SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,593,427 shares; 2024Q4: 206,419,096 shares; 2025Q1: 217,201,393 shares; 2025Q2: 206,409,170 shares; 2025Q3: 205,650,965 shares 205,650,965 $5.42B 6.42% -758,205 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: 37,260,740 shares; 2024Q4: 34,048,215 shares; 2025Q1: 34,065,086 shares; 2025Q2: 43,988,044 shares; 2025Q3: 42,354,274 shares 42,354,274 $4.25B 5.03% -1,633,770 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: 6,352,964 shares; 2024Q4: 5,964,953 shares; 2025Q1: 6,104,330 shares; 2025Q2: 5,894,564 shares; 2025Q3: 6,023,396 shares 6,023,396 $4.03B 4.78% +128,832 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: 32,868,438 shares; 2024Q4: 32,914,849 shares; 2025Q1: 34,147,182 shares; 2025Q2: 34,386,264 shares; 2025Q3: 35,451,679 shares 35,451,679 $3.1B 3.67% +1,065,415 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542,952 shares; 2024Q4: 4,494,391 shares; 2025Q1: 4,449,038 shares; 2025Q2: 4,414,999 shares; 2025Q3: 4,307,539 shares 4,307,539 $2.87B 3.4% -107,460 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: 5,722,795 shares; 2024Q4: 5,740,822 shares; 2025Q1: 5,631,759 shares; 2025Q2: 5,518,783 shares; 2025Q3: 5,436,865 shares 5,436,865 $2.82B 3.34% -81,918 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: 11,210,199 shares; 2024Q4: 11,090,682 shares; 2025Q1: 10,935,604 shares; 2025Q2: 10,690,172 shares; 2025Q3: 10,442,818 shares 10,442,818 $2.66B 3.15% -247,354 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,739,038 shares; 2024Q4: 25,626,618 shares; 2025Q1: 27,075,059 shares; 2025Q2: 27,716,653 shares; 2025Q3: 28,412,025 shares 28,412,025 $1.87B 2.22% +695,372 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: 7,412,605 shares; 2024Q4: 7,667,208 shares; 2025Q1: 7,908,727 shares; 2025Q2: 7,983,154 shares; 2025Q3: 8,049,034 shares 8,049,034 $1.5B 1.78% +65,880 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: 6,088,095 shares; 2024Q4: 6,124,384 shares; 2025Q1: 6,117,158 shares; 2025Q2: 6,085,810 shares; 2025Q3: 6,091,294 shares 6,091,294 $1.48B 1.76% +5,484 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,848 shares; 2024Q4: 136,661 shares; 2025Q1: 152,745 shares; 2025Q2: 4,241,845 shares; 2025Q3: 4,610,643 shares 4,610,643 $1.35B 1.61% +368,798 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: 21,106,801 shares; 2024Q4: 18,906,960 shares; 2025Q1: 19,325,451 shares; 2025Q2: 13,918,489 shares; 2025Q3: 13,639,666 shares 13,639,666 $1.32B 1.56% -278,823 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: 5,754,263 shares; 2024Q4: 5,774,653 shares; 2025Q1: 5,764,626 shares; 2025Q2: 5,759,505 shares; 2025Q3: 5,757,152 shares 5,757,152 $1.26B 1.5% -2,353 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: 3,894,508 shares; 2024Q4: 3,849,092 shares; 2025Q1: 3,799,203 shares; 2025Q2: 3,726,019 shares; 2025Q3: 3,655,592 shares 3,655,592 $1.15B 1.37% -70,427 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: 2,182,569 shares; 2024Q4: 2,093,971 shares; 2025Q1: 1,434,093 shares; 2025Q2: 1,372,106 shares; 2025Q3: 1,374,048 shares 1,374,048 $1.05B 1.24% +1,942 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: 12,321,761 shares; 2024Q4: 12,803,041 shares; 2025Q1: 13,073,926 shares; 2025Q2: 13,614,142 shares; 2025Q3: 13,996,150 shares 13,996,150 $949M 1.13% +382,008 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: 1,363,101 shares; 2024Q4: 1,409,330 shares; 2025Q1: 1,350,809 shares; 2025Q2: 1,370,724 shares; 2025Q3: 1,378,057 shares 1,378,057 $827M 0.98% +7,333 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: 845,308 shares; 2024Q4: 882,118 shares; 2025Q1: 909,132 shares; 2025Q2: 926,610 shares; 2025Q3: 952,522 shares 952,522 $700M 0.83% +25,912 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: 15,204,581 shares; 2024Q4: 23,812,753 shares; 2025Q1: 15,609,085 shares; 2025Q2: 11,599,538 shares; 2025Q3: 11,551,168 shares 11,551,168 $692M 0.82% -48,370 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,594,397 shares; 2024Q4: 28,445,009 shares; 2025Q1: 29,816,470 shares; 2025Q2: 30,541,227 shares; 2025Q3: 32,078,890 shares 32,078,890 $692M 0.82% +1,537,663 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: 7,512,547 shares; 2024Q4: 7,514,472 shares; 2025Q1: 7,504,747 shares; 2025Q2: 7,452,481 shares; 2025Q3: 7,397,900 shares 7,397,900 $691M 0.82% -54,581 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: 13,152,289 shares; 2024Q4: 2,206,849 shares; 2025Q1: 2,217,078 shares; 2025Q2: 2,144,830 shares; 2025Q3: 2,098,777 shares 2,098,777 $689M 0.82% -46,053 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: 926 shares; 2024Q4: 923 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 900 shares 900 $679M 0.8% -1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241,075 shares; 2024Q4: 6,342,165 shares; 2025Q1: 7,038,453 shares; 2025Q2: 6,788,647 shares; 2025Q3: 8,071,498 shares 8,071,498 $667M 0.79% +1,282,851 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: 732,491 shares; 2024Q4: 1,302,328 shares; 2025Q1: 1,298,184 shares; 2025Q2: 1,301,455 shares; 2025Q3: 1,293,527 shares 1,293,527 $650M 0.77% -7,928 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878,944 shares; 2024Q4: 3,864,346 shares; 2025Q1: 3,969,039 shares; 2025Q2: 2,663,880 shares; 2025Q3: 2,603,293 shares 2,603,293 $630M 0.75% -60,587 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: 1,063,964 shares; 2024Q4: 1,045,963 shares; 2025Q1: 1,035,651 shares; 2025Q2: 1,015,783 shares; 2025Q3: 998,110 shares 998,110 $595M 0.71% -17,673 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: 6,325,258 shares; 2024Q4: 6,235,457 shares; 2025Q1: 6,050,442 shares; 2025Q2: 5,877,320 shares; 2025Q3: 5,740,380 shares 5,740,380 $592M 0.7% -136,940 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: 5,160,662 shares; 2024Q4: 5,151,408 shares; 2025Q1: 5,156,813 shares; 2025Q2: 5,024,941 shares; 2025Q3: 4,968,235 shares 4,968,235 $590M 0.7% -56,706 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: 1,387,096 shares; 2024Q4: 1,401,847 shares; 2025Q1: 1,398,180 shares; 2025Q2: 1,399,018 shares; 2025Q3: 1,397,221 shares 1,397,221 $566M 0.67% -1,797 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: 3,997,023 shares; 2024Q4: 4,053,358 shares; 2025Q1: 3,910,882 shares; 2025Q2: 3,840,346 shares; 2025Q3: 3,675,632 shares 3,675,632 $565M 0.67% -164,714 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855,514 shares; 2024Q4: 5,573,438 shares; 2025Q1: 5,464,250 shares; 2025Q2: 7,341,914 shares; 2025Q3: 5,295,541 shares 5,295,541 $564M 0.67% -2,046,373 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: 2,533,010 shares; 2024Q4: 2,508,765 shares; 2025Q1: 2,470,175 shares; 2025Q2: 2,430,949 shares; 2025Q3: 2,400,194 shares 2,400,194 $556M 0.66% -30,755 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 2,385,736 shares; 2025Q1: 2,653,827 shares; 2025Q2: 2,769,081 shares; 2025Q3: 3,974,186 shares 3,974,186 $548M 0.65% +1,205,105 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: 912,661 shares; 2024Q4: 913,402 shares; 2025Q1: 898,800 shares; 2025Q2: 889,617 shares; 2025Q3: 878,793 shares 878,793 $500M 0.59% -10,824 Timeline VTWO 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: 12,323 shares; 2024Q4: 8,626 shares; 2025Q1: 12,259 shares; 2025Q2: 4,540,819 shares; 2025Q3: 4,901,587 shares 4,901,587 $479M 0.57% +360,768 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: 552,314 shares; 2024Q4: 544,164 shares; 2025Q1: 532,399 shares; 2025Q2: 521,388 shares; 2025Q3: 514,535 shares 514,535 $476M 0.56% -6,853 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079,408 shares; 2024Q4: 5,665,065 shares; 2025Q1: 5,041,643 shares; 2025Q2: 5,051,917 shares; 2025Q3: 5,176,306 shares 5,176,306 $473M 0.56% +124,389 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032,163 shares; 2024Q4: 2,044,156 shares; 2025Q1: 2,028,911 shares; 2025Q2: 1,976,777 shares; 2025Q3: 1,939,051 shares 1,939,051 $472M 0.56% -37,726 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: 2,692,452 shares; 2024Q4: 2,662,661 shares; 2025Q1: 2,603,857 shares; 2025Q2: 2,591,425 shares; 2025Q3: 2,531,636 shares 2,531,636 $469M 0.56% -59,789 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: 1,552,335 shares; 2024Q4: 1,570,294 shares; 2025Q1: 1,667,774 shares; 2025Q2: 1,667,934 shares; 2025Q3: 1,593,234 shares 1,593,234 $448M 0.53% -74,700 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: 1,098,499 shares; 2024Q4: 1,053,112 shares; 2025Q1: 1,059,634 shares; 2025Q2: 1,038,054 shares; 2025Q3: 941,199 shares 941,199 $441M 0.52% -96,855 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,942 shares; 2024Q4: 1,433,415 shares; 2025Q1: 1,368,549 shares; 2025Q2: 1,626,859 shares; 2025Q3: 16,265,679 shares 16,265,679 $438M 0.52% +14,638,820 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: 1,118,964 shares; 2024Q4: 1,199,060 shares; 2025Q1: 1,222,848 shares; 2025Q2: 1,247,384 shares; 2025Q3: 1,246,822 shares 1,246,822 $411M 0.49% -562 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: 8,486,616 shares; 2024Q4: 7,298,559 shares; 2025Q1: 7,374,574 shares; 2025Q2: 7,488,072 shares; 2025Q3: 7,460,988 shares 7,460,988 $404M 0.48% -27,084 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: 1,434,622 shares; 2024Q4: 1,438,210 shares; 2025Q1: 1,420,618 shares; 2025Q2: 1,409,065 shares; 2025Q3: 1,395,752 shares 1,395,752 $393M 0.47% -13,313 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: 3,647,646 shares; 2024Q4: 3,615,789 shares; 2025Q1: 3,572,628 shares; 2025Q2: 3,509,802 shares; 2025Q3: 3,438,726 shares 3,438,726 $388M 0.46% -71,076 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: 3,045,301 shares; 2024Q4: 2,966,396 shares; 2025Q1: 2,920,157 shares; 2025Q2: 2,870,124 shares; 2025Q3: 2,832,552 shares 2,832,552 $379M 0.45% -37,572 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: 7,282,813 shares; 2024Q4: 7,291,256 shares; 2025Q1: 7,419,760 shares; 2025Q2: 7,340,608 shares; 2025Q3: 7,253,487 shares 7,253,487 $374M 0.44% -87,121 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119,326 shares; 2024Q4: 1,119,390 shares; 2025Q1: 1,094,757 shares; 2025Q2: 1,040,644 shares; 2025Q3: 1,025,873 shares 1,025,873 $354M 0.42% -14,771 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626,605 shares; 2024Q4: 3,625,723 shares; 2025Q1: 3,623,070 shares; 2025Q2: 3,604,005 shares; 2025Q3: 3,602,874 shares 3,602,874 $354M 0.42% -1,131 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: 8,007,565 shares; 2024Q4: 7,804,415 shares; 2025Q1: 7,605,079 shares; 2025Q2: 7,386,227 shares; 2025Q3: 7,197,275 shares 7,197,275 $348M 0.41% -188,952 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: 4,768,708 shares; 2024Q4: 4,910,376 shares; 2025Q1: 5,098,891 shares; 2025Q2: 5,212,331 shares; 2025Q3: 5,175,218 shares 5,175,218 $338M 0.4% -37,113 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: 2,151,964 shares; 2024Q4: 2,209,632 shares; 2025Q1: 2,222,280 shares; 2025Q2: 2,183,593 shares; 2025Q3: 2,166,316 shares 2,166,316 $336M 0.4% -17,277 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: 2,400,635 shares; 2024Q4: 2,339,402 shares; 2025Q1: 2,287,818 shares; 2025Q2: 2,246,996 shares; 2025Q3: 2,152,508 shares 2,152,508 $334M 0.4% -94,488 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494,147 shares; 2024Q4: 15,204,913 shares; 2025Q1: 14,518,942 shares; 2025Q2: 13,545,100 shares; 2025Q3: 14,032,989 shares 14,032,989 $327M 0.39% +487,889 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: 1,040,505 shares; 2024Q4: 1,035,216 shares; 2025Q1: 1,011,715 shares; 2025Q2: 1,002,899 shares; 2025Q3: 955,539 shares 955,539 $326M 0.39% -47,360 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949,270 shares; 2024Q4: 1,911,303 shares; 2025Q1: 1,871,971 shares; 2025Q2: 1,735,139 shares; 2025Q3: 1,655,061 shares 1,655,061 $319M 0.38% -80,078 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: 488,689 shares; 2024Q4: 485,738 shares; 2025Q1: 482,425 shares; 2025Q2: 495,709 shares; 