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: 15,151,563 shares; 2024Q4: 15,626,644 shares; 2025Q1: 15,971,439 shares; 2025Q2: 17,195,561 shares; 2025Q3: 17,862,011 shares 17,862,011 $5.86B 13.76% +666,450 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: 55,237,104 shares; 2024Q4: 58,593,050 shares; 2025Q1: 60,371,395 shares; 2025Q2: 56,554,758 shares; 2025Q3: 58,309,968 shares 58,309,968 $3.49B 8.2% +1,755,210 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: 42,150,169 shares; 2024Q4: 44,575,645 shares; 2025Q1: 45,420,074 shares; 2025Q2: 45,479,372 shares; 2025Q3: 47,270,138 shares 47,270,138 $2.56B 6.01% +1,790,766 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: 50,625,307 shares; 2024Q4: 107,390,188 shares; 2025Q1: 104,770,919 shares; 2025Q2: 109,691,724 shares; 2025Q3: 109,982,417 shares 109,982,417 $2.56B 6.01% +290,693 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: 37,914,408 shares; 2024Q4: 38,954,372 shares; 2025Q1: 39,369,561 shares; 2025Q2: 38,349,297 shares; 2025Q3: 37,636,978 shares 37,636,978 $2.48B 5.82% -712,319 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: 6,823,204 shares; 2024Q4: 6,864,832 shares; 2025Q1: 7,603,273 shares; 2025Q2: 9,089,642 shares; 2025Q3: 9,592,106 shares 9,592,106 $2.07B 4.86% +502,464 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330,478 shares; 2024Q4: 9,753,243 shares; 2025Q1: 11,002,156 shares; 2025Q2: 10,566,864 shares; 2025Q3: 10,556,052 shares 10,556,052 $1.54B 3.61% -10,812 Timeline SCHB 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: 20,600,322 shares; 2024Q4: 60,222,952 shares; 2025Q1: 58,426,349 shares; 2025Q2: 56,360,948 shares; 2025Q3: 55,097,987 shares 55,097,987 $1.42B 3.33% -1,262,961 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: 6,253,899 shares; 2024Q4: 8,273,071 shares; 2025Q1: 9,739,318 shares; 2025Q2: 9,254,116 shares; 2025Q3: 10,119,085 shares 10,119,085 $1.13B 2.65% +864,969 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: 31,548,822 shares; 2024Q4: 24,488,697 shares; 2025Q1: 22,920,470 shares; 2025Q2: 20,916,716 shares; 2025Q3: 22,264,110 shares 22,264,110 $1.11B 2.62% +1,347,394 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: 1,221,051 shares; 2024Q4: 22,234,248 shares; 2025Q1: 28,220,930 shares; 2025Q2: 31,970,077 shares; 2025Q3: 35,688,247 shares 35,688,247 $962M 2.26% +3,718,170 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191,238 shares; 2024Q4: 17,335,594 shares; 2025Q1: 16,883,038 shares; 2025Q2: 13,297,049 shares; 2025Q3: 13,302,891 shares 13,302,891 $906M 2.13% +5,842 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: 8,106,667 shares; 2024Q4: 8,535,038 shares; 2025Q1: 8,561,435 shares; 2025Q2: 8,778,198 shares; 2025Q3: 9,343,853 shares 9,343,853 $854M 2.01% +565,655 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: 3,812,975 shares; 2024Q4: 3,933,568 shares; 2025Q1: 4,119,257 shares; 2025Q2: 4,154,879 shares; 2025Q3: 4,227,845 shares 4,227,845 $789M 1.85% +72,966 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: 3,262,802 shares; 2024Q4: 3,447,344 shares; 2025Q1: 3,143,888 shares; 2025Q2: 3,283,604 shares; 2025Q3: 3,409,687 shares 3,409,687 $714M 1.68% +126,083 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: 9,740,431 shares; 2024Q4: 7,576,579 shares; 2025Q1: 6,712,402 shares; 2025Q2: 5,395,885 shares; 2025Q3: 5,039,020 shares 5,039,020 $537M 1.26% -356,865 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: 641,105 shares; 2024Q4: 718,286 shares; 2025Q1: 762,684 shares; 2025Q2: 762,835 shares; 2025Q3: 790,082 shares 790,082 $484M 1.14% +27,247 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,538 shares; 2024Q4: 73,702 shares; 2025Q1: 147,159 shares; 2025Q2: 5,171,896 shares; 2025Q3: 18,905,818 shares 18,905,818 $452M 1.06% +13,733,922 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: 640,324 shares; 2024Q4: 679,296 shares; 2025Q1: 742,918 shares; 2025Q2: 803,156 shares; 2025Q3: 823,618 shares 823,618 $427M 1% +20,462 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,252 shares; 2024Q4: 3,087,461 shares; 2025Q1: 2,876,322 shares; 2025Q2: 4,871,726 shares; 2025Q3: 5,061,712 shares 5,061,712 $426M 1% +189,986 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: 1,486,797 shares; 2024Q4: 1,588,699 shares; 2025Q1: 1,454,851 shares; 2025Q2: 1,467,855 shares; 2025Q3: 1,497,626 shares 1,497,626 $381M 0.89% +29,771 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,533 shares; 2024Q4: 1,354,939 shares; 2025Q1: 1,443,988 shares; 2025Q2: 1,379,744 shares; 2025Q3: 1,474,557 shares 1,474,557 $375M 0.88% +94,813 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,233 shares; 2024Q4: 2,002,265 shares; 2025Q1: 2,173,670 shares; 2025Q2: 2,342,414 shares; 2025Q3: 2,500,888 shares 2,500,888 $364M 0.85% +158,474 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,840,490 shares; 2024Q4: 14,309,642 shares; 2025Q1: 13,924,582 shares; 2025Q2: 13,453,546 shares; 2025Q3: 13,168,861 shares 13,168,861 $360M 0.84% -284,685 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: 914,670 shares; 2024Q4: 983,249 shares; 2025Q1: 1,031,367 shares; 2025Q2: 1,102,444 shares; 2025Q3: 1,145,151 shares 1,145,151 $251M 0.59% +42,707 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: 277,961 shares; 2024Q4: 291,256 shares; 2025Q1: 306,416 shares; 2025Q2: 313,777 shares; 2025Q3: 319,431 shares 319,431 $235M 0.55% +5,654 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: 829,768 shares; 2024Q4: 786,089 shares; 2025Q1: 818,812 shares; 2025Q2: 787,211 shares; 2025Q3: 741,764 shares 741,764 $228M 0.54% -45,447 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 6,827,300 shares; 2025Q1: 8,951,879 shares; 2025Q2: 8,648,197 shares; 2025Q3: 3,958,355 shares 3,958,355 $226M 0.53% -4,689,842 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247,678 shares; 2024Q4: 736,011 shares; 2025Q1: 1,534,178 shares; 2025Q2: 1,782,762 shares; 2025Q3: 1,960,677 shares 1,960,677 $217M 0.51% +177,915 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819,616 shares; 2024Q4: 2,852,238 shares; 2025Q1: 2,372,507 shares; 2025Q2: 2,260,119 shares; 2025Q3: 2,152,276 shares 2,152,276 $205M 0.48% -107,843 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: 451,202 shares; 2024Q4: 476,609 shares; 2025Q1: 527,067 shares; 2025Q2: 561,447 shares; 2025Q3: 582,654 shares 582,654 $192M 0.45% +21,207 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: 537,750 shares; 2024Q4: 592,590 shares; 2025Q1: 639,880 shares; 2025Q2: 699,842 shares; 2025Q3: 747,609 shares 747,609 $182M 0.43% +47,767 Timeline ESGV 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: 1,181,274 shares; 2024Q4: 1,444,923 shares; 2025Q1: 1,502,840 shares; 2025Q2: 1,521,923 shares; 2025Q3: 1,497,736 shares 1,497,736 $177M 0.42% -24,187 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: 239,582 shares; 2024Q4: 291,942 shares; 2025Q1: 359,448 shares; 2025Q2: 379,262 shares; 2025Q3: 394,126 shares 394,126 $175M 0.41% +14,864 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: 137,577 shares; 2024Q4: 175,347 shares; 2025Q1: 199,669 shares; 2025Q2: 226,745 shares; 2025Q3: 239,714 shares 239,714 $160M 0.37% +12,969 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: 449,914 shares; 2024Q4: 482,220 shares; 2025Q1: 511,515 shares; 2025Q2: 541,033 shares; 2025Q3: 565,657 shares 565,657 $138M 0.32% +24,624 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: 153,465 shares; 2024Q4: 172,816 shares; 2025Q1: 186,745 shares; 2025Q2: 207,382 shares; 2025Q3: 226,865 shares 226,865 $136M 0.32% +19,483 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,751 shares; 2024Q4: 1,653,327 shares; 2025Q1: 1,829,550 shares; 2025Q2: 5,159,089 shares; 2025Q3: 4,936,415 shares 4,936,415 $126M 0.3% -222,674 Timeline FLRN 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: 3,394,048 shares; 2024Q4: 5,030,086 shares; 2025Q1: 5,680,720 shares; 2025Q2: 3,355,648 shares; 2025Q3: 4,086,722 shares 4,086,722 $126M 0.3% +731,074 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264,944 shares; 2024Q4: 914,878 shares; 2025Q1: 979,919 shares; 2025Q2: 1,522,519 shares; 2025Q3: 1,668,530 shares 1,668,530 $124M 0.29% +146,011 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365,957 shares; 2024Q4: 2,260,377 shares; 2025Q1: 2,382,422 shares; 2025Q2: 2,339,804 shares; 2025Q3: 2,630,137 shares 2,630,137 $114M 0.27% +290,333 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: 272,416 shares; 2024Q4: 289,162 shares; 2025Q1: 317,991 shares; 2025Q2: 351,484 shares; 2025Q3: 357,899 shares 357,899 $113M 0.27% +6,415 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: 1,297,756 shares; 2024Q4: 1,234,552 shares; 2025Q1: 1,234,488 shares; 2025Q2: 1,214,495 shares; 2025Q3: 1,223,195 shares 1,223,195 $109M 0.26% +8,700 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: 1,170,402 shares; 2024Q4: 1,126,828 shares; 2025Q1: 1,121,344 shares; 2025Q2: 1,121,283 shares; 2025Q3: 1,169,041 shares 1,169,041 $109M 0.26% +47,758 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: 2,853,049 shares; 2024Q4: 2,533,952 shares; 2025Q1: 2,495,656 shares; 2025Q2: 2,420,944 shares; 2025Q3: 2,497,409 shares 2,497,409 $108M 0.25% +76,465 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,708 shares; 2024Q4: 976,529 shares; 2025Q1: 908,019 shares; 2025Q2: 882,562 shares; 2025Q3: 852,877 shares 852,877 $107M 0.25% -29,685 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: 155,742 shares; 2024Q4: 168,732 shares; 2025Q1: 212,041 shares; 2025Q2: 197,995 shares; 2025Q3: 201,861 shares 201,861 $101M 0.24% +3,866 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: 417,609 shares; 2024Q4: 504,580 shares; 2025Q1: 505,516 shares; 2025Q2: 544,835 shares; 2025Q3: 552,907 shares 552,907 $101M 0.24% +8,072 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: 2,422,908 shares; 2024Q4: 3,755,864 shares; 2025Q1: 3,916,163 shares; 2025Q2: 3,584,777 shares; 2025Q3: 3,787,747 shares 3,787,747 $92.4M 0.22% +202,970 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: 67,864 shares; 2024Q4: 71,750 shares; 2025Q1: 73,179 shares; 2025Q2: 75,517 shares; 2025Q3: 76,424 shares 76,424 $91.6M 0.22% +907 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,464,435 shares; 2024Q4: 2,966,834 shares; 2025Q1: 3,267,659 shares; 2025Q2: 3,479,826 shares; 2025Q3: 3,366,784 shares 3,366,784 $86.2M 0.2% -113,042 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: 103,845 shares; 2024Q4: 104,653 shares; 2025Q1: 111,269 shares; 2025Q2: 105,712 shares; 2025Q3: 110,618 shares 110,618 $84.4M 0.2% +4,906 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390,402 shares; 2024Q4: 2,381,201 shares; 2025Q1: 2,613,753 shares; 2025Q2: 3,040,474 shares; 2025Q3: 3,313,443 shares 3,313,443 $78.1M 0.18% +272,969 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,142 shares; 2024Q4: 1,373,625 shares; 2025Q1: 784,077 shares; 2025Q2: 711,864 shares; 2025Q3: 702,224 shares 702,224 $70.4M 0.17% -9,640 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: 1,543,953 shares; 2024Q4: 1,238,065 shares; 2025Q1: 1,120,066 shares; 2025Q2: 878,644 shares; 2025Q3: 805,718 shares 805,718 $66.8M 0.16% -72,926 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: 149,916 shares; 2024Q4: 163,638 shares; 2025Q1: 184,082 shares; 2025Q2: 193,822 shares; 2025Q3: 191,969 shares 191,969 $65.5M 0.15% -1,853 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: 162,517 shares; 2024Q4: 179,581 shares; 2025Q1: 183,216 shares; 2025Q2: 195,453 shares; 2025Q3: 213,450 shares 213,450 $60M 0.14% +17,997 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: 87,038 shares; 2024Q4: 93,301 shares; 2025Q1: 97,226 shares; 2025Q2: 101,850 shares; 2025Q3: 105,484 shares 