +568 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 31,754 shares; 2025Q1: 32,362 shares; 2025Q2: 31,668 shares; 2025Q3: 24,079 shares 24,079 $2.11M 0.01% -7,589 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,376 shares 9,376 $2.1M 0.01% new 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: 18,575 shares; 2024Q4: 14,889 shares; 2025Q1: 16,598 shares; 2025Q2: 18,488 shares; 2025Q3: 21,637 shares 21,637 $2.09M 0.01% +3,149 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: 117,934 shares; 2024Q4: 59,660 shares; 2025Q1: 34,360 shares; 2025Q2: 34,831 shares; 2025Q3: 31,335 shares 31,335 $2.09M 0.01% -3,496 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: 10,135 shares; 2024Q4: 9,395 shares; 2025Q1: 9,620 shares; 2025Q2: 9,555 shares; 2025Q3: 23,975 shares 23,975 $2.09M 0.01% +14,420 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: 7,323 shares; 2024Q4: 7,402 shares; 2025Q1: 6,713 shares; 2025Q2: 5,295 shares; 2025Q3: 10,465 shares 10,465 $2.06M 0.01% +5,170 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: 18,773 shares; 2024Q4: 19,707 shares; 2025Q1: 7,987 shares; 2025Q2: 3,058 shares; 2025Q3: 2,715 shares 2,715 $2.05M 0.01% -343 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 11 shares; 2025Q1: 9,157 shares; 2025Q2: 8,841 shares; 2025Q3: 7,661 shares 7,661 $2.05M 0.01% -1,180 Timeline FCOR 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: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 20,369 shares; 2025Q2: 34,310 shares; 2025Q3: 42,601 shares 42,601 $2.05M 0.01% +8,291 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,525 shares; 2024Q4: 21,300 shares; 2025Q1: 21,450 shares; 2025Q2: 21,250 shares; 2025Q3: 21,340 shares 21,340 $2.03M 0.01% +90 Timeline CARL CARLSMED INC More: the full row for CARLSMED 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: 152,242 shares 152,242 $2.03M 0.01% new 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: 3,487 shares; 2024Q4: 11,280 shares; 2025Q1: 11,201 shares; 2025Q2: 11,201 shares; 2025Q3: 13,834 shares 13,834 $2.02M 0.01% +2,633 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,566 shares; 2025Q2: 26,533 shares; 2025Q3: 28,036 shares 28,036 $2.01M 0.01% +1,503 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 22,626 shares; 2025Q1: 23,455 shares; 2025Q2: 23,154 shares; 2025Q3: 25,026 shares 25,026 $2M 0.01% +1,872 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: 13,857 shares; 2024Q4: 13,483 shares; 2025Q1: 13,488 shares; 2025Q2: 19,075 shares; 2025Q3: 21,382 shares 21,382 $1.99M 0.01% +2,307 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: 900 shares; 2024Q4: 1,550 shares; 2025Q1: 7,415 shares; 2025Q2: 23,570 shares; 2025Q3: 28,318 shares 28,318 $1.99M 0.01% +4,748 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,834 shares; 2024Q4: 22,193 shares; 2025Q1: 39,177 shares; 2025Q2: 34,161 shares; 2025Q3: 24,948 shares 24,948 $1.95M 0.01% -9,213 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,871 shares; 2025Q1: 4,892 shares; 2025Q2: 5,293 shares; 2025Q3: 4,565 shares 4,565 $1.94M 0.01% -728 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 15,470 shares; 2025Q1: 19,765 shares; 2025Q2: 20,991 shares; 2025Q3: 18,574 shares 18,574 $1.93M 0.01% -2,417 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 58,565 shares 58,565 $1.91M 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 14,194 shares; 2025Q1: 11,478 shares; 2025Q2: 13,167 shares; 2025Q3: 13,356 shares 13,356 $1.9M 0.01% +189 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 16,934 shares; 2025Q1: 17,596 shares; 2025Q2: 19,902 shares; 2025Q3: 19,700 shares 19,700 $1.9M 0.01% -202 