2025Q3: 501,712 shares 501,712 $307M 0.36% +6,003 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179,134 shares; 2024Q4: 4,251,283 shares; 2025Q1: 4,355,252 shares; 2025Q2: 2,284,750 shares; 2025Q3: 2,189,330 shares 2,189,330 $306M 0.36% -95,420 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: 1,038,293 shares; 2024Q4: 1,014,632 shares; 2025Q1: 982,337 shares; 2025Q2: 966,300 shares; 2025Q3: 946,514 shares 946,514 $288M 0.34% -19,786 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: 691,648 shares; 2024Q4: 695,118 shares; 2025Q1: 765,057 shares; 2025Q2: 767,160 shares; 2025Q3: 797,375 shares 797,375 $283M 0.34% +30,215 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: 4,415,295 shares; 2024Q4: 4,404,016 shares; 2025Q1: 4,322,870 shares; 2025Q2: 4,272,817 shares; 2025Q3: 4,206,235 shares 4,206,235 $279M 0.33% -66,582 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: 1,094,204 shares; 2024Q4: 1,069,679 shares; 2025Q1: 1,040,872 shares; 2025Q2: 1,009,118 shares; 2025Q3: 1,017,744 shares 1,017,744 $279M 0.33% +8,626 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: 662,899 shares; 2024Q4: 1,328,754 shares; 2025Q1: 1,429,519 shares; 2025Q2: 1,356,098 shares; 2025Q3: 1,364,442 shares 1,364,442 $278M 0.33% +8,344 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,258 shares; 2024Q4: 570,452 shares; 2025Q1: 605,556 shares; 2025Q2: 659,590 shares; 2025Q3: 751,222 shares 751,222 $275M 0.33% +91,632 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: 2,243,154 shares; 2024Q4: 2,240,674 shares; 2025Q1: 2,075,963 shares; 2025Q2: 2,058,062 shares; 2025Q3: 2,023,089 shares 2,023,089 $265M 0.31% -34,973 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: 1,117,036 shares; 2024Q4: 1,105,074 shares; 2025Q1: 1,107,120 shares; 2025Q2: 1,096,904 shares; 2025Q3: 1,062,134 shares 1,062,134 $262M 0.31% -34,770 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: 4,247,584 shares; 2024Q4: 4,022,050 shares; 2025Q1: 3,946,235 shares; 2025Q2: 3,898,096 shares; 2025Q3: 3,822,622 shares 3,822,622 $262M 0.31% -75,474 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: 212,943 shares; 2025Q1: 215,556 shares; 2025Q2: 212,213 shares; 2025Q3: 210,305 shares 210,305 $245M 0.29% -1,908 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: 559,041 shares; 2024Q4: 548,782 shares; 2025Q1: 530,597 shares; 2025Q2: 518,577 shares; 2025Q3: 506,048 shares 506,048 $241M 0.29% -12,529 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: 1,924,059 shares; 2024Q4: 1,877,866 shares; 2025Q1: 1,792,716 shares; 2025Q2: 1,718,423 shares; 2025Q3: 1,661,446 shares 1,661,446 $233M 0.28% -56,977 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404,736 shares; 2024Q4: 1,485,364 shares; 2025Q1: 1,561,171 shares; 2025Q2: 1,572,826 shares; 2025Q3: 1,567,496 shares 1,567,496 $223M 0.26% -5,330 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344,429 shares; 2024Q4: 2,435,414 shares; 2025Q1: 2,479,809 shares; 2025Q2: 2,366,170 shares; 2025Q3: 2,299,785 shares 2,299,785 $220M 0.26% -66,385 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: 2,989,988 shares; 2024Q4: 3,066,037 shares; 2025Q1: 2,960,952 shares; 2025Q2: 2,914,327 shares; 2025Q3: 2,880,333 shares 2,880,333 $217M 0.26% -33,994 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812,699 shares; 2024Q4: 888,725 shares; 2025Q1: 3,653,803 shares; 2025Q2: 3,445,757 shares; 2025Q3: 6,510,778 shares 6,510,778 $217M 0.26% +3,065,021 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: 1,302,761 shares; 2024Q4: 1,314,302 shares; 2025Q1: 1,294,329 shares; 2025Q2: 1,260,982 shares; 2025Q3: 1,238,180 shares 1,238,180 $206M 0.24% -22,802 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133,554 shares; 2024Q4: 1,149,597 shares; 2025Q1: 1,136,682 shares; 2025Q2: 997,673 shares; 2025Q3: 982,935 shares 982,935 $206M 0.24% -14,738 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345,337 shares; 2024Q4: 2,347,173 shares; 2025Q1: 2,308,710 shares; 2025Q2: 2,271,601 shares; 2025Q3: 2,338,603 shares 2,338,603 $196M 0.23% +67,002 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: 751,095 shares; 2024Q4: 738,025 shares; 2025Q1: 731,073 shares; 2025Q2: 709,668 shares; 2025Q3: 687,451 shares 687,451 $194M 0.23% -22,217 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: 189,109 shares; 2024Q4: 188,677 shares; 2025Q1: 198,694 shares; 2025Q2: 201,417 shares; 2025Q3: 209,179 shares 209,179 $193M 0.23% +7,762 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: 1,099,495 shares; 2024Q4: 1,130,377 shares; 2025Q1: 1,146,145 shares; 2025Q2: 1,135,609 shares; 2025Q3: 1,170,332 shares 1,170,332 $189M 0.22% +34,723 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: 1,146,855 shares; 2024Q4: 1,096,154 shares; 2025Q1: 1,060,877 shares; 2025Q2: 1,015,529 shares; 2025Q3: 976,111 shares 976,111 $188M 0.22% -39,418 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: 839,350 shares; 2024Q4: 826,636 shares; 2025Q1: 812,208 shares; 2025Q2: 793,666 shares; 2025Q3: 779,481 shares 779,481 $184M 0.22% -14,185 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416,227 shares; 2024Q4: 3,583,701 shares; 2025Q1: 3,565,817 shares; 2025Q2: 3,943,092 shares; 2025Q3: 3,656,306 shares 3,656,306 $183M 0.22% -286,786 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: 917,360 shares; 2024Q4: 908,159 shares; 2025Q1: 881,565 shares; 2025Q2: 871,114 shares; 2025Q3: 847,904 shares 847,904 $178M 0.21% -23,210 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286,572 shares; 2024Q4: 3,278,156 shares; 2025Q1: 3,268,410 shares; 2025Q2: 3,308,587 shares; 2025Q3: 3,307,293 shares 3,307,293 $177M 0.21% -1,294 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: 2,687,948 shares; 2024Q4: 2,775,610 shares; 2025Q1: 2,916,203 shares; 2025Q2: 2,852,126 shares; 2025Q3: 2,850,324 shares 2,850,324 $167M 0.2% -1,802 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: 616,830 shares; 2024Q4: 632,967 shares; 2025Q1: 615,064 shares; 2025Q2: 603,120 shares; 2025Q3: 584,432 shares 584,432 $165M 0.2% -18,688 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: 298,867 shares; 2024Q4: 316,689 shares; 2025Q1: 335,647 shares; 2025Q2: 356,579 shares; 2025Q3: 367,132 shares 367,132 $163M 0.19% +10,553 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: 552,964 shares; 2024Q4: 583,559 shares; 2025Q1: 890,852 shares; 2025Q2: 926,355 shares; 2025Q3: 967,728 shares 967,728 $162M 0.19% +41,373 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: 1,160,186 shares; 2024Q4: 1,125,515 shares; 2025Q1: 1,122,887 shares; 2025Q2: 1,137,906 shares; 2025Q3: 1,130,142 shares 1,130,142 $161M 0.19% -7,764 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: 133,849 shares; 2024Q4: 120,308 shares; 2025Q1: 119,287 shares; 2025Q2: 131,686 shares; 2025Q3: 133,279 shares 133,279 $160M 0.19% +1,593 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: 572,405 shares; 2024Q4: 569,854 shares; 2025Q1: 561,718 shares; 2025Q2: 554,337 shares; 2025Q3: 544,360 shares 544,360 $160M 0.19% -9,977 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,105 shares; 2024Q4: 914,668 shares; 2025Q1: 892,175 shares; 2025Q2: 884,249 shares; 2025Q3: 840,174 shares 840,174 $157M 0.19% -44,075 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: 316,591 shares; 2024Q4: 309,472 shares; 2025Q1: 335,578 shares; 2025Q2: 333,856 shares; 2025Q3: 329,481 shares 329,481 $157M 0.19% -4,375 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,802 shares; 2024Q4: 858,624 shares; 2025Q1: 848,496 shares; 2025Q2: 845,854 shares; 2025Q3: 768,594 shares 768,594 $156M 0.19% -77,260 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: 957,698 shares; 2024Q4: 954,135 shares; 2025Q1: 933,014 shares; 2025Q2: 926,531 shares; 2025Q3: 922,820 shares 922,820 $154M 0.18% -3,711 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: 450,420 shares; 2024Q4: 445,638 shares; 2025Q1: 447,955 shares; 2025Q2: 459,936 shares; 2025Q3: 460,911 shares 460,911 $153M 0.18% +975 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: 565,357 shares; 2024Q4: 557,736 shares; 2025Q1: 546,215 shares; 2025Q2: 539,356 shares; 2025Q3: 538,036 shares 538,036 $152M 0.18% -1,320 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,792 shares; 2024Q4: 1,641,559 shares; 2025Q1: 1,516,998 shares; 2025Q2: 1,474,234 shares; 2025Q3: 1,322,287 shares 1,322,287 $151M 0.18% -151,947 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: 1,129,858 shares; 2024Q4: 1,255,215 shares; 2025Q1: 1,545,387 shares; 2025Q2: 1,578,850 shares; 2025Q3: 1,530,549 shares 1,530,549 $150M 0.18% -48,301 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,683 shares; 2024Q4: 543,013 shares; 2025Q1: 532,173 shares; 2025Q2: 528,096 shares; 2025Q3: 524,094 shares 524,094 $146M 0.17% -4,002 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: 322,435 shares; 2024Q4: 319,442 shares; 2025Q1: 306,098 shares; 2025Q2: 302,853 shares; 2025Q3: 301,465 shares 301,465 $145M 0.17% -1,388 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: 288,083 shares; 2024Q4: 304,757 shares; 2025Q1: 347,164 shares; 2025Q2: 358,163 shares; 2025Q3: 380,526 shares 380,526 $142M 0.17% +22,363 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: 911,102 shares; 2024Q4: 902,603 shares; 2025Q1: 850,550 shares; 2025Q2: 817,701 shares; 2025Q3: 771,963 shares 771,963 $142M 0.17% -45,738 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: 186,195 shares; 2024Q4: 184,946 shares; 2025Q1: 182,553 shares; 2025Q2: 176,297 shares; 2025Q3: 176,523 shares 176,523 $141M 0.17% +226 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965,777 shares; 2024Q4: 1,912,197 shares; 2025Q1: 1,817,474 shares; 2025Q2: 1,702,210 shares; 2025Q3: 1,633,247 shares 1,633,247 $137M 0.16% -68,963 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853,229 shares; 2024Q4: 4,984,635 shares; 2025Q1: 5,224,679 shares; 2025Q2: 5,175,599 shares; 2025Q3: 5,669,418 shares 5,669,418 $136M 0.16% +493,819 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: 180,399 shares; 2024Q4: 177,259 shares; 2025Q1: 177,250 shares; 2025Q2: 177,729 shares; 2025Q3: 194,159 shares 194,159 $133M 0.16% +16,430 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 97,737 shares; 2025Q1: 99,262 shares; 2025Q2: 99,355 shares; 2025Q3: 98,756 shares 98,756 $130M 0.15% -599 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: 2,022,970 shares; 2024Q4: 1,924,591 shares; 2025Q1: 1,685,446 shares; 2025Q2: 1,530,193 shares; 2025Q3: 1,413,082 shares 1,413,082 $127M 0.15% -117,111 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: 636,417 shares; 2024Q4: 634,536 shares; 2025Q1: 631,309 shares; 2025Q2: 619,973 shares; 2025Q3: 618,040 shares 618,040 $127M 0.15% -1,933 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: 284,661 shares; 2024Q4: 268,136 shares; 2025Q1: 261,437 shares; 2025Q2: 255,768 shares; 2025Q3: 254,972 shares 254,972 $124M 0.15% -796 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: 23,539 shares; 2024Q4: 23,540 shares; 2025Q1: 23,269 shares; 2025Q2: 22,623 shares; 2025Q3: 22,477 shares 22,477 $121M 0.14% -146 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,610 shares; 2024Q4: 1,706,178 shares; 2025Q1: 1,775,151 shares; 2025Q2: 1,789,138 shares; 2025Q3: 1,968,298 shares 1,968,298 $120M 0.14% +179,160 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: 760,980 shares; 2024Q4: 760,919 shares; 2025Q1: 753,401 shares; 2025Q2: 755,354 shares; 2025Q3: 743,889 shares 743,889 $118M 0.14% -11,465 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: 770,388 shares; 2024Q4: 697,937 shares; 2025Q1: 694,153 shares; 2025Q2: 677,793 shares; 2025Q3: 615,311 shares 615,311 $117M 0.14% -62,482 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: 1,485,583 shares; 2024Q4: 1,422,836 shares; 2025Q1: 1,399,856 shares; 2025Q2: 1,301,958 shares; 2025Q3: 1,218,392 shares 1,218,392 $116M 0.14% -83,566 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: 508,771 shares; 2024Q4: 551,994 shares; 2025Q1: 599,838 shares; 2025Q2: 570,341 shares; 