105,484 $60M 0.14% +3,634 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: 462,495 shares; 2024Q4: 492,787 shares; 2025Q1: 515,381 shares; 2025Q2: 556,694 shares; 2025Q3: 571,956 shares 571,956 $58.9M 0.14% +15,262 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: 144,327 shares; 2024Q4: 158,941 shares; 2025Q1: 252,068 shares; 2025Q2: 286,462 shares; 2025Q3: 314,087 shares 314,087 $58.2M 0.14% +27,625 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: 76,080 shares; 2024Q4: 81,103 shares; 2025Q1: 108,926 shares; 2025Q2: 123,080 shares; 2025Q3: 163,591 shares 163,591 $58.2M 0.14% +40,511 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,393 shares; 2024Q4: 632,120 shares; 2025Q1: 705,032 shares; 2025Q2: 651,222 shares; 2025Q3: 647,842 shares 647,842 $57.7M 0.14% -3,380 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: 53,049 shares; 2024Q4: 54,679 shares; 2025Q1: 59,235 shares; 2025Q2: 61,908 shares; 2025Q3: 58,059 shares 58,059 $53.7M 0.13% -3,849 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: 1,187,908 shares; 2024Q4: 1,121,579 shares; 2025Q1: 1,283,228 shares; 2025Q2: 1,225,670 shares; 2025Q3: 1,376,561 shares 1,376,561 $52M 0.12% +150,891 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,033 shares; 2024Q4: 1,467,439 shares; 2025Q1: 1,327,710 shares; 2025Q2: 1,344,361 shares; 2025Q3: 1,381,205 shares 1,381,205 $52M 0.12% +36,844 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: 75,095 shares; 2024Q4: 154,654 shares; 2025Q1: 271,811 shares; 2025Q2: 474,431 shares; 2025Q3: 501,698 shares 501,698 $50.5M 0.12% +27,267 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: 421,752 shares; 2024Q4: 517,899 shares; 2025Q1: 708,008 shares; 2025Q2: 671,585 shares; 2025Q3: 777,231 shares 777,231 $50.5M 0.12% +105,646 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: 73,136 shares; 2024Q4: 85,858 shares; 2025Q1: 91,090 shares; 2025Q2: 97,415 shares; 2025Q3: 103,454 shares 103,454 $49.6M 0.12% +6,039 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: 416,368 shares; 2024Q4: 420,379 shares; 2025Q1: 472,087 shares; 2025Q2: 436,231 shares; 2025Q3: 430,572 shares 430,572 $48.5M 0.11% -5,659 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: 104,607 shares; 2024Q4: 109,419 shares; 2025Q1: 109,716 shares; 2025Q2: 108,811 shares; 2025Q3: 119,136 shares 119,136 $48.3M 0.11% +10,325 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: 745,785 shares; 2024Q4: 803,727 shares; 2025Q1: 849,869 shares; 2025Q2: 908,003 shares; 2025Q3: 915,619 shares 915,619 $47.2M 0.11% +7,616 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: 126,851 shares; 2024Q4: 135,422 shares; 2025Q1: 154,390 shares; 2025Q2: 151,836 shares; 2025Q3: 154,003 shares 154,003 $46.3M 0.11% +2,167 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: 236,931 shares; 2024Q4: 247,105 shares; 2025Q1: 263,796 shares; 2025Q2: 266,489 shares; 2025Q3: 273,232 shares 273,232 $44.2M 0.1% +6,743 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: 96,261 shares; 2024Q4: 117,974 shares; 2025Q1: 126,610 shares; 2025Q2: 116,441 shares; 2025Q3: 113,071 shares 113,071 $41.3M 0.1% -3,370 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,120 shares; 2024Q4: 1,043,153 shares; 2025Q1: 1,064,323 shares; 2025Q2: 1,146,590 shares; 2025Q3: 1,103,643 shares 1,103,643 $41M 0.1% -42,947 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: 139,489 shares; 2024Q4: 149,097 shares; 2025Q1: 160,823 shares; 2025Q2: 160,555 shares; 2025Q3: 175,400 shares 175,400 $40.6M 0.1% +14,845 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149,789 shares; 2024Q4: 1,253,954 shares; 2025Q1: 1,309,658 shares; 2025Q2: 1,344,583 shares; 2025Q3: 1,411,031 shares 1,411,031 $39.8M 0.09% +66,448 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: 38,700 shares; 2024Q4: 41,226 shares; 2025Q1: 44,331 shares; 2025Q2: 47,901 shares; 2025Q3: 48,681 shares 48,681 $38.8M 0.09% +780 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: 199,549 shares; 2024Q4: 216,929 shares; 2025Q1: 226,574 shares; 2025Q2: 217,747 shares; 2025Q3: 250,813 shares 250,813 $38.5M 0.09% +33,066 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,351 shares; 2024Q4: 757,764 shares; 2025Q1: 718,116 shares; 2025Q2: 746,544 shares; 2025Q3: 732,614 shares 732,614 $37.1M 0.09% -13,930 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: 305,312 shares; 2024Q4: 350,955 shares; 2025Q1: 381,486 shares; 2025Q2: 415,503 shares; 2025Q3: 429,018 shares 429,018 $36M 0.08% +13,515 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: 95,578 shares; 2024Q4: 104,885 shares; 2025Q1: 122,029 shares; 2025Q2: 129,255 shares; 2025Q3: 125,746 shares 125,746 $35.5M 0.08% -3,509 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: 147,213 shares; 2024Q4: 157,468 shares; 2025Q1: 195,304 shares; 2025Q2: 210,530 shares; 2025Q3: 210,582 shares 210,582 $34.2M 0.08% +52 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,310 shares; 2024Q4: 442,362 shares; 2025Q1: 422,635 shares; 2025Q2: 396,907 shares; 2025Q3: 373,430 shares 373,430 $33.5M 0.08% -23,477 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: 119,036 shares; 2024Q4: 146,593 shares; 2025Q1: 175,905 shares; 2025Q2: 156,316 shares; 2025Q3: 212,860 shares 212,860 $33.1M 0.08% +56,544 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: 105,168 shares; 2024Q4: 109,651 shares; 2025Q1: 99,722 shares; 2025Q2: 108,376 shares; 2025Q3: 114,708 shares 114,708 $32.3M 0.08% +6,332 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,360 shares; 2024Q4: 61,122 shares; 2025Q1: 63,502 shares; 2025Q2: 64,699 shares; 2025Q3: 66,260 shares 66,260 $31.6M 0.07% +1,561 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: 70,328 shares; 2024Q4: 77,269 shares; 2025Q1: 81,508 shares; 2025Q2: 62,646 shares; 2025Q3: 90,587 shares 90,587 $31.3M 0.07% +27,941 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: 220,194 shares; 2024Q4: 227,804 shares; 2025Q1: 280,621 shares; 2025Q2: 306,330 shares; 2025Q3: 315,665 shares 315,665 $30.9M 0.07% +9,335 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,540 shares; 2024Q4: 83,310 shares; 2025Q1: 74,900 shares; 2025Q2: 87,077 shares; 2025Q3: 91,510 shares 91,510 $29.9M 0.07% +4,433 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: 93,150 shares; 2024Q4: 110,149 shares; 2025Q1: 109,091 shares; 2025Q2: 149,398 shares; 2025Q3: 210,309 shares 210,309 $29.5M 0.07% +60,911 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,107 shares; 2024Q4: 255,359 shares; 2025Q1: 361,198 shares; 2025Q2: 405,132 shares; 2025Q3: 517,741 shares 517,741 $29.4M 0.07% +112,609 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: 38,263 shares; 2024Q4: 38,653 shares; 2025Q1: 43,226 shares; 2025Q2: 42,502 shares; 2025Q3: 42,462 shares 42,462 $29M 0.07% -40 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,164 shares; 2024Q4: 183,744 shares; 2025Q1: 234,724 shares; 2025Q2: 296,909 shares; 2025Q3: 394,007 shares 394,007 $28.9M 0.07% +97,098 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,094 shares; 2024Q4: 975,156 shares; 2025Q1: 832,250 shares; 2025Q2: 818,660 shares; 2025Q3: 797,834 shares 797,834 $28.5M 0.07% -20,826 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: 62,696 shares; 2024Q4: 69,201 shares; 2025Q1: 67,148 shares; 2025Q2: 81,058 shares; 2025Q3: 83,170 shares 83,170 $27.6M 0.06% +2,112 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: 174,813 shares; 2024Q4: 378,178 shares; 2025Q1: 418,947 shares; 2025Q2: 355,667 shares; 2025Q3: 349,620 shares 349,620 $27.3M 0.06% -6,047 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: 25,162 shares; 2024Q4: 26,312 shares; 2025Q1: 26,359 shares; 2025Q2: 30,138 shares; 2025Q3: 29,414 shares 29,414 $27.1M 0.06% -724 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: 437,494 shares; 2024Q4: 491,906 shares; 2025Q1: 517,283 shares; 2025Q2: 532,247 shares; 2025Q3: 610,238 shares 610,238 $26.8M 0.06% +77,991 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: 138,970 shares; 2024Q4: 166,643 shares; 2025Q1: 213,912 shares; 2025Q2: 248,854 shares; 2025Q3: 235,844 shares 235,844 $26.2M 0.06% -13,010 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: 251,687 shares; 2024Q4: 287,440 shares; 2025Q1: 370,325 shares; 2025Q2: 369,599 shares; 2025Q3: 374,768 shares 374,768 $25.6M 0.06% +5,169 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,937 shares; 2024Q4: 45,776 shares; 2025Q1: 51,854 shares; 2025Q2: 52,410 shares; 2025Q3: 53,323 shares 53,323 $25.3M 0.06% +913 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: 113,526 shares; 2024Q4: 123,236 shares; 2025Q1: 127,843 shares; 2025Q2: 151,699 shares; 2025Q3: 157,575 shares 157,575 $25M 0.06% +5,876 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: 142,593 shares; 2024Q4: 148,690 shares; 2025Q1: 156,865 shares; 2025Q2: 163,814 shares; 2025Q3: 171,820 shares 171,820 $24.8M 0.06% +8,006 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: 49,048 shares; 2024Q4: 58,168 shares; 2025Q1: 61,462 shares; 2025Q2: 59,714 shares; 2025Q3: 59,795 shares 59,795 $24.1M 0.06% +81 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: 92,922 shares; 2024Q4: 100,524 shares; 2025Q1: 106,221 shares; 2025Q2: 100,049 shares; 2025Q3: 100,976 shares 100,976 $23.9M 0.06% +927 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 19,012 shares; 2025Q1: 22,130 shares; 2025Q2: 24,530 shares; 2025Q3: 33,272 shares 33,272 $23.9M 0.06% +8,742 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,147 shares; 2025Q1: 17,844 shares; 2025Q2: 20,020 shares; 2025Q3: 20,469 shares 20,469 $23.9M 0.06% +449 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: 262,159 shares; 2024Q4: 321,699 shares; 2025Q1: 363,272 shares; 2025Q2: 394,485 shares; 2025Q3: 359,640 shares 359,640 $23.9M 0.06% -34,845 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,689 shares; 2024Q4: 67,836 shares; 2025Q1: 67,640 shares; 2025Q2: 66,671 shares; 2025Q3: 69,024 shares 69,024 $23.3M 0.05% +2,353 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: 36,430 shares; 2024Q4: 39,688 shares; 2025Q1: 42,853 shares; 2025Q2: 106,098 shares; 2025Q3: 107,582 shares 107,582 $22.9M 0.05% +1,484 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,951 shares; 2024Q4: 70,704 shares; 2025Q1: 77,823 shares; 2025Q2: 138,061 shares; 2025Q3: 135,581 shares 135,581 $22.4M 0.05% -2,480 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: 20,404 shares; 2024Q4: 42,191 shares; 2025Q1: 132,162 shares; 2025Q2: 148,901 shares; 2025Q3: 155,966 shares 155,966 $22.3M 0.05% +7,065 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: 64,956 shares; 2024Q4: 70,010 shares; 2025Q1: 77,622 shares; 2025Q2: 67,493 shares; 2025Q3: 72,999 shares 72,999 $22.2M 0.05% +5,506 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: 122,884 shares; 2024Q4: 138,803 shares; 2025Q1: 161,769 shares; 2025Q2: 181,000 shares; 2025Q3: 163,459 shares 163,459 $21.9M 0.05% -17,541 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,991 shares; 2024Q4: 24,548 shares; 2025Q1: 25,676 shares; 2025Q2: 33,113 shares; 2025Q3: 34,468 shares 34,468 $21.2M 0.05% +1,355 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: 29,961 shares; 2024Q4: 30,341 shares; 2025Q1: 31,060 shares; 2025Q2: 24,957 shares; 2025Q3: 28,207 shares 28,207 $21.1M 0.05% +3,250 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: 43,057 shares; 2024Q4: 46,054 shares; 2025Q1: 50,994 shares; 2025Q2: 55,233 shares; 2025Q3: 55,730 shares 55,730 $20.9M 0.05% +497 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: 92,907 shares; 2024Q4: 104,641 shares; 2025Q1: 124,646 shares; 2025Q2: 114,898 shares; 2025Q3: 123,150 shares 123,150 $20.6M 0.05% +8,252 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: 