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 13,400 shares; 2025Q2: 16,123 shares; 2025Q3: 16,673 shares 16,673 $1.9M 0.01% +550 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,378 shares; 2024Q4: 61,838 shares; 2025Q1: 58,619 shares; 2025Q2: 50,319 shares; 2025Q3: 62,766 shares 62,766 $1.89M 0.01% +12,447 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 23,166 shares; 2025Q1: 28,484 shares; 2025Q2: 17,212 shares; 2025Q3: 15,702 shares 15,702 $1.89M 0.01% -1,510 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 15,306 shares; 2025Q1: 14,111 shares; 2025Q2: 14,254 shares; 2025Q3: 13,371 shares 13,371 $1.87M 0.01% -883 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: 2,921 shares; 2024Q4: 13,780 shares; 2025Q1: 46,016 shares; 2025Q2: 65,938 shares; 2025Q3: 73,409 shares 73,409 $1.87M 0.01% +7,471 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 6,879 shares; 2025Q1: 6,022 shares; 2025Q2: 56,349 shares; 2025Q3: 85,440 shares 85,440 $1.84M 0.01% +29,091 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,200 shares; 2025Q1: 34,800 shares; 2025Q2: 59,268 shares; 2025Q3: 78,390 shares 78,390 $1.84M 0.01% +19,122 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,960 shares; 2024Q4: 88,309 shares; 2025Q1: 85,131 shares; 2025Q2: 41,322 shares; 2025Q3: 43,267 shares 43,267 $1.82M 0.01% +1,945 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: 206,391 shares; 2024Q4: 215,188 shares; 2025Q1: 216,660 shares; 2025Q2: 221,477 shares; 2025Q3: 22,974 shares 22,974 $1.81M 0.01% -198,503 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,674 shares 39,674 $1.81M 0.01% new Timeline VBNK VERSABANK NEW More: the full row for VERSABANK NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,677 shares; 2024Q4: 108,206 shares; 2025Q1: 123,572 shares; 2025Q2: 140,311 shares; 2025Q3: 148,391 shares 148,391 $1.8M 0.01% +8,080 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,853 shares; 2025Q1: 8,480 shares; 2025Q2: 8,836 shares; 2025Q3: 12,930 shares 12,930 $1.8M 0.01% +4,094 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: 49,936 shares; 2024Q4: 25,720 shares; 2025Q1: 26,225 shares; 2025Q2: 27,449 shares; 2025Q3: 20,137 shares 20,137 $1.8M 0.01% -7,312 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,029 shares; 2024Q4: 29,049 shares; 2025Q1: 30,464 shares; 2025Q2: 24,130 shares; 2025Q3: 22,001 shares 22,001 $1.79M 0.01% -2,129 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 62,565 shares 62,565 $1.74M 0.01% +62,505 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,184 shares; 2024Q4: 62,688 shares; 2025Q1: 71,793 shares; 2025Q2: 52,032 shares; 2025Q3: 345,624 shares 345,624 $1.73M 0.01% +293,592 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,834 shares; 2024Q4: 48,569 shares; 2025Q1: 69,932 shares; 2025Q2: 70,952 shares; 2025Q3: 70,620 shares 70,620 $1.71M 0.01% -332 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: 73,753 shares; 2024Q4: 54,328 shares; 2025Q1: 146,351 shares; 2025Q2: 25,615 shares; 2025Q3: 15,230 shares 15,230 $1.69M 0.01% -10,385 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 28,681 shares; 2025Q1: 28,809 shares; 2025Q2: 28,809 shares; 2025Q3: 28,809 shares 28,809 $1.69M 0.01% 0 Timeline SPTE SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,682 shares; 2025Q1: 50,376 shares; 2025Q2: 50,522 shares; 2025Q3: 48,264 shares 48,264 $1.68M 0.01% -2,258 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,062 shares; 2024Q4: 41,152 shares; 2025Q1: 38,852 shares; 2025Q2: 40,865 shares; 2025Q3: 39,861 shares 39,861 $1.67M 0.01% -1,004 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 14,214 