2025Q3: 578,898 shares 578,898 $115M 0.14% +8,557 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461,367 shares; 2024Q4: 1,658,474 shares; 2025Q1: 1,602,454 shares; 2025Q2: 1,350,593 shares; 2025Q3: 943,485 shares 943,485 $114M 0.13% -407,108 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,601 shares; 2024Q4: 498,967 shares; 2025Q1: 481,921 shares; 2025Q2: 458,708 shares; 2025Q3: 458,192 shares 458,192 $113M 0.13% -516 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: 288,064 shares; 2024Q4: 269,702 shares; 2025Q1: 260,132 shares; 2025Q2: 259,212 shares; 2025Q3: 245,979 shares 245,979 $112M 0.13% -13,233 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,161 shares; 2024Q4: 533,967 shares; 2025Q1: 694,127 shares; 2025Q2: 697,706 shares; 2025Q3: 730,591 shares 730,591 $110M 0.13% +32,885 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,835 shares; 2024Q4: 488,231 shares; 2025Q1: 601,616 shares; 2025Q2: 998,135 shares; 2025Q3: 1,066,444 shares 1,066,444 $110M 0.13% +68,309 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580,376 shares; 2024Q4: 2,400,507 shares; 2025Q1: 2,294,136 shares; 2025Q2: 1,633,133 shares; 2025Q3: 1,624,255 shares 1,624,255 $110M 0.13% -8,878 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: 669,302 shares; 2024Q4: 668,827 shares; 2025Q1: 651,704 shares; 2025Q2: 675,930 shares; 2025Q3: 669,331 shares 669,331 $109M 0.13% -6,599 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: 6,268,172 shares; 2024Q4: 5,776,585 shares; 2025Q1: 5,213,250 shares; 2025Q2: 4,721,304 shares; 2025Q3: 4,259,362 shares 4,259,362 $109M 0.13% -461,942 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: 382,726 shares; 2024Q4: 408,290 shares; 2025Q1: 371,942 shares; 2025Q2: 374,026 shares; 2025Q3: 382,636 shares 382,636 $107M 0.13% +8,610 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: 1,085,230 shares; 2024Q4: 1,068,697 shares; 2025Q1: 991,239 shares; 2025Q2: 936,550 shares; 2025Q3: 932,960 shares 932,960 $107M 0.13% -3,590 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: 445,469 shares; 2024Q4: 445,005 shares; 2025Q1: 440,444 shares; 2025Q2: 429,512 shares; 2025Q3: 423,207 shares 423,207 $106M 0.13% -6,305 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,600 shares; 2024Q4: 260,898 shares; 2025Q1: 338,586 shares; 2025Q2: 344,112 shares; 2025Q3: 343,648 shares 343,648 $105M 0.12% -464 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: 781,823 shares; 2024Q4: 776,350 shares; 2025Q1: 776,423 shares; 2025Q2: 776,016 shares; 2025Q3: 759,545 shares 759,545 $101M 0.12% -16,471 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: 1,307,504 shares; 2024Q4: 1,281,828 shares; 2025Q1: 1,321,964 shares; 2025Q2: 1,325,936 shares; 2025Q3: 1,339,400 shares 1,339,400 $95.6M 0.11% +13,464 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: 510,457 shares; 2024Q4: 508,604 shares; 2025Q1: 605,997 shares; 2025Q2: 646,637 shares; 2025Q3: 659,247 shares 659,247 $95.3M 0.11% +12,610 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: 1,122,536 shares; 2024Q4: 1,095,320 shares; 2025Q1: 877,222 shares; 2025Q2: 854,552 shares; 2025Q3: 849,884 shares 849,884 $94.3M 0.11% -4,668 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: 471,685 shares; 2024Q4: 479,272 shares; 2025Q1: 423,685 shares; 2025Q2: 412,717 shares; 2025Q3: 393,864 shares 393,864 $93.3M 0.11% -18,853 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: 56,013 shares; 2024Q4: 55,233 shares; 2025Q1: 72,893 shares; 2025Q2: 97,519 shares; 2025Q3: 96,894 shares 96,894 $92.3M 0.11% -625 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: 319,713 shares; 2024Q4: 316,766 shares; 2025Q1: 303,672 shares; 2025Q2: 298,406 shares; 2025Q3: 297,988 shares 297,988 $89.6M 0.11% -418 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918,607 shares; 2024Q4: 1,898,313 shares; 2025Q1: 1,857,837 shares; 2025Q2: 1,840,477 shares; 2025Q3: 1,777,580 shares 1,777,580 $89.6M 0.11% -62,897 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: 210,853 shares; 2024Q4: 326,233 shares; 2025Q1: 422,010 shares; 2025Q2: 443,787 shares; 2025Q3: 480,438 shares 480,438 $87.6M 0.1% +36,651 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: 187,651 shares; 2024Q4: 180,642 shares; 2025Q1: 177,933 shares; 2025Q2: 173,633 shares; 2025Q3: 173,194 shares 173,194 $84M 0.1% -439 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,818 shares; 2024Q4: 276,986 shares; 2025Q1: 278,904 shares; 2025Q2: 162,637 shares; 2025Q3: 258,453 shares 258,453 $82.7M 0.1% +95,816 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: 13,518 shares; 2024Q4: 22,872 shares; 2025Q1: 31,296 shares; 2025Q2: 33,781 shares; 2025Q3: 35,209 shares 35,209 $82.3M 0.1% +1,428 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: 953,187 shares; 2024Q4: 1,697,051 shares; 2025Q1: 1,601,213 shares; 2025Q2: 948,805 shares; 2025Q3: 909,085 shares 909,085 $81.3M 0.1% -39,720 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: 405,888 shares; 2024Q4: 407,460 shares; 2025Q1: 416,202 shares; 2025Q2: 462,974 shares; 2025Q3: 463,712 shares 463,712 $81M 0.1% +738 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,004 shares; 2024Q4: 717,400 shares; 2025Q1: 708,297 shares; 2025Q2: 616,663 shares; 2025Q3: 391,065 shares 391,065 $80.8M 0.1% -225,598 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: 250,937 shares; 2024Q4: 306,519 shares; 2025Q1: 352,933 shares; 2025Q2: 340,450 shares; 2025Q3: 226,647 shares 226,647 $79.9M 0.09% -113,803 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: 741,618 shares; 2024Q4: 734,098 shares; 2025Q1: 720,680 shares; 2025Q2: 726,354 shares; 2025Q3: 645,940 shares 645,940 $79.9M 0.09% -80,414 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: 2,427,100 shares; 2024Q4: 2,202,202 shares; 2025Q1: 1,929,473 shares; 2025Q2: 1,857,688 shares; 2025Q3: 1,769,161 shares 1,769,161 $77.8M 0.09% -88,527 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,407 shares; 2024Q4: 403,599 shares; 2025Q1: 397,782 shares; 2025Q2: 402,266 shares; 2025Q3: 408,295 shares 408,295 $76.4M 0.09% +6,029 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: 1,342,435 shares; 2024Q4: 1,233,606 shares; 2025Q1: 1,231,629 shares; 2025Q2: 823,869 shares; 2025Q3: 780,361 shares 780,361 $74.2M 0.09% -43,508 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937,446 shares; 2024Q4: 1,749,205 shares; 2025Q1: 1,727,299 shares; 2025Q2: 1,919,999 shares; 2025Q3: 2,001,099 shares 2,001,099 $73.1M 0.09% +81,100 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,937 shares; 2024Q4: 93,538 shares; 2025Q1: 282,559 shares; 2025Q2: 291,867 shares; 2025Q3: 294,755 shares 294,755 $72.8M 0.09% +2,888 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,274 shares; 2024Q4: 851,387 shares; 2025Q1: 825,203 shares; 2025Q2: 835,568 shares; 2025Q3: 780,169 shares 780,169 $72.5M 0.09% -55,399 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: 785,077 shares; 2024Q4: 865,908 shares; 2025Q1: 899,670 shares; 2025Q2: 885,962 shares; 2025Q3: 892,609 shares 892,609 $72.5M 0.09% +6,647 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: 398,196 shares; 2024Q4: 386,400 shares; 2025Q1: 410,886 shares; 2025Q2: 414,891 shares; 2025Q3: 372,012 shares 372,012 $72.4M 0.09% -42,879 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: 850,507 shares; 2024Q4: 825,927 shares; 2025Q1: 824,651 shares; 2025Q2: 786,021 shares; 2025Q3: 754,310 shares 754,310 $71.4M 0.08% -31,711 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: 986,504 shares; 2024Q4: 934,466 shares; 2025Q1: 923,587 shares; 2025Q2: 882,094 shares; 2025Q3: 842,382 shares 842,382 $71.3M 0.08% -39,712 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,367 shares; 2024Q4: 285,527 shares; 2025Q1: 281,731 shares; 2025Q2: 279,894 shares; 2025Q3: 278,376 shares 278,376 $70.8M 0.08% -1,518 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: 3,245,145 shares; 2024Q4: 2,845,483 shares; 2025Q1: 2,625,590 shares; 2025Q2: 2,482,718 shares; 2025Q3: 2,103,911 shares 2,103,911 $70.6M 0.08% -378,807 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,074 shares; 2024Q4: 465,025 shares; 2025Q1: 470,728 shares; 2025Q2: 466,704 shares; 2025Q3: 444,485 shares 444,485 $70.3M 0.08% -22,219 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039,987 shares; 2024Q4: 1,766,047 shares; 2025Q1: 1,734,743 shares; 2025Q2: 1,616,741 shares; 2025Q3: 1,473,629 shares 1,473,629 $68.8M 0.08% -143,112 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922,588 shares; 2024Q4: 917,526 shares; 2025Q1: 904,759 shares; 2025Q2: 923,744 shares; 2025Q3: 877,233 shares 877,233 $68.5M 0.08% -46,511 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: 825,982 shares; 2024Q4: 800,267 shares; 2025Q1: 808,913 shares; 2025Q2: 832,608 shares; 2025Q3: 824,437 shares 824,437 $68.4M 0.08% -8,171 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: 697,319 shares; 2024Q4: 656,189 shares; 2025Q1: 650,137 shares; 2025Q2: 635,147 shares; 2025Q3: 594,671 shares 594,671 $68.1M 0.08% -40,476 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104,640 shares; 2024Q4: 1,290,086 shares; 2025Q1: 1,291,369 shares; 2025Q2: 1,281,857 shares; 2025Q3: 1,261,807 shares 1,261,807 $68M 0.08% -20,050 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193,858 shares; 2024Q4: 1,164,904 shares; 2025Q1: 1,114,726 shares; 2025Q2: 1,115,013 shares; 2025Q3: 1,085,819 shares 1,085,819 $67.8M 0.08% -29,194 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,800 shares; 2024Q4: 296,641 shares; 2025Q1: 285,216 shares; 2025Q2: 280,492 shares; 2025Q3: 280,162 shares 280,162 $67.1M 0.08% -330 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,748 shares; 2024Q4: 274,913 shares; 2025Q1: 264,074 shares; 2025Q2: 256,389 shares; 2025Q3: 254,122 shares 254,122 $66.3M 0.08% -2,267 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: 375,566 shares; 2024Q4: 375,338 shares; 2025Q1: 265,362 shares; 2025Q2: 248,350 shares; 2025Q3: 245,177 shares 245,177 $66.2M 0.08% -3,173 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939,626 shares; 2024Q4: 1,693,084 shares; 2025Q1: 1,647,926 shares; 2025Q2: 1,565,887 shares; 2025Q3: 1,458,051 shares 1,458,051 $65.8M 0.08% -107,836 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: 157,978 shares; 2024Q4: 152,975 shares; 2025Q1: 145,299 shares; 2025Q2: 138,305 shares; 2025Q3: 130,859 shares 130,859 $65.3M 0.08% -7,446 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: 2,899,159 shares; 2024Q4: 2,717,930 shares; 2025Q1: 2,578,141 shares; 2025Q2: 2,263,488 shares; 2025Q3: 2,045,589 shares 2,045,589 $64.3M 0.08% -217,899 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: 60,875 shares; 2024Q4: 67,202 shares; 2025Q1: 64,641 shares; 2025Q2: 65,624 shares; 2025Q3: 59,248 shares 59,248 $63.9M 0.08% -6,376 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: 181,849 shares; 2024Q4: 182,825 shares; 2025Q1: 181,654 shares; 2025Q2: 173,952 shares; 2025Q3: 172,485 shares 172,485 $63.8M 0.08% -1,467 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,521 shares; 2024Q4: 1,479,869 shares; 2025Q1: 1,493,512 shares; 2025Q2: 1,432,618 shares; 2025Q3: 1,406,272 shares 1,406,272 $63.2M 0.07% -26,346 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935,852 shares; 2024Q4: 7,371,486 shares; 2025Q1: 7,480,533 shares; 2025Q2: 2,568,987 shares; 2025Q3: 1,166,949 shares 1,166,949 $63.1M 0.07% -1,402,038 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: 88,151 shares; 2024Q4: 88,835 shares; 2025Q1: 85,759 shares; 2025Q2: 83,760 shares; 2025Q3: 81,577 shares 81,577 $63M 0.07% -2,183 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271,596 shares; 2024Q4: 2,241,337 shares; 2025Q1: 2,192,452 shares; 2025Q2: 2,023,625 shares; 2025Q3: 1,970,712 shares 1,970,712 $62.3M 0.07% -52,913 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: 91,135 shares; 2024Q4: 93,217 shares; 2025Q1: 96,452 shares; 2025Q2: 98,379 shares; 2025Q3: 100,542 shares 100,542 $61.8M 0.07% +2,163 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,774 