133,518 shares; 2025Q1: 141,392 shares; 2025Q2: 135,906 shares; 2025Q3: 141,131 shares 141,131 $20.6M 0.05% +5,225 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: 112,013 shares; 2024Q4: 112,256 shares; 2025Q1: 110,789 shares; 2025Q2: 102,713 shares; 2025Q3: 99,269 shares 99,269 $20.3M 0.05% -3,444 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: 169,314 shares; 2024Q4: 206,926 shares; 2025Q1: 240,093 shares; 2025Q2: 289,173 shares; 2025Q3: 304,810 shares 304,810 $20.1M 0.05% +15,637 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: 127,697 shares; 2024Q4: 150,894 shares; 2025Q1: 176,653 shares; 2025Q2: 185,641 shares; 2025Q3: 198,066 shares 198,066 $20.1M 0.05% +12,425 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,939 shares; 2024Q4: 65,101 shares; 2025Q1: 69,991 shares; 2025Q2: 73,069 shares; 2025Q3: 73,462 shares 73,462 $20M 0.05% +393 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: 129,169 shares; 2024Q4: 133,618 shares; 2025Q1: 143,756 shares; 2025Q2: 154,864 shares; 2025Q3: 160,672 shares 160,672 $19.9M 0.05% +5,808 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: 53,109 shares; 2024Q4: 50,544 shares; 2025Q1: 66,065 shares; 2025Q2: 57,376 shares; 2025Q3: 70,233 shares 70,233 $19.8M 0.05% +12,857 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: 16,040 shares; 2024Q4: 18,397 shares; 2025Q1: 25,470 shares; 2025Q2: 27,286 shares; 2025Q3: 25,557 shares 25,557 $19.7M 0.05% -1,729 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: 78,973 shares; 2024Q4: 81,532 shares; 2025Q1: 83,654 shares; 2025Q2: 84,069 shares; 2025Q3: 79,599 shares 79,599 $19.7M 0.05% -4,470 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: 70,861 shares; 2024Q4: 76,438 shares; 2025Q1: 79,656 shares; 2025Q2: 72,456 shares; 2025Q3: 78,082 shares 78,082 $19.6M 0.05% +5,626 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: 31,695 shares; 2024Q4: 34,020 shares; 2025Q1: 38,336 shares; 2025Q2: 40,727 shares; 2025Q3: 40,068 shares 40,068 $19.5M 0.05% -659 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: 93,315 shares; 2024Q4: 92,768 shares; 2025Q1: 94,152 shares; 2025Q2: 99,425 shares; 2025Q3: 97,583 shares 97,583 $18.8M 0.04% -1,842 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: 50,824 shares; 2024Q4: 45,809 shares; 2025Q1: 51,118 shares; 2025Q2: 78,812 shares; 2025Q3: 85,874 shares 85,874 $18.5M 0.04% +7,062 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: 101,514 shares; 2024Q4: 96,833 shares; 2025Q1: 114,061 shares; 2025Q2: 112,954 shares; 2025Q3: 110,901 shares 110,901 $18.4M 0.04% -2,053 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: 128,034 shares; 2024Q4: 191,900 shares; 2025Q1: 201,292 shares; 2025Q2: 200,238 shares; 2025Q3: 193,602 shares 193,602 $18.3M 0.04% -6,636 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: 41,139 shares; 2024Q4: 43,916 shares; 2025Q1: 44,686 shares; 2025Q2: 46,167 shares; 2025Q3: 40,076 shares 40,076 $17.9M 0.04% -6,091 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: 229,139 shares; 2024Q4: 244,880 shares; 2025Q1: 161,179 shares; 2025Q2: 177,442 shares; 2025Q3: 210,569 shares 210,569 $17.7M 0.04% +33,127 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: 91,623 shares; 2024Q4: 106,055 shares; 2025Q1: 137,427 shares; 2025Q2: 168,248 shares; 2025Q3: 184,221 shares 184,221 $17.6M 0.04% +15,973 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: 75,905 shares; 2024Q4: 84,593 shares; 2025Q1: 89,450 shares; 2025Q2: 89,148 shares; 2025Q3: 89,498 shares 89,498 $17.6M 0.04% +350 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,834 shares; 2024Q4: 163,354 shares; 2025Q1: 727,542 shares; 2025Q2: 651,867 shares; 2025Q3: 553,137 shares 553,137 $17.4M 0.04% -98,730 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,383 shares; 2024Q4: 50,289 shares; 2025Q1: 57,259 shares; 2025Q2: 55,614 shares; 2025Q3: 53,558 shares 53,558 $17.3M 0.04% -2,056 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: 43,720 shares; 2024Q4: 44,809 shares; 2025Q1: 48,403 shares; 2025Q2: 48,461 shares; 2025Q3: 48,753 shares 48,753 $17.2M 0.04% +292 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: 129,760 shares; 2025Q1: 138,391 shares; 2025Q2: 120,036 shares; 2025Q3: 128,132 shares 128,132 $17.2M 0.04% +8,096 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: 87,602 shares; 2024Q4: 103,086 shares; 2025Q1: 132,966 shares; 2025Q2: 125,548 shares; 2025Q3: 138,315 shares 138,315 $17.1M 0.04% +12,767 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: 34,467 shares; 2024Q4: 50,859 shares; 2025Q1: 91,185 shares; 2025Q2: 109,124 shares; 2025Q3: 123,937 shares 123,937 $17.1M 0.04% +14,813 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: 42,013 shares; 2024Q4: 53,504 shares; 2025Q1: 79,979 shares; 2025Q2: 88,936 shares; 2025Q3: 88,659 shares 88,659 $17.1M 0.04% -277 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: 17,852 shares; 2024Q4: 30,739 shares; 2025Q1: 38,380 shares; 2025Q2: 48,347 shares; 2025Q3: 67,482 shares 67,482 $16.7M 0.04% +19,135 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: 13,069 shares; 2024Q4: 11,071 shares; 2025Q1: 13,900 shares; 2025Q2: 14,955 shares; 2025Q3: 15,459 shares 15,459 $16.7M 0.04% +504 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: 99,663 shares; 2024Q4: 115,533 shares; 2025Q1: 123,238 shares; 2025Q2: 158,457 shares; 2025Q3: 207,417 shares 207,417 $16.6M 0.04% +48,960 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,267 shares; 2024Q4: 154,433 shares; 2025Q1: 182,641 shares; 2025Q2: 190,060 shares; 2025Q3: 180,454 shares 180,454 $16.6M 0.04% -9,606 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: 105,545 shares; 2024Q4: 133,543 shares; 2025Q1: 158,505 shares; 2025Q2: 165,089 shares; 2025Q3: 172,092 shares 172,092 $16.3M 0.04% +7,003 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: 94,999 shares; 2024Q4: 115,817 shares; 2025Q1: 119,115 shares; 2025Q2: 143,743 shares; 2025Q3: 140,642 shares 140,642 $16.1M 0.04% -3,101 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: 8,011 shares; 2024Q4: 7,970 shares; 2025Q1: 8,316 shares; 2025Q2: 136,945 shares; 2025Q3: 148,093 shares 148,093 $16M 0.04% +11,148 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: 40,086 shares; 2024Q4: 45,477 shares; 2025Q1: 51,895 shares; 2025Q2: 60,819 shares; 2025Q3: 59,084 shares 59,084 $16M 0.04% -1,735 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: 86,643 shares; 2024Q4: 90,016 shares; 2025Q1: 108,405 shares; 2025Q2: 86,907 shares; 2025Q3: 95,396 shares 95,396 $16M 0.04% +8,489 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,318 shares; 2024Q4: 142,293 shares; 2025Q1: 218,921 shares; 2025Q2: 247,482 shares; 2025Q3: 256,298 shares 256,298 $15.6M 0.04% +8,816 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,659 shares; 2024Q4: 65,324 shares; 2025Q1: 303,504 shares; 2025Q2: 325,630 shares; 2025Q3: 346,055 shares 346,055 $15.6M 0.04% +20,425 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,150 shares; 2024Q4: 153,630 shares; 2025Q1: 214,689 shares; 2025Q2: 273,244 shares; 2025Q3: 266,838 shares 266,838 $15.3M 0.04% -6,406 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: 74,957 shares; 2024Q4: 78,603 shares; 2025Q1: 83,435 shares; 2025Q2: 92,132 shares; 2025Q3: 90,014 shares 90,014 $15.3M 0.04% -2,118 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,092 shares; 2024Q4: 55,778 shares; 2025Q1: 135,719 shares; 2025Q2: 179,286 shares; 2025Q3: 156,725 shares 156,725 $15.1M 0.04% -22,561 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: 33,729 shares; 2024Q4: 34,464 shares; 2025Q1: 36,700 shares; 2025Q2: 37,037 shares; 2025Q3: 40,860 shares 40,860 $15.1M 0.04% +3,823 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,656 shares; 2024Q4: 330,484 shares; 2025Q1: 327,626 shares; 2025Q2: 336,138 shares; 2025Q3: 318,948 shares 318,948 $15.1M 0.04% -17,190 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: 99,913 shares; 2024Q4: 249,605 shares; 2025Q1: 365,783 shares; 2025Q2: 350,738 shares; 2025Q3: 333,414 shares 333,414 $15M 0.04% -17,324 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: 70,532 shares; 2024Q4: 77,806 shares; 2025Q1: 81,189 shares; 2025Q2: 74,737 shares; 2025Q3: 71,053 shares 71,053 $15M 0.04% -3,684 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,849 shares; 2024Q4: 283,672 shares; 2025Q1: 241,257 shares; 2025Q2: 243,411 shares; 2025Q3: 242,600 shares 242,600 $14.8M 0.03% -811 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: 520,417 shares; 2024Q4: 702,562 shares; 2025Q1: 709,020 shares; 2025Q2: 619,451 shares; 2025Q3: 579,364 shares 579,364 $14.8M 0.03% -40,087 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: 39,200 shares; 2024Q4: 41,019 shares; 2025Q1: 46,932 shares; 2025Q2: 43,918 shares; 2025Q3: 37,373 shares 37,373 $14.6M 0.03% -6,545 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: 53,872 shares; 2024Q4: 58,903 shares; 2025Q1: 60,226 shares; 2025Q2: 59,306 shares; 2025Q3: 60,948 shares 60,948 $14.6M 0.03% +1,642 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,440 shares; 2024Q4: 163,320 shares; 2025Q1: 165,619 shares; 2025Q2: 155,149 shares; 2025Q3: 154,518 shares 154,518 $14.4M 0.03% -631 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: 244,588 shares; 2024Q4: 202,259 shares; 2025Q1: 211,992 shares; 2025Q2: 187,425 shares; 2025Q3: 190,454 shares 190,454 $14.4M 0.03% +3,029 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: 106,780 shares; 2024Q4: 114,118 shares; 2025Q1: 141,193 shares; 2025Q2: 148,095 shares; 2025Q3: 146,506 shares 146,506 $14.3M 0.03% -1,589 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: 124,982 shares; 2024Q4: 138,605 shares; 2025Q1: 114,023 shares; 2025Q2: 333,309 shares; 2025Q3: 282,365 shares 282,365 $14.2M 0.03% -50,944 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: 73,794 shares; 2024Q4: 72,197 shares; 2025Q1: 76,369 shares; 2025Q2: 83,801 shares; 2025Q3: 83,417 shares 83,417 $14.2M 0.03% -384 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: 105,665 shares; 2024Q4: 115,806 shares; 2025Q1: 216,373 shares; 2025Q2: 195,494 shares; 2025Q3: 187,884 shares 187,884 $14.2M 0.03% -7,610 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: 44,620 shares; 2024Q4: 46,302 shares; 2025Q1: 55,700 shares; 2025Q2: 61,290 shares; 2025Q3: 77,935 shares 77,935 $13.9M 0.03% +16,645 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,813 shares; 2024Q4: 58,048 shares; 2025Q1: 65,591 shares; 2025Q2: 69,614 shares; 2025Q3: 70,571 shares 70,571 $13.8M 0.03% +957 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: 585,707 shares; 2024Q4: 691,502 shares; 2025Q1: 633,652 shares; 2025Q2: 665,432 shares; 2025Q3: 640,790 shares 640,790 $13.8M 0.03% -24,642 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: 58,899 shares; 2024Q4: 62,136 shares; 2025Q1: 59,605 shares; 2025Q2: 71,936 shares; 2025Q3: 73,969 shares 73,969 $13.8M 0.03% +2,033 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: 58,276 shares; 2024Q4: 60,791 shares; 2025Q1: 59,475 shares; 2025Q2: 65,912 shares; 2025Q3: 73,003 shares 73,003 $13.7M 0.03% +7,091 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: 23,255 shares; 2024Q4: 52,011 shares; 2025Q1: 55,899 shares; 2025Q2: 59,831 shares; 2025Q3: 66,910 shares 66,910 $13.6M 0.03% +7,079 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: 188,596 shares; 2024Q4: 248,379 shares; 2025Q1: 312,513 shares; 2025Q2: 297,888 shares; 2025Q3: 281,225 shares 281,225 $13.6M 0.03% -16,663 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: 28,485 shares; 2024Q4: 69,151 shares; 2025Q1: 81,393 shares; 2025Q2: 113,245 shares; 2025Q3: 116,146 shares 116,146 $13.3M 0.03% +2,901 