shares; 2025Q1: 15,757 shares; 2025Q2: 13,303 shares; 2025Q3: 12,600 shares 12,600 $1.64M 0.01% -703 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: 11,603 shares; 2024Q4: 9,335 shares; 2025Q1: 4,922 shares; 2025Q2: 4,972 shares; 2025Q3: 4,907 shares 4,907 $1.64M 0.01% -65 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,405 shares; 2024Q4: 28,405 shares; 2025Q1: 28,405 shares; 2025Q2: 28,405 shares; 2025Q3: 28,405 shares 28,405 $1.63M 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,022 shares; 2024Q4: 21,656 shares; 2025Q1: 23,867 shares; 2025Q2: 24,042 shares; 2025Q3: 24,369 shares 24,369 $1.62M 0.01% +327 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 6,933 shares; 2025Q1: 7,449 shares; 2025Q2: 8,204 shares; 2025Q3: 8,203 shares 8,203 $1.61M 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,894 shares; 2025Q3: 36,450 shares 36,450 $1.6M 0.01% -44,444 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: 2,838 shares; 2024Q4: 3,003 shares; 2025Q1: 3,767 shares; 2025Q2: 4,254 shares; 2025Q3: 4,516 shares 4,516 $1.58M 0.01% +262 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 5,269 shares; 2025Q1: 23,964 shares; 2025Q2: 26,281 shares; 2025Q3: 24,453 shares 24,453 $1.56M 0.01% -1,828 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: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 3,027 shares; 2025Q2: 5,361 shares; 2025Q3: 7,650 shares 7,650 $1.55M 0.01% +2,289 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,993 shares; 2025Q1: 4,022 shares; 2025Q2: 4,138 shares; 2025Q3: 4,296 shares 4,296 $1.54M 0.01% +158 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: 4,673 shares; 2024Q4: 4,566 shares; 2025Q1: 5,612 shares; 2025Q2: 3,202 shares; 2025Q3: 3,268 shares 3,268 $1.54M 0.01% +66 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: 6,877 shares; 2024Q4: 20,064 shares; 2025Q1: 23,312 shares; 2025Q2: 16,155 shares; 2025Q3: 15,254 shares 15,254 $1.53M 0.01% -901 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 41,278 shares 41,278 $1.53M 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,146 shares; 2024Q4: 23,950 shares; 2025Q1: 24,369 shares; 2025Q2: 23,610 shares; 2025Q3: 25,257 shares 25,257 $1.53M 0.01% +1,647 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,871 shares; 2025Q2: 169,071 shares; 2025Q3: 185,498 shares 185,498 $1.52M 0.01% +16,427 TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,401 shares; 2024Q4: 39,822 shares; 2025Q1: 11,214 shares; 2025Q2: 17,273 shares; 2025Q3: 30,832 shares 30,832 $1.52M 0.01% +13,559 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,801 shares; 2024Q4: 32,962 shares; 2025Q1: 36,518 shares; 2025Q2: 44,187 shares; 2025Q3: 50,818 shares 50,818 $1.52M 0.01% +6,631 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: 5,173 shares; 2024Q4: 5,521 shares; 2025Q1: 5,565 shares; 2025Q2: 5,701 shares; 2025Q3: 5,629 shares 5,629 $1.51M 0.01% -72 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,536 shares; 2024Q4: 59,099 shares; 2025Q1: 60,932 shares; 2025Q2: 61,937 shares; 2025Q3: 57,746 shares 57,746 $1.51M 0.01% -4,191 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: 14,374 shares; 2024Q4: 30,460 shares; 2025Q1: 17,154 shares; 2025Q2: 17,719 shares; 2025Q3: 16,177 shares 16,177 $1.48M 0.01% -1,542 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: 4,930 shares; 2024Q4: 5,295 shares; 2025Q1: 4,231 shares; 2025Q2: 4,465 shares; 2025Q3: 4,611 shares 4,611 $1.48M 0.01% +146 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: 3,425 shares; 2024Q4: 4,166 shares; 2025Q1: 3,768 shares; 2025Q2: 3,061 shares; 2025Q3: 3,222 shares 3,222 $1.48M 0.01% +161 Timeline