shares; 2024Q4: 999,143 shares; 2025Q1: 1,042,187 shares; 2025Q2: 1,128,304 shares; 2025Q3: 1,161,890 shares 1,161,890 $61.6M 0.07% +33,586 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,789 shares; 2024Q4: 799,385 shares; 2025Q1: 795,770 shares; 2025Q2: 809,995 shares; 2025Q3: 808,193 shares 808,193 $61.6M 0.07% -1,802 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: 154,331 shares; 2024Q4: 136,326 shares; 2025Q1: 136,641 shares; 2025Q2: 134,867 shares; 2025Q3: 133,179 shares 133,179 $60.9M 0.07% -1,688 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,443 shares; 2024Q4: 71,588 shares; 2025Q1: 110,630 shares; 2025Q2: 111,418 shares; 2025Q3: 120,995 shares 120,995 $59.7M 0.07% +9,577 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: 521,007 shares; 2024Q4: 472,648 shares; 2025Q1: 449,440 shares; 2025Q2: 421,450 shares; 2025Q3: 428,488 shares 428,488 $59.6M 0.07% +7,038 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: 67,443 shares; 2024Q4: 65,016 shares; 2025Q1: 64,864 shares; 2025Q2: 90,791 shares; 2025Q3: 133,015 shares 133,015 $59.5M 0.07% +42,224 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: 77,508 shares; 2024Q4: 76,842 shares; 2025Q1: 79,582 shares; 2025Q2: 78,500 shares; 2025Q3: 78,014 shares 78,014 $59.1M 0.07% -486 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: 776,211 shares; 2024Q4: 754,508 shares; 2025Q1: 763,209 shares; 2025Q2: 744,272 shares; 2025Q3: 738,124 shares 738,124 $58.2M 0.07% -6,148 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: 232,649 shares; 2024Q4: 246,545 shares; 2025Q1: 242,587 shares; 2025Q2: 262,288 shares; 2025Q3: 269,758 shares 269,758 $58.2M 0.07% +7,470 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: 40,345 shares; 2024Q4: 40,271 shares; 2025Q1: 37,377 shares; 2025Q2: 551,755 shares; 2025Q3: 538,270 shares 538,270 $58M 0.07% -13,485 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174,835 shares; 2024Q4: 2,123,549 shares; 2025Q1: 2,002,108 shares; 2025Q2: 2,082,644 shares; 2025Q3: 2,054,243 shares 2,054,243 $58M 0.07% -28,401 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,813 shares; 2024Q4: 102,684 shares; 2025Q1: 96,871 shares; 2025Q2: 95,679 shares; 2025Q3: 94,767 shares 94,767 $57.7M 0.07% -912 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,597 shares; 2024Q4: 267,889 shares; 2025Q1: 255,695 shares; 2025Q2: 253,227 shares; 2025Q3: 287,236 shares 287,236 $57.7M 0.07% +34,009 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,979 shares; 2024Q4: 551,568 shares; 2025Q1: 543,047 shares; 2025Q2: 544,529 shares; 2025Q3: 538,951 shares 538,951 $57.5M 0.07% -5,578 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: 215,168 shares; 2024Q4: 304,131 shares; 2025Q1: 476,160 shares; 2025Q2: 595,607 shares; 2025Q3: 737,533 shares 737,533 $56.4M 0.07% +141,926 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,356 shares; 2024Q4: 347,742 shares; 2025Q1: 565,681 shares; 2025Q2: 760,011 shares; 2025Q3: 1,197,958 shares 1,197,958 $56.2M 0.07% +437,947 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,690 shares; 2024Q4: 937,576 shares; 2025Q1: 877,477 shares; 2025Q2: 826,937 shares; 2025Q3: 803,691 shares 803,691 $56M 0.07% -23,246 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: 228,806 shares; 2024Q4: 231,253 shares; 2025Q1: 236,079 shares; 2025Q2: 257,907 shares; 2025Q3: 253,853 shares 253,853 $54.8M 0.06% -4,054 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: 436,029 shares; 2025Q1: 437,832 shares; 2025Q2: 413,392 shares; 2025Q3: 408,205 shares 408,205 $54.7M 0.06% -5,187 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,156 shares; 2024Q4: 191,492 shares; 2025Q1: 176,670 shares; 2025Q2: 176,481 shares; 2025Q3: 182,189 shares 182,189 $54.2M 0.06% +5,708 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,876 shares; 2024Q4: 985,783 shares; 2025Q1: 1,105,744 shares; 2025Q2: 1,122,810 shares; 2025Q3: 1,103,057 shares 1,103,057 $54.1M 0.06% -19,753 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: 199,795 shares; 2024Q4: 197,633 shares; 2025Q1: 184,497 shares; 2025Q2: 182,904 shares; 2025Q3: 178,887 shares 178,887 $53.7M 0.06% -4,017 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: 507,375 shares; 2024Q4: 522,897 shares; 2025Q1: 529,258 shares; 2025Q2: 512,676 shares; 2025Q3: 513,827 shares 513,827 $52.2M 0.06% +1,151 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,526 shares; 2024Q4: 531,359 shares; 2025Q1: 564,689 shares; 2025Q2: 643,254 shares; 2025Q3: 663,683 shares 663,683 $52M 0.06% +20,429 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: 162,542 shares; 2024Q4: 159,423 shares; 2025Q1: 153,411 shares; 2025Q2: 152,663 shares; 2025Q3: 150,049 shares 150,049 $52M 0.06% -2,614 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,238 shares; 2024Q4: 77,646 shares; 2025Q1: 70,745 shares; 2025Q2: 408,888 shares; 2025Q3: 555,988 shares 555,988 $51M 0.06% +147,100 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008,406 shares; 2024Q4: 1,016,584 shares; 2025Q1: 1,023,334 shares; 2025Q2: 1,014,147 shares; 2025Q3: 1,008,951 shares 1,008,951 $49.9M 0.06% -5,196 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: 219,595 shares; 2024Q4: 215,110 shares; 2025Q1: 211,129 shares; 2025Q2: 204,695 shares; 2025Q3: 196,505 shares 196,505 $48.5M 0.06% -8,190 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: 43,799 shares; 2024Q4: 43,084 shares; 2025Q1: 76,414 shares; 2025Q2: 94,402 shares; 2025Q3: 145,123 shares 145,123 $48.3M 0.06% +50,721 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,304 shares; 2024Q4: 639,933 shares; 2025Q1: 641,021 shares; 2025Q2: 657,701 shares; 2025Q3: 810,914 shares 810,914 $48M 0.06% +153,213 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,233 shares; 2024Q4: 1,795,091 shares; 2025Q1: 1,874,615 shares; 2025Q2: 1,910,495 shares; 2025Q3: 1,942,970 shares 1,942,970 $46M 0.05% +32,475 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: 226,815 shares; 2024Q4: 223,822 shares; 2025Q1: 217,304 shares; 2025Q2: 210,587 shares; 2025Q3: 207,418 shares 207,418 $45.8M 0.05% -3,169 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,102 shares; 2024Q4: 760,356 shares; 2025Q1: 746,220 shares; 2025Q2: 717,850 shares; 2025Q3: 693,961 shares 693,961 $45.1M 0.05% -23,889 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: 47,601 shares; 2024Q4: 45,521 shares; 2025Q1: 49,156 shares; 2025Q2: 48,226 shares; 2025Q3: 46,588 shares 46,588 $45.1M 0.05% -1,638 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: 538,397 shares; 2024Q4: 547,557 shares; 2025Q1: 596,923 shares; 2025Q2: 623,297 shares; 2025Q3: 596,292 shares 596,292 $44.3M 0.05% -27,005 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: 398,518 shares; 2024Q4: 393,252 shares; 2025Q1: 396,360 shares; 2025Q2: 409,075 shares; 2025Q3: 355,622 shares 355,622 $44M 0.05% -53,453 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,086 shares; 2024Q4: 530,243 shares; 2025Q1: 475,849 shares; 2025Q2: 462,897 shares; 2025Q3: 461,434 shares 461,434 $43.9M 0.05% -1,463 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,156 shares; 2024Q4: 151,414 shares; 2025Q1: 158,999 shares; 2025Q2: 146,659 shares; 2025Q3: 146,674 shares 146,674 $43.7M 0.05% +15 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: 222,399 shares; 2024Q4: 219,470 shares; 2025Q1: 216,231 shares; 2025Q2: 214,105 shares; 2025Q3: 212,533 shares 212,533 $43.6M 0.05% -1,572 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 81,690 shares; 2025Q2: 96,988 shares; 2025Q3: 101,441 shares 101,441 $43.2M 0.05% +4,453 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: 94,843 shares; 2024Q4: 95,582 shares; 2025Q1: 93,981 shares; 2025Q2: 93,954 shares; 2025Q3: 86,104 shares 86,104 $42.3M 0.05% -7,850 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: 117,941 shares; 2024Q4: 117,195 shares; 2025Q1: 118,139 shares; 2025Q2: 168,037 shares; 2025Q3: 176,469 shares 176,469 $42.2M 0.05% +8,432 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,206 shares; 2024Q4: 406,667 shares; 2025Q1: 462,639 shares; 2025Q2: 470,736 shares; 2025Q3: 479,643 shares 479,643 $41.8M 0.05% +8,907 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,977 shares; 2024Q4: 956,174 shares; 2025Q1: 979,572 shares; 2025Q2: 970,305 shares; 2025Q3: 966,228 shares 966,228 $41.3M 0.05% -4,077 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,869 shares; 2024Q4: 52,004 shares; 2025Q1: 53,858 shares; 2025Q2: 53,052 shares; 2025Q3: 52,426 shares 52,426 $41.1M 0.05% -626 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,817 shares; 2024Q4: 449,555 shares; 2025Q1: 438,981 shares; 2025Q2: 863,720 shares; 2025Q3: 836,960 shares 836,960 $41M 0.05% -26,760 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,695 shares; 2024Q4: 401,934 shares; 2025Q1: 343,418 shares; 2025Q2: 342,968 shares; 2025Q3: 320,642 shares 320,642 $40.4M 0.05% -22,326 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: 596,588 shares; 2024Q4: 589,708 shares; 2025Q1: 569,733 shares; 2025Q2: 585,208 shares; 2025Q3: 603,834 shares 603,834 $39.9M 0.05% +18,626 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: 420,293 shares; 2024Q4: 416,899 shares; 2025Q1: 424,141 shares; 2025Q2: 425,296 shares; 2025Q3: 420,876 shares 420,876 $39.9M 0.05% -4,420 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,943 shares; 2024Q4: 275,466 shares; 2025Q1: 280,127 shares; 2025Q2: 283,160 shares; 2025Q3: 283,035 shares 283,035 $39.1M 0.05% -125 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: 71,716 shares; 2024Q4: 77,970 shares; 2025Q1: 82,583 shares; 2025Q2: 78,475 shares; 2025Q3: 79,022 shares 79,022 $38.8M 0.05% +547 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,559 shares; 2024Q4: 345,766 shares; 2025Q1: 334,328 shares; 2025Q2: 335,799 shares; 2025Q3: 337,504 shares 337,504 $38.7M 0.05% +1,705 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: 565,037 shares; 2024Q4: 495,181 shares; 2025Q1: 461,917 shares; 2025Q2: 453,251 shares; 2025Q3: 432,840 shares 432,840 $38.7M 0.05% -20,411 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,579 shares; 2024Q4: 457,506 shares; 2025Q1: 433,642 shares; 2025Q2: 418,708 shares; 2025Q3: 395,400 shares 395,400 $38.4M 0.05% -23,308 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,671 shares; 2024Q4: 559,895 shares; 2025Q1: 399,061 shares; 2025Q2: 368,792 shares; 2025Q3: 353,490 shares 353,490 $38M 0.05% -15,302 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,385 shares; 2024Q4: 735,902 shares; 2025Q1: 737,067 shares; 2025Q2: 788,977 shares; 2025Q3: 872,265 shares 872,265 $37.9M 0.04% +83,288 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,730 shares; 2024Q4: 975,861 shares; 2025Q1: 962,905 shares; 2025Q2: 990,169 shares; 2025Q3: 991,589 shares 991,589 $37.5M 0.04% +1,420 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: 752,826 shares; 2024Q4: 725,999 shares; 2025Q1: 628,070 shares; 2025Q2: 555,752 shares; 2025Q3: 445,437 shares 445,437 $37.2M 0.04% -110,315 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,931 shares; 2024Q4: 85,100 shares; 2025Q1: 99,122 shares; 2025Q2: 114,342 shares; 2025Q3: 126,396 shares 126,396 $37.2M 0.04% +12,054 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250,582 shares; 2024Q4: 1,470,042 shares; 2025Q1: 1,690,786 shares; 2025Q2: 1,549,898 shares; 2025Q3: 1,599,958 shares 1,599,958 $37M 0.04% +50,060 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744,342 shares; 2024Q4: 1,785,902 shares; 2025Q1: 1,849,470 shares; 2025Q2: 1,482,631 shares; 2025Q3: 1,074,685 shares 1,074,685 $36.9M 0.04% -407,946 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: 14,536 shares; 2024Q4: 16,007 shares; 2025Q1: 16,183 shares; 2025Q2: 94,310 shares; 2025Q3: 157,005 shares 157,005 $36.9M 0.04% +62,695 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: 109,702 shares; 2024Q4: 108,076 shares; 2025Q1: 108,985 shares; 2025Q2: 108,150 shares; 2025Q3: 107,609 shares 107,609 $36.7M 0.04% -541 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: 