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: 37,329 shares; 2024Q4: 43,692 shares; 2025Q1: 45,837 shares; 2025Q2: 48,053 shares; 2025Q3: 45,199 shares 45,199 $13.3M 0.03% -2,854 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,131 shares; 2024Q4: 234,443 shares; 2025Q1: 726,053 shares; 2025Q2: 598,735 shares; 2025Q3: 670,513 shares 670,513 $13.1M 0.03% +71,778 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 23,712 shares; 2025Q1: 30,603 shares; 2025Q2: 34,085 shares; 2025Q3: 28,566 shares 28,566 $13.1M 0.03% -5,519 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,228 shares; 2024Q4: 96,097 shares; 2025Q1: 146,679 shares; 2025Q2: 141,842 shares; 2025Q3: 129,719 shares 129,719 $13M 0.03% -12,123 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: 38,823 shares; 2024Q4: 45,686 shares; 2025Q1: 99,396 shares; 2025Q2: 106,953 shares; 2025Q3: 115,893 shares 115,893 $13M 0.03% +8,940 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: 75,209 shares; 2024Q4: 75,895 shares; 2025Q1: 82,433 shares; 2025Q2: 72,493 shares; 2025Q3: 70,926 shares 70,926 $13M 0.03% -1,567 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,700 shares; 2024Q4: 138,838 shares; 2025Q1: 150,618 shares; 2025Q2: 142,499 shares; 2025Q3: 150,859 shares 150,859 $13M 0.03% +8,360 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: 41,497 shares; 2024Q4: 43,106 shares; 2025Q1: 46,133 shares; 2025Q2: 49,104 shares; 2025Q3: 46,028 shares 46,028 $13M 0.03% -3,076 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: 189,893 shares; 2024Q4: 205,155 shares; 2025Q1: 218,625 shares; 2025Q2: 219,944 shares; 2025Q3: 204,170 shares 204,170 $12.9M 0.03% -15,774 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: 53,738 shares; 2024Q4: 52,073 shares; 2025Q1: 55,395 shares; 2025Q2: 57,093 shares; 2025Q3: 57,924 shares 57,924 $12.8M 0.03% +831 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: 58,156 shares; 2024Q4: 55,145 shares; 2025Q1: 65,423 shares; 2025Q2: 61,111 shares; 2025Q3: 53,991 shares 53,991 $12.8M 0.03% -7,120 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,430 shares; 2024Q4: 89,683 shares; 2025Q1: 94,533 shares; 2025Q2: 98,023 shares; 2025Q3: 96,465 shares 96,465 $12.7M 0.03% -1,558 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: 18,564 shares; 2024Q4: 19,303 shares; 2025Q1: 21,449 shares; 2025Q2: 25,144 shares; 2025Q3: 25,977 shares 25,977 $12.7M 0.03% +833 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: 54,669 shares; 2024Q4: 55,555 shares; 2025Q1: 57,042 shares; 2025Q2: 56,510 shares; 2025Q3: 55,447 shares 55,447 $12.7M 0.03% -1,063 Timeline SPYD 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: 221,603 shares; 2024Q4: 239,433 shares; 2025Q1: 267,594 shares; 2025Q2: 281,181 shares; 2025Q3: 288,626 shares 288,626 $12.7M 0.03% +7,445 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,222 shares; 2024Q4: 30,214 shares; 2025Q1: 35,911 shares; 2025Q2: 37,383 shares; 2025Q3: 39,191 shares 39,191 $12.7M 0.03% +1,808 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: 26,532 shares; 2024Q4: 29,985 shares; 2025Q1: 33,340 shares; 2025Q2: 36,933 shares; 2025Q3: 38,186 shares 38,186 $12.6M 0.03% +1,253 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,280 shares; 2024Q4: 297,376 shares; 2025Q1: 311,069 shares; 2025Q2: 288,635 shares; 2025Q3: 270,657 shares 270,657 $12.6M 0.03% -17,978 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,570 shares; 2024Q4: 110,582 shares; 2025Q1: 231,622 shares; 2025Q2: 231,708 shares; 2025Q3: 175,282 shares 175,282 $12.5M 0.03% -56,426 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: 48,679 shares; 2024Q4: 54,248 shares; 2025Q1: 53,442 shares; 2025Q2: 61,064 shares; 2025Q3: 50,025 shares 50,025 $12.3M 0.03% -11,039 Timeline 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: 78,265 shares; 2024Q4: 151,019 shares; 2025Q1: 172,030 shares; 2025Q2: 171,626 shares; 2025Q3: 168,211 shares 168,211 $12.3M 0.03% -3,415 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,091 shares; 2024Q4: 370,126 shares; 2025Q1: 452,222 shares; 2025Q2: 476,060 shares; 2025Q3: 460,086 shares 460,086 $12.1M 0.03% -15,974 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: 25,905 shares; 2024Q4: 26,100 shares; 2025Q1: 24,627 shares; 2025Q2: 24,850 shares; 2025Q3: 24,245 shares 24,245 $12.1M 0.03% -605 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: 61,326 shares; 2024Q4: 72,545 shares; 2025Q1: 73,302 shares; 2025Q2: 57,489 shares; 2025Q3: 70,345 shares 70,345 $12M 0.03% +12,856 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: 56,209 shares; 2024Q4: 59,730 shares; 2025Q1: 65,722 shares; 2025Q2: 60,602 shares; 2025Q3: 59,230 shares 59,230 $11.9M 0.03% -1,372 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: 27,388 shares; 2024Q4: 29,049 shares; 2025Q1: 27,726 shares; 2025Q2: 27,946 shares; 2025Q3: 28,087 shares 28,087 $11.9M 0.03% +141 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: 119,816 shares; 2024Q4: 90,833 shares; 2025Q1: 77,120 shares; 2025Q2: 126,504 shares; 2025Q3: 188,026 shares 188,026 $11.7M 0.03% +61,522 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: 18,389 shares; 2024Q4: 33,396 shares; 2025Q1: 29,370 shares; 2025Q2: 30,826 shares; 2025Q3: 37,324 shares 37,324 $11.7M 0.03% +6,498 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: 47,339 shares; 2024Q4: 48,650 shares; 2025Q1: 50,476 shares; 2025Q2: 43,286 shares; 2025Q3: 47,343 shares 47,343 $11.6M 0.03% +4,057 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 547,088 shares; 2025Q1: 165,862 shares; 2025Q2: 554,701 shares; 2025Q3: 595,234 shares 595,234 $11.5M 0.03% +40,533 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 8,910 shares; 2025Q1: 17,662 shares; 2025Q2: 105,896 shares; 2025Q3: 110,918 shares 110,918 $11.5M 0.03% +5,022 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,872 shares; 2024Q4: 75,297 shares; 2025Q1: 147,515 shares; 2025Q2: 142,118 shares; 2025Q3: 150,492 shares 150,492 $11.4M 0.03% +8,374 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: 55,338 shares; 2024Q4: 68,365 shares; 2025Q1: 75,865 shares; 2025Q2: 70,414 shares; 2025Q3: 73,599 shares 73,599 $11.4M 0.03% +3,185 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: 31,579 shares; 2024Q4: 34,480 shares; 2025Q1: 36,970 shares; 2025Q2: 38,829 shares; 2025Q3: 43,747 shares 43,747 $11.4M 0.03% +4,918 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,358 shares; 2024Q4: 416,203 shares; 2025Q1: 432,927 shares; 2025Q2: 430,633 shares; 2025Q3: 401,450 shares 401,450 $11.4M 0.03% -29,183 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: 84,858 shares; 2024Q4: 138,035 shares; 2025Q1: 140,296 shares; 2025Q2: 115,655 shares; 2025Q3: 140,568 shares 140,568 $11.3M 0.03% +24,913 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,268 shares; 2024Q4: 173,129 shares; 2025Q1: 170,238 shares; 2025Q2: 179,334 shares; 2025Q3: 198,467 shares 198,467 $11.3M 0.03% +19,133 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: 13,314 shares; 2024Q4: 6,308 shares; 2025Q1: 13,708 shares; 2025Q2: 15,750 shares; 2025Q3: 35,042 shares 35,042 $11.3M 0.03% +19,292 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: 50,947 shares; 2024Q4: 24,106 shares; 2025Q1: 19,802 shares; 2025Q2: 220,029 shares; 2025Q3: 456,666 shares 456,666 $11.3M 0.03% +236,637 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: 38,261 shares; 2024Q4: 42,054 shares; 2025Q1: 45,811 shares; 2025Q2: 46,892 shares; 2025Q3: 89,311 shares 89,311 $11.1M 0.03% +42,419 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: 176,822 shares; 2024Q4: 182,798 shares; 2025Q1: 222,228 shares; 2025Q2: 253,236 shares; 2025Q3: 242,093 shares 242,093 $11.1M 0.03% -11,143 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: 14,886 shares; 2024Q4: 15,696 shares; 2025Q1: 15,692 shares; 2025Q2: 15,517 shares; 2025Q3: 17,942 shares 17,942 $10.9M 0.03% +2,425 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: 11,728 shares; 2024Q4: 11,921 shares; 2025Q1: 12,336 shares; 2025Q2: 13,433 shares; 2025Q3: 14,331 shares 14,331 $10.9M 0.03% +898 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: 21,580 shares; 2024Q4: 22,525 shares; 2025Q1: 22,499 shares; 2025Q2: 15,431 shares; 2025Q3: 22,385 shares 22,385 $10.9M 0.03% +6,954 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,073 shares; 2024Q4: 149,438 shares; 2025Q1: 150,314 shares; 2025Q2: 184,498 shares; 2025Q3: 253,414 shares 253,414 $10.7M 0.03% +68,916 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: 21,983 shares; 2024Q4: 22,896 shares; 2025Q1: 24,662 shares; 2025Q2: 24,519 shares; 2025Q3: 30,927 shares 30,927 $10.7M 0.03% +6,408 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: 16,631 shares; 2024Q4: 27,055 shares; 2025Q1: 28,129 shares; 2025Q2: 49,807 shares; 2025Q3: 57,071 shares 57,071 $10.7M 0.03% +7,264 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: 169,267 shares; 2024Q4: 100,619 shares; 2025Q1: 119,326 shares; 2025Q2: 122,792 shares; 2025Q3: 125,830 shares 125,830 $10.6M 0.02% +3,038 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: 16,518 shares; 2024Q4: 11,706 shares; 2025Q1: 41,446 shares; 2025Q2: 72,778 shares; 2025Q3: 76,172 shares 76,172 $10.6M 0.02% +3,394 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: 29,402 shares; 2024Q4: 29,866 shares; 2025Q1: 31,505 shares; 2025Q2: 32,177 shares; 2025Q3: 34,023 shares 34,023 $10.5M 0.02% +1,846 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,487 shares; 2024Q4: 214,983 shares; 2025Q1: 187,611 shares; 2025Q2: 199,479 shares; 2025Q3: 197,448 shares 197,448 $10.5M 0.02% -2,031 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: 65,113 shares; 2024Q4: 66,290 shares; 2025Q1: 60,153 shares; 2025Q2: 52,257 shares; 2025Q3: 52,167 shares 52,167 $10.5M 0.02% -90 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,528 shares; 2024Q4: 76,171 shares; 2025Q1: 99,805 shares; 2025Q2: 98,757 shares; 2025Q3: 107,796 shares 107,796 $10.4M 0.02% +9,039 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: 55,389 shares; 2024Q4: 75,912 shares; 2025Q1: 81,799 shares; 2025Q2: 87,200 shares; 2025Q3: 94,536 shares 94,536 $10.3M 0.02% +7,336 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,453 shares; 2024Q4: 605,152 shares; 2025Q1: 565,947 shares; 2025Q2: 440,364 shares; 2025Q3: 298,552 shares 298,552 $10.2M 0.02% -141,812 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,227 shares; 2024Q4: 76,489 shares; 2025Q1: 80,221 shares; 2025Q2: 76,455 shares; 2025Q3: 70,758 shares 70,758 $10.1M 0.02% -5,697 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,286 shares; 2024Q4: 569,812 shares; 2025Q1: 555,929 shares; 2025Q2: 625,920 shares; 2025Q3: 583,598 shares 583,598 $10.1M 0.02% -42,322 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: 18,573 shares; 2024Q4: 19,823 shares; 2025Q1: 22,199 shares; 2025Q2: 23,332 shares; 2025Q3: 24,202 shares 24,202 $10M 0.02% +870 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: 20,503 shares; 2024Q4: 22,771 shares; 2025Q1: 25,981 shares; 2025Q2: 26,502 shares; 2025Q3: 28,259 shares 28,259 $9.93M 0.02% +1,757 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: 119,601 shares; 2024Q4: 126,567 shares; 2025Q1: 128,778 shares; 2025Q2: 150,560 shares; 2025Q3: 146,425 shares 146,425 $9.87M 0.02% -4,135 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: 51,914 shares; 2024Q4: 47,748 shares; 2025Q1: 47,112 shares; 2025Q2: 38,460 shares; 2025Q3: 41,581 shares 41,581 $9.82M 0.02% +3,121 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: 16,246 shares; 2024Q4: 16,776 shares; 2025Q1: 23,195 shares; 2025Q2: 66,790 shares; 2025Q3: 273,177 shares 273,177 $9.75M 0.02% +206,387 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,621 