128,227 shares; 2024Q4: 138,200 shares; 2025Q1: 135,012 shares; 2025Q2: 151,738 shares; 2025Q3: 136,161 shares 136,161 $36.4M 0.04% -15,577 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: 619,843 shares; 2024Q4: 621,103 shares; 2025Q1: 616,156 shares; 2025Q2: 551,959 shares; 2025Q3: 525,483 shares 525,483 $35.4M 0.04% -26,476 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430,904 shares; 2025Q1: 426,817 shares; 2025Q2: 416,841 shares; 2025Q3: 410,671 shares 410,671 $35.2M 0.04% -6,170 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: 115,634 shares; 2024Q4: 116,918 shares; 2025Q1: 103,422 shares; 2025Q2: 103,453 shares; 2025Q3: 148,985 shares 148,985 $35.1M 0.04% +45,532 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: 439,676 shares; 2024Q4: 424,759 shares; 2025Q1: 400,837 shares; 2025Q2: 402,234 shares; 2025Q3: 426,816 shares 426,816 $35M 0.04% +24,582 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,816 shares; 2024Q4: 944,301 shares; 2025Q1: 1,046,349 shares; 2025Q2: 893,761 shares; 2025Q3: 877,392 shares 877,392 $34.8M 0.04% -16,369 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,727 shares; 2024Q4: 200,331 shares; 2025Q1: 201,887 shares; 2025Q2: 200,746 shares; 2025Q3: 200,651 shares 200,651 $34.7M 0.04% -95 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: 163,797 shares; 2024Q4: 164,205 shares; 2025Q1: 161,425 shares; 2025Q2: 153,659 shares; 2025Q3: 150,550 shares 150,550 $34.5M 0.04% -3,109 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: 354,392 shares; 2024Q4: 354,308 shares; 2025Q1: 351,518 shares; 2025Q2: 353,845 shares; 2025Q3: 349,401 shares 349,401 $34.1M 0.04% -4,444 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: 859,715 shares; 2024Q4: 958,662 shares; 2025Q1: 898,500 shares; 2025Q2: 923,552 shares; 2025Q3: 909,763 shares 909,763 $34M 0.04% -13,789 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: 980,559 shares; 2024Q4: 992,693 shares; 2025Q1: 970,380 shares; 2025Q2: 955,498 shares; 2025Q3: 957,335 shares 957,335 $34M 0.04% +1,837 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: 59,276 shares; 2024Q4: 60,235 shares; 2025Q1: 56,168 shares; 2025Q2: 49,648 shares; 2025Q3: 47,182 shares 47,182 $32.9M 0.04% -2,466 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,902 shares; 2024Q4: 246,938 shares; 2025Q1: 251,730 shares; 2025Q2: 253,180 shares; 2025Q3: 255,332 shares 255,332 $32.9M 0.04% +2,152 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: 242,627 shares; 2024Q4: 248,540 shares; 2025Q1: 245,730 shares; 2025Q2: 223,060 shares; 2025Q3: 254,257 shares 254,257 $32.6M 0.04% +31,197 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: 253,901 shares; 2024Q4: 250,975 shares; 2025Q1: 247,674 shares; 2025Q2: 246,576 shares; 2025Q3: 237,561 shares 237,561 $32.3M 0.04% -9,015 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: 124,563 shares; 2024Q4: 124,043 shares; 2025Q1: 122,670 shares; 2025Q2: 120,368 shares; 2025Q3: 118,294 shares 118,294 $32.3M 0.04% -2,074 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: 286,266 shares; 2024Q4: 284,661 shares; 2025Q1: 275,593 shares; 2025Q2: 267,153 shares; 2025Q3: 257,659 shares 257,659 $32M 0.04% -9,494 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,360 shares; 2024Q4: 89,509 shares; 2025Q1: 87,750 shares; 2025Q2: 86,029 shares; 2025Q3: 84,235 shares 84,235 $31.9M 0.04% -1,794 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,337 shares; 2024Q4: 429,327 shares; 2025Q1: 427,017 shares; 2025Q2: 425,287 shares; 2025Q3: 414,257 shares 414,257 $31.8M 0.04% -11,030 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,452 shares; 2024Q4: 200,748 shares; 2025Q1: 194,221 shares; 2025Q2: 189,253 shares; 2025Q3: 185,945 shares 185,945 $31.7M 0.04% -3,308 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,349 shares; 2024Q4: 137,332 shares; 2025Q1: 146,003 shares; 2025Q2: 147,872 shares; 2025Q3: 151,611 shares 151,611 $31.7M 0.04% +3,739 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: 283,254 shares; 2024Q4: 369,706 shares; 2025Q1: 436,020 shares; 2025Q2: 355,627 shares; 2025Q3: 429,422 shares 429,422 $31.2M 0.04% +73,795 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,560 shares; 2024Q4: 484,513 shares; 2025Q1: 472,743 shares; 2025Q2: 451,102 shares; 2025Q3: 425,140 shares 425,140 $31M 0.04% -25,962 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,696 shares; 2024Q4: 57,739 shares; 2025Q1: 352,822 shares; 2025Q2: 392,420 shares; 2025Q3: 426,465 shares 426,465 $30.8M 0.04% +34,045 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,308 shares; 2024Q4: 94,312 shares; 2025Q1: 97,884 shares; 2025Q2: 93,743 shares; 2025Q3: 127,601 shares 127,601 $30.7M 0.04% +33,858 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: 330,255 shares; 2024Q4: 332,319 shares; 2025Q1: 509,215 shares; 2025Q2: 529,191 shares; 2025Q3: 512,875 shares 512,875 $30.6M 0.04% -16,316 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,697 shares; 2024Q4: 1,730,962 shares; 2025Q1: 1,730,289 shares; 2025Q2: 1,713,789 shares; 2025Q3: 1,702,820 shares 1,702,820 $30.3M 0.04% -10,969 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: 75,919 shares; 2024Q4: 75,238 shares; 2025Q1: 75,861 shares; 2025Q2: 74,816 shares; 2025Q3: 71,784 shares 71,784 $30.3M 0.04% -3,032 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: 153,578 shares; 2024Q4: 153,667 shares; 2025Q1: 153,548 shares; 2025Q2: 151,026 shares; 2025Q3: 148,374 shares 148,374 $29.9M 0.04% -2,652 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: 211,951 shares; 2024Q4: 216,033 shares; 2025Q1: 209,489 shares; 2025Q2: 212,403 shares; 2025Q3: 193,632 shares 193,632 $29.9M 0.04% -18,771 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,652 shares; 2024Q4: 77,225 shares; 2025Q1: 79,418 shares; 2025Q2: 287,741 shares; 2025Q3: 611,453 shares 611,453 $29.8M 0.04% +323,712 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,139 shares; 2024Q4: 1,153,809 shares; 2025Q1: 1,171,643 shares; 2025Q2: 1,179,029 shares; 2025Q3: 1,150,126 shares 1,150,126 $29.7M 0.04% -28,903 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,731 shares; 2024Q4: 647,976 shares; 2025Q1: 461,399 shares; 2025Q2: 414,455 shares; 2025Q3: 378,778 shares 378,778 $29.5M 0.03% -35,677 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: 723,575 shares; 2024Q4: 388,055 shares; 2025Q1: 380,091 shares; 2025Q2: 174,472 shares; 2025Q3: 164,847 shares 164,847 $29.1M 0.03% -9,625 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,887 shares; 2024Q4: 187,751 shares; 2025Q1: 190,485 shares; 2025Q2: 202,644 shares; 2025Q3: 203,239 shares 203,239 $28.6M 0.03% +595 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,123 shares; 2024Q4: 106,653 shares; 2025Q1: 102,366 shares; 2025Q2: 102,155 shares; 2025Q3: 97,807 shares 97,807 $28.2M 0.03% -4,348 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: 152,214 shares; 2024Q4: 154,429 shares; 2025Q1: 150,468 shares; 2025Q2: 156,119 shares; 2025Q3: 163,194 shares 163,194 $27.9M 0.03% +7,075 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: 73,943 shares; 2024Q4: 73,111 shares; 2025Q1: 67,917 shares; 2025Q2: 66,583 shares; 2025Q3: 65,624 shares 65,624 $27.7M 0.03% -959 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: 90,747 shares; 2024Q4: 133,022 shares; 2025Q1: 153,565 shares; 2025Q2: 146,705 shares; 2025Q3: 150,953 shares 150,953 $27M 0.03% +4,248 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: 389,964 shares; 2024Q4: 387,966 shares; 2025Q1: 362,238 shares; 2025Q2: 351,322 shares; 2025Q3: 336,793 shares 336,793 $26.9M 0.03% -14,529 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: 141,917 shares; 2024Q4: 146,460 shares; 2025Q1: 146,680 shares; 2025Q2: 144,586 shares; 2025Q3: 141,391 shares 141,391 $26.9M 0.03% -3,195 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: 141,965 shares; 2024Q4: 167,762 shares; 2025Q1: 187,256 shares; 2025Q2: 222,969 shares; 2025Q3: 276,660 shares 276,660 $26.7M 0.03% +53,691 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,852 shares; 2024Q4: 343,170 shares; 2025Q1: 333,239 shares; 2025Q2: 333,494 shares; 2025Q3: 329,188 shares 329,188 $26.5M 0.03% -4,306 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: 70,693 shares; 2024Q4: 67,887 shares; 2025Q1: 57,394 shares; 2025Q2: 55,657 shares; 2025Q3: 52,651 shares 52,651 $26.3M 0.03% -3,006 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,242 shares; 2024Q4: 463,659 shares; 2025Q1: 441,937 shares; 2025Q2: 415,585 shares; 2025Q3: 406,475 shares 406,475 $26.1M 0.03% -9,110 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: 84,801 shares; 2024Q4: 81,156 shares; 2025Q1: 76,942 shares; 2025Q2: 75,624 shares; 2025Q3: 74,671 shares 74,671 $26.1M 0.03% -953 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,897 shares; 2024Q4: 225,127 shares; 2025Q1: 293,211 shares; 2025Q2: 312,160 shares; 2025Q3: 306,780 shares 306,780 $26.1M 0.03% -5,380 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: 169,090 shares; 2025Q1: 174,831 shares; 2025Q2: 154,385 shares; 2025Q3: 174,993 shares 174,993 $25.5M 0.03% +20,608 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,670 shares; 2024Q4: 233,705 shares; 2025Q1: 210,210 shares; 2025Q2: 210,867 shares; 2025Q3: 212,711 shares 212,711 $25.4M 0.03% +1,844 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,608 shares; 2024Q4: 213,958 shares; 2025Q1: 218,329 shares; 2025Q2: 207,606 shares; 2025Q3: 206,368 shares 206,368 $25.3M 0.03% -1,238 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,620 shares; 2024Q4: 90,515 shares; 2025Q1: 82,428 shares; 2025Q2: 82,573 shares; 2025Q3: 80,803 shares 80,803 $25M 0.03% -1,770 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,207 shares; 2024Q4: 228,214 shares; 2025Q1: 226,942 shares; 2025Q2: 225,664 shares; 2025Q3: 222,039 shares 222,039 $25M 0.03% -3,625 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,763 shares; 2024Q4: 257,282 shares; 2025Q1: 294,029 shares; 2025Q2: 375,443 shares; 2025Q3: 384,101 shares 384,101 $25M 0.03% +8,658 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: 385,129 shares; 2024Q4: 378,639 shares; 2025Q1: 384,486 shares; 2025Q2: 388,328 shares; 2025Q3: 392,100 shares 392,100 $24.8M 0.03% +3,772 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,261 shares; 2024Q4: 90,760 shares; 2025Q1: 91,111 shares; 2025Q2: 93,766 shares; 2025Q3: 93,652 shares 93,652 $24.4M 0.03% -114 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253,408 shares; 2024Q4: 1,174,209 shares; 2025Q1: 1,159,235 shares; 2025Q2: 1,172,073 shares; 2025Q3: 1,100,249 shares 1,100,249 $24.4M 0.03% -71,824 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: 296,382 shares; 2024Q4: 286,462 shares; 2025Q1: 303,864 shares; 2025Q2: 317,125 shares; 2025Q3: 320,586 shares 320,586 $24.1M 0.03% +3,461 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,077 shares; 2024Q4: 328,477 shares; 2025Q1: 330,792 shares; 2025Q2: 346,323 shares; 2025Q3: 355,647 shares 355,647 $23.9M 0.03% +9,324 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: 688,851 shares; 2024Q4: 734,016 shares; 2025Q1: 672,717 shares; 2025Q2: 717,628 shares; 2025Q3: 755,464 shares 755,464 $23.6M 0.03% +37,836 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,945 shares; 2024Q4: 280,354 shares; 2025Q1: 314,216 shares; 2025Q2: 341,412 shares; 2025Q3: 458,988 shares 458,988 $23.4M 0.03% +117,576 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: 53,986 shares; 2024Q4: 43,870 shares; 2025Q1: 36,812 shares; 2025Q2: 33,440 shares; 2025Q3: 32,608 shares 32,608 $23.4M 0.03% -832 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,374 shares; 2024Q4: 352,928 shares; 2025Q1: 340,315 shares; 2025Q2: 326,022 shares; 2025Q3: 315,427 shares 315,427 $23.3M 0.03% -10,595 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,536 shares; 2024Q4: 216,727 shares; 2025Q1: 207,206 shares; 2025Q2: 187,546 shares; 2025Q3: 181,232 shares 181,232 $23M 0.03% -6,314 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,249 shares; 2024Q4: 469,505 shares; 2025Q1: 481,620 shares; 2025Q2: 480,270 shares; 2025Q3: 478,516 shares 478,516 $22.5M 0.03% -1,754 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: 116,296 shares; 2024Q4: 113,231 shares; 2025Q1: 109,470 shares; 2025Q2: 107,514 shares; 2025Q3: 104,443 shares 104,443 $22.4M 0.03% -3,071 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,173 shares; 2024Q4: 240,451 shares; 2025Q1: 231,601 shares; 2025Q2: 214,516 shares; 2025Q3: 199,820 shares 199,820 $22.4M 0.03% -14,696 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: 377,939 shares; 2024Q4: 367,239 shares; 2025Q1: 359,282 shares; 2025Q2: 328,405 shares; 2025Q3: 308,096 shares 308,096 $22M 0.03% -20,309 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,849 shares; 2024Q4: 315,856 shares; 2025Q1: 318,987 shares; 2025Q2: 312,139 shares; 2025Q3: 310,169 shares 310,169 $22M 0.03% -1,970 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: 202,545 shares; 2024Q4: 216,850 shares; 2025Q1: 214,543 shares; 2025Q2: 207,391 shares; 2025Q3: 196,996 shares 196,996 $21.5M 0.03% -10,395 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,215 shares; 2024Q4: 160,001 shares; 2025Q1: 124,036 shares; 2025Q2: 121,277 shares; 2025Q3: 126,011 shares 126,011 $21.2M 0.03% +4,734 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: 63,351 shares; 2024Q4: 61,530 shares; 2025Q1: 60,987 shares; 2025Q2: 96,413 shares; 2025Q3: 99,737 shares 99,737 $21.2M 0.03% +3,324 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 17,144 shares; 2025Q1: 15,909 shares; 2025Q2: 16,870 shares; 2025Q3: 168,102 shares 168,102 $21.2M 0.03% +151,232 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,693 shares; 2024Q4: 117,778 shares; 2025Q1: 150,184 shares; 2025Q2: 149,783 shares; 2025Q3: 143,390 shares 143,390 $21.2M 0.03% -6,393 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: 44,114 shares; 2024Q4: 47,555 shares; 2025Q1: 56,450 shares; 2025Q2: 59,174 shares; 2025Q3: 64,038 shares 64,038 $21.1M 0.02% +4,864 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,590 shares; 2024Q4: 202,983 shares; 2025Q1: 197,909 shares; 2025Q2: 193,789 shares; 2025Q3: 188,313 shares 188,313 $21M 0.02% -5,476 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,410 shares; 2024Q4: 127,292 shares; 2025Q1: 114,830 shares; 2025Q2: 106,645 shares; 2025Q3: 102,132 shares 102,132 $20.6M 0.02% -4,513 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,240 shares; 2024Q4: 755,645 shares; 2025Q1: 741,366 shares; 2025Q2: 691,028 shares; 2025Q3: 636,509 shares 636,509 $20.3M 0.02% -54,519 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,834 shares; 2024Q4: 266,132 shares; 2025Q1: 260,408 shares; 2025Q2: 253,048 shares; 2025Q3: 246,215 shares 246,215 $20.3M 0.02% -6,833 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,228 shares; 2024Q4: 88,323 shares; 2025Q1: 92,339 shares; 2025Q2: 95,886 shares; 2025Q3: 91,915 shares 91,915 $20.2M 0.02% -3,971 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,270 shares; 2024Q4: 110,437 shares; 2025Q1: 102,298 shares; 2025Q2: 98,392 shares; 2025Q3: 95,606 shares 95,606 $19.8M 0.02% -2,786 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,413 shares; 2024Q4: 268,856 shares; 2025Q1: 266,574 shares; 2025Q2: 241,540 shares; 2025Q3: 239,499 shares 239,499 $19.6M 0.02% -2,041 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,565 shares; 2024Q4: 587,472 shares; 2025Q1: 683,823 shares; 2025Q2: 781,335 shares; 2025Q3: 746,769 shares 746,769 $19.6M 0.02% -34,566 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,531 shares; 2024Q4: 703,803 shares; 2025Q1: 684,065 shares; 2025Q2: 734,646 shares; 2025Q3: 752,846 shares 752,846 $19.3M 0.02% +18,200 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,403 shares; 2024Q4: 76,043 shares; 2025Q1: 75,532 shares; 2025Q2: 76,015 shares; 2025Q3: 74,632 shares 74,632 $19.1M 0.02% -1,383 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: 115,987 shares; 2024Q4: 110,999 shares; 2025Q1: 103,144 shares; 2025Q2: 108,153 shares; 2025Q3: 486,649 shares 486,649 $19.1M 0.02% +378,496 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: 263,060 shares; 2024Q4: 262,285 shares; 2025Q1: 259,261 shares; 2025Q2: 250,931 shares; 2025Q3: 242,855 shares 242,855 $18.9M 0.02% -8,076 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: 259,305 shares; 2024Q4: 261,900 shares; 2025Q1: 257,394 shares; 2025Q2: 249,954 shares; 2025Q3: 241,322 shares 241,322 $18.9M 0.02% -8,632 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: 409,914 shares; 2024Q4: 399,434 shares; 2025Q1: 383,797 shares; 2025Q2: 379,601 shares; 2025Q3: 374,187 shares 374,187 $18.9M 0.02% -5,414 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,348 shares; 2025Q3: 552,405 shares 552,405 $18.9M 0.02% +334,057 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: 60,852 shares; 2024Q4: 61,363 shares; 2025Q1: 59,839 shares; 2025Q2: 59,438 shares; 2025Q3: 57,987 shares 57,987 $18.7M 0.02% -1,451 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,888 shares; 2024Q4: 712,073 shares; 2025Q1: 699,282 shares; 2025Q2: 752,155 shares; 2025Q3: 732,990 shares 732,990 $18.7M 0.02% -19,165 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,419 shares; 2024Q4: 239,233 shares; 2025Q1: 236,761 shares; 2025Q2: 227,116 shares; 2025Q3: 242,181 shares 242,181 $18.6M 0.02% +15,065 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,457 shares; 2024Q4: 661,811 shares; 2025Q1: 661,403 shares; 2025Q2: 673,867 shares; 2025Q3: 642,896 shares 642,896 $18.5M 0.02% -30,971 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,208 shares; 2024Q4: 711,350 shares; 2025Q1: 688,099 shares; 2025Q2: 734,542 shares; 2025Q3: 721,210 shares 721,210 $18.5M 0.02% -13,332 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,728 shares; 2024Q4: 20,207 shares; 2025Q1: 20,119 shares; 2025Q2: 19,751 shares; 2025Q3: 19,760 shares 19,760 $18.4M 0.02% +9 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,846 shares; 2024Q4: 439,746 shares; 2025Q1: 438,850 shares; 2025Q2: 435,756 shares; 2025Q3: 433,781 shares 433,781 $18.4M 0.02% -1,975 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,866 shares; 2024Q4: 568,938 shares; 2025Q1: 650,177 shares; 2025Q2: 758,407 shares; 2025Q3: 713,578 shares 713,578 $18.3M 0.02% -44,829 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: 129,660 shares; 2024Q4: 125,778 shares; 2025Q1: 114,031 shares; 2025Q2: 106,038 shares; 2025Q3: 106,036 shares 106,036 $18M 0.02% -2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,381 shares; 2024Q4: 45,409 shares; 2025Q1: 44,333 shares; 2025Q2: 44,234 shares; 2025Q3: 44,571 shares 44,571 $18M 0.02% +337 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,867 shares; 2024Q4: 217,124 shares; 2025Q1: 216,746 shares; 2025Q2: 214,525 shares; 2025Q3: 211,866 shares 211,866 $17.8M 0.02% -2,659 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: 332,054 shares; 2024Q4: 327,490 shares; 2025Q1: 257,278 shares; 2025Q2: 264,780 shares; 2025Q3: 262,344 shares 262,344 $17.7M 0.02% -2,436 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: 20,859 shares; 2024Q4: 21,321 shares; 2025Q1: 19,913 shares; 2025Q2: 18,686 shares; 2025Q3: 18,559 shares 18,559 $17.7M 0.02% -127 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,098 shares; 2024Q4: 109,790 shares; 2025Q1: 108,314 shares; 2025Q2: 106,919 shares; 2025Q3: 104,634 shares 104,634 $17.5M 0.02% -2,285 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441,726 shares; 2025Q3: 456,645 shares 456,645 $17.3M 0.02% +14,919 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,404 shares; 2024Q4: 436,188 shares; 2025Q1: 451,219 shares; 2025Q2: 444,835 shares; 2025Q3: 387,598 shares 387,598 $17.3M 0.02% -57,237 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,041 shares; 2024Q4: 183,233 shares; 2025Q1: 180,332 shares; 2025Q2: 181,534 shares; 2025Q3: 174,856 shares 174,856 $17.2M 0.02% -6,678 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: 646,087 shares; 2024Q4: 688,491 shares; 2025Q1: 713,190 shares; 2025Q2: 705,278 shares; 2025Q3: 702,156 shares 702,156 $17.1M 0.02% -3,122 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,921 shares; 2024Q4: 623,171 shares; 2025Q1: 700,018 shares; 2025Q2: 809,165 shares; 2025Q3: 801,081 shares 801,081 $17M 0.02% -8,084 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,380 shares; 2024Q4: 406,252 shares; 2025Q1: 375,145 shares; 2025Q2: 371,975 shares; 2025Q3: 371,525 shares 371,525 $17M 0.02% -450 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,226 shares; 2024Q4: 288,719 shares; 2025Q1: 288,062 shares; 2025Q2: 286,183 shares; 2025Q3: 279,519 shares 279,519 $16.4M 0.02% -6,664 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312,670 shares; 2024Q4: 1,231,584 shares; 2025Q1: 949,089 shares; 2025Q2: 885,581 shares; 2025Q3: 650,307 shares 650,307 $16.4M 0.02% -235,274 CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,490 shares; 2024Q4: 233,228 shares; 2025Q1: 230,981 shares; 2025Q2: 225,138 shares; 2025Q3: 221,561 shares 221,561 $16.2M 0.02% -3,577 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,444 shares; 2024Q4: 246,871 shares; 2025Q1: 248,071 shares; 2025Q2: 227,471 shares; 2025Q3: 214,073 shares 214,073 $16.2M 0.02% -13,398 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,492 shares; 2024Q4: 49,597 shares; 2025Q1: 49,097 shares; 2025Q2: 50,623 shares; 2025Q3: 50,774 shares 50,774 $16.1M 0.02% +151 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,126 shares; 2024Q4: 131,019 shares; 2025Q1: 130,295 shares; 2025Q2: 130,847 shares; 2025Q3: 131,533 shares 131,533 $16M 0.02% +686 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: 268,433 shares; 2024Q4: 253,689 shares; 2025Q1: 254,696 shares; 2025Q2: 241,412 shares; 2025Q3: 237,766 shares 237,766 $15.9M 0.02% -3,646 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,030 shares; 2024Q4: 269,788 shares; 2025Q1: 271,982 shares; 2025Q2: 279,118 shares; 2025Q3: 299,243 shares 299,243 $15.9M 0.02% +20,125 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,753 shares; 2024Q4: 137,618 shares; 2025Q1: 137,399 shares; 2025Q2: 137,128 shares; 2025Q3: 141,399 shares 141,399 $15.7M 0.02% +4,271 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,970 shares; 2024Q4: 106,341 shares; 2025Q1: 101,444 shares; 2025Q2: 102,875 shares; 2025Q3: 102,321 shares 102,321 $15.6M 0.02% -554 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: 209,027 shares; 2024Q4: 196,214 shares; 2025Q1: 181,094 shares; 2025Q2: 174,955 shares; 2025Q3: 183,948 shares 183,948 $15.5M 0.02% +8,993 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: 52,356 shares; 2024Q4: 52,277 shares; 2025Q1: 50,990 shares; 2025Q2: 48,872 shares; 2025Q3: 49,339 shares 49,339 $15.4M 0.02% +467 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,090 shares; 2024Q4: 612,985 shares; 2025Q1: 563,691 shares; 2025Q2: 516,747 shares; 2025Q3: 442,509 shares 442,509 $15.2M 0.02% -74,238 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,393 shares; 2024Q4: 540,126 shares; 2025Q1: 607,996 shares; 2025Q2: 620,753 shares; 2025Q3: 616,393 shares 616,393 $15M 0.02% -4,360 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: 366,835 shares; 2024Q4: 334,977 shares; 2025Q1: 338,470 shares; 2025Q2: 299,466 shares; 2025Q3: 269,363 shares 269,363 $14.9M 0.02% -30,103 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,134 shares; 2024Q4: 126,665 shares; 2025Q1: 136,931 shares; 2025Q2: 129,673 shares; 2025Q3: 121,137 shares 121,137 $14.9M 0.02% -8,536 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,867 shares; 2024Q4: 127,560 shares; 2025Q1: 126,352 shares; 2025Q2: 114,333 shares; 2025Q3: 111,106 shares 111,106 $14.8M 0.02% -3,227 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: 198,222 shares; 2024Q4: 182,661 shares; 2025Q1: 174,093 shares; 2025Q2: 153,475 shares; 2025Q3: 140,357 shares 140,357 $14.8M 0.02% -13,118 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: 521,201 shares; 2024Q4: 