shares; 2024Q4: 90,656 shares; 2025Q1: 90,571 shares; 2025Q2: 100,285 shares; 2025Q3: 111,097 shares 111,097 $9.74M 0.02% +10,812 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: 51,957 shares; 2024Q4: 45,369 shares; 2025Q1: 49,492 shares; 2025Q2: 73,273 shares; 2025Q3: 71,331 shares 71,331 $9.7M 0.02% -1,942 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: 83,575 shares; 2024Q4: 84,308 shares; 2025Q1: 93,536 shares; 2025Q2: 192,192 shares; 2025Q3: 195,690 shares 195,690 $9.6M 0.02% +3,498 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: 89,486 shares; 2024Q4: 47,494 shares; 2025Q1: 72,478 shares; 2025Q2: 63,385 shares; 2025Q3: 83,473 shares 83,473 $9.56M 0.02% +20,088 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,253 shares; 2024Q4: 29,115 shares; 2025Q1: 45,231 shares; 2025Q2: 32,306 shares; 2025Q3: 35,017 shares 35,017 $9.49M 0.02% +2,711 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 14,354 shares; 2025Q1: 17,442 shares; 2025Q2: 21,444 shares; 2025Q3: 21,840 shares 21,840 $9.31M 0.02% +396 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,798 shares; 2024Q4: 85,807 shares; 2025Q1: 186,846 shares; 2025Q2: 171,207 shares; 2025Q3: 202,162 shares 202,162 $9.26M 0.02% +30,955 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: 42,030 shares; 2024Q4: 41,896 shares; 2025Q1: 44,558 shares; 2025Q2: 46,716 shares; 2025Q3: 44,951 shares 44,951 $9.23M 0.02% -1,765 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: 75,236 shares; 2024Q4: 78,446 shares; 2025Q1: 72,384 shares; 2025Q2: 93,430 shares; 2025Q3: 93,818 shares 93,818 $9.22M 0.02% +388 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 8,802 shares; 2025Q1: 8,741 shares; 2025Q2: 8,932 shares; 2025Q3: 9,551 shares 9,551 $9.1M 0.02% +619 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,947 shares; 2024Q4: 534,820 shares; 2025Q1: 669,604 shares; 2025Q2: 723,853 shares; 2025Q3: 760,725 shares 760,725 $9.1M 0.02% +36,872 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,393 shares; 2025Q1: 1,391 shares; 2025Q2: 1,636 shares; 2025Q3: 1,685 shares 1,685 $9.1M 0.02% +49 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: 182,311 shares; 2024Q4: 203,215 shares; 2025Q1: 280,900 shares; 2025Q2: 196,564 shares; 2025Q3: 269,805 shares 269,805 $9.05M 0.02% +73,241 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,472 shares; 2024Q4: 90,008 shares; 2025Q1: 109,022 shares; 2025Q2: 121,186 shares; 2025Q3: 126,889 shares 126,889 $9.02M 0.02% +5,703 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,413 shares; 2024Q4: 23,828 shares; 2025Q1: 28,840 shares; 2025Q2: 33,527 shares; 2025Q3: 36,723 shares 36,723 $9.01M 0.02% +3,196 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 13,537 shares; 2025Q1: 18,303 shares; 2025Q2: 21,151 shares; 2025Q3: 23,472 shares 23,472 $8.85M 0.02% +2,321 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,897 shares; 2024Q4: 126,721 shares; 2025Q1: 135,439 shares; 2025Q2: 114,710 shares; 2025Q3: 107,946 shares 107,946 $8.85M 0.02% -6,764 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,461 shares; 2024Q4: 332,447 shares; 2025Q1: 298,292 shares; 2025Q2: 279,272 shares; 2025Q3: 251,886 shares 251,886 $8.83M 0.02% -27,386 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: 26,110 shares; 2024Q4: 25,444 shares; 2025Q1: 23,442 shares; 2025Q2: 24,594 shares; 2025Q3: 25,830 shares 25,830 $8.81M 0.02% +1,236 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: 12,181 shares; 2024Q4: 15,852 shares; 2025Q1: 22,833 shares; 2025Q2: 29,267 shares; 2025Q3: 30,507 shares 30,507 $8.79M 0.02% +1,240 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,279 shares; 2024Q4: 39,551 shares; 2025Q1: 38,933 shares; 2025Q2: 46,278 shares; 2025Q3: 44,220 shares 44,220 $8.74M 0.02% -2,058 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: 10,324 shares; 2024Q4: 10,770 shares; 2025Q1: 10,547 shares; 2025Q2: 9,836 shares; 2025Q3: 9,319 shares 9,319 $8.7M 0.02% -517 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: 31,545 shares; 2024Q4: 38,743 shares; 2025Q1: 51,043 shares; 2025Q2: 53,941 shares; 2025Q3: 51,365 shares 51,365 $8.65M 0.02% -2,576 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,700 shares; 2024Q4: 196,543 shares; 2025Q1: 232,856 shares; 2025Q2: 206,597 shares; 2025Q3: 231,471 shares 231,471 $8.6M 0.02% +24,874 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 22,579 shares; 2025Q1: 25,303 shares; 2025Q2: 109,431 shares; 2025Q3: 124,957 shares 124,957 $8.6M 0.02% +15,526 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: 38,534 shares; 2024Q4: 37,656 shares; 2025Q1: 39,131 shares; 2025Q2: 36,749 shares; 2025Q3: 40,046 shares 40,046 $8.6M 0.02% +3,297 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,970 shares; 2024Q4: 170,184 shares; 2025Q1: 207,203 shares; 2025Q2: 214,543 shares; 2025Q3: 242,081 shares 242,081 $8.58M 0.02% +27,538 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: 288,962 shares; 2024Q4: 285,674 shares; 2025Q1: 279,208 shares; 2025Q2: 199,705 shares; 2025Q3: 192,157 shares 192,157 $8.56M 0.02% -7,548 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,304 shares; 2024Q4: 29,082 shares; 2025Q1: 32,785 shares; 2025Q2: 33,278 shares; 2025Q3: 34,037 shares 34,037 $8.38M 0.02% +759 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,095 shares; 2024Q4: 55,104 shares; 2025Q1: 54,019 shares; 2025Q2: 55,245 shares; 2025Q3: 53,284 shares 53,284 $8.36M 0.02% -1,961 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: 66,298 shares; 2024Q4: 72,547 shares; 2025Q1: 74,749 shares; 2025Q2: 60,986 shares; 2025Q3: 60,524 shares 60,524 $8.34M 0.02% -462 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: 45,746 shares; 2024Q4: 47,716 shares; 2025Q1: 45,421 shares; 2025Q2: 48,256 shares; 2025Q3: 48,220 shares 48,220 $8.34M 0.02% -36 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: 5,419 shares; 2024Q4: 5,912 shares; 2025Q1: 6,531 shares; 2025Q2: 6,890 shares; 2025Q3: 6,299 shares 6,299 $8.3M 0.02% -591 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: 15,385 shares; 2024Q4: 36,353 shares; 2025Q1: 48,351 shares; 2025Q2: 83,202 shares; 2025Q3: 98,676 shares 98,676 $8.24M 0.02% +15,474 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,975 shares; 2024Q4: 62,005 shares; 2025Q1: 86,005 shares; 2025Q2: 75,439 shares; 2025Q3: 86,543 shares 86,543 $8.24M 0.02% +11,104 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: 31,805 shares; 2024Q4: 36,282 shares; 2025Q1: 45,339 shares; 2025Q2: 51,131 shares; 2025Q3: 54,259 shares 54,259 $8.19M 0.02% +3,128 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: 77,883 shares; 2024Q4: 82,761 shares; 2025Q1: 93,009 shares; 2025Q2: 90,960 shares; 2025Q3: 78,733 shares 78,733 $8.17M 0.02% -12,227 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: 53,261 shares; 2024Q4: 53,858 shares; 2025Q1: 58,503 shares; 2025Q2: 51,813 shares; 2025Q3: 40,844 shares 40,844 $8.1M 0.02% -10,969 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: 209,050 shares; 2024Q4: 206,829 shares; 2025Q1: 228,957 shares; 2025Q2: 247,184 shares; 2025Q3: 247,777 shares 247,777 $8.08M 0.02% +593 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: 104,246 shares; 2024Q4: 108,421 shares; 2025Q1: 146,585 shares; 2025Q2: 140,063 shares; 2025Q3: 140,346 shares 140,346 $7.96M 0.02% +283 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: 10,576 shares; 2024Q4: 11,288 shares; 2025Q1: 11,048 shares; 2025Q2: 12,914 shares; 2025Q3: 16,687 shares 16,687 $7.95M 0.02% +3,773 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: 20,862 shares; 2024Q4: 21,422 shares; 2025Q1: 23,759 shares; 2025Q2: 25,007 shares; 2025Q3: 28,914 shares 28,914 $7.92M 0.02% +3,907 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 5,334 shares; 2025Q1: 40,792 shares; 2025Q2: 52,538 shares; 2025Q3: 40,836 shares 40,836 $7.9M 0.02% -11,702 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: 42,836 shares; 2024Q4: 56,014 shares; 2025Q1: 71,897 shares; 2025Q2: 95,600 shares; 2025Q3: 110,136 shares 110,136 $7.86M 0.02% +14,536 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: 8,952 shares; 2024Q4: 9,358 shares; 2025Q1: 8,117 shares; 2025Q2: 8,136 shares; 2025Q3: 8,229 shares 8,229 $7.86M 0.02% +93 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: 31,986 shares; 2024Q4: 42,066 shares; 2025Q1: 51,420 shares; 2025Q2: 67,897 shares; 2025Q3: 67,247 shares 67,247 $7.8M 0.02% -650 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,806 shares; 2024Q4: 30,140 shares; 2025Q1: 41,975 shares; 2025Q2: 131,200 shares; 2025Q3: 130,160 shares 130,160 $7.78M 0.02% -1,040 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: 84,019 shares; 2024Q4: 82,599 shares; 2025Q1: 113,142 shares; 2025Q2: 117,423 shares; 2025Q3: 102,491 shares 102,491 $7.75M 0.02% -14,932 Timeline PCY 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: 307,696 shares; 2024Q4: 931,690 shares; 2025Q1: 701,155 shares; 2025Q2: 370,355 shares; 2025Q3: 357,720 shares 357,720 $7.71M 0.02% -12,635 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: 72,049 shares; 2024Q4: 82,568 shares; 2025Q1: 117,400 shares; 2025Q2: 123,321 shares; 2025Q3: 109,028 shares 109,028 $7.6M 0.02% -14,293 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,850 shares; 2024Q4: 25,955 shares; 2025Q1: 27,686 shares; 2025Q2: 27,394 shares; 2025Q3: 31,098 shares 31,098 $7.59M 0.02% +3,704 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: 51,260 shares; 2024Q4: 63,133 shares; 2025Q1: 66,913 shares; 2025Q2: 81,747 shares; 2025Q3: 92,113 shares 92,113 $7.58M 0.02% +10,366 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: 24,390 shares; 2024Q4: 26,439 shares; 2025Q1: 27,447 shares; 2025Q2: 31,003 shares; 2025Q3: 35,264 shares 35,264 $7.57M 0.02% +4,261 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,040 shares; 2024Q4: 72,396 shares; 2025Q1: 75,781 shares; 2025Q2: 75,981 shares; 2025Q3: 74,201 shares 74,201 $7.56M 0.02% -1,780 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: 174,455 shares; 2024Q4: 178,296 shares; 2025Q1: 178,356 shares; 2025Q2: 167,309 shares; 2025Q3: 168,109 shares 168,109 $7.56M 0.02% +800 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,975 shares; 2024Q4: 693,127 shares; 2025Q1: 679,805 shares; 2025Q2: 403,870 shares; 2025Q3: 400,762 shares 400,762 $7.49M 0.02% -3,108 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: 11,401 shares; 2024Q4: 11,599 shares; 2025Q1: 12,375 shares; 2025Q2: 12,270 shares; 2025Q3: 14,983 shares 14,983 $7.39M 0.02% +2,713 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: 46,512 shares; 2024Q4: 44,623 shares; 2025Q1: 56,076 shares; 2025Q2: 72,323 shares; 2025Q3: 58,298 shares 58,298 $7.35M 0.02% -14,025 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 13,415 shares; 2025Q1: 35,980 shares; 2025Q2: 48,055 shares; 2025Q3: 38,368 shares 38,368 $7.34M 0.02% -9,687 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: 29,268 shares; 2024Q4: 29,731 shares; 2025Q1: 32,031 shares; 2025Q2: 29,935 shares; 2025Q3: 33,285 shares 33,285 $7.31M 0.02% +3,350 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,539 shares; 2024Q4: 56,914 shares; 2025Q1: 53,368 shares; 2025Q2: 50,821 shares; 2025Q3: 51,292 shares 51,292 $7.27M 0.02% +471 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: 86,124 shares; 2024Q4: 80,092 shares; 2025Q1: 89,107 shares; 2025Q2: 112,587 shares; 2025Q3: 107,078 shares 107,078 $7.24M 0.02% -5,509 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,420 shares; 2024Q4: 53,554 shares; 2025Q1: 52,891 shares; 2025Q2: 51,184 shares; 2025Q3: 50,609 shares 50,609 $7.24M 0.02% -575 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: 12,193 shares; 2024Q4: 13,739 shares; 