592,380 shares; 2025Q1: 598,608 shares; 2025Q2: 611,726 shares; 2025Q3: 576,137 shares 576,137 $14.7M 0.02% -35,589 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,245 shares; 2024Q4: 494,396 shares; 2025Q1: 493,849 shares; 2025Q2: 493,172 shares; 2025Q3: 482,451 shares 482,451 $14.6M 0.02% -10,721 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: 95,437 shares; 2024Q4: 78,272 shares; 2025Q1: 109,861 shares; 2025Q2: 153,415 shares; 2025Q3: 154,229 shares 154,229 $14.6M 0.02% +814 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,100 shares; 2024Q4: 107,668 shares; 2025Q1: 102,007 shares; 2025Q2: 102,710 shares; 2025Q3: 105,520 shares 105,520 $14.5M 0.02% +2,810 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945,836 shares; 2024Q4: 848,623 shares; 2025Q1: 756,703 shares; 2025Q2: 781,851 shares; 2025Q3: 742,660 shares 742,660 $14.3M 0.02% -39,191 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,720 shares; 2024Q4: 206,653 shares; 2025Q1: 189,911 shares; 2025Q2: 179,995 shares; 2025Q3: 152,862 shares 152,862 $14M 0.02% -27,133 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,453 shares; 2024Q4: 670,667 shares; 2025Q1: 675,095 shares; 2025Q2: 672,200 shares; 2025Q3: 594,551 shares 594,551 $14M 0.02% -77,649 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 13,077 shares; 2025Q1: 14,832 shares; 2025Q2: 10,516 shares; 2025Q3: 373,992 shares 373,992 $13.7M 0.02% +363,476 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,846 shares; 2024Q4: 626,360 shares; 2025Q1: 586,194 shares; 2025Q2: 571,169 shares; 2025Q3: 554,448 shares 554,448 $13.7M 0.02% -16,721 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: 91,483 shares; 2024Q4: 94,677 shares; 2025Q1: 92,759 shares; 2025Q2: 90,626 shares; 2025Q3: 115,395 shares 115,395 $13.7M 0.02% +24,769 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,608 shares; 2024Q4: 648,722 shares; 2025Q1: 631,599 shares; 2025Q2: 573,452 shares; 2025Q3: 550,372 shares 550,372 $13.6M 0.02% -23,080 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: 158,149 shares; 2024Q4: 160,842 shares; 2025Q1: 155,015 shares; 2025Q2: 149,801 shares; 2025Q3: 149,760 shares 149,760 $13.5M 0.02% -41 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 2,037 shares; 2025Q1: 2,523 shares; 2025Q2: 252,039 shares; 2025Q3: 261,887 shares 261,887 $13.4M 0.02% +9,848 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,800 shares; 2024Q4: 493,107 shares; 2025Q1: 772,821 shares; 2025Q2: 712,827 shares; 2025Q3: 781,439 shares 781,439 $13.4M 0.02% +68,612 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688,787 shares; 2024Q4: 676,646 shares; 2025Q1: 601,694 shares; 2025Q2: 561,986 shares; 2025Q3: 498,969 shares 498,969 $13.4M 0.02% -63,017 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: 76,970 shares; 2024Q4: 78,891 shares; 2025Q1: 78,081 shares; 2025Q2: 94,604 shares; 2025Q3: 93,625 shares 93,625 $13.1M 0.02% -979 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: 317,604 shares; 2024Q4: 209,429 shares; 2025Q1: 196,389 shares; 2025Q2: 185,328 shares; 2025Q3: 172,428 shares 172,428 $13M 0.02% -12,900 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,013 shares; 2024Q4: 229,187 shares; 2025Q1: 225,916 shares; 2025Q2: 234,651 shares; 2025Q3: 232,561 shares 232,561 $13M 0.02% -2,090 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: 157,335 shares; 2024Q4: 150,678 shares; 2025Q1: 140,625 shares; 2025Q2: 129,933 shares; 2025Q3: 123,809 shares 123,809 $12.8M 0.02% -6,124 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: 151,819 shares; 2024Q4: 137,377 shares; 2025Q1: 104,202 shares; 2025Q2: 96,134 shares; 2025Q3: 87,464 shares 87,464 $12.8M 0.02% -8,670 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,046 shares; 2024Q4: 88,621 shares; 2025Q1: 84,438 shares; 2025Q2: 76,854 shares; 2025Q3: 80,574 shares 80,574 $12.7M 0.02% +3,720 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: 37,676 shares; 2024Q4: 35,827 shares; 2025Q1: 34,628 shares; 2025Q2: 34,894 shares; 2025Q3: 35,339 shares 35,339 $12.4M 0.01% +445 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: 21,704 shares; 2024Q4: 22,121 shares; 2025Q1: 25,477 shares; 2025Q2: 26,073 shares; 2025Q3: 26,022 shares 26,022 $12.4M 0.01% -51 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: 15,914 shares; 2024Q4: 17,917 shares; 2025Q1: 25,706 shares; 2025Q2: 28,326 shares; 2025Q3: 29,703 shares 29,703 $12.3M 0.01% +1,377 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: 14,428 shares; 2024Q4: 14,502 shares; 2025Q1: 14,484 shares; 2025Q2: 16,551 shares; 2025Q3: 16,479 shares 16,479 $12.3M 0.01% -72 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,603 shares; 2024Q4: 46,613 shares; 2025Q1: 47,061 shares; 2025Q2: 46,811 shares; 2025Q3: 47,029 shares 47,029 $12.3M 0.01% +218 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,428 shares; 2024Q4: 139,952 shares; 2025Q1: 122,680 shares; 2025Q2: 105,886 shares; 2025Q3: 100,305 shares 100,305 $12.2M 0.01% -5,581 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: 26,579 shares; 2024Q4: 30,343 shares; 2025Q1: 32,259 shares; 2025Q2: 33,583 shares; 2025Q3: 30,856 shares 30,856 $12.1M 0.01% -2,727 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,918 shares; 2024Q4: 84,014 shares; 2025Q1: 84,502 shares; 2025Q2: 83,165 shares; 2025Q3: 79,228 shares 79,228 $12.1M 0.01% -3,937 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: 3,021 shares; 2024Q4: 3,029 shares; 2025Q1: 3,062 shares; 2025Q2: 2,765 shares; 2025Q3: 2,811 shares 2,811 $12.1M 0.01% +46 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,947 shares; 2024Q4: 80,883 shares; 2025Q1: 78,576 shares; 2025Q2: 73,121 shares; 2025Q3: 69,184 shares 69,184 $11.9M 0.01% -3,937 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: 64,565 shares; 2024Q4: 64,030 shares; 2025Q1: 62,520 shares; 2025Q2: 60,661 shares; 2025Q3: 60,393 shares 60,393 $11.8M 0.01% -268 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,270 shares; 2024Q4: 55,441 shares; 2025Q1: 52,495 shares; 2025Q2: 50,571 shares; 2025Q3: 49,361 shares 49,361 $11.8M 0.01% -1,210 Timeline SCHA 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: 225,229 shares; 2024Q4: 455,027 shares; 2025Q1: 448,149 shares; 2025Q2: 431,299 shares; 2025Q3: 418,375 shares 418,375 $11.7M 0.01% -12,924 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,524 shares; 2024Q4: 100,989 shares; 2025Q1: 97,894 shares; 2025Q2: 98,680 shares; 2025Q3: 100,591 shares 100,591 $11.7M 0.01% +1,911 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: 166,287 shares; 2024Q4: 162,911 shares; 2025Q1: 144,684 shares; 2025Q2: 139,488 shares; 2025Q3: 138,532 shares 138,532 $11.6M 0.01% -956 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: 31,503 shares; 2024Q4: 36,308 shares; 2025Q1: 39,065 shares; 2025Q2: 41,184 shares; 2025Q3: 37,701 shares 37,701 $11.6M 0.01% -3,483 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,114 shares; 2024Q4: 59,797 shares; 2025Q1: 59,342 shares; 2025Q2: 61,566 shares; 2025Q3: 61,374 shares 61,374 $11.5M 0.01% -192 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,492 shares; 2024Q4: 33,828 shares; 2025Q1: 33,272 shares; 2025Q2: 32,753 shares; 2025Q3: 33,088 shares 33,088 $11.5M 0.01% +335 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,317 shares; 2024Q4: 74,810 shares; 2025Q1: 70,189 shares; 2025Q2: 73,177 shares; 2025Q3: 94,749 shares 94,749 $11.4M 0.01% +21,572 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: 36,754 shares; 2024Q4: 31,491 shares; 2025Q1: 32,069 shares; 2025Q2: 30,939 shares; 2025Q3: 31,357 shares 31,357 $11.2M 0.01% +418 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216,237 shares; 2024Q4: 1,095,720 shares; 2025Q1: 571,600 shares; 2025Q2: 431,641 shares; 2025Q3: 307,194 shares 307,194 $11M 0.01% -124,447 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,080 shares; 2024Q4: 49,176 shares; 2025Q1: 48,639 shares; 2025Q2: 47,166 shares; 2025Q3: 37,731 shares 37,731 $10.9M 0.01% -9,435 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,594 shares; 2024Q4: 87,312 shares; 2025Q1: 72,628 shares; 2025Q2: 73,525 shares; 2025Q3: 73,800 shares 73,800 $10.9M 0.01% +275 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,407 shares; 2024Q4: 20,297 shares; 2025Q1: 12,091 shares; 2025Q2: 12,078 shares; 2025Q3: 11,752 shares 11,752 $10.8M 0.01% -326 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,212 shares; 2024Q4: 443,534 shares; 2025Q1: 436,216 shares; 2025Q2: 407,628 shares; 2025Q3: 357,753 shares 357,753 $10.8M 0.01% -49,875 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,343 shares; 2024Q4: 25,335 shares; 2025Q1: 24,934 shares; 2025Q2: 24,709 shares; 2025Q3: 25,121 shares 25,121 $10.8M 0.01% +412 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: 42,976 shares; 2024Q4: 44,784 shares; 2025Q1: 44,242 shares; 2025Q2: 43,314 shares; 2025Q3: 42,948 shares 42,948 $10.8M 0.01% -366 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: 95,063 shares; 2024Q4: 109,349 shares; 2025Q1: 110,682 shares; 2025Q2: 110,001 shares; 2025Q3: 150,996 shares 150,996 $10.7M 0.01% +40,995 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,786 shares; 2024Q4: 121,534 shares; 2025Q1: 118,205 shares; 2025Q2: 114,347 shares; 2025Q3: 111,599 shares 111,599 $10.7M 0.01% -2,748 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,028 shares; 2024Q4: 163,548 shares; 2025Q1: 136,272 shares; 2025Q2: 125,345 shares; 2025Q3: 78,692 shares 78,692 $10.7M 0.01% -46,653 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,170 shares; 2024Q4: 280,587 shares; 2025Q1: 286,054 shares; 2025Q2: 230,121 shares; 2025Q3: 229,446 shares 229,446 $10.6M 0.01% -675 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: 186,142 shares; 2024Q4: 179,957 shares; 2025Q1: 167,685 shares; 2025Q2: 130,703 shares; 2025Q3: 135,007 shares 135,007 $10.6M 0.01% +4,304 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: 9,945 shares; 2024Q4: 11,937 shares; 2025Q1: 11,376 shares; 2025Q2: 10,285 shares; 2025Q3: 50,118 shares 50,118 $10.5M 0.01% +39,833 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792 shares; 2024Q4: 12,469 shares; 2025Q1: 11,959 shares; 2025Q2: 14,729 shares; 2025Q3: 14,551 shares 14,551 $10.4M 0.01% -178 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,645 shares; 2024Q4: 41,805 shares; 2025Q1: 39,337 shares; 2025Q2: 33,929 shares; 2025Q3: 33,484 shares 33,484 $10.3M 0.01% -445 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: 62,983 shares; 2024Q4: 59,170 shares; 2025Q1: 58,695 shares; 2025Q2: 57,363 shares; 2025Q3: 57,867 shares 57,867 $10.2M 0.01% +504 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,334 shares; 2024Q4: 17,898 shares; 2025Q1: 19,823 shares; 2025Q2: 20,016 shares; 2025Q3: 19,435 shares 19,435 $10.2M 0.01% -581 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: 92,932 shares; 2024Q4: 100,657 shares; 2025Q1: 104,754 shares; 2025Q2: 110,987 shares; 2025Q3: 111,518 shares 111,518 $10.1M 0.01% +531 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,316 shares; 2024Q4: 500,691 shares; 2025Q1: 257,872 shares; 2025Q2: 156,240 shares; 2025Q3: 124,664 shares 124,664 $10.1M 0.01% -31,576 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,703 shares; 2024Q4: 104,561 shares; 2025Q1: 101,304 shares; 2025Q2: 102,923 shares; 2025Q3: 96,787 shares 96,787 $10.1M 0.01% -6,136 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: 567,421 shares; 2024Q4: 543,024 shares; 2025Q1: 595,824 shares; 2025Q2: 629,251 shares; 2025Q3: 707,430 shares 707,430 $10M 0.01% +78,179 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,176 shares; 2024Q4: 85,812 shares; 2025Q1: 82,321 shares; 2025Q2: 73,694 shares; 2025Q3: 70,552 shares 70,552 $9.98M 0.01% -3,142 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: 167,508 shares; 2024Q4: 170,021 shares; 2025Q1: 192,174 shares; 2025Q2: 279,638 shares; 2025Q3: 381,002 shares 381,002 $9.94M 0.01% +101,364 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: 66,992 shares; 2024Q4: 69,597 shares; 2025Q1: 69,384 shares; 2025Q2: 73,932 shares; 2025Q3: 66,587 shares 66,587 $9.9M 0.01% -7,345 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,656 shares; 2024Q4: 271,221 shares; 2025Q1: 271,318 shares; 2025Q2: 268,596 shares; 2025Q3: 268,556 shares 268,556 $9.89M 0.01% -40 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,409 shares; 2024Q4: 243,607 shares; 2025Q1: 324,005 shares; 2025Q2: 401,506 shares; 2025Q3: 401,195 shares 401,195 $9.79M 0.01% -311 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,164 shares; 2024Q4: 16,619 shares; 2025Q1: 16,187 shares; 2025Q2: 15,115 shares; 2025Q3: 15,259 shares 15,259 $9.75M 0.01% +144 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,904 shares; 2024Q4: 58,310 shares; 2025Q1: 69,314 shares; 2025Q2: 98,966 shares; 2025Q3: 100,776 shares 100,776 $9.74M 0.01% +1,810 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: 83,383 shares; 2024Q4: 78,119 shares; 2025Q1: 69,375 shares; 2025Q2: 58,564 shares; 2025Q3: 51,768 shares 51,768 $9.69M 0.01% -6,796 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,602 shares; 2024Q4: 129,401 shares; 2025Q1: 123,321 shares; 2025Q2: 115,234 shares; 2025Q3: 114,274 shares 114,274 $9.58M 0.01% -960 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: 95,711 shares; 2024Q4: 85,606 shares; 2025Q1: 65,097 shares; 2025Q2: 65,956 shares; 2025Q3: 94,095 shares 94,095 $9.48M 0.01% +28,139 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: 106,611 shares; 2024Q4: 288,099 shares; 2025Q1: 57,195 shares; 2025Q2: 61,614 shares; 2025Q3: 84,833 shares 84,833 $9.46M 0.01% +23,219 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: 146,958 shares; 2024Q4: 137,441 shares; 2025Q1: 123,807 shares; 2025Q2: 117,098 shares; 2025Q3: 125,373 shares 125,373 $9.34M 0.01% +8,275 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,802 shares; 2024Q4: 164,239 shares; 2025Q1: 168,927 shares; 2025Q2: 163,850 shares; 2025Q3: 163,711 shares 163,711 $9.31M 0.01% -139 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,877 shares; 2024Q4: 70,287 shares; 2025Q1: 70,190 shares; 2025Q2: 69,191 shares; 2025Q3: 68,695 shares 68,695 $9.3M 0.01% -496 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,693 shares; 2024Q4: 135,415 shares; 2025Q1: 409,017 shares; 2025Q2: 207,368 shares; 2025Q3: 169,220 shares 169,220 $9.26M 0.01% -38,148 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,869 shares; 2024Q4: 80,675 shares; 2025Q1: 77,053 shares; 2025Q2: 73,139 shares; 2025Q3: 71,107 shares 71,107 $9.23M 0.01% -2,032 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: 17,508 shares; 2024Q4: 18,085 shares; 2025Q1: 21,138 shares; 2025Q2: 22,988 shares; 2025Q3: 39,080 shares 39,080 $9.23M 0.01% +16,092 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 15,898 shares; 2025Q1: 17,029 shares; 2025Q2: 17,292 shares; 2025Q3: 21,113 shares 21,113 $9.19M 0.01% +3,821 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: 27,751 shares; 2024Q4: 42,545 shares; 2025Q1: 30,142 shares; 2025Q2: 72,195 shares; 2025Q3: 64,207 shares 64,207 $9.19M 0.01% -7,988 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,182 shares; 2024Q4: 261,010 shares; 2025Q1: 242,369 shares; 2025Q2: 209,782 shares; 2025Q3: 192,302 shares 192,302 $9.18M 0.01% -17,480 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: 17,249 shares; 2024Q4: 18,214 shares; 2025Q1: 18,709 shares; 2025Q2: 18,864 shares; 2025Q3: 21,407 shares 21,407 $9.12M 0.01% +2,543 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 7,291 shares; 2025Q1: 26,276 shares; 2025Q2: 59,594 shares; 2025Q3: 59,844 shares 59,844 $9.1M 0.01% +250 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: 130,757 shares; 2024Q4: 138,847 shares; 2025Q1: 134,889 shares; 2025Q2: 138,412 shares; 2025Q3: 153,258 shares 153,258 $9.09M 0.01% +14,846 HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,132 shares; 2024Q4: 50,132 shares; 2025Q1: 49,980 shares; 2025Q2: 49,550 shares; 2025Q3: 49,449 shares 49,449 $9.04M 0.01% -101 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,675 shares; 2024Q4: 268,647 shares; 2025Q1: 265,623 shares; 2025Q2: 260,414 shares; 2025Q3: 276,517 shares 276,517 $9.02M 0.01% +16,103 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,837 shares; 2024Q4: 44,103 shares; 2025Q1: 44,927 shares; 2025Q2: 48,348 shares; 2025Q3: 50,400 shares 50,400 $8.98M 0.01% +2,052 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,491 shares; 2024Q4: 288,637 shares; 2025Q1: 292,461 shares; 2025Q2: 294,976 shares; 2025Q3: 300,001 shares 300,001 $8.89M 0.01% +5,025 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: 82,998 shares; 2024Q4: 84,643 shares; 2025Q1: 88,136 shares; 2025Q2: 83,898 shares; 2025Q3: 79,881 shares 79,881 $8.78M 0.01% -4,017 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,253 shares; 2024Q4: 151,926 shares; 2025Q1: 156,583 shares; 2025Q2: 156,740 shares; 2025Q3: 156,969 shares 156,969 $8.73M 0.01% +229 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: 82,256 shares; 2024Q4: 83,564 shares; 2025Q1: 84,948 shares; 2025Q2: 66,878 shares; 2025Q3: 72,629 shares 72,629 $8.71M 0.01% +5,751 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,432 shares; 2024Q4: 45,574 shares; 2025Q1: 43,708 shares; 2025Q2: 41,305 shares; 2025Q3: 39,773 shares 39,773 $8.67M 0.01% -1,532 Timeline IBMR ISHARES TR More: the full 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: 54,176 shares; 2025Q1: 152,239 shares; 2025Q2: 252,548 shares; 2025Q3: 335,360 shares 335,360 $8.56M 0.01% +82,812 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,046 shares; 2024Q4: 77,317 shares; 2025Q1: 86,993 shares; 2025Q2: 84,518 shares; 2025Q3: 86,888 shares 86,888 $8.56M 0.01% +2,370 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,775 shares; 2024Q4: 120,180 shares; 2025Q1: 147,550 shares; 2025Q2: 135,140 shares; 2025Q3: 224,974 shares 224,974 $8.55M 0.01% +89,834 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: 21,604 shares; 2024Q4: 26,169 shares; 2025Q1: 30,838 shares; 2025Q2: 34,981 shares; 2025Q3: 37,290 shares 37,290 $8.41M 0.01% +2,309 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,305 shares; 2024Q4: 968,459 shares; 2025Q1: 870,751 shares; 2025Q2: 932,217 shares; 2025Q3: 1,014,490 shares 1,014,490 $8.39M 0.01% +82,273 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: 107,634 shares; 2024Q4: 106,528 shares; 2025Q1: 108,133 shares; 2025Q2: 104,812 shares; 2025Q3: 101,387 shares 101,387 $8.35M 0.01% -3,425 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 30,117 shares; 2025Q1: 93,057 shares; 2025Q2: 89,969 shares; 2025Q3: 88,737 shares 88,737 $8.32M 0.01% -1,232 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,048 shares; 2024Q4: 351,048 shares; 2025Q1: 351,048 shares; 2025Q2: 429,048 shares; 2025Q3: 429,048 shares 429,048 $8.32M 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,199 shares; 2024Q4: 63,354 shares; 2025Q1: 63,807 shares; 2025Q2: 67,531 shares; 2025Q3: 71,064 shares 71,064 $8.3M 0.01% +3,533 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: 190,683 shares; 2024Q4: 190,063 shares; 2025Q1: 123,985 shares; 2025Q2: 115,647 shares; 2025Q3: 111,082 shares 111,082 $8.27M 0.01% -4,565 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,592 shares; 2024Q4: 133,287 shares; 2025Q1: 137,425 shares; 2025Q2: 151,464 shares; 2025Q3: 138,094 shares 138,094 $8.23M 0.01% -13,370 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: 28,315 shares; 2024Q4: 28,459 shares; 2025Q1: 27,996 shares; 2025Q2: 31,745 shares; 2025Q3: 31,627 shares 31,627 $8.23M 0.01% -118 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,879 shares; 2024Q4: 235,082 shares; 2025Q1: 230,585 shares; 2025Q2: 212,575 shares; 2025Q3: 153,490 shares 153,490 $8.06M 0.01% -59,085 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: 16,483 shares; 2024Q4: 16,151 shares; 2025Q1: 16,155 shares; 2025Q2: 16,151 shares; 2025Q3: 16,560 shares 16,560 $8.04M 0.01% +409 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,053 shares; 2024Q4: 139,718 shares; 2025Q1: 128,986 shares; 2025Q2: 122,394 shares; 2025Q3: 114,010 shares 114,010 $8.03M 0.01% -8,384 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,318 shares; 2024Q4: 50,524 shares; 2025Q1: 49,654 shares; 2025Q2: 46,343 shares; 2025Q3: 45,580 shares 45,580 $7.97M 0.01% -763 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,461 shares; 2024Q4: 118,789 shares; 2025Q1: 116,275 shares; 2025Q2: 115,775 shares; 2025Q3: 117,828 shares 117,828 $7.93M 0.01% +2,053 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,422 shares; 2024Q4: 83,296 shares; 2025Q1: 77,889 shares; 2025Q2: 73,121 shares; 2025Q3: 63,241 shares 63,241 $7.92M 0.01% -9,880 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,900 shares; 2024Q4: 35,718 shares; 2025Q1: 36,989 shares; 2025Q2: 37,870 shares; 2025Q3: 41,033 shares 41,033 $7.88M 0.01% +3,163 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,552 shares; 2024Q4: 328,557 shares; 2025Q1: 266,142 shares; 2025Q2: 241,590 shares; 2025Q3: 128,382 shares 128,382 $7.88M 0.01% -113,208 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,503 shares; 2024Q4: 47,582 shares; 2025Q1: 52,710 shares; 2025Q2: 55,699 shares; 2025Q3: 56,227 shares 56,227 $7.83M 0.01% +528 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,849 shares; 2024Q4: 103,714 shares; 2025Q1: 98,086 shares; 2025Q2: 92,637 shares; 2025Q3: 87,066 shares 87,066 $7.8M 0.01% -5,571 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,258 shares; 2024Q4: 115,191 shares; 2025Q1: 111,483 shares; 2025Q2: 132,690 shares; 2025Q3: 144,809 shares 144,809 $7.79M 0.01% +12,119 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: 32,855 shares; 2024Q4: 31,584 shares; 2025Q1: 38,595 shares; 2025Q2: 39,588 shares; 2025Q3: 39,664 shares 39,664 $7.78M 0.01% +76 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,871 shares; 2024Q4: 52,956 shares; 2025Q1: 53,427 shares; 2025Q2: 51,352 shares; 2025Q3: 64,124 shares 64,124 $7.78M 0.01% +12,772 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: 50,816 shares; 2024Q4: 53,186 shares; 2025Q1: 53,179 shares; 2025Q2: 58,045 shares; 2025Q3: 58,960 shares 58,960 $7.66M 0.01% +915 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 35,828 shares; 2025Q1: 33,043 shares; 2025Q2: 33,761 shares; 2025Q3: 35,655 shares 35,655 $7.65M 0.01% +1,894 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,220 shares; 2024Q4: 95,156 shares; 2025Q1: 95,703 shares; 2025Q2: 96,007 shares; 2025Q3: 97,275 shares 97,275 $7.57M 0.01% +1,268 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: 73,587 shares; 2024Q4: 72,896 shares; 2025Q1: 72,398 shares; 2025Q2: 74,552 shares; 2025Q3: 73,005 shares 73,005 $7.52M 0.01% -1,547 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,971 shares; 2024Q4: 329,874 shares; 2025Q1: 312,923 shares; 2025Q2: 285,817 shares; 2025Q3: 258,193 shares 258,193 $7.52M 0.01% -27,624 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,521 shares; 2024Q4: 44,245 shares; 2025Q1: 42,712 shares; 2025Q2: 38,921 shares; 2025Q3: 39,266 shares 39,266 $7.5M 0.01% +345 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,633 shares; 2024Q4: 143,754 shares; 2025Q1: 141,542 shares; 2025Q2: 132,331 shares; 2025Q3: 132,028 shares 132,028 $7.49M 0.01% -303 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: 14,440 shares; 2024Q4: 13,069 shares; 2025Q1: 12,331 shares; 2025Q2: 11,990 shares; 2025Q3: 11,471 shares 11,471 $7.45M 0.01% -519 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,362 shares; 2024Q4: 284,354 shares; 2025Q1: 288,641 shares; 2025Q2: 279,228 shares; 2025Q3: 381,822 shares 381,822 $7.45M 0.01% +102,594 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,409 shares; 2024Q4: 63,996 shares; 2025Q1: 60,341 shares; 2025Q2: 58,821 shares; 2025Q3: 57,639 shares 57,639 $7.4M 0.01% -1,182 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,005 shares; 2024Q4: 85,435 shares; 2025Q1: 94,904 shares; 2025Q2: 95,411 shares; 2025Q3: 95,443 shares 95,443 $7.33M 0.01% +32 Timeline