2025Q1: 12,151 shares; 2025Q2: 12,343 shares; 2025Q3: 15,802 shares 15,802 $7.23M 0.02% +3,459 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: 44,597 shares; 2024Q4: 57,747 shares; 2025Q1: 70,481 shares; 2025Q2: 71,527 shares; 2025Q3: 85,576 shares 85,576 $7.2M 0.02% +14,049 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,081 shares; 2024Q4: 43,432 shares; 2025Q1: 47,328 shares; 2025Q2: 49,683 shares; 2025Q3: 50,960 shares 50,960 $7.18M 0.02% +1,277 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: 16,227 shares; 2024Q4: 20,723 shares; 2025Q1: 46,511 shares; 2025Q2: 62,401 shares; 2025Q3: 65,286 shares 65,286 $7.18M 0.02% +2,885 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,527 shares; 2024Q4: 46,942 shares; 2025Q1: 52,355 shares; 2025Q2: 64,346 shares; 2025Q3: 72,069 shares 72,069 $7.17M 0.02% +7,723 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: 53,351 shares; 2024Q4: 53,319 shares; 2025Q1: 55,035 shares; 2025Q2: 53,624 shares; 2025Q3: 54,319 shares 54,319 $7.13M 0.02% +695 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: 27,110 shares; 2024Q4: 43,341 shares; 2025Q1: 54,000 shares; 2025Q2: 54,081 shares; 2025Q3: 54,743 shares 54,743 $7.11M 0.02% +662 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: 218,819 shares; 2024Q4: 230,391 shares; 2025Q1: 250,092 shares; 2025Q2: 204,139 shares; 2025Q3: 206,051 shares 206,051 $7.08M 0.02% +1,912 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: 57,466 shares; 2024Q4: 60,251 shares; 2025Q1: 64,782 shares; 2025Q2: 59,566 shares; 2025Q3: 63,386 shares 63,386 $7.08M 0.02% +3,820 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: 22,639 shares; 2024Q4: 63,060 shares; 2025Q1: 76,789 shares; 2025Q2: 69,273 shares; 2025Q3: 67,751 shares 67,751 $7.07M 0.02% -1,522 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 20,316 shares; 2025Q1: 24,087 shares; 2025Q2: 24,743 shares; 2025Q3: 27,072 shares 27,072 $7.02M 0.02% +2,329 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,885 shares; 2024Q4: 177,365 shares; 2025Q1: 171,535 shares; 2025Q2: 430,288 shares; 2025Q3: 269,569 shares 269,569 $7.02M 0.02% -160,719 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: 129,815 shares; 2024Q4: 147,943 shares; 2025Q1: 156,989 shares; 2025Q2: 139,873 shares; 2025Q3: 143,325 shares 143,325 $6.98M 0.02% +3,452 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: 25,002 shares; 2024Q4: 25,049 shares; 2025Q1: 24,247 shares; 2025Q2: 28,881 shares; 2025Q3: 55,981 shares 55,981 $6.9M 0.02% +27,100 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: 16,928 shares; 2024Q4: 19,726 shares; 2025Q1: 18,555 shares; 2025Q2: 21,627 shares; 2025Q3: 26,334 shares 26,334 $6.86M 0.02% +4,707 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: 11,104 shares; 2024Q4: 11,748 shares; 2025Q1: 12,658 shares; 2025Q2: 14,062 shares; 2025Q3: 13,944 shares 13,944 $6.85M 0.02% -118 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: 79,397 shares; 2024Q4: 136,959 shares; 2025Q1: 92,171 shares; 2025Q2: 105,965 shares; 2025Q3: 76,126 shares 76,126 $6.8M 0.02% -29,839 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,921 shares; 2024Q4: 123,225 shares; 2025Q1: 133,773 shares; 2025Q2: 101,003 shares; 2025Q3: 124,702 shares 124,702 $6.77M 0.02% +23,699 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,431 shares; 2024Q4: 121,092 shares; 2025Q1: 114,479 shares; 2025Q2: 104,180 shares; 2025Q3: 111,036 shares 111,036 $6.77M 0.02% +6,856 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,884 shares; 2024Q4: 62,863 shares; 2025Q1: 62,155 shares; 2025Q2: 60,299 shares; 2025Q3: 65,496 shares 65,496 $6.76M 0.02% +5,197 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: 19,873 shares; 2024Q4: 19,773 shares; 2025Q1: 19,820 shares; 2025Q2: 19,017 shares; 2025Q3: 19,465 shares 19,465 $6.75M 0.02% +448 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: 320,956 shares; 2024Q4: 300,708 shares; 2025Q1: 305,611 shares; 2025Q2: 248,080 shares; 2025Q3: 214,509 shares 214,509 $6.74M 0.02% -33,571 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: 73,978 shares; 2024Q4: 83,818 shares; 2025Q1: 89,598 shares; 2025Q2: 90,754 shares; 2025Q3: 81,704 shares 81,704 $6.73M 0.02% -9,050 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,551 shares; 2024Q4: 33,136 shares; 2025Q1: 69,326 shares; 2025Q2: 62,862 shares; 2025Q3: 65,203 shares 65,203 $6.69M 0.02% +2,341 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,474 shares; 2025Q1: 1,469 shares; 2025Q2: 1,518 shares; 2025Q3: 1,549 shares 1,549 $6.65M 0.02% +31 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: 60,146 shares; 2024Q4: 65,804 shares; 2025Q1: 59,517 shares; 2025Q2: 65,140 shares; 2025Q3: 59,027 shares 59,027 $6.62M 0.02% -6,113 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 3,038 shares; 2025Q1: 2,878 shares; 2025Q2: 3,087 shares; 2025Q3: 25,166 shares 25,166 $6.62M 0.02% +22,079 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: 29,133 shares; 2024Q4: 30,755 shares; 2025Q1: 60,525 shares; 2025Q2: 68,963 shares; 2025Q3: 72,662 shares 72,662 $6.61M 0.02% +3,699 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: 28,315 shares; 2024Q4: 29,031 shares; 2025Q1: 31,253 shares; 2025Q2: 34,150 shares; 2025Q3: 31,626 shares 31,626 $6.6M 0.02% -2,524 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,590 shares; 2024Q4: 15,883 shares; 2025Q1: 15,809 shares; 2025Q2: 22,931 shares; 2025Q3: 27,955 shares 27,955 $6.57M 0.02% +5,024 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,305 shares; 2024Q4: 32,324 shares; 2025Q1: 60,601 shares; 2025Q2: 53,792 shares; 2025Q3: 76,576 shares 76,576 $6.48M 0.02% +22,784 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: 16,368 shares; 2024Q4: 16,978 shares; 2025Q1: 20,284 shares; 2025Q2: 20,480 shares; 2025Q3: 23,057 shares 23,057 $6.44M 0.02% +2,577 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: 55,835 shares; 2024Q4: 78,078 shares; 2025Q1: 116,070 shares; 2025Q2: 94,471 shares; 2025Q3: 75,673 shares 75,673 $6.4M 0.02% -18,798 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: 630 shares; 2024Q4: 1,122 shares; 2025Q1: 6,084 shares; 2025Q2: 8,358 shares; 2025Q3: 8,866 shares 8,866 $6.36M 0.01% +508 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: 13,979 shares; 2024Q4: 14,963 shares; 2025Q1: 15,517 shares; 2025Q2: 36,125 shares; 2025Q3: 26,464 shares 26,464 $6.24M 0.01% -9,661 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: 87,733 shares; 2024Q4: 86,282 shares; 2025Q1: 83,544 shares; 2025Q2: 81,893 shares; 2025Q3: 80,043 shares 80,043 $6.23M 0.01% -1,850 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: 68,396 shares; 2024Q4: 67,897 shares; 2025Q1: 84,405 shares; 2025Q2: 99,606 shares; 2025Q3: 88,387 shares 88,387 $6.22M 0.01% -11,219 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,423 shares; 2024Q4: 47,935 shares; 2025Q1: 86,074 shares; 2025Q2: 80,479 shares; 2025Q3: 94,394 shares 94,394 $6.22M 0.01% +13,915 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,253 shares; 2024Q4: 13,783 shares; 2025Q1: 12,869 shares; 2025Q2: 12,027 shares; 2025Q3: 17,840 shares 17,840 $6.16M 0.01% +5,813 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 12,620 shares; 2025Q1: 8,721 shares; 2025Q2: 12,084 shares; 2025Q3: 13,420 shares 13,420 $6.12M 0.01% +1,336 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,794 shares; 2024Q4: 41,457 shares; 2025Q1: 49,486 shares; 2025Q2: 54,450 shares; 2025Q3: 80,036 shares 80,036 $6.11M 0.01% +25,586 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: 26,472 shares; 2024Q4: 25,973 shares; 2025Q1: 25,672 shares; 2025Q2: 26,946 shares; 2025Q3: 25,993 shares 25,993 $6.11M 0.01% -953 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: 7,205 shares; 2024Q4: 6,118 shares; 2025Q1: 6,546 shares; 2025Q2: 7,014 shares; 2025Q3: 9,477 shares 9,477 $6.05M 0.01% +2,463 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,617 shares; 2024Q4: 79,242 shares; 2025Q1: 84,705 shares; 2025Q2: 75,659 shares; 2025Q3: 82,700 shares 82,700 $6.03M 0.01% +7,041 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,269 shares; 2024Q4: 25,535 shares; 2025Q1: 24,876 shares; 2025Q2: 38,533 shares; 2025Q3: 42,925 shares 42,925 $5.95M 0.01% +4,392 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: 15,977 shares; 2024Q4: 80,734 shares; 2025Q1: 86,109 shares; 2025Q2: 83,523 shares; 2025Q3: 103,937 shares 103,937 $5.91M 0.01% +20,414 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: 45,046 shares; 2024Q4: 62,775 shares; 2025Q1: 78,739 shares; 2025Q2: 88,747 shares; 2025Q3: 87,768 shares 87,768 $5.91M 0.01% -979 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,028 shares; 2024Q4: 76,202 shares; 2025Q1: 98,894 shares; 2025Q2: 100,703 shares; 2025Q3: 87,362 shares 87,362 $5.9M 0.01% -13,341 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: 15,005 shares; 2024Q4: 14,958 shares; 2025Q1: 15,446 shares; 2025Q2: 16,268 shares; 2025Q3: 23,371 shares 23,371 $5.88M 0.01% +7,103 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,449 shares; 2024Q4: 33,205 shares; 2025Q1: 47,402 shares; 2025Q2: 39,069 shares; 2025Q3: 43,973 shares 43,973 $5.86M 0.01% +4,904 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,925 shares; 2024Q4: 32,939 shares; 2025Q1: 116,312 shares; 2025Q2: 87,356 shares; 2025Q3: 86,726 shares 86,726 $5.85M 0.01% -630 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: 39,965 shares; 2024Q4: 37,626 shares; 2025Q1: 40,710 shares; 2025Q2: 41,790 shares; 2025Q3: 43,675 shares 43,675 $5.83M 0.01% +1,885 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 13,568 shares; 2025Q1: 15,993 shares; 2025Q2: 66,408 shares; 2025Q3: 65,833 shares 65,833 $5.8M 0.01% -575 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: 41,479 shares; 2024Q4: 49,257 shares; 2025Q1: 79,291 shares; 2025Q2: 63,799 shares; 2025Q3: 68,629 shares 68,629 $5.77M 0.01% +4,830 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: 11,239 shares; 2024Q4: 12,007 shares; 2025Q1: 14,409 shares; 2025Q2: 14,749 shares; 2025Q3: 17,800 shares 17,800 $5.65M 0.01% +3,051 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,208 shares; 2024Q4: 139,418 shares; 2025Q1: 122,535 shares; 2025Q2: 119,007 shares; 2025Q3: 117,702 shares 117,702 $5.65M 0.01% -1,305 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: 10,554 shares; 2024Q4: 11,278 shares; 2025Q1: 13,099 shares; 2025Q2: 12,920 shares; 2025Q3: 11,332 shares 11,332 $5.65M 0.01% -1,588 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: 57,765 shares; 2024Q4: 67,943 shares; 2025Q1: 73,694 shares; 2025Q2: 84,071 shares; 2025Q3: 84,240 shares 84,240 $5.65M 0.01% +169 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,407 shares; 2024Q4: 271,373 shares; 2025Q1: 289,826 shares; 2025Q2: 304,537 shares; 2025Q3: 318,184 shares 318,184 $5.63M 0.01% +13,647 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: 35,800 shares; 2024Q4: 12,002 shares; 2025Q1: 20,165 shares; 2025Q2: 88,755 shares; 2025Q3: 87,452 shares 87,452 $5.62M 0.01% -1,303 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: 67,449 shares; 2024Q4: 71,031 shares; 2025Q1: 75,219 shares; 2025Q2: 76,073 shares; 2025Q3: 71,478 shares 71,478 $5.61M 0.01% -4,595 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,116 shares; 2024Q4: 50,673 shares; 2025Q1: 50,530 shares; 2025Q2: 49,629 shares; 2025Q3: 49,238 shares 49,238 $5.57M 0.01% -391 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: 15,589 shares; 2024Q4: 18,062 shares; 2025Q1: 20,820 shares; 2025Q2: 18,341 shares; 2025Q3: 18,708 shares 18,708 $5.57M 0.01% +367 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,247 shares; 2024Q4: 109,566 shares; 2025Q1: 118,972 shares; 2025Q2: 130,419 shares; 2025Q3: 190,250 shares 190,250 $5.5M 0.01% +59,831 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: 89,450 shares; 2024Q4: 88,069 shares; 2025Q1: 93,125 shares; 2025Q2: 92,952 shares; 2025Q3: 93,570 shares 93,570 $5.5M 0.01% +618 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,117 shares; 2025Q1: 133,973 shares; 2025Q2: 87,673 shares; 2025Q3: 85,185 shares 85,185 $5.47M 0.01% -2,488 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: 27,149 shares; 2024Q4: 33,946 shares; 2025Q1: 39,508 shares; 2025Q2: 34,834 shares; 2025Q3: 35,952 shares 35,952 $5.46M 0.01% +1,118 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 26,686 shares; 2025Q1: 26,396 shares; 2025Q2: 25,662 shares; 2025Q3: 28,985 shares 28,985 $5.45M 0.01% +3,323 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: 20,377 shares; 2024Q4: 19,423 shares; 2025Q1: 24,213 shares; 2025Q2: 24,123 shares; 2025Q3: 37,220 shares 37,220 $5.45M 0.01% +13,097 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,068 shares; 2024Q4: 27,145 shares; 2025Q1: 25,134 shares; 2025Q2: 25,445 shares; 2025Q3: 26,979 shares 26,979 $5.41M 0.01% +1,534 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 35,317 shares; 2025Q1: 50,095 shares; 2025Q2: 52,791 shares; 2025Q3: 59,360 shares 59,360 $5.39M 0.01% +6,569 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,687 shares; 2024Q4: 44,850 shares; 2025Q1: 49,925 shares; 2025Q2: 51,429 shares; 2025Q3: 53,494 shares 53,494 $5.37M 0.01% +2,065 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,206 shares; 2024Q4: 30,192 shares; 2025Q1: 34,255 shares; 2025Q2: 38,830 shares; 2025Q3: 47,940 shares 47,940 $5.35M 0.01% +9,110 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 8,478 shares; 2025Q1: 28,722 shares; 2025Q2: 54,926 shares; 2025Q3: 66,348 shares 66,348 $5.29M 0.01% +11,422 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,653 shares; 2024Q4: 191,429 shares; 2025Q1: 136,992 shares; 2025Q2: 128,492 shares; 2025Q3: 206,685 shares 206,685 $5.27M 0.01% +78,193 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: 28,658 shares; 2024Q4: 36,513 shares; 2025Q1: 42,950 shares; 2025Q2: 39,668 shares; 2025Q3: 34,106 shares 34,106 $5.2M 0.01% -5,562 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: 9,677 shares; 2024Q4: 9,192 shares; 2025Q1: 10,144 shares; 2025Q2: 15,998 shares; 2025Q3: 17,167 shares 17,167 $5.16M 0.01% +1,169 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: 84,174 shares; 2024Q4: 88,563 shares; 2025Q1: 95,259 shares; 2025Q2: 90,607 shares; 2025Q3: 86,228 shares 86,228 $5.15M 0.01% -4,379 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: 10,234 shares; 2024Q4: 10,627 shares; 2025Q1: 10,788 shares; 2025Q2: 11,493 shares; 2025Q3: 12,166 shares 12,166 $5.14M 0.01% +673 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: 6,407 shares; 2024Q4: 5,911 shares; 2025Q1: 6,719 shares; 2025Q2: 5,928 shares; 2025Q3: 5,554 shares 5,554 $5.11M 0.01% -374 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: 37,823 shares; 2024Q4: 46,056 shares; 2025Q1: 56,189 shares; 2025Q2: 38,998 shares; 2025Q3: 38,721 shares 38,721 $4.99M 0.01% -277 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: 21,533 shares; 2024Q4: 24,237 shares; 2025Q1: 22,295 shares; 2025Q2: 22,642 shares; 2025Q3: 24,699 shares 24,699 $4.98M 0.01% +2,057 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 9,574 shares; 2025Q1: 11,353 shares; 2025Q2: 16,956 shares; 2025Q3: 19,213 shares 19,213 $4.96M 0.01% +2,257 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: 125,605 shares; 2024Q4: 139,605 shares; 2025Q1: 125,799 shares; 2025Q2: 124,707 shares; 2025Q3: 126,435 shares 126,435 $4.95M 0.01% +1,728 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: 63,298 shares; 2024Q4: 140,935 shares; 2025Q1: 170,010 shares; 2025Q2: 152,013 shares; 2025Q3: 177,210 shares 177,210 $4.94M 0.01% +25,197 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,872 shares; 2024Q4: 142,039 shares; 2025Q1: 166,438 shares; 2025Q2: 141,219 shares; 2025Q3: 125,716 shares 125,716 $4.93M 0.01% -15,503 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: 21,223 shares; 2024Q4: 54,504 shares; 2025Q1: 30,761 shares; 2025Q2: 49,785 shares; 2025Q3: 60,029 shares 60,029 $4.92M 0.01% +10,244 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 36,609 shares; 2025Q1: 38,492 shares; 2025Q2: 55,534 shares; 2025Q3: 61,577 shares 61,577 $4.92M 0.01% +6,043 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,245 shares; 2024Q4: 54,263 shares; 2025Q1: 59,192 shares; 2025Q2: 60,436 shares; 2025Q3: 69,654 shares 69,654 $4.91M 0.01% +9,218 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,643 shares; 2024Q4: 216,046 shares; 2025Q1: 236,302 shares; 2025Q2: 247,241 shares; 2025Q3: 197,542 shares 197,542 $4.86M 0.01% -49,699 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,301 shares; 2025Q3: 100,677 shares 100,677 $4.82M 0.01% +376 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,824 shares; 2024Q4: 48,070 shares; 2025Q1: 50,891 shares; 2025Q2: 69,246 shares; 2025Q3: 68,801 shares 68,801 $4.82M 0.01% -445 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,221 shares; 2024Q4: 332,210 shares; 2025Q1: 358,879 shares; 2025Q2: 358,485 shares; 2025Q3: 326,245 shares 326,245 $4.79M 0.01% -32,240 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: 11,080 shares; 2024Q4: 12,655 shares; 2025Q1: 14,841 shares; 2025Q2: 12,159 shares; 2025Q3: 13,383 shares 13,383 $4.77M 0.01% +1,224 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,288 shares; 2024Q4: 81,932 shares; 2025Q1: 79,827 shares; 2025Q2: 78,168 shares; 2025Q3: 75,083 shares 75,083 $4.77M 0.01% -3,085 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: 22,182 shares; 2024Q4: 26,776 shares; 2025Q1: 28,458 shares; 2025Q2: 27,738 shares; 2025Q3: 27,087 shares 27,087 $4.76M 0.01% -651 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,244 shares; 2024Q4: 74,254 shares; 2025Q1: 88,980 shares; 2025Q2: 93,329 shares; 2025Q3: 91,107 shares 91,107 $4.74M 0.01% -2,222 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: 16,398 shares; 2024Q4: 17,100 shares; 2025Q1: 22,182 shares; 2025Q2: 27,476 shares; 2025Q3: 24,978 shares 24,978 $4.74M 0.01% -2,498 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: 14,576 shares; 2024Q4: 9,033 shares; 2025Q1: 9,993 shares; 2025Q2: 12,467 shares; 2025Q3: 20,970 shares 20,970 $4.73M 0.01% +8,503 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,945 shares; 2024Q4: 8,343 shares; 2025Q1: 41,637 shares; 2025Q2: 52,079 shares; 2025Q3: 56,614 shares 56,614 $4.72M 0.01% +4,535 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: 12,082 shares; 2024Q4: 12,547 shares; 2025Q1: 10,433 shares; 2025Q2: 10,995 shares; 2025Q3: 10,942 shares 10,942 $4.71M 0.01% -53 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: 9,797 shares; 2024Q4: 9,858 shares; 2025Q1: 9,853 shares; 2025Q2: 10,513 shares; 2025Q3: 19,544 shares 19,544 $4.65M 0.01% +9,031 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,638 shares; 2024Q4: 57,884 shares; 2025Q1: 63,699 shares; 2025Q2: 64,599 shares; 2025Q3: 55,185 shares 55,185 $4.58M 0.01% -9,414 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: 14,248 shares; 2024Q4: 14,601 shares; 2025Q1: 15,958 shares; 2025Q2: 17,413 shares; 2025Q3: 16,769 shares 16,769 $4.57M 0.01% -644 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,389 shares; 2024Q4: 23,480 shares; 2025Q1: 23,281 shares; 2025Q2: 23,450 shares; 2025Q3: 23,930 shares 23,930 $4.56M 0.01% +480 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,352 shares; 2024Q4: 58,973 shares; 2025Q1: 49,008 shares; 2025Q2: 41,932 shares; 2025Q3: 39,518 shares 39,518 $4.54M 0.01% -2,414 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 15,166 shares; 2025Q1: 54,928 shares; 2025Q2: 71,407 shares; 2025Q3: 71,586 shares 71,586 $4.51M 0.01% +179 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,434 shares; 2024Q4: 149,156 shares; 2025Q1: 132,733 shares; 2025Q2: 200,093 shares; 2025Q3: 193,172 shares 193,172 $4.43M 0.01% -6,921 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: 23,906 shares; 2024Q4: 24,616 shares; 2025Q1: 25,540 shares; 2025Q2: 27,047 shares; 2025Q3: 29,603 shares 29,603 $4.37M 0.01% +2,556 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: 9,909 shares; 2024Q4: 11,099 shares; 2025Q1: 12,384 shares; 2025Q2: 12,435 shares; 2025Q3: 14,839 shares 14,839 $4.36M 0.01% +2,404 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 13,805 shares; 2025Q1: 19,507 shares; 2025Q2: 21,804 shares; 2025Q3: 31,122 shares 31,122 $4.35M 0.01% +9,318 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,395 shares; 2024Q4: 54,208 shares; 2025Q1: 57,536 shares; 2025Q2: 54,773 shares; 2025Q3: 64,433 shares 64,433 $4.32M 0.01% +9,660 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,229 shares; 2024Q4: 40,271 shares; 2025Q1: 41,027 shares; 2025Q2: 40,184 shares; 2025Q3: 46,355 shares 46,355 $4.32M 0.01% +6,171 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: 5,378 shares; 2024Q4: 43,835 shares; 2025Q1: 100,158 shares; 2025Q2: 106,850 shares; 2025Q3: 135,197 shares 135,197 $4.31M 0.01% +28,347 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,242 shares; 2024Q4: 66,249 shares; 2025Q1: 73,221 shares; 2025Q2: 75,683 shares; 2025Q3: 110,210 shares 110,210 $4.28M 0.01% +34,527 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: 29,821 shares; 2024Q4: 32,245 shares; 2025Q1: 43,324 shares; 2025Q2: 90,253 shares; 2025Q3: 86,127 shares 86,127 $4.26M 0.01% -4,126 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,528 shares; 2025Q1: 6,786 shares; 2025Q2: 14,198 shares; 2025Q3: 19,888 shares 19,888 $4.25M 0.01% +5,690 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 6,795 shares; 2025Q1: 6,343 shares; 2025Q2: 16,612 shares; 2025Q3: 25,980 shares 25,980 $4.25M 0.01% +9,368 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,926 shares; 2024Q4: 68,064 shares; 2025Q1: 82,984 shares; 2025Q2: 104,187 shares; 2025Q3: 86,028 shares 86,028 $4.22M 0.01% -18,159 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,861 shares; 2025Q1: 6,207 shares; 2025Q2: 6,848 shares; 2025Q3: 7,357 shares 7,357 $4.17M 0.01% +509 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: 21,944 shares; 2024Q4: 21,761 shares; 2025Q1: 21,195 shares; 2025Q2: 24,613 shares; 2025Q3: 24,703 shares 24,703 $4.12M 0.01% +90 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: 27,362 shares; 2024Q4: 24,410 shares; 2025Q1: 28,475 shares; 2025Q2: 27,696 shares; 2025Q3: 29,514 shares 29,514 $4.11M 0.01% +1,818 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 11,250 shares; 2025Q1: 45,083 shares; 2025Q2: 79,640 shares; 2025Q3: 60,680 shares 60,680 $4.1M 0.01% -18,960 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,622 shares; 2024Q4: 63,680 shares; 2025Q1: 65,077 shares; 2025Q2: 79,759 shares; 2025Q3: 67,662 shares 67,662 $4.09M 0.01% -12,097 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,276 shares; 2024Q4: 94,092 shares; 2025Q1: 109,129 shares; 2025Q2: 111,617 shares; 2025Q3: 94,391 shares 94,391 $4.09M 0.01% -17,226 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,436 shares; 2024Q4: 40,702 shares; 2025Q1: 39,621 shares; 2025Q2: 39,378 shares; 2025Q3: 36,511 shares 36,511 $4.05M 0.01% -2,867 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: 9,724 shares; 2024Q4: 10,085 shares; 2025Q1: 11,211 shares; 2025Q2: 12,350 shares; 2025Q3: 13,145 shares 13,145 $4.04M 0.01% +795 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,500 shares; 2024Q4: 67,066 shares; 2025Q1: 65,098 shares; 2025Q2: 68,487 shares; 2025Q3: 62,258 shares 62,258 $4.03M 0.01% -6,229 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: 28,353 shares; 2024Q4: 34,289 shares; 2025Q1: 42,888 shares; 2025Q2: 30,061 shares; 2025Q3: 29,635 shares 29,635 $4.01M 0.01% -426 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: 20,760 shares; 2024Q4: 25,686 shares; 2025Q1: 20,511 shares; 2025Q2: 20,423 shares; 2025Q3: 31,817 shares 31,817 $4.01M 0.01% +11,394 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,627 shares; 2024Q4: 37,514 shares; 2025Q1: 37,960 shares; 2025Q2: 39,734 shares; 2025Q3: 81,514 shares 81,514 $3.99M 0.01% +41,780 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,618 shares; 2024Q4: 41,675 shares; 2025Q1: 47,641 shares; 2025Q2: 52,641 shares; 2025Q3: 52,249 shares 52,249 $3.97M 0.01% -392 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,849 shares; 2025Q1: 2,933 shares; 2025Q2: 2,795 shares; 2025Q3: 2,651 shares 2,651 $3.97M 0.01% -144 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,472 shares; 2024Q4: 74,984 shares; 2025Q1: 65,540 shares; 2025Q2: 84,950 shares; 2025Q3: 78,274 shares 78,274 $3.93M 0.01% -6,676 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,129 shares; 2024Q4: 124,344 shares; 2025Q1: 151,800 shares; 2025Q2: 140,331 shares; 2025Q3: 147,962 shares 147,962 $3.91M 0.01% +7,631 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: 47,327 shares; 2024Q4: 52,675 shares; 2025Q1: 48,895 shares; 2025Q2: 44,931 shares; 2025Q3: 53,996 shares 53,996 $3.9M 0.01% +9,065 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: 83,860 shares; 2024Q4: 67,143 shares; 2025Q1: 64,979 shares; 2025Q2: 109,210 shares; 2025Q3: 109,711 shares 109,711 $3.9M 0.01% +501 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: 12,521 shares; 2024Q4: 26,160 shares; 2025Q1: 16,836 shares; 2025Q2: 23,172 shares; 2025Q3: 24,702 shares 24,702 $3.89M 0.01% +1,530 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: 3,954 shares; 2024Q4: 4,275 shares; 2025Q1: 4,191 shares; 2025Q2: 4,258 shares; 2025Q3: 4,936 shares 4,936 $3.87M 0.01% +678 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: 223,564 shares; 2024Q4: 230,505 shares; 2025Q1: 236,929 shares; 2025Q2: 210,212 shares; 2025Q3: 161,997 shares 161,997 $3.83M 0.01% -48,215 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 26,779 shares; 2025Q1: 29,101 shares; 2025Q2: 27,031 shares; 2025Q3: 29,322 shares 29,322 $3.82M 0.01% +2,291 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,712 shares; 2024Q4: 36,209 shares; 2025Q1: 39,032 shares; 2025Q2: 37,509 shares; 2025Q3: 38,743 shares 38,743 $3.82M 0.01% +1,234 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,412 shares; 2024Q4: 266,458 shares; 2025Q1: 394,880 shares; 2025Q2: 247,449 shares; 2025Q3: 246,701 shares 246,701 $3.82M 0.01% -748 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 8,042 shares; 2025Q1: 9,380 shares; 2025Q2: 13,630 shares; 2025Q3: 13,839 shares 13,839 $3.79M 0.01% +209 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: not reported; 2024Q4: 39,419 shares; 2025Q1: 64,994 shares; 2025Q2: 67,453 shares; 2025Q3: 71,422 shares 71,422 $3.79M 0.01% +3,969 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,036 shares; 2024Q4: 25,667 shares; 2025Q1: 33,923 shares; 2025Q2: 29,722 shares; 2025Q3: 26,875 shares 26,875 $3.75M 0.01% -2,847 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,145 shares; 2024Q4: 32,512 shares; 2025Q1: 39,036 shares; 2025Q2: 38,232 shares; 2025Q3: 42,018 shares 42,018 $3.73M 0.01% +3,786 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: not reported; 2024Q4: 6,935 shares; 2025Q1: 6,627 shares; 2025Q2: 44,135 shares; 2025Q3: 39,418 shares 39,418 $3.72M 0.01% -4,717 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,211 shares; 2024Q4: 27,180 shares; 2025Q1: 27,228 shares; 2025Q2: 43,235 shares; 2025Q3: 26,148 shares 26,148 $3.68M 0.01% -17,087 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 8,929 shares; 2025Q1: 8,676 shares; 2025Q2: 11,255 shares; 2025Q3: 12,005 shares 12,005 $3.67M 0.01% +750 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: 32,852 shares; 2024Q4: 38,834 shares; 2025Q1: 33,377 shares; 2025Q2: 37,495 shares; 2025Q3: 37,410 shares 37,410 $3.66M 0.01% -85 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,900 shares; 2024Q4: 19,287 shares; 2025Q1: 20,868 shares; 2025Q2: 23,340 shares; 2025Q3: 25,836 shares 25,836 $3.65M 0.01% +2,496 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 4,307 shares; 2025Q1: 5,398 shares; 2025Q2: 5,536 shares; 2025Q3: 5,755 shares 5,755 $3.63M 0.01% +219 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: 63,186 shares; 2024Q4: 89,370 shares; 2025Q1: 104,223 shares; 2025Q2: 149,981 shares; 2025Q3: 156,028 shares 156,028 $3.61M 0.01% +6,047 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,463 shares; 2025Q1: 9,992 shares; 2025Q2: 6,883 shares; 2025Q3: 27,828 shares 27,828 $3.59M 0.01% +20,945 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 12,820 shares; 2025Q1: 16,756 shares; 2025Q2: 15,954 shares; 2025Q3: 25,566 shares 25,566 $3.5M 0.01% +9,612 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 20,191 shares; 2025Q1: 12,772 shares; 2025Q2: 15,913 shares; 2025Q3: 15,570 shares 15,570 $3.5M 0.01% -343 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 11,852 shares; 2025Q1: 10,386 shares; 2025Q2: 12,217 shares; 2025Q3: 13,312 shares 13,312 $3.46M 0.01% +1,095 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 28,578 shares; 2025Q1: 34,773 shares; 2025Q2: 38,473 shares; 2025Q3: 51,297 shares 51,297 $3.44M 0.01% +12,824 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,129 shares; 2024Q4: 28,067 shares; 2025Q1: 33,230 shares; 2025Q2: 47,844 shares; 2025Q3: 56,928 shares 56,928 $3.42M 0.01% +9,084 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,669 shares; 2024Q4: 31,190 shares; 2025Q1: 34,709 shares; 2025Q2: 35,771 shares; 2025Q3: 41,639 shares 41,639 $3.4M 0.01% +5,868 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: 7,851 shares; 2024Q4: 10,060 shares; 2025Q1: 9,501 shares; 2025Q2: 9,204 shares; 2025Q3: 11,530 shares 11,530 $3.39M 0.01% +2,326 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,313 shares; 2024Q4: 21,217 shares; 2025Q1: 21,893 shares; 2025Q2: 27,974 shares; 2025Q3: 38,288 shares 38,288 $3.39M 0.01% +10,314 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: 4,287 shares; 2024Q4: 5,196 shares; 2025Q1: 7,960 shares; 2025Q2: 13,330 shares; 2025Q3: 18,043 shares 18,043 $3.38M 0.01% +4,713 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 6,967 shares; 2025Q1: 6,996 shares; 2025Q2: 7,284 shares; 2025Q3: 7,282 shares 7,282 $3.38M 0.01% -2 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 8,159 shares; 2025Q1: 19,941 shares; 2025Q2: 24,115 shares; 2025Q3: 25,015 shares 25,015 $3.36M 0.01% +900 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 4,036 shares; 2025Q1: 6,094 shares; 2025Q2: 32,591 shares; 2025Q3: 24,148 shares 24,148 $3.35M 0.01% -8,443 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: 37,414 shares; 2024Q4: 41,148 shares; 2025Q1: 42,944 shares; 2025Q2: 45,998 shares; 2025Q3: 49,569 shares 49,569 $3.35M 0.01% +3,571 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,489 shares; 2024Q4: 7,348 shares; 2025Q1: 6,175 shares; 2025Q2: 4,615 shares; 2025Q3: 5,940 shares 5,940 $3.34M 0.01% +1,325 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: 12,585 shares; 2024Q4: 19,782 shares; 2025Q1: 18,532 shares; 2025Q2: 21,665 shares; 2025Q3: 23,502 shares 23,502 $3.34M 0.01% +1,837 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,944 shares; 2024Q4: 35,204 shares; 2025Q1: 49,842 shares; 2025Q2: 36,976 shares; 2025Q3: 39,329 shares 39,329 $3.32M 0.01% +2,353 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: 39,515 shares; 2024Q4: 39,622 shares; 2025Q1: 43,306 shares; 2025Q2: 36,133 shares; 2025Q3: 36,179 shares 36,179 $3.31M 0.01% +46 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,253 shares; 2025Q1: 49,421 shares; 2025Q2: 68,696 shares; 2025Q3: 57,650 shares 57,650 $3.3M 0.01% -11,046 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,932 shares; 2024Q4: 170,060 shares; 2025Q1: 186,789 shares; 2025Q2: 202,293 shares; 2025Q3: 193,898 shares 193,898 $3.3M 0.01% -8,395 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 7,229 shares; 2025Q1: 13,070 shares; 2025Q2: 11,275 shares; 2025Q3: 11,055 shares 11,055 $3.29M 0.01% -220 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,477 shares; 2024Q4: 62,648 shares; 2025Q1: 53,879 shares; 2025Q2: 51,057 shares; 2025Q3: 68,644 shares 68,644 $3.27M 0.01% +17,587 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 12,266 shares; 2025Q1: 12,180 shares; 2025Q2: 11,314 shares; 2025Q3: 11,635 shares 11,635 $3.26M 0.01% +321 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,713 shares; 2025Q1: 70,509 shares; 2025Q2: 67,885 shares; 2025Q3: 64,130 shares 64,130 $3.25M 0.01% -3,755 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: 13,615 shares; 2024Q4: 16,442 shares; 2025Q1: 18,654 shares; 2025Q2: 45,309 shares; 2025Q3: 63,206 shares 63,206 $3.24M 0.01% +17,897 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 49,195 shares; 2025Q1: 48,159 shares; 2025Q2: 45,111 shares; 2025Q3: 43,510 shares 43,510 $3.23M 0.01% -1,601 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: 39,065 shares; 2024Q4: 37,609 shares; 2025Q1: 37,713 shares; 2025Q2: 35,093 shares; 2025Q3: 40,874 shares 40,874 $3.23M 0.01% +5,781 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: 9,989 shares; 2024Q4: 12,016 shares; 2025Q1: 12,642 shares; 2025Q2: 13,095 shares; 2025Q3: 13,341 shares 13,341 $3.21M 0.01% +246 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,301 shares; 2024Q4: 22,034 shares; 2025Q1: 17,253 shares; 2025Q2: 18,773 shares; 2025Q3: 19,309 shares 19,309 $3.21M 0.01% +536 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: 32,026 shares; 2024Q4: 33,095 shares; 2025Q1: 35,275 shares; 2025Q2: 37,332 shares; 2025Q3: 41,033 shares 41,033 $3.2M 0.01% +3,701 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 18,923 shares; 2025Q1: 17,871 shares; 2025Q2: 17,109 shares; 2025Q3: 19,989 shares 19,989 $3.2M 0.01% +2,880 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: 41,800 shares; 2024Q4: 47,837 shares; 2025Q1: 58,592 shares; 2025Q2: 56,729 shares; 2025Q3: 59,240 shares 59,240 $3.19M 0.01% +2,511 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: 15,059 shares; 2024Q4: 13,455 shares; 2025Q1: 12,564 shares; 2025Q2: 16,322 shares; 2025Q3: 26,522 shares 26,522 $3.18M 0.01% +10,200 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,226 shares; 2024Q4: 143,640 shares; 2025Q1: 139,115 shares; 2025Q2: 144,870 shares; 2025Q3: 145,224 shares 145,224 $3.17M 0.01% +354 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: 20,764 shares; 2024Q4: 20,161 shares; 2025Q1: 21,609 shares; 2025Q2: 41,619 shares; 2025Q3: 25,656 shares 25,656 $3.15M 0.01% -15,963 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: 41,287 shares; 2024Q4: 48,602 shares; 2025Q1: 24,243 shares; 2025Q2: 31,860 shares; 2025Q3: 34,837 shares 34,837 $3.13M 0.01% +2,977 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,584 shares; 2024Q4: 24,890 shares; 2025Q1: 50,798 shares; 2025Q2: 47,471 shares; 2025Q3: 104,968 shares 104,968 $3.12M 0.01% +57,497 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,814 shares; 2025Q1: 12,887 shares; 2025Q2: 13,182 shares; 2025Q3: 13,640 shares 13,640 $3.09M 0.01% +458 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 8,427 shares; 2025Q1: 8,432 shares; 2025Q2: 16,014 shares; 2025Q3: 22,904 shares 22,904 $3.08M 0.01% +6,890 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: 48,403 shares; 2024Q4: 56,972 shares; 2025Q1: 79,370 shares; 2025Q2: 77,698 shares; 2025Q3: 34,153 shares 34,153 $3.06M 0.01% -43,545 Timeline